DALLAS CHAPTER DAY WORKSHOP - October 12, 2017

October 12, 2017 at 2:30 PM
Pre-Paid (Member): $145.00
Pre-Paid (Non-Member): $175.00
Pay at the Door (Member): $145.00
Pay at the Door (Non-Member): $175.00


Challenges of Working with Expert Witnesses in Manmade and Natural Disasters

 

Agenda

The schedule for the afternoon workshop & order of speakers are:

 

2:30 PM: Registration

 

2:45 PM: Moderator: Amy Elizabeth Stewart—overview of speakers & discussion of topics including the different rolls attorneys have in insurance/subrogation insurance coverages.

 

 

Speakers:

 

2:50 PM- 3:50 PM: Rachel Ratcliff---Cyber Terrorism & Hacking 

 

3:50 PM- 4:50 PM: Mark Grotefeld- Manmade Disasters (wildfires, natural gas pipeline explosions & West, TX fertilizer plant explosion)

 

4:50 PM- 5:45 PM: Ed Litolff- 911/World Trade Center

 

5:45 PM- 6:30 PM: Alice Edwards- Hurricane damage/insurance and re-insurance claims

 

 

6:30 PM- 7:30 PM: Reception/Networking

 

An appetizer buffet and drinks will be served from 6:00 PM to 7:00 PM.

 

 



Speaker(s)

 

Moderator: Amy Elizabeth Stewart

Amy Elizabeth Stewart is the founder and managing principal of the insurance coverage boutique, Amy Stewart Law, where she and the firm’s other lawyers devote 100% of their practice to representing insurance policyholders. The firm helps clients at every step of the insurance process: from buying and renewing coverage to submitting claims and handling disputes against insurers if conflicts arise. Although many policies are filled with complex insurance terminology seemingly designed to confuse and obscure, Amy is fluent in insurance-speak and provides clients with plain-English translations to ensure they understand every nuance of their policies.

 

Her practice focuses primarily on disputes arising from specialty liability policies, including directors and officers liability, cyber, fiduciary liability, errors and omissions, employment practices liability, and other professional liability policies. 

 

Amy’s book, Texas Insurance Coverage Litigation, the Litigator’s Practice Guide, is published annually by Texas Lawyer Books and ALM. Amy also writes frequently for a number of publications, including the American Bar Association’s Coverage publication and the Dallas Bar Association’s Headnotes.  Amy speaks regularly on insurance issues at conferences and seminars, and enjoys presenting her State Bar of Texas accredited courses, including Insurance 101: The Fundamentals of Insurance for In-House Counsel. 

 

Amy graduated magna cum laude from Liberty University, then earned her juris doctorate from the University of Virginia, School of Law.

 

 

 

Moderator: Rudy R. Robinson III, MAI, Austin Valuation, LTD

 

 

 

 

 

 

 

 

 

 

 

 

Moderator: E.J. Janik, CPA, CFF, CFE

Over 31 years full-time forensic accounting services, including accounting, financial, economic, construction, fraud and business dispute consulting, with expert witness experience.

 

EXPERIENCE

  • Over 48 trial/hearing testimonies in 8 states:  9 Federal, 17 State, 22 Arbitration

  • Over 80 total expert testimony matters

  • Over 685 business dispute and consulting matters (31 years)

  • 150 financial audits (Public Accounting – 7 years)

  • Over 11 years of engineering & construction matters

 

EDUCATION

  • LSU: M.S. Accounting
  • Rice University: Bachelor of Commerce
  • Loyola University, New Orleans

 

PROFESSIONAL ORGANIZATIONS

Member:

  • AICPA (American Institute of Certified Public Accountants)
  • ACFE  (Association of Certified Fraud Examiners)
  • FEWA (Forensic Expert Witness Association)
  • FVS (Forensic and Valuation Services, AICPA section)
  • Associate:
  • NACVA (National Association of Certified Valuators and  Analysts)
  • IBA  (Institute of Business Appraisers)​

 

 

 

 

Rachel Ratcliff

Rachel Ratcliff is Vice President in Stroz Friedberg’s Dallas office where she manages digital forensic investigations, responds to data breach incidents, and oversees data collection, processing, and hosting in electronic discovery matters. Ms. Ratcliff maintains a full docket of cases involving cybercrime, theft of intellectual property, deletion of digital data, e-forgery, cyber-harassment, and online fraud and abuse. Her clients include Fortune 500 companies, government agencies, non-profit organizations, major law firms, and private individuals.

