A SYMPOSIUM DEVOTED TO EDUCATING THE INSURANCE COMMUNITY AND AVOIDING TRAGIC SML CLAIMS

VIRTUALLY

THURSDAY, OCTOBER 6, 2022

9:00 a.m. – 5:00 p.m. EDT

WHAT IS S.A.V.E.S.?

ePlace Solutions’ 2nd Annual S.A.V.E.S (Sexual Abuse, Victimization, and Exploitation Symposium), is the first of its kind, yet long overdue. It will take place, virtually, on October 06, 2022.

Did you know that there are nearly 1 million registered sex offenders in the United States? And those are just the people that have been reported, caught, and convicted. Sexual predators are everywhere. They are where you work, where you go to school, where you run your errands, and where your children play.

Sexual abuse, victimization, and exploitation need to be discussed. Turning a blind eye and living with these horrific acts as “out of sight, out of mind,” does not keep them from happening. Let’s talk about it! Let’s make it comfortable and commonplace. Let’s learn the best way to stay protected. Only then, will we be able to confidently say that we are making a difference.

Out of this urgency, S.A.V.E.S. was born. S.A.V.E.S. is an educational, interactive event, bringing together the insurance world, legal professionals, employers and employees from high-risk industries, vulnerable populations, and any person interested in learning the best practices and strategies in keeping yourself, your loved ones, and your organizations safe.

Sexual violence happens in an instant but lasts a lifetime. Together, we can help prevent tragedies, claims, and save lives. TM

ABOUT ePLACE SOLUTIONS

Since 1999, ePlace Solutions, Inc. has delivered risk management services with expertise in our fields, tangible ideas, practical tactics, and making sure clients are our number one priority.

We offer unique risk management and loss prevention services in the areas of Sexual Misconduct and Molestation Liability, Cyber, Directors & Officers, and both public and private Employment Practices Liability.

Our Mission:

  • We believe in integrity, creativity, innovation, and hard work balanced with healthy families.
  • We believe in leading our industry with courage, in taking risks to be different and be the best.
  • We believe our clients are our number one priority. We will listen to them, solve their problems, and put their needs before our own.
  • We believe our employees are critical to achieving our objectives and believe in a work environment where employees are accountable to each other and themselves and proactively help and support each other.
  • In every aspect of our business and in all situations, we believe in doing what is right, honest, and ethical. In this way, our character and our faith will be evident.

AGENDA


Please select your time zone

9:00 am
Add to Calendar 10/6/2022 9:00 am 10/6/2022 9:05 am Welcome and Introductory Remarks https://www.eplacesaves.com/

Welcome and Introductory Remarks

Randy Krause

President and CEO
ePlace Solutions, Inc.

9:05 am
Add to Calendar 10/6/2022 9:05 am 10/6/2022 10:05 am Current State of the SML Market and SML Insurance 101 https://www.eplacesaves.com/

Current State of the SML Market and SML Insurance 101

  • Definitions 
  • Coverage and Exclusions
  • How SML is different from EPL and GL Policies
  • Industries and Organizations at Risk

Anthony Handley

Director
Tysers

Olivia Nelson

SML Claims Focus Group Leader
Beazley

Paul Nash

EPL Focus Group Leader – U.S. Executive Risk
Beazley

10:05 am

Morning Break

10:15 am
Add to Calendar 10/6/2022 10:15 am 10/6/2022 11:25 am SML Claims Update and Underwriting Challenges https://www.eplacesaves.com/

SML Claims Update and Underwriting Challenges

  • Top SML Claims
  • Common Fact Patterns
  • Underwriting Challenges

Alyssa Pianelli, Esq.

Vice President of FSG Legal and Claims
Aon

Anthony Humphries

Director
Tysers

Rommel Mayuga

Financial Institutions, Professional & Management Liability Broker
CRC Insurance Services, Inc.

11:25 am
Add to Calendar 10/6/2022 11:25 am 10/6/2022 12:30 pm Loss Prevention and Underwriting Considerations https://www.eplacesaves.com/

Loss Prevention and Underwriting Considerations 

  • Effective Strategies to Minimize Risk
  • Comprehensive Hiring Procedures
  • Ways to Identify Risky Organizations

Angelo Stio, Esq.

Partner
Troutman Pepper

April Salvas

Senior Underwriter
Business Risk Partners

Jill Ostrove, Esq.

