2018 PLUS Healthcare and Medical PL
2018 PLUS Healthcare and Medical PL Symposium
Start Date - End Date
March 20, 2018 - March 21, 2018
Registration Deadline
Monday, March 19, 2018
The 2018 PLUS Healthcare & Medical PL Symposium is your conduit to success in the Medical PL marketplace, bringing hundreds of industry practitioners to one place to network and connect. The education sessions focus on the hot topics shaping coverage for the years to come, and feature thought-leaders you want to hear.
Position yourself for success in the ultra-competitive Medical PL marketplace and register today for this cutting-edge PLUS event. We'll see you in Chicago!
Registration Fees
| Price Description | Amount |
|---|---|
| Non-Member Regular Registration | $1140.00 |
| Non-Member Early Registration | $980.00 |
| Member Regular Registration | $920.00 |
| Member Early Registration | $760.00 |
Available Functions
| Tuesday - March 20 | ||
|---|---|---|
| 8:30 am - 8:45 am | ||
|
Welcome and Opening Remarks
Event Chairs: |
||
| 8:45 am - 9:45 am | ||
|
MPL Market Update
The MPL market continues to evolve and all segments of the market have their own unique opportunities and challenges. Bill Burns of Conning will discuss recent MPL insurance industry financial results and the key drivers of these results. The session will provide Conning’s perspective on what the future might hold for the MPL market and how agents, brokers, carrier staff and providers can prepare for challenges they will likely face. |
||
| 10:15 am - 11:15 am | ||
|
Hospitals & Physicians: Black Coffee, No Sugar, No Cream
Integrated delivery systems have been aggressively acquiring physician practices in order to align patient goals and to satisfy new accountable care standards. The trend has stalled according to the AMA. Pricing pressures are abound. Excess pricing is pennies on the dollar. Terms and conditions are wide open. Yet liability issues are growing because of the changing face of the institutional policy holder. There is much to discuss. |
||
| 11:15 am - 1:00 pm | ||
|
Luncheon with Keynote Address by Meredith R. Harper, Chief Information Privacy & Security Officer for Henry Ford Health System
|
||
| 1:15 pm - 2:15 pm | ||
|
Life Sciences: The Intersection of Professional Liability & Products Liability
Navigating this healthcare segment is very complex. This panel will address the varying exposures in each segment of business (biotech/pharma, medical devices, clinical trials, nutraceuticals), what lines of business are considered and what are the emerging litigation risks and complexities (class actions, significant defense costs). The panel will discuss how this exposure is managed in the hospital setting. Lastly, the panel will also discuss regulatory considerations (FDA), corporate governance/compliance and ethical considerations and exposure to domestic and foreign risk, product recall, and doctors going rogue. |
||
| 2:45 pm - 3:45 pm | ||
|
Miscellaneous Facilities: Everyone in the Pool!
This is the area of growth for medical professional and commercial carriers alike. This segment consists of a broad class of insureds with a diverse hazard composition. The panel will discuss the approach to these risks with the challenge of little public information. The panel will look at the broad class grouping & underwriting challenges (terms and conditions, reemergence of Occurrence form, inconsistent rating approach - is it revenue, visits, beds? Issues associated with Public/Private/Not-for-profit, lack of uniform standard policies/ procedures, reliance on mid-level providers, influx of private equity, batch claims). |
||
| 4:00 pm - 5:00 pm | ||
|
Managed Care Errors & Omissions: Healthcare on the Forefront of the Nation's Mind
In the uncertain healthcare environment, Managed Care Organizations are at the forefront of the political debate due to changes and potentially more changes in the Affordable Care Act. As a result, healthcare is experiencing transformational change, driven by unrelenting financial pressure and the pace of technology. Therein, healthcare delivery models are evolving from a fractured, highly inefficient, fee for service delivery model to a more integrated system of providers providing care across the healthcare delivery spectrum. |
||
| 5:15 pm - 7:15 pm | ||
|
Opening Night Reception |
||
| Wednesday - March 21 | ||
| 8:30 am - 9:30 am | ||
|
The Challenges of LTC in a Dynamic Market
The panel will look at the current market, consider differentiation of types of risks (for-profit vs. not-for profit/religious affiliated, SNF vs. ALF) and frequency and severity climate. The panel will also look at Jurisdictional issues (state by state tort reform, impact of elder abuse/dependent adult statutes), regulatory climate (payment scheme, difference in ALF state regulatory framework, staffing) and coverage (interplay of PL and GL coverage, punitive damage potential). The panel will also consider if surveys are a reliable predictor of loss. |
||
| 9:45 am - 10:45 am | ||
|
Healthcare D&O/EPL Healthcare professionals and their organizations face many exposures beyond medical malpractice. This panel discussion will explore the current state of the market for healthcare D&O and employment practices liability insurance, emerging theories of liability, typical program structures, and underwriting hot buttons. Moderator:Kimberly Holmes, Esq., RPLU, Vice President, Healthcare/Cyber Liability, TDC Specialty Underwriters Panelists: Michael Blanchard, Partner, Morgan, Lewis & Bockius, LLP Debra Ellwood Meppen, Partner, Gordon Rees Scully Mansukhani LLP Beth Strapp, Senior Vice President, Berkley Healthcare Financial Lines Trevor Weyland, Senior Vice President, Arthur J. Gallagher |
||
| 11:00 am - 12:00 pm | ||
|
Healthcare Interlude: Swimming Upstream
The combination of unrelenting financial pressure and healthcare reform is transforming the way healthcare is financed, delivered and consumed. This transformation is being propelled, in large part, by significant trends that are changing healthcare’s essential risk profile and challenging the market’s ability to respond.
