2017 Management & PL Symposium
2017 Management & Professional Liability Symposium
Start Date - End Date
April 05, 2017 - April 06, 2017
Early Bird Discount Deadline
Monday, March 13, 2017
Registration Deadline
Tuesday, April 04, 2017
The new PLUS Management & Professional Liability Symposium is your place to learn, connect and understand the dynamics shaping professional lines. This new event, replacing the Professional Risk Symposium, will bring key players from the industry to the stage to discuss the latest trends and hot topics across PL coverage lines.
Check the tabs at left for full event details.
Registration Fees
Price Description | Amount |
---|---|
Non-Member Regular Registration | $1075.00 |
Non-Member Early Registration | $950.00 |
Member Regular Registration | $875.00 |
Member Early Registration | $745.00 |
Available Functions
Wednesday - April 05 | ||
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7:15 am - 8:15 am | ||
Breakfast |
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8:15 am - 8:30 am | ||
Welcoming Remarks from the Chairs |
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8:30 am - 9:30 am | ||
A Man Walks Into an ERISA Law Office Through an interactive role play between plan participant, plaintiff’s counsel and insurance carrier, the panel will present three fiduciary liability claim scenarios: failure to enroll and denial of disability benefits claim; losses alleged by excessive fees charged by service providers and; losses alleged by a drop in value of the company stock in the plan. This engaging session will examine recent trends in fiduciary liability claims, including types of exposures targeted by plaintiff’s counsel, and how underwriters are responding both in terms of underwriting and coverage. |
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10:00 am - 11:15 am | ||
Who Knew Compensation Could Be So Complicated? This panel will examine the EPL risks attendant to employee compensation. It will discuss the DOL and EEOC enforcement activities driven by the Obama administration, consider the changes employers might expect under the Trump administration and provide insight as to how employers may benefit from changing their compensation strategy. |
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11:15 am - 1:00 pm | ||
Luncheon with Peiter "Mudge" Zatko, CITL Peiter Zatko, known professionally as Mudge, is the Director of Cyber Independent Testing Lab (CITL) and is a respected network security expert who has been prominent in the security field for over 20 years. He published some of the first security advisories and research demonstrating early vulnerabilities in computer systems and was an early advocate for educating the public about computer security and safety. In 2010 he took an appointed position as a Department of Defense official within the Defense Advanced Research Projects Agency (DARPA), where he was responsible for redirecting the DoD’s cyber research efforts. After his tenure at DARPA he was corporate VP of engineering at Motorola, and then the Deputy Director of Google’s Advanced Technology and Projects group, before stepping down to be the Director of The Cyber ITL. |
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1:15 pm - 2:15 pm | ||
Fool with a Tool - An Analytics Discussion With increasing use of data analytics in risk selection and exposure based pricing, there is a risk that the specialty insurance industry could become overly reliant on pricing tools at the risk of ignoring the art of traditional underwriting exposure acumen. Join this panel of industry experts to hear about the latest in underwriting analytics, and how analytics combined with traditional underwriting can bring the best results. Speakers will include a CUO and underwriters for large and small risks. |
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2:45 pm - 3:45 pm | ||
Stolen Law Firm Client Data: E&O or Cyber Claim? Law firms are heavily involved in cyberrisk as breach coaches, privacy attorneys and compliance counsel among other roles. Until recently, very little focus has been placed on law firms themselves as targets of hackers but that changed with the headline grabbing incident in which two Chinese hackers have been charged in the Southern District of New York with infiltrating servers of two law firms for the purpose of accessing nonpublic information about pending mergers and acquisitions. The information obtained was allegedly used to trade on pending deals, resulting in approximately $4million in profit to the alleged hackers. This scenario raises many questions regarding cybersecurity, insurance coverage and overall risk management within law firms, including: (1) how a standard lawyers E&O policy and/or a stand-alone cyber form may respond to loss of law firm client data (and the law firm's own data) due to the breach; (2) How can law firms prepare for such a breach; and (3) What preventive measures can be taken to minimize the loss? |
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4:00 pm - 5:00 pm | ||
Insurance Defense Professional Guide to Bankruptcy Bankruptcy is often viewed as a roadblock in litigation. But it need not be an impediment and may be advantageous to the defense of claims. Join this session to hear the perspectives of bankruptcy trustee, professional liability defense attorney, complex claims specialist and a plaintiff’s attorney, and gain an understanding of the bankruptcy process, the interplay between bankruptcy and insurance defense litigation, and identify how to take advantage of a related bankruptcy. |
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5:15 pm - 7:15 pm | ||
Networking Reception |
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Thursday - April 06 | ||
7:45 am - 8:50 am | ||
Second Day Breakfast |
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8:50 am - 9:00 am | ||
Second Day Welcoming Remarks fom the Chairs |
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9:00 am - 10:15 am | ||
The Art of the Deal - Best Practices for Settling Management Liability Cases Over 98% of management and professional liability cases are resolved before trial. Reviewing pre-filmed segments with the audience, this interactive panel of experts will discuss critical parts of a mediation and provide insight on the best methodology to use. This panel will address when and how to effectively mediate; how to contain risks and costs of litigation and the interaction between carrier, underwriter and broker. Learn what happens when the Insured doesn’t want to settle; when there is friction between mediator and carrier; or when there is a question on the value of the case. How are each of these, and other issues resolved during the mediation process. |
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10:30 am - 11:30 am | ||
Is There Anything Private About Private Companies Any More? Privately-held and non-profit organizations are increasingly less “private” as regulators, administrative agencies and consumer groups demand transparency and accountability. This panel will examine the exposures that can arise as regulators increase compliance pressures, administrative agencies demand increased reporting and consumer groups can more readily access and share information. |
Speakers
Name | Organization | Speaking At |
---|---|---|
Barry Goldberg (PANELIST)
<p>
Barry S. Goldberg is the Assistant Bureau Chief of the Charitable Trust Bureau of the Illinois
Attorney General’s Office. Since joining the Office in 1999, his practice has focused on matters
pertaining to charitable trusts and nonprofit corporations. As Assistant Bureau Chief, he helps
oversee litigation in a variety of matters including charitable trust construction, will contests,
misuse of charitable funds, breaches of fiduciary duty, and fraudulent solicitations. He also
assists in maintaining the Illinois Attorney General’s Registry of Charitable Organizations. He
earned his JD from DePaul University School of Law in Chicago, Illinois.
