Corporate Litigation Forum For Financial Services & Insurance

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Corporate Litigation Forum For Financial Services & Insurance

May 5–7, 2019 | The Garden City Hotel | Garden City, NY

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

Faculty Members Include

  • VANESSA ANDROS (Kemper Insurance), Corporate Counsel
  • LESLIE BENDER (BCA Financial Services, Inc.), Chief Strategy Officer and General Counsel
  • DOMENIC CERVONI (HSBC North America Holdings Inc.), Vice President, Senior Legal Counsel
  • LISA D’AVOLIO (Thomson Reuters Legal Managed Services), Director, Legal Solutions
  • GARY DEUTSCH (PNC Bank, N.A.), Managing Chief Counsel
  • BRIAN DORAN (Investors Bancorp), Senior Vice President, General Counsel, and Corporate Secretary
  • CAMILLE EVERETT (East West Bank), Senior Vice President and Deputy General Counsel
  • BETH FORSYTHE (Dorsey & Whitney LLP), Partner
  • MICHELLE FOX (VW Credit, Inc.), Assistant General Counsel
  • HEATHER FRENCH (Ares Management), Managing Director and Associate General Counsel
  • TODD FULKS (Clayton Homes), Associate General Counsel
  • BRENDAN GIBBON (Société Générale - Americas), Director and Counsel, Litigation, Enforcement & Investigations
  • KAREN GOSSMAN (Discover Financial Services), Director and Senior Counsel
  • JENNIFER HEIL (MUFG Americas), Deputy Head of Litigation, Human Resources & Government Investigations Group
  • KRISTIN ALIX HERZON (Travelers), Associate Group General Counsel
  • WILLIAM KELLEHER (People’s United Bank, N.A.), Senior Vice President, Corporate Counsel
  • SHARAD KHEMANI (GE Capital), Managing Director and Counsel
  • MAI KLAASSEN (Charles Schwab), Vice President and Associate General Counsel
  • PHILIP LAFFEY (TSYS), Associate General Counsel
  • JOHN LONGWELL (Voya Financial), Vice President, Chief Counsel, Litigation & Regulatory Enforcement
  • MARK LOSACCO (HSBC North America), Executive Vice President and General Counsel, U.S. Litigation
  • ROBERT MADDOX (Bradley Arant Boult Cummings LLP), Partner
  • TIM MAGEE (Barclays), America’s Head of Investigations & Enforcement
  • MARILYN MCCLURE-DEMERS (Nationwide Insurance), Vice President, Associate General Counsel Corporate Litigation & Discovery Management
  • GLEN MCFARLANE (JPMorgan Chase & Co), Managing Director, Global Head of Legal Discovery
  • KRISTIN MEISTER (Credit Agricole CIB), Litigation Counsel
  • JENNIFER PERSICO (E*TRADE Financial Corporation), Vice President, Associate General Counsel
  • KATHLEEN PETERSON (Citizens Financial Group, Inc.), Senior Counsel, Vice President
  • DREW PETTY (Thomson Reuters Legal Tracker), Enterprise Software Sales Consultant, Law Department Management
  • SEAN QUINN (Guardian Life Insurance Company of America), Vice President, Chief Litigation Counsel
  • DINA RAPHAEL (BMO Financial Group), Associate General Counsel, Litigation & Dispute Resolution
  • LOU RICCIUTI (AXA XL), Vice President and Senior Associate General Counsel
  • ALEXANDRA RUSSELLO (Marsh & McLennan Companies), Senior Assistant General Counsel
  • CHRISTOPHER RYAN (MoneyGram), Legal Counsel, Global Litigation & Real Estate
  • JOSEPH SALAMA (Deutsche Bank), Global Head of Litigation & Regulatory Enforcement
  • BRENDA SHARTON (Goodwin), Chair, Business Litigation & Privacy & Cybersecurity Practices
  • HANNAH SHOLL (Visa), Senior Counsel, Global Litigation & Competition
  • ANDREW STEMMER (Deutsche Bank), Americas Head of Litigation & Regulatory Enforcement
  • SARAH STROEBEL (US Bank), Senior Vice President and Deputy General Counsel
  • ROBERT STURM (CSAA Insurance Exchange), Vice President and Associate General Counsel
  • JENNIFER WEIDNER (The Canandaigua National Bank and Trust Company), General Counsel
  • WILLIAM WELCH (Voya Financial), Deputy General Counsel, Litigation and Chief Compliance & Ethics Officer
  • MICHAEL WHITE (The Vanguard Group, Inc.), Senior Counsel, Head of Litigation
  • JEANETTE WHITE (CoreLogic, Inc.), Associate General Counsel

Advisory Board

  • DAVID ALLEN (MassMutual), Senior Vice President and Deputy General Counsel, Litigation & Legal Operations
  • KAREN KONIGSBERG (UBS), Executive Director and Counsel
  • MARK LOSACCO (HSBC North America), Executive Vice President and General Counsel, U.S. Litigation
  • MARC MCKAY (Bank of Montreal), Associate General Counsel, Chief Legal Officer–U.S. Personal Wealth Division
  • SHERRI NAGEL (Discover Financial Services), Vice President and Assistant General Counsel
  • JOHN ODENDAHL (Farmers Group, Inc.), Vice President, Head of Corporate Litigation
  • KATHLEEN PETERSON (Citizens Financial Group, Inc.), Senior Counsel, Vice President

Download Full Agenda

Complete the form below to download the agenda.

Topics For Discussion

  • Making The Most Of The Inside-Outside Counsel Partnership
  • Class Actions In 2019 & Beyond
  • Corporate Internal Investigations: Best Practices & Pitfalls
  • How To Anticipate, Investigate & Litigate A Data Breach In 2019
  • Partnering With Legal Operations

Venue: The Garden City Hotel

45 7th St, Garden City, NY 11530

This old-world-style luxury hotel is in a historic property that dates from 1874. It is a 1-minute walk from the Long Island Railroad and 19 miles from Manhattan.

