2020 PLUS University
A fast paced 3-day virtual program for those new to the industry
August 11, 2020 - August 13, 2020
Monday, August 10, 2020
2020 PLUS University
The premier educational program for new professional liability practitioners
Tuesday, August 11th - Thursday, August 13th
Online pre-registration is now closed.
If you’re still interested in attending PLUS University, please call PLUS at 800.845.0778 before 9:00 am Central Time Tuesday, August 11th to register and pay by phone.
Get instruction on key concepts and primary disciplines in professional liability from industry veterans - all from the comfort of your desk - and feel empowered to excel in your career!
This 3-day virtual program will include 3 CE/CLE eligible educational sessions per day, plus 2 virtual happy hours. Click on the Agenda tab for session details.
Your PLUS University registration includes:
- Access to Modules 1, 2 and 4
- An exam waiver for Module 3
Tuesday, August 11th | 10:00 am - 4:00 pm
Wednesday, August 12th | 10:00 am - 4:15 pm
Thursday, August 13th | 10:00 am - 2:30 pm
All sessions will take place in Central Time
Can't attend all the sessions live?
We've got you covered! All sessions will be recorded and available as on-demand recordings for registrants. Note that only the live sessions are eligible for CE/CLE credit.
Earn CE/CLE right at your desk!
PLUS has applied for CE/CLE credit for each session in select states. Click here for for a list of the states PLUS has applied in and the status. If a state is listed but doesn't have credit information, PLUS has applied and is still awaiting approval.
PLUS staff will track attendance throughout the live sessions. In order to obtain CE/CLE credit, you must be registered, attend each session in full, document the attendance codes for each session, and complete a request form at the end of the series.
$995 for members | $1,285 for non-members*
Within 24 hours of registering, you'll receive an email from GoToWebinar with your webinar login details. If you don't receive this email by the morning of the first session, please contact us.
*Not a member? Click here to become a PLUS member today and save on this event and all 2020 events!
Let PLUS help with the training of your employees and get reduced registration fees for attendees! A 10% Registration Discount is available for any company that registered three or more people for this event. Discounts will be applied and refunded to the qualifying company after the event has been held.
|Tuesday - August 11|
|10:00 am - 11:00 am|
Professional Liability Evolution & Concepts - Fundamentals
Speaker: James Stewart, Hallmark Financial Services
|11:30 am - 1:00 pm|
Understanding the Commercial General Liability Policy
|1:30 pm - 2:30 pm|
Professional Liability Reinsurance
Speaker: David Stewart, Transatlantic Reinsurance Company
|2:45 pm - 4:00 pm|
Industry Leaders Roundtable Virtual Happy Hour
|Wednesday - August 12|
|10:00 am - 11:00 am|
The Importance of Financial Statements
Speaker: Dennis Schlaffer, OneBeacon Insurance Group
|11:30 am - 1:00 pm|
All About Professional Liability Claims
|1:30 pm - 3:00 pm|
Understanding Directors & Officers Coverage
|3:15 pm - 4:15 pm|
Facilitated Virtual Happy Hour & Kahoot Trivia
Future PLUS Host: John Cisek, RPLU, West Coast Territory Manager, Corvus Insurance
|Thursday - August 13|
|10:00 am - 11:00 am|
Employment Practices Liability Insurance
Speaker: Nicole Sheth, Kaufman Borgeest & Ryan LLP
|11:30 am - 1:00 pm|
Healthcare & Medical Professional Liability
Speaker: Jeffrey McDonald, TDC Specialty Underwriters
|1:30 pm - 2:30 pm|
The Brave New World of Cyber Insurance
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Austin Bockwinkel serves as Managing Director of Hauser. In his role, Austin’s responsibility is simple – helping our teammates help our clients. Austin also owns relationship development for our Private Equity clients and their portfolio companies across all business segments including Corporate Risk, Financial and Professional Risk, and Human Capital Risk. <br/><br/> Austin’s area of technical expertise is financial lines, including cyber. Most recently, Austin led Hauser’s Financial & Professional Risk Team and worked with our clients to identify, mitigate and transfer a wide range of specialty risks such as Cyber, Professional Liability / Errors & Omissions and Management Liability. <br/><br/> Prior to joining Hauser in 2016, Austin spent several years with Aon’s Cyber Risk Solutions team and Aon’s Financial Services Group. His responsibilities during his tenure at Aon included co-leading Aon’s national broking team specializing in the placement of middle market Cyber and Errors and Omissions Insurance and placement of Private Company Management Liability Insurance. <br/><br/> <strong>Education</strong><br/> Bachelor of Business Administration, Management, University of Iowa’s Tippie College of Business<br/><br/> <strong>Professional Associations</strong><br/> Professional Liability Underwriting Society (PLUS)<br/> Symposium Chair, PLUS 2019-2021 Cyber Risk Symposium, NYC </p>
|HAUSER||The Brave New World of Cyber Insurance|
<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>
|Aon||Industry Leaders Roundtable Virtual Happy Hour|
