Stephen Jones

Vice President of Professional Liability

Admiral Insurance Company

Stephen Jones is speaking in the following session(s):

Presentation A - Current Trends for Insurance Brokers Jan 24 2014 9:55AM

Stephen Jones is the Vice President of Professional Liability for Admiral Insurance Company.  He has 16 years of underwriting experience in Professional and Management Liability lines of insurance.  Stephen has managed underwriters, managed programs and trained underwriters at different points in his career.  Prior to working for Admiral Insurance, Stephen worked for The Hartford and Chubb Insurance. 
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Jennifer Rothstein

Cyber Insurance Practice Leader

Arete

Jennifer Rothstein is speaking in the following session(s):

Presentation C - Thinking of Bringing eDiscovery In-house? Understanding the Risks and Costs of In-house eDiscovery Jan 24 2014 11:05AM

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Javier Gonzalez

Executive VP of Sales

Axis Insurance Services, LLC

Javier Gonzalez is speaking in the following session(s):

Presentation A - Current Trends for Insurance Brokers Jan 24 2014 9:55AM

Professional liability insurance professional, specializing in Errors and Omissions, Directors and Officers, EPLI, Privacy/Network Security and Fiduciary insurance for private and public corporations nationwide.

Javier has worked for Axis Insurance Services, LLC since early 2005. As Executive Vice President of Sales, he is responsible for the overall direction and supervision of the company’s sales force.

Javier has highly-developed instincts which help him anticipate the needs of his clients and build custom professional liability solutions. His consultative approach has helped him establish a deep trust with his clients. They allow him to dive head-on into their business operations, assess the potential risks and make appropriate changes to their insurance policies so they are well-protected.

Prior to joining the company, Javier worked for a financial services firm in Northern New Jersey and spent time with the administration of Private Placements/IPO filings and related materials to be filed with the SEC.Other Accomplishments

Designated as a 40 Under 40 Broker Leader by Business Insurance B.S. in Business Administration, Fordham University, NYC 3-Year Letterman, Fordham University Football Completed The Oz Principle Corporate Training NAR Speaker at Ft. Lauderdale Chapter Meeting Professional Liability Underwriting Society Member
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Kristen M. VanderLinde

Shareholder/Liability/Dept.Head

Boyd & Jenerette, P.A.

Kristen M. VanderLinde is speaking in the following session(s):

Presentation B - Point One at Me and Three Back at You: Strategies for Defending Multi-Party Professional Liability Lawsuits Jan 24 2014 8:45AM

For twenty years, Ms. Van der Linde, has devoted her practice exclusively to the defense of cases and appeals involving trucking liability, automobile liability, premises liability, wrongful death, asbestos, bad faith, negligent security, and coverage issues. She is Board Certified in Civil Trial Law and practices throughout the States of Florida and Georgia. Ms. Van der Linde frequently lectures on a wide range of topics including adjuster ethics, handling wrongful death claims, and bad faith litigation for continuing educational credit to insurance professionals. She is rated AV by Martindale Hubbell, its highest rating, and has been recognized as Best Lawyers' 2012 Jacksonville Personal Injury Litigation--Defendants Lawyer of the Year, as one of The Best Lawyers in America (2008-2013), Florida Super Lawyer (2010-2012), U.S. News Best Lawyers (2010-2013), Jacksonville's Best Lawyers by Jacksonville Magazine for Personal Injury Litigation (2011-2012), for Insurance Defense (2010-2012), as Jacksonville’s Best Lawyer by Folio Weekly (2008-2012), Florida’s “Legal Elite” by Florida Trend Magazine (2006-2012)

Admissions

Florida, 1992 -Board Certified in Civil Trial Law Georgia, 1992United States District Court, Middle District of Florida, 1992United States District Court, Northern District of Georgia, 2005United States District Court, Northern District of Florida, 2012United States District Court, Southern District of Florida, 2012

Memberships

International Association of Defense Counsel

Vice Chairman, 2009 Mid-year Meeting, Insurance and ReinsuranceDefense Research InstituteThe Florida Bar Rules of Civil Procedure Committee, 2006-2009Fourth Judicial Circuit Grievance CommitteeFlorida Association of Defense CounselJacksonville Association of Defense Counsel President, 2001The Florida BarThe Georgia BarThe Jacksonville Bar AssociationJacksonville Women Lawyers AssociationChester Bedell Inn of Court, (1998 – 2000) - Master (2009)Best Lawyers in America, 2008-2011American Board of Trial Advocates, 2008 to present

