2024 DRI Life, Health, Disability, and ERISA Seminar

March 20–22, 2024
Philadelphia Marriott Downtown | Philadelphia, Pennsylvania

Philadelphia skyline

Hone Your Knowledge on the Latest Legal Trends Your Clients are Facing!

Whether you think of it as the City of Brotherly Love or the Cradle of Liberty, there can be no question that Philadelphia is the perfect venue for the nation’s premier Life, Health, Disability & ERISA (LHD&E) conference. Take a selfie with Rocky and then enjoy unparalleled CLEs from some of the country’s top LHD&E practitioners before heading out to network with colleagues, old acquaintances, and new friends. There will be plenty of time to soak up the local history, check out art museums, and maybe even enjoy a famous cheesesteak in between honing your knowledge on the latest legal trends your clients are facing. This is the seminar you will not want to miss!

What You Will Learn:

  • An in-depth tutorial on prepping for and defending your client’s witnesses at deposition.
  • How to avoid ethical pitfalls with rapidly-evolving AI and other technological advances.
  • Why you should consider diversity, equity, and inclusion when building a winning litigation team and strategy.
  • The latest in health litigation, including recent mental health parity developments and class action trends.
  • What an in-house attorney expects outside counsel to know when litigating and arbitrating life insurance sales claims.
  • Which ERISA circuit splits we’d like the Supreme Court to decide.

Expand Your Network By:

  • Attending a variety of networking events. Your options for making lasting connections with your colleagues have never been better!
  • Getting involved and joining us at the Life, Health and Disability Committee Business Meeting for committee openings and opportunities.
  • Connecting over a diversity luncheon and an on-site DRI Cares community service project.

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

  • Corebridge Financial
  • Guardian Life Insurance Company
  • Lincoln Financial Group
  • New York Life Insurance Company
  • Primerica
  • Sun Life
  • Transamerica
  • The Hartford

*Subject to change

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Thank You to DRI's Life, Health, and Disability Committee Leadership

Kristina N. Holmstrom
Kristina N. Holmstrom
Program Chair
Jason James
Jason James
Program Vice Chair
Julie F. Wall
Julie F. Wall
Program Second Vice Chair
Michelle Thurber Czapski
Michelle Thurber Czapski
Committee Chair
Sarah J. Delaney
Sarah J. Delaney
Committee Vice Chair
Kyle N. Kirby
Kyle N. Kirby
Corporate Co-Vice Chair
Z. Logan Gould
Z. Logan Gould
Corporate Co-Vice Chair
Ford Stephens
Ford Stephens
Law Institute

Join the Life, Health, Disability Committee

Registration Information

Member Pricing Non-Member Pricing Non-Member Bundle ^
Onsite Registration $1,695 $2,095 $2,015
Group Registration (Non-Sponsored)** $1,095 per person $1,095 per person $1,095 per 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.

Not a DRI Member? Select the Non-Member Bundle and Save!

^ Not a DRI Member and want to save on your registration? Take advantage of the Non-Member / Trial Membership Bundle when you register for the DRI Life, Health, Disability, and ERISA Seminar. Select the bundle and get up to 9 months of membership with the membership add-on when you check out. Note: Trial membership processing can take up to 30 days from the date of purchase, please contact DRI Customer Service with any questions.

Learn more about membership at DRI and get started on your DRI journey today!

*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

Premier Networking Event
Sponsored by: Beveridge & Diamond PC, Carlton Fields PA, Ogletree Deakins Nash Smoak & Stewart PC, Robinson + Cole LLP, Sidley Austin LLP

Date: Thursday, March 21 from 6:00–8:00 p.m.
Pricing: Free when you register for the seminar (guest tickets available to purchase)
Location: Salon H at the Philadelphia Marriott Downtown

Please join us at this year’s Premier Networking Reception, where connections are forged, opportunities are unlocked, and success is within reach. After Thursday’s enriching educational content, it's time to unwind and connect with like-minded professionals. Picture yourself in a vibrant atmosphere, making meaningful connections, while savoring tasty appetizers and enjoying an open bar. Whether you prefer a refreshing mocktail or a classic cocktail, our bartenders are here to cater to your preferences. Don't miss this unparalleled opportunity to expand your professional circle, exchange ideas, and create lasting connections. Join us at the Premier Networking Event with your fellow seminar attendees and begin the journey to propel your career to new heights!

Agenda with Speakers

*Schedule and Speakers subject to change

View Schedule with Room Locations

Small Networking Opportunities

DRI LHD Women's Networking Dinner
Date: Wednesday, March 20 at 7:30 p.m.
Pricing: $150 plus applicable fees
Location: Barbuzzo, 110 S 13th St, Philadelphia, PA 19107

Calling all DRI LHD Women! Join the Legendary Leo Lagomasino as your host for our Annual LH&D Seminar Women’s Dinner on March 20 at 7:30 p.m. We will enjoy a Mediterranean feast at Barbuzzo, one of Chef Marcie Turney’s groundbreaking 13th Street restaurants she has pioneered with her partner Valerie Safran. What better way to celebrate women in the law then with a meal at one of the signature restaurants of these pioneering women entrepreneurs? Catch up with old and new friends and enjoy a great meal!
Sign Up for Women's Networking Dinner

March Madness Viewing Party
Date: Wednesday, March 20 at 9:00 p.m.
Pricing: Free
Location: Hotel Lobby at Philadelphia Marriott Downtown

Come watch the games with your fellow LHD seminar attendees. Meet in the hotel lobby to head to a local bar to watch. Exact location will be determined based on number of attendees.
Sign Up for Wednesday's Viewing Party

Reading Terminal Market Tour
Date: Thursday, March 21 from 3:30–5:30 p.m.
Pricing: $35
Location: Reading Terminal Market, 1136 Arch St, Philadelphia, PA 19107

Come explore Philadelphia's most delicious destination, the Reading Terminal Market. This two-part adventure will consist of a guided tour through the Market followed by an engaging Scavenger Hunt that will put your team's knowledge to the test.
Sign up for Reading Terminal Market Tour

Book Club
Date: Thursday, March 21 from 3:30–5:30 p.m.
Pricing: Free
Location: Room Salon GLK (5) at Philadelphia Marriott Downtown

No sign-up required! Meet in Salon GLK (5) to discuss The Fraud by Zadie Smith. It's historical fiction derived from a famous Victorian legal case.

