<p> Alyson is a Vice President of IronHealth and responsible for managing the Hospital Professional Liability practice in the western region. Her underwriting responsibilities include primary Professional Liability, General Liability, Umbrella/Excess coverage, and Captive Reinsurance. <br/><br/> Prior to joining Ironshore, Alyson was a Senior Account Executive at Zurich and specialized in healthcare facility underwriting and marketing. Prior to that, she worked for Chubb Specialty Insurance as a Senior Underwriting Officer and was responsible for underwriting and marketing Hospital Professional Liability, D&O and Employment Practices Liability. <br/><br/> Alyson earned a JD degree from Concord Law School in 2008, and holds a BA degree from the University of Southern California. She is a member of the Chartered Property and Casualty Underwriting (CPCU) society. </p>

<p> Amy Elizabeth Stewart is the founder and managing principal of the insurance coverage boutique, Amy Stewart Law, where she and the firm's other lawyers devote 100% of their practice to representing policyholders. The firm helps clients at every step of the insurance process: from buying and renewing coverage to submitting claims and handling disputes against insurers when they won't pay. Amy's book, <em>Texas Insurance Coverage Litigation, the Litigator's Practice Guide</em>, is in its fourth year of publication by Texas Lawyer, an ALM company. Amy also speaks regularly on insurance issues and writes for a number of publications, including the American Bar Association's <em>Coverage</em> periodical. </p>

<p> Andy leads high-profile cybercrime and data breach investigations and provides digital forensics and incidence response services. As an industry leader and expert in his field, his team provides services and solutions for clients in preparation and in response to matters involving a wide range of information security, privacy assessments, and investigations. His experience includes managing teams responsible for data breach investigations, complex digital forensic collections, network vulnerability and rapid security assessments. Andy has substantial experience providing testimony at deposition, hearings, and bench and jury trials.<br/><br/> As a former supervisory forensic analyst and Special US Marshal with the Regional Electronic & Computer Crime Task Force (REACCT), he managed digital-related investigations on all types of media, ensured compliance with accepted computer forensic protocols, and presented testimony for numerous criminal cases related to computer and digital forensics.<br/><br/> Andy is a Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), PCI Security Standards Council LLC Qualified Security Assessor (QSA), EnCase® Certified Examiner, (EnCE®) in EnCase® Forensic Edition, SANS GIAC Security Essentials (GSEC) and National Security Agency (NSA) Information Security Professional. He is also a member of numerous professional organizations, including the Information Systems Audit and Control Association (ISACA), International Association of Privacy Professionals (IAPP), High Technology Crime Investigation Association, and High Technology Crime Consortium. He is an adjunct professor at Anna Maria College.<br/><br/> <strong>Education</strong><br/> MS, National Security, University of New Haven<br/> BS, Criminal Justice, Anna Maria College </p>

<p> Ann leads Marsh FINPRO’s multinational account segment for North America. Coverage expertise includes directors and officers liability, professional liability, employment practices liability, fiduciary liability, and crime (a little). Throughout her career, Ann has been both a prolific writer and a speaker at industry events including RIMS, PLUS, ACI and C5 Conferences as well as round table discussions and webinars on FINPRO topics. <br/><br/> Prior to joining Marsh, Ann spent 20+ at another major broker after 10 years at a global insurance carrier. She also had a brief stint at the New York Stock Exchange Enforcement Division, clerked for a bankruptcy judge and worked at the Solicitor’s Office at the U.S. Department of Labor. </p>

<p> <strong>EMPLOYMENT <br/> Aon National Healthcare Practice</strong> <br/> Chief Broking Officer, (05/2021 – Present) <ul style="list-style-type:disc:"> <li>Lead the National Healthcare Brokerage team comprised of seventeen subject matter experts who design innovative program solutions for healthcare clients</li> <li>Develop best practices and new product offerings to provide differentiated solutions for clients and to build on the Aon Healthcare brand</li> <li>Work with complex healthcare clients including Academic Medical Facilities, Integrated Delivery Systems, and Large Physician Groups</li> <li>Coordinate with Aon’s London and Bermuda Healthcare Practices to deliver a collaborative broking effort for clients</li> </ul> <br/> <strong>Gallagher Risk Management Services, Inc.</strong><br/> Area Executive Vice President, Health Care Practice (09/2019 – 04/2021) <ul style="list-style-type:disc:"> <li>Developed and maintained consultative relationships with clients, developing creative program solutions and services that are tailored to clients’ specific, strategic plans.</li> <li>Coordinated the client service team to ensure that clients receive timely and accurate services.</li> <li>Responsibilities included new and expanded business opportunities, preparing written and oral responses to Requests for Proposals (RFPs), marketing and negotiating coverages for clients.</li> </ul> <br/> <strong>Epic Insurance Brokers (fka Integro Insurance Brokers)</strong><br/> Managing Principal, National Health Care Practice Executive Committee (04/2009 – 09/2019) <ul style="list-style-type:disc:"> <li>Developed and maintained relationships with clients, offering creative program solutions and services tailored to clients’ specific, strategic plans.</li> <li>Coordinated the client service team to ensure that clients received timely and accurate services.</li> <li>As a member of the National Healthcare Practice Executive Committee, assisted in developing the strategic direction of the Practice, coordinated new and expanded business opportunities to pursue, recruited candidates to join the Practice, developed and strengthened carrier relationships, and assisted in maintaining the P&L for the Practice.</li> </ul> <br/> <strong>Aon Risk Services. Inc.</strong><br/><br/> Senior Vice President, Managing Director, National Health Care Practice, Washington, DC (07/2004 – 04/2009) Account Executive/Senior Vice President, Risk Management/Health Care Practice Washington, DC (05/1997 – 07/2004) <ul style="list-style-type:disc:"> <li>Developed strategic initiatives for Aon’s National Healthcare Practice to effectively leverage the health care book of business in the marketplace on behalf of Aon clients.</li> <li>Interfaced with the domestic, London, and Bermuda marketplace, negotiating innovative program structures that offered creative solutions for clients, as well as developing new product offerings for clients.</li> <li>Responsibilities included the management of Health Care Brokerage team located throughout the United States, developed best practices and templates for the Brokers to use in presenting client risks to underwriters, and created new products to provide long term solutions for clients’ evolving risks.</li> <li>Instrumental in identifying unique industry-specific concerns and developed non-conventional solutions for new business opportunities, while maintaining and exceeding the expectations of an existing client base.</li> <li>Completed the Catalyst Leadership Development program, a nine month, intense, Aon sponsored program for high potential managers. Entrance into this program required nomination from Aon senior management.</li> </ul> <br/> <strong>Alexander & Alexander Inc., (Acquired by Aon in 1997)</strong><br/> Account Executive/Vice President, Risk Management/Health Care Practice, Greenwich, CT (02/1995 - 05/1997)<br/> Account Executive, Health Care Practice, Philadelphia, PA (09/1992 - 02/1995)<br/> Account Manager, Transportation/Railroad Practice, Baltimore, MD (09/1990 - 09/1992) <ul style="list-style-type:disc:"> <li>Provided risk management consultation for large, integrated health care delivery systems with national presence.</li> <li>Coordinated activities of the account service team, maintaining the accuracy and completeness of client exposure information.</li> <li>Prepared underwriting submissions and assisted with the development of client service plans.</li> </ul> <br/> <strong>CIGNA Corporation</strong><br/> Underwriter, International Captive Department, New York, NY (07/1988 - 09/1990)<br/> Underwriter, Multiline Production Underwriter, New York, NY (02/1987 - 07/1988)<br/> Management Intern, New York, NY (08/1986 - 02/1987) <ul style="list-style-type:disc:"> <li>Performed property underwriting and financial risk analyses for multi-national risks and their captive insurance companies.</li> <li>Responsibilities included: marketing and servicing new and existing business, preparation and presentation of customized new and renewal proposals, coordination and trouble-shooting with overseas offices on behalf of captive clients.</li> <li>Client base included major New York brokerage firms and Fortune 500 insureds.</li> </ul> <br/> <strong>EDUCATION</strong><br/> Loyola College –Sellinger School of Business<br/> Master of Business Administration, Executive Program (graduated May 2002) <br/><br/> LaSalle University, Philadelphia, PA (graduated with honors 1986)<br/> Bachelor of Arts: Public Administration and English </p>

<p> Carl Metzger is a partner in the firm’s Litigation Department and is the Chair of the firm’s Risk Management & Insurance practice. His clients include both public and private companies, insurance carriers and brokerages, private equity and venture capital firms, and non-profit and educational institutions. Mr. Metzger’s experience includes securities litigation defense, financial fraud litigation, governmental and self-regulatory organization investigations, and complex business disputes. He specializes in advising clients on director and officer liability, insurance coverage matters, liability risk prevention and litigation due diligence in connection with mergers and acquisitions. Mr. Metzger has been recognized as a “Massachusetts Super Lawyer” and a “New England Super Lawyer” as published by <em>Boston</em> magazine, and has been elected as a Fellow of the American College of Coverage and Extracontractual Counsel (ACCEC). He has been a <em>Lexology’s</em> Client Choice Award exclusive winner and a Corporate LiveWire Global Award winner for expertise in his field. Mr. Metzger writes and speaks nationally on litigation-related topics, and he has been quoted in such media outlets as <em>The New York Times, The Wall Street Journal,</em> CNN, <em>The Boston Globe, The Philadelphia Inquirer, Corporate Board Member Magazine</em> and <em>CFO Magazine</em>. Throughout his career, Mr. Metzger has played leading roles in a variety of professional and civic organizations. He currently is a board member of the Professional Liability Underwriting Society (PLUS), the American Camp Association, and the Squam Lakes Conservation Society. </p>

<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>

<p> <strong>Skills and experience</strong><br/> Catherine Mulligan is the Head of Professional Liability for Zurich North America, where she manages Profit & Loss for the Miscellaneous and Healthcare Professional Liability and Security & Privacy portfolios. She was named to the position in March 2016. Previously, she was Head of Specialty Products Errors & Omissions, leading that team in double digit growth and establishing Zurich North America as a key market in the security & privacy (“cyber”) space. She has specialized in the risk management and risk transfer issues around Technology Errors & Omissions (E&O), Intellectual Property, and Security & Privacy for 20 years, both as an underwriter and a broker.<br/><br/> Prior to Zurich, Mulligan was an AVP at Chubb, where she was a regional underwriting manager in the technology division, earning her Underwriting Specialist designation with a focus on E&O. She later spent three years as a broker at William Gallagher Associates in New York, where she worked with technology and life sciences companies. She is a frequent speaker at events relating to Security & Privacy and Technology E&O issues and regularly contributes to articles and interviews for industry publications. <br/><br/> Mulligan is a key contributor for Zurich to the public sector dialogue around cyber insurance. She provided testimony on the state of the cyber insurance market at a 2015 hearing of the U.S. Senate Subcommittee on Consumer Protection, Product Safety, Insurance and Data Security in Washington, D.C., and at a 2016 hearing of the White House Commission on Enhancing National Cybersecurity. She also has presented to the Federal Advisory Committee on Insurance (FACI) and is a regular participant at Department of Homeland Security and Department of Treasury Roundtables on the topic. <br/><br/> <strong>Educational background</strong><br/> Mulligan graduated cum laude from the College of the Holy Cross in Worcester, Massachusetts, with a double major in English and women's studies. </p>

