Conference Agenda

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

Future PLUS Presents: Kick-off to Conference
6:00 pm - 8:00 pm

Join Future PLUS, first time conference attendees and early arrivals for a night of networking in Texas. There will be food, drinks, live music and a raffle for your very own boots!

Lee Lindsay (Speaker)  Thomas R. Ripp (Speaker)  Brian Zink (Speaker)  Andy Zoller (Speaker)  
Sponsor Led Session Presented by Zurich North America | Current Trends in the Global D&O Market and Strategies to Manage Them
12:00 pm - 1:00 pm

The Directors & Officers (D&O) claims environment continues to be challenging for both insurers and insureds due to increased claims frequency and severity – and there’s even more to consider for companies with cross-border operations. This session will help insurance professionals navigate the global D&O landscape by sharing real-world examples of global D&O scenarios and claims, and how insureds and insurers are adapting to mitigate these risks in an effective and locally compliant manner. Specifically, this facilitated discussion will address: - Global D&O trends, including the impact of more frequent U.S. class action lawsuits on the broader D&O risk landscape - Special considerations and best practices for managing international D&O claims - Strategies for ensuring adequate global D&O program structuring with considerations for coverage limits, servicing and compliance

Zurich Insurance
Zurich North America
Zurich North America
Future PLUS Presents: How to Navigate the Conference
12:45 pm - 1:45 pm

Future PLUS leaders will share how 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.

Tim Francis (Speaker)  Chad Adams (Speaker)  Joan Woodward (Speaker)  
Sponsor Led Session Presented by Travelers | Fighting Cyber Crime Today - Public/Private Collaboration
1:30 pm - 2:30 pm

2021 has been a hot year for cyber criminals. As businesses, critical infrastructure and more succumb to attacks, policymakers and the private sector are stepping up strategies for how to move forward. Join us for a packed hour of insights from government and the insurance industry to hear how each are handling the latest influx of cyber threats and promoting cyber readiness. The session will explore how the critical partnership and shared goals across sectors is unfolding today and what it may look like in the future. Don’t miss it. Eligible for 1 CPLP Self-Report Credit

Travelers Companies, Inc.
Department of Homeland Security, Cybersecurity and Infrastructure Security Agency, Region VI
Travelers Companies, Inc.
Erik Weihenmayer (Keynote Speaker)  
The Only Way To Cross a Glacier Is With a Rope Team: Opening General Session with Keynote Presentation by Erik Weihenmayer
2:45 pm - 4:30 pm

Erik Weihenmayer speaks with authority on the subject of teamwork. His Mt. Everest expedition holds a world record for the most people from one team to stand atop Everest’s peak in a single day. The key to pursuing his endeavors has been his superb ability to combine his strengths and talents with those of the people around him. He speaks to the importance of working as a team. “People might have different responsibilities, different goals, even motives, but you link together behind one vision and the scope and power of that kind of team is unstoppable.”

Welcome Reception
5:30 pm - 7:30 pm
Julia Keenan (Speaker)  Jon Janes (Speaker)  Ayesha West (Speaker)  Jonathan Reiner (Moderator)  
CE/CLE Session | State of the Financial/Professional Lines Market
8:30 am - 9:30 am

For several years, the financial and professional lines market appears to change daily and this trend doesn’t seem to be stopping in 2021. This session will discuss the current state of the market, why we are seeing the painpoints in specific lines, coverage features to be aware of, and how to manage client expectations in an ever changing marketplace. This session will also touch on the future of these key lines of insurance and where the market might be going as we head into 2022.

Woodruff Sawyer
Everest Insurance
Beth Halberstadt (Speaker)  Jay Desjardins (Speaker)  
Sponsor Led Session Presented by Aon | Excessive Fee Litigation Update and Proactive Steps to Mitigate the Risk
9:45 am - 10:30 am

Excessive fee litigation cases in retirement plans have risen dramatically in frequency and severity and have put pressure on the Fiduciary Liability insurance market. These cases, which generally focus on fees that 401(k) and 403(b) plan participants pay for investment management or administration, have led to a considerable changes in the Fiduciary Liability marketplace, with decreases in capacity, significant increases in pricing and retentions and tightened underwriting criteria. To best mitigate against this litigation threat and to present more favorably to Fiduciary Liability underwriters, it is critical in today’s environment to understand, negotiate, and monitor all of the fees borne by a defined contribution plan and its participants, realizing it is a fiduciary responsibility to ensure that plan expenses are “reasonable” for the services being provided. It is also imperative to ensure that plans are appropriately designed, that appropriate plan governance is implemented and followed, and that plan fees are routinely benchmarked. *This session is a follow-up to the March 2021 PLUS Webinar entitled "Recent Trends in Fiduciary Liability"

Aon Retirement & Investment
Aon Financial Services Group
Soraya Herbert (Speaker)  
Future PLUS Presents: [Net]Working in a Virtual World
10:30 am - 11:15 am

The way we have communicated with others has significantly changed in the past 20 months, to a point where sometimes we forget how to connect altogether. Rebuilding these essential foundations in a virtual world can be daunting and confusing, given the multiple platforms and channels we have at the palm of our hands. In this session, let us discover together tools and new ways to help build your guide to navigating this new virtual ecosystem, and explore best practices for connecting with colleagues, clients, and even your family!

Daniel S. Savrin (Speaker)  Ryan Kantor (Speaker)  Laura Williams (Speaker)  Kristen Mielert (Speaker)  
Sponsor Led Session Presented by TDC Specialty Underwriters | Changes Are Coming: What You Need to Know About Antitrust Issues
10:45 am - 11:30 am

TDC Specialty Underwriters is teaming up with Morgan Lewis & Bockius LLP to discuss recent antitrust developments impacting the insurance sector as well as the businesses and operations of many of our policyholders. Among other important topics, the discussion will cover recent developments at the Department of Justice and the Federal Trade Commission, both of which have signaled a more aggressive enforcement agenda, with specific focus on the tech, finance, pharmaceutical and healthcare sectors. We will discuss how these developments affect our business and that of our insureds, and the underwriting and claim concerns around this increased scrutiny.

Morgan Lewis & Bockius
TDC Specialty Underwriters
TDC Specialty Underwriters
Michelle King (Keynote Speaker)  
WLN Luncheon with Keynote Presentation by Michelle King
11:45 am - 1:30 pm
Nicole Putnam (Speaker)  Nirali V. Shah (Speaker)  Jonathon Palmquist (Speaker)  William Clarke (Speaker)  
Sponsor Led Session Presented by Beazley | Reputation and Resilience in a Post-Pandemic World
1:30 pm - 2:15 pm

In a post-pandemic world where reputation and resilience to risk is more vital than ever, how can companies and individuals protect themselves against threats that range from ransomware to regulation?

McGill and Partners
Claudine R. English, Esq. (Speaker)  Heidi Roll (Speaker)  Melissa Daugherty (Speaker)  John Mancebo (Speaker)  Kelly Thoerig (Moderator)  
CE/CLE Session | The EPL Landscape: COVID-19, D&I, BIPA & So Much More
2:30 pm - 3:30 pm

COVID-19 was expected to bring about a tidal wave of employment litigation, and in many ways, the pandemic has fundamentally altered the Employment Practices Liability (EPL) landscape. However, there are a many of other employment-related exposures (existing before COVID and anticipated in the future) that counsel, carriers, brokers and risk management professionals should be concerned about. This session will explore the vast array of EPL exposures business face today and risk transfer and mitigation strategies from the legal, underwriting and claims perspectives.

Starr Adjustment Services
Lewis Brisbois Bisgaard & Smith LLP
Rachel Ehlers (Speaker)  Trey Waldrep, RPLU (Speaker)  Kelly Castriotta (Speaker)  Elissa Doroff (Speaker)  Nick Economidis (Speaker)  Mike Karbassi, RPLU (Moderator)  
CE/CLE Session | Cyber Market Update
3:45 pm - 4:45 pm

In a world where cyber threats and technology continue to evolve on an almost daily basis the cyber insurance landscape is incredibly dynamic. This session will discuss current claims trends, new and effective data-driven cyber risk mitigation techniques for policyholders, the evolution of cyber insurance coverage, and challenges faced by brokers, policyholders, and underwriters. Eligible for 1 CPLP Self-Report Credit

Amwins Brokerage of Texas, Inc.
PLUS Happy Hour - Open to All Registered Attendees
4:45 pm - 5:45 pm
Jim Young (Speaker)  
Future PLUS Presents: Being a Member of the PLUS Community
8:00 am - 8:45 am

Jim Young will share the entrepreneurial spirit of industry professionals which led to the formation of PLUS. Learn what PLUS has to offer for you to grow within your profession and the industry today. Breakfast will be provided.

Bell & Clements Inc.
Larry Griffin (Speaker)  Russell Fierstein (Speaker)  Sara Brody (Speaker)  Rhonda Prussak (Speaker)  Lisa Doherty (Moderator)  
CE/CLE Session | Looking Ahead: Emerging Coverages, Exclusions, Claims and Lessons Learned in 2021
9:15 am - 10:15 am

This entertaining and interactive session will present several topics in the format of the weekly NPR News quiz show Wait Wait… Don’t Tell Me. This session will explore the developments in excessive fee litigation, updates on the changes to Delaware case law as it pertains to D&O insurance, recent claim trends and the impact of the hard market on claims handling, and recent and emerging coverage issues.

ATRI Insurance Services
Sidley Austin LLP
Berkshire Hathaway
Business Risk Partners

Event Detail

November 8, 2021 10:00 am
November 10, 2021 1:30 pm