2022 PLUS Conference
Join us for the 35th Annual PLUS Conference in San Diego!
Start Date - End Date
November 08, 2022 - November 11, 2022
Registration Deadline
Tuesday, November 08, 2022

Register today!
View full Conference details here
View the attendee list in Excel here
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Registration Fees
Price Description | Amount |
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Registration (price starting Sept 17th) | $1395.00 |
Early Registration (price through Sept 16th) | $1150.00 |
Future PLUS Registration (must be 35 or younger) | $750.00 |
Available Functions
Tuesday - November 08 | ||
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11:30 am - 7:30 pm | ||
Registration Open |
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7:00 pm - 9:00 pm | ||
Pre-Conference Party Featuring Dueling Pianos Hosted by the Future Plus And DEIA Committees |
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Wednesday - November 09 | ||
7:00 am - 5:00 pm | ||
Registration Open |
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9:00 am - 5:00 pm | ||
Connections Lounge Open Open to all registered attendees |
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11:30 am - 12:30 pm | ||
RPLU Celebration Invitation only for incoming RPLU/RPLU+ designees |
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12:30 pm - 1:30 pm | ||
Networking & Engagement Welcome Hosted by Future PLUS & DEIA Committees We’re kicking off the 2022 PLUS Conference with some fun and helping you create connections. This fast-paced, lively, interactive session will get you moving before the Conference even begins. We promise you come away knowing a little more about PLUS and Conference, making at least eight new connections, and possibly even winning some prizes. Snacks and beverages will be provided! |
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1:30 pm - 2:30 pm | ||
Sponsor-Led Session Presented by Marsh | Navigating the Broadening Regulatory Landscape Directors and Officers face greater scrutiny than ever before. There has been a lot of activity at the Securities Exchange Commission (SEC) since the beginning of the Biden Administration. SEC Chairman Gary Gensler has been outspoken on several issues with the stated goal of sharpening investor protection. This focus has resulted in the agency establishing an Environmental, Social, Governance (ESG) Task Force and proposing a number of rules on topics ranging from Special Purpose Acquisition Companies (SPACs), to cyber and climate disclosures. Join this session for an overview of the broader implications of this regulatory activity on companies' disclosure practices, insurance placements, and the liability risk landscape. We'll cover the threat of investor litigation flowing from increased disclosure obligations. And we'll explore ESG-related litigation to date and how successful cases have been in defeating companies’ motions to dismiss and obtaining a settlement. |
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Sponsor-Led Session Presented by Starr Companies | Crypto Coverage Concerns in a Developing Environment Our presenters will focus on the developing regulatory landscape and industry ecosystem for firms engaging with digital assets. The focus will be on how carriers and brokers are helping to facilitate solutions. |
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2:45 pm - 4:30 pm | ||
Opening General Session featuring Keynote Speaker, Ron Howard Ron Howard, Academy Award-winning filmmaker and one of this generation’s most popular directors, will join PLUS for an exclusive interview at the Opening General Session. |
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5:30 pm - 7:30 pm | ||
PLUS Welcome Reception |
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Thursday - November 10 | ||
7:30 am - 8:30 am | ||
Attendee Breakfast |
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7:30 am - 5:45 pm | ||
Registration Open |
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8:00 am - 4:00 pm | ||
Connections Lounge Open Open to all registered attendees |
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8:30 am - 9:30 am | ||
CE/CLE Session | Cyber Insurance - Duckling or Swan? The scope and nature of cyber incidents regularly change. The insurance industry has, of course, worked to anticipate those changes. But as adjustments are made, does cyber coverage pull away from or overlap other coverages? Is the nature of cyber claims changing? This panel will address the conditions shaping cyber insurance, the growing pains and friction as the cyber sector integrates with other lines, potential data, capacity, and concentration issues, and the factors affecting the future of the sector. |
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CE/CLE Session | Fact or Fiction About the D&O Market As the pandemic wanes, a risk-laden economic landscape marked by stock market volatility, runaway inflation, supply chain issues, and labor shortages is affecting not just businesses, but board members and managers, who face a surge of potential lawsuits. What are the knock-on effects for the D&O industry? With this backdrop, the panel will be asked a series of questions, offering a variety of perspectives, on rate trends, SPACs, the impact of new market entrants, ESG, cybersecurity, securities class action litigation, derivative litigation, etc. to explore and discover what fact is and what is fiction. |
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9:45 am - 10:30 am | ||
Sponsor-Led Session Presented by Travelers | Woodward on Washington: An Economic, Public Policy & Political Outlook Joan Woodward, Executive Vice President of Public Policy at Travelers, will share her annual economic, public policy and political outlook in this data-driven presentation. She will also discuss the most pressing challenges facing Congress and the Biden Administration today. What do higher interest rates, coupled with the highest inflation rates in 40 years mean for your business? Will legislation recently passed by Congress, such as the Inflation Reduction Act of 2022 and the CHIPS Act, bring relief to consumers and businesses? Joan will explore those issues, as well as the outcome of the mid-term elections and what it might mean for insurance, tax policy, and the economy. Also, as President of the Travelers Institute, Joan will give a preview of the Institute’s 2023 initiatives. |
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Sponsor-Led Session Presented by CNA | Where Does Tech E&O Stop and Cyber Liability Begin? While both Tech E&O and standalone cyber policies can cover data breaches, the similarities and differences between the two coverages my not be apparent. This presentation will compare Tech E&O to standalone cyber, looking at the benefits each provide, and conveying what would (and would not) be covered in a few real world claims examples. We’ll share how these coverages can work in tandem to more fully protect a business then either policy could do alone. |
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10:45 am - 11:30 am | ||
Sponsor-Led Session Presented by Aon | Creating Value Via Intellectual Property In 1975, approximately 85% of the S&P 500's value was derived from tangible assets. Today, over 90% of the S&P 500's value is derived from intangible assets, and Intellectual Property is leading this evolution. However, until recently, the insurance industry has lagged at creating ways to help companies, identify, protect, and access this asset. This session will discuss creative ways that companies can protect and leverage their core asset, intellectual property. |
