Spring 2013 - The Federation of Defense and Corporate Counsel
Transcription
Spring 2013 - The Federation of Defense and Corporate Counsel
Federation FLYER ON COLOR BACKGROUND A publication of the Federation of Defense & Corporate Counsel THE BROADMOOR 2013 FDCC Annual Meeting “GO FOR THE GOLD” Colorado Springs, Colorado Make plans now to attend the 2013 Annual Meeting at The Broadmoor Resort Sunday, July 28 – Sunday, August 4, 2013 in Colorado Springs, CO from July 28 – August 3, 2013. With a spectacular venue, a dynamic program, and some amazing activities, this promises to be one of the best meetings we have had! The theme of the meeting is “Go for the Gold,” which reflects the desire of Federation members to be the best. Our goal is to make us better attorneys for having attended – or in words of the Olympic motto, to become “Faster, Higher, Stronger.” Below is a glimpse of what we have in store for you this summer. The Broadmoor is nestled in the shadow of “America’s Mountain,” Pikes Peak. It is one of the premier resorts in the world, having the distinction of being the longest consecutive winner of AAA’s Five Diamond and Forbes Travel Guide Five Star Awards. As part of The Broadmoor’s 3,000 acres, there Contents (click on titles below) are three championship golf courses on the property designed by Donald Ross, including Annual Meeting CLE the East Course which hosted the US Women’s Board Candidates Open in 2011, and (more notably), will host the 2013 FDCC Golf Tournament. Tech Talk The Broadmoor Spa has been recogSec.-Treasurer Report nized as one of the top spas in North America offering many treatments and services speWinter Meeting Recap cializing in rest and relaxation. The tennis President Elect Report facilities at the resort are top rate and will host our annual FDCC Tennis Tournament. The Corporate Counsel Symp. main swimming complex includes an 11,000 Foundation News square-foot infinity-edge pool located at the north end of Cheyenne Lake and features Slide Legislative Update Mountain waterslides, a children’s pool, two LMC Program 14-person whirlpools, 13 cabanas, and a pool café. Board Chair Report The Program, “Mining for Tomorrow’s Gems,” being planned by Walter Dukes, is LCJ News engaging and informative. Not only will you be DRI Report presented with new and innovative topics during section meetings, but the plenary programs 2014 Winter Meeting New Members Click to page 3 Volume 40, No. 2 | Spring 2013 | Editor, Gregory A. Witke ON WHITE BACKGROUND President’s Message Edward M. Kaplan, President Why We Travel As many of you know, the President and the President-Elect of the Federation are honored to represent the FDCC as we travel to meetings of our sister defense organizations and other organizations generally related to the protection of the civil justice system, and particularly, the defense of civil litigation. The organizations with which we regularly meet include the Association of Defense Trial Attorneys, the International Association of Defense Counsel, Lawyers for Civil Justice, and The Defense Research Institute. The President-Elect, President, and Chairman of the Board of the Federation are also Board Members of the DRI and of LCJ. In this role, we, again, represent the interest of our organization to make certain that those interests are considered when the DRI or LCJ take positions which could impact the defense bar. In addition to those noted above, the President and President-Elect also participate in the ABOTA roundtable. This roundtable consists of representatives from many organizations involved in the civil justice system, whether they are on the plaintiff side, the defense side, or members of academia. The purpose of the ABOTA roundtable is to address issues common to the civil de- back to cover President’s Message fense of lawsuits to try and come to a unanimous resolution concerning issues related to preservation of the jury trial system. Recently, I was invited to attend the National Judicial College’s conference on promoting civility in the American Justice System. Approximately 75 judges and lawyers representing the plaintiff and defense bar came together at this conference to brainstorm concepts and determine the principles that underly promoting civility in the courtroom and in all other areas of litigation. When the report of this meeting is released, the FDCC contribution will be noted. This travel takes a significant amount of time and obviously has some expenses attached to it. However, the relationships that our sister organizations build with us have value to the Federation. It certainly increases our visibility. It allows us to join with organizations (such as the IADC) to develop joint programs which minimize our own expense and risk. One such program occurred recently when we joined with the IADC to put on the Joint Law Firm Management Conference. Our participation at LCJ Roundtable and National Judicial College conferences gives the FDCC an opportunity to meaningfully contribute in the decisions that impact rule making, legislation, and other aspects of trial practice. These efforts are in concert with the “justice” component of Federation core values. Our contacts also allow us to continue the process of expanding those who know of the Federation and, perhaps, chose to use our attorneys. Significantly, we have begun to expand these efforts beyond our current international contacts. Through our travels, we have come 2 | Federation Flyer | Spring 2013 to know about and are beginning to form important relationships with AIDA, the International Association of Insurance Law. AIDA membership includes academics, lawyers, and insurance representatives from around the globe. Many of these individuals participate in litigation and arbitration in the U.S. The FDCC officers and Board believe these relationship efforts could prove very beneficial to our membership. We have now “officially” attended three AIDA meetings and hosted their President at our recent Phoenix and San Antonio conventions. Although we have often tried to expand further into Europe, we have limited success in that re- gard and this relationship could be an important difference for the Federation. The Officers and Executive Committee of the Federation regularly discuss our travel obligations to evaluate whether or not they provide benefit to the Organization. This issue will undoubtedly be revisited again. For the moment, we believe our schedule is reasonable and important to the Federation despite the burden it sometimes places on the Officers. We welcome any input that our Members may have or any questions concerning the Officers’ travel schedule. This travel takes a significant amount of time and obviously has some expenses attached to it. However, the relationships that our sister organizations build with us have value to the Federation. THE BROADMOOR Colorado Springs, Colorado 2013 Fdcc Annual Meeting REGISTER NOW promise to deliver exciting new topics including unexpected pitfalls for even the most experienced trial lawyers. Panels will include in-house corporate counsel, insurance professionals, and many of our members. Cutting-edge technology will be presented during the plenary session as it relates to 3D printing and animation, and how they can be used at trial to defend the most difficult of cases, and the use of predictive coding to mine for hidden information in large volume cases. Our lineup of speakers is impressive. The program will open with a riveting discussion by Chuck Rosenberg, former U.S. Attorney for the Eastern District of Virginia. He will speak about the investigation and prosecution of the government’s death penalty case against convicted 9/11 terrorist and co-conspirator Zacarias Moussaoui. Mr. Rosenberg has a remarkable story to tell that none of us would ever hear, let alone know and fully appreciate, in the absence of his presentation, which is dedicated to the memory of the 9/11 victims. John Suthers, Attorney General for the State of Colorado, will provide an insightful analysis of “A Slippery Slope: When the Legal Becomes Legal,” stemming from Colorado’s legalization of marijuana and its potential impact on employers and others. Alison Levine is our keynote speaker and will present “Busi- ness Lessons from the Ledge.” This presentation will inspire you like no other and will be a fitting end to the program. Alison’s accomplishments are extraordinary. She has overcome tremendous hurdles in life to become the team captain of the First Women’s Everest Expedition and have a successful career on Wall Street, among many other accomplishments. She is the subject of the PBS documentary Living Courageously (2007) and has made numerous appearances on The Today Show, Good Morning America, CNN, FOX, CNBC, CBS’ Evening News, and other national programs. Her story, which has been the subject of articles in Oprah Magazine, National Geographic, Entrepreneur, Sports Illustrated, and other publications, is one you do not want to miss. The activities available for you are as broad as your imagination and offer once-in-a-lifetime opportunities. At the top of the list is our theme party which will be held at the U.S. Olympic Training Center. Throughout the evening, we will get the unique opportunity to watch live demonstrations by the actual Olympic athletes in their respective sports. The athletes will also be available to answer your questions and sign autographs. You will have an opportunity to explore the Visitors’ Center, as well as take a tour of the entire Olympic Training Center while enjoying delicious food from around the world. We will also be enjoying the many breathtaking sights in the area as you tour the Garden of the Gods your way - whether it is on horseback, a Segway, a jeep, or on foot. The views get no better than on top of Pikes Peak which you can experience after taking the Cog Railway up to the 14,115’ summit. We will also have fly fishing, whitewater rafting, zip lining, and mountain hiking. For the “Dancing With the Stars” wannabes, there will be ballroom dance lessons as well as painting lessons out on the beautiful grounds at The Broadmoor. You will learn how to become the envy of all your friends on football weekends as we enjoy a cooking and tablescape demonstration – tailgate style! If that were not enough, we will share in a fellowship dinner at the Cheyenne Mountain Zoo. The Federation kids will have a busy week as well with an FDCC Family Olympics on the Broadmoor lawn. There will be a Parent/Child Bowling Tournament as well as activities around the resort property, including s’mores, movie night, a game room, volleyball tournament, and much, much more. Please join Ed and Maddy Kaplan as they welcome you to this exquisite resort for an unforgettable week of fun, fellowship, learning, and friendship. See you at the “Riviera of the Rockies.” —Scott and Susan Kreamer Federation Flyer | Spring 2013 | 3 back to cover Sunday, July 28 – Sunday, August 4, 2013 CLE WEDNESDAY 2013 Fdcc Annual Meeting Sunday, July 28 – Sunday, August 4, 2013 Wednesday, July 31, 2013 7:30 – 8:45am SUBSTANTIVE SECTION MEETINGS: back to cover COMMERCIAL LITIGATION/FINANCIAL INSTITUTIONS “Best Practices for Representing Clients Regulated by the Consumer Financial Protection Bureau (CFPB)” Panelists: • Charles E. Griffin - Butler, Snow, O’Mara, Stevens & Cannada, PLLC, Ridgeland, Mississippi • Frank Ozment - Assistant General Counsel, Regions Financial Corporation, Birmingham, AL MANAGEMENT, ECONOMICS, COMMERCE, AND TECHNOLOGY “Driving Your Practice Into the Online Economy” This program will demonstrate how to make better use of the electronic and mobile technologies in managing your practices and reaching out to prospective clients, while also serving existing clients more efficiently. Panelist: • Elliot G. Hicks – Spilman,Thomas & Battle, Charleston, West Virginia APPELLATE LAW/ALTERNATIVE DISPUTE RESOLUTION “Putting the Pieces Back Together Again” The Gladiators are done, the trial is over. Now the orators and scribes begin assembling the appeal. But is there a chance to resolve a case this late in the game by mediation? Is it worth the effort? 4 | Federation Flyer | Spring 2013 Learn how it is worth the effort and just how the Appellate Courts make mediation work to even put Humpty Dumpty back together again. Panelists: • Craig Marvinney –Walter & Haverfield, LLP, Cleveland, Ohio • Meloney Perry – Perry Law, P.C., Dallas, Texas • David W. Aemmer – Chief Circuit Mediator, U.S. Court of Appeals, Denver, CO CIVIL RIGHTS AND PUBLIC ENTITY LIABILITY “The Fourth Amendment: Can it Keep up With Technology” The Constitution provides fundamental protections for our privacy and from unreasonable intrusion by the state. Technology, much of it available off the shelf, challenges conventional ideas of privacy and arms the police with tools that reach beyond anything the Framers of the Constitution could have imagined. This program will examine the case law and emerging trends in Fourth Amendment Jurisprudence as well as the advances in technology and how those advances in technology may conflict with our fundamental freedoms. Panelists: • David M. Fuqua – Fuqua Campbell, P.A., Little Rock, Arkansas • George J. (Jay) Bequette, Jr. – Bequette & Billingsley, P.A., Little Rock, Arkansas Moderator: • Robert L. Christie – Christie Law Group, PLLC, Seattle, Washington Mining for Tomorrow’s Gems” CLE WEDNESDAY OPENING GENERAL SESSION 10:30am – 12:00pm 9:00 – 9:10am THE INVESTIGATION AND PROSECUTION OF THE 9/11 CONSPIRACY This engaging presentation by former U.S. Attorney for the Eastern District of Virginia, Chuck Rosenberg, will focus on the investigation of the 9/11 terrorist attacks and the prosecution of Zacarias Moussaoui, the only terrorist ever tried on U.S. soil in connection with those attacks. Welcome to the Convention by the FDCC Convention and Program Chairs • J. Scott Kreamer, Convention Chair – Baker, Sterchi, Cowden & Rice, LLC, Kansas City, Missouri • Walter W. Dukes, Program Chair – Dukes, Dukes, Keating & Faneca, P.A., Gulfport, Mississippi 9:10 – 9:30am Introduction of New Members, Past Presidents, and Special Friends • FDCC President Edward M. Kaplan – Sulloway & Hollis PLLC, Concord, New Hampshire 9:30 – 10:30am “Elevate Your Game” This panel discussion, among experienced trial lawyers and the judiciary, will address tips that we can all use in addressing the court and pitfalls to avoid during trial. Panelists: • Honorable Christine Arguello – USDC Judge, District of Colorado • Honorable John Madden, IV – USDC Judge, District of Colorado • Honorable Nancy Rice – Colorado Supreme Court • Jeffrey R. Pilkington – Davis, Graham & Stubbs, LLP, Denver, Colorado • Kile T. Turner – Norman,Wood, Kendrick & Turner, Birmingham, Alabama Chuck Rosenberg served as the former U.S. Attorney for the Eastern District of Virginia in several senior posts at the Department of Justice where his work focused on counter-terrorism, counter-intelligence, national security, and criminal matters, including service as Chief of Staff to Deputy Attorney General Jim Comey (2004-2005), Counselor to Attorney General John Ashcroft (2003-2004), and Counsel to FBI Director Bob Mueller (2002-2003). From 1990 to 2000, Chuck was an Assistant U.S. Attorney for the Eastern District of Virginia. There, Chuck tried dozens of cases to juries and briefed and argued many of those cases to the U.S. Court of Appeals for the Fourth Circuit. Chuck has prosecuted cases that range from complex financial fraud crimes to violent crimes and espionage. Speaker: Chuck Rosenberg,Washington, D.C. Federation Flyer | Spring 2013 | 5 back to cover “Go for the Gold - CLE THURSDAY 2013 Fdcc Annual Meeting Sunday, July 28 – Sunday, August 4, 2013 Thursday, August 1, 2013 7:30 – 8:45am SUBSTANTIVE SECTION MEETINGS: back to cover CONSTRUCTION LITIGATION “The Anatomy of a Bid Rigging Case: Catch Me if You Can” This program will explore civil RICO and whistle blower claims arising out of a bid rigging scheme, and the extent to which your client’s E&O/D&O coverages may be obligated to pay for criminal and civil trial costs and legal fees. Panelists: • Aaron Sato – Manhattan Assistant District Attorney, New York, New York • Kevin G. Faley – Morris, Duffy, Alonso & Faley, New York, New York EMPLOYMENT PRACTICES AND WORKPLACE LIABILITY “Using Real-World Laws to Navigate the Virtual World of Employee Internet Activity” You have seen the movie, and maybe you have even heard of Second Life - the premiere of virtual community. Did you also know that Avatars’ onscreen identity – are increasingly being used in the work place setting? H.R. managers engage in virtual hiring by interviewing candidates – Avatars, rather than engaging in old-fashioned - face-to-face interviews. Join us for a presentation on where the imaginary world meets reality in the ever changing world emerging considerations in employment law. Panelists: • Violet M. Clark – Laner, Muchin, Dombrown, Becker, Levin, and Tuminberg, Ltd., Chicago, Illinois 6 | Federation Flyer | Spring 2013 • Paul Finamore – Niles, Barton &Wilmer, LLP, Baltimore, Maryland • Cori Cook – Chief Operating Officer and General Counsel, EBMS, Billings, Montana Moderator: • Michele Ballard Miller – Miller Law Group, San Francisco, California TRANSPORTATION Segment I “Liability for Sudden Mechanical Failure on the Highway: A Case in Point” This program will be divided into two segments. The first will involve the defense of a catastrophic BI claim due to a unique mechanical failure of a tractor trailer. Panelists: • Robert A. Biggs, III – Biggs, Ingram, Solop and Carlson, LLC, Jackson, Mississippi • Stephen M. Werner, Ph.D. – Principal Engineer in Exponent’sVehicle Division, Phoenix, Arizona Segment II “Hot Trucking Topics - Courtesy of the DOT” This presentation will examine recent and significant trucking regulations and the impact on the motor carrier industry and litigation. Hot topics will include the latest updates on CSA and crash accountability, hours of service, broker liability, and a discussion of recent industry lawsuits filed against the FMSCA. Panelist: • Peter S. Doody – Higgs Fletcher & Mack, LLP, San Diego, California “Go for the Gold - Mining for Tomorrow’s Gems” CLE THURSDAY PROPERTY INSURANCE 9:10 – 10:00am “What’s in a Name(d Storm)? What Sandy has Taught Us About Flood, Storm Surge, and FEMA” A SLIPPERY SLOPE: WHEN THE ILLEGAL BECOMES LEGAL Speaker: • Honorable John Suthers – Attorney General, State of Colorado Moderator: • Stephen L. Carter – Carter Perry Bailey LLP, London, England John W. Suthers has served as District Attorney, presidentially-appointed U.S. Attorney and now as Colorado’s 37th Attorney General. He also served as the Executive Director of the Colorado Department of Corrections under Governor Bill Owens. As Attorney General, he represents and defends the interests of all Coloradans and is chief legal counsel and advisor to state government and its many agencies, boards, and commissions. In his tenure as Attorney General, Mr. Suthers has initiated successful programs to protect children from Internet predators, reduce mortgage and foreclosure fraud, and combat methamphetamine abuse in Colorado. Mr. Suthers has authored five books, including No Higher Calling, No Greater Responsibility: A Prosecutor Makes His Case (Fulcrum Publishing, 2008), an analysis of the prosecutor’s role in the justice system. 9:00am – 12:00pm 10:00 – 11:00am PLENARY PROGRAM: ETHICS AND PROFESSIONALISM 9:00 – 9:10am “Managing Risks and Avoiding Malpractice and Familiar Attorney-Client Relationships” Panelists: • W. Neil Rambin – Sedgwick, Dallas, Texas • Jeffrey S.Weinstein – Mound, Cotton,Wollan & Greengrass, New York, New York • James L. Kelly, Jr. –Vice President, Property Coverage, ACE, USA, Wilmington, Delaware RE-INSURANCE, EXCESS AND SURPLUS LINES This meeting will be an open discussion for ReInsurance members. WELCOME TO COLORADO SPRINGS Lawyers in comfortable, longstanding attorneyclient relationships often become complacent and fail to follow good risk management practices. This can lead to errors, misunderstandings, and Federation Flyer | Spring 2013 | 7 back to cover Was “Sandy” a hurricane when it made landfall on the Northeast coast? Does the answer even matter since “Sandy” was a “Named Storm?” Is a “Storm Surge” also a “Flood” for purposes of applying high hazard flood restrictions? What is a FEMA designated “High Hazard Flood” property? Coverage issues arising out of Sandy and their potential application in other jurisdictions will be discussed by a panel of coverage experts. This insightful presentation will analyze the Legalization of Marijuana and its potential impact on civil litigation. CLE back to cover THURSDAY 2013 Fdcc Annual Meeting Sunday, July 28 – Sunday, August 4, 2013 miscommunication, which, in turn, can and does lead to bad outcomes and unnecessary claims. So join our program and get your 1 hour of CLE credit while experiencing new ways to keep this from happening to you from the perspective of inside and outside counsel. • Lee Wright – AVP and Senior Claims Panelists: • Thayla Painter Bohn – American Fidelity Corporation, Oklahoma City, Oklahoma • Brett J. Preston – Hill Ward & Henderson, P.A., Tampa, Florida 11:00am – 12:00pm BLOCKBUSTER SECTION I “Landmines for Lawyers:When the Canary Starts Singing” CLASS ACTION AND MULTI-DISTRICT LITIGATION/EXTRA CONTRACTUAL/ INSURANCE COVERAGE/ LIFE, HEALTH AND DISABILITY/PROPERTY INSURANCE This panel discussion will present examples of aberrant, unexpected legal traps which have surprised experienced defense and coverage lawyers that previously thought they were on solid legal ground. The program will identify decisions which have resulted in outcomes counter-intuitive to developed precedent and legal principles customarily following which resulted in unexpected exposure to the client, and the lawyer handling the case. Panelists: • Joanne T. Blackburn – Gordon,Thomas, Honeywell, Malanca, Peterson & Daheim, LLP, Seattle, Washington • Michael T. Glascott – Goldberg Segalla, LLP, Buffalo, New York • Robert B. Hunter – Hunter Law Firm, Denver, Colorado • C. Michael Johnson – The Johnson Law Firm, LLC, Atlanta, Georgia • Jay R. Sever – Phelps Dunbar, LLP, New Orleans, Louisiana 8 | Federation Flyer | Spring 2013 Consultant, XL Insurance Company Moderator: • John M. Intondi – Axis Insurance, Alpharetta, Georgia Friday, August 2, 2013 7:30 – 8:45am SUBSTANTIVE SECTION MEETINGS: “Turning New Guns on Old Targets: Class Actions Against Insurance Companies” This program will address the different types of class actions that have been brought against insurance companies and the legal issues that these cases have presented. Section panelists will also attempt to look into the future to determine what the plaintiff’s bar may find as a new source for class action litigation. Subjects to be addressed as potential class action claims will include insurance coverage issues and claims handling issues in each of the participating sections. Panelists: • Sheila K. Carmody – Snell &Wilmer, LLP, Phoenix, Arizona • Steven E. Goldman – Robinson & Cole, LLP, Hartford, Connecticut • Wystan M. Ackerman – Robinson & Cole, LLP, Hartford, Connecticut Mining for Tomorrow’s Gems” • Andrew B. Downs – Bullivant Houser Bailey, PC, San Francisco, California BLOCKBUSTER SECTION II Premises Liability/Products Liability/Healthcare Practice/ International Practice and Law “The Aftermath of MassViolence: Legal and Psychiatric Implications” Since February 1996, there have been 77 school shootings worldwide, 80% of which have been in the United States. Of those shootings, 382 children, teachers, and administrators have been killed, while 280 have been wounded. This blockbuster panel will address the conundrum between the right to keep and bear arms and the liability of those who sell them, as well as the therapists who fail to report those persons who threaten to use weapons against others. Panelists: • Doris Gunderson, Ph.D. – Forensic Psychiatrist, Denver, Colorado • Kevin Taylor – Taylor Anderson, LLP, Partner, Denver, CO Moderator: • John P. Rahoy – Brown & James, P.C., St. Louis, Missouri 9:00 – 10:00am PLENARY PROGRAM: “Predictive Coding: Going on the Offensive Using Analytical Tools to Mine for Nuggets Hidden in Large Volume Cases” Predictive coding is a new technology attracting tremendous attention. Proponents claim that CLE FRIDAY computers trained by high level reviewers can provide cheaper, faster, and more accurate e-discovery review than expensive linear human review. Is predictive coding the solution needed to tame the costs and burdens of electronic discovery that threaten to drown our civil justice system? What are the practical issues lawyers face in understanding and trying to use this new promising technology? You will here from the judge who issued the first decision approving the use of predictive coding in the federal courts and from one of the leading experts on this exciting technology. Panelists: • Howard M. Merten – Partridge, Snow & Hahn, Providence, Rhode Island • Honorable Andrew Peck – United States Magistrate Judge, New York, New York • Matt Nelson – In-House Counsel for Symantec’s E-Discovery Department, San Francisco, California 10:00 – 11:00am Keeping the Big Bad Wolf Out – The Three Little Pigs and Cyber Risk: Preventing Your Home and Business from Becoming Bacon “Bits” We are all exposed to “CYBER” risks! This panel will explore the “ins and outs” of this exposure and these risks. We will discuss how these risks occur, the potential impact, what to be aware of from the technical, liability and insurance coverage perspectives and how to AVOID such risks. This panel is composed of industry representatives and attorneys who have experienced many of these problems and will provide cautions and solutions! Panelists: • Kimberly D. Baker –William, Kastner and Gibbs, PLLC, Seattle, Washington • Carol Kreiling – Swiss Re, Belton, Missouri Federation Flyer | Spring 2013 | 9 back to cover “Go for the Gold - CLE FRIDAY 2013 Fdcc Annual Meeting Sunday, July 28 – Sunday, August 4, 2013 • Thomas F. Segalla – Goldberg Segalla, LLP, Buffalo, New York • W. Neil Rambin – Sedgwick, Dallas, Texas • Shukri J. Souri, Ph.D. – Exponent, Inc., New York, New York back to cover 11:00am – 12:00pm “Avatar in the Courtroom: Is 3D Technology Ready for Primetime?” When James Cameron waited fifteen years for 3D cinema technology to catch up to his vision for Avatar, he revolutionized an industry’s thinking. Join with our panel to explore how 3D and related ‘otherworld-ish’ technology is not only poised to, but is already shaping courtroom presentations for more effective ways of enabling juror comprehension of the simple and the complex. Panelists: • Karen Campbell – Lewis, Brisbois, Bisgaard & Smith, LLP, New York, New York • Casey Gooden - Barnes & Roberts, L.L.C., Dallas, Texas • Craig A. Marvinney –Walter & Haverfield, LLP, Cleveland, Ohio • Stuart Simon – American Jury Consultants, Sun Valley, Idaho • Derek D. Lick – Sulloway & Hollis, PLLC, Concord, New Hampshire Moderator: • Edward J. Currie – Currie, Johnson, Griffin, Gaines & Myers, P.A., Ridgeland, Mississippi Saturday, August 3, 2013 9:00 – 9:45am BUSINESS MEETING 10 | Federation Flyer | Spring 2013 9:45 – 10:00am 2014 WINTER MEETING AT MARCO ISLAND PREVIEW • Convention Chairs Elizabeth and Jeff Lorell 10:00 – 11:00am Keynote Speaker - Alison Levine Alison Levine is no stranger to risk-taking. She has survived sub-zero temperatures, hurricaneforce winds, sudden avalanches, and a career on Wall Street. Surprisingly, Levine was born with a life-threatening heart condition that precluded most demanding physical activities, but thirteen years after her initial diagnosis with Wolf-ParkinsonWhite Syndrome, she had surgery that changed her life – and climbing stairs soon gave way to climbing mountains, a passion she continued to pursue despite her initial health setbacks. Over the years, as she continued to climb the corporate ladder, Levine also pushed her limits on the world’s highest peaks and soon became one of the most experienced female mountaineers in the country. She has climbed peaks on every continent, served as the team captain of the first American Women’s Everest Expedition, and skied across the Arctic Circle to the geographic North Pole. In January 2008, she made history as the first Mining for Tomorrow’s Gems” American to complete a 600-mile traverse from west Antarctica to the South Pole following the route of legendary explorer Reinhold Messner. Levine completed this arduous journey on skis while hauling 150 pounds of her gear and supplies in a sled harnessed to her waist. In 2010, with her successful expedition to the top of Mount Everest, she became one of the few climbers to complete the Adventure Grand Slam – climbing the Seven Summits (highest peak on each continent) and skiing to both Poles. Levine’s expeditions have been documented by more than 450 media outlets. She is the subject of the PBS documentary Living Courageously (2007) and has made numerous appearances on The Today Show, Good Morning America, CNN, CNBC, FOX, CBS’ Evening News, and other national programs. She is featured prominently in the book More Than 85 Broads, the book that captures the efforts of women on Wall Street to find success and take risks on their own terms. Her accomplishments are also featured in other books including Smart Moves and In Extremis Leadership. Her story has been the subject of articles in Oprah Magazine, National Geographic, Entrepreneur, Sports Illustrated, Outside, and other publications. Her new book, Cliff Notes: Leadership Lessons from the Ledge, is due out January 8, 2014. CLE SATURDAY Levine has spent more than two decades in the business world. Her professional career has encompassed healthcare, technology, and finance. After earning her MBA from Duke University, she moved to New York to work for investment banking from Goldman Sachs. In 2003, she left Wall Street to serve as deputy finance director for Arnold Schwarzenegger in his successful bid to become Governor of California. Levine currently serves as an adjunct professor at the United States Military Academy at West Point in the Department of Behavioral Sciences & Leadership. She also has her own consulting firm, Daredevil Strategies, which specializes in organizational effectiveness, leadership development, and team dynamics. By drawing parallels between staying alive in the mountains and thriving in a fast-paced business world, Levine focuses on the topics of leadership, teamwork, overcoming odds, taking responsible risks, and dealing with changing environments. *The FDCC reserves the right to change or modify the program, topics, and/or speakers due to unforseen circumstances. Book Club The FDCC Book Club’s pick for the 2013 summer meeting is “Wild: From Lost to Found on the Pacific Crest Trail,” a 2012 memoir by Cheryl Strayed, describing her 1,100-mile hike on the Pacific Crest Trail in a journey of selfdiscovery. The book reached No. 1 on the New York Times Best Seller list, and was the first selection for Oprah’s Book Club 2.0. It’s a fun read – sure to inspire you to take a hike up one of Colorado’s highest peaks —Mary Casey Goldstein Federation Flyer | Spring 2013 | 11 back to cover “Go for the Gold - FDCC Board Candidates SECRETARY-TREASURER Declared Candidates for FDCC Leadership (as of May 14, 2013) Steven E. Farrar Smith Moore Leatherwood LLP Greenville, SC Leadership Summary Vision Statement back to cover FDCC Senior Director Bruce Celebrezze Sedgwick LLP San Francisco, CA Leadership Summary Walter Dukes Dukes Dukes Keating Faneca PA Gulfport, MS