Webinar: Email - The Seven Deadly Sins 

Emails are part of the oxygen of our daily professional lives. They are a primary path of communication and we use them to get things done. Yet given the litigious nature of our world, it is critical to treat this common form of communication with the attention it needs and think very carefully about what we write and why we write it. This three-part program presents examples of self-implicating and subsequently weaponized emails and guidelines for writing appropriate, shorter, clearer messages.

Date And Time: Wed, December 2, 2020 3:00 PM – 4:30 PM PST

Length of Activity: approx. 1.5 hours  

Learning Units: 1.5 core LUs/PDH

Professional Liability Insurance Premium Credit: 10% on next renewal for Metrix clients insured with AXA XL Design Professional 

Learning Objectives 

  • Participants will explore the best practices for writing well-crafted emails that are clear, concise and actionable  
  • With the study of emails from actual claims cases and disputes, attendees will examine and edit these cited emails, identifying inappropriate text and discussing alternative language or alternative methods of communication  
  • Throughout this program attendees will be able to recognize and comprehend email communication that could create a misunderstanding, exacerbate an issue, or complicate the sender in a claim  
  • By the conclusion of this program, attendees will be able to use litmus test questions to evaluate their emails before sending them; and to access the need to send or further revise an email message with additional recommended preemptive actions 

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Presenters: 

Rob McLeod, CAIB, CIP 

Professional Liability Insurance Broker, Metrix Professional Insurance Brokers 

Rob McLeod is an insurance broker with 10 years of risk management experience. He specializes in assisting architects, engineers, and construction professionals manage their risk exposures through education and quality insurance solutions. Rob is an active member of the design professional community and regularly publishes articles related to loss prevention. 

 

Patty Huntley, PMP, MBA 

Risk Manager of Loss Prevention and Client Education, AXA XL Design Professional Insurance 

Patty Huntley, PMP, MBA is a Risk Manager for the North American design professional unit of AXA XL.  Patty’s 35-year career includes an extensive background in the A/E/C industry.  She began her consulting career in 1989 with an environmental engineering firm.  Subsequently, for 14 years, she provided consulting services to the industry with a focus on project delivery and program management.  As a member of AXA XL’s DP Client Education team, Patty works with brokers, our insureds, and trade associations providing the resources and education to empower A/E industry professionals to effectively manage risk in design and construction. 

Patty lives and works in Fort Collins, Colorado.