Seminars

2012: Bad Faith 101, National Business Institute 2011: Bad Faith Law and Litigation in Florida and Legal Ethics and Conflicts: Changes and Effects for 2011 2010: Ethical Traps to Avoid (2010), Adjuster Ethics, UM-Carrier Setting Off, and Medicare Set Asides 2009: Update: Bad Faith Insurance Claims in Florida: Emerging Issues and Current Laws, and Priority of Coverage Issues 2008: North Florida Personal Injury Verdicts, Florida Wrongful Death Claims, and Independent Medical Exam 2007: Instructor, “Winning Your First Civil Trial”, Adjuster Ethics, Traps and Pitfalls to Avoid in Bad Faith Litigation, Florida Defense Lawyers Association, Independent Medical Examinations, Florida Defense Lawyers Association, Products Liability Case Law Update 2006: Handling Wrongful Death Claims: Hurricane Claims Handling

* If you would like Ms. Van der Linde to present a seminar, please contact her directly.

Publications

Co-author, Florida, in Insurance Bad Faith-2010: A Compendium of State Law (Anthony R. Zelle et al. eds., DRI 2010).

Education

B.A., Fairfield University, 1989J.D., Georgia State University, 1992

Moot Court Team American Jurisprudence Award, Moot Court
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David Deusner

Attorney

Bradley Arant Boult Cummings LLP

David Deusner is speaking in the following session(s):

Presentation C - Thinking of Bringing eDiscovery In-house? Understanding the Risks and Costs of In-house eDiscovery Jan 24 2014 11:05AM

David Deusner is the Director of Litigation Support and eDiscovery Service for Bradley Arant Boult Cummings, LLP. He is responsible for the design and implementation of the firm’s litigation support infrastructure and directs firmwide training and education on current trends and topics in eDiscovery. As part of the eDiscovery services offered by the firm, Deusner and his team regularly assist clients with developing and updating electronic records management policies and procedures to ensure they are prepared to deal with issues long before they arise. Those services include advising companies on developing legal holds policies and procedures and strategizing targeted collection practices.
A member of several regional and national groups focused on eDiscovery issues as well as a frequent speaker and lecturer, Deusner has coordinated eDiscovery matters involving construction delays, insurance coverage, trademark and patent infringement, and other complex litigation matters. He provides strategic advice to litigation attorneys, works with case teams to develop eDiscovery budgets and best practices, and oversees the use of third-party vendors for certain eDiscovery services. Through advanced technology solutions and the development of best practices, the department seeks to provide efficient and cost-effective eDiscovery solutions to clients.
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Paul Zimmerman

Attorney

Christian & Small LLP

Paul Zimmerman is speaking in the following session(s):

Presentation C - You've Got Mail. . . And it is Replete with e-Discovery Risks Jan 24 2014 9:55AM

Paul Zimmerman’s practice includes commercial and complex litigation, insurance defense, as well as covenant not to compete, trade secret, and squeeze out claims.  He leads the Firm’s Electronic Discovery Practice Group, is a member of the Firm’s Technology Committee, and frequently advises the Firm’s clients regarding litigation hold, electronic discovery, records retention, and related  matters. Email: jpz@csattorneys.com.  Website: www.csattorneys.com.
Recent discovery team work includes: product liability matter involving over 200 cases in 7 states and an MDL proceeding; injunctions involving software; and electronic discovery in commercial claims of up to $40,000,000.  Paul has tried cases lasting up to three weeks and involving as many as 35 witnesses.  He is a member of The Sedona Conference Working Group 1 (Electronic Document Retention and Production) and is a Co-Chair of CLM’s eDiscovery and ESI Committee.  He has spoken on electronic disovery across Alabama, in Atlanta, and at LegalTechNY.
RECENT PUBLICATIONS AND PRESENTATIONS: J. Paul Zimmerman, Jennifer C. Rothstein & Paul C. Garrison, Where Is It (Under) Written? Exploring the Risks and Costs of E-Discovery, Litigation Management (Fall 2013) Practical Guide to the Development of Jury Charges Regarding Social Media, The American Journal of Trial Advocacy (Spring 2013), cited by Tennessee v. Smith, No. M2010-01384-SC-R11-CD, 2013 WL 4804845, at *10 (Tenn. Sept. 10, 2013) Panelist at The American Journal of Trial Advocacy’s Social Media Symposium: The Use of Social Media in 21st Century Litigation (February 2013)
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Steven McMannon

