Schedule/Sessions
Course 1: Client Relations, Expectations, and Confidentiality
- Speakers:
Christopher Carucci, Gallagher Bassett
Matt Morrison, American Family Insurance
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
Course 3: Fundamentals of Risk Transfer
- Speakers:
Rebecca Appelbaum, Gartner + Bloom PC
Larry Beemer, Suite 200 Solutions
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: Legal Budgeting and Fee Considerations
- Speakers:
Dan Berman, Wood Smith Henning & Berman LLP
Erik Scheinfeldt, AmTrust Group
Course Objectives:
- 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.
Course 5: Litigation Metrics
- Speakers:
JD Keister, McAngus Goudelock & Courie, LLC (MGC)
Daniel Winkler, Westfield Insurance
Objectives of Course:
Course 6: Evaluation and Assessment: Impact Reporting and Reserving
- Speakers:
Sarah Abrams, Bowhead Specialty Underwriters, Inc.
Matt Morrison, American Family Insurance
“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: Resolution Options
- Speakers:
Kerry Ebersole, USLI
Amy Jenkins, McAngus Goudelock & Courie, LLC (MGC)
Daniel Wolfe, Magna Legal Services, LLC
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
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Course 8: Reserving and Data Management from an Actuarial Perspective
- Speakers:
Dale Porfilio, Insurance Information Institute
The key takeaways from this course are to:
Course 9:e-Strategies
- Speakers:
Dan Berman, Wood Smith Henning & Berman LLP
Christopher Butler, Bowhead Specialty Underwriters, Inc.
Cathleen Rebar, Rebar Kelly
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
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Dinner at Westin Hotel and Group Projects Continued in Meeting Rooms
Course 10: Practical Aspects of Litigation Management - Strategic Implementation
- Speakers:
Steven Donnelly, Amerisure Mutual Insurance Company
Martha Kersey, Frank Winston Crum Insurance
Attorneys and their clients share the same goal — proficient case handling that achieves the best possible outcome. How to accomplish this goal may be seen differently by the parties. Communication and attention to cost is where most breakdowns occur. This course will focus on how to build true partnerships where the parties can communicate freely while providing meaningful information to the client. Partnership is one of the most overused and misunderstood words when describing the attorney-client relationship. Participants will learn the essentials that create a true partnership, starting with the hiring process through case disposition. In addition, we will study the tools that not only help the client better understand the litigation strategy, but also involves them in the process. At the conclusion of this course, you will have a better understanding of the client’s perspective and the practical aspects of litigation management.
Upon completion of this course, the participant will:
- Know what is important to the client when soliciting their business.
- Learn how to marry case evaluations with resolution strategies using agreed-upon plans and budgets.
- Be able to create a budget that fully describes the activities necessary to achieve the desired outcome while utilizing the most cost-efficient approach.
- Understand the importance of a detailed, easily understood litigation plan.
- Acquire an understanding as to why there are instructions contained in the client’s litigation retention letter.
- Know how to view a litigation plan from the macro and micro levels. Back to top
No Learning Objectives Available
