Conference Agenda

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Attend the annual PLUS Conference for a deep dive into all things professional liability insurance. Networking, education, business development and so much more.

Registration Open
8:30AM - 5:30PM
Lounge Open
8:30AM - 1:00PM
Tech Bar, Headshots & Shoe Shine Open
8:30AM - 1:00PM
RPLU Conferment Ceremony (Invite Only)
11:00AM - 11:45AM
Future PLUS Event: How to Navigate the Conference
12:00PM - 12:45PM

Future PLUS leaders will share their personal experiences from PLUS Conferences so participants can make the most out of their experience and opportunities for networking. The session will include a brief presentation followed by an interactive networking activity. Session is designed for young professionals and new PLUS Conference participants but all are welcome and encouraged to connect with colleagues before the opening keynote!

*For attendees who arrive on Sunday: Join Future PLUS attendees at Brass Tap on Sunday, November 10th from 7:00 to 9:00 pm.

Daniel Pink  Dan Heath  
Opening General Session with Keynote Speakers Dan Heath and Daniel Pink
1:00PM - 4:00PM

The 2019 PLUS Conference kicks off with presentations by two global thought leaders. Then see these best-selling authors exchange ideas with each other and the audience in a dynamic interview format. Truly a one-of-a-kind opportunity to benefit from the compared, contrasted and synthesized insights of two individuals who can help you improve your career and your life! Dan Heath, Author of The Power of Moments, and Daniel Pink, Author of When, show us how a strategically-timed moment can mean everything.

Best-Selling Author of Drive and When
Best-Selling Author of Made to Stick and The Power of Moments
Opening Night Reception
5:30PM - 7:30PM
Registration Open
7:30AM - 5:15PM
Lounge Open
7:30AM - 11:30AM & 1:30PM - 4:00PM
Tech Bar, Headshots, Shoe Shine & Virtual Reality Challenge Open
7:30AM - 11:30AM / 1:30 PM - 4:00PM
Attendee Breakfast
7:30AM - 8:30AM
Conference Cause – USO Volunteering Opportunity
7:30AM - 11:30AM / 1:30PM - 4:00PM

This year - in honor of Veteran’s Day – you can support the men and women serving in the military by making a donation and/or volunteering with the local USO during the PLUS Conference Cause. Volunteers will prepare 1,000 care packages and messages that will be given to deploying troops. Can’t make it? Text keyword “PLUS” to 444-999 to donate! Or visit the PLUS Foundation website at

Kevin LaCroix, RPLU  Christina Terplan  Rich Sheridan  William Passannante  Matt Donovan, RPLU  
War, Huh! What is the War Exclusion Good For? (CE/CLE Eligible)
8:30AM - 9:30AM

Recently, the media has reported on insurers attempting to deny coverage for losses arising from ‘cyber’ events based on the policy war exclusion. Are cyber insurers attempting to apply the war exclusion for computer attacks allegedly tied actors working on behalf of foreign governments? Please join us for a mock-trail exploring case precedents and the examining the proper application of a war exclusion as respects a cyber event.

Executive Vice President at RT ProExec
Partner at Atheria Law PC
Chief Claims Officer at Berkley Cyber Risk Solutions
Shareholder at Anderson Kill, PC
Broker at Worldwide Facilities
Andy Doherty, RPLU  Jessica Valenzuela Santamaria  Simone Lelchuk  Mark Paccione  Michelle Klein  
Side A: Still Free Money? (CE/CLE Eligible)
8:30AM - 9:30AM

This panel will address the current state of the D&O industry with a focus on Side A and event driven litigation. Topics to be covered include where the market is with pricing and coverage, the current landscape of claims and settlements, what’s new in the legal environment and implications for Boards and everyone else connected to the industry.

Senior Director/EVP, FINEX at Willis Towers Watson
Partner at Cooley LLP
Mediator at JAMS / Weinstein Melnick LLC
Executive Vice President at Axis Capital
SVP, Chief Claims Offer at Berkley Professional Liability, a Berkley Company
KT Talieh  Elizabeth Neumann  Cara Duffield  Robbyn Reichman  Jack Flug  
Claims Dynamics: Why Are Things So Difficult Now? (CE/CLE Eligible)
10:00AM - 11:00AM

Players from all sides recognize that the prevailing dynamics of the claims management and resolution process have become more difficult. This panel of representatives from the key industry perspectives will explore the current claims landscape in a rapid-fire moderated questioning format. Issues to be discussed include: the underlying factors driving the changing dynamic, whether the perceived difficulties are the result of a more adversarial claims process than in the past or more complicated tower dynamics and what existing or new processes could be utilized or developed by insureds, brokers and insurers to address the difficulties currently faced and on the horizon.

Partner at Perkins Coie
Head of North American Professional Liability Claims at AXIS Insurance
Partner at Wiley Rein LLP
Managing Director at Aon
Managing Director at Marsh
Tara Swaminatha  Stuart Panensky  Josh Ladeau  Dan Burke  
CCPA is Coming…Should You Be Scared? (CE/CLE Eligible)
10:00AM - 11:00AM

Most organizations in the U.S. either do business or collect information from California residents and they have until January 1, 2020 to comply with the California Consumer Privacy Act (CCPA). This panel will discuss the high level components of the CCPA, how it differs from GDPR, and we will address the most up to date key issues surrounding the insurance ramifications and enforcement while the California Attorney General is actively proposing new amendments, rules, and compliance regulations to the law.

