Workshops

For the past decade, Thoits Insurance has had the pleasure of offering our clients and guests informative insurance workshops. We are committed to providing educational insurance resources to the community. Our past seminars have covered various topics related to insurance, benefits, and risk management.

Future workshops will be based on topics in demand by our clients and guests.

If you have a topic of interest or would like more information on upcoming seminars, please send an e-mail to educate@thoits-insurance.com.

Previous Workshops

Benefits: "Doing More With Less Through Benefits Automation and Administration Outsourcing"

Learn how to reduce administrative workloads and improve service to employees through employee self service technology and integrated COBRA and benefits administration outsourcing services.
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Benefits: "Incorporating Benefits and Internet Technology into Your Business"

Understand the benefits, challenges and solutions in implementing an employee benefits self service internet application. What is it? What will it do for you? How does it work?
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Cal/OSHA: "Are You Ready for a Visit from Cal/OSHA"

Every employer in California, regardless of size, is subject to Cal/OSHA regulations. More than half of Cal/OSHA’s inspections are caused by employee complaints. Others are due to serious injuries and illnesses. Learn how to prepare for a compliance visit.
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Corporate Liability: "Employment Practices Liability"

There has been a virtual explosion of employment practices litigation in recent years. In fact, it is one of the fastest growing areas of litigation. Society in general has become more litigious, of course, but even more than this, recent years have seen a significant expansion of employment law like the Americans with Disabilities Act. This workshop is designed to provide an overview of the exposures and solutions facing businesses today.
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Corporate Liability: "Protection at the Top - Directors and Officers Liability"

Due to an increase in public awareness, expectations, and litigiousness, D & O Liability insurance for errors, omissions, and other wrongful acts of directors and officers is an integral component of successful business operations. This workshop is designed to provide a working knowledge of the risks and protection available.
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Crisis Management: "Reconciling Tactics for Potential Conflicts Between the Court of Law and the Court of Public Opinion"

This workshop is designed to provide insight into the potential issues and choices companies are faced with in a crisis and how those seemingly conflicting points may be most effectively resolved. Using real life examples of hostile media and litigation experiences, attendees will gain a solid perception of the basics involved in handling crisis management issues.
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Ergonomics: "Friend or Foe"

Learn proactive ergonomic intervention techniques to reduce time loss, decrease Cal/OSHA recordable injuries, decrease workers’ compensation costs and improve productivity.
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Financial : "Financial and Tax Planning for the Long Run"

• What a financial plan does
• Benefits of an estate plan
• The power of life insurance
• Asset allocation principles
• Tax considerations and strategies
• Personal financing solutions

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Intellectual Property & Cyberspace: "Your Assets at Risk"

Security risks of trademark, patent & copyright infringement, theft of customer information, hacker viruses and financial exposures create sleepless nights for many businesses in today’s worldwide internet environment. Attend this asset protection workshop to hold onto your company’s financial resources.
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Loss Control: "Be a Manager - Go to Jail: Environmental Health & Safety (EHS) Responsibilities & Liabilities"

• Government EHS overview
• Your responsibilities
• How to discern enforcement action by OSHA or Cal/OSHA against your company or competition
• EHS liabilities
• Enforcement action - Civil & Criminal

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Personnel: "2006 Legal Update and Review"

• New employment law decision affecting management
• Privacy concerns
• Questions that may and may not be asked during an interview
• Performance evaluations
• Equal employment opportunity protection and harassment issues
• Developing a termination checklist
• Avoiding other pitfalls during the interview process

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Personnel: "Downsizing Staff? Understanding the Legal Aspects"

Reductions in force (lay-offs) are designed to cut company costs. However, one employment lawsuit resulting from a reduction-in-force could cost a company tens or hundreds of thousands of dollars. The answer: Advance planning can minimize legal risks of a downsizing program.
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Personnel: "Effective Interviewing and Legally Disciplining and Discharging Employees"

• Questions that may and may not be asked during an interview
• Protecting classifications and equal opportunity employment
• Avoiding other pitfalls during the interview process
• Privacy concerns
• Performance evaluations
• Investigating employee misconduct
• Developing a termination checklist

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Personnel: "Effectively Preventing Harassment Lawsuits"

• Recognizing harassment
• Employees' and Company's rights and Responsibilities
• Conducting investigations
• New Training Requirements Imposed by California Law

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Personnel: "Practical Solutions in Preventing and Investigating Harassment Claims"

• Make preventive training effective and interesting
• Ensure that sexual harassment issues are raised with management in their infancy before they explode
• Overcome practical issues in harassment investigations such as confidentiality and management apathy

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Personnel: Who’s Exempt & Who Gets Overtime? How Not to Misclassify “White Collar Workers”

Salaried workers suing for overtime is the "lawsuit du jour in California." Last year, misclassified "exempt" employees cost Farmers Insurance $89.9 million, U-Haul $25 million, Bank of America $22 million, Taco Bell $13 million, and Rite-Aid $7.5 million. We'll show you how to navigate through this minefield.
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Risk Management: "ARM 54 - Essentials of Risk Management"

ARM 54 - Essentials of Risk Management is a 15 week course which provides an understanding of the nature, purpose and steps in risk management; focuses on loss exposures of individuals and organizations; examines alternative risk management techniques; and provides rules for making decisions about risk management techniques.

This class is the first in a series of three courses and is strongly suggested to be taken prior to ARM 55 or ARM 56. Those completing a national exam at the end of each course will become certified as an ARM -Associate in Risk Management upon completion of all three courses.
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Risk Management: "Contracts, Leases & Insurance Requirements"

• How to read real and personal property leases for insurance requirements
• How to identify requirements that exceed available insurance
• How to recognize uninsurable "hold harmless" clauses
• Endorsements vs. Certificates of Insurance
• Who is (an) insured
• Vendors, municipalities, railroads and other special interests
• Construction agreements: challenges and solutions.

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Risk Management: "The What, Why, When, Where and How of Dynamic Driving"

This workshop provides attendees with the concepts of Dynamic Driving. These techniques are simple to learn and are based on proven driver training systems. This workshop is designed to make your company's future safety training informative, engaging and fun!
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Workers' Compensation: "The Basics"

This popular workshop provides attendees with a brief but comprehensive overview of the workers’ compensation system and its benefit structure. It is appropriate for individuals with varying levels of experience.
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Workers' Compensation: "Cut Workers' Comp Overhead Costs"

• Identify how business practices promote loss.
• Learn to assess loss exposures in your organization.
• Receive examples of safety problem solving.
• Performance measures to use as benchmarks.
• Acquire safety business planning tools.
• Make safety a value not a priority.

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Workers' Compensation: "Experience Modification As Claims/Cost Tool"

Your workers' compensation experience modification is a powerful cost analysis tool. Bring a copy of your experience rating worksheet to class for personalized instructions in learning how to manage and control your company's workers' compensation claims and premium costs.
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Workers' Compensation: "What Employers Should Know About SB 899"

Significant changes in workers' compensation legislation require specific action on the part of employers. This seminar will teach you to understand the medical and legal changes; to ensure medical control over workers' compensation claims; and will give you the tools and forms to report a workers' compensation injury.
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Workers' Compensation: "The Whole World's Watching"

This course provides a comprehensive overview of reducing claims cost without spending money, claim investigation techniques for employers, closing the communication loop, recycling your employees, transitional return to work/why, permanent disability rating and when things go legal.
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