<p> Charles J. Clark, Esq. is a partner in the Washington, D.C. office of Schulte Roth & Zabel, where he represents public companies, financial institutions and accounting firms, and their senior executives in securities-related enforcement proceedings before the SEC, DOJ, FINRA, CFPB, and other federal and state law enforcement and regulatory authorities. In particular, Charles counsels hedge funds, private equity firms, venture capital funds and other asset managers through regulatory scrutiny, including consulting on routine and risk-based inspections and examinations. He defends investigations involving a broad spectrum of issues, including accounting and disclosure fraud, insider trading, foreign corruption, offering fraud, market manipulation, breach of fiduciary duty and conflicts of interest. In addition, Charles represents boards of directors and associated committees in internal investigations, and he provides guidance on corporate governance and trading practices for public companies and private funds. <br/><br/> Prior to entering private practice, Charles served as assistant director in the SEC’s Division of Enforcement, supervising the investigation and prosecution of some of the SEC's most significant matters. As assistant director, he exercised direct supervisory authority of the SEC's investigation of Enron Corp. His extensive experience at the SEC and his in-house tenure leading the litigation group at Capital One Financial Corporation gives him a unique perspective on the disclosure and governance challenges facing the publicly-traded companies, financial institutions and other regulated entities he now represents. Charles is a frequent speaker and panelist, addressing a wide variety of topics of interest to the white collar defense community. He also serves as a resource for numerous media publications, including <em>Bloomberg News, Financial Times, The Wall Street Journal, The Washington Post, USA Today</em> and <em>The National Law Journal.</em> </p>

<p> Chris Christian stumbled into insurance in 1985 as a temporary employee at GAF Insurance Services, a bank-affiliated insurance agency in San Diego. After six years with GAF, Chris moved to the carrier side, opening the San Diego branch office of RLI Corp, an underwriter of specialty lines of insurance. The San Diego office was dedicated to Directors and Officers Liability coverage, and was the launching pad for Chris’s specialization in professional liability.<br/><br/> Chris left RLI in 1997 to establish her own underwriting facility at London American General Agency and branched out thereafter into professional liability broking.<Br/><br/> Chris joined U.S. Risk in November of 2005 and six months later relocated herself, her significant other, and 26 animals to Tennessee, where she continues her pursuit of the art and science of professional liability broking, and contributes to the industry as a frequent speaker, author and association participant. <br/><br/> Chris is the publisher of PLTidBits, a website focused on professional liability broking information. You may subscribe to Chris’s periodical Knowledge Knuggets publication by visiting the site, or by emailing her at chris [at] pltidbits [dot] com or chrisc [at] usrisk [dot] com. </p>

<p> Chris Reese is Vice President, Director of Underwriting at NAS Insurance, based in Los Angeles. NAS Insurance is a unique specialty insurance market with distinct capabilities in product development, underwriting, marketing, risk management and claims handling – providing integrated insurance services to simply help our customers grow their business. As an independent underwriting manager, we have a deep roots with Lloyd’s of London and other highly rated carriers. Chris is a key management team member. Chris’ extensive background in providing insurance solutions for the healthcare industry includes leadership positions on both the underwriting and retail broker sides of our business, and experience working in the London market for a reinsurance intermediary. </p>

<p> Chris Cotterell co-founded Safeonline Ltd in 1998 as a specialist insurance intermediary focussed on the digital and e-commerce industry. <br/><br/> Having started his career back in 1984 as a North American Property broker, Chris joined Marsh and McLennan in 1987. In 1990 he joined Johnson & Higgins to set-up a financial institutions division, specialising in Worldwide liability risks (E&O and D&O), crime, Kidnap & Ransom, Malicious product tamper and recall, and left in 1998. <br/><br/> Safeonline is a Lloyds Broker with a Worldwide distribution, and a policy portfolio in excess of 15 bespoke insurance solutions. Safeonline works with Retail and Wholesale Brokers, Lloyds and London Underwriters, software and internet providers, financial and professional bodies, and security consultants in assessing and creating Policies and Products for both large and small Enterprises. As a Lloyds wholesale broker, Safeonline also specialises in all forms of E&O, Patent (Samian), Financial Institutions, Healthcare, Prize Indemnity, Life Sciences and specialist reinsurance. </p>

<p> Christopher J. Keller concentrates his practice in complex securities litigation. His clients are institutional investors, including some of the world's largest public and private pension funds with tens of billions of dollars under management. Described by The Legal 500 as a "sharp and tenacious advocate" who "has his pulse on the trends," Chris has been instrumental in the Firm's appointments as lead counsel in some of the largest securities matters arising out of the financial crisis, such as actions against Countrywide ($624 million settlement), Bear Stearns ($275 million settlement with Bear Stearns Companies, plus a $19.9 million settlement with Deloitte & Touche LLP, Bear Stearns' outside auditor), Fannie Mae ($170 million settlement), and Goldman Sachs. <br/><br/> Chris has also been integral in the prosecution of traditional fraud cases such as <em>In re Schering-Plough Corporation / ENHANCE Securities Litigation </em>($473 million); <em>In re Massey Energy Co. Securities Litigation</em>, where the Firm obtained a $265 million all-cash settlement with Alpha Natural Resources, Massey's parent company; as well as <em>In re Satyam Computer Services, Ltd. Securities Litigation</em>, where the Firm obtained a settlement of more than $150 million. Chris was also a principal litigator on the trial team of <em>In re Real Estate Associates Limited Partnership Litigation</em>. The six-week jury trial resulted in a $184 million plaintiffs' verdict, one of the largest jury verdicts since the passage of the Private Securities Litigation Reform Act. <br/><br/> In addition to his active caseload, Chris holds a variety of leadership positions within the Firm, including serving on the Firm's Executive Committee. In response to the evolving needs of clients, Chris also established, and currently leads, the Case Evaluation Group, which is comprised of attorneys, in-house investigators, financial analysts, and forensic accountants. The group is responsible for evaluating clients' financial losses and analyzing their potential legal claims both in and outside of the U.S. and track trends that are of potential concern to investors. <br/><br/> Chris received his B.S. from Adelphi University and J.D. from St. John's University School of Law. </p>

<p> Christopher Keegan is Senior Managing Director and Cyber and Technology Practice Leader at Beecher Carlson in the Executive Liability Practice. Chris places network, privacy, technology and media E&O insurance for a wide variety of companies including financial institutions, authentication providers, manufacturers, healthcare, retail and telecommunications companies. Christopher has also executed Cyber Information Risk Assessment projects and worked with regulators on evaluation of E-Business risks. <br/><br/> Prior to joining Beecher, Christopher was a National Resource at Willis for Cyber and E&O and a leader of the Information Risk Advisory Practice at Marsh focusing on Privacy, Technology, Media, Network Intellectual Property and Professional Liability insurance products. <br/><br/> Before joining Marsh, Christopher was Vice President at Zurich Reinsurance (North America) Inc., where he was instrumental in the development of the Zurich Re E-Commerce and technology reinsurance portfolio, advising the company with regard to infringements of intellectual property rights, breach of rights of privacy, electronic contracts, electronic signatures, trademarks, trade secrets, electronic attacks and electronic breaches of security. <br/><br/> Chris worked in New York and London as a lawyer in private practice from 1985 to 1999, dealing with general commercial and corporate risks, professional liability claims and reinsurance disputes. During this period, he worked on risks faced by financial institutions and technology companies, including those arising from computer crimes and Y2K dealing with matters in the United Kingdom, Europe, the Middle East, the Far East, Latin America and the United States. <br/><br/> Christopher is closely involved with the development of new insurance products designed to transfer electronic risk and is often asked to speak on these topics at seminars and functions throughout the United States and Canada. He has published a number of articles and books on privacy, intellectual property and technology and is licensed to practice law in New York, New Zealand and England. <br/><br/> Chris is a Senior Research Fellow at the University of Maryland, Smith School of Business, assisting their efforts for the Department of Homeland Security and NIST in designing assessments for Cyber and technology risk. Christopher graduated from Long Island University with a B.A. in English and a J.D. from Saint John’s University School of Law. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Claudia A. Costa is a partner in the New York office of Gordon & Rees and a member of the Employment Law, Professional Liability Defense and Commercial Litigation practice groups. Her practice focuses on the defense of private and publicly held corporations in all aspects of employment-related matters. <br/><br/> In her Professional Liability Defense practice, Ms. Costa defends lawyers, accountants, architects and insurance brokers/agents in professional malpractice suits brought against them. She also skillfully defends municipalities and townships in civil rights and municipal liability claims.<br/><br/> Ms. Costa's experience spans a range of other practice areas across the professional liability spectrum including representing private and charter schools in school leaders' liability matters. She has served as general counsel for cases involving student expulsion, pregnancy, special accommodations and allergies, course removal, and the defense of wrongful termination and discrimination claims. She is also called upon to provide advice with regard to the disciplinary action of teachers and students, protocols for handling parents, and drafting of institutional handbooks. <br/><br/> As a Commercial Litigator, Ms. Costa has represented both publicly and privately held corporations in many aspects of their business litigation, including representing members of boards of directors in class action suits and shareholder derivative lawsuits, and she has represented clients in SEC investigations. Ms. Costa is also frequently called upon to represent the Board of Directors of Homeowner's Associations. <br/><br/> Ms. Costa holds a CLM premium membership and is an active member of the Defense Research Institute, where she has served as one of the marketing chairs of the Professional Liability Section since 2013. Ms. Costa is on the New Jersey Executive Board for CLM.<br/><br/> Ms. Costa is also the associate editor of <em><a href="https://www.legalmalpracticelawreview.com/" target="_blank">Legal Malpractice Law Review</a>, which provides summaries of recent decisions across the country in the area of legal malpractice. She is joined on this website by many noted attorneys in the area of legal malpractice and ethics.<br/><br/> In 1989, Ms. Costa obtained her juris doctor from the Fordham University School of Law where she served as editor of the moot court board. She also served as a legal research assistant for Professor Daniel Capra. During this time, Ms. Costa was a legal intern for the Honorable H. Lee Sarokin in the District Court of New Jersey, and she also worked in the U.S. Attorney’s Office for the Southern District of New York in the Securities and Commodities Fraud Unit.<br/><br/> Ms. Costa is bilingual and is able to assist clients in both English and Spanish. She regularly conducts anti-harassment training in both languages. <strong>Representative Experience</strong><br/> <ul style="list-style-type:disc"> <li>Obtained dismissal and award of attorney’s fees and costs in action defending Homeowner’s Association.</li> <li>Obtained a dismissal with prejudice in a wrongful termination action against a worldwide hotel chain and its management company. The plaintiff's original $500,000 claim for alleged retaliation for the filing of repeated workers' compensation claims and for disability discrimination settled for $1,000.</li> <li>Obtained jury verdict in favor of the defense in legal malpractice action against law firm and attorney involving the leasing of a commercial facility and the sale of a fitness business and equipment.</li> <li>Claims of violations of Civil Rights against a New Jersey Municipality and its officers summarily dismissed.</li> <li>Entire lawsuit against New Jersey beach town and its officers for Civil Rights violations summarily dismissed.</li> <li>Obtained immediate dismissal of claims against New Jersey charter school for breach of contract and violations of public policy concerning termination of teacher.</li> <li>Dismissal of claims of violations of public policy; breach of contract and punitive damages asserted against a multi-state environmental remediation firm.</li> <li>Successfully prevented the individual owners of New York and New Jersey hotels and restaurants from being sued for pregnancy discrimination and violations of the Family Leave Act.</li> </ul><br/> <strong>Admissions</strong><br/> <ul style="list-style-type:disc"> <li>New York</li> <li>New Jersey</li> <li>District of Columbia</li> <li>U.S. District Court, Southern District of New York</li> <li>U.S. District Court, District of New Jersey</li> <li>U.S. Court of Appeals, Third Circuit</li> </ul><br/> <strong>Memberships</strong><br/> <ul style="list-style-type:disc"> <li>Claims & Litigation Management Alliance, Professional Liability Committee</li> <li>Defense Research Institute, Professional Liability Section</li> <li>Professional Liability Underwriting Society (PLUS)</li> </ul> </p>

<p> Cliona Levy joined the Legal Department of Marsh & McLennan Companies, Inc. in 2007. Her practice focuses on errors and omissions, broker liability and insurance coverage litigation. She provides counsel and legal support to the casualty, energy and marine practices within Marsh LLC . In addition, she supervises and manages legal staff dedicated to third party discovery response for the firm. Marsh & McLennan Companies, Inc. is a global professional services firm, offering advice and solutions in the areas of risk, strategy and human capital. It is the parent corporation of Marsh LLC, Guy Carpenter & Company LLC, Mercer LLC and Oliver Wyman Group. <br/><br/> Previously, Ms. Levy litigated commercial and insurance coverage disputes as an associate with the law firms of Thacher Proffitt & Wood and Sonnenschein, Nath & Rosenthal, LLP. She earned her J.D. in 1998 from the University of Virginia School of Law and her B.A. from Case Western Reserve University, <em>magna cum laude</em>, in 1995. She is admitted to practice in New York and New Jersey.