</p>
|
Office of the Illinois Attorney General | Is There Anything Private About Private Companies Any More? |
Beth Goldberg (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Beth Goldberg is Chief Underwriting Officer of Financial Lines and is responsible for the quality and strategy for Public, Private, and Not-for-Profit risks for Commercial and Financial Institutions, including the Directors & Officers Liability, Employment Practices Liability, Fiduciary, and Crime for primary and excess products. <br/><br/>
Prior to joining Starr, Beth served as Senior Vice President, Head of Middle Market and Regional Financial Services at a global insurance company. Her focus areas were Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime, Bankers Professional, Security & Privacy and Kidnap & Ransom. She has also held a number of management positions within various executive liability divisions including Head of Public Markets. <br/><br/>
Beth often contributes to industry publications and speaks at industry events. Beth is also an active member of PLUS, and currently serves as the Vice Chair of the PLUS Eastern Chapter and as a President on the PLUS Foundation Board. Beth received a Bachelor’s of Science from University of Massachusetts, Amherst.
</p>
|
Northwell Health | Fool with a Tool - An Analytics Discussion |
David Vanalek (PANELIST)
<P>
David T. Vanalek is an attorney and Director of US Professional Liability, which includes Global Management Liability and Global Medical & Healthcare Practice Group Claims at Markel in Chicago, Illinois. Mr. Vanalek joined Markel in 2007, and has since assumed a director role overseeing a team of 25 insurance professionals and attorneys across seven offices nationwide responsible for a wide array of management liability and professional liability product lines particularly in the healthcare field, which has included over the years Public Company and Private Company Directors & Officers Liability, Not-For-Profit Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Cyber Liability, Medical Malpractice, Specified Medical, Miscellaneous Errors & Omissions, Lawyers, Insurance Agents & Brokers, Architects & Engineers, Financial Advisors, Broker/Dealers and Registered Representatives, Accountants, and Senior Living claims. Prior to joining Markel, Mr. Vanalek was in private practice since 1998, serving clients throughout California and Illinois. He received his Bachelor's degree from the University of California, Los Angeles, and his law degree from the University of California, Davis, where he served as an Editor on Law Review, as well as a judicial extern for an associate justice of the California Supreme Court. Mr. Vanalek is a frequent speaker on directors and officers liability, employment practices, cyber and other professional liability insurance issues.
</p>
|
Markel | Is There Anything Private About Private Companies Any More? |
Edward McNally (PANELIST)
<p>
Edward T. McNally II, Esq. is currently the Chief Underwriting officer for Lockton Affinity, with oversight responsibility for all underwriting functions. Prior to joining Lockton Affinity, Edward served as the Vice President & Underwriting officer for CNA's Management Liability and Financial Institution portfolios. In that capacity, he lead a team of product leaders engaged in strategic development, portfolio management, product management, and line of business discipline for the management liability suite of products across CNA . In various leadership roles within CNA, Edward has led the development of strategic and tactical capabilities to allow profitable growth as well as turn-around business segments with profitability issues. Edward regularly contributes to industry publications and participates on industry panels. Edward has also lectured extensively at regional and national conferences on executive liability, insurance coverage issues and the exposures companies face. Edward was a two sport collegiate Athlete, and is an Eagle Scout. Edward received a Bachelors in Political Science from Benedictine College and a law degree from Washburn University.
</p>
|
Lockton Affinity | Fool with a Tool - An Analytics Discussion |
Eric Berman (PANELIST)
<p>
Eric Berman practices at the intersection of Venable’s Advertising, Nonprofit, Antitrust and State Attorneys General practice groups in the Washington, DC office. He is a well-rounded regulatory lawyer whose practice includes counseling, advocacy, and litigation defense in the areas of marketing and consumer protection, antitrust, and charitable solicitation and professional fundraising. He represents large companies, trade associations, charitable organizations, and closely held businesses before both the consumer protection and competition bureaus of the Federal Trade Commission, the Department of Justice’s Antitrust and Civil Tax Divisions, and the state attorneys' general.
