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  • CPLP Designation Self-Reporting

    Up to 7 hours of professional development available for CPLP designation maintenance.


    Access session recordings and PowerPoints (if available) from the 2025 PLUS Cyber Symposium. For each recording you watch in full, you can self-report 1 hour of professional development. Click here for more information about CPLP designation maintenance requirements and how to self-report your hours.

    Note: Viewing session recordings does not qualify for state insurance license CE/CLE credit nor is it a requirement for earning the CPLP designation.

    Erin Burns (Moderator)

    Director, Cyber Practice

    INSUREtrust

    Erin joined INSUREtrust as an Executive Vice President in 2019. She is now a Director in the Cyber Practice focusing on sales and production for INSUREtrust’s cyber and technology retail clients. Erin helps to ensure INSUREtrust’s products, services and solutions stay ahead of the market and competition. She is passionate about investing in the future talent of the industry and spends time at college recruiting fairs focusing on risk management majors.

    Erin has over 20 years of experience in the insurance industry specializing as a broker for cyber, technology, and professional liability coverages.

    Erin began her insurance career as a FINPRO broker at Marsh USA, Inc. followed by leading the Cyber Practice for RCM&D, Inc. Prior to joining INSUREtrust, Erin was a National Practice Advisor in the USI Executive & Professional Solutions Practice.

    Erin holds a Bachelor of Science in Finance with a concentration in Risk Management and Insurance from Virginia Commonwealth University (magna cum laude) and received her Management Liability Insurance Specialist (MLIS) designation in April of 2013.

    Nadia Hoyte

    Partner, National Practice Cyber Leader

    USI

    Nadia N Hoyte is a National Cyber Practice Leader in the Executive & Professional Risk Solutions Practice. She heads USI’s Cyber Practice (AKA Cyber Federation). She serves as an in-house resource for all professional liability, technology errors and omissions, media liability, network security, and privacy related lines of coverage. In her role, Nadia is responsible for developing program strategy, building insurer relationships, and designing insurance risk transfer solutions. She also provides consultative services, training, insurance contract analysis, vendor contract analysis, placement, and policy administration.

    Nadia has over 20 years of experience in the insurance industry, with 15 specializing in Cyber and Professional Liability exposures.

    Prior to joining USI, Nadia was the Cyber Practice Leader at a small wholesale brokerage firm. Here she focused on delivering targeted Cyber Insurance solutions designed to enhance insurance agency portfolios.

    Prior to that, Nadia was a Senior Vice President at Willis Towers Watson. While at Willis, she was skilled at understanding clients’ unique needs, tolerance for risk, distilling complex information for laypeople and delivering bespoke insurance solutions.

    Nadia started her career at Marsh USA, where she served in many capacities. At Marsh USA, Nadia was a specialty broker who concentrated on creating and delivering solutions for convergent risks. And most importantly finding homes for hard-to-place specialty risks.


    Tim Francis

    Enterprise Cyber Lead

    Travelers

    Tim Francis is a Vice President at Travelers and serves as the company’s Enterprise Cyber Lead. In that role, Tim has oversight of the company’s cyber product management, including underwriting strategy and product offering globally. Tim is one of the insurance industry’s foremost cyber experts, with comments appearing in a number of premier media outlets, including The Wall Street Journal, USA Today, CNBC.com, Reuters, Insurance Journal, PropertyCasualty360 and Business Insurance, among others. He has served as a committee chair for many prominent cyber conferences and is frequently a featured speaker on the evolution of cyber risks and how businesses can protect against them. A graduate of the University of Maine, Tim has been with Travelers since 2005 and became the company’s Enterprise Cyber Lead in 2010.

    Anthony Dolce, RPLU

    Head of Professional Liability, Cyber and Tech E&O

    The Hartford

    Tony Dolce, RPLU is the Vice President and Head of Professional Liability, Cyber and Technology E&O underwriting at The Hartford. Tony has been in the insurance industry for more than twenty years, serving in various management roles in both claims and underwriting, concentrating in Cyber, Technology and Professional Liability. He frequently speaks at cyber-related events around the country, authors thought leadership pieces and serves on several insurance industry groups. Over the course of his career, Tony has handled several large cyber and technology matters, including major data breach and privacy cases. Prior to working for insurance carriers, Tony was an attorney for several years at a large New England-based law firm, specializing in insurance coverage and commercial litigation. Tony also served as the law clerk for the Chief Judge of the Connecticut Appellate Court. He earned his B.A. and J.D. from the University of Connecticut and is a member of the Connecticut state and federal bars. Tony also holds the Certified Information Privacy Professional (CIPP/US) and the Registered Professional Liability Underwriter (RPLU) designations.

    Paul Robert Needle

    Sr. VP Cyber Treaty Underwriter

    Munich Reinsurance

    Paul Needle serves as Senior Vice President, Cyber Treaty Underwriter for Munich Re US.

    He began his insurance career as a Managing General Underwriter for AON Affinity before serving as a professional lines underwriter for AIG and Zurich Insurance. Prior to joining Munich Re in April 2021, Paul spent eight years at CNA Insurance, most recently as the Financial Institution Cyber Product Lead.

    As an active member of the Sector New York Area Maritime Security Committee (AMSC), Paul consults the US Coast Guard on cyber risk. He earned an MBA in Finance and an M.S. in IT Auditing and Cybersecurity from Temple University. He also holds a Bachelor of Science degree in Marketing from the University of Scranton.

    Eric Allen

    North American CUO, Cyber & Technology

    AXIS Insurance

    Eric Allen is the North American Chief Underwriting Officer for Axis’ Global Cyber and Technology team. Eric is responsible for developing underwriting strategies and driving profitability across Axis’ North American Cyber, Technology, MPL, and Media portfolios. Eric joined Axis in 2020 and has over 17 years of cyber insurance experience. Before joining AXIS, he was a Vice President at Chubb Insurance, having also held underwriting and claims roles at AIG and Liberty Mutual.

    Rick Cavaliere

    Cyber Placement Leader

    NFP Property

    Rick is a Senior Broker for NFP’s Cyber Practice.  His responsibilities include driving the cyber renewal process, consulting year-round on your cyber controls and processes, negotiating directly with carriers and designing the optimal program based upon your needs and expectations. 

    Rick also is the Placement Leader for the Cyber Practice, who is responsible for overall operations and managing the national team’s approach to cyber placement and carrier relationships. 
     
    Rick is based in Chicago.  He is an attorney, with experience as an insurance coverage specialist in management liability and professional liability and cyber policies.  He also was an underwriter, handling professional liability, management liability and cyber policies for publicly-traded companies and large private companies. 

    Rick lives in the Chicago suburbs with his wife and their four kids and their golden doodle, Tilly.

    Jeremy Gittler

    Global Head of Claims

    Resilience

    Jeremy Gittler, Esq. leads Resilience’s Global Claims team and aims to further its reputation as the most efficient, capable and respected partner in the cyber insurance industry. Before joining Resilience, he held both Cyber Underwriting and Claims leadership positions at global commercial insurance provider AXA XL, where he launched and built its Cyber Claims team from its infancy. Earlier in his career, he handled AIG’s most complex cyber and technology claims, and also worked as a litigation attorney at a large law firm in New York. Jeremy holds a law degree from Cardozo School of Law, and a B.A. from Emory University.

    Christine Flammer

    Claims Counsel

    AXA XL

    Christine leads a team of specialists focused on managing privacy liability, technology E&O, and media claims, as well as cyber incident response including complex business interruption losses. With experience dating back to 2009, when she began handling these claims at AIG, Christine has witnessed firsthand the maturation of the cyber market to its present state, as well as the increased creativity and sophistication of threat actors and plaintiff’s bar. Christine’s depth of experience and insights into the evolution of the cyber landscape enable her to provide invaluable guidance to AXA XL insureds and brokers. Her team’s proactive approach and commitment to staying abreast of emerging trends allows them to effectively navigate the complexities of litigation and regulatory investigations in the ever-evolving cyber arena. Christine earned her J.D. from Hofstra University School of Law and is admitted to the New York State Bar.

    Marcin Weryk, RPLU (Moderator)

    Head of Production Underwriting - North America

    Coalition, Inc.

    Marcin Weryk, RPLU is the Head of North American Production Underwriting at Coalition, and previously the Head of Business Development. At Coalition he is involved in underwriting strategy, employee and product development, and broker engagement. Marcin was previously the Head of Cyber – West and South Region at AXA XL and Underwriting Director at CNA Insurance.

    Mark Camillo

    US & Canada Head of Network Security & Privacy

    Cyber Acuview, LLC

    Mark Camillo is currently CEO of CyberAcuView (www.cyberacuview.com), an industry consortium of leading cyber insurers created to enhance innovation, improve market efficiencies, and support collaboration among multiple stakeholders for the long-term benefit of policyholders, insurers, and the connected economy.

    Prior to joining CyberAcuView, he most recently was the Head of Cyber, EMEA at AIG based in London, UK, responsible for the CyberEdge® suite of end-to-end risk management solutions. Before moving to London, Mark led the AIG cyber team for the Americas based in New York, NY. Mark joined AIG in 2001 and held positions of increasing management responsibility in various parts of the organization including eBusiness Risk Solutions, Affinity Group, Professional Liability, and the Fidelity team.

    Prior to AIG, Mark worked in sales, marketing, and product development for Dun & Bradstreet (D&B) and SITEL Corporation. Mark has a Masters of Business Administration from the University at Buffalo and a Bachelor of Science degree from the University of Wyoming.

    Jonathan Hatzor

    CEO

    Parametrix Insurance

    Jonathan Hatzor co-founded Parametrix in 2018 to tackle the growing risk of cloud outages. Parametrix developed technology to monitor IT service performance, enabling the first parametric cloud downtime insurance. The company also launched a cloud outage ILS with Hannover Re and earned the trust of top insurers and brokers. Before this, Jonathan founded Matter, a 3D property visualization tool acquired by Treedis. He continues to lead Parametrix in helping businesses manage IT failure risks.

    Pascal Millaire (Moderator)

    CEO

    CyberCube

    Pascal Millaire is the CEO of CyberCube, which was established under his leadership in 2015 within Symantec and has operated as a standalone business since January 2018. Today, CyberCube’s analytics are used by over half of the top 50 cyber brokers, 30 of the 40 largest US and European cyber insurers and the world’s leading reinsurance and reinsurance brokerage institutions.

    Previously, Pascal was President of a hotel software company and a management consultant at McKinsey & Company where he served companies in the insurance industry. Pascal holds a bachelor’s degree from the University of Cambridge and an MBA from the Stanford Graduate School of Business.

    Crystal Boch

    US Head of Cyber Analytics - Aon Re

    Aon

    Crystal leads US Cyber Analytics for Aon Reinsurance Solutions, utilizing her expertise in actuarial experience-driven analyzes, as well as cyber catastrophe modeling.

