women leaders in insurance defense, claims and compliance

American Conference Institute’s Networking & Leadership Forum for

WOMEN LEADERS IN INSURANCE DEFENSE, CLAIMS AND COMPLIANCE

Promoting Diversity and Increasing the Prominence of Women in the Insurance Legal Community through Substantive Legal Discussion, Professional Development and Woman-to-Woman Networking July 31, 2015 • Workshop: July 30, 2015 • The Carlton Hotel • New York, NY

Earn

CLE ETHICS Credits

Network and Benchmark with Insurance Industry Leaders Including: Lisa Brenner Senior Claims Counsel XL Insurance America, Inc. (Hartford, CT)

Michelle Klein Vice President, Chief Claims Officer Berkley Professional Liability (New York, NY)

Alyssa Nobile Pianelli, Esq. Specialty Lines Claims Beazley Group (Farmington, CT)

Alexia Cruz Vice President, Claim General Liability Travelers (Hartford, CT)

Megan Kriegstein, Esq. Director, Strategic Claims Unit (Healthcare Claims) CNA (New York, NY)

Caryn Silverman, Esq. Senior Vice President, Claims Counsel Endurance Services Ltd (Purchase, NY)

Elisabeth Ditomassi Co-General Counsel and Head of US Compliance Beazley Group (Boston, MA)

Colleen McNicholas Director – Professional Programs Claims Zurich American Insurance Company (New York, NY)

Ivy S. Fischer General Counsel Hub International Northeast Limited (New York, NY)

Carol Ann O’Dea Executive Vice President, Chief Claims Officer Axis Re (New York, NY)

Wendy Katherine Von Wald, Esq. Vice President, Global Fiduciary Liability Product Manager Chubb Group of Insurance Companies (Englewood, CO)

Tracie Grella Global Head of Professional Liability AIG (New York, NY)

Jennifer L. Odrobina, Esq., ARM Senior Claims Examiner, Executive Assurance Claims Arch Insurance Company (Jersey City, NJ)

Marchelle M. Houston Senior Vice President, Claim Bond & Specialty Insurance Travelers (Hartford, CT)

Diane M. Parker, Esq. Vice President, North American Claims Group Allied World Insurance Co. (Addison, TX)

Keynote Address: Reaching the Top ~ Successful Strategies for Becoming a Leader in the Insurance Industry

Honorable Faith S. Hochberg United States District Judge (ret.) U.S. District Court for the District of New Jersey Spotlight on Women Power Players in Government and on the Bench: Shaping the Future of the Insurance Industry Law in the Government

Barbara Richardson, MBA, JD Director NH Insurance Department (Concord, NH) The Honorable Ann A. Scott Timmer Arizona Supreme Court (Phoenix, AZ)

Carol A.N. Zacharias Executive Vice President & Deputy General Counsel Ace North America (New York, NY)

At this event, a stellar array of General Counsel, Claims and Compliance professionals, Government Representatives, Jurists and Top Attorneys unite to discuss the challenges and opportunities facing women in the insurance industry and provide the skills necessary for success and advancement in this space, including: • A practical guide and perspective by claims executives on building relationships with outside counsel and gaining a coveted spot on the Approved Panel Lists • Issue spotting: Updates on the substantive legal developments such as data breach and cybersecurity, corporate governance, state based licensing and global pursuits, this year’s biggest cases, and many more • Relationship Building & Networking: An interactive discussion with takeaways on key networking skills that serve aspiring leaders, trends in mentoring and sponsorship, and taking advantage of social media and “virtual networking” opportunities • Defining success for yourself and making the most out of both life and career in the increasingly hectic insurance industry

Enhance your conference experience in Two ways: Lunch and Expert Networking Roundtables: Benchmark with those in your specific industry (included in your registration) Pre-Conference Interactive Workshop: “I Wish Someone Had Told Me”: Advice from the GC’s Office and Insurance Industry Leaders on Embracing Influence and Power and Running a Successful Department

