AIC's 43rd Annual Meeting

Cost $39.00 for CIPP members $79.00 for non members; Includes Box Lunch

This workshop will focus on three main areas of running a successful private practice:

1. Accurate estimating
2. Streamlined documentation and billing.
3. Outreach and marketing update.  

1. Accurate Estimating
Guest speakers will explain how they approach the estimating process and share their methodology and tools in short presentations. Topics covered will include estimating “normal” projects, “huge “ projects and government bids.   

2. Streamlined documentation and billing
Chris Stravroudis will unveil his business database, which combines accounting software, documentation and image management in one Filemaker database.  Participants will receive a download of the database prior to workshop.

3. Outreach and Marketing Update
Scott Haskins will build on his successful past marketing workshops with tips to “get found.” Also to be discussed will be the benefits of building partnerships with allied professionals, conservators, clients and other “aligned” organizations.  Scott will also include a section on producing videos and the use of blogs. What works and doesn’t work?

The workshop will include lots of time for questions and participation and it is intended for both established and emerging conservation professionals. All three subjects are planned for future CIPP webinars as follow up to enhance the learning process.

This session is appropriate for all levels of experience from beginner to expert as an introduction and review of insurance basics, insurance products available and how they are an integral part of risk management. Topics to be addressed include; what’s covered and what’s not under insurance policies how to determine, review and update policy limits, claims process & trends seen from a loss experience perspective; importance of proper documentation; contracts/agreements between conservator and client; loss prevention and control.

In this session we will cover:

• Transfer of Risk-Insurance Policies: Review & Summary of insurance products available to conservators, Errors & Omissions/Professional Liability, Application process (on line capability for new conservators)
• Who, What and Where Covered
• Determining Policy Limits
• Protect yourself and your business with written treatment proposals/contracts/agreements
• Special Projects – what types of insurance are being required 
• Time management – keep your insurance agent in the loop from the beginning of any special requests/projects
• Claims
• Loss/Disaster Prevention Tips & Planning