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Wednesday, November 07, 2007
Registration Open
09:00 AM - 07:00 PM
Registrants' Networking Lounge Open
09:00 AM - 01:30 PM
Presenting Effectively with Ora Shtull
This session synthesizes the key components of effective presentations. Whether you present at PLUS events or in the workplace, come for a refresher that will fine-tune your speaking strengths. You’ll leave the session with a lasting methodology for projecting confidence and speaking persuasively.
11:30 AM - 12:30 PM
Ora Shtull
President, MAXIMA Communication Ltd.
Opening General Session

Topic: This panel will explore how the SOX legislation has changed U.S.corporate governance and D&O liability since it was passed in 2002.


Attendees will learn:

  • What are the true substantive changes in corporate governance since the passage of SOX.
  • Historic litigation trends – have they been affected by SOX.
  •  “GoldiSOX and the three bears” – Too much, too little or just right?
  • How key industry underwriters believe SOX has changed their landscape for executive liability exposure.
02:00 PM - 04:00 PM
Anthony S Galban
Senior Vice President, Global D&o Product Manager, Chubb & Son
Christopher Duca
President & Ceo, Navigators Management Company, Inc.
Heather Fox, Esq.
SVP & Chief Underwriting Officer, AIG/National Union
Gary Brown, Esq.
Shareholder, Baker, Donelson, Bearman, Caldwell and Berkowitz P.C.
Hon. Michael G Oxley
Vice Chairman, Nasdaq; Of Counsel, Baker Hostetler LLP, Member of Congress 1981-2007
Amy Goodman
Partner, Gibson, Dunn & Crutcher LLP
Reception at the Marriott Wardman Park
06:30 PM - 08:30 PM
 
Thursday, November 08, 2007
Registration Open
07:00 AM - 05:00 PM
Breakfast Buffet
07:30 AM - 08:30 AM
Concurrent Educational Sessions
  • Executive Liability: Who's The Boss? Changes at EEOC, in RICO, and Other EPL Challenges for Corporate Leaders
  • Medical Professional Liability and Allied Healthcare Professional: Beat the Clock! New Hopes and Risks in Anti-Aging Medicine
  • Emerging Exposures for Traditional Professionals: Re-Designing Risk- How Contracts and Technology are Changing A&E Exposures
  • On the Cutting Edge: The Devil is in the E-mail: EGAD!

 