VP of SML Risk Management
ePlace Solutions, Inc.

12:30 pm

Lunch Break

1:00 pm
Add to Calendar 10/6/2022 1:00 pm 10/6/2022 2:00 pm Industry-Specific Risks, Part I https://www.eplacesaves.com/

Industry-Specific Risks, Part I

  • Transportation, including Ride-Shares
  • Residential Care Facilities
  • Medical Facilities
  • Massage Parlors

Mike Fogel, PsyD, ABPP

Founder & CEO
Redirect, LLC.

Pilar Summerville

Professional & Management Liability Broker
RT Specialty

2:00 pm
Add to Calendar 10/6/2022 2:00 pm 10/6/2022 3:00 pm Industry-Specific Risks, Part II https://www.eplacesaves.com/

Industry-Specific Risks, Part II

  • In-Home Service Providers
  • Religious Institutions
  • Schools, Day Care, and Camps
  • School Buses

Alicia Marsiglia

Senior Vice President - Healthcare Practice Leader
Tango Specialty

Ashleigh Kasper, Esq.

Partner
Lewis Brisbois Bisgaard & Smith, LLP.

Shawn McCall

SVP Religious and Nonprofit: CPCU, ARM
Risk Placement Services, Inc.

3:00 pm

Afternoon Break

3:10 pm
Add to Calendar 10/6/2022 3:10 pm 10/6/2022 4:00 pm SML Concerns for Municipalities https://www.eplacesaves.com/

SML Concerns for Municipalities

Ashley Lynam, Esq.

Partner and Sexual Misconduct Liability Group Chair
Montgomery McCracken Walker & Rhoads, LLP.

Brian Frost

Executive Vice President
AmWINS Group

Kacie Kergides, Esq.

Associate
Montgomery McCracken Walker & Rhoads LLP.

4:00 pm
Add to Calendar 10/6/2022 4:00 pm 10/6/2022 4:25 pm What’s Next on the SML Horizon? https://www.eplacesaves.com/

What’s Next on the SML Horizon?

  • What’s Causing Growth?
  • Possible Threats to Keep an Eye on
  • What’s the Next Big Opportunity?

Charles Sturm

Vice President Management, Professional, and Cyber Liability Broker
Socius Insurance Services, Inc.

Christina Herald

Underwriter – U.S. Executive Risk
Beazley

Jeff Ranen, Esq.

Partner and Vice Chair of the Employment Law Dept.
Lewis Brisbois Bisgaard & Smith, LLP.

4:55 pm
Add to Calendar 10/6/2022 4:55 pm 10/6/2022 5:00 pm Closing Remarks https://www.eplacesaves.com/

Closing Remarks

Randy Krause

President and CEO
ePlace Solutions, Inc.

MEET OUR SPEAKERS


Alicia Marsiglia

Senior Vice President - Healthcare Practice Leader
Tango Specialty

Alicia is a Senior Vice President and the Healthcare Practice Leader within the Professional Risk team of Tango Specialty Insurance Company, a Managing General Agent focused on delivering specialty insurance products to our broker partners.

Prior to joining Tango, Alicia was the Healthcare Product Head at Hiscox USA, where she developed and supported professional and general liability products for healthcare professionals and sexual abuse and misconduct liability products for non-professional agencies and organizations. She has 15 years of underwriting and product development experience in the insurance industry, primarily in healthcare professional liability.

Alicia obtained a Bachelor in Mathematics with a concentration in Actuarial Science from the State University of New York at New Paltz and in early 2022 received her J.D. from Loyola University Chicago School of Law. Alicia is also a Registered Professional Liability Underwriter (RPLU) and has spoken on panels at various insurance industry events including PLUS and Crittenden conferences.


Alyssa Pianelli, Esq.

Vice President of FSG Legal and Claims
Aon

Alyssa is a Vice President in the Legal and Claims practice of Aon’s Financial Services Group. Alyssa’s areas of responsibility for Aon’s client base include review, assessment and advocacy involving coverage and legal issues arising from complex management liability claims.  

Alyssa first began working in the insurance industry in 2011. Prior to joining Aon, Alyssa was a Claims Team Leader for Beazley Insurance. In that role, she led a team of experienced Claims Managers on the Cyber and Executive Risk team. While at Beazley, Alyssa handled Employment Practices Liability Claims as well as Cyber and Tech claims. She was also the claims point person for the Safeguard product, handling both response and liability sexual misconduct and molestation claims.  