    Crystal has worked with four cyber catastrophe vendor models and Aon’s bespoke scenarios to quantify affirmative and non-affirmative cyber exposure.

    She joined Aon in 2018 and has contributed to several thought leadership pieces including Aon and parametrix’s paper on Cloud Outage Diversification and the US Cyber Market Update Study, leveraging data from the NAIC Cyber Supplemental Exhibit.

    Richard DePiero

    Sompo International

    Richard DePiero is the US head of Sompo Pro which provides solutions for Cyber, Technology, MPL, A&E, MPL and Lawyers Indemnity. Richard joined Sompo International in 2019 as the Product head of Cyber Liability. In his role he is responsible for product development, setting the appetite, creating underwriting standards through assessing risk, industry forecasting, and portfolio management. Richard is a frequent speaker at industry events.

    Prior to joining Sompo International, Richard worked at Swiss Re Corporate Solutions as the Head of North American Cyber Liability, Technology, Media Errors and Omissions underwriting for four years. Prior to that he worked at Marsh USA where he led the East Zone placement brokers for large commercial clients in the FINPRO Center of Excellence. In this role he served as a national resource for clients and colleagues focusing on Cyber Liability, Technology/Telecom Liability, Media and Miscellaneous Liability with responsibilities including advising clients on risk identification, programs design, manuscripting policy language, and pricing.

    Brian Lewis

    Senior Broker

    Lockton Re

    Brian joined Lockton Re in 2024 to lead their US Cyber Practice, bringing over 20 years of insurance broking and underwriting experience. He most recently served as the Cyber Product Officer at Zurich North America, where he was responsible for managing the underwriting portfolio within Financial Lines, setting the Cyber underwriting strategy, and developing market-leading products for customers.

    Prior to joining Zurich, Brian was the Northeast Cyber Broking Leader for FINEX at Willis Towers Watson where he served as a trusted advisor and placement specialist, providing risk purchasing advice to healthcare, financial institution, and professional service clients. He began his career at AIG in the professional liability claims division and eventually transitioned to underwriting, where he gained a deep knowledge of Technology Errors and Omissions, Cyber, Media and Professional Liability coverages.

    As a reinsurance broker, Brian focuses on the development, design, and placement of cyber and professional lines reinsurance programs for a range of clients, including large national and global accounts.

    Robert Parisi

    Executive Vice President F&C Cyber

    Munich Re America Inc.

    Joined MR F&C in his current role as North American Cyber Leader in 2020. Prior to joining Munich Re, was with Marsh for 15 years serving as Managing Director and Cyber Product Leader; where his responsibilities included advising clients on issues related to intellectual property, technology, privacy, and cyber risks as well as negotiating with carriers on terms and conditions. Prior to Marsh, held various underwriting and legal positions at AIG. Started career as coverage counsel for Lloyd’s of London.

    Bachelor of Arts (cum laude) in Economics/ Fordham University at Rose Hill
    Juris Doctor, Fordham University School of Law

    Melissa Carmichael

    Head of Cyber Risk, US

    Beazley

    Melissa is the Head of US Cyber Risks at Beazley where she leads a team of underwriters in the middle market and large client segments. Prior to joining Beazley in 2024, Melissa held leaderships positions at two of the largest global brokers where she built and managed teams in both middle market and specialty. She has expertise in executive level client consultation of complex risk transfer programs with a concentration in management and professional liability products.

    Tracie Grella (Moderator)

    Global Head of Cyber Insurance

    AIG

    As the Global Head of Cyber Insurance at AIG, Tracie Grella is responsible for the strategic direction of the company’s cyber insurance portfolio and for managing cyber insurance risk across all of AIG’s property and casualty lines.

    Tracie has more than 25 years of experience in cyber insurance, effectively navigating the complex intersection of technology and risk management. Known for her visionary approach to risk assessment and mitigation, Tracie has played a pivotal role in shaping the industry’s response to the constantly changing cyber threat landscape and is an influential figure in safeguarding businesses and organizations against this key peril of the modern digital era.

    Committed to strengthening cybersecurity awareness and resiliency globally, Tracie is a sought-after speaker and a trusted advisor to organizations, think-tanks, associations, and government officials seeking to improve cybersecurity awareness, best practices, and legislation.

    Commonly called upon as an industry expert by insurance trade and mainstream publications on cyber liability and professional liability issues, Tracie has appeared on Squawkbox and Fast Money and has been named an Executive to Watch by Risk & Insurance magazine and a Woman to Watch by Business Insurance. Tracie is a co-creator of a patented process for underwriting cyber risk and holds a B.S. in finance from Rutgers University.

    Christa Johnson

    Gallagher Bassett

    In my role as a manager of a team handling cyber claims, I provide leadership and guidance to ensure the efficient and effective management of cyber claims processes. I oversee a team of five individuals, supporting their professional development, setting clear objectives, and providing ongoing feedback to drive performance excellence.

    My responsibilities include overseeing the entire lifecycle of cyber claims, from initial assessment to resolution, while ensuring compliance with regulatory requirements and company policies. I facilitate training sessions to keep the team updated on emerging cyber threats, industry trends, and best practices in claims management.

    Additionally, I serve as a point of escalation for complex claims issues, utilizing my expertise to resolve challenges and ensure timely and satisfactory outcomes for our clients. I also collaborate closely with other departments to streamline processes, enhance communication, and optimize resource allocation.

    Overall, my role involves a combination of leadership, team management, technical expertise, and strategic decision-making to ensure the successful handling of cyber claims and the delivery of exceptional service to our clients.

    Harriet Bateman

    Partner

    MDD Forensic Accountants

    Harriet is a Partner at MDD Forensic Accountants, and is based in New York. Harriet has spent the last thirteen years working as a forensic accountant specializing in insurance claims, servicing clients in both the US and Latin America. For the past seven years, Harriet has specialized in the review of business interruption losses resulting from cyber incidents.

    Howard Panensky (Moderator)

    Partner

    Pierson Ferdinand, LLP

    Howard began his career out of law school clerking for a judge in Trenton, New Jersey. Thereafter, Howard was an associate at Winget, Spadafora & Schwartzberg where he litigated E&O, D&O and coverage matters. Thereafter, Howard joined Fox Rothschild as a litigator until he began his career in insurance.

    Howard joined Ironshore in 2012, handling claims related to all financial and executive lines, including D&O, E&O, Crime/Fidelity, Fiduciary liability and Cyber. In late 2014, Howard became the cyber claims manager and solely focused his claims portfolio on cyber-related matters. In 2018, Howard joined the cyber practice at WTW as a cyber specialist, and in 2021, joined Marsh, as a cyber claims broker and leader.

    In 2024, Howard rejoined the private practice of law at Pierson Ferdinand. Howard focuses his law practice on insurance coverage, privacy litigation and incident response.

    Monica Tigleanu

    Cyber Strategy Director

    BMS Group

    Monica Tigleanu, is a seasoned cyber insurance expert with 14 years of experience in the industry and she currently serves as the Cyber Strategy Director at BMS Group. In this pivotal role, her primary focus is to advance BMS’ cyber (re)insurance strategy by developing sophisticated risk management solutions designed to address the continuously evolving cyber risk landscape. Monica assists organisations ( including insurance companies) with transferring their cyber risk allowing them to manage the impact of cyber events. Leveraging her extensive global network, Monica connects new capacity from various (re)insurance hubs, leading the development of innovative products that offer tailored and previously unattainable coverage.

    Monica has held an array of senior positions at esteemed organisations such as Munich Re, Marsh, Beazley, and AIG. As Marsh’s inaugural Cyber Property Damage Leader, she expertly promoted cross-class collaboration within the insurance industry by connecting the fields of property insurance, engineering, cybersecurity and technology risk.

    As a Certified Information Systems Security Professional (CISSP) and the only Global Industrial Cyber Security Professional (GICSP) in the cyber insurance industry, she is acutely aware of the challenges organisations face when it comes to maintaining cyber resilience as well as quantifying cyber risk. Monica is also certified CRISC and CIPP US/EU. Monica’s unwavering dedication to tackling complex issues and devising innovative solutions keeps her at the cutting edge of the rapidly evolving cyber risk landscape, making her an invaluable resource for organisations as they navigate the complexities of modern cyber insurance.

    Sarah Rugnetta

    Executive Deputy Superintendent of Cybersecurity

    New York State Department of Financial Services

    Catherine Lyle

    Head of Claims and Incident Response

    Tokio Marine HCC

    Catherine Lyle is a SVP within Tokio Marine HCC- Cyber & Professional Lines Group heading the Claims and Incident Response teams for Cyber. With more than 25 years of claims experience, Catherine’s work focuses on leading a team that ensures the quick resolution of cyber events and claims, as well litigation involving professional liability policies for technology, media, and telecommunication companies. She is a frequent speaker and published author regarding cyber law and claims. Prior to joining Tokio Marine HCC- CPLG, Lyle was the Head of Claims at Coalition and was an attorney for General Electric as well as an Assistant Attorney General for The Commonwealth of Massachusetts. Lyle is a member of the Commonwealth of Massachusetts and Colorado Bars.

    Payal Kiran Patel (Moderator)

    Managing Director

    Marsh Mclennan

    Payal Patel joined Marsh in 2015 as an Assistant Vice President within the firm’s Cyber Practice, where she worked with large clients to help identify and manage their cyber risks. In 2016 she was promoted to Vice President and in 2019 she was promoted to Senior Vice President and US Errors & Omissions/Cyber Practice Leader for Marsh’s Northeast Zone. In this role, Payal is responsible for delivering innovative cyber and professional liability solutions and insights to clients throughout the region. In recognition of her accomplishments, Payal was named a Managing Director by Marsh in 2021 and a Cyber Power Broker by Risk & Insurance magazine in 2020 and 2023. In 2023, Payal was tapped to lead Marsh’s UK Cyber Practice in London for seven months on an interim basis until a new leader was appointed. She continues to support Marsh’s Global Cyber Practice in client retention and growth efforts. She is based in Philadelphia and is a graduate of Temple University.

    Elizabeth “Liz” Dill

    Partner and Co-Chair, Advisory Compliance

    Mullen Coughlin

    Elizabeth (Liz) Dill, CIPP/US is a Partner at Mullen Coughlin, located in Richmond, Virginia. She focuses her practice on counseling and representing clients across all industries, including in the healthcare and life sciences; financial services & insurance; education; professional services; retail/e-commerce; manufacturing and distribution; and technology industry sectors, as well as non-profit organizations and governmental entities, in all facets of data privacy and security preparedness and incident response. Liz is Co-Chair of the firm’s Advisory Compliance practice group. She routinely advises her clients on the development of comprehensive data privacy and security compliance programs tailored to their industry sector and geographic scope of operations in compliance with numerous U.S. federal and state data privacy and security statutes and regulations, including the Health Insurance Portability and Accountability Act (HIPAA); the Gramm-Leach-Bliley Act (GLBA);the California Consumer Privacy Act (CCPA), and its amendment the California Privacy Rights Act (CPRA); the Virginia Consumer Data Protection Act (VCDPA); the Colorado Privacy Act (CPA); the Utah Consumer Privacy Act (UCPA); and the European Union’s General Data Protection Regulation (GDPR), among others.