Moderator: Mike Midgley, VP, Healthcare Risk Engineering, Swiss Re Corporate Solutions Panelists: Peter Cridland, Assistant Vice President, TransRe Sam Mezzich, President, Coverys Specialty Insurance Company Eric Paynter, CPCU, RPLU, Vice President, Hanover |
||
Speakers
| Name | Organization | Speaking At |
|---|---|---|
| Andrew Charron (PANELIST)
<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 Healthcare, Mr. Andrew Charron has developed the strategy, underwriting guidelines and budget for writing medical malpractice risks for CapSpecialty. In addition, he is responsible for the directing of the day-to-day operations including staff hiring and oversight. <br/><br/>
Prior to joining CapSpecialty, Mr. Charron was with Darwin/Allied World for the previous ten years with the most recent title of VP, Medical Product Lead. He has been in the medical malpractice underwriting space since 1992. Andrew has a BS in Business Administration from University of New Hampshire.
</p>
|
CapSpecialty | Miscellaneous Facilities: Everyone in the Pool! |
| Arthur Seifert (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Arthur B. Seifert<br/>
President, Glatfelter Program Managers<br/>
38 Years in Insurance, 6 Years at Glatfelter Insurance Group
<ul style="list-style-type:disc">
<li>Company Underwriter, Reliance 1979-1984</li>
<li>Large Account Multi-Line Underwriter, Reliance 1984-1986</li>
<li>Retail Producer, retail commission in 3 years, 1986-1989</li>
<li>Founded and sold Consulting Company; Professional Insurance Purchase 1989-1992</li>
<li>Founded and sold Financial Consulting Firm; Seifert, Chao LTD 1990 - 1994</li>
<li>Founded and sold Lighthouse Underwriters, CEO 1992 - 2006</li>
<li>President, US Risk Underwriters 2006-2009</li>
<li>Chief Underwriting Officer, US Risk Group 2006-2009</li>
<li>CEO, Bunker Hill Underwriters 2009 - 2011</li>
<li>President, Glatfelter Program Managers, 2011 - Present</li>
<li>President of GIG Retail 2017</li>
</ul><br/>
<strong>Current Responsibilities</strong><br/>
Management oversight of each Program budget, including agency profit and loss, work closely with direct reports in the planning and implementation of sales and marketing objectives, policies and programs, and the promotion of associate development. Management oversight of two large regional insurance agencies.<br/><br/>
<strong>Education</strong>
<ul style="list-style-type:disc">
<li>Colgate University, B.A. Philosophy, 1979</li>
</ul><br/>
<strong>Professional Designations/Affiliations</strong>
<ul style="list-style-type:disc">
<li>Chartered Property Casualty Underwriter (CPCU)</li>
<li>Certified Insurance Counselor (CIC)</li>
<li>Registered Professional Liability Underwriter (RPLU)</li>
</ul><br/>
<strong>Community Involvement (Current)</strong>
<ul style="list-style-type:disc">
<li>York Symphony Board of Directors</li>
<li>United Way of York County, Board of Directors and Executive Committee</li>
<li>Pennsylvania Coalition Against Rape, Board of Directors</li>
<li>Emeritus Board Member Target Market Administrators Association</li>
</ul><br/>
<strong>Community Involvement (Past)</strong>
<ul style="list-style-type:disc">
<li>Past President Target Markets Administrators Association</li>
<li>Colgate University Alumni Association Board, Regional VP</li>
<li>Center for Non-Profit Law, Board of Directors</li>
<li>Turtle Creek Manor, Board of Directors</li>
</ul>
</p>
|
Glatfelter Program Managers | The Challenges of LTC in a Dynamic Market |
| Beth Strapp (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"><img src="https://plusweb.org/Portals/0/Images/Strapp,%20Beth.jpg?ver=2021-03-08-105327-310" border="0" style="width:50%"/></span></span> </span></div>
<p>
Beth joined W. R. Berkley in August of 2016 and now heads the Berkley Healthcare Financial Lines team formed in 2018 as Senior Vice President, Financial Lines Managing Director. She brings healthcare knowledge and leadership experience gained from her twenty-five plus years in the insurance industry.
<br/><br/>
Prior to joining Berkley, Beth was Senior Vice President at Chubb, Ltd, where she served as the Global Financial Lines Healthcare Segment Leader for sixteen years. Previously, Beth held various healthcare underwriting, product leadership and management positions at Executive Risk, Inc. and Chubb & Son having joined Executive Risk, Inc. in 1995. Beth began her career at the Travelers Insurance Company in 1990 in their managed care division in service and underwriting roles.
<br/><br/>
Beth earned her B.S. in Education from Keene State College (University of New Hampshire). She is a member of ASHRM and PLUS.
</p>
|
Berkley Healthcare | Healthcare D&O/EPL |
| Bill Burns (KEYNOTE)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Bill Burns is a Director on Conning’s Insurance Research team. His main coverage areas are medical professional liability, commercial auto, and reinsurance. Prior to joining Conning, Bill was the head of reinsurance loss reserving at Everest Re. Bill has served as the chief actuary at two medical professional liability companies and is a frequent speaker at industry conferences. In 2019, he was appointed to an advisory panel that will provide counsel on financial risk resulting from the US healthcare system’s transition from fee-for-service to value-based reimbursement. Bill is an Associate of the Casualty Actuarial Society, a Member of The American Academy of Actuaries and a graduate of Seton Hall University with a BS in Mathematics.
</p>
|
Conning | MPL Market Update |
| Bruce Dmytrow (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Bruce Dmytrow is senior vice president for Chicago-based CNA and has been with CNA since 1995. Bruce is responsible for leading the CNA Global Healthcare Customer Segment, providing insurance solutions and services to aging services organizations, allied healthcare facilities, hospitals and physicians. Prior to his underwriting appointment, Bruce was responsible for overseeing the enterprise-wide risk control strategic direction and day-to-day operations for the CNA Healthcare, Professional Services and Financial Institutions Customer Segments in the United States, Canada, and Europe.
