Advanced Insurance Law Course
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1 12 th Annual Advanced Insurance Law Course Hilton San Antonio Hill Country Hotel & Spa LIVE San Antonio Hilton San Antonio Hill Country Hotel & Spa June 11-12, 2015 VIDEO Dallas Cityplace Events July 30-31, 2015 NEW MONTH! NEW LOCATION! Join us Thursday evening for a Casino Party & Networking Event Enjoy heavy hors d oeuvres, drinks, gaming tables & prizes! (live site only, included in registration) Course Amenities Coffee, pastries and lunch included each day Complimentary on-site self-parking Convenient access to power strips bring your laptop Complimentary wireless connection available Course materials provided as a PDF download and a printed notebook or receive the PDF download only at a discount! HOT TOPICS The New Restatement of the Law of Liability Insurance presented by ALI Associate Reporter Kyle Logue Discovery in Insurance Cases with Paul Gold Review of the Recent Supreme Court Opinion in BP-Deepwater Horizon with Julia Palmer Supreme Court Insurance Update with Justice Paul Green Trial of an Insurance Case with Joe Nistico & Matthew R. Pearson MCLE CREDIT HRS (2 ETHICS)
2 TexasBarCLE presents the 12th Annual Advanced Insurance Law Course Cosponsored by the Insurance Law Section of the State Bar of Texas LIVE San Antonio Hilton San Antonio Hill Country Hotel & Spa June 11-12, 2015 Register by May 28th and save $50! Dallas San Antonio Insurance Law Section Members can save $75! VIDEO Dallas Cityplace Events July 30-31, 2015 Register by July 16th and save $50! Thank you to our Casino Party & Networking Social sponsors! Platinum Gold Silver Thursday 7.25 hours including 1.5 ethics 8:00 Registration Coffee & Pastries Provided 8:45 Welcoming Remarks Course Co-Director Pamella A. Hopper, Austin McGuireWoods Course Co-Director Lisa A. Songy, Dallas Tollefson Bradley Mitchell & Melendi 9:00 Trial of an Insurance Case 1 hr (.25 ethics) Joseph F. Nistico, Jr., Houston Nistico Crouch & Kessler Matthew R. Pearson, San Antonio Gravely & Pearson 10:00 Discovery Issues in Insurance Litigation.5 hr (.25 ethics) Paul N. Gold, Houston Aversano & Gold 10:30 Break 10:45 Right to Independent Counsel.75 hr (.5 ethics) Moderator Hon. Fred Biery, San Antonio Chief Judge, U.S. District Court Panelists Jamie P. Cooper, Houston Martin Disiere Jefferson & Wisdom Michael W. Huddleston, Dallas Munsch Hardt Kopf & Harr 11:30 Disqualifying Opposing Counsel.5 hr ethics Charles Herring, Jr., Austin Herring & Irwin 12:00 Break - Lunch Provided 12:15 Luncheon Presentation: Restatement/Principles on the Law of Liability Insurance - Part 1.75 hr Kyle D. Logue, Ann Arbor, MI Wade H. and Dores M. McCree Collegiate Professor of Law The University of Michigan Law School 2
3 Hilton San Antonio Hill Country Hotel & Spa 1:00 Panel: Restatement/Principles on the Law of Liability Insurance - Part 2.75 hr Moderator Laura A. Hernandez, Waco Baylor Law School Panelists Ernest Martin Jr., Dallas Haynes and Boone LLP Theodore Schultz, San Antonio Lindow Stephens Treat 1:45 Break 2:00 Appraisals/Adjustments of the Claim 1 hr Thomas W. Hamrick, El Paso Armstrong & Hamrick 3:00 Long Tail Claims.75 hr Jason C. McLaurin, Houston Strong Pipkin Bissell & Ledyard 3:45 Break 4:00 Primary Excess Relationships.5 hr Stephen A. Melendi, Dallas Tollefson Bradley Mitchell & Melendi 4:30 D & O Insurance: Policy Basics, Current Trends and Mistakes to Avoid.75 hr Kara Altenbaumer-Price, Esq., Dallas USI Southwest / USI Northwest 5:15 Insurance Law Section Meeting (live site only) 5:30 Adjourn 6:00-9:00 Casino Party & Networking Event (live site only) Friday 6.5 hours including.5 ethics 8:00 Coffee & Pastries Provided 8:25 Announcements 8:30 Health Insurance Primer.5 hr Robert L. Harris, Esq., Richardson RLHarrisLaw 9:00 Personal Lines Issues.5 hr Brian L. Blakeley, San Antonio Blakeley Law Firm 9:30 Special Event/Entertainment Insurance.5 hr James Chippendale, Austin Ascend Insurance Brokerage Craig C. Crafton, Dallas Travelers Insurance Company 10:00 Break 10:15 Hacking Through Cyber Insurance.5 hr Jes Alexander, Dallas Dickey s Barbecue, Inc. Mariah Baker Quiroz, Dallas Thompson Coe Cousins & Irons 10:45 30 Insurance Tips in 30 Minutes.5 hr William J. Chriss, Austin Law Office of William J. Chriss, P.C. of counsel to Gravely & Pearson, L.L.P. Christopher W. Martin, Houston Martin Disiere Jefferson & Wisdom 11:15 Stowers - Practical Tips 1 hr Norton A. Colvin, Jr., Brownsville Colvin Chaney Saenz & Rodriguez Pamela Dunlop Gates, Dallas Colliau Carluccio Keener Morrow Peterson & Parsons 12:15 Break - Lunch Provided 12:30 Luncheon Presentation: Supreme Court Update for the Insurance Practitioner.75 hr Hon. Paul W. Green, Austin Justice, Supreme Court of Texas 3 1:15 Break 1:30 Conflicts of Interest That Affect Insurance Lawyers.5 hr ethics Michael S. Quinn, Austin Law Firm