Join PIAA in a program designed exclusively for everyone who needs to

2014 FALL Corporate Counsel Brochure_Layout 1 10/1/14 12:30 PM Page 2
Corporate Counsel
Workshop
NETWORKING LUNCHEON
SPONSORED BY
October 16–17, 2014
Fairmont Hotel Vancouver
Vancouver, Canada
For
get
You
rP
ass
por
t!
Note: Workshop is open to PIAA members only.
Don
’t
Register by September 12 and Save $100!
✁
Join PIAA in a program
designed exclusively for
everyone who needs to
know the latest about the
legal issues that matter to
MPL insurers!
2014 FALL Corporate Counsel Brochure_Layout 1 10/1/14 12:30 PM Page 3
Join PIAA and
Your Colleagues
at the 2014
Corporate Counsel
Workshop!
he PIAA Corporate Counsel
Workshop will be held at the
Fairmont Hotel in Vancouver,
Canada, October 16–17, 2014.
The goal of the workshop is to
provide attendees with information that will help them work
more effectively in PIAA companies. This workshop is recommended for corporate attorneys,
legal staff, and company physician leaders who want to stay on
top of the legal issues that impact
MPL insurers.
T
Majestic Vancouver
W
ith its scenic views, mild climate, and friendly people, Vancouver is one of the most beautiful cities in the world and a very popular
tourist destination. Vancouver boasts majestic mountains, a sparkling ocean, rainforests, and beautiful foliage through all four seasons. Its citizens take great pride in its welcoming, clean, safe streets—day or night, all year round. Catering to any interest
throughout the year, Vancouver offers visitors world-class shopping, gourmet meals, outstanding live entertainment, sporting events, theater,
outdoor adventure, and spectacular sights and attractions. The city also is one of the most ethnically and linguistically diverse cities in
Canada, with 52% of the population speaking a first language other
than English. Vancouver has been host to many international conferences and events, including the 2010 Winter Olympics and 2010
Continuing Education
Winter Paralympics.
The delivery method for all sessions is group live. Credit certification for
individual sessions may vary dependent upon the terms of compliance
and conflict of interest issues and resolution. Continuing Education
credits issued for participation in the CE activity may not apply toward
license renewal in all states. It is the responsibility of each participant
to verify the requirements of his/her state licensing board(s). The Corporate Counsel Workshop program content is designed for intermediate
and advanced levels. Advance preparation is not necessary for any attendee. For all inquiries regarding continuing education, including
complaints and administrative policy, please contact Bill Burgess at
301.947.9000, ext. 236 or bburgess@piaa.us. PIAA is an accredited
provider of the following CE programs. Please review this information
to be aware of all terms and conditions.
2014 FALL Corporate Counsel Brochure_Layout 1 10/1/14 12:30 PM Page 4
2014 PIAA Corporate Counsel Workshop Agenda
Thursday, October 16, 2014
Learning Objectives:
Based on the content of this workshop, insurance industry, physician, and other
healthcare-provider learners will be able to:
■ Use their MPL providers and PIAA as resources for best business practices.
7:45–8:15 a.m.
Registration and Continental
Breakfast
■ Assess exposures to maintain insurability and reduce losses.
■ Develop practical, effective strategies to improve healthcare delivery and ensure
patient safety.
■ Perform a gap analysis to improve business processes and risk management initiatives.
8:15–8:30 a.m.
Introductory Remarks and
Introduction of Attendees
■ Understand best-practice trends in healthcare delivery and MPL-related business
services to address challenges and make improvements.
Devin O’Brien, JD, Chair, PIAA
Corporate Counsel Section
■ Develop relevant, effective ethics and compliance programs to fulfill fiduciary
responsibilities.
8:30–9:45 a.m.
What to Do When the Government
Knocks on Your Door?
Amy E. Hutchens, JD, CCEP,
President, CLEAResources, LLC
Many companies have been subject to potentially alarming “visits” from a representative
from a federal or state agency (i.e., U.S. Immigrations and Customs Enforcement, FBI, etc.).
This program will provide tips on how to prepare for this event, and will provide practical
details on how to avoid particular compliance
pitfalls. Recently, government agencies have
stepped up the pace of investigations in many
areas (EEOC, wage and hour laws, and immigration, among others). The best way to be
prepared for that “knock on the door” is to do
the necessary preparation work ahead of time.
