2014 PLUS Conference
The PLUS Conference
November 05, 2014 - November 07, 2014
Wednesday, November 05, 2014
Registration Fees
Price Description | Amount |
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Non-Member Late Registration | $1250.00 |
Member Late Registration | $1025.00 |
Available Functions
Wednesday - November 05 | ||
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10:00 am - 11:00 am | ||
Networking Unplugged presented by Thom Singer All business is personal, but it takes time to establish meaningful connections. If you are not top of mind, then your competition gets the call for the next piece of business. Networking can be the key to your success, yet many of us feel awkward walking into a room full of strangers, or don’t know how to follow up with the people we meet after networking events. The quest for more productivity pushes us to increasingly use digital and social media tools to interact with others. But are really better connected? While social media tools are great, they can remove the personal side of engaging with others. In our social media crazy world we often forget that long-term and mutually beneficial business relationships are about more than a "like", a "link", a "share" or a "follow". Thom Singer will share proven methods to help maximize our business relationships, create a personal brand, and improve our networking efforts. |
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11:30 am - 12:30 pm | ||
Making the Most of First Impressions: Body Language Skills and Insights for the First Five Minutes presented by Patti Wood You’re meeting someone for the first time, interacting with prospect, talking to someone on the phone, dealing with a new or long time client. In each of these situations, you are forming a SNAP impression that determines how you’ll interact with that person in that particular situation and what they think of you! How do you make your customer/client feel safe within the first 1/300th of a second? In this high energy, interactive program, you’ll learn to accurately assess others. You will learn new techniques to improve your ability to establish rapport using the five foundation principals of body language. Patti Wood will show the audience how to encourage acceptance and agreement of your ideas through one simple movement. Learn the one mistake that people typically make when trying to read body language - and how it can sabotage your work interactions and personal relationships. It’s not just about visual body language; controlling the power of your voice and pacing allows for more productive phone calls, too. This session is for anyone who wants to become more knowledgeable about how body language indicates what you are really thinking and feeling. |
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1:30 pm - 2:30 pm | ||
Women's Leadership Network: Unleash Your Potential presented by Molly Fletcher Special things happen when we can tap into our potential, but oftentimes it takes a crisis to create change. How can we create transformational change in the absence of crisis and be our best every single day? Molly Fletcher shares stories from her own experiences as one of the only female sports agents in the industry, as well as lessons from some of the top athletes and coaches in the game. She outlines the 5-step process to shift behavior and become more intentional about the way we live and do business. |
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3:00 pm - 4:45 pm | ||
Opening General Session Featuring Jay Leno Acclaimed TV late night show host, admired stand-up comedian, best-selling children’s book author, much-in-demand corporate speaker, lovable TV and movie voice-over artist, pioneering car builder and mechanic, and philanthropist…it’s no wonder that Jay Leno has always been widely characterized as “the hardest working man in show business.” Jay Leno’s late night television ratings domination included more than two decades of “The Tonight Show with Jay Leno,” winning every consecutive quarter of his hosting over the past 19 years. After resuming hosting the 11:35 PM program following a one-time brief interruption of these duties, Jay once again took the show to the top, leading all of the ensuing quarters handily for another three years. Under his helm, the show was honored by the Television Academy with an Emmy for “Outstanding Comedy, Variety or Music Series.” “The Tonight Show” has also taken home the trophy for “Favorite Late Night Show” in the annual TV Guide Awards determined by voting viewers, and Jay was recently installed in the Television Academy's Broadcast Hall of Fame. |
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6:30 pm - 8:30 pm | ||
Opening Night Reception |
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Thursday - November 06 | ||
7:30 am - 8:30 am | ||
Attendee Breakfast |
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8:30 am - 9:30 am | ||
Concurrent Session 1A - ACA Professional Liability Exposures - Not Just Medical PL Divergent views of ACA & healthcare exchanges have created new exposures for employers- D&O, Fiduciary, & EPL- & insurance professionals. The presenters will discuss how to mitigate these newly created risks and potential solutions for insurance advisors & their clients. |
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Concurrent Session 1B - The First 72 Hours: Anatomy of a Breach Response Attorneys, claims professionals and a client who has been involved in a significant breach will guild the audience through what happens in the event of a data breach, especially the initial critical hours. |
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Concurrent Session 1C - Underwriters Under Fire: Increasingly on the Hot Seat Underwriters are being drawn into coverage & bad faith litigation & may play an integral part in that process. Panelists will discuss a myriad of difficult claims issues & how they impact underwriters. The discussion will encompass how these issues can affect a wide array of PLI exposures. |
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10:00 am - 11:15 am | ||
Concurrent Session 2A - Cyber Security and Data Breaches: The Big New Exposure for D&O? A high-level overview of the harm that cyber attacks & data breaches can cause, the types of industries or companies at higher risk, and the D&O exposures emanating from these risks. They will discuss ways to mitigate these risks & issues of concern for D&O underwriters. |
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Concurrent Session 2B - What's New for Accountants and Lawyers PLI? A broker, claims professional & underwriting experts will discuss current exposures for both accountants & lawyers,. They will discuss things such as the impact of ethics training/violations on claims, and how to underwrite these exposures & effectively handle and defend these professionals. |
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Concurrent Session 2C - Legalized Marijuana: Will the PL Insurance Industry Inhale? Underwriters, brokers & attorneys will provide an overview of how the business of legalized marijuana production, supply & sales is evolving. They will specifically address how this legal use can affect a variety of PLI exposures, including employment practices liability, & how that can impact underwriting risks in those locales. |
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11:30 am - 1:45 pm | ||
Luncheon & Keynote Address "Science as a Way of Knowing" with Neil deGrasse Tyson, Physicist, Author, Host of Cosmos Neil deGrasse Tyson was born and raised in New York City where he was educated in the public schools clear through his graduation from the Bronx High School of Science. Tyson went on to earn his BA in Physics from Harvard and his PhD in Astrophysics from Columbia. Tyson's professional research interests are broad, but include star formation, exploding stars, dwarf galaxies, and the structure of our Milky Way. Two of Tyson's recent books are the playful and informative Death By Black Hole and Other Cosmic Quandaries, which was a New York Times bestseller, and The Pluto Files: The Rise and Fall of America's Favorite Planet, chronicling his experience at the center of the controversy over Pluto's planetary status. The PBS/NOVA documentary "The Pluto Files", based on the book, premiered in March 2010. For five seasons, beginning in the fall of 2006, Tyson appeared as the on-camera host of PBS-NOVA's spinoff program NOVA ScienceNOW, which is an accessible look at the frontier of all the science that shapes the understanding of our place in the universe. In February 2012, Tyson released his tenth book, containing every thought he has ever had on the past, present, and future of space exploration: Space Chronicles: Facing the Ultimate Frontier. Currently, Tyson is working on a 21st century reboot of Carl Sagan's landmark television series COSMOS, which began airing 13 episodes on the FOX network in the spring of 2014. Tyson is the first occupant of the Frederick P. Rose Directorship of the Hayden Planetarium. Tyson lives in New York City with his wife and two children. |
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2:00 pm - 3:00 pm | ||
Concurrent Session 3A - The Future of Securities Class Actions, Post Halliburton An open discussion with experts involved in securities class action litigation to discuss how how these actions and derivative actions will evolve, post-Haliburton. Will include plaintiff & defense counsel, an academic, etc. |
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Concurrent Session 3B - PLI Exposures for Financial Services Intermediaries Agents/brokers, stockbrokers, broker-dealers & financial advisors provide varying levels of service & can be held to different standards of care. Those dealing in alternative investments, in particular, face increased exposures. Panelists will discuss underwriting these exposures & effectively defending these financial advisors. |
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Concurrent Session 3C - Multi-Claimant "Batch" Litigation - A Spike in Frequency? Multi-claimant "batch" litigation has been on the rise, not only in MedPL, but in various lines of E&O coverage. Underwriters, claims counsel, & reinsurers will discuss current trends and effective ways to underwrite for these exposures and address claims that do arise. |
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3:30 pm - 4:30 pm | ||
Concurrent Session 4A - ERISA at 40: Fiduciary Liability Forecast Key players involved in defending, insuring & resolving ERISA litigation will discuss the changng nature of fiduciary risks & ERISA litigation. They will review recent rulings, the availability of equitable remedies, class certifications & how the insurance product has evolved. |
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Concurrent Session 4B - Cyber Speed Debates 2.0 A reprise of last year's popular cyber speed debates, this will include fast-paced debates between underwriters, consultants, and coverage attorneys, addressing current & emerging privacy & data security exposures and issues. |
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Concurrent Session 4C - Top Ten Tips for Design Professionals Design professionals are subject to heightened professional liability exposures for a variety of reasons. This multi-disciplinary group will present a "Letterman-style" list of Top 10 tips to transfer risk & draft appropriate contract language. |
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Friday - November 07 | ||
7:45 am - 8:45 am | ||
Attendee Breakfast |
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8:45 am - 9:45 am | ||
Concurrent Session 5A - Unusual, Extraordinary and Emerging EPLI Issues Defense & plaintiff counsel, and company claims & underwriting executives, will discuss the exposures, underwriting considerations, & risk mgt. strategies for unusual, extraordinary & emerging EPL issues. |
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Concurrent Session 5B - Privacy and Data Security Across the Globe Underwriters, brokers & attorneys handling these risks in all corners of the globe will address the current privacy & data security legal landscape. Participants will have expertise in UK/Europe, Asia/Pacific and other locales around the globe. |
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Concurrent Session 5C - Red Flags: How Qualitative Factors Can Help Assess Management Integrity A multi-disciplinary group (underwriter, regulator, data analyst, journalist & auditor) will discuss whether non-quantitative events can provide insights into management's reliability. These insights on how to better assess management integrity & quality can help underwriters from all disciplines identify red flags to help with risk assessment. |
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10:15 am - 11:30 am | ||
Delivering Happiness: How to Create a Better Company Culture featuring Jenn Lim, CEO & Chief Happiness Officer, Delivering Happiness / Zappos Experience the story of Delivering Happiness and how Jenn Lim (alongside CEO of Zappos, Tony Hsieh) helped build a values-based company culture and an enduring brand through WOW customer service at Zappos.com, an online shoe & clothing entity currently based in Las Vegas. Jenn will help you understand the benefits of using ‘happiness as a business model’ and talk about how this model can be applied to your environment to improve your company culture. Many of us work with several generations and the workforce is more diverse than ever before, so how does this play a role in your current culture? Increase your productivity and profitability by learning about happiness. Passion + Purpose can inspire and create happier companies, communities and cities. Come and be inspired to inspire. Jenn will discuss the science of happiness and how to pursue your passion to live a purposeful life both at the office and at home. |
Speakers
Name | Organization | Speaking At |
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Andre Basile (PANELIST)
Andre Basile is currently Senior Vice President and Chief Underwriting Officer for Executive & Professional Lines at Berkshire Hathaway Specialty Insurance. Prior to joining Berkshire Hathaway in August 2014, Andre worked for AIG for 21 years in New York, Boston and London.
Most recently he was Senior Vice President and Chief Operating Officer of AIG Financial Lines for EMEA. Andre held a succession of underwriting and management roles at AIG including Financial Lines Underwriting Manager for AIG Europe, Head of Commercial D&O for UK & Ireland and Senior Vice President of US National Accounts Commercial D&O for the East Coast region.
Andre is a summa cum laude graduate of the FW Olin School of Business at Babson College with a Master of Business Administration.
Andre lives in Boston with his wife and three children.
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Berkshire Hathaway Specialty Insurance | Concurrent Session 1C - Underwriters Under Fire: Increasingly on the Hot Seat |
Brian Branner (PANELIST)
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As Executive Vice President of RiskAnalytics, LCC, Brian leads all risk mitigation and risk transfer related business activities, including but not limited to business development, carrier and brokerage negotiation and information security solutions.
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Brian began his risk management career in 1998 working for the largest privately held global insurance brokerage, specializing in the Executive Liability and Professional Liability insurance space where he helped build the framework for a globally recognized practice group. As “cyber” liability and information security issues grew, Brian focused his attention on data security risks and their relationship with the true financial exposure. Brian is a published author on several information risk topics and continues to work closely with the risk management and risk transfer communities to evolve the scope of risk management services available for the information risk exposure.
