ETC Risk Management Professional Development


Refresh your risk management plan!

 Why deal with this if your operators have a risk plan in place? But wait, have you read their risk plans, and know what your liability is? It is not a matter if, but when, something will happen that opens your travel program to vulnerability. A “be prepared” plan is crucial.

 ETC’s Risk Management Professional Development Track would be worth thousands of dollars if delivered in the public sector. It is yours – within the cost of the registration.

 Risk management and mitigation is one of the top priorities in our industry in order to provide a safe travel environment and experience for travelers and staff. ETC’s – Year Two – practical and timely Professional Risk Management Track addresses key elements contained in a comprehensive risk management system, and delivers essential takeaways.

 The 2017 Risk Management Track was carefully designed to focus beyond, not duplicate, the timely topics covered in the in-depth Risk Management Professional Development Seminar Series launched at the Annual Conference 2016. Log-in now to prepare ahead for 2017 by tuning into these online recordings prior to the Annual Conference in February.


Sunday, February 12

Comprehensive Travel Risk Management System Overview: Plan, Prepare, Put into Action
1:00 pm – 4:30 pm

*Pre-registration required – Open to all attendees

Objective: Designed for experienced professionals in the affinity marketplace to learn about the

key elements and considerations of a comprehensive Risk Management System and identify where their Risk Management System has missing or “outdated” pieces. Focus on five risk buckets: 1. Insurance/Legal Documents 2. Screening/Communications 3. Safety Systems 4. Incident Response and Management 5. Program Development and Training

  • Learn the essential components of a Risk Management System as presented by legal and risk experts.
  • Break into small groups for one-on-one, detailed assessment of  your Risk Management System.
  • Ask YOUR questions and get answers at the GENIUS BAR during your one-on-one meetings with the experts following the roundtable.
  • Walk away with strategic tools in order to assess or develop your Risk Management System with your internal team
  • A Comprehensive Travel Risk Management System Workbook is provided to you for this session.

   ✓  Review the Risk Management sessions from the 2016 conference – MEMBERS ONLY – login for access

   ✓  Prepare your pointed, institution and company specific, questions to ask the team of legal and risk experts leading this session

   ✓  Bring your current Risk Management System/Plan documents to the session for feedback by experts

   ✓  Attend THIS session and determine which of the sequential conference risk sessions you can’t afford to miss

Log-in today to review the audio/video clips from the 2016 Risk Management Professional Development Program in order to be prepared for the 2017 Risk Management Professional Development Program – Year Two – at the 2017 Annual Conference.  


Monday, February 13

Travel Planner Forum Session: Simplify the “Risk” Message: Communicating with Management Team and Travelers

ObjectiveLeave this roundtable with greater confidence in communicating “risk” to your management team and currently booked travelers when the challenges erupt.

  • Understand and articulate with transparency your organization’s protocols in terms of emergency preparedness.
  • Discuss best practices for effective strategies for communicating due diligence reports
  • Discuss how to best organize information and create an effective communication strategy – for internal and external use
  • Discuss best practices to develop language about cancellation policies, disclaimers and release forms specific to traveler needs. Real time examples will be referenced!
  • Seek your operator’s assistance, and secure in-country reports to review and disseminate
  • Walk away with real time, industry specific examples you can apply to your program


Mitigating your Institution’s Risks:  Recent challenges and changes in travel releases, responsibility clauses and waivers

Objective:  Your organization’s efforts to manage and mitigate risk are essential to running a quality travel program and to your long-term relationship with travelers. Maximize your time with a session dedicated to updating you on the latest developments in areas of arbitration, release language and current case law on passenger waivers.

  • Understand the latest legal trends as they relate to mitigating risk to your organization.
  • Consider revisions to your disclosures and legal language to adequately inform your travelers.
  • • Hear about recent trends and court rulings which will allow you and your legal counsel to consider updates of your existing documents.


Risk Management I & II – Open to All Attendees

Anatomy of a Rescue: Nicaragua Case Study

Objective: Gain a better understanding of the nature of a field rescue, how to be prepared before travel, and the terms of the agreement with your travel risk provider. Included is a mini-class to review crisis response methodology.

  • Learn how to define the emergency situation and develop solutions.

Situation: Session will start with a description and intent of the trip case study in question. Audience members will interact with the session leader and be directed to “call and ask for help” based on their understanding of a rescue company’s capabilities and the terms of the contract. Audience members will then be called on to respond to key questions. Audience answers will then be compared with actual responses in case study.

Cyber Security and Passenger Info and Records: What You Need to Know But Don’t About Your Liability

Objective: Understand and implement new techniques to mitigate your risk when it comes to handling privacy and safety of passengers and staff personal information- before, during and after a trip.

  • Discuss the rapid evolution of technology in managing passenger and staff information. • Explore the risk landscape and regulation with cyber security.
  • Address the current and future concerns in data gathering and storing in our industry.
  • Discuss methods on how to reduce your cyber liability in managing passenger and staff information – even the seemingly obtuse in-house sharing of information.

Tuesday, February 14

Do You Really Understand Insurance Coverage?: Candid Analysis of Travel and Emergency Insurance Programs

Objective: To clarify questions you have and discuss recent passenger situations involving travel and evacuation insurance. Hear case studies from fellow colleagues and ask questions in a roundtable format to help navigate travel and evacuation policies.

  • Better understand emergency and evacuation policies.
  • Discuss how some institutions and operators have selected an insurance provider that best suits their needs.
  • Learn from case studies to better prepare questions for your insurance provider

Wednesday, February 15

Travel in Increasingly Turbulent Times: What’s Ahead for Destinations Around the Globe

Objective: Understand how to identify, assess, and mitigate the security risks associated with their portfolio of tours to ensure travelers have a safe and enjoyable experience. You will learn about the resources that are available to help sort through and assess the various risks that exist in a certain location and how to distinguish between high and low risks. The session will also discuss risks at popular—but challenging—destinations and update you on what to expect in 2017.

  • Define risk and understand how it can be perceived.
  • Learn about available resources to collect and assess risk information for your trip.
  • Hear the latest security updates and analysis on popular challenging destinations.
  • Analyze global and transnational threats likely to affect tourism in 2017.

Medical Screening: Mitigating Medical Issues as Passenger’s Adventures Amplify

Objective: Every trip, every passenger, needs medical screening. You will discuss real world scenarios of medical screening and the factors behind those scenarios. Walk away with tools to help develop, improve or revise your medical screening techniques to provide a safe travel experience for passengers.

  • Review several types of medical release forms – do they protect you?
  • Discuss current levels of passenger screening – by the organization and by the tour operator.
  • Learn about outsourced screening vs. internal screening and how scenarios could support your screening efforts.

Read about Duty of Care

The U.S. Second Court of Appeals issued a ruling last year on the Hotchkiss case.

In a decision written by Circuit Judge John M. Walker Jr., a three-judge panel of the 2nd Circuit said it agrees that there was sufficient evidence for a jury to find Munn’s illness foreseeable.

The Hotchkiss case ruling in favor of the plaintiff issued from the US Second Court of Appeals may have a “chilling effect” on education trips IF the academic institutions are not meeting their duty of care responsibilities. Do you know about the realities of your institution’s duty of care? And how you must provide that care? And then how you can insulate yourself in the event of a bad occurrence in the eyes of the justice system? Be prepared…. ETC’s ongoing Professional Development Risk Management Program serves three pillars of delivering this critical information.