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  • Self-Reporting Credit Eligible

    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

  • Self-Reporting Credit Eligible

    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 Law 

    Affiliations 
    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 coverage

    Meredith 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, NYDuring 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

  • 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.

  • On-Demand
    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.

  • 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.

  • CORE MODULE

    To understand and appreciate the complexities of professional liability insurance, it helps to first understand some basic principles of general liability insurance. In this module, you will examine the relationship between risk and insurance, the risk management process, and the roles and responsibilities of insurance professionals, the regulated market, and unique characteristics of insurance contracts. In this module you will gain a greater understanding of what the potential exposures are for this line of business and how it relates to professional liability exposures and coverage.

    This module discusses the fundamental concepts & principles of CGL, including how and why it was developed, and the differences between the various types of coverage triggers. It lays out the various policy components and explains how they may be combined, through a modular approach, to provide coverage in difference combinations. The module discusses the purpose and features of excess and umbrella coverage and how they relate to the underlying insurance that an entity purchases. The various coverages – Bodily Injury & Property Damage, Personal & Advertising Injury, Medical Payments and Supplemental Payments are explained. It also addresses who is covered – Insureds and Additional Insureds – and the Limits, Conditions, and Definitions sections of the policy. The module explores the relationship between the limits of liability on excess/umbrella policies and the underlying coverages, insuring agreements, and Insureds under excess/umbrella policies. The module concludes with a discussion of special forms of coverage and how CGL relates to the PLI and excess/umbrella coverages in a portfolio of coverages for a client.

  • CE-ELIGIBLE CORE MODULE

    To understand and appreciate the complexities of professional liability insurance, it helps to first understand some basic principles of general liability insurance. In this module, you will examine the relationship between risk and insurance, the risk management process, and the roles and responsibilities of insurance professionals, the regulated market, and unique characteristics of insurance contracts. In this module you will gain a greater understanding of what the potential exposures are for this line of business and how it relates to professional liability exposures and coverage.

    This module discusses the fundamental concepts & principles of CGL, including how and why it was developed, and the differences between the various types of coverage triggers. It lays out the various policy components and explains how they may be combined, through a modular approach, to provide coverage in difference combinations. The module discusses the purpose and features of excess and umbrella coverage and how they relate to the underlying insurance that an entity purchases. The various coverages – Bodily Injury & Property Damage, Personal & Advertising Injury, Medical Payments and Supplemental Payments are explained. It also addresses who is covered – Insureds and Additional Insureds – and the Limits, Conditions, and Definitions sections of the policy. The module explores the relationship between the limits of liability on excess/umbrella policies and the underlying coverages, insuring agreements, and Insureds under excess/umbrella policies. The module concludes with a discussion of special forms of coverage and how CGL relates to the PLI and excess/umbrella coverages in a portfolio of coverages for a client.

    PLEASE NOTE: This course is CE-Eligible. You'll be required to complete the course online, as well as the cumulative exam separately in a proctored setting with our testing partner, Prometric. If you don't need Continuing Education (CE) credit for a state/province insurance license, please choose the Non-CE Eligible version of this course.