Black to speak at ACLI Conference
July 10, 2008 Attorney(s) Speaking Miami partner Ann Young Black will be a speaker at the American Council of Life Insurers Annual Meeting, July 9-11, 2008 in Toronto, CA. She will be presenting an update on evolving litigation issues. For more information on the ACLI conference visit www.acli.org.
Ovelmen to Speak at Seminar on First Amendment
June 19, 2008 Attorney(s) Speaking Miami partner Richard Ovelmen will participate in an annual seminar regarding recent First Amendment decisions of the United States Supreme Court The seminar will take place on June 19, 2008 at the Florida Bar Convention.
Pflepsen and Valerio to Speak at Life Litigation Legal Summit
May 9, 2008 Attorney(s) Speaking Washington partner Wally Pflepsen and Simsbury partner Michael Valerio will speak at the Third Annual Life Litigation Legal Summit, on May 9, 2008 in Simsbury, CT. Mr. Pflepsen's presentation is entitled "Defeating Class Certification." Mr. Valerio will present jointly with Hartford Life's Assistant Vice President and Assistant General Counsel, Christopher M. Grinnell. The title of their presentation is "401(k) Revenue Sharing Fee Litigation."
Keeping House and Home Together
April 11, 2008 Attorney(s) Speaking Elizabeth Bohn is chairing Keeping House and Home Together: New Regulations, Legislation and Strategies for the Consumer Mortgage Industry in the Wake of the Subprime Mortgage Meltdown at the Spring Meeting of the Business Law Section of the American Bar Association.
ALI-ABA Insurance Industry and Financial Services Litigation Conference
April 3, 2008 Attorney(s) Speaking The ALI-ABA Insurance Industry and Financial Services Litigation conference will be held April 3-4, 2008 in Phoenix, AZ. Jorden Burt Managing partner James Jorden is the plannng chair, and partners Markham Leventhal and Wally Pflepsen are on the faculty for the conference.
Information Privacy & Security Concerns Roundtable
February 28, 2008 Attorney(s) Speaking Jorden Burt will be co-sponsoring a Roundtable on
Information Privacy and Security Concerns in the Financial Services Industry on February 28, 2008. Francisco Gari, counsel for Global Technology Services at IBM will also be speaking. The 2-hour discussion at the Goodwin Hotel in Hartford is being submitted for CLE credits in New York.
Goss to Speak on E-Discovery for TTIPS Panel
December 13, 2007 Attorney(s) Speaking Roland Goss will be featured on a panel discussion, "E-Discovery - A Year Later - Learn How the New Rules Affect Your Practice." The teleconference is co-sponsored by the American Bar Association Tort Trial & Insurance Practice Section Committees: Business Litigation and Law and Technology.
James Jorden to Speak at ACLI - American Council of Life Insurers
Litigation Committee, Class Action Working Group, Tort Reform & Civil Justice Task Force
November 14, 2007 Attorney(s) Speaking James Jorden will be a featured speaker at ACLI, American Council of Life Insurers. His topic will be Trends in Annuities Litigation.
Black and Gould to Speak at ABIA Annual Conference
September 16, 2007 Attorney(s) Speaking Ann Young Black and Jason Gould will be speaking on compliance issues, "What Not to do When Developing Your Sales Programs: Recent Trends in Litigation and Compliance" at the American Bankers Insurance Association Annual Meeting, September 16-18, 2007 in Washington, DC.
Kass to Speak at PLI Conference
July 27, 2007 Attorney(s) Speaking Steven Kass will be speaking on "Life Insurance Fundamentals" at the PLI Insurance Law 2007 Conference, July 26-27, 2007 in New York, NY.
Jorden Burt Sponsors ACLI Meeting
July 12, 2007 Jorden Burt is a sponsor of the American Council of Life Insurers (ACLI) Compliance and Legal Sections Meeting, July 11-13, 2007 in Fort Lauderdale, FL.
Leshine to Speak at HFMA Conference
June 24, 2007 Attorney(s) Speaking Bruce Leshine is speaking at the Healthcare Financial Management Association's (HFMA) Annual National Institute, June 24-27 in San Diego, CA. He will be speaking on "Making a Business Case for IT Outsourcing."
NAVA Compliance and Regulatory Affairs Conference
June 24, 2007 Attorney(s) Speaking Ann Furman, Stephen Goldberg and Richard Choi will be featured speakers at the NAVA Compliance and Regulatory Affairs Conference in Washington, DC, June 24-26, 2007. Ms. Furman, who serves on the conference planning committee, will moderate a panel on suitability issues at the general session. Mr. Goldberg and Mr. Choi will discuss current trends and developing issues in revenue sharing.
Sconzo to Speak at Connecticut Bar Association Annual Meeting
June 18, 2007 Attorney(s) Speaking Jim Sconzo will be speaking on a panel of the Annual Labor and Employment Law Review at the Connecticut Bar Association Annual Meeting, June 18, 2007 in Hartford, CT.
NAVA Operations and Technology Conference
June 3, 2007 Attorney(s) Speaking Diane Duhaime and Gary Cohen will be featured speakers at the NAVA Operations and Technology Conference in Baltimore, MD, June 3-6, 2007. Ms. Duhaime, who serves on the conference planning committee, will be a moderator and panelist on the topic "STP and Compliance with E-Signature, Record, and Contract Laws," which will address issues facing the operational and technology aspects of the variable annuities industry, including the continued drive towards straight-through processing. Mr. Cohen will be a panelist on the topic "XBRL Taxonomy in Annuities - To Be or Not to Be?"
James F. Jorden Chairs ALI-ABA Life Insurance Litigation Conference
May 10, 2007 Attorney(s) Speaking Managing partner James F. Jorden and partners Roland C. Goss and Waldemar J. Pflepsen Jr. are on the faculty of the 12th Annual Advanced ALI-ABA Conference on Insurance Industry and Financial Services Litigation May 10-11, 2007 in Chicago.
Sconzo, Sterling and Petrie Host Master FMLA Class
May 8, 2007 Attorney(s) Speaking Jim Sconzo, Jon Sterling and Michael Pertrie will host a seminar on the Family and Medical Leave Act, May 8, 2007 in Hartford-Cromwell, CT. The master class is an Advanced Interactive Workshop for Connecticut Employers sponsored by M. Lee Smith Publishers.
Choi to Speak at ALIC Annual Meeting
May 7, 2007 Attorney(s) Speaking Richard Choi will be presenting an annuity review at the Association of Life Insurance Counsel Annual Meeting, May 7, 2007 in San Diego.
James Jorden to Speak at DRI Seminar
March 28, 2007 Attorney(s) Speaking James Jorden will be a featured speaker at DRI's annual Life, Health, Disability and ERISA Claims Seminar, March 28-30, 2007 in Chicago, IL. His session is titled "Annuities - The New Market Conduct War." For more information on the conference visit www. dri.org.
Choi to Speak at SIFMA Annual Seminar
March 27, 2007 Attorney(s) Speaking Washington partner Richard Choi will be speaking at the Securities Industry & Financial Markets Association (SIMFA) Compliance & Legal Division's 38th Annual Seminar in Phoenix, AZ. His session will be on "Mutual Fund and Variable Annuity Suitability from the Issuer's Perspective."
Bohn to Lead Two Panels at ABA's Spring Conference
March 15, 2007 Attorney(s) Speaking Miami partner Elizabeth Bohn will lead two panel discussions for the Loan Workout and Bankruptcy Subcommittee of the ABA Commercial Financial Services Committee on March 15 and 17 in Washington. The first panel will discuss "Recent Trends and Decisions to Get Ready for the Next Big Wave," an interactive discussion on the popularity of debt swap arrangements, as well as legal and transactional developments in bankruptcy. She will also be a panelist on "Issues and Developments in the Sale of Distressed Debt." Elizabeth is the chair of the Loan Workout and Bankruptcy subcommittee.
Boros Participates in NAFA Press Conference
February 13, 2007 Attorney(s) Speaking Washington partner Joan Boros was a panelist at the National Association for Fixed Annuities White Paper Release on "Fixed Indexed Insurance Products, including 'Fixed Indexed Annuities' and other Fixed Insurance Products," held Tuesday, January 30, 2007 at the National Press Club in Washington, DC. Her topic was "Regulation and the Supreme Court."
Boros to Moderate at IIR Conference
February 12, 2007 Attorney(s) Speaking Washington partner Joan Boros will be a moderator at the IIR's 3rd annual Managing Retirement Income conference February 12-14, 2007 in Boston, MA. She will moderate the session titled "The Salient Regulatory Constraints." For more information on the conference visit www.iir-retirement.com.
Goss to Serve on Connecticut E-Discovery Panel
January 31, 2007 Attorney(s) Speaking Washington partner Roland Goss will be a panelist at The Hartford County and Connecticut Bar Association's Panel Discussion on New Developments in E-Discovery in the Federal and State Courts in Connecticut. The discussion will take place January 31, 2007 in Hartford, CT. For more information visit www.hartfordbar.org.
JORDEN BURT Attorneys Play Key Role at TIPS Midwinter Symposium
January 11, 2007 Attorney(s) Speaking Miami partner Irma Solares and associate Shaunda Patterson-Strachan will be speakers and moderators of the ABA's TIPS Midwinter Symposium January 11-14, 2007 in Laguna Beach, CA. Irma Solares will be a speaker for the session titled "Litigation Trends in Class Actions." Shaunda Patterson-Strachan will moderate the Ethics Program "When Can We Shred This? Ethics and Issues in Document Retention and Destruction." For more information on the conference visit http://www.abanet.org/tips/cle/calendar.html.
Boros to Co-Chair PLI Seminar
January 8, 2007 Attorney(s) Speaking Washington partner Joan Boros is co-chair of the PLI's Understanding the Securities Products of Insurance Companies 2007 conference. The conference will be held January 8-9, 2007 in New York City, NY. For more information on the conference visit www.pli.edu.
Boros Co-Chairs 24th annual ALI ABA Life Insurance Company Products Conference
November 16, 2006 Attorney(s) Speaking Washington Partner Joan Boros is co-chair of the 24th annual ALI ABA Life Insurance Company Products Conference. This annual advanced two-day Conference, November 16-17, 2006, is designed for professionals who deal with life insurance and annuity products and their related mutual fund investments, whether as a private practitioner, an in-house corporate counsel, or a compliance officer of an insurance company, broker-dealer, investment adviser, mutual fund organization, or bank. It is a concentrated course of study on applicable federal and state securities and insurance laws and regulations, as well as related tax and ERISA matters. A faculty of practicing lawyers and representatives of government agencies and self-regulatory organizations examine significant recent regulatory developments as they relate to fixed and separate account products of life insurance companies as well as to underlying mutual fund investments. For more information on the conference visit www.ali-aba.org.
James Jorden to Speak at LOMA-LIMRA Conference
November 12, 2006 Attorney(s) Speaking James Jorden will be a featured speaker at the LOMA-LIMRA Meeting Series: Compliance & Market Conduct Exchange, November 12-14, 2006 in Orlando, FL. His session is titled "Compliance: Operational Risk Crosscurrents From the Perspective of Litigation, Regulatory & Reputational Issues - A View From the Front Lines." For more information on the conference visit www.loma.org.
Ovelmen to Serve as Panel Moderator at PLI Conference
November 9, 2006 Attorney(s) Speaking Miami Partner Richard Ovelmen will serve as a panel moderator at the Practising Law Institute's Communications Law Conference, November 9-10, 2006 in New York City, NY. His session will discuss the topic of access in the legal profession. For more information on the conference visit www.pli.edu.
Shapiro to Speak at Reinsurance Seminar
October 17, 2006 Attorney(s) Speaking Robert Shapiro, Washington Counsel, spoke at the Marcus Evans Reinsurance Regulation, Arbitration and Litigation Seminar, October 17-18, 2006 in Miami, FL. Shapiro provided a "Critical Update on the use of Captives for Insurance and Reinsurance" For full details visit www.marcusevans.com.
Sconzo to Speak at Advanced Employment Issues Symposium
October 4, 2006 Attorney(s) Speaking Connecticut Partner James Sconzo will be a speaker at the 11th annual Advanced Employment Issues Symposium October 4-6, 2006 in Chicago, IL. He will discuss "The Seven Habits of Highly Ineffective Crisis Management Organizations." For more information on the conference visit www.HRhero.com/aeis.
Goss and Bohn to Moderate Program at ABA Annual Meeting
August 3, 2006
Honolulu, HI Attorney(s) Speaking Washington Partner Roland Goss will be moderating a CLE program on electric discovery at the American Bar Association's Annual Meeting August 3-8, 2006, in Honolulu, HI. The program will focus on data preservation and discovery sanction issues. Miami Partner Elizabeth Bohn will chair the program entitled "Good Debt Gone Bad: FDCPA and Bankruptcy Traps for Unsecured Creditors." For more information on ABA's Annual Meeting please visit www.abanet.org/annual/2006/.
Black to Speak at ACLI Annual Meeting
July 12, 2006 Attorney(s) Speaking Miami Partner Ann Black will be a speaker at the American Council of Life Insurers Annual Meeting July 12-14, 2006 in Charlotte, NC. She will discuss the update on evolving litigation issues. For more information on the ACLI conference visit www.acli.org.
JORDEN BURT Attorneys Play Key Role at NAVA 2006 Conference
June 25, 2006 Attorney(s) Speaking Washington Partners Ann Furman and Richard Choi are on the planning committee for the Compliance and Regulatory Affairs Conference of the National Association of Variable Annuities, June 25-27, 2006 in Washington, DC. Choi will moderate the "Variable Product Distribution" panel. Furman moderates and Washington Partner Joan Boros participates in the "Regulation of Indexed Annuities" session. JORDEN BURT managing partner James F. Jorden will lead the panel on "Litigation Trends-The Exploding Assault on Annuities." To download a PDF on the full conference visit http://www.navanet.org/.
Duhaime to Speak/Moderate at NAVA Conference
June 4, 2006 Attorney(s) Speaking Connecticut Partner Diane Duhaime will be a Speaker/Moderator at the session "Vendor and Contract Management in Technology Projects" for the NAVA 2006 Operations & Technology Conference. She also serves on the Operations & Technology Planning Committee. The Conference will take place June 4-7, 2006 in Tucson, AZ and will address a variety of issues facing the operational and technology aspects of the variable annuities industry, including the drive towards straight-through processing and tips on implementing automated order entry platforms. For more information on the conference visit www.navanet.org.
Cohen and Stano to Present at ALIC's Annual Meeting
May 21, 2006 Attorney(s) Speaking Washington partners Gary Cohen and Phil Stano will make presentations at the Association of Life Insurance Counsel's Annual Meeting, May 21-23, 2006 in White Sulphur Springs, WV. Cohen will be speaking on SEC disclosure reform for separate accounts and underlying mutual funds. Stano will discuss the issue of preventing and minimizing litigation and will cover a wide range of possible "preventative maintenance" an insurer might institute, from enhanced disclosures to product design to commission schedules. For full details visit www.alic.cc.
Jorden Burt Sponsors ABA 2006 TIPS Spring Meeting
May 18, 2006 Jorden Burt is a "Vizcaya" level sponsor of the 2006 ABA TIPS Spring Meeting, which will take place May 18-21, 2006 in Miami, FL. For more information on the meeting visit http://www.abanet.org/tips/cle/calendar.html#ttelscience.
Irma Solares to Speak at DRI Seminar
May 17, 2006 Attorney(s) Speaking Miami Partner Irma Solares is on the faculty and a featured speaker of the Defense Research Institute's Annual Employment Law Seminar, May 17-19, 2006 in Fort Lauderdale, FL. The Seminar will discuss new trends in employment law and practical application of key human resources techniques. Ms. Solares will discuss "Dealing with the Injured or Ill Employee-What the Human Resources Professional Needs to Know About FMLA, ADA and Workers' Compensation." For more information on the DRI seminar visit www.dri.org.
Cohen to Speak at PLI Conference
April 27, 2006 Attorney(s) Speaking Washington Partner Gary Cohen will be a speaker at the 2006 PLI Investment Management Institute, April 27-28, 2006 in New York, NY. For more information on the conference visit www.pli.edu.