Leadership Summary H. Mills Gallivan Gallivan White & Boyd PA Greenville, SC Leadership Summary Deborah D. Kuchler Kuchler Polk Schell Weiner & Richeson LLC New Orleans, LA Leadership Summary Donald L. Myles, Jr. Jones Skelton & Hochuli Phoenix, AZ Leadership Summary Deborah Tedeschi Varner McNeer Highland McMunn Varner LC Clarksburg, WV Leadership Summary J. Scott Kreamer Baker Sterchi Cowden & Rice LLC Kansas City, MO Leadership Summary FDCC Director Edward J. Currie, Jr. Currie Johnson Griffin & Myers PA Jackson, MS Leadership Summary Andrew B. Downs Bullivant Houser Bailey, PC San Francisco, CA Leadership Summary Michael T. Glascott Goldberg Segalla LLP Buffalo, NY Leadership Summary Clark R. Hudson Neil Dymott San Diego, CA Leadership Summary John M. Intondi AXIS Insurance Alpharetta, GA Leadership Summary Howard M. Merten Partridge Snow & Hahn Providence, RI Leadership Summary Leslie C. Packer Ellis & Winters LLP Raleigh, NC Leadership Summary Brett J. Preston Hill Ward & Henderson PA Tampa, FL Leadership Summary Todd A. Roberts Ropers Majeski Kohn Bentley Redwood City, CA Leadership Summary W. Michael Scott CrownQuest Operating LLC Midland, TX Leadership Summary 12 | Federation Flyer | Spring 2013 Elizabeth F. Lorell Gordon & Rees LLP Florham Park, NY Leadership Summary Federation of Defense & Corporate Counsel Hotels and Rooms How Using Our Contracted Hotel Benefits the Federation The FDCC Sites Committee works very hard to find hotels and meeting locations that will meet our needs for meeting space and nice accommodations. It is also important for our members to enjoy the hotel that is chosen for our meetings as well as the location. You might ask “How are the hotels selected?” The first action is the submission of Request for Proposals to appropriate hotels in the location recommended by the Sites Committee and approved by the Board of Directors. The RFP has the meeting schedule, food and beverage functions, projected attendance, numbers of sleeping rooms to be reserved for our members, and other special needs. After the various hotels submit bids, the Sites Chair and Executive Director make visits to appropriate properties that seemingly have met our needs in their proposals. Negotiations then begin, usually with the hotel that best meets the requirements we have. The Sites Chair and Executive Director strive to not only negotiate the lowest group rate, but also make sure meeting space is complimentary and the other clauses that have been developed for our contracts are accepted and in place. Once this procedure is complete, and an agreement has been received, the contract is sent to the Contracts Committee who gives any additional suggestions and revisions. Their changes go back to the hotel once again, and when everything is settled, the contract is signed with approval of the Board of Directors (or Executive Committee). When the FDCC signs a hotel contract, there are financial implications if we do not meet our room block as well as food and beverage commitments. The blocked hotel has agreed to hold the number of sleeping rooms we think we will need as well as the amount of meeting space. If members stay in an alternative hotel, or book their room outside our block, the Federation will not meet our room block commitment which results in the FDCC paying charges for attrition. The same holds true if we do not meet our obligations for the amount of revenue we have promised to the hotel for food and beverage usage. Another problem we sometimes face happens when members and families are planning to attend conventions and book their rooms at the hotel early. Closer to the date of the meeting, the reserved rooms are cancelled when a member finds he/she or family members cannot attend. These cancellations occur after the deadline when the Federation can take a cut in the room block without penalty. If those rooms are not filled by others, the FDCC must then pay attrition fees for all of the rooms not reserved. Sometimes, there are members whose schedules have changed and they are able to attend the meeting, although they are unable to reserve a room because it is held by someone who isn’t even sure if they will come. If a member has reserved rooms and is unable or unsure if they will be able to attend a convention, it is better to release the rooms early enough that others may use the reservation or the Federation can take our allowable cut in the room block commitment. Failure to meet our commitments can result in significant financial penalties to the Federation. We request, and it would be helpful to the Federation, if all members, guests, and exhibitors stay in our contracted hotel and book guestrooms within our block so the FDCC does not suffer from any penalties. When the FDCC signs a hotel contract, there are financial implications if we do not meet our room block as well as food and beverage commitments. Federation Flyer | Spring 2013 | 13 back to cover Marty Streeper FDCC Executive Director I-3 Insurance Industry Institute back to cover Helen Alford, Kelly Dalmass, and Mike Glascott I-3 Co-Chairs The Federation will present its 2013 I-3 Insurance Industry Institute at the New York Athletic Club in New York City on October 2-4. This one and one-half day program will focus on issues facing the insurance industry today which will likely grow in importance in the next few years. These issues will be of great interest to senior level insurance executives and the event itself will provide a rich opportunity for networking. I-3 will begin with a networking Cocktail Reception Wednesday evening, followed by a full day of programming on Thursday. Lunch will be provided and a cocktail reception end the day on Thursday evening. The program will resume Friday morning and end by noon in order to allow attendees time to take advantage of all that New York has to offer, or to allow attendees an early start on their trip home. A limited block of rooms is available at the New York Athletic Club. I-3 will focus on several broad areas which include a mix of evolving methods of communication driven by technology and the problems presented by that evolution, the eroding line between personal, professional, and public communication issues arising from demographic changes 14 | Federation Flyer | Spring 2013 in the workforce, and globalization issues that few would have imagined just twenty years ago. How the insurance industry, individual insurers, and their counsel address these issues will be a significant factor in determining who will succeed and who will fail in the second and third decades of the Twenty-First Century. I-3 will begin with a discussion by insurance industry leaders that addresses these issues, both on a macro level, and in a more detailed fashion addressing the challenge of achieving mission statement objectives in a limited resource environment. The panel will describe how large structured organizations can achieve the necessary degree of nimbleness they need to thrive in the future. Are you prepared to respond to social media publications that can affect the existence of your client, or company? Are you prepared to respond to social media publications that affect the outcome of your case? How will you deal with a publication that creates liability, or severely damages your client’s or your company’s corporate image? The emergence of corporate image issues in social media continues to grow and the management of such social media and company image in cyber space will be presented from proactive and reactive perspectives. Corporate image is not the only asset that can be lost or damaged in cyber space. The possibility of becoming a victim of a data breach must be considered in terms of when, not if. Consistent with the ominous nature of cyber exposure, the manner of preparation can cover a broad range of avoidance opportunities. I-3 will present an overview of cyber exposure, from the purchase of appropriate coverage, risk assessment before a breach, data breach prevention measures, and issues pertaining to data breach response. A panel of industry experts will discuss the underwriting process involved with cyber exposures and will outline the types of exposures that different industries and professions face. The panel will also follow the life of a claim from the time it is reported, notice issues and risk response. Finally, the program will address the legal issues regarding compliance in the face of cyber threats and the friction between claims management and compliance. As anyone who works with the insurance industry knows, the insurance industry faces a demographic challenge as its workforce ages and it tries to fill those needs with millennials. It has been said that 40% of existing Fortune 500 Companies will not exist ten years from now. The growth of social media and economic issues, including a growing deficit, are driving monumental changes in corporations, including insurers. Such issues impact when, and where, the best and brightest will choose to start their careers. Intellect, human power, and creativity are necessary assets to thrive in the new frontier, but before you think about how to tech talk David Fuqua THE PROBLEM WITH E-MAIL ATTACHMENTS E-mail has changed the way we work, for better or worse. The ease of writing e-mails is a good thing for busy lawyers. But e-mail communication adds an extra layer to our work – managing the technology. When the technology gets in the way of communication, it becomes a problem and a burden. E-mail attachments can be a big part of e-mail problems. We send e-mails with attachments many times a day. Most clients today want documents sent to them in electronic form by e-mail. Lawyers share documents by e-mail constantly. Part of our job as technology managers is to ensure that e-mail attachments do not hinder communication. The most important rule to know about e-mail attachments is the “10 Megabyte Rule.” Most e-mail systems use 10MB as the default size for sending and receiving e-mail attachments. Your system may fail to send e-mails when the attachment exceeds a specified limit. Hopefully, your system will send you notification when it rejected an e-mail and you can try again. There are several ways to work around the 10MB Rule. You can break the attachment into parts and send smaller attachments in multiple e-mails. This strategy adds time to your work but is generally effective. Also, you can adjust your system to permit larger attachments, up to a rule that provides no restriction on the size of attachments that can be sent or received. Increasing your attachment size limitation may slow down your e-mail server and can cause other problems. Your recipient’s system may have an attachment size limitation. Therefore, your recipient’s e-mail system may reject your e-mail with a very large attachment. Hopefully, you will receive a rejection notice from that server. Large e-mail attachments can cause transfer problems at intermediate servers on the way to your recipient. E-mails can be relayed through many servers before reaching their final destinations. Any intermediate server can have a rule that rejects the transfer of e-mails with large attachments. It is possible to compress attachments into zip files. Most computer operating systems have built-in compression programs. There are also stand-alone compression programs available such as “Stuffit”. In addition, file size can be compressed at the time of creation. This is particularly true for documents created as PDFs by a scanner. Most scanners allow for adjustment of the file size. Unfortunately, the smaller the file size, the poorer the quality of the document. There is no perfect solution to managing e-mail attachments. It is essential to know how your e-mail system is configured. It is helpful to learn the limitations of the systems of your most frequent e-mail correspondents. Sometimes, the best solution is simply to keep attachments below 10MB to reduce the chance of rejection. Federation Flyer | Spring 2013 | 15 back to cover retain great talent, you must first get the attention of that talent. The insurance industry is exploring new means by which to attract and develop such talent and I-3 will present an overview of the means by which insurers are competing for such talent. Also, Generation Y now outnumbers baby boomers, and Generation Z is not far behind. This evolution of the work force is transforming traditional workplaces. The management of such young talent has the attention of employers. I-3 will contemplate a few secrets of success, creative ideas, and cutting- edge programs that assist insurers to recruit and retain young talent. Finally, insurance has long been a global business, but as commerce and communication become more global, insurers and their counsel must take into account the international ramifications of their decisions. An international panel of lawyers and industry leaders will discuss the latest developments in Europe, particularly the European Union, and how they affect litigation and arbitration. We look forward to seeing you in New York in October. Remember, defense counsel members are expected to bring a client. Registration will be available in early June on the FDCC website. The room block at the New York Athletic Club is open now. Please call 212-767-7000 to make reservations. Be sure to mention the code G2924 in order to receive the FDCC I-3 group rate. More information on the Insurance Industry Institute can be found on the FDCC website at www.thefederation.org. Alternatively, please contact the FDCC Executive Director (Marty Streeper), the Institute Program Chairs (Kelly Dalmass, Helen Alford, and Mike Glascott), or the Insurance Industry Committee Chairs, April Elkovitch, and Andy Downs. SECRETARY-TREASURER’s REPORT Victoria H. Roberts Secretary-Treasurer back to cover The Federation and AIDA So, some of you may be asking: what’s AIDA? It is the Association Internationale de Droit des Assurances or, for you non-francophiles, the International Association of Insurance Law. AIDA is a non-profit international association, formed in 1960, for the purpose of promoting and developing at an international level, collaboration between its members with a view to increasing the study and knowledge of international and national insurance law and related matters. AIDA is comprised of National Chapters (including a U.S. Chapter) as well as several regional groupings which have their own educational meetings, and there is a World Congress every four years. Officers of these chapters form AIDA’s Presidential Council. Several years ago, the Federation’s officers and some members began having discussions with officers of AIDA about ways in which we could work together to further each other’s interests. With the Federation’s traditionally strong ties to the insurance industry, and our desire to increase international membership, and AIDA’s interest in increasing its U.S. exposure, we have explored ways of increasing the visibility of both organizations among our members. Toward that end, over the last two years, FDCC officers and members have spoken at meetings 16 | Federation Flyer | Spring 2013 in Amsterdam and London on both substantive insurance law topics and have had an opportunity to talk about the Federation and its goals. New international members joined the FDCC after both events. At last year’s Biltmore meeting, and again ness opportunities for all who get involved. Please give me a call if you wish to learn more or get involved in this exciting collaboration. AIDA is a non-profit international association, formed in 1960, for the purpose of promoting and developing at an international level, collaboration between its members with a view to increasing the study and knowledge of international and national insurance law and related matters. at this year’s Winter Meeting in