06:30 | Welcome Reception

  • Meet the faculty
  • See your colleagues
  • Meet our sponsors
  • Make new contacts!

07:30 | Registration and Breakfast

08:45 | Welcome!

Walter “Pete” Swayze III, Segal McCambridge Singer & Mahoney
James Roof, The Claro Group

09:00 | Partnering with Outside Counsel & Alternative Fees

  • Fostering a long-lasting relationship
  • Client/Outside counsel communication
  • Establishing litigation guidelines
  • How the relationship can be jeopardized and what to do when things unravel
  • Preparing to write a better AFA and a compelling RFP tomorrow
  • Tools and best practices to prepare and implement an effective AFA
  • Negotiating tips to achieve a win-win resolution for client and counsel
  • Measuring outcomes to ensure value

Mari Henry Leigh, Legal Fee Expert
Matthew A. Werbel, Partner, Methfessel & Werbel
F. Samuel Eberts, III, Chief Legal Officer, Corporate Secretary & Senior Vice President of Corporate Affairs, LabCorp

10:00 | Breakout Sessions A-B

Breakout A
Emerging Risks and Insurance Issues

  • Looking forward: New and emerging risks in 2017 — financial tech risks, cannabis, virtual currency, 3D printing, nanotechnology, cyber technology, drones, crowd funding, robo-advisors.
  • Cutting-edge issues in environmental, pharmaceutical, and other product liability coverage cases
  • Effective underwriting of today’s risks to avoid tomorrow’s claims
  • Proactive strategies for successfully avoiding and managing coverage litigation
  • Summary of key takeaways

Lawrence D. Mason, Senior Shareholder, Segal McCambridge Singer & Mahoney
Sebastian Alia, Underwriting Counsel, Validus Underwriters
Anthony Tessitore, Senior Counsel, Clyde & Co

Breakout B
Employment Law:
Why Having Policies is Not Enough

  • New rules and regulations in the Trump Administration
  • Government agency enforcement including the EEOC’s systemic discrimination program
  • Legislative agendas, recent cases and how your business can effectively manage these trends
  • Impact of medical marijuana on the workplace

Joe Guarino, DLA Piper
Dominick Cirelli, CoFace North America
Stefani C. Schwartz, Schwartz Simon Edelstein & Celso

11:00 | Break

11:15 | Breakout Sessions A-B

Breakout A
The Role & Responsibility of the Board
When Allegations Surface

  • Tips for providing guidance to management and supporting the organization’s communication strategy
  • Safeguarding the organization’s culture and reputation
  • How to assure information flow to the board Is regular and transparent

Donna Bucella, President of Compliance, Guidepost Solutions LLC
Susan Frank Divers, Senior Advisor, LRN Inc., former global compliance chief for AECOM
Pamela Cothran Marsh, Partner, Berger Singerman

Breakout B

Federal electronic discovery rules were amended just over a year ago, significantly changing federal practice in this area.  Over the past year, numerous courts throughout the country have issued decisions that clarify parties’ responsibilities under the rules and provide guidance to litigants engaged in electronic discovery in federal court.

We will review the new rules and recent caselaw, and analyze their impact with respect to:

  • Amended Rule 26 and the scope of allowable discovery
  • Amended Rule 34 as it relates to discovery responses and objections
  • Amended Rule 37(e) and the ability of a court to issue sanctions

Then we will discuss the operational and practical aspects of conducting e-discovery smoothly with the least disruption to the client, using data analytics to solve key problems.

Eli Nelson, Director, The Claro Group LLC
Jonathan Sablone, Nixon Peabody
Robin E. Stewart, Kutak Rock

12:15 | Lunch

01:30 | Cyber Risk: Identifying, Assessing, Insuring, Defending

  • Challenges in managing corporate and third party data
  • Inventory of your data: what, where, and is it protected?
  • Knowing your primary data vulnerabilities
  • Internet of Things, is the risk real or imagined?
  • PHI breach response and best practices
  • Legal foundations for HIPPA and HI-TECH
  • Balancing Security and Privacy
  • Recent court decisions, class actions and causes of action
  • Business interruption issues and coverage
  • Cyber physical perils
  • Cross-border issues
  • Types of claims being covered
  • Claims notice and claims handling
  • Evolution of cyber products

Carrie Parikh, Wyndham Hotel
Courtney Stout, Counsel, Davis Wright Tremaine LLP
Stuart Panensky, Traub Lieberman Straus & Shrewsberry
Jared Zola, Blank Rome

02:30 | Ethics

Ranging from conflicts of interest, attorney client privileges to trolling your adversary on social media, Mr. Rapattoni and Mr. Strongosky will lead a discussion of topical ethics issues, based upon three fictitious vignettes drawn from real-life examples.  Expect a roundtable format with audience participation.

Christopher M. Strongosky, Partner, DLA Piper
Jeffrey G. Rapattoni, Shareholder, Marshall Dennehey Warner Coleman Goggin

3:30 Adjourn



Conference Chairs

James Roof
The Claro Group

Walter “Pete” Swayze
Segal McCambridge
Singer & Mahoney
















Questions? (484) 324-2755