2023 DRI Insurance Bad Faith and Extra-Contractual Liability Seminar

June 14–16, 2023 | Charlotte, North Carolina

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Become an Expert in Handling Bad Faith Insurance Claims!

DRI’s Insurance Bad Faith and Extra-Contractual Liability Seminar is the preeminent program for insurance executives, claims professionals, and outside counsel who specialize in bad faith insurance litigation. Bad faith issues and concerns permeate many aspects of insurance claims handling. When bad faith litigation ensues, these claims are some of the most complex and highest exposure claims faced by insurers. Our faculty, consisting of some of the nation’s leading in-house and outside bad faith lawyers, will share their valuable insights and strategies on evaluating and winning bad faith cases, as well as how to avoid them in the first place.

View registration information here.

What You Will Learn:

  • The latest trends, developments, and emerging issues in bad faith litigation across the country.
  • The internal thought process of insurers via an interactive roundtable discussion with a mock claims committee.
  • The ever-evolving contours of time limited demands and strategies for countering them.
  • The in-house perspective of managing bad faith claims.
  • The ins-and-outs of litigating and trying a bad faith case, including perspectives from policyholders.
  • The ethical considerations and practical impact of the tripartite relationship.

Expand Your Network By:

  • Forging new connections through a newly developed Premier Networking Reception on Wednesday night.
  • Engaging in the interactive Networking Lunch on Thursday with fellow DRI members from other committees.
  • Attending one of several off-site, small group networking events on Thursday afternoon.
  • Reconnecting with friends, colleagues, and clients at Dine-Arounds on both Wednesday and Thursday nights.

Panel Counsel Meetings with Major Companies
Take advantage of the opportunity to engage with key industry companies* including:

  • Travelers

*Subject to change

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Thank You to DRI's Insurance Law Committee Leadership

R. Brandon McCullough
R. Brandon McCullough
Program Chair
Albert K. Alikin
Albert K. Alikin
Program Vice Chair
Karen Dunbar
Karen Dunbar
Program Industry Vice Chair
Jonathan Schwartz
Jonathan Schwartz
Committee Chair
Melanie C. Lockett
Melanie C. Lockett
Committee Vice Chair
Pamela W. Carter
Pamela Carter
Law Institute

Join the Insurance Law Committee

Registration Information

Register Now

Member Pricing Non-Member Pricing
Regular Registration* $1,395 $1,695
Group Registration (Non-Sponsored)** $995/person $995/person
Government Government members will receive the applicable government rate for the seminar upon login. If the government rate does not appear after logging in, please call DRI directly at (312) 795-1101 to receive the discounted rate. Invoices can be sent after purchase upon request.

*If your membership recently lapsed, please renew your membership prior to registering to ensure you receive your discounted member rate. If you would like to join DRI to receive the member pricing and see the benefits of becoming a member, click here to go to the Application page.

**Group registration is for registering four or more attendees, members and non-members. There is one free registration with every 10 registrations. You must lock in the rate three weeks prior to the seminar. If you want to register for the group pricing, fill out the form here (online registration is not available for this offering).

Networking Events

Women of Color Roundtable | Foundation for the Carolinas (Optional Programming)

Date: Tuesday, June 13 from 1:00–6:00 p.m.

Registration for the roundtable is no longer available to attendees of this seminar as capacity has been reached.

Premier Networking Reception | Charlotte Beer Garden
Sponsored by Clark Hill PLC, Cox PLLC, Proskauer Rose LLP

Date: Wednesday, June 14 from 6:00–8:00 p.m.
Pricing: Free when you register for the seminar; all attendees must be 21+ (Guest tickets $100 each, available at check-out. A limited number of guest tickets may be available on site for $125 each.)
Location: Charlotte Beer Garden, 1300 S Tryon St, Charlotte, NC 28203

Join the Trucking Litigation Essentials, Diversity for Success, Insurance Bad Faith, and Young Lawyers committees for a networking event at USA Today’s Best Beer Garden of 2022! You’re guaranteed to find something to your taste from the almost 400 draft options (one of the world’s largest selection of draft beers available in one restaurant), wine, spirits, seltzers, and light appetizers. Join us for a fun evening on the spacious and partly covered rooftop, mixing a cozy greenhouse feel with some cool city views.

Agenda with Speakers

*Schedule and Speakers subject to change

View Agenda and Room Location

Time (Eastern) Program Location
1:00 p.m. Women of Color Roundtable | Foundation for the Carolinas (Optional Programming)

Registration for the roundtable is no longer available to attendees of this seminar as capacity has been reached.
Time (Eastern) Program Location
1:00 p.m. Registration
3:00 p.m. Emerging Issues in Bad Faith Litigation

From the ALI Restatement of Torts to new legislation in Florida, California, and Colorado, the contours of bad faith law are ever-evolving. Hear about the latest trends and tactics impacting these claims, such as artificial intelligence-assisted claims handling, work force constraints, litigation funding, and much more.