Attendees will develop insight into how to respond when a government agent appears at
the door and how to train staff to react to government inquires calmly, and in a manner that
will not put the company in legal jeopardy.
Continuing Medical
Education
Continuing Education
for Dentists
PIAA is accredited by the Accreditation Council for Continuing Medical Education to provide
continuing medical education for
physicians. PIAA designates this
live activity for a maximum of 9.75
AMA PRA Category 1 Credit(s)™.
Physicians should claim only the
credit commensurate with the
extent of their participation in
the activity.
PIAA is an ADA CERP-recognized
provider. ADA CERP is a service of
the American Dental Association to
assist dental professionals in identifying quality providers of continuing dental education. ADA CERP
does not approve or endorse individual courses or instructors, nor
does it imply acceptance of credit
hours by boards of dentistry. PIAA
designates this activity for 9.75
continuing education credits. Concerns or complaints about a CE
provider may be directed to the
provider or to ADA CERP at
www.ada.org/cerp.
Continuing Professional
Education
PIAA is registered with the National
Association of State Boards of Accountancy (NASBA) as a sponsor of
continuing professional education
on the National Registry of CPE
Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for
CPE credit. Complaints regarding
registered sponsors may be submitted to the National Registry of CPE
Sponsors through its website:
www.learningmarket.org. PIAA designates this activity for up to 11.50
hours of CPE credit. For CPE credits
through NASBA, the Corporate
Counsel Workshop has a prerequisite of two years of industry knowledge or comparable training and/or
education. The recommended field
of study is business management
and organization.
2014 FALL Corporate Counsel Brochure_Layout 1 10/1/14 12:31 PM Page 5
2014 PIAA Corporate Counsel Workshop Agenda
“
Best Corporate Counsel
Workshop yet.
Well organized,
well run, and
informative.
“
Past Attendee
9:45–10:00 a.m.
Refreshment Break
10:00–11:15 a.m.
Working With Other Insurers in the
Claims Process: Cooperation,
Rights, Obligations, and Strategy
Scott H. Beckman, JD, Vice President
of Claims, ISMIE Mutual Insurance
Company
J. Kent Mathewson, JD, Partner,
Donohue Brown Mathewson & Smyth
LLC
More than one MPL carrier or other insurer
may become involved in a lawsuit. The big issues are cooperation, the rights and obligations
of the various parties and insurers, and the
overall strategy. This session will discuss several
scenarios for collaboration among MPL and
other insurance companies. One example: an
insured has both first-dollar coverage from a
hospital and private coverage for an MPL claim
(i.e., both are primary coverage). Another example: a “hybrid” claim from a patient injured
during an office visit; the loss could be MPL or
general liability/slip and fall. Participants will
gain insight into how to work with “other” insurers on a claim, including excess insurers,
risk retention groups, captives, and self-insureds, as well as the best approaches for collaborating with other MPL insurers when
appropriate.
11:15 a.m.–12:15 p.m.
12:15–1:30 p.m.
Breach Response and Other IT
Headaches: You Need Answers to
These 10 Questions
Networking Luncheon
Steve Martinez, Managing Director,
Stroz Friedberg
Attendees will leave this session with answers—actionable items—that can immediately improve their company’s position when
the inevitable “event” occurs. The presenters
will adress several problem scenarios involving
information technology, including: What can I
do now to prepare for a data breach or other
IT event? What aspects of my IT operation
should I be most concerned about? What can I
do now so that my company is seen in the best
possible light, given the virtual inevitability of
a breach event or other IT headache? What
mistakes have others made that my company
can avoid? At the conclusion of this session,
participants will be able to take back to their
companies one or more specific proposals to
prepare the companies for an IT event and
also to perform an accurate assessment of
their own readiness for an IT event and, on
that basis, address any shortcomings in their
current operations.
Sponsored by Duane Morris
1:30–2:45 p.m.
Reinsurers: What’s Shaping Their
World and What Worries Them
Todd Mockler, Managing Director,
Guy Carpenter
What current issues are most troubling to reinsurers? Is there anything dire enough to keep
them up at night? Attendees will be provided
an in-depth look at the answers to these questions, and, more generally, learn about the outlook for the MPL reinsurance market. They
will get an informed prediction for where rates
for MPL reinsurance are headed. The speaker
will explore the new reinsurance products and
coverages now on the market, and discuss
whether MPL companies should be learning
about them, and perhaps purchasing them. At
the conclusion of this session, participants will
be able to take back to their companies new
knowledge and fresh insights on the current
status of the MPL reinsurance market. In addition, attendees will develop the knowledge
necessary to take a fresh look at their reinsurance program, and conduct an informed evaluation of the current options now available in
the market.
