First Responders Protect Us: Let’s Help Them Heal!
Gerry Stanley, M.D.
SVP & Chief Medical Officer, Harvard MedTech
Gerry Stanley gives his expertise and experience on ways to identify injuries or trauma encountered by first responders. He states that larger events are easier to identify, while smaller or day-to-day traumas are harder to track due to incremental buildup.
An example of trauma experienced by first responders centers around COVID-19. Many of the initial needs of the public during the pandemic were shouldered by first responders when hospitals and family members were unable to meet the needs of people.
Identification may be tricky when treating first responders, as many of them don’t feel comfortable self reporting. At times, it should be considered by supervisors to maintain the attention to detail and wherewithal to identify and address the stress their responders may be facing. It is important to maintain a holistic perspective or a wellness element within the organization.
There are also new solutions that provide help for individuals while at home, including virtual check ins. Organizations need to ensure consistency with regards to first responder access to counselors and other wellness professionals.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Gerry Stanley, M.D.
SVP & Chief Medical Officer, Harvard MedTech
Responsibilities
Gerry leads a digital health technology company that focuses on utilizing a biopsychosocial model to deliver trauma informed care to patients by utilizing virtual reality technology in the patient’s home coupled with personalized behavioral health intervention strategies to assist employers and insurance carriers in managing patient populations to ensure optimal outcomes while containing costs. He coordinates contracts between payers, employers, providers, adjusters and case managers to drive optimal triple aim outcomes for all involved parties while aligning emerging and evolving markets. Gerry facilitates capital discussions between early investors, Series A and venture partners as part of a strategic initiative for corporate growth. He also leads fundraising efforts between $1M and $20M per engagement. He represents the company as the thought leader and market facing presence for onsite and virtual speaking engagements, podcasts, television appearances and partner/corporate strategy sessions. Gerry develops content for the virtual reality platform, including but not limited to authorship, narration and visioning of virtual worlds/visual presentations. In addition, Gerry develops and leads a multi-specialty group of physicians in the HMT Medical Advisory Board.
ERM Experience
Gerry developed and maintained a national health system utilizing PRM and claims data to minimize risk, lower cost and improve patient outcomes. He also develops software and a platform to serve patients and payers to minimize opioid risks and serve patients dealing with the bio-psycho-social aspects of trauma and injuries. Gerry consults with health systems and enterprise-level employers to review benefits plans and risk strategies to develop new and innovative strategies.
Professional Affiliations
- American Academy of Family Physicians
- Risk and Insurance Management Society
Education
- Northwestern University: Kellogg School of Management - Physician CEO certification
- Northern Colorado Medical Center: Family Medicine Residency
- Creighton University School of Medicine
- Creighton University College of Arts and Sciences
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Application of the Texas Enterprise Risk Management Guidelines
Lisette Osborne
Occupational Health Nurse and Program Director, TX Health and Human Services Commission
On this week’s podcast, Lisette Osborne discusses the application of an occupational health program merging within the risk management arena.
As a public health nurse for over 30 years, Lisette has ventured into the occupational health world; defining what occupational health is to a variety of individuals.
Occupational health primarily focuses on prevention of workplace-related illness and injury, which includes education, training and bringing awareness to employees on personal prevention strategies.
Key considerations of designing a program:
- What is the benefit of the agency?
- What is the value added?
- Why does this risk management exist?
- How will it function?
- What is the importance of evaluating the program?
- Who do you need to convince or sell the program to stakeholders?
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Lisette Osborne
Occupational Health Nurse and Program Director, TX Health and Human Services Commission
Summary of Qualifications
Lisette is a public health and nursing executive with over 28 years of public health administration/program management experience. After serving over eight years as the manager of the Preparedness Branch in the Center for Health Emergency Preparedness and Response of the TX Department of State Health Services, she joined the Texas Health and Human Services Commission as the occupational health nurse director within emergency and risk management in April 2021. In this role she is the clinical lead conducting assessments of COVID work exposures as well as crafting an occupational health program for the agency. Her role was recently expanded to include serving as the senior advisor for the System Support Services division of the agency.
Responsibilities
Lisette serves as the occupational health nurse and program director for TX Health and Human Services, and legislative coordinator and senior advisor for the System Support Services. Responsibilities include conducting and facilitating legislative bill analysis and cost estimates, working closely with human resources, the office of chief counsel, local and regional business services, and others on occupational health-related issues, evaluating reports of occupational health-related injury/accidents and illnesses, providing consultation on FMLA, reasonable accommodation requests, and worker' compensation claims, conducting statistical analysis, and developing relevant policy and procedure.
