Katherine Bertini (Kate) is Assistant General Counsel at United Technologies Corporation’s (“UTC”) headquarters in Hartford, Connecticut.  She is responsible for developing and leading UTC’s e-Discovery Center that provides e-Discovery support and advice and counseling to UTC and its business units.  In addition, Kate chairs UTC’s Litigation Best Practices team and coordinates litigation reporting requirements.  Kate is also responsible for management of UTC’s Outside Counsel Program, including selection and evaluation of firms, utilization of alternative fee arrangements, and acceleration of firm progress to workforce diversity.

Prior to joining the corporate office, Kate worked at UTC’s Pratt & Whitney division as Associate Counsel where she was responsible for creating a litigation management program at Pratt & Whitney, managing a diverse litigation portfolio, implementing enterprise-wide records management and conducting significant investigations.  She also worked at Otis Elevator Company as Associate Counsel – Litigation where she gained experience on product-related issues such as warnings and retrofit programs.

Kate began her legal career as a clerk for the Hon. Antoinette L. Dupont, Chief Judge of the Connecticut Appellate Court, and as an associate at the law firm of Day, Berry & Howard (now Day Pitney LLP).  She is a graduate of Georgetown University and the University of Connecticut School of Law. 

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Julie Fortune is Senior Vice President and Chief Claims Officer for Arrowpoint Capital based in Charlotte, NC. The Arrowpoint Capital insurance operation has a 165-year history in the United States, formerly as part of the worldwide Royal & SunAlliance Insurance Group plc. Julie is responsible for the multi-line claims management operation. She has more than 20 years of claims and legal experience in the insurance arena with both ongoing and run-off companies.

Prior to joining Arrowpoint Capital, Julie served as the Vice President of Staff Counsel, Services Provider Group and Claims at Fireman’s Fund Insurance Co., Sr. Vice President Claims Zurich Canada, Vice President – Customer Services Provider Group and National Litigation Manager for Zurich North America, and National Litigation Manager for Liberty Mutual. Throughout her career she has gained extensive experience in claims, organizational transition, and vendor and litigation management.

Julie earned her B.S. degree from the University of Oregon, M.A. degree from the Ohio State University, and J.D. degree from the Antioch School of Law. She is a member of the Supreme Court of the United States, Tennessee, and Oregon.

She is a frequent speaker at industry events and has been quoted in various publications on the topic of claims and litigation management. She is the current Co-Chair and an Advisory Board member of the CLM. Julie is also a member of the American Bar Association and the Association of Corporate Counsel. 

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Helen is Vice President and Manager of Enterprise Legal Services for the Liberty Mutual Group.  She serves as Vice Chairman of the Advisory Board for the Council on Litigation Management.  She is also a member of the ACC Law Department Executive Leadership Group.  Helen has had over 30 years of experience at Liberty Mutual Group including various management positions in the Claims and Legal Departments and the Field Legal Organization.  She assumed her current position in 2005, where her responsibilities include managing the outside legal expenditures for Liberty.  Her group is responsible for analytics on $1 Billion of legal spend.  Her responsibilities also include legal finance, technology, auditing and process improvement initiatives for the litigation management function.  Liberty Mutual is a diversified global insurer which ranks 71 on the Fortune 500.  Helen has a Bachelor of Science of Foreign Service from Georgetown University.

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Patricia A. Henry is currently Executive Vice President for ACE Group Holdings responsible for government and industry affairs.   Ms. Henry manages the development and implementation of the public affairs agenda at the state, federal and international level. In this role she manages ACE’s Washington, D.C. office and is the company representative to various industry associations. Some representative issues Ms. Henry has worked on include asbestos litigation reform, the terrorism risk insurance act and the current debate regarding financial services regulatory reform issues.  Since 1992 Ms. Henry has held numerous management positions at ACE, including serving as Chief Legal Officer for Ace’s domestic operations.   Prior to joining ACE, Ms. Henry was an associate at the Philadelphia law firm of White & Williams where she represented ACE’s predecessor companies as national coverage counsel for environmental, asbestos and other toxic tort exposures.

Ms. Henry is a frequent lecturer on the federal legislative agenda as well as tort reform issues.  She serves as Chair of the American Insurance Association Law and Regulation Committee and on the Boards of the Rand Institute for Civil Justice, the Philadelphia Diversity Law Group and is a member of the Federation of Defense and Corporate Counsel.  Ms. Henry is a graduate of the College of William & Mary and Villanova University School of Law.  Ms. Henry was recently named to the Business Insurance 2009 Women to Watch and was recognized in the December 2009 issue. 

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LoriAnn is Responsible for the management of the distribution strategy, marketing, branding, p&l, and the regional management structure and operational oversight of Navigator’s 17 field offices in order to effectively matrix with the product line management structure that had been in place.