Claims Consultant

ClaimsFirst Services

Steven McMannon is speaking in the following session(s):

Presentation B - Getting Past Stereotypes, Demographics and Other False Assumptions- Using Pyschological Data to Help Identify Risky Jurors Jan 24 2014 11:05AM

Steve joined CNA in 2006, and is currently a Consulting Director in the Lawyers Professional Liability Claims Group responsible for managing complex lawyer malpractice claims throughout the United States. Steve began his legal career as a prosecuting attorney in Idaho, before moving to Chicago. Prior to his employment with CNA, Steve was in private practice in Chicago for 19 years focusing on insurance defense and coverage litigation. Steve received his undergraduate degree in business from Boise State University and his JD from the University of Idaho.

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Christopher Adams

Director

Consilio

Christopher Adams is speaking in the following session(s):

Presentation C - Project Management in eDiscovery - To Bill or Not To Bill? Jan 24 2014 8:45AM

As a Director at Huron, Mr. Adams leads end-to-end risk mitigation consulting services across a broad spectrum of data-related issues, including E-discovery, records management, and data lifecycles.  He also advises insurance clients on best practices throughout the EDRM process, is able to lead key stakeholder and custodian interviews, and is well-versed in mapping data flow throughout complex organizations.  Mr. Adams has also regularly advised clients in complex litigation matters, from collections, workflow setup, and all stages of data review through production and trial preparation.  Working closely with both in-house counsel and law firm attorneys, he has extensive experience in large-scale litigation and trial strategy, and has led dozens of litigation teams for a variety of Fortune 100 clients.

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William Kanasky

Senior Vice President

Courtroom Sciences, Inc.

William Kanasky is speaking in the following session(s):

Presentation B - Getting Past Stereotypes, Demographics and Other False Assumptions- Using Pyschological Data to Help Identify Risky Jurors Jan 24 2014 11:05AM

Dr. Kanasky is recognized as a national expert, author and speaker in the areas of witness preparation and jury psychology. He provides top-quality litigation research and consultation to defense counsel involved in civil lawsuits. Bill has expertise in all aspects of litigation research and consulting, including:Witness Preparation: Special proficiency in pre-deposition and pre-trial witness effectiveness training, particularly with corporate executives, healthcare professionals, foreign-born witnesses, and 30(b)(6) witnesses.

Trial Science: Expertise in all aspects of jury research, including research design, sampling methods, multivariate statistical analysis, and juror profiling; also skilled in juror questionnaire and voir dire development, jury selection, opening statement construction, case strategy analysis, and persuasive visual aid creation.

Settlement and Mediation Science: Expertise in early case assessment, empirical damages prediction, and witness effectiveness assessment.

Bill’s success with training witnesses for deposition and trial testimony is remarkable. His systematic witness training methodology is efficient and effective, as it is designed to meet each witness’s unique needs, while concurrently teaching core principles of persuasive communication. Clients benefit from Bill’s ability to transform poor or average witnesses into extraordinary communicators.Bill earned his B.A. in Psychology from the University of North Carolina at Chapel Hill, and his Ph.D. in Clinical Psychology from the University of Florida. He has been a faculty member at several trial academies where he has taught voir dire development, jury selection methodology, and witness preparation techniques. Bill is a published author in the areas of communication science and jury psychology, and has presented at numerous State Bar conventions, corporate counsel organizations, corporate legal departments, law schools, and major law firms.

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Nicole Rhoades

Shareholder

Davis Rothwell Earle & Xóchihua P.C.

Nicole Rhoades is speaking in the following session(s):

Presentation A - Developments in Employment Practices: What Now? Jan 24 2014 8:45AM

Nicole is licensed in Oregon and Washington, and has been a litigator her entire career. She has tried and arbitrated numerous cases in Oregon and Washington ranging in value from a few thousand dollars to in excess of twenty million dollars. Among her areas of expertise, Nicole has extensive experience handling cases involving sex abuse, employment, professional liability,
liquor liability, and medical malpractice. She is a regular speaker and educator on various topics. Nicole has served on two non-profit boards and is currently President of CLM Oregon. Nicole is AV rated by Martindale-Hubbell.