San Antonio, Michael Gill, President of AIDA’s Presidential Council, joined us from Australia to continue our discussions, and invited us to speak to members of the Presidential Council in Lisbon the recent meeting of their Central American regional group (CILA) together with the Portuguese and Spanish chapters. I met many more AIDA members and had the chance to spread the word about the FDCC and its many benefits. This level of increased awareness among the members of both organizations will serve to open doors to not only greater visibility for both groups as well as expanding busi- Membership Status Report Membership as of May 2013 Defense Counsel..............................1048 Defense/International.........................59 Corporate Counsel.............................133 Corporate/International........................8 Industry................................................36 Special Member/Retired......................53 Special Active/Honorary......................11 TOTAL..............................................1348 2013 Winter Meeting Deep in the Heart of Texas As Clint Black has sung “Nothin’ But The Taillights”………………. After a week of boots, hats, and jeans, our Winter Meeting in San Antonio is now a fond memory. Westin La Cantera Resort, with its beautiful Hill Country location, Spanish colonial charm, and gracious staff, was a great host for our FDCC Winter Meeting. We were blessed with excellent weather and temperatures in the low 70’s and high 60’s all week and warm Texas hospitality. The highlights of the convention included top notch CLE programs, run by Elizabeth Lorell, and the keynote speaker, Doris Kearns Goodwin. Ms. Kearns Goodwin’s shared fascinating insights about past presidents including Lincoln, Roosevelt, and Kennedy, experiences during the filming of the recent Academy Award winning movie Lincoln, as well as personal anecdotes arising from her long standing professional and personal relationship with Lyndon Johnson. She was a big hit with members and graciously remained for a book signing after the presentation. The early week cocktail parties were held outdoors around the La Cantera property giving early arriving members a chance to catch up with one another. On Monday evening, members took advantage of a new concept, the “practice section dine around” to network with others in their practice areas in a casual atmosphere. The convention program formally opened Wednesday morning with a memorable and unexpected “FDCC Quartet” featuring Rich Hall, Clark Cole, David Jaroslaw, and Mike Streeper serenading the audience with Yellow Rose of Texas. The theme for the President’s Reception, also the yellow rose, was chosen for its long standing association with Texas and, more importantly, its historic symbolism of friendship. Dressed up with beautiful yellow roses, the President’s Reception was the kick off to a fabulous week and the perfect way to honor our President Ed Kaplan and first lady Maddy Kaplan. The Trial Masters Program, dealing with generational issues and technology, is still receiving rave reviews. Members learned how the media, technology, and generations X and Y are impacting today’s jury verdicts. Some of our presenters took the stage in western attire embracing the Lone Star spirit! The Boots & Buckles theme party, hosted at Enchanted Springs Ranch, gave members a chance to don their cowboy gear for a night in the old west. Multiple food stations and entertainment options were available around the western town for all to enjoy – including photos with Woodrow, a resident longhorn steer. Many members lingered in the saloon for country dancing and libations before heading back to civilization on the last bus home. Wine tasting, bourbon and burgers, and the culinary institute allowed those with culinary inclinations to enjoy some afternoon activities near and dear to their hearts. Despite an unavoidable traffic mishap, those who went fly fishing and shooting at a nearby ranch enjoyed an opportunity to sharpen outdoor skills and as well as the art of self-control by avoiding beer on the bus (due to the lack of “facilities”) while enduring a two hour traffic jam! The “Denim and Diamonds Texas Tux” closing event featured an FDCC first – two live bands! The first band (country western) gave everyone an opportunity to show off the two-step moves they learned earlier in the week during country dance lessons. As the evening continued, the second band (R&B) complete with eleven musicians and a horn section, gave all the city slickers a chance to hit the dance floor too. We are honored that Ed and Maddy Kaplan selected us to be part of their team and entrusted us with the responsibility of planning this meeting. We can’t thank them enough for all of their support, guidance, and friendship along the way. Many thanks to Elizabeth and Jeff Lorell for a fantastic CLE program, a flawlessly run registration desk, and for all their support. Our huge host committee cheerfully participated in many different ways, helping make all the events run smoothly while adding a personal touch. The entire FDCC staff makes all the details come together for these events and their expertise, patience, and ever present willingness to assist us throughout was greatly appreciated. To all of you, we are exceedingly grateful. To all our country cousins and city slicker friends in the FDCC, thanks for joining us in San Antonio for a week we will never forget. —Don and Doreen Myles —Convention Chairs Federation Flyer | Spring 2013 | 17 back to cover San Antonio 2013 back to cover 2013 Winter Meeting 18 | Federation Flyer | Spring 2013 The Westin La Cantera Resort | San Antonio, Texas Saturday, March 2 – Saturday, March 9, 2013 back to cover 2013 Winter Meeting Federation Flyer | Spring 2013 | 19 2013 Winter Meeting CLE Credits Bruce Celebrezze, CLE Chair 2013 WINTER MEETING CREDITS Saturday, March 2 – Saturday, March 9, 2013 The Westin La Cantera Resort | San Antonio, Texas State Total Credits Ethics Credit back to cover *Alabama 13.00 1.00 *Arkansas 13.00 1.00 *Colorado 16.00 1.20 *Delaware 13.00 1.00 Florida *Georgia 13.00 1.00 Idaho Illinois 13.00 1.00 *Indiana Iowa 13.00 1.00 *Kansas 15.50 1.00 *Kentucky *Louisiana 13.00 1.00 Minnesota *Mississippi 13.00 1.00 Missouri 14.10 1.20 Nebraska 13.00 1.00 *Nevada *New Hampshire 13.00 1.00 *New Mexico 12.70 1.00 *North Carolina *Ohio 13.00 1.00 *Oklahoma 15.50 1.00 *Oregon 13.25 1.00 *Pennsylvania 12.50 1.00 *South Carolina 13.00 1.00 *Tennessee 13.00 Texas 13.00 1.00 *Utah 13.00 1.00 *Virginia Washington 13.00 1.00 West Virginia 15.60 1.20 *Wisconsin 15.50 1.00 Course No. OTH42508 735812 fdc03020132013_ 171958 108207 101301 0656130305 76790 027A13-04 051432 000258944 64978001 380*65 178067 132395 135310 901264331 338890 * New York Approved Jurisdictions For CLE questions, please contact Francie Berg at [email protected] 20 | Federation Flyer | Spring 2013 president elect’s REPORT KNOW THYSELF “The unexamined life is not worth living.” Old Socrates, to whom this quote is attributed, was a wise one, wasn’t he? At least until he was convicted of corrupting the minds of Athenian youth, refusing opportunities to escape and instead slurping down a cocktail of hemlock. But, I digress. Back to that “unexamined life” thing. The point Socrates was making is that the first step toward improvement is self-examination. We as individuals sometimes lapse into the notion that status quo is good enough—“if it ain’t broke, don’t fix it.” Organizations sometimes make the same mistake. They continue doing what they have done for a long time because, well, things have been going pretty well. And opportunities to improve and evolve are sometimes missed. We are a strong, vibrant, successful legal association with a prideful heritage extending back over 75 years. We have achieved this status because we have had extraordinary leadership over the years that displayed a willingness to adapt to change. And change is upon us again. The world is still struggling through an economic crisis. The practice of law is different. Relationships are strained between attorneys and their clients. Legal jobs are hard to get and becoming more difficult to retain. We are seeing internet auctions for legal services—INTERNET AUCTIONS, for God’s sake. During my year as president, I want the FDCC to examine itself, specifically by taking a fresh and objective look at three issues: 1. Should the FDCC increase its membership limit for Defense Counsel Members? Our bylaws limit the number of US-practicing Defense Counsel Members to 1100. We have limits because we rightfully want to be exclusive. Some organizations, like ADTA, have membership limits, while others like DRI and IADC do not. What are the pros and cons of allowing more Defense Counsel Members from the US? 2. Should we shorten or otherwise modify our Winter and/or Annual Meetings? Our meetings have taken on a familiar format and length. Attendance at meetings requires a time and financial commitment. In order to incentivize attendance at our meetings, we need to remove impediments. Based on input from those members who attend meetings and those who don’t, we need to assess whether the timing, length, and costs of our meetings discourage attendance and, if so, whether we should make some changes. 3. How can the FDCC best address long-term strategic issues? Right now, the Board has responsibility to develop a Strategic Plan. The Evaluation Committee is charged with the responsibility to look at certain quadrennial issues and other referred matters relevant to the well-being of the FDCC and the accomplishment of its objectives and purposes. We need to be sure that the FDCC has institutionalized a structure and process to address all long-term strategic issues that the organization may face. This includes having the right people looking at the right issues in a timely fashion. The key aspect of doing a selfexamination is to have the right group do the examination. For my year as president, I’ve appointed a Committee of Five to look into these three issues. This Committee represents a good cross-section of our organization. The Committee will be chaired by Deb Kuchler, an FDCC Senior Director. Also on the Committee will be Jack Trigg, FDCC president from 1995-96; Dan Kohane, FDCC president from 2006-07, and two members at large—Heidi Goebel and Johnny Sarber. This Committee will not act in isolation. Instead, it will get input from a variety of sources in coming up with its recommendations. In fact, if you have thoughts on these issues, please feel free to provide them directly to Deb at [email protected]. The Committee’s recommendations will ultimately be considered by the Board and, if a bylaw change is implicated, by membership as a whole. Maybe we need to change things; maybe we don’t. But at least we take a look. If it worked for Socrates, it should work well for us. Then again, as quoted in Plato’s Republic, Socrates also said: “As for me, all I know is that I know nothing.” Maybe so, my friend—next time, Socrates, when they are coming at you with a chalice of hemlock after convicting you on some cookedup Greek charges, turn and run like hell. I’m not kidding. I do that every time. Federation Flyer | Spring 2013 | 21 back to cover Timothy A. Pratt President-Elect Save the Date 10th Annual Corporate Counsel Symposium back to cover September 18-20, 2013 | Chicago CORPORATE COUNSEL SYMPOSIUM Christopher P. DePhillips Corporate Counsel Symposium Committee The Federation is off to the Windy City for the 2013 Corporate Counsel Symposium (CCS)! The Symposium is scheduled for September 18-20 at the Swissotel in Chicago. The Swissotel is a superior facility and convenient to all that the great city of Chicago has to offer. We have a blockbuster program planned for you. The theme is “Corporations in Crisis: Protecting the Brand.” General Counsel and Defense Counsel know all too well that corporations We have a blockbuster program planned are under stress, as litigation crises for you. The theme is “Corporations in Crisis: abound in a world where economic, Protecting the Brand.” political, and social media crises threaten the stability of Corporate America. Our panels will educate you on how to defend your client, and its brand, in an unsettling environment that makes it difficult for corporations to thrive. Our panels will teach you how to respond to a legal crisis faced by your client—how to organize an initial response to a crisis, and how to deal with the internal challenges at your client after a crisis erupts. Distinguished panels will counsel you on how to transition your client from crisis to stability—and how to respond to government regulators 22 | Federation Flyer | Spring 2013 when they come knocking at your client’s door. Our speakers will also address the legal and ethical issues associated with the Penn State and the Livestrong crises, and communicate lessons learned for our clients and outside counsel. Our distinguished faculty includes highly-regarded inspirational speaker, Bill Courtney; Katherine McLane of Livestrong; and in-house counsel from companies such as Supermedia LLC; Interact Public Safety Systems; Boston Scientific; Matthews International Corporation; State Farm; Toyota; HDI-Gerling America Insurance Company; Zurich; Acadian Ambulance Service, Inc.; NationsBuilders Insurance; and Dryvit. The Symposium will give you an opportunity to network with the best and brightest in-house and outside counsel; participate in an interactive Corporate Counsel Roundtable discussion; and dine around at some of the best restaurants in Chicago. The CCS is well-known as the preeminent conference for corporate counsel and outside defense counsel in America. If you are an outside counsel, please attend, but don’t forget to bring a corporate counsel with you. Mark your calendars NOW for the CCS September 18-20, 2013. See you all in Chicago! For more information, please visit the FDCC website. Foundation-Supported Programs Your FDCC Foundation continues to be very active in pursuit of its mission to promote civil justice by sponsoring programs and projects that enhance the quality of legal practice for Federation members and the defense bar. The Foundation proudly sponsored two superb speakers at the March meeting at the Westin La Cantera. Constitutional scholar Erwin Chemerinsky addressed the plenary session regarding the direction of the United States Supreme Court as suggested by several important recent decisions, including the 2012 Obamacare decision. On Friday, Doris Kearns Goodwin delivered remarkable insights from her career as a presidential historian and her recent role as technical advisor for the film “Lincoln” based on her best-selling book “Team of Rivals.” The Foundation has provided funding to support the Federation’s new Lunch and Learn webinars. This series of webcasts provides outstanding free education to the Federation’s member law firms. The Foundation is pleased to support this major initiative by Federation President Ed Kaplan. The Foundation Board voted to support Walter Dukes’ legal education program at the summer meeting at the Broadmoor. The Foundation will provide funds for these plenary session speakers: former federal prosecutor Chuck Rosenberg, who will describe his experiences as a 9/11 prosecutor in a program entitled “Zacarias Moussaoui – The Investigation and Prosecution of the 9/11 Conspiracy;” Hon. Andrew Peck, magistrate for the Southern District of New York, who will address a more cost-effective and efficient approach to electronic discovery in large cases; and District Court Judge Christine Arguello and Supreme Court Justice Nancy Rice, both from Colorado, who will provide courtroom tips for trial lawyers. Lastly, the Foundation Board approved a contribution of $2,500 to the National Foundation for Judicial Excellence. This