Prior to joining the insurance industry, Alyssa was an Associate at the law firm of Saltz Polisher, where her practice focused on the defense of employment discrimination and general liability matters, as well as onsite workplace discrimination and harassment training.  

Alyssa received her bachelor’s degree in Communications from Villanova University in 2001. She earned her Juris Doctorate from Villanova University School of Law in 2005, where she graduated Cum Laude. During law school, Alyssa held internships with a Pennsylvania state court judge, as well as the Philadelphia District Attorney’s office. She is admitted to practice law in both Pennsylvania and New Jersey. Alyssa frequently speaks on management liability topics at industry events, including PLUS, ExecuSummit, American Conference Institute and the National Association of Professional Employer Organizations.


Angelo Stio, Esq.

Partner
Troutman Pepper

Angelo is a first-chair litigator who tries cases in courts and arbitration tribunals throughout the United States. His practice focuses on financial services issues, higher education law, and data privacy and security. Angelo has a long track record of handling class actions and complex commercial disputes, and is also experienced in federal appellate court. He is a recognized as a Local Litigation Star by Benchmark Litigation (2019-2022) and by New Jersey Super Lawyers (2011-2017) for business litigation. In addition to his trial work, Angelo routinely counsels college and university administrators on corporate governance, risk mitigation, Title IX, the Clery Act, FERPA, and student conduct matters.

In the higher education space, Angelo has handled some of the firm's most high-profile litigations, including: (i) defending a university and its board of trustees in a lawsuit alleging breaches of fiduciary duty arising from a decision to change the university's tuition scholarship program; (ii) defending a university's board of trustees in an investigation into allegations of breach of fiduciary duty and corporate waste being pursued by a state attorney general; (iii) obtaining the dismissal of complaints filed by students and separately by alumni, faculty, and donors challenging a board's decision to relocate a college campus; (iv) defending a college in a wrongful death action involving allegations of hazing; (v) defending numerous educational institutions in Title IX litigations; and (vi) obtaining summary judgement dismissing a traumatic brain injury case seeking to recover $40 million in damages from a university.

Angelo graduated magna cum laude from Seton Hall University School of Law and is a former clerk for the Honorable Robert Muir, Jr., a former presiding judge of the New Jersey Appellate Division.


Anthony Handley

Director
Tysers

Anthony is a Director of Tysers Insurance Brokers, specializing in Sexual Abuse & Misconduct Liability and Employment Practices Liability. He has been handling SAM/SML policies since 2006, and now places in excess of $30 million standalone Sexual Abuse into Lloyds of London. His team has developed an exclusive Tysers policy form and also place an SML/SAM Consortium into Lloyds which has the ability to offer up to $10 million in limits.

Anthony started with HSBC Insurance Brokers back in 1999, then moved to help set up Arch Intermediaries, which was ultimately purchased by Tysers. The team now consists of expertise in Cyber, Public D&O, E&O, Healthcare, FI and PI for Professional Firms.

Anthony regularly attends the WSIA and PLUS conferences to discuss Tysers expertise in Sexual Abuse and Misconduct.


Anthony Humphries

Director
Tysers

Anthony has 20 years of experience as a London Broker, specializing in Sexual Abuse & Misconduct Liability, Employment Practices Liability, and Professional Liability.

Over this time, Anthony has been instrumental in developing niche products and establishing them as market leaders. In 2021, he was responsible for placing over $30 million gross written premium of standalone Sexual Abuse & Misconduct Liability into Lloyd’s of London. In recent years his team has expanded to also focus on Public D&O, Cyber, Healthcare and PI for Professional Firms.

Outside of work, Anthony spends most of his time running around after his three children aged 2, 4 & 6.


April Salvas

Senior Underwriter
Business Risk Partners

April is a senior underwriter with Business Risk Partners (BRP), where she has worked for over 15 years. She is currently on the Management Liability team, where she focuses on Sexual Misconduct and Molestation Liability (SML). 

April graduated from college in 2001 with a bachelor's degree in Psychology. During her time at BRP, April has successfully grown and managed a portfolio of D&O, EPL and SML over the past decade. She handles both new and renewal business to a national distribution of brokers.


Ashleigh Kasper, Esq.