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Sponsor-Led Session Presented by Canopius | Climate Change - It's the End of The World As We Knew It! A heartwarming dialogue on climate change. We will opine on the basics of climate change and how it is becoming an increasingly relevant part of discussions in the underwriting and brokering process and how we are seeing it manifest itself in claims. |
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11:45 am - 1:30 pm | ||
Women's Leadership Network Luncheon with Awards & Keynote Speaker, Lori Greiner Lori Greiner, inventor, entrepreneur, and Shark on ABC’s Shark Tank, will be the keynote speaker at the Women’s Leadership Network Luncheon. Join us to hear Lori discuss her personal journey and share lessons learned from her years as a highly successful inventor and businesswoman. |
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1:30 pm - 2:15 pm | ||
Sponsor-Led Session Presented by Great American Insurance Company | EEOC Impact on EPLI Claims The EEOC has been faced with one of its most challenging periods in recent times based on ongoing concerns involving harassment and the “me too” movement, “Black Lives Matter” and concerns of systemic discrimination, and issues that have arisen based on COVID-19 and the pandemic. In this session, you will be provided with insights and updates on what is happening at EEOC headquarters and in the field, review charge activity, litigation statistics and noteworthy EEOC settlements, gain insights on the agency’s continued focus on systemic claims, and learn about ongoing challenges involving ADA claims, including the status of telework tied to requests for reasonable accommodations, aside from other recent developments that may be of concern to carriers and insureds. Insights also will be provided regarding the EEOC’s current priorities, key initiatives and the EEOC’s current approach to EEOC investigations. |
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Sponsor-Led Session Presented by Westfield Specialty | Beware the Gray Rhinos Is the obsession with cyber attacks and stock drops causing underwriters to lose focus on the basics of underwriting? The session examines whether critical E&O and D&O exposures are being overlooked due to headline underwriting. Our discussion includes commentary from the brokerage market, as well as active E&O, D&O and Cyber underwriters on the potential long term industry impact of overlooking systemic risk. |
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2:30 pm - 3:30 pm | ||
CE/CLE Session | Never-Ending Story: Exposures Facing Fiduciaries and Their Insurers Fiduciaries are facing unprecedented exposure to litigation from plan participants for alleged breach of duties under ERISA in the management of 401(k) and 403(b) plans. These "excessive fee" class action suits include allegations ranging from excessive recordkeeping fees or underperforming investment options to the use of investment options with high expense ratios. Over the course of the last sixteen years, over $1B has been paid to settle these claims and defense costs are not included in that figure and the litigation has had a significant impact on the fiduciary liability insurance marketplace. In addition to the excessive fee litigation, there is now increased scrutiny promised by the DOL targeted at emerging exposures to 401(k) plans arising out of crypto currency and ESQ-related investment options. This panel of industry leaders will provide an update on the status of the excessive fee litigation, provide insight into any emerging trends, comment on the impact of the Supreme Court's ruling in the Northwestern University case, and look at the future of crypto and ESG as investment options in employer sponsored defined contribution plans. |
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CE/CLE Session | Waking the Beast: The Claims Process in a Post-Pandemic World This presentation will analyze and compare the various issues we face in a post pandemic world as it relates to all aspects of claims management and defense work. |
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3:45 pm - 4:45 pm | ||
CE/CLE Session | Industry Leaders: Evolution of the Insurance Market Professional and financial lines Insurance continues to grow in importance and significance to carriers and brokers throughout the U.S. and the world. In this session, professionals that began their careers in professional lines who now oversee multiple facets and many insurance lines of their multi-national carrier or broker companies, will discuss ongoing and future trends in the insurance industry and for specific insurance lines. It will identify trends and provide strategies to address pain points in lines of coverage such as D&O, EPL, and Cyber. This session will examine external factors impacting the industry and insurance lines such as increased cyber security concerns, social inflation, civil unrest, social justice, diversity & inclusion, ESG, and global insurance trends. |
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4:45 pm - 5:45 pm | ||
PLUS Happy Hour With special guest appearance by Friday's keynote speaker, Cobi Jones. Open to registered attendees only |
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Friday - November 11 | ||
7:45 am - 10:30 am | ||
Registration Open |
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8:00 am - 9:00 am | ||
Attendee Breakfast featuring Cobi Jones US soccer legend and 2011 Soccer Hall of Fame inductee, Cobi Jones, will share his experience as a 3 time World Cup Player, Olympian, founding player of Major League Soccer, broadcaster, and his role as analyst with the upcoming FIFA World Cup. |
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8:00 am - 10:15 am | ||
Connections Lounge Open Open to all registered attendees |
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9:30 am - 10:30 am | ||
CE/CLE Session | EPL Wheel of Fortune - COVID Conundrums & Judicial Quandaries The indelible mark left by the COVID pandemic has revolutionized the workplace. Employers face vexing questions and an unprecedented number of requests for remote work and other accommodation. Simultaneously, a limited and challenging labor market resulting in the Great Resignation has complicated the employment landscape. At the same time, Supreme Court decisions are putting into question a various employment laws and regulations. This presentation will discuss new legislation and loss controls as a result of COVID and the changing judicial landscape. We will provide a roadmap for the most precarious areas for employment law in 2022 and what to expect in 2023. |
Speakers
Name | Organization | Speaking At |
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Aileen Smith (PANELIST) | XL Insurance Bermuda Ltd. | CE/CLE Session | EPL Wheel of Fortune - COVID Conundrums & Judicial Quandaries |
Annamaria Landaverde (PANELIST)
<p>
Ms. Landaverde joined the Munich Re, US Reinsurance Division in September 2017. Based in Princeton, NJ, she is responsible for the profit and growth of the Cyber Reinsurance portfolio and US team, with a focused emphasis on strategy and product development. She is also an active member of the Munich Re Cyber Global Line of Business Board.