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?

Request an invitation to join the upcoming event.


Best-In-Class Solution Provider?

Learn more about our partnership opportunities.


Attendees Rave About Consero

  • “Fabulous – I always learn something and meet great people.”
    Barbara McClung | Caribou Biosciences, Inc
  • “The forum provides an atmosphere that encourages an exchange of ideas and best practices that mimics the interactions between colleagues at a common employer. One of the best networking opportunities for patent attorneys that I have attended.”
    Diane Ferguson | VCE Company, LLC
  • “This forum is fast-paced and content-rich; it is what all CLE conferences should be like.”
    Dan Kelly | Vista Outdoor
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    Mike Garrabrants | Lattice Semi
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    Jeff Duncan | Elevance Renewable Sciences, Inc.
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    Ron Whitworth | EverBank
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  • “Top-notch, fully engaged attorneys with a common interest and attitude to learn and succeed.”
    William Solomon | Ally Financial
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    Shaun Ertischek | TRAKAmerica
  • “An excellent compilation of talent and topics thoughtfully put together.”
    Chris Eng | Summit Hotel Properties
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  • “The Forum was an excellent arena to connect with leaders in the industry and gain insight into emerging practices.”
    Carmen Fanego | Total Bank
  • “Great opportunity to connect with interesting people in an inspiring environment.”
    Marty W. | AM-Pharma
  • “Amazing mix of representation and topics! Loved every bit of the two days.”
    Prashant K. Bhauar | Rhizen Pharmaceuticals
  • “I very much enjoyed the interactive set-up and the insights from key people in the field.”
    Christoph Rehfuess | MagForce AG
  • “A terrific forum to discuss IP matter in an intimate atmosphere.”
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  • “A great platform to allow similarly situated professionals to discuss exactly what they want to know of their peers.”
    T. Stone | Lonestar Circle of Care
  • “Great environment for having both formal and informal learning opportunities with peers.”
    Rob G. | Summa Health
  • “A new concept in conference planning and delivery that focuses on the needs of attendees and recognizes the value of attendees.”
    Jeffrey Tuck | Summit Medical Group
  • “Very well organized, informative with valuable networking opportunities.”
    Gary Miller | Wellmont
  • “The attendance by senior legal department executives and the opportunity to network and discuss issues common to all healthcare organizations was invaluable.”
    Jim Hetzel | Hackensack University Medical Center
  • “Top notch! Well done!”
    Charles Key | Lifeline Corp
  • “Excellent collegial environment to learn and network with your colleagues. Shared experiences and candid discussions among peers are invaluable and extremely beneficial.”
    Robert Azar | Norton Healthcare
  • “Very thought provoking. Love the format – will struggle with the traditional conference format from now on.”
    Pam Saucier | Chapters Health System
  • “An excellent opportunity to think, learn and engage about/with people and concepts within and outside of my industry!”
    Al Cave | Northern Trust
  • “Well run, good dynamic. The forum allows professionals with similar interests and issues to share their experiences and expertise in a relaxed format.”
    John Price | CEVA Logistics
  • “Lived up to its billing – this is one of the best conference experiences I’ve had.”
    Scott Nardi | Everbank
  • “Fantastic. Loved the Saturday roundtable. A lot of value in the smaller environment. Allows for more candid discussions.”
    Shane Krugler | Ohio National Financial Services
  • “This is the first opportunity to be with a group of professionals all at the same/similar professional level as myself. Extraordinarily valuable.”
  • “Excellent opportunity to learn and share with peers.”
    Risty Smith | Greystone Healthcare Management
  • “Very well organized and run with interesting, well-presented topics.”
    Peter L. | Black and Veatch
  • “Appreciated the informal exchange of information and dialogue quality of members and learning.”
    Corrina Sinatro | AMD
  • “Format allowed the group to move the discussion. Topics to best suit their interests and expectations.”
    Michelle Appelqvist | SanDisk
  • “Liked the format. Conversation and not Powerpoint. People were engaged and productive.”
    Brian Monks | UL LCC
  • “I liked the variety of in-house counsel who attended. There was a great mix of large, medium, and small companies.”
    Angie Frye | Verizon
  • “Hearing directly from in-house colleagues was great!”
    David Hitchens | JLL
  • “This was a fantastic opportunity to network with my counterparts at other companies while learning from them and understanding opportunities that I am able to implement at my company.”
    Timothy Daniel | Ceva Logistics
  • “Collaborative environment with great information sharing by a variety of GCs from different industries, backgrounds and companies.”
    Nasym Afsari | Montrose Environmental Group, Inc.
  • “The forum is a fantastic and fun way to network and keep current on relevant topics in the GC arena.”
    Jim Ballard | Landcare
  • “A top-notch networking conference for busy general counsels to share best practices.”
    Debbie Swartz | Access Group
  • “Very solid content and discussion; excellent panelists and networking.”
    Sean Gaffney | Encompass Home Health & Hospice
  • “Best practical forum for a GC. Make time for it; you won’t regret it!”
    Anna Alvarado | First Cash Financial Services
  • “It is a focused approach to current issues I deal with at my company.”
    Jim Edwards | Cubic Corporation
  • “Highly recommend this forum to others. Unique delivery—preferable to traditional CLE conferences. Very helpful staff!”
    Cindy Becker | Concerto Healthcare, Inc.
  • “Very collaborative and focused on current topics of interest.”
    Allyn McGinley | Morpho Detection
  • “Outstanding and informative, especially learning from networking.”
    Rick Heller | Legal Sea Foods, LLC

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