2018 Management & PL Webinar Series
Join us for a 6-webinar series devoted to topics in Management and Professional Liability
October 17, 2018 - October 18, 2018
Wednesday, October 17, 2018
Wednesday, October 17, 2018
2018 PLUS Management and Professional Liability Webinar Series
Online registration for this webinar is closed. If you are interested in registering, please call PLUS at 800.845.0778. Note: If you need CE credit, you must attend the entire live webinar to be eligible. Please plan accordingly.
This virtual education 6-part series is devoted to topics in Management and Professional Liability. Click on the Agenda tab to the left to learn more about each webinar.
Earn CE right at your desk! State-specific information is available here. You must attend the live webinar in order to qualify for CE credit.
When:
Wednesday, October 17, 2018 - 10:00 a.m. to 2:00 p.m. Central Time
Thursday, October 18, 2018 - 10:00 a.m. to 2:00 p.m. Central Time
Where:
Your Desk
Get all 6 webinars and save!
Members: $199 for the entire series
Non-Members: $349 for the entire series
Registration Fees
Price Description | Amount |
---|---|
6-Webinar Series Package (non-member) | $349.00 |
6-Webinar Series Package (member) | $199.00 |
Available Functions
Management Liability & Professional Liability Overview
Wednesday, October 17, 2018
Moderator: Brian Braden, Vice President, Professional Risk at Crum & Foster Speakers: Daniel Nilsen, Underwriting Director at Canopius Maria Treglia, Broker at ARC Excess & Surplus, LLC |
||
Evolving Wage & Hour Exposures
Wednesday, October 17, 2018
Moderator: Liz Roussel, Partner at Adams and Reeves, LLP Speakers: Wayne Imrie, Underwriter - Management Liability at Beazley Group Angela Lee, Group Claims - Specialty Lines at Beazley Group Keith Loges, Southeast Practice Leader at RT ProExec |
||
Excessive Fee Litigation
Wednesday, October 17, 2018
Speakers: Deborah Davidson, Partner at Morgan Lewis Brian Ortelere, Partner at Morgan Lewis |
||
Private Company Management Liability: Evolving Claim Exposures
Thursday, October 18, 2018
Speakers: Andrew Doherty, Executive Vice President, FINEX North America Practice at Willis Towers Watson Douglas Worth, Senior Vice President, Regional Leader, FINEX - Claims & Legal Group at Willis Towers Watson |
||
Non-Profits: Same Risks, Less Resources
Thursday, October 18, 2018
Speakers: Bryan Beasley, Non-Profit Business Insurance Specialist at Senn Dunn Marsh & Roland Thomas Herendeen, Management Liability Products Lead at Travelers Barry Postman, Partner at Cole, Scott & Kissane |
||
Cyber & Technology Exposures for Lawyers & Accountants
Thursday, October 18, 2018
Speakers: Andy Mitzer, Principal at Hemming Morse, LLP Catherine Putnam, Underwriting Director Portfolio Management at Travelers Michael Wilk, Partner at Lewis Brisbois |
Speakers
Name | Organization | Speaking At |
---|---|---|
Andrew Doherty (PANELIST)
www.usi.com
|
USI Insurance Services | Private Company Management Liability: Evolving Claim Exposures |
Andy Mitzer (PANELIST) | Cyber & Technology Exposures for Lawyers & Accountants | |
Angela Lee (PANELIST) | Evolving Wage & Hour Exposures | |
Barry Postman (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Barry Postman is a Board Certified Civil Trial Attorney, who provides counseling and defense in the areas of professional malpractice, including the representation of doctors, lawyers, accountants, brokers, title agents and insurance agencies, as well as liquor liability defense, employment litigation, condominium and homeowners association matters, securities litigation, insurance coverage, trucking claims defense, class action, bad faith/extra-contractual liability, commercial banking and financial litigation, trademark/intellectual property, hospitality industry defense, land use litigation and real property disputes, and corporate litigation. Mr. Postman also devotes his practice to construction litigation and risk management counseling, including the representation of design professionals in professional liability claims, developers, contractors, and subcontractors in construction defect claims. He has experience handling Errors and Omissions claims, including those brought against insurance brokers and agents. He is an active participant in the firm’s SIU Fraud Division representing carriers by bringing affirmative complaints and counterclaims on their behalf.<br/><br/>
He is the managing partner of the firm’s West Palm Beach office where he has seen the growth of that office from 6 lawyers to over 50. He is considered preferred trial counsel by a number of publicly traded companies and insurance carriers.
