8:00 am - 9:00 am

Breakfast & Registration

9:00 am - 9:05 am

Opening Remarks

9:05 am - 9:15 am

Welcoming Remarks by 2016 Conference Co-Chairs

  • David Lewison, Senior Vice President, Professional Lines National Practice Leader, AmWINS
  • Ziad Kubursi, Insurance Industry Executive
9:15 am - 9:45 am

Keynote Address

Ted Devine, CEO of disruptive online small business brokerage Insureon, is the keynote speaker at this one-day, two-track conference. Prior to Insureon, Ted was President at Aon Risk Services, and CEO of Aon Re. During his keynote, he will share his thoughts on the disruptors shaking up the B2B insurance business model and distribution. What effect will new technologies and business model have on the Executive Risk marketplace? Ted will also offer tips for Executive Risk professionals to remain relevant in today’s fast-changing commercial insurance environment.


9:45 am - 10:00 am

Hot Topics of Yesterday, Today and Tomorrow

Regulators, plaintiff attorneys, defense attorneys and the judiciary have created a constantly evolving terrain for the management liability professional. This session will provide a breezy overview of hot topics and relate them to the sessions of this conference.

  • Jim Blinn, Executive Vice President, Global Product Manager, Advisen
10:00 am - 10:45 am

The Risk Manager’s Perspective

A panel of senior risk managers will discuss their most significant management liability risk management and insurance issues, touching on their buying experiences. The panel will address issues such as: what are the ideal attributes of my insurance policy? Are we transferring our risk effectively? What really drives the insurance buying decision?

  • Brian Wanat, Chief Executive Officer, Aon Financial Services Group – U.S., Aon (Moderator)
  • Chris Mango, Vice President, Corp. Risk Management & Underwriting Analysis, The Hartford
  • Mark Saltsgaver, Corporate Risk Management, Eli Lilly and Company
  • Pamela Britt Schneider, Executive Director, Global Risk Management, Avon
10:45 am - 11:15 am

Morning Break

Track 1

Track 2

11:15 am - 12:15 pm

11:15am – 12:15pm / 5 Hottest Topics in Shareholder Litigation – What they mean for you:

This session may include:

  1. Application of the Omnicare decision
  2. Use of 10b5-1 plans to support and undermine scienter allegations
  3. Delaware’s endorsement of forum selection bylaws and rejection of disclosure-only settlements in merger suits
  4. Will the increase in allegations based on Item 303 of Regulation S-K change the landscape?
  5. Cybersecurity securities and derivative litigation: Will there be a wave or trickle?
  • Douglas Greene, Partner, Lane Powell (Moderator)
  • Todd Greeley, Senior Vice President, Executive & Professional Lines Claims, Berkshire Hathaway Specialty Insurance
  • John McCarrick, Partner, White and Williams LLP
  • Tricia Melly, Vice President, Professional Claims, Head of D&O, FI, E&O, XL Catlin
  • Steve Shappell, Chief Legal Officer, JLT Specialty USA

11:15am – 12:15pm / Coverage and Conditions: The State of the Private and Non-Profit D&O Market

Private companies are increasingly in the line of fire from investigations, litigation, regulation and cyber attacks. How can you be fully prepared in your business?

  • Ivan Dolowich, Managing Partner, Kaufman Dolowich & Voluck, LLP (Moderator)
  • Laurie Banez, EVP, Head of US Financial and Professional Lines, Sompo Canopius
  • David Lewison, Senior Vice President, Professional Lines National Practice Leader, AmWINS
  • Martin Schnabel, Associate Vice President, Nationwide
12:15 pm - 1:30 pm

Conference Luncheon

The Data Behind the Graphs

Are you wondering how Advisen created the analysis for the hot topics session?  Come to our lunch workshop where we will give a deeper look into the underlying data as well as a peek into Advisen’s new Underwriting Framework. Our D&O and EPLI data and tools can power product design, actuarial analyses and underwriting reviews.

  • Jim Blinn, Executive Vice President, Global Product Manager, Advisen

Track 1

Track 2

1:30 pm - 3:00 pm

1:30pm – 2:15pm / Globalization of D&O

This session will focus on developments in global executive risk – especially in Europe. Britain recently made a historic decision to exit the European Union. What are the implications for the global executive risk marketplace? How might the “passport” for UK companies to trade internationally be affected and what are the knock-on effects for global commercial insurance? This session will look at US and global regulatory and litigation developments and address how the insurance community is responding.