</p>
|
CNA | The Challenges of LTC in a Dynamic Market |
| Daniel Wittenberg (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Dan Wittenberg’s practice is concentrated on representing manufacturers and distributors of products across a vast array of industry sectors including: life sciences, medical technologies, pharmaceutical, consumer products, appliances, fall protection, food, healthcare products, heavy equipment, oral and personal care products, power generation and timber. He regularly defends these companies in product liability litigation as well as counsels these businesses on agreements, risk avoidance/management strategies, labeling and marketing materials, instructions for use, as well as recalls and regulatory matters, including those involving the FDA and CPSC. Dan has served as national counsel for major medical device manufacturing concerns and regional as well as local counsel in mass tort cases. He has attained certification as a Global Regulatory Affairs Compliance Professional (GRACP). Dan also works with entities in technology transfer and intellectual property matters including university technology commercialization, litigation, licensing and agreement negotiations. He also represents individuals and companies in commercial litigation. Representative clients also include renewable/clean energy companies, such as a leading manufacturer of solar cells, panels, inverters and imaging detectors, as well as one of North America's largest wind energy companies.<br/><br/>
Dan is a Co-Chair of the firm’s Pharmaceuticals and Medical Devices Industry Group, is listed in The Best Lawyers in America®, Product Liability Litigation - Defendants and named by LMG as a Life Sciences Star. He is Peer Review Rated AV Preeminent in Martindale-Hubble and currently assisting clients throughout the Western United States including Arizona, California, Colorado, Nevada and Utah.<br/><br/>
<strong>Education</strong><br/>
University of Denver College of Law (J.D., 1991)<br/>
University of Colorado (B.A., 1987)
</p>
|
Snell & Wilmer, LLP | Life Sciences: The Intersection of Professional Liability & Products Liability |
| Debra Ellwood Meppen (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Debra Ellwood Meppen is a litigation partner and the Chair of the Firm's National Labor and Employment Law Practice Group. She also heads the Firm's Women's Initiative, the Firm's women's organization developed to support and encourage female attorneys on leadership and professional growth.<br/><br/>
Ms. Meppen represents employers and management in all aspects of Federal and California employment matters. She has an active employment litigation and counseling practice defending both private and public entities against claims of discrimination, retaliation, FMLA, wrongful termination, defamation and harassment claims. In addition, Ms. Meppen has handled, and is currently handling, large scale class action litigation throughout California and nationwide. Her client list encompasses numerous industries including Hospitality, Retail, Pharmaceutical, Medical, and Entertainment.<br/><br/>
Ms. Meppen has successfully handled all types of employment cases in both state and federal courts, as well as in administrative settings before the DFEH, EEOC, DLSE, and OSHA. She has tried numerous cases to successful verdict.<br/><br/>
She regularly counsels employers on hiring practices, terminations, workplace investigations, reductions in work force issues, and litigation avoidance practices. Her counseling work further includes the negotiation of separation and executive employment agreements, and drafting industry-specific employment handbooks, policies, and procedures. Ms. Meppen is routinely called upon to speak on topics such as recent developments in employment law, cutting edge settlement techniques, and women's issues. She also conducts leadership training and sexual harassment prevention training.<br/><br/>
Ms. Meppen is also actively involved with the Firm's Diversity Committee.<br/><br/>
<strong>Education</strong>
<ul style="list-style-type:disc">
<li>J.D., Southwestern University School of Law, Los Angeles</li>
<li>B.A., Psychology, University of California, Santa Barbara</li>
</ul><br/>
<strong>Judicial Internship</strong><br/>
State Senator Gary K. Hart<br/><br/>
<strong>Admissions</strong>
<ul style="list-style-type:disc">
<li>California</li>
<li>U.S. District Courts, California (Central, Eastern, Southern, and Northern District)</li>
<li>Ninth Circuit Court of Appeals</li>
</ul>
</p>
|
Gordon Rees Scully Mansukhani LLP | Healthcare D&O/EPL |
| Dennis Cook, Jr. (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Dennis is responsible for driving the continued profitability and growth of an organization that provides specialty healthcare liability solutions that meet the complex risk management needs of hospitals, healthcare providers, managed care organizations, life science companies, senior care facilities and self-insured employer health plans.
<br/><br/>
Prior to this, Dennis was Chief Liability Officer for IronHealth, overseeing six product lines, six product line managers and underwriting teams for Ironshore. He was responsible for profitability, top line, product innovation, marketing, pricing, underwriting strategy and distribution relationships. Prior to joining IronHealth, Dennis spent over 10 years with AIG in various roles including Long Term Care Product Line Manager, Assistant Product Line Manager for Hospitals and Long-Term Care, and Mid Atlantic Regional Manager – Healthcare.
<br/><br/>
Dennis joined Ironshore in April 2016 as Product Manager for Senior Care. He brings with him more than 16 years in the healthcare industry and a wealth of experience developing, empowering, and inspiring teams to drive success.
<br/><br/>
Dennis has the CPCU and ASLI designations, an MBA from Babson College’s Olin School of Business and a bachelor’s degree from St. Michael’s College in Vermont.