08:30 AM - 09:45 AM
Who's The Boss? Changes at EEOC, in RICO, and Other EPL Challenges for Corporate Leaders
08:30 AM - 09:45 AM
Richard V Rupp CPCU
Philip R Voluck Esq.
Managing Partner - Pennsylvania Office, KDVG, Kaufman Dolowich Voluck & Gonzo LLP
Richard Lehr
Partner, Lehr Middlebrooks & Vreeland, P.C.
Haralyn H Isaac
Vice President, Claims, Great American Insurance Company
Leslie E Silverman
Vice Chair, United States Equal Employment Opportunity Commission
Beat the Clock! New Hopes and Risks in Anti-Aging Medicine
08:30 AM - 09:45 AM
Charles Turner
Owner-Practioner, Innovative Medicine
Kathleen Johnson, JD
Senior Claims Attorney, Shand Morahan & Company
Cynthia Hine
Nancy Huddlestun
Edward Kuhn, MBA
Owner/Agent, Liability Insurance Solutions, Inc.
Re-Designing Risk- How Contracts and Technology are Changing A&E Exposures
08:30 AM - 09:45 AM
James F Lee Jr., Esq.
Vice President, Lee & McShane, PC
Randall Lewis CPCU
VP Loss Prevention, XL Insurance
Paul Dietrich
Vice President, RLI Corp
James Summers
Practice Technology Leader, Burt Hill, Inc.
The Devil is in the E-Mails: E-Discovery, EGAD!
08:30 AM - 09:45 AM
Sarah Goldstein Esq.
Partner, Lewis, Brisbois, Bisgaard & Smith LLP
James E Gordon
Managing Director, Navigant Consulting
Thomas M Jones Esq.
National Chair, Electronic Discovery Practice Group, Cozen O'Connor
Concurrent Educational Sessions
  • Executive Liability: Without Class? Opt-Out Plaintiffs Go It Alone
  • Medical Professional Liability and Allied Healthcare Professional: Is it Safe to Get Sick? Patient Safety and Best Practices Meet the Underwriter
  • Emerging Exposures for Traditional Professionals: It Adds Up...Or Does It? Accounting E&O in 2008 and Beyond
  • Technology and Media: Web 2.0: Is the Future of the Internet Insurable?
  • On the Cutting Edge: Beyond All Limits: ECO/XPL and How They Impact Primary, Excess and Reinsurance Contracts
10:15 AM - 11:30 AM
Without Class? Opt-Out Plaintiffs Go It Alone
10:15 AM - 11:30 AM
Kevin M LaCroix RPLU
Partner, OakBridge Insurance Services
Kevin P Gadbois
Executive Vice President, Great American Insurance Group
Richard J Bortnick Esq.
Member, Cozen O'Connor
Patrick Coughlin, Esq.
Partner, Coughlin Stoia Geller Rudman & Robbins LLP
Is It Safe to Get Sick? Patient Safety & Best Practices Meet the Underwriter
10:15 AM - 11:30 AM
Paul A Greve JD, RPLU
Executive VP, Willis Health Care Practice
Ronni Solomon Esq.
Executive Vice President and General Counsel, Emergency Care Research Institute
Gregory Larcher FCAS, MAAA
Director and Actuary, Aon Global Risk Consulting
Heather Yow FCAS, MAAA
Vice President and Actuary, Darwin Professional Underwriters
Robert Englander MD, MPH
Vice President for Quality and Patient Safety, Connecticut Children's Medical Center
It Adds Up... Or Does It? Accounting E&O in 2008 and Beyond
10:15 AM - 11:30 AM
Sean M Pattwell MS
Managing Director, Herbert L. Jamison & Co., L.L.C.
Thomas Manisero Esq.
Partner, Wilson Elser Moskowitz Edelman & Dicker LLP
Frank Arford CPA
CEO, Howarth International
Brian Braden
Vice President, Valiant Insurance
Gerald T Merritt
Vice President Of Underwriting, CNA Global Specialty Lines
Web 2.0: Is the Future of Internet Insurable?
10:15 AM - 11:30 AM
Mark Hutchins
Retired, Euclid Managers, LLC
Adam Sills
Avp-e&o, Darwin/Allied World Assurance Company
Ian C Ballon Esq.
Attorney, Greenberg Traurig LLP
Caren Braun Backus RPLU
Managing Director, AH&T Insurance
Ira Parker JD
Executive Vice President and General Counsel, AOL, LLC
Beyond All Limits: ECO/XPL and How it Impacts Primary, Excess, and Reinsurance Contracts
10:15 AM - 11:30 AM
William McLaughlin
Senior Vice President, Transatlantic Reinsurance
David S DeBerry
Vice President, Hartford Financial Products
Adrienne Publicover, Esq.
Partner, Wilson Elser Moskowitz Edelman & Dicker LLP
Robert Dominiak
Vice President, Travelers
Michael Kuckelman Esq.
Attorney, Warden grier
Luncheon with Keynote Address by Maurice R.

Mr. Maurice R. Greenberg is Chairman and CEO of C. V. Starr & Co., Inc. He joined C. V. Starr & Co. as Vice President in 1960 and was given the additional responsibilities of President of American Home Assurance Company in 1962. He was elected Director of C. V. Starr & Co. in 1965, President and CEO in 1968 and Chairman and CEO in 2005. Mr. Greenberg retired as Chairman and CEO of American International Group, Inc. (AIG) in March 2005, after serving as Chairman and Chief Executive Officer from May 1989 until March 2005. He became President and Chief Executive Officer of AIG in 1967. Mr. Greenberg received his pre-law certificate from the University of Miami and an LL.B from New York Law School in 1950. He was admitted to the New York Bar in 1953. He has been granted honorary degrees from a number of institutions, including New York Law School, Brown University and Middlebury College.