LoriAnn has over 20 years experience in the insurance industry, most recently as President of Lloyd’s North America.  During her tenure as President of Lloyd’s North America, LoriAnn restructured the North American operations to achieve greater productivity and created a shared services platform.  She was very active in promoting increased visibility for Lloyd’s in the United States, which accounts for 55% of Lloyd’s total business.  She has previously held positions as the Managing Director and National Practice Leader for Risk Management and Financial Products for Wells Fargo Insurance Services, as the Managing Director and Practice Leader for ERM, Alternative Risk Finance and Risk Solutions at Marsh and McLennan, and Global Director of Financial Products at Sedgwick, Inc.

LoriAnn is currently on the national board of Prevent Child Abuse America, and sits on the advisory board of St. John’s University.  She serves on the advisory board of Global Advance, Inc., which is one of her most intriguing activities (www.global advance.org), a nonprofit that deploys senior executives to equip and empower women leaders in their marketplace to advance their abilities and to reach their full potential. She serves on the advisory board of Graduate Studies at Robert Morris College, the TFG Educational Foundation which educates on talent pathing and diversity, overcoming personal constraints for maximum personal growth in education, charter schools and corporate sectors.  She is aMember of Global YPO (Young President's Organization).  In the past, she has served on the National Council of Ronald McDonald House, the Boards of Le Bonheur Children’s Hospital and St. Jude Children’s Hospital. 

LoriAnn served on the 2008-2009 P&C CEO Roundtable.  She served on the 2009 APIW Woman of the Year selection committee.  LoriAnn was chosen as a 2010 Reactions Magazine “Rising Star” award recipient.  She is a 2008 Business Insurance Magazine "Woman to Watch"

LoriAnn was the speaker at the national Rims/ALB 2009 CEO’s View From The Top.  She has been a speaker and panellist at multiple national Rims conventions, an APIW keynote speaker, FEI national keynote speaker, the keynote speaker at the Pink Inc.,  She has been a panellist and keynote speaker at multiple conferences and events to include: National Association of Securities Dealers, multiple state rims events, financial executives conferences throughout the country, AM Best, NY Economics Club, British American Business, Napslo, ALB, AAMGA, Prima and ABA.  LoriAnn has been the subject of feature articles in the Wall Street Journal, Financial Times, Business Insurance, National Underwriter, Leader’s Edge, Reactions Magazine, Focus Magazine, and twice as the cover of Best Weekly.  A sample of LoriAnn’s most recent AM Best interview: 

http://www3.ambest.com/ambv/displaycontent/MediaArchive.aspx?RC=168100

LoriAnn’s community service activities are extensive.  Most notable are mission trips for Habitat for Humanity in Louisiana, Georgia and Kansas; and serving between 1996-2002 as an Advisor for Service over Self, an organization bringing together African-American with Anglo Americans to learn tolerance and value diversity. Over the past few years, LoriAnn had made trips to Lebanon, South Africa, Israel and Mexico on mission trips that have involved teaching ethical business practices to women entrepreneurs in those countries. She will be working with women in Jordan, Syria, Ghanna and Mumbai in 2010. 

LoriAnn, a sixth generation Texan, moved back to Dallas from New York last year when she married her husband Keith.  She resides there with her husband and 3 step-children.

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Deborah is Vice President of Dispute Resolution in the Litigation Management Division of Chartis where she is responsible for the strategic use of alternative dispute resolution (ADR) and increasing the alternative methods of appropriate dispute resolution used within the Claims Organization.  In June 2005, the AIG Companies was honored by Dispute Resolution Services in Los Angeles, California with the Corporate Achievement Award for establishment of the Office of Dispute Resolution.   

Prior to joining Chartis, she was a Vice President with JAMS- “The Resolution Experts”. For 17 years previously she was Vice President and Director of the Dispute Resolution Department for FINRA.

Ms. Masucci has extensive experience as an adjunct professor of law teaching numerous courses and programs including: a Mediation Clinic; Securities and Market Regulation seminar; and Director of a Securities Arbitration Clinic.

Deborah delivered the inaugural L. Randolph Lowry Lecture at the Southern California Mediators’ Association Annual Meeting in November, 2005. The lecture was entitled “The Absolute Mediator”. She also delivered the Stephen Weiss Memorial Lecture at Parsons-The New School for Design in February 2006. The lecture was entitled “Successful Negotiation: How Gender and Cultural Differences Affect the Negotiation Process”.