</p>
|
Ironshore | The Challenges of LTC in a Dynamic Market |
| Doug Carey (PANELIST)
<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/>
Doug Carey is a managing director and US Life Sciences Practice Leader. His primary responsibilities include leading Marsh’s life sciences strategic planning, best practice client service, development of risk solutions for emerging risks, industry talent development and recruiting, and the financial results of the US practice. Doug has led strategic relationships for a wide-range clientele across the life science industry including Fortune 100 global diversified pharmaceutical manufacturers, generic pharmaceutical manufacturers, biotechnology manufacturers, and multinational contract manufacturer companies. Doug chairs Marsh’s US Life Science Client Council and serves as the US Center of Excellence (COE) Leader for the pharmaceutical industry sector. Risk and Insurance Magazine awarded Doug as a “Power Broker” in the pharmaceutical industry sector in in 2011 and 2013. Doug is a senior relationship officer for a number of clients.<br/><br/>
<strong>EXPERIENCE</strong><br/>
Doug joined Marsh in 1987 in the Property Brokerage Department. In 1992 he assumed the position as the Stamford office sales manager and in 1995 became the manager of the Stamford Client Management Practice. Doug’s principle role since 1993 has been in a client executive capacity. Prior to joining Marsh, he managed a Property and Casualty Underwriting Department for Chubb & Son in New York City where he also served as a corporate underwriting officer. Doug started his insurance career with the Hartford Insurance Group. <br/><br/>
<strong>EDUCATION</strong><br/>
Economics/Finance degree from Franklin & Marshall College
</p>
|
Marsh | Life Sciences: The Intersection of Professional Liability & Products Liability |
| Drew Graham (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Drew Graham started his practice with Hall Booth Smith, P.C. in 1992, developing expertise in traditional medical and professional negligence. In 1996, Mr. Graham created the firm’s Long Term Care Practice Group in response to industry demand for specialist attorneys in the evolving area of long term care litigation. As chair of the LTC Practice Group, Mr. Graham is committed to making it the go-to resource for healthcare providers facing the challenges of a complex and highly regulated specialty. The group has grown to include over 20 attorneys, each with an in-depth appreciation of the industry.<br/><br/>
Mr. Graham specializes in the management of high exposure professional liability claims including complex regulatory and reimbursement actions, class actions, and batch claims. He has tried more than 40 cases to resolution and has resolved hundreds professional liability of cases through the use of alternative dispute resolution strategies including arbitration and mediation. Mr. Graham is frequently called to assist local counsel with the management of complex batch claims, complex discovery, and trial.<br/><br/>
Mr. Graham is actively involved in numerous professional organizations and is frequent speaker at industry and legal meetings. He is peer rated AV by Martindale Hubbell. He lives in Atlanta with his wife and daughters.<br/><br/>
<strong>Education</strong><br/>
Walter F. George School of Law Mercer University, J.D. (1992)<br/>
Graduate Program in English Education Mercer University, (1987)<br/>
Mercer University, B.A. (1986)
</p>
|
Hall Booth Smith, P.C. | The Challenges of LTC in a Dynamic Market |
| Eric Paynter (PANELIST)
<div>eOver 30 years experience in the Professional Liability space with a strong Healthcare background. Leads the Healthcare division at Hanover.</div>
|
Hanover Insurance | Healthcare Interlude: Swimming Upstream |
| Jonathan Waterman (PANELIST)
<p>
Jonathan began his career in medical malpractice insurance in 1992 working for PHICO Insurance Company in Pennsylvania and learned everything he could about med-mal insurance along the way. Jonathan benefited greatly from a formalized underwriting training program at PHICO and that opportunity accelerated his knowledge and understanding of the technical nature of this business. He then served as a medical malpractice underwriter focusing both on physicians and medical facilities.<br/><br/>
As an established medical malpractice underwriter, wholesale broker and program administrator, he has extensive knowledge of the medical malpractice marketplace.<br/><br/>
Growing up on the East Coast, he is a die-hard Yankees fan. He’s also a fan of Washington’s fine wineries. And he loves time at home with family, including walks with his dog, Tucker.
</p>
|
Ethos Insurance Partners, Inc. | Miscellaneous Facilities: Everyone in the Pool! |
| Kenneth White (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Kenny is the North American Managed Care Practice Leader and is part of the National Health Care Practice of Willis Towers Watson. Prior to joining Willis Towers Watson in April 2014, Kenny was a trial attorney specializing in health law for 28 years. His practice included claims related to professional liability, ERISA, beneficiary/provider healthcare benefit claims, disciplinary and regulatory matters, life, health and disability insurance coverage claims and other health care related matters. He has extensive experience representing health care payers and providers in all aspects of health care litigation at the federal and state levels, including class action and mass tort litigation. He has extensive experience and knowledge of the legal, regulatory and business structure and economic underpinnings of the payer industry and health care in general. <br/><br/>
Kenny serves as the senior Willis Towers Watson resource related to the payer/hybrid managed care side of health care for North America for Corporate Risk and Broking. He serves as a liaison to the local offices of the company and other corporate divisions including FINEX, Willis Re, actuarial services, analytics and the captives practice. Kenny provides policy language and coverage review and manuscripting to ensure all risks and exposures are covered. He provides coverage and claims assistance, industry insight and information related to trends and solutions for managed care to internal Willis associates, markets, clients and prospects. As part of the National Health Care Practice, Kenny collaborates with other health care leaders and internal groups to identify risks and build solutions for Willis Towers Watson clients. His expertise is in risk identification, management and amelioration/mitigation, and the legal/regulatory, financial and coverage challenges faced by managed care and hybrid organizations and health care systems. He provides industry thought leadership internally and externally and sales/service/retention assistance to local offices. He chairs the strategic committee offerings for managed care clients. <br/><br/>
Kenny is a frequent speaker at regional and national conferences/seminars/webinars related to health care in general and the payer industry, specifically. He has authored a number of legal articles, white papers, is referenced in numerous state and federal trial court and appellate court opinions, is a member of multiple legal and industry associations, and is recognized in many publications as a subject matter expert. Kenny is also responsible for keeping Willis Towers Watson associates, clients and prospects current on the legal, regulatory and financial trends in the industry, planning and producing the annual Willis Towers Watson Managed Care Roundtable, participating in the annual Willis Towers Watson Provider Forum and communicating with the industry via social media. <br/><br/>
<strong>Education and Credentials </strong><br/>
Kenny maintains his licenses to practice law in multiple federal and state jurisdictions. He serves in a leadership role related to managed care and insurance in the Health Law Section of the American Bar Association and is a member of the American Health Lawyer Association and Americas Health Insurance Plans. He is AV rated by his peers and was recognized as a Super Lawyer and Top Lawyer in Health Law when in private practice. He holds multiple degrees from Samford University where he graduated Summa Cum Laude prior to graduating from Cumberland School of Law. He served as a law clerk to United States District Court Judge James Hancock following law school and before moving to South Florida to begin his private practice. He was a partner at several regional and national law firms with a practice concentrated on health law and trial practice representing many regional and national health systems, physician groups and health plans.