<p> Christopher Vlasich is a graduate of Michigan State University, Honors College (1999, BA) and Case Western Reserve University School of Law (2002, JD). After law school, Christopher practiced law in Cleveland for eight years, first as a coverage attorney, and then focusing on professional malpractice litigation, until he moved to Chicago in 2010 and joined the insurance industry. Mr. Vlasich has handled mass tort and E&O claims, been a D&O claims practice leader, and in his current role as AVP for Financial Lines, he leads a team handling D&O, EPL, Fiduciary, and Transactional Risk claims. Mr. Vlasich is also the Financial Lines Complex Claims Director for North America and is accountable for oversight as to coverage and authority for various lines, including D&O, E&O, EPL, Cyber/Media/Tech, Fiduciary, and Transactional Risk claims.<br/><br/> Mr. Vlasich is licensed to practice in both Ohio (2002) and Illinois (2011) and has participated in myriad presentations, including <em>All About Professional Liability Claims</em> (PLUS University, August 2019); <em>The Ethics of the Tripartite Relationship</em> (Perrin Conferences, May 2019); <em>New Challenges in Insurance: Representations & Warranties</em> (Hays 13th Symposium, April 2019); <em>The Psychology of Being Sued</em> (Professional Liability Defense Federation: October 2018); and <em>Class Action Litigation</em> (Perrin Conferences, June 2017). </p>
|Allianz Global Corporate & Specialty||All About Professional Liability Claims|
<p> David joined TransRe in 1997 as an underwriter in the Special Casualty Underwriting Department focusing on a variety of professional liability accounts including Medical, D&O and other Miscellaneous E&O lines. In 2006 he was asked to join the Global Risk Management department established that year to help develop and manage extreme events analysis, risk tolerances and aggregates as well as emerging risks to the organization. <br/><br/> Prior to TransRe, David was an underwriter in the casualty treaty division of Munich America Reinsurance in New York where he was responsible for underwriting, technical analysis, client audit and business development of general third party and professional liability classes of business. He previously worked for smaller international reinsurance companies in New York as well as the publicly traded primary insurance broker, Brown & Brown. <br/><br/> David is an adjunct assistant professor at St. John’s University in New York City and has been teaching and presenting on insurance and reinsurance topics globally for St. John’s, TransRe, RAA, BRMA and the Professional Liability Underwriting Society (PLUS) for over two decades. </p>
|Transatlantic Reinsurance Company||Professional Liability Reinsurance|
<p> Dennis M. Schlaffer, 44, Senior Vice President of Underwriting in the Executive Liability Division of Great American Insurance Company since 1999. Mr. Schlaffer has national reporting responsibilities for Public Company, Large Private Company, and Financial Institutions Underwriting for Management Liability Lines. He received his Master of Science in Finance from Northern Illinois University. Mr. Schlaffer is a Chartered Financial Analyst (CFA Charterholder), Certified Public Accountant (CPA), and Registered Professional Line Underwriter (RPLU). </p>
|OneBeacon Insurance Group||The Importance of Financial Statements|
<p> Edmund McAlister concentrates his practice on insurance coverage disputes under general liability, D&O liability, and all-risk insurance policies as well as on general commercial litigation. His litigation experience includes large, complex, and high profile cases. He has litigated numerous coverage and bad faith matters for domestic and foreign insurer clients. Mr. McAlister successfully prosecuted the first-ever bilateral class action lawsuit arising out of the demutualization of the Chicago Board of Trade, and prosecuted unlawful competition and tortious interference claims on behalf of a publicly traded company that resulted in a permanent injunction. In addition, Mr. McAlister represents the country’s premier provider of armed maritime security, and first-chaired a trial to determine if former Navy SEALS providing armed security aboard U.S.-flagged merchant ships were “independent contractors.” Mr. McAlister's publications include: <em>Persistent Threat</em>, CARGO SECURITY INTERNATIONAL, London, January 2015 (outlining challenges facing security professionals and logisticians dealing with piracy in the Gulf of Guinea); <em>The Barbarians are at the Gate, and the Junta Won't Return My Calls... Am I Covered?</em> THE BRIEF, vol. 35, No. 2 (2006); <em>Political and Currency Risk Insurance</em> ABA Committee on Corporate Counsel Newsletter (Nov. 2001); <em>The Hydraulic Pressure of Vengeance: U.S. v. Alvarez-Machain and the Case for a Justifiable Abduction</em>; 43 DEPAUL L. REV. 449 (1994); and <em>The Military Structure, Strategy & Tactics of the Warring Factions [in the former Yugoslavia]</em>; U.N.S./1994/674/add. 2 (v.1) (with M.C. Bassiouni, et al). (U.N. Security Council Publication). Mr. McAlister was admitted to practice in Illinois and the United States District Court for the Northern District of Illinois in 1994. He has been admitted <em>pro hac vice</em> in numerous jurisdictions around the country. He graduated from Murray State University in 1982, and DePaul University College of Law in 1994. He received an AV rating through Martindale-Hubbell. Prior to becoming an attorney, Mr. McAlister was a military intelligence officer in the United States Army, obtaining the rank of Lieutenant Colonel. He is fluent in Italian. </p>
|Houston International Insurance Group||All About Professional Liability Claims|
