1-day professional training 

3 Hours Continuing Education Credit for insurance professionals

Employee Security/Safety in office  &  mobile talent …Role of Insurance

Active Shooter

Threats and Workplace Violence




Emergency Evacuation, and other perils.

Risk: What’s the Corporate Responsibility?

Learning what to do; what NOT to do 



The AIG Kidnap & Ransom Division is behind this 1-day training to educate attendees on how insurance policies are reacting and covering the perils of Active Shooter, Workplace Violence, Kidnapping, Extortion, Emergency Evacuation, and related claims.  A key focus is that perils traditionally thought to be only outside the U.S. are very much a risk inside the U.S., including Active Shooter, Workplace Violence, and Extortion.

The intent is for the students to understand how insurance policies and the accompanying loss prevention and claims adjustment services work in tandem to provide solutions to claims.

Commentary on recent US-based events…reviewing San Bernardino, Orlando Nightclub, Fort Lauderdale Airport, and multiple other real-time situations to bring focus on today’s reality. 

Attendees will learn together… understanding better the risks- regretfully the increasing nature of them- and how to take action to prevent such incidents, and if they were to fall victim how to best ensure the survival of their employees, families and guests.

Venue:  Conference Center sponsor

15303 Dallas Parkway,  Ste. 110

Addison, Texas 75001

Business: Learning new ways to protect employees, guests, family members.

Law enforcement:  Great strides preventing / combating these incidents.

Support firms:  Working diligently to assist clients with crisis communications, victim support, and ‘corporate brand’ reputation risk efforts.   


REGISTER now at $89/seat … save $100/seat

(October 1st fee becomes $189/seat)


Learn more, see video, click



Produced & Directed by GLOBAL Businessnews

Moderator: Ed Cohen


Broadcast Host


US Tax Deduction for Continuing Professional Education:
A US income tax deduction is allowed for expenses of education including registration fees, travel, meals and lodging, undertaken to maintain or improve skills (Treasury Reg 1.1662-5; Coughlin v. Commissioner Internal Revenue, 203 F2d 307, 2d Circuit 1953)


7:45, Check-in desk opens, refreshments/meet & greet  

8:30 – 9, Program starts with Welcome Remarks & Intros

– 10, Education

10 – 10:20, Break

10:20 – 12:20, Education  

12:20 – 1:20, Lunch & announcements

1:20 – 3:20, Education  

3:20, Insurance role

3:50, Closing remarks, next steps…

4pm, Adjourn





(Retired) Colonel GUS GREEN

– AIG Global Threat Assessment

Since the New York City ‘Twin Towers’ incidents in 1993 and of course in 2001 foreign-perpetrated or  foreign-influenced attacks have been part of our domestic landscape and will likely continue.

However, these risks were originally thought to be contained to the major U.S. cities and principal landmarks.

‘San Bernardino’ December 2015 changed reality for all of us.

You will learn more about:

  1. Historical synopsis: events foreign and domestic.
  2. Targeting specific installations.
  3. How your organization can assess /review their risks, find weak points in physical installations, procedures.
  4. Liaison with public (police, FBI) and private resources to proactively discourage / detect potential infiltrations

10 – Coffee Break



Managing for safety and success  



-Abernathy & MacGregor

As one of the country’s leading crisis management advisers, and co-head of the firm’s crisis management practice, Rhonda Barnat has been involved in helping corporations and non-profits through some of their most defining moments and some of the most visible issues of our time.

Rhonda is an expert in helping companies and non-profits move through an issue and return to normal with their reputations intact.

She is often called upon to assemble the specialized teams that are required when a major crisis befalls an institution.

She is a frequent speaker on crisis communications and crisis management throughout the United States and Europe.

In addition, Rhonda also works with clients in complex mergers and acquisition situations, including proxy contests. Other clients look to her for specialized media and presentation training as part of an overall strategic program. Many national and international insurance companies have selected her and the firm for crisis communications and management in complex situations on behalf of their policyholders. –  (source: Abernathy & MacGregor)

In a company, when incidents occur, managers must quickly and adequately switch from normal public relations mode to what we call ‘Crisis Communications protocols’.

Most importantly, the victim(s), their families, visiting guests, and employees.  Each of these stakeholders require accurate and timely communication of facts, action plans, and significant support.