</p>
|
Willis Towers Watson | Managed Care Errors & Omissions: Healthcare on the Forefront of the Nation's Mind |
| Kevin O'Brien (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Based in St. Paul, Minnesota Kevin joined Arch in 2003 and has worked in the insurance industry since 1986, during which time he has focused exclusively on medical professional liability. Kevin spent sixteen years with the St. Paul’s Global Healthcare Division in several positions of increasing responsibility with his last position being Practice Leader for physicians’ professional liability. Prior to joining Arch he was the Product Line Manager for miscellaneous facilities with AIG Healthcare. Before accepting his current position, Kevin was responsible for the miscellaneous facility product group, the program/association product group and the field staff dedicated to these business segments for Arch Healthcare. Kevin holds a Bachelor of Science Degree in Natural Sciences from St. John’s University in Minnesota.
</p>
|
Arch Insurance | Miscellaneous Facilities: Everyone in the Pool! |
| Kim Willis (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Kim serves as Senior Vice President and Practice Leader of SOMPO US Healthcare. She is responsible for all facets of the operation including strategy, profitability, underwriting guidelines, referral activity, distribution, and new product development. Prior to joining SOMPO, Ms. Willis served as Vice President, Field Underwriting for Berkley Medical Excess Underwriters. Kim also served as Managing Director for a national brokerage. She managed a team responsible for the design, negotiation and broking of over $500 million in healthcare professional liability premiums. Kim earned her Bachelor of Science in Business Administration at the University of Missouri and a Masters of Business Administration at Maryville University. She holds the Chartered Property and Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) designations.
</p>
|
Sompo International | Hospitals & Physicians: Black Coffee, No Sugar, No Cream |
| Kimberly Holmes (MODERATOR)
Kim Holmes serves as Lead Counsel, Specialty Lines for the women-owned, national business law firm Perez Morris. In that capacity, she oversees insurance industry referrals to the firm regarding claims for clients ranging from Fortune 100 companies to small and midsize organizations across multiple industry verticals. Kim also manages all external relationships and collaboration with key industry brokers, claim
counsel, and senior carrier claim and underwriting leadership on behalf of the firm.
Kim works closely with the firm’s managing partners and regional lead attorneys on various
employment, business litigation, insurance, regulatory, compliance and litigation management
matters across the country.
Prior to joining Perez Morris, Kim served in various legal, executive and management capacities
within the insurance industry for over twenty years. Prior to her career in the insurance industry,
Kim practiced employment law representing management exclusively. Kim entered private
practice after serving a one-year appointment as law clerk to the late Hon. E. Eugene
Spear of the Connecticut Appellate Court.
She speaks frequently at national insurance and industry events and has authored articles for
various industry publications. She is regularly requested to participate in market and industry
discussions evolving dialogue around emerging risks, the healthcare industry, management
liability, cyber liability, risk mitigation, and the need for effective, ongoing communication
between organizations and their multiple insurance industry partners.
|
Perez Morris LLP | Healthcare D&O/EPL |
| Lee Farrow (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Lee W. Farrow is Executive Vice President and leads the Chubb Life Sciences Industry Practice. The Practice oversees the strategy, operations, and underwriting of biotechnology, pharmaceutical, supplement and medical device companies, Life Science support and service companies, and human clinical trials. Chubb Life Sciences insures companies for their world- wide exposures, and specializes in the placing of local admitted clinical trial policies around the world. As a part of the underwriting process, in addition to evaluating the exposures, Lee examines many contracts including informed consent language and hold-harmless and indemnity agreements. Lee is an attorney admitted to practice law in New York and New Jersey, and has spoken about clinical trial, litigation, insurance, and risk management issues at BIO, various ACI Conferences, and American Bar Association seminars, among other events. He is the past and founding Co-Chairperson of the ABA Product Liability Committee’s Biotech Subcommittee, and was on a steering committee that organized a summit on ethics and human research at Fordham University. <br/><br/>
Lee has been in the insurance industry for over 20 years, and he has held various positions from claims to in house counsel to underwriting. Lee earned his undergraduate degree in Business Management from Hartwick College, and his J.D. from CUNY School of Law.
</p>
|
Chubb | Life Sciences: The Intersection of Professional Liability & Products Liability |
| Maggie Hyland (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Margaret (“Maggie”) Hyland is Vice President and Medical Product Manager responsible for all Allied World North American Healthcare Medical Products. Maggie has over 25 years of medical underwriting experience and worked for several major insurance and reinsurance companies, including CNA Healthpro, Reliance National, Transatlantic Reinsurance Company, Gerling Global and Axis, before joining Allied World in 2008.<br/><br/>
Over the course of her ten years with Allied World, Maggie has held various underwriting and leadership positions. Most recently Maggie was East Zone Leader responsible for production in the East as well as Bermuda.<br/><br/>
In her new role as Medical Product Manager Maggie has a national focus overseeing current medical products as well as enhancing and crafting new offerings.<br/><br/>
Maggie’s unique blend of experience, capabilities, and innate knowledge of the market environment ensures that Allied World maintains its position as a market leader and the carrier of choice for brokers/insureds throughout North America. <br/><br/>
Maggie earned her MBA from the Gabelli School of Business at Fordham University.