2014 FALL Corporate Counsel Brochure_Layout 1 10/3/14 10:33 AM Page 6
8:30–9:45 a.m.
Alternative Risk Mechanisms–Recent Developments in the Industry
Past Attendee
6:30–9:00 p.m.
ECO/XPL and the Mega-Verdict:
Is This the New Normal?
Dinner
Is the “mega-verdict” a real phenomenon—an
emerging trend? Is severity in big MPL awards
really changing? Attendees will find out what
their companies can do to identify and head
off these verdicts, instead of capitulating and
writing a big check every time. They will learn
what these cases have in common, and how to
spot one up front, before the jury returns a verdict. Participants also find out the particular
steps your company can take to mitigate the
risk of a mega-verdict risk. Perhaps reinsurance isn’t the only answer. Learn about the
other alternatives. At the conclusion of this
session, participants will have gained important insights into the challenges associated
with mega-verdicts. They will know what steps
they can take to recognize claims that may be
linked with this risk and how to reduce it.
They will also be armed with new strategies
for dealing effectively with the exposure to
mega-verdicts.
4:00–4:15 p.m.
Refreshment Break
4:15–5:30 p.m.
Topical Group Discussion
Moderator: Devin O’Brien, JD, Senior
Counsel, The Doctors Company
This session is dedicated to a wide range of possible issues—whatever topics are of greatest
concern to the room’s attendees. They may include, for example, updates on what is happening with tort reform in the various states, recent
experience with some generally obscure insurance laws, or specific cases or legal issues that
may serve as precedents or be of special interest
to other attendees, because of their potential
impact. This session format will be a perfect
springboard for some interesting discussion
and debate.
Paid Guests Welcome
Friday, October 17, 2014
8:00–8:30 a.m.
Breakfast
“
2:45–4:00 p.m.
Dominica C. Anderson, Partner,
Duane Morris LLP
“
Great topics.
Great speakers.
Great opportunity to meet
with colleagues.
Will definitely
attend next
year.
Michael L. Barrington, Esq.,
Corporate Counsel, CRICO
Dominic A. Colaizzo, Chairman –
National Health Care Practice, Aon
Risk Solutions
This session will provide an in-depth look at
the current state of alternative risk mechanisms (ARMs), including captives, risk retention groups, etc. The speaker will provide
detailed information on the current state of
ARMs within the overall insurance industry, as
well as the challenges such entities face in the
current legal and regulatory environment. Finally, the speaker will provide predictions on
what the near-term future holds in store for
ARMs. Attendees of this session will gain further understanding of the role ARMs are playing in the MPL market, and how those roles
will affect their companies going forward. At
the conclusion of this session attendees will
also be able to assess what, if any, changes
their companies may need to make to address
changes in the insurance environment resulting from ARMs.
9:45–10:00 a.m.
For many professionals, trying to balance career and personal goals can be a daunting
challenge. Some find themselves in some respects unsatisfied with their current life’s
path, some wonder if there is more to be had
from life, and still others just wish they could
somehow do a better job in blending the
multiple aspects of their lives into a coherent and focused whole. In this session, attendees will begin an exciting transformation: it
will help them focus, and at the same time
maximize, their effectiveness in the multiple
areas of life. Participants will learn a proven
approach to creating value from the time
that is available to them, and uncover insights about themselves that may be propelling them forward—or holding them
back. This session is based on the work by
Dr. Stephen Covey and his best-selling books
The 7 Habits of Highly Effective People and
First Things First.
11:15 a.m.
Adjourn
Refreshment Break
10:00–11:15 a.m.
First Things First: Using the 7
Habits of Highly Effective People to
Maximize Personal and Professional Effectiveness
David Kinard, PCM, Vice President,
Business Development, Physicians
Insurance A Mutual Company
Please note:
Faculty profiles can be found on the PIAA
Corporate Counsel Presentation Website prior
to the workshop. Profiles will also be available
on-site.