</p>
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Venable LLP | Is There Anything Private About Private Companies Any More? |
Gregory Fox (MODERATOR)
<p>
Greg is a member of the Professional Liability Department and focuses his practice on the defense of claims made and suits brought against attorneys, accountants, corporate directors and officers, and other professionals. He also has significant experience in bankruptcy law and foreclosure-related litigation, and he represents banks and mortgage servicers in matters involving those areas. Greg's bankruptcy experience also makes him a valuable resource in any case-regardless of the claims or law at issue-that involves or is affected by bankruptcy.<br/><br/>
Prior to joining Marshall Dennehey, Greg was an associate at a law firm in Upper Gwynedd, Pennsylvania, where his practice primarily focused on commercial litigation, creditor-rights litigation, bankruptcy and municipal litigation. He has successfully represented clients in federal and state courts throughout Pennsylvania, New Jersey and Delaware.<br/><br/>
After graduating from the University of Richmond in 2001, Greg earned his juris doctor from the Villanova University School of Law in 2005, where he was an Academic All-American on the water polo team. While there, he also served as an extern for the Honorable Stanley R. Ott at the Montgomery County Court of Common Pleas.<br/><br/>
In addition to practicing law, Greg has also served on the Board of Directors of the North Penn YMCA and as a committeeman for the Montgomery County Republican Party.<br/><br/>
<strong>Classes/Seminars Taught</strong>
<ul style="list-style-type:disc">
<li>"On the Pulse…Helping To Make the Best of a Difficult Situation: A Profile of Marshall Dennehey’s Bankruptcy Litigation Practice Group," <em>Defense Digest,</em> Vol. 22, No. 4, December 2016</li>
<li><em>Duty of Competency When Diversifying Your Practice,</em> National Business Institute, April 2015</li>
<li><em>Forbearance Agreements -- Structure and Important Provisions,</em> National Business Institute, August 2014, Philadelphia, PA</li>
<li><em>Real Estate Foreclosure: A Step-By-Step Workshop - How Bankruptcy Changes The Foreclosure Landscape,</em> National Business Institute, March 2014, Philadelphia, PA</li>
<li><em>Collections and FDCPA Compliance - Piercing The Corporate Veil In Commercial Collections,</em> National Business Institute, December 2013, Philadelphia, PA</li>
<li><em>Collections and FDCPA Compliance - Preparing For Bankruptcy's Impact On Collections,</em> National Business Institute, December 2013, Philadelphia, PA </li>
<li><em>Real Property Foreclosure, A Step-by-Step Workshop - How Bankruptcy Changes the Landscape,</em> National Business Institute, December 2012, Philadelphia, PA</li>
<li><em>Collection Law Tips and Strategies - Essential Bankruptcy Issues Impacting Collection Law,</em> National Business Institute, April 2012, Philadelphia, PA</li>
<li><em>What Does Bernie Madoff Have To Do With Lawsuits Against Attorneys? An Examination Of Professional Liability Actions Against Lawyers Arising Out Of Ponzi Schemes,</em> Presentation to Westport Insurance Corporation, October 2011, Chicago, IL</li>
<li>FDCPA and Collecting the Judgment - Bankruptcy's Implications on Collection Practices, National Business Institute, August 2011, Philadelphia, PA </li>
<li><em>Advanced Topics in Foreclosure,</em> National Business Institute, July 2011, Philadelphia, PA </li>
<li><em>The Tax Consequences of Foreclosure,</em> National Business Institute, national webinar, 2011</li>
<li><em>Nuts and Bolts of Bankruptcy Law,</eM> National Business Institute, 2009, Philadelphia, PA</li>
<li><em>Real Estate Tax Sales Law in Pennsylvania,</em> National Business Institute, 2008, Philadelphia, PA</li>
<li><em>Collection Law From Start To Finish,</em> National Business Institute, 2008, Philadelphia, PA</li>
<li><em>Fundamentals of Bankruptcy Law,</em> National Business Institute, 2007, Philadelphia, PA</li>
</ul><br/>
<strong>Published Works</strong>
<ul style="list-style-type:disc">
<li>"When the Statute of Limitations Meets Claim Objections: A Tale of Two Sections of the Bankruptcy Code," <em>New Jersey Law Journal,</em> February 22, 2016 </li>
<li>"It's Confirmed (or, Rather, Affirmed): In Pennsylvania the Truth Shall Set You Free," <em>Defense Digest,</em> September 1, 2011</li>
</ul><br/>
<strong>Education</strong><br/>
Villanova University School of Law, Villanova, Pennsylvania (J.D., 2005)<br/><br/>
University of Richmond (B.A., 2001)<br/>
Major: Leadership Studies / History<br/><br/>
<strong>Bar Admissions</strong>
<ul style="list-style-type:disc">
<li>New Jersey, 2005</li>
<li>Pennsylvania, 2005</li>
<li>U.S. District Court Eastern District of Pennsylvania, 2005</li>
<li>U.S. District Court Middle District of Pennsylvania, 2005</li>
<li>U.S. Court of Appeals 3rd Circuit, 2006</li>
<li>U.S. District Court Western District of Pennsylvania, 2007</li>
<li>U.S. District Court of New Jersey, 2008</li>
<li>U.S. Supreme Court, 2009</li>
</ul>
</p>
|
Marshall Dennehey, P.C. | Insurance Defense Professional Guide to Bankruptcy |
H. Douglas Hinson (PANELIST)
<p>
Doug Hinson is the leader of Alston & Bird, LLP’s ERISA Litigation Group and co-leader of the Compensation, Benefits and ERISA Litigation practice at Alston & Bird. He has led the defense of numerous Fortune 500, government, private and non-profit clients in all types of ERISA class actions, including 401(k) fee and employer stock matters, welfare benefit terminations, defined benefit calculation and anti-cutback actions, and severance matters. In addition, Mr. Hinson has substantial experience and expertise in securities, complex commercial and insurance class action litigation. Mr. Hinson's practice is national in scope. He has been recognized as a “national leader” in ERISA litigation by <em>Chambers USA: America's Leading Lawyers for Business, Best Lawyers in America</em> and <em>The Legal 500</em> publications, and is listed in <em>Who's Who in American Law</em> and <em>Super Lawyers</em> magazine. Mr. Hinson is the past chair of the Employee Benefits Committee of the Tort, Trial and Insurance Practice Section-and a past member of the Joint Committee on Employee Benefits-of the American Bar Association.<br/><br/>
<strong>Services </strong><br/>
ERISA Litigation <br/>
Employee Benefits & Executive Compensation<br/>
Investigations - Government & Special <br/><br/>
<strong>Education</strong><br/>
Georgetown University (J.D., 1986)<br/>
Emory University (B.A., 1982)<br/><br/>
<strong>Admitted to Practice </strong><br/>
Georgia<br/>
District of Columbia
</p>
|
Alston & Bird LLP | A Man Walks Into an ERISA Law Office |
Hillard Sterling (MODERATOR)
<p>
<strong>Practice Areas:</strong> Professional Liability, Employment and Labor, Cyber Law, Technology Law, Commercial and Business Litigation, Directors and Officers, Intellectual Property, Insurance Coverage<br/><br/>