<p> Craig Hoffman guides companies through the response to potential privacy and security incidents, and he provides proactive counsel on the complex regulatory issues that arise from data collection and use, including customer communications, data analytics, emerging payments, cross border transfers, and security incident response preparedness. He uses his experience as a litigator and work with hundreds of companies who have faced security incidents to help clients develop a practical approach to meet their business goals in a way that minimizes regulatory risk. Craig conducts incident response workshops—built upon applicable notification laws and guidelines, "good" and "bad" examples from other incidents, and a tabletop exercise—to prepare companies to respond to security incidents quickly, efficiently, and in a manner that complies with applicable law while mitigating risk and preserving customer relationships. Craig also serves as the editor of BakerHostetler's <a href="http://www.dataprivacymonitor.com/" target="_blank">Data Privacy Monitor</a> blog. </p>

<p> Dan Knise is currently President and CEO and an equity partner of Ames & Gough. In addition to his management responsibilities, Dan devotes significant time to advising our larger law firm and design firm clients on risk and insurance issues. He is a recognized expert on risk management and insurance matters affecting professional service organizations and is often called upon to speak at industry events. <br/><br/> Dan joined Ames & Gough in 2005. Prior to that, he was working with an investment/consulting group to form new insurance entities including Restaurant Insurance Corp., a reinsurance company and underwriting manager. From 1998 through 2002, Dan led the region-wide effort to win the right to host the 2012 Olympic and Paralympic Games in Washington, D.C., Virginia, and Maryland. <br/><br/> Prior to that, Dan held various senior management positions for Marsh & McLennan and its predecessor firm, Johnson & Higgins, including head of all target marketing efforts and their Middle Market business platforms, as well as being a member of the firm's Board of Directors. Previously, Dan held senior roles for SJ Groves & Sons, a Minneapolis-based general contractor, and for the Associated General Contractors of America in Washington, D.C. He was also a manager for ALCOA in Lafayette, IN and Lebanon, PA. <br/><br/> Dan is a graduate of Cornell University and resides in McLean, VA. </p>

<p> Darin McMullen is a Senior Vice-President and E&O/Cyber Product Leader with Aon Risk Solutions. As a member of Aon’s Professional Risk Solutions Group, Darin focuses on product innovation and works closely with clients to develop effective E&O and Cyber solutions. Darin is the Chair of PRS’s Policy Committee, which is dedicated to reviewing and developing policy language with key business partners. Prior to joining Aon, Darin was a Shareholder with the law firm of Anderson Kill and represented commercial policyholders in connection with a number of lines of coverage including E&O, cyber insurance, D&O and business interruption. Darin served on American Bar Association’s Task Force on Disaster Insurance Coverage and has served as a law clerk in the US District Court for the Middle District of Pennsylvania. He is an honors graduate of University of Pittsburgh and holds his J.D. Summa Cum Laude from Widener University, where he was the Editor in Chief of the Law Review. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> David Navetta, vice chair of Cooley's cyber/data/privacy practice, is a prominent leader in privacy, information security and technology law. He has extensive experience counseling clients on novel and cutting edge data protection issues, including data breach response, cybersecurity risk management, consumer and employee privacy, incident response planning and preparedness, technology transactions, vendor management, board of director advice and consultation, regulatory investigations, litigation and due diligence in corporate transactions. David serves as a "breach coach" on an approved panel for numerous cyber insurance carriers and companies, and he has helped some of the world’s leading corporations to effectively respond to complex data security breaches and protect their enterprise. David’s clients range from startups to large Fortune 500 multinationals across a range of industries, including ecommerce, consumer products, name-brand traditional brick-and-mortar, hotels and hospitality, social media, technology, professional services, healthcare, financial institutions and energy.<br/><br/> David has served as a leader and integral member of a Chambers USA-ranked law firm he co-founded. He is known for his leadership and extensive experience in privacy and data protection law, and is recognized by Legal 500 USA as a leading lawyer for international litigation and data protection & privacy from 2016-2018, as well as by WWL:Data in the area of Information Technology and Data Privacy & Protection. He is also a Certified Information Privacy Professional (CIPP/US) through the International Association of Privacy Professionals.<br/><br/> David’s diverse legal experiences over his career have provided him with a unique perspective and pragmatic approach to enterprise security, including serving as the former US co-chair of Norton Rose Fulbright’s data protection, privacy and cybersecurity practice group; his own entrepreneurial endeavor co-founding InfoLawGroup LLP; former assistant general counsel for AIG’s eBusiness Risk Solutions Group in New York for over three years; former co-chair of the American Bar Association's Information Security Committee and former chairman of the organization’s Contracting & Risk Management Working Group; and former co-chair of PCI’s Legal Risk and Liability Working Group. <br/><br/> David speaks and writes frequently concerning technology, privacy and data security legal issues, and is frequently cited as an expert in the press and otherwise.<br/><br/> <strong>Education</strong><br/> DePaul University College of Law<br/> JD, 1996<br/><br/> Michigan State University<br/> BA, 1992, Accounting<br/><br/> <strong>Bar Admissions</strong><br/> Colorado<br/> Illinois<br/><br/> <strong>Memberships</strong><br/> International Association of Privacy Professionals </p>

David focuses his practice on general and professional liability. He spends a significant amount of time defending businesses and professionals in civil suits, including attorneys. He also speaks to groups including malpractice insurers, law schools, and organized professional associations about malpractice claim avoidance and mitigation. In his seventeen years of practice, David has tried numerous cases throughout South Carolina in the circuit and federal courts. He has an AV rating from Martindale-Hubbell and is a member of the International Association of Defense Counsel. David is a former member of the South Carolina State Bar Ethics Advisory Committee and a present member of the Judicial Qualifications Committee, which evaluates all candidates seeking state court judiciary positions. David is an active member of both the South Carolina and Georgia bars.

<p> Diane Parker is Vice President, North American Claims Group at Allied World Insurance Company. She began her career as an attorney with Ross, Dixon & Masback in Washington, D.C., where she litigated D&O and insurance coverage matters, media liability suits, and other complex civil cases. She later served as Claims Manager at Executive Risk, and then Assistant Vice President and Claim Counsel at Chubb, before joining Allied World in 2009. Diane has extensive experience litigating and managing complex D&O, E&O, M&A representations and warranties, healthcare, fiduciary, and media liability claims, as well as insurance coverage disputes, throughout the United States. Diane received her law degree, with honors, from the University of Texas, where she was elected to the Order of the Coif. She is a member of the Texas bar. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Dove A.E. Burns focuses her practice on employment law and professional liability. She has experience defending corporate clients and executives, professional service providers, multibillion-dollar international restaurant chains, hospitals, municipalities, housing authorities, nonprofits, and boards of directors in a variety of high-exposure matters.<br/><br/> She has tried numerous cases to verdict and has resolved disputes through arbitration, mediation, and conciliation.<br/><br/> Ms. Burns’ experience includes the following: <ul style="list-style-type:disc"> <li>Representing executives in matters involving allegations of wrongdoing, including claims of sexual misconduct, racial harassment, and corporate malfeasance</li> <li>Handling complex wage and hour matters</li> <li>Restrictive covenant disputes</li> <li>Securities and antitrust litigation</li> <li>Defending higher education Institutions</li> <li>Condominium/co-op law</li> <li>Defending lawyers, mental health professionals, architects, engineers, real estate professionals, property managers, and registered representatives regulated by the Financial Industry Regulatory Authority</li> <li>General liability, municipal liability, and commercial matters</li> </ul><br/> She provides proactive counsel to employers, handles employment and severance agreements, drafts policy manuals and other management documents and conducts training sessions to aide employers in minimizing and the risk of litigation.<br/><br/> <strong>Honors & Awards</strong> <ul style="list-style-type:disc"> <li>Connecticut Super Lawyers ® (2016-2017)</li> <li>New York - Metro Super Lawyers, Rising Star® (2015-2017)</li> <li>Martindale Peer Review Rating - AV Preeminent</li> </ul><br/> <strong>Professional & Community Activities</strong> <ul style="list-style-type:disc"> <li>Professional Liability Underwriting Society (PLUS) Hartford Chapter: Co-Chair, Educational Committee; Secretary, Steering Committee</li> <li>Claims and Litigation Management Alliance (CLM)</li> <li>Defense Research Institute (DRI)</li> <li>Professional Liability Defense Federation (PLDF)</li> <li>National Association of Women Lawyers</li> <li>Connecticut Bar Association</li> <li>Fairfield County Bar Association</li> <li>New York City Bar Association</li> <li>Insurance Federation of New York (IFNY)</li> </ul><br/> <strong>Education</strong> <ul style="list-style-type:disc"> <li>University of Connecticut School of Law, (J.D., 2004)</li> <li>Northwestern University, (B.A., 2001)</li> </ul><br/> <strong>Admissions</strong> <ul style="list-style-type:disc"> <li>Connecticut</li> <li>New York</li> <li>United States District Court for the District of Connecticut</li> <li>United States District Court for the Southern District of New York</li> <li>United States District Court for the Eastern District of New York</li> <li>United States Court of Appeals for the Second Circuit</li> <li>United States Court of Appeals for the Fifth Circuit</li> </ul><br/> </p>

