The Latest NESFCC Invitation

This is Your Invitation to Attend the
LOCATION:
Tropicana Casino and Resort
Brighton & the Boardwalk
Atlantic City, NJ 08401
ROOM RESERVATIONS:
Tropicana Casino and Resort - (800-247-8767) $ 78.00 / Night + tax. 9/21 and 9/22
and $150.00 for 9/23. Although reservations must be made no later than Tuesday,
August 30, 2016, we suggest you make your reservations as soon as possible. Be sure
to emphasize that you are attending the Northeast Surety and Fidelity Claims Conference
when making your reservations.
WHEN/TIME:
Wednesday, September 21, 2016
Welcome Reception 6:00 PM - 7:30 PM with Dinner 7:30 PM - 10:00 PM
Thursday, September 22, 2016
Registration and Breakfast Buffet - 8:00 AM - 9:00 AM
Fidelity & Surety Joint Program - 9:00 AM - Noon
Fidelity Breakout Session - 1:30 PM - 4:15 PM
Surety Breakout Session - 1:15 PM - 5:00 PM
Cocktails Reception - 5:00 PM - 6:30 PM
Dinner - 6:30 PM - 8:30 PM
Friday, September 23, 2016
Continental Breakfast - 8:00 - 8:30 AM
Surety Bankruptcy Program - 8:30 - 11:30
Fidelity Program - 8:30 - 11:35
FEE:
No fee for invitees (Surety & Fidelity Company Employees)
R.S.V.P.
Michael J. Sugar, Jr. - FAX (813) 654-1481 - Tampa, FL - Phone (813) 684-7686
Or register online at http://www.forcon.com/forms/nesrsvp/
SPONSORED BY
WATT, TIEDER, HOFFAR & FITZGERALD, LLP
WRIGHT, CONSTABLE & SKEEN, LLP
CHIESA SHAHINIAN & GIANTOMASI PC
ALBER CRAFTON, PSC
FORCON INTERNATIONAL CORP.
SHUMAKER, LOOP & KENDRICK, LLP
WOLF, HOROWITZ & ETLINGER, LLC
STRASBURGER & PRICE, LLP
CASUAL ATTIRE IS ENCOURAGED DURING THE CONFERENCE HOURS
SPEAKERS AND THEIR TOPICS
MODERATORS
Armen Shahinian
Chiesa Shahinian & Giantomasi PC
West Orange, NJ - New York , NY
Matthew M. Horowitz
Wolf, Horowitz & Etlinger, LLC
Hartford, Connecticut
September 22, 2016
8:00 a.m.
Registration and Continental Breakfast
8:45 a.m.
Welcome (Armen Shahinian, Michael J. Sugar, Jr.)
Adam P. Friedman
Chiesa Shahinian & Giantomasi PC
West Orange, NJ - New York, NY
4:20 - 5:00 p.m.
Claims Handling Tips from the Battle-Scarred Veterans
Speakers:
Michael J. Sugar, Jr., Forcon Internatioanl Corp.
Armen Shahinian, Chiesa Shahinian & Giantomasi PC
Lawrence P. Jortner, CNA Surety
David A. Koziel, AIG
James D. Gibson, Liberty Mutual Surety
Matthew L. Silverstein, International Fidelity Insurance Company
THURSDAY MORNING JOINT SURETY AND FIDELITY PROGRAM
Moderator: Matthew M. Horowitz - Wolf, Horowitz, & Etlinger, LLC
9:00 - 9:50 a.m.
Understanding Ethical Limitations on Attorney Behavior During Mediations
and Settlement Negotiations
Speakers:
Christopher J. Brasco, Watt Tieder Hoffar & Fitzgerald (Moderator)
Adam Tuckman, Watt Tieder Hoffar & Fitzgerald
Courtney T. Walker, Berkshire Hathaway Specialty Insurance.
Stephen Rae, Liberty Mutual Surety
9:50- 10:15 a.m.
Defenses Available to the Probate Bond Surety
Speakers:
Jeffrey M. Frank, Alber Crafton PC
Dennis McDonnell , Old Republic Surety Company
10:15 -10:30 a.m.
10:45 -11:35 a.m.
The Ethical Obligations Imposed by Rule 3.4 of the Rules of Professional
Conduct on the Surety and Fidelity Carrier and Their Counsel in Answering
and Objecting to Interrogatories, Production Requests, and Subpoenas
Duces Tecum.