She is former Chair of the Arbitration Committee for the New York City Bar Association and currently serves on their Executive Committee. She is a member of the Insurance Committee and the Executive Committee for the International Institute for Conflict Prevention and Resolution (CPR). She is a Board member for Access ADR, an organization committed to Diversity in ADR. She is Vice Chair and a Council Member for the American Bar Association’s Dispute Resolution Section. She also serves on the New York State Bar Association’s Task Force on the Future of the Legal Profession.

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Fran McCaffrey is Corporate Counsel for BMW of North America, LLC, the sole distributor of BMW automobiles and motorcycle and MINI automobiles in the U.S.  Fran’s legal responsibilities extend to Rolls-Royce Motorcars, LLC and Husqvarna Motorcycles NA, LLC.  Fran’s legal responsibilities include consumer litigation, trademark enforcement, and information management.  Prior to her current position in the Legal Department, Fran served positions as Center Development Manager and Customer Relations Manager for BMW NA.  Fran recently celebrated her 30 year anniversary at BMW NA.  Fran received a JD from Pace University School of Law and a BS in Accounting from Fairleigh Dickinson University.  Raising three active children, Fran is involved in many community activities including CCD teacher and Cub Scouts Den Leader.

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Dr. Newman is an international insurance broker specializing in Fortune 500 clients worldwide.

She is the President and CEO of The Newman Team at Aon Corporation.  The Newman Team believes superior client service is a religion.

She serves on the Board of Directors of China Healthcare Holdings Ltd.

Dr. Newman is on the Board of the Police Athletic League of New York.  She is on the Corporate Board of Carnegie Hall, and is a Fellow of the Foreign Policy Association and a member of the Associate Committee of the Juilliard School. 

She is a member of the Council on Foreign Relations; Economic Club of NY; a Vice Chairman of the Business Committee of the Metropolitan Museum of Art; a member of the Women’s Medical Center Advisory Board of the New York Presbyterian Hospital-Cornell Medical Center; a past President of the Financial Women’s Association.  She is on the Board of the Brain Trauma Foundation and The American Liver Foundation, Greater New York Chapter and the New York Citizens Budget Commission.  She also Chairs the Child/Care/After School Committee for the PAL.

Her business and professional writings include articles in American Bar Association publications and Real Estate Forum.  She has authored Lessons Learned and

Terms ofEngagement and co-authoredOrganizational Communication and Behind Closed Doors; A Guide to Effective Meetings.

Pamela J. Newman frequently addresses audiences including The Sports Summit, Financial Executives Institute, National Risk and Insurance Management Society, National Association of Accountants, and faculty and students at The Harvard Business School.  

Dr. Newman has received many awards.  The Greater New York Council of The Boy Scouts of America awarded Dr. Newman “Distinguished Woman of the Year” in 2009.  In 2008, The March of Dimes (Construction and Transportation Division) presented her the Service to Humanity Award; The Woman of the Year Award from the Police Athletic League of New York in 2007; The Spirit of New York Award from The American Liver Foundation, Greater New York Chapter in 2006; The Leadership Award from The American Jewish Committee in 2005 and The Humanitarian of the Year Award by the American Cancer Society of Long Island in 2004. 

Pamela Newman earned her B.A., M.A. and Ph.D. degrees from The University of Michigan.  During her years in academia, she received a three-year teaching fellowship and was awarded the Horace A. Rackham Doctoral Research Grant.

She is married to Henry E. Kates.  She has two children, Romy and Theodore. 

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Ms. Pemberton currently leads the Global Risk Management department.  Responsibilities include design, implementation & management of Chiquita's enterprise risk management process; Strategy setting and program design/placement of Chiquita’s worldwide insurance coverage (including executive risks, property/cargo, marine/casualty, and aviation); Oversight of related risk control activities; Contract review; Due diligence projects. 

Ms. Pemberton's career began with a regional telecommunications company and subsequently served in a risk management services role with a global risk and insurance brokerage firm.   She joined Chiquita Brands as its corporate risk analyst in November 2000.  In 2005, she began designing and later launched Chiquita's enterprise risk management process.  In 2007, she assumed leadership of the consolidated enterprise risk and insurance risk management department.

Chiquita Brands International, Inc. is a leading international marketer and distributor of high-quality fresh and value-added food products - from energy-rich bananas and other fruits to nutritious blends of convenient green salads.  The company markets its products under the Chiquita® and Fresh Express® premium brands and other related trademarks. Chiquita employs approximately 21,000 people operating in almost 80 countries worldwide.   Chiquita is a publicly traded (NYSE: CQB) company with annual net sales of $3.5 billion.

Ms. Pemberton is a Graduate of Thomas More College in Northern Kentucky and holds Associate in Risk Management (ARM) designation from the Insurance Institute of America.

