Free 1-Hour Webinar on Thursday, August 27th, 2026 at 10:00am Pacific Time
Introduction
Managing complex construction projects and costs through process-driven discipline by eliminating waste and maximizing value is not limited to the construction site; it is directly applicable to the high-stakes world of subrogation. The very systems used to ensure construction projects are successful are the same systems that can transform expert witness engagement from an unpredictable cost into a managed, value-creating investment.
Our framework for managing expert consultants begins by defining the "value drain" in typical subrogation files and the "Seven Wastes" that erode recoveries. From there, we introduce a paradigm shift, applying proven principles from Lean, Scrum, and MVP to create a proactive, ROI-focused system. Finally, we will detail the operational steps for executing this system, from initial hiring to final reporting, ensuring every action is purposeful and every dollar is accounted for.
Traditional, ad hoc management of experts often directly undermines the goal of subrogation attorneys and claims professionals to maximize net recoveries of subrogation efforts. This program is a practical, actionable playbook to control costs, mitigate risks, and achieve demonstrably better financial outcomes on their cases.
Program Outline
Introduction
The Subrogation Value Drain: Identifying and Defining Waste
The Foundational Shift: Viewing Subrogation as a Value Stream
The System, Part I: Architecting Success Before Engagement
The System, Part II: A Phased, ROI-Driven Framework for Execution
Bringing It All Together: Inspecting What You Expect
Conclusion
Learning Objectives
Identify the common sources of "value drain" and the "Seven Wastes" in expert witness engagements to diagnose inefficiencies in current subrogation files.
Apply the core principles of Lean, Scrum, and Minimum Viable Product (MVP) to reframe expert engagement from a reactive cost into a managed, proactive investment.
Implement a phased, ROI-driven framework for managing expert consultants within the approved budget, from initial vetting and hiring through final analysis and trial support.
Utilize structured tools and quality standards, such as the Project Plan, C3PO standard, and MAMA meeting management, to ensure accountability and high-quality work product.
Our Panel
Continuing Education
This webinar is applying for continuing education credit for both attorneys and insurance professionals in the following states: Florida, Nevada, California, and Texas.
NOTE: Many states acknowledge reciprocal credit for courses certified through the Texas Department of Insurance. Be sure to review the guidelines specific to your state, and verify the process for obtaining credit for a course approved with the state of Texas.
The CEU Institutes will be the continuing education provider for our webinars in 2026. Any questions regarding continuing education credit can be directed toward their compliance team by emailing rosters@ceuinstitute.net
This provider does not accept poll responses submitted via the chat function. All three of polling question answers must show on the specific poll report generated by Zoom Webinar to count for credit.
It can take up to 30 days for credit processing and certificate distribution.