of Michael Sean Quinn 2:00 Life Insurance Update.5 hr Jennifer Johnson, Dallas Law Office of Mark A. Ticer 2:30 Multidistrict Litigation as It Relates to Insurance Law.5 hr Hon. Rose Guerra Reyna, Edinburg Judge, 206th District Court 3:00 Deep Water Horizon.75 hr Julia Palmer, Houston Gray Reed & McGraw 3:45 Adjourn MCLE CREDIT #TBCLE HOURS (2 ETHICS) MCLE COURSE NO: Applies to the Texas Bar College and to the Texas Board of Legal Specialization in Civil Appellate Law, Civil Trial Law, Consumer Law and Personal Injury Trial Law. Texas Department of Insurance Credit TexasBarCLE is recognized by the Texas Department of Insurance as an approved provider of insurance related continuing education (sponsor ID 32398). A certificate of attendance is available upon request at the course.
4 The Insurance Law Section serves to: Bring together members of the Texas Bar who have an interest in one or more substantive areas of insurance law. Provide a forum where issues of insurance law can be thoroughly discussed in a bi-partisan manner. Improve the standards of professional competence of insurance law practitioners. Create a forum to develop, analyze and recommend actions to improve the insurance law system and to enhance public understanding of that system. Promote the efficient and fair delivery and availability of legal services in the insurance law field. Membership is just $30 per year. Non-attorneys are encouraged to join as associate members. Membership benefits include: Complimentary subscription to the Insurance Law Journal Discounts to all section-sponsored CLE programs Complimentary subscription to Right Off the Press Updates Access to the Member s Only section of the Section s website Online access to past CLE course materials and brief bank Join the A listing in the online Membership Directory Learn more at 4 Reserve Your San Antonio Hotel Room by May 18 Hotel rooms have been blocked at special rates on a space available basis. To make a reservation, contact the hotel and indicate that you will be attending this State Bar of Texas course. San Antonio LIVE Hilton San Antonio Hill Country Hotel & Spa 9800 Westover Hills Blvd. San Antonio, TX (210) $159 single/double or $179 One bedroom king suite Deadline: May 18, 2015 Reservation Link: Use group code: SBT The reserved block of rooms may fill up before the deadline indicated. Act now! Dallas VIDEO Cityplace Events 2711 North Haskell Avenue Dallas, TX (214) No rooms have been blocked for this showing. Course Co-Directors Pamella A. Hopper...Austin Lisa A. Songy...Dallas Planning Committee Veronica Martinsen Bates...Dallas Beth D. Bradley...Dallas William J. Chriss...Austin Linda M. Dedman...Dallas Rebecca S. DiMasi...Austin Rodrigo Garcia Jr...Houston Michael W. Huddleston...Dallas Jason C. McLaurin...Houston Michael S. Quinn...Austin Stephen E. Walraven...San Antonio TexasBarCLE Planning Team Kathy Reese...Program Planner Dawn Mershon... Program Coordinator Deserea Serna...Written Materials Coordinator Tiffany Clay...Meeting Planner Insurance Law Section of the State Bar of Texas Mark A. Ticer...Chair J. James Cooper... Chair-Elect L. Kimberly Steele...Secretary Meloney Cargil Perry... Treasurer Stephen E. Walraven... Immediate Past Chair State Bar of Texas Trey Apffel...President Roger A. Key... Chair of the Board Allan K. DuBois... President-Elect Lisa M. Tatum... Immediate Past President Rebekah Steely Brooker...TYLA President Deborah Bullion...Chair, CLE Committee Gary Nickelson...Chair, Board PDP Committee Michelle E. Hunter...Executive Director Patrick A. Nester... Director, TexasBarCLE
5 Registration Form W A Y S T O R E G I S T E R Online TexasBarCLE.com credit card only Phone , x1574 during business hours credit card only Fax credit card only Mail State Bar of Texas LB# P.O. Box Dallas, TX check or credit card Registering five or more? Laura Angle at [email protected] for group discount information. Lawyers licensed 5 years or less take HALF OFF this course! Advanced Insurance Law Course Advanced Insurance Law Course San Antonio LIVE, June 11-12, 2015 q Regular Registrant...$695 Take $50 OFF: Register by May 28, I want my course materials format to be: q Hard copy book as well as a PDF download of same (both formats included in registration fee) q PDF download ONLY so I ll take $25 OFF q Licensed 5 years or less, HALF OFF...$347.50* Dallas VIDEO, July 30-31, 2015 q Regular Registrant...$545 Take $50 OFF: Register by July 16, 2015 q Licensed 5 years or less, HALF OFF...