E&O Insurance ExecuSummit June 17 & 18, 2014
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1 Professional Liability Series 8th Annual Featured Presenters From: E&O Insurance ExecuSummit A Comprehensive Day and a Half Errors & Omissions Liability Insurance Conference That Will Bring You a Wealth of Strategic Intelligence ACE USA Admiral Insurance Company AIG Allied World National Assurance Company Aspen Insurance Axis Insurance Services, LLC CNA Crum & Forster CNA Endurance U.S. Specialty Services Everest National Everest Specialty Underwriters IronShore Claims, LLC Kroll Advisory Solutions Liberty International Underwriters Lipson, Neilson, Cole, Seltzer & Garin, P.C. Markel Global Insurance Marshall, Dennehey, Warner, Coleman & Goggin Navigators Re OneBeacon Professional Insurance Program Brokerage Corporation QBE North America R-T Specialty, LLC Sanders Warren & Russell LLP Traub Lieberman Straus & Shrewsberry LLP Winget, Spadafora & Schwartzberg, LLP XL Professional York Pro Zurich North America ExecuSummit June 17 & 18, 2014 Sponsored By: Uncasville, CT Practical Advice & Tips * Lastest Developments & Trends * Case Studies Networking * Industry Insight * Essential Business Intelligence
2 Join us at the Mohegan Sun Resort & Convention Center in Uncasville, CT on June 17 & 18, 2014 for the day & a half, highimpact 8 th Annual National Errors and Omissions Insurance ExecuSummit. ExecuSummit producers are in the forefront of the E&O insurance line, monitoring & researching emerging issues and trends and bringing this strategic intelligence to you as it is developing. Our distinguished presenters have pooled their expertise to provide you with the essential E&O insurance underwriting and claims intelligence you need to know. Have a specific question? Our Q&A sessions will provide numerous opportunities to ask the experts. An ExecuSummit is not a trade show. This educational event was specifically designed for E&O insurance professionals. This summit is a unique opportunity to get the information you need to succeed in this rapidly changing environment. E&O 2014: PROGRAM AGENDA Day 1 Tuesday, June 17, :30 AM 9:25 AM Registration Opens & Networking Breakfast Buffet 9:25 AM Welcome and Opening Remarks 9:35 AM State of the E&O Marketplace William Redington Senior Vice President, Navigators Management Navigators Re 10:25 AM Presentation Ends. Register Today! The 8th Annual National Errors and Omissions Insurance ExecuSummit will provoke strategic thinking, give you new insight, open new channels of information & provide you with opportunities to meet & exchange ideas with your peers, key industry executives & leaders. 10:25 AM E&O Underwriting Trends Christopher Luca, CPCU, RPLU Director Everest Specialty Underwriters Catherine Mulligan Senior Vice President, Management Solutions Group Zurich North America Who you will meet: Directors, VP s Underwriters - Claims Managers Brokers Product Managers - E&O Focused Attorneys Michael Phillips Senior Vice President, Professional Liability QBE North America 11:15 AM Panel Ends. We Now Offer Secure On-Line Registration Please visit: Our secure, easy-to-use site lets you register online 24/7. The registration page will give you access to our 256-Bit SSL registration form. 8th Annual Errors & Omissions Insurance ExecuSummit Co-Chairs: 11:15 AM 11:25 AM 10 Minute Stretching Break E&O Claims Trends Justin Kudler Assistant Vice President, Claims XL Professional Stephanie Lizotte, Esq. Assistant Vice President, E&O Claims Allied World National Assurance Company Kim Noble, J.D. SVP, Lawyers' and Real Estate Professional Liability OneBeacon Professional Insurance Luigi Spadafora, Esq. Winget, Spadafora & Schwartzberg, LLP Joseph P. Garin Lipson, Neilson, Cole, Seltzer & Garin, P.C. 12:15 PM Panel Ends.