Principal at Executive Cyber Law LLC
Partner at FisherBroyles, LLP
EVP, Global Head of Tech & Cyber at Aspen Insurance
National Cyber Practice Leader at Woodruff Sawyer
Laura Bush  
Women's Leadership Network & PLUS Foundation Luncheon
11:30AM - 1:30PM

Mrs. Bush is an advocate for literacy, education and human rights. During her keynote address, Mrs. Bush will discuss her time as First Lady of the United States, her reflections on 9/11, her passion for education and the work of the George W. Bush Institute.

Former First Lady of the United States
Stephen Baskin  Marc Shea  Kevin P. Kalinich, Esq.  
It’s All About the Intangibles: Intellectual Property Risk Management (CE/CLE Eligible)
1:45PM - 2:45PM

Join us for an in depth review of the breadth and evolution of Intellectual Property risk, valuation of intangible assets, risk management strategies and protections including insurance.

Partner at King & Spalding LLP
Sr. Risk Manager at Microsoft
Intangible Assets Global Collaboration Leader at Aon plc
Chris Williams  Barry Postman  Claudia Oliveri  Kevin O'Hagan  Laurie Mandell  
Pardon My Interruption (CE/CLE Eligible)
1:45PM - 2:45PM

Watch your favorite EPL experts duke it out on the PLUS stage! Styled after a popular sports news show, panelists will discuss and debate the latest EPL topics and introduce you to the latest trends which includes #metoo, BIPA, ADA, Transgender, Religious Objections, among other things.

2nd Vice President at Travelers
Managing Partner at Cole, Scott & Kissane
Assistant Vice President at Starr Adjustment Services Inc.
Partner at O'Hagan Meyer
AVP, Claims Manager at Chubb Insurance
Michael Guo  Elisa M. Zurlini  Jeff Cowhey  T.J. Bradley  Cecelia Lockner  
Transactional Risk: The Evolution of R&W Insurance (CE/CLE Eligible)
3:00PM - 4:00PM

The panel will be divided into two segments: Part 1 - An overview of the claims landscape (particularly R&W), highlighting trends, frequency and severity Part 2 – Evolution of underwriting characteristics within the Transactional space and how Claims are impacting underwriting and capacity. The session will provide a perspective from claims, underwriting and the buyers side.

Deputy General Counsel at TPG Capital
AVP, Financial Lines, Mergers & Acquisitons at AIG
President at Ambridge Partners
Vice President at Arthur J. Gallagher & Co.
Counsel at Goodwin Procter LLP
Jeff Ward  Stacey Jackson  Eduardo Provencio  Darrick Cole  Ian Stewart  
Dude, Prepare for Legalization: Cannabis and Professional Liability (CE/CLE Eligible)
3:00PM - 4:00PM

The commercial cannabis industry is highly regulated and underwriting cannabis risks requires a deep understanding of the cannabis industry as well as the individual state regulated markets. Cannabis claims involve risks that are not well known at this time due to the lack of long-term research and studies as a result of cannabis’ federal illegality. The interplay between the state legal commercial cannabis market and federal illegality causes a unique dilemma for the insurance industry. This session will examine the insurance industry’s challenges with this growing exposure.

CEO at CannGen Insurance Services, LLC
General Counsel at Golden Bear Insurance Company
General Counsel at Mary's Brands
President at Skyfront Insurance
Chair of National Cannabis Law Practice at Wilson Elser
Julio A. Portalatin  
The Intersection of Diversity and Automation
4:15PM - 5:15PM

When building the most advanced platforms for the future, why is it important to begin by creating an inclusive environment? Explore the fascinating interface of human diversity and technology. Learn how the direction and development of this work benefits from the participation of a wide variety of perspectives.

Vice Chair at Marsh & McLennan Companies
Registration Open
7:30AM - 11:30AM
Lounge Open
8:00AM - 10:00AM
Tech Bar & Shoe Shine Open
8:00AM - 10:00AM
Paul Lavelle  Christopher Cavallaro, RPLU  David Bell  Laurie Banez  
Attendee Breakfast including Founders Roundtable
8:30AM - 10:00AM

9:00AM - 10:00AM | Founders Roundtable: Creating Success

Panel of leaders who started insurance businesses discuss challenges they faced, how they overcame them and views on challenges facing founders today.

Chief Claims Officer at Zurich North America
Executive Managing Director at ARC Excess & Surplus, LLC
President & CEO at ALPS
Executive Vice President, Head of US Management and Professional Lines at Canopius
Hilarie Gates  Anthony Tatulli  Norman Rafsol  William Fahey  
Management & PL Markets Today (CE/CLE Eligible)
10:15AM - 11:15AM

The management and professional liability insurance marketplaces are changing daily. Prices are going up. Capacity is beginning to be cut. Is coverage next? Can insurers make money in the management and professional liability underwriting spaces? This panel will discuss why we are seeing price increases, particularly as to certain products and customer segments (e.g., D&O and IPOs); the “staying power” of these increased pricing trends and the chances they will spread to other products and customer segments.

Managing Director at Marsh JLT Specialty
North America Head of Financial Lines at AIG
Senior Claim Officer at Chubb
Senior Vice President at Berkshire Hathaway Specialty Insurance

Event Detail

November 11, 2019 2:00 pm
November 13, 2019 11:30 am
201 Waterfront Street National Harbor, Maryland 20745