<p> Elizabeth Neumann joined Axis Insurance in December 2015 and is the Head of Professional Liability Claims. In this role, Elizabeth is responsible for leading the Professional Liability Claims organization for North American Insurance. Prior to joining Axis, Elizabeth spent 10 years at CNA Insurance where she held various claim leadership positions. Prior to joining CNA, Elizabeth was an associate at Ohrenstein & Brown, a New York based firm. Elizabeth received her law degree from St John’s University School of Law in 2000. </p>
|AXIS Insurance||Industry Leaders Roundtable Virtual Happy Hour|
<p> <a href="https://plusweb.org/LinkClick.aspx?fileticket=efDfRkzCR9k%3d&portalid=0" target="_blank">View Jim's bio</a> </p>
|Professional Liability Evolution & Concepts - Fundamentals|
<p> Jeff McDonald began his 30+ year insurance career in 1992 at Premier Alliance Insurance Company underwriting medical malpractice insurance. He moved to CNA early in his career where he focused on underwriting physician groups and hospitals. In 1999, Jeff joined Hudson and was involved in underwriting allied healthcare programs, miscellaneous medical facilities, physician groups, and hospitals. While at Hudson, Jeff was given the opportunity to expand his career to underwriting management, and oversaw their Chicago office for nearly 15 years. He then moved on to Axis where he was responsible for establishing the medical professional liability insurance division for their healthcare clients, and was responsible for managing its distribution channels, growth, and profitability. In 2018 Jeff joined TDC Specialty Underwriters as Senior Vice President. He currently oversees both the Medical Facilities and Hospitals segments. <br/><br/> Jeff has a bachelor’s degree in Business Management from Illinois State University. He has also been a licensed insurance producer for his entire career and holds his Associate in Risk Management (ARM) and Chartered Property Casualty Underwriter (CPCU) designations. </p>
|TDC Specialty Underwriters||Healthcare & Medical Professional Liability|
|Chubb||The Brave New World of Cyber Insurance|
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> John is currently the President of Berkley Professional Liability LLC. He joined the WR Berkley organization in October 2008 after a 16 year career at AIG. His most recent position at AIG was President of the National Accounts Division (publicly traded companies with revenues over $500mm) of AIG Executive Liability. In addition to this day-to-day responsibility he had oversight responsibility for the Corporate Accounts Division (publicly traded companies with revenues below $500mm) John held a succession of underwriting and management positions throughout his career at AIG. He has underwritten and managed various management liability products including but not limited to: public company D&O, private company D&O, GPL, Employment Practices and Fiduciary Liability. <br/><br/> Prior to his employment at AIG, John worked within the Private Client Group of Merrill Lynch. John graduated from Boston University with a BSBA in Finance and International Management in 1989.<br/><br/> John is currently a Trustee of PLUS. </p>
|Berkley Professional Liability||Industry Leaders Roundtable Virtual Happy Hour|
|Molly McGinnis Stine
<div style="text-align:center;font-family:'Calibri';font-size:11.00pt;"><span style="font-family:'Calibri';font-size:11.00pt;"> <p> Molly McGinnis Stine, a partner in Locke Lord’s Chicago office, represents insurers and reinsurers with cyber, technology, media, data security, professional liability, D&O, E&O, and financial liability policies and risks. She advises insurers developing or revising a variety of types of policy wording. Molly also has experience with more than 1,400 first-party and third-party cybersecurity and privacy claims. In addition, she works with insurance and non-insurance clients to create and implement programs and procedures for cybersecurity and privacy risk preparedness and compliance and for incident response. Molly graduated from Macalester College and the University of Michigan Law School. </p>
|Locke Lord LLP||The Brave New World of Cyber Insurance|
<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>
|Kaufman Borgeest & Ryan LLP||Employment Practices Liability Insurance|
<p> Dr. Phil Norton has led the Management Liability Practice at Gallagher for more than 15 years. His client executive responsibilities include consulting and placement activities for D&O, E&O and all other financial lines, including Cyber and M&A. Phil is regarded as one of the world’s leading authorities in his field, having published and spoken throughout North America, Bermuda, Europe, and Asia. Dr. Norton, also a 7-time <em>Risk and Insurance</em> power broker, was previously Managing Director with Sedgwick. Prior to Sedgwick, he led the D&O consulting practice for Watson-Wyatt, holding seminars and authoring the Wyatt D&O survey report. He started his career at CNA. . </p>
|Gallagher||Understanding Directors & Officers Coverage|
<p> Todd Greeley leads the Financial Lines Claim team at QBE North America. Todd has worked in the professional liability industry for over 20 years, and prior to joining QBE in November 2020, he held similar roles at Berkshire Hathaway Specialty Insurance and CNA Financial. Before his career in insurance, Todd was a prosecutor in the Manhattan District Attorney’s Office. </p>
|QBE||Facilitated Virtual Happy Hour & Kahoot Trivia|
|Will Eustace||Willis Towers Watson||Understanding the Commercial General Liability Policy|