Download - International Association of Defense Counsel

Download - International Association of Defense Counsel

2013 Midyear Meeting

February 9 - 14

International Association

of Defense Counsel

Boca Raton Resor t and Club


Boca Raton, Florida

Foundation Forum Speaker: Theodore Olson

• The Future of the Roberts Court

• Litigation Management from the Corporate Counsel Perspective

• The iPad Litigator - Using Tablet Technology Effectively in the

Courtroom and the Office

• Innovative Techniques for Effectively Defending Damage Claims in

High-Stakes Litigation

Table of Contents

Welcome Message................................................................................................................................................ 1

Program Highlights............................................................................................................................................ 2

Programs............................................................................................................................................................... 4

Social Events and Highlights.......................................................................................................................... 13

Golf......................................................................................................................................................................... 15

Tennis and Croquet.......................................................................................................................................... 16

Tours...................................................................................................................................................................... 17

Boca Raton Activities....................................................................................................................................... 18

Hotel Information............................................................................................................................................. 20

General Information........................................................................................................................................ 22

Registration Form............................................................................................................................................. 23

Thank You and Our Sponsors...................................................................................................................... 25


Come join us at the gorgeous Boca Raton Resort and Club in beautiful south Florida for the 2013 Midyear Meeting! This Waldorf

Astoria resort is an icon of elegance and has everything you’ve come to expect from an IADC location. There is no better place to enjoy

fabulous CLE, network with colleagues and engage in the social events that make IADC meetings so special.

The meeting will kick off with our Foundation Forum speaker, Theodore Olson, former Solicitor General of the United States. A

“lawyer’s lawyer” who has argued 58 cases before the U.S. Supreme Court, Mr. Olson successfully represented George W. Bush in

Bush v. Gore, which effectively ended the recount of the contested 2000 Presidential election. More recently, Mr. Olson teamed with

David Boies to challenge Proposition 8, the California constitutional amendment banning same-sex marriage. His work on the lawsuit

earned him the title of “top thinker” on Time Magazine’s top 100 most influential people in 2010. You will not want to miss this incredible


In addition, Midyear Meeting CLE Program Chair Archie Reeves and his committee have put together a fabulous lineup of Major CLE

and Committee programming built around the theme of “IADC 2013: Where Advocacy Meets Innovation.” Major CLE Topics include the

Future of the Roberts Court, Using Tablet Computer Technology Effectively in the Courtroom, Innovative Techniques for Defending

High Stakes Litigation and the Impact of Social Media on Ethics, Discovery and Trial. In addition, we have a robust slate of committee

programs touching on a wide range of topics. There is something for everyone.

Our general interest programming will include presentations by Pulitzer Prize-nominated author Carl Hiassen who will delight us with

his unique take on life in south Florida and David Callahan, PhD, author of The Cheating Culture: Why More Americans Are Doing Wrong

to Get Ahead. The Book Review selection is The Immortal Life of Henrietta Lacks, a fascinating story of how one woman’s cells were used

extensively for medical research without her knowledge. All of these presentations are sure to be informative and


The meeting is packed with fun, too! We have our usual golf and tennis events along with an afternoon bike ride and an informal

croquet match. Our social activities will be highlighted by a Copacabana Theme Party and a Mardi Gras Reception and Gala. We’ll also

enjoy each others’ company at After Dinner Gatherings, Mix and Mingles, Meet and Greet Breakfasts, and more.

All of this will be held in beautiful, sunny and warm south Florida. You will have a wonderful time exploring Boca Raton and Palm

Beach. Go fishing or parasailing, enjoy a day at a beach club cabana or the world class spa, tour the Everglades, see a Polo Match, go

shopping or eat at one of the area’s many fantastic restaurants. This is the perfect destination to escape the cold and add excitement to

your winter days!

We look forward to seeing you in Boca Raton!!

Anne and Quentin Urquhart

Planning team (l to r): Molly Craig, Anne Urquhart, Steven Craig,

Quentin Urquhart, Kat Silverglate, Spencer Silverglate

Foundation Forum Speaker

Theodore Olson

Sunday, February 10 10:15 - 11:30 a.m.

Theodore B. Olson was Solicitor General of the United States from 2001-2004

and Assistant Attorney General in charge of the Office of Legal Counsel from

1981-1984. He is currently a partner in the firm of Gibson, Dunn & Crutcher in

Washington, D.C., and Co-Chair of the firm’s Appellate and Constitutional Law

and Crisis Management Practice groups.

Mr. Olson has argued 58 cases before the United States Supreme Court

including the Bush v. Gore cases, McConnell v. FEC, Citizens United v. FEC,

Caperton v. Massey, Rasul v. Bush, and cases involving telecommunications,

antitrust, the environment, patents, numerous constitutional provisions and

many other subjects. He is a Fellow of the American College of Trial Lawyers

and the American Academy of Appellate Lawyers. He is currently a member of

the Council of the Administrative Conference of the United States and a

member of the Board of Directors of the Cato Institute. He also currently serves

on the Board of Trustees of the Ronald W. Reagan Presidential Foundation and

the Board of Directors of the National Center for State Courts. He was Co-Chair of the Knight Commission on

the Information Needs of Communities in a Democracy and a member of the Privacy and Civil Liberties

Oversight Board. He was a Visiting Scholar at the National Constitution Center, 2006-2007.

In 2010, Mr. Olson was named by Time Magazine as one of the 100 Most Influential People in the World and by

The Huffington Post as one of “100 Gamechangers.”

The Foundation Forum speaker is sponsored by The Foundation of the IADC.

Support Your Foundation!

Purchase a raffle ticket when you register for the meeting or on-site at the IADC

Information Desk.

Our raffle package is courtesy of the Grand Wailea in Maui, Hawaii, home

of the 2013 IADC Annual Meeting. This raffle prize includes three

nights accommodations and two spa treatments.

Tickets are $100 each!

The drawing will be held at the Mardi Gras Gala and Reception on February 13.

You do not need to be present to win.


Featured Speakers

Carl Hiaasen

Tuesday, February 12 8:45 - 9:45 a.m.

Bestselling novelist and journalist Carl Hiaasen is among South Florida’s most vital

natural resources. His comic styles - Hiaasenesque - combines thrilling plot lines,

blunder-prone schemes, headstrong men and women, corrupt politicians, and a loving

nod to the natural landscape of South Florida. In his hilarious keynotes, Hiaasen shows

you his America: absurd, seedy, and oddly beautiful.

Photo credit: Tim Chapman

Carl Hiaasen’s fiction - slightly more outrageous than his journalism, but just barely - has

earned him praise as one of America’s finest satirical novelists. He shares almost

unbelievable stories about the sleaze, the quirkiness - and, yes, the perseverance - that

underlie life in South Florida. In the tradition of the best satirists, his scathing critiques

are wrapped in relatable humor and ring true with insight into the desperation, the

audacity, and the hope intrinsic to human nature.

Carl Hiaasen’s bestselling novels include Nature Girl, Tourist Season and Skinny Dip, which was just optioned

for film by Mike Nichols (The Graduate). He also writes a column and is an investigative journalist for The

Miami Herald.

For his non-fiction work, he has earned three Pulitzer Prize nominations. For being an all-around interesting

guy, he was profiled on 60 Minutes. Hiaasen is also the author of two novels for young readers, Flush and Hoot,

which was awarded a Newbery Honor. His latest book, Star Island, is a humorous look at the cult of celebrity.

Mr. Hiassen will be available for a book signing following the program.

David Callahan

Wednesday, February 13 10:30 a.m. - 11:30 a.m.

“Are We a Nation of Cheaters”

David Callahan has spent the past eight years exploring the decline of America’s

ethics and how we can still turn things around to create a more honest society. David

is the author of The Cheating Culture: Why More Americans Are Doing Wrong to Get

Ahead, and editor of In his provacative book, David looks at

increased economic competition and changing incentives that have created a nation of

cheaters. He explores everything from scandals on Wall Street, to the fall of Lance

Armstrong, to cheating students at Harvard, to overbilling by top law firms. He shows

that Americans at every level are tempted to cut corners to do better financially,

academically, or professionally. Even the best of us, says David, can find ourselves

sucked into the cheating culture. But David also sees signs of hope, with reforms under

way in a number of areas aimed at improving American’s battered ethics.

This presentation will be eligible for ethics/CLE credit.



8:00 - 9:00 a.m.


February 10

Construction Law And Litigation Business


Toxic and Hazardous Substances/Product

Liability/Drug, Device and Biotechnology

Mountains from Molecules Techniques for Refuting

Low Dose Exposure Claims

Plaintiffs are increasingly claiming that extremely low

dose exposure to a chemical or substance caused their

alleged injury. Low dose exposure claims are becoming

more prevalent in the areas of asbestos, benzene, coal dust,

and silica. This panel of lawyers and scientists will discuss

how to effectively rebut low dose exposure claims before

a jury and also review recent decisions that rejected low

dose exposure expert testimony and claims.