Partner
Lewis Brisbois Bisgaard & Smith, LLP.

Ashleigh is a partner in the Los Angeles office of Lewis Brisbois and a member of the Labor & Employment Practice. She has experience defending employers in individual and multi-plaintiff lawsuits and pre-litigation claims for workplace discrimination, harassment, retaliation, wrongful termination, and the like. Ashleigh provides counseling to employers in personnel matters and assists in drafting policies and procedures. She also defends individuals and corporate entities against employment and non-employment sexual assault, sexual harassment, and negligence claims. 

Ashleigh is committed to securing the best results for her clients through aggressive and impassioned advocacy. She has experience with all stages of case management, from pre-litigation investigations and settlement negotiations, to litigating cases through informal resolution, mediation, summary judgment, or trial.

Ashleigh has secured many public victories for her clients and views each case as unique, and works with her team to develop a strategy which considers the facts, evidence, and the client’s objectives to reach the best result possible.

Ashleigh serves as one of the Firm’s National Editors of Labor & Employment Client Alerts. Prior to working at Lewis Brisbois, she worked as a law clerk with the Ventura County District Attorney's Office. Ashleigh has also worked as a law clerk with Los Angeles Dependency Lawyers, Inc., a firm specializing in juvenile dependency law. When not at work, she enjoys spending time with her two corgis.


Ashley Lynam, Esq.

Partner and Sexual Misconduct Liability Group Chair
Montgomery McCracken Walker & Rhoads, LLP.

Ashley is a partner in Montgomery McCracken’s Litigation Department and Chair of the firm’s Sexual Misconduct Liability Practice Group.  She handles the investigation and defense of claims for clients that often involve third party criminal acts, children and the elderly and other complicated areas that require precision and skill to successfully navigate, advise upon and defend.  

As a former rape prosecutor with the Philadelphia District Attorney’s Office, Ashley approaches each matter with sensitivity to the nuanced and correlated legal issues that arise in ever-changing corporate, employment and educational environments. She is well-known for vigorously protecting her client’s confidentiality while nevertheless providing an aggressive defense, given the sensitive nature of sexual misconduct claims.  

Ashley has considerable experience in the analysis, implementation and evaluation of written sexual assault and molestation policies and procedures, as well as the proactive investigation of alleged sexual assault and representation of corporate representatives, current and former employees and independent contractors, and other witnesses for deposition and trial. She also provides wrap-around crisis management services to clients in the public, private, college and university setting, specializing in VAWA and Clery Act compliance as well as investigating, adjudicating, and advisory services under Title IX and student conduct policies. Ashley is certified by the SUNY Student Conduct Institute.  

Ashley graduated summa cum laude from Villanova University as well as cum laude from Villanova University’s School of Law.  Ashley is currently an Executive Board Member of Villanova’s Institute to Address Commercial Sexual Exploitation, a Board Member of the Salvation Army of Greater Philadelphia and a member of the Board of Directors for the Upper Main Line YMCA.


Brian Frost

Executive Vice President
AmWINS Group

Brian is the Executive Vice President of the National Public Entity Liability Practice Leader for AmWINS Group Inc.  

Brian has 27 years of insurance experience; 25 of those years being at AmWINS.  His primary focus and area of expertise is the Public Entity arena where he works with each individual insured to develop a variety of programs and structures.

These programs and structures include: 1. Utilization and development of Blended Special Excess Liability forms providing GL, AL, POL, LEL, EPL, SML; 2. Utilization of corridors retentions; 3. Involvement with drafting & developing carrier policy forms; 4. Developing and managing Public Entity programs; and 5. Working side-by-side with retailers, insureds, and carriers to ensure cohesive understanding of all aspects of the risk.  

Brian also sits on various carrier boards providing them perspective and insight into current market conditions.


Charles Sturm

Vice President Management, Professional, and Cyber Liability Broker
Socius Insurance Services, Inc.

Charlie is the Vice President and National Healthcare Practice Leader for Socius Insurance Services, Inc.

Charlie has over 15 years of experience in Healthcare Professional Liability and Sexual Abuse coverage since beginning his career as an intern in 2008 with the Non-Profit Package team at USLI, followed by starting the Healthcare Professional Product at Apogee Insurance Group where he spent 7 years overseeing the Healthcare business along with the Sexual Abuse product line. In 2018, Charlie opened the first Philadelphia Office for Socius insurance where he currently spearheads the marketing and brokering efforts in the Mid-Atlantic and Northeast region for Professional, Management, and Cyber liability.