Mike Aylward, Morrison Mahoney, Boston, MA
J. Pablo Cáceres, Butler Weihmuller Katz Craig, LLP, Tampa, FL
Sarannah McMurtry, Acceptance Insurance, Nashville, TN

4:00 p.m. Interactive Roundtable Discussion with Claims Committee

Join in and participate in this first-ever simulation of a mock roundtable discussion with insurance company claims management to examine a hypothetical bad faith scenario involving complex issues and high exposure. The hypothetical fact pattern will be provided in advance to attendees to facilitate a lively discussion. Come see how these important decisions are made in real time!

Kevin Willging, Travelers, Hunt Valley, MD

6:00 p.m. Premier Networking Reception | Charlotte Beer Garden
Sponsored by Clark Hill PLC, Cox PLLC, Proskauer Rose LLP

Click here for details.
8:00 p.m. Dine-Arounds

Join colleagues and friends at selected restaurants for dinner (on your own).

Time (Eastern) Program Location
8:00 a.m. Registration and Coffee
8:30 a.m. Coffee & Conversations

The early bird gets the most out of this networking session. Get to know the early risers in our group over a cup of coffee. Rise, shine, caffeinate and connect!
9:00 a.m. Welcome and Introductions

Pamela Carter, Quintairos, Prieto, Wood & Boyer, P.A., New Orleans, LA
R. Brandon McCullough, Houston Harbaugh, P.C., Pittsburgh, PA

9:15 a.m. Effective Strategies for Navigating Time Limit Demands

Navigating policy limit/time limit demands to avoid bad faith liability is critical in today’s claims environment. This presentation will cover recent developments in case law and statutes as well as evaluate practical strategies to defend against bad faith “set ups.”

Mike Kiernan, Traub Lieberman, St. Petersburg, FL
Clay Crawford, Baker Sterchi Cowden & Rice LLC, Kansas City, MO
10:15 a.m. Coffee Break

10:30 a.m. “Frenemies” - Insurer v. Insurer Bad Faith

Insurer versus insurer litigation is on the rise. This presentation will explore the diverging interests that can potentially converge in an insurer versus insurer litigation, including unintended consequences that should be considered before pursuing such claims and strategies for amicably resolving them without airing dirty laundry.

William Kobokovich, Travelers, Hunt Valley, MD
Wendy Stein Fulton, Mound Cotton Wollan & Greengrass, LLP, Fort Lauderdale, FL

11:30 a.m. The Policyholder Perspective

Why do policyholders win bad faith claims? Two leading policyholder lawyers will share their insights into litigation strategies and themes that succeed in bad faith cases and discuss emerging areas of bad faith exposure.

Steve DeGeorge, Robinson Bradshaw, Charlotte, NC
Fred Cunningham, Domnick Cunningham Yaffa, Palm Beach Gardens, FL

12:30 p.m. Diversity and WITL Networking Luncheon (Sheraton Charlotte Hotel)

Join the Insurance Bad Faith and Extra-Contractual Liability and Young Lawyers committee for a networking luncheon hosted by the Young Lawyer’s Diversity Equity & Inclusion and Women in the Law subcommittees to discuss effective integration methods for adding new attorneys to office culture. The luncheon is included in your registration cost.

Featured Speaker
Akya S. Rice, Trane Technologies, Charlotte, NC

1:30 p.m. DRI Cares

Click here for details on Thompson.

2:00 p.m. Litigating and Trying the Bad Faith Case

One of the nation’s leading bad faith defense lawyers will explain the strategies and techniques that have led to success in the courtroom, including telling your story, what to expect, and special concerns when the claim investigation is still ongoing.

Chris Martin, Martin, Disiere, Jefferson & Wisdom, LLP, Houston, TX

3:00 p.m. Committee Business Meeting (open to all)
3:30 p.m. Small Group Networking Opportunities

Sign up for one of these options and start building your connections and developing relationships! For more details, click on the "Networking Opportunities" tab below.

- The Mint Museum Tour
- Noda Brewing Company Brewery Tour
- Axe Throwing at Bad Axe Throwing Charlotte
6:00 p.m. Networking/Cocktail Hour
7:30 p.m. Dine-Arounds

Join colleagues and friends at selected restaurants for dinner (on your own).

