2023 DRI Fidelity and Surety Roundtable

March 10, 2023 | Chicago, Illinois

Chicago skyline

Join us at the Roundtable in Chicago!

The Fidelity and Surety Roundtable focuses exclusively on important legal issues involving fidelity and surety claims and litigation. A portion of our program is dedicated to addressing ethical dilemmas faced by claims handlers when dealing with settlement and related issues. The size of the seminar encourages lively group participation from the many surety company representatives and attorneys who attend.

This event will be held at Fairmont Chicago Millennium Park. View registration information here.

What You Will Learn:

  • How and When to Identify and Intervene in Problematic Principal Claim Settlement Negotiations
  • How Allegations of Fraud Can Play in Surety Claims
  • Key Considerations in Handling Fidelity & Cyber Claims
  • The Nuts and Bolts of a Surety Takeover

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Thank You to DRI's Fidelity and Surety Committee Leadership

Eric G.  Korphage
Eric G. Korphage
Program Chair
Michael J. Weber
Michael J. Weber
Committee Chair
Aaron G. Weishaar
Aaron G. Weishaar
Committee Vice Chair
Howard A. Merten
Howard A. Merten
Board Liaison

Join the Fidelity and Surety Committee

Registration Information

  Member Pricing Non-Member Pricing
Regular Registration* $395 $695
In-House Counsel and Claims Professionals DRI members who are in-house counsel or claims professionals are eligible for free seminar registration. You will receive the applicable rate for the seminar upon login. If the correct rate does not appear after logging in, please call DRI directly at (312) 795-1101 to receive the discounted rate. Click here to learn more about In-house Counsel and Claims Executive Initiatives for DRI Seminars.

*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

Printing is supported on Windows, iOS and macOS. To save this page as a PDF, click on the "Print Agenda" button and under printer destination select "Save as PDF" or "Print to PDF". For Android devices, some browsers do not support printing.

Thursday, March 9, 2023

Time (Central) Program Room
TBD Networking Dinner

More details to come.

Friday, March 10, 2023

Time (Central) Program Location
7:00 a.m. Registration and Coffee Service
8:00 a.m. Welcome and Introductions

Program Co-Chairs
Eric G. Korphage, White and Williams, LLP
Joshua M. Pantesco, Travelers, Hartford, CT

8:10 a.m. 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 Oldenkamp, CNA Surety, Chicago, IL
Michael W. Spinelli, Cashin Spinelli & Ferretti, LLC, Hauppauge, NY

9:10 a.m. 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. Gilliss, White and Williams, LLP, Baltimore, MD
Bruce Kahn, Berkley Surety Group, New York, NY
Michael J. Hurley, Berkley Surety Group, New York, NY

10:10 a.m. Coffee Break
10:30 a.m. 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

11:30 a.m. 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

12:30 p.m. Closing Remarks and Adjourn
12:40 p.m. Networking Event (off-site)

Headquarters Hotel Information

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.

CLE Information

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:

Bradley Bradley Bradley Bradley

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.

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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.