  • Perry Granof, Managing Director, Granof International Group LLC (Moderator)
  • Jeroen van Kwawegen, Partner, Bernstein LItowitz Berger & Grossmann LLP
  • Ann Longmore, Managing Director, Marsh FINPRO
  • Carol Zacharias, Senior Vice President, Underwriting Counsel, QBE


2:15pm – 3:00pm / Individual Accountability: The Response

Corporate executives are in the line of fire from public and political sentiment. Individual directors and officers are increasingly being called to account for their actions on behalf of their companies. Insider trading, defrauding the markets, bribery and corruption are all themes that have been brought to the fore front in recent years. Individuals should be held responsible…

How did this popular sentiment come about? How are the regulators responding? How is it affecting the way corporations behave?

This session will address responses to this theme, including the 2015 Yates Memo in the US and prosecutions in the UK.

  • Rob Yellen, Executive Vice President, FINEX, Willis Towers Watson (Moderator)
  • Charles J. Clark, Partner, Schulte Roth & Zabel LLP
  • Anthony Fowler, Assistant Vice President, The Hartford
  • Winston Paes,Chief, Business and Securities Fraud Section, U.S. Attorney’s Office, Eastern District of New York
  • Stephanie Resnick, Partner, Fox Rothschild LLP

1:30pm – 2:00pm / How to Talk to the Board – Get Your Risk Message Across

Increasingly, risk professionals are interacting at the highest levels of their organization – with the Board of Directors and “C Level” executives. This presentation will provide practical tips on how to get the attention of senior executives and get your risk message across succinctly and powerfully. Mike Jousan will help you to:

  1. Stop being a bundle of nerves and become an energetic and engaging person.
  2. Get the attention of the audience when you start  your speech or presentation and keep it till you finish.
  3. Change your vision of your communication from a 2-D movie to a 3-D movie.
  4. Get rid of your uh’s, uhm’s, you knows… all of your filler or “junk” words.
  • Mike Jousan, President, Clear Communication Company


2:00pm – 3:00pm / Coverage and Conditions: The State of the Public D&O Market

This session may include: Patent Infringement, FCPA, Video Privacy Protection Act, False Claims Act. This session may address the trend to file IPO-related SCAS cases in state courts and the plaintiff attorney response to a clampdown on waivers of demand futility for Shareholder Derivative cases – many are making more books and records demands to strengthen their initial case filings.

  • Phillip Pierce, Senior Vice President, Lockton Financial Services (Moderator)
  • Ray Santiago, Senior Vice President, Underwriting – Executive Liability, XL Catlin
  • Tom Sheffield, Vice President, Specialty Claims, QBE
  • Joe Spallone, SVP, Endurance
  • Daniel J. Standish, Partner and Chair of Insurance Practice, Wiley Rein, LLP
3:00 pm - 3:30 pm

Afternoon Break

3:30 pm - 4:15 pm

EPLI Spotlight

What can an employer do to keep up with changing exposures? How is insurance responding? This session will address the minimum wage, and new types of litigation arising from disruptive companies in the sharing economy. How will employee-contractor disputes develop when the definition is so loose?

  • Adeola Adele, Executive Vice President, EPL Product Leader & Cyber Thought Leader, Willis Towers Watson (Moderator)
  • Dean Constantine, Global Head of Employment Practices Claims, AIG
  • Edward McNally, Vice President, Underwriting Officer, Management Liability and Financial Institutions, CNA
  • Wendy Mellk, Principal, Jackson Lewis
4:15 pm - 5:00 pm

Beyond Data Breach: Executive Exposures to Privacy and Network Security Issues

The nature of cyber attacks is broadening, with deep implications beyond data breach. This session will address impacts for directors and officers from leadership failures, intellectual property, failed M&A, business interruption and property losses. Panelists will look at some claims examples in these areas and address how insurance coverage is responding.

  • Bob Parisi, Managing Director, Marsh (Moderator)
  • John Merchant, SVP, Cyber Liability Underwriting, Validus Specialty Underwriters, Inc.
  • David Murray, Vice President, Head of Financial and Professional Lines Claims, Starr Adjustment Services, Inc.
  • Judy Selby, Managing Director, Technology Advisory, BDO
  • John Yanchunis, Attorney, Morgan & Morgan Complex Litigation Group
5:00 pm - 6:00 pm

Closing Remarks & Reception

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