$272.50* 3 I m entitled to 1 or 2 discounts on this course: q $50 OFF because I m registering by the Register by date at the left. (If by mail, date of postmark will be determinative.) $25 OFF because (choose 1 box only) I m a member of the I may attend complimentary because I am a (see p. 6): q Qualifying judge q Judge s staff attorney *No discounts in section 3 may be taken. q Insurance Law Section q Texas Bar College q Paralegal Division Your course amenities include: Thursday evening casino party & networking event (live site only) Coffee and pastries provided both days Lunch provided both days Complimentary wireless internet connection in the meeting room Course materials provided as a PDF and a printed notebook or receive the PDF download only at a discount! 4 I can t attend. Just send course materials. FREE Shipping & Handling q Hard copy book $155 (plus tax; see footnote ) To order a discounted PDF download of course materials (available 4-6 weeks after the course), search Publications at TexasBarCLE.com. 5 My total is $. I am paying by: q Check (enclosed) payable to the State Bar of Texas for $ q Visa q MasterCard q AMEX q Discover PLEASE PRINT LEGIBLY Account No. Exp. Date Name on card (Please print) Signature State Bar Membership No. Registrant Name Firm Name/Court Address for Bar-Related Mail City/State Zip Phone ( ) Fax ( ) (required for registrant s PDF download option): A confirmation of your registration will be sent to the address you provide. Plus 8.25% sales tax on total. Please include sales tax or attach an exemption certificate. Book orders are filled and shipped 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form. For information on audio CDs of course topics, contact our DVD CLE service at , x1575. MP3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course. QUESTIONS? , x JW 5
6 State Bar of Texas P.O. Box Austin, TX LIVE San Antonio June 11-12, 2015 VIDEO Dallas July 30-31, 2015 NON PROFIT ORG U.S. POSTAGE PAID PERMIT NO AUSTIN, TEXAS fyi TexasBarCLE.com Ways to Save on This Course! Meet the Register By Deadline and Save $50 because early registrations help us ensure that sufficient course books, seating, and refreshments are available. Course materials and seating will be reserved for preregistrants until the start of the first topic. Insurance Law Section Members Can Save $75 by registering by the Register by date (thereafter, save $25). Not a member? To join, [email protected] or phone , x1425. Please do not send Section membership payment with your registration fee. Earn Discounts by Registering Five or More from your firm or agency. Contact Firm & Group Sales Manager Laura Angle at or [email protected]. HALF OFF for Attorneys Licensed 5 Years or Less! You read that right! See the registration form. Need Financial Assistance to Attend? TexasBarCLE offers a limited number of scholarships to attend a live course, video replay, archived online class, or webcast, or to subscribe to our Online Library. To apply or to learn more, call Mon-Fri 8am-5pm CT to Sara at , x1490. Please apply at least four weeks prior to the CLE event. Active State, County, and Texas-Area Federal Judges, Administrative Law Judges, Hearing Examiners, and Judge s Staff Attorneys May Attend for Free, Provided: (1) the course directly relates to the judge s tribunal s jurisdiction, (2) the judge is a full-time judge or retired under a judicial retirement system and (3) space is available for all paying registrants. This privilege does not extend to prosecutors, receivers, trustees, other court staff, or persons serving part-time in a judicial capacity. Actual attendance is required to receive course materials. Parking Information is subject to change and does not guarantee available space. SAN ANTONIO: Self-parking is complimentary in the hotel parking lot; DALLAS: Self-parking in the underground Cityplace garage is complimentary by picking up a validation ticket from the State Bar staff onsite. If You Need Special Accommodations to Attend, please contact us as soon as possible at , x1748. For Cityplace Events in Dallas, please call us in advance of your arrival so that assisted parking can be arranged for drivers of handicap-designated vehicles. Registered But Can t Attend? Still Earn MCLE Credit and receive course materials by (1) calling , x1574 to transfer your registration to a later presentation or (2) taking the course online later, in which case you ll automatically be sent the course materials. If you wish a refund instead, mail or fax ( ) your request so that we receive it at least one business day before the program. FREE TO OUR REGISTRANTS! Online Videos and MP3s of the Topics will be available to registrants 6-8 weeks after the course. Provide your address when preregistering to be notified when and how these benefits may be accessed. (Note: Presentation lengths may vary from that which was advertised.) There s no extra charge; as a registrant, you re already entitled! Interested in Sponsoring or Exhibiting at This Course or Others? Contact Julie Marshall at or [email protected]. Policy of Impartiality The State Bar of Texas does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone s candidacy. 6
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