2019 Litigation Management Institute

Handouts

Description

Below are links to all of the pre-course reading materials. You are expected to read all material before attending the in-class sessions. Some courses have both a required and reference reading list - reference materials are optional.

Use of this course material is strictly limited to students enrolled in the Litigation Management Institute. Any further distribution, copying, or publication of these documents is prohibited.

Reference

Friday Courses 1-5 PowerPoints

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Saturday Courses 6-9 PowerPoints

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Sunday Courses 10-11 PowerPoints

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Course 1: Client Relations, Expectations and Confidentiality

Required

Taming the Beast: Managing Client Expectations in a 24/7 World

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Client Expectations: Discovering Them, Understanding Them, Managing Them

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Eight Small Steps to Improve Client Relationships

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Claims and Litigation Management Alliance Guidelines

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Litigation Guidelines

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Litigation Guidelines 2

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Course 2: Fundamentals of Risk Transfer

Required

The Ongoing Argument of Ongoing Operations

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Indemnity in a Nutshell

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Coverage for Contractual Risk Transfer and Additional Insured Issues

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Contractual Risk Transfer — Is It Worth the Cost?

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Reference

Business Auto Coverage Form

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Homeowners 3 Special Form

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Personal Auto Policy

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Additional Insured Status: Recognizing Coverage Risks

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Limited Form Vendor's Endorsement — Issues to Be Considered Part 1

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Limited Form Vendor's Endorsement — Issues to Be Considered Part 2

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Questions and Answers on Additional Insured Issues – Part 1

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Questions and Answers on Additional Insured Issues – Part 2

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Course 3: Alternative Fee Arrangements

Required

Marketing Alternative Fee Arrangements

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GCs See Potential in Shaking Up Arbitration Fee Norms

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Embrace Alternative Fee Arrangements

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Course 4: Reserving and Data Management from an Actuarial Perspective

Required

Estimating Unpaid Claims Using Basic Techniques - Required pages listed on page 2 of document

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Reference

Estimating Unpaid Claims Using Basic Techniques - Reference reading listed on page 2 of document

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Course 5: Resolution Strategies

Required

Raising Emotional Intelligence

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5 Mediation Myths, Debunked

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Course 6: Litigation Metrics

Required

Don't Be Tyrannized by Old Metrics

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The True Measures of Success

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CLM Litigation Management Report

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Course 7: Coverage Perspectives

Required

Essentials: What Every Claim Adjuster Should Know About Bad Faith

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San Diego Federal Credit Union v. Cumis Ins Society

Go to page

Travelers Property v. Centex Homes

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Allocation in Continuous Damage Claims

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Reference

Additional Insureds Endorsement

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Commercial General Liability Coverage Form

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Moeller v. American General Insurance

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Reyburn v. Plaster

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Pepper's Example Intentional Acts

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Pepper's Example Work Product Exclusion

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50 State Quick Reference Guide - Independent Counsel

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W.Hills Dev. Co v. Chartis Claims

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Do Certificates of Insurance Matter?

Go to page

Trigger of Coverage Chart

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Course 8: Pen to Paper: Strategic Budgeting and Simple Data Mining

Reference

Law Department Analytics Survey

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Majority of Legal Ops Directors Call Data Analytics ‘Priority’

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Law Department Metrics Your CEO Wants to See

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Law Department Responsibility

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The Budgeting Piece of the Business of Law

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Law Department Budgeting and Forecasting

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Making Litigation Plans and Budgets Work for You

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Top Ten Metrics That Your Legal Department Should Be Tracking

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Legal Industry Evolution-Back To Business

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In Litigation, Budgets are Outside Counsel's Friend

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Most Law Firms Not Meeting GCs’ Expectations

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A Guide to Partnering with Outside Litigation Counsel

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In Search of Predicable Legal Budgets

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Latest Trends and Best Practices in Managing Outside Counsel

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The Litigation Plan- An Alternative To Traditional Litigation Budgets

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Course 9: Evaluation and Assessment: Impact Reporting and Reserving

Required

Effective Management of Outside Counsel

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National Litigation Management Study (pages 9 to 10 and 14 to 15)

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Course 10: e-Strategies

Required

With "Friends" Like These, Who Needs Enemies? Passwords, Privacy and the Discovery of Social Media Content

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As Voir Dire Becomes Voir Google, Where are the Ethical Lines Drawn

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Facebook, Twitter and LinkedIn

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The Tweet Smell of Success, or a Trip to the Disciplinary Board? Ethical Concerns in the Use of Social Media

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Facing Up to Facebook - Ethical Issues with Lawyers' Use of Social Media

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Reference

Largent v. Reed, 2009-1823 (Pa. Ct. of Common Pleas; Nov 8, 2011)

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Course 11: Practical Aspects of Litigation Management - Strategic Implementation

Required

Cutting Through the Clutter of Litigation “Management”

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Partnering with Your Attorneys on Major Lawsuits

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A Win-Win Strategy

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We Have to Talk: A Step-By-Step Checklist for Difficult Conversations

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