Register Now | 888-224-2480 | www.AmericanConference.com/WMInsurance

“Only 6% of top executive positions across the insurance industry are held by women, and only 12.6% of board seats belong to women, according to the research.”* Based on industry demand, ACI is pleased to present its inaugural Networking & Leadership Forum for Women Leaders in Insurance Defense, Claims and Compliance, a conference aimed at facilitating high-level discussion of substantive challenges, and opportunities facing like-minded women in the insurance industry while promoting woman-to-woman networking. Tailored to empower women and furnish them with the skills necessary for success in this arena, while providing a unique opportunity to network and engage in candid discussions with leaders such as government regulators, jurists and a stellar array of general counsel, claims and compliance professionals, from Ace North America, AIG, Allied World Insurance Co., Arch Insurance Company, Axis Re, Beazley Group, Berkley, Chubb, CNA, Endurance Services Ltd, Hub International Northeast Ltd., Travelers , XL Insurance America, Inc., Zurich and many more… Be part of a supportive community of women in the insurance claims and legal space, and build enduring relationships and connections with peers facing the same professional challenges and opportunities. Despite a myriad of diversity initiatives and a marked increase of women in leadership roles in other industries, the world of insurance has some catching up to do. It is time to address the elephant in the room and have a candid conversation about why so many women in the insurance industry still feel that they need to work harder than their male counterparts to obtain real positions of power. Why are there so many women working in the insurance industry, even several in management, however, so few in the C-Suite? While there are no easy answers to these and other questions, this conference will facilitate mentorship opportunities, new connections and provide a forum for open and forthright discussion of gender stereotypes and other implicit obstacles to advancement, with practical guidance and takeaways regarding what has worked for other similarly situated female professionals when faced with gender-specific challenges. Featuring an unparalleled faculty of General Counsel, government representatives, and female executives in both claims and compliance, topics of discussion will include: »» Insights from GC’s and executives who have broken through the glass ceiling and embraced influence and power »» Issue spotting: updates on the substantive legal developments affecting insurance companies in 2015 and beyond »» Cultivating natural leadership traits: giving female attorneys, claims and compliance professionals the communication skills necessary for success and continued advancement »» Advancing the insurance industry: What we can do to overcome implicit gender bias and create and sustain a robust network »» Defining for yourself and making the most out of both life and career in the increasingly hectic insurance industry where the lines between personal and business time have become blurred We hope you will join us for the program designed to update women on the salient legal developments affecting the insurance community as a whole and most importantly to build enduring relationships and connections with peers facing the same professional challenges. Register today by calling 888-224-2480, faxing your form to 877-927-1563 or online at www.americanconference.com/WMinsurance. I look forward to discussing these challenges and proactive steps towards change with you. Kind regards,

Rachel A. Long Rachel A. Long, Esq. Conference Director

* Wojcik, Joanne “Women have made gains in the insurance industry, but challenges remain” Dec. 2013, BusinessInsurance.com.

WHO YOU WILL MEET

CONTINUING LEGAL EDUCATION CREDITS

✓✓ Counsel, claims and compliance professionals in various areas of insurance, including: •

P&C

•

Reinsurance

•

D&O

•

E&O

•

Professional Liability

•

Life Insurance

•

Regulatory and Compliance services Join the Conversation

Accreditation will be sought in those jurisdictions requested by the registrants which have continuing education requirements. This course is identified as nontransitional for the purposes of CLE accreditation. ACI certifies that the activity has been approved for CLE credit by the New York State Continuing Legal Education Board. ACI certifies that this activity has been approved for CLE credit by the State Bar of California. You are required to bring your state bar number to complete the appropriate state forms during the conference. CLE credits are processed in 4-8 weeks after a conference is held. ACI has a dedicated team which processes requests for state approval. Please note that event accreditation varies by state and ACI will make every effort to process your request. Questions about CLE credits for your state? Visit our online CLE Help Center at www. americanconference.com/CLE CLE Credits

ACI: Reinsurance/Insurance

@Insurance_ACI / #womeninsurance

THURSDAY, JULY 30, 2015 | PRE-CONFERENCE WORKSHOP 1:30 – 4:30 pm (Registration begins at 1:00 pm) “I Wish Someone Had Told Me”: Advice from the GC’s Office and Insurance Industry Leaders on Embracing Influence and Power and Running a Successful Department Heather R. Boshak Partner Fox Rothschild LLP (Roseland, NJ) Sasha A. Carbone Associate General Counsel American Arbitration Association (New York, NY)