<p> David L. Lakey, M.D., serves as Commissioner of the Texas Department of State Health Services, leading one of the state’s largest agencies with a staff of 11,500 and an annual budget of $2.5 billion. As Commissioner, Dr. Lakey oversees programs such as disease prevention and bioterrorism preparedness, family and community health services, environmental and consumer safety, regulatory programs and mental health and substance abuse prevention and treatment programs. <br/><br/> Dr. Lakey became Commissioner on January 2, 2007. Prior to becoming Commissioner, Dr. Lakey served as an associate professor of medicine, chief of the Division of Clinical Infectious Disease and medical director of the Center for Pulmonary and Infectious Disease Control at the University of Texas Health Center in Tyler. He had been a faculty member there since 1998. <br/><br/> At the UT Center for Biosecurity and Public Health Preparedness, Dr. Lakey served as associate director for infectious disease and biosecurity. He also chaired a bioterrorism preparedness committee for 34 hospitals in East Texas and led the development of the Public Health Laboratory of East Texas in 2002. <br/><br/> He earned a Bachelor of Science in chemistry, graduating with high honors from Rose-Hulman Institute of Technology in Terre Haute, Ind., and received his medical degree with honors from Indiana University School of Medicine. Dr. Lakey was a resident in internal medicine and pediatric medicine and completed a fellowship in adult and pediatric infectious disease at Vanderbilt University Medical Center in Nashville, Tenn. </p>

<p> Mr. Myers is a Vice President and currently manages the Real Estate Errors & Omissions Program for Victor O. Schinnerer and Company, Inc. Mr. Myers duties include financial management of the $35+ million Real Estate program, leading and developing staff, mentoring and coaching, managing broker and carrier relationships and working with various professional associations. Mr. Myers is the program liaison to the National Association of REALTORS® for which Schinnerer is a Member Benefit Partner. Mr. Myers is also part of Schinnerer’s Internal Audit Committee and Underwriting Leadership Group. <br/><br/> Mr. Myers began his insurance career as a personal lines underwriter with Government Employees Insurance Company in 1991. He joined Victor O. Schinnerer & Company, Inc. in 1998 as an account executive, writing professional liability coverage for architects and engineers. Mr. Myers has underwritten nearly all classes of construction industry related risks including architects, engineers, specialty consultants, environmental engineers, design build contractors and consultants. Mr. Myers has helped develop policy forms and endorsements for the construction programs, and has led teams that focused upon improving internal processes and customer relationship skills. Mr. Myers was the company liaison to the Design Build Institute of America (DBIA), and helped to launch the Mid-Atlantic Chapter of DBIA. In 2009, Mr. Myers brought his talents to Schinnerer’s Real Estate Program. <br/><br/> Mr. Myers holds a Bachelor of Science, University of Maryland, Chartered Property Casualty Underwriter (CPCU), Registered Professional Liability Underwriter (RPLU), Associate in Risk Management (ARM) and Associate in Management (AIM) designations. </p>

<p> Gary R. Shendell is a 1987 graduate of James Madison University where he received his Bachelor of Science Degree in Accounting. He obtained his juris doctorate in 1992 from the University Of Miami School Of Law. He is admitted to the Bars of the State of Florida and State of New Jersey. He is admitted to practice before the United States Supreme Court, the Federal Southern, Middle and Northern District Courts of Florida and all Circuit and County Courts in Florida. <br/><br/> In addition to serving as managing shareholder for Shendell & Pollock, Mr. Shendell continues to concentrate his practice in these litigation areas. His insurance litigation practice includes the defense of professionals, including: attorneys, accountants, architects and engineers, directors and officers, brokers-dealers, insurance agents, fiduciaries, real estate agents and title agents. He lectures on accountants' liability and risk management issues before numerous groups and firms throughout South Florida. Mr. Shendell also prosecutes and defends first party and third party coverage matters, including rescission issues. He has experience in monitoring complex matters for excess insurance carriers. He has assisted clients and carriers in their compliance with Florida's Insurance Code in order to avoid potential waiver of defenses. He also provides insurance coverage opinions, and when required, pursues actions for declaratory relief. Mr. Shendell has been involved in insurance regulatory affairs nationally. <br/><br/> Mr. Shendell devotes considerable time in matters of complex commercial litigation, including disputes in the areas of construction, contract, fraud, deceptive trade practice actions, and business torts. His construction litigation practice has involved a wide variety of construction related issues, including: construction and design defects, disputes among owners and contractors, indoor air quality and mold. Mr. Shendell utilizes his experience in tax probate and estate planning in the probate litigation arena as well. He brings to the firm a unique combination of accounting and corporate skills developed during his tenure at a corporate law firm and in public accounting with J.H. Cohn & Company in Roseland, New Jersey. This background is invaluable to his representation of individuals, private and public companies and non-profit entities in a broad range of business matters. <br/><br/> <strong>Areas of Practice</strong> <br/> Professional Liability<br/> Directors and Officers Liability<br/> General Liability<br/> Nursing Home Liability<br/> Insurance Regulatory and Gov. Affairs<br/> Construction Liability<br/> Business and Commercial Litigation & Law<br/> Real Estate & Title Litigation<br/> Transportation<br/> Securities/NASD Litigation <br/><br/> Professional Associations <br/> American Bar Association<br/> Lawyers Professional Liability<br/> Professional Liability Underwriters Society<br/> Broward County Bar Association <br/><br/> <strong>Community Involvement</strong> <br/> ABA Lawyers Professional Liability Consortium<br/> Anti-Defamation League<br/> Israel Bonds, Accountant-Attorney Committee member<br/> UJA Insurance Division Committee Member<br/> DRI Lawyers Professionalism & Ethics Committee Member<br/> Securities Industry and Financial Markets Association<br/> Boca Raton Chamber Trustee Member<br/> Council on Litigation Management<br/> Florida Super Lawyers 2010<br/> Top Lawyers in South Florida 2013<br/> Martindale Hubbell <br/><br/> <strong>Education</strong> <br/> University of Miami School of Law, Coral Gables, Florida<br/> 1992 - J.D., Doctor of Jurisprudence<br/> James Madison University, Harrisonburg, Virginia<br/> 1987 - B.S., Accounting, Cum Laude </p>

<p> As Director of Institutional Risk Management for the Dallas County Hospital District, Jai Sharma leads non-clinical loss prevention, claims management, insurance and risk financing and facilitates the entity’s Enterprise Risk Management process. <br/><br/> Prior to joining Parkland, Mr. Sharma served as the Assistant Vice President of Risk Management for MedStar Health, a multi-billion dollar system operating in Maryland and Washington, D.C. He also served as the Vice President for its offshore, captive insurance company. In 2002, Mr. Sharma began his career in risk management, serving as Litigation Director, at CHRISTUS Health, a large Catholic system operating in multiple states and in Mexico. <br/><br/> A member of the State Bar of Texas since 1990 and the Federal bar since 1992, Mr. Sharma has served as a litigator for various healthcare, retail, construction, personal injury and banking clients. Moreover, Mr. Sharma also served as a regional managing and senior trial attorney for Royal & SunAlliance Insurance Company where he led a small team of lawyers in defending policy holders throughout the State of Texas. He briefly served as an Administrative Law Judge with the State of Texas. In various States and at the federal level, he has influenced legislation by leading healthcare advocacy organizations and by testifying before various legislative bodies. <br/><br/> Jai Sharma earned his Bachelors of Arts in Journalism and Political Sciences with honors from the University of Houston and his Juris Doctorate from Tulane University School of Law School. He is a certified mediator and a certified professional in healthcare risk management (CPHRM). </p>

<p> Jeff leads Endurance’s Commercial E&O and Cyber practice, with product footprint in the MPL, Tech E&O, Insurance Agent/Broker, A&E and Cyberliability product lines. Responsibilities include production, product development and marketing/development throughout the US. During his 13+ year career in the insurance industry Jeff has focused exclusively on the Security/Privacy and Professional Liability products. <br/><br/> Prior to Endurance Jeff served as National Account practice leader and Northeast Regional Underwriting manager at Axis insurance. Prior to Axis Jeff spent 5+ years at AIG where he held a number of Regional and National underwriting managerial roles, while also having product management and development responsibilities. Jeff started in the industry at CNA, where he served as a Senior Underwriter on their Professional Lines team for 2 years focusing on MPL, technology E&O and Security/Privacy liability. Jeff holds a BA in both Philosophy and History from Purdue University </p>

<p> Jeffrey Norton joined Beazley in 2009 underwriting Technology, Miscellaneous Professional, Media Liability, Allied Healthcare Liability and Breach Response Insurance with the Private Enterprise team. Jeff also serves as Private Enterprise focus group leader for Breach Response products. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Jeffrey D. Cowhey is co-founder and President of Ambridge Partners LLC, a managing general underwriter of Transactional, Legal Contingency, Specialty Management Liability, and Intellectual Property Insurance products. Established in October 2000, Ambridge provides its clients with customized and responsive underwriting solutions for a wide variety of exposures that prevent a transaction from being completed. Ambridge’s wholly owned subsidiary, Ambridge Europe Limited is a managing general underwriter of complex risks in the United Kingdom and other countries in the European Union and is authorized and regulated by the Financial Conduct Authority. </p>

<p> Jennifer O'Neill is an insurance executive with over fifteen years of insurance experience in the insurance industry as legal counsel, product development, manager and broker. She is a strongly motivated team builder with exceptional customer focus and excellent communication and presentation skills. She is an expert in cross cultural/cross border negotiations and training.<br/><br/> <strong>Experience</strong><br/> As Regional Head of International Insurance Programs and Product Development for Allianz, Ms. O'Neill is responsible for the support, development, management and implementation of International Placement strategies for all financial liability products. She assists in the development and implementation of international training programs, coordinates communication with Allianz's claims department to keep underwriting abreast of claims trends from a global perspective, and coordinates with Global Product Development to ensure that the proper guidelines are in place for international programs. Additionally, Ms. O'Neill handles all product development of all financial lines products from inception to filing of such products with the states for North America; training seminars for underwriters and management on all financial lines products and the development of financial lines underwriting guidelines for North America; and negotiations between underwriters and brokers on coverage amendments.<br/><br/> Prior to joining Allianz in 2015, Ms. O'Neill held high level positions at Zurich from 2008 through 2015, including Senior Vice President and Head of International Placement for Specialty Products, Global Head of Product Development for General Insurance Special Lines, and Head of International Center of Excellence/Product Underwriting. She's also been employed by American International Group, Inc. and Hilb, Rogal, and Hobbs.<br/><br/> Ms. O'Neill has a Bachelor of Arts from City University of New York at the College of Staten Island, and earned her Juris Doctorate from the Brooklyn Law School. She is a member in good standing of the New York State Bar. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Jennifer currently manages a group that handles all aspects of management liability claims, including EPL, D&O, fiduciary, crime, cyber and employed attorneys. With over 20 years of experience in the insurance industry, Jennifer has managed claims for several large carriers with increasing complexities and responsibilities. She previously served as a Senior Attorney for the New York State Department of Health, handling employment law issues in the healthcare industry within New York State. She holds a Bachelor of Arts from Ithaca College and a juris doctor from Hofstra University School of Law. Jennifer is admitted to practice law in Massachusetts and New York. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Mr. van Kwawegen is recognized as one of the nation's top shareholder litigators, having served as lead counsel in a variety of securities class and derivative actions involving breaches of fiduciary duty by boards of directors and senior executives. He has successfully litigated many important cases recovering hundreds of millions of dollars for investors, improving corporate governance practices at numerous companies, and vindicating fundamental shareholder rights. Named a 2018 “Trailblazer” by <em>The National Law Journal</em> which recognized him among the top practitioners in the nation “who continue to make their mark in various aspects of legal work on the Plaintiffs’ side,” Mr. van Kwawegen also is recognized as a leading practitioner in his field by <em>Legal 500 US</em> and Thomson Reuters. A frequent speaker and author on a wide range of corporate governance and securities-related issues, he co-authored "Of Babies and Bathwater: Deterring Frivolous Stockholder Suits Without Closing the Courthouse Doors to Legitimate Claims” for the <em>Delaware Journal of Corporate Law</em> (DJCL), Vol. 40. </p>