  • ExecPLP Designation Self-Reporting

    Up to 8 hours of professional development available for ExecPLP designation maintenance.


    Access session recordings and PowerPoints (if available) from the 2025 PLUS D&O Symposium. For each recording you watch in full, you can self-report 1 hour of professional development. Click here for more information about ExecPLP designation maintenance requirements and how to self-report your hours.

    Note: Viewing session recordings does not qualify for state insurance license CE/CLE credit nor is it a requirement for earning the ExecPLP designation.

    Jaimie Hunter (Moderator)

    Senior Broker

    Lockton Re

    Jaimie Hunter is a Senior Broker at Lockton Re in the New York and Stamford area. She has 20+ years of experience in the Reinsurance Industry working across the Casualty spectrum with a focus on Auto and Professional Lines. Jaimie specializes in a range of client solutions including treaty, facultative and hybrid facilities. After graduating from Penn State University (B.S. Finance, B.A. Sculpture), she spent most of her career at Guy Carpenter in the Philadelphia, London and New York offices where she was a Managing Director before joining the Lockton Re team.

    Brian Zink

    Everest

    Brian Zink is Senior Vice President, Head of Everest Specialty Underwriters (ESU) and U.S. Financial Lines.

    Prior to joining Everest, Mr. Zink was Head of Financial Lines for the Zurich’s U.S. National Accounts, also serving in various leadership roles including Head of Management Liability domestically. Prior to that, Mr. Zink held a variety of financial lines leadership positions with Beazley Group and The Hartford.

    Jeremie Saada

    Head of U.S. Executive Risk

    Beazley

    Jeremie is currently Head of U.S. Executive Risk at Beazley. He joined in 2007 and has been in the industry in various capacities as an underwriter, broker and actuary specializing in D&O, EPL, fiduciary, crime & fidelity and all related classes. Prior to joining Beazley he worked for AIG, Marsh, and Hartford. Jeremie has a degree in Applied Mathematics from the University at Buffalo and an MBA from the Zicklin School of Business.

    Ziad Kubursi

    Head of Financial & Executive Liability

    The Hartford Financial Lines

    Ziad Kubursi is the Head of the Financial Institutions, Executive Liability & Transactional Risk units of The Hartford Financial Lines a part of their Global Specialty Division. He has held various Senior Leadership rolls including Head of Financial Lines (Asia Pacific, Australasia, Southeast Asia, Middle East, Africa and South America) at AIG, SVP and Head of FI and Management Liability at CNA as well as SVP and Head of Philadelphia Insurance Companies Management & Professional Liability Division. Mr. Kubursi brings over 20 years of experience in Financial Lines Insurance in various leadership capacities across underwriting, brokerage and claims. Thirteen years of his career was spent at AIG in various management positions in the U.S. and Internationally.

    After graduating with a BA in Government & Politics from George Mason University, Ziad went on to earn an MBA from Adelphi University, and an EMBA from London Business School (LBS). He also carries an RPLU designation from the Professional Liability Underwriting Society.

    Jim Harrod

    Partner

    Bernstein Litowitz

    With two decades of experience prosecuting complex litigation in federal courts, Jim Harrod’s practice focuses on representing the firm’s institutional investor clients in securities fraud-related matters. He also leads the firm’s Global Securities and Litigation Monitoring Team, which monitors securities class and group actions around the world, and advises BLB&G’s institutional clients on potential avenues for recovery in those actions.

    In connection with his representation of institutional investors, he is a frequent speaker to public pension fund organizations and trustees concerning fiduciary duties, emerging issues in securities litigation and the financial markets.

    Jim is recognized as a “Litigation Star” by Benchmark Litigation and is regularly named to lists of leading practitioners by Lawdragon, and Thomson Reuters’ Super Lawyers for his professional achievements. More recently, he was named a Plaintiffs’ Lawyers Trailblazers by The National Law Journal.

    Noona Barlow

    Partner, Head of Financial Lines Claims

    McGill and Partners

    Noona Barlow is the Head of Financial Lines Claims at boutique insurance broker McGill and Partners. Noona practised law in Toronto for a number of years before moving into insurance. Prior to joining MGP, Noona was the Head of International Financial Lines Claims at AIG in London.

    David Ackerman

    Global Claims/Key Case Management

    Allianz Commercial

    David Ackerman is Global Practice Leader for Commercial Management Liability and Financial Institutions Claims for Allianz Commercial. He is currently located in Hong Kong. David has nearly 35 years of experience in Financial Lines insurance. He has served as Underwriting Counsel and Claims Counsel for several major as well as start-up Financial Lines Insurance markets, and he has managed claims and teams of claims professionals in the United States, Europe and Asia. As a US licensed attorney, David practiced in New York and Chicago as a partner of a leading law firm focused on serving US and multi-national insurers and their clients. David is a graduate of the University of Pennsylvania Law School and its College of Arts and Sciences.

    Keith Bethlehem

    Colin Biggers & Paisley

    Keith Bethlehem leads the complex coverage team at Colin Biggers & Paisley, with a focus on financial institutions and D&O insurance.

    Keith has a reputation for pragmatic and industry-aware advice. He has been ranked in Chambers as a leading insurance lawyer since 2014. In the 2022 edition, a client notes that Keith “is quick to identify issues of contention and obstacles in the resolution of claims and seeks to circumvent the adversarial nature of coverage disputes”.

    Keith is an accomplished litigator. Keith conducted the seminal case on the operation of claims made policies under Australian Law, Chubb & Others v Moore & Others. In 2021, Keith represented London market insurers that resisted joinder under the newly enacted Third Party Rights Against Insurers Act, the first case in which Insurers successfully opposed joinder on discretionary grounds.

    Keith has a market leading role in relation to the series of class action against major banks and financial institutions arising from the Financial Services Royal Commission, and acts as coverage and monitoring counsel in relation to numerous Securities Class Actions. He acted for the co-primary insurers that supported the successful defence in the precedent setting Iluka proceedings.

    Natalie Graham

    SVP, Global Head of Claims

    Mosaic Insurance

    With her background in law, underwriting, and broking, Natalie brings a 360-degree understanding of claims and the fundamental importance of fair outcomes to her role at Mosaic. She qualified as an insurance lawyer in 2001 and worked in private practice in the City of London before joining Ironshore/Pembroke Syndicate 4000 as a claims manager in 2010, where she managed a broad spectrum of claims across multiple lines of business. Natalie later served Aon’s Global Broking Centre as head of financial, professional & specialty claims, overseeing a cradle-to-grave claims service to wholesale and retail clients globally. She joined Mosaic at its inception in 2021 and is the Head of Claims across all divisions and regions.

    Zachary Taylor (Moderator)

    BakerHostetler LLP

    Zach Taylor is a partner in the Securities & Governance Litigation team at BakerHostetler. Zach focuses his practice on securities and governance litigation, including securities class actions, shareholder derivative actions, fiduciary duty litigation, M&A litigation and Section 220 demands. He also has extensive experience with SEC and internal investigations. Prior to joining BakerHostetler, Zach served as a judicial law clerk to the Honorable Richard M. Berman, United States District Judge for the Southern District of New York, and was a securities litigation associate at Weil, Gotshal & Manges LLP.

    David Navetta

    Partner

    Troutman Pepper Locke

    David Navetta is a prominent leader in privacy, information security and technology law. He has extensive experience counseling clients on novel and cutting-edge data protection issues, including data breach response, cybersecurity risk management, consumer and employee privacy, incident response planning and preparedness, technology transactions, vendor management, board of director advice and consultation, regulatory investigations, litigation and due diligence in corporate transactions. David serves as a “breach coach” on an approved panel for numerous cyber insurance carriers and companies, and he has helped some of the world’s leading corporations to effectively respond to complex data security breaches and protect their enterprise. David’s clients range from startups to large Fortune 500 multinationals across a range of industries, including ecommerce, consumer products, name-brand traditional brick-and-mortar, hotels and hospitality, social media, technology, professional services, healthcare, financial institutions and energy. David received his BA from Michigan State University and his JD from DePaul University College of Law.

    Cassandra Shivers

    National Leader, Management Liability & Cyber Claims Advocacy Team

    Arthur J. Gallagher

    Cassandra has been in the insurance industry for close to 30 years. She worked for 17 years as a commercial litigator representing policyholders in complex insurance coverage disputes, in negotiations, litigation, arbitrations, mediations and on appeal. She successfully recovered hundreds of millions of dollars in insurance proceeds for her individual and corporate insured clients, including numerous Fortune 500 companies.

    Cassandra brought that extensive experience to Gallagher in 2011 as a Senior Claims Advocate in the Management Liability Practice Group, resolving a myriad of complex coverage issues and forging relationships throughout the market. In 2021, she stepped into the position of National Leader for Gallagher’s Management Liability & Cyber Claims Advocacy Team. Cassandra built the team from the ground up prior to its launch in May 2022. She is responsible for oversight of a team of advocates who partner with clients and insurers on D&O, EPL, Fiduciary, Crime, Cyber, and Kidnap & Ransom Claims.

    Brian Wanat

    Chief Broking Officer

    Aon

    Brian is the CEO of Commercial Risk Solutions North America responsible for business performance and leadership. In this role, he is responsible for leading and delivering best-in-class industry solutions, services, capabilities, data & analytics to clients through commercial risk product leaders, specialties and teams. He also ensures the U.S. broking strategy is aligned with our global objectives, while developing and fostering our market relationships. Brian’s area of expertise includes directors’ and officers’ liability, professional liability for financial institutions, employment practices liability, transaction facilitation insurance and blended financial products programs. He is a member of the Aon North America Leadership Team.

    Prior to Brian’s current role, he served as U.S. Chief Broking Officer. His direct management responsibilities included the Financial Services Group (FSG), National Property, National Casualty, Aviation, Crisis Management, Marine and Aon’s Global Risk Consulting Group (AGRC). In addition, duties included setting best practices for commercial broking that reside in our field organization and where broking is embedded inside our industry practice groups.

    Prior to Chief Broking Officer, he served as the chief executive officer of Aon’s financial service group (FSG) for the U.S. from 2014-2018. In his roles at Aon, he has had direct client responsibilities for some of FSG’s largest and most complex clients. In addition to managing the practice, he managed market relationships, acted as a claims advocate on serious claims and led client deal teams in this product area.