contribution was made in support of the NFJE’s Ninth Annual Symposium, an event that provides education from a defense perspective to more than 100 judges each year. Fundraising Our fundraising efforts received a boost from the new dues checkoff program, which encouraged Federation members to make suggested donations of $25 or $35 at the time of payment of annual Federation dues. The program raised almost $15,000 with a 36% membership response rate. The amount raised is a little less than the amount the Foundation pays in an average year to support Federation activities. The dues checkoff program will continue and leadership believes it will provide an annuity to help guarantee funding of future programs. Donations outside of the checkoff program provided an additional $22,500, most of which were contributions by members joining the Foundation Fellows program or moving to a higher level of fellowship. Your generous donations keep the Foundation financially strong. Foundation Fellows Programs The most generous way to support the Foundation is to become a Foundation Fellow. You can become a Foundation Fellow through contributions totaling $1,000. Higher levels of the program are Sustaining Fellow ($2,000); Endowing Fellow $3,500); and Philanthropic Fellow ($6,000). Your contributions to the Foundation are cumulative over a ten-year period and count toward your admission as a Foundation Fellow. If you are already a Fellow, please consider using the cumulative-giving program to reach one of the higher levels. At year end, our population of generous donors was 158 Fellows, of which 28 have attained Sustaining status, 13 are Endowing Fellows, and 16 are Philanthropic Fellows. Foundation Committee The Foundation Committee, a standing committee of the Federation, has been busy in its efforts to support the Foundation. Committee vice-chairs Diane Polscer and Terence Ridley, in charge of increasing the Foundation’s fundraising and visibility, presented white papers to the Foundation Board with several excellent ideas for increasing the Foundation’s fundraising and visibility. We expect one of the first projects to be a raffle at the upcoming meeting at the Broadmoor with the winner receiving a suite upgrade at the Winter 2014 meeting at Marco Island. We also expect that meeting to be the site of the Foundation’s third biennial silent auction. Thanks to all for your continuing support of the Foundation. I look forward to seeing you in Colorado Springs. Federation Flyer | Spring 2013 | 23 back to cover Alan S. Brown President, FDCC Foundation Federal Product Liability Legislative Update back to cover Linda S. Woolf Here is a summary of some recently introduced pieces of legislation introduced in the United States Congress that may be of interest to Federation members. Small Business Freedom of Commerce Act On January 4, 2013, Representative Scott Garrett (NJ) introduced H.R.168, the Small Business Freedom of Commerce Act. The Act would allow a small business operating in the United States to elect to be exempt from any federal rule or regulation issued on or after January 20, 2009. The Act incorporates the definition of “small business” from the Small Business Act, 15 U.S.C. §632(a). The small business would be required to notify the federal agency that issued the rule or regulation that it has elected such exemption. The agency would be obligated to confirm receipt of the notice. The exemption would then be effective 30 days after such notification is received by the agency. The exempt small business would be required to: (1) label any product affected by the exemption as no longer subject to such rule or regulation, and (2) include in any communication relating to the affected product or activity a notice stating that it is no longer subject to the rule or regulation. 24 | Federation Flyer | Spring 2013 Under the Act, however, a small business would be prohibited from electing to be exempt from a rule or regulation issued by the Departments of Defense or Homeland the rule or regulation is necessary for U.S. security. The bill, which was co-sponsored by Representatives Kerry Benvitolio (R-MI), Tim Huelscamp (KS), and Todd Rokita (IN), was sent to the house Committee on Small Business. Access to Birth Control Act In response to reports of pharmacists refusing to fill prescriptions for contraceptives in multiple states, Senator Frank Lautenberg (N.J.) introduced the Access to Birth Control Act (S.333). The bill was co-sponsored by 10 Senators. Its companion bill in the House of Representatives (H.R. 728), which was sponsored by Representative Carolyn Maloney (NY), was co-sponsored by 27 members of Congress. The Act amends the Public Health Service Act to require pharmacies to comply with certain rules related to contraceptives, including: (1) providing a customer a contraceptive without delay if it is in stock; (2) immediately informing a customer if the contraceptive is not in stock and either transferring the prescription to a pharmacy that has the contraceptive in stock or expediting the ordering of the contraceptive and notifying the customer when it arrives, based on customer preference, except for pharmacies that do not ordinarily stock contraceptives in the normal course of business; and (3) ensuring that pharmacy employees do not take certain actions relating to a request for contraception, including intimidating, threatening, or harassing customers, interfering with or obstructing the delivery of services, intentionally misrepresenting or deceiving customers about the availability of contraception or its mechanism of action, breaching or threatening to breach medical confidentiality, or refusing to return a valid, lawful prescription. Pursuant to the Act, a pharmacy is not prohibited from refusing to provide a contraceptive to a customer if: (1) it is unlawful to dispense the contraceptive to the customer without a valid, lawful prescription and no such prescription is presented; (2) the customer is unable to pay for the contraceptive; or (3) the employee of the pharmacy refuses to provide the contraceptive on the basis of a professional clinical judgment. The Act would impose a civil penalty of $1,000 per day of violation not to exceed $100,000 for all violations adjudicated in a single proceeding. It also provides for a private cause of action by any person aggrieved by a violation of the Act, including punitive damages and attorney’s fees. The House bill was referred to the Committee on Energy and Commerce’s Subcommittee on Health on February 14, 2013. The Senate bill was referred on February 14, 2013 to the Committee on Health, Education, Labor and Pensions. Common Sense Nutrition Disclosure Act of 2013 On March 19, 2013, Representative Cathy McMorris Rogers (WA) introduced H.R. 1249, the Common Sense Nutrition Disclosure Act of 2013, “to amend section 403 of the Federal Food, Drug, and Cosmetic Act to improve and clarify certain disclosure requirements for restaurants, similar retail food establishments, and vending machines.” This bill was referred to the House Committee on Energy and Commerce. The Act applies to restaurants and retail food establishments that derive more than 50% of their total revenue from the sale of food. The Act mandates the disclosure of the following nutrient content in the standard menu: 1) the number of calories contained in the whole product; 2) number of calories contained per serving or the number of servings; or, 3) the number of calories per unit division of the product, “such as for a multi-serving item that is typically divided before presentation to the consumer.” The Act also permits the disclosure of the nutrient content information by a remote-access menu, such as one available on the internet, where the majority of customers place orders off-premises. For nutrient disclosure, the Act sets forth parameters for allowances of variation in nutrient content within a reasonable basis. Reasonable basis means “that the nutrient disclosure is within acceptable allowances for variation in nutrient content.” Acceptable allowances shall include varia- tions in serving size, inadvertent human error in formulating menu items, and variations in ingredients. The Act also delineates the methods by which a restaurant or similar food establishment may determine and disclose the nutritional content. These methods include the following: ranges, averages, individual labeling of flavors or components; or labeling of one preset standard build (i.e., the finished version of a menu item most commonly ordered by consumers). The Act permits the Secretary to allow the use of other methods of disclosure for which there is a reasonable basis. Stop Tampering of Prescription Pills Act of 2013 On February 4, 2013, Representative William Keating (MA) introduced H.R. 486, the Stop Tampering of Prescription Pills Act of 2013, to amend the ‘Federal Food, Drug, and Cosmetic Act to incentivize the development of abuse-deterrent drugs.” The bill was referred to the House Committee on Energy and Commerce. The Act amends the Federal Food, Drug, and Cosmetic Act to include new drug application requirements for abuse-deterrent drugs. Abuse-deterrent refers to drugs that: 1) contain “as an active moiety a controlled substance that has been classified as opium, an opiate, or a derivative thereof;” 2) has been formulated for oral administration; and 3) exhibit physicochemical properties “that make product manipulation significantly more difficult or ineffective in altering the characteristics for purposes of misuse or abuse when compared to drugs without such properties.” An abuse-deterrent drug also contains one or more additional active or inactive ingredients intended to deter abuse through potential pharmacological effects. The Act includes provisions relating to approval of new brand new drugs. It directs the Secretary to refuse new (brand name) drug applications for drugs containing opium, an opiate, or a derivative as an active moiety that is not abuse-deterrent if an abuse-deterrent drug containing the same active moiety has been approved and has not been discontinued from marketing. If an application is potentially subject to refusal, the application shall “include such information as the Secretary determines necessary to demonstrate that the application is not subject to such refusal.” The Secretary may approve an application if such approval is necessary either to prevent or alleviate a drug shortage or address a “significant unmet public health need.” The Act contains provisions relating to new generic drugs. The Act requires a new (generic) drug application for an abuse-deterrent drug to include testing information demonstrating that the generic drug resists manipulation or the effect of manipulation to a degree at least comparable to the listed drug, if the listed drug is an abuse-deterrent drug. The Secretary may deny apFederation Flyer | Spring 2013 | 25 back to cover Federal Product Liability back to cover Federal Product Liability proval of a generic drug application if the listed drug is abuse-deterrent and one or more of the generic drug’s active moieties differ in any material respect from those of the listed drugs. The Act prescribes that an approved generic drug shall not be considered bioequivalent to, or to have the same therapeutic effect as, the listed drug if the listed drug becomes abuse-deterrent unless and until the generic drug demonstrates that it resists manipulation or the effect of manipulation to a degree at least comparable to the listed drug. The Act sets forth requirements governing when a drug that is not abusedeterrent may have its approval withdrawn or suspended. A withdrawal or suspension of a drug formulated for oral administration shall be considered withdrawn for safety or effectiveness reasons if the approval of a listed drug, which is not abuse-deterrent, was withdrawn or suspended, the listed drug was withdrawn from sale, or the Secretary has previously approved an abused 26 | Federation Flyer | Spring 2013 deterrent drug, with the same dosage form and active moiety. The Act also contains provisions relating to the withdrawal of previously approved brand name and generic drugs. In withdrawing the approval of an application for any drug, the Secretary must, on a case-by-case basis, delay the effective date of such withdrawal for a period deemed sufficient by the Secretary to give the sponsor an opportunity to obtain approval for formulating a drug that meets the criteria for an abuse-deterrent drug. Beginning 60 days after the date of enactment, the Secretary shall include in the list of each drug or category of drugs, the drugs the Secretary deems to be abuse-deterrent drugs, remove from the list of abuse-deterrent drugs any drug the Secretary determines is not an abuse-deterrent drug, and reflect drugs that are withdrawn or suspended. Lead Exposure Reduction Amendments Act of 2013 On March 6, 2013, Senator James Inhofe introduced S.484, the Lead Exposure Reduction Amendments Act of 2013, to amend the “Toxic Substances Control Act (TSCA) relating to lead-based paint renovation and remodeling activities.” Senators David Vitter (LA), Chuck Grassley (IA), Roy Blunt (MO), Deb Fischer (NE.), Mike Enzi (WY), and Tom Coburn (OK) were co-sponsors. The bill was referred to the Committee on Environment and Public Works. The Act would reinstate an optout provision removed by the EPA in 2010 that would to allow homeowners without small children or pregnant women residing in the home to decide whether to comply with the EPA’s Lead: Renovation, Repair and Painting (LRRP) rules, allow remodelers to correct paperwork errors without facing full penalties and provide an exemption for emergency renovations. It would also eliminate the requirement that recertification training be done in person, thereby relieving remodelers from having to travel long distances to training facilities out. The LRRP rule applies to homes built before 1978 and requires renovator training and certification, adherence to lead-safe work practices and record keeping. According to the National Association of Homebuilders, by removing the opt-out provision in July 2010, “EPA more than doubled the number of homes subject to the LRRP rule, adding an estimated $336 million per year in compliance costs to the remodeling community without making young children any safer.” MemorialS Geoffrey Anthony Lord London, England Member since 1993 Don James St. Louis, Missouri Member since 1985 Increasing the Federation’s Visibility Metropolitan Corporate Counsel. We continue to place our branding visuals and articles in the Metropolitan Corporate Counsel (“MCC”). A leading publication in the corporate counsel community, MCC offers a great fit to showcase to key decision makers the quality of our members and their work product and to deliver the FDCC’s branding message to the right target audience. We are reviewing past and upcoming programs to identify work from our members that is adaptable to the shorter format and compelling to the corporate counsel audience. The members who have provided value to the FDCC get greater visibility for their efforts, and the excellent work of FDCC members is highlighted to one of our target audiences. Leveraging the Symbiosis Between Our Crown Jewels and Our Visibility Efforts. To focus our efforts and maximize their impact, and in keeping with the goal of leveraging the amazing work already being done by members as a way of building the FDCC brand, we will be focusing Fishman Marketing’s efforts on some of our premiere programs, the Litigation Management College, Corporate Counsel Symposium, and I-3. In the upcoming June issue of MCC, FDCC member, Marc Harwell, will have a feature article on basic risk management and social media. This topic will be one of many highlighted at the FDCC I-3 Meeting in New York from October 2-4. The July-August MCC will feature an article authored by member Chris DePhillips and will focus on topics at the CCS to be held in Chicago, September 18-20. These programs are of unsurpassed quality. One of the most effective ways to raise the profile and stature of the Federation is to spotlight to outsiders the great work already being done in these tremendous programs. Like the MCC efforts, this approach also adds immediate content and expertise to our branding message. Simultaneously, focusing our marketing efforts on these programs brings added benefit to those programs, those contributing content to those programs, and those engaged in marketing those programs. Great programs. Great message. Great visibility. The FDCC is doing its part. Now, you can do yours. Spread the word about what a great organization the Federation is to your peers and personal networks. Efforts to raise the profile and visibility of the Federation continue and the officers are committed to maximizing the value and meaning of your FDCC membership. Federation Flyer | Spring 2013 | 27 back to cover Howard Merten LMC June 9-13, 2013 back to cover Atlanta, GA The nineteenth annual Litigation Management College and the tenth annual Graduate Program of the Litigation Management College are scheduled for June 9-13, 2013 at Emory University Conference Center in Atlanta, Georgia. Our annual goal for enrollment is 75-100 students for the College and 25 students for the Graduate Program. The FDCC looks forward to continuing to provide claims professionals a sophisticated level of training offered by experts in negotiation, evaluation and litigation. The Litigation Management College has earned an international reputation as the premier advanced litigation training course for claims professionals. Utilizing a new fact pattern, the College offers an intensive four-day experience of workshops, based on a case study and participatory interactive educational experiences. The curriculum is fast-paced and cuttingedge with a practical approach to litigation management. The program provides a unique opportunity for claims professionals to explore, study, and discuss issues of current interest. The College is sponsored by the FDCC as a service to claims professionals, third-party administrators and self-insured corporate litigation managers working in the insurance industry or in corporate law and claim departments handling litigation matters. The College is designed for claim and litigation management profes28 | Federation Flyer | Spring 2013 2013 Litigation Management College and Graduate Program sionals with five to fifteen years claims or litigation management experience. The Graduate Program consists of an intensive 32-hour classroom and workshop curriculum intended to expand the litigation management, evaluation, and negotiation skills learned in the College. It builds upon the solid foundation provided by the College to further refine the students’ understanding of advanced insurance coverage issues, strategic litigation tactics and alternatives for resolution of disputes on favorable terms. It allows students to gain additional experience and participation in application of their skills in a cost effective manner with any type of litigation challenge that may arise in their workloads. Students have included representatives from Acadia Insurance, Zurich North America, Harleysville Insurance, EMC Insurance, Axis Insurance, Meadowbrook Insurance Group, Dollar General Stores, Liberty Mutual Insurance, Hanover Insurance, Hartford Insurance, Mountain States Insurance, Dean Foods Company, Infinity Insurance, AIG, RSUI, General Star, Akzo Nobel, NGM Insurance, Guilford Specialty, IMT Insurance, and Mitsui Sumitomo Insurance. Every year, both the LMC and Graduate Programs receive rave reviews from students. “Excellent, intensive, hands on/real practice exercises with high potential for mental retention.” “The faculty is so knowledgeable and very willing to take the time to answer questions and assist in any way they can.” “Great group of speakers.” “This was the best seminar I have attended in 15 years.” The faculty of the College and the Graduate Program consists of numerous prominent defense and corporate attorneys and insurance industry executives, all of whom are members of the FDCC, and many of whom have devoted years of service in educating class after class of students. The College also provides training from outside experts as a part of the experience. These include: Audrey Nelson, Ph.D. of Nelson Communications in Boulder, Colorado, an internationally recognized trainer, keynote speaker, and consultant specializing in gender communication, conflict management and dealing with difficult people, and communication skills; John Patrick Dolan, Esquire, a well-known attorney who is also a professional speaker on the classic principles of effective negotiation; and The jury consulting firm of Tsongas Litigation Consulting uses its experience, methodology, audiovisual technology, and expert knowledge of communication to assist with witness preparation (including the claims professional) and provides insight into the use of mock juries. We believe the students attending the 2013 Litigation Management College and Graduate Program will have an excellent experience and take home skills which they can utilize in their everyday job performance. A full description of the College and Graduate Program, as well as applications which can be downloaded, may be found on the FDCC website, www.thefederation.org. J. Scott Kreamer, Dean, Litigation Management College, 816/471-2121 Helen J. Alford, Dean of Curriculum, Litigation Management College, 215/415-9214 Susan B. Harwood, Dean, Graduate Program, 407/660-0990 board chair’s REPORT The FDCC Board of Directors meeting in San Antonio was attended by all of our Board members. We had an excellent report from Cooper Thurber and the Admissions Committee on all of their good work. We are continuing to bring in new Corporate members (Cooper reported we have brought in ten since the last Board meeting) as well as new International members and new Defense Counsel members. Please stay alert for possible corporate or insurance persons who would fit well into our Federation and who meet our by-law guidelines. If you do run across someone you think would qualify as a member and whom you would like to see as a member, please communicate that information to Mary Nell O’Dowd or Marty Streeper along with the contact information. Steve Farrar submitted a very lengthy and extensive Financial Review Committee report. In the report, there was a recommendation that dues for Defense Counsel members be increased from $525 to $650. We have not had a dues increase since 2006. During that interim, for example, the International Association of Defense Counsel (IADC) has had three dues increases. I had an extensive conversation with the President of IADC and he was quite surprised to learn we had not had any dues increases given the cost of living increases and the quality of our meetings. The Board of Directors, after extensive study of the Financial Review Committee report, unanimously voted in favor of the dues increase. My thanks to Steve Farrar’s committee, which included Bob Christie, Bruce Celebrezze, Lou Collins, Mike Glascott, Steve Goldman, Vicki Roberts, and Michael Streeper, for all their good work. We did not take the dues increase decision lightly. It is important for us to ensure that all of you continue to derive significant benefit from the cost and privilege of FDCC membership. The additional revenues from dues will help us accomplish more things, like continuing to promote the visibility of the FDCC, improving our member referral network, broadening the FDCC’s influence on public policy and advocacy issues by increasing our funding for our amicus efforts, and expanding the number of organizations affiliated with the FDCC. We can also ensure that the fiscal soundness of the FDCC is preserved by maintaining the appropriate level of reserve funds. We are fortunate to be a part of an organization that is strong and blessed with an abundance of committed members. However, in all we do, we must always strive to make us stronger, better, and more impactful so we maintain our position of being the most prestigious and influential defense and corporate counsel organization in the world. I am sure that all of you will understand the necessity for the dues increase which was given considerable and extensive scrutiny by not only the Financial Review Committee, but the Board as a whole. I look forward to seeing you at The Broadmoor in my final meeting as Chairman of the Board. The Federation is on the right path, and with your full participation and help, we will continue to be the number one defense organization in the country. Please stay alert for possible corporate or insurance persons who would fit well into our Federation and who meet our by-law guidelines. If you do run across someone you think would qualify as a member and whom you would like to see as a member, please communicate that information to Mary Nell O’Dowd or Marty Streeper along with the contact information. Federation Flyer | Spring 2013 | 29 back to cover Mike Neil Board Chair News back to cover Barry Bauman LCJ Executive Director LCJ’s May Membership Meeting Featured Key Congressional Leaders, Judges, and State AG’s LCJ’s May 6-7 Membership Meeting in Washington, DC featured an exciting program and an outstanding array of distinguished, special guest speakers including judges, attorneys general, and members of congress. With topics such as “Implications of the Proposed FRCP Amendments on the Jury Trial” and “The Role of the Federal Judicial Conference in Shaping Procedural Rule and Class Action Reform,” this meeting highlighted the economic impact of litigation costs as well as generating support for LCJ’s FRCP and Class Action Initiatives. Additionally, the meeting featured an exciting panel presentation spotlighting state attorneys general and the risks faced when AGs pursue litigation on behalf of the state. Confirmed special guest speakers included Congressman Trent Franks (R-AZ), Member, House Judiciary Committee; Honorable Jeffrey S. Sutton (6th Circuit), Chair of the Standing Committee on Rules of Practice and Procedure; Honorable Dee Benson (Utah District), District Court Representative on the Judicial Conference of the United States; Honorable Alan Wilson, South Carolina Attorney General; Honorable Luther Strange, Alabama Attorney 30 | Federation Flyer | Spring 2013 General; Eric Brown, Senior Director and Assistant General Counsel – Litigation and Legal Compliance, Eli Lilly and Company; Kaspar J. Stoffelmayr, Vice President and Associate General Counsel, Bayer Corporation; Melissa Mandell Paul, Senior Attorney, Corporate Integrity and Compliance, FedEx Corporation; Doug Lampe, Counsel, Ford Motor Company; Barney Shultz, Vice President – Counsel, State Farm Mutual Automobile Insurance Company; and more corporate and defense counsel representatives. Attendees enjoyed two days of meetings on cutting edge legal reform issues, a cocktail reception and dinner featuring Congressman Franks as a special guest speaker, and more. New officers to the organization were elected. Former DRI President Marc Williams was nominated to replace former FDCC President Wayne Mason, whose term expired in May. Former IADC President Rob Hunter will become President elect. Each year the leadership of LCJ rotates among the leadership of the three defense organizations. During Wayne Mason’s term, LCJ made significant progress in achieving rule making reforms at the Federal level while the organization celebrated its 25th Anniversary in New York in December 2012. Other significant developments included the selection of Alex Dahl of the Brownstein Hyatt Farber Schreck, LLP firm, who succeeded outgoing counsel Al Cortese. For more information, contact LCJ Executive Director Barry Bauman@[email protected]. LCJ and Defense Organizations Advance Initiative to Minimize Costs and Burdens of Discovery In anticipation of the April 11-12, 2013 meeting of the Advisory Committee on Civil Rules, LCJ and the defense bar organizations – IADC, FDCC, and DRI – submitted two formal comments to the judicial conference urging the committee to adopt reasonable legal reforms that would ease the burdens of discovery for companies conducting business in America. This correspondence was submitted as part of LCJ’s ongoing FRCP Initiative, which is designed to encourage the Judicial Conference to fundamentally revamp the Federal Civil Rules by adopting meaningful amendments in four key areas: notice pleading; limiting discovery and e-discovery; preservation; and cost allocation. One comment, which is titled A Meaningful Step Towards Addressing Preservation, Discovery and Costs, supports the publication of proposed Rule 37(e) and the Duke Subcommittee Proposals, both of which “represent materials progress toward the three pillars of discovery reform: (1) a national and uniform spoliation sanction approach; (2) a fair and practical revised scope of discovery; and (3) incentive-based cost default rules.” LCJ also submitted a comment titled The Un-American Rule: How the Current “Producer Pays” Default Rule Incentivizes Inefficient Discovery, invites Abusive Litigation Conduct and Impedes Merits-Based Resolutions of Disputes, which advocated the adoption of a “requester pays” discovery rule. As LCJ outlined in the comment, such a rule would “encourage each party to tailor its discovery requests to the needs of the case by placing the cost-benefit decision onto the requesting party – the party in the best position to control the scope of those demands.” LCJ will continue to promote reasonable reform initiatives. LCJ Announces New Openings for Defense Law Firms Lawyers for Civil Justice (LCJ) has a handful of openings for associate membership and is currently accepting applications from defense firms around the country. As Associate Members of LCJ, these firms will have the opportunity to work closely with business community representatives in promoting reasonable civil justice reform and in supporting the LCJ mission through participation on any number of extremely active committees. Those firms that invest in LCJ membership will join a true partnership of the corporate and defense bar communities. This partnership is reflected in LCJ’s Board of Directors, which is evenly composed of representatives from corporate entities and the nationally organized defense bar – DRI – The Voice of the Defense Bar, Federation of Defense & Corporate Counsel, and the International Association of Defense Counsel. By tapping into the resources of these defense organizations and the more than 20,000 legal practitioners that they represent, LCJ provides crucial support for ongoing legislative and procedural rules initiatives at both the federal and state level. In addition, LCJ twice yearly assembles nationally recognized policy makers and practitioners such as members of Congress, distinguished judges, and other opinion leaders to discuss the latest developments in civil justice reform. Firms that wish to apply for the open Associate Member positions may contact LCJ Executive Director Barry Bauman, [email protected] or (202) 429-0045 for more information and membership applications. through the work of two key committees – the FRCP Committee and the Class Actions Committee. Committee members include members of LCJ and LCJ supporters who are committed to promoting excellence and fairness in the civil justice system by producing correspondence, comments, white papers, memos briefs, and other tangible resources. The FRCP Committee monitors and responds to a wide range of procedural rule proposals that may enhance or limit