3 12:15 PM ExecuSummit Networking Luncheon 1:00 PM Christine Unger AVP York Pro Dan FitzPatrick AVP ACE USA Claims Against Architects & Engineers Based on the Failure to Monitor and/or Supervise Construction Work Performed at the Job Site 1:50 PM Panel Ends. 1:50 PM Harris B. Katz Winget, Spadafora & Schwartzberg, LLP Thomas A. Zawistowski, AIC AVP, Claims Examiner IronShore Claims, LLC Joseph J. Macchiarola Executive Claims Examiner Markel Global Insurance Insurance Agents/Brokers E&O Trends, Claims & Coverage Issues Mike W Smith Principal Axis Insurance Services, LLC Shekar Adiga Senior Claims Examiner Markel Nir Gabay, RPLU, CPCU, ASLI Assistant Manager - Professional Liability Admiral Insurance Company Andrew Davitt Marshall, Dennehey, Warner, Coleman & Goggin 2:40 PM Panel Ends 2:40 PM ExecuSummit Afternoon Networking Break 3:00 PM Increased Exposure for Insurance Agents Under the Affordable Care Act 3:50 PM Panel Ends. 3:50 PM Accountants E&O Trends, Claims & Coverage Issues Brian Braden Vice President Crum & Forster Hillary J. Raimondi Traub Lieberman Straus & Shrewsberry LLP Stan Sterna Director, Professional Services Claim: Accountants Claim CNA 4:40 PM Panel Ends 4:40 PM Post-Mortem on Private Placement Claims & Expected Future Arbitration Claims Benjamin J. Biard, Esq. Winget, Spadafora & Schwartzberg, LLP Darrin Reznick Mainstream Director, Financial Institutions Financial Lines Claims AIG Robert Usinger Director Everest National Atea Martin, Director Life Agents Broker-Dealer Claims CNA Pro 5:30 PM Panel Ends. 5:30 PM Brian J. Palmeri, Esq. Winget Spadafora & Schwartzberg, LLP Gary Schmidt VP, Professional Liability Claims Aspen Insurance Networking Cocktail Reception
4 E&O 2014: PROGRAM AGENDA Day 2 Wednesday, June 18, :00 AM 8:55 AM - Networking Breakfast Buffet 8:55 AM Welcome and Opening Remarks 9:00 AM Real Estate Agents / Brokers E&O Trends, Claims & Coverage Kim Noble, J.D. Sr. Vice President Lawyers' & Real Estate Professional Liability OneBeacon Professional Insurance 9:50 AM Panel Ends. 9:50 AM Mike L. Hughes Attorney Sanders Warren & Russell LLP Mark J. Mullarkey Executive Vice President R-T Specialty, LLC Scott Ingersoll Assistant Vice President, Underwriting Professional Services Segment CNA Cyber Technology E&O Trends, Claims & Coverage Maria Treglia Senior Vice President, Professional Liability Program Brokerage Corporation Jennifer Rothstein Director, Insurance Channel Management Kroll Advisory Solutions David J. Shannon, Esq. Chair, Technology, Media & Intellectual Property Practice Dept. Marshall Dennehey Warner Coleman & Goggin, P.C. 10:40 AM Panel Ends. 11:00 AM Lawyers E&O Limited Scope Representation The Trend of Unbundling Legal Services 11:50 AM Panel Ends. Jody Cappello Winget, Spadafora & Schwartzberg, LLP 11:50 AM Closing Remarks Danielle M. Roth Claims Manager Liberty International Underwriters 12:00 PM ExecuSummit Concludes. About ExecuSummit: ExecuSummit: Fresh, high-impact, interactive, informative events & workshops, designed with what s important to you and your industry. Designed to provide you with maximum information without keeping you away from the office for a long period of time. Industry outlooks, informative speakers, timely and strategic intelligence, what works, what does not, case studies, think-tanks, Q&A s, Plus, unprecedented formal and informal networking opportunities. E&O Insurance ExecuSummit Website: EandOConference.com We Now Offer Secure On-Line Registration Please visit: Our secure, easy-to-use site lets you register online 24/7. The registration page will give you access to our 256-Bit SSL registration form. 10:40 AM ExecuSummit Morning Networking Break
5 About our Sponsors: Winget, Spadafora & Schwartzberg, LLP stands with our clients to confront the challenge of litigation and to develop creative solutions to their legal problems. We are proud that our clients include many of the leading insurance companies and financial institutions in the United States, together with numerous other businesses, non-profit organizations and professionals. Above all, we embrace a resolute commitment to delivering optimal results in the most cost-effective manner possible, always mindful of the need to understand and accommodate each client s unique priorities. Our deep bench of experienced attorneys is backed by dedicated support staff, leading-edge technology and a firm