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RiskAnalytics provides the most cost-effective, defense-in-depth governance, risk management and compliance (GRC) solutions available today. With thousands of clients using RiskAnalytics’ products and services to manage billions in insurance premiums, RiskAnalytics has been helping organizations simplify risk management and regulatory compliance for more than a decade.
</p>
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RiskAnalytics, LLC | Concurrent Session 4B - Cyber Speed Debates 2.0 |
Carrie Huff (PANELIST)
<p>
Carrie Huff, a partner at Haynes and Boone, LLP in Dallas, Texas, has practiced more than 25 years in commercial litigation with an emphasis in securities and shareholder litigation, class actions, fiduciary disputes and professional ethics/liability of attorneys. Carrie frequently defends corporations and their officers and directors in shareholder derivative suits and securities class actions. She also has extensive experience defending class actions involving a variety of claims such as alleged breach of contract,
negligence and statutory violations. In addition, Carrie has defended trustees against claims alleging breach of fiduciary duties and other claims of trust mismanagement. She also has represented attorneys and law firms in malpractice suits and disqualification proceedings. Her practice also includes advising outside and in-house counsel regarding ethical issues such as conflicts of interest, attorney-client privilege and the unauthorized practice of law. She serves as the assistant general counsel of her firm.
</p>
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Haynes and Boone, LLP | Concurrent Session 3A - The Future of Securities Class Actions, Post Halliburton |
Charles Jackson (PANELIST)
<p>
Charles C. Jackson is a partner in Morgan Lewis's Labor and Employment Practice. Mr. Jackson is co-chair of the LEPG's Employee Benefits Litigation Practice.
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Mr. Jackson represents plan sponsors, employers, service providers and insurers in complex employee benefits (ERISA and church plan) litigation, particularly class actions. He has tried numerous jury and other cases to verdict, including ERISA class actions. He also has handled dozens of cases before federal and state appellate courts and has served as counsel in significant labor, employment, and ERISA cases before the U.S. Supreme Court.
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Mr. Jackson is a member of the board of directors of Cabrini Green Legal Aid, which provides legal services to Chicago's poorest citizens. He has served CGLA in various capacities throughout his legal career.
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Mr. Jackson is a fellow of The College of Labor & Employment Lawyers. He received his law degree from Northwestern and undergraduate degree from Bethel College.
</p>
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Morgan, Lewis & Bockius LLP | Concurrent Session 4A - ERISA at 40: Fiduciary Liability Forecast |
Chris Williams (MODERATOR)
<p>
Christopher Williams is the Employment Practices Liability Product Manager for Travelers. When Christopher joined Travelers in 1999, he worked in the home office as a claim manager on fiduciary, employment practices, directors and officers and miscellaneous professional liability claims. He was subsequently promoted to manage those claims for privately held companies and non-profit organizations on a countrywide basis. In that role, he managed a claim staff, implemented claim handling strategies, consulted on underwriting issues, and was involved in policy drafting. In 2013, Christopher transitioned to the Fiduciary Liability Product Manager role. He subsequently became the Employment Practices Liability Product manager, where he is responsible for the employment practices underwriting strategy, marketing, training, and consultation on complex EPL accounts. Christopher has spoken at industry conferences such as PLUS, RIMS and URMIA. Prior to his insurance experience, he worked as a social worker in Springfield, Massachusetts.
</p>
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Travelers | Concurrent Session 1A - ACA Professional Liability Exposures - Not Just Medical PL |
Darren Robbins (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Darren Robbins is a founding partner of Robbins Geller Rudman & Dowd LLP. Over the last two decades, he has served as lead counsel in more than 100 securities class actions and has recovered billions of dollars for injured shareholders.<br/><br/>
Darren has obtained significant recoveries in a number of actions arising out of wrongdoing related to the issuance of residential mortgage-backed securities, including the case against Goldman Sachs ($272 million recovery). Darren also served as co-lead counsel in connection with a $627 million recovery for investors in <em>In re Wachovia Preferred Securities & Bond/Notes Litig.</em>, one of the largest credit-crisis settlements involving Securities Act claims. Darren also recently served as lead counsel in <em>Schuh v. HCA Holdings, Inc.</em>, which resulted in a $215 million recovery for shareholders.<br/><br/>
One of the hallmarks of Darren’s practice has been his focus on corporate governance reform. In <em>UnitedHealth</em>, a securities fraud class action arising out of an options backdating scandal, Darren represented lead plaintiff CalPERS and was able to obtain the cancellation of more than 3.6 million stock options held by the company’s former CEO and secure a record $925 million cash recovery for shareholders. Darren also negotiated sweeping corporate governance reforms, including the election of a shareholder-nominated director to the company’s board of directors, a mandatory holding period for shares acquired via option exercise, and compensation reforms that tied executive pay to performance. Recently, Darren led a shareholder derivative action brought by several pension funds on behalf of Community Health Systems, Inc. The case yielded a $60 million payment to Community Health, as well as corporate governance reforms that included two shareholder-nominated directors, the creation and appointment of a Healthcare Law Compliance Coordinator, the implementation of an executive compensation clawback in the event of a restatement, the establishment of an insider trading controls committee, and the adoption of a political expenditure disclosure policy.<br/><br/>
Darren was named <em>California Lawyer</em> Attorney of the Year and has been recognized as one of the nation’s top securities litigators by numerous organizations and publications. He has been named one of the Top 100 Lawyers Shaping the Future by the <em>Daily Journal</em> and one of the Young Litigators 45 and Under by <em>The American Lawyer. The American Lawyer</em> commended him for helping “set the pace for [his] peers,” and <em>Chambers USA</em> called him “a prominent figure in the field of securities litigation” and “one of the leaders of the plaintiff Bar.” Additionally, Darren has been named a Benchmark California Star, a Local Litigation Star, and a State Litigation Star by <em>Benchmark Litigation</em>, and has been named a Leading Plaintiff Financial Lawyer by <em>Lawdragon</em>.<br/><br/>
Darren is a frequent speaker at conferences and seminars around the world on securities litigation and corporate governance reform. He advises institutional investors in the United States, the United Kingdom, Canada, the Middle East, Asia, and the European Union.<br/><br/>
Darren was awarded Bachelor of Science and Master of Arts degrees in Economics from the University of Southern California, and received his Juris Doctor degree from Vanderbilt Law School.
</p>
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Robbins Geller Rudman & Dowd LLP | Concurrent Session 3A - The Future of Securities Class Actions, Post Halliburton |
David Topol (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
David represents professional liability and general liability insurers in coverage matters before state and federal courts across the country. Chambers USA regularly rates David in its top-tier of Washington, DC insurance attorneys, calling him a “great strategist and negotiator,” noting he is a “very practical lawyer, who focuses on getting a good result” (2016) and is “very easy to work with, very responsive and experienced, and knowledgeable of the topic and people” (2017).<br/><br/>
<strong>Representative Experience</strong><br/>
Serves as coverage and monitoring counsel in connection with a variety of professional liability policies, including directors and officers liability, banking, mutual fund, investment adviser, and fidelity bond policies.<br/><br/>
Represents insurers' interests in connection with resolution of complex securities claims through litigation and alternative dispute resolution procedures.<br/><br/>
Counsel insurers on coverage issues and handling general liability claims.
Represents and advises insurers with respect to coverage issues arising from policyholder bankruptcy and claims asserted on behalf of bankrupt estates.<br/><br/>
<strong>Professional Experience</strong><br/>
Management Consultant, McKinsey & Company (2001-2002). Provided strategic counsel to major corporations<br/><br/>
Trial Attorney, U.S. Department of Justice, Environmental Enforcement Section (1997-2001)<br/><br/>
Successfully litigated cases under CERCLA, the Clear Water Act, the Clean Air Act, and other environmental laws
</p>
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Wiley Rein LLP | Concurrent Session 3A - The Future of Securities Class Actions, Post Halliburton |
David Gische (PANELIST)
<p>
For over 30 years, David’s practice has involved insurance coverage and coverage litigation involving directors and officers and professional liability policies. The focus of his practice for directors and officers liability insurers includes corporate, financial institutions, nonprofits, and related areas. During the financial institution crises of the late 1980s and early 1990s, he litigated coverage issues in D&O liability policies with various federal agencies, including the FDIC and the RTC. David also represents professional liability insurers in a number of different areas, including healthcare liability, financial services and insurance brokers and agents. He also represents insurers in handling fiduciary liability claims, insurance fraud cases, and claims under financial institution bonds and commercial crime policies. A recent Chambers review described David as “bright, practical and responsive,” who “has an excellent understanding of coverage issues, and is pragmatic in terms of offering business-savvy solutions.” He was also described as “a wonderful legal negotiator” and an “outstanding litigator.”
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In addition to claims counseling and litigation, David often is asked to assist clients in drafting new policies and bonds in a wide range of areas, including D&O liability policies, employment practices liability policies, fiduciary liability policies, and financial institution bonds and commercial crime policies.
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<strong>Representative Experience </strong>
<ul>
<li>Drafted combined risk policies for leading casualty insurers that combined directors and officers liability, employment liability, fiduciary liability, and fidelity bond coverages under one policy form.</li>
<li>Served as lead trial and appellate counsel in Pennsylvania state court in which court affirmed that prior and pending litigation exclusion was unambiguous and precluded coverage for lawsuit. <em>Universal Teleservices Arizona, LLC v. Zurich American Ins. Co.</em>, 879 A.2d 230 (Pa. Super. 2005). </li>
<li>Served as lead counsel in the first federal appellate court decision upholding the validity and enforceability of the regulatory exclusion in such policies, <em>American Casualty Co. v. FDIC</em>, 944 F.2d 355 (8th Cir. 1991). </li>
<li>Served as lead trial counsel in which jury voided accidental death policy because evidence established insured’s brother murdered insured in order to collect policy proceeds for charities controlled by him. <em>Cerro Gordo Charity v. Fireman’s Fund American Life Ins. Co.</em>, 819 F.2d 1471 (8th Cir. 1987). </li>
</ul>
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<strong>Presentations and Speaking Engagements </strong>
<ul>
<li>Professional Liability Underwriting Society 2006 D&O Symposium, Mediation Issues for Insurers (February 2, 2006). </li>
<li>Preventing Allegations of Bad Faith in Professional Liability Claims, American Conference Institute (December 2004). </li>
<li>New Exposures Under Professional Liability Coverage, American Conference Institute (September 2002). </li>
<li>Pre-Suit Notice Under Claims-Made Policies, ABA Section of Litigation, Insurance Coverage Litigation Committee (March 1999). </li>
<li>Settlement Allocation Under Directors’ and Officers’ Liability Policies: A Return to Basics, ABA Section of Litigation, Insurance Coverage Litigation Committee (March 1995). </li>
</ul>
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<strong>Publications </strong>
<ul>
<li>"D&O Insurance, An Overview: Part 2," <em>Law360</em>, January 19, 2011. </li>
<li>"D&O Insurance, An Overview: Part 1," <em>Law360</em>, January 12, 2011. </li>
<li>The New Wave of Corporate Fiduciary Claims in the Post-Enron Era: An Update (April 1, 2004). </li>
<li>“D&O Liability Insurance in an Environment of Corporate Scandal,” ABA <em>Tort Source</em> (Spring 2003). </li>
<li>“The New Wave of Corporate Fiduciary Claims in the Post-Enron Era,” PLUS <em>Journal</em>, Vol. XV, No. 11 (November 11, 2002). </li>
</ul>
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<strong>Practice Areas</strong>
<ul>
<li>Insurance</li>
<li>Bad Faith</li>
<li>Directors & Officers Insurance</li>
<li>Employment Practices Liability</li>
<li>Professional Liability</li>
</ul>
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<strong>Education</strong>
<ul>
<li>Yale University (J.D., 1978)</li>
<li>Stanford University (M.A., 1974)</li>
<li>Harvard University (A.B., magna cum laude, 1971)</li>
</ul>
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<strong>Work Experience</strong>
<ul>
<li>Partner, Troutman Sanders, LLP, 2009-present</li>
<li>Partner, Ross, Dixon & Bell, LLP, 1985-2008</li>
<li>Managing Partner, Ross, Dixon & Bell, LLP, 2003-2008</li>
<li>Associate, Ross, Dixon & Bell, LLP, 1983-1985</li>
<li>Special Assistant, Mayor of the City of Boston, 1974-1975</li>
</ul>
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<strong>Bar and Court Admissions</strong>
<ul>
<li>District of Columbia, 1978</li>
<li>U.S. District Court for the District of Columbia</li>
<li>U.S. District Court for the District of Maryland</li>
<li>U.S. Court of Appeals for the Third Circuit</li>
<li>U.S. Court of Appeals for the Fourth Circuit</li>
<li>U.S. Court of Appeals for the Fifth Circuit</li>
<li>U.S. Court of Appeals for the Sixth Circuit</li>
<li>U.S. Court of Appeals for the Seventh Circuit</li>
<li>U.S. Court of Appeals for the Eighth Circuit</li>
<li>U.S. Court of Appeals for the Ninth Circuit</li>
<li>U.S. Court of Appeals for the Tenth Circuit</li>
<li>U.S. Court of Appeals for the District of Columbia Circuit</li>
<li>U.S. Supreme Court</li>
<li>District of Columbia Court of Appeals</li>
</ul>
</p>
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Clyde & Co | Concurrent Session 3C - Multi-Claimant "Batch" Litigation - A Spike in Frequency? |
David Rees (PANELIST)
<p>
David has worked in the insurance industry for 11 years. He started off at Willis London on the graduate scheme, as part of the UK Errors and Omissions team. He joined Marsh in 2005 and was part of the London Errors and Omissions team, focusing primarily on the E&O needs of Technology, and Telecom companies along with running the London Intellectual Property insurance team. He designed and was the broker for the E&O placements of large Tech firms from all over the globe, with a strong focus on UK, European and US risks. With cyber cover being a major part of many of the Technology placements his role in the latter years moved towards standalone cyber policies for a range of different industries, again on a global basis.