</p>
|
Allied World Insurance Company | Hospitals & Physicians: Black Coffee, No Sugar, No Cream |
| Marie Gaudette (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Marie began her career with Smith, Bell & Thompson in 1988 as an Assistant Account Representative in the Home Health Care department. Over more than 28 years of working in the Healthcare Underwriting Industry, she has gained advanced knowledge in many aspects of the insurance business, including underwriting, rating, renewal retention, and compliance. She was promoted to Underwriter in 1989 and Senior Underwriter in 1993. Her expertise and success with large, complex accounts ultimately led to her promotion to Vice President and Program Manager for all Health Care Programs. Marie now oversees a variety of programs targeting Home Health Care, Medical Staffing, Durable Medical Equipment, Community Hospitals, and Miscellaneous Medical Facilities. Marie currently holds CIC and AINS designations, and is licensed in all 50 States. She has authored articles on Hiring and Screening staff for Home Health Care and Non-Owned Auto for Caring Magazine. Her public speaking engagements include the National Association for Home Care and Hospice, NJ State Association, New York State Homecare Association (HCAofNY), and the Florida State Association for Home Care.
</p>
|
AmWINS Programs Group | Miscellaneous Facilities: Everyone in the Pool! |
| Marsha Caulkins, RN, MPH, CPHRM (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Marsha Caulkins is a Multi-site Director of Risk Management for Advocate Health Care, Downers Grove, Illinois, the largest health system in the state of Illinois. She was held that position for three years. Prior to that she also worked as a Risk Manager for NorthShore University Health System in Evanston, Illinois, another multi-hospital system, and for Community Health at Vista Health System in Waukegan, Illinois. She graduated from Southwestern Michigan College’s school of nursing, has a Bachelor of Science in Business Management from National Louis University, and a Master of Public Health in Leadership from the University of North Carolina at Chapel Hill. She has worked in the field of Hospital Risk Management for over 15 years. Marsha is a Certified Professional in Health Care Risk Management and maintains certifications in occupational health nursing and case management.
</p>
|
Advocate Healthcare | Hospitals & Physicians: Black Coffee, No Sugar, No Cream |
| Meredith Harper, MHSA, CHC, CHPC, (KEYNOTE) | Henry Ford Health System | Luncheon with Keynote Address by Meredith R. Harper, Chief Information Privacy & Security Officer for Henry Ford Health System |
| Michael Blanchard (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Michael D. Blanchard represents clients in all facets of shareholder litigation, class actions, securities enforcement matters investigations and business disputes. Michael has obtained numerous dismissals at the pleading stage, including, for example, the dismissal of a 1933 Act class action which Forbes magazine called a “stunning class action victory.” Where dismissal is not achievable, Michael has successfully tried cases to judges and juries alike, and successfully litigated numerous appeals.<br/><br/>
Staying abreast of the cutting edge issues in his specialized fields of practice, Michael serves as an adjunct professor of law, teaching courses in securities litigation and business torts. Michael is active in the American Bar Association’s Corporate Governance and Business Litigation sections, where he is contributing in the areas of board-driven investigations, special litigation committees and securities litigation. Michael also serves on the Boston Bar Association’s Financial Services Committee, focusing on Civil Enforcement and Securities Litigation.<br/><br/>
Michael splits his time between Boston and Hartford, where he serves as litigation practice leader. The Hartford litigation team was recently recognized by the <em>Connecticut Law Tribune</em> as the “Litigation Department of the Year,” for the third year in a row. Michael has also been recognized as “exceptional” by <em>The Legal 500</em>.<br/><br/>
<strong>EDUCATION</strong><br/>
Trinity College, 1994, Master of Arts, Public Policy Western New England College School of Law, 1997, Juris Doctor, Summa Cum Laude Westfield State College, 1991, Bachelor of Arts, History
</p>
|
Morgan, Lewis & Bockius, LLP | Healthcare D&O/EPL |
| Mike Midgley (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <P>
Mike Midgley RN, JD, MPH, CPHRM, DFASHRM--Mike has over 25 years of experience in the healthcare industry. He is an experienced healthcare risk manager, nurse, insurance professional and New York licensed attorney. He is the Vice President of Healthcare Risk Engineering for Swiss Re Corporate Solutions in New York City. Mike earned his Juris Doctor (JD) from Fordham, his Master of Public Health degree from the University of Medicine and Dentistry of NJ and a Bachelor of Science degree in nursing from Rutgers. Mike is the 2017 President of ASHRM. Mr. Midgley is a Clinical Assistant Professor at Stony Brook University School of Health Technology and Management where he teaches Advanced Practice for Risk and Safety Officers in the Master of Science in Patient Safety Program. Mike has authored risk management articles and routinely provides risk management lectures locally, nationally and for international audiences.
</p>
|
Swiss Re Corporate Solutions | Healthcare Interlude: Swimming Upstream |
| Patricia Marzella-Graubart
<p>
Patricia Marzella-Graubart, R.N., J.D., is senior reinsurance specialist, with medical, legal and insurance experience. She is currently working as a Senior Professional Liability Treaty Underwriter with Swiss Re America in Armonk, NY. Her areas of specialization include Medical Professional Liability & Errors & Omissions. Within Swiss Re, Ms. Graubart supports the global Medical Professional Liability Center of Competence. Prior to joining Swiss Re in 1997 Ms. Graubart's work experience included positions as a Health Care Risk Manager, Claim & Litigation Manager and Registered Nurse. Ms. Graubart received a Bachelors Degree of Science, Nursing from Pace University in 1986. She received her Juris Doctor from Pace University in 1991. She is a member of PLUS and ASHRM.