    Brian is a frequent public speaker on management liability and has participated in engagements at RIMS, PLUS, and ACI. He was the recipient of the 2008 Power Broker Financial Institutions – Risk & Insurance Award.

    Brian earned a B.S. in accounting from Rutgers College and an MBA in finance from Rutgers University Graduate School of Management.

    Gina Pilla

    Managing Director, Head of Financial Lines Center of Excellence

    Guy Carpenter

    Deirdre Martin (Moderator)

    EVP, Chief Underwriting Officer, Financial Lines

    Sompo International

    Deirdre Martin is Executive Vice President and Chief Underwriting Officer for the Financial Lines Division of Sompo with responsibility within North America. In this role, Deirdre collaborates with underwriting, legal, actuarial, product and claims leadership toward the development and implementation of underwriting strategies and processes, with continual focus on advancing Sompo’s offerings and capabilities for Broker and Insured clients.

    Deirdre is a graduate of Providence College. She is a past Co-Chair for the PLUS D&O Symposium. Deirdre serves as Secretary and a Director of the Board for The Bridge, an inclusive not-for-profit networking organization that supports the development of female talent in Financial Lines insurance and reinsurance. Deirdre has worked alongside leaders in the Financial Lines industry to advance The Bridge’s mission since its launch in 2019.

    Sanjay Godhwani

    Berkshire Hathaway Specialty Insurance

    Sanjay Godhwani is Head of North America at Berkshire Hathaway Specialty Insurance. Sanjay has been in the insurance industry for over 25 years. Prior to joining BHSI, he was President of AIG Latin America and Caribbean and Property Product Line Leader, AIG Property Casualty in the U.S. and Canada. Sanjay holds a Bachelor of Science degree from University of Illinois Urbana-Champaign and is a fellow of the Casualty Actuarial Society and a member of the American Academy of Actuaries.

    Adam Ziffer

    Partner

    Cohen Ziffer Frenchman & McKenna LLP

    Nationally and internationally known for his successful litigation and arbitration strategies and execution, Adam S. Ziffer represents policyholders in actions for damages and declaratory relief and counsels clients on a range of insurance-related issues. Adam litigates some of the most cutting-edge, precedent-setting insurance coverage cases in trial and appellate courts throughout the country. They include privacy liability, employee dishonesty, first-party, errors and omissions, directors and officers, product liability, asbestos, environmental, and employment coverage matters. In his global practice, Adam represents clients in arbitrations in London, Bermuda, and other international venues.

    Clients have reported to Chambers that “Adam is an extremely good advocate in court and a great person to have on your side when the stakes are high,” and that he is one “of the best coverage attorneys we found with an outstanding knowledge of policy coverage law and how to litigate.” Another client told Chambers that Adam “does a great job at implementing the strategy and winning at the pleading stage” and “pays great attention to detail.”

    Serving as lead counsel in state and federal courts, Adam treats discussions with judges very respectfully but also as if he is in a dinner conversation with them. This approach helps him gain rapport with judges and juries, which sets him apart in a sea of attorneys—Adam becomes the voice that the judge or jury looks to for the direct and candid answer, and this credibility then extends to his clients. A proponent of cultivating relationships and collaborating with opposing counsel, Adam works hard to keep matters moving along smoothly in discovery and other stages of the litigation process. He knows how to identify for judges the key impasse issue in summary judgment motions, which often results in quicker and more efficient positive resolutions for his clients.

    While understanding the many granular nuances of a matter, Adam also considers the big-picture perspective and knows when to launch surgical strikes in making pivotal points at trial and during negotiations. He often draws on his diverse general litigation background, which includes cases involving general commercial and contractual disputes, securities fraud claims, and labor and employment issues. Throughout his career, Adam has tried to apply reasonable and thoughtful positions to his matters, which serve as guideposts in representing clients and achieving the most optimal outcomes.

    Jennifer Odrobina

    SVP, Head of Financial Lines Claims

    Sompo International

    Jennifer Odrobina is the Senior Vice President, Head of Financial Lines Claims at Sompo. She is responsible for the management of the U.S. Directors and Officers, Professional Liability, and Healthcare claims teams. In this role, Jennifer leads teams handling severe and complex claims across multiple lines of business including private and public directors and officers, employment practices liability, fidelity, fiduciary, financial institutions, professional liability, insurance agents & brokers, miscellaneous professional liability, architects and engineers, environmental, and cyber/network security and privacy, tech and media-related lines of coverage. Jennifer received her JD, magna cum laude, from The Elisabeth Haub School of Law at Pace University, and her BA, summa cum laude, from Canisius College. Jennifer is a member of the New York and Connecticut Bars. She also has received an Associate in Risk Management (ARM) designation and is a member of the Board of Directors of the PLUS Foundation.

    Lawrence Fine

    Management Liability Coverage Leader

    Willis Towers Watson

    Lawrence Fine is the Management Liability Coverage Leader for Willis Towers Watson’s FINEX North America division, with prior experience at law firms and an insurance carrier. He has more than 30 years’ legal and insurance industry experience, particularly in relation to Directors and Officers Liability, Professional Liability, Employment Practices Liability, and Fiduciary Liability.

    Professional Experience

    Prior to joining Willis Towers Watson, and after working at two law firms, Larry spent 27 years at AIG where he was responsible for all U.S. commercial D&O, fiduciary liability, employment liability and non-tech professional liability claims. For several years Larry was also Global Head of Professional Liability and D&O Claims at AIG. In his role as Claims Chief Technical Officer, Larry also helped write all of AIG’s Financial Lines policies and many endorsements which are still in use.

    In his role at WTW, Larry provides Thought and Product Leadership in connection with D&O and fiduciary exposures, utilizing his voluminous experience working on complex and high exposure claims to provide unique insight to our clients. Larry provides clients with his coverage analyses, recommends litigation strategies, and uses his deep network of insurance executives, defense counsel, coverage counsel and mediators to leverage successful resolutions for our clients.

    Speaking Engagements/Publications

    Larry has spoken concerning directors and officers' liability, lawyers' liability, securities law, ERISA, employment and insurance issues at conferences sponsored by the Professional Liability Underwriting Society (PLUS), the Practicing Law Institute (PLI), Bloomberg, Thomson Legalworks, Director’s Roundtable, the Association of Enrolled Actuaries, the American Conference Institute (ACI), Directorship/Directorship.com, the FICC (Federation of Insurance and Corporate Counsel) and others. Larry has been published in diverse publications, including the Rutgers Law Review, Directorship Magazine, Legalworks ERISA Litigation Conference Handbook (Thomson), Pension Plan Investments: Confronting Today’s Issues (PLI), Securities Litigation Report, The Market Standard and Analog Science Fiction/Science Fact.

    Kevin LaCroix, RPLU (Moderator)

    Executive Vice President

    RT ProExec

    Kevin is an Executive Vice President at RT ProExec. He is also the author of The D&O Diary.

    Paul Giliberto

    Head of Management Liability - Private/Non-Profit

    Zurich Insurance

    Paul is the Head of Private/Non-Profit Management Liability at Zurich Insurance. He has been with Zurich for 15 years, spending the first 11 in the public company space before moving over to run private in 2021. Paul began his carrier as a General Partnership Liability underwriter and also has experience in Transactional Risk Liability. He is a graduate of the University of Connecticut with a major in finance.

    Taylour Donovan, RPLU

    Senior Vice President

    CAC Specialty

    Taylour Donovan joined CAC Specialty in May of 2022 as Senior Vice President in the Financial Lines Practice. With over fourteen years of experience, she will aid her team in securing, growing, and servicing private company clients executive risk programs.

    Prior to joining CAC, Taylour served as Vice President for Arch Insurance Group Inc. She possesses a proven record of building a high performing team and managing talent to empower individuals to adapt to increasingly challenging roles and environments. Taylour’s ability to implement a strategic plan while driving efficient execution and profitable growth makes her an asset to her team. In addition, Taylour is a Registered Professional Liability Underwriter (RLPU).

    She is a graduate of Illinois State University where she was involved in numerous organizations on campus. In 2021, Taylour was presented with the Rising Star Award by Business Insurance.

    Bill Dean

    SVP-Head of Private Company Management Liability

    Berkley Professional Liability

    Bill is a Senior Vice President and head of the Private/Non-Profit Division at Berkley Professional Liability. Prior to starting the private company book at Berkley Pro, Bill held senior management roles at both the Hartford and CorPro where he led high performing private/non-profit underwriting teams.

    Nick Isler

    CEO

    Isler Specialty Insurance

    Nick has 20 years of insurance experience in selling, creating and underwriting a comprehensive suite of Management & Professional Liability products including Cyber Liability, Kidnap and Ransom, and Representations and Warranty Insurance. His experience includes placements for organizations of all sizes and structures, publicly traded or privately held, and includes government entities, educational institutions, healthcare organizations, as well as other complex and distressed situations.

    Lainee Beigel (Moderator)

    Principal; Sports and Entertainment Vertical Lead for The Professional, Executive and Cyber Solutions Group

    EPIC Brokers

    Lainee Beigel is a Principal with EPIC Insurance Brokers and Consultants based in the Northeast Region. She currently serves as the Sports and Entertainment Vertical Lead for the Professional, Executive & Cyber Solutions team within the Insurance Capital Solutions Group.

    Lainee has over 17 years of industry experience and brings a depth of knowledge to Commercial and Financial Lines clients. She began her career as an insurance defense attorney in New York City, subsequently holding a Claims Counsel position for a large global Insurance carrier. In this position, she managed claims on various professional, financial and specialty lines products.

    Utilizing the extensive knowledge gained on the carrier side, Lainee has since spent several years providing brokerage services and risk management advice to larger public and private companies. Lainee has specific product expertise in Directors’ and Officers’ Liability, Employment Practices Liability, Fiduciary Liability, Commercial Crime, Kidnap & Ransom/Special Crime, Cyber and Professional Liability. She provides strategic placement and day-to-day services to clients in a broad range of industries, including, sports and entertainment, financial and professional services firms, healthcare, retail, biopharma manufacturing, and technology.

    A strong established claims and legal background allows Lainee to assist clients and colleagues in not only navigating the marketplace but in understanding compliance issues, trends, and insurance complexities.

    Lainee is licensed to practice law in the State of New York.

    Claire Davey

    Head of Product Innovation

    Relm Insurance Ltd

    Claire Davey is an experienced insurance professional, specializing in cyber and professional and financial lines. As Head of Product Innovation and Emerging Risk at Relm Insurance, Claire leads the research and development of Relm’s strategic product innovation while identifying and managing potential risks associated with emerging sectors and technologies. Claire is both CISSP and ACII qualified.

    Julie Reiser

    Partner

    Cohen Milstein

    Julie Goldsmith Reiser, co-chair of Cohen Milstein’s Securities Litigation & Investor Protection practice, is a highly accomplished securities class action attorney. Clients, co-counsel, and opposing counsel recognize her tenacious advocacy, shrewd understanding of complex financial and economic issues, meticulous preparation, and dynamic leadership.