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He joined R K Harrison in May 2012 and is heading up the newly created Cyber and Technology Solutions practice. The role is placement and advisory on Cyber and Technology E&O policies involving various industries and territories.
</p>
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R K H Specialty | Concurrent Session 5B - Privacy and Data Security Across the Globe |
David Woodcock (PANELIST)
<p>
David Woodcock is the Regional Director of the Securities and Exchange Commission’s Fort Worth Regional Office and Chair of the Enforcement Division’s Financial Reporting and Audit Task Force. As Regional Director, he oversees the enforcement and examination activities in Texas, Oklahoma, Arkansas, and Kansas. Prior to joining the SEC, David was a partner at Vinson & Elkins LLP, specializing in securities litigation, SEC enforcement, and accounting/auditing litigation. Before beginning his legal career, David practiced public accounting for several years at Price Waterhouse LLP and Ernst & Young LLP. He earned his bachelor’s degree in accounting from Louisiana State University and a JD from the University of Texas School of Law. David also served as a law clerk to federal district judge Howell Cobb.
</p>
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Fort Worth Regional Office, US Securities & Exchange Commission | Concurrent Session 5C - Red Flags: How Qualitative Factors Can Help Assess Management Integrity |
Douglas Greene (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Doug Greene leads BakerHostetler’s firmwide Securities and Governance Litigation Team. He has defended public companies and their directors and officers in such matters full time since 1997. He views himself as his clients’ friend and guide-to help them through securities litigation not only successfully, but also with empathy for their fears and frustrations. He works collegially with his clients’ D&O insurers and brokers to tap their strategic insights and to maximize his clients’ economic protections and peace of mind. Doug is the author of D&O Discourse, a blog providing securities litigation opinion from a defense perspective; author of several U.S. Supreme Court amicus briefs; frequent speaker and writer; and advocate for improvement in securities class action defense and economic protections for directors and officers.
</p>
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BakerHostetler | Concurrent Session 2A - Cyber Security and Data Breaches: The Big New Exposure for D&O? |
Elise Klein (PANELIST)
<p>
Elise Klein is the national chair of the Life, Health, Disability and ERISA department at Lewis, Brisbois, Bisgaard & Smith, LLP. She routinely represents health care service plans, medical groups and TPAs in managed care and other benefits litigation. She counsels employers, health insurers and managed care entities in a broad variety of matters, including risk management. She frequently speaks about the Affordable Care Act. Ms. Klein and her partner, Joelle Sharman, are in the process of editing the Lexis Nexis Employee Benefits Guide.
</p>
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Lewis Brisbois Bisgaard & Smith LLP | Concurrent Session 1A - ACA Professional Liability Exposures - Not Just Medical PL |
Fred Flint (PANELIST)
<p>
Fred Flint is a benefits consultant for Insurity Group, a Chattanooga-based full-service insurance agency licensed in 50 states. In this role, Flint provides businesses and individuals with customized health benefit solutions.
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Prior to this role, he served 17 years with BlueCross BlueShield of Tennessee in a variety of leadership roles, serving most recently as the insurer’s risk manager. Flint brings a varied skill set to the health benefits brokerage field, having corporate experience in risk management, strategic planning, marketing and communications.
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He holds a bachelor’s degree in Political Science from the University of Alabama and an MBA from the University of Tennessee at Chattanooga.
</p>
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Insurity Group | Concurrent Session 1B - The First 72 Hours: Anatomy of a Breach Response |
George Glavas (PANELIST)
<p>
George Glavas currently serves as Assistant Vice President for HUB International Northeast, a leading, full-service insurance brokerage, ranked as the 9th largest global brokerage firm. An employee of HUB since 2009, George primary focus is overseeing all the specialty claims and advocating against the carriers on behalf of the insureds. The specialty line of business, include but are not limited to Director & Officers, Employment Practices, Errors & Omissions, Crime, Technology, Cyber-tech and Fiduciary policies. In addition, George oversees HUB’s Nursing Home/Health Facilities claims department based out of Brooklyn NY.
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With over 13 years of experience in the Specialty line of the insurance industry, George has worked on both, the insurance carrier and brokerage side, of the business. His background has provided him with the knowledge and experience to successfully advocate on behalf of insureds.
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Prior to joining HUB International Northeast, George served as general counsel to a technology company specializing in producing innovative software for the construction industry.
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In addition, in the past George has served as Chief Claims Consultant at ACE Westchester’s Specialty Claims overseeing complex D&O and E&O claims. He also has experience working for CNA’s and AIG’s Specialty Claims Departments.
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George received his Bachelors of Science degree from Rutgers University and completed law school at University of Massachusetts School of Law at Dartmouth.
</p>
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HUB International | Concurrent Session 5A - Unusual, Extraordinary and Emerging EPLI Issues |
Greg Ketay (PANELIST)
<p>
Working for Pearl Insurance, a top 50 US broker, for the past 27 years, Greg has managed numerous national and regional professional liability insurance programs, including but not limited to Lawyer's Professional Liability, Accountant's Professional Liability, Realtor's Errors and Omissions, Architect's and Engineer's Professional Liability, and Dental Professional Liability Insurance programs.
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Over the past 27 years, Greg has managed the underwriting of well over $1 billion of Professional Liability insurance premium. He has managed programs through hard markets and soft markets and has seen and experienced numerous changes in underwriting, risk management, and claim trends.
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During his insurance career, Greg has managed all aspects of Professional Liability insurance programs, including but not limited to sales, marketing, underwriting, risk management, policyholder administration, claims, retention, price and rate reviews, reinsurance matters, and distribution stewardship.
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Greg earned his BS in Accounting from Illinois State University. He is a frequent speaker for Professional Association clients on insurance underwriting matters, claim trends and risk management topics and is also a past speaker at the PLUS Conference.
</p>
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Hanover Insurance Group | Concurrent Session 2B - What's New for Accountants and Lawyers PLI? |
Heather Yow (MODERATOR) | Berkley Healthcare | Concurrent Session 5C - Red Flags: How Qualitative Factors Can Help Assess Management Integrity |
Ian Stewart (MODERATOR)
<p>
Ian is the Regional Managing Partner of Wilson Elser’s Los Angeles office. He is founder and co-chair of the firm’s Cannabis and Hemp Law practice, where he leads a national multi-disciplinary team of lawyers who serve all aspects of the cannabis and hemp industries, as well as financial institutions and insurance companies that service those industries.
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Ian has achieved a national reputation as a distinguished cannabis attorney and has been named to the prestigious Chambers USA guide in Cannabis Law (2020-2022). He is a member of the Advisory Board of the International Cannabis Bar Association (INCBA) and participates on the Policy Council of the National Cannabis Industry Association (NCIA). Ian also sits on the Executive Committee of the Los Angeles County Bar Association’s Cannabis Section and is chair emeritus of NCIA’s Risk Management and Insurance Committee. He is one of <em>MG Magazine</em>’s “30 Powerful Cannabis Attorneys You Should Know” and is listed within Cannabis Reports’ “10 Powerful Marijuana Lawyers in California.” Ian has also been named by <em>National Law Review</em> as “Go-To Thought Leader” in 2018 and 2021 for his publications on cannabis law and policy.
</p>
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Wilson Elser | Concurrent Session 2C - Legalized Marijuana: Will the PL Insurance Industry Inhale? |
Jake Kouns (MODERATOR)
<p>
Jake Kouns is the CISO for Risk Based Security that provides vulnerability and data breach intelligence and he also oversees the operations of OSVDB.org and DataLossDB.org. Mr. Kouns has presented at many well-known security conferences including RSA, Black Hat, DEF CON, DerbyCon, CISO Executive Summit, EntNet IEEE GlobeCom, FIRST, CanSecWest, InfoSecWorld, SOURCE and SyScan; and cyber liability forums such as AAMGA events, ACI’s Cyber and Data Risk Insurance, NetDiligence’s Cyber Risk & Privacy Liability Forum and PLUS. He is the co-author of the book Information Technology Risk Management in Enterprise Environments, Wiley, 2010 and The Chief Information Security Officer, IT Governance, 2011. He has briefed the DHS and Pentagon on Cyber Liability Insurance issues and is frequently interviewed as an expert in the security industry by Information Week, eWeek, Forbes, PC World, CSO, CIO and SC Magazine. He holds both a Bachelor of Business Administration and a Master of Business Administration with a concentration in Information Security from James Madison University. In addition, he holds a number of certifications including ISC2's CISSP, and ISACA's CISM, CISA and CGEIT.
</p>
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Markel | Concurrent Session 4B - Cyber Speed Debates 2.0 |
Janet Bashen (PANELIST)
<p> 713-299-3637 b. 713-780-8056
Ms. Bashen is the founder and President of Bashen Corporation ("Bashen"), a human resources consulting firm with a market niche in Equal Employment Opportunity Compliance administration. Bashen represents clients before the EEOC and state and local agencies. Founded in 1994, Ms. Bashen and her staff collectively have investigated nearly 100,000 EEO/EPL claims/charges for federal agencies, Fortune 500 companies, insurance carriers and numerous other entities.
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In 2001, Ms. Bashen determined that an internet software application was required to add efficiencies to the antiquated paper process used by organizations at the time. The solution, LinkLine, a web-based EEO claims management and tracking reporting system. Five years later in 2006, Ms. Bashen entered into an elite group of African American inventors when she was awarded a patent for LinkLine, U.S. Patent No. 6,985,922 B1.
Ms. Bashen is an award-winning entrepreneur. Her awards include the Ebony 100, Inc. 500, Diversity Inc. Top 500 (six consecutive years), Black Inventors Hall of Fame, and Recipient of the Robert R. Taylor Network at MIT for LinkLine, noe Nalika (the World Festival of Black Arts and Culture in Dakar, Senegal). Ms. Bashen recently was appointed to the Harvard University Women’s Leadership Board. Janet is a graduate of Tulane Law School with a Master of Labor and Employment Law. She will complete her doctorate in the Fall of 2022 in Social Work focusing on ending racism/ equal employment.
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Bashen Corporation | Concurrent Session 5A - Unusual, Extraordinary and Emerging EPLI Issues |
Jeffrey Neidle (PANELIST)
Jeffrey R. Neidle, Esq. - Assistant Vice President, Professional Liability, at AIG where he manages a group handing severity Architects & Engineers, Managed Care, Accountants, Realtors, EPL and D&O matters. Mr. Neidle leverages over 25 years’ experience as both private counsel and an insurance executive. Formerly, Mr. Neidle served as Vice President of Professional Liability Claims at the OneBeacon Group of Insurance Companies where he was responsible for Architects & Engineers, Contractors, Lawyers, Realtors, Insurance Agents and Cyber Products. Mr. Neidle has also held leadership positions at CNA, Chubb and The Hartford where he was responsible for a range of professional liability, management liability and Directors and Officers claims. Prior to joining Chubb, he was in private practice in both Connecticut and Michigan where he specialized in civil litigation including employment defense, professional liability defense, coverage litigation and school law. He received his Juris Doctor from Northeastern University School of Law in Boston, MA, a Master's Degree from Trinity College in Hartford, CT and his Bachelor of Arts degree, with honors, from The University of Connecticut. He is also an adjunct professor at the University of Connecticut School of Law.