Hillard M. Sterling is Managing Partner of Winget, Spadafora & Schwartzberg, LLP's Chicago office. Mr. Sterling has worked on a variety of labor and employment matters, including disputes in federal and state courts involving non-competition and non-solicitation provisions, alleged breaches of employment agreements, alleged failures to pay commissions, and statutory wage claims such as those under the Illinois Wage Payment and Collections Act. Mr. Sterling also regularly represents a broad array of professionals in litigation, including attorneys, architects & engineers, accountants, agents and brokers, and real-estate professionals, among others, as well as directors & officers in a variety of business disputes. Mr. Sterling’s practice also focuses on technology and cyber disputes and issues, bringing 25 years of experience in the entire range of technology cases, such as disputes related to systems implementation, software development and licensing, and IT intellectual property. <br/><br/>
Mr. Sterling also counsels clients on developing and implementing best practices before, during, and after data breaches and incidents. Since strong preventive measures are central to reducing exposure and damages, Mr. Sterling works with clients to: (1) develop or improve policies, incident-response plans, and data-governance plans; (2) develop or improve employee training procedures and techniques; (3) develop or improve table-top exercises; and (4) comply with governing law and stay current with the latest cyber-law developments. The underlying objective of all of these measures is to help clients establish a cyber-security corporate culture. <br/><br/>
Mr. Sterling also assists insureds and other clients as a “breach coach” to coordinate and quarterback responses to data breaches or incidents. In this role, Mr. Sterling helps guide and manage the many responsive tasks, including analyzing the nature and scope of the breach or incident, assessing the legal implications and developing and implementing strategies based on those implications, implementing incident-response plans, and communicating internally and externally with the many pertinent constituencies, all while utilizing and maximizing the confidentiality protections of the attorney-client communication privilege where feasible.<br/><br/>
Mr. Sterling's practice also extends to other types of commercial matters, including shareholder and partner disputes, intellectual property, employment, securities, antitrust, the False Claims Act, and products liability. <br/><br/>
Mr. Sterling has served as an expert commentator in print and broadcast media, and regularly speaks and presents, on various technology topics. <br/><br/>
Mr. Sterling is a 1986 graduate of Northern Illinois University, where he received his B.A., <em>summa cum laude</em>. He received his J.D. in 1989, <em>magna cum laude</em>, and Order of the Coif, from Georgetown University Law Center, where he was an Executive Editor of its flagship law review, the Georgetown Law Journal. <br/><br/>
Mr. Sterling is admitted to practice law in Illinois and Washington, D.C., and various federal courts including the trial bar of the Northern District of Illinois.
</p>
|
Clausen Miller P.C. | Stolen Law Firm Client Data: E&O or Cyber Claim? |
James Schibuk (PANELIST)
<p>
Jamie is a Vice President and the national manager of the Miscellaneous Professional Liability & Cyber Department of Arch Insurance Group. His unit underwrites professional liability and network security and privacy coverage across various industry classes. His responsibilities include underwriting, strategy, product development and implementation, staff and portfolio management, quote authorization, financial budgeting and monthly reporting. <br/><br/>
Prior to joining Arch in 2009, Jamie spent 4 years working for The Hartford where he worked in the Financial Services Department within the Hartford Financial Products unit. <br/><br/>
He has a MS in risk management from St. John’s University and a BA in economics and mathematics from Hamilton College. He has also earned the Chartered Property Casualty Underwriter and Registered Professional Liability Underwriter designations.
</p>
|
Arch Insurance Group | Stolen Law Firm Client Data: E&O or Cyber Claim? |
James DeDonato (PANELIST)
<p>
James DeDonato is a Claims Manager and Portfolio Claims Team Leader at Beazley Group, a leading global specialist insurer. Jim leads a diverse and experienced team of claims professionals managing specialized liability claims arising from Lloyd's and admitted insurance products, including architects & engineers (A&E) professional liability, employment practices liability (EPL), and management/professional liability for healthcare providers. In addition to his leadership responsibilities, Jim directly manages complex professional liability claims in the US and around the world for construction design professionals, including a number of ENR Top 250 firms. <br/><br/>
Prior to joining Beazley in 2010, Jim practiced law for 10 years at two large regional law firms where he represented corporate and individual clients in complex trials, arbitrations, and commercial litigation matters involving intellectual property (patent/trademark/copyright), franchise and distribution, probate disputes, construction, and other business torts.<br/><br/>
Jim holds a BA from Providence College and his JD from The Catholic University of America, Columbus School of Law.
</p>
|
Beazley | The Art of the Deal - Best Practices for Settling Management Liability Cases |
Janis van Meerveld (PANELIST)
<p>
Judge Janis van Meerveld was sworn in as Magistrate Judge for the Eastern District of Louisiana on July 29, 2016. Judge van Meerveld grew up in Brussels, Belgium, and then graduated from Newcomb College of Tulane University in 1984. She obtained her J.D. from Tulane Law School in 1987, where she served on the Moot Court Board, and as an oralist on the Philip C. Jessup International Law Moot Court team. Judge van Meerveld spent 29 years in private litigation practice, 27 of them with Adams and Reese LLP where she litigated maritime and general insurance cases before she developed a specialization in labor and employment and directors and officers liability litigation.
</p>
|
United States District Court, Eastern District of Louisiana | The Art of the Deal - Best Practices for Settling Management Liability Cases |
Jason Krauss, Esq. (PANELIST)
<p>
<strong>Relevant Experience/Specialization </strong><br/>
Jason joined us from Arch Insurance Group where he most recently served as an Assistant Vice President in Enterprise Product Development within the Corporate Underwriting Department. While at Arch, Jason focused on a number of products or industries including Cyber, D&O, and Professional Liability including lawyers, real estate professionals, accountants, captive agents, broker dealers, and architects and engineers. Before joining Product Development at Arch, Jason managed a claims team in adjusting professional liability claims and worked closely with underwriters in procuring new business and drafting policies and endorsements. Prior to joining Arch, Jason worked at Zurich North America as a Claims Analyst in the Diversified Financial Institutions Group. <br/><br/>
<strong>Role at Willis Towers Watson</strong><br/>
Jason serves as a thought and product leader for cyber and E&O insurance for the FINEX team.<br/><br/>
<strong>Education and Credentials </strong><br/>
Jason earned a Juris Doctor degree from New York Law School and a Bachelor of Science degree in Administration of Justice from the Pennsylvania State University. He is admitted to legal practice in New York.