 

Before joining Stroz Friedberg, Ms. Ratchliff practiced law at the Dallas law firm Carrington, Coleman, Sloman & Blumenthal, LLP, where she served as Associate Liaison to the partnership. At Carrington Coleman, she focused on business litigation and employment law, assisting clients in administrative, arbitration, federal and state court proceedings. Ms. Ratcliff represented individuals and companies in litigation regarding non-compete covenants, breach of confidential and fiduciary relationships, and misappropriation of trade secrets matters. Her successful matters include the defense of a major telecommunications company in a federal court lawsuit involving claims of discrimination and retaliation brought by 20 former employees. In that proceeding, Ms. Ratcliff and the defense team obtained summary judgment in favor of the client with respect to 35 of 38 causes of action—a result which was subsequently upheld on appeal.

 

Ms. Ratcliff also obtained significant experience with electronic discovery while at Carrington Coleman, serving on the defense team for a corporate officer in securities and Employee Retirement Income Security Act (ERISA) class action proceedings relating to the collapse of Enron. In addition to her work as a trial lawyer, Ms. Ratcliff also counseled and advised clients on a myriad of issues, including data preservation in anticipation of litigation, and notification requirements relating to the disclosure of confidential information.

 

Prior to her law firm experience, Ms. Ratcliff was a Behavioral Skills Interventionist, working with special needs students; she subsequently used this experience to publish a law journal article on autism and the Individuals with Disabilities Education Act (IDEA).

 

Recently selected as a “Rising Star” by Texas Lawyer Magazine, Ms. Ratcliff received her B.S. in vocal performance from Texas Woman’s University and earned her J.D., summa cum laude, from Texas Tech University where she was a member of the Texas Tech Law Review Executive Committee. She was also recognized with the Order of the Coif and as first place and best oralist in the Board of Barristers Mock Trial Competition.

 

 

 

Mark S. Grotefeld

Mark Grotefeld is a founding member of Grotefeld Hoffmann, a national law firm specializing in representing both individuals plaintiffs and subrogating insurers in large scale catastrophic events. While Mr. Grotefeld offices in the firm’s Austin, Texas office, he has represented the firm’s clients in matters of national prominence in courts throughout the United States, included among these are the  nation’s largest wildfire recoveries and such major explosions as the San Bruno, California gas line explosion and the West, Texas fertilizer explosion.His presentation will include observations from notable cases regarding  the challenges and legal issues confronted by private sector attorneys and retained experts in performing a coordinated investigation with governmental agencies and officials.

 

 

 

Ed Litolff

 

Edwin (Ed) Litolff is the founding member of his firm Frisco Valuation Group and a Senior Advisor with Duff & Phelps.  Ed’s practice is focused on complex real estate litigation cases and is an expert in damages and property tax matters on a national basis.  Prior international valuation issues have been in south and central America, Asia and Europe having performed valuation in 15 countries. Damages cases have involved catastrophic loss cases, including the 9/11 property loss case requiring an estimate of the economic damages lost because of the extensive damages caused on 9/11.   Mr. Litolff currently serves as a certified instructor for the Appraisal Institute teaching all three methods of valuation of real estate including the Cost, Sales Comparison and Income approaches to value. 

 

 

 

 

 

 

Alice Edwards

Alice Edwards is a Managing Director in the Atlanta office of PwC’s Insurance Claims Service Practice, specializing in insurance claim consulting for policyholders. Alice has extensive experience in claims project management for aerospace, automotive, chemical, construction, food and beverage, healthcare, hospitality, manufacturing, mining, power generation, real estate, and retail clients. She has managed the claim process for several organizations following fires and explosions that shut down operations for significant periods and resulted in multiple casualties. She worked with numerous clients to resolve their claims following the World Trade Center attacks in 2001, and following Hurricane Katrina in 2005 and Hurricane Sandy in 2012. 

 

On behalf of clients who have suffered catastrophic events, Alice works with clients’ claims teams, insurance brokers and counsel to advise on high level claim strategy, develop approaches to communications with insurers and other major stakeholders, and help determine the most efficient and effective path to settlement of the insurance claim. 

 

Alice began her 30 year career by adjusting claims on behalf of major US, London and European insurers. She worked as an adjuster in Europe and Asia prior to coming to the U.S. with one of the major international adjusting firms in 1995. Prior to her work as a consultant for corporate policyholders she was the National Property Practice Claims lead for a major US insurance broker. Her experience managing and negotiating major losses on three continents has equipped her with the skills and relationships to advise clients who are planning for, or dealing with, catastrophic claim situations.

 

 

This course has been approved for 3.75 CLE Credits and 3.75 MCLE Credits

 



Location

Park City Club - Dallas
5956 Sherry Lane #1700
Dallas, TX 75225

Phone: (214) 373-0756
Website: http://www.parkcityclub.net/


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