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Selective Insurance | Concurrent Session 4C - Top Ten Tips for Design Professionals |
Jeffrey Lattmann (PANELIST)
<p>
Jeff is widely known in the industry for his knowledge and expertise with Executive Liability products. Jeff’s responsibilities include consultative solution design and implementation for Executive Liability risks. Jeff has over 28 years of experience in both underwriting and brokerage in these lines of insurance. Jeff’s intimate knowledge of the marketplace and executive liability exposures helps to identify how a company’s risks should be treated.
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Jeff is the head of the practice and responsible for leading a group of professionals in designing and negotiating Directors & Officers Liability, Cyber, Professional Liability including E&O, Employment Practices Liability, Fiduciary Liability, Crime and other related Executive Liability insurance lines. Jeff has worked extensively on Fortune 1000 and complex Executive Liability risks, and previously led the U.S. operations for Marsh FINPRO placement. Prior to Marsh, Jeff was a regional manager for National Union Fire Insurance Company, a member company of AIG.
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Jeff was previously the President-Elect, Immediate Past President, Vice President, Secretary-Treasurer, and had been on the Board of Trustees of the Professional Liability Underwriting Society (PLUS) since 2006. Jeff was also the Co-Chair of the PLUS D&O Symposium, which is the largest and most advanced D&O educational venue in the world. Jeff sits on the AIG NY Advisory Board and was previously on the ACE Bermuda Advisory Board. Jeff was recently elected to the Board of Directors of Minority Business Development Institute (MBDI), a non-profit entity which offers comprehensive education and advisory services that outline a road map for the growth and success of minority, veteran and women contractors.
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Jeff’s dedication to educating the industry is very well known. Jeff is a frequent speaker across many mediums, from on stage to webinars to video, on Executive Liability products. Jeff holds a B.S. degree in Business Management and Productions/Operations Management from University of Scranton.
</p>
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BEECHER CARLSON | Concurrent Session 2A - Cyber Security and Data Breaches: The Big New Exposure for D&O? |
Jeremy Henley (PANELIST)
<p>
Jeremy Henley is the director of breach services and an insurance solutions executive for <a href="http://www2.idexpertscorp.com/" target="_blank">ID Experts</a>, the leader in comprehensive data breach solutions that deliver the most positive outcomes.
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Henley has direct oversight for all breach incident management services. He has been certified by the Healthcare Compliance Association for Healthcare Privacy and Compliance and brings more than a dozen years of sales, consulting and leadership experience to the ID Experts team. He is responsible for establishing and maintaining relationships with insurance carriers offering cyber and privacy liability coverage and works with insurance brokers and risk managers to minimize the risks of breach. When incidents do occur Henley and his team can manage the claims process from beginning to end.
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Henley plays an instrumental role in driving innovation in products and services that meet the needs of cyber insurance carriers, attorneys, brokers, and their clients. For the past five years, Henley has managed ID Experts activities and engagements with cyber insurers and their breach coaches, leading to the development of the <a href="http://www2.idexpertscorp.com/data-breach-solutions/cyber-insurance/virtual-privacy-expert/" target="_blank">Virtual Privacy Expert™,</a> a one-stop resource to equip cyber insurance carriers with tools and information to proactively minimize cyber risks for their insureds.
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Jeremy regularly speaks at national conferences on the topics of privacy and security preparedness and data breach response best practices. Prior to his insurance-focused role with ID Experts, Henley was territory sales manager responsible for the Southwest portion of the US. Henley received his Bachelor of Arts in Business Administration-Marketing at Washington State University.
</p>
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ID Experts | Concurrent Session 1B - The First 72 Hours: Anatomy of a Breach Response |
Johannes Kingma (MODERATOR)
<p>
Joe graduated from the University of Pennsylvania Law School and Grinnell College, where he played basketball. He is a partner at Carlock, Copeland & Stair in Atlanta, where he is chair of the Commercial Litigation Practice Group and a current and founding member of the Management Committee. Joe has been named a Georgia Super Lawyer for the last ten years, and he has also been named one of the Top 100 Lawyers in the State for the last four years. He has been listed by Best Lawyers for Attorney Malpractice Defense since 2009, and he has defended hundreds of accountants and lawyers in all sorts of cases. He is a founding board member of the Professional Liability Section of the State Bar, and has been Chair of the American Bar Association’s TIPS Professionals, Officers & Directors Liability Committee.
</p>
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Stites & Harbison, PLLC | Concurrent Session 2B - What's New for Accountants and Lawyers PLI? |
John Hughes (PANELIST)
<p>
John Hughes practices business litigation and has extensive trial and appellate experience in courts throughout the country. He assists liability insurers with complex claims and coverage matters. He also represents insurers in coverage and bad faith litigation in state and federal courts. Many of his engagements have concerned financial institutions, particularly banks, investment advisers, mutual funds, venture capital funds, and insurance and securities brokers. These cases have involved claims under ERISA, the Investment Company and Investment Advisers Acts of 1940, federal and state securities laws and state law on negligence and breach of fiduciary duty.
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In addition, John represents property and casualty insurers with respect to large exposure, complex claims. These have involved the successful resolution of allocation, aggregation and equitable contribution issues.
John has been named a “New England Super Lawyer” and a “Massachusetts Super Lawyer” by Law & Politics magazine in 2007, 2008, 2009, 2011 and 2014.
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<strong>Notable Experience</strong>
<ul>
<li>John is actively involved in the representation of liability insurers in coverage litigation throughout the country in state and federal courts, including bankruptcy courts.</li>
<li>He has represented investment advisers in fee dispute litigation under the Investment Advisors Act of 1940 and state law.</li>
<li>John litigates accounting malpractice cases, including both audit and tax preparation services, in stat trial and appellate courts throughout the country.</li>
<li>He continues to represent employers in employment discrimination cases in state and federal courts throughout the country.</li>
</ul>
</p>
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Locke Lord LLP | Concurrent Session 1C - Underwriters Under Fire: Increasingly on the Hot Seat |
John Kristiansen (PANELIST)
<p>
Brian Kristiansen is a Senior Vice President and the manager of Arch Insurance Group's Executive Assurance and Healthcare Claims Department. Prior to joining Arch in 2012, Brian was a Vice President with AXIS Capital where he was responsible for primary D&O and E&O claims and the management of the professional liability claims team. Prior to AXIS, Brian was a deputy manager of Chubb's specialty claim department with worldwide responsibility for D&O, FI E&O, fiduciary and EPL claims and shared responsibility for the administrative oversight of the department. Earlier in his Chubb career, Brian held both managerial and technical roles of increasing responsibility. Brian began his insurance career as an associate attorney with the New York City law firm of D'Amato & Lynch where he represented insurance carriers in connection with management liability coverages. Brian received his BA from the University of Notre Dame and his JD from New York Law School. Brian is a member of the American Bar Association and of the Professional Liability Underwriting Society.
</p>
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Arch Insurance Group | Concurrent Session 1C - Underwriters Under Fire: Increasingly on the Hot Seat |
John Black (MODERATOR)
John has extensive experience in insurance law, regularly advising insurers on liability and insurance issues concerning professional and directors' and officers' liability, transactional liability, privacy and cybersecurity and media liability. He frequently assists insurers in drafting insurance policies including director and officer liability, professional libility and cyber and technology liability insurance.
John speaks and writes frequently on legal and insurance issues involving privacy and information security. John co-authored the chapter on information security in the Revised Internet Law for the Business Lawyer (2d ed. 2012)(ABA), and RFID, Near Field Communications and Mobile Payments - A Guide for Lawyers (2013)(ABA). He recently co-authored the insurance chapter for the recent ABA book, The Directors' Technology Handbook. John is a member of the IAPP, holding a CIPP/US certification, and is co-chair of the ABA Cyber insurance subcommittee within the Cyberspace Law Committee. Since 2019 he has regularly presented at Plus Cyber University on issues of silent cyber.
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Skarzynski Marick & Black LLP | Concurrent Session 2A - Cyber Security and Data Breaches: The Big New Exposure for D&O? |
John O'Byrne (MODERATOR)
<p>
John has over 20 years of legal experience, advising insurers and reinsurers on various claims and coverage issues. Following graduation from the Fordham University School of Law in 1991, John was employed by Mendes & Mount, LLP, and became an Equity Partner in 2005. He has extensive experience in the healthcare liability sector, and has capably represented clients in the London, U.S., Bermuda and German insurance markets. John has particular expertise in evaluating healthcare liabilities and advising on claims management practices at both large and small liability insurance companies. He has been retained on numerous occasions to evaluate and counsel claims managers on the most effect claims management protocols and procedures. He has also been retained by insurers and self-insured entities to evaluate existing claims portfolios. John has been retained by primary and excess insurers to obtain the best possible outcome for serious healthcare cases pending across the country. During his representation of insurers and reinsurers, John has reviewed and evaluated thousands of healthcare claims in numerous jurisdictions, giving him a unique perspective on claim values and strategies. For over 20 years, John has conducted annual claim reviews at numerous physician insurance companies on behalf of their reinsurers, as well as evaluating hospital liability programs on behalf of their excess insurers and reinsurers. In this regard, he has provided valued insight to the benefit of both the reinsurer and the company being reviewed. John has also acted as the moderator of the claims panel at the annual P.L.U.S. Medical Professional Liability Symposium in 2007, 2008 and 2012. He has also recently given a presentation on healthcare liability trends to many of his London-based clients. In addition to his work in the healthcare field, John has also represented clients with respect to general liability, transportation liability and workers compensation issues. He has also evaluated complex coverage issues. John is married and has four children.
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O'Byrne Law Firm, LLC | Concurrent Session 3C - Multi-Claimant "Batch" Litigation - A Spike in Frequency? |
Joseph Tabacco (PANELIST)
<p>
Joseph Tabacco, the founder of Berman DeValerio’s San Francisco office, brings almost forty years of experience litigating antitrust, securities fraud, commercial high tech and intellectual property matters. Mr. Tabacco is a primary point of contact for many of Berman DeValerio’s institutional clients, including the California State Teachers’ Retirement System, the California Public Employees’ Retirement System and the Offices of the Attorneys Generals and Public Pension Systems of Michigan, Wyoming, Utah and other states.
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Since entering private practice in the early 1980s, Mr. Tabacco has served as trial or lead counsel in numerous antitrust and securities cases. Prior to 1981, Mr. Tabacco served as senior trial attorney for the U.S. Department of Justice, Antitrust Division, in both the Central District of California and the Southern District of New York.
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Since 2008, Mr. Tabacco has served as an independent member of the Board of Directors of Overstock.com, a publicly traded internet retailer. He is Chair of the Board’s Corporate Governance Committee and also serves as a member of the Board’s Audit and Compensation Committees. He also frequently lectures and authors articles on securities and antitrust law issues and is a member of the Advisory Board of the Institute for Consumer Antitrust Studies at Loyola University Chicago School of Law and the American Antitrust Institute. He received his J.D. degree with honors in 1974 from the George Washington University School of Law, and is admitted to the California, New York, Massachusetts and D.C. Bars.
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Berman Tabacco | Concurrent Session 3A - The Future of Securities Class Actions, Post Halliburton |
Joshua Stein (PANELIST)
<p>
Joshua Stein is the President of U.S. Healthcare for IronHealth, the healthcare liability unit of Ironshore Holdings (US) Inc. Prior to his current role, he was the Chief Underwriting Officer of IronHealth, and prior to joining IronHealth, Josh was Chief Underwriting Officer of OneBeacon Professional Partners (OBPP) in Avon, Connecticut. Prior to joining OBPP, Josh was Vice President, Reinsurance, for Chubb Specialty Insurance in Simsbury, Connecticut. Josh had been lead underwriters’ counsel and Director of Reinsurance for Executive Risk Management Associates, which was acquired by Chubb in the summer of 1999. Prior to joining Executive Risk, Josh was a senior corporate associate at the law firm of Brenner, Saltzman, Wallman & Goldman, in New Haven, Connecticut. Josh received his J.D., with honors, in 1989 from the University of Connecticut School of Law, and received a B.A. in History from Yale University in 1982.