Michelle Skipper Vice President American Arbitration Association (Charlotte, NC) Amy Bach Executive Director United Policyholders (San Francisco, CA)

Designed to provide mentoring to the next generation in the insurance defense, claims and compliance community, this intimate networking group will provide guidance for attorneys, claims and compliance professionals at all stages in their career on advancing within the ranks of the insurance industry and navigating any challenges along the way, while creating a “power circle” of women leaders. Our panel of leaders will discuss their career path and road to the GC and VP’s Office, advice for shattering the glass ceiling, skills necessary to thrive at the executive level, what they are looking for in relationships with outside counsel, and the challenges of balancing management of a successful team with those of a robust and full personal life.

This session will also focus on opportunities for women in the ADR field by addressing qualifications for arbitrators and mediators, what parties and counsel are looking for when selecting arbitrators and mediators, and how to gain a foothold in the ADR field. Additionally, panelists will address why diversity in ADR matters, and what steps can be taken by law firms, in-house and outside counsel, and ADR administrators to achieve greater gender diversity in the ADR field. This is a great opportunity to learn from and network with the women driving change and delivering results in the male-dominated insurance industry.

FRIDAY, JULY 31, 2015 7:15

Registration and Continental Breakfast

8:00

Co-Chairs’ Opening Remarks

o Practical means to overcoming historic gender obstacles • Being Part of the Solution: How to encourage your organization to promote diversity and be proactive in broadening opportunities for women o Practical steps that are proactive without the perception of seeking an exception o Spa v. Golf: Encouraging co-ed networking opportunities and company events

Wendy Katherine Von Wald, Esq. Vice President, Global Fiduciary Liability Product Manager Chubb Group of Insurance Companies (Englewood, CO) Cheryl Vollweiler, Esq. Partner Traub Lieberman Straus & Shrewsberry, LLP (Hawthorne, NY) President of APIW 8:15

8:45

Keynote Address: Reaching the Top ~ Successful Strategies for Becoming a Leader in the Insurance Industry

• Stereotypes: Do we as women sometimes foster the very perceptions that hinder us? • Building and protecting your brand. Protecting yourself online and in social media

9:45

Networking Refreshment Break

10:00

Honorable Faith S. Hochberg United States District Judge (ret.) U.S. District Court for the District of New Jersey

Thinking Like an Executive: Updates on the Substantive Legal Developments Affecting those in Insurance Defense, Claims and Compliance in 2015 and Beyond

Breaking Through the Glass Ceiling: Practical Guidance on Getting a Seat at the Table

Elisabeth Ditomassi Co-General Counsel and Head of US Compliance Beazley Group (Boston, MA)

Alexia Cruz Vice President, Claim General Liability Travelers (Hartford, CT)

Tracie Grella Global Head of Professional Liability AIG (New York, NY)

Carol A.N. Zacharias Executive Vice President & Deputy General Counsel Ace North America (New York, NY)

Megan Kriegstein, Esq. Director, Strategic Claims Unit (Healthcare Claims) CNA (New York, NY)

• Communication o Body language o Presentation tips for making your voice heard • What’s the path to gain entrance to the C-Suite

Wendy Katherine Von Wald, Esq. Vice President, Global Fiduciary Liability Product Manager Chubb Group of Insurance Companies (Englewood, CO)

Register Now | 888-224-2480 | www.AmericanConference.com/WMinsurance

Moderator: Cheryl Vollweiler, Esq. Partner Traub Lieberman Straus & Shrewsberry, LLP (Hawthorne, NY) President of APIW • Data Breach and Cyber Liability • Social engineering fraud • Corporate Governance o Oversight over critical risk areas; o Transparency and disclosure • How state based licensing is hindering global connections/ pursuits? • Key considerations in purchasing fiduciary liability insurance o Why do you need it? o Who and what is covered? o What are common exclusions? o What do underwriters need to know during the submission process? o Tips for partnering with your carrier and underwriter o Developing exposures/litigation for fiduciaries - church plans - fee litigation - DOL activity related to private company ESOPs • Updates and trends in recent drug and medical device litigation