    Julie has led or played an instrumental role in the prosecution of more than 100 matters during her more than 20 years of practice, recovering billions of dollars for investors. She was recognized by The American Lawyer as “Litigator of the Week” for her role in negotiating an historic $310 million settlement in In re Alphabet Shareholder Derivative Litigation, a shareholder derivative action which established a framework for board accountability following allegations of systemic sexual harassment, discrimination, and retaliation claims. Including Alphabet, Julie has helped shareholders achieve a total of $550 million in corporate commitments and workplace policy changes at Wynn Resorts, Pinterest, and L Brands through novel shareholder derivative litigation she helped pioneer.

    In addition, Julie has led litigation teams in several of the country’s most complex securities class actions and landmark settlements, including a $500 million settlement related to Countrywide’s issuance of mortgage-backed securities and the Fifth Circuit affirmation of an investor class in the BP securities fraud litigation stemming from the 2010 Deepwater Horizon oil spill, which settled for $175 million. She was also a member of the Cohen Milstein team that secured an historic, all-cash $1 billion settlement against Wells Fargo in 2023, now the 17th largest securities class action settlement of all time and the 6th largest in the last decade.

    Julie’s accomplishments have not gone unnoticed. Law360 recognized Julie as a Titan of the Plaintiffs Bar, not long after citing her as one of the 25 Most Influential Women in Securities Law. Benchmark Litigation named her one of the Top 250 Women in Litigation, Corporate Counsel recognized her with a Women, Influence & Power in Law Award in the Innovative Leadership category, The National Law Journal placed her among the Elite Women of the Plaintiffs Bar and, Lawdragon has repeatedly named her one of the leading 500 lawyers in America.

    Jeffrey Chivers

    Syllo

    Jeffrey (Jeff) Chivers is CEO and Co-founder of Syllo. Before launching Syllo, Jeff spent more than ten years of his career in litigation, starting at Sullivan & Cromwell LLP and later in a firm he co-founded. He clerked for the Honorable Pamela K. Chen of the U.S. District Court for the Eastern District of New York and the Honorable Thomas L. Ambro of the U.S. Court of Appeals for the Third Circuit. Jeff graduated from Harvard College with a degree in Computer Science and received his law degree from Georgetown University Law Center. He is a Visiting Lecturer in Law at Yale Law School, where he has taught two semesters of Artificial Intelligence, the Legal Profession, and Procedure.

    Boris Feldman (Moderator)

    Freshfields US LLP

    Boris Feldman specializes in securities litigation, mergers and acquisitions, and fiduciary duty and disclosure counselling.

    Boris has represented many of the leading technology companies: Google, Genentech, Salesforce, Instacart, Rivian and Palantir (complete list here).

    Boris has also represented legendary entrepreneurs, including Marc Andreessen, Marc Benioff, Herb Boyer, Sergey Brin, Vint Cerf, Carly Fiorina, Arthur Levinson, Larry Page, and Mark Zuckerberg.

    Boris has defended over 275 shareholder class actions, derivative suits, and merger challenges throughout the United States on behalf of domestic and foreign issuers. He has represented boards of directors in internal investigations and regularly represents companies and individuals in SEC enforcement proceedings. A major part of his practice is advising public companies on fiduciary duty and disclosure issues.

    Boris was born in South Bend, Indiana. He attended Yale College on a National Merit Scholarship. At Yale, he was President of the Yale Debate Association and Speaker of the Yale Political Union. Boris graduated from Yale, summa cum laude and Phi Beta Kappa, with distinction in history. Boris graduated from Yale Law School, where he served as Note & Topics Editor of The Yale Law Journal. He was also the Director of Debating for Yale University while a law student.

    Boris has served on a variety of legal organizations, including the Yale Law School Center for the Study of Corporate Law and the American Law Institute. He has been outside counsel to Palo Alto Community Eruv.

    Boris has lectured at many law schools, including Berkeley, Harvard, Stanford, and Yale. He has published extensively on litigation and securities law topics.

    Nick Reider

    Senior Vice President, Deputy D&O Product Leader – West

    Aon

    I am Deputy D&O Product Leader (West) in Aon’s Financial Services Group. In that role, I focus on optimizing coverage wording for my clients to maximize their protection against the exposures of today and those on the horizon.

    I am a lawyer by background. I came over to Aon in 2021 from Goodwin Procter, where I was a partner in the Securities Litigation and White Collar Criminal Defense practice. At Goodwin, I spent a decade defending clients in D&O matters, including securities class actions and shareholder derivative lawsuits, as well as DOJ and SEC investigations.

    Priya Cherian Huskins (Moderator)

    SVP & Partner

    Woodruff Sawyer

    Priya Cherian Huskins is a partner at Woodruff Sawyer, a full-service insurance brokerage that services clients worldwide. She is a recognized expert in D&O liability risk and its mitigation. In addition to consulting on D&O insurance matters, she counsels clients on corporate governance, including ways to reduce their exposure to shareholder lawsuits and regulatory investigations.

    Priya is a frequent speaker on D&O issues. She has appeared on CNBC and been quoted in publications including the Wall Street Journal, the New York Times and the Financial Times. She is also the editor of the D&O Notebook, a blog that analyzes issues as they arise in the areas of D&O liability, insurance, and corporate governance.

    Priya serves on the board of directors of Realty Income Corporation (NYSE: O) and NMI Holdings, Inc. (Nasdaq: NMIH). She also serves on the boards of Woodruff Sawyer and the Long Term Stock Exchange. In 2024, Priya was named an NACD Directorship 100 honoree.

    Priya is a member of the advisory board of the Stanford Rock Center for Corporate Governance and is an active participant in their programs such as Stanford’s Directors College.

    Prior to joining Woodruff Sawyer, Priya practiced corporate and securities law at Wilson Sonsini Goodrich & Rosati. Priya has worked with both public and private technology companies through all stages of their development, including IPOs and M&A transactions.

    Priya was awarded her juris doctorate with honors from the Law School at the University of Chicago. She earned her undergraduate degree with high honors from Harvard University.

    Adam Hakki

    Co-Chair ExCo/Board, Chair-US

    A&O Shearman LLP

    Adam is Co-Chair of the Global Executive Committee and Board and U.S. Chair at A&O Shearman. With decades of experience defending companies and their directors and officers in high-stakes matters, Adam is described as “the best of the best” in securities litigation in Chambers USA, and The American Lawyer named Adam a “Litigator of the Year” in 2023 and 2021. Uniquely versatile, Adam is also the only lawyer recognized by Chambers USA for each of Securities Litigation, Antitrust Litigation, and Financial Services Enforcement and Investigations. Adam is one of only four lawyers in New York recognized by Chambers USA as a “Star Performer” for Securities Litigation, a special designation above Band 1. Law360 selected Adam for its prestigious “MVP” recognition five years in a row. Forbes named Adam one of America’s “Top 200 Lawyers,” Benchmark Litigation has named him its sole “Securities Lawyer of the Year” four times, and The Legal 500 has named him to its “Hall of Fame” for securities litigation.

    Michelle Yoshida

    Mediator / Arbitrator / Special Master

    Phillips ADR Enterprises, P.C.

    Michelle Yoshida has been a full-time mediator, arbitrator, and special master since 2007 and she joined Phillips ADR Enterprises at its November 2014 inception.

    As a neutral, Michelle has been involved in successfully mediating and managing multi-party and multi-faceted cases, with an aggregate settlement value of billions of dollars, annually. She brings her comprehensive experience in ADR process design and mediation of issues in complex matters to Phillips ADR Enterprises.

    She has been involved in the mediation of over five hundred disputes, involving a myriad of diverse matters, including financial and accounting cases, securities and derivative matters, insurance coverage, regulatory matters, professional liability, ERISA, and trustee issues. She is known for her ability to ascertain and comprehend legal and factual issues quickly, and she is particularly adept in managing large, complex ADR cases proficiently and objectively.

    Samuel Rudman

    Partner

    Robbins Geller Rudman & Dowd LLP

    Samuel Rudman is a founding member of Robbins Geller Rudman & Dowd LLP, a member of the Management Committee, and manages the Firm’s New York offices. His 26-year securities practice focuses on recognizing and investigating securities fraud and initiating securities and shareholder class actions to vindicate shareholder rights and recover shareholder losses. Sam is also part of the Firm’s SPAC Task Force, which is dedicated to rooting out and prosecuting fraud on behalf of injured investors in special purpose acquisition companies. A former attorney with the U.S. Securities and Exchange Commission, Sam has recovered hundreds of millions of dollars for shareholders, including a $200 million recovery in Motorola, a $129 million recovery in Doral Financial, an $85 million recovery in Blackstone, a $74 million recovery in First BanCorp, a $65 million recovery in Forest Labs, a $62.5 million recovery in SQM, a $50 million recovery in TD Banknorth, a $48 million recovery in CVS Caremark, a $34.5 million recovery in L-3 Communications Holdings, a $32.8 million recovery in Snap, Inc., and a $18.5 million recovery in Deutsche Bank.

    Sam graduated from Binghamton University with a Bachelor of Arts degree in Political Science. He received his Juris Doctor degree from Brooklyn Law School, where he was a Dean’s Merit Scholar, a member of the Moot Court Honor Society, and the Brooklyn Journal of International Law. Upon graduation from law school, Sam joined the Enforcement Division of the SEC in its New York Regional Office as a staff attorney, where he was responsible for numerous investigations and prosecutions of violations of the federal securities laws. Thereafter, Sam joined one of the largest corporate law firms in the country, where he represented public companies in the defense of securities class actions and also handled white-collar criminal defense matters.

  • Certificate in Asia PLI

    This is the demo version of Module 1, Lesson 1: Foundations of Professional Liability Insurance. This does not count towards completion of Module 1 under the Certificate in Asia PLI.

    This includes access to Lesson 1 of Asia Module 1 only.

    This lesson describes the general purpose of PLI and sources of professional liability. It examines different types of professional liability and the standards of care that are required of various professionals.

    Completion of this demo does not count towards Asia Module 1 or the Certificate in Asia Professional Liability Insurance (PLI).

  • Certificate in Asia PLI

    This module provides a foundation of basic concepts needed for understanding professional liability insurance (PLI). Understanding the basic PLI concepts provides a foundation from which to further your studies. This module introduces the fundamental principles of PLI that establish a baseline of knowledge for understanding all forms of PLI. While many lines of PLI are available, PLI has several common features.  Learners who begin their study of PLI have varying degrees of knowledge and skill. This module will enable all learners to have a good understanding of fundamental concepts and to understand the basic principles underlying PLI.