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IronHealth is the healthcare liability unit of Ironshore Holdings (US) Inc., which in turn is a subsidiary of Ironshore, Inc., a Cayman Islands company formed in 2006 to provide property and casualty insurance on a global basis. Ironshore provides broker-sourced specialty commercial property and casualty coverages for risks located throughout the world. Ironshore has an A.M. Best rating of “A” (Excellent).
</p>
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Ironshore | Concurrent Session 3C - Multi-Claimant "Batch" Litigation - A Spike in Frequency? |
Judy Cannella Schott (PANELIST)
<p>
Judy Schott has served in a variety of capacities at Gilsbar since joining the company in 1995. As vice president, she oversees the property and casualty division of Gilsbar as well as operations for the health and life division. Her tenure at Gilsbar has included managing sales and underwriting of property and casualty products, corporate compliance, licensing, training, and HIPAA Privacy. Her insurance industry experience began as a Professional Liability Loss Prevention Counsel for the Louisiana State Bar Association. Prior to joining Gilsbar, she practiced law in New Orleans for 10 years. She has lectured widely and published articles on a variety of topics including HIPAA Privacy, professional liability, and risk management. She received her Bachelor of Science degree in Accounting from the University of New Orleans and graduated from Loyola University School of Law.
</p>
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Gilsbar Specialty Insurance Services LLC | Concurrent Session 2B - What's New for Accountants and Lawyers PLI? |
Katherine Keefe (MODERATOR)
<p>
Katherine leads Beazley's Breach Response Services (BBR Services). Beazley, a London-based specialty lines insurer, underwrites market-leading response-oriented cyber insurance coverage for thousands of companies in all industry sectors throughout the U.S. and internationally. As Global Focus Group Leader for BBR Services, Katherine directs the management of breach incidents and oversees Beazley's risk management resources designed to minimize the occurrence and impacts of data breaches. Katherine has extensive experience in data privacy and security issues and the regulatory and operational challenges of data breaches. Katherine, a long-standing AHLA member, was previously a partner in several law firms, including Reed Smith LLP, and served in general counsel roles within managed care organizations, including the Philadelphia-based Blue Cross company.
</p>
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Beazley Group | Concurrent Session 1B - The First 72 Hours: Anatomy of a Breach Response |
Kathleen Lyons (PANELIST)
<p>
Kathleen Lyons is VP in the Property Casualty Business Management Unit at Swiss Reinsurance Holding Corporation. She manages wide variety of claims including medical malpractice, workers compensation & D&O under the reinsurance umbrella of the company. Prior to joining SwissRe, she was claims counsel for HANYS Insurance Company. HANYS wrote primary and excess coverage for hospitals and physicians in New York State. Ms. Lyons managed an extensive book of medical malpractice claims.
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Before joining HANYS, Ms. Lyons worked as an attorney for 20 years at several defense firms. She specialized in medical malpractice and hospital liability. She was on the curriculum planning committee and an instructor in the Legal Nurse Consulting Program at Pace University.
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She started her career as a nurse and worked in various clinical settings including the ICU and ER for 10 years.
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She holds a Bachelor of Science in Nursing from the University of Michigan and a JD from Fordham University – School of Law.
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Ms. Lyons is active in the NYS Bar Association and a member of the Committee of Women in Law. She is on the Board of APIW - Association of Professional Insurance Women and serves as Communications Officer. She is co-chair of the Women's affinity group for the Swiss Re office in Armonk.
</p>
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Concurrent Session 3C - Multi-Claimant "Batch" Litigation - A Spike in Frequency? | |
Kenneth Wittman (MODERATOR)
<p>
Ken Wittman has been serving design professionals as an insurance broker for over 25 years, initially as a majority owner and President of Crowell Insurance Agency and for the past 19 years as a Senior Vice President of Dealey, Renton & Associates in Santa Ana, California. Prior to becoming a broker, Ken served in various insurance management positions including Director and President of San Francisco Reinsurance Company, a Fireman’s Fund Company, and as Director, Vice President and Chief Underwriting Officer of DPIC Companies in Monterey, California. He is a member of the Professional Liability Underwriting Society; the Professional Liability Agents Network; an affiliate member of the AIAOC; and for more than 20 years, former Chairman and a Director of the Architecture Foundation of Orange County. In addition to assisting Dealey, Renton’s clients with risk management support and education, Ken has made loss prevention education presentations to various industry groups including PLUS, PLAN, ACEC, AIA, DPRCG & CGEA.
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Dealey, Renton & Associates | Concurrent Session 4C - Top Ten Tips for Design Professionals |
Kevin Gadbois (MODERATOR)
<p>
Kevin P. Gadbois is Executive Vice President responsible for claims, compliance, and regulatory matters for the Executive Liability Division of Great American Insurance Co. He joined Great American in 1992 as a senior claims attorney responsible for handling Directors' & Officers' Liability and Insurance Company Professional Liability claims. In 1995, Kevin moved to the underwriting side of the business with oversight for all financial institutions business. From 1997 through 1999, he was Vice President of Financial Services for Starr Excess Liability Insurance Co., a subsidiary of American International Group, Inc., in Hamilton, Bermuda, where he underwrote D&O, E&O, EPL, and other management liability coverages. Kevin rejoined Great American in 2000. He has been a frequent speaker at conferences throughout the U.S., including the PLUS International Conference, the PLUS D&O Symposium and RIMS. Kevin received his J.D. from the John Marshall Law School and is also a certified public accountant.
</p>
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Great American Insurance Group | Concurrent Session 1C - Underwriters Under Fire: Increasingly on the Hot Seat |
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>
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Wiley Rein LLP | Concurrent Session 4A - ERISA at 40: Fiduciary Liability Forecast |
Lilian Morvay (MODERATOR)
<p>
Lilian, a graduate of New York Law School, litigated professional liability cases for 14 years before transitioning her career in house with insurance companies. Lilian created the broker dealer claims department for CNA, before moving to underwriting and risk management for Catlin, where she is an assistant director of the Financial Institutions underwriting department. Lilian is a frequent speaker at Security Broker Dealer industry conferences and has created an annual multi-day risk management program for security broker dealers.
</p>
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Independent Broker Dealer Consortium, "IBDC" | Concurrent Session 3B - PLI Exposures for Financial Services Intermediaries |
Linda Pierce (PANELIST)
<p>
Linda is a member of the California State Bar Association and currently works for Arthur J. Gallagher, Inc. heading up claims services for the Western Region. When in private practice, Linda litigated employment practices and professional liability matters. With Gallagher, she consults with clients on risk management and litigation trends. She has over 30 years of experience in professional liability.
</p>
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Arthur J. Gallagher & Co. | Concurrent Session 2C - Legalized Marijuana: Will the PL Insurance Industry Inhale? |
Lori Bailey (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"><p>
Lori Bailey is the Chief Insurance Officer at Corvus, with over 20 years’ experience in cyberliability and specialty lines insurance on both the carrier and broker sides of the insurance industry. Prior to joining Corvus, Lori was the Global Head of Cyber Risk for Zurich Insurance where she developed and implemented global underwriting strategies, governance, and product offerings for all cyber risk exposures. She has also held leadership roles at AIG and Marsh throughout her career and has previously served on working groups for the World Economic Forum, Pan-European Insurance Forum and Institute for International Finance. Lori is a graduate of Dickinson College where she holds a B.A. in Economics and Spanish. She also holds an M.A. from Villanova University.
</p>
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Corvus Insurance | Concurrent Session 5B - Privacy and Data Security Across the Globe |
Lynette Lyngaas (PANELIST)
<p>
Lynette M. Lyngaas is an Associate Vice President at Nationwide. She will be instrumental in the launch of a new product line for Nationwide, Public Company EPL. She will be building and leading a team, writing a book of profitable business and marketing to brokers and agents across the country. In her new role, she will continue to address the increased exposures resulting from the ever-evolving Professional Liability landscape.
Prior to joining Nationwide, she was Vice President Research, Development & Innovation at ProAssurance/Norcal Group, overseeing the research and development department focusing on a new medical professional liability modular form and bringing new coverage offerings to their portfolio.
Prior to joining PRA/Norcal, Lynette was Senior Vice President at Berkley Select aka Monitor Liability Managers for 20 years, responsible for the underwriting and profitability of a large book of Management Liability Insurance including private company Directors and Officers Liability, Employment Practices Liability and Fiduciary Liability Insurance.
Ms. Lyngaas was responsible for the launch of Monitor’s modular Executive Liability product, ExecSuite® and has developed numerous industry-specific Employment Practices Liability coverage enhancements.
Ms. Lyngaas has more than 25 years of underwriting experience in the areas of Professional Liability, Personal Lines, Non-Profit Directors and Officers Liability and Multi-Line Commercial insurance. She regularly provides insight and commentary about Executive Liability topics to insurance publications and frequently speaks at professional liability events and educational forums. <br/><br/>
Ms. Lyngaas received her Bachelor of Science degree from Illinois State University.
</p>
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Nationwide | Concurrent Session 5A - Unusual, Extraordinary and Emerging EPLI Issues |
Lynn Sessions (PANELIST)
<p>
Lynn Sessions is Partner at Baker Hostetler with over 23 years of experience and focuses her practice on data security and privacy. She has handled over 500 data breaches and over 150 regulatory investigations following those breaches. She is knowledgeable of both state and federal data breach laws, including HIPAA, FERPA, PCI, and Gramm Leach Bliley. Lynn is a member of Baker Hostetler’s data privacy group, which has been recognized as one of the top data privacy groups in the nation by Law 360 and Chambers. Prior to joining Baker Hostetler, Lynn served as in-house counsel and director of several departments for Texas Children’s Hospital and was responsible for risk management, insurance, litigation, emergency management, environmental health and safety, audit, and privacy. Lynn completed her undergraduate studies at Texas A&M University and received her law degree from Baylor University School of Law, where she was honored in the Order of Barristers. Lynn is ranked by Chambers as a leading healthcare attorney in the state of Texas. Lynn was also awarded a Burton Distinguished Writing Award at the Library of Congress for her article, “Anatomy of a Healthcare Data Breach” and was named a Trailblazer in Cyber Security by the National Law Journal in 2016. Lynn is a frequent speaker on data security and privacy matters.
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BakerHostetler | Concurrent Session 1B - The First 72 Hours: Anatomy of a Breach Response |
Mark Mattioli (PANELIST)
<p>
Mark Mattioli chairs the Health Law Practice Group at Marshall Dennehey. He provides regulatory, transactional and compliance guidance to hospitals, physicians and other health care providers in a variety of areas, including health care reform, managed care contracting, reimbursement, fraud and abuse (Stark and anti-kickback), health information privacy and security, medical staff credentialing and antitrust. Mark routinely advises health care clients regarding government audits, government payment programs, medical staff issues and electronic discovery, as well as privacy and data security matters. He has extensive experience in consulting and litigating matters in health law and other highly regulated industries.
</p>
|
Marshall, Dennehey, Warner, Coleman & Goggin | Concurrent Session 1A - ACA Professional Liability Exposures - Not Just Medical PL |
Mark Cheffers (PANELIST)
<p>
Mark. L. Cheffers, CPA, ABV is the Founder and CEO of Audit Analytics, the country’s leading provider of market intelligence associated with audit, public company and regulatory disclosures. Clients of Audit Analytics include many of the largest professional service, banking, academic and regulatory institutions in the world. He began his career at PricewaterhouseCoopers, later founding a litigation consulting firm specializing in financial fraud investigations. He has coauthored three textbooks on accounting ethics and one on accountants’ liability. Mr. Cheffers is a graduate of Boston University’s School of Management and the Harvard Business School.
