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Insights Investment Managers: Three Critical Cyber Risks to Know Dan Burke Jim Lopiccolo August 6, [...]
Insights
CEO Andy Barrengos has been a part of the Woodruff Sawyer team since 1996, and has served as CEO since 2016. Andy leads our firm with a focus on developing our people, delivering outstanding services, tools, and solutions for our clients, and growing the firm in new and existing sectors across our national platform.
With 20 years at Woodruff Sawyer and four years working in human resources, Anne specializes in working with post start-up, emerging growth high-technology, and biotechnology companies.
Carolyn oversees our firm’s property & casualty and management liability services on an enterprise-wide basis, working to ensure consistent client service and strategy under a unified national structure.
Chad leads the Healthcare Practice at Woodruff Sawyer. His expertise in the healthcare and medical industry includes regulatory risk, data privacy and cyber risks, alternative risk finance structures (captives, RRGs, SIRs and trusts) and risk solutions for ACOs and all forms of coordinate care structures. Chad is a Risk and Insurance Magazine “Power Broker” award recipient, and authors blog features on timely healthcare topics.
Dan leads the Private Equity and Venture Capital group and is an expert in D&O/management liability risks. He works closely with his clients to provide guidance on risk mitigation and risk management solutions, including insurance. Dan also negotiates directly with insurance carriers to customize insurance programs that meet the risk transfer needs of his clients. Prior to joining Woodruff Sawyer, Dan was a sergeant with the United States Marine Corps.
As National Cyber Practice Leader, Dan drives the strategy to grow our cyber business, such as developing tools to help clients and prospects understand and quantify their cyber exposures, as well as thought leadership. He frequently speaks at industry conferences and has been quoted in various trade magazines and newsletters, including The Wall Street Journal.
Dan brings a uniquely analytical and sophisticated approach to employee benefits and risk management. With over 16 years of consulting experience, Dan has worked with a large cross-section of employers including those in healthcare, not-for-profits, hi-tech, service, and hospitality. In 2010, Dan was honored with the Excellence in Partnership with HR award from the Silicon Valley HR Symposium. His areas of specialization include managing large, multi-state clients as well as outsourced benefit administration.
Darren leads our Claims Audit and Consulting Group, offering expertise in the areas of occupational and non-occupational disabilities, leaves of absence, and workers’ compensation. In addition to his work in saving clients time and money on complex litigated claims and by auditing claim programs, he helps clients implement Integrated Disability Management (IDM) programs and come to understand the true cost of absence.
As a Senior Claims Consultant with Woodruff Sawyer, David is responsible for the effective management of claims for clients in the areas of directors and officers liability, employment practices liability, cyber/errors and omissions liability, fiduciary liability, crime, and kidnap and ransom. David has over 27 years of experience and specializes in analyzing complex claims, developing claim action plans, and negotiating with insurers. He advocates effectively for clients in coverage disputes and serves as a conduit between clients, their legal counsel, and insurers.
Debbie specializes in technical & reserve claim audits, large claim loss evaluation, training, developing claim handling procedures, disability management and return-to-work programs.
A veteran of the insurance industry for over 25 years, Emanuel is responsible for providing high level property and cargo claim advocacy and consulting services globally. He assists in the implementation of insurance solutions to meet client needs and supports client-facing professionals within the sales team.
Leading Woodruff Sawyers M&A practice, Emily provides consultation to clients seeking to minimize their risks associated with merger and acquisition activity. This includes Representations and Warranties, Tax Opinion Liability, and Litigation Buy-Out coverages. She has worked with both strategic and private equity buyers and sellers over a wide range of transaction sizes and industries, and is a frequent speaker and author on M&A transaction solutions.
As director of financial institutions for our Management Liability practice, which focuses on D&O/management liability risks, Jacob works directly with clients and also at the Practice level on relationship management and new business development.
Jane specializes in advising clients on the challenges that directors and officers face internationally. Jane places bespoke D&O insurance policies for many high-profile, high-risk, and large market-cap companies domiciled in the US and internationally. She also focuses on providing executive liability solutions directly to non-US companies listed on US exchanges. Jane holds a bachelor's degree in political science from the University of Illinois at Chicago.
As Senior Benefits Compliance Officer and Lead ERISA counsel, Jen manages the Benefits Compliance team and drives the strategy and development of our benefits compliance policies, processes, and training.
Jeff brings over 25 years of employee benefits experience to clients, spanning both the consulting and insurance carrier sides of the business. As Partner in Charge, he works with clients as a key strategist around all aspects of your employee benefits program. He also ensures that the team has the resources necessary to deliver the agreed upon objectives. Jeff started his career at Aetna where he won the Field Award for Management Excellence (FAME) both years before venturing out to start a benefits-only firm. Jeff is active in the carrier market and sits on numerous advisory councils and product development committees for all of the major insurance carriers.