<p> Joanne Lloyd-Bragg, Esq. is a Vice President who assists in the management of the Professional Lines Claim Department of AXIS Insurance. Joanne’s responsibilities include managing the teams that handle Employment Practices Liability, Middle Market D&O and Surety Claims. Prior to joining AXIS, Joanne was employed with Chubb, AIG, St. Paul Re and International Fidelity. During her previous employment, Joanne gained experience handling Surety, Employment, D&O and FI E&O claims. Joanne graduated from Villanova University and Seton Hall University School of Law. Prior to attending law school, Joanne was a broker at Johnson & Higgins. </p>

<p> John A. Scully is a named shareholder in Cooper & Scully, P.C., a trial and appellate law firm headquartered in Dallas, Texas with offices in Houston and San Francisco. <br/><br/> Mr. Scully is board certified in both Civil Trial Law and Personal Injury Trial Law by the Texas Board of Legal Specialization, is board certified by the American Board of Professional Liability Attorneys and has been elected to the American Board of Trial Advocates (ABOTA). He has been ranked by Chambers USA as one of the top Texas lawyers in health care, is rated AV Preeminent Peer Review by Martindale Hubbell, and has been featured in Texas Monthly’s Texas Super Lawyers every year since the inception in 2003. Mr. Scully has served as national trial counsel for birth injury, catastrophic loss and other cases for several health care systems and insurance carriers. <br/><br/> Mr. Scully received his Bachelor of Arts degree in Philosophy from DePauw University in 1979 and his law degree from the Southern Methodist University School of Law in 1982. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> John Keogh is Executive Vice Chairman, Chubb Group and Chief Operating Officer. He is responsible for all property and casualty (P&C) insurance operations of the company globally.<br/><br/> Mr. Keogh joined the company, then named ACE, in 2006 as Chairman, Insurance – ACE Overseas General. He was appointed Vice Chairman of the company in 2010, Chief Operating Officer in 2011, and Executive Vice Chairman in November 2015.<br/><br/> Before joining ACE, Mr. Keogh held a range of positions with increasing responsibility during a 20-year career with American International Group (AIG), including Senior Vice President, Domestic General Insurance, and President and Chief Executive Officer of National Union Fire Insurance Company of Pittsburgh (an AIG company) from 2000 to 2006. He began his insurance career as an underwriter with AIG in New York in 1986.<br/><br/> Mr. Keogh serves on the board of trustees of the Eisenhower Fellowships and the board of overseers for The School of Risk Management, Insurance and Actuarial Science of St. John’s University. In 2018, he was the recipient of the PLUS1 Award. He is also on the board of directors of BritishAmerican Business, the New York Police and Fire Widows’ and Children’s Benefit Fund, and the Brown University Sports Foundation.<br/><br/> Mr. Keogh holds a Bachelor of Arts degree in Economics from Brown University. </p>

<p> John J. Clarke, Jr. is co-chair of the Corporate and Securities Litigation Group at DLA Piper LLP (US). He is based in the firm’s New York office. He represents clients in complex litigation, enforcement proceedings and internal investigations involving financial institutions, securities and financial instruments, accounting issues and corporate governance disputes and in a variety of litigation matters involving the antitrust and bankruptcy laws. In recent years, Mr. Clarke has been involved in a number of significant disputes arising from failed bank receiverships. He is a frequent speaker and writer on issues involving financial institutions, corporate governance and the federal securities laws. He is the outgoing chairman of the Banking Law Committee of the Association of the Bar of the City of New York. </p>

<p> Jonathan concentrates his practice in complex, high-exposure litigation and has litigated a wide array of professional liability and commercial cases in federal and state courts, as well as arbitration forums, throughout the country. He zealously defends professionals in tort and contract actions, including attorneys, accountants, architects, engineers, directors and officers, brokers-dealers and fiduciaries. He has extensive experience with real estate actions, defending numerous parties, including real estate agents, brokers, appraisers, title and settlement agents, and lenders. He also has a real estate sales associate license in Florida. <br/><br/> Jonathan devotes considerable time on behalf of parties in complex commercial, contract, construction, fraud, inland marine cargo and copyright/trademark infringement litigation, and he has tried many cases to verdict. He brings to the firm a unique combination of business and litigation skills developed during his career. This background is invaluable to his representation of various individuals, private and public companies, including Fortune 500 corporations, and non-profit entities in a broad range of business matters. <br/><br/> Jonathan graduated from the University of Texas at Austin in 1992, where he received his Bachelor of Business Administration degree in finance. He obtained his <em>juris doctor</em> in 1996 from the University of Miami School of Law, graduating <em>cum laude</em>. Jonathan is admitted to the Bar of the state of Florida. He is also admitted to practice before the Eleventh Circuit Court of Appeals and the United States District Court for both the Southern and Northern Districts of Florida. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Jonathan Reiner, Executive Vice President of RT Specialty, currentlyruns one of the largest wholesale brokerage teams in commercialinsurance comprised of 25 highly technical financial lines specialists.This team of sophisticated brokers is projected to place over $290Mof annualized premium in to the market in 2019. <br/><br/> During their time at RT, Jonathan and team have received numerousperformance accolades including: <ul style="list-style-type:disc"> <li>Professional Liability Broker of the Year (2014, 2016, 2018)</li> <li>Broker of the Year (2015)</li> <li>Presidents Award (2017)</li> </ul><br/> Other industry awards and honors include: <ul style="list-style-type:disc"> <li>Insurance Business America - Top Specialist Broker (2019)</li> <li>Business Insurance - Wholesale Broker Team of the Year Finalist(2018)</li> <li>Insurance Business America - Top Producer (2016)</li> </ul><br/> With a deep specialized knowledge for financial lines productsincluding Directors & Officers Liability, Errors & Omissions and CyberLiability, Jonathan has been widely recognized as an industry leaderand has been interviewed several times by various insurance mediaoutlets and has appeared on numerous financial lines insurance panels.<br/><br/> Jonathan has his BA in Business Administration from Coe College inCedar Rapids, Iowa. Jonathan has been at RT since 2010, prior tohe was a member of the Chicago office of CRC insurance.<br/><br/> <strong>Education</strong><br/> Coe College, Business </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"><img src="http://plusweb.org/Portals/0/CHAPTER/Freid,%20Keith.jpg?ver=2018-11-20-125406-983" border="0" style="width:50%"/></span></span> <p> Keith Freid is the Head of Private/Non-Profit Management Liability for AIG Financial Lines. Keith’s responsibilities include developing underwriting strategies and overseeing the management of products and underwriting of exposures of Directors & Officers, Employment Practices, Fiduciary Liability and Fidelity for Private Companies and Non-Profit organizations. Prior to serving in his current role, Keith served as the Chief Underwriting Officer for the Private Company & Non-Profit Division, US and Canada. Keith began his career at AIG in 1991 in Professional Liability Claims and spent the first fourteen years of his career in various technical and management positions of increasing responsibility in Professional and Management Liability Claims. In 2006, Keith was named as the first Chief Compliance Officer in Financial Lines and he spent the next 2 years developing systems and processes to help maintain compliance with all State insurance laws. Keith joined the Private Company & Non-Profit Division in 2008 as a zonal executive responsible for the Division's underwriting regions on the east coast and assumed his current responsibilities in 2015. Keith graduated from Washington University in St. Louis with a degree in Finance. </p>

<p> Kim is Senior Vice President at Thompson Flanagan, where she advises lawyers and law firms on insurance coverage, risk management and claims processes. Kim has 26 years of professional liability experience in outside counsel, underwriting management and advisory roles. She previously managed professional liability programs at The St. Paul, GE Westport, OneBeacon and Argo Pro. Kim is the Professional Liability Seminar Vice Program Chair. </p>

<p> Kimberly Bennett Mullins is Vice President, Professional Lines Leader of the A++ rated United States Liability Insurance Group, a Berkshire Hathaway Company. United States Liability, which writes Directors & Officers, Employment Practices, Errors & Omissions and Cyber Liability. <br/><br/> Ms. Mullins brings over 13 years of experience in Professional Liability to her role leading the Directors & Officers and Employment Practices Liability product lines, as well as oversight of our regional underwriting teams at USLI. She has held various roles within Professional Lines, including Product and Team Leader of Non Profit D&O, Corporate D&O, Community Association D&O, Employment Practices Liability, Crime and Public Officials Liability products. In addition, these roles include form & rate development, risk analysis, responsibility of product health, overall profitability and growth. Ms. Mullins is also involved in infrastructure maintenance and information technology system development that enables user friendly online platforms. Her current responsibilities at USLI include management of the Professional Lines products, sales & marketing, product positioning, loss control, rate review as well as management of the underwriting teams. Ms. Mullins also currently holds the chairman position for the Mid Atlantic chapter of the PLUS organization. Prior to her career in insurance, Ms. Mullins worked in financial services and lending. She holds a BA from West Chester University. </p>

<p> Linda S. Lin is Senior Complex Claims Director at Berkshire Hathaway Specialty Insurance (BHSI). Linda supports BHSI with respect to executive and professional liability matters, including D&O, E&O, EPL, fiduciary, fidelity and cyber liability matters. Prior to joining BHSI, Linda served as Claims Officer at Liberty International Underwriters (LIU), a division of Liberty Mutual Group, where she supported LIU with respect to management liability matters. Prior to LIU, she was associated with the law firm of Willkie Farr & Gallagher LLP. She also served as law clerk to the Hon. Dora L. Irizarry, U.S. District Judge for the Eastern District of New York. Linda received her B.A. in Philosophy, Politics and Law with honors from Binghamton University and her Juris Doctorate <em>cum laude</em> from Brooklyn Law School, where she was a member of the Moot Court Honor Society. <br/><br/> Linda currently serves on the Magistrate Judge Merit Selection Panel for the Eastern District of New York. Linda is also an active leader in the Asian American Bar Association of New York (AABANY), co-chairing AABANY’s Judiciary Committee and serving on AABANY’s advisory board. From 2011-2012, Linda served as President of AABANY. In 2012, the NYC Council appointed Linda to the New York City Districting Commission, where she was responsible for redrawing the City’s Councilmanic District lines. In 2009, Linda founded the Joint Minority Bar Judicial Internship Program, which places law students in summer judicial internships. Linda also serves as a board member of the Sonia and Celina Sotomayor Judicial Internship Program. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Lisa Doherty, Founder, and CEO of Business Risk Partners (BRP) has assembled a group of talented, motivated, and experienced individuals to create a successful specialty insurance underwriting firm. <br/><br/> In 2000, Lisa and her sister, Linda Boborodea, launched BRP, a national program administrator providing specialty insurance coverage to businesses. BRP underwrites on behalf of several major carriers, providing specialty insurance products including E&O, D&O, EPLI, Cyber, and fidelity coverages. Since its inception, Lisa has led BRP in the development of an extensive, distribution network, and expanded product offering. Lisa’s commitment to technology has allowed BRP to develop a national portfolio of small/middle market commercial insurance buyers by providing excellent service and real-time information for decision-making. <br/><br/> Lisa began her insurance career as a Specialty Insurance Underwriter with AIG in New York City, then spent several years as a D&O Underwriter at Executive Risk and moved west to run the Pacific Northwest FINPRO practice of Marsh. She returned to the east coast to develop Executive Risk’s international operations. She left Executive Risk, to start BRP. <br/><br/> Lisa has a BA from Brown University with a dual concentration in International Relations and Economics. She and her partner live in Longmeadow, MA, and have 2 young sons. Lisa loves to talk insurance and wine. Whenever you talk with her, be prepared to discuss these topics. </p>