Further, today’s rapid news cycle (mainstream and social media) require organizations to react proactively in a timely fashion to avoid becoming scapegoats, to avoid brand/reputation issues. 

Presenter will discuss:

  1. The psychology of Crisis Communications …and perception of corporate America.
  2. How to shift attitudes and actions from ‘public relations’ to effective Crisis Communications.
  3. Managing the crisis…orchestrating support activities…keeping victim(s), families, visiting guests, and all the employees well-informed.
  4. Understanding the Principals involved when managing mainstream media interaction… and response.
  5. Learning the proactive steps in order to successfully navigate social media.

11:20am to 12:20pm




–Director, Global Security Operations Center- AIG

Today, there are millions of Americans who either travel overseas on vacation or for work, or live as expatriates.  The perils they face vary widely from auto accidents and food-borne illness, to endemic disease, unsafe workplaces, war, or civil commotion.  Mr. Helms will discuss ‘best practices’ to protect employees and their families, customers, and visiting guests.


  1. Understanding the scope of the various perils, learning about key statistics that face Americans abroad.
  2. How global security / travel services prepare you for overseas exposures; help you cope with incidents.
  3. One phone number… report all incidents…ensure timely / proper duty-of-care.
  4. Examples: Pandemic disease incidents (Ebola), accident trauma (workplace), natural disaster evacuation.

12:20 to 1:20

LUNCH and Announcements

1:20pm – 2:20pm

ACTIVE SHOOTER / WORKPLACE VIOLENCE …What happens when the police arrive



Dallas SWAT (ret)

TTPOA Program Director – Texas Tactical Police Officers Association

Specialties: Warrant entry, hostage rescue, crisis intervention / negotiations, gas and less lethal, sniper. Education and training for SWAT officer’s, critical communication skills for the workplace

From Columbine and Oklahoma City to Aurora and Sandy Hook to the latest incidents in San Bernardino, the Fort Lauderdale airport, Orlando nightclub, Oklahoma State University, domestic and foreign-influenced actors have been carrying-out attacks with alarming intensity.

Once the purview of lone-wolf perpetrators or from scenes in the movies, mass attacks inside the U.S. and Western Europe have become more common. Televised / social media publicity these attacks generate create more problems.

Officer will review:

  1. History and evolution of ‘active shooter’ and ‘workplace violence’ in modern America.
  2. Solutions: Enhanced protocols and preparedness by Law Enforcement.
  3. How to survive an incident …and importantly, what to expect when Law Enforcement arrives.
  4. Employers: Here’s what you can do to minimize / reduce the risk of occurrences.
  5. How organizations can work better with Law Enforcement to prevent and respond to incidents.

2:20pm – 3:20pm



… lessons learned 

Presenter:  Mrs. Barbara Zurita

–Mexican Citizen, now permanent resident of Houston

The former victim was living in Mexico City when she noticed an old acquaintance was at the mall, at the supermarket, etc. She brushed off the sensation of danger; the result was an ordeal that she affirms she wants to make sure no one else endures. 

She will share:

  1. How her life was idyllic, even in higher crime environment of Mexico City.
  2. How this old acquaintance surveilled her and her preschool son without drawing suspicion.
  3. The actual kidnapping event and absconding to the safe house.
  4. Her daily ordeal whereby she and her son were only two of many in a ‘rotating business of victims’.
  5. Her release and the subsequent psychological issues, leading her to relocate to Houston.
  6. She will tell you, how to take preventive measures; and if you are kidnapped taken, how you should react and live through the situation.

3:20 – 3:50pm  


Review of critical coverages to protect against Active Shooter, Workplace Violence and Kidnap & Ransom



– AIG Regional Manager: Kidnap & Ransom Division

Mr. Rivas will guide attendees through a review of key insurance coverages that an insurance agent should review for their client. This analysis matches the discussions from earlier in the day into a concise review.


  1. The main types of policies available under the Kidnap & Ransom, Active Shooter/Workplace Violence, General Liability and Terrorism policies.
  2. Review relevant subcoverages such as Business Interruption, Extra Expense, Death & Dismemberment and Expenses.
  3. Review ‘one claim scenario’ from each of the prior five sessions; matching the types of policies that could have assisted the policyholder.

3:50pm – Closing remarks…”next steps”