    This module provides a foundation of basic concepts and fundamental principles needed for understanding all forms of PLI. While many lines of PLI are available, PLI has several common features. Learners who begin their study of PLI have varying degrees of knowledge and skill. This module will enable all learners to have a good understanding of fundamental concepts and basic principles underlying PLI.

    This module is designed for:

    • Agent/brokers who are new to selling PLI or who would like a better understanding of potential exposures.
    • Underwriters with no specific prior experience with PLI policies or who would benefit from a better understanding of how to assess PLI risks.
    • Claims professionals with no prior experience with PLI claims or who would like to deepen their understanding of how to evaluate these types of claims.
    • Personnel in reinsurance companies who reinsure PLI policies.
      Anyone else who would like an introduction to PLI.

    This module waives Module 3: Professional Liability Insurance: Introduction as part of the RPLU designation.

  • Certificate in Asia PLI

    The past several decades have seen an increase in lawsuits against corporate directors and officers, private companies, and non-profit organizations. Shareholders, employees, customers, and the government can all file lawsuits against these entities. Similarly, the regulatory environment has become more complex and onerous for companies and their directors. The need for directors and officers (D&O) liability insurance has never been greater. You may think that D&O coverage is only for large, public companies. However, the directors and officers of small, private companies and even non-profit organizations now have a greater risk of D&O lawsuits than they did in the past. Understanding the exposures that directors and officers face, as well as the coverage and protection provided by D&O liability insurance, increases your value to both your company and to your clients. This module introduces you to the types of exposures and coverage offered, and your role in providing this important product to your client companies.

    The past several decades have seen an increase in lawsuits against corporate directors and officers, private companies, and non-profit organizations. Shareholders, employees, customers, and the government can all file lawsuits against these entities. Similarly, the regulatory environment has become more complex and onerous for companies and their directors. The need for directors and officers (D&O) liability insurance has never been greater. You may think that D&O coverage is only for large, public companies. However, the directors and officers of small, private companies and even non-profit organizations now have a greater risk of D&O lawsuits than they did in the past. Understanding the exposures that directors and officers face, as well as the coverage and protection provided by D&O liability insurance, increases your value to both your company and to your clients. This module introduces you to the types of exposures and coverage offered, and your role in providing this important product to your client companies. This introductory module prepares you to move on to the next more detailed Asia Certificate Module 3: Public Directors & Officers Liability Insurance.

    This module is designed for:

    • Agents/brokers who are new to selling D&O liability insurance or who would like a better understanding of potential exposures for directors, officers, and organizations.
    • Underwriters who have no prior experience specifically with D&O Policies or who would benefit from a better understanding of how to assess D&O liability risks.
    • Claims professionals who have no prior experience with D&O liability insurance claims or who would like a better understanding of the D&O claims process.
    • Personnel in insurance companies who write D&O coverage.
    • Risk managers or others who would benefit from an introduction to D&O liability insurance.

    This module waives PLUS Curriculum Module 8: Directors & Officers Liability Insurance: Introduction as part of the RPLU designation.

  • Certificate in Asia PLI

    This module is designed to help increase your knowledge of directors and officers (D&O) liability insurance and develop or improve your professional skills in selling, underwriting, or managing claims for publicly-traded companies. D&O liability insurance is intended to protect directors and officers from personal liability they may face based on their actions while fulfilling the duties they owe to the shareholders of their organizations. This module focuses on the liability of public companies and the types of D&O coverage available for these exposures.

    This module was developed to help increase your knowledge of directors and officers (D&O) liability insurance for publicly-traded companies and financial organisations. D&O liability insurance is intended to protect directors and officers from personal liability they may face based on their actions while fulfilling the duties they owe to the shareholders of their organisations. While directors and officers of private and non-profit companies are also at risk for D&O claims, the greatest financial risk is to the directors and officers of publicly-traded companies and financial organisations as well as to the insurers providing their D&O liability insurance. This module expands on Asia Module 2: Introduction to Directors and Officers Liability Insurance by focusing on the liability of public companies and financial organisations and the types of D&O coverage available for these exposures.

    This module is especially important for:

    • Agents/Brokers
      Increasing your understanding of D&O liability insurance for public companies and financial organisations will help you identify and recommend more comprehensive and appropriate coverage for your clients. Your understanding of the unique characteristics of D&O liability insurance for public companies will enable you to more effectively guide your clients in evaluating and purchasing D&O coverage. This module will help you explain common policy features and coverage, identify potential coverage gaps, and suggest additional types of coverage to protect individual directors and officers. If your clients are banks or financial service organisations, then this module will help you understand the unique exposures they face and the special types of coverage they may require.
    • Underwriters
      This module will help you understand the complex factors involved in underwriting D&O Policies. You will learn the importance of the application process and the factors that D&O underwriters use in selecting suitable applicants. You will also gain insight into how D&O Policies are written. Understanding the special features of D&O liability insurance for public and financial organisations will help you assure that the policies written are appropriate for your clients.
    • Claims Professionals
      This module will help you understand the complexity of D&O Policies, claims, and litigation. While D&O Policies and provisions have some common elements, they are often unique to the individual insured. This module will provide you with greater insight into D&O Policies and the complications that can arise from D&O claims, litigation, and settlements.

    The D&O liability insurance industry is a constantly changing and challenging market. This module in the PLUS Curriculum will help you to understand how these challenges can become promising opportunities for you and for your company.

  • CPLP Designation Requirement
    Recorded On: 06/24/2025

    Complete Cyber University on your own timeline!

    Did you miss the live session of Cyber University? In this on-demand version, you'll have access to the Learner Workbook, PowerPoints, and session recordings from the most recent live virtual session. By completing this course, you'll meet the Cyber University requirement for the CPLP designation. This course does not qualify for state insurance license CE/CLE credit.

    Bill Hardin

    Vice President

    Charles River Associates

    Bill has worked on over a thousand data incident/data breach cases along with numerous cases dealing with white collar crime and enterprise risk management. He has handled all types of ransomware, data extortion, business email compromise, nation state attacks, malware outbreaks, insider threats, amongst other items. Many of his cases have been mentioned in The Wall Street Journal, Financial Times, Forbes, and Krebs on Security, amongst other publications. With a background in finance, operations, and software development, he brings valuable insights to clients from multiple dimensions. 

    In addition to his forensic engagement assignments, Bill has served in numerous interim management roles for organizations experiencing disruption. He has assisted companies with various management consulting assignments pertaining to strategy, operations, and software implementations. 

    Bill is a Certified Public Accountant (CPA)/CFF, Certified Fraud Examiner (CFE), and a certified Project Management Professional (PMP). He has spoken at numerous events on cybercrime, risk management, and strategy/operations consulting. He serves on the board for Legal Prep Charter Schools and is an adjunct professor at DePaul University in Chicago. 

    Molly McGinnis Stine

    Insurance and Privacy & Cybersecurity Groups

    Troutman Pepper Locke LLP

    Molly McGinnis Stine is in Troutman Pepper Locke’s Chicago office and represents insurers and ‎reinsurers with cyber, technology, media, professional liability, D&O, and E&O policies and ‎risks.  She advises insurers developing or revising a variety of types of policy wording.  Molly ‎also has experience with more than 1,500 first-party and third-party cybersecurity and privacy ‎claims. In addition, she works with clients to create and implement programs and procedures for ‎cybersecurity and privacy risk preparedness and compliance.  Molly graduated from Macalester ‎College and the University of Michigan Law School.‎

    John E Black, Jr.

    Partner

    Skarzynski Marick & Black, LLP

    John Black is a leading insurance law attorney, with over thirty-five years of experience in insurance law and regulation. A substantial part of John’s practice focuses on information security and privacy law, media liability and e-commerce and related insurance coverages. He assists insurers in drafting and interpreting insurance policies for first-party and third-party privacy risks, technology errors and omissions and media liability, and representing insurers as coverage counsel concerning claims under these policies, including claims for data breach remediation and notification, data destruction, business interruption and civil litigation and regulatory investigations involving privacy breaches. 

    John speaks and writes frequently on legal and insurance issues concerning privacy and information security. John co-authored the chapter on information security in the Revised Internet Law for the Business Lawyer (2d ed. 2012), which was updated and re-published in RFID, Near Field Communications and Mobile Payments – A Guide for Lawyers (2013), by the ABA Business Law Section, Cyberspace Law Committee. John is co-chairman of the ABA Cyberspace Law Committee’s Cyber Insurance Sub-Committee. 

    John is often invited to speak before legal and insurance organizations including PLUS and the CPCU. John has regularly served as moderator and panelist for PLUS Cyber University, speaking on the evolution of cyber coverage and coverage for cyber risks under non-cyber lines of coverage. 

    John is a member of the Skarzynski Marick & Black LLP, in which he serves on the Executive Committee and as Chairman of the Security Committee and CISO. He is a member of the International Association of Privacy Professionals and holds a CIPP/US certification. 

    HONORS:
    Illinois Super Lawyers, 2018 - present
    Leading Lawyers in Illinois, Insurance Coverage, 2020 - present
    Best Lawyers in American, Insurance Law, 2022  

    PROFESSIONAL ASSOCIATIONS: 
    American Bar Association, Sections: Tort and Insurance Practice; Science & Technology Law; and Business Law. Business Law Section Cyberspace Law Committee, and Cyber Insurance Sub- Committee Co-Chairman 
    Professional Liability Underwriter Society (PLUS), Cyber Curriculum & Designation Sub- Committee; Midwest Chapter Steering Committee, Past Chairman
    International Association of Privacy Professionals, Certified Information Privacy Professional (CIPP/US)

    Kelly Dworniczek

    (former) Chief Underwriting Officer

    Insurance Executive

    Ms. Dworniczek began her career as a litigation and coverage attorney before transitioning to an in-house Senior Claim Counsel role in 2002. Inspired by her colleagues in actuarial and underwriting, she subsequently led large, national underwriting teams and developed a strategic focus on building and revitalizing insurance portfolios.  Ms. Dworniczek is also General Counsel for Chicago French Bulldog Rescue, a cause close to her heart.  A frequent panelist and lecturer, she is also committed to teaching and mentoring the next generation of insurance professionals.

    Peter Hedberg

    Account Executive Director

    Corvus by Travelers

    Peter Hedberg is currently Vice President of Cyber Underwriting at Corvus by Travelers, and specializes in Cyber and Tech E&O. Entrusted with leading a world-class underwriting organization, Peter leverages predictive data-driven insights to provide superior risk selection, accelerated decision-making and IT security recommendations. With over 20 years of experience in the insurance industry, Hedberg provides a well-rounded underwriting perspective on the most pressing risk management challenges and claims trends. Hedberg has led the charge in expanding Corvus’s cyber and technology operations across the U.S. since 2019. Prior to his role at Corvus, Hedberg held leadership roles at organizations like Hays Companies of Minnesota (now Brown & Brown) and Hiscox and NAS Insurance Services (now Tokio Marine HCC) in New York City. Peter is a Registered Professional Liability Underwriter (RPLU), Cyber Professional Liability Practitioner (CPLP), and is currently based in Orange County, CA after living in Washington DC most recently. 