Jen leverages 15 years of industry experience to help clients find the right combination of benefits solutions for their employees. As a trusted adviser to start-ups and Fortune 100 companies, she prides herself on listening to the struggles many clients face, learning about their business, and guiding them to a cohesive solution.
Kathy focuses on the strategic vision for our Benefits services and works collaboratively across the organization to lead the Benefits leadership team.
Kevin focuses on providing customized risk management solutions and information to businesses, and works to build and maintain market relationships toward that end. He's passionate about advocating for clients and representing their needs, from strategic planning to ongoing insurance program management.
Kevin co-leads our Private Client Practice to develop growth strategies and solutions to meet the needs of clients. With over 15 years of experience insuring the complex lifestyles, liability, and personal property assets of successful executives, business owners, and families of wealth, Kevin has a proven track record of innovation, production, and strategic leadership in the private client area.
Kristina helps lead Woodruff Sawyer’s Retirement Plan Practice, with more than 20 years of experience in the corporate pension and the investment industry. She has been recognized as one of the National Association of Plan Advisors (NAPA) Top Female Retirement Advisors and San Francisco Magazine's Five Star Wealth Managers.
Lauri is a widely respected expert and frequent speaker on the issues of directors & officers liability and cyber liability. She has developed her expertise surrounding complex privacy breach claims and innovative Cyber Liability solutions, and has extensive experience placing D&O programs for public companies of all sizes, including NASDAQ 100 and Fortune 500 companies.
Investment Managers: Three Critical Cyber Risks to Know
August 6, 2020
Traditionally, cyber risk has been associated with companies that have a high volume of records with personally identifiable information.… More
As a Vice President, Luke is skilled in working alongside private equity firms, family offices, alternative asset managers, and their portfolio companies as they seek to invest in or acquire platform and add-on transactions in the lower, core, and upper middle-market. Luke has experience in transactions across industry sectors, including healthcare and life sciences, technology and business services, consumer brands and retail, and niche manufacturing.
Priya is a recognized expert and frequent speaker on D&O liability risk and its mitigation. In addition to consulting on D&O insurance, she counsels clients on corporate governance matters, including ways to reduce their exposure to shareholder lawsuits and regulatory investigations. Priya serves on the board of an S&P 500 public company and a large private company and has an impressive list of publications, speaking engagements, and awards for her influence and expertise in the industry.
In her current role at Woodruff Sawyer, Rachel is responsible for developing new client relationships and presenting risk management solutions to decision makers.
In addition to developing creative solutions to complex coverage issues, Scott is known for his ability to distill highly technical information into easily understandable terms for clients.
In addition to her specialization in employee benefits, Sheila focuses on complementary solutions that meet clients’ enterprise risk management needs.
Sid is an SHRM certified professional with experience of working in the Indian and US markets as an HR and Employee Benefits professional. Having worked closely with employees of diverse cultures, she brings a broad and enriched perspective to client solutions. As an Account Representative, she collaborates with the international team on global mobility pieces and a variety of service areas.
INSIGHTS
INSIGHTS
Mid-Year Update on Securities Class Actions: Filings Are Down… for Now [Report]
Woodruff Sawyer's 2020 Mid-Year Flash Report analyzes securities class action trends. Filing rates are down, but due to continued carrier losses D&O insurance rates and retentions are increasing.
INSIGHTS
Contributor, Private Client
INSIGHTS
Traveling in the COVID-19 Era: What You Need to Know About Travel Insurance
Read more about the common risks that can be mitigated by purchasing specialty travel related insurance, as well as what is and is not covered.
Contributor, Private Client
INSIGHTS
Contributor, Crisis Management
INSIGHTS
Wildfire Risk and Loss Control
Wildfires can happen almost year round in California, with the greatest risks being the summer fire season and the Santa Ana fire season. Take action now to reduce the risk to your business. Here you'll find resources for identifying your wildfire risk, creating defensible space, and developing a response plan.
Contributor, Crisis Management
INSIGHTS
Editor, Cyber Liability
INSIGHTS
Board of Directors: Prioritize Your Cyber Risk
To ease director liability, all boards need to put cyber risk front and center as part of their corporate governance.
Editor, Cyber Liability
INSIGHTS
INSIGHTS
Commercial Lines Insurance Market Update for Q2 2020: COVID and Riots Make Impact
We've been keeping an eye on trends in every corner of the commercial insurance market, and provide this quarter's fresh analysis for Q2 2020 in our Commercial Lines Insurance Market Update.
INSIGHTS
INSIGHTS
Transaction Structures and Insurance, Part 3: Mergers, Rollups, and Carve-Outs
The underlying structure of a middle-market private equity or growth equity transaction has specific implications on the correct method of implementing and managing the risk management and insurance profile. In Part 3 of this three-part series, we review Mergers, Carve-Outs, and Rollup transaction structures.
