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Earn 5 self-reporting credits for your CPLP designation
This on-demand course includes access to session recordings from the 2024 PLUS Cyber Symposium, which was held in-person on February 14 - 15 in New York.
Please note: On-demand recordings are not eligible for CE/CLE credit but do satisfy the self-reporting credit requirement for those who have a CPLP designation. There were no PowerPoints or other handout materials provided for this Symposium.
Joe DePaul
CRO/COO/Co-Founder
IronGate Cyber Security LLC
Tim Francis
Enterprise Cyber Lead
Travelers
Petra Strojilova, MBA
Deputy Head of NA - FINEX Cyber
WTW
DJ Ruhlman
Senior Vice President
RT Specialty
Brad Gow
Insurance Innovation
Sompo Digital Labs
Mike Markowski
Senior Vice President
Renaissance Re
Juliet White
Senior Vice President, Head of Cyber and E&O
Vantage
Kelly Castriotta
Global Executive Underwriting Officer, Cyber
Markel
Global Cyber Underwriting Executive, Kelly Castriotta, leads the global underwriting strategy for cyber risk impacting all lines of business at Markel (NYSE:MKL). As a recognized industry leader, Kelly won the Business Insurance 2020 Breakout Award. She served as Editor-in-Chief of the Journal of High Technology Law and has been quoted in the New York Times and Reuters. She attended Boston College for her B.A. and M.A. and Suffolk University Law School for her J.D.. Kelly is a founding member of Chief and resides in Chicago with her husband.
Tamara Snowden, Esq., CIPP/US
Cyber Coverage Leader, US and Canada
Marsh
Garrett Droege, CPCU, CIC
Director of Innovation + Digital Risk Practice Leader
IMA Financial Group
Jacob Ingerslev
Senior Vice President Underwriting, Cyber & Tech
Tokio Marine HCC
Jeff Kulikowski
Executive Vice President- Cyber/E&O
Westfield Specialty
Jeff Kulikowski is Executive Vice President of Westfield Pro managing their Cyber/E&O Underwriting platform, and brings over 20 years of insurance related product, underwriting, and management experience to Westfield Specialty. Most recently he was Senior Vice President (SVP) of Commercial E&O/Cyber at Sompo International where he led the buildout and scale-up of their US Cyber and Professional Liability Underwriting platform. Prior to that, Jeff was SVP and National Account Manager for Axis Capital. Jeff has also held a variety of positions at American International Group and CNA.
Erica Davis
Global Co-Head of Cyber
GuyCarpenter
Erica Davis is Managing Director and Global Co-Head of Cyber at Guy Carpenter. Erica joined the Guy Carpenter team through the 2019 Marsh and McLennan acquisition of JLT Group, where she led the Cyber and E&O practice for JLT Re in North America. Erica serves clients by utilizing years of cyber, professional and multi-line underwriting expertise to design new products for emerging affirmative and non-affirmative cyber risks. Erica joined JLT Re from Zurich, where she was senior vice president and Head of Cyber & Professional Liability for Zurich North America. Erica had national oversight of the Professional Liability, Security & Privacy and Employed Lawyers lines of business, with a specialization and thought leadership position in network security and privacy risk transfer solutions. Erica is a key contributor to the public sector dialogue around cyber insurance and has provided testimony to the House Small Business Committee as an expert witness in cyber security insurance. As a prominent leader in understanding cyber risk at an enterprise level, she has presented at the National Institute of Standards and Technology and has contributed to several publications, events, articles and interviews in the industry.
Mark Camillo
Chief Executive Officer
Cyber Acuview, LLC
Garin Pace
Global Cyber Technical Leader
AIG
Matt Prevost
Chief Underwriting Officer, Cyber
Chubb
Dani Tobler
Head Cyber
Swiss Re
Neel Desai
Vice President, Cyber Practice Team Leader
Lockton Companies
Kevin E. Dolan, Esq.
Partner & Co-Chair, Advisory Compliance
Mullen Coughlin LLC
R.S. Richard, Jr., CISM, CCISO
Chief of Cybersecurity
Cybersecurity & Infrastructure Security Agency (CISA)
David Shluger
Head of Cyber Risk Advisory
AXIS Capital
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Earn 8 self-reporting credits for your ExecPLP designation
This on-demand course includes access to session recordings from the 2024 PLUS D&O Symposium, which was held in-person on February 14 - 15 in New York.
Please note: On-demand recordings are not eligible for CE/CLE credit but do satisfy the self-reporting credit requirement for those who have a ExecPLP designation.
Jennifer Thorpe
Chief Client Officer
Aon
Heather Marino
Underwriting Manager, Financial Lines
WRB Underwriting
Heather is currently the Underwriting Manager of the Financial Lines team at W/R/B Underwriting. She joined in November 2014 as a Financial Lines Underwriter and was previously a Regional Underwriting Manager with Berkley Professional Liability in New York. She has been with the WR Berkley Corporation since 2008. Heather began her career in 2006 with American International Group in New York. She holds a Bachelor of Science degree from Boston University.
Brian Mastellone
Head of Management Liability- Public
Zurich North America
Craig Hieserich
Vice President, Professional Lines -Bermuda
Allied World
Macy Steers
Vice President
CNA Insurance
Kyle LaBarre
Co-Director of P/C Research & Partner
Dowling & Partners Securities, LLC
Andrea Lieberman
Managing Director, U.S. Financial Services Claims Leader
Lockton Companies
Kristen Roger, RPLU
Financial Institutions Business Unit Head
Travelers
Nirali V. Shah, Esq.
