Carisa Carbonaro
Professional Liability Attorney Network
630.832.7526 (PLAN)


March 21st, 2019 from 8:30 AM to 11:30 AM EST 

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Hartford Marriott Downtown
Hartford, CT
Driving Directions

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Join the members of PLAN at their morning program March 21st and then watch some college basketball!

Program Agenda:

Program Chairs:   Suzanne Bruss of Franke Schultz & Mullen PC and David Schooler of Briggs & Morgan, P. A.

*Times are subject to slight changes based on March Madness basketball schedule 

9:30am – 10:10am           Registration & Breakfast

10:10am – 10:15am          Opening Remarks

10:15am – 11:15am          General Session: Pardon the Interruption  

Description: Pardon the Interruption is a popular ESPN show that involves a moderator and multiple speakers commenting on topics in five minute increments.  This seminar will include five minute segments on Me Too, the Equal Pay Act, employer’s social media, confidentiality of workplace investigations, enforceability of non-compete agreements, website compliance, arbitration agreements, medical marijuana, biometric information, state based sick leave acts, and EEOC visits.  The presenters will set up the topics and provide the general case law and discuss how recent legal developments and trends present risks to the employer and best practices to prevent those risks.

11:15am – 11:30am          Break


11:30am - 12:30pm           Option A: Maintaining Attorney-Client Privilege in Internal                                                             Investigations

Description: The This will be an ethics presentation for claims handlers and attorneys in the context of professional liability or employment practices claims.  We intend to discuss the applicability of the attorney-client privilege during internal investigations by attorneys, compliance with wiretapping laws, and other ethical issues that arise during claim investigation.  We intend to have a panel of at least two attorneys and one claims professional who will address various hypotheticals and discuss an overview of the attorney-client privilege, the ethical rules regarding the duty to maintain confidentiality, the work-product doctrine, how these privileges can be maintained during an investigation, and when the insured may want to waive the privileges.

11:30am - 12:30pm          Option B: Time Limit Demands and Bad Faith Liability

Description: How do time limit demands present risks to carriers when defending third party liability claims?  How can a carrier best respond to a time limit demand and demonstrate that the claim was responded to diligently, reasonably, and fairly?  This seminar will provide tools and information to respond to time limit demands and help minimize the risk of an action for bad faith.  The moderator will set-up the topics and provide the general case law, and the panel will discuss what actions can be taken to help protect the company in the event of a bad faith claim. 

12:30pm – 12:45pm         Closing Remarks   

12:45pm                           Those attending March Madness Session 1 (Thursday afternoon                                                    games)will go to the XL Center; those not attending Session 1                                                      basketball games are welcome to stay for lunch.

7:00pm (estimated)         Session 2 March Madness basketball games

Saturday afternoon         Session 3 March Madness basketball games (exact time TBD)  


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Registration is FREE and OPEN ONLY to insurance industry professionals.