PLUS D&O Symposium 2024

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PLUS D&O Symposium Agenda

The agenda for the PLUS D&O Symposium is carefully planned by a D&O committee and by the submissions of PLUS members and advocates.  PLUS takes great pride in the quality of speakers and topics at each of our events.

Continental Breakfast
8:00 AM - 9:00 AM
Welcome and Opening Remarks
9:00 AM - 9:15 AM
Jennifer Thorpe  Brian Mastellone  Heather Marino  Craig Hieserich  
CE/CLE Session | State of US D&O Market: A Global View
9:15 AM - 10:15 AM

This panel will discuss the evolution of pricing and capacity in the D&O Insurance market, specifically touching on all the major access points: US, London and Bermuda. It will also offer insight into the panelists’ thoughts for what 2024 and beyond will look like, including the major catalysts that will get us there.

Kristin Roger, RPLU  Andrea D. Lieberman  Kyle LaBarre  Macy Steers  
CE/CLE Session | Financial Institutions Uncovered
10:30 AM - 11:30 AM

This panel will dive deep into recent Other Liability Claims Made (OLCM) segment performance trends including Loss Ratios, Reserve Development, Rate Adequacy and Tail Risk and dissect the core catalysts that have driven general underperformance in recent underwriting years. The panel will then look ahead to determine if the segment has made the necessary remedial adjustments that will insure future profitability and stability in the market or if additional adjustments are required.

Networking Lunch
11:30 AM - 1:00 PM
Nirali V. Shah  Eric Senatore  Jon Janes  Kimberly Melvin  
CE/CLE Session | Navigating Bankruptcies in Today's World
1:15 PM - 2:15 PM

This session will offer insight into the increased level of bankruptcies that are currently being experienced in the market. The diverse panel will explain the differences between the types of bankruptcies, touch on reasons that are driving the uptick, and identify best practices for underwriting and building a D&O program using historical data and litigation trends.

Kirsten Slawson  Keith M. Lavigne, CPA  Keith Freid  Robert D. Crocitto, Jr.  
CE/CLE Session | D&O Exposures: Keeping Watchers Glued to the Screen
2:45 PM - 3:45 PM

This session will offer insight into D&O Liability Exposures through the lens of popular streaming shows about massive corporate fraud and reckless behavior in America. This diverse panel will discuss key exposures and/or red flags including Nature of Operations, Ownership, Financial Condition, Corporate Events and Transactions, Regulatory Inquiries or Investigations, High Profile Media Attention, Significant Reductions of Staff, Conflicts of Interest, Claims/Litigation History, etc.

Marc Salm  Claudia Koeppel Levitas  Meredith Frick  Jack Flug  
The Customer Speaks - Understanding the D&O Consumer
4:00 PM - 5:00 PM

This session provides a rare opportunity for the industry insiders to hear from the biggest constituents of insurance – the purchaser, the people/entities that purchase the product.  In this session we will address topics such as:  Expectations at the time of purchase, costs/premiums and rate, overall communications, claims handling, responsiveness; as well as the characteristics of the carriers/brokers/attorneys that do it right and those that do not.

Joint Welcome Reception with Cyber Attendees
5:00 PM - 7:00 PM
Continental Breakfast
9:00 AM - 10:00 AM
Opening Remarks
10:00 AM - 10:15 AM
​​Rita Perez​  Noah Joshua Phillips  Aliceson Kristina Littman  Justin Kudler  
CE/CLE Session | Regulatory Investigations, Enforcement Actions & Priorities
10:15 am - 11:15 am

A discussion of the current and future SEC and FTC regulatory landscape and evolving D&O coverage for resulting claims.

Jennifer Golbeck  
Lunch with Keynote Speaker, Jennifer Golbeck
11:30 AM - 1:15 PM

Preparing for Emerging AI Risks
Dr. Jen Golbeck explores the emerging risks associated with artificial intelligence, focusing on critical issues such as fraud, the spread of disinformation, and the potential displacement and disempowerment of workers. She delves into the ways AI can stifle competition in various industries and highlights the significant risks it poses to national security. Throughout her presentation, Golbeck emphasizes the need for proactive measures and regulatory frameworks to mitigate these risks, calling for a balanced approach that harnesses the benefits of AI while safeguarding society and the economy.

Kim Yapchai  Dereick Wood  Giovanna A Ferrari  Kieran Hughes  
CE/CLE Session | ESG - But Focused!
1:30 PM - 2:30 PM

This presentation will explore what, if any, impact ESG/DEI issues continue to have on corporate America from c-suites to boards of directors. In so doing, we will explore what constitutes present day ESG/DEI, terminology surrounding ESG and DEI, advancements and blowback emanating out of these areas of concern. We will discuss the continuing judicial and statutory relevance and why ESG/DEI concerns remain relevant areas of inquiry for D&O carriers and the insurability of companies.

Darren J. Robbins  Jennifer Jacobson  Koji Fukumura  Meredith Werner  
CE/CLE Session | Securities Litigation Update
2:45 PM - 3:45 PM

This presentation will provide an understanding of the current landscape of securities litigation both in terms of recent developments in case law and a practitioner’s perspective of how cases are resolving from the perspective of the plaintiffs’ bar, the defense bar and the D&O insurer. 

Event Detail

March 5, 2024 8:00 am
March 6, 2024 4:00 pm