</p>
|
Willis Towers Watson | Stolen Law Firm Client Data: E&O or Cyber Claim? |
Joni Mason (PANELIST)
<p>
Joni Mason heads up the Claims Advocacy group for the Executive and Professional Risk Solutions (EPS) practice nationwide. She is responsible for policyholder client advocacy, coverage and legal matters relating to complex executive liability claims. Joni has more than 25 years of experience in the insurance industry. Prior to her current role, Joni spent the first part of her career as a defense litigator handling complex commercial and specialty insurance coverage matters. Joni then focused her professional career on the insurance carrier side where she held positions of increasing responsibility in both claims and underwriting in Financial Lines.
</p>
|
USI Insurance Services | The Art of the Deal - Best Practices for Settling Management Liability Cases |
Joseph Kelly (PANELIST) | Sompo International | Who Knew Compensation Could Be So Complicated? |
Kelly Thoerig (PANELIST)
<p>
Kelly Thoerig is Marsh’s U.S. Employment Practices Liability and Wage and Hour Coverage Leader and is primarily responsible for manuscripting EPL and W&H policies, leading policy and insurer new product reviews, and drafting endorsements. In addition, Kelly is a claims advocate for Marsh’s FINPRO practice, specializing in complex coverage and claims issues concerning EPL, W&H, D&O, professional liability, crime, and cyber insurance, where she calls upon her prior law firm experience representing insurance carriers in coverage disputes. Kelly frequently presents at industry seminars nationwide on various insurance coverage topics.
</p>
|
Marsh | Who Knew Compensation Could Be So Complicated? |
Kimberly Melvin (MODERATOR)
<p>
Kimberly M. Melvin is a partner in the Washington, D.C. law firm of Wiley Rein LLP, where she is a co-chair of the firm’s insurance practice. Ms. Melvin is also member of the PLUS Board of Trustees. She regularly counsels professional liability carriers on both coverage and underlying liability issues and has particular expertise in D&O and fiduciary liability insurance, insurance bankruptcy issues and the mediation of large, complex professional liability claims. Ms. Melvin has been listed by <em>Chambers USA</em> as one of "America's Leading Lawyers for Business" in Insurance since 2018. In 2013, Ms. Melvin was named to <em>Business Insurance</em> magazine's list of "Women to Watch."
</p>
|
Wiley Rein LLP | A Man Walks Into an ERISA Law Office |
Laura Zaroski (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Laura Zaroski is Executive Vice President of Cyber, Management and Professional Liability at Socius Insurance Services, a wholesale insurance broker. Laura also serves as Socius’ EPL Practice Leader and Complex Claims Liaison. Laura’s practice includes the placement of all types of D&O, EPL, Fiduciary, Crime, E&O and Cyber policies. Prior to starting at Socius, Laura was a partner at the Chicago Office of O'Hagan Spencer, LLC, and headed up the insurance coverage and claims management department. As claims management and coverage counsel for various London and domestic carriers, Laura’s experience involved counseling clients in the drafting of policies, program creation, examining claim exposure, effective claims handling techniques, litigation management, and effective resolution/settlement negotiation techniques. Laura counseled as to cost effective defense strategies, and negotiated favorable settlements for hundreds of cases nationwide. <br/><br/>
Laura is an approved Continuing Education provider and frequently presents CE classes to producers, agencies and clients on cyber liability as well as management liability topics. Laura has authored numerous articles regarding cyber and professional liability issues, and is a regular speaker at industry conferences.
</p>
|
Arthur J. Gallagher & Co. | Is There Anything Private About Private Companies Any More? |
Luke Tenery (PANELIST)
<p>
Luke Tenery is a Senior Managing Director and the Cybersecurity Practice Leader at Ankura Consulting Group, located in the Chicago, IL office. He has more than 15 years of experience in handling complex cyber issues covering investigations and forensics, data privacy and security, and security management. Mr. Tenery has an extensive background in leading cyber incident response and investigations into a wide array of active and emergent cybersecurity threats while leveraging industry best practices and relevant threat intelligence capabilities. He also has extensive experience in applying cybersecurity risk management leadership in threat and incident management, cybersecurity operations, security policy development, and IT project management and implementation, among others.
</p>
|
Ankura Consulting | Stolen Law Firm Client Data: E&O or Cyber Claim? |
Matthew Thompson (PANELIST)
<p>
Dr. Matthew R. Thompson is a Vice President with Charles River Associates (CRA) and a co-founder of CRA’s Labor & Employment (L&E) practice which he currently heads. For the last 20 years, Dr.
Thompson has assisted employers facing private litigation and government agency investigations by providing expert analyses of their employment decisions including hiring, compensation, promotion, and termination. He works with employers to proactively analyze and monitor their employment decisions and provides guidance on remediation efforts. Dr. Thompson has provided written and oral testimony in state and federal courts on wage and hour and equal employment opportunity issues.
</p>
|
Charles River Associates | Who Knew Compensation Could Be So Complicated? |
Mercedes Colwin (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Mercedes Colwin is the Managing Partner of Gordon & Rees New York offices. She handles a wide variety of litigation including employment law, commercial litigation, products liability, civil rights violations and criminal law. Ms. Colwin has successfully tried 48 cases to verdict in various jurisdictions throughout the nation and regularly defends executives from Fortune 500 companies charged with allegations of wrongdoing, including claims of sexual misconduct. Prior to entering private practice, Ms. Colwin devoted several years in the public sector where she was a gubernatorial appointee as an Administrative Law Judge for the New York State Division of Human Rights. During her nine year service, while a partner at a major regional New York Law firm, she presided over three-thousand cases under the Federal and State antidiscrimination laws. Forbes Business American Airlines named Ms. Colwin one of the six most influential women in America's list that included former U.S. Secretary of State Madeleine Albright. Notre Dame Law School also presented Ms. Colwin with the prestigious Graciela Olivarez Award for her outstanding achievement as a leading Hispanic lawyer of the highest ethical and moral standards who exemplifies commitment to community service. Additionally, she was recently named as one of the “Nations Most Powerful Employment Attorneys” by Human Resource Executive Magazine. Widely regarded as one of the top national legal analysts for the FOX News Network, she appears to discuss critical legal issues and high profile cases dominating the news.
