Managing Your Liability Knowing When to Call in the Professionals 9-30-15 final
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Transcript of Managing Your Liability Knowing When to Call in the Professionals 9-30-15 final
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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
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Bad things happen to good people…
…but sometimes they bring it on themselves
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The pressure is on
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It’s good to know when to stay in your lane
It can be the difference between winning and losing
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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?
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To call or not to call…that
is the question…
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Welcome to the Alligator Alley Condominium
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What factors should I
consider?
Hmmm… Pros & Cons
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What factors should I
consider?
Hmmm… Pros & Cons
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What factors should I
consider?
Hmmm… Pros & Cons
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Digging a little deeper…
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Uh oh….
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What factors should I
consider?
Hmmm… Pros & Cons
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What factors should I
consider?
Hmmm… Pros & Cons
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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