Risk Control Workshops

2021 schedule to be released soon. See our 2019 schedule below for what to expect.

Risk Control Workshop

Westin Chicago Northwest – May 14th to May 16th


Tuesday, May 14, 2019

9:30 – 11:30 OR 1:30 – 3:30 – (OPTIONAL) Luminos Training

Bus rides to Gallagher Bassett at 9 AM and 1 PM (no lunch)

Speaker(s): Gallagher Bassett Services

Takeaway: Luminos is replacing Risx-Facs, and is Gallagher Bassett’s premier claims management system empowering clients to access the information in an intuitive and powerful way. This session will provide insight on the system’s features and benefits, training your people and getting up to speed.

5:00 – 6:30 – Meet & Greet Reception, Early Registration


Wednesday, May 15, 2019

7:30 – Continental Breakfast

8:00 – 9:00 – Risk Control Structure and Services

Speakers: Kevin Marks, VP and Tom Biles AVP, Risk Control Services; Krista True, Claims Services Manager; and Keith Merkel, Captive Executive, Captive Resources LLC

Takeaway: Participants will learn the components, definition and structure of the MAC captive. This includes reference to loss prevention, action planning, A-fund protection; claims control responsibilities, loss data management, member services and a captive update. Past participants are invited — a good refresher!

9:00 – 9:15 – Break

9:15 – 10:30 – Six Years of Redefining the Definition of Safety at John W. McDougall [MAC Member]

Speakers: Jorge Bravo, Safety Manager, John W. McDougall Co, Inc., Nashville, TN and Mark Lovinski, Consultant, Zeigle Consulting Associates

Takeaway: JWM Company Milestone – 1 million hours worked with no lost time injuries. It was not always this way until WE made the same commitment to safety as we did to the innovative and cutting-edge business processes that set us apart in the industry. With over 500 employees, and growing, in multiple locations throughout the United States we realized that each of our employees make critical decisions that could affect their individual safety, or the safety of others. During this session we will share our experiences, the Good, the Bad, and the Ugly, as we continue to achieve even greater milestones.

10:30 – 10:45 – Break

10:45 – 12:00 – Catastrophic Claims Handling Best Practices

Speakers: Bill Johnson and Shane Mays, Moore Ingram Johnson & Steele, LLP

Takeaway: Severe vehicle accidents, fatalities, other catastrophic incidents and injuries – how can you be sure the best resources are available to do the proper investigation and secure the scene? Defense attorneys from a prominent law firm discuss procedures, phone chains, resources and checklists to help you be better prepared when that unexpected catastrophe occurs – even in the middle of the night.

12:00 – 1:00 – Lunch

1:00 – 3:00 – Interactive Keynote: The Power of Understanding Yourself

Speaker: Dave Mitchell, the Leadership Difference, Inc., Walla Walla, WA

Takeaway: Each attending company will receive a complimentary copy of Dave’s new book! Any leadership role requires the individual to possess exceptional self-awareness. For safety professionals, modeling the corporate values, promoting best practice behaviors and communicating the importance of a comprehensive safety plan is essential to your success. The Power of Understanding Yourself is an exercise in deep self-analysis and metacognition enabling participants to examine their own strengths as a leader and communicator and identify opportunities to continue self-development.

3:00 – 3:15 – Break

3:15 – 4:30 – Fatigue in the Workplace

Speaker: Emily Whitcomb, Sr. Program Manager, Fatigue Initiative, National Safety Council, Itasca, IL

Takeaway: Fatigue decreases productivity in the workplace and increases risk of incident and injuries. Recent NSC surveys show that nearly every American worker reports a risk factor for fatigue, and almost half admit to being sleep deprived. Despite 90% of employers feeling the impact of fatigue in their day to day operations, they often underestimate the financial burden. Identifying the causes of fatigue in the workplace and implementing best practices to managing fatigue is an effective way to reduce risk and decrease the financial burden.

6:00 – 8:00 – Group outing (with dinner) at Top Golf

A short bus ride from the hotel


Thursday, May 16, 2019

6:45 – 8:00 – Hot Breakfast Buffet

8:00 – 10:00 – The Employee Handbook: Why You need One and How it can Protect You

Speaker: Steve Setliff, Partner & Owner, Setliff Law, Glen Allen, VA

Takeaway: A well thought out suitably constructed policy handbook may be the most important document incidental to the operation of your business. Articulated policies not only provide a framework for setting and managing expectations of employees, but also lay the ground work for preventing and defending unemployment benefits and workers compensation claims. And, importantly, a well-crafted handbook can be of substantial assistance in defending the company in liability claims.