Speakers: Susan J. Cole, Bice Cole Law Firm, Coral

Gables, Florida USA; I. Allan Feingold, MD, FRCP(C),

FCCP, Medical Director, Occupational & Environmental

Medicine, South Miami Hospital, Miami, Florida USA;

Michael Fox, Sedgwick Law, San Francisco, California


Trial Techniques and Tactics/Medical Defense

and Health Law

Trying Cases in Challenging Venues

While all jury trials are challenging, trying cases in venues

where industry and “Corporate America” are often viewed

as villains and where the system is perceived to strongly

favor plaintiffs presents unique difficulties. Niall Paul and

Mike Brown are experienced trial lawyers who are often

called upon to try cases in venues with reputations for

unusually strong anti-corporate bias. They will lead the

discussion concerning the best practices for handling trials

in these adverse venues, from pretrial through the closing.

Speakers: Michael A. Brown, Miles & Stockbridge P.C.,

Baltimore, Maryland USA; Niall A. Paul, Spilman Thomas

& Battle, PLLC, Charleston, West Virginia USA

Class Action and Multi-Party Litigation

Two Years Later: Compelling Arbitration of Class

Disputes - The CFPB and State Efforts to Corral


When the U.S. Supreme Court handed down Stolt-Nielson

and Concepcion in 2010 and 2011, new life was given to

class action waiver clauses in arbitration agreements.The

reaction was swift in some instances. Dodd-Frank barred

such waivers in mortgage dealings, and the new Consumer

Financial Protection Bureau (CFPB) undertook a study

of arbitration clauses and the effects on consumers which

closed public comment on June 23, 2012. Come hear the

panel discuss the evolving state of the law concerning class

action and pre-dispute arbitration waivers and class action

waiver clause litigation.

Speakers: Martin C. Bryce, Jr., Ballard Spahr LLP,

Philadelphia, Pennsylvania USA; Frank A. Hirsch, Jr.,

Alston & Bird LLP, Durham, North Carolina USA; Jeffrey

R. Johnson, Scheer & Zehnder LLP, Seattle, Washington,

USA; Russell O. Stewart, Faegre Baker Daniels, Denver,

Colorado USA

Employment Law

Employment Law Update

The Employment Law Committee will make a

presentation on the latest developments in the labor and

employment field. By February 2013, the presidential and

congressional elections will be determined, and the

presentation will focus on “hot topics” in the labor and

employment field.

Speaker: Mark Fahleson, Rembolt Ludtke, Lincoln,

Nebraska USA

9:15 - 10:15 a.m.

Opening Session

10:15 - 11:30 a.m.

Foundation Forum Speaker - Theodore


For a full description on Theordore Olson and his talk, see

page 2.



4:00 - 5:00 p.m.

International/Class Action and Multi-Party

Litigation/Drug, Device and Biotechnology/Trial

Techniques and Tactics

Multi-national Trials and Evidence: An International

Class Action Trial in Review

Come hear this panel that was recently successful in

defending a precedent setting class action trial in Canada

as well as preparing for trial in other jurisdictions. This

program will include a presentation of the innovative trial

graphics used in the Canadian trial and will discuss

coordination and management of international clinical

studies and experts. The panel discussion will be

particularly useful to members who may be involved in

global litigation and have to consider the impact of

varying trial procedures in different countries.

Speakers: Steven M. Kohn, Reed Smith LLP, San

Francisco, California USA; S. Gordon McKee, Blake,

Cassels & Graydon, LLP, Toronto, Ontario Canada;

Elizabeth Porter, Senior Corporate Attorney, St. Jude

Medical, Inc., Saint Paul, Minnesota USA

*This program will be followed by an international

wine tasting reception. Advanced registration for

reception is required; see page 13 for more details.

Registration is not required if attending the CLE

session only.

7:30 - 8:30 a.m.


February 11

Fidelity and Surety Business Meeting

Toxic and Hazardous Substances Litigation/

Environmental and Energy Law/ Legislative,

Judicial and Government Affairs

Shale Oil and Gas Development: Environmental

Problem or Economic Solution in Search of a Problem

A lively interactive panel will discuss the risks and

benefits of shale oil and gas extraction in the setting of a

mock state Legislative Committee taking testimony on

whether those benefits justify potential harm to human

health and the environment. This panel will represent the

spectrum of political, regulatory and scientific views on the

issue. The Committee Members and witnesses will debate

the perceived economic benefits of hydraulic fracturing

and horizontal drilling techniques, as well as the perceived

potential risks to human health and the environment from

these methods. Be part of the dialogue as the panel

explores governmental regulations, legal limits, and civil

litigation. The panel will begin with an animation that will

ensure participants fully understand exactly what hydraulic

fracturing is and how its use has revolutionized natural gas


Speakers: Blaine D. Edwards, Superior Energy Services,

Inc., Houston, Texas USA; Richard O. Faulk, Gardere

Wynne Sewell, LLP, Houston, Texas USA; Raymond G.

Mullady, Jr., Blank Rome LLP, Washington, District of

Columbia USA; Niall A. Paul, Spilman Thomas & Battle,

PLLC, Charleston, West Virginia USA; William A. Ruskin,

Epstein Becker & Green, P.C., New York, New York USA



Monday, February 11 continued

7:30 - 8:30 a.m.


Hot Topics in Transportation Law

This program will feature two presentations each delivered

by a sub-committee of the Transportation Committee.

The first presentation will be entitled “First Response

Team - What You Need to Know to Protect Your Client

and its Employees.” This will discuss retaining

investigators, experts, dealing with authorities preserving

evidence and downloading ECM. Our second presentation

will be “Defense of Railroad Cases, Including the

Problems Created by Use of the Locomotive Video in the

Defense of Crossing Accidents.”

Speakers: Donna L. Burden, Burden, Gulisano & Hickey,

LLC, Buffalo, New York USA; Timothy F. Daniels, Irwin

Fritchie Urquhart & Moore LLC, New Orleans, Louisiana



A Global Concern - Third Party Litigation Funding:

Something Old, Something New, Something Borrowed...

Something Blue

Legal fee regimes play a critical role in enabling or

restricting private litigation. The U.S. regime, including

approval of contingency fee agreements and the general

policy of requiring each party to cover its own costs is an

outlier: many European jurisdictions and Australia prohibit

or restrict contingency fees and most jurisdictions require

losers to pay winners’ costs, including fees. But judicial

implementation of these rules varies considerably across

jurisdictions and the availability of legal insurance in some

jurisdictions softens their effect on incentives to litigate.

Recently, the appearance of third-party litigation financiers

has jolted the litigation landscape, but its effects on the

legal profession and its implications for litigation strategies

are unclear. This panel will aim to fill in this gap and bring

together different perspectives about the virtues and vices

of third party litigation funding and how this trend could

affect litigation strategies.

Michelle Fox, Herbert Smith Freehills, Sydney, Australia;

Michael Mills, Herbert Smith Freehills, Sydney, Australia;

Ralph Sutton, Chief Investment Officer, Bentham Capital,

New York, New York USA

Alternative Dispute Resolution/Insurance and

Reinsurance/Corporate Counsel

Mediating the High-Emotion Case

Successfully mediating cases that are infused with a high

level of emotion presents special challenges for

practitioners, insurers, and corporate parties. Mediation

approaches that may work well in other types of cases

may not help resolve high-emotion cases, or may even be

counter-productive. This experienced panel will discuss

techniques suited for mediating cases that have a high

emotional content, regardless of the size or complexity of

the case. The panel includes perspectives and experiences

from one of the most experienced mediators in the South

Florida area and the founder of Mediation, Inc.; the

Vice-President of Insurance of a major national insurer;

and a highly-experienced private practitioner who has

handled and resolved a broad range of types of cases

involving both business and individual clients.

Moderator: Val H. Stieglitz, Nexsen Pruet, LLC,

Columbia, South Carolina USA

Speakers: James B. Chaplin, President, Mediation, Inc.,

Miami, Florida USA; Deborah G. Cole, DGCole Law,

Chicago, Illinois USA; Timothy J. Gephart, Vice President

of Insurance, Minnesota Lawyers Mutual, Minneapolis,

Minnesota USA


Moderator: Ianika Tzankova, BarentsKrans N.V., The

Hague, The Netherlands

Speakers: Christopher Rother, Head of Competition and

Anti-Trust Law Department, Deutsche Bahn AG, Berlin,

Germany; Ulrich Classen, Founder and Managing

Director, CDC Cartel Damage Claims, Brussels, Belgium;


8:45 - 10:15 a.m.

Major CLE

The Future of the Roberts Court

Sponsor: Appellate Practice Committee

Despite the attempts to characterize the current Supreme

Court as simply a reflection of the political divide infecting

the other two branches of the national government, recent

decisions demonstrate a more nuanced approach by the

Court under the leadership of Chief Justice Roberts. Our

panel, comprised of seasoned Supreme Court practitioners,

insiders, academics and commentators, will examine the

recent decisions from the Court and share their insight as

to the action behind the scenes and what the future may

hold as the Court continues to grapple with major and

highly charged legislation and regulations.

