Stephen Jones
Vice President of Professional Liability
Admiral Insurance Company
Presentation A - Current Trends for Insurance Brokers Jan 24 2014 9:55AM
Jennifer Rothstein
Cyber Insurance Practice Leader
Arete
Javier Gonzalez
Executive VP of Sales
Axis Insurance Services, LLC
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 MemberKristen M. VanderLinde
Shareholder/Liability/Dept.Head
Boyd & Jenerette, P.A.
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 presentSeminars
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 CourtDavid Deusner
Attorney
Bradley Arant Boult Cummings LLP
Paul Zimmerman
Attorney
Christian & Small LLP
Presentation C - You've Got Mail. . . And it is Replete with e-Discovery Risks Jan 24 2014 9:55AM
Steven McMannon
Claims Consultant
ClaimsFirst Services
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.
Christopher Adams
Director
Consilio
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.
William Kanasky
Senior Vice President
Courtroom Sciences, Inc.
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.
Nicole Rhoades
Shareholder
Davis Rothwell Earle & Xóchihua P.C.
Presentation A - Developments in Employment Practices: What Now? Jan 24 2014 8:45AM
Eli Nelson
Attorney
Dentons US LLP
Presentation C - Project Management in eDiscovery - To Bill or Not To Bill? Jan 24 2014 8:45AM
R. Douglas Vaughn
Attorney
Deutsch Kerrigan, LLP
J. Thaddeus Eckenrode
Managing Principal
Eckenrode-Bauman
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.
Angela Henderson
Claims Supervisor
ESIS
Presentation A - Developments in Employment Practices: What Now? Jan 24 2014 8:45AM
A.J. Krouse
Litigation Partner
Frilot, LLC
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.
Jonathan Ziss
Partner
Goldberg Segalla LLP
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.
Ronald Green
Attorney
Green Chesnut & Hughes PLLC
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.
Paul Hamlin
President
Hamlin & Burton Liability Management, Inc.
Karen Kalzer
Attorney
Helsell Fetterman LLP
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
Paul Garrison
AVP Corporate Litigation and Assistant General Counsel
Infinity Insurance Company
Presentation C - Project Management in eDiscovery - To Bill or Not To Bill? Jan 24 2014 8:45AM
William Thompson
Claims Manager
Monitor Liability Managers, LLC
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.
Mary Beth McClellan
Chief Claims Officer MRSI
Munich Re Specialty - North America
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.
Shari Claire Lewis
Attorney
Self Employed
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.
Steven Henning
Consultant CLM Advisors
Suite 200 Solutions
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.
Guy Hollingsworth
Architects and Engineers Professional Liability Claims
The Hanover Insurance Group
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.
David Rock
Chief Claims Officer
Trium Cyber
Presentation A - The Professional in the Virtual Office Jan 24 2014 11:05AM
Rinat B. Klier Erlich
Partner
Zelms Erlich Lenkov
Presentation A - Current Trends for Insurance Brokers Jan 24 2014 9:55AM