Since joining Socius, Charlie has brought with him expertise in healthcare professional liability insurance along with abuse and molestation providing product oversight nationally in various industries including Social Services, Allied Healthcare, Hospital, Long-term Care, Behavioral Healthcare, and distressed Physician Groups. Charlie also has experience working on abuse and molestation coverage for national governing bodies, transportation companies, religious organizations, sports associations, and social services organizations that focus in residential care and youth services.

Christina Herald

Underwriter – U.S. Executive Risk
Beazley

Underwriter – U.S. Executive Risk Beazley

Christina joined Beazley in June of 2009. She is an Underwriter for public company and private company directors and officers liability, employment practices liability, fiduciary liability and oversees the US South region in respect to these products.

Christina is also US Product Lead for Safeguard, Beazley's sexual misconduct offering. Additionally, she leads Beazley’s joint product venture for Safeguard and Deadly Weapons Protection, overseeing two production underwriters.

Christina started in Beazley's New York office and moved to London in 2011 as an Underwriter at Lloyds. She moved back to Atlanta in 2015 as part of Beazley's regional growth strategy. Christina graduated from Vanderbilt University with a degree in Business and Financial Economics.

Jeff Ranen, Esq.

Partner and Vice Chair of the Employment Law Dept.
Lewis Brisbois Bisgaard & Smith, LLP.

Jeff is a Partner in the Los Angeles office of Lewis Brisbois and the National Vice-Chair of the Labor & Employment Practice. His practice is dedicated to defending employers in employment litigation and counseling. The Daily Journal named Jeff one of the Top 75 Labor and Employment attorneys in California in both 2017 and 2019.

In 2007, Jeff became the youngest partner in the history of the law firm. He is known for his intellectual aggressiveness, accurate evaluation of cases, early case resolution strategies, and working with employers to make business-savvy decisions with respect to approaching litigation–whether that means taking the case to trial or settling early on.

Jeff specializes in defending businesses and individuals in sexual molestation and abuse cases arising both within and outside the employment context. He has successfully defended a number of these complex and challenging cases and, as a result, possesses the experience and discretion to confidently defend clients in these matters. Jeff is skilled in developing a litigation strategy that recognizes the sensitive and personal nature of these cases and works with his clients in achieving their goals – whether that be a complete vindication on the merits or pursuing an early and discreet resolution of the matter.

Jeff is also involved in all aspects of employment-related litigation, including first-chairing trials before juries and arbitrators. His robust practice includes defending employers in wrongful termination, discrimination, harassment, retaliation, breach of contract, ADA access, trade secret litigation, and Fair Credit Reporting Act (FCRA) class actions. He and his team also provide preventative counseling to employers regarding all employment practices, including drafting and auditing employee handbooks, preparing employment and severance agreements, drafting and reviewing employment applications for FCRA compliance, presenting sexual harassment prevention seminars, and evaluating termination decisions.

In April 2017, the Daily Journal selected Jeff as a “Top 40 Under 40” attorney, honoring the most accomplished young attorneys in the state of California. 

Jeff is an elected member of the firm’s Management Committee and is the Administrative Partner of the Los Angeles office. He is also on the Advisory Committee of the St. Thomas More Society – Los Angeles Chapter. When not practicing law, he enjoys spending time with his wife and two young children and is an avid Boston sports fan.


Jill Ostrove, Esq.

VP of SML Risk Management
ePlace Solutions, Inc.

Jill Ostrove is the SML, D&O, and EPL Public Practice Manager at ePlace Solutions, Inc. She is a licensed attorney in California, where she received her JD with honors from Western State University College of Law and her Bachelor of Arts in Political Science from University of California, Riverside.

Prior to joining ePlace Solutions, Jill gained significant experience in various areas of law, including civil, family, bankruptcy, insurance defense, and as in-house corporate counsel. However, from a young age, her passion was firmly rooted in criminal prosecution.

As a prosecutor, Jill managed thousands of cases from investigation through filing, hearings, jury trials, and sentencing. Those cases encompassed, in part, domestic and sexual violence, child abuse, animal cruelty, substance abuse, gang crimes, sex offender crimes, assault with a deadly weapon, robbery, and vehicular manslaughter.