</p>
|
Watchdog Research Inc. | Concurrent Session 5C - Red Flags: How Qualitative Factors Can Help Assess Management Integrity |
Matthew Photis (PANELIST) | Allianz Global Corporate & Specialty | Concurrent Session 3B - PLI Exposures for Financial Services Intermediaries |
Mercedes Colwin (PANELIST)
<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 | Concurrent Session 2C - Legalized Marijuana: Will the PL Insurance Industry Inhale? |
Michael Carr (PANELIST)
Michael Carr was most recently Senior Vice President, Cyber & Technology at Brit Global Specialty USA where he headed Brit’s U.S. cyber underwriting team. Since 2002, he has focused on cyber and technology risks and insurance, authoring articles and conducting numerous seminars on data privacy and security. He has been a frequent panelist for PLUS events and was one of the founding co-chairs of the Plus Cyber Symposium. Michael is a Certified Information Privacy Professional (CIPP/US) and holds a Bachelor of Philosophy degree from Northwestern University.
|
TBA | Concurrent Session 4B - Cyber Speed Debates 2.0 |
Michael Kaufman (MODERATOR)
<p>
Michael A. Kaufman is the Managing Partner of Kaufman Dolowich & Voluck LLP. He concentrates his practice in employment practices liability and labor law and employment law on behalf of management. A frequent speaker at continuing legal education seminars and industry conferences, Mr. Kaufman regularly counsels private and insurance clients on topics such as social media in the workplace, labor and employment issues, regulatory compliance, cyber liability and litigation prevention strategies. Mr. Kaufman has held several leadership titles with several professional and charitable organizations that he has been active with throughout his career. KDV, led by Mr. Kaufman, is a founding member of the Professional Liability Attorney Network (PLAN). PLAN is a national organization of independent, AV-rated law firms specializing in all aspects of professional liability and related-industry law.<br/><br/>
Mr. Kaufman has applied his educational and event management skills to many philanthropic and professional organizations by organizing events that include surfing, boating, golfing, and skiing.
</p>
|
Kaufman Dolowich & Voluck, LLP | Concurrent Session 5A - Unusual, Extraordinary and Emerging EPLI Issues |
Miles Afsharnik (PANELIST) | Aon Commercial Risk Solutions | Concurrent Session 4A - ERISA at 40: Fiduciary Liability Forecast |
Molly Fletcher (KEYNOTE)
<p>
Nicknamed “the female Jerry Maguire” by CNN, Molly Fletcher spent nearly two decades recruiting the top athletes, coaches and media personalities in the game. Molly heads up her own business, MWF Enterprises, where she serves as President & CEO.
<br/><br/>
As one of the only female sports agents in the industry, Molly made a name for herself working with some of the top names in sports, including Tom Izzo, Ernie Johnson, Jr., Matt Kuchar, Doc Rivers, John Smoltz, Joe Theismann and hundreds more. She recruited and signed Major League Baseball stars, PGA and LPGA golfers, college and world championship coaches, and media personalities to her client list.
<br/><br/>
A popular keynote speaker, Molly applies lessons learned from her years of experience in the sports industry to the business world. She speaks to audiences around the country on topics related to leadership, business development, teamwork, and recruiting. She also travels the country as a teambuilding facilitator, working with both Fortune 500 companies and collegiate and professional sports teams to build winning cultures by enhancing trust, transparency and team dynamics.
<br/><br/>
Molly is the author of two books, <em>The 5 Best Tools to Find Your Dream Career</em>, a tactical guide to becoming your own career agent, and <em>The Business of Being the Best</em>, in which she extracts the common traits found in top performers. She is also the founder of the Betterment Institute, an online learning platform deployed by companies that hones relationship-based sales skills.
<br/><br/>
A trailblazer throughout her career, Molly has been honored with numerous awards, including Outstanding Alumni from Michigan State University, the 2010 w2wlink Ascendancy Award for businesswomen and the 2011 POW! Womenetics Award. Numerous media outlets have featured Molly, including The Atlanta Journal-Constitution, CNN, ESPN, Sports Illustrated, The Wall Street Journal, The Washington Post and USA Today.
<br/><br/>
An active member of the community, Molly is a National Trustee member for the Boys & Girls Clubs of America and is a member of The Young Presidents’ Organization (YPO). She graduated from Michigan State University where she was a member of the women’s tennis team (1989-1993), captaining the team as a senior. Molly and her husband Fred reside in Atlanta with their three daughters.
</p>
|
Women's Leadership Network: Unleash Your Potential presented by Molly Fletcher | |
Nan Meyer (PANELIST)
<p>
Nan Meyer is Managing Director, Products Liability for Markel and has been with Markel for 12 years. Her responsibilities include establishing underwriting approach and monitoring profitability, acting as a referral underwriter for larger accounts, and providing guidance to Markel International. Nan is also an instructor for Markel’s producer education programs.
<br/><br/>
Nan has over 30 years of experience which includes underwriting for primary and excess and surplus lines companies and as a reinsurance underwriter and treaty broker.
</p>
|
Markel | Concurrent Session 2C - Legalized Marijuana: Will the PL Insurance Industry Inhale? |
Nicole Mangino (PANELIST)
<p>
Nicole Mangino is a Vice President with XL Design Professional where she leads the Midwest region underwriting operations. For over 30 years, XL Design Professional (successor to DPIC) has been providing professional liability insurance, superior claims service, loss education and risk management for design professionals. She currently works out of XL Exton (outside of Philadelphia) and Chicago offices.
<br/><br/>
Nicole began her career as a commercial litigator representing international and domestic corporate clients in complex commercial litigation, commercial contract disputes, corporate governance, insurance coverage disputes, and regulatory compliance matters. She joined XL in 2006 with XL Claims as an Executive Claims Counsel handling construction, environmental and design professional liability claims worldwide. In this role, she was responsible for managing loss development and management of the claims handling protocols for XL’s business operations.
<br/><Br/>
As the regional leader for the Midwest Region, she currently works closely with claims staff, actuarial and loss education to benefit XL Design Professional’s clients through educational programs and advising on trends and insurance coverage.
</p>
|
Concurrent Session 4C - Top Ten Tips for Design Professionals | |
Patti Wood (KEYNOTE)
<p>
Credited for bringing the topic of body language to the national consciousness by <em>The New York Times</em>, Patti Wood researches, speaks, writes, and consults on body language for law enforcement, Fortune 500 companies and National Associations. Patti is inter-viewed by media around the world including; <em>The Today Show</em>, CNN, PBS, FOX News, <em>Good Morning America</em>, The History Channel, Discovery Channel, and CBS. She is quoted in publications such as <em>The Wall Street Journal, Bloomberg Business Week, Forbes, USA Today, Sports Illustrated, Huffington Post, Oprah Magazine, Psychology Today</em> and more. She is the author of seven books including "SNAP Making the Most of First Impressions Body Language and Charisma."
</p>
|
Making the Most of First Impressions: Body Language Skills and Insights for the First Five Minutes presented by Patti Wood | |
Paul Bantick (PANELIST)
<p>
Paul joined Beazley in 2005. He is the team leader for the technology, media and business services at Beazley. One of his main focuses is underwriting privacy and security risks, including the Beazley Breach Response product. Paul has extensive experience in underwriting these exposures for the healthcare accounts, retailers and many other classes of businesses. Paul is also responsible for all the Technology E&O business within Beazley. This ranges from the top global 25 software companies and service providers to small accounts.
</p>
|
Beazley | Concurrent Session 5B - Privacy and Data Security Across the Globe |
Paul Miskovich (PANELIST)
<p>
Paul Miskovich manages underwriting strategy for and development of Technology, Network Security and Privacy Insurance products at AXIS PRO, a business unit of the Professional Lines Division of AXIS Insurance in the U.S.. Paul manages product underwriting activity on a nationwide basis through a highly experienced team of underwriters in New York City, Hartford, Chicago, Atlanta, Kansas City, San Francisco and Los Angeles. He has been in this role since August 2009. Mr. Miskovich has 12 years of industry experience. Formerly, Paul was a Senior Vice President and Cyber/Tech broker for Willis of New York and a member of the Willis National E&O Practice. Previously Paul also served as the Technology Product Manager at AIG’s National Union Insurance Company.
</br><br/>
Prior to the insurance industry, Paul held a variety of engineering and IT management positions including IT project management at Motorola and managing weapon systems development programs for the U.S. Department of Defense.
<br/><br/>
Mr. Miskovich holds a B.S. in Industrial Engineering from the New Jersey Institute of Technology and a J.D. from Seton Hall Law School. Paul is a licensed P&C insurance broker and attorney in New York and New Jersey.
</p>
|
AXIS Insurance | Concurrent Session 4B - Cyber Speed Debates 2.0 |
Paul Greve (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Paul is an experienced consultant for insurers and healthcare organizations with a broad background in both the health care professional liability industry and the healthcare industry. He is a recognized national expert on all aspects of health care professional liability.
</p>
|
Markel Specialty | Concurrent Session 1A - ACA Professional Liability Exposures - Not Just Medical PL |
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>
|
Gallagher | Concurrent Session 4A - ERISA at 40: Fiduciary Liability Forecast |
Richard Rogers (PANELIST)
<p>
Richard J. Rogers graduated New York Laws school, and is a partner at Traub Lieberman Straus & Shrewsberry LLP. Mr. Rogers’ practice focuses on all aspects of insurance law. He has dealt with complex coverage litigations, which dealt with contractual and extra-contractual liabilities in a variety of jurisdictions. Mr. Rogers is also experienced in the management of “books” of claims, as coverage and monitoring counsel. He has defended tort litigations, including professional liability cases. In addition, Mr. Rogers is often called upon to draft many types of professional liability policies.
<br/>
<br/>
See more at <a href="http://www.traublieberman.com/profiles/richardrogers" target="_blank">http://www.traublieberman.com/profiles/richardrogers</a>
</p>
|
Traub Lieberman Straus & Shrewsberry LLP | Concurrent Session 3B - PLI Exposures for Financial Services Intermediaries |
Richard Weber (PANELIST)
<p>
Dick Weber is Immediate Past President of the 12,000 member Society of Financial Service Professionals.
<br/>
<br/>
In his <em>other</em> life, Dick is President and primary consultant for The Ethical Edge, Inc., providing <em>fee-only</em> analytics and consulting services to family offices and high net worth individuals. For 25 years a successful life insurance agent and 20-year life member of the Million Dollar Round Table, he joined Merrill Lynch Insurance Group, and from late-1993 to early 1996 was Vice President and Manager of Client Education and Field Development. For his two year "tour" in upper management with a life insurance carrier, his responsibilities included developing communication programs which enhance client understanding of insurance products and reconcile product performance against product expectations. Following this engagement, he was a co-developer of the <em>Historic Volatility Calculator</em> - computer-based tools that have begun to revolutionize the way advisors and their clients view life insurance products - and which are now an included benefit in membership of the Society of FSP.
<br/>
<br/>
Dick holds an M.B.A. from the University of California at Berkeley with a specialty in Insurance and Finance. He was designated a Chartered Life Underwriter in 1974 by the American College.
<br/>
<br/>
Among his various teaching activities, Dick served for 11 years as an Instructor of Insurance at the University of California at Berkeley's Program in Personal Financial Planning and from 1993 through 1998 served as Adjunct Professor of Ethics at the American College in Bryn Mawr, Pa. He currently serves as Adjunct Professor of Risk and Insurance in California Lutheran University’s MBA program.
<br/>
<br/>
His book, <em>Revealing Life Insurance Secrets: How the Pros Pick, Design, and Evaluate their Own Policies</em>, is published by Marketplace Books and is directed at advisors and financial service professionals. His most recent publication, co-written with Christopher Hause, FSA, MAAA, is <em>Life Insurance as an Asset Class - A Value-added Component of an Asset Allocation</em>, was honored with a 2008 Best Paper Award from the Academy of Financial Services. Hause and Weber published a second volume in the Asset Class series - Managing a Valuable Asset - in December 2010.
<br/>
<br/>
Dick Weber was the Society of FSP’s 2008 recipient of the <em>Kenneth Black, Jr. Leadership Award</em>, and in 2009, Dick was elected to the <em>NAEPC Estate Planning Hall of Fame</em> and selected to receive the Distinguished Accredited Estate Planner award and designation for "...significant and outstanding lifetime achievements and contributions to the practice and profession of estate planning."
</p>
|
The Ethical Edge, Inc. | Concurrent Session 3B - PLI Exposures for Financial Services Intermediaries |
Robert Jones (PANELIST)
<p>
Robert J. Jones is the Global Head of Financial Lines, Specialty Claims, at AIG. Robert is responsible for claims within the Cyber, Technology, Media, Fidelity and Kidnap & Ransom lines of business. Robert has developed Financial Lines expertise through a variety of technical and managerial roles in Claims, Reinsurance and Underwriting. Robert began his career at Travelers in 1989 and joined AIG in 1992. Robert received a B.S. from the State University of New York at Binghamton.