<br/><br/>
Prior to joining Munich Re, Ms. Landaverde served as Cyber Practice Leader for a multi-line MGA and a global insurer Starr Companies, responsible for the day to day management and development of the Cyber product in each role. Earlier in her career, Ms. Landaverde served as Professional Liability Team Lead for small business clients and National Accounts Underwriter, both at AIG.
<br/><br/>
Throughout her career, Annamaria has held various positions handling Global to SME business for both Professional Liability and Cyber products. Ms. Landaverde holds a B.A. from Pace University, NYC.
</p>
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Munich Re US | CE/CLE Session | Cyber Insurance - Duckling or Swan? |
Barry Postman (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Barry Postman is a Board Certified Civil Trial Attorney, who provides counseling and defense in the areas of professional malpractice, including the representation of doctors, lawyers, accountants, brokers, title agents and insurance agencies, as well as liquor liability defense, employment litigation, condominium and homeowners association matters, securities litigation, insurance coverage, trucking claims defense, class action, bad faith/extra-contractual liability, commercial banking and financial litigation, trademark/intellectual property, hospitality industry defense, land use litigation and real property disputes, and corporate litigation. Mr. Postman also devotes his practice to construction litigation and risk management counseling, including the representation of design professionals in professional liability claims, developers, contractors, and subcontractors in construction defect claims. He has experience handling Errors and Omissions claims, including those brought against insurance brokers and agents. He is an active participant in the firm’s SIU Fraud Division representing carriers by bringing affirmative complaints and counterclaims on their behalf.<br/><br/>
He is the managing partner of the firm’s West Palm Beach office where he has seen the growth of that office from 6 lawyers to over 50. He is considered preferred trial counsel by a number of publicly traded companies and insurance carriers.
</p>
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Cole, Scott & Kissane P.A. | CE/CLE Session | Waking the Beast: The Claims Process in a Post-Pandemic World |
Beth Goldberg (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Beth Goldberg is Chief Underwriting Officer of Financial Lines and is responsible for the quality and strategy for Public, Private, and Not-for-Profit risks for Commercial and Financial Institutions, including the Directors & Officers Liability, Employment Practices Liability, Fiduciary, and Crime for primary and excess products. <br/><br/>
Prior to joining Starr, Beth served as Senior Vice President, Head of Middle Market and Regional Financial Services at a global insurance company. Her focus areas were Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime, Bankers Professional, Security & Privacy and Kidnap & Ransom. She has also held a number of management positions within various executive liability divisions including Head of Public Markets. <br/><br/>
Beth often contributes to industry publications and speaks at industry events. Beth is also an active member of PLUS, and currently serves as the Vice Chair of the PLUS Eastern Chapter and as a President on the PLUS Foundation Board. Beth received a Bachelor’s of Science from University of Massachusetts, Amherst.
</p>
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Northwell Health | CE/CLE Session | Fact or Fiction About the D&O Market |
Christine Williams (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
<strong>Responsibilities</strong><br/>
Christine is the Global Specialty Product Leader for Commercial Risk Solutions. As the leader of global specialty, Christine oversees globally the Financial Services Group, Professional Services Group, Cyber, Surety, Trade Credit, FI vertical and IP. In addition to managing the Global Specialty products, Christine also manages senior client and insurer relationships.
<br/><br/>
<strong>Experience</strong><br/>
Global Expertise in Directors’ and Officers’ Liability, Professional Liability, Employment Practices Liability, Fiduciary Liability, Commercial Crime, Cyber, FI and Transactional Liability.
<br/><br/>
Christine has worked at Aon for 20 years in various leadership roles in the US and London and was recently promoted into the Global Specialty Leader role. Prior to joining Aon, she spent five years in Asset Management at Citigroup (Salomon Smith Barney).