Recent Examples of Cases by Practice Area

Employment
Dismissal of employment claim: Sexual orientation discrimination
Motion for summary judgment granted: Age discrimination
Dismissal of employment claims: Race discrimination/sexual harassment/whistleblowing/retaliation
Dismissal of claims: Intentional interference with economic relations/"aiding and abetting"/
retaliation for taking leave protected by the Oregon Family Leave Act

Liquor Liability/Professional Liability/Product Liability
Affirmance in Oregon Supreme Court on liquor liability claims
Dismissal: $8 million personal injury/negligence case
Motion for summary judgment granted: $10 million liquor liability case
Spoliation of evidence sanction against plaintiff in products liability case leads to nuisance value settlement
Punitive damages motion for summary judgment granted

Sex Abuse/Vulnerable Person Claims
Dismissal: $1 million sex abuse/negligence case
Six-week sex abuse trial: Insured found only 15 percent liable and no punitive damages awarded
Motion for summary judgment granted: Abuse of vulnerable person claims/negligent supervision
and retention
Abuse of vulnerable person claim: Defense analysis lead to no contribution being offered toward
settlement by carrier and no suit filed against insured

Medical Malpractice/Medical Intensive Cases
Week-long trial of neck injury/surgery case results in verdict over $900,000 less than plaintiff's last demand
Dismissal: Department of Health complaint against therapist
Dismissal: Nursing board complaint
Dismissal: $2.5 million medical malpractice/wrongful death case
Defense verdict: Brain injury/personal injury claim
Dismissal: Department of Health complaint against physician
Medical malpractice/wrongful death claims: Dismissed on motion for summary judgment
Dismissal: Department of Health complaint against physician
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Eli Nelson

Attorney

Dentons US LLP

Eli Nelson is speaking in the following session(s):

Presentation C - Project Management in eDiscovery - To Bill or Not To Bill? Jan 24 2014 8:45AM

Eli Nelson is Of Counsel in the Washington, DC office where he focuses his practice on refining and implementing firm-wide best practice standards for electronic discovery. Mr. Nelson counsels clients and firm management on the most efficient use of technology, data mining techniques, and project management practices for litigation and compliance issues. He has experience coordinating with European and Asian practices to accommodate unique challenges involving data privacy, infrastructure, and logistics. Mr. Nelson has authored several publications and spoken on numerous topics related to electronic discovery, focusing particularly on leveraging technology assisted review to improve client outcomes in a cost effective way.

Before joining the firm, Mr. Nelson worked in private practice in Washington, D.C. with a focus onlitigation and regulatory compliance. Areas of representation included antitrust, internal investigations, tax litigation, commercial defense, compliance, and class action litigation. Before coming to Washington, Mr. Nelson worked as an assistant district attorney in New Orleans.
 
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R. Douglas Vaughn

Attorney

Deutsch Kerrigan, LLP

R. Douglas Vaughn is speaking in the following session(s):

Presentation B - Point One at Me and Three Back at You: Strategies for Defending Multi-Party Professional Liability Lawsuits Jan 24 2014 8:45AM

Doug Vaughn is a partner in Deutsch Kerrigan’s Gulfport, Mississippi, office. His practice is focused on litigation including medical malpractice defense, commercial litigation, products liability, insurance first and third party claims, and motor vehicle/motor carrier catastrophic personal injury law. Mr. Vaughn has an "AV" rating from Martindale Hubbell and has been selected for inclusion in "Best Lawyers" and as a Mid South "Super Lawyer."   He is admitted to practice in Mississippi and Florida and is an alumnus of the University of Mississippi School of Law.  Mr. Vaughn has been an active member of the CLM, serving as a committee co-chair and presenting CEU/CLE programs at both its annual meetings and specialty conferences.  He is a past president of the Mississippi Defense Lawyers Association and has served on the faculty of the International Association of Defense Counsel's trial academy in Palo Alto, CA, after having  served as chair of its Medical Defense and Health Law Committee and its inaugural and subsequent Medical Liability Roundtable seminars in Manhattan and Chicago.  
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J. Thaddeus Eckenrode

Managing Principal

Eckenrode-Bauman

J. Thaddeus Eckenrode is speaking in the following session(s):

Presentation B - Getting Past Stereotypes, Demographics and Other False Assumptions- Using Pyschological Data to Help Identify Risky Jurors Jan 24 2014 11:05AM

Tad Eckenrode is the founder, managing officer and lead trial attorney for Eckenrode-Maupin, a boutique 8 attorney defense-oriented trial and appellate practice. He has tried almost 100 cases to verdict in both Missouri and Illinois state courts, and in Federal court. Several were listed as among the year's "Top Defense Verdicts" by Missouri Lawyer's Weekly. The firm's practice areas include all aspects of general insurance defense and civil litigation, while Tad's own personal focus is on complex and high-stakes death and injury claims, including medical malpractice, product liability and general / auto liability matters. Tad has been a frequently requested speaker at bar and professional seminars on topics related to trial practice, professional liability and general negligence matters, and he has authored several articles published both locally and nationally. He is rated "AV" by Martindale-Hubbell, listed in "Best Lawyers in America" (for Personal Injury Litigation -- Defense and Medical Malpractice -- Defense), and has been selected as a Missouri-Kansas "Superlawyer" for six straight years. He received the 2018 "Lawyer of the Year" award for the area of "Medical Malpractice - Defense" in St. Louis by Best Lawyers.