</p>
|
AIG | Concurrent Session 1B - The First 72 Hours: Anatomy of a Breach Response |
Robert Kueppers (PANELIST)
<p>
Robert J. Kueppers is Senior Partner for Global Regulatory and Corporate Governance. In his regulatory role, Mr. Kueppers represents the U.S. member firm of Deloitte Touche Tohmatsu Limited on global regulatory, public policy and accounting profession matters. He also serves major clients of the firm in an advisory capacity and has 38 years of professional experience. Mr. Kueppers previously served as Deputy CEO of Deloitte LLP and was responsible for regulatory and professional matters in the United States.
<br/><Br/>
Mr. Kueppers also supports boards of directors and audit committees on a variety of governance, regulatory, and risk matters. Since 2008, he has developed and hosted the Deloitte Directors’ Series, a live broadcast to thousands of directors across the United States discussing the latest issues and trends in corporate governance. In 2009, 2012, 2013 and 2014, Mr. Kueppers was recognized by NACD Directorship magazine as one of the top 100 influential professionals in corporate governance and in the boardroom. Mr. Kueppers is a frequent speaker and writer on issues impacting corporate governance and the audit profession.
<br/><br/>
Mr. Kueppers is chairman of the board of directors of United Way of New York City; chair of the University of Minnesota’s Carlson School of Management Board of Overseers; a board member of American Corporate Partners, a nationwide mentoring organization for United States veterans; a founding trustee of the SEC Historical Society; and a trustee of the Committee for Economic Development. He also helped create the Center for Audit Quality and since its inception in 2002 has chaired many committees and task forces with his peers and professional practice leaders from other national accounting firms.
</p>
|
Deloitte LLP | Concurrent Session 5C - Red Flags: How Qualitative Factors Can Help Assess Management Integrity |
Roberta Anderson (PANELIST)
<p>
Roberta Anderson is a partner in the Pittsburgh office of K&L Gates LLP. A member of the firm’s global Insurance Coverage practice group and a co-founder of the firm’s global Cybersecurity practice group, Roberta concentrates her practice in insurance coverage litigation and counseling and emerging cybersecurity and data privacy-related issues. She has represented clients in connection with a broad spectrum of insurance issues arising under almost every kind of insurance coverage. In addition to helping clients successfully pursue contested claims, Roberta counsels clients on complex underwriting and risk management issues. She has substantial experience in the drafting and negotiation of “cyber”/privacy liability, directors’ and officers’ liability, professional liability, and other insurance placements. Roberta received her J.D. magna cum laude from the University of Pittsburgh School of Law and her B.A. from Carnegie Mellon University.
</p>
|
K&L Gates LLP | Concurrent Session 4B - Cyber Speed Debates 2.0 |
Shanda Davis (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Shanda R. Davis is an Underwriting Director and D&O Product Manager for publicly traded companies for Travelers Bond & Specialty Insurance. Ms. Davis is responsible for managing the growth and profitability of Travelers’ portfolio of Public D&O Liability business as well as developing underwriting strategies, training materials, and new policy language for the Public D&O products. At Travelers and its predecessor company, The St. Paul Companies, Inc., Ms. Davis has held numerous senior underwriting positions in both the Public Company and Financial Institution business units. Ms. Davis began her career in the management liability insurance industry with Royal & SunAlliance USA in 2002, where she underwrote public company liability business in New York. Ms. Davis has a B.A. with Honors in Neuroscience from Drew University.
</p>
|
Travelers | Concurrent Session 2A - Cyber Security and Data Breaches: The Big New Exposure for D&O? |
Shauna Reeder (PANELIST)
<p>
Shauna Reeder is an Assistant Vice President with CNA Specialty Claim, where she oversees high exposure professional liability claims against large U.S. and U.K. law firms, accountants, and non-medical professional services organizations. Shauna joined CNA in 2002, and has been a part of the management team since 2004. Prior to joining CNA, she worked in house at another major professional liability carrier as well as at a Manhattan law firm, where she was a trial lawyer. She began her legal career as an Assistant Corporation Counsel with the New York City Law Department, where she was a trial attorney in the Tort Division.
<br/><br/>
Shauna received her law degree from Brooklyn Law School and her undergraduate degree from Brown University.
</p>
|
QBE | Concurrent Session 2B - What's New for Accountants and Lawyers PLI? |
Shauna Ehlert (PANELIST)
<p>
Shauna joined Cozen O'Connor's Seattle office in September 1992 and is a member of the Global Insurance Group, concentrating her practice in E&O and professional liability claims and coverage disputes. Shauna has successfully defended professional negligence claims against attorneys, escrow agents and financial advisors. She also regularly acts as monitoring counsel for London insurers and often appears as their representative for professional liability claims. She frequently lectures on professional liability issues. Her 20 years of litigation experience includes trial practice in Oregon, Washington, Hawaii, and California.
<br/>
<br/>
Shauna also acts as the pro bono coordinator for the Seattle office of Cozen O’Connor. In 2005, she
accepted the Amicus Award from Northwest Immigrant Rights Project for spearheading pro bono efforts on behalf of immigration and asylum clients.
<br/>
<br/>
Shauna earned her Bachelor of Science and her law degree from the University of Washington in 1988 and 1992, respectively. She rowed for the women's crew team during her undergraduate career, and while in law school, she was a member of the Moot Court Honor Board and Order of Barristers.
<br/>
<br/>
<strong>Practice Areas</strong>
<ul>
<li>Bad Faith</li>
<li>Insurance</li>
<li>Insurance Coverage & Claims Litigation</li>
<li>Professional Liability</li>
</ul>
<br/>
<br>>
<strong>Industry Sectors</strong>
<ul>
<li>Insurance</li>
</ul>
<br/>
<br/>
<strong>Education</strong>
<ul>
<li>University of Washington School of Law, J.D., 1992</li>
<li>University of Washington, B.S., 1988</li>
</ul>
<br/>
<br/>
<strong>Bar Admissions</strong>
<ul>
<li>Washington</li>
</ul>
<br/>
<br/>
<strong>Court Admissions</strong>
<ul>
<li>U.S. Court of Appeals for the Ninth Circuit</li>
<li>U.S. District Court – Western District of Washington</li>
<li>U.S. Supreme Court</li>
<li>Washington Supreme Court</li>
</ul>
<br/>
<br/>
<strong>Affiliations</strong>
<ul>
<li>King County Bar Association</li>
<li>Professional Liability Underwriting Society</li>
<li>Washington State Bar Association</li>
<li>Washington Women Lawyers</li>
</ul>
<br/><br/>
<strong>Awards & Honors</strong>
<br/>
SUPER LAWYERS: “RISING STARS” – 2006
<br/>22 Pennsylvania; 4 Washington; 1 New Jersey
<br/>
<br/>
<strong>Publications</strong>
<br/>
<a href="http://www.cozen.com/news-resources/publications/2014/court-invalidates-exception-to-tolling-provision-for-medical-malpractice-cases-brought-by-minors" target="_blank">Court Invalidates Exception to Tolling Provision for Medical Malpractice Cases Brought by Minors [Global
Insurance Alert]</a>
<br/>
<br/>
<a href="http://www.cozen.com/news-resources/publications/2013/oregon-supreme-court-declines-to-apply-500-000-cap-on-non-economic-damages-to-birth-injuries-claim" target="_blank">Oregon Supreme Court Declines to Apply $500,000 Cap on NonEconomic Damages to Birth Injuries Claim [Global Insurance Alert]</a>
<br/><br/>
<a href="http://www.cozen.com/admin/files/publications/GIGobs_winter10.pdf" target="_blank">Winter 2010 [Insurance Coverage Observer]</a>
<br/><br/>
<a href="http://www.cozen.com/admin/files/publications/ehlhatcurt1310709.PDF" target="_blank">Subrogation and Recovery Articles and Papers [Regional Updates in Subrogation Law & Litigation:]
</a>
</P>
|
Cozen O'Connor | Concurrent Session 3B - PLI Exposures for Financial Services Intermediaries |
Stacey McGraw (PANELIST)
<p>
Stacey McGraw is a Member at Dykema and focuses on providing advice and representation to professional liability insurers. She has litigated disputes involving directors and officers insurance, cyber liability insurance, and errors and omission insurance issued to technology companies, insurance companies, insurance agents and lawyers. Stacey regularly represents insurance carriers at mediations of complex disputes. Stacey also has defended professionals against allegations of malpractice and has represented nonprofits in litigation and in other contexts. Stacey received her B.A., with distinction, from the University of Virginia and her J.D., cum laude, from the University of Michigan.
</p>
|
Dykema | Concurrent Session 4B - Cyber Speed Debates 2.0 |
Tammy Yuen (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Tammy Yuen is coverage counsel for domestic and international insurance companies in matters involving professional liability insurance coverage, particularly directors and officers liability. She handles complex coverage issues involving failed banks, the subprime, credit crisis, Ponzi and embezzlement schemes, government investigations, consumer actions and insolvent insureds and policyholders. Tammy drafts policy forms and endorsements to professional liability policies. She also litigates insurance coverage and related disputes including those involving multiple towers and bad faith allegations. At her prior firms, Tammy represented clients in complex commercial disputes including class action securities claims, anti-trust, patent and copyright infringement and employment discrimination actions as well as representing companies and individuals in government and internal investigations alleging irregular accounting. <br/><br/>
Tammy served as a judicial intern for the Honorable Loretta A. Preska, District Judge for the United States District Court for the Southern District of New York.
</p>
|
Skarzynski Marick & Black LLP | Concurrent Session 1C - Underwriters Under Fire: Increasingly on the Hot Seat |
Theodore Kobus (PANELIST)
<p>
Ted Kobus is National Leader of the Privacy and Data Protection Team and focuses his practice in the areas of privacy, data security and intellectual property. He is ranked in the 2015 edition of <em>Chambers USA: America’s Leading Lawyers for Business</em> in the area of Privacy and Data Security.
<br/><br/>
Ted advises clients, trade groups and organizations regarding data security and privacy risk management, breaches, response strategies, litigation and regulatory actions affecting organizations. He has counseled clients involved in significant breaches implicating state and federal laws, international laws and other regulations and requirements, including HITECH, the Massachusetts Data Privacy Law, California privacy laws (including the California Department of Public Health Law), Connecticut Insurance Department regulations, Puerto Rico’s Citizen Information on Data Banks Security Act, Mexico’s Data Protection Law, Canada’s data privacy requirements and PCI/CISP requirements. He has dealt with Offices of Attorneys General, state insurance departments, Office of Civil Rights (OCR)/Health and Human Services (HHS), Secret Service, FBI and local police and forensics professionals as part of their handling of data breaches.
<br/><br/>
Risk management is a key component of an organization’s mitigation plan. From advising clients regarding privacy and security compliance in cloud and virtual environments to the impact of social media on the way an organization conducts business, Ted’s services include:
<ul style="list-style-type:disc">
<li>Breach response workshops</li>
<li>Review and development of policies and procedures reflective of state breach notification laws, international data security laws, HIPAA, HITECH, COPPA, GLBA and other privacy-related laws and regulations</li>
<li>Preparation of written information security plans</li>
<li>Drafting and updating of privacy policies, portal agreements, contracts and customer notices to reflect legal developments in privacy</li>
<li>Preparation of social media policies</li>
<li>Educational webinars and other presentations for employees</li>
</ul>
Ted has handled more than 750 breach responses and his representative experience includes:
<ul style="list-style-type:disc">
<li>Healthcare, educational universities, banking, financial, technology service providers, hospitality and retail breaches involving state, local, federal and international laws</li>
<li>Breaches involving substantial crisis management and public relations efforts</li>
<li>Breaches resulting in identity theft</li>
<li>Breaches involving cloud computing services</li>
<li>Breaches involving sensitive employment issues</li>
<li>Multistate breaches involving high-profile law enforcement investigations and overseas criminals using malware</li>
<li>Breaches involving phishing scams and other social engineering tools</li>
<li>Breaches and litigation involving PCI DSS compliance</li>
<li>International breaches involving notification to both individuals and regulators</li>
</ul>
His experience extends to litigation of data breach, privacy, technology, media and intellectual property matters nationally, including litigation and audits and actions by governmental regulators such as state attorneys general, HHS and OCR, the Federal Trade Commission (FTC), Federal Communications Commission (FCC), state departments of health and insurance and state and professional licensing boards. Ted has a number of arbitrations, non-jury and jury trials and his representative experience includes:
<ul style="list-style-type:disc">
<li>Defense of clients against statutory damages claims, including the California Confidentiality of Medical Information Act (CMIA)</li>
<li>Defense of clients involved in class action litigation related to technology, privacy and PCI DSS issues</li>
<li>Defense of clients during investigations by state attorneys general</li>
<li>Breaches implicating Family Educational Rights and Privacy Act (FERPA) and resulting investigations by the Department of Education (DOE)</li>
<li>Dismissal from a class action litigation involving the Fair and Accurate Credit Transactions Act (FACTA)</li>
<li>Defense of technology service providers in enterprise resource planning (ERP) litigation</li>
<li>Recent verdict in favor of his client in a matter involving computer source code copyright infringement and trade secret claims</li>
<li>Litigation of trademark cases</li>
</ul>
Ted is a regular contributor to BakerHostetler’s Data Privacy Monitor blog, available at <a href="http://www.dataprivacymonitor.com/" target="_blank">http://www.dataprivacymonitor.com/</a>. He regularly speaks at major industry events regarding data breach response, risk management and litigation issues affecting privacy.