</p>
|
Cole, Scott & Kissane P.A. | Non-Profits: Same Risks, Less Resources |
Brian Ortelere (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
<strong>AREAS OF SUBSTANTIVE PRACTICE</strong><br/>
Brian Ortelere is a partner in the New York and Philadelphia offices, and is co-chair of the ERISA Litigation Practice at Morgan Lewis. His practice covers the full range of employee benefit defense litigation matters, including every variety of ERISA class action. Brian has particular expertise in defending class claims challenging the administration of defined benefit pension plans, 401(k) and 403(b) savings plans and ESOPs, and has abundant experience in representing fiduciaries and plan service providers in governmental investigations related to benefit plans. <br/><br/>
Along with the ERISA Litigation Practice he co-chairs, Brian is ranked in the <em>top three</em> ERISA litigators nationwide by <em>Chambers and Partners</em>, and is named to Woodward/White’s <em?Best Lawyers in America, Corporate Counsel’s Super Lawyers</em>, and has been designated a “Pennsylvania Super Lawyer” by <em>Philadelphia Magazine</em>. According to <em>The Legal 500</em>, Brian is a “national expert” on ERISA, “phenomenal,” clients “offer enthusiastic praise for his service skills” as Brian is “responsive to any issue we might have,” and “just a pleasure to work with.” <br/><br/>
In May of 2017, <em>Chambers</em> described Brian as:<br/>
"extremely knowledgeable in ERISA" and "always at the forefront" of developments in the law. Clients appreciate his trial experience which encompasses the whole gamut of complex class action defense.<br/><br/>
Brian argued successfully on behalf of Unisys, in the District Court and the Third Circuit, Unisys’ 12(b)(6) challenge to a putative class action challenging the fees and expenses charged participants by the Unisys Savings Plan in <em>Renfro v. Unisys</em>. In September of last year, he secured dismissal of all of the fiduciary breach claims claiming unreasonable fees and expenses and suboptimal investment choices against the University of Pennsylvania, following oral argument, <em>Sweda v. University of Pennsylvania</em>, 2017 WL 4179752 (E.D. Pa. Sept. 21, 2017). The judgment of dismissal was the only successful 12(b)(6) challenge by the university defendants. He is currently lead counsel representing Oracle in a putative class action with fees, expenses and investment performance claims, against the Schlichter law firm, and Washington University in St. Louis. <em>Troudt v. Oracle</em> (D. Col.); <em>Davis v. Washington University in St. Louis</em> (E.D. Mo.). He is lead counsel defending putative class claims challenging fees and expenses paid from the $1 billion Teamsters multi-employer 401(k) plan. <em>Ybarra v. Supplemental Income Plan</em> (C.D. Cal.). <br/><br/>
Brian was lead counsel in Seattle and successfully defended $2.3 billion fiduciary breach claims challenging “alternative investments” used to fund defined benefit pension plan obligations, then the largest ERISA suit in the nation. <em>Palmason v. Weyerhaeuser Co. </em>(W.D. Wash.). The district court dismissed the monetary claims on Article III standing grounds, the matter then settled for nuisance value. <br/><br/>
With his victory in <em>Wright v. Oregon Metallurgical/Allegheny Technologies</em>, Brian became the first lawyer in the nation to successfully defeat ERISA 401(k) plan “stock drop” claims on a motion to dismiss and to defend the judgment in the United States Court of Appeals for the Ninth Circuit. Brian also successfully tried the infamous <em>Unisys Savings Plan</em> matter, the first and only successful application of ERISA section 404(c) in defense of 401(k) savings plan participants’ class action claims at trial. His successful trial defense of fiduciary breach claims on behalf of J.P. Morgan in <em>Hussey v. J.P. Morgan</em> was noted by the <em>National Law Journal</em> as a top defense trial judgment for 2005. <br/><br/>
