Small Firm Forum: Insurance Issues Affecting Small Firms

Tuesday, May 12, 2026

Join us for a presentation and discussion on “Insurance Issues for Small Firms” presented by Melissa Roberts, Vice-President with USI Insurance Services. Melissa is a Professional Liability Insurance Broker & Risk Manager and has also been a long-time contributor to the AIA NEI Chapter. Attendees should come prepared with their questions during the open discussion portion of the meeting.

If you think the SFF is, has and can continue to be a positive component to your practice, please join us for presentation and discussion session.

Learning Objectives

1. Identify the top insurance risks - including professional liability (errors & omissions) general liability, and cyber threats - that commonly lead to claims against small architectural firms.
2. Differentiate between "claims made" and "occurrence" policies to understand how to maintain continuous coverage, particularly when changing carriers or retiring.
3. Formulate a risk management plan that includes best practices in documentation, communication, and project site safety to reduce the frequency of claims.
4. Implement strategies to reduce insurance premiums by aligning coverage limits with actual project risk and implementing quality control procedures.

CE: 1 LU