11:45 AM - 01:45 PM
Concurrent Educational Sessions
  • Executive Liability: The Employer Strikes Back, or So the Retaliation Claimant Says
  • Medical Professional Liability and Allied Healthcare Professional: An Interactive Mediation of a Medical Professional Liability Case
  • Emerging Exposures for Traditional Professionals: Can the Jury Award That? Beyond Out of Pocket Damages
  • Technology and Media: Did I Say That? Insuring Commercial and Political Speech
  • On the Cutting Edge: Climate Change: Whose Ox is Gored?
02:00 PM - 03:15 PM
The Employer Strikes Back, or So the Retaliation Claimant Says
02:00 PM - 03:15 PM
Gene Mason MBA
Vice President, Facultative Resources
Thomas Paschos, Esq.
Attorney At Law, Thomas Paschos & Associates, PC
Thomas C Katona
President, Apogee Insurance Group
Wendi Barish, Esq.
Partner, Weber Gallagher Simpson Stapleton Fires & Newby, LLP
Anthony J Fowler Esq.
Assistant Vice President, Hartford Financial Products
An Interactive Mediation of a Medical Professional Liability Case
02:00 PM - 03:15 PM
Steve W Day, Jr., Esq.
Shareholder, Marshall, Dennehey, Warner, Coleman & Goggin
Karl Bayer Esq.
Attorney, Mediator, Arbitrator, Karl Bayer LLP
Laura L Curtin
Vice President and Claims Compliance Officer, The Doctors Company
Can the Jury Award That? Beyond Out of Pocket Damages
02:00 PM - 03:15 PM
Robin T Symons Esq.
Equity Partner, Epstein Becker & Green, P.C.
Mark Rosen JD
Senior Vice President & Chief Claims Officer, Allied World Assurance Company, Ltd. (AWAC)
Marian Rice
Partner, L'Abbate, Balkan, Colavita & Contini, L.L.P.
Garick R Zillgitt
Senior Vice President, Guy Carpenter & Company
Fredda Alpert, Esq.
Claims Consulting Director, CNA
Did I Say That? Insuring Commercial and Political Speech
02:00 PM - 03:15 PM
Christopher J Keegan Esq.
Senior Vice President, Wills National Resource E&O and eRisk
Mike DiSilvestro
Vice President, Media/Professional Insurance
James Innocenzi
President, Sandler-Innocenzi
David Smallman Esq.
Partner, Wollmuth Maher & Deutsch LLP
Climate Change: Whose OX is Gored?
02:00 PM - 03:15 PM
Fred Perez
Vice President, McLarens Young International
Lindene Patton Esq.
Senior Vice President & Counsel, Zurich North America
William Stewart Esq.
Member, Cozen O'Connor
Sonia Hamel
Consultant, Center for Climate Strategies
Concurrent Educational Sessions
  • Executive Liability: Professionals on the ERISA Fiduciary Firing Line
  • Emerging Exposures for Traditional Professionals: Let's Arbitrate! It's Fast, Cheap, and Fair... Right?
  • Technology and Media: Privacy and Insurance: How is Personal Information Being Protected and WHo Pays the Price?
  • On the Cutting Edge: Diversity: Do we Walk the Talk?
03:45 PM - 05:00 PM
Professionals on the ERISA Fiduciary Firing Line
03:45 PM - 05:00 PM
Matthew G Allison, Esq.
Partner, Baker & McKenzie LLP
John Schultz, JD
Partner, Morgan, Lewis & Bockius LLP
Joan Goldberg
Senior Vice President, Professional Risk Group, Wells Fargo Insurance Services
Carrie A Brodzinski
Product Manager, Specialty Lines Beazley Group plc
Christopher Williams
Product Claim Officer, Travelers Bond & Financial Products
Let's Arbitrate! It's Fast, Cheap and Fair... Right?
03:45 PM - 05:00 PM
Randall A Miller, Esq.
P. Jean Baker Esq.
District Vice-President, American Arbitration Association
Kathryn D Jacobson
Senior Vice President, Seabury & Smith
Edith R Matthai Esq.
President & Managing Partner, Robie & Matthai, PC
Michael Merlo Esq.
Senior VIce President & Chief Counsel, Aon (Bermuda) Ltd.
Privacy and Insurance: How is Personal Information Being Protected and Who Pays the Price?
03:45 PM - 05:00 PM
Mark Greisiger MS
President, NetDiligence
Bradley S Gow
Senior Vice President, Zurich NA
Robert Hammesfahr Esq.
Managing Director, Claims and Liability Management, Swiss Reinsurance
Thomas Duym MS
Risk Manager, Automatic Data Processing
Sherrie Savett Esq.
Shareholder, Chair of Securities Litigation Department, Berger & Montague
Diversity: Do We Walk the Talk?
03:45 PM - 05:00 PM
Corbette Doyle, CPCU, ARM
Lecturer of Leadership and Organizations, Vanderbilt University
Serge Adam
Managing Claims Attorney, Monitor Liability Managers, Inc.
Terri Austin Esq.
Chief Diversity Officer, AIG
Harold Gray Sr.
Director, Center for Insurance Education, Howard University
Kathy Marvel
Chief Diversity Officer, Chubb & Son
 