Risk Control Workshop Agenda

September 25-27, 2019


Wednesday, September 25, 2019

1:00 – 4:30 – A1- Orientation and Overview

This session is for all first-time attendees and those who might have missed a workshop or two and need a refresher on how Churchill operates. This comprehensive orientation and overview of prior workshops is an excellent review of what has been presented, how your captive insurance program works, and why loss prevention and control is critical to its success.

5:00 – 7:00 – Member Welcome Reception

EVERYONE is invited


Thursday, September 26, 2019

7:00 – 8:30 – Registration and Hot Buffet Breakfast

8:30 – 9:30 – Welcome/Introductions/Announcements/Risk Control Awards

9:30 – 10:30 – Medical Bill Review Process & Provider Network Overview

Speaker: Josh Zelnis, Gallagher Bassett

Josh Zelnis of Gallagher Bassett will discuss the medical bill review process for workers’ compensation claims. He will also review the benefits of the cost containment opportunities available through the utilization of the Coventry PPO network and Outcome Based Network Providers.

10:30 – 10:45 – Break

10:45 – 11:45 – Keynote Presentation – Safety; It’s a Wonderful Life

Speaker: Dale Lesinski, DiVal Safety

This session celebrates those responsible for the safety of others and reminds them of the profound effect they have on people’s lives. In the movie “It’s a Wonderful Life”, George Bailey gets the opportunity to see the difference he made in the lives of the people in Bedford Falls. That is a great correlation to those that are responsible for the safety of others – they never get to see the accidents and injuries they prevented. This session is filled with many takeaway ideas that can be implemented immediately- and, most importantly- delivers the required PASSION every Safety Professional needs to make a difference. If your batteries could use a recharge – this fun, interactive and upbeat session is for you!

11:45 – 1:00 – Lunch

Breakout Sessions

B (1:00 – 2:30)

Safety Metrics and Bonus Compensation: Aligning Your Leadership Team to Create Real Cultural & Economic Impact

Speakers: David Miller, J.J. Taylor Companies & Betsy Lovensheimer and Michael Schneider, Compliance Management International

1. Does your company bonus compensation program drive safety performance and cost saving? 2. Are you ready to create cultural and economic impact through safety program metrics?

There are many strategies for improving safety performance in mid-market companies. You have probably tried many of them over the years with varied levels of success. If you want to truly get your leadership team engaged in improving your safety culture; you need to ensure that you have effective safety metrics that impact their compensation. During this presentation you will learn how to develop an effective safety element for your leadership bonus program, and put some real weight behind it. We will use a case study & interactive dialogue to strategically craft safety bonus elements to align your leadership team and create real cultural and economic impact.

The Impact of Stress on Employee Safety

Speaker: James Wilhelm, Focus Management Associates

Stress at work comes in many forms. From the sheer volume of tasks at hand to the never ending parade of employer and customer demands, work in and of itself can take its toll on an employee. Stress affects the mind’s ability to stay focused, to make quick and sound decisions, and to keep a positive frame of mind. By training employees’ brains to recognize stress, companies can keep employees safe and potentially harness the power of stress in positive ways.

Using the ‘Moneyball’ Approach to Achieve a Zero Accident Culture

Speaker: Vernon Iturralde, Gallagher Bassett

In 2011, Brad Pitt starred in “Moneyball”, a film based on the best-selling book “Moneyball: The Art of Winning an Unfair Game” by Michael Lewis. Using a shared premise that we can leverage analytical tools to focus our limited resources to achieve the best outcomes with respect to worker safety and health, Vernon Iturralde will facilitate an interactive discussion on the use of analytics to maximize effectiveness in preventing the next injury at your facility. By re-evaluating the strategies that have been used to gauge safety performance and taking an honest look at what works and what doesn’t, we will develop smart goals that use performance keys to deliver on our commitment to achieving zero accident cultures.

Churchill Executive Guide to Risk Management

Speaker: Laurie Keyse, Captive Resources, LLC

This session will take a look at the Churchill Executive Guide to Risk Management in order to learn what it contains, how to use it to improve your own risk management policies and procedures, and to determine what additional information you would like it to contain. Many of you may not be aware that there is a reference “book” put together by Churchill members for Churchill members, sharing sample policies, forms, ideas and strategies so that you and other members don’t have to “reinvent the wheel” when it comes to enhancing your internal policies on safety and claims management. Learn more about this exclusive Churchill tool, and be prepared to share your own ideas as well.

Safety Inspections

Speaker(s): TBD

Safety inspections should be focused on finding facts, not faults. This ASC class provides an overview of the safety and health inspection process and covers techniques to improve the process. You’ll learn basic skills for conducting successful inspections and eliminating potential hazards.