2014 FALL Corporate Counsel Brochure_Layout 1 10/1/14 12:31 PM Page 7
Workshop
Location
General Information
Fairmont Hotel Vancouver
900 West Georgia Street
Vancouver, BC V6C 2W6
Canada
604.684.3131
meeting registration function. You also may
register for the PIAA Corporate Counsel Workshop by faxing, e-mailing, or mailing your
registration form as specified below.
otel accommodations are available for
PIAA Corporate Counsel Workshop participants at the Fairmont Hotel Vancouver. The PIAA special discounted hotel room
rate is $209 (CAD) per night (plus a 12% harmonized sales tax, 2% municipal room tax,
and 1.5% Vancouver destination marketing fee
per room per night). Early reservations are
strongly advised. The PIAA discounted hotel
room rates are available on a first-come, firstserved basis and may sell out at any time.
Please note that the discounted hotel room
rate may not be eligible for nights before or
after the PIAA Corporate Counsel Workshop
dates. Arrangements for accommodations
must be made directly through the hotel no
later than Friday, September 12, 2014. Reservations made after Friday, September 12, 2014
are on a space and rate availability basis only.
To make reservations, please call the hotel at
604.684.3131 and reference the PIAA Workshop. Reservations can also be made online
using: https://resweb.passkey.com/go/2014piaa.
H
Registration Deadline for
Discounted Rate—
Friday, September 12, 2014
Workshop registration is required for all participants. The registration fee for the PIAA Corporate Counsel Workshop is $895 for Regular
and Industry Associate members and Premium-Level Affiliate Partners. The fee is
$1,095 for Advantage-Level Affiliate Partners
and Defense Law Firm Partners. All registrations must be submitted or postmarked on or
before Friday, September 12, 2014. For all registrations submitted or postmarked after that
date, the registration fee increases by $100.
Online Registration
To register online for the 2014 Corporate Counsel Workshop, go to the PIAA website at
www.piaa.us and click on the “Events” tab on
the homepage. Note: You must complete the
one-time website registration process in order
to login as a PIAA member and use the online
By Fax
Please fax completed registration forms to
301.527.0410
By E-mail
Please e-mail scanned and completed
registrations to PIAAMeetings@piaa.us
By Mail
Mail completed registration forms to:
2014 PIAA Corporate Counsel Workshop
2275 Research Blvd., Suite 250
Rockville, MD 20850
An e-mail confirmation will be sent to you
within three business days of receipt.
Registration for the PIAA Corporate Counsel
Workshop is restricted to Board members
and employees of PIAA member companies
and their subsidiaries.
Workshop Materials
For your convenience, session presentation
materials and faculty profiles will be available on the PIAA Corporate Counsel Workshop Presentation Website at least one week
prior to the Workshop. Printed copies of the
presentations will not be available at the
workshop. All paid registrants will receive
login and password information via e-mail to
access these materials.
Refund and Cancellation Policy
All requests must be made in writing and
sent via fax, e-mail, or mail to PIAA. Those
who request a refund on or before Friday,
September 12, 2014 will receive a refund of
75%. Due to contractual commitments, all
registrations and cancellations received
after Friday, September 12, 2014 including all no-shows are not eligible for a refund. However, substitutions are permitted
with notice. For additional information regarding the refund or cancellation policy,
please contact the PIAA Meetings Department at 301.947.9000.
Workshop Attire
The dress code for all PIAA workshops is
business casual. October weather in Vancouver averages a daytime high in the mid 50’s,
with nighttime lows in the mid 40’s.
Travel Information
The Fairmont Hotel Vancouver is located
approximately 7.5 miles from Vancouver International Airport (YVR). Taxi service is approximately $35 one way between the airport
and hotel.
Americans with Disabilities
Act (ADA)
If you have any special needs as identified in
the ADA that require specific aids or services, please submit comments on the registration form. You may also notify the PIAA
Meetings Department by phone at
301.947.9000 or via e-mail at PIAAMeetings@piaa.us prior to the workshop.
2014 FALL Corporate Counsel Brochure_Layout 1 10/1/14 12:31 PM Page 8
PIAA Affiliate Partners
PIAA thanks all Affiliate Partners for their continuing support of our educational programs:
Premium Affiliate Partners:
Advantage Affiliate Partners:
Amlin plc
Aon Benfield
Berkley Re America, LLC
BMS Group
Deloitte Consulting, LLP
Deutsche Asset & Wealth Management
Ernst & Young, LLP
Freeman Enterprises
General Reinsurance Corporation
The Jacobson Group
JLT Towers Reinsurance Brokers Ltd
Johnson Lambert LLP
Linda Crawford & Associates
Medical Risk Management, Inc.