</p>
|
Gordon Rees Scully Mansukhani, LLP | The Art of the Deal - Best Practices for Settling Management Liability Cases |
Michael Menkowitz (PANELIST)
<p>
Michael Menkowitz is a nationally ranked bankruptcy and restructuring attorney and a partner in the Philadelphia office of Fox Rothschild LLP, a law firm with nearly 800 lawyers in 22 offices throughout the United States. He began his career at Fox and ascended the ranks to become chair of its Financial Restructuring & Bankruptcy Department and Managing Partner of the Philadelphia office. He currently serves as chair of the firm’s Automotive Practice, handling sales of dealerships for purchasers and sellers and serving as outside general counsel for the largest Mercedes-Benz dealership in Pennsylvania.<br/><br/>
For nine consecutive years, Michael has been ranked as one of the leading bankruptcy attorneys in Pennsylvania by <em>Chambers USA</em>. An innovator in his field, he offers strategic guidance to businesses facing difficult financial circumstances. He is frequently hired by bankruptcy trustees to serve in the pivotal role of Counsel for the Trustee in major Chapter 7 and Chapter 11 cases.<br/><br/>
Michael also represents secured and unsecured creditors, creditors’ committees and debtors in a multitude of workout and bankruptcy matters. He is experienced in a variety of industries, including insurance, health care, retail, manufacturing and financial services. Michael has also represented state and federal receivers, gaining a keen understanding of the issues and pressures they face.<br/><br/>
A graduate of Princeton University, Michael earned an MBA from Boston University School of Management and a law degree from Boston University School of Law. He is a member of the American Bankruptcy Institute and sits on the board of directors for the Ronald McDonald House of Philadelphia.
</p>
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Fox Rothschild LLP | Insurance Defense Professional Guide to Bankruptcy |
Nancy Tordai (PANELIST)
<p>
Nancy K. Tordai is a litigation partner with Peters & Nye LLP. A trial and appellate attorney with more than 35 years’ experience, Ms. Tordai represents domestic and foreign insurers and reinsurers in the defense of complex insurance coverage disputes and bad faith claims involving a wide variety of professional liability, errors and omissions, general liability, trust and fiduciary liability, employment liability, and fidelity bond insurance products in state, federal, bankruptcy, and appellate courts nationwide and in domestic and international arbitrations. She has secured published decisions favorable to insurers on several issues of first impression, making her uniquely positioned to provide strategic advice to her clients on a broad range of insurance coverage issues. She has also obtained favorable results as trial and appellate counsel in complex civil litigation involving business disputes, loan recovery, bankruptcy, employment disputes, medical negligence, legal malpractice, accounting negligence, unfair trade practices, trademark infringement, personal injury, civil rights, product liability, ERISA violations, and contract disputes. Ms. Tordai received her bachelor of arts with honors from the University of Chicago and her J.D. from Loyola University of Chicago Law School. Ms. Tordai is admitted to practice in Illinois; the United States Supreme Court; the United States Appellate Courts for the Fifth, Sixth, Seventh, Ninth and Tenth Circuits; the United States District Courts for the Northern District of Illinois, Central District of Illinois, Western District of Michigan, and Eastern District of Wisconsin; and the Trial Bar of the United States District Court for the Northern District of Illinois. In addition to practicing law, Ms. Tordai serves as a mentor for teenage girls with Step Up.
</p>
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Peters & Nye, LLP | Insurance Defense Professional Guide to Bankruptcy |
Nancy Adams (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>Nancy is in the Litigation Section, practicing in the Boston office of Mintz Levin. She is an active member in the firm’s Insurance/Reinsurance, Insurance Bankruptcy and Executive Production and Risk Management Groups. Nancy has extensive experience representing and advising primary and excess insurers on the business and legal implications of a variety of complex coverage issues involving personal, commercial and transactional lines of insurance. Nancy’s experience includes representing insurers with respect to coverage issues arising under all lines of property and casualty insurance. Her practice has involved representing insurers in state, bankruptcy and federal courts across the country. Nancy also advises with the firm’s corporate clients on a variety of insurance and risk management-related matters ranging from the evaluation and negotiation of D&O, cyber and traditional P&C insurance policies to the drafting and implementation of indemnification agreements for corporate boards. In addition to her insurance practice, Nancy’s practice includes representing clients in civil litigation, including class actions, principally in the areas of personal injury, professional liability and products liability. Nancy is the President of the Board of Trustees of the Insurance Library Association of Boston. Nancy received her CPCU designation in 2002 and served as an Executive Officer of the international CPCU Society. She is a member of PLUS’ Education Committee and past member of the New England Chapter Steering Committee. Nancy regularly speaks and writes on insurance industry issues and teaches CPCU courses to professionals. In addition to PLUS and the CPCU Society, Nancy is a member of the American College of Insurance Coverage and Extracontractual Counsel, the International Association of Defense Counsel, the Aviation Insurance Association and the Massachusetts, Women’s and Boston Bar Associations. She received her bachelor of arts from Trinity University in San Antonio, Texas and her juris doctor from Boston College Law School.