<br/><br/>
<strong>Professional Affiliations</strong><br/>
Business Insurance America-Elite Women 2020 recipient <br/>
AIG Financial Lines Broker of the Year 2020 recipient<br/>
Power Broker recipient <br/>
The Bridge-Co-Founder and President-non for profit that supports female talent in the insurance industry <br/>
Statesmen Foundation-Board Member <br/>
ACP-Mentor of veteran’s
</p>
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Aon | CE/CLE Session | Industry Leaders: Evolution of the Insurance Market |
Claudia Oliveri (PANELIST)
<p>
Claudia Oliveri is an Assistant Vice President for EPL Claims at Starr Adjustment Services, Inc., the claims adjusting division of Starr Companies. She manages a nationwide team that handles EPL claims. Prior to joining Starr Companies, Claudia was an attorney who represented insurers in the domestic and London markets, and monitored and handled casualty, financial and professional liability claims. Claudia received her B.A. from Fordham University and her J.D. from New York Law School. She is admitted to practice law in New York and Connecticut.
</p>
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Starr Adjustment Services Inc. | CE/CLE Session | EPL Wheel of Fortune - COVID Conundrums & Judicial Quandaries |
Doru Gavril (PANELIST) | Freshfields Bruckhaus Deringer US LLP | Sponsor-Led Session Presented by Marsh | Navigating the Broadening Regulatory Landscape |
Dove Burns (MODERATOR)
<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>
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Obermayer Rebmann Maxwell & Hippel, LLP | CE/CLE Session | EPL Wheel of Fortune - COVID Conundrums & Judicial Quandaries |
Emily Seymour Costin (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Emily Seymour Costin is the leader of the firm’s ERISA Litigation practice team. Emily represents employers, plan sponsors, insurers, and fiduciaries in litigation over benefits and fiduciary matters under ERISA, including those involving investments, excessive fees, employer stock actuarial factors, benefit termination, and health benefits. She has a track record of advising diverse groups of clients in other types of disputes involving employment, labor, securities, and health care, as well as cases involving insurance, contracts, and professional malpractice. She’s experienced in managing administrative claims and appeals, and responding to government audits, investigations, and subpoenas. Emily also counsels clients on ERISA fiduciary best practices and other litigation avoidance strategies.
<br/><br/>
Emily was one of five nationally recognized lawyers named a “Rising Star” by <em>Law360</em> in the field of employee benefits in 2018 and is recognized by The Best Lawyers in America© in Litigation - ERISA. She is the former chair of the American Bar Association’s Joint Committee on Employee Benefits (JCEB), a member of the editorial advisory board of the <em>Benefits Law Journal</em>, and a contributing author to the BNA treatise on ERISA Litigation.
<br/><br/>
Emily is a national co-chair of the firm’s Women’s Initiative and participates on the firm’s Diversity Steering Committee.
<br/><br/>
<strong>Professional & Community Engagement </strong>
<ul style="list-style-type:disc;">
<li>American Bar Association, Joint Committee on Employee Benefits, past chair </i>
<li>American Bar Association, TIPS Employee Benefits Committee, past chair </li>
<li>National Association of Women Lawyers </li>
</ul>
<strong>Court Admissions </strong>
<ul style="list-style-type:disc;">
<li>U.S. Court of Appeals for the Second Circuit </li>
<li>U.S. Court of Appeals for the Fourth Circuit </li>
<li>U.S. Court of Appeals for the Fifth Circuit</li>
<li>U.S. Court of Appeals for the Eighth Circuit </li>
<li>U.S. Court of Appeals for the Ninth Circuit </li>
<li>U.S. Court of Appeals for the Eleventh Circuit </li>
<li>U.S. Court of Appeals for the District of Columbia Circuit </li>
<li>U.S. District Courts for the District of Maryland, District of Columbia, Eastern District of Wisconsin, and the Central, Southern, and Northern Districts of California </li>
</ul>
<strong>Education </strong>
<ul style="list-style-type:disc;">
<li>The George Washington University (J.D., 2005) </li>
<li>University of Pennsylvania (B.A., 2000) </li>
</ul>
<strong>Admitted to Practice </strong>
<ul style="list-style-type:disc;">
<li>District of Columbia </li>
<li>California </li>
<li>U.S Supreme Court</li>
</ul>
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Alston & Bird LLP | CE/CLE Session | Never-Ending Story: Exposures Facing Fiduciaries and Their Insurers |
Gregory Spore (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
<strong>CURRENT RESPONSIBILITIES</strong><br/>
Gregory Spore is the US FINPRO Placement Leader. He is responsible for approximately $1 Billion in premium for Marsh?s Financial and Professional (FINPRO) Practice including directors and officers, employment practices liability, fiduciary liability, crime, and kidnap and ransom. He oversees twenty eight professional brokers. <br/><br/>
As a Placement Specialist Gregory works with the FINPRO Advisory Specialist to structure and market a program tailored to the clients needs. Additional responsibilities include delivery of market intelligence, creation of market capacity, monitoring of market developments, and fostering market relationships. <br/><br/>
Gregory also supports FINPRO in the area of analytics, providing Marsh clients and prospects with data and insights to help them make informed decisions about how to manage their risk.<br/><br/>
<strong>EXPERIENCE</strong><br/>
Gregory joined our firm in 1997. Prior to Marsh, he worked at Chubb within the Executive Protection Practice handling Directors and Officers business.<br/><br/>
<strong>EDUCATION</strong><br/>
BA in political science and international relations, Northwestern University - Evanston IL<br/><br/>
<strong>AFFILIATIONS</strong><br/>
Board of Trustees, Trinity-Pawling School - Pawling NY
</p>
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Lockton Companies | CE/CLE Session | Fact or Fiction About the D&O Market |
James Pollock (PANELIST) | Simmons & Simmons LLP | CE/CLE Session | Waking the Beast: The Claims Process in a Post-Pandemic World |
Japhet Boutin (PANELIST) | Zurich North America | CE/CLE Session | Waking the Beast: The Claims Process in a Post-Pandemic World |
Jeffrey Klenk (PANELIST)
Jeffrey Klenk is the Executive Vice President responsible for Travelers’ Management Liability businesses. His responsibilities include the worldwide underwriting, strategy and product management of Travelers’ portfolio of management liability and crime products.
