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Ohio Small Firm Exchange- Part 3: Understanding Contract Requirements and Insurance Implications from a Small Firm Perspective

Cost

Free

Location

Zoom

Program Overview

In this final part of our 3-part series, we will be discussing Understanding Contract Requirements and Insurance Implications from a Small Firm Perspective.

As the saying goes, “the devil is in the details” and nowhere is this more true than in the types of agreements that design professionals are often asked to sign.

From indemnity agreements, to termination clauses, to limitations of liability, contracts are rife with provisions that can help, or hurt, firms… and these may not be apparent until well after the contract signing.

This seminar aims to provide firm principals and professionals with an overview of common contract provisions, their ideal form, and how the design professional can navigate that less-than-ideal version of these provisions to best safeguard the firm.

Presenter: Tim Shumrick, Oswald Companies 

This program is organized by the Ohio Small Firm Exchange.

Learning Objectives

  • Common Provisions – We will discuss the contract clauses that design firms commonly encounter while considering: What is the importance of this provision? What are the insurance and risk management implications of this clause? What does this provision typically look like?

  • Sources of Provisions – Which entities produce contract language, and where can I find ideal language that will help protect my firm?

  • Negotiation Talking Points – We will look at a few examples of the “not-so-ideal version” of common contract provisions, and explain why clients often ask for these. We will also discuss how you can work through contract provisions presented to you by your client. Finally, we will provide a number of talking-points to help you negotiate toward ideal versions of contract clauses.

Continuing Education Details

Course Number: TBD
Instructional Delivery Method: live
AIA CES Program Approval Expiration Date: TBD
Prerequisites: none
Program Level: beginner
Advance Learner Preparation: none

AIA CES Provider Statement

Oswald is a registered provider of AIA-approved continuing education under Provider Number E120. All registered AIA CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider or this learning program may be sent to AIA CES (cessupport@aia.org or (800) AIA 3837, Option 3).

This learning program is registered with AIA CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product.

AIA continuing education credit has been reviewed and approved by AIA CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.


During this program, photography, audio, and video recording may occur. By attending this program, you consent to interview(s), photography, audio recording, video recording and its/their release, publication, exhibition, or reproduction to be used for news, web casts, promotional purposes, telecasts, advertising, inclusion on websites, social media, or any other purpose by AIA Cincinnati and its affiliates and representatives. Images, photos and/or videos may be used to promote similar AIA Cincinnati in the future, highlight the program, and exhibit the capabilities of AIA Cincinnati.

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Local Advocacy Working Group

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SAID Works! 2026