11:15

1) P&C 2) Reinsurance 3) D&O 4) Life Insurance 5) E&O and Professional Liability 6) Regulatory and Compliance

1:30

Jennifer L. Odrobina, Esq., ARM Senior Claims Examiner, Executive Assurance Claims Arch Insurance Company (Jersey City, NJ) Diane M. Parker, Esq. Vice President, North American Claims Group Allied World Insurance Co. (Addison, TX) Alyssa Nobile Pianelli, Esq. Specialty Lines Claims Beazley Group (Farmington, CT) Caryn Silverman, Esq. Senior Vice President, Claims Counsel Endurance Services Ltd (Purchase, NY) Moderator: Dove A.E. Burns, Esq. Partner Goldberg Segalla (New York, NY)

Spotlight on Women Power Players in Government and on the Bench: Shaping the Future of the Insurance Industry Law in the Government

Hear first-hand insights from VPs, Directors, and Claims Professionals as to what they are looking for in relationships with outside counsel:

Barbara Richardson, MBA, JD Director NH Insurance Department (Concord, NH)

• Guidance on gaining a coveted spot on Approved Panel Lists o What is the process o How often do new slots open up o Whom to contact • Once on the panel, when and how do counsels get assigned cases o Coverage/monitoring counsel o Defense counsel o Why did counsel A get assigned the case as opposed to counsel B • How to be the go-to firm o How to maintain and grow the relationship o Dos and Don’ts – real life examples

The Honorable Ann A. Scott Timmer Arizona Supreme Court (Phoenix, AZ) Moderator: Martha D. Lynes Partner Chasan Leyner & Lamparello (Secaucus, NJ) Do not miss this unique opportunity to hear from some of the leading female jurists and regulators who are setting precedents, interpreting, and enforcing the laws governing insurance companies. Come have a conversation with some of the most influential women in the industry as they unite to discuss power, progress, and gender politics within the government. Hear success stories and tips form leaders who have faced the same challenges in the workforce while gaining insight into their top priorities for the insurance industry in 2015 and beyond.

12:15

2:45

Networking Refreshment Break

3:00

Relationship Building & Networking: An Interactive Discussion on Topics Including:

Lunch and Expert Networking Roundtables Learn informally during lunch as you sit at the table of your choice. Network and discuss the substantive legal issues that are most important to your daily life in a more informal setting. Attendees will have an opportunity to reserve their table at the beginning of the conference.

Join the Conversation

Claims Perspective on Building Relationships with Outside Counsel

ACI: Reinsurance/Insurance

• Strategies, information, ideas, and support uniquely tailored to address issues from the perspective of being a woman with a major leadership position in the insurance industry • Key networking skills that serve aspiring leaders and drive their business and personal goals • Mentorship/sponsorship trends: Finding champions for support, guidance, critical feedback, stretch opportunities and visibility • Taking advantage of Social Media and “Virtual Networking” opportunities @Insurance_ACI / #womeninsurance

Katherine S. Catlos Managing Partner – San Francisco Office Kaufman Dolowich Voluck (San Francisco, CA)

• Fathers, Single Mothers, and Gay and Lesbian Couples: An update on how we view and talk about work life balance and family • Walking away from professional and personal guilt when something’s got to give • Learning to say no when you can’t give 110% on every front: knowing when to put your career to the forefront and when to put your personal life first

Michelle Klein Vice President, Chief Claims Officer Berkley Professional Liability, a W.R. Berkley Company (New York, NY) Linda J. Hay Founding Partner Hay Oldenburg, LLC (Chicago, IL)

5:15

Conference Adjourns

Marchelle M. Houston Senior Vice President, Claim Bond & Specialty Insurance Travelers (Hartford, CT) Carol Ann O’Dea Executive Vice President, Chief Claims Officer Axis Re (New York, NY) 4:00