Business Experience
- Public health nursing and program management
- Contracts and procurement
- Emergency preparedness and response
- Adjunct nursing professor
- Public speaking
- Past president TX Public Health Association, (National) Association of Public Health Nurses
- Site visitor for the Public Health Accreditation Board
Professional Affiliations
- TX Public Health Association
- TX PRIMA
- PRIMA (TX HHSC roster)
Education
- BS Nursing, University of Texas Health Science Center, San Antonio, TX 1986
- MS Nursing, Major: Neonatology, Minor: Education, University of Texas Health Science Center, San Antonio, TX 1991
- Executive Certificate, Public Administration, Liberty University, Lynchburg, VA 2021
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Ethical Responses to Allegations of Sexual Misconduct: Are You Prepared?
Dr. Kathleen McChesney
CEO, Kinsale Consulting
Kathleen McChesney details the responsibilities that school and youth-serving organizations need to take in order to prevent sexual misconduct.
Recent studies show that 4% of children are abused in school settings around the country. The steps in prevention include:
- Establishing policies based on research of successful programs.
- Following your state legislation.
- Tailoring an effective plan for your organization’s specific geography, accessibility and demographics.
- Establishing a program manager that is responsible for implementing and reviewing the prevention plan.
Additionally, Kathleen shares the steps an organization should take if they receive an allegation, the importance of transparency regarding abuse allegations, the importance of accountability and emerging issues.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Dr. Kathleen McChesney
CEO, Kinsale Consulting
Summary of Qualifications
Kathleen was the former executive director, office of child protection for the US Catholic Bishops' Conference. She was also an FBI special agent and FBI executive assistant director, as well as a detective for King County Police (Seattle, WA).
Responsibilities
With Kinsale Consulting, Kathleen provides consulting services for executives in businesses and non-profit organizations. Since its inception, the firm has performed security strategy and crisis management reviews, designed security structures and developed client-specific crisis management plans and training programs for multi-national corporations and non-profit agencies and religious organizations. Kathleen has conducted sensitive confidential internal investigations of employee misconduct, theft and fraud. Associates are subject matter experts and former law enforcement executives from federal, state and municipal agencies with extensive experience in risk management, security and crime prevention and investigations.
Business Experience
As the vice president for threat assessment and crisis management for The Walt Disney Company, Kathleen led a global team that assessed a wide variety of organizational risk; prepared and implemented crisis management plans, training and exercises for the company’s diverse operational regions and business segments; evaluated global critical incidents, political and social problems; and recommended mitigating actions to minimize the impact of major incidents on business.
Kathleen was selected by the United States Catholic Bishops’ Conference to establish and lead a national office for child protection. She developed and oversaw a national compliance.
Professional Affiliations
Current Board memberships:
- National Leadership Roundtable
- National Childrens' Alliance
Former Board memberships:
- International Assn. Chiefs of Police Boys & Girls Clubs USA
- Federal Executive Board
Education
- B.S. Police Science & Administration, (Washington State University)
- M.S. Public Administration (Seattle University)
- Ph.D. Public Administration (Golden Gate University)
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Cyber Challenges in K-12 Public Schools
J. Brett Carruthers, CSP, RSSP
Vice President & Director of Risk Management, Wright Public Entity and New York Schools Insurance Reciprocal
Brett Carruthers shares the challenges he experiences in the cyber market and what is driving them in the public sector, especially with K-12 entities.
He explains what K-12 entities can do to overcome these challenges and how to make smart investment choices for their district. It comes down to many factors, some of which include understanding state legislation, communicating with stakeholders, employing staff training, and improving cyber protection through protocols such as multi-factor authentication. Also important is establishing effective board of education policies, tightening policies on downloads, malware protection, firewalls and maintaining regular backups.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
J. Brett Carruthers, CSP, RSSP
Vice President & Director of Risk Management, Wright Public Entity and New York Schools Insurance Reciprocal
Summary of Qualifications
Brett is a safety and risk management professional with 35 years of experience, the last 25 in public sector safety and risk management working with municipalities and public school districts.