<p> Marc J. Zimet is recognized as a top civil defense attorney in the areas professional liability, construction defect litigation and employment practices liability, having (to date), obtained for his clients, defense verdicts in 25 of the 27 cases he has tried to verdict. Marc is a graduate of the University of LaVerne, College of Law and Texas State University. Marc is “AV”® rated with Martindale-Hubbell. He is licensed in California and Massachusetts and admitted to practice before the United States Supreme Court as well as all California state and federal courts. Aside from his membership and participation in local, state and national bar associations, Marc is an active member of the Claims & Litigation Management Alliance, the Defense Research Institute and the Professional Liability Underwriting Society. </p>

<p> Matt works as a broker in Aon Transaction Solutions, which serves as a national resource for Aon Risk Services across the US and North America. ATS provides services with respect to transaction liability products, including Representations and Warranty, Tax Liability, Contingent Liability, and Litigation Buyout insurance. Matt began his insurance brokerage career at Aon in 2010, broking both transaction liability products and General Partner Liability insurance for private equity funds, and Matt assumed the role of National Practice Leader for Transaction Liability in 2012. Prior to joining Aon, Matt was an underwriter and managed the Mergers & Acquisitions Insurance Group at AIG. Matt began his professional career as a corporate attorney with Proskauer Rose LLP in New York City, practicing in the M&A, hospitality and securities sectors for five years before entering the insurance field. </p>

<p> Max Perkins joined Lockton’s Global Technology and Privacy Practice in March 2015. He helps clients manage their professional liability, cyber, data breach, network security, media and other emerging intangible risks. Max is based in London and works with clients across the globe. <br/><br/> Max joined Lockton from Beazley Group, a leading global cyber security and data breach insurer. He led the development of data breach and tech errors and omissions products for Beazley’s Lloyd’s syndicate, underwrote risk management accounts and was team leader for Beazley’s London market US information security and breach response products. <br/><br/> Max’s career began at AIG and later ACE Group, where he underwrote miscellaneous professional liability and cyber liability in both the middle market and risk management segments. At ACE, Max also worked with the product management team developing solutions for cyber liability. <br/><br/> Max is recognised in the US as an expert in cyber liability insurance and speaks regularly at the largest global risk management and cyber liability conferences such as RIMS, PLUS, NetDiligence, and Advisen. He is also relied on by the media, government, and educational institutions for commentary and insight into emerging intangible risks. <br/><br/> Now based in London, Max is originally from North Carolina and a graduate of Duke University. </p>

<p> Michele Wein Layne has been the Regional Director for the Los Angeles office since 2012. Ms. Layne was an Associate Regional Director for Enforcement in the L.A. office from 2005 to 2012. She began her SEC career 17 years ago as a staff attorney in the Enforcement Division. Ms. Layne served as the Co-Acting Regional Director after the departure of prior office director Rosalind Tyson earlier in 2012. <br/><br/> During her tenure at the SEC, Ms. Layne has worked on many significant enforcement cases involving a wide variety of securities law violations. Among the cases in which she has played a leadership role was the enforcement action against Countrywide CEO Angelo Mozilo that resulted in the largest SEC penalty ever paid by a public company’s senior executive, and the CSK Auto matter that marked the SEC’s first-ever Sarbanes-Oxley Act “clawback” case against an individual who was required to return bonuses and stock profits while not personally charged for the company’s misconduct. Ms. Layne received the SEC’s 2009 Distinguished Service Award, the agency’s highest honorary award. <br/><br/> Prior to joining the SEC staff in 1995, Ms. Layne worked in private practice for 11 years at the law firms of Dewey & LeBoeuf and Buchalter Nemer. Her practice concentrated on complex business litigation. <br/><br/> Ms. Layne received her law degree from the University of Southern California. She graduated <em>magna cum laude</em> and <em>Phi Beta Kappa</em> from the University of California at Los Angeles. </p>

<p> Mike is President and Founder of Axis Insurance Services LLC and PL Risk Advisors, Inc. These companies are nationally recognized professional and Management Liability Brokers operating in all 50 states. Mike is a former practicing CPA with Coopers and Lybrand and Price Waterhouse, a former Chief Financial and Operations officer and has been a professional liability broker for over 15 years. He is a frequent publisher and speaker on professional liability topics. In 2008, Mike spoke to a PLUS forum in Philadelphia on “Real Estate and the E&O Bubble” before the bubble burst. He currently is endorsed by several large commercial real estate organizations and has written the professional liability for hundreds of commercial and residential commercial real estate firms. He has been a guest speaker and panelist for PLUS, IBANY, ExuSummit, NAI Global, Lee & Associates and a host of other organizations. <br/><br/> Mike lives in Wayne New Jersey with his wife and son. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>Nancy is in the Litigation Section, practicing in the Boston office of Mintz Levin. She is an active member in the firm’s Insurance/Reinsurance, Insurance Bankruptcy and Executive Production and Risk Management Groups. Nancy has extensive experience representing and advising primary and excess insurers on the business and legal implications of a variety of complex coverage issues involving personal, commercial and transactional lines of insurance. Nancy’s experience includes representing insurers with respect to coverage issues arising under all lines of property and casualty insurance. Her practice has involved representing insurers in state, bankruptcy and federal courts across the country. Nancy also advises with the firm’s corporate clients on a variety of insurance and risk management-related matters ranging from the evaluation and negotiation of D&O, cyber and traditional P&C insurance policies to the drafting and implementation of indemnification agreements for corporate boards. In addition to her insurance practice, Nancy’s practice includes representing clients in civil litigation, including class actions, principally in the areas of personal injury, professional liability and products liability. Nancy is the President of the Board of Trustees of the Insurance Library Association of Boston. Nancy received her CPCU designation in 2002 and served as an Executive Officer of the international CPCU Society. She is a member of PLUS’ Education Committee and past member of the New England Chapter Steering Committee. Nancy regularly speaks and writes on insurance industry issues and teaches CPCU courses to professionals. In addition to PLUS and the CPCU Society, Nancy is a member of the American College of Insurance Coverage and Extracontractual Counsel, the International Association of Defense Counsel, the Aviation Insurance Association and the Massachusetts, Women’s and Boston Bar Associations. She received her bachelor of arts from Trinity University in San Antonio, Texas and her juris doctor from Boston College Law School. </p>

<p> Nichol Bunn is a Partner in the Dallas office of Lewis, Brisbois, Bisgaard & Smith, LLP where her practice focuses on representing healthcare providers. <br/><br/> Nichol received her B.S. from the University of Texas in 1991 and her J.D. from the University of Texas School of Law in 1994 where she was admitted to the Order of Barristers. She is currently admitted to practice law in Texas; U.S. District Courts for the Northern, Southern, Eastern and Western Districts of Texas; and the U.S. Supreme Court. <br/><br/> In addition to her legal practice, Nichol has served as an adjunct professor at the University of Texas School of Law and is currently an adjunct professor at SMU where she teaches trial advocacy. Nichol also serves as a Board member and the Grants Chair for Komen – Dallas. <br/><br/> Nichol has published or presented the following: <em>The Past, Present and Future of Nursing Home Litigation; A Primer on HIPAA and Data Breaches; Mandatory Flu Vaccinations and Healthcare Workers; How the Medicare Secondary Payer Act Affects Settlements; The Effects of the Affordable Care Act on Litigation; Coming to America: The Emerging Ebola Crisis;</em> and <em>Ebola, Virus Trends and Risk Management.</em> </p>

<p> Ms. Sunar is an Assistant General Counsel in Verizon's Litigation Group. Ms. Sunar has represented various Verizon business units in complex litigation, regulatory investigations and insurance underwriting /claims handling. During her 14 year tenure with Verizon, Ms. Sunar developed extensive knowledge of Verizon's insurance programs, sales practices, operations/business processes, Code of Conduct and wireless IT/Network infrastructure. Ms. Sunar is responsible for advising Risk Management on all aspects of insurance law including underwriting and claims administration. Ms. Sunar is a certified VLSS Green Belt who successfully completed the Insurance Reimbursement work-out. In addition to being admitted to practice in New York, New Jersey and the District of Columbia, Ms. Sunar is also a Solicitor licensed in the United Kingdom, Wales and Northern Ireland. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Paul Bessette, who serves as co-chair of the Firm’s Corporate & Securities Litigation Practice, defends clients in securities and shareholder litigation, government investigations and enforcement actions, and complex business disputes throughout the United States. For more than 30 years, Paul has represented companies, officers and directors, underwriters and accountants in securities fraud class actions, shareholder derivative litigation, regulatory investigations and bankruptcy D&O litigation. He regularly works with board committees leading internal investigations and advising companies on governance and fiduciary duty issues. <br/><br/> Paul frequently speaks and writes on shareholder litigation, corporate disclosure, corporate governance and related topics. He has authored numerous securities-related articles for publications including <em>ABA Business Law Today, Insights, Financial Executive, Law360, Financial Fraud Law Report, The D&O Diary, Bloomberg Law Reports, National Underwriter</em> and <em>The Securities Reporter</em>. </p>

<p> Paul Nikhinson is a Data Breach Response Services Manager with Beazley, the pioneer and market leader in data breach response insurance. As a senior member of Beazley’s Breach Response Services Team, Paul supports Beazley insureds in all aspects of data breach investigations and has managed over 350 data breaches from initial evaluation through notification, with a specific focus on network security attacks against retail, healthcare, higher education, and financial institution clients. Paul brings that experience to bear in designing privacy risk management programs focused on helping clients minimize the odds of a data breach occurring in the first place, and establishing a framework to respond to a breach as efficiently and effectively as possible when prevention proves impossible. <br/><br/> Prior to joining Beazley, Paul practiced law with a focus on data breach response and data protection at a global law firm in San Francisco and London, where Paul advised several Lloyd’s of London syndicates on the development and implementation of data breach response insurance products. Paul also previously served as privacy counsel to a US federal agency, advising on the interplay between legal and technical security issues. Paul is a graduate of the University of California, Berkeley, the Boston University School of Law, and is recognized by the International Association of Privacy Professionals as a Certified Information Privacy Professional for the US and the EU. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Peter Biging is an accomplished trial and appellate attorney with more than 30 years of experience as a litigator in the state and federal courts of New York. His practice focuses on litigation involving directors and officers, financial institutions and defense of management and professional liability claims, including the defense of a variety of professionals against errors and omissions claims, labor and employment practices litigation, commercial litigation, municipal liability litigation, and professional liability coverage work. His E&O work includes defending insurance agents and brokers, securities brokers, lawyers, and miscellaneous professionals. Peter regularly handles complex, high-stakes commercial litigations and claims involving allegations of fraud or malfeasance, as well as litigations of non-solicitation/non-compete disputes. A partner in the firm's Manhattan offices, he heads up the Goldberg Segalla metro area Management and Professional Liability practice, and isCo-Chair of the M&PL practice group nationally. </p>

