PRESENTS:

PRIMERUS DEFENSE INSTITUTE

April 24-27, 2014 The Westin Kierland Resort & Spa Scottsdale, Arizona

2014 Annual Convocation

Defending The Company Client

The lawyers of the Primerus Defense Institute are proud to present a comprehensive program designed to explore the difficult and complex issues facing the defense of corporate and institutional clients. We have assembled panels of experienced lawyers and clients reflecting diverse views about the many phases of litigation from tender through trial. Each panel will include lawyers and clients representing both insurance companies and corporate (insured) interests and view points. This year’s program will also feature a nationally respected trial consultant and retired state court judge bringing added perspective. The two day program will follow an evolving hypothetical case scenario based on real world litigation highlighting cutting edge and practical case related problems. The event will culminate in a mock presentation from some of the finest Primerus trial lawyers.

Defending The Company Client

Lawyer-Client Panels

Real World Fact Pattern

Initial Litigation Considerations Managing Discovery Avoiding Trials Going to Trial

Defending The Company Client

Anatomy  of  A  Lawsuit  -­‐  Defending  The  Company  Client  Program  Agenda      Friday,  April  25,  2014  

     8:45-­‐9:00  a.m.  Introduc7on  of  CLE  Program  &  Program  Fact  Pa@ern    

• John  R.  Brydon,  Esq.  –  PDI  CLE  Chair        Brydon  Hugo  &  Parker  –  San  Francisco,  California  

       9:00-­‐9:55  a.m.  Ini7al  Li7ga7on  Considera7ons–  Insurance  Coverage;  Selec7on  &  Control  of  Counsel  –  

   Panel  Presenta7on  Involving  Tensions  Between  Insurers  and  Corporate  Insureds    

• Dale  O.  Thornsjo,  Esq.-­‐  Moderator        O’Meara  Leer  Wagner  Kohl  -­‐  Minneapolis,  Minnesota   • MaMhew  Tegmeyer        Casualty  Manager,  vrs>>Vericlaim  -­‐  Naperville,  Illinois   • James  Woody        Sr.  Manager,  Liability  Claims  &  LiLgaLon,  Coca  Cola  BoMling  Company,  Consolidated          CharloMe,  North  Carolina   • J.  ScoM  Buresh,  Esq.        Solta  Medical-­‐  Berkeley,  California  

  • Tender,  SelecQon  &  Control  of  Defense  Counsel   • Ethical  Issues  Facing  Defense  Counsel  In  Disputed  Coverage  MaMers   • Indemnity  &  AddiQonal  Insured  ComplicaQons   • Managing  the  Insurer/Insured  RelaQonship   • LiQgaQon  Cost  ConsideraQons  

     9:55-­‐10:10  a.m.  Break    

Anatomy  of  A  Lawsuit  -­‐  Defending  The  Company  Client  Program  Agenda      Friday,  April  25,  2014  (Con7nued)  

   10:10-­‐11:05  a.m.  Managing  Discovery  –  Panel  Presenta7on  on  How  20th  Century  Lawyers  &  Clients  Deal  With  21st  Century  Discovery  

   Demands    

• Bradley  C.  Nahrstadt,  Esq.  -­‐  Moderator        Lipe  Lyons  Murphy  Nahrstadt  &  PonLkis  Ltd  –  Chicago,  Illinois   • Susanne  E.  Ingold,  Esq.        Burch  &  Cracchiolo,  Phoenix,  Arizona   • Kevin  C.  Sovereign        Liability  Claim  Manager,  Western  Region,  CCMSI  –  Albuquerque,  New  Mexico   • Derek  S.  Holland        General  Counsel  –  Red  Frog  Events,  Chicago,  Illinois     • Demands  of  E-­‐Discovery  Rules   • Document  Management    &  ProducQon   • Challenge  of  the  AMorney  Client  Privilege   • Witness  SelecQon  &  Corporate  RepresentaQve   • Containing  the  Cost  of  Discovery  

         

Anatomy  of  A  Lawsuit  -­‐  Defending  The  Company  Client  Program  Agenda      Friday,  April  25,  2014  (Con7nued)      11:05-­‐Noon  .  Avoiding  Trial  –  Se@lement  &  ADR  Panel  Discussion  –  Bringing  Some  Certainty  to  an        

   Uncertain  World   • Frank  J.  Szilagyi,  Esq.  -­‐  Moderator        Szilagyi  &  Daly  –  HarWord,  ConnecLcut   • Hon.    Robert  L.  Holzberg  (Ret.)        Pullman  &  Comley  LLC  –  HarWord,  ConnecLcut   • Julie  Cole_,  Esq.        Vice  President,  General  Counsel,  KaVo  Kerr  Group  |  Danaher  CorporaLon,  Washington,  DC • Alice  F.  Paylor,  Esq.        Rosen|Hagood  –  Charleston,  South  Carolina   • Stefanie  Warner        VP  of  Claims,  Housing  Authority  Insurance  Group  –  Chesire,  ConnecLcut  