corporate clients’ access to fair and reasonable civil proceedings. Formed last year, the Class Action Committee is currently undertaking a major reexamination of the state of class action law post-CAFA (Class Action Fairness Act). Both the FRCP and Class Action Committees meet regularly by phone to discuss key issues and help determine the focus of LCJ advocacy initiatives. For more information on joining one of LCJ’s advocacy committees, contact LCJ Executive Director Barry Bauman at bbauman@lfcj. com or 202-429-0045. LCJ Class Action and FRCP Committees Promote Reasonable Reform Initiatives, Welcome New Members Lawyers for Civil Justice is currently advancing legal reform initiatives Federation Flyer | Spring 2013 | 31 back to cover News International Association of Insurance Law Colin Croly Michael Gill back to cover For many people, AIDA conjures up images and sounds associated with great operatic arias, triumphal marches, and Italian composers. However, in the world of insurance law, AIDA happens to be the French acronym for the International Insurance Law Association. It may not have the colour, excitement, and sound of a great Italian opera; nevertheless, it is a wonderful organisation in its own right, providing great experience and opportunity for many people, over many years. AIDA was formed in 1960 for the purpose of promoting and developing, at the international level, collaboration between its members with a view to increasing the study and knowledge of international and national insurance law and related matters. AIDA consists of National Chapters, Regional Groupings, and Working Parties. Currently, there are 60 recognised National Chapters. Further Chapters are in the process of formation (Belarus, Canada, People’s Republic of China, Croatia, India, Ireland, Malaysia, Montenegro, and Thailand). AIDA’s Regional Groupings, such CILA (Spanish, South, and Central American) and AIDA Europe, are active groups which hold regular meetings and conferences throughout the year. An Asia-Pacific Regional Grouping is in formation and hopes to meet in Rome in 2014. Plans are afoot to hold an inaugural conference in 2016 to celebrate the 250th anniversary of the famous insurance decision of Carter -v- Boehm. AIDA Europe last met in London in September 2012. Click here to see more. 32 | Federation Flyer | Spring 2013 CILA last meet in Asuncion, Paraguay, in April 2011. Its recent meeting was in Lisbon, Portugal, in May 2013. Working Parties which regularly meet to discuss specific case law and emerging developments in their specific areas: • Accumulation of Claims & Subrogation • Civil Liability • Climate Change • Consumer Protection & Dispute Resolution • Credit Insurance & Surety • Distribution of Insurance Products • Marine Insurance • Motor Insurance • New Technologies & Prevention & Insurance • Personal Insurance & Pensions • Reinsurance • State Supervision of Insurance The AIDA website contains information about the activities of the Working Parties. The day-to-day business of AIDA is run by its Secretariat which is made up of Colin Croly (Secretary-General), Tim Hardy (Assistant SecretaryGeneral), and Sandra Dellimore who is the personal assistant working with Colin and Tim. The Executive of AIDA is made up of the President, the four Vice-Presidents, the SecretaryGeneral, the Treasurer, and the Chairman of the Finance Committee. The Presidential Council currently has 60 members representing 32 countries. In addition to the elected members, the former Presidents and Vice-Presidents are honorary members of the Council. The AIDA Executive, Presidential Council, and its 12 Working Parties usually meet twice a year in conjunction with a conference arranged by the local host Chapter, often in cooperation with other associations and institutions, such as the FDCC and IBA. Our major meetings for 2013 are for Portugal, Lisbon, recently held from 8-10 May, and Sydney, Australia from 18-20 September. AIDA also holds a World Congress every four years, with the next occurring in September 2014 in Rome, and the 2018 Conference in Rio de Janeiro. The 2014 World Congress will be hosted by the Italian Chapter and is partially intended to celebrate the 50th anniversary of the first World Congress of AIDA, which occurred in Rome in 1962. The World Congress in 2014 will feature five major themes, being: • Arbitration (Reporter: Piero Bernardini, Italy) • Discrimination in Insurance (Reporter: Dr Birgit Kuschke, South Africa) • On-line Insurance (Reporter: Samim Unan, Turkey) • Preventative Measures (Reporter Samantha Traves, Australia) • Transparency, Conflicts of Interest and Intermediary Remuneration (Reporter: Giovanna Volpe Putzolu, Italy) law, has a membership in excess of 1,200 drawn from the corporate sector, private practice and other areas. Its structure includes specialist sections dealing with and having expertise in many of the major areas of importance to insurance and insurance law. It conducts a number of major programs throughout the year, including its Annual Meeting and Winter Meeting as well as specialist meetings such as its Corporate Counsel Symposium and I-3 Insurance Institute. Having established that both FDCC and AIDA present important opportunity for each other’s development including the furthering of objectives and opportunities for members, it has been proposed that the relationship between the two bodies be further explored consistent with the following: • Both bodies will work towards a closer relationship in pursuance of mutual interests and areas where we can assist each other to achieve our objectives. • To start with, the President and senior office bearers will be invited to each other’s relevant meetings and conferences and, when appropriate, be given an opportunity to participate in those programs as speakers or commentators. • When attending each other’s meetings, time (both formal and informal) will be set aside to discuss progress and issues in the growth of relationship between the bodies. • Specifically, and at a time which is appropriate given the development of the relationship, such discussions may include the promotion of membership and the planning of a joint seminar or conference. • Cooperation between the Working Parties of AIDA and the specialist sections of the FDCC. Senior members and office bearers of the FDCC have previously attended AIDA Europe Conferences in Zurich, Amsterdam, and London, most recently being Mike Neil, Rich Traub, and Mike Nelson who attended the London meetings in September 2012. Some FDCC members have also sought to become members of the AIDA Chapter in the USA; therefore, it is clear that there are many opportunities for FDCC and AIDA USA to work more closely together. Colin Croly attended the Annual Conference of FDCC in Whistler, British Colombia in July 2012. Michael Gill attended the Winter Meeting in March 2013 in San Antonio, Texas. The insurance and reinsurance industry is becoming more global each year and the service providers have to make sure they are relevant to this development. AIDA and FDCC through sharing their connections internationally can strengthen the service offering to insurance and reinsurance companies. In so doing this for the various different categories of membership of the two organisations of FDCC and AIDA will be singing a similar and harmonious aria. Click here for further information about AIDA. Federation Flyer | Spring 2013 | 33 back to cover A questionnaire has been prepared for each theme and the Reporter will collate the responses from each National Chapter based upon their local jurisdiction. At the World Congress, each topic will be discussed by an international panel drawn from the wide membership of AIDA, and will include audience participation. Click here for the draft program for the AIDA 2014 World Congress. When Michael Gill was elected President of AIDA in Paris in May 2010, he identified the strengthening and revitalising of AIDA’s North American presence as one of the key objectives of AIDA. AIDA needs to assume a more significant interaction with US insurance lawyers and to strengthen the US Chapter. Because of Colin Croly’s long and involved role with FDCC, his attendance at many of the FDCC meetings, and the relationships he has with key FDCC personnel, it seemed very appropriate for AIDA to explore the strengthening of links with FDCC. Michael Gill, as AIDA President, was invited to attend the FDCC’s Winter Meeting in Phoenix Arizona last year and this year’s meeting in San Antonio. Those discussions have led to further exchanges between the association and a growing realisation of what each can do for the other. AIDA can give FDCC access to its unique international network of insurance lawyers and others with an interest in insurance law. This includes the Working Parties, the National Chapters, the World Congress and Regional Conferences, and personal relationships. FDCC, as one of the most prominent professional associations in the US representing those with an interest in insurance back to cover Megan O’Neill DRI Marketing Analyst Insurance Bad Faith in Boston Join DRI for the Insurance Bad Faith and Extra-Contractual Liability Seminar in Boston June 5–7, 2013. This seminar will provide attendees with valuable insight into a variety of issues that confront practitioners and claims professionals in the bad faith arena. Learn how to handle discovery relating to claims manuals and training materials, receive an overview discussion of cuttingedge judicial decisions, and hear a lively panel discuss how to develop and maintain a winning relationship among all members of the defense and insurance team. Click here to register or for more information. Defending Trucking Litigation Primer Registration is limited for DRI’s firstever Defending Trucking Litigation Primer, a program designed for young lawyers or those new to the practice area, on June 7 in Chicago. Attendees will learn in an informal table-discussion format and hear from some of the nation’s leading experts on the trucking industry, accident reconstruction, biomechanics, defense pleadings, trucking discovery, ethical considerations, and defending trials. No other program is as comprehensive or cost-effective. Click here to register or for more information. Global Arbitration Summit DRI’s Global Arbitration Summit , taking place Wednesday, June 12 34 | Federation Flyer | Spring 2013 in Prague, Czech Republic, will look at the evolving role of arbitration in an increasingly global and interconnected world. Participants include experienced attorneys and in-house counsel, who will share recent trends in different industries and jurisdictions concerning the use of arbitration. Our multinational faculty will discuss the future of global arbitration and the qualities that lawyers must possess to represent clients effectively in arbitration. Please note your $250 USD registration fee will be waived if you register for DRI’s Hot Topics in International Dispute Resolution Seminar, 13-14 June 2013. Click here to register or for more information. Hot Topics in International Dispute Resolution DRI International is proud to present its fifth annual international seminar Hot Topics in International Dispute Resolution , which is specially designed to discuss timely topics and developments in international dispute resolution arising out of cross-border business activities. DRI International provides a unique forum to meet, discuss, share ideas, and network with fellow litigators and litigation focused in-house counsel from around the globe. On 12 June join DRI’s Alternative Dispute Resolution Committee and DRI International for the Global Arbitration Summit. The registration fee of 250 USD will be waived if the regis- trant registers for DRI’s Hot Topics in International Dispute Resolution Seminar, 13-14 June 2013. Click here to register or for more information. Young Lawyers in Las Vegas The DRI Young Lawyers Seminar , June 20–21 in Las Vegas, is a unique program designed to help young lawyers develop business, communicate more effectively with senior lawyers, achieve partnership status, and become skilled superstars. The faculty includes in-house lawyers from some of America’s most recognized companies; experienced trial lawyers; a consultant on leadership, diversity, and inclusion; and three stand-out young lawyer speakers. Attendees will also have the unique opportunity to participate in Fast Pitch, where young lawyers can deliver their business pitches to in-house lawyers and get individualized feedback (preregistration required). Click here to register or for more information. Government Enforcement and Corporate Compliance DRI is proud to bring its inaugural Government Enforcement and Corporate Compliance Seminar to the nation’s capital, June 27-28, 2013. Sweeping changes over the past decade have caused corporations, business executives, and in-house counsel to change the way they view their relationship with government agencies. This seminar offers timely and hard-hitting presentations by ex- ON COLOR BACKGROUND 2013 ON WHITE BACKGROUND Calendar of Events Class Actions Seminar heads to D.C. DRI’s Class Actions Seminar , July 25–26 in Washington, D.C., will once again bring together counsel for the defendants involved in those Supreme Court cases, as well as nationally and internationally renowned practitioners, to discuss the cuttingedge issues impacting class action law and offer practical advice on defending these cases. In addition, respected in-house counsel will provide their views on multiple aspects of the defense of class actions. If you practice in the fields of complex litigation, mass torts, or class actions, you will not want to miss this outstanding program. Click here to register or for more information. Join DRI on social media! DRI - The Voice of the Defense Bar is on Facebook, Twitter, and LinkedIn. The DRI LinkedIn Group is rapidly increasing – having just surpassed 13,000 members. Join the conversation on the DRI LinkedIn page, the largest online civil litigation group, as well as follow us on Twitter and become a fan of DRI- The Voice of the Defense Bar on Facebook. DRI in the Blogosphere The DRI Happenings Blog is an online community for DRI members to share experiences and insights, special announcements, activities, community service projects, recognize diversity, and any other information to drive awareness of organizational offerings and events. E-mail your submissions with the subject line “Blog Post.” DRI Today is specifically targeted for the DRI member, with legal blawgs highlighting various practices, “find a lawyer” directory, as well as the opportunity to search For The Defense articles, follow DRI updates via the Twitter scroll, DRI Today blog, The Court Reporter, and much more. Members are encouraged to be a part of this interactive community by submitting a post for the DRI Today blog. E-mail your submissions with the subject line “Blog Post.” Discover all the resources DRI has to offer to build your practice at www.dri.org June 9-13, 2013 Litigation Management College and Graduate Program Emory University Atlanta, GA July 28 – August 4, 2013 FDCC Annual Meeting The Broadmoor Colorado Springs, CO September 17-18, 2013 P&O Meeting Swissotel Chicago, IL September 18-20, 2013 Corporate Counsel Symposium Swissotel Chicago, IL October 2-4, 2013 I-3 New York Athletic Club New York City, NY Federation Flyer | Spring 2013 | 35 back to cover perts, addressing the ever-increasing risk of civil, regulatory, and criminal liability for corporations and those who run them. Presentations and panel discussions will cover a broad spectrum of substantive areas and offer perspectives from in-house and outside counsel, government prosecutors, and officials. Click here to register or for more information. 