</p>
|
BakerHostetler | Concurrent Session 5B - Privacy and Data Security Across the Globe |
Thom Singer (KEYNOTE)
<p>
Thom Singer has an eclectic background working in sales, marketing and business development roles for Fortune 500 Companies, Law Firms, and entrepreneurial ventures. He believes that all opportunities come from people, and when we work together to find “cooperative significance” with others we all discover more success. Singer is a professional speaker, trainer, consultant and the author of ten books on the power of business relationships, business development, entrepreneurship, and presentation skills. He speaks regularly at business and association conferences around the United States and beyond.
</p>
|
Networking Unplugged presented by Thom Singer | |
Todd Greeley (PANELIST)
<p>
Todd Greeley leads the Financial Lines Claim team at QBE North America. Todd has worked in the professional liability industry for over 20 years, and prior to joining QBE in November 2020, he held similar roles at Berkshire Hathaway Specialty Insurance and CNA Financial. Before his career in insurance, Todd was a prosecutor in the Manhattan District Attorney’s Office.
</p>
|
QBE | Concurrent Session 2A - Cyber Security and Data Breaches: The Big New Exposure for D&O? |
Tower Snow, Jr. (MODERATOR)
<p>
Tower C. Snow, Jr. practices out of Cooley’s San Francisco office. His area of specialization is securities and derivative litigation, investigations and proceedings initiated by the SEC or other federal and state agencies, internal corporate investigations, and litigation involving state securities laws or corporate governance. Mr. Snow has been lead or co-lead defense counsel in over two hundred securities class actions, including some of the largest ever filed, and has represented public and private companies, their officers and directors, investment banking firms, accountants, venture capital firms, private equity firms, law firms and other enterprises. He has testified before both United States Congressional and California Senate Committees on a variety of securities issues. Mr. Snow is an active member of the American Bar Association, in which he has held several leadership roles, including Litigation Section: Vice Chairman, Committee on Securities Litigation, Chairman, Subcommittee on Public Offering Litigation, Co-Chairman, Task Force on Securities Arbitration. Mr. Snow has moderated or participated in more than 300 presentations on securities and complex litigation and has authored over 250 articles. He obtained his A.B. from Dartmouth College and his J.D. from the University of California at Berkeley. Mr. Snow has been listed by California Law & Business as one of the 100 most influential lawyers in California, and by the National Law Journal as one of the 100 most influential lawyers in the United States.
</p>
|
Cooley LLP | Concurrent Session 3A - The Future of Securities Class Actions, Post Halliburton |
Tracie Grella (PANELIST)
<p>
Ms. Tracie Grella has been Global Head of Cyber Risk Insurance at American International Group, Inc. since October 15, 2015. Ms. Grella is responsible for the expansion of AIG’s full cyber risk insurance capabilities across AIG product lines. She leads efforts to innovate solutions and deliver expertise to help clients manage and mitigate this evolving risk. Ms. Grella served as Global Head of Professional Liability since 2011, leading the rapid growth of AIG’s cyber insurance business, global underwriting strategy and implementation of global best practices. She served as President of Specialty Professional Liability. Ms. Grella is often featured in insurance trade and mainstream media outlets as an industry expert on cyber liability and professional liability issues. She was named a “2015 Insurance Executive to Watch” by Risk & Insurance and a “2014 Woman to Watch” by Business Insurance. Ms. Grella joined AIG in 1995 and has held several underwriting and management positions. She earned a Bachelor of Science degree in Finance from Rutgers University.
</p>
|
AIG | Concurrent Session 5B - Privacy and Data Security Across the Globe |
Tricia Melly (PANELIST)
<p>
Tricia Melly is a Vice President Professional Claims and the Head of Professional Claims North America for Axa XL (“Axa XL”). The Professional claims group consists of the Standard Professional (D&O, FI and E&O), Cyber, Commercial E&O and Design Professional claim units. Tricia has been with Axa XL since 2000. Prior to joining Axa XL, Tricia was Counsel in the legal group of Executive Risk, Inc. and the general counsel’s office of the Chubb Group. Tricia is a graduate of Fairfield University and the University of Connecticut’s School of Law. Her e-mail address is: <a href="mailto:Patricia.Melly@axaxl.com" target="_top">Patricia.Melly@axaxl.com</a>.
</p>
|
AXA XL | Concurrent Session 4A - ERISA at 40: Fiduciary Liability Forecast |
Wendy Testa (PANELIST)
<p>
Wendy is a partner with the law firm of Wilson Elser Moskowitz Edelman and Dicker. Her practice, in the area of professional liability, focuses on the defense of architects, engineers, agents and lawyers. For over 20 years, she has engaged in defense and coverage litigation in Pennsylvania and New Jersey related to construction, construction defect and design professional claims as well as disputes regarding contractual defense and indemnification on behalf of commercial and residential contractors, construction managers, project owners, and design professionals. Wendy has also been a zealous advocate of her firm’s global clients in the negotiation and drafting of contracts for a number of worldwide construction projects.
<strong>REPRESENTATIVE MATTERS</strong>
<br/>
Obtained summary judgment in the Superior Court of New Jersey, Burlington County as a result of asserting contractual claims on behalf of a beverage equipment supplier for defense, indemnification and insurance coverage against a bankrupt manufacturer related to a significant multi-party fire loss claim. The client paid nothing in a $750,000 settlement and was reimbursed for all defense fees/costs. As a result of the successful defense strategy in the NJ litigation, a global settlement of a number of other nationwide fire loss claims, involving the same manufacturer and its insurer, was achieved with no contribution from the client.
<br/>
Won motions for summary judgment based on contractual defense/indemnification issues in construction litigation matters in the Superior Courts of New Jersey and in the Court of Common Pleas, Philadelphia County.
<br/>
Won motions for summary judgment (in three separate matters) based on Pennsylvania’s statutory employer defense in construction related personal injury lawsuits in Court of Common Pleas, Philadelphia County.
<br/>
Won appeal related to a contractual indemnification and insurance coverage dispute between contractors in the Superior Court of Pennsylvania, Eastern District.
<br/>
Obtained favorable settlement of a construction related wrongful death action in Burlington County, NJ. As a result of obtaining summary judgment on behalf of owner and general contractor related to a third party contractual indemnification claim against plaintiff’s employer/contractor, the matter resolved for $1.75 million total with plaintiff’s employer assuming all defense fees and costs of our client as well as a significant portion of the settlement.
</p>
|
Wilson Elser | Concurrent Session 4C - Top Ten Tips for Design Professionals |
Wilhelm Dingler (PANELIST)
<p>
Wilhelm Dingler is a Shareholder with the firm Bullivant Houser Bailey PC in the firm's Seattle Office and devotes his practice to the defense of accountants, attorneys, architects and engineers, real estate professionals and other professionals. He also provides risk management services and advice to CPAs
across the country, managing accounting "hotlines" for national insurance carriers.
<br/>
<br/>
Prior to joining Bullivant Houser Bailey, he was a shareholder at Marshall Dennehey; Senior Vice President of West Coast Operations for C. R. Vince & Associates, Inc., heading the firm's Seattle office. Before entering into a private law practice, Wilhelm served as an assistant attorney general for the State of Washington, providing counsel to the state's industrial insurance agency.
<br/>
<br/>
In 1980, Wilhelm graduated from The University of Notre Dame with a Bachelor of Arts degree, and went on to earn his <em>juris doctor</em> from the University of Toledo, College of Law in 1983.
</p>
|
Bullivant Houser Bailey P.C. | Concurrent Session 2B - What's New for Accountants and Lawyers PLI? |
William Hardin (PANELIST)
<p>
Bill Hardin has worked on hundreds of data incident response, theft of trade secret, and enterprise risk assessments. Many of his cases have been reported in the wall street journal, forbes, the financial times, and krebsonsecurity.com amongst other publications.
<br/><br/>
In addition, Bill advises audit committees, boards, counsel and management in business issues pertaining to dispute resolution, financial statement fraud, white collar crime, and forensic accounting matters. He has served in many interim management positions that has given him operational experience with running an organization.
<br/><br/>
He holds a CPA/CFF, CFE, PMP, and has an M.B.A. from the University of Chicago Booth School of Business.
<br/><br/>
Bill is a well-known panelist and speaker on cyber-crime, strategy/operations and investigations.
<br/><br/>
He serves on the Board of Directors of Illinois Legal Aid On-line, Legal Prep Charter Schools, ISACA and is an adjunct professor at DePaul University in Chicago.
</p>
|
Charles River Associates | Concurrent Session 4B - Cyber Speed Debates 2.0 |
Sponsors
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AEGIS
AmWINS
Berkshire Hathaway Specialty Insurance
Boundas, Skarzynski, Walsh & Black, LLC
Chubb Group of Insurance Companies
Fireman's Fund Insurance Company
General Star
Guy Carpenter & Company, LLC
Lloyd's
Munich RE
OneBeacon Professional Insurance
QBE
RLI
Starr Companies
Swiss Re Corporate Solutions
Walker Wilcox Matousek LLP
Western World Insurance Group
Wiley Rein LLP
XL Group
AIG
Aon
ARC Excess & Surplus / Professional Risk Facilities / Professional Risk Intermediaries
BatesCareyLLP
Baugh,Dalton, Carlson & Ryan LLC
BitSight Technologies
Coughlin Duffy LLP
Enquiron
GORDON & REES LLP
The Hanover Insurance Group
The Hartford
HCC Global Financial Products
Ironshore Insurance
ISO
Jackson Lewis P.C.
Jampol Zimet LLP
Kaufman Borgeest & Ryan LLP
Kaufman Dolowich & Voluck LLP
Kroll
LVL Claims Services LLC
Manning & Kass, Ellrod, Ramirez, Trester LLP
Marks, O'Neill, O'Brien, Doherty & Kelly
Marshall Dennehey Warner Coleman & Goggin
Maxum Specialty Insurance Group
Prime Insurance Company
Rivkin Radler LLP
RT ProExec
Safeonline LLP
Scottsdale Insurance Company
Shipman & Goodwin LLP
The Sullivan Group
Synergy Professional Associates, Inc.
TransRe
Traub Lieberman Straus & Shrewsberry LLP
Tressler LLP
Troutman Sanders LLP
USLI
Wilson Elser Moskowitz Edelman & Dicker, LLP
Materials
Session Powerpoint Presentation
Session Powerpoint Presentation
Session Powerpoint Presentation
Session Powerpoint Presentation
Session Powerpoint Presentation
Session Powerpoint Presentation
Session Powerpoint Presentation
Session Powerpoint Presentation
Overview of Current Erisa Litigation Landscape
Session Powerpoint Presentation
10 Actions to Take When a Breach Strikes
The Effects of Halliburton on Securities Class Action Litigation
Session Powerpoint Presentation
Are You Ready for Medical Marijuana
Legal Pot Leaves Product Liability Attorneys Dazed and Confused
Marijuana: Implications of Legalization
Session Powerpoint Presentation
Cyber Defense Spending and Compliance
International Compendium of Data Privacy Laws
International Privacy 2013 Year in Review
International Privacy: Africa
International Privacy: Asia
International Privacy: Canada
International Privacy: Central and South America
International Privacy: EU
International Privacy: Ukraine
The Impact of Global Privacy Laws on Cyber Risk Mitigation
Zurich Cyber Risk Report 2014
Session Powerpoint Presentation
Accounting Quality and Risk Research: Audit Analytics
Session Powerpoint Presentation
Defending the Client
Don't Go It Alone on Legal Matters
Indemnity Related Statutes