Tad graduated from Washington University School of Law in 1983, and served as an Assistant Prosecuting Attorney for three years before transitioning to a general civil insurance defense practice, which has been his primary litigation focus for the past 35+ years.

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Angela Henderson

Claims Supervisor

ESIS

Angela Henderson is speaking in the following session(s):

Presentation A - Developments in Employment Practices: What Now? Jan 24 2014 8:45AM

Angela Henderson is a Claims Supervisor for ESIS Inc, a subsidiary of Chubb Insurance.  Angela has more than fifteen years of experience in the workers’ compensation industry spanning technical and managerial responsibilities.  Angela has a varied background of corporate experiences and worked in marketing research for eight years prior to moving into the insurance industry.  She has managed claims for captive self-insured organizations, large national third party administrators and regional carriers. Angela has recently relocated to Southern California where she continues her adjusting career as an Independent Consultant in Commercial and Residential Property loss estimating. Angela also manages the public site Learn To Adjust, helping contractors who are new to the industry network with other professionals to obtain job leads and training resources.
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A.J. Krouse

Litigation Partner

Frilot, LLC

A.J. Krouse is speaking in the following session(s):

Presentation C - Project Management in eDiscovery - To Bill or Not To Bill? Jan 24 2014 8:45AM

A.J. Krouse is a founding partner of Frilot LLC in New Orleans, LA. His trial practice is concentrated primarily in the defense of class actions, products liability and employment law. He is an experienced and accomplished trial lawyer, having successfully tried to verdict cases in various state and federal courts. He is a Fellow of the College of Commercial Arbitrators. He has been selected by his peers for inclusion in Best Lawyers in America and Louisiana Super Lawyers. In 2011, he received the Leadership in Law award, which annually recognizes New Orleans Legal Professionals based on their professional and community involvement and achievements.

Mr. Krouse is a certified mediator with the International Mediation Institute. Mr. Krouse is also a fellow in the American College of Civil Trial Mediators(ACCTM), the Academy of Court Appointed Masters (ACAM) Mr. Krouse also serves as an arbitrator with the American Arbitration Association; American Health Lawyers' Association ('AHLA') and the Financial Industry Regulatory Authority ('FINRA'). Mr. Krouse has been inducted as a fellow of the Chartered Institute of Arbitrators ('ClArb') and given the designatory letters FCIArb. He was also inducted into the National Academy of Distinguished Neutrals. Mr. Krouse has been selected as a member of the prestigious Claims and Litigation Management (CLM).

Upon graduation from Loyola University, New Orleans, in 1977, Mr. Krouse was commissioned in the United States Army as second Lieutenant in the Military Police Corps. After receiving an Honorary Discharge as a Captain, Mr. Krouse graduated from Loyola University School of Law in 1984. He served as a federal judicial law clerk and extern for Senior U.S. District Judge A.J. McNamara from 1983 to 1985.

Mr. Krouse is also a frequent speaker on electronic discovery issues and is a trainer of arbitrators and mediators.

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Jonathan Ziss

Partner

Goldberg Segalla LLP

Jonathan Ziss is speaking in the following session(s):

Presentation B - Causation in Professional Liability Claims: A Sword and Shield Jan 24 2014 9:55AM

Jonathan S. Ziss is co-chair of Goldberg Segalla firm’s Management and Professional Liability practice, chair of its Aviation Litigation practice, and a member of its Commercial Litigation and Cybersecurity practices. He devotes much of his practice to the representation of professionals, including accountants, attorneys, bankers, design professionals, insurance agents/brokers, directors and officers, and fiduciaries, before administrative licensing boards and civil courts. He counsels and defends not-for-profit entities such as museums, homeowners’ associations, faith-based organizations, and others, in management liability litigation as well as non-litigated disputes. Jonathan counsels clients and litigates, arbitrates, and mediates commercial disputes in a wide range of industries, from healthcare to hospitality. In addition, as a member of the firm’s cyber incident response team, he manages compliance and loss mitigation campaigns in the aftermath of data breaches. Based on Jonathan’s extensive experience with the ethics of the accounting and legal professions, he is frequently hired to represent individual practitioners and firms in civil and administrative matters arising from ethics complaints. He chairs the firm’s Professional Guidance Committee, which addresses professional ethics across the firm’s more than 400 attorneys.