Prior to joining Travelers in 1999, Mr. Klenk spent five years with Executive Risk, a Simsbury, CT based professional liability insurer. While there, he held positions of increasing responsibility including Senior Underwriter in the Lawyers Professional Liability Unit, Regional Underwriting Manager in the Commercial Directors & Officers Liability Unit, and Director of Product Management.
Before entering the insurance industry, Mr. Klenk practiced law with the Washington, D.C. law firm of Comey & Boyd. He is a recognized industry authority on professional liability products, frequently speaking at seminars and conferences inside and outside the insurance industry. He has been quoted extensively in periodicals such as The Wall Street Journal, The Journal of Commerce, Business Insurance, Risk & Insurance, The Insurance Journal, Time and The Hartford Business Journal. He has also appeared on CNN, CNBC, NBC News, “Up to the Minute” on CBS, the “O’Reilly Factor” on the Fox News Network, CBS Radio, and NPR’s “All Things Considered.”
Mr. Klenk has been an active member of the Professional Liability Underwriting Society (PLUS) since joining the insurance industry in 1994. He helped form the Hartford Chapter of PLUS, helped start the PLUS EPL Symposium, served as a PLUS trustee from 2001-2007, and was President of the Society in 2006. Mr. Klenk has also actively served the PLUS Foundation, the philanthropic and community outreach arm of PLUS, including two terms as the Foundation’s President. He was awarded the PLUS Founder’s Award in 2011.
Mr. Klenk graduated from the Florida State University in 1990, magna cum laude, with a degree in Political Science. He received his J.D. from the National Law Center at George Washington University in 1993.
|
The Travelers Companies, Inc. | CE/CLE Session | Industry Leaders: Evolution of the Insurance Market |
John Lupica (PANELIST) | Chubb Group | CE/CLE Session | Industry Leaders: Evolution of the Insurance Market |
Jonathan Reiner (PANELIST)
<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>
|
RT Specialty | CE/CLE Session | Fact or Fiction About the D&O Market |
Kelly Castriotta (PANELIST)
<p>
As Global Cyber Underwriting Executive at Markel, Kelly leads the global underwriting strategy for cyber risk impacting all lines of business as well as the affirmative cyber products underwriting strategy for Markel. Kelly is a problem solver who plays a key role in analyzing and developing best underwriting practices as well as the development and implementation of new product ideas. As a recognized industry leader, Kelly won the Business Insurance 2020 Breakout Award and was selected as Co-Chair, American Bar Association Tort Trial and Insurance Practice Section. She served as Editor-in-Chief of the Journal of High Technology Law and has been quoted in the New York Times and Reuters on the topic of ransomware. Kelly is a founding member of <em>Chief</em> and resides in Chicago with her husband.
</p>
|
Markel | CE/CLE Session | Cyber Insurance - Duckling or Swan? |
Kimberly Melvin (MODERATOR)
<p>
Kimberly M. Melvin is a partner in the Washington, D.C. law firm of Wiley Rein LLP, where she is a co-chair of the firm’s insurance practice. Ms. Melvin is also member of the PLUS Board of Trustees. She regularly counsels professional liability carriers on both coverage and underlying liability issues and has particular expertise in D&O and fiduciary liability insurance, insurance bankruptcy issues and the mediation of large, complex professional liability claims. Ms. Melvin has been listed by <em>Chambers USA</em> as one of "America's Leading Lawyers for Business" in Insurance since 2018. In 2013, Ms. Melvin was named to <em>Business Insurance</em> magazine's list of "Women to Watch."
