Completed projects and services

Written Safety Programs

Safety Program Assessment

Hundreds of written safety programs reviewed and created for employers across virtually every industry and regulatory environment. From foundational plans such as Injury and Illness Prevention, to specialized programs addressing heat illness, emergency response, workplace violence, material handling, and infectious disease prevention, every program is built to satisfy regulatory requirements — for single-location small businesses and multi-location national employers alike

Comprehensive safety program assessments and strategic consulting engagements for organizations ranging from local to national organizations. Engagements have included senior management-level consulting and coaching, regulatory gap analysis, loss data review, injury trend identification, safety culture and opinion surveys, and multi-year consulting relationships that drive measurable reductions in injuries and compliance exposures.

SAFETY PROGRAM DEVELOPMENT

Multi-Year & Retained

Worked with regional and national carriers, brokers, MGAs and employers throughout the country for long-term retained consulting — spanning multiple years, dozens of locations, and a wide range of safety challenges. This work has included ongoing program management, regulatory monitoring, loss trend analysis, onsite visits, webinar delivery, and senior-level strategic guidance, providing consistent expertise without the overhead of a full-time safety hire.

Workplace Violence

Workplace Violence Prevention Plans, hazard assessments, and training programs for employers across healthcare, retail, food service, education, hospitality, manufacturing, dental, legal, faith communities, nonprofit organizations, among others — spanning both general industry and clinical healthcare environments. Every plan is written specifically for the organization and its regulatory environment.

Carrier & Broker Loss Control Services

Workers' Compensation Surveys & Loss Control

Decades of experience creating formal loss control and risk management consulting relationships with insurance carriers, brokers, managing general agents, and specialty insurance programs serving diverse commercial policyholders nationwide. Services delivered under these engagements include onsite safety visits, ergonomic assessments, safety program development, loss analysis, and policyholder risk management support.

Workers' compensation surveys, material handling assessments, experience modification factor analysis, and loss control program development for carriers, brokers, and employers ranging from regional to national operations. Engagements focused on identifying injury and loss patterns, program deficiencies, onsite surveys, and operational practices that drive workers' compensation costs.

LOSS CONTROL & RISK MANAGEMENT

Risk Audits & Hazard Assessments

Onsite risk audits and hazard assessments across most industries (see Industries) including — identifying physical hazards, operational gaps, and regulatory exposures that drive incident frequency and costs. Deliverables have included written findings, prioritized recommendations, and follow-up action plans designed to drive measurable improvement.

Liability & Specialized Risk Reviews

Liability risk assessments, specialized loss control engagements including vehicle fleet safety program reviews for employers across retail, food service, agriculture, hospitality, and multiple other industries. Work has included vehicle policy and loss history review, manager interviews, onsite observations, and written reports of findings and recommendations.

Fed/OSHA & Cal/OSHA Compliance Consulting

OSHA defense work begins long before a citation is ever issued, including prep and response for the unannounced visit, managing the visit, responding to allegations, handling document requests, managing followup, and filing for informal conferences and appeals. When citations do follow, citation analysis and penalty mitigation are crucially important. **California's regulatory environment is among the most demanding — employers who meet these standards are well-positioned to meet federal requirements.

OSHA DEFENSE

Actively Caring with Compassion and Empathy (ACCE)

Most workers' compensation programs focus on managing costs. ACCE focuses on something more fundamental — how injured workers are actually treated. Actively Caring with Compassion and Empathy is an advocacy-based model that transforms the workers' compensation experience through empathy, transparent communication, and genuine trust-building between employers, injured workers, healthcare providers, and all parties involved in the recovery process. Research consistently shows that organizations embracing this approach see measurable improvements in outcomes — including significant reductions in claim costs, claim duration, medical costs, and employee turnover — while creating a more compassionate and productive workplace culture for everyone.

WORKERS' COMPENSATION ADVOCACY

Ergonomic Assessment & Quality Control

Ergonomic services focus on remote and virtual assessments along with senior-level quality control review of complex ergonomic cases and reports — work that draws on hundreds of prior onsite and virtual assessments conducted across traditional office, remote, hybrid, clinical, and industrial environments over more than three decades. Projects have included individual and group workstation assessments, ergonomic program and policy development, targeted musculoskeletal injury prevention strategies built around actual loss data, and the development and delivery of an Ergonomic First Responder training program — designed to build internal capacity within HR, Facilities, and operations teams to recognize and address ergonomic risks before they become injuries.

ERGONOMICS

Education & Speaking Engagements

A career built on teaching, presenting, and coaching has produced a body of educational work spanning three decades — from twenty years as a coordinator and adjunct professor at San Diego State University's Occupational Health and Safety Program, to conference keynotes and panel presentations at national and regional events for ASSP, RIMS, PRIMA, and other leading industry organizations. Webinars, workshops, and custom training programs covering safety culture, artificial intelligence, workplace violence prevention, ergonomics, workers' compensation, distracted driving, and wearable technology in safety have reached employers, insurance carriers, brokers, and associations nationwide. Coaching engagements for insurance professionals and loss control consultants have drawn on fifteen years of experience at Polestar Performance Programs — where hundreds of insurance salespeople were coached on sales and differentiation.

SPEAKING AND EDUCATION

Published Works & Industry Presence

Four published works spanning workplace safety, ergonomics, disability management, and insurance — including Workplace Safety: A Guide for Small and Midsized Companies, previously ranked #2 of the 75 Best Workplace Safety Books of All Time by Book Authority — form the foundation of a publishing career that continues to evolve across safety, risk, and insurance topics. Articles have appeared in industry publications and online platforms and presentation topics have been delivered via webinars and at national conferences, regional symposiums, and association events across the country.

Books:

  • Workplace Safety: A Guide for Small and Midsized Companies (co-authored with Dan Hopwood) — previously ranked #2 of the 75 Best Workplace Safety Books of All Time by Book Authority

  • High-Payoff Selling: Being Visible and Viable in the New Insurance Market (co-author)

  • Foundation for Optimal Productivity — DMEC (contributing chapter co-author — Safety and Ergonomics in Return to Work Programs)

  • Tools of the Trade — DMEC (contributing chapter author — Workplace Safety and Regulatory Management)

Articles: 50 Traits of Successful Safety People, Creating a Culture of Safety, Effectiveness of N95 Respirators Versus Surgical Masks; and CO2 Levels During N95 Use, OSHA — New Fines and Rules Coming

Presentations:

  • The Value of Wearables and Artificial Intelligence: Benefits and Challenges for Employers

  • Why Safety Outcomes Dramatically Improve When We Change How We Manage Injured Workers

  • How Loss Prevention Affects Insurance Pricing: Secrets from an Underwriter

  • Regulatory Update: OSHA Walkaround Rule

  • Stronger, Safer, Healthier: Strategies for Championing and Revitalizing Workplace Ergonomics

  • Is Wearable Tech a Worthy Investment Including Artificial Intelligence

  • Workplace Violence Prevention Plan — Are You Ready for the New Regulation

  • Cal/OSHA Alert: Inspections on the Rise — Surviving the Surge

  • The Aging Workforce: Perception vs. Perspective

  • High-Payoff Safety

  • Working Remotely — The Impact on Workers' Compensation

  • How Complacency and Human Error Can Impact Healthcare Safety

  • Common Sense Ergonomics While Working Virtually or from a Traditional Office

  • Defensive Driving/Distracted Driving for Road Champions

BOOKS, ARTICLES, & PRESENTATION TOPICS