2014 Winter Meeting Marco Island Marriott Beach Resort Marco Island, Florida Saturday, March 1 - Saturday, March 8 back to cover Perfection! Imagine a place where beautiful white sandy beaches and sunny days meet the magic of warm starlit nights. Your Florida experience, perfected by the FDCC, begins in the Winter of 2014 as we return to the enchanting and blissful Marco Island. Whether you are thrill seeking or searching for fellowship, swimming, sunbathing, hearty laughter, or something to keep you and the kids entertained, you’ll find it with our “Ticket to Paradise.” Our spectacular accommodations at the luxurious Marco Island Marriot Beach Resort give a new meaning to the phrase “a room with a view.” Coined as a personal island within an island paradise, it is a world-class resort located on three miles of pristine, sandy beach with the turquoise waters of the Gulf of Mexico just steps away. On the largest of the Ten Thousand Islands, it made Conde’ Nast Traveler’s Gold List for 2013 as one of the World’s Best Places to Stay. This resort not only exemplifies paradise, but refines and redefines it. We understand that the definition of relaxation can be as diverse as our members. From soul-soothing to heart-pounding, you’ll find it all right here (and you may decide never to leave the resort during your week’s stay). In addition to first class shops right on its premises, embark on a guided Waverunner excursion to the Mangrove Estuary, go on a manatee-watching charter, hop on 36 | Federation Flyer | Spring 2013 an airboat through the Everglades, or cruise along the coastal waters via catamaran, kayak, parasail, or even paddleboard. Or play a round of golf on the Marriot’s award winning golf course, The Rookery. The Marriot pools are everything a tropical oasis should be, and if you’re looking for added fun for the kids, take your little ones to Tiki Tribe Discovery Day Camp. Then, for a touch of luxury and privacy, and your own wellbeing, you owe it to yourself to experience the award winning health spa and terrace, with quiet private pool, surrounded by the gentle beaches and peaceful waters of the Gulf. Social events are scheduled in and around the resort. Join Tim and Christie Pratt at the President’s Welcoming Reception which will take place in a beautiful courtyard and gardens by the sea. The kids will have a scavenger hunt that week and our cocktail parties, in different and breathtaking venues throughout the resort, will allow you to experience magnificent sunsets over the Gulf and breathe fresh salt air. For our dine-around, you will have the option to be transported to Naples to explore and dine with friends before returning to Marco Island to enjoy fellowship and delicious libations. Our closing night gala will be an evening to remember as we relish the memories of the past week, enjoy the new friends we have made, and bask in the warmth and comfort of fellowship. Our Program Chair, Howard Merten, is putting together a fantastic program, Objects on the Horizon are Closer than they Appear–are you Ready? Since it is the Winter Meeting, our terrific Trial Masters Program will kick off our CLE on Tuesday morning and will focus on the special challenges of representing unpopular and notorious defendants. Our Plenary programs will include timely, topical, and cutting-edge presentations on new technologies (and why all lawyers need to know these to prosper in the new frontier), recent economic trends and their impact on law firms in an ever increasing competitive environment, and the storm clouds of new and far-reaching legal theories which are impacting our corporate clients and litigation strategies. At Marco Island, the skies are bluer, the sun is warmer, and friendships grow richer. So book your “Ticket To Paradise” and we look forward to seeing you next year in Marco Island! —Jeff and Elizabeth Lorell —Convention Chairs FDCC quarterly to see changes ON COLOR BAC KGR OUN D QUARTERLY SUMMER BAC KGR OUN D , ON WH ITE Sue Popik FDCC Quarterly Editor The FDCC Quarterly continues to publish scholarly law review caliber articles, mostly written by FDCC members, on cutting-edge topics of interest to FDCC members and the defense bar and corporate clients generally. The FDCC Quarterly remains an important piece of the “knowledge” commitment of the FDCC’s mission. Current and past editions of the Quarterly are available in electronic form to FDCC members and the public on the FDCC website at www.thefederation. org (click on Publications, and then click on FDCC Quarterly). If you have not looked at the Quarterly in a while, please spend a few minutes on the website scanning a few editions – you will be impressed and proud of the scholarship of your fellow FDCC members, and you might just find an article that will help you win one of your pending cases. Changes are coming to the Quarterly. For several decades, the Quarterly has been edited by professors at Marquette University Law School, with the assistance of several law students at that university. The current editors, Professors Patricia Bradford and Alison Julien, have informed the FDCC that they have elected not to renew their contract with the FDCC when it expires this summer. We are very pleased that one of our own – Sue Popik – will become the new editor of the Quarterly. Sue has been an active mem- NO. 4 2012 SPEAKIN G FROM DECEDE THE GRA NT’S TE VE: THE STIM ADMISSI David M. BILITY Governo an ONY OF A d Corey M . Dennis THE CA USAL CO NNECTI DISABILI ON REQ TY POLI UIREMEN CIES C. Edgar T IN Sentell, Ro : A REWARD FO R BAD BE LIFE AND bert B. Hou HAVIOR? se and Ch BORDER ristopher S AND FE R. Shaw NC ES: WHO Robert Ch ristie, Mer GETS TO ce and Eliza beth F. Lo des Colwin, Joshua BE AN AMERICAN rell S. Hurwit ? FDCC QUA RTERLY VOLUME 62 INDEX ber of the FDCC for over 20 years and has served the organization in many ways, including a long tenure on the Board of Directors. A few years ago, Sue left private practice to join Thompson Reuters as an editor of its very popular Rutter Group series of legal treatises. So serving as editor the Quarterly will come very naturally for Sue. The Board, the Publications Committee, and Sue are taking the opportunity of this transition to make the Quarterly even better. New guidelines for articles are being developed to ensure that the quality of the Quarterly remains unmatched. The Publications Committee will work very closely with the Section Chairs to ensure timely and topical submissions to the Quarterly. Arrangements are underway to expand the involvement of FDCC members in the editorial process. These endeavors should Browse th is edition result in a Quarterly that is better than ever. Finally, please consider writing an article for the Quarterly, or encouraging one of your associates to write an article under your supervision. It is a great way to share your knowledge and expertise with your fellow FDCC members and the legal and corporate community. And, in addition to being a learning experience for your associate, it is a great way for him or her to build a resume and distinguish himself or herself in the legal field. The FDCC Quarterly continues to publish scholarly law review caliber articles, mostly written by FDCC members, on cutting edge topics of interest to FDCC members and the defense bar and corporate clients generally. Federation Flyer | Spring 2013 | 37 back to cover VOL. 62, welcome ON WHITE BACKGROUND new members Corporate Counsel back to cover Richard N. Bland Vermont Mutual Insurance Company, Montpelier, VT Sponsors: Deborah D. Kuchler, Esquire; Richard H. Wadhams, Jr., Esquire Alan G. Bryan Wal-Mart Stores, Inc., Bentonville, AR Sponsors: David Fuqua; Jay Bequette Christine S. Celia ACE USA, Wilmington, DE Sponsors: Jane North; James L. Kelly, Jr. Cori M, Cook Employee Benefit Management Inc., Billings, MT Sponsors: Robert James; Brad Luck James A. Dodrill Progressive Group of Insurance Companies, Charleston, WV Sponsors: Elliot G. Hicks; J.R. Murphy Dana L. Frese Hospital Services Group, Inc. d/b/a Healthcare Services Group, Jefferson City, MO Sponsors: Robert T. Adams; Kurt A. Hentz Nicholas Ghiselli COPIC, Denver, CO Sponsors: Dan McCune; Laurence McHeffey Mark R. Hayes Arkansas Municipal League, North Little Rock, AR Sponsors: David Fuqua; Jay Bequette Bryony B. Hodges AGL Resources Inc., Atlanta, GA Sponsors: R. Clay Ratterree; Ned Currie 38 | Federation Flyer | Spring 2013 Kathryn D. Ingraham Dover Corporation, Downers Grove, IL Sponsors: David M. Governo; Rick Fenton Michael T. Bridwell Strong Pipkin Bissell & Ledyard, L.L.P., Beaumont, TX Sponsors: James Scott Murphy; Karen L. Spivey Peter D. Lahn Grinnell Mutual Reinsurance Company, Grinnell, IA Sponsors: Richard Whitty; Dennis Day Michael J. Drahos Fowler White Burnett, PA, West Palm Beach, FL Sponsors: Donald W. Hardeman; Greg M. Gaebe Robert B. Mulhern, Jr. Devon International Group, King of Prussia, PA Sponsors: Frank H. Gassler; Dean F. Murtagh Keely E. Duke Duke Scanland & Hall, PLLC, Boise, ID Sponsors: Diane Polscer; Kevin J. Scanlan Patrick K. Nails Arch Insurance Group, Inc., New York, NY Sponsors: Bruce D. Celebrezze; Michael T. Glascott Stephen D. Feldman Ellis & Winters LLP, Cary, NC Sponsors: Leslie C. Packer; Richard K. Traub Kimberly L. Rhodes Quintiq, Inc., Radnor, PA Sponsors: Marjorie J. Berger; Jane A. North Richard E. Gottlieb Dykema Gossett PLLC, Chicago, IL Sponsors: Reid S. Manley; Robert H. Shultz, Jr. Jennifer Arnett Roehrich Arch Insurance Group Inc., Jersey City, NJ Sponsors: Ned Currie; Elizabeth F. Lorell Laura Kingsley HongSquire Sanders (US) LLP, Cleveland, OH Sponsors: Deborah D. Kuchler; John W. Lebold Timothy W. Triplett Michael J. Hurvitz Black & Veatch, Overland Park, KS Morris, Polich & Purdy, San Diego, CA Sponsors: Timothy A. Pratt; Stephanie Cole Sponsors: Clark R. Hudson; Michael I. Neil Rory Eric Jurman Defense Counsel Fowler White Burnett, P.A., Fort Lauderdale, FL Sponsors: Francisco Ramos, Jr., Esq., Clifford (“Ford”) K. Bailey, III Martin P. Lavelle, Esq. Wells Marble & Hurst, PLLC, Ridgeland, MS Sponsors: Edward J. Currie; Robert A. Biggs, III Andrew L. Margulis Bradley John Beehler Morley Law Firm, Ltd., Grand Forks, ND Sponsors: Mark Daniel Vogel; Edward J. Currie, Jr. Christopher T. Bradley Marshall, Conway & Bradley, P.C., New York, NY Sponsors: Dan D. Kohane; Louis G. Corsi Ropers Majeski Kohn & Bentley P.C., New York, NY Sponsors: Ned Currie; Dan Kohane Sean W. Martin Leitner, Williams, Dooley & Napolitan, PLLC, Chattanooga, TN Sponsors: Thomas A. Williams; William E. Godbold, III New members Christopher Scott Wormsley Bradshaw, Fowler, Proctor & Fairgrave, P.C., Des Moines, IA Sponsors: William F. Fanter; Stephen E. Doohen Amy L. Miletich MiletichCohen PC, Denver, CO Sponsors: John R. Trigg; Mills Gallivan Joseph J. Wright Rutledge, Manion, Rabaut, Terry & Thomas, P.C., Detroit,MI Sponsors: Dora A. Wilkerson; William C. Schaefer Patrick J. Paul Snell & Wilmer L.L.P., Phoenix, AZ Sponsors: Michael I. Neil; Sheila Carmody Thomas O. Perry Kroloff, Belcher, Smart, Perry & Christopherson, Stockton, CA Sponsors: Donald Rees; Richard E. Hall Keith R. Raulston Jones, Walker, Waechter, Poitevant, Carrere & Denegre, L.L.P., Jackson, MS Sponsors: Edward J. Currie, Jr.; Robert A. Biggs, III Calvin J. Stacey Stacey & Funyak, Billings, MT Sponsors: Robert James; Bradley Luck Intl. CORPORATE Counsel Margaret A. Reeves Lottimore XL Insurance (Bermuda), Ltd., Hamilton, Bermuda Sponsor: Kate Daly Intl. DEFENSE Counsel Margaret Deborah Orth Bertschi Orth Solicitors and Barristers LLP, Ottawa, Ontario, Canada Sponsor: Todd Raskin FDCC/IADC Joint Law Firm Management Conference For FDCC and IADC members and those involved in the management of their firms (lawyers and non-lawyers), the FDCC/IADC Joint Law Firm Management Conference addressed Managing the 21st Century Law Firm on May 8-10, 2013 at the Embassy Suites O’Hare, Chicago, Illinois. Larry M. Roedel Roedel Parsons Koch Blache Balhoff & McCollister, Baton Rouge, LA Sponsors: Tyron D. Picard; Allyson Pharr Michael J. Rust Gray, Rust, St. Amand, Moffett & Brieske, L.L.P., Atlanta, GA Sponsors: Robert A. Henderson; Alan Herman Gregory B. Scher Woolls & Peer, Los Angeles, CA Sponsors: Victoria H. Roberts; John E. Peer Peter J. Wanek McCranie, Sistrunk, Anzelmo, Hardy, McDaniel & Welch, LLC, Metairie,LA Sponsors: Mark J. Gesk; Sidney J. Hardy, Jr. FDCC members and speakers at FDCC/IADC Law Firm Management Conference Doug Berry, Mike Lucey, Deb Kuchler, and Susan Harwood FDCC Executive Director, Marty Streeper, and IADC Executive Director, Mary Beth Kurzak, at recent FDCC/IADC Law Firm Management Conference in Chicago Federation Flyer | Spring 2013 | 39 back to to cover cover back Gregory J. McDonald Bienvenu Foster Ryan & O’Bannon LLC, New Orleans, LA Sponsors: Ernest L. O’Bannon; Arthur W. Landry ON COLOR BACKGROUND FDCC ANNUAL MEETING IN 2014 back to cover MOVED TO THE GREENBRIER RESORT WHITE SULPHUR SPRINGS, WEST VIRGINIA As you have probably heard, the 2014 Annual Meeting, July 27 to August 2, 2014, will be held at the fabulous Greenbrier Resort in White Sulphur Springs, West Virginia. Although our last FDCC meeting at the Greenbrier was in 1991, we had planned to return there in 2009 until a labor dispute caused us to move our meeting to The Homestead in Hot Springs, Virginia. The Greenbrier has been anxious for us to return, and has worked with us to insure that our group will have a fabulous experience. The Greenbrier is one of the most spectacular meeting venues in the United States with its classic architecture, sculpted landscape, unmatched service, championship golf course, the world’s only Forbes Five-Star mineral spa, and much more. And it is better than ever, having just completed a major renovation project. Just across the Virginia border, the resort is easily accessed by car for many on the East coast. If you are traveling by air, you can fly directly to White Sulphur Springs (just minutes from the Greenbrier) from several major airports. The resort is truly beautiful, and offers a wide array of exciting activities for all ages. Program Chair Michael Scott is already hard at work on a fantastic program, and Convention Chairs Leslie and Tom Packer are promising one of the best meetings ever. Make your plans now for a great family get-away to the Greenbrier during the summer of 2014! FUTURE Meetings ON WHITE BACKGROUND ANNUAL 2013 Sunday, July 28 – Sunday, August 4, 2013 The Broadmoor - Colorado Springs, Colorado WINTER 2014 Saturday, March 1 – Saturday, March 8, 2014 Marco Island Marriott - Marco Island, Florida ANNUAL 2014 Sunday, July 27 – Saturday, August 2, 2014 The Greenbrier Resort White Sulfur Springs, West Virginia WINTER 2015 Saturday, February 28 – Saturday, March 7, 2015 Waldorf Astoria El Conquistador Fajardo, Puerto Rico ANNUAL 2015 Saturday, July 25 – Saturday, August 1, 2015 Fairmont Banff Springs Hotel Banff, Alberta, Canada WINTER 2016 Saturday, February 27 – Saturday, March 5, 2016 Hotel Del Coronado - San Diego, CA ANNUAL 2016 Photograph Courtesy of Greenbrier Saturday, July 23 – Saturday, July 30, 2016 Fairmont Le Manoir Richelieu La Malbaie, Quebec, Canada WINTER 2017 Friday, March 3 – Friday, 10, 2017 Omni Amelia Island - Amelia Island, FL 40 | Federation Flyer | Spring 2013 back to cover Officers and Board of Directors | 2012 – 2013 Bottom Row: Mike Neil, Tim Pratt, Ed Kaplan, Vicki Roberts 2nd Row: Ned Currie, Michael Glascott, Bruce Celebrezze, Deb Kuchler, Elizabeth Lorell, Deb Varner, Marty Streeper, Leslie Packer, Steve Farrar Third Row: Walter Dukes, Howard Merten, Andy Downs, Ken Nota, Mills Gallivan, Scott Kreamer, Michael Scott, Don Myles Not pictured: Susan Harwood 11812 North 56th Street Tampa, FL 33617 Send your comments regarding the Flyer to: Gregory Witke | [email protected] 41 | Federation Flyer | Spring 2013 Federation Flyer | Spring 2013 | 41