Responsibilities
Brett is the vice president and director of risk management for the New York Schools Insurance Reciprocal. He oversees and protects $50 Billion in total insured value; 9,500 motor vehicles, 250,000 educators and administrators and, most importantly, one million public school children in New York State. Brett has over 35 years of diverse safety, security and risk management experience and is a graduate of Indiana University of Pennsylvania with a BS degree in safety sciences and a minor in human resource management. He is a professional member of the American Society of Safety Professionals (ASSP) and has served ASSP as an officer at the local, regional and national levels. Brett was recently inducted as a Fellow by the Los Angeles Council of Engineering and Scientists, and has received a number of awards for his contributions to the safety profession.
Business Experience
- Wright Public Entity and NYSIR - 1997 to Present
- The BC Group - 1993 to 1997
- Occidental Chemical Corporation - 1989 to 1993
- Kemper Insurance - 1984 to 1989
- Henry J. Kaiser Company - 1983 to 1984
- Citizen's Ambulance Service - 1977 to 1983
ERM Experience
Contributed to the development of NYSIR's ERM program.
Professional Affiliations
- American Society of Safety Professionals (ASSP)
- PRIMA
Education
B.S. Safety Sciences and Minor - HR Management (Indiana University of PA)
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Streamline Your Risk Management Reporting Technology
Henry Svendblad
Chief Technology Officer (Company Nurse), President (Lintelio)
Henry explains why risk management technology is more important than ever. Investing in the right digital technology ensures processes are simple to manage and effective. He describes digital empathy and its relation to risk technology solutions. Digital empathy creates an enhanced user experience and permits timely delivery of secure data to the risk manager.
He provides six process that can be streamlined by risk management technology:
1. Digital self reporting systems.
2. Claim intake
3. Hazard reporting
4. User alerts that warn teams of potential accidents that fall under their jurisdiction
5. Anonymous reporting
6. Mitigation of substance misuse
Henry also provides how organizations evaluate and implement the tools that are most important for their workplace.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Henry Svendblad
Chief Technology Officer (Company Nurse), President (Lintelio)
Summary of Qualifications
Henry draws upon 25 years of experience leading technology teams, having held positions as a CTO, VP of technology, and group director of infrastructure services, among others. Through these positions, he has designed market-leading technology, run successful technology implementations, been responsible for key strategic and technology decisions, and controlled large IT budgets.
Henry's focus has always been on helping organizations align business strategy with technology investments to help ensure growth, productivity, security and competitiveness. He has designed, implemented and supported infrastructure and software solutions in healthcare, financial services, hospitality, retail, and education verticals for companies ranging from midsize to Fortune 50. Henry has held positions with Digital Air Strike, McKesson, Safeway, Millennium Partners and others.
Responsibilities
Henry is responsible for aligning business strategy with technology investments, leading technology implementations and overseeing systems and security.
Business Experience
- Lintelio | President | 2021 – Present
- Company Nurse | Chief Technology Officer | July 2017 – Present
- Digital Air Strike | EVP Technology | Feb 2014 – August 2016
- Alio Consulting LLC | Founder and Principal Consultant | April 2012 – July 2017
- Safeway Stores | Group Director, Technology Solutions | 2008 – April 2012
- CEA Study Abroad | Chief Technology Officer | 2008
- Millennium Partners | VP, IT | 2005 – 2008
- ChartOne | VP of Information Technology and Systems | 2001 – 2005
- McKesson | Manager, Remote Network Services | 1995 – 2001
ERM Experience
- Lintelio | 2021 – Present
- Company Nurse | July 2017 – Present
- McKesson | Payer Solutions Group | 1995 – 2001
Education
Henry has a Bachelor of Science degree in business administration from Boston University.
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The Right Care at the Right Time: How Digital Health is Transforming Employee Wellness and Return-To-Work
Raja Sundaram
CEO, Plethy, Inc.
Raja explains how digital health is transforming employees' recovery and overall wellness. He speaks on what makes a good digital health program and how digital health augments care by enabling providers to further support patients in their recovery in between clinic visits. Key components to a successful program include coaching, delivering data and insights, leading to more support, motivation, and faster intervention and recovery.
Digital health programs reduce injury costs and overall cost of the claim, help avoid unnecessary medical treatment, decrease risk of re-injury, reduce missed work days, and provide a good and safe recovery experience. Therefore, goals for all parties are being met while producing better quality outcomes.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Raja Sundaram
CEO, Plethy, Inc.
Summary of Qualifications
Raja is a transformational leader, skilled in re-imagining and re-shaping the customer experience, developing and implementing digital solutions, and consistently driving growth. His success comes from his ability to align and evolve organizations, harness the power and speed of partnerships and channels, transform business models, and craft a relevant products and services portfolio from incubation to scale.