    Shehla Qureshi

    Cyber Claims Manager

    AXA XL

    Shehla Qureshi is a Claims Manager for AXA XL’s Cyber, Technology, and Media Liability claims group. Shehla originally joined AXA XL as a Senior Claims Specialist in July 2021 before moving to her current role in December 2021. Prior to AXA XL, Shehla worked at Allianz Global Corporate & Specialty as the Cyber Claims Practice Leader handling complex cyber, technology and media matters for several years. Prior to that, Shehla worked at Allianz and Fireman’s Fund Insurance Company handling errors and omissions claims. Shehla also worked at Lancer Claims Services in California working on errors and omissions claims. Shehla obtained her J.D. from Case Western Reserve University School of Law in Cleveland, Ohio. She received her bachelor’s degree from Emory University majoring in History and Biology. Shehla is admitted to the California and West Virginia State Bar Associations. She is currently based out of AXA XL’s Atlanta office.  

    Amy Landefeld

    Senior Vice President

    Ambridge

    Currently serving as Senior Vice President of Cyber at Ambridge Group in Chicago since October 2022, Amy has built upon nearly a decade of experience in the market specializing in SME and middle market cyber, technology and MPL products. She has maintained management, product leadership and underwriting roles during her tenure. 

    David Molitano

    Senior Vice President

    Berkley Cyber Risk Solutions

    David Molitano is Senior Vice President and Affiliate Underwriting Manager for Berkley Cyber Risk Solutions, a wholly owned operating company of W.R. Berkley Corporation. He is responsible for creating, implementing, and managing cyber business within W.R. Berkley. He is based in Boston, MA.

    David has over 30 years of insurance experience with 26 of those years in Cyber, Technology, and Media underwriting. He is a frequent speaker at industry conferences and has been quoted in many articles related to cyber, technology, and media insurance.

    Prior to his current position, David was Senior Vice President at OneBeacon Technology Insurance. He has previous Underwriting and Product Management experience at XL, Beazley, Lexington Insurance, and Chubb. He has an MBA from Rensselaer Polytechnic Institute.

    David Wasson

    Senior Vice President, Professional and Cyber Risk Practice Leader

    Brown & Brown

    David Wasson is a Senior Vice President at Brown & Brown, a global insurance brokerage with $4.8B annual revenue, where he leads a team specializing in cyber risk, professional liability, and intellectual property matters. In addition to his sixteen years of experience in both brokerage and underwriting, he holds various professional designations including Registered Professional Liability Underwriter (RPLU,) Certified Information Privacy Professional / United States (CIPP/US,) and Certified Information Privacy Manager (CIPM.) David earned a Bachelor of Science in Finance from Saint Louis University, a Cyber COPE Insurance Certificate from Carnegie Mellon University, and is a Fellow of Information Privacy with the International Association of Privacy Professionals.

    Colin Battersby

    Member

    McDonald Hopkins

    Colin is a member in the McDonald Hopkins' national Data Privacy and Cybersecurity Practice Group. He is certified by the International Association of Privacy Professionals as a Certified Information Professional for the United States, which is considered the gold standard for information privacy professionals. 

    He advises clients on best practices to prevent and respond to cybersecurity concerns, including leading data breach incident response efforts in combination with forensic technical vendors and company decision-makers, provides counsel on post-breach notice obligations in accordance with state data breach notice statutes or specific contractual obligations, drafts and coordinates the delivery of required notice throughout the United States and advises on post-breach remedial measures.

    Prior to joining McDonald Hopkins, Colin was the co-founder and co-leader of the Cybersecurity and Data Privacy Service at Miller, Canfield, Paddock and Stone, P.L.C.

    Colin also represents large and small businesses across many industries in claims alleging breach of contract, tort, product liability, legal and accounting malpractice and securities violations.

    Mark A. Sadler, JD, RPLU, CPLP, CIPP/US

    Divisional Senior Vice President

    Great American Insurance Group

    Mark Sadler is a Divisional Senior Vice President in the Cyber Risk Division for the Great American Insurance Group. He is responsible for management, handling and oversight of claims that arise within Great American’s Cyber Risk Division as well as vendor management, form drafting and review and producer relations for cyber claim matters.

    Mark earned his Juris Doctor, magna cum laude, from the Mitchell Hamline School of Law where he was a member of the Hamline Law Review. He also earned a master’s in business administration from the University of Cincinnati and has attained numerous professional designations, including the CPCU, CIPP/US, CIPP/C and RPLU professional designations. Mark is admitted to practice law in the state of Minnesota.

    Evgueni Erchov

    Sr Director of Research & Threat Intel

    Cypfer

    Evgueni Erchov is the Senior Director of Research & Threat Intel, focused on leading a global team, in US, EMEA, and Asia related to emerging trends, and best practices to counter the impacts of Ransomware. Evgueni has more than 20 years of professional experience in application development, IT security, cybercrime investigations, computer forensics, cryptocurrency blockchain technology and cyber threat intelligence analysis/fusion in both federal and private sectors. 

    Chris Dilenno

    Attorney

    Mullen Coughlin LLC

    Christopher Dilenno is a Founding Partner of Mullen Coughlin, focusing his practice on assisting organizations as they respond to data privacy and security incidents. He counsels victim organizations on the applicable legal and regulatory obligations under state, federal and international data breach notification and privacy laws, as well as any contractual requirements, throughout the incident, engaging forensics experts, reporting to regulators and making other third-party notifications, responding to media and other requests, and coordinating with call center, identity protection and public relations vendors. Chris also defends client organizations against formal regulatory investigations and other third-party actions that can arise. Chris is also a member of Mullen Coughlin’s Advisory Compliance and Consulting practice, helping organizations prepare for, and hopefully avoid, a data privacy incident, by conducting Tabletop Exercises, developing Incident Response Plans and Data Privacy Policies and Procedures, assisting with Risk Assessments, Disaster Recovery planning, and Document Retention policies, among other services.

    Nadia Hoyte

    Partner, National Practice Cyber Leader

    USI

    Nadia N Hoyte is a National Cyber Practice Leader in the Executive & Professional Risk Solutions Practice. She heads USI’s Cyber Practice (AKA Cyber Federation). She serves as an in-house resource for all professional liability, technology errors and omissions, media liability, network security, and privacy related lines of coverage. In her role, Nadia is responsible for developing program strategy, building insurer relationships, and designing insurance risk transfer solutions. She also provides consultative services, training, insurance contract analysis, vendor contract analysis, placement, and policy administration.

    Nadia has over 20 years of experience in the insurance industry, with 15 specializing in Cyber and Professional Liability exposures.

    Prior to joining USI, Nadia was the Cyber Practice Leader at a small wholesale brokerage firm. Here she focused on delivering targeted Cyber Insurance solutions designed to enhance insurance agency portfolios.

    Prior to that, Nadia was a Senior Vice President at Willis Towers Watson. While at Willis, she was skilled at understanding clients’ unique needs, tolerance for risk, distilling complex information for laypeople and delivering bespoke insurance solutions.

    Nadia started her career at Marsh USA, where she served in many capacities. At Marsh USA, Nadia was a specialty broker who concentrated on creating and delivering solutions for convergent risks. And most importantly finding homes for hard-to-place specialty risks.


    Annmarie Giblin

    Partner

    Norton Rose Fulbright

    Annmarie helps clients navigate the legal complexities surrounding cybersecurity, privacy and data management with a focus on data governance, maintenance, cybersecurity planning and policies, privacy concerns and strategies, emerging technologies, and related compliance programs. Her practice is data-centric and anchored by her proactive cybersecurity approach, which holistically prepares for a data security incident and related response/compliance issues before it occurs, and includes all related legal concerns that affect data, including data governance, privacy legal issues and compliance, and the collection, use, sharing and transfer of data. Annmarie brings a unique perspective to every engagement, shaped by her over 16 years of legal experience, including time as the global cyber attorney for a large multi-national company and running her own cybersecurity and privacy boutique law firm. This background has prepared Annmarie to be a nimble and adaptable legal advisor, and she is especially skilled at monitoring and preparing for rapid changes in the law, allowing her to anticipate legal trends and new laws well before they are set into practice.

    John Butler

    Cyber and Tech E&O Product Leader

    E-Risk Services LLC - A Nationwide Company

    John’s current role at CNA leads and directs an underwriting group and is accountable for business results through overall management, profitability, and business development of our Cyber and E&O market segments.

    John has worked in the insurance industry for 20 years in various underwriting and leadership roles. As >span class="TextRun SCXP251309195 BCX8" xml:lang="EN-US" lang="EN-US">product, John’s development and growth has lead him in collaborating on past initiatives regarding emerging technology and the impact this has on the insurance marketplace.

    John has received two insurance designations, RPLU+ and CPLP, from the Professional Liability Underwriting Society. He earned a bachelor's degree from Illinois State University and Masters of Business Administration from Keller Graduate School of Management.

    John is involved with the Professional Liability Underwriting Society as a Cyber Trend Advisor and sits on the CPLP committee, which is responsible for on-demand learning products in the CPLP designation program and future content for PLUS members.

  • ExecPLP Designation Requirement

    Complete D&O University on your own timeline!

    Did you miss the live session of D&O University? In this on-demand version, you'll have access to the Learner Workbook, PowerPoints, and session recordings from the most recent live virtual session. By completing this course, you'll meet the D&O University requirement for the ExecPLP designation. This course does not qualify for state insurance license CE/CLE credit.

    Leor Kaplan

    Managing Director & Counsel

    Travelers

    Leor Kaplan is an attorney with extensive experience providing technical guidance and leadership across multiple product lines. As the Management Liability and Fiduciary Product Officer with Zurich, Leor is responsible for the development and implementation of profitable growth strategies for Financial Lines products. Prior to joining Zurich, Leor was responsible for leading claims teams at a global insurer.   

    Ruth Kochenderfer

    D&O Product Leader

    Marsh

    Current Responsibilities 
    Ruth Kochenderfer is Marsh’s D&O Product Leader and a broker for Marsh's FINPRO (Financial and Professional lines) practice in Washington, DC. As a broker, she advises clients on the evaluation and design of risk transfer solutions that address financial and professional exposures, including directors and officers liability, errors and omissions, cyber security and privacy liability, employment practices liability, fidelity (crime), employed lawyers liability, and fiduciary liability. Ruth’s clients include publicly traded, as well as private, US and multinational clients in various industries.  

