This is Your Invitation to Attend the LOCATION: Tropicana Casino and Resort Brighton & the Boardwalk Atlantic City, NJ 08401 Reservations - 1-800-247-8767 - (Group Code HWS ) ROOM RESERVATIONS: Tropicana Casino and Resort - (800-247-8767) $ 79.00 / Night + tax. 9/17 and 9/18 and $169.00 for 9/19. Although reservations must be made no later than Thursday, September 4, 2014, we suggest you make your reservations as soon as possible. Be sure to mention the Northeast Surety and Fidelity Claims Conference when making your reservations. (Group Code HWS ) WHEN/TIME: Wednesday, September 17, 2014 Welcome Reception 6:00 PM - 7:30 PM with Dinner 7:30 PM - 10:00 PM Thursday, September 18, 2014 Registration and Breakfast Buffet - 8:00 AM - 9:00 AM Fidelity & Surety Joint Program - 9:00 AM - Noon Fidelity Breakout Session - 1:30 PM - 4:30 PM Surety Breakout Session - 1:15 PM - 5:00 PM Cocktails Reception - 5:00 PM - 6:30 PM Dinner - 6:30 PM - 8:30 PM Friday, September 19, 2014 Continental Breakfast - 8:00 AM Surety Case Study - 8:30 - 12:00 PM FEE: No fee for invitees (Surety & Fidelity Company Employees) R.S.V.P. Michael J. Sugar, Jr. - FAX (813) 654-1481 - Tampa, FL - Phone (813) 684-7686 Or register online at www.forcon.com/nesrsvp.htm SPONSORED BY WATT, TIEDER, HOFFAR & FITZGERALD, LLP WRIGHT, CONSTABLE & SKEEN, LLP WOLFF & SAMSON PC ALBER CRAFTON, PSC FORCON INTERNATIONAL CORP. SHUMAKER, LOOP & KENDRICK, LLP WOLF, HOROWITZ & ETLINGER, LLC CASUAL ATTIRE IS ENCOURAGED DURING THE CONFERENCE HOURS SPEAKERS AND THEIR TOPICS MODERATORS Armen Shahinian Wolff & Samson PC West Orange, NJ - New York , NY Adam P. Friedman Wolff & Samson PC West Orange, NJ - New York, NY Matthew M. Horowitz Wolf, Horowitz & Etlinger, LLC Hartford, Connecticut September 18, 2014 8:00 a.m. Registration and Continental Breakfast 8:45 a.m. Welcome (Armen Shahinian, Michael J. Sugar, Jr.) 3:10 - 3:35 p.m. Use of Correct Technical Vocabulary in Construction Disputes: Helping Lawyers Sound Like Contractors Speakers: Peter C. Pappas - Forcon International Corp. Elizabeth Spiker - Forcon International Corp. Pam Ottersbach - Forcon International Corp. Michael J. Sugar, III - Forcon International Corp. Douglas A. Dearie - Liberty Mutual Surety 3:35 - 4:00 p.m. Union Fringe Benefit Claims Speakers: Jonathan Bondy - Wolff & Samson PC Brian C. Kuhn - Liberty Mutual Surety 4:00 - 4:30 p.m. Claims Tips from the Professionals Speakers: Michael J. Sugar, Jr. - Forcon International Corp. Mary Jean Pethick - Zurich North America James W. Kisner - FCCI Insurance Group Kim McNaughton - Arch Surety Company THURSDAY MORNING JOINT SURETY AND FIDELITY PROGRAM Moderator: Matt Horowitz - Wolf, Horowitz, & Etlinger, LLC 9:10 - 9:50 a.m. 9:50 - 10:20 a.m. New Standards Affecting The Surety's Use of Section 523 Non-Dischargeability in Bankruptcy. Speakers: Michael A. Stover - Wright, Constable, & Skeen LLP Jason Potter - Wright, Constable, & Skeen LLP Jessica Wynn - Alber Crafton PSC Christina A..Craddock - Liberty Mutual Surety Use of the Work Product Doctrine: Managing Communications with Consultants to Protect Against Undesired Disclosures Speakers: Eric Levine - Wolff & Samson PC Scott Lichtenstein - Wolff & Samson PC Michael J. Sugar, Jr. - Forcon International Corp. George Rettig - International Fidelity Insurance Co. THURSDAY AFTERNOON - FIDELITY PROGRAM Moderator: Adam P. Friedman- Wolff & Samson PC 10:20 - 10:35 a.m. BREAK 10:35 - 11:05 a.m. Digging Through The Rubble- The Prosecution And Defense Of Claims After The Contractor's Business Fails Speakers: Phillip G. Alber - Alber Crafton PSC James D. Gibson - Liberty Mutual Surety 1:30 - 1:35 p.m. Introductions 1:35 -1:55 p.m. Madoff's Ponzi Scheme Keeps on Giving: Lessons from a Claim under an "Outside Investment Advisor Rider" Speaker: Robert R. Warchola - Shumaker, Loop & Kendrick, LLP Judith R. Bufler - Liberty Mutual Surety 11:05 -11:35 a.m. The Impact of Dispute Resolution Provisions on Miller Act Liability Speakers: Vivian Katsantonis - Watt Tieder Hoffar & Fitzgerald Christopher J. Brasco - Watt Tieder Hoffar & Fitzgerald 11:35 - Noon A Fresh Look at Approaches to Negotiations Speakers: Daniel R. Hansen - Shumaker, Loop & Kendrick, LLP Gregory C. Galvin - The Hanover Insurance Group Noon - 1:15 p.m. Lunch THURSDAY AFTERNOON - SURETY PROGRAM Moderator: Armen Shahinian - Wolff & Samson PC 1:15 - 1:40 p.m. Striking the Balance Between Delays and Acceleration in your Takeover Agreement Speakers: Vivian Katsantonis - Watt Tieder Hoffar & Fitzgerald Christopher J. Brasco - Watt Tieder Hoffar & Fitzgerald 1:40 - 1:55 p.m. Updating the Scope of Commercial General Liability Coverages Whether Damage to a Project Caused by Faulty Workmanship Constitutes "Property Damage" Resulting from an "Occurrence" Speakers: Marc Campsen - Wright, Constable, & Skeen LLP Gerard P. Sunderland - Wright, Constable, & Skeen LLP Douglas J. Wills - Chubb & Son Insurance Group Stephen M. Rae - Liberty Mutual Surety James D. Gibson - Liberty Mutual Surety 1:55 - 2:40 p.m. 2:40 -2:50 p.m. 2:50 - 3:10 p.m. Conflicts Between and Among Surety Bonds and Commercial Liability Policies Applicable to the Same Construction Project Speakers: Matthew M. Horowitz - Wolf, Horowitz, & Etlinger LLC Gerard P. Sunderland - Wright, Constable, & Skeen LLP Douglas J. Wills - Chubb & Son Insurance Group Stephen M. Rae - Liberty Mutual Surety James D. Gibson - Liberty Mutual Surety Whether a Contractor's Surety has Standing to Assert a Claim Under a Subcontractor's Performance Bond Speakers: Matthew M. Horowitz - Wolf, Horowitz, & Etlinger LLC Stephen M. Rae - Liberty Mutual Surety James D. Gibson - Liberty Mutual Surety Douglas J. Wills - Chubb & Son Insurance Group BREAK 1:55 - 2:45 p.m. Computer Fraud Coverage Panel Discussion: Fidelity Underwriter, Claims Professional, Broker, ISO Representative Speakers: Lee McGraw Brewer - Alber Crafton PSC Omar J. Harb - Alber Crafton PSC Robert Olauson - Insurance Services Organization Dolores Parr - Zurich Steven A. Balmer - Travelers Casualty and Surety Co. of America Steve Bass - Haskell Brokerage 2:45 - 3:00 p.m. BREAK 3:00 - 3:20 p.m. Whose Money Is It Anyway? Establishing the Source and Ownership of Money in Fidelity Claims and Subrogation Efforts Speakers: Andrew S. Kent - Wolff & Samson PC 3:20 -3:40 p.m. Fidelity Coverage and Claims - The Year In Review Speakers: Adam P. Friedman - Wolff & Samson PC Robert Olauson - Insurance Services Organization 3:40 - 4:30 p.m. FIDELITY CASE STUDY Moderators: Elizabeth Spiker - Forcon International Corp. Mark C. Woodbury - Forcon International Corp. RECEPTION - 5:00 - 6:30 p.m. DINNER - 6:30 - 8:30 p.m. FRIDAY MORNING SURETY PROGRAM September 19, 2014 8:00 - 8:30 a.m. Continental Breakfast 8:30 - 11:30 a.m. Surety Case Study Moderators: Darryl Weissman - Wolff & Samson PC Douglas J. Wills - Chubb & Son Insurance Group Derek A. Popeil - Chubb & Son Insurance Group Northeast Surety and Fidelity Claims Conference September 17th thru September 19th, 2014 Atlantic City, NJ Confirmation Form Your Full Name Your E-Mail Address Your Name (as you want it to appear on your name tag) Company Name Address City ST. Phone ( ) FAX ( Zip ) Please check those events you will be attending: G Welcome Reception and Dinner Wednesday Evening September 17th 2014 (Number attending this event including yourself) G The Conference Thursday September 18th, 2014 G Afternoon Surety Session G Lunch on Thursday G Afternoon Fidelity Session G The Cocktail Party Thursday Evening (Number attending this event including yourself) G Dinner Thursday Evening September 18th, 2014 (Number attending this event including yourself) G The Conference Friday September 19th, 2014 G Friday Golf Outing (Blue Heron Pines) Number Playing G Friday Dinner at the Knife & Fork (Number attending this event including yourself) G Saturday Golf Outing (Twisted Dune) Number Playing Please give us the names of any additional individuals who will be joining you for Cocktail Parties, Dinners (Spouse, Significant Others, etc.) Name (1) Name (2) Name (3) Relationship (1) Relationship (2) Relationship (3) Please Fax this response form, filled out in full, to: Michael J. Sugar (813) 654-1481 Please copy this form as required and Fax one completed form for every attendee from your Company. Or mail to Forcon International Corporation - 1216 Oakfield Drive - Brandon, Fl 33511 Or you can now register on-line at http://www.forcon.com/forms/nesrsvp/ THIS IS A CASUAL DRESS CONFERENCE Please be advised that this RSVP is for Conference Registration ONLY! Please be sure to call and make your reservations at the hotel. Tropicana Casino and Resort Brighton & the Boardwalk Atlantic City, NJ 08401 (Reservations - (800-247-8767) Group Code HWS Room Reservations Must be Made “WITH THE HOTEL” by Thursday September 4, 2014 FORCON INTERNATIONAL CORP. 1216 Oakfield Drive Brandon, FL 33511
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