</p>
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Mintz Levin | Is There Anything Private About Private Companies Any More? |
Paul Maschmeyer (PANELIST)
<p>
Mr. Maschmeyer is a Shareholder/Director of Maschmeyer Karalis P.C. This firm limits its practice to Bankruptcy, Corporate, Corporate Reorganization, Litigation, Insolvency, Creditors’ Rights and Real Estate Law. Mr. Maschmeyer has represented trustees in many bankruptcy liquidations, official creditors’ committees and debtors in numbers Chapter 11 reorganizations.<br/><br/>
Mr. Maschmeyer is a member of the Philadelphia and Pennsylvania Bar Associations, the Eastern District of Pennsylvania Bankruptcy Conference, the American Bankruptcy Institute and the National Association of Bankruptcy Trustees. He is a member of the Board of Directors of the Consumer Bankruptcy Assistance Project.<br/><br/>
In addition to holding an AV ® rating from Martindale-Hubbell, Mr. Maschmeyer is certified as a Business Bankruptcy Law Specialist by the American Bankruptcy Board of Certification and an author of Colliers Handbook for Trustees and Debtors-in-Possession. He is recognized by Philadelphia magazine as a Pennsylvania Super Lawyer in the practice area of Bankruptcy and Creditor/Debtor Rights.
</p>
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Maschmeyer Karalis P.C. | Insurance Defense Professional Guide to Bankruptcy |
Peiter "Mudge" Zatko (KEYNOTE)
<p>
Peiter Zatko, better known as Mudge, is the Director of CITL (Cyber Independent Testing Laboratory). <br/><br/>
Mudge has contributed significantly to disclosure and education on information and security vulnerabilities over the past 25+ years. In addition to pioneering buffer overflow work, the security work he has released contained early examples of flaws in the following areas: code injection, race conditions, side-channel attacks, exploitation of embedded systems, and cryptanalysis of commercial systems. <br/><br/>
He was the original author of the password cracking software L0phtCrack, Anti-Sniff, and L0phtWatch. <br/><br/>
In 2010, Mudge accepted an appointed position at the Defense Advanced Research Agency (DARPA) where he oversaw cyber security R&D and re-built the Agency's approach to cyber security research. In 2013 Mudge went to work for Google where he served as the Deputy Director of their Advanced Technology & Projects (ATAP) division. <br/><br/>
Most recently, after conversations with the White House, Mudge stood up the non-profit Cyber Independent Testing Laboratory inspired by efforts such as Consumer's Union (Consumer Reports). <br/><br/>
He is the recipient of the highest medal that can be awarded to a civilian by the Office of the Secretary of Defense: the Medal for Exceptional Civilian Service, an honorary Plank Owner of the US Navy Destroyer DDG-85, was inducted into the Order of Thor, the US Army's Association of Cyber Military Professionals, is recognized as a vital contributor to the creation of the US Cyber Corps (SfS PDD-63), and has received separate commendations from the CIA and Executive Office of the President of the United States.
</p>
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Cyber Independent Testing Labratory | Luncheon with Peiter "Mudge" Zatko, CITL |
Peter Trunfio (PANELIST)
<p>
<strong>Responsibilities</strong><br/>
Peter is the Chief Information Officer for the Financial Services Group (“FSG”). He manages the Knowledge Management practice to benefit clients with industry leading diagnostics including benchmarking, pricing, and claims trends.<br/><br/>
In addition to his CIO role, Peter also has operational responsibilities in marketing, finance, compliance, and information technology.<br/><br/>
<strong>Experience</strong><br/>
Peter has 25+ years of experience as both a broker and underwriter of management liability insurance. <br/><br/>
Since February 2008 Peter has managed the Knowledge Management practice in FSG.<br/><br/>
From February 2003 to February 2008 Peter managed the FSG Private-Non-Profit unit, a high-volume facility handling 3,500+ private companies and not-for-profit organization.<br/><br/>
Prior to that Peter spent 16+ years with several insurance companies underwriting public company Directors’ & Officers’ Liability (“D&O”), Employment Practices Liability (“EPL”), Fiduciary Liability, Crime, and Kidnap/Ransom & Extortion coverage.<br/><br/>
<strong>Education</strong><br/>
Peter earned Bachelor of Science degrees in both Accounting and Finance from the University of Kansas, Lawrence, KS (1987).<br/><br/>
<strong>Personal</strong><br/>
Peter lives in New York City and is an avid sailor, traveler, and recovering marathon runner.
</p>
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Aon Risk Solutions | Fool with a Tool - An Analytics Discussion |
Rebecca Dauparas (PANELIST)
<p>
<strong>Areas of Responsibility</strong><br/>
Rebecca Dauparas is a Client Advisor in Gallagher’s Management Liability Practice. She draws on product expertise and extensive client servicing experience to provide executive liability consulting and brokering services to a mix of Fortune 500 corporate and financial institution clients. She is in Gallagher’s Chicago office and serves as national practice leader for Fiduciary Liability.<br/><br/>
<strong>Experience</strong><br/>
Rebecca brings 20 years of experience in the insurance industry, both in underwriting and brokering. Prior to joining Gallagher she served as the Fiduciary Liability Practice Leader for CNA Insurance, overseeing the national Fiduciary Liability portfolio including profitability and product development. She was a frequent speaker on Fiduciary Liability and ESOPs at industry conferences. Previously she also underwrote Directors & Offices Liability, Employment Practices Liability, Fiduciary Liability, Crime and Kidnap & Ransom at both CNA and Travelers. Rebecca’s experience includes underwriting publicly traded companies, financial institutions, private companies as well as non-profit entities. <br/><br/>
She began her career at The Northern Trust Corporation in the Large Corporate division, serving as a Trust Officer / Relationship Manager for Fortune 500 multinational ERISA customers. <br/><br/>
<strong>Education and Professional Designations</strong><br/>
University of Illinois, Urbana-Champaign, IL<br/>
<em>B.S., Finance and Management Information Systems</em><br/><br/>
<strong>Affiliations</strong>
<style="list-style-type:disc">
<li>Professional Liability Underwriting Society (PLUS)</li>
<li>National Center for Employee Ownership (NCEO)</li>
</ul>
</p>
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Gallagher | A Man Walks Into an ERISA Law Office |
Teresa Renaker (PANELIST)
<p>
Teresa Renaker is a partner of Renaker Hasselman Scott LLP, located in San Francisco. She represents plaintiffs in ERISA litigation, including individual, multi-plaintiff, and class actions for benefits and breach of fiduciary duty, and related state law claims. Ms. Renaker authors the “Employee Benefits” chapter of <em>California Domestic Partnerships and Same-Sex Marriage </em>(CEB 2005 and annual updates) and the “Employee Welfare and Other Nonpension Benefits” chapter of <em>Dividing Pensions and Other Employee Benefits in California Divorces</em> (CEB 2006 and annual updates). Ms. Renaker formerly chaired the Employee Benefits Committee of the ABA’s Tort, Trial, and Insurance Practice Section, and served for eight years on the ABA’s Joint Committee on Employee Benefits. Ms. Renaker is a graduate of Mount Holyoke College and of the Boalt Hall School of Law at the University of California at Berkeley. Following law school, she served as a law clerk to the Honorable Irma E. Gonzalez of the United States District Court for the Southern District of California.