</p>
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Wiley Rein LLP | CE/CLE Session | Never-Ending Story: Exposures Facing Fiduciaries and Their Insurers |
Marek Krowka (PANELIST) | AIG | CE/CLE Session | Fact or Fiction About the D&O Market |
Marina Llata (PANELIST)
www.linkedin.com/in/marinallata
|
Berkley Professional Liablity | CE/CLE Session | Never-Ending Story: Exposures Facing Fiduciaries and Their Insurers |
Michael Price
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Michael is Chief Operating Office for General Insurance. General Insurance (GI) is a leading provider of insurance products and services for commercial and personal insurance customers, with 2018 Net Written Premiums of $26B. GI is one of the world's most far-reaching property casualty networks, with extensive operations in North America, Europe, Latin America, the Middle East and Asia/Pacific.<br/><br/>
As COO, Michael is responsible for ensuring the operational effectiveness of General Insurance, driving its technology strategy, and leading transformation across the global business. Prior to this, Michael was Deputy Chief Underwriting Officer for General Insurance. He helped implement General Insurance’s underwriting framework and guidelines to be aligned with AIG’s overall risk appetite and ensure global consistency across the organization.<br/><br/>
Before joining AIG, Michael held positions of increasing responsibility at Arch Insurance Group (U.S.), Inc. He was Executive Vice President and Chief Underwriting Officer from 2014 to 2018, where he was responsible for underwriting in all business units across the U.S. and Canada. Additionally, he served as Senior Vice President of Operations and oversaw workflow standardization, data analytics and business systems integration for Arch’s U.S. underwriting operations from 2012 to 2014. <br/><br/>
Michael’s roots are in the Professional Liability industry, having started his career as an Executive Protection underwriter at Chubb. He spent the first 18 years of his career in the Professional Liability space overseeing books of business in Financial Institutions, Alternative Asset Protection, Public & Private D&O, Cyber and E&O at Arch, the Hartford, National Union (AIG), Reliance and the Chubb Group.<br/><br/>
Michael is an active member of PLUS, having spoken on panels, as a member of the Eastern Chapter, and as past President of the PLUS Foundation.<br/><br/>
Michael is a graduate of Boston College with a B.A. in Economics and a minor in Computer Science.
</p>
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AIG | CE/CLE Session | Industry Leaders: Evolution of the Insurance Market |
Michelle Sartain
<p>
<strong>CURRENT RESPONSIBILITIES</strong>
<br/>
Michelle is the Regional Specialty Leader for the US/Canada division. In this role Michelle is responsible for delivering specialization to our clients in the construction, energy and power, private equity, transactional risk, credit specialties, marine, aviation and FINPRO businesses. Michelle is also a member of the US and Canada executive committee.
<br/><br/>
<strong>EXPERIENCE</strong>
<br/>
Prior to her appointment Michelle was the FINPRO Practice Leader for the US and Canada, responsible for building resilient teams, driving growth and client innovation in the management liability and cyber business.
<br/><br/>
Michelle has more than 25 years of insurance broking and risk consulting experience with Marsh in a variety of client-facing and leadership roles. Her leadership responsibilities include recruiting and leading teams, setting and executing evolving strategies, delivering financial results, leading diverse teams in multiple geographies, and delivering differentiated value to Marsh clients.
<br/><br/>
Michelle’s prior roles include being Marsh’s US Sales Leader; in this role she led business’ sales strategy and propelled the growth of the US business. Prior to this she was the New York Metro sales leader; in this role, she successfully grew the regions business by 100% and led the country in growth year-over-year for her final two years in the role. Her prior experiences include leading Marsh’s US financial and professional private equity team, and the financial and professional Tech/Media/Telecom Center of Excellence. Across all of her roles she has been responsible for streamlining and delivering best practices and overseeing the delivery of exceptional client service. Michelle currently resides in Marsh’s New York office where began her career. During 2000, Michelle worked in Marsh’s London office.
<br/><br/>
<strong>EDUCATION</strong>
<ul style="list-style-type:disc;">
<li>BA in political science, University of San Diego, California</li>
</ul>
</p>
|
Marsh | CE/CLE Session | Industry Leaders: Evolution of the Insurance Market |
Nicole Sheth (PANELIST)
<p>
Nicole is a partner whose practice focuses on Employment Practices Litigation, Directors and Officers Liability, and Insurance Coverage matters, particularly in the area of Employment Practices, Directors and Officers, Errors and Omissions and General Liability.
<br/><br/>
She represents insurers in all aspects of claims handling and coverage issues. Her experience includes complex exposure assessments of claims in California and throughout the country, handling all aspects of defense issues and monitoring, representation of insurers at mediation, negotiation of settlements and policy drafting.
<br/><br/>
Nicole currently serves on the PLUS Board of Trustees as 2023 President Elect. Formerly, she served on the Board of Trustees as Vice President and Secretary - Treasurer.