Moderator: M.C. Sungaila, Snell & Wilmer, Costa Mesa,

California USA

Speakers: Kannon K. Shanmugam, Williams & Connelly,

LLP, Washington, District of Columbia USA; Thomas C.

Goldstein, Goldstein & Russell, P.C., Publisher,

SCOTUSblog, Washington, District of Columbia USA;

Harry Litman, Visiting Associate Professor, Rutgers Law

School, Camden, New Jersey USA, and Department Guest,

Princeton University Program in Law and Public Policy,

Princeton, New Jersey USA

10:30 a.m. - 12:00 p.m.

Major CLE

How the Defense Won the Most

Significant Criminal Environmental Case

in U.S. History - The Trial of United

States v. W.R. Grace

Sponsor: White Collar Defense and Investigations


In a case trumpeted as the most significant criminal

environmental case ever brought by federal prosecutors, in

2005, the Department of Justice brought sweeping criminal

charges against W.R. Grace and several of its executives,

stemming from Grace’s operation of a vermiculite mine in

Montana. The EPA occupied the mine area, which closed

in 1990, labeling it the Nation’s leading Superfund site.

Grace’s operation of the mine quickly became the

subject of three books, television documentaries and

congressional hearings. Later, the Department of Justice

charged Grace and its executives with conspiring to violate

the knowing endangerment provisions of the Clean Air

Act, conspiring to defraud the United States and

obstruction of justice, seeking massive criminal fines and

extended prison sentences. This panel of participants in

the three month trial will discuss how they defended novel

criminal environmental legal issues, presented a

coordinated defense, challenged the government’s medical

and environmental expert witnesses, discredited the

government’s key witnesses, exposed government

misconduct during trial, and used live, in court, social

media coverage of the trial to their advantage in this highly

charged case, which resulted in the jury’s acquittal of the

company and its executives on all charges.

Moderator: Thomas C. Frongillo, Weil, Gotshal & Manges

LLP, Boston, Massachusetts USA

Speakers: William A. Coates, Roe Cassidy Coates & Price,

Greenville, South Carolina USA; Jay Hughes, Senior

Litigation Counsel, W.R. Grace, Cambridge,

Massachusetts USA; Stephen R. Spivack, Bradley Arant

Boult Cummings LLP, Washington, District of Columbia

USA; Laurence A. Urgenson, Kirkland & Ellis LLP,

Washington, District of Columbia USA; Elizabeth Van

Doren Gray, Sowell Gray Stepp & Laffitte LLC, Columbia,

South Carolina USA



Monday, February 11 continued

10:30 a.m. - 12:00 p.m.

Major CLE

Litigation Management from the

Corporate Counsel Perspective

Sponsors: Business Litigation, Corporate Counsel, Drug,

Device and Biotechnology, International, Product

Liability, and Toxic and Hazardous Substances Litigation


This distinguished panel of corporate counsel will discuss

the current demands and trends that impact their

discussions when obtaining and retaining outside counsel.

The program will focus on such issues as internal budget

demands, tracking and benchmarking trends, the impact

of outsourcing legal functions, current discovery trends,

practical insights into successful alternative fee

arrangements, and more.

Moderator: Roy Alan Cohen, Porzio, Bromberg &

Newman, P.C., Morristown, New Jersey USA

Speakers: Eric Daniel Brown, Eli Lilly & Company,

Indianapolis, Indiana USA; Silvio J. DeCarli,

Associate General Counsel and Chief Litigation

Counsel, E. I. du Pont de Nemours and Company,

Wilmington, Delaware USA; Lynette Lupia, Senior

Manager, Performance Management and Administration,

Legal Division, Abbott Laboratories, Chicago, Illinois


5:00 - 6:00 p.m.

International Committee Business Meeting

7:30 - 8:30 a.m.


February 12

Insurance and Reinsurance Business Meeting

Drug, Device and Biotechnology

Six Sigma: What You Don’t Know Can Hurt You

Many companies have implemented the Six Sigma

process or conceptual aspects of the program in their legal

departments. What is Six Sigma Why is it important for

outside counsel to be well-versed in it How have clients

revised their expectations of outside counsel based on Six

Sigma and can the Six Sigma program work in outside law

firms and litigation teams All of these controversial

questions will be addressed and discussed by the

speakers - one in-house head of litigation and one outside

litigation partner. Come join us for this forward-looking,

important presentation that will be educational for those

lawyers who are unfamiliar with Six Sigma and provide

a forum for discussions for those who are passionately

divided in their opinions as to whether Six Sigma can work

in outside law firms and litigation teams.

Speakers: Eric Daniel Brown, Eli Lilly & Company,

Indianapolis, Indiana USA; Michelle M. Fujimoto, Shook,

Hardy & Bacon, LLP, Irvine, California USA



Appellate Practice

Amicus Curious: Oddball Appeals and the Limits of


Join our panel for a discussion of some of the strangest

(and most interesting) appellate experiences from their

careers. Each panel member will share an unusual

situation and the lessons that emerged from the craziness.

The panel will also explore the limits of creativity in

appellate briefing. We all want to catch the court’s

attention with our briefs, but it is not always easy to

identify the line between innovation and foolishness. Are

comic strips appropriate How about a brief that consists

almost entirely of a single photo Bring your own stories

and examples-they will be added to the mix.

Speakers: Jeffrey A. Cohen, Carlton Fields, Miami,

Florida USA; John B. Drummy, Kightlinger & Gray, LLP,

Indianapolis, Indiana USA; Edmund “Chip” Farrell,

Murchison & Cumming, LLP, Los Angeles, California

USA; Kendall Harrison, Godfrey & Kahn, Madison,

Wisconsin USA; M.C. Sungaila, Snell & Wilmer, Costa

Mesa, California USA

Product Liability

No Evidence of Defect or Causation No Problem! The

Perils of the Malfunction Doctrine

What happens when a plaintiff has difficulty proving that a

product caused the plaintiff’s injuries In some instances,

a plaintiff can rely on the “malfunction doctrine” to prove

causation. Under this doctrine, if the circumstances of an

accident indicate that a defect caused the accident, and the

plaintiff can produce evidence that removes other possible

causes, then the plaintiff can prove causation even if

the product is damaged or destroyed. The speakers will

address the origins of the malfunction doctrine, its

application and limits, and strategies to best defend against


Business Litigation/Alternative Dispute

Resolution/Class Action and Multi-Party


Defending Commercial Class Actions: Recent Cases May

Be Giving the Defense an Edge

Sponsor: RG/2 Claims Administration

Plaintiffs’ lawyers continue to seek the benefits and

windfalls of bringing commercial consumer class action

litigation. But recent decisions from the U.S. Supreme

Court and other courts are reshaping these actions and

providing potential new avenues of defense. This program

will discuss the changing landscape including decisions

such as Walmart v. Dukes (SCOTUS), Behrand v. Comcast

(3d Cir) and Glaser v. Whirlpool (6th Cir.) which

discuss the permissibility of a merits inquiry by the court

in making class certification decisions, and Wenzel v.

Toyota which discusses the doctrine of prudential

mootness as a defense to class actions. We will identify the

current trends in commercial consumer class actions as the

plaintiff’s bar scrambles to get ahead of recent changes in

these and other cases. Join us as our panel shares cutting

edge tactics and strategies utilized today to contest and

defeat class actions.

Moderator: Kurt B. Gerstner, Campbell Campbell

Edwards & Conroy, Boston, Massachusetts USA

Speakers: Charles H. Cole, Schuyler, Roche & Crisham,

P.C., Chicago, Illinois USA; T. Thomas Cottingham, III,

Winston & Strawn LLP, Charlotte, North Carolina USA;

Stephen A. Fogdall, Schnader Harrison Segal & Lewis,

Washington, District of Columbia USA; Christopher C.

Lam, Nexsen Pruet, LLC, Charlotte, North Carolina USA

8:45 - 9:45 a.m.

Featured Speaker - Carl Hiaasen

For a full description on Carl Hiaasen and his talk, see

page 3.

Speakers: Bruce H. Raymond, Raymond Law Group LLC,

Glastonbury, Connecticut USA; Keith Steenlage, Assistant

General Counsel, Law Department, Deere & Co., Moline,

Illinois USA

IADC Mobile Meetings Site

When onsite, get the most up-to-date Midyear

Meeting information on our mobile meetings site:




Tuesday, February 12 continued

10:00 a.m. - 11:30 a.m.

Major CLE

The iPad Litigator- Using Tablet

Technology Effectively in the Courtroom

and the Office

Sponsors: Technology and Trial Techniques and Tactics


No longer can lawyers be technology illiterate. iPads and

similar devices have rapidly become a standard component

of law practice, especially for trial attorneys. Lawyers are

increasingly using these devices to communicate, collect

and organize information, to prepare for or present

evidence at trial, or otherwise enhance the practice of law.