<p> Pete is Vice President and head of the Private & Non-Profit Management Liability Business Unit for Travelers Bond & Specialty Insurance, a division of Travelers Insurance Co. He is also the President of the Professional Liability Underwriting Society (PLUS) and on their Board of Trustees.<br/><br/> He began his career with Aetna in upstate NY where he was a Field Rep for the ML and Surety business. He then was promoted to various positions in their Hartford, CT Home Office and then transferred to Travelers in 1996 working in various ML management jobs. He has managed Financial Institution, Public Company, and more recently Private and Non-Profit customer businesses. He has also led a product development/management group for a period.<br/><br/> He is a graduate from Geneseo State in upstate New York and majored in Economics and Computer Science. </p>

<p> Rebecca Havlisch joined Banner Health as their Vice President of Business Health in July of 2014. She is responsible for all aspects of their corporate risk management program, including loss prevention, workers’ compensation, employee health and safety, risk financing and claims management programs. Her role extends beyond the corporate risk and safety programs to security, emergency management, environmental health and safety, records management, and privacy/HIPAA. <br/><br/> For the twelve years prior to joining Banner, Havlisch served as Senior Vice President, Insurance and Risk Management for CHE-Trinity Health. Under her leadership, the CHE-Trinity Health Risk Management Team: <ul style="list-style-type:disc"> <li>Significantly reduced the frequency and severity of professional liability claims </li> <li>Implemented a well-received insurance program for independent medical staff</li> <li>Collaborated with Clinical Operations Improvement in the institution of a multi-faceted program to create the safest environment for mothers and babies</li> <li>Achieved significant financial synergies as acquired/merged organizations joined the insurance and loss control programs.</li> <li>Increased Risk Management’s role in several critical areas including underwriting prospective physician practices, supply chain risk management, and safety huddles in all care settings.</li> </ul> Havlisch, who began her career as a staff nurse in newborn intensive care at the University of Minnesota Hospital and Clinics, has been employed in the field of health care risk management and health law, since 1987, when she obtained her <em>Juris Doctor</em> degree from William Mitchell College of Law in St. Paul, Minn. Throughout her risk management career, she has worked for multi-state integrated delivery systems and has had a great deal of experience consolidating risk management programs in recently merged and/or rapidly growing not-for-profit systems. In recent years, she has focused on bringing concepts of enterprise risk management and health productivity and wellness to health care operations. <br/><br/> Havlisch is a member of the American Society of Healthcare Risk Management (ASHRM), serving on several of that association’s task forces over the years. She has also served in a leadership role of the Catholic Risk Management Group, an organization that focuses on supporting and strengthening Catholic healthcare risk management through collaboration of Catholic system risk management leaders. </p>

<p> Rob is a recognized authority in Financial Lines, Cyber Security and Privacy Insurance. Clients appreciate Rob’s ability to optimize risk transfer and management of retained risk, while reducing their total cost of risk. His unique experience as a former Chief Underwriting Officer and Global Head of Product Development, empowers his clients with deep insights, technical proficiency, and uncommon perspective. While he may be best known for his market-changing or award-winning Financial Lines products, to clients and industry insiders, he is also known for quietly solving seemingly impossible problems and breaking through insurance placement and claims impasses. <br/><br/> At Willis Towers Watson, Rob serves as a senior, single point of contact and team leader for clients looking for expert assistance managing risk, optimizing benefits and cultivating talent. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Robbie is an experienced association executive with extensive knowledge of professional and trade associations. He joined PLUS as its CEO in 2015 after leading a successful trade association for credit unions. Robbie has led or been involved in association governance, financial, legal, lobbying, engagement, membership, education and business development efforts for almost 20 years. He’s always seeking out innovative ways for PLUS to add member value and opportunities to connect with members. Robbie is a graduate of the University of Minnesota-Morris and William Mitchell College of Law. He lives in the Twin Cities with his wife and has three children. If he’s not at work, he’s probably coaching or watching one of his kids compete in gymnastics or wrestling. </p>

<P> Robert Cap is an Account Executive with the Executive Liability Division of Risk Placement Services, Inc. in Chicago, Illinois. A licensed insurance producer in the State of Illinois, he has worked for several insurance carriers in roles such as Vice-President of Underwriting, Assistant Vice-President, Executive Director, Managing Director, Product Manager, Underwriting Team Leader, Underwriter and Senior Claims Attorney. Prior to joining the insurance industry, Robert practiced Insurance Defense Litigation in Chicago and throughout the State of Illinois. He is admitted to practice law in Illinois and maintains inactive status in Indiana. Robert has obtained the RPLU, CPCU, ARM and ASLI designations, and has served as a presenter, moderator, instructor and author for many industry events and publications. He received a B.S. in Finance from DePaul University College of Commerce in Chicago, Illinois and a J.D. from Valparaiso University School of Law in Valparaiso, Indiana. Robert is active with several Non-Profit entities, and serves as the President of the Board of a Social Service agency located in Chicago. He has a soft spot when it comes to Beagles, a trait which his two current senior canine companions quickly recognized and continuously exploit. </p>

<p> <strong>Experience</strong> <br/> Prior to joining Munich Re, Robert was a Managing Director and Marsh’s Cyber Product Leader; where his responsibilities included advising clients on issues related to intellectual property, technology, privacy, and cyber risks as well as negotiating with carriers on terms and conditions. <br/><br/> Robert was the senior vice president and Chief Underwriting Officer (CUO) of eBusiness Risk Solutions at AIG. Robert joined AIG in 1998 as legal counsel for its Professional Liability group and held several executive and legal positions, including CUO for Professional Liability and Technology. While at AIG, Robert oversaw the creation and drafting of underwriting guidelines and policies for all lines of Professional Liability. Robert was also instrumental in the development of specialty reinsurance to address aggregation of risk issues inherent in cyber, privacy and technology insurance. In addition to working with AIG, Robert has also been in private practice, principally as legal counsel to various Lloyds of London syndicates. <br/><br/> <strong>Education</strong> <br/> BA in Economics cum laude, Fordham University; JD, Fordham University School of Law <br/><br/> <strong>Affiliations</strong> <ul style="list-style-type:disc;"> <li>Spoken at various business, technology, legal, and insurance forums throughout the world</li> <li>Written, on issues effecting professional liability, privacy, technology and telecommunications, media, intellectual property, computer security, and insurance</li> <li>Admitted to practice in New York and the U.S. District Courts</li> <li>Honored by Business Insurance (2002) magazine as one of the Rising Stars of Insurance</li> <li>In 2009 & 2019, honored by Risk & Insurance magazine as a Power Broker</li> <li>In 2014, 2015 and 2016 honored by Advisen as Top Cyber Risk Broking Team</li> <li>Advisen’s Cyber Risk Champion for 2019</li> <li>2019 Toby Merrill Award for Excellence</li> </ul> </p>

<p> Robert B. Zelms is managing partner of the Scottsdale office of Manning & Kass, Ellrod, Ramirez, Trester, LLP. <br/> <br/> Mr. Zelms practices primarily in the areas of Professional Liability Defense Litigation, Lawyers Professional Liability, Real Estate Errors & Omissions, Miscellaneous Professional Liability, Insurance Agent E&O, and Accounting Malpractice. He is an author and editor of Manning & Kass’ Arizona Professional Liability and California/Arizona Legal Malpractice Newsletters. He has completed more than 25 jury trials in the State of Arizona. <br/> <br/> Mr. Zelms is admitted to the State Bar of Arizona and the U.S. District Court, District of Arizona. He is also a member of the American Bar Association, Defense Research Institute, and LawForKids.org, which provides an online legal Q&A forum for Arizona's school children. Mr. Zelms is a former Chair of the Southwest Chapter of PLUS (Professional Liability Underwriting Society). <br/> <br/> Mr. Zelms is frequently retained by insurance carriers and brokers to conduct Risk Management Audits and Peer Review Assessments of Attorneys and Law Firms related to E&O insurance renewals. Additionally, Mr. Zelms is an Instructor for the Arizona Association of REALTORS® rCRMS Risk Management Certification Program. Mr. Zelms is also a frequent lecturer on risk management/claims issues and has conducted seminars for numerous insurance carriers and companies nationwide. </p>

<p> Sally is Technical Director for Professional Liability Claims, currently focusing on Insurance Agents' E & O (including P&C and Life Agents and Brokers), Securities Dealers and Registered Reps Professional Liability, Employment Practices, D & O and miscellaneous E &0. In that capacity, she is engaged in oversight of high exposure, unusually complex or "trend" claims, training and developing claims personnel, and working closely with business partners on product and coverage form development. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> <strong>Designations:</strong><br/> Member, State Bar of Georgia, #136533<br/> Certified Insurance Counselor (CIC)<br/> Accredited Adviser of Insurance (AAI)<br/><br/> <strong>Experience:</strong><br/> Sam Stern focuses his practice in the area of Executive, Professional, Cyber and Fidelity Insurance for commercial risks in the Manufacturing, Agriculture, Financial Services, Real Estate, Legal Services, and Retail sectors. Mr. Stern guides clients through technical, legal, and risk issues in addition to the daily duties of contractual risk transfer and marketing of coverage. He regularly consults on litigation risk, contractual risk transfer, product development, and industry trends. He is a frequent speaker and presenter to numerous industry associations; most notably community banking. He served as the 2018 Chair of the Southeastern Chapter of the Professional Liability Underwriting Society (PLUS) and is a former national liaison of FuturePLUS. He is a leader in Marsh’s Financial Institutions and Cyber Centers of Excellence (COE). Mr. Stern earned his B.A. in Political Science from North Carolina State University in 2004, his J.D. from Atlanta’s John Marshall Law School in 2010, and is a member of the Georgia Bar in good standing. Sam Stern has been a member of the J. Smith Lanier & Co./Marsh & McLennan XLP Practice since 2007 and a licensed broker since 2006. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> As head of JLT Specialty's London-based Financial Lines Group, Sarah and her team work both directly with our clients and with network colleagues and independent partners to make sense of cyber, technology, and media E&O (PI) risks and create leading edge bespoke insurance solutions in the London market.<br/><br/> <strong>Career Overview</strong><br/><br/> Prior to joining JLT, Sarah spent 12 years with Aon in a variety of roles. Most recently Sarah was Aon’s Head of Cyber & Commercial E&O for the Europe, Middle East, and Africa (EMEA) Region, working with colleagues across business groups and clients in the region to identify, analyze, and drive awareness of cyber risks, exposures, and both insurance and non-insurance solutions.<br/><br/> Previously, Sarah spent seven years with Aon’s US Cyber and Errors & Omissions practice group thinking nonstop about cyber insurance way before it was cool. Her first four years at Aon were spent in the Account Management group working with large clients and developing a keen eye for excellent client service.<br/><br/> <strong>Education, Affiliations and Awards </strong><br/><br/> Sarah holds BA with Distinction from Duke University in Durham, North Carolina in 2002. She also holds an Associate in Risk Management designation and is an active member of the Professional Liability Underwriting Society, formerly as part of the Northern California Chapter Steering Committee and currently as part of the Europe Chapter Steering Committee. Sarah received a Risk and Insurance Magazine Power Broker Award in the Technology Category in 2013. Sarah is a keen supporter of diversity in the insurance industry and contributed to PLUS’s Diversity and Inclusion Initiative. She currently participates on the newly formed JLT Group Diversity committee. </p>

<p> Scott M. Kannry is the Chief Executive Officer of Axio Global. Axio is a cyber risk-engineering firm that helps organizations implement more comprehensive cyber risk management based on an approach that harmonizes cybersecurity technology/controls and cyber risk transfer.<br/><br/> Previously, Mr. Kannry worked at Aon PLC, the world’s largest commercial insurance brokerage firm, where he established and led the eastern region professional and cyber solutions team. While there, he specialized in advising firms on emerging cyber exposures and designing customized risk transfer solutions. Mr. Kannry worked with firms in all sectors but focused on critical infrastructure industries including energy, utility, and transportation.<br/><br/> Scott is a frequent speaker at industry events and has been recognized as a Business Insurance Magazine “Top 40 under 40,” broker, Risk and Insurance Magazine “Power Broker” and industry Rising Star by Reactions magazine. He received Bachelor of Science and Bachelor of Arts degrees from Case Western Reserve University, a JD from Northwestern Law School and a MBA from the Kellogg School of Management. Scott is also the author of a turnaround and sports management MBA teaching case on the Chicago Blackhawks. </p>

Senior Vice President at Aspen Insurance in Jersey City, NJ, currently overseeing Professional and Financial Liability Claims teams. I have more than 20 years of industry experience, including claims handling and supervising claim handlers of a variety of professional liability and financial liability claims, including: lawyers, accountants, broker-dealers, management liability, D&O, A&E, real estate professionals, consultants, title agents, public entities, cyber, and other miscellaneous professionals. Prior to joining Aspen, I was a manager of Professional Programs claims team at Zurich American Insurance Company. I am an attorney admitted to practice in NY and NJ and received my Juris Doctorate degree from Brooklyn Law School. I have spoken at various industry events, including the PLUS Annual Conference.