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Ronald Green

Attorney

Green Chesnut & Hughes PLLC

Ronald Green is speaking in the following session(s):

Presentation B - Causation in Professional Liability Claims: A Sword and Shield Jan 24 2014 9:55AM

Ron received a Bachelor of Science in Economics from Murray State University in 1978, followed by a Juris Doctor from the University of Kentucky College of Law in 1980.  Ron was admitted to the Kentucky Bar Association in 1981, and has over 30 years experience in insurance defense litigation.  From 1979 to 2010, Ron was associated with the Lexington office of a large Kentucky defense firm, and managed that office for four years.  In June of 2010, Ron and his wife Pam opened Green & Chesnut PLLC, adn in 2013 Elizabeth Hughes joined the firm.

Ron is admitted to Kentucky Supreme Court, United States District Court in the Eastern and Western Districts, Fifth and Sixth Circuit Court of Appeals, and United States Supreme Court.  He is AV rated by Martindale Hubbell, has been named to Superlawyers on multiple occasions.  The firm is recommended by A.M. Best.  In addition to The CLM, Ron participates in the Kentucky Bar Association, Fayette County Bar Association, Defense Research Institute, Kentucky Defense Counsel, National Association of Forensic Economics and Professional Liability Defense Federation.

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Paul Hamlin

President

Hamlin & Burton Liability Management, Inc.

Paul Hamlin is speaking in the following session(s):

Presentation B - Point One at Me and Three Back at You: Strategies for Defending Multi-Party Professional Liability Lawsuits Jan 24 2014 8:45AM

Upon graduating from Wake Forest University with a degree in business, Mr. Hamlin began his insurance claims career with St. Paul Insurance Company in 1990. He spent nearly 6 years with St. Paul handling nursing home and medical malpractice claims as well as other types of complex, high exposure liability litigation including product liability, construction defect, EEOC claims, etc. He led many special projects including fraud detection and prevention, coverage litigation / bad faith defense, Alternative Dispute Resolution (ADR) and others.
Mr. Hamlin took a brief sabbatical from the insurance industry and worked as a flight instructor for ComAir Aviation Academy and an airline pilot for Northwest Airlink. He returned to the claims business in 1998 as branch manager for an all lines independent adjusting company in Orlando, Florida.
Mr. Hamlin founded Hamlin & Burton Liability Management, Inc. in January, 1999 to provide specialized claims and litigation management services to the insurance industry, alternative risk entities and numerous self-insured organizations.
Mr. Hamlin has been widely recognized as an expert in claims and litigation management. He has evaluated and managed thousands of complex claims, invented a proprietary web based claims management software system, CHaRT® (Claim Handling and Reporting Technology), and developed Hamlin & Burton into an industry leading provider of claims related services. He is a frequent speaker and lecturer, has authored articles for industry magazines, and occasionally serves as an expert witness. Mr. Hamlin lives and works in the Orlando area, has three children and is a member of All Saints Episcopal Church.
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Karen Kalzer

Attorney

Helsell Fetterman LLP

Karen Kalzer is speaking in the following session(s):

Presentation A - Developments in Employment Practices: What Now? Jan 24 2014 8:45AM

Ms. Kalzer practices professional liability, employment and education law with an emphasis on defending complex litigation for communities of faith, non-profits, schools, health care providers and other private employers.  She is a respected and popular instructor for CLM in claims evaluation and ethics.Ms. Kalzer has handled and successfully resolved over 300 claims of employee misconduct by combining tough incisive legal tactics with an empathetic litigation approach and compassionate communication skills. Her practice requires targeted experience in areas of privacy rights, Constitutional issues, mental health, and human development.Additionally, she has tried professional liability, medical malpractice and employment discrimination cases to verdict in District Court and Superior Court and engaged in oral argument in Divisions I and II of the Washington State Court of Appeals and the Washington State Supreme Court. She has practiced in both State and Federal Court. She is experienced in managing complex multi-plaintiff litigation and bringing the matter to a successful and cost efficient conclusion.EducationSeattle University School of Law, Juris Doctor, cum laude, 1995 Top 10% of her classGonzaga University, Master of Arts, Organizational Leadership, expected 2013Universite de Poitiers (France), Certificat des EtudesUniversity of Oregon, Bachelor of Arts, English and Political Science, 1984AdmissionsUnited States Supreme CourtSupreme Court of the State of OregonSupreme Court of the State of WashingtonUnited States District Court for the Western District of WashingtonUnited States Court of Appeals for the Ninth Circuit

