Event Date

September 22nd, beginning at 2:45pm

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Special thanks to our event sponsor:

PLAN Contact

Kimbelry LaBounty
Professional Liability Attorney Network
Phone: 630.832.7526 
Email: KLaBounty@PLANattorney.org

Event Location

230 Fifth (rooftop)
230 5th Avenue, New York

Visit the PLAN Website: www.planattorney.org

PLAN Early Careerists Program
September 22, 2022

Join the members of PLAN for education & networking
with insurance industry colleagues prior to the
Rooftop Reception that evening.

Program Agenda (all sessions held at 230 Fifth)

Program Chairs: Amanda Bryan of Bullivant Houser; Shavonne Smith of Thornton Firm; and William Thomas of Starr Butler Alexopoulos & Stoner PLLC 

2:45 pm          
Registration, Snacks

3:05 pm - 3:15 pm          
Welcome & Opening Remarks

3:15 pm - 4:15 pm         
Three's Company: How to Navigate the Legal and Ethical Bounds of the Tripartite Relationship between Carriers, Insureds and Defense Counsel 
Moderator: Taylor Stanley of Turner Padget
Panelists: Lauren Ehrlich of Nationwide; Mitchell Levshits of Markel; Taylor Knight of Reminger Co., LPA and Christos Moutousis of Chubb

Description: The tripartite relationship exists between an insurer, its insured, and defense counsel retained by the insurer. The tripartite relationship is a unique situation that every claims representative and insurance-appointed counsel must be familiar with in order to properly and ethically represent an insured client. This presentation will explore multiple aspects of the relationship, including privilege issues, coverage matters, potential conflicts of interest, and the practical impacts and concerns that arise during insurance defense litigation. 

4:15 pm - 4:30 pm

4:30 pm - 5:30 pm          
Talk to Me: Advanced Tips and Tricks for Reporting
Moderator: Justin Levine of Cole, Scott & Kissane, P.A.
Panelists: Rebecca DuBoff of AXIS Capital; Theresa Panensky of Willis Towers Watson; and Jocelin Singer of CNA
Description: From the initial case evaluation to final settlement authority, effective and efficient resolution of any matter is only possible if budgets, reports, and updates are clear and accurate.  Several years into practicing, what can an attorney do to draft more effective and concise reports?  And how a claims adjuster move beyond ticklers and templates to achieve the best outcome? Join us to learn advanced tips and tricks to improve the value, efficiency and accuracy of vital attorney-carrier communications. 

5:30 pm                          
Adjourn to PLAN Rooftop Reception for Cocktails, Hors D'oeuvres and Networking!

Register Now!

Registration is FREE and OPEN ONLY to insurance industry professionals.