Speakers:
Matt Horowitz, Deborah Etlinger, Wolf, Horowitz, & Etlinger LLC
Michelle Randall, Zurich North America
11:35 -Noon Mediation for the Surety
Speakers:
Duane Daiker, Shumaker Loop & Kendrick, LLP
James Rumpf, Liberty Mutual Surety
Noon - 1:15 p.m.
THURSDAY AFTERNOON - FIDELITY PROGRAM
Moderator: Adam Friedman, Chiesa Shahinian & Giantomasi PC
1:20 - 1:25 p.m.
Introductions
1:25 - 2:00 p.m.
Evaluating Whether Manuscripted Changes to the Ownership Clause in a
Financial Institution Bond Are Reasonably Calculated to Expand the Carrier's
Exposure to Third-Party Losses Paid by the Insured
Speaker:
Matt Horowitz, Wolf, Horowitz, & Etlinger LLC
2:00 - 2:35 p.m.
Fidelity Coverage and Claims - The Year In Review
Speakers:
Adam Friedman, Chiesa Shahinian & Giantomasi PC
Robert Olauson, Insurance Services Organization
2:35 - 2:55 p.m.
BREAK
2:55 - 3:45 p.m.
Get on It While the Trail is Hot, But Don't Burn Yourself, Investigating Crime
Claims in the 21st Century
Speakers:
Michael Keeley, Strasburger & Price, LLP
Kimberly Russell, Crum & Forster
3:45 - 4:20 p.m.
Ethical Rules and Responsibilities for Claim Adjusters
Speakers:
Jessica L. Wynn, Alber Crafton P.C.
Andrea J. McIntyre, CNA
BREAK
10:30 - 10:45 a.m. Protecting Privileged Communications with Your Surety and Fidelity
Consultants
Speakers:
Christopher Ward, Strasburger & Price, LLP
Michael Keeley
Strasburger & Price, LLP
Dallas, TX
RECEPTION - 5:00 - 6:30 p.m.
DINNER - 6:30 - 8:30 p.m.
FRIDAY MORNING SURETY BANKRUPTCY PROGRAM
September 23, 2016
Lunch
THURSDAY AFTERNOON - SURETY PROGRAM
Moderator: Armen Shahinian, Chiesa Shahinian & Giantomasi PC
1:15 - 1:40 p.m.
Facing the Department of Labor: A Primer on Prevailing Wage Laws and
Their Impact on Sureties
Speakers:
Michele Leo Hintson, Shumaker Loop & Kendrick, LLP
Kourtni Mason, The Gray Casualty & Surety Company
1:40 - 2:05 p.m.
A Primer for the Restatement of the Law of Suretyship
Speakers:
Jason R. Potter, Wright, Constable, & Skeen LLP
William P. Pearce, Arch Insurance Company
8:00 - 8:30 a.m.
Continental Breakfast
8:30 - 11:30 a.m.
Understanding the Principal's Bankruptcy and Strategies for Protecting the
Surety's Rights
Speakers:
Armen Shahinian, Scott Zuber, Robert Nies
Chiesa, Shahinian & Giantomasi, PC
Robert L. Scanlon, Travelers Bond & Financial Products
FRIDAY MORNING FIDELITY PROGRAM
Moderator: Michael Keeley, Strasburger & Price, LLP
8:30 - 8:36 a.m.
Introduction
8:36 - 9:06 a.m.
Fidelity Claims In the Electronic World: Common Schemes, Adaptation of
Coverage, and Common Law Developments
Speakers:
Toni Scott Reed, Strasburger & Price, LLP
Frances Rivera, AXIS Insurance Company
2:05 - 2:30 p.m.
Striving for the Best But Planning for the Worst: Practical Takeover
Strategies That Can Ease Future Performance Litigation Headaches.
Speakers:
Scott W. Lichtenstein, Darren Grzyb, Chiesa, Shahinian & Giantomasi PC
Michael J. Sugar, III, Forcon International Corp.
George Rettig, International Fidelity Insurance Company
9:06 - 9:35 a.m.
2:30 -2:55 p.m.
The Continued Viability of the "Pay-if-Paid" Defense for the Surety
Speakers:
Omar Harb, Alber Crafton PC
Theresa Asikainen, Travelers Casualty and Surety Co.