Ms. Pemberton is an active member of the Risk and Insurance Management Society (“RIMS”) currently serving as a Board Member with board level oversight responsibilities for marketing and communications functions; Served on RIMS Enterprise Risk Development Committee from 2006-2009 during which time she contributed to numerous whitepapers, educational session and material development, publications and co-development of RIMS’ Risk Maturity Model.  She is a frequent speaker/panelist at various conferences and other educational forums specifically targeted toward enterprise risk management process design and management (including those sponsored by RIMS, American Strategic Management Institute, Institute of Internal Auditors, Marcus Evans, KPMG, Institutional Investor.) 

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Robin Sangston is Vice President, Legal Affairs and Chief Compliance Officer for Cox Communications, Inc.  In her role she oversees all of the operations of the Legal Affairs Department.  Prior to joining Cox Communications, Robin was an associate with the law firm of Dow, Lohnes in the Washington, D.C. office.  There, she specialized in litigation involving media companies.

 Robin received her B.A., magna cum laude, from the University of Pennsylvania where she was a member of the Mortar Board Honor Society.  She received her J.D., with high honors, from George Washington University’s National Law Center.  She was selected to be a member of the George Washington Law Review and Order of the Coif.

 In 2004, Robin served as the national Chair of Women in Cable & Telecommunications, Inc. (“WICT”), a 10,000 plus member non-profit organization whose mission is to develop women leaders in the cable television industry.  In addition to her work with WICT, Robin has supported a number of other organizations and initiatives, including non-profit service on the board of the Minority Corporate Counsel Association, the Atlanta Chapter of Cable Positive, a non-profit organization dedicated to raising AIDS awareness and funding AIDS education, research and care, the Atlanta Ballet, the Atlanta Chapter of the Federal Bar Association, and the Atlanta Legal Diversity Consortium.  Robin also serves as Chair of Cox Communications’ Diversity Council, which represents the over 2000 employees at Cox’s Atlanta headquarters.

The mother of three active teenagers, she is involved in a variety of community activities.

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Dorien Smithson oversees all Willis North American claim, risk control and data analytics. Dorien has 30 years of experience as a leader of underwriting and Risk Consulting business operations for major insurance companies. 

Before joining Willis, she was Senior Vice President of Sales and marketing for ESIS, Inc the TPA operation of ACE USA. Prior to joining ACE she was the Regional Managing Director for Liberty Mutual major account operations for the Northeast markets.

She began her career with 15 years of managing various domestic and international underwriting businesses for AIG in New York and Chicago.  Dorien is a graduate of Baruch College with a B.B.A.  in Marketing Management.   

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Jane Tutoki is Xchanging’s Global Head of Claims Management Services.  She joined Xchanging from her position as Chief Claims Officer at Zurich Financial Services in November 2010.

 

Prior to joining Zurich North America Commercial in August 2007, Jane worked in Switzerland as the global chief claims officer for Zurich Financial Services. Jane joined Zurich from the Farmers Insurance Exchanges where she served two years as Vice President of Auto Claims and in 2003 became Vice President of Specialty Claims. Prior to joining Farmers, Jane was the Vice President of Commercial Claims operations for The Hartford Insurance Company.

 

Jane began her affiliation with the insurance industry as a trial lawyer performing defense work for numerous insurance companies, then becoming in-house counsel for the Continental/CNA insurance company before joining The Hartford in 1993.

 

In September 2009, Jane was honored with the Insurance Networking News' Women in Insurance Leadership award. She is a member of the Federation of Defense and Corporate Counsel (FDCC), a Chartered Property Casualty Underwriter (CPCU) and is a past member of the Board of Director’s of Electricidad de Caracas (EDC), a Venezuelan electric company.

 

Jane holds a law degree (Juris Doctor) from the University of Pittsburgh and a bachelor’s degree in management from Seton Hill College. She is admitted to practice law before the Supreme Courts of Pennsylvania, New York and the U.S. Supreme Court.

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Paula R. Watson is presently Vice President and Senior Counsel for TD Bank, N.A. in South Portland, Maine and manages significant litigation for the Bank and its subsidiaries with a concentration in the New England region.  TD Bank, America's Most Convenient Bank, is one of the 15 largest commercial banks in the United States with $160 billion in assets, and provides customers with a full range of financial products and services at more than 1,100 locations from Maine to Florida.

Attorney Watson was a partner at the law firm of Thompson, Bull, Furey, Bass and  MacColl as a commercial litigator primarily for financial institutions for a decade.  She graduated cum laude from Vermont Law School and holds a Masters degree in Strategic Studies from the United States Army War College.  She served over twenty-three years in the United State's Army Judge Advocate General's Corps and retired as a decorated Colonel.  She is a Fellow in the Maine Bar Foundation and a member of the American Bar Association, New England Corporate Counsel Association, Inc., Maine Bar Association and Vermont Bar Association.

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