2022 Litigation Management Institute
- Schedule/Sessions
- Speaker Bios
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- Travel/Hotel Accommodations
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Handouts
Course 1: Client Relations, Expectations, and Confidentiality - 8 Small Steps to Improve Client Relations Download Course 1: Client Relations, Expectations, and Confidentiality - Client Expectations - Discovering Them, Understanding Them, Managing Them Download Course 1: Client Relations, Expectations, and Confidentiality - Litigation Guidelines -2 Download Course 1: Client Relations, Expectations, and Confidentiality - Study Guide Download Course 1: Client Relations, Expectations, and Confidentiality - Taming the Beast Managing Client Expectations in a 24-7 World Download Course 1: Client Relations, Expectations, and Confidentiality - The Claims and Litigation Management Alliance Guidelines Download Course 1: Client Relations, Expectations, and Confidentiality - Litigation Guidelines - 1 Download Course 10: Practical Aspects of Litigation Management - Strategic Implementation - A Win-Win Strategy Download Course 10: Practical Aspects of Litigation Management - Strategic Implementation - Cutting Through the Clutter of Litigation Management Download Course 10: Practical Aspects of Litigation Management - Strategic Implementation - Partnering with Your Attorneys on Major Lawsuits Download Course 10: Practical Aspects of Litigation Management - Strategic Implementation - Study Guide Download Course 10: Practical Aspects of Litigation Management - Strategic Implementation - We Have to Talk - A Step-by-Step Checklist for Difficult Conversations by Judy Ringer Download Course 2: Coverage Perspectives - 50 State Quick Reference Guide - Independent Counsel (MHL BRM 10-30-03)-1 Download Course 2: Coverage Perspectives - Additional Insureds Endorsement Download Course 2: Coverage Perspectives - Allocation in Continuous Damage Claims (1) Download Course 2: Coverage Perspectives - Commercial General Liability Coverage Form Download Course 2: Coverage Perspectives - Do Certificates of Insurance Matter? Download Course 2: Coverage Perspectives - Essentials: What Every Claim Adjuster Should Know About Bad Faith Download Course 2: Coverage Perspectives - Moeller v. American General Insurance Download Course 2: Coverage Perspectives - Pepper's Example Intentional Acts Download Course 2: Coverage Perspectives - Pepper's Example Work Product Exclusion Download Course 2: Coverage Perspectives - Reyburn v. Plaster Download Course 2: Coverage Perspectives - San Diego Federal Credit Union v. Cumis Ins. Society, Inc Download Course 2: Coverage Perspectives - Study Guide Download Course 2: Coverage Perspectives - Travelers Property v. Centex Homes (1) Download Course 2: Coverage Perspectives - Trigger of Coverage Chart Download Course 2: Coverage Perspectives - W. Hills Dev. Co. v. Chartis Claims_ Inc._ 360 Ore. 650 Download Course 3: Fundamentals of Risk Transfer - additional_insured_status Download Course 3: Fundamentals of Risk Transfer - Business Auto Coverage Form (2) Download Course 3: Fundamentals of Risk Transfer - Contractual Risk Transfer Worth the Cost (2) (1) Download Course 3: Fundamentals of Risk Transfer - Coverage for Contractual Risk Transfer and Additional Insured Issues (2) (1) Download Course 3: Fundamentals of Risk Transfer - Homeowners 3 Special Form (2) Download Course 3: Fundamentals of Risk Transfer - Indemnity in a Nutshell (2) (1) Download Course 3: Fundamentals of Risk Transfer - Limited Form Vendors Endorsement - Part 2 (2) Download Course 3: Fundamentals of Risk Transfer - Limited Form Vendors Endorsement -Part 1 (2) Download Course 3: Fundamentals of Risk Transfer - Personal Auto Policy (2) Download Course 3: Fundamentals of Risk Transfer - Questions and Answers on Additional Insured Issues – Part 1 Download Course 3: Fundamentals of Risk Transfer - Questions and Answers on Additional Insured Issues – Part 2 Download Course 3: Fundamentals of Risk Transfer - Study Guide Download Course 3: Fundamentals of Risk Transfer - The Ongoing Argument of Ongoing Operations Download Course 4: e-Strategies - Course 8 e-Strategies - Largent v. Reed Download Course 4: e-Strategies - FacebookTwitter and Linkedin (2) Download Course 4: e-Strategies - Friends Like These (2) Download Course 4: e-Strategies - Study Guide Download Course 4: e-Strategies - The Tweet Smell of Success, or a Trip to the Disciplinary Board_ Ethical Con (2) Download Course 4: e-Strategies -Facing Up to Facebook - Ethical Issues with Lawyers' Use of Social Media (1) Download Course 5: Resolution Options - DRJ Vol 71 No 4 Ch 6- 5 Mediation Myths Debunked Zanolla Download Course 5: Resolution Options - Early and Often_Evaluating Your Claim and Launching Endgame Download Course 5: Resolution Options - Study Guide Download Course 5: Resolution Options - The Psychology Behind Effective Claims Resolution Strategies_MagnaLS Download Course 6: Evaluation & Assessment: Impact Reporting and Reserving - 2019 CLM Litigation Management Study Download Course 6: Evaluation & Assessment: Impact Reporting and Reserving - 2020 CLM Defense Counsel Study Download Course 6: Evaluation & Assessment: Impact Reporting and Reserving - Effective Management of Outside Counsel Download Course 6: Evaluation & Assessment: Impact Reporting and Reserving - Study Guide Download Course 7: Litigation Metrics - Don't Be Tyrannized by Old Metrics_HBR_2016 Download Course 7: Litigation Metrics - Report of Findings The 2019 CLM Litigation Management Study Final Report_March 12 2019 Download Course 7: Litigation Metrics - Study Guide Download Course 7: Litigation Metrics - The True