In 1854, the twenty-five year old aristocrat Roger Tichborne, heir to an impressive fortune, died in a shipwreck ….Or did he? His mother, certain of her son's survival, advertised extensively with a tantalising reward for her son's return. Twenty years later a rough, corpulent butcher from Australia named Arthur Orton arrived in Europe and declared himself to be the long lost heir. The trial that ensued captivated the public imagination, becoming the greatest and most dramatic case of Victorian England and arguably, all of British history. The Tichborne Case forms the centrepiece of Zadie Smith's new novel The Fraud. It is a darkly comic story of intrigue and mystery, that crosses continents and encompasses the issues of race, empire and class that smouldered at the very heart of 19th century British society.

March Madness Viewing Party
Date: Thursday, March 21 from 3:30–5:30 p.m.
Pricing: Free
Location: TBD

Come watch the games with your fellow LHD seminar attendees. Meet in the hotel lobby to head to a local bar to watch. Exact location will be determined based on number of attendees. No pre-payment required, but please sign up for the viewing party below.
Sign up for Thursday's Viewing Party

Philadelphia Museum of Art & Dinner
Date: Friday, March 22 from 5:00–8:45 p.m.
Pricing: No pre-payment required; sign up required for dinner
Location: Philadelphia Museum of Art (and Stir Restaurant), 2600 Benjamin Franklin Pkwy, Philadelphia, PA 19130

If your travel plans keep you in Philadelphia after the conference concludes, head over to the Philadelphia Museum of Art for "pay what you wish" Friday nights. Check out the famous Rocky statute (at the bottom of the main staircase) before you head up the famed staircase. The museum is open until 8:45 p.m. on Friday. If you're interested, please email or text Kristina Holmstrom or 480.225.6131 so we can all connect about specific meet-up plans.

We also have a reservation at Stir Restaurant (on site) for six people at 7:00 p.m. No pre-payment required, but please sign up for dinner below.
Sign up for Friday's Dinner

Headquarters Hotel Information

The seminar will take place at Philadelphia Marriott Downtown, 1201 Market Street, Philadelphia, PA 19107.
To contact the hotel directly, call 215-625-2900.

The DRI room block at the Philadelphia Marriott Downtown is now closed. Please use the link below to reserve a room at a nearby available hotel.

Alternative Hotels

If you are planning on attending the seminar and have not secured a hotel reservation, search for hotel availability via our trusted partner aRes Travel**. Book online or call 1-800-559-3186 for assistance; for International callers 1-619-546-5773

**aRes Travel is a third-party travel planner. Rates, deposits, and cancellation policies may vary and are the responsibility of the guest. Questions on hotel policies or payments made on aRes website should be directed to the aRes Reservation Center or to the hotel directly.

CLE Information

Earn up to 9.75 hours of continuing legal education hours (CLE) From this seminar.

View CLE Credit by State

In some states that charge late CLE submission fees, there will be a $100 late fee to report CLE credits submitted more than 30 days after a seminar/virtual event. Click the button below for more details.

CLE Late Fees

CLE on the GO

Date: Thursday, March 21 from 3:30–4:30 p.m. EDT
CLE credit: 1.0

Grab your cell phone, put on your walking shoes, and join fellow attendees for a chance to earn CLE while exploring some of the fabulous local sights of Philadelphia. This session will feature discussions by various DRI substantive law committees with local historical landmarks serving as the starting point for some of the hot legal issues of the day! If your schedule does not permit you to participate in this activity on Thursday afternoon, you may do it at your leisure on your own while in Philadelphia, or even from home. This event offers on-demand CLE credit in jurisdictions where it was approved.

See the CLE grid closer to the seminar to see if your state has approved credit. Please note if you participated in CLE on the GO during the 2023 Annual Meeting, you would not receive CLE credit for this session.


DRI's Life, Health, Disability, and ERISA Seminar is proudly sponsored by:

Bodman Attorneys & Counselors
Bradley Burke Williams & Sorensen LLP Carlton Fields Celebrating 120 Years
CM&N Chittenden Murday & Novotny LLC Faegre Drinker
Funk & Bolton Gordon & Rees Scully Mansukhani
Hinshaw CulbertsonLathrop GPM
Manatt logoMaynard Nexsen
Nawrocki Smith Certified Public Accountants & Business Consultants Nelson Mullins
NJL Nilan Johnson Lewis Ogletree Deakins Rumberger | Kirk Robinson + Cole Saul Ewing LLP logo Troutman Pepper Wilson Elser

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

Blessings in a Backpack

Blessings in a Backpack Who Will Feed the Kids this Weekend?

Please join us in supporting Blessings in a Backpack, an organization that mobilizes communities, individuals, and resources to provide food on the weekends for school-aged children across America who might otherwise go hungry. Seminar attendees will have the opportunity to fill bags of food on the way to the joint networking lunch on Thursday, March 21. Feeding a child before you feed yourself is a wonderful way to support children and families in the Philadelphia community.

Donate to Blessings in a Backpack

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.