</p>
|
Swiss Re | Welcome and Opening Remarks |
| Patrick Moylan (MODERATOR)
<p>
<strong>Skills and experience</strong><br/>
Patrick Moylan is the Head of Healthcare Professional Liability (HPL) for Zurich North America, where he is responsible for the profit and loss for the HPL portfolio. In addition, in this role he manages the development and implementation of the HPL business strategy nationally, driving broker and sales management initiatives and leading customer engagement and value proposition efforts. Patrick also manages a team of healthcare risk consultants who focus on providing consultative advice and services to Zurich’s customers. Prior to being named Head of HPL, Patrick served roles as Healthcare Segment leader as well as East Region Manager for the HPL team. He has worked exclusively with healthcare organizations for his entire insurance industry career. Prior to joining Zurich, Patrick was with Dubraski & Associates, a national boutique healthcare brokerage firm, serving as senior associate and account executive. Patrick also served as Assistant Vice President in the healthcare group for Brown & Brown and as a broker in the global placement healthcare division of Marsh.<br/><br/>
<strong>Educational background</strong><br/>
Patrick earned a Bachelor of Arts degree in economics from Yale University and a Master of Business Administration degree from New York University’s Stern School of Business.
</p>
|
Markel Assurance | Hospitals & Physicians: Black Coffee, No Sugar, No Cream |
| Peter Cridland (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Peter Cridland is a Vice President with TransRe, overseeing all U.S. Cyber Claims and handling Medical Professional Liability claims. He works with underwriting and claims teams globally on a variety of issues including risk tolerances, underwriting goals, and claims projections. Peter works with reinsureds to help them stay ahead of the curve on claims handling, loss prevention, and loss mitigation strategies. He is a frequent speaker on both healthcare and cyber liability topics, including the intersection of the two lines, and he founded and co-edits the TransRe Cyber Newsletter, with global distribution. Before coming to TransRe, Peter was a medical malpractice defense litigator in New York City.
</p>
|
TransRe | Healthcare Interlude: Swimming Upstream |
| Sam Mezzich (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Sam brings 30 years of experience addressing healthcare professional liability risks. He has a broad range of underwriting background in direct, reinsurance facultative and treaty, programs, and alternative risk placements for all classes of providers and facilities. <br/><br/>
He has held underwriting management positions with some of the largest insurance organizations in the world including Arch, General Electric/ERC, AIG, CNA, and MLMIC. <br/><br/>
Sam is currently managing the growth of Coverys Specialty, a new Excess and Surplus Lines carrier incepted in 2014 by Coverys to respond to the evolving medical professional liability marketplace.
</p>
|
Coverys Specialty Insurance Company | Healthcare Interlude: Swimming Upstream |
| Steven Ziegler (PANELIST)
<P>
Steven Ziegler is Senior Vice President, General Counsel, Chief Compliance Officer, and Chief Privacy Officer for SantaFe Healthcare, a Florida based non-profit healthcare system which owns AvMed Health Plan, a large regional health plan, Haven Hospice, a nationally recognized hospice provider, and SantaFe Senior Living which owns and operates continuing care retirement communities throughout Florida. <br/><br/>
Steve manages all legal, regulatory, compliance, risk management and privacy matters for the companies. For twenty years prior to joining SantaFe Health Care, Steve owned and operated his own law firm that specialized in representing managed care organizations and health care providers on a nationwide basis. The firm also operated a nationwide risk management program utilized by hundreds of health care organizations. Steve is a thought leader on managed care and health care related issues and a frequent author on managed health care and speaker at national health care conferences.
</P>
|
Santa Fe Healthcare/AvMed | Managed Care Errors & Omissions: Healthcare on the Forefront of the Nation's Mind |
| Susan Angelo (MODERATOR)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Susan has been underwriting and leading managed care products for almost 30 years. Her first exposure to the product was at AIG where she worked for almost 20 years, most of that time as the Managed Care Product Manager. In 2008 she joined OneBeacon Professional Insurance where she continued leading the managed care E&O and D&O product. In 2016 she left to join TDCSU to build a managed care practice for this energetic start up. Susan is a frequent speaker on the topic of managed care liability issues and underwriting issues with prior speaking engagements at PLUS Medical, PLUS, ASHRM and others. She has authored articles and papers on various topics related to the managed care industry.
</p>
|
TDC Specialty Underwriters | Managed Care Errors & Omissions: Healthcare on the Forefront of the Nation's Mind |
| Susan Chmieleski
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Sue is an experienced insurance professional as well as an attorney and a registered nurse. She currently serves as the North American Healthcare Industry Lead for Willis Towers Watson. Her years of experience include the positions of President, North American Healthcare Division and President, US Professional Lines for Allied World. Prior to these roles she was responsible for the development of US healthcare insurance products and risk management and loss control services in support of Allied World’s insurance products globally. Formerly Sue worked at Chubb and Darwin Professional Underwriters as the Healthcare Product Manager and Risk Management Lead. <br/><br/>
Sue’s primary area of expertise is in creating the optimal risk retention and transfer solutions for healthcare providers and payers. Her depth of knowledge in law and the healthcare delivery system support her expertise in risk transfer, new product development, and risk mitigation best practices with a particular focus on navigating changes such as healthcare reform. She is dedicated to ensuring that client business strategies are supported by insurance and risks management solutions.<br/><br/>
<strong>Education and Credentials</strong><br/>
Sue earned a B.S. degree in Nursing from the University of Hartford, summa cum laude and a JD from the University of Connecticut School of Law where she was editor-in-chief of the Connecticut Insurance Law Journal. She is licenced to practice Nursing as well as Law in Connecticut. Sue is a Certified Professional in Healthcare Risk Management and a Distinguished Fellow of the American Society for Healthcare Risk management. <br/><br/>
<strong>Professional Activities</strong><br/>
Sue is a frequent presenter at industry conferences and has published numerous articles and brochures, also co-authoring a book chapter on D&O liability. She has co-chaired the PLUS Medical Symposium and been a faculty member at PLUS University focusing on Medical Professional Liability. She has served on both the ASHRM and PLUS Boards. Sue currently serves as the PLUS International Conference Content Co-chair and Healthcare Liaison. She is a member of ASHRM, PLUS and the Connecticut and American Bar Associations.