Walt Sinclair and Adam Bloomberg will demonstrate how

several of the more than 200,000 existing applications can

assist a defense lawyer during hearings, trials, and client

meetings. This program will discuss how to run your

existing firm’s PC applications and programs on your iPad

or tablet. Moreover, it will address security issues and

considerations associated with the use of cloud-based

applications on an iPad or tablet. This program will be

beneficial both for lawyers who currently use iPads or

tablets and for lawyers who do not have one, but are

contemplating the use of such a device.

Moderator: Alex J. Hagan, Ellis & Winters, Cary, North

Carolina USA

Speakers: Adam Bloomberg, Managing Director – Trial

Technology Services, Litigation Insights, Dallas, Texas;

J. Walter Sinclair, Stoel Rives LLP, Boise, Idaho USA

10:00 a.m. - 11:30 a.m.

Major CLE

Understanding International Labor and

Employment Policy: A Primer for

Multinational Employers Operating in a

Global Economy

Sponsors: Employment Law, Corporate Counsel,

Diversity and International Committees

Given the increasing globalization of the international

economy as well as the ever expanding reach of

corporations across multiple jurisdictions, corporate

counsel and their outside attorneys are confronted daily

with new issues related to managing labor and

employment matters across national borders. This program

explores the developing trends across the United States,

Europe and Japan in class actions for wage and

discrimination claims; the changing role of unions,

industry unions, and work councils outside of the United

States; and the impact of social media in the work force

and how employers are addressing social media and

privacy issues in the work place.

Moderator: Emmanuèle Lutfalla, SCP Soulie & Coste-

Floret, Paris, France; Eve Masinter, Breazeale, Sachse &

Wilson, L.L.P., New Orleans, Louisiana USA

Speakers: Noriko Higashizawa, City-Yuwa Partners,

Tokyo, Japan; Aldos Vance, Altec, Inc., Birmingham,

Alabama USA; Gerlind Wisskirchen, CMS Hasche Sigle,

Cologne, Germany

4:00 - 5:00 p.m.

Toxic and Hazardous Substances Litigation

Business Meeting

Diversity Committee Business Meeting and

Presentation - Judge Abdul Karim Kallon

Judge Abdul Kallon will share his perspective on the

importance of diversity in the profession and early

lessons learned from the bench. Judge Kallon, a federal

district judge for the Northern District of Alabama, was

born in Sierra Leone and immigrated to the U.S., where

he became a citizen. He earned his bachelor’s degree from

Dartmouth College in 1990, and his J.D. from the

University of Pennsylvania Law School in 1993. He served

as a law clerk to the Honorable U. W. Clemon in the

Northern District of Alabama, whose seat he was

appointed upon Judge Clemon’s retirement. He was

nominated by President Obama and was sworn in on

January 7, 2010. Prior to his appointment, Judge Kallon

was a member of Bradley Arant Boult Cummings,

practicing labor and employment law. He received a rating

of “well-qualified” from a majority of the ABA and his

judicial nomination was supported by both the defense and

plaintiff’s bar.

*This program is not eligible for CLE credit.

Speaker: Judge Abdul Karim Kallon, United States

District Court for the Northern District of Alabama,

Birmingham, Alabama USA


7:30 - 8:30 a.m.


February 13

White Collar Defense and Investigations

Business Meeting

Technology Committee

Cyber-Sleuthing: Using the Internet for Investigative

Purposes, and Investigating Sources of False or

Defamatory Internet Information

The Internet is an invaluable resource for attorneys and

individuals searching for information on events or people.

However, in the absence of effective regulations to verify

information disseminated freely online, it also can be the

quick path to reputation ruin. Many companies and

individuals find themselves the subject of false or

misleading information promulgated by those they do not

know and cannot readily confront. This program will

highlight the impact of cyber-misinformation on

companies and individuals, and some resources that exist

to help counter its detrimental effects. This program will

also highlight effective Internet and web-based tools to

investigate events, witnesses or experts.

Speaker: Bruce C. Anderson, Cyber Investigation Services

LLC, Valrico, Florida USA

Insurance and Reinsurance

Construction Defect Coverate Redux: Additional

Insureds, Trigger of Coverage and other Emerging Issues

This is the second of a two-part series on emerging

issues in construction defect coverage litigation. This

presentation will focus on additional issues facing insurers

and construction litigators. In many cases, the underlying

faulty workmanship in construction litigation spans

multiple years and involve numerous parties. In turn,

insurers and policyholders must address important

threshold legal questions such as when policies are

triggered, coverage for additional insureds and

allocation among multiple defendants. Recent court

decisions in these areas have produced disparate results

depending on the jurisdiction and the insurance policy

forms at issue. An expert panel will discuss the various

approaches courts have taken on these cornerstone

coverage topics.

Speakers: Michael A. Hamilton, Nelson, Levine, de Luca

& Hamilton, LLC, Blue Bell, Pennsylvania USA; Kathleen

J. Maus, Butler Pappas, Tallahassee, Florida USA

Environmental and Energy Law

Wind Power and Nuisance Litigation

In an age when alternative or renewable energy sources are

in high demand by the public, wind farms have become

part of the equation in meeting energy needs worldwide.

Though applauded by many, wind farm development has

also been met with opposition, and targeted in nuisance

claims. As wind farms continue to develop, more litigation

will ensue. This program is a basic primer in wind farm

litigation and will introduce you to wind farm components

and the types of nuisance claims that have been asserted in

recent cases.

Speakers: Jeromy E. Brown, Frailey, Chaffin, Cordell,

Perryman, Sterkel, McCalla & Brown, Chickasha,

Oklahoma USA; Rebecca Jo Reser, Davidson Troilo Ream

& Garza, San Antonio, Texas USA; Randall Tharp, Wind

Energy Specialist, Canadian Valley Technology Center, El

Reno, Oklahoma USA




Wednesday, February 13 continued

7:30 - 8:30 a.m.

Professional Liability/Insurance Executives

PLR Redux: Attorney Liability to Non-Clients

Although an attorney-client relationship is an essential

element of most claims against lawyers, attorneys may

face civil liability to non-clients in several well-recognized

situations. This program will focus on the potential

exposure lawyers face to non-clients for fraud, fraudulent

transfers, and aiding and abetting the alleged wrongful

conduct of their clients. This engaging program was

originally presented at the IADC Professional Liability

Roundtable in Chicago in May 2012.

*This program is eligible for Ethics/Professional

Responsibility CLE credit.

Speakers: Mark Krueger, Claim Supervisor, Minnesota

Lawyers Mutual, Minneapolis, Minnesota USA; Paul C.

Peterson, Lind Jensen Sullivan & Peterson P.A.,

Minneapolis, Minnesota USA

8:45 - 10:15 a.m.

Major CLE

Dinosaur to Avatar - Social Media Ethics,

Discovery, Investigation and Trial

Sponsor: Insurance and Reinsurance Committee

Today’s lawyer faces a flood of information and almost

inexhaustible number of social media outlets. The key is to

understand how to filter the nonsense and focus on the

truly relevant - all while staying within ethical boundaries.

This session brings together a panel of distinguished law

school faculty, judiciary, and lawyers who all have acute

acumen utilizing social media to its full potential in the

practice of law. The discussion will span from claims

investigation and discovery to effective social media use at

trial to ethical constraints. Attendees will walk away more

confident in embracing social media in their own practice.

*This program is eligible for ethics credit.

Speakers: John G. Browning, Lewis Brisbois Bisgaard &

Smith LLP, Dallas, Texas USA; Daniel W. Gerber,

Goldberg Segalla LLP, Buffalo, New York USA; January

Jacobowitz, Director, Professional Responsibility and

Ethics Program at the University of Miami School of Law,

Miami, Florida USA; Honorable Gena Slaughter,

Presiding Judge, 191st Civil District Court, Dallas, Texas


8:45 - 10:15 a.m.

Major CLE

Innovative Techniques for Effectively

Defending Damage Claims in High-Stakes


Sponsors: Medical Defense and Health Law,

Environmental and Energy Law, Product Liability,

Business Litigation, and Trial Techniques and Tactics


We have all seen it before - a hotly contested business

dispute or lapse in judgment leading to an accident,

followed by an enormous financial loss, property damage,

or catastrophically injured plaintiff seeking millions in

economic damages. That claim will be supported by the

plaintiff’s medical expert, life care planner and/or

economist presenting a grossly inflated damages claim.

How do you evaluate and attack each element of that

damages claim and effectively cross-examine life care

planners and economic experts This program will discuss

innovative strategies for evaluating the plaintiff’s

economic loss claims, obtaining data to attack those

claims, and effectively using defense experts to identify

areas of weakness in plaintiff’s experts’ opinions, develop

your defenses, and defend the claim at trial. The program

will include mock cross-examinations of expert witnesses

and will have broad-based application to commercial and

personal injury litigation.