Time (Eastern) Program Location
8:00 a.m. Registration and Coffee
9:00 a.m. Welcome and Announcements

Albert K. Alikin, Freeman Mathis & Gary, LLP, Los Angeles, CA

9:10 a.m. Discovery in Bad Faith Litigation

Discovery in bad faith cases can be broad and costly. This session will address frequently encountered discovery issues that arise when litigating bad faith cases, including privileges that can be asserted, navigating requests regarding other claims or policyholders, and use of institutional company documents like claims manuals and training materials.

Phil Savrin, Freeman Mathis & Gary, LLP, Atlanta, GA
Jennifer Eubanks, Canal Insurance Company, Greenville, SC

10:10 a.m. Coffee Break

10:25 a.m. In-House Perspective of Managing a Bad Faith Case

Learn how a true team effort between in-house professionals and outside counsel can lead to the successful defense of high exposure bad faith claims. This panel of in-house counsel will provide insight into the management of bad faith litigation, including what outside counsel should know and how they can most effectively defend their insurer clients against bad faith claims.

Rebecca Thornton, Teague Campbell, Raleigh, NC

Lauren Boone, Liberty Mutual Insurance, Atlanta,GA
Anndra Herzog, State Farm Insurance, Bloomington, IL
Lisa Fontana Brennan, Markel Service, Inc., Chicago, IL

11:25 a.m. Ethical Traps in the Tri-Partite Relationship

Insurers, insureds, and defense counsel often face a confusing set of crisscrossing duties and expectations. This presentation will discuss how to untangle them, including responding to time limits demands to defense counsel, navigating covered v. noncovered claims, special considerations when confronted with eroding limits policies, and much more.

Patricia Daza-Luu, Nicolaides Fink Thorpe Michaelides Sullivan, LLP, Los Angeles, CA
Doug Richmond, Aon Risk Solutions, Chicago, IL

12:25 p.m. Adjourn

Small Networking Opportunities

For all networking activities, on-site meet up will be at the hotel lobby at the start time. For more information or questions, please contact Becky Thornton.

NoDa Brewing Company
Date/Time: June 15, 2023 4:00–4:45 p.m.
Pricing: Free (beer not included)
Location: NoDa Brewing Company North End Taproom | 150 W. 32nd St, Charlotte NC

With a collective passion for home brewing and exemplary craft beer, Suzie Ford, Todd Ford, and Chad Henderson teamed up to create a craft brewing identity that would connect to and grow alongside their beloved city of Charlotte. Opened in fall of 2011, NoDa Brewing Company received a warm welcome and has since expanded to three locations (The OG, North End, and the CLT airport) and continues to be one of the crown jewels of the Queen City. Join us for a private tour of the brewery where we will be guided through the brewing process from start to finish, stopping along the way to see, feel, and smell the hops, grains, and malts that go into the beers.
Click here to register for NoDa Brewing.

Mint Museum
Date/Time: June 15, 2023 4:00–5:00 p.m.
Pricing: $15/person
Location: Mint Museum Uptown | 500 S. Tryon St., Charlotte, NC 28202

Located about 5 minutes from the hotel via Uber/Lyft or a 17 minute walk. Established in 1936 as North Carolina’s first art museum, The Mint Museum is a leading, innovative cultural institution and museum of international art and design. Join us to experience an array of American art, contemporary art, and craft and design.
Click here to register for Mint Museum.

Bad Axe Throwing Charlotte
Date/Time: June 15, 2023 4:00–5:30 p.m.
Pricing: $41.99/person (six person minimum)
Location: Bad Axe Throwing Charlotte | 350 E. 6th St Unit 1, Charlotte, NC 28202

Bad Axe Throwing is on a mission to bring the thrill of a traditional Canadian backyard pastime to urban communities. With the help of their talented axe throwing coaches, hundreds of thousands of people have been able to share our passion for throwing axes. Join us for an afternoon of fun!
Click here to register for Bad Axe Throwing.

Headquarters Hotel Information

The DRI room block at the Sheraton Charlotte Hotel/Le Méridien Hotel Complex is now sold out on select dates. Please use the link below to reserve a room outside of the DRI block at the Sheraton Charlotte Hotel/Le Méridien Hotel Complex or an available hotel nearby.

Find a Hotel to Book

CLE Information

Earn up to 9.00 hours of continuing legal education hours (CLE), including one (1) hour of Ethics from this seminar.

Insurance Bad Faith and Extra-Contractual Liability CLE by State


DRI's Insurance Bad Faith and Extra-Contractual Liability is proudly sponsored by:

Burns White Attorneys at Law
Butler Weihmuller Katz Craig
Houston Harbaugh Attorneys at Law
MGC Insurance Defense
Risk Analytics LLC Insurance Advisory & Expert Witness Services

Thank you to our Official Supporter: TBD

If you would like to contact DRI about seminar sponsorship opportunities, including pricing, or to reserve a spot, please go to Advertising and Sponsorship.