culture that prizes focus, incisive thinking and a hands-on approach at every level. While our litigation attorneys have a distinguished record of success and inevitably are the public face of the firm, our expertise and capabilities extend far beyond the courtroom into the real world and across the country. Whether a situation calls for regulatory insight, confidential negotiation, expert advice or no-holds-barred litigation, Winget, Spadafora & Schwartzberg, LLP is always prepared. Effective litigators not only must possess exceptional writing, speaking and analytical abilities, they must pursue an overriding mastery of the facts and legal issues of every case, and proceed at all times with an unyielding will to win. Our attorneys personify these attributes as demonstrated by our consistently successful results in legal proceedings around the country. You're closer than you think to One of the world's top destinations. Centrally Located between New York City and Boston. Over 300 direct flights daily E&O Insurance ExecuSummit Topics At-A-Glance State of the E&O Marketplace E&O Underwriting Trends E&O Claims Trends Claims Against Architects & Engineers: Based on the Failure to Monitor and/or Supervise Construction Work Performed at the Job Site Insurance Agents/Brokers E&O Trends, Claims & Coverage Issues Accountants E&O Trends, Trends, Claims & Coverage Issues Post-Mortem on Private Placement Claims and Expected Future Arbitration Claims Real Estate Agents / Brokers E&O: Trends, Claims & Coverage Cyber Technology E&O: Trends, Claims & Coverage Lawyers E&O: Limited Scope Representation The Trend of Unbundling Legal Services 2014 ExecuSummit Professional Liability Series April 22 & 23, rd Annual National Cyber Liabilities ExecuSummit May 13 & 14, th Annual National Directors & Officers Insurance ExecuSummit June 17 & 18, th Annual National Errors & Omissions Insurance ExecuSummit September 9 & 10, th Annual National Medical Liability Insurance ExecuSummit September 30 & October 1, th Annual National Employment Practices Liability Insurance ExecuSummit Venue: Mohegan Sun Convention Center & Hotel Presenter Biographies are available on the event website for this event: EandOConference.com Continuing Legal Education A Premier Destination Worldwide The 8th Annual National Errors & Omissions Liability Insurance will be accredited in PA and NY and CA via jurisdiction. Please contact CLE@ExecuSummit.com with any questions you have regarding continuing legal education credits.
6 8 th Annual E&O Liability Insurance ExecuSummit June 17 & 18, 2014 CONFERENCE LOCATION & HOTEL INFO Shuttle & Car Service To and From Mohegan Sun Hotel airport shuttle, town car & limo service is available from Bradley International Airport in Hartford and T.F. Green International Airport in Warwick, RI. The fees are much less than a local taxi service. Reservations Info: 1 Mohegan Sun Blvd, Uncasville, CT Located in Connecticut, the heart of scenic New England, Mohegan Sun's hotel accommodations are nothing less than extraordinary. Standing 34-stories tall with 1,200 luxury guest rooms and suites, the hotel at Mohegan Sun has been expertly designed to set a new standard of excellence. Measuring a minimum of 450 square feet, each room contains either a king or two double queen beds, relaxing lounge chairs and spacious marble bathrooms. Special needs are easily accommodated and child care services are available. Centrally Located between New York City and Boston. Over 300 direct flights daily Also: Amtrak to New London, CT 10 Minute Cab Ride to Hotel. ExecuSummit has set up a limited number of preferred rate rooms at our host hotel. Our preferred rate is $ plus applicable taxes. Single/Double occupancy. Please call and use group code EXSU14G when calling in for reservations. The hotel rate is valid through Tuesday, May 27, 2014, or when the room block is sold out, whichever comes first. Rooms are limited Please register and book your room as soon as possible. Best Way: You may also book your hotel reservation on-line by using this link: Mohegan Sun is also home to a luxurious day spa as well as three major entertainment venues with seating from 300 to 10,000. People from around the globe come to see live concerts with some of today's top headliners, along with major sporting events including Mohegan Sun's very own WNBA's Connecticut Sun. Every turn leads to a new adventure at Mohegan Sun with an indoor, 7-story waterfall, the world's largest and most spectacular planetarium dome and the awe-inspiring Wombi Rock, a glowing crystal mountain made of imported stone that serves as the focal point of the Casino of the Sky. As a premier destination worldwide, Mohegan Sun includes: A 34-story, 1,200 room luxury hotel tower. More than 300,000 square feet of gaming excitement, including smoke-free areas. A 20,000 square-foot world-class spa by Elemis. The Shops at Mohegan Sun, a 130,000 square-foot retail shopping experience, 30 restaurants, food & beverage outlets. 