Speakers: Thomas A. Barocci, Ph.D., T.A.B. Associates,

Inc., Boston, Massachusetts USA; Jennifer Haltom Doan,

Haltom & Doan, Texarkana, Texas USA; Kurt B. Gerstner,

Campbell Campbell Edwards & Conroy, Boston,

Massachusetts USA

10:30 a.m. - 12:00 p.m.

Major CLE/Special Interest

Are We a Nation of Cheaters - David


For a full description on David Callahan and his talk, see

page 3.

Social Events and Highlights

Welcome to Boca Raton Reception

Saturday, February 9, 6:00 - 7:30 p.m.

Join us at the resort’s Garden

Pool overlooking the

intracoastal waterway for

beverages and light hors

d’oeuvres. It will be a

wonderful way to kick off our

meeting in Boca Raton and to

connect with all of your friends

and colleagues. Before

arriving onsite, be sure to

make any dinner reservations

for this evening as Saturday

nights are very busy for area restaurants. (Resort casual

attire. Dependent on the weather, this event will be held

outside so please dress appropriately.)

Sponsored By SEA, Limited

International Committee Wine Tasting

Program and Reception

Sunday, February 10, 4:00 - 6:00 p.m.

Please join the International Committee for an afternoon

panel discussion followed by a wine tasting and

networking reception. U.S. and international attendees

alike will benefit from an interesting presentation on the

use of trial graphics in a landmark case in Canada won by

IADC member Gord McKee. For more information on the

panel discussion, please see page 5. Afterward, attendees

will gather to network and mingle while sampling wines

from different countries. The CLE Session from

4:00 - 5:00 p.m. is open to all attendees, but advanced

registration is required for the reception at 5:00 p.m.; cost

is $30.00 USD per person.

Copacabana Theme Party

Monday, February 11, 6:30 - 10:00 p.m.

Join us for a hot night in Havana! Test

your salsa moves on the dance floor to

the sounds of one of the area’s best Latin

bands and savor the flavors of this island

country at our delectable Cuban buffet

and mojito bar. Comfortable and casual

Latin attire - guayabera shirts, also known

as Mexican wedding shirts, for men and

brightly colored dresses or

similar for women.

Mardi Gras Reception and Gala

Wednesday, February 13, 6:30 (Reception),

7:30 - 11:00 (Gala)

IADC President and New

Orleans native Quentin

Urquhart, along with his wife

Anne, invite you to celebrate

Mardi Gras in true New Orleans

style! The Gala will be

transformed into one of New

Orleans’ ultra-exclusive Mardi

Gras Balls. No social climbing needed though - we’re all

aristocrats for the night as we enjoy one last hurrah before

the Lenten season begins! Enjoy fine New Orleans dining,

great music, and dancing at what is sure to be a memorable

event! (Black tie and formal attire requested. Mardi Gras

masks encouraged but not required. Beads, lots of beads,

will be provided.)

Meet and Greet/Grab and Go


Sunday through Wednesday mornings,

7:00 - 9:00 a.m.

Join fellow attendees for a breakfast buffet each morning

to network, discuss ideas or plan your day. There will also

be “Grab and Go” Breakfasts available outside the CLE

meeting rooms. The breakfasts are open to all registered

attendees. Please wear your name badge to all IADC


Meet and Greet Breakfasts Sponsored By

Thomas G. Oakes Associates

Member Mix and Mingles

Sunday, February 10 and Tuesday, February 12,

5:00 - 6:30 p.m.

Meet up with friends at the Palm Court at the Boca Raton

Resort and Club before going out for the evening at these

cash bar receptions.

First Timers Introductions and Reception

Saturday, February 9

Introductions: 4:30 - 5:30 p.m. Reception: 5:30 p.m.

The First Timer program is for all IADC members and

their guests who have never attended a Midyear or

Annual Meeting. At this introduction, you will learn

more about the IADC and the Midyear Meeting. You will

also meet other First Timers and their Hosts, so

throughout the week you will see familiar faces.


Social Events and Highlights

After Dinner Gatherings

Saturday, February 9, Sunday, February 10, and

Tuesday, February 12, 10:00 - 11:30 p.m.

Wrap up your evening with a nightcap and camaraderie

at the After Dinner Gatherings held exclusively for IADC

attendees. On Saturday evening, IADC President Quentin

Urquhart invites you to the Presidential Suite on the 26th

floor of the hotel’s tower for the After Dinner Gathering.

Sunday and Tuesday’s After Dinner Gatherings will be

held in the hotel at the Palm Court. Beer, house wine, and

non-alcoholic drinks are complimentary with your meeting

name badge.

Sponsored By Altep, Inc.

Morning Run and Walk

Saturday through Wednesday,

Morning Run: 6:30 a.m. Morning Walk: 7:30 a.m.

Get the blood pumping in the morning and get to know

other attendees at the same time! Whether you run or walk,

there is time each morning for you to get moving before

the day’s activities. Thank you to the Morning Walk Chairs

Garden Blincow, Ann Waris, and Diana Crim and Morning

Run Chairs Alex Hagan and Tim Fischer.

Book Review: The Immortal Life of

Henrietta Lacks by Rebecca Skloot

Monday, February 11, 11:00 a.m. - 12:15 p.m.

Her name was Henrietta Lacks, but

scientists know her as HeLa. She

was a poor black tobacco farmer

whose cells - taken without her

knowledge in 1951 - became one

of the most important tools in

medicine, vital for developing the

polio vaccine, cloning, gene

mapping, in vitro fertilization, and

more. Henrietta’s cells have been

bought and sold by the billions, yet

she remains virtually unknown. All

attendees are welcome to join what is sure to be a

riveting disscusion of the collision between ethics, race,

and medicine; of scientific discovery and faith healing; and

of a daughter consumed with questions about the mother

she never knew. Thank you to the Book Review Chair

Laurel Rosenberg.

Dine Around

Tuesday, February 12

The IADC invites attendees to dine together at some of the

area’s best restaurants. A list of participating restaurants

and sign-up sheets will be available onsite at the IADC

Information Desk. Spots will be filled on a first come, first

served basis. All costs associated with dinner as well as

transportation to/from the restaurants will be the attendee’s

responsibility. This is an opportunity to enjoy a night out

with old friends while making new ones in the process!


Afternoon Bike Ride

Sunday, February 10, 1:30 p.m.

Led by avid bicyclist and IADC member, David

Rosenberg, join others on this afternoon road ride. This

ride is for experienced road riders, will cover 30-40 miles,

and will last two to three hours. If you plan to participate

and bring your own bike, please note that helmets are

required. If you are interested but will need to rent a bike

and helmet, please contact Rebecca Zurcher at Road bike rentals are limited,

especially during high season in Boca Raton, so please

get your request in early. Costs associated with bike and

helmet rentals will be the individual’s responsibility.



Immerse yourself in the rich history and tradition of one of

the finest golf resorts in Florida. Dating back to the times

when PGA professionals Sam Snead and Tommy Amour

held positions on staff, this exclusive golf resort has

always sought to offer a unique, exclusive and luxurious

year-round golf experience. Delight in the beautifully

maintained links delivering the perfect blend of history,

amenities, luxuries and challenges for your next golf

vacation in Florida.

• The Resort Course– par 71; 6,253 yards; slope–128;

12 water hazards, including a signature water

feature designed by Hugh Hughes; fully stocked

pro shop; practice facilities.

• The Country Club Course– par 72; 6,714 yards;

slope– 130; signature 18th–hole island green; fully

stocked pro shop; practice facilities.

• Boca Raton Resort & Club Golf Academy–

featuring the Dave Pelz Scoring Game School.

• The Boca Raton Resort & Club golf course has

received certification in Environmental Planning

from the Audubon Cooperative Sanctuary Program

for Golf Courses (ACSP), an international program

administered by Audubon International designed

to help landowners preserve and enhance the

environmental quality of their property.

Ryder Cup Golf Tournament

Sunday, February 10, 12:30 p.m.

The Resort Course

The registration fee is $265.00 USD per person and

includes green fees, boxed lunch, bottled waters, prizes

and tournament costs. Thank you to Golf Tournament

Chairs Joe Roper and Steve Vescovo.

Sponsored By Exponent

Couples Golf Event

Monday, February 11, 12:50 p.m.

The Resort Course

The registration fee is $265.00 USD per person and

includes green fees, boxed lunch, bottled waters, prizes

and tournament costs. Thank you to Couples Golf Event

Chairs Roger and Cathy Perkins.

For those interested in playing other courses in the area,

go to for

information on nearby golf courses and to arrange

individual tee times.

To make individual tee times, please contact the resort’s

Golf Tee Time Office at 561.447.3078.


Tennis and Croquet


Named #5 of “The 50 Greatest Tennis Resorts in the

United States” in 2011 by Tennis Magazine the Boca

Raton Resort & Club sets the standard for tennis in South

Florida. Featuring a world class tennis center and one of

the finest teaching programs in the region, the Resort is a

premier destination for players of all types and abilities.

• State-of-the-art Tennis & Fitness Center regularly

listed by Tennis Magazine as one of the top tennis

programs in the country.