Responsibilities
As the CEO of Plethy, Raja is passionate about reshaping the patient experience through a digital health hybrid care model that augments care providers at home. He is a believer in approaching patients holistically through bio-psycho-social data-driven patient engagement and analytics to personalize care plan, accelerate recovery, and gain sustainable cost reduction.
Business Experience
Raja was a previously a vice president at Cisco Systems, responsible for sales through alliances and channels. His experience spans multiple industries that includes Virgin Hyperloop One, Eseye and Boston Consulting. Raja has held senior management roles in sales, business development, marketing, product management, customer service and engineering. Raja also sits in advisory boards of various startups that span various industries, including cyber security.
Education
Raja holds an MBA from the University of California at Berkeley and a MS in Electrical Engineering from Oklahoma State University.
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Understanding Copyright Risk in Education
Thom Rickert, CPCU, ARM, ARM-P, ARM-E, ARC, ARe
Senior Vice President , Primary Practice, Allied Public Risk, LLC
Thom explains copyright risk in education and how the Fair Use Doctrine has established fair use as a right, not a privilege. Although the law doesn't specify how to apply fair use, it does follow a specific formula, according to a rule of reason. In determining if an educational institution is following fair use, there are four types of consideration:
- How is the work being used? Is it being used to teach or entertain students?
- What kind of work is it–factual information or creative?
- How much of the work is being used?
- What is the economic impact on the owner? This considers if the creator is losing out on any profits and if the work is being presented in the creators own way.
Technology has had a significant impact on fair use and copyright; with the main piece of legislation being the Digital Millennium Copyright Act (DMCA), but there are four prominent exceptions applicable in education settings:
- Circumvention by non-profit libraries, archives and educational institutions
- Permits research
- Testing of technological devices designed to prevent access to internet material by minors
- Permits testing of computer systems or networks.
The DMCA also protects Internet Service Providers (ISP) from several factors including the liability of ISP subscriber activity. Thom also shares the legal penalties and costs that are incurred if an educational institution's staff violates fair use doctrine.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Thom Rickert, CPCU, ARM, ARM-P, ARM-E, ARC, ARe
Senior Vice President , Primary Practice, Allied Public Risk, LLC
Summary of Qualifications
Thom has enjoyed a long career in the insurance industry and also has extensive underwriting and marketing experience in all property and casualty lines of business, spanning multiple segments and industries. He has been responsible for implementing corporate compliance and efficiency projects and has served as a business leader for technology solutions in policy administration, underwriting, channel management and business development analytics.
Responsibilities
As an emerging risk specialist, Thom extends his view to trends influencing the future of risk and insurance. He is also responsible for building and cultivating a high-performance marketing discipline that creates value and relevance in the public sector marketplace.
Business Experience
Thom has held various staff and management positions in underwriting, marketing, sales, systems administration and training & education for U.S. and internationally domiciled commercial insurance carriers and brokers. He has also served as president and chief operating officer of an independent commercial lines insurance agency.
ERM Experience
Thom holds The Institutes' Associate in Risk Management - Enterprise-wide Risk Management (ARM-E) designation.
Professional Affiliations
Public Risk Management Association (PRIMA), Risk Management Society (RIMS), Governmental Finance Officers Association (GFOA), Association of Governmental Risk Pools (AGRiP)
Education
Trinity University (San Antonio, TX) - BA - Philosophy and History
Chartered Property Casualty Underwriter (CPCU)
Associate in Risk Management (ARM), Associate in Risk Management – Public Entities (ARM-P), Associate in Risk Management – Enterprise-Wide Risk Management (ARM-E)
Associate in Insurance Regulation and Compliance
Associate in Reinsurance
SIX SIGMA – Green Belt Certified
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Using Social Media Effectively for Growth and Transparency
Brian Mahy
AVP, Marketing & Business Development, Trident Public Risk Solutions
Brian explains how to expand a social media following. While considering communication practices, he compares the usefulness of social media to a town square - they are both offer an opportunity to exchange important information in an area where people will already be congregating. In order to grow an audience, it's important to set specific goals and milestones. It is essential to make adjustments over time based on your timeline, the information that you will feature and the usefulness of the information for your community. Further, Brian advises how to deal with community engagement, developing policy and how public figures can separate their public and personal presence. He also encourages social media advertising, but only after considering established policies, safe account measures, your budget and ROI goals.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Brian Mahy
AVP, Marketing & Business Development, Trident Public Risk Solutions
Summary of Qualifications
Brian has 11+ Years in the insurance industry. He has held roles in claims, underwriting, underwriting management, marketing and leadership.