<p>
|
Lexington | Welcome and Opening Remarks |
| Tony Stompanato (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Mr. Stompanato is the Regional Vice President of the Chicago Healthcare claim group for AIG. He is responsible for all claim-related activity for the Chicago and London offices as well as serving as liaison for AIG’s underwriting team, assisting with new and renewal marketing efforts as well as addressing claim-related client concerns on a nation-wide basis.
</p>
|
AIG Claims, Inc. | Hospitals & Physicians: Black Coffee, No Sugar, No Cream |
| Trevor Weyland (PANELIST)
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p>
Trevor is an Area Senior Vice President in Gallagher's Healthcare Practice.<br/><br/>
His expertise is in management liability, cyber and E&O liability for healthcare organizations of all types, including hospitals and integrated systems, health plans, physicians and medical groups and managed care organizations. Trevor acts in both advisory and placement capacities, assisting clients to understand their exposures, and presenting those risks to insurers in the best and correct light, and then in designing, marketing and negotiating their insurance programs. <br/><br/>
Trevor's breadth of knowledge of the healthcare sector, and its particular risks and exposures, allows him to distill complicated insurance issues and comparative quotes into terms that can be readily discussed and analyzed with clients, and in ways that help those clients to make informed decisions. <br/><br/>
Trevor's background in advising healthcare clients includes working at Gallagher and before that Marsh, in Los Angeles, San Francisco and London. With a BSc in Economics and Accounting, Trevor has 30 years of management liability insurance experience.
</p>
|
Arthur J. Gallagher | Healthcare D&O/EPL |
| Valoree Celona
Valoree J. Celona, President of Allied Health and Programs for Coverys Group, has over 30 years of casualty & professional liability underwriting experience. Valoree received her B. A. in Economics from Fordham University and earned her CPCU designation early in her career. Valoree began her career in insurance as an underwriting trainee in Medical Professional Liability (MPL) at Medical Liability Mutual Insurance Company (MLMIC). After her promotion to underwriter, Valoree joined AIG Healthcare where she underwrote various classes of Commercial MPL. Valoree was then asked to join the LPL division of CNA with former colleagues who had left AIG. At CNA she underwrote LPL across CNA’s large nationwide platform. After some time, Valoree returned to AIG Healthcare working as senior underwriter and then assistant regional manager for the NY Region. In the early 2000’s along with some colleagues from AIG, Valoree joined the facultative team at Employers Reinsurance where she underwrote D&O, E&O exclusively. Valoree remained in the reinsurance world working at both Odyssey Re and Converium Re as both Facultative and Treaty underwriter. In 2005, Valoree was recruited to join Ernst and Young’s Business Risk Consulting group, focusing on best practice reviews and anti-money laundering within the Financial Services Industry. There she became a Certified Anti-Money Laundering Specialist (CAMS) and worked on some of the largest financial crime remediation projects in the USA. When the financial crisis hit in September 2008, Valoree was recruited back to AIG Healthcare and held positions of increasing responsibility for programs in both the US & Canada. After 5 years, Valoree was approached by a former AIG colleague and hired as division executive and Senior Vice President for the MPL initiative at LIU. Valoree held the role of Senior Vice President over programs and physicians following the merger of Liberty International Underwriters (LIU) and Ironshore. After 5 successful years, Valoree recently joined Coverys as President of Coverys Programs and Allied Health. In this role she is focused on strategically expanding and diversifying the Coverys corporate footprint within the professional liability arena and overseeing the allied health portfolio.
|
Coverys | Welcome and Opening Remarks |
Sponsors
Thank you to the sponsors of this event:
Diamond
 |
 |
 |
|---|
 |
 |
 |
|---|
 |
|---|
Platinum
 |
 |
 |
|---|
Gold
 |
|---|
Silver
General Star
Hall Booth Smith PC
Markel
OneBeacon Healthcare
Swiss Re
Bronze
BatesCarey LLP
Hallmark Professional Liability
Mag Mutual Insurance Company
MedPro Group
Materials
Click here for Healthcare & Medical PL Symposium sponsorship information
Click here for the Healthcare & Medical PL Symposium registration form
Click here for an Excel list of attendees as of March 19, 2018
Click here for the list of CE/CLE approvals by state as of March 19, 2018
Session Handout Materials
MPL Market Update
PowerPoint Slides (Conning)
Hospitals & Physicians: Black Coffee, No Sugar, No Cream
PowerPoint Slides
Life Sciences: The Intersection of Professional Liability & Products Liability
PowerPoint Slides
The Intersection of Medical Malpractice and Product Liability Cases - Unintended Consequences of Damage Caps (Snell & Wilmer LLP)
Managed Care Errors & Omissions: Healthcare on the Forefront of the Nation's Mind
PowerPoint Slides
Miscellaneous Facilities: Everyone in the Pool!
PowerPoint Slides
State of the Healthcare Market (AmWINS Group, Inc.)
The Challenges of LTC in a Dynamic Market
The Challenges of Long Term Care in a Dynamic Market (Arthur B. Seifert, CPCU, CIC, RPLU)
Healthcare D&O/EPL
PowerPoint Slides
Is the Google Equal Pay Case the Next Harvey Weinstein? (Gordon & Rees)
Healthcare Interlude: Swimming Upstream
PowerPoint Slides
2018 Environmental Scan (American Hospital Association)
The Association Between Patient Safety Indicators and Medical Malpractice Risk: Evidence from Florida and Texas (Bernard S. Black, Amy R. Wagner, Zenon Zabinski)
The Healthy Approach to Cyber Security (KPMG)
Guideline for Prescribing Opioids for Chronic Pain (CDC)