• Evert Adult and Junior Academy– The only resortaffiliated

Evert Tennis Academy in the country.

• 30 clay-based courts including 18 Hydro-Grid

Courts at Boca Raton Resort & Club to maintain a

consistent level of moisture, ensuring both optimum

playability and a more physically forgiving surface.

• Instruction, camps, events, and an innovative

program of daily clinics, camps, one-on-one lessons

and fitness training.

• Tennis Concierge to assist players looking for a

competitor at their respective skill levels.

• Two-story Mizner-style Tennis Clubhouse with

viewing deck, offering the ideal setting for

relaxation between matches.

To book individual court times, please contact the Boca

Raton Resort and Club Tennis Center at 561.447.3141.

Tennis Mixer

Sunday, February 10, 1:30 - 3:30 p.m.

Boca Raton Resort and Club Tennis Center

Sign-up for informal and fun play! All levels welcome.

The registration fee is $25.00 USD per person and includes

court fees, balls and refreshments. Thank you to Tennis

Chairs Jeff and Ann Winkler.

Tennis Clinic

Monday, February 11, 1:30 - 3:30 p.m.

Boca Raton Resort and Club Tennis Center

Looking for general pointers or specific instruction in

order to fine-tune your game Looking to tune up your

game for Tuesday’s Tennis Tournament Then sign up for

this two-hour clinic with the resort’s top-rated pros. All

skill levels welcome.

The registration fee is $85.00 USD per person and

includes professional instruction, court fees, balls, and

refreshments. Thank you to Tennis Chairs Jeff and Ann


Men’s and Women’s Tennis


Tuesday, February 12, 1:00 - 4:00 p.m.

Boca Raton Resort and Club Tennis Center

Test your tennis mettle against other meeting attendees in

our men’s and women’s tournaments. The registration fee

is $45.00 USD per person and includes court fees, balls,

refreshments, prizes and tournament fees. Thank you to

Tennis Chairs Jeff and Ann Winkler.


Monday, February 11, 1:30 - 3:30 p.m.

Enjoy the fine art of this centuries-old game onsite at the

resort. Attendees are invited to participate in this fun and

informal tournament or can watch from the sidelines as

spectators. Those choosing to participate are encouraged to

dress in white. Thank you to our Croquet Chairs Carl and

Valerie Aveni.



International Polo Club Match

Sunday, February 10, 1:30 - 5:30 p.m.

Spend the afternoon attending a polo match at the worldrenowned

International Polo Club Palm Beach. This is

a fabulous opportunity for attendees to experience

something new and to be a part of a tradition that in

many ways defines this region of Florida.

The registration fee is $122.00 USD per person and

includes roundtrip transportation and admission to the polo

match with center seating. Any food and beverages

purchased at the match will be the individual’s


Everglades Airboat Tour

Monday, February 11, 1:00 - 5:00 p.m.

Experience Florida’s “River of Grass” and expansive

wilderness area of unmatched beauty that encompasses

over 2,500 square miles of South Florida. View the

wonders of nature as you glide through Sawgrass in one

of the world’s largest airboats. Your guide will discuss the

ecological wonders that you will see such as alligators,

turtles, exotic birds, and the $8.6 billion dollar Federal

Government Everglades Restoration Project.

The registration fee is $95.00 USD per person and includes

roundtrip transportation, boat fees, bottled waters, and a

professional guide.

Downtown Boca Raton: Mizner Park


Tuesday, February 12, See Schedule Below For


Downtown Boca’s eclectic blend of boutiques, galleries,

furniture and design studios, gourmet markets and

celebrated fashion retailers provide the perfect atmosphere

for shopping and strolling all day long. This shuttle is

complimentary to all IADC attendees and guests. No

advance reservations required. Please arrive at the pick-up

points a few minutes before the scheduled departure of

your choice.

Downtown Boca Raton Mizner Park Shuttle Schedule

Depart Resort: 10:00 a.m./11:00 a.m./12:00 p.m./1:00 p.m./

2:00 p.m./3:00 p.m./4:00 p.m.

Depart Downtown: 10:30 a.m./11:30 a.m./12:30 p.m./

1:30 p.m./2:30 p.m./3:30 p.m./4:30 p.m. (last shuttle)

Sushi - Roll It Like a Pro!

Tuesday, February 12, 1:00 - 3:00 p.m.

Come join us for this fun event where each guest will

prepare and roll their individual sushi entrée and learn

correct sushi etiquette and terminology. This demonstration

and tasting includes a complete four course lunch menu of

Japanese Salad with Ginger Dressing, made to order Miso

Soup, hands-on preparation of California, Vegetable, and

Spice Tuna Rolls, and Japanese Egg Kasutera for dessert.

The registration fee is $95.00 USD per person and includes

lunch, a sample “taste of sake,” a menu recipe booklet, and

hands on instruction.

The Palm Beach and Worth Avenue


Wednesday, February 13, 1:00 - 5:00 p.m.

The Palm Beach Tour will introduce you to the lifestyle

of the “Rich and Famous” on the exclusive island of Palm

Beach. A professional guide will share the history of Palm

Beach, as well as the secrets and details about those that

live behind the manicured hedges of its’ lavish oceanfront

estates. The commentary includes information about its

famous residents. Guests will also browse the world

famous shops and galleries of Worth which now boasts

more than 200 shops offering everything from world-class

designer jewelry and clothing to internationally acclaimed

paintings and antiques.

The registration fee is $60.00 USD per person and includes

roundtrip transportation and a professional guide.

Neighborhood and Parks Bicycle Tour

Wednesday, February 13, 1:30 - 3:30 p.m.

Take a leisurely ride around some of the neighborhood

areas surrounding the Boca Resort. You will travel along

A1A to Spanish River Park and to the Gumbo Limbo

Nature Center. In the parks you will see native plants and

trees and pristine natural areas with mangroves. Along

the way you will pedal by multi-million dollar homes and

view the Intracoastal waterway to get a feel for the Boca

Raton lifestyle. Thanks to Biking Chair Carol Barbour for

assisting with this tour.

The registration fee is $85.00 USD per person and

includes quality hybrid or mountain bikes, helmets, and a

tour guide.

If you are interested in participating in a tour, please

register early as space is limited.


Boca Raton Activities

Featuring an extensive array of entertaining pursuits, Boca Raton Resort & Club offers convenient access to the

most entertaining excursions and sites in the area.


The Tower Pool at the Main Resort and the Pool Oasis at

the Beach Club are the perfect spots for relaxing, sunning,

swimming, and fun. Cabana rentals along with a full

service lunch menu, exotic drinks, and refreshments ensure

a day of enjoyment.

Sand and Sea

Get some sand between your toes with a game of beach

volleyball or corn hole/bags along the resort’s half-mile

stretch of sandy beach. Whatever your speed, the ocean

beckons with an exhilarating ride on a standup paddle

board or an ocean kayak.

Beach Club Cabanas

Overlooking the pool deck and the ocean beyond, these

cabanas are ideal for those who desire the ultimate in

comfort, privacy, and luxury. Available for daily rental,

cabanas are furnished with bathroom and shower, secure

storage, refrigerators, padded loungers and umbrellas.

Fishing and Boating

Close proximity to the Gulf Stream and a 32-slip marina

makes the Boca Raton Resort and Club a boater’s paradise

and a deep-sea fisherman’s dream. The resort’s marina

offers motorboats, sailboats and more available for


Tower Pool Cabanas

The poolside cabanas include welcome champagne, fresh

tropical fruit, two chaise lounge chairs, umbrella,

television, refrigerator and bottled water.

Power Boat and Waverunner Rentals

Ride-A-Wave offers rentals of 19’ and 21’ Sea Ray power

boats and a selection of Yamaha waverunners. Captains

available for charter.


Fly like a bird as you enjoy spectacular views from high

above the Atlantic. As you’re hoisted high in the sky nearly

800 feet, this adventurous sport is the perfect chance to

“ride the wind.”

Please contact the resort’s concierge at 561.447.3700 for

more information on any of these amenities and activities.


Boca Raton Activities


February is high season in Boca Raton and we

encourage attendees to make dining reservations in

advance. For a list of restaurant suggestions in the area,

please go to IADC’s Midyear Meeting homepage on

IADC’s website - There are also a

number of wonderful dining options onsite at the resort

making it easy to enjoy great meals without ever having to

leave the property.

Resort Restaurants and Lounges

• 501 East- Casual dining makes 501 East Kitchen

& Bar the ideal spot to enjoy moderately-priced

contemporary specialties in a comfortable setting.

Open for lunch and dinner daily.

• Seagrille- Overlooking the Atlantic Ocean from

the third-floor lobby level of the Beach Club, this

delightful seafood restaurant offers both indoor and

outdoor seating.

• Cielo- On the 27th floor of the Tower, Cielo

occupies the unique spot from which the Atlantic

and all of Boca and beyond can be viewed.