GLOBAL SPONSORSHIP OPPORTUNITIES

I Don’t Know How She Does It: How Women Leaders in the Increasingly Demanding Insurance Industry Can Make the Most Out of Both Life and Career Lisa Brenner Senior Claims Counsel XL Insurance America, Inc. (Hartford, CT) Ingrid Campagne Partner Walsworth WFBM, LLP (San Francisco, CA) Ivy S. Fischer General Counsel Hub International Northeast Limited (New York, NY) Colleen McNicholas Director - Professional Programs Claims Zurich American Insurance Company (New York, NY) Evan Shapiro Principal Skarzynski Black LLC (New York, NY) Women are bombarded with messages that if they work hard enough and are smart enough, they can “Have It All”. What does this really mean, and how do these unrelenting expectations distort of the setting of realistic goals and milestones? Hear from a diverse panel of women about how “Having It Balanced” may be a better slogan. Topics to be discussed include: • Allocating your time and cultivating a full and healthy life outside of the office while balancing the intensive commitment of a high level insurance career and 24/7 availability through email and cell phones • Putting together an effective support system in place to lighten the load and picking the right life partner • Owning and respecting our choices: a frank discussion of the politics of motherhood within the insurance culture and how career choices impact the decision whether and when to start a family • Overcoming any hesitation to take advantage of corporate policies promoting work life balance and encouraging flexibility

With more than 300 conferences in the United States, Europe, Asia Pacific, and Latin America, American Conference Institute (ACI) provides a diverse portfolio devoted to providing business intelligence to senior decision makers who need to respond to challenges spanning various industries in the US and around the world. As a member of our sponsorship faculty, your organization will be deemed as a partner. We will work closely with your organization to create the perfect business development solution catered exclusively to the needs of your practice group, business line or corporation. For more information about this program or our global portfolio of events, please contact: Wendy Tyler Director of Sales, American Conference Institute Tel: 212-352-3220 x5242 [email protected]

American Conference Institute: The leading networking and information resource for counsel and senior executives. Each year more than 15,000 in-house counsel, attorneys in private practice and other senior executives participate in ACI events – and the numbers keep growing. Guaranteed Value Based on Comprehensive Research ACI’s highly trained team of attorney-producers are dedicated, full-time, to developing the content and scope of our conferences based on comprehensive research with you and others facing similar challenges. We speak your language, ensuring that our programs provide strategic, cutting edge guidance on practical issues. Unparalleled Learning and Networking ACI understands that gaining perspectives from – and building relationships with – your fellow delegates during the breaks can be just as valuable as the structured conference sessions. ACI strives to make both the formal and informal aspects of your conference as productive as possible.

© American Conference Institute, 2015

Register Now | 888-224-2480 | www.AmericanConference.com/WMinsurance

American Conference Institute’s Networking & Leadership Forum for

Gain Advanced Insights Through this Highly Interactive Workshop:

WOMEN LEADERS IN INSURANCE DEFENSE, CLAIMS AND COMPLIANCE

“I Wish Someone Had Told Me”: Advice from the GC’s Office and Industry Leaders on Embracing Influence and Power and Running a Successful Department

Promoting Diversity and Increasing the Prominence of Women in the Insurance Legal Community through Substantive Legal Discussion, Professional Development and Woman-to-Woman Networking

July 31, 2015 • Workshop: July 30, 2015 • The Carlton Hotel • New York, NY

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ONLINE www.AmericanConference.com/ WMinsurance

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Cancellation and Refund Policy You must notify us by email at least 48 hrs in advance if you wish to send a substitute participant. Delegates may not “share” a pass between multiple attendees without prior authorization. If you are unable to find a substitute, please notify American Conference Institute (ACI) in writing up to 10 days prior to the conference date and a credit voucher valid for 1 year will be issued to you for the full amount paid, redeemable against any other ACI conference. If you prefer, you may request a refund of fees paid less a 25% service charge. No credits or refunds will be given for cancellations received after 10 days prior to the conference date. ACI reserves the right to cancel any conference it deems necessary and will not be responsible for airfare‚ hotel or other costs incurred by registrants. No liability is assumed by ACI for changes in program date‚ content‚ speakers‚ or venue.

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