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Financial Services & Insurance Litigation and Investigations Virtual Forum

September 22–23, 2021 | 12:45 PM–4:30 PM ET

Today’s corporate litigation function must master not only the pursuit of and response to new matters but the ability to anticipate and prepare for what looms beyond the horizon.

Modern litigation is increasingly complex, as new laws evolve around a dynamic marketplace, and old laws find unexpected application in the digital era. Corporate litigation leadership must be nimble and creative but also keenly aware of where the law is headed in order to protect fully the company’s interests.

Advisory Board:

  • David Allen, Senior Vice President and Deputy General Counsel, Litigation & Legal Operations, MassMutual
  • Mark LoSacco, Executive Vice President and General Counsel, Litigation, HSBC Bank USA
  • Marilyn McClure-Demers, Vice President, Associate General Counsel, Corporate/Class Action/IP Litigation & Discovery Management, Nationwide Insurance
  • Sherri Nagel, Vice President and Assistant General Counsel, Discover Financial Services
  • John Odendahl, Vice President, Head of Corporate Litigation, Farmers Group, Inc.
  • Sean Quinn, Vice President, Chief Litigation Counsel, Guardian Life Insurance Company of America
  • Dina Raphael, Associate General Counsel, Litigation and Dispute Resolution, BMO Financial Group

Critical Voices, Exceptional Dialogue

Hear from and interact with some of the most influential voices in this space.


Executive Vice President and General Counsel, U.S. Litigation

HSBC North America

Steven Cole

Vice President, Corporate Markets


Hannah Sholl

Senior Counsel, Global Litigation & Competition


Ray Bayley

President, Chief Executive Officer and Co-Founder

Novus Law

Raj Goyle

Chief Executive Officer and Co-Founder


Justin Alfano

Director and Senior Counsel

Deutsche Bank AG

Jennifer Heil

Associate General Counsel, Head of Litigation

MUFG Americas

Stela Tipi

Director and Senior Counsel

Deutsche Bank

Christopher Garvey

Deputy General Counsel & Senior Vice President

Fifth Third Bank

Jason Shaffer

Managing Director & Associate General Counsel

JPMorgan Chase & Co.

Paul Ferak

Co-Chair of Financial Services Litigation Practice

Greenberg Traurig, LLP

Jason Friedman

Managing Director and Senior Managing Counsel

The Bank of New York Mellon

Neil Schnurbach

Director of Global Litigation

Paysafe Group

Domenic Cervoni

Vice President, Senior Legal Counsel


Karen Gossman

Director and Senior Counsel

Discover Financial Services

Joanne Chormanski

Senior Vice President and Associate General Counsel, U.S. Litigation & Regulatory Enforcement

HSBC North America

Jermaine McPherson

Vice President, Senior Counsel

Goldman Sachs & Co

Sharad Samy

General Counsel

Commonfund Capital

Andrew Goodman

Associate Vice President, Legal Solutions


Brian Chebli

Executive Director, Assistant General Counsel

JPMorgan Chase & Co.

Miriam Dowd

Associate General Counsel

M&T Bank

Jeffrey Jamison

Associate General Counsel, Litigation and Senior Vice President


Edward Burke

Senior Vice President at Epiq


Jami Meador

General Counsel

Zions Bancorporation

Mike Allison

Senior Account Executive

Relativity ODA LLC

Todd Tucker

Senior Account Executive

Relativity ODA LLC

Louis Ricciuti

Vice President and Senior Associate General Counsel


Tony Byrne

Vice President, Compliance, Legal & Risk, Regulatory Strategy & Special Investigations

LPL Financial

Jeff Nass

Director and Counsel - eDiscovery

Société Générale

Jonathan Bida

Vice President, Litigation

Economical Insurance

Sherri Nagel

Vice President and Assistant General Counsel

Discover Financial Services

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