Before joining Morgan Lewis, Brian served as a law clerk to Judge William D. Hutchinson of the United States Court of Appeals for the Third Circuit. Brian is a graduate of the College of William & Mary Law School, and has a degree in political science, <em>magna cum laude</em>, from Muhlenberg College.<br/><br/>
<strong>BAR ADMISSIONS</strong><br/>
New York<br/>
U.S. District Court, Southern District of New York<br/>
Pennsylvania<br/>
U.S. District Court, Eastern District of Pennsylvania <br/>
U.S. Court of Appeals, Second Circuit<br/>
U.S. Court of Appeals, Third Circuit<br/>
U.S. Court of Appeals, Sixth Circuit<br/>
U.S. Court of Appeals, Seventh Circuit<br/>
U.S. Court of Appeals, Eighth Circuit<br/>
U.S. Court of Appeals, Ninth Circuit<br/>
U.S. Court of Appeals, Tenth Circuit<br/>
United States Supreme Court<br/><br/>
<strong>EDUCATION</strong><br/>
College of William and Mary, 1986, JD<br/>
Muhlenberg College, 1983, AB
</p>
|
Morgan, Lewis & Bockius LLP | Excessive Fee Litigation |
Brian Braden (MODERATOR)
<p>
Brian Braden, Vice President Business Development Crum and Forster Insurance Company, has over 30 years of insurance industry experience focused on professional liability for lawyers, accountants and architects and engineers. He is responsible for the development and implementation of nationwide underwriting strategy for all aforementioned classes, in addition has underwritten and managed portfolios including but not limited too; miscellaneous E&O, directors and officers and employment practice liability. He possesses a unique perspective, having worked as a primary and reinsurance underwriter, as well as a wholesale insurance broker. Passed affiliations include Navigators, Zurich, Transatlantic Reinsurance Company, The Home Insurance Company and Tri City Insurance Brokers.<br/><br/>
Mr. Braden has also actively involved in the Professional Liability Underwriting Society (PLUS) since 1993, and is currently the immediate post Chair of the Eastern Chapter Steering Committee.<br/><br/>
Mr. Braden earned a Bachelors of Arts Degree from Indiana University of Pennsylvania.
</p>
|
Crum & Forster | Management Liability & Professional Liability Overview |
Bryan Beasley (PANELIST) | Non-Profits: Same Risks, Less Resources | |
Catherine Putnam (PANELIST) | Cyber & Technology Exposures for Lawyers & Accountants | |
Daniel Nilsen (PANELIST) | Canopius | Management Liability & Professional Liability Overview |
Deborah Davidson (PANELIST) | Excessive Fee Litigation | |
Douglas Worth (PANELIST) | Private Company Management Liability: Evolving Claim Exposures | |
Keith Loges (PANELIST)
<p>
Keith Loges joined RT Specialty in June of 2013 as the Southeast Practice Leader of RT ProExec, a division of RT Specialty that focuses on servicing clients’ needs in all areas of directors and officers and professional liability insurance and exposures. During Keith’s twenty-five year career, he has serviced the needs of several large publicly traded, private, non-profit and educational organizations. He has assisted in analyzing the exposures of these organizations as it relates to their directors and officers, employment practices and professional services. Keith has extensive experience in structuring insurance programs that cover these exposures and that fit within the risk management strategies of the organizations.