10,000 square-foot indoor pool Or calling Mohegan Sun s Transportation Services reservation Center at Getting to Mohegan Sun You're closer than you think to one of the world's top destinations. Info on Plane, Train, Ferry & Bus and Driving Directions: All Options: T.F. Green International Airport - Warwick, RI (approx. 60 miles) Fee based - Hourly Shuttle Service Available Bradley International Airport - Hartford, CT - (approx. 58 miles) Fee based - Hourly Shuttle Service Available Amtrak to New London, CT - (approx. 20 minutes) HomePage Metro-North to New Haven, CT - Taxi Service to Hotel These links are also available on this event s website. You can access the event website by visiting: ExecuSummit.com What Other Insurance Industry Professionals Have Said About Our Summits: I was impressed with the speakers. They truly are reputable in their specialties. The seminar was indeed very informative Travelers I really found the seminar to both enlightening & Informative. Mutual Marine Office, Inc. I found the sessions to be informative and insightful, big thumbs-up to all of the presenters. GenRe The conferences are always very informative and coordinated. Monitor Liability Managers, Inc.
7 ExecuSummit Please Register Me for the 8thAnnual Errors & Omissions Insurance ExecuSummit The Earlier You Register the More You Save: General Session: Tuesday & Wednesday June 17 & 18, 2014 Early-Bird Promotion: Register April 1, May 16, $ You Save $150 of Regular Registration. Register May 17, 2014 through conference: Regular Registration....$ EASY WAYS TO REGISTER! 1) 24/7 SECURE ONLINE: 2) Scan and send to registration@execusummit.com 3) FAX: /7 4) PHONE: x 705 = REGISTRATION DEPT. 5) U.S. Mail: Send to our mailing address Registration for this ExecuSummit includes presentation documentation provided by speakers, delegate CD, breakfast, Networking luncheon & refreshment breaks & cocktail reception. Registration fee is accepted in the form of a company check, Visa, MasterCard, American Express. All payments are to be in U.S. Dollars. Please make checks payable to ExecuSummit. Dress Attire: Business Casual. PERSONAL INFORMATION Name: Title: Company: Address: City: State: ZIP: Telephone: Fax: Registration Form CANCELLATIONS / REGISTRATION TRANSFERS Should you be unable to attend, a prompt refund less an administrative fee of $150 will be made for cancellations received in writing by May 16, There will be no refunds due to cancellations received after May 16, Non-Payment does not constitute a cancellation. You may transfer your registration anytime. In the unlikely event this program is cancelled, ExecuSummit is not responsible for any airfare, hotel or other costs incurred by registrants. Every effort is made to ensure the speakers in our agenda appear, but speakers, agenda & other events are subject to change without notice. SELECT METHOD OF PAYMENT Enclosed is a check payable to ExecuSummit Please charge my credit card Check One: Visa MasterCard American Express Discover Diners Club Card Number: Expiration: Name On Card: Card Billing Address: City: ST: ZIP: Signature: EVENT VENUE LOCATION INFORMATION Mohegan Sun - 1 Mohegan Sun Blvd, Uncasville, CT ExecuSummit Preferred Rate: $ per night, plus taxes Room Reservations: Please use preferred rate code: EXSU14G PLEASE PHOTOCOPY THIS REGISTRATION FOR ADDITONAL ATTENDEES SAVE!!! Special Promotional Pricing for groups of 4 or more. Register 3 delegates and Receive a 4 th registration for the same event at no charge. PLEASE RETURN THIS FORM TO: ExecuSummit, LLC Phone: x South Road, Fax: Suite registration@execusummit.com Poughkeepsie, NY Register on-line: or fax this form to or scan and to registration@execusummit.com You will receive an e-confirmation via .
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