Seminar  Program

Building Better Construction Contracts 2017


Select a Location:

Why You Should Attend

Negotiating and drafting design and construction contracts that clearly define responsibilities and intelligently allocate risks is an art.  The design and construction process is risky and proper risk identification and allocation is critical to the success of any project.  This course is designed to give you the tools you need to better negotiate and draft design and construction agreements.  The American Institute of Architects (AIA) agreement forms are the most widely used design and construction agreements in the United States.  A thorough understanding of the AIA contract forms is critical as they serve as a benchmark for reasonable risk allocation.  The AIA’s major contract documents are revised every ten years.  2017 marks the issuance of new Owner/Architect agreements, Owner/Contractor agreements, and the General Conditions Document.  One of the major changes for 2017 is the introduction of an Insurance Exhibit.  Understanding the Insurance Exhibit is critical to grasping the risk allocation approach embodied in the AIA documents.  This program will provide you with a solid understanding of the new AIA documents including working with the new Insurance Exhibit. With a new administration making plans for major infrastructure development featuring public/private partnerships, we will devote a segment to the key issues in these contracting arrangements. We also will address the key issues in drafting clear, concise dispute resolution clauses, including the key considerations in crafting an appropriate arbitration clause for your project.  Finally, as we have done in the past, one full hour will be devoted to ethical issues for design and construction attorneys.

What You Will Learn

  • Identify the new critical changes in the major AIA contract documents for 2017
  • Interpret and work with the new AIA Insurance Exhibit
  • Negotiate and draft appropriate dispute clauses, including identifying the key characteristics of a well-drafted arbitration provision
  • Identify and appreciate the particular risks encountered in public/private partnerships

Special Feature

  • Earn one full hour of Ethics credit!

Who Should Attend

Practitioners representing owners, contractors, designers, insurers, regulators and others with a stake in construction. Attorneys and allied professionals who want a firm grasp of construction risk allocation from several perspectives will find this seminar a valuable resource.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction

Speakers: Patrick J. O'Connor, Jr., Timothy R. Twomey

9:15 Critical New AIA Documents: AIA A201 (General Conditions) and Owner-Architect and Owner-Contractor Agreement Updates
• Learn about the newest changes to A201 relating to building information modeling and digital data, evidence of the owner’s financial arrangements, notice, owner-contractor communications, construction schedule details, termination fee, and dispute resolution, among others
• Learn about important modifications to the Owner-Architect Agreements concerning additional vs. supplemental services, compensation, obligations to revise documents, and substitution requests, among others
• Learn about notable updates to the Owner-Contractor Agreements pertaining to progress payments and retainage, termination fee, and liquidated damages, among others
• Understand the genesis of the new Sustainable Projects Exhibit and how it is utilized
Speakers: Robin G. Banks, Michael Bomba, Ken Cobleigh, Timothy R. Twomey

10:45 Networking Break

11:00 Insurance Issues for Design-Build Professionals and AIA Insurance Exhibit
A. The New AIA Insurance Exhibit (30 min.)
• Learn how to use the new AIA Insurance Exhibit
• Understand the optional property insurance coverages identified in the Exhibit
• Identify potential modifications to the Exhibit
• Understand the limitations imposed on Commercial Liability Insurance
• Explain the coverage requirements for additions to and remodels of existing structures
• Understand the requirements for excess insurance
B. Insurance Issues for Design Build Professionals (60 min.)
• Understanding of the risk in Design-Build and Public-Private Partnerships
• Design risk contractually undertaken by the design professional subconsultant to the design-builder
• Discussion of the extent to which design risk contractually assigned to the D-B team in D-B and P3s is insurable under conventional professional liability insurance coverage
• Typical contractual terms found in D-B and P3s
• Factors influencing contractual risk allocation decisions in design-build and P3s
• Discussion of the future of professional liability insurance and whether it will address and mitigate heightened professional liability risk and exposure in D-B and P3s
Speakers: David J. Hatem, Patrick J. O'Connor, Tim Whisler

12:30 Lunch

1:45 Public-Private Partnerships
• Understanding basic P3 models for design-build-finance-operate-maintain projects
• Prioritizing broad risk categories related to political and site related issues
• Identifying the top 5 specific risks to be aware of when setting up contract negotiation strategies
• Understanding insurance and surety issues on P3 projects
• Understanding whether you P3 project is “lienable” under traditional mechanic’s lien statutes
Speakers: Patrick M. Miller, Conor Tighe