This Class Will Help You:

  • Learn the purpose and benefits of safety inspections.Plan and conduct an effective safety inspection
  • Communicate results and draft written reports
  • Develop recommendations and implement corrective actions
  • Involve employees in the inspection process.

Presented by a National Safety Council trainer, attendees will receive a certificate of course completion. Also this class is one of the 1-Day classes required to earn the NSC’s Advanced Safety Certificate.

NOTE – this program runs Thursday- 1:00 to 5:00 p.m. and Friday- 7:30 to 10:00 a.m.

OSHA 10 Hour General Industry Training

Speaker: Curtis Healton, Focus Management Associates

The OSHA 10 Hour General Industry Program will be offered by Gallagher Bassett for workshop attendees. This program is designed to review detailed information about how the provisions of the OSHA Act may be implemented in the workplace, as well as a review of recent OSHA topics that may affect your business. The 10 hour course includes an introduction to OSHA standards, your rights and responsibilities under the OSHA Act, how OSHA citations may be appealed and an overview of the requirements of the more frequently referenced standards. Some of the topics to be integrated into the program include: Introduction to OSHA, Walking and Working Surfaces, Exit Routes, Emergency Action Plans, Fire Prevention Plans and Fire Protection, Electrical Safety, Personal Protective Equipment, Hazard Communication, Lockout / Tagout, Intro to Industrial Hygiene, Ergonomics, and more. Special emphasis will be placed on those areas that are most relevant to the Churchill membership.

This program is ideal for those who have safety as part of their job responsibility – but not their primary responsibility. While any Churchill member is welcome to attend, the material presented will be an overview of the basic information relevant to each of the topics.

Each attendee will be given a copy of the 1910 General Industry Code of Federal Regulations, as well as a binder with materials specific to each topic. This will be a very interactive program, and attendees will become very familiar with how to navigate the OSHA regulations.

All attendees who complete the entire program will receive 10 Hour General Industry cards from OSHA.

NOTE – this program runs Thursday- 12:30 to 6:00 p.m. and Friday- 7:30 a.m. to 1:00 p.m.

C (2:45 – 5:15)

Safety Metrics and Bonus Compensation: Aligning Your Leadership Team to Create Real Cultural & Economic Impact

Speakers: David Miller, J.J. Taylor Companies & Betsy Lovensheimer and Michael Schneider, Compliance Management International

The Impact of Stress on Employee Safety

Speaker: James Wilhelm, Focus Management Associates

Using the ‘Moneyball’ Approach to Achieve a Zero Accident Culture

Speaker: Vernon Iturralde, Gallagher Bassett

Safe 4 the Right Reasons

Speaker: Dale Lesinski, DiVal Safety

Safe 4 the Right Reasons delivers the necessary ingredient to motivate employees and drive safe behaviors. Safety programs that consist of rules, policies and procedures fall short. Employees must have a personal motivation to be safe.

For over a decade Safe 4 the Right Reasons has been one of the most effective safety messages in the market. It gets employees to reassess how they value their own safety and gives them perspective on how important their safety is to not just themselves but the ones that love them, as well. Your employees will value their safety on the job and off the job as well!

Safe 4 the Right Reasons also serves as the perfect enabler to allow employees to watch out for one another in a positive and respectful way.

Safety Inspections

OSHA 10 Hour General Industry Training

Speaker: Curtis Healton, Focus Management Associates

6:15 – Meet in Hotel Lobby to assemble for Parade to The Riverview Room


Friday, September 27, 2019

7:00 – 8:30 – Breakfast Available

8:30 – 9:45 – Industry Breakout Sessions

Engage in this opportunity to discuss safety and claims topics with others in your industry group. This is a great forum to ask questions of, and share ideas and solutions with your fellow Churchill members. These are interactive sessions, so please come prepared to participate. The sessions will run from 8:30-9:45 a.m.

D1 – Construction, D2 – Distribution/Transportation, D3 – Manufacturing, D4 – Food Process & Manufacturing, D5 – Service/Staffing Companies

10:00 – 10:30 – Churchill Pacesetter Award Winners’ Spotlight

Speaker: Representative from a Churchill member company

10:30 – 11:30 – Capstone Presentation – The Art & Craft of Leadership Culture Persuasion- Keys to Influencing Senior Management/Owner Support and Safety/Risk Commitment

Speaker: Bruce Wilkinson, Workplace Consultants, Inc.

11:30 – Lunch and Departure (Lunch available until 1:00)

Take control of your insurance . . . and get paid for it.


394 Williamstowne
Suite 101
Delafield, WI 53018-2322

Ph: 262-754-9100
Fax: 262-754-9114

Email: info@altriskresources.com

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