<br/><br/>
<strong>Practice Areas </strong>
<br/>
Employment Practices Litigation
<br/>
Directors and Officers Liability
<br/>
Insurance Coverage
<ul style="list-style-type:disc;">
<li>Commercial General Liability </li>
<li>Contractors </li>
<li>Cyber Liability </li>
<li>Directors and Officers </li>
<li>E&O and Professional Liability </li>
<li>Employment Practices Coverage </li>
<li>Healthcare Coverage </li>
<li>Pollution Liability</li>
</ul>
<br/>
<strong>Education </strong>
<br/>
Washington University, School of Law, J.D., 2007
<br/>
University of Michigan, B.S., 2004
<br/><br/>
<strong>Bar and Court Admissions </strong>
<br/>
California
<br/>
U.S. District Court - Central District of California
<br/><br/>
<strong>Other Professional Affiliations </strong>
<br/>
American Bar Association
<br/>
Professional Liability Underwriting Society
<ul style="list-style-type:disc;">
<li>Board of Trustees Secretary-Treasurer </li>
</ul>
Committee Member of the Professionals’ Officers’ and Directors’ Liability Committee in the Tort Trial &
Insurance Practice Section (TIPS)
<br/>
Committee Member of Cyberspace Law Committee in the Business Law Section
</p>
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Kaufman Borgeest & Ryan LLP | CE/CLE Session | Waking the Beast: The Claims Process in a Post-Pandemic World |
Peter Woo (PANELIST) | Jackson Lewis, LLP | CE/CLE Session | EPL Wheel of Fortune - COVID Conundrums & Judicial Quandaries |
Rachel Rossini (PANELIST) | AXA XL | CE/CLE Session | Cyber Insurance - Duckling or Swan? |
Rebecca Dauparas (PANELIST)
<p>
<strong>Areas of Responsibility</strong><br/>
Rebecca Dauparas is a Client Advisor in Gallagher’s Management Liability Practice. She draws on product expertise and extensive client servicing experience to provide executive liability consulting and brokering services to a mix of Fortune 500 corporate and financial institution clients. She is in Gallagher’s Chicago office and serves as national practice leader for Fiduciary Liability.<br/><br/>
<strong>Experience</strong><br/>
Rebecca brings 20 years of experience in the insurance industry, both in underwriting and brokering. Prior to joining Gallagher she served as the Fiduciary Liability Practice Leader for CNA Insurance, overseeing the national Fiduciary Liability portfolio including profitability and product development. She was a frequent speaker on Fiduciary Liability and ESOPs at industry conferences. Previously she also underwrote Directors & Offices Liability, Employment Practices Liability, Fiduciary Liability, Crime and Kidnap & Ransom at both CNA and Travelers. Rebecca’s experience includes underwriting publicly traded companies, financial institutions, private companies as well as non-profit entities. <br/><br/>
She began her career at The Northern Trust Corporation in the Large Corporate division, serving as a Trust Officer / Relationship Manager for Fortune 500 multinational ERISA customers. <br/><br/>
<strong>Education and Professional Designations</strong><br/>
University of Illinois, Urbana-Champaign, IL<br/>
<em>B.S., Finance and Management Information Systems</em><br/><br/>
<strong>Affiliations</strong>
<style="list-style-type:disc">
<li>Professional Liability Underwriting Society (PLUS)</li>
<li>National Center for Employee Ownership (NCEO)</li>
</ul>
</p>
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Gallagher | CE/CLE Session | Never-Ending Story: Exposures Facing Fiduciaries and Their Insurers |
Richard Goldberg (MODERATOR)
<p align=left><span style="color:#080000;font-size:9.00pt;">Richard Goldberg is a partner in the Philadelphia office?of Lewis Brisbois and a vice chair of the Data Privacy & Cybersecurity Practice. Richard has investigated cyber and intellectual property crimes, and aided victims of those crimes, for over two decades as one of the U.S. Department of Justice’s specially trained cybercrimes prosecutors. While a cybercrime prosecutor, he also served as Chief of many different sections of the U.S. Attorney’s Office in Philadelphia, including Economic Crimes, and as Chief of Trials, supervising the trials of all criminal cases charged by one of the country’s largest federal prosecution offices.? </span></p>
<div align=left> </div>
<div> </div>
<p align=left><span style="color:#080000;font-size:9.00pt;">As a member of the Data Privacy & Cybersecurity Practice, Richard manages data privacy and security crises on a daily basis.?He has managed all types of digital crises, including international incidents affecting millions of consumers. He also served as a Crisis Management Coordinator for the Department of Justice. In that capacity, he was the chief attorney preparing federal, state, and local agencies for National Special Security Events (major public events of international significance considered?by the government to be terrorism targets) and then managing those events. These included the Presidential nominating conventions of both parties and a visit by the Pope to Philadelphia. He has repeatedly been tasked to teach others how to prepare for these events. He has also trained law enforcement agencies nationally on preparation for and response to mass protest.? </span></p>
<div align=left> </div>
<div> </div>
<p align=left><span style="color:#080000;font-size:9.00pt;">He has been a point of contact for the FBI, Secret Service, Homeland Security, IRS, and private industry for system intrusions, identity theft, money laundering, intellectual property thefts and other frauds, and digital crime emergencies. He advised these agencies, investigated and tried cases, argued appeals, and organized and directed task forces. His law enforcement efforts and writing have been included in The President’s Identity Theft Task Force Report and U.S. Department of Justice publications. </span></p>
<div> </div>
<p align=left><span style="color:#080000;font-size:9.00pt;">As a Fulbright Specialist for the U.S. Department of State, he has lectured on cybercrimes in Hong Kong. For many years he has also been an adjunct professor at Villanova Law School, teaching application of the Fourth Amendment to computers and cyberspace, as well as operation of the Stored Communications Act and other constitutional and regulatory frameworks. He has also served as a regular lecturer for the U.S. Department of Justice on high tech crimes, crisis management, and trials at the national prosecutor’s school. </span></p>