2:45 Technology and Construction
A. What Every Construction Lawyer Needs to Know About 3D Printing
• Overview of state-of-the-art 3D printed construction materials technology       
• Contract terms for 3D printed material fabrication using BIM models       
• 3D printed materials/systems code compliance options
B. Materials Transparency: What Responsibilities Do Construction Professionals Owe for the Materials they Specify or Incorporate into the Built Environment
• History of legal liability for Materials Specifiers in the construction industry
• New legal developments in construction specification and materials 
• Recommended contract terms for Specifiers based on history and current practice
Speakers: Kimberly A. Hurtado, Rebecca McWilliams

3:45 Networking Break

4:00 Construction Law: Ethical Challenges
A. Ethical Challenges and Duties of Appointed Counsel (30 min.)
• Understanding and appreciating the tri-partite relationship between attorney, client/insured and insurer
• Understanding the law in jurisdictions where appointed defense counsel owes a duty of care solely to the client/insured versus those jurisdictions where appointed defense counsel owes a duty of care to both the client/insured and the insurer
• Understanding duties of confidentiality and loyalty as appointed defense counsel
• Best practices for acting as insurer appointed counsel
B. Ethical Challenges and Duties of Mediators (30 min.)
• Mediator’s duty to “do no harm”
• Mediator duty to only accept appointments based upon competency and experience
• Mediator consideration of conflicts, waiver standards and disclosure
• Preparation and ex parte communications with parties and counsel
• Obligation of perseverance
• Use of Mediator Settlement Proposals
• Preparation of settlement agreements by Mediators
Speakers: L. Tyrone Holt, David E. Suchar

5:00 Adjourn

Co-Chair(s)
Patrick J. O'Connor, Jr. ~ Faegre Baker Daniels LLP
Timothy R. Twomey ~ Senior Vice President and Deputy General Counsel, CallisonRTKL Inc.
Speaker(s)
Robin G. Banks ~ Goldberg & Banks, P.C.
Michael Bomba ~ Director & Counsel, The American Institute of Architects
Ken Cobleigh ~ Managing Director and Counsel, The American Institute of Architects
David J. Hatem, PC ~ Donovan Hatem LLP
L. Tyrone Holt ~ The Holt Group LLC
Kimberly A. Hurtado ~ Hurtado Zimmerman SC
Rebecca McWilliams ~ McWilliams Law
Patrick M. Miller ~ Faegre Baker Daniels LLP
David E. Suchar ~ Maslon LLP
Conor Tighe ~ Regional Legal Affairs Counsel, Turner Construction Company
Tim Whisler ~ Head of Architects & Engineers Professional Liability - U.S., Canada, and London , AIG
Program Attorney(s)
Justin Capuano ~ Program Attorney, Practising Law Institute

New York City Seminar Location

PLI New York Center
, 1177 Avenue of the Americas, (2nd floor), entrance on 45th Street, New York, New York 10036. (800) 260-4754.

New York City Hotel Accommodations

Crowne Plaza Times Square Manhattan, 1605 Broadway (at 48th Street), New York, NY 10019 (212) 977-4000. When calling, mention Practising Law Institute. You can also make reservations online to access PLI's rates.

The Muse, 130 West 46th Street, New York, NY 10036. Please call reservations at 1-800-546-7866. When calling, please mention Practising Law Institute and rate code PLII. You can also Book Online- Kimpton.

Millennium Broadway Hotel, 145 West 44th Street, New York, NY 10036. Please call reservations at 1-800-622-5569. When calling, please mention Practising Law Institute. You can also book online.

Hyatt Times Square, 135 W. 45th Street, New York, NY 10036. For reservations, please call (646) 364-1234. When calling mention rate code CR56218 or Practising Law Institute.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live seminars qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

California:  PLI’s live seminars qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Illinois: All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Iowa:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Kansas:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Louisiana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Maine:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Minnesota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Mississippi:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Missouri:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Montana:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nebraska:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Nevada:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Hampshire:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Jersey:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New Mexico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live seminars can be used to fulfill the requirements for newly admitted attorneys. All credit categories may be earned via transitional live seminars.

North Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars

North Dakota:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Ohio:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oklahoma:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania: PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Puerto Rico:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Rhode Island:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

South Carolina:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Tennessee:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Vermont:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live seminars qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

West Virginia:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wisconsin:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

Wyoming:  PLI’s live seminars qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live seminars.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live seminars qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live seminars qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC): PLI’s live seminars can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live seminars qualify as “live” credit. There is no limit to the number of points an attorney can earn via live seminars.

United Kingdom (CPD-UK):  PLI’s live seminars can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live seminars qualify as “live” credit in all Australian jurisdictions. There is no limit to the number of credits an attorney can earn via live seminars.

Other Credit Types

CPE Credit (NASBA): PLI’s live seminars qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE): PLI’s live seminars may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live seminars may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live seminars may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live seminars may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live seminars qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live seminars qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live seminars may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live seminars may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live seminars may fulfill ABA credit requirements.

 

Why You Should Attend

Negotiating and drafting design and construction contracts that clearly define responsibilities and intelligently allocate risks is an art.  The design and construction process is risky and proper risk identification and allocation is critical to the success of any project.  This course is designed to give you the tools you need to better negotiate and draft design and construction agreements.  The American Institute of Architects (AIA) agreement forms are the most widely used design and construction agreements in the United States.  A thorough understanding of the AIA contract forms is critical as they serve as a benchmark for reasonable risk allocation.  The AIA’s major contract documents are revised every ten years.  2017 marks the issuance of new Owner/Architect agreements, Owner/Contractor agreements, and the General Conditions Document.  One of the major changes for 2017 is the introduction of an Insurance Exhibit.  Understanding the Insurance Exhibit is critical to grasping the risk allocation approach embodied in the AIA documents.  This program will provide you with a solid understanding of the new AIA documents including working with the new Insurance Exhibit. With a new administration making plans for major infrastructure development featuring public/private partnerships, we will devote a segment to the key issues in these contracting arrangements. We also will address the key issues in drafting clear, concise dispute resolution clauses, including the key considerations in crafting an appropriate arbitration clause for your project.  Finally, as we have done in the past, one full hour will be devoted to ethical issues for design and construction attorneys.

What You Will Learn

  • Identify the new critical changes in the major AIA contract documents for 2017
  • Interpret and work with the new AIA Insurance Exhibit
  • Negotiate and draft appropriate dispute clauses, including identifying the key characteristics of a well-drafted arbitration provision
  • Identify and appreciate the particular risks encountered in public/private partnerships

Special Feature

  • Earn one full hour of Ethics credit!

Who Should Attend

Practitioners representing owners, contractors, designers, insurers, regulators and others with a stake in construction. Attorneys and allied professionals who want a firm grasp of construction risk allocation from several perspectives will find this seminar a valuable resource.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction

Speakers: Patrick J. O'Connor, Jr., Timothy R. Twomey

9:15 Critical New AIA Documents: AIA A201 (General Conditions) and Owner-Architect and Owner-Contractor Agreement Updates
• Learn about the newest changes to A201 relating to building information modeling and digital data, evidence of the owner’s financial arrangements, notice, owner-contractor communications, construction schedule details, termination fee, and dispute resolution, among others
• Learn about important modifications to the Owner-Architect Agreements concerning additional vs. supplemental services, compensation, obligations to revise documents, and substitution requests, among others
• Learn about notable updates to the Owner-Contractor Agreements pertaining to progress payments and retainage, termination fee, and liquidated damages, among others
• Understand the genesis of the new Sustainable Projects Exhibit and how it is utilized
Speakers: Robin G. Banks, Michael Bomba, Ken Cobleigh, Timothy R. Twomey

10:45 Networking Break

11:00 Insurance Issues for Design-Build Professionals and AIA Insurance Exhibit
A. The New AIA Insurance Exhibit (30 min.)
• Learn how to use the new AIA Insurance Exhibit
• Understand the optional property insurance coverages identified in the Exhibit
• Identify potential modifications to the Exhibit
• Understand the limitations imposed on Commercial Liability Insurance
• Explain the coverage requirements for additions to and remodels of existing structures
• Understand the requirements for excess insurance
B. Insurance Issues for Design Build Professionals (60 min.)
• Understanding of the risk in Design-Build and Public-Private Partnerships
• Design risk contractually undertaken by the design professional subconsultant to the design-builder
• Discussion of the extent to which design risk contractually assigned to the D-B team in D-B and P3s is insurable under conventional professional liability insurance coverage
• Typical contractual terms found in D-B and P3s
• Factors influencing contractual risk allocation decisions in design-build and P3s
• Discussion of the future of professional liability insurance and whether it will address and mitigate heightened professional liability risk and exposure in D-B and P3s
Speakers: David J. Hatem, Patrick J. O'Connor, Tim Whisler