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Paul Garrison

AVP Corporate Litigation and Assistant General Counsel

Infinity Insurance Company

Paul Garrison is speaking in the following session(s):

Presentation C - Project Management in eDiscovery - To Bill or Not To Bill? Jan 24 2014 8:45AM

Paul is Assistant Vice President of Corporate Litigation and Assistant General Counsel for Infinity Insurance Company in Birmingham, Alabama. He joined Infinity as Corporate Counsel in 2006, and is responsible for corporate legal matters and directing litigation of bad-faith and extracontractual lawsuits, class actions, employment litigation, and other direct actions nationwide. Prior to joining Infinity, he spent 12 years in private practice as a litigator in Birmingham. He graduated from Birmingham-Southern College and from the Cumberland School of Law in Birmingham, Alabama, and is admitted to the State Bars of Alabama, Georgia, and Mississippi. He formerly chaired CLM's Insurance Bad Faith Committee, eDiscovery and ESI Committee, Membership Task Force, and Alabama Chapter.
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William Thompson

Claims Manager

Monitor Liability Managers, LLC

William Thompson is speaking in the following session(s):

Presentation B - Causation in Professional Liability Claims: A Sword and Shield Jan 24 2014 9:55AM

William Thompson is a Claims Manager with Monitor Liability Managers, LLC. He has more than 25 years of experience in claims management with a broad background in Lawyers and Accountants Errors & Omissions, Employment Practices Liability, Directors & Officers Liability and Fiduciary Liability claims (among others). He currently manages the lawyers and accountants E & O claim book for Monitor and has file management authority for hundreds of claims from across the country as well as supervisory responsibility for a dedicated claim handling unit. Bill regularly works with product development and underwriters to contribute to product enhancements and the development of new products and endorsements.

Prior to joining Monitor, Bill worked for Travelers Casualty & Surety and Aetna Life & Casualty. He received a Master of Science Degree from Southern Illinois University and a Bachelors of Arts Degree from the University of Alabama.
 

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Mary Beth McClellan

Chief Claims Officer MRSI

Munich Re Specialty - North America

Mary Beth McClellan is speaking in the following session(s):

Presentation C - You've Got Mail. . . And it is Replete with e-Discovery Risks Jan 24 2014 9:55AM

Mary Beth is the Chief Claims Officer for Munich Re Specialty Insurance, where she oversees a global team of Claims Professionals and Specialists who have deep expertise in property, casualty, and specialty lines for U.S. risk.  She previously served as a Claims Practice Lead over multiple lines of business for a large, global commercial insurance company.  Mary Beth draws on her background as a trial attorney to lead with strategic vision and influence with a technical emphasis and pragmatic approach to achieve the most optimal claim resolutions. 

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Shari Claire Lewis

Attorney

Self Employed

Shari Claire Lewis is speaking in the following session(s):

Presentation A - The Professional in the Virtual Office Jan 24 2014 11:05AM

Shari Claire Lewis is a Partner in the firm's Professional Liability and Litigation & Appeals Practice Groups. Ms. Lewis' practice, at the intersection of law and technology, includes matters involving attorney and other professional liability, medical device and product liability, and computer and Internet litigation. Ms. Lewis represents lawyers and other non-medical professionals in diverse litigation, including commercial litigation, securities fraud, intellectual property, malpractice, fraud, R.I.C.O, contract breach, constitutional violations, and other tort theories. Ms. Lewis also specializes in representing manufacturers, distributors and maintenance companies in connection with medical device and product liability claims, including angioplasty devices, coronary and tracheal stents, orthopedic and dental implants, operating room fixtures, disposable medical products, factory and farm machinery, hair dye and cosmetics, pharmaceuticals, industrial and consumer electrical products. With particular expertise in technology law issues, Ms. Lewis represents entities at the cutting edge of twenty-first century technology, including Internet registrars, software designers and various Internet and computer providers. She has litigated cases involving domain name disputes, cybersquatting, freedom of speech, online and “click wrap” contracts, jurisdiction, and antitrust and trademark violation in that medium. She also drafts technology and online contracts on behalf of technology vendors and consumers, as well as policies and/or terms of service for use on her clients' websites.
 

