With legal exposure for directors at an all-time high, you must be aware of the current threat landscape and options available to protect yourself from liability. In this session, you will hear from experts on where your exposure is likely to come from and how the areas of interest of the plaintiffs' bar are growing broader to encompass new territory, such as cyber and #MeToo. Looking at examples and recent case law, this session will also delve into large general liability claims and shareholder derivative suits. Most importantly, our panel will provide you with the latest D&O liability insurance market observations and strategies for maximizing your own protection from claims.
Kathleen joined Aon in 2010 and is a Senior Vice President within our Financial Services Group. Kathleen leads and manages the FSG brokerage team in the Southeast, responsible for the marketing and servicing of client accounts in conjunction with Aon Risk Services branch offices.
Kathleen is ultimately responsible for the team’s carrier relations as well as overall strategy, execution and client service with respect to the management liability and related lines in the region. In addition, Kathleen serves as lead broker on a significant number of accounts (including F250 and F500), where she negotiates directly with underwriters the terms, conditions, and pricing, primarily for Directors and Officers Liability, Fiduciary Liability, Employment Practices Liability, Wage and Hour Insurance, and Commercial Crime and Special Crime (K&R) Insurance.
Prior to joining Aon, Kathleen served as a Vice President at both ACE USA and Zurich NA. At both entities, Kathleen served in National Product Management roles as well as Regional Underwriter Management roles.
Prior to joining Zurich in 2004, Kathleen spent six years as a litigator in private practice, where she primarily defended attorneys, accountants and brokers alleged to have committed professional negligence.
At Aon, Kathleen serves as the lead broker for a wide variety of public and large private entities of all sizes in a variety of industries, including but not limited to: Healthcare, Retail, Transportation, Real Estate, Technology, Professional Services, and Manufacturing. A significant number of her clients are U.S. companies with significant international operations and exposures. In addition, several of Kathleen’s clients have experienced significant securities class actions and/or shareholder derivative actions.
Managing Director, U.S. Sales & Growth Strategies Leader
Chris is a Managing Director and U.S. Sales & Growth Strategies Leader for Aon’s Financial Services Group (“FSG”). In this role, Chris is responsible for serving some of Aon’s largest FSG clients, as well as driving growth strategy, collaboration, and best practices across all of FSG’s specializations, including Management Liability, Professional Liability, and Transactional Liability.
Prior to Aon, Chris was with Lincoln International, a Chicago-based mergers & acquisition investment bank. In this role, Chris specialized in mid-market M&A transaction advisory work, including sell-side, buy-side and financial engineering transactions. Additionally, he worked at Wachovia Securities Energy & Power investment banking group, with a focus on capital markets transactions.
Chris first began working in the insurance industry in 2007.
Chris’s client base is focused on Fortune 1000 clients, across a wide array of industries. Chris has handled some of Aon’s most complex Management Liability client situations, including Initial Public Offerings, public company spin-off/separations, distressed scenarios, and designing solutions to address the spectrum of Management and Professional Liability needs for Aon’s FSG clients.
Veteran dealmaker Steve Roddenberry advises clients in corporate compliance and governance issues, public and private securities transactions, mergers and acquisitions, and private equity investments. Described as a “masterful strategist” by Chambers USA, he has built longstanding relationships with Huizenga Holdings, the Miami Dolphins, Sheridan Healthcare, and The GEO Group, among others.
Steve has served as lead counsel in hundreds of M&A transactions, spin-offs, and restructurings of private and public companies. He has represented buyers, sellers, private equity investors, special committees of boards of directors, as well as other stakeholders in these complex deals.
Steve has been ranked as a leading corporate lawyer by Chambers USA in Corporate/M&A and Private Equity law for more than a decade and by The Legal 500 in Middle Market M&A.