12:30 Lunch

1:45 Public-Private Partnerships
• Understanding basic P3 models for design-build-finance-operate-maintain projects
• Prioritizing broad risk categories related to political and site related issues
• Identifying the top 5 specific risks to be aware of when setting up contract negotiation strategies
• Understanding insurance and surety issues on P3 projects
• Understanding whether you P3 project is “lienable” under traditional mechanic’s lien statutes
Speakers: Patrick M. Miller, Conor Tighe

2:45 Technology and Construction
A. What Every Construction Lawyer Needs to Know About 3D Printing
• Overview of state-of-the-art 3D printed construction materials technology       
• Contract terms for 3D printed material fabrication using BIM models       
• 3D printed materials/systems code compliance options
B. Materials Transparency: What Responsibilities Do Construction Professionals Owe for the Materials they Specify or Incorporate into the Built Environment
• History of legal liability for Materials Specifiers in the construction industry
• New legal developments in construction specification and materials 
• Recommended contract terms for Specifiers based on history and current practice
Speakers: Kimberly A. Hurtado, Rebecca McWilliams

3:45 Networking Break

4:00 Construction Law: Ethical Challenges
A. Ethical Challenges and Duties of Appointed Counsel (30 min.)
• Understanding and appreciating the tri-partite relationship between attorney, client/insured and insurer
• Understanding the law in jurisdictions where appointed defense counsel owes a duty of care solely to the client/insured versus those jurisdictions where appointed defense counsel owes a duty of care to both the client/insured and the insurer
• Understanding duties of confidentiality and loyalty as appointed defense counsel
• Best practices for acting as insurer appointed counsel
B. Ethical Challenges and Duties of Mediators (30 min.)
• Mediator’s duty to “do no harm”
• Mediator duty to only accept appointments based upon competency and experience
• Mediator consideration of conflicts, waiver standards and disclosure
• Preparation and ex parte communications with parties and counsel
• Obligation of perseverance
• Use of Mediator Settlement Proposals
• Preparation of settlement agreements by Mediators
Speakers: L. Tyrone Holt, David E. Suchar

5:00 Adjourn

Co-Chair(s)
Patrick J. O'Connor, Jr. ~ Faegre Baker Daniels LLP
Timothy R. Twomey ~ Senior Vice President and Deputy General Counsel, CallisonRTKL Inc.
Speaker(s)
Robin G. Banks ~ Goldberg & Banks, P.C.
Michael Bomba ~ Director & Counsel, The American Institute of Architects
Ken Cobleigh ~ Managing Director and Counsel, The American Institute of Architects
David J. Hatem, PC ~ Donovan Hatem LLP
L. Tyrone Holt ~ The Holt Group LLC
Kimberly A. Hurtado ~ Hurtado Zimmerman SC
Rebecca McWilliams ~ McWilliams Law
Patrick M. Miller ~ Faegre Baker Daniels LLP
David E. Suchar ~ Maslon LLP
Conor Tighe ~ Regional Legal Affairs Counsel, Turner Construction Company
Tim Whisler ~ Head of Architects & Engineers Professional Liability - U.S., Canada, and London , AIG
Program Attorney(s)
Justin Capuano ~ Program Attorney, Practising Law Institute
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered. If two or more individuals wish to participate in a webcast and receive credit, PLI would be happy to provide a Groupcast – group viewing of a webcast. To schedule a Groupcast, please contact PLI at groupcasts@pli.edu.


U.S. MCLE States

Alabama:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live webcasts qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

California:  PLI’s live webcasts qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live webcasts qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live webcasts qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live webcasts qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period.

Iowa:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kansas:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Kentucky:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Louisiana:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Minnesota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Mississippi:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Montana:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Nebraska:  PLI’s live webcasts qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Hampshire:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New Jersey:  PLI’s live webcasts qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live webcasts can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live webcasts. Skills credits may not be earned via live webcasts.