</p>
|
RT ProExec | Evolving Wage & Hour Exposures |
Liz Roussel (MODERATOR)
<p>
Elizabeth “Liz” Roussel is a Partner in the New Orleans office of Adams and Reese and focuses her practice on litigating commercial disputes, director and officer liability claims and employment claims. Liz has represented a wide variety of clients including financial institutions, Fortune 500 companies, public entities, nonprofit corporations, state agencies, private universities, public trusts and charter schools. Liz enjoys spending time in the courtroom, but appreciates the value of resolution and works with clients to understand and achieve their goals.<br/><br/>
Liz’s experience includes: litigating commercial contract disputes; litigating the enforceability of non-competition and non-solicitation agreements; defending corporate directors and officers against breach of fiduciary duty, tortious interference with contract and business relations, fraud, conversion and misappropriation of trade secrets and confidential information claims; defending companies in consumer protection and unfair trade practice litigation; litigating shareholder derivative suits; and advising and representing employers in state and federal courts on a wide range of employment matters including claims brought pursuant to Title VII, the Age Discrimination in Employment Act, the Family and Medical Leave Act, the Fair Labor Standards Act, Sections 1981 and 1983 of the United States Code and Louisiana’s anti-discrimination and whistleblower statutes. Liz is a past chair of the board of directors for the Children’s Bureau of New Orleans, a nonprofit United Way partner agency that provides mental health, counseling and other services to children and families. Liz also serves on the Board of Directors for Longue Vue House and Gardens and a member of the Board of Trustees for Trinity Episcopal School. When Liz isn’t practicing law, she enjoys traveling, reading and spending time with her children and family.
</p>
|
Adams and Reese, LLP | Evolving Wage & Hour Exposures |
Maria Treglia (PANELIST)
<p>
As a broker for ARC, Maria serves as an executive protection and professional liability
wholesale resource for independent agents throughout the United States and Canada. She has been
working in the insurance industry for over 20 years, holding various positions as both an underwriter and a broker. Maria holds both a Chartered Property
& Casualty Underwriter (CPCU) and Registered Professional Liability Underwriter (RPLU) designation. Currently, she serves on the board of the Eastern
Chapter of PLUS as well as the PLUS Foundation. Prior to joining ARC, she was Chief Sales Officer (CSO) for Program Brokerage Corp.
Maria has authored a number of articles on Professional Liability that have been published in some of the world’s top insurance trade publications
including <em>National Underwriter</em>, <em>The John Liner Review</em> and <em>Insurance Advocate</em> magazines to name a few.
</p>
<p>
Maria holds a cum laude degree from The College of Insurance (now known as The School of Risk Management at St. John’s University).
</p>
|
ARC Excess and Surplus, L.L.C. | Management Liability & Professional Liability Overview |
Michael Wilk (PANELIST) | Cyber & Technology Exposures for Lawyers & Accountants | |
Thomas Herendeen (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Tom Herendeen heads up portfolio management for management liability products within Travelers’ Bond & Specialty Insurance Division. This encompasses production, profitability, strategy development and rate setting for Directors & Officers, Employment Practices and Fiduciary for Private, Non-Profit, Publicly Traded and Financial Institution customers. Most recently, Tom managed the Non-Profit D&O product line and has deep knowledge within this segment of the management liability business.<br/><br/>
Tom has presented on a number of PLUS and other industry panels on a wide variety of topics including Private & Non-Profit D&O, Cyber, Miscellaneous E&O, Higher Education risks and others. He has been involved in chapter leadership for the Mid-Atlantic Chapter of PLUS and is a graduate of the State University of New York at Albany, where he completed his B.S. and M.B.A. degrees. He also holds RPLU and AFSB designations.
</p>
|
Travelers | Non-Profits: Same Risks, Less Resources |
Wayne Imrie (PANELIST)
<p>
Wayne Imrie joined Beazley in 2006 as an underwriter within the US executive Risk team. He is the Focus Group Leader for London Market D&O at Beazley and a member of the Cyber & Executive Risk Management Committee. Wayne has over 25 years of experience in the insurance industry, having held roles in broking, claims and underwriting. During his career Wayne has been responsible for various executive risk coverage lines including D&O, EPLI, Fiduciary and Wage & Hour.
</p>
|
Beazley Group | Evolving Wage & Hour Exposures |
Materials
Continuing Education
We are excited to share that we have some PLUS website enhancements underway in order to improve the overall user experience for our members. As such, we are pausing all website purchases and event registrations through the second week of April, as we work toward project completion. Stay tuned as we get ready to unveil the next chapter of PLUSweb.org!