San Diego

May 20–22, 2024

AGENDA

We are committed to adapting our educational programs to address breaking news and emerging trends. With that in mind, the agenda below is subject to change as the event approaches. Registered attendees will be notified by email if significant changes are made to the agenda.

Day 1: Monday, January 31

1:00 PM — 1:30 PM

Opening Remarks


  1. Mark Greisiger, NetDiligence
  2. Heather Osborne, NetDiligence
  3. Dan Trueman, CFC
1:30 PM — 2:30 PM

Getting Cyber Ready: Tackling Renewals and Policyholder Issues

  • Cyber Readiness
  • Overcoming Weaknesses Prior to Renewal
  • Coverage Considerations and Offerings
  • Broker and Policyholder Concerns and Requests
  • Market Behavior and Owning the Issues


  1. Katherine Keefe (M), Marsh
  2. Gwenn Cujdik, AXA XL
  3. Monica Minkel, Holmes Murphy
  4. Max Perkins, AXIS
  5. Jason Rebholz, Corvus Insurance
2:30 PM — 3:30 PM

Cyber Claims & Losses Updates

  • 2021 NetDiligence Claims Study & Current Updates
  • Types of Claims Being Covered
  • Claims Notice & Claims Handling
  • Aggregation
  1. Richard Sheridan (M), Berkley Cyber Risk Solutions
  2. Mark Greisiger, NetDiligence
  3. Elizabeth Neumann, CAC Specialty
  4. Joe Niemczyk, Markel
  5. Carolyn Purwin Ryan, Mullen Coughlin LLC
4:00 PM — 5:00 PM

Ransomware Advisory Group Roundtable

Because ransomware represents a costly business interruption and data breach threat to both insurers and their policyholders, NetDiligence created a Cyber Insurance Ransomware Advisory Group. The senior managers and subject matter experts who participate as members of the Cyber Insurance Ransomware Advisory Group freely contribute their time and resources to help us bring timely and useful ransomware information to the greater cyber community. Join us for this roundtable discussion and learn about the evolving ransomware landscape and attack vectors/methods from the world’s most prominent cyber forensics and data breach remediation firms.  Come away from this session with current sector intelligence to help develop effective policy coverage strategies and tactical policyholder due-diligence requirements in order to make cost-effective, ransomware-specific cyber insurance products available to the policyholders.

  1. Karen Painter Randall (M), Connell Foley LLP
  2. Luke Emrich, Tetra Defense
  3. Bill Hardin, Charles River Associates
  4. Matthew McCabe, Guy Carpenter
  5. Chris Salsberry, Tracepoint

Day 2: Tuesday, February 1

9:45 AM — 10:40 AM

Breakout One: Litigation Update

  • Recent Developments in Data Breach & Privacy Litigation
  • Information Harvesting & Data Misuse Cases
  • New & Novel Damages Theories
  1. Joan D'Ambrosio (M), Atheria Law PC
  2. Doug Meal, Orrick
  3. John Yanchunis, Morgan & Morgan

Breakout Two: Supply Chain, BI & Contingent BI

  • Vulnerabilities & Common Threats
  • Vendor & Supplier Issues
  • Third Party Assessments
  • Business Interruption & CBI Concerns
  1. Andrew Maher (M), AXIS
  2. Marcello Antonucci, Beazley
  3. Paul Caiazzo, Avertium
  4. Shiraz Saeed, Arch Insurance
10:40 AM — 11:30 AM

Breakout One: OFAC, FinCEN & Regulatory Compliance in a Ransomware Attack

  • Overview of Recent OFAC Advisory
  • Threat Actor Attribution: Processes & Pitfalls
  • Regulatory Compliance Checks & Penalties
  • Need for Clarity & Guidance
  1. Joshua Mooney (M), Kennedys
  2. Marc Grens, DigitalMint
  3. David Lacquement, Arete
  4. Kathryn Turlo, U.S. Department of Treasury

Breakout Two: Preventive Practices: MFA, EDR & Immutable Back-Ups: Getting to the Why?

  • Multi-Factor Authentication
  • Endpoint Detection & Response
  • Immutable Back-Ups
  • Common Goals & Bridging the Gap 
  • How to Help the Policyholder
  1. Mike Wager (M), MOXFIVE
  2. Tab Bradshaw, Redpoint Cybersecurity
  3. Richard DePiero, Sompo
  4. James Perry, CrowdStrike
11:30 AM — 1:30 PM
1:30 PM — 2:20 PM

Breakout One: Attorney Client Privilege in Incident Response

  • Factors Determining Whether Forensic Efforts are Privileged 
  • Strategies & Techniques to Overcome Common Pitfalls
  • What Should be Documented During Incident Response
  • Third-Party Forensic Retainer Agreements
  • When to Engage Legal Counsel
  • Distributing Copies of Forensic Reports
  • Waiver of Privilege During Litigation & Regulatory Investigations
  1. Ronald Raether (M), Troutman Pepper LLP
  2. Chris Ballod, Kroll
  3. Craig Hoffman, BakerHostetler
  4. Daniel Lydecker, Allied World

Breakout Two: How a Cyber Security Team Leverages Threat Intelligence

  • Importance of Threat Actor Identification & Attribution
  • Public/Private Sector Collaboration in Cases Involving Cybercrime & Nation State Attacks
  • International Law Enforcement Information Sharing
  1. Billy Evans (M), Kivu
  2. Jon Ford, Mandiant
  3. Stephen Ramey, IronGate Security
  4. Al Saikali, Shook, Hardy & Bacon LLP
2:50 PM — 3:40 PM

Breakout One: Navigating Incident Response with the Uninsured

  • D & O Exposure for the Uninsured
  • Ethical Decision Making for the Uninsured
  • Professional Liability Implications, Especially for Lawyers
  • What About the Policyholder Who Does Not Want to Make a Claim?
  1. David Anderson (M), Woodruff Sawyer
  2. Michael Bruemmer, Experian
  3. Daniel Enriquez, Carlton Fields
  4. Steve Greenawalt, CYBIR

Breakout Two: Tricky Breaches: Managed Service Providers

  • Duty of Care
  • Vetting, Contracts & Auditing
  • Forensics Implications
  • Downstream Implications
  • Conflicts Between Carriers
  • Issues of Subrogation
  1. Stu Panensky (M), FisherBroyles, LLP
  2. Doug Howard, Pondurance
  3. Lindsay Nickle, Lewis Brisbois
  4. Becky Swanson, Hudson Insurance Group
3:40 PM — 4:30 PM

Breakout One: Evolution in Crisis Communications & Public Relations

  • Protecting Brand & Reputation
  • Balancing Legal Risk & Regulatory Disclosure Requirements with Reputational Risk
  • Scrutiny on Impacted Businesses Post-Breach & Notification
  1. Elissa Doroff (M), Mosaic Insurance
  2. Ernest Koschineg, Cipriani & Werner PC
  3. Domenic Paci, Equifax
  4. Jamie Singer, FTI Consulting

Breakout Two: Post Breach Mitigation & Restoration

  • Data Recovery & the Importance of Back-Ups
  • Insurance Coverage
  • Financial Considerations
  • Betterment
  1. Scott Godes (M), Barnes & Thornburg LLP
  2. Chris Halling-Brown, CyberClan
  3. Michael Phillips, CFC
  4. Ryan Rowbottom, PCS CIRT
4:30 PM — 6:00 PM

© 2024 NetDiligence All Rights Reserved.