DRI Cares


Thompson Strengthening Children Families & Communitites

Join the Insurance Law Committee (and the DRI Young Lawyers Committee) for our DRI Cares Service Project. The two committees will raise funds and assemble backpacks and hygiene kits for Thompson, a leading provider of clinical and prevention services for children and families across the Carolinas. Thompson empowers children and families through therapy, education and prevention-based care. The project will take place at the seminar hotel on Thursday, June 15.

We need to raise funds for the project by May 31, 2023, in order to purchase supplies for the backpacks and hygiene kits. We will continue to raise funds for Thompson after the deadline and donate any additional funds directly to the organization. We appreciate your support!

To donate online:

  1. Click the "Donate" button or scan the QR code below.
  2. If you have an account with DRI, log in. Use the same login that you registered for this seminar.
  3. If you do not have an account with DRI, create a guest account.
  4. Select from one of the gift amounts or set your own amount. The default value is $100.
  5. Select your DRI Committee from "My SLC/Region" dropdown box.
  6. Click “Submit Donation.”
  7. The page will refresh. Click “View Cart” to checkout.
  8. Enter your credit card information and click “Submit Order” once all required information is entered.


Substantive Law Committee QR Code Foundation Contributions


NEW in 2023 – Four Additional On-Demand Programs Included With Every Seminar!

CLE Credit will be sought from every state requiring CLE hours in elimination of bias/diversity and inclusion, ethics, substance abuse/mental health, and law practice management. The CLE grid will provide updated information concerning hours that have been approved by each jurisdiction and for which credits. For states not requiring these special credits, general education credits will be sought. Access to these on-demand programs will expire 30 days after the seminar ends.

View On-Demand Library

Diversity/Elimination of Bias in the Profession

Invisible or Mixed-Visible Diversity – Combatting Bias

Often diversity programs and initiatives are focused on visible traits such as gender or race, but bias exists related to sexual orientation, gender identity, and some disabilities that are not readily visible to the eye. This panel will discuss how to address these biases and to create an environment where those with invisible or mixed-visible diversity can operate at the highest level.

Stacy Douglas, Everett Dorey LLP, Irvine, CA
Gary Howard, Bradley, Birmingham, AL
Ronna Kinsella, Glassman Wyatt Tuttle & Cox PC, Memphis, TN

Law Practice Management Credit

Succession Planning: Failing to Plan Is a Plan to Fail

Succession planning is considered one of the most pressing issues facing not only law firms but also clients. Senior partners are working into their golden years and can sometimes be reluctant to engage in a succession plan, but clients want to know that there is a plan for the transition of their work without interruption. Join us to learn:

  1. the importance of succession planning for the benefit both the law firm and its clients;
  2. how succession planning impacts retention and continuity of the firm and client relationships;
  3. how to approach the subject with senior attorneys; and
  4. strategies for implementing a successful succession plan.

Marie E. Chafe, Conn Kavanaugh, Boston, MA
Matthew Cairns, Textron Inc., Providence, RI
Elizabeth M. Brotten, Foley & Mansfield PLLP, Minneapolis, MN
Meade Hartfield, Bradley Arant, Birmingham, AL


Technology, Ethics & Remote Work: What You Need to Know Now

The Rules of Professional Conduct regarding competence and diligence require all lawyers to keep abreast of changes in technology. This webinar will provide you with tips and information on new issues related to technology and the practice of law, including the challenges of the remote work environment. You will learn the ethics and professionalism considerations when using technology in your practice and your ethical duties when it comes to “keeping abreast of changes” in technology.

Amber Garcia, Deutsch Kerrigan LLP, New Orleans, LA
Alyssa Johnson, Barron & Newberger PC, Milwaukee, WI
Clare Roubion, Louisiana Legal Ethics, LLC, Lafayette, LA

Mental Health & Attorney Wellness

Lessons for Lawyers from the Science of Well-Being

This presentation will focus on the practical steps that we can take as individuals to improve well-being, drawing on recent research from cognitive science and beginning with the preface that happiness can be learned and applied. Specifically, we will provide an evidence-based arsenal of practical tools that lawyers can apply in their own lives to improve their well-being.

Emma Ross, Goldman Ismail Tomaselli Brennan & Baum, Chicago, IL
Shayna Cook, Goldman Ismail Tomaselli Brennan & Baum, Chicago, IL

Other Information

If you have any questions or concerns regarding DRI programs, please contact DRI Customer Service at 312.795.1101 or custservice@dri.org.