Schedule/Sessions

Breakfast

Group Projects Review

Directors and Officers Liability Coverages

• Speakers:

• Ron Goldstein, Aon

• Laura Shimshidian, Chubb

This class will provide an overview of Directors and Officers Liability Coverages and examine the historical development and evolution of these coverages.   We will review how they work in "real life" and the specific categories of claims they're meant to protect against. There will also be an in-depth analysis of key policy terms and conditions and a discussion of new exposures and policy coverages.     
 

Break

Exploring the World of EandO and Cyber

• Speakers:

• Joseph Garin, Lipson Neilson P.C.

• Kim Noble, Applied Financial Lines

The universe of insurance products (and customers) that typically fall under the “professional liability” umbrella is wide and diverse.  Even within the segment of that universe we typically think of in the context of “professional liability,” the issues a claim handler may face can vary widely, while at the same time, there can be running themes. Management Liability (D & O, EPLI and Fiduciary Liability) products and issues occupy a world of their own, as does what is increasingly being called “Cyber Security.”  This class will provide a closer look at the main professions and issues associated with the E&O “Errors and Omissions” portion of the PL universe (not including medical malpractice), and then focus on the burgeoning world of Cyber. [A separate Level 2 course addresses Management Liability.]  

After completion, participants will be able to:

•       Identify the main professions falling within the scope of “E & O” 

•       Address the recurring critical issues of privity, applicable standard of care, damages, causation (including the concept of “claim within a claim”) and  the need for experts

•       Discuss the main exposures/issues associated with claims against attorneys, accountants, insurance agents and architects/engineers

•       Identify key Cyber exposures and understand key regulatory requirements in the event of a data breach

• Describe the various coverage features that are available for Cyber “Security” protection        

Lunch

Employment Practices and Fiduciary Liability

• Speakers:

• Jennifer Assa-Kass, Nationwide Insurance Company

• Debbie Champion, Rynearson Suess Schnurbusch & Champion

The universe of insurance products (and customers) that typically fall under the “professional liability” umbrella is wide and diverse.  Even within that universe we typically think of in the context of “professional liability,” the issues a claim handler faces are vast and varied. Management Liability (D & O, EPLI and Fiduciary Liability) products and issues occupy a world of their own. This class will provide a closer look at Employment Practices Liability Insurance (“EPLI”) and a brief overview of Fiduciary Liability.

Break

Study Groups/Review