Based on her experience, Jill was selected to train various law enforcement agencies on proper field techniques and procedures.

Since she was a child, Jill has always focused her attention on helping vulnerable and at-risk populations, whether that is sending sex offenders to prison, volunteering on the Board of Directors for local non-profits, working with victims of crime, helping the homeless population, or animal rescue.


Kacie Kergides, Esq.

Associate
Montgomery McCracken Walker & Rhoads LLP.

Kacie is an associate in Montgomery McCracken’s Institutional Response Practice Group as well as its Catastrophic Sports Injury Defense Practice Group. Kacie concentrates her practice on Title IX investigations and advising, institutional response to sex and/or gender-based harassment and misconduct and the adjudication of student, employee and management disputes, and sports injury cases including traumatic brain injury (TBI) litigation. In addition to handling investigations and litigation in both practice areas, Kacie counsels athletes, schools, and sports organizations on sports-related injuries such as concussion and TBI, provides guidance on the management of sport-related injuries and Title IX complaints, and advises these institutions on minimizing and managing risk.

Kacie has recently presented on recent federal changes to Title IX regulations and the specific role of advisor in the institutional setting. Kacie also has presented on minimizing risk exposure and compliance-related issues at various law schools and undergraduate universities including Villanova School of Law and the University of Michigan, and before various sports organizations, including the Eastern Athletic Trainers’ Association.

Prior to joining Montgomery McCracken, Kacie was a Legal Extern in the compliance office at the University of Pennsylvania Athletics Department and a Legal Intern for the NBA Coaches Association. During law school, Kacie was a legal fellow to nationally-recognized sports executive Andrew Brandt in the Jeffrey S. Moorad Center for the Study of Sports Law.


Mike Fogel, PsyD, ABPP

Founder & CEO
Redirect, LLC.

Michael Fogel, PsyD, ABPP, is a licensed clinical psychologist who is Board Certified in Forensic Psychology by the American Board of Professional Psychology (ABPP) and a Fellow of the American Academy of Forensic Psychology. He has extensive experience conducting forensic psychological evaluations at the state and federal levels and providing expert witness testimony in both civil and criminal matters.

Dr. Fogel has served as President of the American Board of Forensic Psychology, which is the ABPP specialty board responsible for the certifying process in forensic psychology, and on committees for the American Psychological Association addressing psycholegal issues and professional practice standards and guidelines. In addition, he served on the Illinois General Assembly’s Sex Offenses and Sex Offender Registration Task Force, which was charged with making recommendations to the General Assembly regarding legislative changes for evidence-based sex offender risk classification and monitoring practices.

In 2018, Dr. Fogel founded Redirect. After reading the headlines about workplace sexual misconduct, conducting workplace violence/threat assessment evaluations for organizations where incidents had been mishandled, and conducting sex offender risk assessment evaluations for over 20 years, Dr. Fogel knew that workplace sexual misconduct investigations required a new approach. By integrating forensic psychology with professional investigation, Redirect brings a scientific, trauma-informed, and objective approach to case investigation and consultation and a unique ability to help organizations prevent and respond to workplace sexual misconduct. The findings of the investigation are captured in a concise report that is behavior-based, suitable for legal and insurance purposes, and facilitates informed decision-making.


Olivia Nelson

SML Claims Focus Group Leader
Beazley

Olivia is a Claims Manager on the Cyber and Executive Risk team at Beazley and leads the Sexual Misconduct Liability claims team.

She is based out of the San Francisco office and has been with Beazley for over five years.

Prior to joining Beazley, Olivia practiced law with a national law firm for eight years where she specialized in commercial litigation, as well as insurance coverage and litigation.

Olivia obtained her J.D. from Washington University in St. Louis and her bachelor’s degree in International Studies from Middlebury College.


Paul Nash

EPL Focus Group Leader – U.S. Executive Risk
Beazley

Paul is the EPL product leader for both the UK and US teams and was instrumental in developing the first SAM/SML policy issued by Beazley in 2006. This product was further enhanced in 2014 to become Safeguard.

Paul joined Beazley in April 2001 as an employment practices liability (EPL) underwriter and has over 30 years’ experience in the insurance industry and London market in both claims and underwriting roles. Paul has helped to establish Beazley's EPL & Safeguard team as one of the leaders in the market.

Paul is frequently requested as a guest speaker and has presented at conferences including ACI, ExecuSummit, The Defense Research Institute and NAPEO. 


