Presentations & Articles

Presentations & Articles

Mediation and Negotiation Ethics.  Various Locations, CA – September 2017

Dean. CLM Claims College, School of Claims Mediation. Baltimore, MD – September 2017 and ongoing

Faculty in Alternative Dispute Resolution. CLM Claims College, School of Construction. Baltimore, MD – September 2017

Mediator Training. Maryland Circuit Court for Baltimore City, Civil Division, ADR Program. Baltimore, MD – September 2017

Your own mediation-confidentiality agreement Published by CAALA.  Advocate, Volume 45, Number 8, August 2017

Claims Managers Speak – Moderator. West Coast Casualty Construction Defect Seminar. Anaheim, CA – May 2017

Special Considerations for Special Education Mediation. Northern California Attorneys & Advocates (NCAA). San Francisco, CA – April 2017

Mock Mediation – Explosive Coverage Arguments Meet Bad Facts. CLM Annual Conference, Nashville, TN – March 2017

Deciding Whether to Jump into the Ring of Fire or Just Walk Away. CLM Annual Conference, Nashville, TN – March 2017

Mediator Training. Maryland Circuit Court for Baltimore City, Civil Division, ADR Program. Baltimore, MD – March 2017

Mediation and Negotiation Ethics. Various Locations, CA – January 2017

Are Ethical Negotiations an Oxymoron?  Bar Association of San Francisco.  San Francisco, CA – December 2016

Are Settlement Discussions Soundproof? The Confidentiality And Admissibility Of Settlement Negotiations And Offers In Extra-contractual Disputes. CLM New York Conference. New York, NY – December 2016

Questions Every Litigator Should Ask About Mediation Confidentiality Published by American Bar Association, Section of Litigation. Woman Advocate Committee, Summer 2016, Vol. 21, No. 4

Dean. CLM Claims College, School of Claims Mediation. Baltimore, MD – September 2016 and ongoing

Faculty in Alternative Dispute Resolution and Executive Council Member. CLM Claims College, School of Construction. Baltimore, MD – September 2016 and ongoing

Documenting the Deal. The Mediation Society.  San Francisco, CA – August 2016

The Set Up:  How a Jurisdiction’s Insurance Bad Faith Law Affects the Resolution of Construction Defect Claims.  West Coast Casualty Construction Defect Seminar. Anaheim, CA – May 2016

Problems & Solutions: Resolving Multi-Layered Complex Construction Defect Cases.  West Coast Casualty Construction Defect Seminar. Anaheim, CA – May 2016

Negotiation. Guest speaker/mediator. UC Hastings School of Law. San Francisco, CA – April 2016

How Confidential Are Mediation Communications? You Might Be Surprised (Pitfalls for the Unwary and Tips to Avoid Them). American Bar Association, Section of Litigation, Insurance Coverage Litigation Committee CLE Seminar. Tucson, AZ – March 2016

Mediation Ethics – But that was just posturing in a negotiation! Various attorney audiences.  Various Locations, CA – January & April 2016

Effective E-Signatures: Tips on Navigating the UETA  Published by California LawyerDecember 2015

Ethics in Negotiations and Mediation. Bar Association of San Francisco. San Francisco, CA –  December 2015

Mediation Ethics – But that was just posturing in a negotiation! Various attorney audiences.  Various Locations, CA – February 2015, May 2015, September 2015

Mediation – Advocacy. Guest speaker/mediator. UC Davis School of Law. Davis, CA – November 2015

Dean. CLM Claims College, School of Claims Mediation. Philadelphia, PA – September 2015 and ongoing

Faculty in Alternative Dispute Resolution and Executive Council Member. CLM Claims College, School of Construction. Philadelphia, PA – September 2015 and ongoing

Insurance In Mediation: How Mediators Can Keep Liability Company Priorities From Derailing Settlement. Orange County Bar Association, Alternative Dispute Resolution Section. Newport Beach, CA – June 2015