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Steven Henning

Consultant CLM Advisors

Suite 200 Solutions

Steven Henning is speaking in the following session(s):

Presentation A - The Professional in the Virtual Office Jan 24 2014 11:05AM

Steven brings to CLM Advisors’ clients more than 30 years in the insurance and reinsurance industries.  His practice with CLM Advisors focuses primarily on elevating the claim audit to predictive analytics, helping claim organizations to predictively identify the 20 percent of claims that drive 80 percent of loss.

Steven’s background encompasses the management of primary and excess claims with an emphasis on primary, excess and reinsurance asbestos and pollution claims, excess liability claims and professional liability claims.  He also has extensive structured settlement and loss structuring experience.

Prior to joining CLM Advisors, Steven was Vice President, Senior Risk Specialist, for Swiss Re America, responsible for internal worldwide claim quality review.  In prior roles he assisted Swiss Re clients to assess and improve their claim department performance.  He has extensive experience in claim audit design and implementation, process analysis, redesign and change management.

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Guy Hollingsworth

Architects and Engineers Professional Liability Claims

The Hanover Insurance Group

Guy Hollingsworth is speaking in the following session(s):

2014 Professional Liability and eDiscovery Conference Jan 24 2014 7:00AM

Presentation A - Current Trends for Insurance Brokers Jan 24 2014 9:55AM

Mr. Hollingworth holds an advanced degree in Human Factors Engineering and has over 20 years of management and supervision at major insurance companies. He has managed environmental, mass tort, construction defects and sexual abuse claims as well as participated in numerous mediations, coverage in place agreements, selection of and creation of defense panel counsels. Mr. Hollingsworth is a frequent speaker at CLM Conferences and serves on several CLM Committees including Professional Liability and Environmental and Toxic Tort. Mr. Hollignsworth’s Areas of Expertise include: ADR, Professional Liability, Insurance Coverage, Claims Management, Litigation Management, Bad Faith and Class Actions.
 

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David Rock

Chief Claims Officer

Trium Cyber

David Rock is speaking in the following session(s):

Presentation A - The Professional in the Virtual Office Jan 24 2014 11:05AM

David is Chief Claims Officer for Trium Cyber U.S. Services, Inc., overseeing all aspects of Trium's claim department. Prior to joining Trium, David was Head of E&O Claims and Cyber Claims Response Team for the Allied World North American Claims Group. In this role he oversaw claims professionals handling claims for cyber, lawyers liability, insurance agents/brokers liability, architects & engineers liability, contractor's professional liability, and miscellanous professionals liability. Prior to joining the insurance industry, David was in private practice where he ran a general litigation law firm in Springfield, Massachusetts.  His primary areas of practice were civil litigation and criminal defense. David graduated from Grand Canyon University in Phoenix, Arizona and earned his J.D. from Western New England University School of Law where he was a member of the Law Review.  David is a member of the bar in the Commonwealth of Massachusetts, United States District Court District of Massachusetts, and United States Court of Appeals for the 1st Circuit.  
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Rinat B. Klier Erlich

Partner

Zelms Erlich Lenkov

Rinat B. Klier Erlich is speaking in the following session(s):

Presentation A - Current Trends for Insurance Brokers Jan 24 2014 9:55AM

Ms. Erlich is a professional liability defense attorney specializing in defending professionals including, real estate brokers, attorneys, design professionals and insurance agents. She is a founding partner of Zelms Erlich LLP, a legal malpractice specialist, and a licensed real estate broker. Graduate of Tel-Aviv University (BA 1992, magna cum laude), Whittier Law School (JD 1997, magna cum laude) and California State University (MA, Philosophy of Law 1998). In the last 25 years she has defended many professionals through trial and appeal. Ms. Erlich is a member of the Real Estate Executive Committee of the California State Bar, a delegate to the House of Delegates, and a member of the Legal Affairs California Association of Realtors. She is on the steering committee of several Defense Research Institute committees, Professional Liability Underwriters Society Southern California Chapter, as well as, the Southern California Chapter of the Claim and Litigation Management Alliance. Ms. Erlich is a recipient of Rising Star and Super Lawyers awards, and is an author and frequent speaker on professional liability topics. Ms. Erlich is a former Israeli Defense Force officer.
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