Financial Services & Insurance Litigation Forum

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Financial Services & Insurance Litigation Forum

April 2–4, 2017, The Biltmore Hotel, Coral Gables, FL

Join like-minded Chief Litigation Counsel and other senior in-house counsel for inspiration and insight, networking and learning, and proven strategies to improve your business practices.

Faculty Members Include

  • JUSTIN ALFANO (Deutsche Bank AG), Director and Senior Counsel
  • LEE BARRETT (Pacific Union Financial, LLC), Vice President, Associate General Counsel & Privacy Officer
  • CHRISTIN BASSETT (Aetna), Executive Director and Senior Counsel
  • ANDREW BAYER (Inventus), Managing Shareholder, Southern California
  • LESLIE BENDER (BCA Financial Services, Inc.), Chief Strategy Officer and General Counsel
  • BROOKS BROWN (Goodwin), Partner
  • MONIQUE BROWN (Deutsche Bank), Data Privacy Lawyer
  • JONATHAN CHIU (Capital One), Senior Director, Associate General Counsel
  • WALTER DELACRUZ (Deutsche Bank), Chief Americas Regional / U.S. Data Privacy Officer
  • GARY DEUTSCH (PNC Bank, N.A.), Managing Chief Counsel
  • LINDA DUBNOW (TransUnion), Director, Litigation
  • ALEXANDRA FILUTOWSKI (AllianceOne Receivables Management, Inc., a Teleperformance Company), Corporate Counsel, Risk Management & Litigation
  • ROBERT FINEMAN (The Doctors Company), Assistant Vice President and Associate General Counsel
  • MIKE FLYNN (Goodwin), Partner
  • KEMOY FOSTER (Swiss Re), E-Discovery Manager
  • MICHELLE FOX (VW Credit, Inc.), Assistant General Counsel
  • ROB GITELL (Thomson Reuters Legal Tracker (formerly Serengeti)), Senior Director
  • KAREN GOSSMAN (Discover Financial Services), Senior Counsel
  • JONATHAN GRIFFITH (Fannie Mae), Vice President and Deputy General Counsel, Legal Department
  • JAMES HEAVNER (The Hartford Financial Services Group, Inc.), Senior Vice President, Director of Litigation
  • MELANIE HOAD (Chubb Insurance Company of Canada), Counsel, Global Litigation
  • TARA HOLUBAR (FBR Capital Markets & Co.), Deputy General Counsel
  • ANDREW JONES (MoneyGram International, Inc.), Senior Legal Counsel
  • ANNE KEVLIN (American Integrity Insuance Group), Vice President, Litigation
  • NAHUM KIANOVSKY (Healthfirst), Vice President and Associate General Counsel
  • MAI KLAASSEN (Charles Schwab), Vice President and Associate General Counsel
  • LARRY LEVINE (Infinity Insurance Company), Managing Attorney, Senior Claims Counsel
  • JOHN LYNCH (Troutman Sanders), Partner
  • ERIC MANNE (AIG Commercial Insurance), Deputy General Counsel
  • MARC MCKAY (BMO Financial Bank), Associate General Counsel
  • KRISTIN MEISTER (Credit Agricole CIB), Litigation Counsel
  • JOHN MUNN (4Change Energy/TXU Energy), Chief Counsel/Senior Counsel
  • MAUREEN O'NEILL (DiscoverReady), Senior Vice President, Discovery Strategy
  • LEAH PERRY (SP Global), Associate General Counsel and Chief Privacy Officer
  • JENNIFER PERSICO (E*TRADE Financial Corporation), Director and Associate General Counsel
  • KATHLEEN PETERSON (Citizens Bank, N.A.), Senior Counsel, Employment Law & Litigation
  • LOUIS RICCIUTI (XL Catlin), Vice President and Senior Associate General Counsel
  • DAN RUDERMAN (LexisNexis CounselLink), Strategic Business Development Manager
  • STEVE SCHWEITZER (CME Group Inc.), Senior Director, Global Head of Enforcement
  • BRENDA SHARTON (Goodwin), Chair, Business Litigation & Privacy & Cybersecurity Practices
  • ED STELZER (Zurich Insurance), Senior Vice President and Associate General Counsel
  • ROBERT STURM (CSAA), Vice President and Associate General Counsel
  • MICHAEL SUGRUE (Stroz Friedberg, an Aon company), Managing Director
  • PAUL SUSZ (United Automobile Insurance Company), Special Counsel
  • ASHLEY TAYLOR (Troutman Sanders LLP), Partner
  • TOBY UNWIN (Premonition), Co-Founder and Chief Information Officer
  • STEPHEN WHETSTONE (Stroz Friedberg, an Aon company), Executive Managing Director

Forum Chair

  • BRENDA SHARTON (Goodwin), Chair, Business Litigation & Privacy and Cybersecurity Practices

Advisory Board

  • DAVID ALLEN (MassMutual), Senior Vice President, Deputy General Counsel and Head of Dispute Resolution & Legal Operations
  • MARK LOSACCO (HSBC), Executive Vice President and General Counsel, Litigation
  • SHERRI NAGEL (Discover Financial Services), Vice President and Assistant General Counsel

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Topics For Discussion

  • New Insights Into Managing An Effective Internal Investigation
  • Using Big Data & Predictive Analytics To Assist In Litigation
  • Optimizing The Outside Counsel Partnership
  • Tackling Labor & Employment Challenges Head On
  • Managing Your Top Legal Talent: Strategies For Success

Venue: The Biltmore Hotel

1200 Anastasia Avenue, Coral Gables, FL 33134

A 15-minute drive from Miami International Airport, the Biltmore Hotel is a National Historic Landmark.

General Sessions

Address top-of-mind issues in a conversational exchange among industry thought leaders, enabling participants to share lessons, expertise, leadership skills, and practical tools.


Engage in advanced dialogue in an informal boardroom-style setting on specific topics that are particularly suited to smaller group discussions.

Networking Meals

Participate in all meals and networking functions hosted on-site by Consero. These intimate gatherings provide countless opportunities to develop lasting business relationships.

Customized Itineraries

Meet with the most innovative service providers in the industry, one-on-one, based on your individual and departmental priorities. Our reputable partners are referred and vetted by your peers.

Chief Litigation Counsel?

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Best-In-Class Solution Provider?

Learn more about our partnership opportunities.


Attendees Rave About Consero

  • “This forum was a pleasure to attend – excellent selection and topics that were unique and engaging.”
    Sara Sweeney | FM Global
  • “I remain incredibly impressed with your tremendous professionalism, organization, and creativity. Both forums I have attended have been impeccably organized and very useful!”
    Ron Whitworth | EverBank
  • “The Forum was very well put together. Great networking event with excellent speakers.”
    Susan Kim | Assurant
  • “Top-notch, fully engaged attorneys with a common interest and attitude to learn and succeed.”
    William Solomon | Ally Financial
  • “High-end, informative, and educational.”
    Shaun Ertischek | TRAKAmerica
  • “An excellent compilation of talent and topics thoughtfully put together.”
    Chris Eng | Summit Hotel Properties
  • “Streamlined, focused and valuable content.”
    Alison LaBoissonere Boyd | Anova Marine Insurance
  • “Excellent way to network, stay up-to-date with new developments and share information!”
    Anabel I. Nemrow | Bank United
  • “The Forum was an excellent arena to connect with leaders in the industry and gain insight into emerging practices.”
    Carmen Fanego | Total Bank

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