Mesa Medical Insurance Agency
Michael Maglaras & Company
Milliman, Inc.
Oliver Wyman Actuarial Consulting, Inc.
Pinnacle Actuarial Resources, Inc.
Platinum Underwriters Reinsurance, Inc.
SAVE THE DATE!
Prime Advisors, Inc.
Professional Risk Associates, Inc.
ReSource Intermediaries, Inc.
SCOR Reinsurance
Total Compensation Solutions, LLC
TPC International LLC
Transatlantic Reinsurance Company
Wells Fargo Asset Management
Willis Re Inc.
2014 FALL Corporate Counsel Brochure_Layout 1 10/1/14 12:28 PM Page 1
To register, complete all information requested below. For multiple registrations, you may photocopy this form.
A separate form must be completed for each meeting registrant.
Full Name _______________________________________________________________________________________________________
First Name for Badge________________________________________________________________________________________________
Professional Designation (i.e. MD, JD, CPA, etc.) ___________________________________________________________________________
Company ________________________________________________________________________________________________________
Title ____________________________________________________________________________________________________________
*Registration is restricted to Board members and employees of PIAA member companies and their subsidiaries and Affiliate Partners.
My relationship with the member company listed above is the following:
❑ Employee
❑ Board Member
❑ Consultant
❑ Other
Mailing Address__________________________________________________________________________________________________
City, State, Zip ___________________________________________________________________________________________________
Country_________________________________________________ Telephone ______________________________________________
E-mail Address___________________________________________________________________________________________________
Additional e-mail address for registration confirmation _____________________________________________________________________
Note: Confirmation will be provided by e-mail within three business days of receipt of registration.
Regular or
Affiliate Partner
Affiliate Partner Advantage/
Registration Fee (please check one)
Industry Associate
Premium
Defense Law Firms
Discounted Rate
(postmarked or submitted by 9/12/14 with payment included)
❑ $895
❑ $895
❑ $1,095
Regular Rate
(postmarked or submitted after 9/12/14 with payment included)
❑ $995
❑ $995
❑ $1,195
Registrants who register after September 12, 2014 may not appear on the attendee list.
Guest Fee ❑ $110 Name for badge_________________________________________________________________________________
❑ Vegetarian
❑ Food Allergies__________________________________________________________________________________
Emergency Contact _________________________________________ Telephone ____________________________________________
❑ Check this box if you wish to have your phone/e-mail withheld from the workshop attendee list.
Payment Information
Hotel Reservations:
Total Amount Due $ _____________________________________
❑ Check (make payable to PIAA, and reference the 2014 Corporate
Counsel Workshop)
❑ Visa ❑ MasterCard ❑ American Express
Name on Card _________________________________________
Fairmont Hotel Vancover
900 West Georgia Street
Vancover, BC V6C 2W6
Canada
Reservations: 604.684.3131
Credit Card Number _____________________________________
The PIAA discounted rate is $209 (CAD) per night (plus a 12% harmonized sales tax, 2% municipal room tax, and 1.5% Vancouver
destination marketing fee per room per night). To make reservations,
please call the hotel by Friday, September 12, 2014, and reference
PIAA.
Expiration Date ________________________________________
Signature _____________________________________________
Cancellation Policy
All requests for refunds must be made in writing and sent via fax,
e-mail, or mail to PIAA. Requests made on or before Friday,
September 12, 2014, will receive a 75% refund. Due to contractual
commitments, cancellations received after Friday, September 12,
2014, including all no-shows, will not be eligible for a
refund. However, substitutions are permitted with notice.
Four Easy Ways
to Register:
1. Online
www.piaa.us
Americans with Disabilities Act (ADA)
If you have any special needs as identified in the ADA that require
specific aids or services, please notify PIAA by phone at 301.947.9000
or via e-mail at PIAAMeetings@piaa.us prior to the Workkshop.
Comments:____________________________________________
_____________________________________________________
_____________________________________________________
2. E-mail
PIAAMeetings@piaa.us
3. Fax
301.527.0410
4. Mail
2014 PIAA Corporate Counsel Workshop
2275 Research Blvd., Suite 250
Rockville, MD 20850
Register by September 12 and Save $100!
✁
2014 PIAA Corporate Counsel Workshop
Attendee Registration Form