Measures of Success_HBR_2012 Download Course 8: Reserving and Data Management from an Actuarial Perspective - Estimating Unpaid_Reference Download Course 8: Reserving and Data Management from an Actuarial Perspective - Estimating Unpaid_Required Download Course 8: Reserving and Data Management from an Actuarial Perspective - Study Guide Download Course 9: Legal Budgeting and Fee Considerations - Barker_Law Department Metrics Your CEO Wants to See, 2015-01-28 Download Course 9: Legal Budgeting and Fee Considerations - Coulter_Inside Counsel,The budgeting piece of the business of law, 2015-09-01 Download Course 9: Legal Budgeting and Fee Considerations - CounselLink - Law Department Budgeting and Forecasting Download Course 9: Legal Budgeting and Fee Considerations - Embrace Alternative Fee Arrangements; Kill the Billable Hour Download Course 9: Legal Budgeting and Fee Considerations - GCs See Potential in Shaking Up Arbitration Fee Norms Download Course 9: Legal Budgeting and Fee Considerations - Marketing Alternative Fee Arrangements Download Course 9: Legal Budgeting and Fee Considerations - Study Guide Download - Keynote Speaker
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Schedule/Sessions
Course 1: Client Relations, Expectations, and Confidentiality
The goals of this course are to (1) understand the roles and responsibilities that each member of the team (counsel, insured, carrier) plays in the claim litigation process, (2) Know how developing effective communication strategies favorably affects results, and (3) Appreciate resolution strategy development and its import.
Back to topCourse 2: Coverage Perspectives
- Speakers:
Daniel Costello, Costello Ginex & Wideikis, P.C.
Stephanie Haas, Amerisure Mutual Insurance Company
This course will help the attendee understand (1) the most common ethical and strategic considerations in defending insurance litigation, (2) the ROR, its implications and what your client needs to know about it, (3) how to identify and resolve conflicts of interests, (4) how best to respond to the policy requirements related to settlements: e.g., Hammer letter; need for consent, and (5) Practical Considerations on Coverage
Back to topCourse 3: Fundamentals of Risk Transfer
The objectives of this course is to familiarize you with the importance of risk transfer in handling claims and litigation, and the various methods which exist to accomplish that risk transfer.
Back to topCourse 4: e-Strategies
Course Objectives:
- Create an awareness and appreciation of the various social media sites that connect people socially and professionally
- Educate the participant on the various ways social media has changed the legal landscape and affects everything from the way we serve process and acquire jurisdiction to evidentiary issues as well as constitutional and privacy issues associated with access to and use of content
- Demonstrate various ways in which social media discovery can be accomplished
- Educate the participant on the ethical and legal pitfalls to avoid when accessing and using third party social media for non-social purposes
Course 5: Resolution Options
- Speakers:
Daniel Costello, Costello Ginex & Wideikis, P.C.
Kerry Ebersole, USLI
Amy Jenkins, McAngus Goudelock & Courie, LLC (MGC)
Objectives of Course:
•Understanding how to strategically identify the best resolution option
•Understanding how to create opportunities for early resolution considerations
•Identify cost-effective resolution strategies
•Understanding the psychology behind resolutions strategies
•Understanding technologies that can be used to achieve resolution
Back to topCourse 6: Evaluation and Assessment: Impact Reporting and Reserving
- Speakers:
Matt Morrison, American Family Insurance
Hedy Linette Ranieri, Berkley Technology Underwriters
“Impact reporting” differs from routine or periodic case reporting. Understanding the consequences of newly developed information in terms of exposure assessment and resolution planning is key to establishing effective communication and a truly collaborative approach to case disposition.
What have we learned ?
Why is it important?
What are we going to do about it?
How has Covid affected all of this?
Course 7: Litigation Metrics
- Speakers:
JD Keister, McAngus Goudelock & Courie, LLC (MGC)
Taylor Smith, Suite 200 Solutions
Daniel Winkler, Westfield Insurance
This course is about the importance of access to metrics and data for claims executives.
Back to topCourse 8: Reserving and Data Management from an Actuarial Perspective
The key takeaways from this course are to:
1. Understand various reserve philosophies and types of reserves maintained by insurance companies
2. Understand how actions from claims and litigation managers can significantly impact the liability portion of an insurance company's balance sheet
3. Understand how actions from actuaries, underwriters, data managers and claim managers affect a company’s view of the financial risks associated with claims
4. Understand the benefits of working with actuaries
Back to topCourse 9: Legal Budgeting and Fee Considerations
- Speakers:
Dan Berman, Wood Smith Henning & Berman LLP
Daniel Costello, Costello Ginex & Wideikis, P.C.
The objective of this course is to educate law firm users and claims professionals about the benefits of budgets and different budget models available. It is also to educate law firm users and claims professionals on how to better manage litigation through budgeting data mining and AFA’s.
Dinner at Westin Hotel and Group Projects Continued in Meeting Rooms
Course 10: Practical Aspects of Litigation Management - Strategic Implementation
Pending course description
Back to topNo Learning Objectives Available