<p> Scott Kugler is a partner in Gowlings’ Toronto office and head of the firm’s National Class Actions Group. His practice emphasizes complex commercial matters, including class actions (securities and competition law/anti-trust), shareholder disputes, claims against directors/officers, and multi-faceted corporate litigation often involving the oppression remedy. Scott has been successful in obtaining excellent outcomes for his clients through litigation, negotiation, mediation, arbitration, or a combination of them depending on the nature of the dispute and the client’s preferences. He is trusted by his clients to provide clear, timely and practical advice. Scott works closely with clients to ensure that they understand the issues as well as the strategy for achieving the best possible outcome in the circumstances. Many of his clients have retained him on their most important matters. </p>

<p> Sharie Brown is a leading partner in the White Collar & Government Investigations Practice Group of Troutman Sanders. Ms. Brown represents international corporations in government investigations and conducts internal investigations, audits and transactional due diligence worldwide in the areas of the Foreign Corrupt Practices Act (FCPA), including the Dodd-Frank whistleblower program, the UK Bribery Act, OFAC compliance and international trade controls, corporate ethics and compliance, World Bank procurement frauds, the Economic Espionage Act (EEA) and USA Patriot Act anti-money laundering. She regularly represents US and non-US clients in complex matters involving the US Department of Justice, the US Department of Treasury, the US Securities and Exchange Commission, the US Department of Commerce, the US State Department, US Congressional Committees, and other local regulatory agencies. Prior to Troutman Sanders she served as a former federal prosecutor, a Mobil Oil compliance and ethics officer, and a leader of white collar and compliance practices at major law firms. Sharie is regarded as a trusted advisor, counselor and skilled investigator for board audit committees, corporate senior management and general counsels in several regions of the world. Her experience, leadership and frequent media contributions regarding corporate fraud and corruption make her an international thought leader in the field <br/><br/> Sharie has leadership roles in a number of bar and alumni legal organizations; most recently she was selected to serve as the Chair of the International Trade Committee, International Law Section for the District of Columbia’s Bar Association. </p>

<p> Sheila Hagg-Rickert is Senior Vice President and Healthcare Practice Leader for the Western U.S. for Willis and is based in Addison, Texas. She previously held positions as the senior corporate risk management executive for both for-profit and not-for-profit acute care and long-term care health systems and as a risk management consultant. She has served on the board of directors for the American Society for Healthcare Risk Management (ASHRM) and has presented and written extensively on health care risk management and health law topics. She serves as team lead and faculty for the ASHRM Academy’s Advanced Forum educational module, is faculty for ASHRM’s Enterprise Risk Management: A Business Tool for Strategic Decisions and is a contributing author of the <em>Risk Management Handbook for Healthcare Organizations,</em> 1st-6th editions and 1st and 2nd editions of <em>The Enterprise Risk Management Handbook for Healthcare Attorneys</em> published by the American Health Lawyers Association (AHLA) and is Editor-in-Chief of the upcoming 3d edition. Sheila has served on boards of directors of both captive and commercial insurance companies and of the Texas Association for Patient Access (TAPA) and is currently a member of ASHRM’s ERM Advisory Council and is Vice Chair of the ERM Task Force of AHLA. <br/><br/> Sheila holds a J.D. from the University of Iowa and Masters of Business Administration and Masters of Healthcare Administration degrees from Georgia State University and has completed the Graduate Certificate in Healthcare Corporate Compliance Program at George Washington University. She has earned Chartered Property and Casualty Underwriter (CPCU) and Certified Professional in Healthcare Risk Management (CPHRM) designations and is a Distinguished Fellow of the American Society of Healthcare Risk Management. </p>

<p> Stephen has over 30 years claims experience and his main areas of specialization include Management Liability, Professional Indemnity, Financial Institutions, Crime, Surety, Trade Credit & Political Risks. <br/><br/> He joined Zurich in 2007 as CCO for Zurich Global Corporate in the UK, and moved into the newly created role as head of Financial Lines claims for Europe in 2010, and then an expanded global role in 2012. <br/><br/> Before joining Zurich, Stephen held a number of senior technical claims and leadership roles with ACE, CNA and AIG. Stephen is based in London and is a Chartered Insurer and a Fellow of the Chartered Insurance Institute. </p>

<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>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Tom Herendeen heads up portfolio management for management liability products within Travelers’ Bond & Specialty Insurance Division. This encompasses production, profitability, strategy development and rate setting for Directors & Officers, Employment Practices and Fiduciary for Private, Non-Profit, Publicly Traded and Financial Institution customers. Most recently, Tom managed the Non-Profit D&O product line and has deep knowledge within this segment of the management liability business.<br/><br/> Tom has presented on a number of PLUS and other industry panels on a wide variety of topics including Private & Non-Profit D&O, Cyber, Miscellaneous E&O, Higher Education risks and others. He has been involved in chapter leadership for the Mid-Atlantic Chapter of PLUS and is a graduate of the State University of New York at Albany, where he completed his B.S. and M.B.A. degrees. He also holds RPLU and AFSB designations. </p>

<p> Tom Harris is a partner at Haynes and Boone, LLP and leads the firm's Mergers and Acquisitions Practice Group. He has more than 25 years’ experience in acquisitions, divestitures, securities transactions and other corporate matters. He represents both buyers and sellers in public and private sale-of-business transactions, and he also advises independent committees of boards of directors. <br/><br/> <em>Best Lawyers</em> named Tom in its 2013-15 lists of top lawyers in corporate law, while <em>D Magazine</em> listed him as a 2015 "Best Business Lawyer in Dallas" in mergers and acquisitions. Tom also was named a 2015 BTI Client Service All-Star by BTI Consulting Group. </p>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Tony Galban is Senior Vice President and Product Manager, responsible for the Chubb’s North American Financial Lines Directors & Officers (D&O) business. <br/><br/> Widely sought as an industry speaker, author, and commentator on D&O liability, Tony served as a co-chair of the Professional Liability Underwriting Society’s (PLUS) D&O Symposium from 2008 to 2011. He was also named Advisen’s U.S. D&O Industry Person of the Year in 2015.<br/><br/> Tony previously worked in various D&O underwriting capacities for Executive Risk, which was acquired by Chubb in 1999. Before that, he worked for nine years at Aetna Life & Casualty as both a casualty underwriter and as a senior product specialist for general liability coverages.<br/><br/> Tony is a graduate of Wesleyan University in Connecticut. </p>

<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>

<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Wendy J. Mellk is a Principal in the New York City, New York, office of Jackson Lewis P.C. Since joining the firm in October 1996, she has concentrated her practice in employment litigation and counseling employers on a full range of workplace issues including wage and hour compliance.<br/><br/> Ms. Mellk's litigation practice includes the defense of employers in single and multi-plaintiff actions before state and federal courts, the American Arbitration Association and administrative agencies such as the Equal Employment Opportunity Commission and the New York State Division of Human Rights on claims of discrimination (gender, race, age, religion, national origin, sexual orientation), sexual harassment, breach of contract, retaliation, violation of whistleblower protections and wage/hour laws, and wrongful discharge and related tort claims (invasion of privacy, defamation, interference with business relations, misrepresentation, and fraud). She also has handled appeals before the Second Circuit Court of Appeals and the New York State Appellate Division.<br/><br/> She has represented numerous clients in national collective actions under the FLSA for overtime compensation and has experience in all aspects of class action cases, including developing litigation strategy, overseeing class-wide discovery, preparing potential exposure analyses, opposing class certification, interviewing witnesses, defending and taking depositions and retaining experts.<br/><br/> In her counseling practice, Ms. Mellk advises employers on issues such as wage and hour, disability management, reductions in force, privacy in the workplace, terminations without litigation, restrictive covenants, best practice employment policies, hiring and separations, and performance management. She also conducts management training for employers on a wide variety of employment law topics. Ms. Mellk regularly is invited to lecture on the FLSA, ADA, FMLA, and Title VII and other employment-related issues.<br/><br/> <strong>Litigation Experience</strong><br/> Ms. Mellk's litigation practice includes the defense of employers in single and multi-plaintiff actions before state and federal courts, the American Arbitration Association and administrative agencies such as the Equal Employment Opportunity Commission and the New York State Division of Human Rights on claims of discrimination (gender, race, age, religion, national origin, sexual orientation), sexual harassment, breach of contract, retaliation, violation of whistleblower protections and wage/hour laws, and wrongful discharge and related tort claims (invasion of privacy, defamation, interference with business relations, misrepresentation, and fraud). She also has handled appeals before the Second Circuit Court of Appeals and the New York State Appellate Division.<br/><br/> <strong>FLSA Collective Actions Experience</strong><br/> Ms. Mellk has represented numerous clients in national collective actions under the FLSA for overtime compensation and has experience in all aspects of class action cases, including developing litigation strategy, overseeing class-wide discovery, preparing potential exposure analyses, opposing class certification, interviewing witnesses, defending and taking depositions and retaining experts.<br/><br/> <strong>Advice and Counsel Experience</strong><br/> In her counseling practice, Ms. Mellk advises employers on issues such as wage and hour, disability management, reductions in force, privacy in the workplace, terminations without litigation, restrictive covenants, best practice employment policies, hiring and separations, and performance management. She also conducts management training for employers on a wide variety of employment law topics. Ms. Mellk regularly is invited to lecture on the FLSA, ADA, FMLA, and Title VII and other employment-related issues.<br/><br/> <strong>Education</strong><br/> Brooklyn Law School<br/> J.D., 1993<br/> Hirschfeld Prize for Excellence<br/><br/> University of California, Los Angeles<br/> B.A., 1988<br/><br/> <strong>Admitted to Practice</strong><br/> 2nd Circuit Court of Appeals, 2005<br/><br/> New York - E.D. N.Y., 1994<br/><br/> New York - S.D. N.Y., 1994<br/><br/> New York - W.D. N.Y., 2002<br/><br/> New York, 1994<br/><br/> <strong>Honors and Recognitions</strong><br/> <em>Best Lawyers</em>, 2019 </p>