Sheila Carpenter is Program Chair of DRI Seminar
April 26, 2006 Attorney(s) Speaking Washington Partner Sheila Carpenter is the program chair for the 2006 Defense Research Institute, Life, Health, Disability and ERISA Claims Seminar April 26-28, 2006 in Washington, DC. For more information on the DRI seminar please visit www.dri.org.
Gould to Speak at the Sun Life Financial Distributors Roundtable
April 26, 2006 Attorney(s) Speaking Washington Partner Jason Gould will be a speaker at the Sun Life Financial Distributors, Inc.- "Independent Marketing Roundtable" April 26-28, 2006 in Phoenix, AZ. He will discuss regulatory and litigation developments with respect to indexed annuities.
Connecticut office Hosts International Trademark Association Roundtable
April 11, 2006 Attorney(s) Speaking Jorden Burt's Connecticut office will host an International Trademark Association roundtable on the topic of "Developments in Fraud Upon the U.S. Patent and Trademark Office." The roundtable will take place on Tuesday, April 11, 2006. Intellectual Property & Technology Practice Team Chair Diane Duhaime will provide opening remarks and facilitate the discussion.
Bohn Chairs New Bankruptcy Law panel at ABA Business Law Section Meeting
April 7, 2006 Attorney(s) Speaking The Loan workout and bankruptcy subcommittee of the ABA Banking Law Committee, which is jointly chaired by Miami partner Elizabeth Bohn and the Consumer Bankruptcy Committee, will be presenting a panel of three distinguished bankruptcy judges discussing "The Hottest Consumer Topics under the New Bankruptcy Law" on April 7, 2006 at the ABA Business Law Section Meeting in Tampa, Florida.
Financial Services and Insurance Industry Litigation
Eleventh Annual Advanced ALI-ABA Conference
March 30, 2006
Washington, DC Attorney(s) Speaking ALI-ABA's eleventh annual advanced Conference on Financial Services and Insurance Industry Litigation continues its tradition of updating litigation developments in the financial service industries, with particular emphasis on the most important developments affecting the marketing, sale, and administration of consumer and commercial financial and insurance products, including life insurance, variable products, mutual funds, health insurance, disability insurance, and other consumer and commercial financial and insurance products.
Frank Burt to Speak at PLI Conference
March 20, 2006 Attorney(s) Speaking Washington Partner Frank Burt will be a featured speaker at the Practising Law Institute's "11th Annual Consumer Financial Services Litigation Institute", May 20-21, 2006 in New York, NY. For more information on the PLI conference please visit http://www.pli.edu/.
Jason Gould to Speak at ACLI Conference February 28, 2006
San Antonio, TX
February 26, 2006 Attorney(s) Speaking Washington Partner Jason Gould will be a featured speaker at the American Council of Life Insurers "Insurance and the Law" seminar, February 26-28, 2006 in San Antonio, TX. The two-day seminar provides legal professionals with an educational forum to discuss the critical issues facing the insurance and reinsurance industry. Mr. Gould will discuss trends in insurance product litigation and enforcement actions. For more information on ACLI's two-day seminar please visit www.acli.com.
JORDEN BURT Sponsors TTIPS Mid-Winter Meeting
January 12, 2006
Key Biscayne, FL JORDEN BURT is a sponsor of the 32nd Annual Midwinter CLE Meeting of the ABA Tort Trial and Insurance Practice Section, entitled "Emerging Issues and Practice Development in Life, Health and Disability Insurance, ERISA and Employment Law" to be held January 12-15, 2006 in Key Biscayne, FL. To download the conference brochure and find out more about the CLE programs, please visit:
http://www.abanet.org/tips/cle/emergemidwinter05.pdf More Information
Understanding the Securities Products of Insurance Companies 2006
January 9, 2006
New York, New York Attorney(s) Speaking Jorden Burt Partner Joan E. Boros is the co-chair of PLI's Understanding the Securities Products of Insurance Companies 2006 conference being held in New York, January 9-10, 2006.
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