Pilar Summerville

Professional & Management Liability Broker
RT Specialty

Pilar is Senior Vice President in RT Specialty’s Burbank, CA office, leading a diverse RT ProExec team dedicated to delivering creative solutions and exceptional service to clients. Pilar has been with RT Specialty since the company began in 2010 and has experience in all lines of professional and management liability, focusing on complex risks including financial institutions, healthcare services and cyber liability.

Pilar has been a wholesale professional and executive liability broker since 2003. Previously, she was a broker with CRC Insurance Services, playing an integral role in leading the largest professional / management liability production team in the CRC Chicago office.

Pilar began her insurance career as an actuarial analyst, where she gained experience in actuarial modeling and commercial lines rating. A graduate of University of Illinois Urbana-Champaign, Pilar earned a degree in actuarial science with a concentration in finance.


Randy Krause

President and CEO
ePlace Solutions, Inc.

Randy is President and Co-Founder of ePlace Solutions, Inc., a company that specializes in risk management and loss prevention. Prior to co-founding ePlace in 1999, Randy engaged in a national law practice and is a member of the bar in both California and Michigan. Additionally, Randy is the co-founder and current partner of Business Advisors Law Group, a boutique law firm that provides advice on a wide range of topics to business clients throughout the United States.  

Randy’s legal experience and expertise in various substantive areas of the law continues to serve as the basis for building effective risk management solutions for business organizations in five (5) countries around the globe. As the head of ePlace Solutions, Randy now builds and manages teams of attorneys and other subject matter experts to provide risk management services to tens of thousands of organizations, both large and small, in connection with (a) employment discrimination/harassment and other alleged workplace wrongdoing, (b) data privacy and security (focusing on prevention of e-mail fraud, data breaches and ransomware), (c) corporate governance and preventing lawsuits against corporate directors and officers, and (d) sexual misconduct involving at-risk populations.  

Randy has been a member of many insurance-related organizations and frequent speaker on risk management and loss prevention strategies, especially related to insurance products focused on losses related to cyber/data breach, employment, D&O claims, and sexual misconduct. These include large insurance organizations and private organizations, Advisen, Professional Liability Underwriters Society, Risk & Insurance Management Society, the International Association of Privacy Professionals, and the Labor and Employment Law Section of the State Bar of California, among others.


Rommel Mayuga

Financial Institutions, Professional & Management Liability Broker
CRC Insurance Services, Inc.

Rommel is a Senior Vice President at CRC ExecPro in Chicago. Rommel started his career with CRC in 2003. Prior to falling into insurance Rommel spent time at a fund of funds hedge fund in the Chicago Financial District. Rommel graduated from the University of Illinois at Chicago with a Bachelor’s Degree in Economics.

Rommel leads one of the fastest growing teams at CRC ExecPro. His team takes a consultative approach to business and specializes in complex, hard to place programs. Rommel serves on CRC ExecPro’s national practice team for Financial Institution Liability and Complex Real Estate. Rommel also serves on one of CRC’s DEI committees.

Rommel lives in Chicago with his wife and daughter. On Saturday mornings, you will find him with his marathon training group on the Chicago lakefront path.


Shawn McCall

SVP Religious and Nonprofit: CPCU, ARM
Risk Placement Services, Inc.

Shawn is the SVP Religious and Nonprofit: CPCU, ARM of Risk Placement Services, Inc. and has over 25 years of Property & Casualty (P&C) Insurance experience, both on the Commercial (Retail) and Wholesale side. His primary area of concentration is Casualty placements for large Religious & Nonprofit risks.

Shawn has been with Risk Placement Services (RPS), a division of Arthur J. Gallagher Company (Gallagher), since 2008.

Shawn manages the placement of 60 plus Religious accounts and groups. He also co-leads a team involved in underwriting and placing the P&C coverage for the Bishops Plan Insurance Company (BPIC), a Gallagher managed captive for over 30 Catholic Diocesan clients.

In addition, Shawn specializes in complex Sexual Misconduct and Abuse (SAM) placements. He’s had an SAM program in London since 2009 for various risks including Catholic Dioceses, other large Religious denominations, Sports Associations, Education, Nonprofits and Commercial accounts.

Shawn holds the Chartered Property Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) designations.


