Resources

Our extensive resource library covers every risk management topic to help you understand, avoid, and successfully deal with every type of risk.

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CCS Services Summary & Checklist
This summary and checklist will help you document that appropriate construction contract administration (CCA) services…
Project Documentation Checklist
This tool can help you get your documentation in order and be prepared in the…
Project Intake Checklist
This form may help you & your firm to evaluate and manage potential risk....
Claims Defense from the Attorney’s Perspective
By Gregory N. Ziegler, Esq. When a claim is made, counsel is retained by the…
Claims Management by the Architect
By Greg N. Ziegler, Esq. and James B. Atkins, FAIA A liability claim made against…
National Healthcare Reform Resources
The Patient Protection and Affordable Care Act (or ACA—also known as “Obama Care”) continues to…
What to Do About Employee Benefits
Employee benefits are often defined as compensation paid by an employer to an employee over…
Preventing Employee Lawsuits
Small firms are the most vulnerable to crises, disasters, and lawsuits. In fact, according to…
Employee Onboarding Best Practices
Leadership can be defined as the ability to influence, empower, and inspire others so that…
Retirement calculator
Make meaningful progress toward a more confident future in just a few minutes. View the…
Ownership Transition: Developing Future Firm Leadership
A session about Ownership Transition: Developing Future Firm Leadership was presented at A’19, the AIA…
Firm Valuation Service Providers
When considering firm ownership transition–whether internal or external acquisition or a merger, employee stock ownership…
Making the Transition to Running Your Own Firm
In operating a professional practice as a private business, a licensed design professional faces many…
Extended Reporting Periods: What Are They and Why Do You Need Them?
Whether your firm is closing its doors, acquiring or merging with another firm, or wondering…
Financial Planning Guide
This guide will help you determine your financial planning needs, with suggested timelines, asset allocation,…
Term Life Insurance Solutions
Most people envision fantastic futures for themselves and their families. And whether you’re sending children…
An Architect’s Guide to Buying Cyber Liability Coverage
Cyber Liability has become a hot topic due to high profile cyberattacks. Increasing awareness has…
Understanding Property Insurance
Design firms should understand the need for proper insurance to cover the loss or damage…
Understanding Commercial General Liability
Commercial General Liability (CGL) insurance is an important coverage for any business. Understanding this coverage…
Business Owners Insurance: FAQs
This FAQ on Business Owners Insurance (BOP) will answer pressing questions such as: What is…