</p>
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Renaker Hasselman Scott LLP | A Man Walks Into an ERISA Law Office |
Wendy Von Wald (PANELIST) | Travelers Bond & Specialty Insurance | A Man Walks Into an ERISA Law Office |
Wendy Mellk (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Wendy J. Mellk is a Principal in the New York City, New York, office of Jackson Lewis P.C. Since joining the firm in October 1996, she has concentrated her practice in employment litigation and counseling employers on a full range of workplace issues including wage and hour compliance.<br/><br/>
Ms. Mellk's litigation practice includes the defense of employers in single and multi-plaintiff actions before state and federal courts, the American Arbitration Association and administrative agencies such as the Equal Employment Opportunity Commission and the New York State Division of Human Rights on claims of discrimination (gender, race, age, religion, national origin, sexual orientation), sexual harassment, breach of contract, retaliation, violation of whistleblower protections and wage/hour laws, and wrongful discharge and related tort claims (invasion of privacy, defamation, interference with business relations, misrepresentation, and fraud). She also has handled appeals before the Second Circuit Court of Appeals and the New York State Appellate Division.<br/><br/>
She has represented numerous clients in national collective actions under the FLSA for overtime compensation and has experience in all aspects of class action cases, including developing litigation strategy, overseeing class-wide discovery, preparing potential exposure analyses, opposing class certification, interviewing witnesses, defending and taking depositions and retaining experts.<br/><br/>
In her counseling practice, Ms. Mellk advises employers on issues such as wage and hour, disability management, reductions in force, privacy in the workplace, terminations without litigation, restrictive covenants, best practice employment policies, hiring and separations, and performance management.
She also conducts management training for employers on a wide variety of employment law topics. Ms.
Mellk regularly is invited to lecture on the FLSA, ADA, FMLA, and Title VII and other employment-related issues.<br/><br/>
<strong>Litigation Experience</strong><br/>
Ms. Mellk's litigation practice includes the defense of employers in single and multi-plaintiff actions before state and federal courts, the American Arbitration Association and administrative agencies such as the Equal Employment Opportunity Commission and the New York State Division of Human Rights on claims of discrimination (gender, race, age, religion, national origin, sexual orientation), sexual harassment, breach of contract, retaliation, violation of whistleblower protections and wage/hour laws, and wrongful discharge and related tort claims (invasion of privacy, defamation, interference with business relations, misrepresentation, and fraud). She also has handled appeals before the Second Circuit Court of Appeals and the New York State Appellate Division.<br/><br/>
<strong>FLSA Collective Actions Experience</strong><br/>
Ms. Mellk has represented numerous clients in national collective actions under the FLSA for overtime compensation and has experience in all aspects of class action cases, including developing litigation strategy, overseeing class-wide discovery, preparing potential exposure analyses, opposing class certification, interviewing witnesses, defending and taking depositions and retaining experts.<br/><br/>
<strong>Advice and Counsel Experience</strong><br/>
In her counseling practice, Ms. Mellk advises employers on issues such as wage and hour, disability management, reductions in force, privacy in the workplace, terminations without litigation, restrictive covenants, best practice employment policies, hiring and separations, and performance management.
She also conducts management training for employers on a wide variety of employment law topics. Ms. Mellk regularly is invited to lecture on the FLSA, ADA, FMLA, and Title VII and other employment-related issues.<br/><br/>
<strong>Education</strong><br/>
Brooklyn Law School<br/>
J.D., 1993<br/>
Hirschfeld Prize for Excellence<br/><br/>
University of California, Los Angeles<br/>
B.A., 1988<br/><br/>
<strong>Admitted to Practice</strong><br/>
2nd Circuit Court of Appeals, 2005<br/><br/>
New York - E.D. N.Y., 1994<br/><br/>
New York - S.D. N.Y., 1994<br/><br/>
New York - W.D. N.Y., 2002<br/><br/>
New York, 1994<br/><br/>
<strong>Honors and Recognitions</strong><br/>
<em>Best Lawyers</em>, 2019
</p>
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Jackson Lewis P.C. | Who Knew Compensation Could Be So Complicated? |
Ziad Kubursi (MODERATOR) | The Hartford Financial Lines | Fool with a Tool - An Analytics Discussion |
Sponsors
Thank you to the sponsors of this event:
Diamond
Platinum
Gold
Silver
Freeman Mathis & Gary LLP
The Hartford
Bronze
Adams and Reese LLP
Cozen O'Connor
Gordon & Rees Scully Mansukhani
O'Hagan Meyer
Materials
Session Handout Materials and PowerPoint Slides:
Keynote: Peiter "Mudge" Zatko
Who Knew Compensation Could Be So Complicated?
Stolen Law Firm Client Data: E&O or Cyber Claim?
Insurance Defense Professional Guide to Bankruptcy
The Art of the Deal - Best Practices for Settling Management Liability Cases
Is There Anything Private About Private Companies Anymore?
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!
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