Friday, November 09, 2007
Registration Open
07:00 AM - 11:00 AM
Breakfast Buffet
07:00 AM - 08:00 AM
Concurrent Educational Sessions
  • Executive Liability: Transparent Money: Financial Institutions in an Age of Disclosure
  • Medical Professional Liability and Allied Healthcare Professional: Who's Been Reading My Chart? Do Clinical Support Systems REALLY Protect Patient Privacy?
  • Emerging Exposures for Traditional Professionals: Liability Trends for Academic Institutions
  • On the Cutting Edge: Fighting (for) City Hall: Exploring, Insuring and Controlling Minicipal Liability Risks
08:15 AM - 09:30 AM
Transparent Money: Financial Institutions in an Age of Disclosure
08:15 AM - 09:30 AM
Perry Even
Area Senior Vice President, Arthur J. Gallagher & Co.
John C Zwingli
Chief Executive Officer, Audit Integrity
Frederick M Zauderer Esq.
Senior Vice President, AXIS Insurance
Scott A Schechter Esq.
Partner, Kaufman Borgeest & Ryan LLP
Who's Been Reading My Chart? Do Clinical Support Systems REALLY Protect Patient Privacy?
08:15 AM - 09:30 AM
Donna Modestine Esq.
Shareholder, Marshall, Dennehey, Warner, Coleman & Goggin
Kirk Nahra Esq.
Partner, Wiley Rein, LLP
Donna Enck RN, BSN
System Administrator of the Emergency Department Information System (EDIS), Lancaster General Hospital
Liability Trends for Academic Institutions
08:15 AM - 09:30 AM
John McLaughlin
Managing Director, Higher Education Practice, Arthur J. Gallagher
Janice Abraham MBA
President & CEO, United Educators Insurance Company
Kay Heidbreder Esq.
General Counsel, Virginia Tech
Ann H Franke Esq
President, Wise Results LLC
Fighting (for) City Hall: Exploring, Insuring and Controlling Municipal Liability Risks
08:15 AM - 09:30 AM
Ruth Moraski, CPCU, AU, ARM, ARMPE
President, The Zigmund Company
Maria McGinn
Vice President, Euclid Managers, LLC
Thomas P McGinnis Esq.
Partner, Thomas, Thomas & Hafer, LLP
Daniel Pliszka ARM, RMPE
Manager, Risk Management Consulting, Bickmore Risk Services
Richard R Savakinas
Specialty Claim Manager, Scottsdale Insruance Co.
Concurrent Educational Sessions
  • Executive Liability: Deal or Bad Deal? M&A Q&A
  • Medical Professional Liability and Allied Healthcare Professional: Paging Dr. Faraway: Telemedicine's Risks and Rewards
  • Emerging Exposures for Traditional Professionals: Contracting Infirmity: Professional Services Contract Wordings as the First Line of Defense for Professional Service Firms
  • Technology and Media: The Matrix Re-Visited: Tech Convergence, IP issues and System Vulnerability
  • On the Cutting Edge: Insurance Without Borders: International Risks, International Rewards
09:45 AM - 11:00 AM
Deal or Bad Deal? M&A Q&A
09:45 AM - 11:00 AM
James M Fasone RPLU, ARM
Senior Vice President, Alliant Healthcare Solutions
Chris J Warrior
Underwriter, Specialty Lines, Beazley Group