• Morimoto- Internationally acclaimed for his

extraordinary Japanese cuisine, Sushi Master

Masaharu Morimoto’s signature sushi bar and

restaurant offers a unique selection of sushi,

sashimi and maki.

• Lucca- With an open-arched kitchen, handblown

Murano chandeliers, and truly inventive

Tuscan cuisine, Lucca is a modern Mediterranean

restaurant, overlooking the Intracoastal Waterway.

• Bar Luna- Serving specialty cocktails and a wide

assortment of fine wines, liquors, and grappas, Bar

Luna is perfect for before or after-dinner drinks, or

simply for a casual night out.

• Palm Court- With its natural light and colorful

courtyard design, Palm Court is the ideal setting for

creative cocktails and light fare menu.

• Serendipity- Inspired by the New York icon

Serendipity 3, this legendary dessert restaurant with

its whimsical decor serves a family-friendly menu.

• Gazebo Bar & Grill- Located at the Tower Pool,

it is one of the resort’s most popular lunch and

snack options, featuring frozen drinks, salads,

grilled burgers, creative sandwiches, and ice cream


For more information on the resort’s onsite dining

options, please visit

To make reservations, contact the resort’s

concierge at 561.447.3700.

For More Information

Boca Raton Resort and Club

About the Palm Beach/Boca

Raton Area

Meeting Information



Hotel Information

Boca Raton Resort and Club

501 East Camino Real

Boca Raton, Florida USA 33432


Hotel Reservations and Room Rate

The room rate, which is subject to the current applicable

occupancy and sales tax per room, per night, is $385.00

for Cloister Deluxe Rooms and $395.00 for Tower Rooms.

The resort fee, included in the room rate, allows for the

following amenities:

• In-room High Speed Internet

• Access to the Fitness Centers

• In-room Coffee and Tea Service

• Delivery of Daily Newspaper

• Bellman Gratuities

• Transportation within the Resort

• Unlimited local and toll-free calls

• Golf bag Storage

• Access to Board EZ (kiosk to print boarding passes

prior to departing the resort)

Designed by legendary architect Addison Mizner, Boca

Raton Resort & Club, A Waldorf Astoria Resort has

reigned as an icon of elegance for more than 80 years.

Today, the resort remains faithful to its glamorous past,

while radiating a vibrant energy, offering infinite amenities

to every type of guest.

Situated on 356 acres in fabled South Florida, Boca Raton

Resort & Club, A Waldorf Astoria Resort carefully

combines a fresh look and modern amenities, while

embracing the purpose and design of the original vision of

renowned architect Addison Mizner. This eclectic, private

village offers the best of all worlds: a renowned spa,

championship golf and tennis, expansive beach, luxury

marina, and exquisite accommodations. With deep roots in

the past, this completely unique hotel is truly a destination

for the future.

Discover Boca Raton Resort & Club, A Waldorf Astoria

Resort - a landmark resort, combining a fresh, visionary

approach to hospitality with infinite possibilities in a

timeless setting.

In order to make your hotel reservation you must first

register for the meeting with the IADC. Once registered,

the IADC will send you a link to the resort’s secured

reservation website along with your registration

confirmation that will allow you to secure a hotel room

at the resort. Reservations, along with a one night room

and tax deposit, must be received by January 8, 2013. An

individual’s deposit is refundable to that individual if the

resort receives notice of cancellation at least 14 days prior

to scheduled arrival. Individual guest room reservations

canceled after this time will forfeit the one night deposit.

Availability of rooms at the group rate is subject to the

IADC room block and for reservations made by

January 8, 2013 at 5:00pm (CST) when unused rooms

will be released. Reservation requests received after the

room block has been fully reserved or after the release of

unused rooms after 5:00pm (CST) on January 8, 2013 will

be accepted only a space available basis at the group rate.

Please note the room block may fill before January 8,

2013, so we encourage you to register with the IADC so

you can make your hotel reservation early.

Check-in time is 4:00 p.m. and check out time is 11:00



Hotel Information


Inspired by Spain’s legendary Alhambra Palace, the awardwinning

Spa Palazzo is a joyful symphony of palatial

gardens, grand arches, carved stone, smooth marble,

handcrafted tile, elaborate mosaics and cypress woodwork.

The centerpiece of the men’s and women’s lounges are the

opulent termes (wet rooms) that are home to the celebrated

Spa Palazzo Ritual Bath, complete with nine individual

mineral baths as well as Swiss and waterfall showers,

whirlpool, steam, sauna and inhalation rooms. Both

lounges also feature luxurious locker rooms with changing

areas and showers. Beyond these lounges, 44 private

treatment rooms are serene sanctuaries where you may

experience a wide range of signature treatments, facials,

massage and more. Several private and co-ed lounges

invite reflection and repose including two sunning terraces

and the elegant Great Room.

Fitness Center

Enjoy complimentary access to three state-of-the art

fitness centers– one on the grounds of Boca Beach Club

and two others conveniently located at Boca Raton Resort

and Boca Country Club. Offsite centers are easily

accessible by complimentary shuttle. All facilities offer a

wide array of aerobics and specialized exercise classes.

Spa Reservations

Booking your spa reservation(s) in advance is

strongly recommended. Please call Spa Palazzo

directly at 561.347.4772 or 877.677.7347.

IADC attendees will receive 10% off any spa

service. Coupons will be included in your onsite

registration packet and must be presented when

you check in for your appointment.


General Information



The resort is situated in Boca Raton, the heart of Florida’s

Gold Coast, in south Palm Beach County. Easily

accessible via air transportation: 28 miles south of Palm

Beach Airport (PBI), 24 miles north of Fort Lauderdale

International Airport (FLL), 45 miles north of Miami

International Airport (MIA). Taxis are readily available at

all three airports with approximate one-way taxi fares of

$90.00 (PBI), $90.00 (FLL), and $150.00 (MIA).

To arrange transportation in advance through the

resort, please call their Transportation Department at

800.262.2407, ext. 3378. Reservationists are available

from 5:00AM to Midnight, seven days per week.

Rental Cars and Parking on Property

As with other IADC meeting locations you may find that

having a rental car, which allows accessibility to the great

shopping, restaurants, and sightseeing off-property, a

must-have. Please be sure to book a rental car soon as

February is peak season in South Florida. All airports

are serviced by major rental car companies.

The resort’s current parking fees are as follows:

• Day Fee: $11.00, inclusive of tax, per entrance, per


• Nightly Fee: $26.00, exclusive of tax, per vehicle


The average temperatures in Boca Raton in February are

high-70’s F/high-20’s C during the day and high-50’s F/

high-10’s C at night. Weather can always be unpredictable

though so we encourage you to check the forecast as the

meeting gets closer at

Special Needs

If you will have special needs during the meeting (i.e.

diet or accessibility) please let the IADC office know in

advance of the meeting by calling 312.368.1494 or send an

e-mail to Rebecca Zurcher, Director of Meetings, at

The Midyear Meeting Gala this year will be Mardi Gras

themed and is bound to be a memorable evening full of dining,

great music, and dancing.

Make sure to sign up onsite at the IADC

Information Desk for seating!


Meetings and Events: Resort casual (slacks, shorts, golf

shirt, button down/blouse) is appropriate for committee

meetings and CLE programs. The Welcome Reception

and other receptions call for comfortable and casual dress,

although please note that it does get cool in the evenings

so shorts may not be appropriate. For the Theme Party,

comfortable and casual Latin attire (guayabera shirts, also

known as Mexican wedding shirts, for men and brightly

colored dresses or similar for women) is requested and for

the Gala, formal (black tie) attire is requested. Mardi Gras

masks are welcome! Golf: Proper golf attire is required.

No jeans or cut-off shorts. Spikeless golf cleats are

required on resort courses.

Easy Payment Options

For your convenience, all registration and activity fees

may be paid by check, wire transfer, Visa, American

Express or MasterCard. If paying by check, please make

sure it is in U.S. currency and mail it to the International

Association of Defense Counsel, 303 West Madison, Suite

925, Chicago, IL 60606. If paying by wire transfer, please

send information to JPMorgan Chase Bank, Chicago,

Illinois, Routing # 071000013, Account # 432279888,

Swift Code CHASUS33.

IADC Cancellation Policy

A CASH REFUND, less a $150 processing fee, will be

made if a written notice of cancellation is received by the

IADC office more than thirty (30) days prior to the first

day of the meeting. No reason for the cancellation need be

provided for a timely notice of cancellation

NO CASH REFUND will be made if notice of cancellation

is received by the IADC office thirty (30) days or less prior

to the first day of the meeting. However, if special

circumstances arise before the meeting which prevents

attendance, a member may request a future meeting credit.

The request needs to be in writing and submitted to the

IADC office. It should be directed to the Finance

Committee’s attention and note the special circumstances

which caused the cancellation. The credit request can only

apply to meeting registration fees (not air, hotel, activity,

tour or special event fees) and, if approved, will be valid

for use toward any IADC meeting for one (1) year from

the date of the meeting for which credit is requested. A

$150 processing fee will be deducted from the total future

meeting credit.