Coverage Tail Wagging the CD Dog? Strategies for Handling Coverage Issues in Mediation.  West Coast Casualty Construction Defect Seminar. Anaheim, CA – May 2015

Mediation – Advocacy. Guest speaker/mediator. UC Davis School of Law. Davis, CA – April 2015

How Mediators Can Keep Liability Insurance Company Priorities From Derailing Settlement.  The Mediation Society.  San Francisco, CA – March 2015

Streamlining Resolution of Complex Multi-Party Construction Cases.  Second Annual Axis Construction Conference (Best Practices for Managing & Resolving Construction-Related Issues).  San Francisco, CA – October 2014         

Mediation Ethics – But that was just posturing in a negotiation! Various attorney audiences.  Various Locations, CA – October 2014 & other dates

Mediation – Issue Spotting for State Bar Prosecutors. California State Bar.  San Francisco, CA – September, 2014

Update on Mediation Confidentiality. Construction Defect Claims Managers Association (CDCMA) Meeting. San Diego CA – September 2014

CLM Claims College, School of Construction.  Executive Council Member. Philadelphia, PA – September 2014

Shhhh! The Big Risk Associated With Mediation Confidentiality That Nobody Talks About” Published by Mediate.com, September 2014

Are Insurers Attending Mediation Naked? Construction Defect Claims Managers Association (CDCMA) Meeting. El Segundo, CA – June 2014

Independent Counsel (Walk-In or Reservations Required?) Published in Litigation Management, Winter 2014

Risk Management – Avoiding, Mitigating & Covering Construction Exposures. AXIS Consulting Construction Forum 2013. San Francisco, CA – October 2013

Evaluation and Assessment, Impact Reporting. Litigation Management Institute. Claims and Litigation Management Alliance (CLM). New York, NY – October 2013

Construction Defect Claims and Insurance Issues Facing the Northeast. West Coast Casualty Construction Defect Seminar. Anaheim, CA – May 2013

Litigation Management: Remodeling the Complex Case Management Order for Improved Case Performance and Metrics. Claims and Litigation Management Alliance (CLM) Annual Conference 2013. San Antonio, TX – April 2013

Plan and Prepare, Part Two: Selecting the Outside Response Team. Hinshaw Culbertson Insurance Services Symposium. Chicago, IL – October 2011

Moderator on Re-Examining the Case Management Order (perspectives from past efforts and a new proposal). Construction Defect Claims Managers Association (CDCMA). San Diego, CA – March 2011

Is It Ok to Be Wrong?: Can an Insurer Avoid An Extra-Contractual Liability if Its Position Is Fairly Debatable? Hinshaw Culbertson Insurance Services Symposium. Chicago, IL – October 2010

What the Insurer Client Wants from Counsel. Harmonie Group San Francisco, CA – September 2009

California Fair Claims Settlement Practices Regulations, various dates and locations.

Hundreds of other presentations included the following subjects:

  • Indemnity and Risk Transfer.
  • Additional Insured issues.
  • Insurance Fraud.
  • First Party Property coverage under personal and commercial lines policies (including coverage issues regarding mold and Y2K).
  • First Party Medical under personal and commercial lines policies, including medical payments provisions in auto and liability policies and personal injury protection (PIP) provisions in auto policies.
  • Commercial General Liability coverage issues relating to duty to defend, property damage, occurrence, bodily injury, emotional distress, causation, and other form-specific topics.
  • First Party Property coverage issues relating to water, flood, earthquake, business interruption, arson, builders risk, and other form-specific topics.
  • Good faith claims handling for all property/casualty lines of business.
  • Claims handling regulations.
  • Recorded statements – how to take a useful statement.
  • Drafting policy forms.
  • Drafting claims correspondence.
  • Areas of Expertise

    • Insurance Coverage & Bad Faith
    • Construction
    • Construction Defect
    • Personal Injury