"Whose Law Is It Anyway?" - Choice of Law Issues in Insurance Coverage
Litigation
Speaker:
John R. Riddle, Strasburger & Price, LLP
9:35 - 10:05 a.m.
Hacking Is Hacking Is Hacking, Or Trying to Fit a Square Peg Into a Round Hole,
Part 1: The Parameters and Limitations of the Computer Fraud Insuring
Agreement
Speakers:
Michael Keeley, Strasburger & Price, LLP
Matthew Photis, Berkley FinSecure, a W.R. Berkley Company
10:05 -10:20 a.m.
BREAK /Scavenger Hunt
2:55 -3:15 p.m.
Special Issues Impacting Upon a Surety's Ability to Recover Indemnity for
Attorney Fees
Speakers:
Andrew Kent, Chiesa, Shahinian & Giantomasi PC
Douglas C. Fine, AIG.
3:15 - 3:30 p.m.
BREAK
3:30 - 3:55 p.m.
The Surety's Obligation to Meet Disadvantaged Business Enterprise (DBE)
Requirements
Speakers:
Cynthia E. Rodgers-Waire, Lisa D. Sparks, Wright, Constable, & Skeen LLP
3:55 - 4:20 p.m.
A Diagnostic Checklist for Affirmative Claims - A Surety's Evaluative Guide
Speakers:
Vivian Katsantonis, Watt Tieder Hoffar & Fitzgerald (Moderator)
Chris Harris, Watt Tieder Hoffar & Fitzgerald
Tom J. Guinn, Forcon International Corp.
James Gibson, Liberty Mutual Surety
10:20 - 10:50 a.m. Trying to Fit a Square Peg Into a Round Hole, Part 2: The Scope and Limits of
Insuring Agreement (E) In Connection With Electronic Crime Claims
Speakers:
Carla C. Crapster, Strasburger & Price, LLP
Daniel J. Ryan, OneBeacon Financial Services
10:50 - 11:20 a.m. "If It's a Tie, You Lose" - The Limits of the Contra Proferentem Doctrine In
Construing Insurance Policies
Speakers:
John R. Riddle, Toni Scott Reed, Strasburger & Price, LLP
11:20 - 11:35 a.m. Untrivial Fidelity Pursuits (with exciting prizes)
Participants:
All
Northeast Surety and Fidelity Claims Conference
September 21st thru September 23rd, 2016
Atlantic City, NJ
Confirmation Form
Your Full Name
Your E-Mail Address
Your Name (as you want it to appear on your name tag)
Company Name
Address
City
ST.
Phone ( )
FAX (
Zip
)
Please check those events you will be attending:
G Welcome Reception and Dinner Wednesday Evening September 21st, 2016
(Number attending this event including yourself)
G The Conference Thursday September 22nd, 2016
G Afternoon Surety Session
G Lunch on Thursday
G Afternoon Fidelity Session
G The Cocktail Party Thursday Evening
(Number attending this event including yourself)
G Dinner Thursday Evening September 22nd, 2016
(Number attending this event including yourself)
G The Conference Friday September 23rd, 2016
G Friday Golf Outing (Blue Heron Pines)
Number Playing
G Friday Dinner at the Knife & Fork (Number attending this event including yourself)
G Saturday Golf Outing (Twisted Dune)
Number Playing
Please give us the names of any additional individuals who will be joining you for
Cocktail Parties, Dinners (Spouse, Significant Others, etc.)
Name (1)
Name (2)
Name (3)
Relationship (1)
Relationship (2)
Relationship (3)
Please fax this response form, filled out in full, to: Michael J. Sugar (813) 654-1481
Please copy this form as required and fax one completed form for ev ery attendee from your Company.
Or mail to Forcon International Corporation - 1216 Oakfield Drive - Brandon, Fl 33511
Or you can now register on-line at http://www.forcon.com/forms/nesrsvp/
THIS IS A CASUAL DRESS CONFERENCE
Please be advised that this RSVP is for Conference Registration ONLY!
Please be sure to call and make your reservations at the hotel.
Tropicana Casino and Resort
Brighton & the Boardwalk
Atlantic City, NJ 08401
(Reservations - 800-247-8767)
Room Reservations Must be Made “WITH THE HOTEL” by Tuesday, August 30, 2016
FORCON INTERNATIONAL CORP.
1216 Oakfield Drive
Brandon, FL 33511