  • SeMlement  vs.  Trial   • ADR  -­‐    Real  World  Assessment   • MMSEA  –pracQcal  problems  &  soluQons  

 

Anatomy  of  A  Lawsuit  -­‐  Defending  The  Company  Client  Program  Agenda      Saturday,  April  26,  2014      8:00-­‐9:15  a.m.  Going  to  Trial  –  Defending  Corporate  America  and  the  Challenge  of  Juries  

• Richard  Gabriel        Decision  Analysis,  Inc.  –  Los  Angeles,  California   • Latest  Insights  From  Jury  Research   • Trial  of  the  Company  vs.  Trial  of  the  Claim   • Preparing  &  Defending  Troublesome  Corporate  Witnesses   • Developing  &  ImplemenQng  Defense  Themes    

   9:15-­‐9:30  a.m.  Break        9:30–Noon    Live  Demonstra7on  &  Debriefing  –  Panel  Discussion  &  Real  Time  Results  

• Richard  Gabriel  –  Co-­‐Moderator        Decision  Analysis,  Inc.  –  Los  Angeles,  California   • Timon  Sullivan,  Esq.    –  Co-­‐Moderator        Ogden  &  Sullivan,  P.A.  –  Tampa,  Florida   • Tamara  L.  Glaser,  Esq.        Neil  DymoM  –  San  Diego,  California • Mark  Sedor,  Esq.        Manager,  LiLgaLon,  ScoMs  Miracle-­‐Gro  Company,  Marysville,  Ohio     • Jack  Else,  Esq.        Claims  AMorney,  United  Fire  Insurance  Group  –  Cedar  Rapids,  Iowa  

    Mock  Opening  –  Power  of  Themes       Mock  Direct  &  Cross  of  Company  Witness     Mock  Closing  

     

Mock Trial Participants

Defending The Company Client Primerus Trial Lawyers:

Scott Hofer, Esq. Foland, Wickens, Eisenfelder, Ropers & Hofer Kansas City, Missouri

Frederick C. Johs, Esq. Lewis Johs Avallone Aviles, LLP New York, New York

James C. Parker, Esq. Brydon Hugo & Parker San Francisco, California

Aaron M. Pool, Esq. Donato, Minx, Brown & Pool, P.C. Houston, Texas

Robert E. Muhs, Esq. (Mock Trial Witness) Vice President, Government Affairs & Counsel, Avis Budget Group, Inc. – Parsippany, New Jersey

Hugh A. McCabe, Esq. Neil Dymott San Diego, California

Jay R. Downs, Esq. Downs & Stanford, P.C. Dallas, Texas

Richard Gabriel: Richard Gabriel is the President of Decision Analysis. Since 1985, Mr. Gabriel has been a leader in the field of jury research, jury selection, and litigation communication in nearly a thousand trials in both the civil and criminal arenas across the country. Mr. Gabriel has assisted counsel in thousands of cases across the country, including the O.J. Simpson, Heidi Fleiss, Phillip Spector, Enron Broadband, Whitewater, Casey Anthony, and Kwame Kilpatrick trials. Three cases he has participated in have resulted in United States Supreme Court rulings. Mr. Gabriel is the co-author of Jury Selection: Strategy and Science, printed by Thompson-West Publications and now in its Third Edition, as well as a contributor to Bennett’s Guide to Jury Selection and Trial Dynamics. Mr. Gabriel is a regular columnist for Lawyers USA on trial strategy and has authored numerous articles on litigation communication, social science, and litigation research for numerous State Bar Journals and other legal publications including the American Bar Association CLE Journal, the Daily Journal, and the Notre Dame and Loyola Law Reviews. He has appeared regularly on ABC, NBC, CBS, CNN, Fox, MSNBC, CNBC, and NPR as a commentator on high profile trials and is regularly interviewed by national legal publications on jury decision making and trial communication issues.

Mr. Gabriel is the President of the American Society of Trial Consultants Foundation, which is currently funding a national study with the ABA on jury comprehension, juror satisfaction, and participation in trials. He is a former President of the American Society of Trial Consultants. He has been a guest lecturer at numerous law schools and has participated in both judicial education programs and over one hundred training CLE programs on jury and judicial decision-making and litigation persuasion.

Defending The Company Client

Courtroom Simulation & Professional Insight

Hon. Robert L. Holzberg (Ret.): Robert L. Holzberg, Connecticut Superior Court Judge (Ret.), leads the Alternative Dispute Resolution (ADR) practice at Pullman & Comley, serving as a mediator, arbitrator and private judge in a wide range of complex civil matters in both state and federal courts. He retired from the bench in September 2012 after more than 20 years of service as a Superior Court judge. Retired Judge Holzberg was appointed to the Superior Court in 1990 by Governor William O'Neill. While on the bench he served as the presiding judge for civil matters in the Middlesex, New Britain and Waterbury judicial districts, and most recently served as the Administrative Judge and Presiding Judge-Civil for Middlesex Judicial District. During his career, he earned a reputation for his skill in crafting settlements in some of Connecticut's highest profile and most complex cases and became one of the state's most sought-after mediators.

Defending The Company Client

Judicial Insight