||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.
Agenda with Speakers
*Schedule and Speakers subject to change
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Thursday, March 9, 2023
More details to come.
Friday, March 10, 2023
||Registration and Coffee Service
||Welcome and Introductions
Eric G. Korphage, White and Williams, LLP
Joshua M. Pantesco, Travelers, Hartford, CT
||How and When to Identify and Intervene in Problematic Principal Claim Settlement Negotiations
This presentation will discuss preventive and reactionary measures, rights and obligations, and examples of when Bonded Contractors fail or refuse to negotiate claims or payables exposures in good faith, in the Surety’s best interests, and/or in accordance with fair claims settlement practices.
Krysta K. Gumbiner, Dinsmore & Shohl, LLP, Chicago, IL
Daniel Oldencamp, CNA Surety, Chicago, IL
Michael W. Spinelli, Cashin Spinelli & Ferretti, LLC, Hauppauge, NY
||Badges of Fraud: How Allegations of Fraud Can Play in Surety Claims
From MBE, prevailing wage, and PPP compliance fraud, through indemnity enforcement and bankruptcy, a high-level discussion of how fraud in its various and sundry forms can influence or affect claims handling tactics, strategies, and outcomes.
David D. Gillis, White and Williams, LLP, Towson, MD
Bruce Kahn, Berkley Surety Group, New York, NY
||Key Considerations in Handling Fidelity & Cyber Claims
Claims handling regulations vary from state to state. It’s important to be familiar with the applicable regulations and understand the interplay between the regulations and bad faith. Different state laws and regulations also impact cyber claims, including the handling of ransomware claims and extortion payments, as well as claims for violation of privacy rights.
Susan Koehler Sullivan, Clyde & Co., Los Angeles, CA
Joseph P. Quinn, Willis Americas Administration, Inc., St. Louis, MO
||The Nuts and Bolts of a Surety Takeover
A discussion of several options facing a surety upon a default of the principal with an emphasis on the tender and takeover options. The presentation will review the important considerations for each and focus on the takeover option including a discussion of the key considerations, including the early choice of a completion contractor, ratification of subcontractors and suppliers and the key provisions in those agreements.
Cornelius F. Riordan, Robbins DiMonte, Ltd., Chicago, IL
Joshua M. Pantesco,Travelers, Hartford, CT
||Closing Remarks and Adjourn
||Networking Event (off-site)
A limited number of discounted hotel rooms have been made available at the Fairmont Chicago Millennium Park, 200 North Columbus Drive, Chicago, IL 60601. Take advantage of the group rate of $159.00 Single/Double in one of two ways:
The hotel block is limited, and rooms and rates are available on a first-come, first-served basis. You must make reservations by February 7, 2023, to be eligible for the hotel’s group rate. Requests for reservations made after February 7, 2023, are subject to room and rate availability. A small portion of your room rate offsets the costs of the seminar.
Earn up to 4.00 hours of continuing legal education hours from this seminar.
Fidelity and Surety CLE by State
DRI's Seminar is proudly sponsored by:
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.
NEW in 2023 – 4 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.
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:
- the importance of succession planning for the benefit both the law firm and its clients;
- how succession planning impacts retention and continuity of the firm and client relationships;
- how to approach the subject with senior attorneys; and
- strategies for implementing a successful succession plan.
Marie Chafe, Conn Kavanaugh, Boston, MA
Ethics: 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