managing your liability knowing when to call in the professionals 9-30-15 final
TRANSCRIPT
Managing Your Liability – Knowing When to Call in the
ProfessionalsCAI-CRC Educational Breakfast Seminar
September 30, 2015
Presented byD. Kipp Gaynor, PE, Structural Rehabilitation
Group Doug Henken, CAU of America
Thomas L. Willis, PCAM, Association Bridge, LLCCraig Zaller, Esq., Nagle & Zaller
Bad things happen to good people…
…but sometimes they bring it on themselves
The pressure is on
It’s good to know when to stay in your lane
It can be the difference between winning and losing
The questions of the day…
• What factors should I consider when addressing building conditions?
• What processes should we consider in evaluating building conditions?
• How can I help my client to spend their money wisely?
• How can I limit my client’s liability?• How can I avoid unnecessary liability?
To call or not to call…that
is the question…
Welcome to the Alligator Alley Condominium
What factors should I
consider?
Hmmm… Pros & Cons
What factors should I
consider?
Hmmm… Pros & Cons
What factors should I
consider?
Hmmm… Pros & Cons
Digging a little deeper…
Uh oh….
What factors should I
consider?
Hmmm… Pros & Cons
What factors should I
consider?
Hmmm… Pros & Cons
Closing thoughts…• Consider the factors, create a decision tree• Identify the pros & cons, communicate them to
the Board• Help the Board to see the long term
consequences of short term thinking • Stay in your lane• Leverage your resources, help manage your time• Insulate yourself & your client to the extent
possible• Document everything