Responsibilities
Brian directs Trident's digital marketing strategy and territory business development. This includes digital and physical content creation, social media management, marketing analytics, social and email campaigns, business communications, territory development and pipeline management, and managing a team of territory managers.
Business Experience
Brian began his insurance career in homeowners' claims, moved into public entity underwriting, then moved into digital marketing strategy outside of the insurance industry for a time. He then felt the undying call of insurance again and moved back into public entity underwriting, underwriting supervision, ultimately culminating in his current role.
Education
BBA in Marketing (Cum Laude, University of Houston)
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Communicating with a Frog
Diane Becker
Communications Director, League Association of Risk Management (LARM)
Diane Becker explains what it means to communicate with a frog. It encompasses the unique and effective techniques for communication with members. She explains why starting with the audience is key - asking who they are and what their needs are. Secondly, it’s having a specific goal. She suggests the first goal is to build trust with the audience. This will lead to better interactions and understanding of how to help your audience comprehend your objectives. Once trust is established, the ability to communicate what you would like the audience to know and implementing techniques becomes more effective.
Diane also shares instances on how they’ve handled statewide crises, such as flooding, and addressing recurring claims, such as trips and falls.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Diane Becker
Communications Director, League Association of Risk Management (LARM)
Summary of Qualifications
- LARM Communications Director 6 years
- City of Norfolk Communications Director
- Past award winning journalist - newspapers and magazines
- National conference presenter
Responsibilities
As the current communications director for LARM, Diane is responsible for making the communication plan and implementing it. She designs/updates the website and also designs/writes the annual report and information brochures. Diane also uses the articles from the loss control specialists to put risk management newsletters together. She sends out regular press releases to news sources about grants that LARM gives to its members. She also communicates regularly with members and staff using an email app.
Business Experience
- Contract writer for newspapers, magazines
- Website design and build business
- Computer instructor at community college
ERM Experience
Diane works regularly with staff to identify and implement best proven techniques to promote loss control.
Professional Affiliations
Association of Governmental Risk Pools (AGRIP), National League of Cities Risk Information Sharing Consortium (NLC-RISC), PRIMA
Education
Master's of Education, property/casualty insurance license (State of Nebraska)
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You Know What You’re Paying for Healthcare, But You Don’t Know What You’re Getting
Scott Roloff
President, IntegerHealth Technologies
Scott Roloff explains how his work in quantifying the outcome of healthcare costs can improve the quality of care.
He shares the different quality measures that health providers use and how employers can better rank their doctors. He discusses the different ways they measure ROI and the key analytics for finding their claims per day figure. For employers, it's examining the costs and length of time it takes for the employee to get better, along with risk adjustments, transparent analytics, and rank scoring systems.
*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*
Scott Roloff
President, IntegerHealth Technologies
Summary of Qualifications
Scott is both a CPA and a lawyer, uniquely blending financial, legal and operational experience. He is also a certified management accountant, certified internal auditor and chartered global management accountant.
Responsibilities
Scott is the president of IntegerHealth Technologies, which combines advanced analytics with medical expertise to quantify healthcare outcomes‒driving down the costs while improving the care for health plans and workers’ compensation programs.
Business Experience
Before joining IntegerHealth as one of its co-founders, Scott was the CFO or general counsel for companies in the healthcare, software and telecom industries, and he also led a wireless technology start-up in the Caribbean. Prior to going into industry, Scott was a corporate partner at the international law firm of Akin Gump Strauss Hauer & Feld where he focused on M&A, SEC and general corporate matters.
ERM Experience
Public Risk, PRIMA's national magazine, published a case study “How Fort Worth Drove Down Workers’ Compensation Costs While Getting Injured Employees Better Care” documenting how IntegerHealth's analytics drove down the City of Fort Worth’s costs by 23%. There was a similar article by D Magazine about how Fort Worth used these analytics entitled “Doing the Impossible: Better Care at Lower Costs.”
Professional Affiliations
American Bar Association (ABA)
American Institute of Certified Public Accountants (AICPA)
Institute of Management Accountants
Texas State Bar
- Federal District Court‒Northern District of Texas
- United States Tax Court
Texas Society of Certified Public Accountants
Education
Scott holds a BBA in Accounting from the University of Wisconsin‒Whitewater, an MBA from the University of Texas at Arlington, and a J.D. from Southern Methodist University (SMU), where he was the valedictorian of his law school class.