All future meeting credit requests will be considered by

the Finance Committee and the decision of that Committee

will be final.

IADC 2013 Midyear Meeting

Registration Form

DATE: February 9 - 14, 2013 • LOCATION: Boca Raton Resort and Club, Boca Raton, Florida USA

You must register for the meeting with the IADC prior to reserving rooms at the hotel. You will receive a link to the reservation’s website that will allow you to reserve rooms at the Boca

Raton Resort and Club. Register for the meeting at or fill out this form and mail or fax to the IADC, or e-mail Rebecca Zurcher at

Registrant Information












Please indicate if the following will be attending with you:

Is this the first IADC Annual or Midyear Meeting that you have attended as a member Yes

*If yes, please forward a photo of you and your spouse/significant other (if attending the meeting) to

Check this box if you are interested in being a First Timer Host.

Meeting Information and Fees

Member and Emeritus Member, Spouse/Significant Other/Adult Guest: Fee includes the Breakfasts, Welcome Reception, Theme Party, Gala, some

receptions, Committee and CLE meetings, and meeting materials.

Two-Day Corporate Counsel and Insurance Executive Package (for corporate counsel and insurance executives ONLY): Fee includes Committee Meetings,

CLE programs, Breakfasts and any events for general attendees on any two consecutive days of your choosing.

*****Spouses/Adult Guests who would like to receive CLE credit must register as a Non-Member Lawyer.*****

Code Registration Category Before December 10 After December 10

The Foundation of the IADC Raffle

Support YOUR Foundation by purchasing raffle tickets! Our raffle package is courtesy of the Grand Wailea in Maui, Hawaii, home of the 2013 IADC Annual

Meeting. This raffle prize includes three nights accommodations and two spa treatments. The drawing will be held at the Gala on February 13. You do not

need to be present to win. Tickets can be purchased at the meeting.

F1 The Foundation Raffle Ticket x $100 each $


Spouse/Significant Other/Adult Guest

If a spouse/significant other/adult guest will be attending, please indicate the name for the badge:


R1 Member/Non-Member Lawyer $1,345 $1,395 $

R2 Spouse/Significant Other/Adult Guest $495 $545 $

R7 Two-Day Corporate/Insurance Package $495 $520

Please indicate which two days you plan to attend the meeting: □Sunday □Monday □Tuesday □Wednesday $

R8 Two-Day Corporate/Insurance/Spouse/Sig. Other/Adult Guest $225 $250 $

R9 Emeritus Member $650 $700 $


Total from activities on reverse $

Total payment included with registration from $

Check/Money Order (Payable to the IADC in USD)

AMEX Visa MasterCard

Number: Expiration Date: Security Code:

Name on Card:


Please note: The IADC cannot register you unless the proper payment is made with your registration form. All fees are listed above and are payable in

U.S. currency. Please see the General Information page for the full refund policy. Questions Call 312.368.1494.

International Association of Defense Counsel • 303 W Madison, Suite 925, Chicago, IL 60606 USA

Phone: 312.368.1494 Fax: 312.368.1854 Web:


IADC 2013 Midyear Meeting

GOLF (reservations requested by January 11, 2013)

Activities Registration Form

Fees for the Ryder Cup Golf Tournament and Couples Event include greens fees, boxed lunch, bottled waters, prizes, and tournament

costs. Additional rentals will be charged to the participant’s room.

Code Date Time Event Price/person Participants (Handicap) Total $

G1 Sun. 2/10 12:30 p.m. Golf Tournament $265 ( ) $

G2 Mon. 2/11 12:50 p.m. Couples Event $265 ( ) $

TENNIS (reservations requested by January 11, 2013)

Tennis events are onsite at the resort’s country club. Fees include court fees, refreshments, balls, and prizes. Tournament fees also

include all related tournament costs. Additional rentals will be charged to the participant’s room.

Code Date Time Event Price/person Participants (A/B Team) Total $

T1 Sun. 2/10 1:30 p.m. Tennis Mixer $25 ( ) $

T2 Mon. 2/11 1:30 p.m. Tennis Clinic $85 ( ) $

T3 Tue. 2/12 1:00 p.m. Tournament $45 ( ) $


ACTIVITIES (reservations requested by January 11, 2013)

Code Date Time Event Price/person Participants Total $

A1 Sun. 2/10 1:30 p.m. Polo Club Match $122 $

A2 Sun. 2/10 5:00 p.m. Int’l Cmte. Wine Tasting $30 $

A3 Mon. 2/11 1:00 p.m. Everglades Airboat Tour $95 $

A4 Tues. 2/12 1:00 p.m. Sushi Demo & Tasting $95 $

A5 Wed. 2/13 1:00 p.m. Palm Beach/Worth Ave Tour $60 $

A6 Wed. 2/13 1:30 p.m. Neighborhood & Parks Tour $85 $

Total (transfer to main registration page for payment) $

Add activities total to registration total on the reverse and send in to the IADC with payment, fax to 312.368.1854, or register online at

Cancellation Policy for Tours and Activities

In order to receive a full refund, cancellations of tours/special activities offered through the IADC must be

received by the IADC office in writing by January 11, 2013. Cancellations after this date will not be refunded

unless we are able to fill your spot.


Thank You and Our Sponsors

CLE Committee


Emilia L. Sweeney, Seattle, WA USA


Molly Hughes Cherry, Charleston, SC USA

Deborah G. Cole, Chicago, IL USA

Molly Hood Craig, Charleston, SC USA

Emmanuèle Lutfalla, Paris, France

Pamela McGovern, Montreal, Quebec, Canada

Richard L. Neumeier, Boston, MA USA

Archie T. Reeves, IV, Mobile AL USA

Craig A. Thompson, Baltimore, MD USA

Quentin F. Urquhart, Jr., New Orleans, LA USA

Midyear Meeting CLE Steering Committee


Archie T. Reeves, IV, Mobile, AL USA


Roy Alan Cohen, Morristown, NJ USA

Laura E. De Santos, Houston, TX USA

Nancy M. Erfle, Portland, OR USA

Thomas C. Frongillo, Boston, MA USA

Daniel W. Gerber, Buffalo, NY USA

Alex J. Hagan, Cary, NC USA

S. Gordon McKee, Toronto, ON Canada

Samuel W. Outten, Greenville, SC USA

Stephanie M. Rippee, Jackson, MS USA

David J. Rosenberg, Pittsburgh, PA USA

Lana Kay Varney, Austin, TX USA

CLE Program Chair - 2013 Annual Meeting

Molly Hughes Cherry, Charleston, SC USA

General Convention


Spencer and Kat Silverglate, Miami, FL USA

(General Convention Continued)


Carol Barbour, Ponte Vedra Beach, FL USA

David Rosenberg, Pittsburgh, PA USA

Book Review

Laurel Rosenberg, Pittsburgh, PA USA

Couple’s Golf

Cathy and Roger Perkins, San Diego, CA USA


Carl and Valerie Aveni, Columbus, OH USA

First Timers

Craig Thompson and Deborah St. Lawrence-Thompson,

Baltimore, MD USA

Bill and Cindy Reed, Jackson, MS USA


Greg and Jennifer Horton, Charleston, SC USA

David and Barbara Rheney, Greenville, SC USA

Morning Run

Alex Hagan, Raleigh, NC USA

Tim Fischer, Oklahoma City, OK USA

Morning Walk

Garden Blincow, Charleston, SC USA

Ann Waris, Glenview, IL USA

Diana Crim, Clarksburg, WV USA

Golf Tournament

Joe Roper, Kansas City, MO USA

Steve Vescovo, Memphis, TN USA


Leslie Ashmore, Rapid City, SD USA

Juli Newman, Coral Gables, FL USA

Jill Siler, Ridgeland, MS USA

Second Timers

Amy and Tim Fischer, Oklahoma City, OK USA

Darby and Jennifer Doan, Texarkana, TX USA

Solo Initiatives

Mary Dillon, Raleigh, NC USA


Jeff and Ann Winkler, St. Petersburg, FL USA

Our Sponsors

SEA, Limited


Thomas G. Oakes Associates

RG/2 Claims Administration

Altep, Inc.

Innovative Litigation Solutions


International Association of Defense Counsel

303 West Madison, Suite 925

Chicago, IL 60606 USA


First Class Mail

U. S. Postage


Bedford Park, IL


Upcoming Events

April 25 - 26, 2013

Corporate Counsel College

The Ritz-Carlton, Chicago, Illinois USA

May 8 - 10, 2013

IADC/FDCC Joint Law Firm Management Conference

Embassy Suites O’Hare, Chicago, Illinois USA

May 16, 2013

Professional Liability Roundtable

New York University School of Law, New York, New York USA

July 7 - 12, 2013

Annual Meeting

Grand Wailea Resort, Maui, Hawaii USA

July 27 - August 2, 2013

41st Annual Trial Academy

Stanford Law School, Palo Alto, California USA

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