<div align=left> </div>
<div> </div>
<p align=left><span style="color:#080000;font-size:9.00pt;">A frequent speaker at national and local conferences, Richard has received numerous accolades from the Department of Justice, FBI, the Secret Service, the Postal Inspectors, and the U.S. Marshals throughout his career.</span></p>
<div align=left> </div>
<div> </div>
<p align=left><span style="color:#080000;font-size:9.00pt;">Prior to his federal service, he served in the Philadelphia District Attorney’s office as the Deputy in charge of the Investigations Division and as a line prosecutor.? </span></p>
<div> </div>
<p align=left><span style="color:#080000;font-size:9.00pt;"> </span></p>
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Constangy, Brooks, Smith & Prophete, LLP | CE/CLE Session | Cyber Insurance - Duckling or Swan? |
Robbyn Reichman (PANELIST)
<div><span style="font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"></span></span></div>
<p><span style="font-size:9.00pt;"><span style="font-size:9.00pt;">Robbyn S. Reichman has been with Aon for 21 years and is the firm’s Global Specialty Claims Officer. Robbyn oversees key claims services and activities for Commercial Risk clients for the various lines of coverage identified as global specialty products, which includes cyber, intellectual property, financial lines, professional lines, crisis management, credit solutions and surety. Robbyn provides claims advocacy support on a wide range of matters and strategic direction to Aon’s specialty claims practice groups globally.<br/><br/>Robbyn has over 25 years of experience in the insurance industry, including most recently a leadership position in Aon’s Financial Services Group. Prior to joining Aon, Robbyn was in private practice in New York City where she represented insurers in connection with director and officer and other professional liability claims. Robbyn graduated from Brandeis University with a Bachelor of Arts and received her J.D. from New York Law School. Robbyn is a frequent speak on management liability and specialty claim-related issues and is a member of the New York State Bar Association and Professional Liability Underwriting Society.</span></span></p>
|
Aon | CE/CLE Session | Waking the Beast: The Claims Process in a Post-Pandemic World |
Shawn Ram (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Shawn is currently Head of Insurance at Coalition, a company founded at the intersection of the insurance and cyber security industries by a team of insurance, technology, and intelligence community veterans. Prior to joining Coalition, Shawn served as Managing Director and National Technology Practice Leader of Aon, responsible for the growth, brokerage, product development and service of the firm’s technology customers. In addition, Shawn was the Executive Managing Director and Western Regional Manager for Crystal & Company while also having national responsibility for the company’s Technology Industry Practice. Shawn has managed client relationships of Fortune 100 and middle market clients for over a decade. He has been quoted in many publications including the Wall Street Journal, Business Insurance, Property and Casualty 360, and World Risk and Insurance News. Shawn was named one of Business Insurance magazine’s 2013 ’40 under 40 Broker Leaders’ and has been a finalist for Power Broker of Risk & Insurance Magazine. Shawn received his Bachelor of Arts from Brigham Young University.
</p>
|
Coalition, Inc. | CE/CLE Session | Cyber Insurance - Duckling or Swan? |
Talene Carter (PANELIST)
<p>
Talene Carter is the National Employment Practices Liability (EPL) Thought & Product Leader in the FINEX North America Practice. In this role, she has responsibility for developing innovative, industry leading employment practices liability solutions, as well as the creation and delivery of relevant thought leadership and advice to national and global clients. Talene is also a frequent lecturer and author on employment practices liability issues. <br>
In addition to being the EPL Product Leader, Talene is also a Claims Advocate in the FINEX Claims & Legal Group where she provides claims advocacy for clients in the areas of: Directors & Officers, Fiduciary, Employment Practices, Errors & Omissions, Cyber and Fidelity. She handles all aspects of the claims process, including advising clients on coverage, best claims practices and advocating on the client’s behalf for maximum recoveries. <br>
Prior to joining WTW, Talene worked in private practice as an Attorney starting in 2003. From 2003 to 2008, she practiced in Pennsylvania where she represented companies in commercial litigation matters. In 2008, she moved to a law firm in New York where she represented insured and self-insured companies in general liability matters until 2014. During her time as a practicing Attorney, Talene handled all aspects of litigation from inception to trial in the state and federal courts of Pennsylvania and New York. Talene has extensive experience litigating matters in state and federal court.<br>
Talene received her Bachelor of Business Administration in international business with a minor in Spanish from Loyola University in Maryland, and her Juris Doctorate from Villanova University School of Law. Talene is admitted to practice law in the state and federal courts of New York, New Jersey and Pennsylvania.
<p>
|
WTW | CE/CLE Session | EPL Wheel of Fortune - COVID Conundrums & Judicial Quandaries |
Wendy Von Wald (PANELIST) | Travelers Bond & Specialty Insurance | CE/CLE Session | Never-Ending Story: Exposures Facing Fiduciaries and Their Insurers |
Yera Patel (PANELIST)
<div style="text-align:cen+1:4ter;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"><img src="http://plusweb.org/Portals/0/CHAPTER/Patel,%20Yera.jpg?ver=2018-11-28-124820-590" border="0" style="width:50%"/></span></span> </span></div>
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Inigo | CE/CLE Session | Fact or Fiction About the D&O Market |
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San Diego, CA 92101
Materials
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Session materials will be uploaded the week of the Conference
View the CE/CLE approval chart
This chart lists states in which PLUS has filed and/or been approved for CE/CLE credit