Kimberly Patlis Walsh
Managing Director, Corporate Risk Solutions, LLC
Miles D Scully, Esq.
Managing Partner, Gordon & Rees LLP
William M Monat
Of Counsel, Wilson Elser Moskowitz Edelman & Dicker LLP
Paging Dr. Faraway: Telemedicine's Risks and Rewards
09:45 AM - 11:00 AM
Joshua Stein
IronHealth
Angela Russell Esq.
Partner, Wilson Elser Moskowitz Edelman & Dicker LLP
Charles Citrin MD
HealthSouth
Susan Kinter Esq.
Director of Claims & Risk Management, University of Maryland Medical System
Contracting Infirmity: Professional Services Contract Wordings as the First Line of Defense for Professional Service Firms
09:45 AM - 11:00 AM
Nancy D Adams Esq.
Attorney, Mintz, Levin, Cohn, Ferris, Glovsky and Popeo & P.
Timothy Esler CPCU
Principal, Fenner & Elser Agency, Inc.
Thomas Schaufelberger
Partner, Saul Ewing, LLP
James Schwartz Esq.
Underwriter, Beazley Group plc
Stephen Cavallaro RPLU
Manager, Professional Risk Facilities
Michael Stone MS, Esq.
Partner, Peabody & Arnold LLP
The Matrix Re-Visited: Tech Convergence, IP Issues, and System Vulnerability
09:45 AM - 11:00 AM
Jennifer G Smith
Vice President, Lockton Companies, Inc.
Kathleen Peters Esq.
Assistant General Counsel, Washingtonpost.Newsweek Interactive, LLC
Mary Schust
Senior Vice President, AXIS PRO
Brian D Brown
Vice President, Marsh Inc.
Insurance Without Borders: International Risks, Rewards
09:45 AM - 11:00 AM
Perry S Granof JD
Vice President & Claims Counsel, Chubb & Son
Arturo Perez
Senior Associate Attorney, Rubio Villegas & Associates, S.C.
Alejandro Guerrero JD
PLI Practice LEader and CEO, Marsh Argentina
Closing General Session with Keynote by General Colin L. Powell, USA (Ret.)

General Colin L. Powell, USA (Ret.) became the 65th Secretary of State on January 20, 2001. Before becoming Secretary of State, Colin Powell served as a key aide to the Secretary of Defense and as National Security Advisor to President Reagan. He also served 35 years in the United States Army, rising to the rank of Four-Star General and serving as Chairman of the Joint Chiefs of Staff (1989 – 1993). Since returning to private life, General Powell has become a strategic limited partner at Kleiner Perkins Caufield & Byers, the renowned Silicon Valley venture capital firm. He is also on the Board of Directors of Revolution Health Group, a company developing strategies for consumer-directed health care. Powell is the Founder of the Colin Powell Policy Center at his alma mater, the City College of New York, and he is helping to raise funds for the Martin Luther King, Jr. Memorial in Washington, DC, and for the construction of an education center for the Vietnam Veterans Memorial. General Powell is also the author of his best-selling autobiography, My American Journey.

11:00 AM - 12:45 PM
 
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