Head of US D&O
McGill and Partners
Kimberly Melvin, Esq.
Co-Chair Insurance Practice
Wiley Rein LLP
Kimberly M. Melvin is a partner in the Washington, D.C. law firm of Wiley Rein LLP, where she is a co-chair of the firm’s insurance practice. Ms. Melvin is also member of the PLUS Board of Trustees. She regularly counsels professional liability carriers on both coverage and underlying liability issues and has particular expertise in D&O and fiduciary liability insurance, insurance bankruptcy issues and the mediation of large, complex professional liability claims. Ms. Melvin has been listed by Chambers USA as one of "America's Leading Lawyers for Business" in Insurance since 2018. In 2013, Ms. Melvin was named to Business Insurance magazine's list of "Women to Watch."
Jon Janes
Senior Vice President & Partner
Woodruff Sawyer
Eric Senatore
Executive Vice President, Head of Commercial Management Liability
Sompo International
Keith M. Lavigne, CPA
Chief Underwriting Officer
Euclid Fiduciary Insurance Services
Robert D. Crocitto, Jr.
Senior Vice President
RT Specialty
Keith Freid
PNP Product Officer
Berkshire Hathaway Specialty Insurance
Kristen K. Slawson
SVP - Growth & Middle Market
Arch Insurance Group, Inc.
Jack Flug
Managing Director, Head of U.S. FINPRO Claims
Marsh
Current Responsibilities
Jack Flug is a veteran of the insurance industry with over 30 years of experience. As head of U.S. FINPRO claims, he advises and negotiates complex claim workouts on a broad range of Financial and Professional Liability lines, consulting with clients and colleagues around settlement strategies as well as coverage considerations attendant to transactional exposures. Jack’s longstanding relationships at the most senior level in the insurance marketplace, both on the underwriting and claims sides, enable him to provide valuable insight as to how disputes around coverage should be resolved. In addition, Jack leads our U.S. professions practice, providing consultation on placement strategy, construction of tailored endorsement language, and negotiations with senior underwriters and coverage counsel on behalf of our clients.Experience
Jack returned to Marsh in November 2008. He began his career in the claims department of American International Group (AIG) in 1985, and held several senior positions there in both underwriting and claims capacities. His career in the insurance brokerage arena has included four years as a managing director for Beecher Carlson and a previous tenure at Marsh, during which he led the New York operation and helped to pioneer the field of claims advocacy on such coverage lines as directors and officers liability, employment practices liability, ERISA/fiduciary liability, all forms of professional liability, crime/fidelity, and special risk.Education
BA in sociology, Queens College
JD, Touro College School of LawAffiliations
Frequent speaker at continuing education programs and other professional gatherings on topics of concern to the risk management community
Author or co-author of numerous articles on insurance coverageMeredith Frick
Senior Director, Risk Management
Marsh McLennan
Claudia Levitas, Esq.
Associate General Counsel
Roark Capital Group
Marc Salm
Vice President, Risk Management
PUBLIX Super Markets
Justin Kudler
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.
Rita Perez
Head of Financial Lines Claims, North America
AIG
Noah J. Phillips, Esq.
Partner
Cravath, Swaine & Moore LLP
Kristy Littman
Partner
Willkie Farr & Gallagher LLP
Kieran Hughes
Executive Vice President & Senior Claims Counsel
McGriff
Giovanna A. Ferrari
Partner
Seyforth Shaw LLP
Dereick Wood
Senior Vice President - National Claims Services & Client Engagement Leader
Newfront Insurance (formerly ABD)
Kim Yapchai
Board Member
DirectWomen
Meredith Werner, Esq.
Partner
Werner Ahari Mangel LLP
Koji Fukumura, Esq.
Partner
Cooley LLP
Jennifer Jacobson
Head of North America Professional Liability Claims
AXIS Capital
Jen is a Senior Vice President at CAC Specialty and serves as a claims advocate within its Legal and Claims Practice. With almost two decades of experience, Jen is a valued member of her team, focusing on complex insurance claims in the management, professional and transactional liability space, including directors and officers, errors and omissions, mergers & acquisitions, fiduciary liability, and employment practices liability.
Prior to joining CAC Specialty, Jen worked as Senior Claim Counsel within the Financial Institutions group at CNA Financial Corporation and as a Claims Consultant in the Commercial Directors & Officers group at The Hartford, both in New York, NY. During her time with those insurers, Jen handled claims through their full life cycles, analyzed insurance coverage under multiple types of insurance policies, negotiated complex multimillion dollar settlements, and collaborated with underwriters and business partners on risk analysis and policy wording. Jen also has significant experience as external and in-house counsel for several companies where she managed litigation and corporate work, as well insurance placement and risk management.
Jen received her B.A. in Law and Society and a minor in Political Science from American University in Washington, D.C. She moved on to receive her J.D., cum laude, from New York Law School in 2004. Jen is admitted to practice law in New York, Connecticut, and Tennessee.
Darren J. Robbins
Partner
Robbins Geller Rudman & Dowd LLP
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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).
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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.
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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.
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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.
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- Agents/Brokers
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Recorded On: 09/17/2024
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.
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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.
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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.
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CORE MODULE
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.
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