    Experience 
    Prior to joining Marsh in 2014, Ruth practiced law for more than 17 years as an insurance coverage litigator.  Immediately prior to joining Marsh, Ruth was a partner in the insurance coverage litigation group at Steptoe & Johnson in DC.  She advised insurance companies on a wide array of issues arising under professional liability, errors and omissions, and commercial general liability policies.  She has extensive experience in evaluating and resolving claims.  She has represented insurers in complex insurance coverage litigation throughout the US.  

    Ms. Kochenderfer frequently speaks on a wide array of insurance subjects.  She has served as a chair of the American Bar Association’s Women of Insurance Network Conference, as a vice co-chair of the American Bar Association's Insurance Coverage Litigation Committee, and served a clerkship with the Texas Court of Criminal Appeals.  

    LinkedIn: Ruth Kochenderfer

    Tom Judge

    Member

    Dykema Gossett PLLC

    Overview
    Tom Judge serves many roles for the insurance carriers he represents a best-in-class courtroom advocate, seasoned risk assessor, and shrewd negotiator. He advises on various lines, but the cases on his desk are typically professional liability matters involving complex insurance coverage and bad faith actions, each with millions of dollars of potential exposure.

    These often complex disputes include claims demanding millions of dollars against corporate officers and directors, financial institutions, investment advisors, hedge funds, healthcare companies, information technology providers, accountants, insurance brokers, real estate agents, and other attorneys. The professional liability allegations against them are highly sensitive, requiring Tom's careful analysis and planning to achieve the best possible outcomes.

    The leader of Dykema's professional liability practice, and the co­ director of Dykema's insurance industry group, Tom has represented insurers for nearly 30 years. Clients quoted in Chambers USA 2022 note, "Thomas is extremely detail-oriented and leaves no stone unturned. He has a strong ability to break down complex issues and is one of my go-to attorneys when expecting tough negotiations."

    He approaches every case with determined, strong-willed advocacy, whether he is leading the insurance company's defense or formulating a strategy with other law firms.
    His analyses are comprehensive and results-oriented, from detailed coverage opinions to meticulously crafted pleadings, briefs, and mediation statements.

    In the courtroom or working behind the scenes, Tom is precise and direct yet polite; he states the client's position articulately, asks poignant questions, and argues his points persuasively. Because of Tom's accomplishments and reputation for professionalism, Chambers USA: America's Leading Lawyers for Business and other rankings list him among the top litigators in his field.


    Kathryn Walker

    Vice President, Bond & Specialty Insurance, Claim

    Travelers

    Kathryn Walker started with St. Paul Companies in 1999 in the Professional Errors & Omissions claim unit. She is currently Vice President of Bond & Specialty Insurance Claim at Travelers, and she is responsible for E&O, D&O, EPL, Transactional Liability and Fiduciary Liability claims for public companies and financial institutions.

    Kathryn attended Northwestern University in Evanston, Illinois, and the University of Minnesota Law School. She was a litigation partner at the law firm of Popham Haik Schnobrich & Kaufman, and also worked at the firm of Zelle & Larson, both located in Minneapolis, MN. In private practice, Kathryn focused on business litigation and defended securities fraud class actions and other business-related disputes. She has tried numerous cases, including jury and court trials.

    Kelly Dworniczek

    (former) Chief Underwriting Officer

    Insurance Executive

    Ms. Dworniczek began her career as a litigation and coverage attorney before transitioning to an in-house Senior Claim Counsel role in 2002. Inspired by her colleagues in actuarial and underwriting, she subsequently led large, national underwriting teams and developed a strategic focus on building and revitalizing insurance portfolios.  Ms. Dworniczek is also General Counsel for Chicago French Bulldog Rescue, a cause close to her heart.  A frequent panelist and lecturer, she is also committed to teaching and mentoring the next generation of insurance professionals.

    Jan Tourangeau

    Vice President

    Westfield Specialty

    Jan Tourangeau is an accomplished insurance professional with over 15 years of experience in management liability underwriting, and risk management. In her current role as Vice President at Westfield Specialty, Jan plays a key role in supporting the development and execution of underwriting strategies aimed at driving profitability and growth.

    Prior to Westfield, Jan served as Senior Vice President at Platinum Management Liability, where she was instrumental in launching a new MGA facility, shaping underwriting strategies, and building a robust operational framework.

    Earlier, as Vice President at Axis Insurance, Jan was deeply involved in underwriting and business development across a variety of commercial insurance lines, consistently contributing to business growth and profitability.

    Justin Kudler

    Senior Vice President and Senior Claims Counsel

    ARC Excess & Surplus, LLC

    Justin Kudler is Vice President and Senior Claims Counsel in the Claims Advocacy Group at ARC Excess & Surplus, LLC.  Before joining ARC, Justin worked at AXA XL in Hartford, where he handled D&O, E&O, EPL, and other professional liability claims. 

    He served as a Co-Chair of the PLUS D&O Symposium from 2020 to 2022 and is a Hartford PLUS Chapter Steering Committee Member, serving as Chair in 2020.  Justin has published articles on D&O insurance issues, the Private Securities Litigation Reform Act of 1995, and other securities and class action issues.  He also has spoken at industry conferences on topics including claim handling, claim trends, insurance for financial institutions, insurance for agents and brokers, and sub-prime litigation.  In private law practice, Justin represented defendants and plaintiffs in securities and consumer class actions, as well as individuals in SEC investigations. 

    Justin is a graduate of Harvard University, receiving his undergraduate degree cum laude in Government, and the University of Virginia School of Law, serving as Executive Editor of the Virginia Journal of Law and Technology. 

    Ron Goldstein

    Managing Director

    Aon

    Ron is a managing director with the Legal and Claims practice group of Aon Financial Services (FSG). In this role, Ron works closely with brokers, clients and insurers on issues involving corporate directors and officers' liability, employment practices, fiduciary, errors and omissions, cyber, fidelity, and other executive and professional liability insurance products. Prior to joining Aon, Ron was vice president and global claims manager leading the unit at Hartford Financial Products responsible for handling all financial products and professional liability claims for The Hartford. Prior to joining The Hartford, Ron was vice president, and specialty claims manager at the Chubb Group of Insurance Companies leading the department handling financial and professional lines claims within the New York, New England and mid-Atlantic region. Ron began his career in private practice in New York City where he represented various insurers in connection with director and officer and other professional liability claims.

    Ron is an active member of the Professional Liability Underwriting Society where he had been a chair of the content committee for the PLUS International Conference, a committee member and an instructor for the PLUS University program. Ron is also a member of the executive council, a faculty member and Dean of the School of Professional Lines for the Claims and Litigation Management Alliance where he is active in developing educational programs for insurance professionals, including risk managers and other members of the insurance industry.

    Marissa Streckfus

    Vice President- Claims Manager

    RT Specialty

    Marissa Streckfus, Vice President and Claims Manager for RT ProExec, began her career as a claims specialist at Chubb. Marissa joined RT ProExec in 2017.  For close to 10 years prior, Marissa adjusted claims for Directors & Officers, Employment Practices, Fiduciary, Cyber and other Professional Errors and Omissions Liability policies. While employed with Chubb, Marissa attended the University of Connecticut School of Law and graduated in 2015. Marissa is a member of the Connecticut Bar Association. 

    Sarah Abrams

    Head of Claims

    Baleen Specialty

    Sarah Abrams is the Head of Claims at Baleen Specialty, a division of Bowhead Specialty.  Baleen Specialty underwrites wholesale and surplus lines insurance policies; leveraging proprietary digital underwriting and claims platforms.  Prior to joining Baleen, Sarah was Head of Professional Liability Claims at Bowhead Specialty and was responsible for developing the guidelines and architecture of the department responsible for all D&O, E&O and Cyber claims. 
     
    Sarah began her career as a litigator, working for a variety of insurers, reinsurers and TPAs as defense and coverage counsel immediately following her graduation from Chicago Kent College of law.  Within in five years of law firm private practice she was recruited to join Markel as a Professional Liability Claims examiner.  At the end of her decade tenure with Markel, Sarah was a Director of Management Liability, overseeing people managers of public, private company and financial institution teams.  

    Sarah earned her liberal arts degree, major in Psychology from Duke University in North Carolina. She has been a keynote speaker and spoken on numerous industry panels.  Sarah has been published in a variety industry periodicals and publications including Law360, CLM Magazine, the PLUS Blog and the D&O Diary.

     

    Peter Evans

    Senior Vice President, Senior Claims Advocate

    Marsh

    Peter is a Senior Vice President and Senior Claims Advocate on Marsh’s FINPRO team. He is based in Chicago, Illinois. Prior to joining Marsh, Peter spent several years working on the carrier side managing Directors & Officers and Financial Institution claims. He began his career as an attorney in private practice in Chicago litigating a wide variety of matters, including those involving business and shareholder disputes, insurance coverage, professional liability, and general liability.

    Peter graduated from Vanderbilt Law School in Nashville, Tennessee. He earned a Bachelor’s in Business from Purdue University in West Lafayette, Indiana. Peter regularly writes and presents on matters such as insurance coverage, securities regulation, and professional liability.

  • BLOG VIDEO SERIES

    This video series on ERISA Fiduciary Law highlights current ERISA issues in the Courts, Congress, or at the DOL. The Courts have been flooded with complex ERISA cases and resolutions to some involved large settlements. Congress continues to pass legislation affecting employee benefit plans requiring plan sponsors to act. And the DOL has certain enforcement and regulatory initiatives in the pipeline. Jose M. Jara, counsel at Fox Rothschild, LLP, will guide you on ERISA topics by discussing in depth with special guests from the insurance industry to provide their insights for mitigating risks.

    This video series on ERISA Fiduciary Law highlights current ERISA issues in the Courts, Congress, or at the DOL. The Courts have been flooded with complex ERISA cases and resolutions to some involved large settlements.  Congress continues to pass legislation affecting employee benefit plans requiring plan sponsors to act.  And the DOL has certain enforcement and regulatory initiatives in the pipeline.  Jose M. Jara, counsel at Fox Rothschild, LLP, will guide you on ERISA topics by discussing in depth with special guests from the insurance industry to provide their insights for mitigating risks.

  • This module will provide you with improved knowledge of the fundamental insurance concepts needed for the study of professional liability insurance (PLI), greater insight into insurance company profitability, an understanding of the markets and regulatory environment in which PLI is bought and sold, and a basic understanding of the concepts and legal basis of liability.

    Fundamentals of Liability Insurance covers the fundamentals of liability insurance, including risk management, loss exposures and the role of insurance in risk financing are addressed in this module. Basic concepts of insurance, such as indemnification, risk exposures, insurable risk, claims, underwriting, and “book of business” are defined. The material explains many different types of insurance professionals involved in the process, including agents, brokers, claims professionals, underwriters, and others. The legal principles which underlie the concept of liability are discussed as they relate to general liability and specific considerations of professional liability exposures. This module also touches on regulation of insurance and the role of excess & surplus lines companies in the marketplace.