MEET OUR SPONSORS


Allegiance Underwriting Group was founded in 2005 by Alan Janes. We are an independent program manager, Lloyd's Coverholder, and a licensed insurance intermediary.

As a growing company and specialist program manager, we strive to better serve our clients through our product portfolio of Employment Practices Liability, Directors & Officers Liability, and Professional Liability. We differentiate from the competition by offering product expertise and exceptional service with exclusive market access to proprietary insurance products and valuable policyholder loss control services.

As a leading global specialty insurance distributor, Amwins brings decades of experience and an expansive global network to deliver creative solutions to your clients' complex insurance challenges.

We're more than a specialty insurance provider — we're a direct extension of your team.

At Amwins, we're more than pluggers and placers. We give your clients a creative advantage, tapping into a deep bench of industry experts with the experience and firepower to deliver specialty insurance solutions to your clients — no matter how complex their accounts.

From our wholesale brokerage program to our globally recognized underwriting solutions, we place a wide array of products and programs, and expansive market knowledge and access directly at your fingertips. The result? You're able to expand your capabilities and resources for your clients.

We're driven by data and analytics, leveraging insights from our proprietary solutions to keep you ahead of the competition. Our approach is simple: We constantly look to the future so we can have your back today. Partnering with Amwins is more than a business transaction. It means becoming part a family that prizes expertise and relationships. We care for your capital like it's our own, and your challenges are our privilege. Because when you win, we all win.

Founded in 2000, Business Risk Partners is a specialty commercial insurance underwriter and program administrator. Partnering with top carriers and working directly with agents and brokers, we provide a wide range of specialty coverage solutions for private companies of all sizes nationwide, including professional liability, management liability, and niche products for emerging risks. Our team loves to think outside the box to get the risk covered for your clients. You’ll work directly with knowledgeable and experienced underwriters to customize protection tailored to your client’s needs. We strive for exceptional service with quick turnarounds, access to decision-makers and fast and accurate policy issuance.

CRC Group is the leading wholesale specialty insurance distributor in North America with more than $23.5 billion in annual written premiums, 4,300 teammates, offices across the United States and Canada, and 90+ years of delivering insurance solutions. CRC Group is aligned into three client-focused divisions: Commercial Solutions – the leading provider of wholesale commercial and personal lines insurance solutions delivered through hundreds of open market and binding authority relationships Life, Retirement & Benefits Solutions – one of the largest distributors of life, disability, annuity, and long-term care insurance in the US Specialty Programs – one of the largest program administrators in North America delivering niche underwriting expertise through more than 30 brands across 10+ industry verticals CRC Group is a true one-stop-shop solution that brings our clients and capital providers a partner that delivers the broadest array of wholesale and specialty options in the marketplace today. That is another way CRC Group is Placing You First.


Lewis Brisbois offers legal practice in more than 40 specialties, and a multitude of sub-specialties. Their attorneys have broad knowledge, experience, and sensitivity to our clients’ unique needs. Through interaction among our practice groups, Lewis Brisbois provides a wide range of legal services to each client with a continuity of representation across multiple disciplines. They have built longstanding relationships with corporate and institutional clients based on our ability to provide comprehensive service on a national scale.

For more than a century, discerning businesses and individuals have turned to Montgomery McCracken for legal representation and counsel. While the world, and with it our firm, have changed considerably during that time, our steadfast commitment to clients remains unchanged. Our clients expect – and we strive to deliver – legal excellence, responsiveness, and innovative

The story about us is really a story about you. We were formed over 20 years ago to help retail brokers like you offer a more complete service to your clients – and look like rock stars in the process.

We collaborate internally like no other organization in our industry because when we tackle something unusual or challenging as a team, we get faster, better answers back to you and your client. People who would rather compete with their office neighbor than share what they know don’t last long here.

You’re even the inspiration behind our company name – Socius, Latin for “partnership.”

TESTIMONIALS

See what our attendees and speakers said about the 1st Annual S.A.V.E.S.!


FREQUENTLY ASKED QUESTIONS

S.A.V.E.S. is an educational, interactive event, bringing together the insurance world, legal professionals, employers and employees from high-risk industries, vulnerable populations, and any person interested in learning the best practices and strategies in keeping yourself, your loved ones, and your organizations safe.

CONTACT US

  •   www.eplaceinc.com
  •    (877) 528-0422

For more information or questions about the Symposium, please send us a message: