Walking the Line Without Stepping Off

Continuing Education Program December 5, 2017

PARTICIPATING LAW FIRMS Brown & James P.C. (St. Louis) Walking The Fowler White Burnett, P.A. (Ft. Lauderdale/Miami) Haight Brown & Bonesteel LLP (Los Angeles) Line Without Hall & Evans, LLC (Denver) Hawkins Parnell Thackston & Young LLP (Atlanta) Johnson & Bell (Chicago) Stepping Off Leake & Andersson LLP (New Orleans) Lester Schwab Katz & Dwyer, LLP (New York) Hyatt Regency Plunkett Cooney, P.C. (Bloomfield Hills/Detroit) Riverside Room Renaud Cook Drury Mesaros, PA (Phoenix) Two Exchange Place ALL FIRMS ARE MEMBERS OF ALFA INTERNATIONAL Jersey City, New Jersey PLEASE REGISTER THROUGH Debbie Allbritton Hawkins Parnell Thackston & Young LLP 303 Peachtree Street, Suite 4000 Atlanta, Georgia 30308 Direct 404-614-7489 | Fax 404-614-7500 Email: [email protected] Continuing Education Program December 5, 2017 Walking The Line Without Stepping Off

PROGRAM DESCRIPTION The program offers two hour-long presentations by seasoned litigators from ten law firms who will REGISTRATION address the ethical, legal, practical and strategy issues and problems that often arise both before INFORMATION and after litigation commences. The panelists will offer their perspectives and comments on the best Please complete the registration to practices for handling and resolving claims and disputes that involve risks and matters for which insur- confirm your participation and to ance coverage is or may be available. Audience questions and participation is encouraged and welcome. provide part of the information that will be needed to obtain Georgia, New Hampshire and/or Texas continu- COURSE MATERIALS ing education credit as a claims Course materials in electronic form will be sent by email to all participants who register for and partici- adjuster or New York continuing legal pate in the program. education credit as a lawyer. You will also need to verify your participation by signing and dating the forms PROGRAM SCHEDULE & TOPIC DESCRIPTIONS and documents that will be available FINAL REGISTRATION during the seminar. 2:30 p.m. to 3:00 p.m., December 5, 2017 MEETING LOCATION FIRST SESSION Hyatt Regency Riverside Room 3:00 p.m. to 4:00 p.m. Two Exchange Place Jersey City, New Jersey “Truth or Consequences” Ethics Challenge for Insurance Professionals and Attorneys QUESTIONS? PLEASE CONTACT Richard Granofsky will moderate a panel consisting of Hank Cooney, Jeff Hunter, Mike Leahy and Todd Lubben, who will present a multiple-choice, inter-active question and answer “game” that explores Debbie Allbritton ethical dilemmas facing attorneys and insurance professionals when handling claims or litigation in Hawkins Parnell Thackston various fields of practice. The topics will include confidentiality and disclosure issues regarding or & Young LLP involving email communications, production of client documents, confidential communications, social 303 Peachtree Street, Suite 4000 media, and conflicts between the corporation and its officers and board of directors. Atlanta, Georgia 30308 Direct 404-614-7489 SECOND SESSION Fax 404-614-7500 Email: [email protected] 4:00 p.m. to 5:00 p.m. CLE & CE CREDIT Is It Time For “What’s My Line” or “Jeopardy?” The program offers 2.0 hours of New George Fagan will moderate a panel consisting of Matt Barr, Avery Dial, Joe Marconi and Kevin O’Brien, York CLE credit for attorneys (2.0 hour of who will address and discuss how insurers may avoid or deal with problems and issues that typically ethics). Approval for 2.0 hours of Texas arise when competing, concurrent, conflicting or joint interests arise or exist between or among CE credit for claims adjusters (ethics). insurers, insureds with single or multiple primary or excess or other policies or coverages, additional Approval for CE credit by Georgia and insureds and indemnitees, brokers representing insureds, panel and non-panel lawyers representing New Hampshire has been requested one or more insureds and reinsurers and subscribers. The presentation will consider and explore the and is pending. actual or apparent conflicts of interests that may arise or be prevented based on four different scenarios.

WHAT IS ALFA INTERNATIONAL? The attorneys with the ten law firms who are participating in the seminar are all members of ALFA International, a premier network of indepen- dent law firms that was founded in 1980. ALFA International has over 150 member firms throughout the world, including 80 U.S.-based firms and 70 international firms are located throughout Europe, Asia, Australia/New Zealand, Africa, Canada, Mexico and South America. The ALFA model enables its members to use their local expertise to deliver highly effective legal solutions, often drawing upon the collective wisdom and experience of other member firms. ALFA clients benefit from a geographically comprehensive network of exceptional law firms and accomplished trial and business counsel. Our member firms meet high standards to be part of the ALFA network and are well respected by their peers in the legal and business community. ALFA International is headquartered in Chicago, and has a full-time staff to administer the various programs and services that ALFA offers. For more information about ALFA International, please visit the website (www.alfainternational.com) or contact Jessica Bauer: Tel. 312-642-2532 and Email: [email protected].

www.alfainternational.com FACULTY BIOS MATTHEW BARR is a Senior Partner magni ommolor emperfe rchicia quunto ma ipitati RICHARD GRANOFSKY is the with Hawkins Parnell Thackston & istota de nam nem sus.Ossint facersperum, et int lab Chair Emeritus of ALFA Interna- Young LLP in Atlanta. Matt has over ipictib usamus. tional’s Professional Liability Group. a decade of experience as a litigator He is a partner of the New York and trial lawyer, concentrating on City ALFA International firm Lester the representation of healthcare and AVERY DIAL is a partner with Schwab Katz & Dwyer, LLP. He heads other professionals, as well as retail- Fowler White Burnett in the firm’s the firm’s Professional Liability and ers and landowners. Matt has tried numerous cases Fort Lauderdale office. Avery Labor and Employment Practice Groups. He is a throughout the state and federal courts of Georgia focuses his practice on commer- senior trial lawyer and has extensive experience and has argued before the United States Court of cial, professional liability, insurance, defending lawyers, accountants, miscellaneous Appeals for the Eleventh Circuit. Matt has repre- intellectual property, product liabil- professionals and employers in state and federal sented physicians, nurses, pharmacists, midwives, ity, and wrongful death litigation. court, administrative proceedings, and arbitration. psychiatrists, physical therapists, counselors, archi- Avery defends and prosecutes business matters He has defended attorneys in disciplinary proceed- tects, engineers, real estate brokers and agents, and including breach of contract, civil theft, conversion, ings. He counsels employers in all aspects of the numerous facilities, including hospitals and mental breach of warranties, statutory violations, fraudulent employment relationship including employment health treatment facilities. He also represents several business practices, data privacy, and professional agreements, employee handbooks and termina- of the nation’s leading retailers in premises liabil- liability (including attorneys, directors and offi cers, tion decisions. He received his Bachelor’s degree ity matters. Matt received a B.S. in Management at and insurance brokers). He litigates complex insur- from Columbia University and his J.D. from Boston Georgia Institute of Technology, and his law degree ance coverage matters involving business litigation, University. Email: [email protected] & Tel. from Florida State University College of Law. He is data privacy, transportation, intellectual property, (212) 341-4320. a member of DRI, Georgia Defense Lawyers Asso- and professional liability claims. Also, Avery litigates ciation, Litigation Counsel of America, ALFA Inter- commercial and residential real estate matters national, and the Atlanta Bar Association. Email: including title claims, foreclosures, landlord tenant JEFF HUNTER is a Shareholder with [email protected] & Tel. (404) 614-7453. disputes, and breaches of contract on behalf of title the Arizona ALFA Firm, Renaud Cook insurers, banks, tenants, and property owners. Email: Drury Mesaros, PA. His main areas [email protected] & Tel. (954) 377-8179. of practice are medical malprac- HENRY COONEY urepeditas aut tice and healthcare, professional res voluptis re, consed esequo liability, commercial and business beation serspedi ommoluptur GEORGE FAGAN is a founding litigation, accident and personal saperia con prempor porestrum partner of Leake & Andersson LLP, injury litigation, and product liability litigation. Jeff conem faccaest, imolesci temperro and works in the New Orleans office. has been defending various professionals for more inci corenie ndisciusamet arum He is the Firm’s the lead partner for than 25 years, including accountants, chiroprac- et quodicius vidus re omnimodi business, employment, insurance tors, doctors, engineers, insurance adjusters, and arum que nem ex ea voluptati corrum quia nonse coverage, executive, miscellaneous more. He has a successful track record of more than apiciaspis re, ommos sinctio opta dit dollaturitia and professional liability, and secu- 45 jury trials to verdict as well as numerous arbitra- ipitias uta et lit ea ped est, sunt ulpa dolluptatem rities litigation. George has tried over 35 lawsuits tions, including international arbitrations. Jeff is a apiendipsae. Igenimus, ilis vent, si rem et illorup in federal and state courts in Louisiana and Missis- member of The Florida Bar, the State Bar of Arizona, iderore rorpor re explita tiscips aperumquunt vitis- sippi, and has handled over 20 arbitration hearings The American Bar Association, Defense Research trum derum fugitae perferit faccus molorib eatint throughout the United States. He has argued over Institute, and is a Steering Committee Member ex exceria et perum enihilicate nest, niendiae. 40 appeals in state and federal appellate courts. of the ALFA Professional Liability Practice Group. Aximoles est omnia pro molorpo restia quas estium George has been included in the Best Lawyers in Jeff earned his B.S. degree from the University of recabor runditati ommoles cimilluptio voles sum America listing since 1999, has an “AV” Martindale Michigan, his M.S. degree from Kansas State Univer- dunt.Lisqui ommolor estiis rem si comnimi, ipsant rating, and is a member of the Federation of Defense sity, and his J.D. degree from Syracuse University. rere pre cullabo rehendelis quias dolum ut as ma and Corporate Counsel. He is a past Chair of ALFA Email: [email protected] & Tel. (602) 256-3015. verum iunt.Sunt expernat mos susaperum faccus. International’s Labor & Employment Practice Group Nullabore volenimin conectur am vel maionsequia and Insurance Practice Group. George regularly dolore exceperibea dolorro vitaspe llatias il iume speaks, chairs panel presentations and publishes MIKE LEAHY is partner Mr. Leahy lam quunda con pos et landita secusdae voles papers and articles on topics in his areas of practice, with Haight Brown & Bonesteel LLP eum ut vitem qui sin net de velecta coribusam as well as ethics, e-discovery and document reten- in the Firm’s Los Angeles office. Mike que natiorit velicti quunt estem rem sitas nihilique tion issues. He received his undergraduate degree is the senior member of the Firm’s landuciae. Name conessi ntincte mporum quas es from Washington & Lee University (cum laude) and Risk Management & Insurance Law accus. Fic te aut unt pres molupidus, utenisqui con his law degree from LSU Law School. He also plays practice group, as well as being a consequidem reriores minus. Anis apid moluptus lead guitar and sings in a rock ’n roll band. Email: member of the Professional Liability [email protected] & Tel. (504) 585-7612. and Construction Law practice groups. His practice is devoted to all areas of insurance related issues, disputes. He received the 2011 Up & Coming “Excellence in Business Litigation” honor from including analysis of insurance coverage and Award and the 2016 Legal Champion Award from Chicago Magazine. Email: [email protected] & reinsurance issues, rendering opinions, drafting Missouri Lawyers Weekly. He obtained his bach- Tel. (312) 984-0211. of insurance policies and endorsements, insur- elor’s degree from Augustana College and his J. D. ance coverage litigation, advice and litigation, first from St. Louis University. Email: [email protected] and third party bad faith litigation, expert witness & Tel. (314) 242-5325. KEVIN O’BRIEN is a Member of testimony and acting as monitoring/supervisory the Denver, Colorado ALFA Inter- claims counsel. He also represents professionals national law firm Hall & Evans, L.L.C. and individuals in high stakes complex litigation. JOSEPH R. MARCONI is a Senior Kevin’s practice emphasizes repre- Mike has expertise in virtually all lines of property Shareholder at the Chicago ALFA sentation in complex and indus- & casualty insurance, including D&O, E&O, EPL, firm of Johnson & Bell, Ltd., where try-wide litigation, with particular property, marine, Tech E&O, CGL and personal he serves as Chairman of the focus on insurance, disability, bad lines. He also handles fidelity and complex non firm’s Professional Liability group faith, reinsurance, commercial and products liabil- standard coverage questions and claims. Mike as well as its Business Litigation ity matters. His practice also involves a wide range has also drafted policies covering a myriad of risk, group. He handles and super- of medical issues in diverse cases brought against both commercial and personal. He is a Fellow of vises complex civil litigation, including profes- healthcare entities and insurers. Kevin has served the American College of Coverage and ExtraCon- sional liability, insurance disputes, real estate as National Trial Counsel for a major computer tractual Counsel, a distinction held by few lawyers and commercial disputes, and employment law. manufacturer and has coordinated the defense in the United States. Email: [email protected] & Mr. Marconi successfully tries cases to verdict for of companies facing industry-wide litigation. Tel. (213) 542-8038. various professionals including attorneys, accoun- In addition to Kevin’s active trial practice, he is a tants, appraisers and brokers. He is a member of frequent speaker. He is the former Chief Executive the Lawyers Committee of the National Center Officer of Hall & Evans, L.L.C—and also served as TODD A. LUBBEN is a partner in for State Courts, which works to improve the the R&D on the firm’s Board of Directors. He is a the St. Louis, Missouri ALFA law administration of justice through leadership and member of the Federation of Defense and Corpo- firm Brown & James, P.C. practic- service to the state courts. The Illinois Supreme rate Counsel. He is a former member of the Board ing in the firm’s St. Louis office. Court appointed Mr. Marconi to be an adviser to of Directors and Corporate Secretary of ALFA As part of his professional liabil- the Judicial Conference Committee on discovery International and Chair Emeritus of the ALFA Inter- ity practice, Todd has success- which worked on the E-discovery amendments national Insurance Practice Group. He has also fully defended attorneys who to the Illinois Supreme Court Rules. His accolades served as Program Chair, moderator and speaker are facing legal malpractice lawsuits and ethics are numerous, including: The John Marshall Law for numerous ALFA International events. Kevin is complaints initiated by former clients. He has School “Distinguished Service Award,” Illinois a graduate of the University of Notre Dame and also represented businesses in various types of Super Lawyers in Business Litigation and the the University of Denver, College of law. Email: contract, employment, and intellectual property [email protected] & Tel: (303) 628-3353.

PARTICIPATING FIRMS BROWN & JAMES P.C. HAIGHT BROWN & JOHNSON & BELL PLUNKETT COONEY, P.C. Bank of America Plaza BONESTEEL LLP 33 West Monroe Street, Suite 2700 38505 Woodward Ave. 800 Market Street 555 South Flower Street Chicago, IL 60603-5404 Suite 100 Suite 1100 Forty-Fifth Floor Tel: (312) 372-0770 Bloomfield Hills, MI 48304 St. Louis, MO 63101 Los Angeles, CA 90071 Fax: (312) 372-9818 Tel: (248) 901-4000 Tel: (314) 421-3400 Tel: (213) 542-8000 Website: www.johnsonandbell.com Fax: (248) 901-4040 Fax: (314) 421-3128 Fax: (213) 542.8100 Website: www.plunkettcooney.com Website: www.brownjames.com Website: www.hbblaw.com LEAKE & ANDERSSON LLP 1100 Poydras Street, Suite 1700 RENAUD COOK DRURY FOWLER WHITE BURNETT, P.A. HALL & EVANS, LLC New Orleans, LA 70163 MESAROS, PA Brickell Arch 1001 17th Street, Suite 300 Tel: (504) 585-7500 One North Central, Suite 900 1395 Brickell Avenue, 14th Floor Denver, CO 80202-5800 Fax: (504) 585-7775 Phoenix, AZ 85004 Miami, Florida 33131 Tel: (303) 628-3300 Website: www.leakeandersson.com Tel: (602) 307-9900 Tel: (305) 789-9200 Fax: (303) 628-3368 Fax: (602) 307-5853 Fax: (305) 789-9201 Website: www.hallevans.com LESTER SCHWAB KATZ Website: www.rcdmlaw.com Website: www.fowler-white.com & DWYER, LLP HAWKINS PARNELL THACKSTON 100 Wall Street & YOUNG LLP 27th Floor 303 Peachtree Street, NE New York, NY 10005-3701 Atlanta, GA 30308-3243 Tel: (212) 964-6611 Tel: (404) 614-7400 Fax: (212) 267-5916 Fax: (404) 614-7500 Website: www.lskdnylaw.com Website: www.hptylaw.com