Agenda At-A-Glance

MAIN CONFERENCE

Day One, Thursday, January 21, 2016

7:15
Continental Breakfast and Registration

8:00
Co-Chairs’ Welcoming Remarks

8:05
In-House Roundtable: Counsel and Claims Professional Insights on New and Emerging Issues in Disability Insurance Claims

  • Panel 1 8:05 – 9:05
  • Panel 2 9:05 – 10:05

10:05
Morning Coffee Break

10:15
Disability Case Law Year in Review: What Are the High Courts Saying? Discussing and Analyzing the Key ERISA & Non-ERISA Case Law Developments from 2015, and What They Mean for Your Practice in 2016

11:05
The Battle Over Discretionary Clauses Continues: An Update on State Discretionary Bans, the Latest Case Law Developments Stemming from These Bans, and Examining the Ultimate Impact of a Discretionary Clause/Ban on a Disability Case

12:00
Networking Lunch for Speakers and Delegates

12:55
The Evolving State of New Remedies and Equitable Relief Under ERISA 502(a)(3): The Latest Court Decisions Affecting the New Remedies Landscape, the Fallout from Rochow v. LINA, Strategies for Addressing 502(a)(3) Relief Claims, and More

1:45
Tackling the Latest Discovery Issues in Disability Claim Actions from Both the Plaintiff and Defense Perspectives – Conflict of Interest Discovery, the Scope of the Administrative Record, E-Discovery, Proportionality Arguments, and Beyond

2:40
Effectively Approaching and Utilizing the IME’s Evaluation, Treating Physician’s Opinion, the FCE, Neuropsych Evaluations, Medical Records and More

3:55
Afternoon Break

4:05
The Latest Vocational Issues in Disability Claims: The Assessment of Own Occupation, Any Occupation, Dual Occupation and Employability; Defining Occupation in the National Economy; and Determining a Claimant’s Entitlement to Full or Partial Disability Benefits

5:20
On Reinsuring Your Disability Risk: the Most Frequently Raised Reinsurer Defenses for Non-Payment

5:45
Contractual Limitations Periods in the Post-Heimeshoff Era: A Circuit-by-Circuit Analysis of the Latest Relevant Court Decisions and Their Implications

6:30
Conference Adjourns to Day Two

MAIN CONFERENCE

Day Two, Friday, January 22, 2016

7:30
Continental Breakfast

7:50
The View From the Bench

9:10
The Dos and Don’ts of Social Media Use in Conducting a Disability Claim Investigation

9:55
Morning Coffee Break

10:05
A Mediation Tactical Tool-Kit: Hear from the Perspectives of the Plaintiff, the Defense and the Mediator on Strategies for Effective Mediation and Overcoming Frequently Arising Challenges and Hurdles in the Process

11:15
Mental Disorders and Other Limited Conditions – Tackling the Challenges of Handling Mental/ Nervous Claims and Establishing Objective Proof of Subjective, “Non-Visible” Disorders

12:30
Networking Lunch for Speakers and Delegates

1:25
An In Depth Look at Continuing and Emerging Topics in IDI and LTD Claims: The Latest on “Appropriate Care,” Total vs. Residual Disability, Legal vs. Factual Disability, Accident vs. Sickness, and Beyond

2:15
Dealing with Social Security Awards, Calculating Offsets and Handling Overpayments in Disability Cases

3:10
Afternoon Break

3:20
Preserving Attorney-Client Privilege During Disability Claim Handling (1 Ethics Credit)

4:20
What’s New in Bad Faith Litigation? An Update on the Latest Trends Being Seen in Unreasonable Delay and Wrongful Denial Bad Faith Claims; Defining the Duty and Remedies; and Strategies for Developing the Bad Faith Case or Defense

5:10
Conference Ends