North Carolina:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

North Dakota:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Ohio:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s live webcasts qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

South Carolina:  PLI’s live webcasts qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live webcasts qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live webcasts qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

West Virginia:  PLI’s live webcasts qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

Wyoming:  PLI’s live webcasts qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live webcasts.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live webcasts qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live webcasts qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live webcasts can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live webcasts qualify as “distance learning” credit. Attorneys are limited to 15 points of distance learning programs per reporting period.

United Kingdom (CPD-UK):  PLI’s live webcasts can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live webcasts may fulfill Australia’s CPD requirements. Credit limits for live webcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Other Credit Types

CPE Credit (NASBA):  PLI’s live webcasts qualify as “Group-Internet-Based” (GIB) credit.

IRS Continuing Education (IRS-CE):  PLI’s live webcasts may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live webcasts may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live webcasts may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live webcasts may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live webcasts qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live webcasts qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live programs.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live webcasts may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live webcasts may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live webcasts may fulfill ABA credit requirements.

 

Why You Should Attend

Negotiating and drafting design and construction contracts that clearly define responsibilities and intelligently allocate risks is an art.  The design and construction process is risky and proper risk identification and allocation is critical to the success of any project.  This course is designed to give you the tools you need to better negotiate and draft design and construction agreements.  The American Institute of Architects (AIA) agreement forms are the most widely used design and construction agreements in the United States.  A thorough understanding of the AIA contract forms is critical as they serve as a benchmark for reasonable risk allocation.  The AIA’s major contract documents are revised every ten years.  2017 marks the issuance of new Owner/Architect agreements, Owner/Contractor agreements, and the General Conditions Document.  One of the major changes for 2017 is the introduction of an Insurance Exhibit.  Understanding the Insurance Exhibit is critical to grasping the risk allocation approach embodied in the AIA documents.  This program will provide you with a solid understanding of the new AIA documents including working with the new Insurance Exhibit. With a new administration making plans for major infrastructure development featuring public/private partnerships, we will devote a segment to the key issues in these contracting arrangements. We also will address the key issues in drafting clear, concise dispute resolution clauses, including the key considerations in crafting an appropriate arbitration clause for your project.  Finally, as we have done in the past, one full hour will be devoted to ethical issues for design and construction attorneys.

What You Will Learn

  • Identify the new critical changes in the major AIA contract documents for 2017
  • Interpret and work with the new AIA Insurance Exhibit
  • Negotiate and draft appropriate dispute clauses, including identifying the key characteristics of a well-drafted arbitration provision
  • Identify and appreciate the particular risks encountered in public/private partnerships

Special Feature

  • Earn one full hour of Ethics credit!

Who Should Attend

Practitioners representing owners, contractors, designers, insurers, regulators and others with a stake in construction. Attorneys and allied professionals who want a firm grasp of construction risk allocation from several perspectives will find this seminar a valuable resource.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction

Speakers: Patrick J. O'Connor, Jr., Timothy R. Twomey

9:15 Critical New AIA Documents: AIA A201 (General Conditions) and Owner-Architect and Owner-Contractor Agreement Updates
• Learn about the newest changes to A201 relating to building information modeling and digital data, evidence of the owner’s financial arrangements, notice, owner-contractor communications, construction schedule details, termination fee, and dispute resolution, among others
• Learn about important modifications to the Owner-Architect Agreements concerning additional vs. supplemental services, compensation, obligations to revise documents, and substitution requests, among others
• Learn about notable updates to the Owner-Contractor Agreements pertaining to progress payments and retainage, termination fee, and liquidated damages, among others
• Understand the genesis of the new Sustainable Projects Exhibit and how it is utilized
Speakers: Robin G. Banks, Michael Bomba, Ken Cobleigh, Timothy R. Twomey

10:45 Networking Break

11:00 Insurance Issues for Design-Build Professionals and AIA Insurance Exhibit
A. The New AIA Insurance Exhibit (30 min.)
• Learn how to use the new AIA Insurance Exhibit
• Understand the optional property insurance coverages identified in the Exhibit
• Identify potential modifications to the Exhibit
• Understand the limitations imposed on Commercial Liability Insurance
• Explain the coverage requirements for additions to and remodels of existing structures
• Understand the requirements for excess insurance
B. Insurance Issues for Design Build Professionals (60 min.)
• Understanding of the risk in Design-Build and Public-Private Partnerships
• Design risk contractually undertaken by the design professional subconsultant to the design-builder
• Discussion of the extent to which design risk contractually assigned to the D-B team in D-B and P3s is insurable under conventional professional liability insurance coverage
• Typical contractual terms found in D-B and P3s
• Factors influencing contractual risk allocation decisions in design-build and P3s
• Discussion of the future of professional liability insurance and whether it will address and mitigate heightened professional liability risk and exposure in D-B and P3s
Speakers: David J. Hatem, Patrick J. O'Connor, Tim Whisler

12:30 Lunch

1:45 Public-Private Partnerships
• Understanding basic P3 models for design-build-finance-operate-maintain projects
• Prioritizing broad risk categories related to political and site related issues
• Identifying the top 5 specific risks to be aware of when setting up contract negotiation strategies
• Understanding insurance and surety issues on P3 projects
• Understanding whether you P3 project is “lienable” under traditional mechanic’s lien statutes
Speakers: Patrick M. Miller, Conor Tighe

2:45 Technology and Construction
A. What Every Construction Lawyer Needs to Know About 3D Printing
• Overview of state-of-the-art 3D printed construction materials technology       
• Contract terms for 3D printed material fabrication using BIM models       
• 3D printed materials/systems code compliance options
B. Materials Transparency: What Responsibilities Do Construction Professionals Owe for the Materials they Specify or Incorporate into the Built Environment
• History of legal liability for Materials Specifiers in the construction industry
• New legal developments in construction specification and materials 
• Recommended contract terms for Specifiers based on history and current practice
Speakers: Kimberly A. Hurtado, Rebecca McWilliams

3:45 Networking Break

4:00 Construction Law: Ethical Challenges
A. Ethical Challenges and Duties of Appointed Counsel (30 min.)
• Understanding and appreciating the tri-partite relationship between attorney, client/insured and insurer
• Understanding the law in jurisdictions where appointed defense counsel owes a duty of care solely to the client/insured versus those jurisdictions where appointed defense counsel owes a duty of care to both the client/insured and the insurer
• Understanding duties of confidentiality and loyalty as appointed defense counsel
• Best practices for acting as insurer appointed counsel
B. Ethical Challenges and Duties of Mediators (30 min.)
• Mediator’s duty to “do no harm”
• Mediator duty to only accept appointments based upon competency and experience
• Mediator consideration of conflicts, waiver standards and disclosure
• Preparation and ex parte communications with parties and counsel
• Obligation of perseverance
• Use of Mediator Settlement Proposals
• Preparation of settlement agreements by Mediators
Speakers: L. Tyrone Holt, David E. Suchar

5:00 Adjourn

Co-Chair(s)
Patrick J. O'Connor, Jr. ~ Faegre Baker Daniels LLP
Timothy R. Twomey ~ Senior Vice President and Deputy General Counsel, CallisonRTKL Inc.
Speaker(s)
Robin G. Banks ~ Goldberg & Banks, P.C.
Michael Bomba ~ Director & Counsel, The American Institute of Architects
Ken Cobleigh ~ Managing Director and Counsel, The American Institute of Architects
David J. Hatem, PC ~ Donovan Hatem LLP
L. Tyrone Holt ~ The Holt Group LLC
Kimberly A. Hurtado ~ Hurtado Zimmerman SC
Rebecca McWilliams ~ McWilliams Law
Patrick M. Miller ~ Faegre Baker Daniels LLP
David E. Suchar ~ Maslon LLP
Conor Tighe ~ Regional Legal Affairs Counsel, Turner Construction Company
Tim Whisler ~ Head of Architects & Engineers Professional Liability - U.S., Canada, and London , AIG
Program Attorney(s)
Justin Capuano ~ Program Attorney, Practising Law Institute
Cleveland Groupcast Location

The Cleveland Metropolitan Bar Association, 1375 E. 9th Street – Floor 2, Cleveland, Ohio 44114. 216-696-2404.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

California:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Iowa:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Kansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Louisiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Maine:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Minnesota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Mississippi:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Montana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nebraska:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nevada:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Hampshire:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Jersey:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live groupcasts. Skills credits may not be earned via live groupcasts.

North Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

North Dakota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Ohio:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oklahoma:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Puerto Rico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Rhode Island:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

South Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Tennessee:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

West Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wisconsin:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wyoming:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of points an attorney can earn via live groupcasts.

United Kingdom (CPD-UK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live groupcasts.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

 

Why You Should Attend

Negotiating and drafting design and construction contracts that clearly define responsibilities and intelligently allocate risks is an art.  The design and construction process is risky and proper risk identification and allocation is critical to the success of any project.  This course is designed to give you the tools you need to better negotiate and draft design and construction agreements.  The American Institute of Architects (AIA) agreement forms are the most widely used design and construction agreements in the United States.  A thorough understanding of the AIA contract forms is critical as they serve as a benchmark for reasonable risk allocation.  The AIA’s major contract documents are revised every ten years.  2017 marks the issuance of new Owner/Architect agreements, Owner/Contractor agreements, and the General Conditions Document.  One of the major changes for 2017 is the introduction of an Insurance Exhibit.  Understanding the Insurance Exhibit is critical to grasping the risk allocation approach embodied in the AIA documents.  This program will provide you with a solid understanding of the new AIA documents including working with the new Insurance Exhibit. With a new administration making plans for major infrastructure development featuring public/private partnerships, we will devote a segment to the key issues in these contracting arrangements. We also will address the key issues in drafting clear, concise dispute resolution clauses, including the key considerations in crafting an appropriate arbitration clause for your project.  Finally, as we have done in the past, one full hour will be devoted to ethical issues for design and construction attorneys.

What You Will Learn

  • Identify the new critical changes in the major AIA contract documents for 2017
  • Interpret and work with the new AIA Insurance Exhibit
  • Negotiate and draft appropriate dispute clauses, including identifying the key characteristics of a well-drafted arbitration provision
  • Identify and appreciate the particular risks encountered in public/private partnerships

Special Feature

  • Earn one full hour of Ethics credit!

Who Should Attend

Practitioners representing owners, contractors, designers, insurers, regulators and others with a stake in construction. Attorneys and allied professionals who want a firm grasp of construction risk allocation from several perspectives will find this seminar a valuable resource.


PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

PLI Can Arrange Group Viewing to Your Firm

Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

9:00 Opening Remarks and Introduction

Speakers: Patrick J. O'Connor, Jr., Timothy R. Twomey

9:15 Critical New AIA Documents: AIA A201 (General Conditions) and Owner-Architect and Owner-Contractor Agreement Updates
• Learn about the newest changes to A201 relating to building information modeling and digital data, evidence of the owner’s financial arrangements, notice, owner-contractor communications, construction schedule details, termination fee, and dispute resolution, among others
• Learn about important modifications to the Owner-Architect Agreements concerning additional vs. supplemental services, compensation, obligations to revise documents, and substitution requests, among others
• Learn about notable updates to the Owner-Contractor Agreements pertaining to progress payments and retainage, termination fee, and liquidated damages, among others
• Understand the genesis of the new Sustainable Projects Exhibit and how it is utilized
Speakers: Robin G. Banks, Michael Bomba, Ken Cobleigh, Timothy R. Twomey

10:45 Networking Break

11:00 Insurance Issues for Design-Build Professionals and AIA Insurance Exhibit
A. The New AIA Insurance Exhibit (30 min.)
• Learn how to use the new AIA Insurance Exhibit
• Understand the optional property insurance coverages identified in the Exhibit
• Identify potential modifications to the Exhibit
• Understand the limitations imposed on Commercial Liability Insurance
• Explain the coverage requirements for additions to and remodels of existing structures
• Understand the requirements for excess insurance
B. Insurance Issues for Design Build Professionals (60 min.)
• Understanding of the risk in Design-Build and Public-Private Partnerships
• Design risk contractually undertaken by the design professional subconsultant to the design-builder
• Discussion of the extent to which design risk contractually assigned to the D-B team in D-B and P3s is insurable under conventional professional liability insurance coverage
• Typical contractual terms found in D-B and P3s
• Factors influencing contractual risk allocation decisions in design-build and P3s
• Discussion of the future of professional liability insurance and whether it will address and mitigate heightened professional liability risk and exposure in D-B and P3s
Speakers: David J. Hatem, Patrick J. O'Connor, Tim Whisler

12:30 Lunch

1:45 Public-Private Partnerships
• Understanding basic P3 models for design-build-finance-operate-maintain projects
• Prioritizing broad risk categories related to political and site related issues
• Identifying the top 5 specific risks to be aware of when setting up contract negotiation strategies
• Understanding insurance and surety issues on P3 projects
• Understanding whether you P3 project is “lienable” under traditional mechanic’s lien statutes
Speakers: Patrick M. Miller, Conor Tighe

2:45 Technology and Construction
A. What Every Construction Lawyer Needs to Know About 3D Printing
• Overview of state-of-the-art 3D printed construction materials technology       
• Contract terms for 3D printed material fabrication using BIM models       
• 3D printed materials/systems code compliance options
B. Materials Transparency: What Responsibilities Do Construction Professionals Owe for the Materials they Specify or Incorporate into the Built Environment
• History of legal liability for Materials Specifiers in the construction industry
• New legal developments in construction specification and materials 
• Recommended contract terms for Specifiers based on history and current practice
Speakers: Kimberly A. Hurtado, Rebecca McWilliams

3:45 Networking Break

4:00 Construction Law: Ethical Challenges
A. Ethical Challenges and Duties of Appointed Counsel (30 min.)
• Understanding and appreciating the tri-partite relationship between attorney, client/insured and insurer
• Understanding the law in jurisdictions where appointed defense counsel owes a duty of care solely to the client/insured versus those jurisdictions where appointed defense counsel owes a duty of care to both the client/insured and the insurer
• Understanding duties of confidentiality and loyalty as appointed defense counsel
• Best practices for acting as insurer appointed counsel
B. Ethical Challenges and Duties of Mediators (30 min.)
• Mediator’s duty to “do no harm”
• Mediator duty to only accept appointments based upon competency and experience
• Mediator consideration of conflicts, waiver standards and disclosure
• Preparation and ex parte communications with parties and counsel
• Obligation of perseverance
• Use of Mediator Settlement Proposals
• Preparation of settlement agreements by Mediators
Speakers: L. Tyrone Holt, David E. Suchar

5:00 Adjourn

Co-Chair(s)
Patrick J. O'Connor, Jr. ~ Faegre Baker Daniels LLP
Timothy R. Twomey ~ Senior Vice President and Deputy General Counsel, CallisonRTKL Inc.
Speaker(s)
Robin G. Banks ~ Goldberg & Banks, P.C.
Michael Bomba ~ Director & Counsel, The American Institute of Architects
Ken Cobleigh ~ Managing Director and Counsel, The American Institute of Architects
David J. Hatem, PC ~ Donovan Hatem LLP
L. Tyrone Holt ~ The Holt Group LLC
Kimberly A. Hurtado ~ Hurtado Zimmerman SC
Rebecca McWilliams ~ McWilliams Law
Patrick M. Miller ~ Faegre Baker Daniels LLP
David E. Suchar ~ Maslon LLP
Conor Tighe ~ Regional Legal Affairs Counsel, Turner Construction Company
Tim Whisler ~ Head of Architects & Engineers Professional Liability - U.S., Canada, and London , AIG
Program Attorney(s)
Justin Capuano ~ Program Attorney, Practising Law Institute
New Jersey Groupcast Location

New Jersey Institute for Continuing Legal Education, One Constitution Square, New Brunswick, NJ 08901-1520. 732-249-5100.

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

California:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Iowa:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Kansas:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live programs.

Kentucky:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Louisiana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Maine:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Minnesota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Mississippi:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Montana:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nebraska:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Nevada:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Hampshire:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New Jersey:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live groupcasts. Skills credits may not be earned via live groupcasts.

North Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

North Dakota:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Ohio:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oklahoma:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Puerto Rico:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Rhode Island:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

South Carolina:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Tennessee:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

West Virginia:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wisconsin:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.

Wyoming:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live groupcasts.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” credit. There is no limit to the number of points an attorney can earn via live groupcasts.

United Kingdom (CPD-UK):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Australia’s CPD requirements. Credit limits for live groupcasts vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “Group-Live delivery” credit.

IRS Continuing Education (IRS-CE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live groupcasts.

Certified Anti-Money Laundering Specialists (CAMS):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  PLI’s live groupcasts (i.e. live webcasts available for group viewing at co-sponsored locations) may fulfill ABA credit requirements.

 

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