INSIGHTS
Editor, Management Liability/D&O
INSIGHTS
Mid-Year Update on Securities Class Actions: Filings Are Down… for Now [Report]
Woodruff Sawyer's 2020 Mid-Year Flash Report analyzes securities class action trends. Filing rates are down, but due to continued carrier losses D&O insurance rates and retentions are increasing.
Editor, Management Liability/D&O
INSIGHTS
INSIGHTS
Cyber Liability Insurance Buying Guide
In this Cyber Liability Insurance Buying Guide, learn how to better identify your cyber risks, understand what cyber insurance covers, and see how a comprehensive approach best protects your organization.
INSIGHTS
Contributor, Cyber Liability
INSIGHTS
Cloud Computing Risk and Cyber Liability Insurance
This edition of the Cyber Notebook addresses the common question we receive in the area of cyber liability insurance: How does the cloud impact cyber risk?
Contributor, Cyber Liability
INSIGHTS
Contributor, Employee Benefits
INSIGHTS
Is it Time to Leave Your Professional Employer Organization (PEO)?
As your business grows and develops, you may be wondering if it might be time to end your PEO relationship because of rising costs, duplication of services, and upgrading of systems.
Contributor, Employee Benefits
INSIGHTS
Contributor, Mergers & Acquisitions
INSIGHTS
When a SPAC Buys a Lemon: The Song and Dance at Akazoo
On June 1, 2020, Nasdaq Stock Market announced that it will delist the ordinary shares and warrants of Akazoo S.A. Learn more.
Contributor, Mergers & Acquisitions
INSIGHTS
INSIGHTS
Brace for Impact: Four Types of Employment Claims After COVID-19
Employers need to prepare for the types of employments claims they will deal with as coronavirus restrictions are lifted and businesses resume.
INSIGHTS
Contributor, Claims
INSIGHTS
How to Approach Property Insurance Claims Related to COVID-19, Protests, and Other Perils
When a business is impacted by an unexpected event like COVID-19, fire, protest, theft, vandalism, or another peril, people are concerned about how their insurance policies will respond.
Contributor, Claims
INSIGHTS
Contributor, Property & Casualty
INSIGHTS
Coronavirus Impact: Business Risk and Insurance for Healthcare Providers
For the healthcare industry, insurance and "what's covered," which seemed clear at the onset of this pandemic, are no longer clear.
Contributor, Property & Casualty
INSIGHTS
Contributor, Employee Benefits
INSIGHTS
An Employer’s Return to Work Toolkit: The “New Normal” After COVID-19
The impact of COVID-19 on workplaces has been far-reaching. Employers need to prepare for the "new normal" once such orders are lifted and the country begins to reopen. We at Woodruff Sawyer have put together this toolkit that will help employers build their own action plan for employees to return to work.
Contributor, Employee Benefits
INSIGHTS
Contributor, Private Client
INSIGHTS
High-Net-Worth Individuals: Assess Your Insurance Now
What would happen if, on top of investment losses, as a high-net-worth individual, you faced a property or liability claim that wasn't covered by your insurance?
Contributor, Private Client
INSIGHTS
Contributor, Employee Benefits
INSIGHTS
Employee Benefits Frequently Asked Questions About Coronavirus
In the rising complexity of the coronavirus pandemic, employers have a lot of responsibilities in the realm of employee benefits. Read this FAQ to answer your questions about testing, treatment, absences, and coverage.
Contributor, Employee Benefits
INSIGHTS
Editor, Mergers & Acquisitions
INSIGHTS
Coronavirus and Representations and Warranties Insurance
We have seen a variety of potential exclusions—ranging from very broad to more specific—for coronavirus, or COVID-19. We have every reason to believe exclusions will continue to be put in place on a standard basis at least for the time being. Learn more.
Editor, Mergers & Acquisitions
INSIGHTS
INSIGHTS
Property Policies, Business Interruption, and Coronavirus–Are You Covered?
In the wake of the novel coronavirus, many companies are faced with facility cleaning and/or interrupted business in some form and are asking, “Does my property policy provide coverage?” While the answer might not be comforting, this insight into the crisis will explain your coverage and clarify what you can do to mitigate your risk.
INSIGHTS
Contributor, Employee Benefits
INSIGHTS
Increasing Health Savings Account Participation in 2020
Heath savings accounts (HSAs) are proving to be a way for many employers and employees to better control health care costs. Learn how to drive greater participation so it's a win-win for employers and employees alike.
Contributor, Employee Benefits
INSIGHTS
INSIGHTS
California Consumer Privacy Act and Asset Managers: What You Need to Know
The California Consumer Privacy Act (CCPA) secures new personal information privacy rights for California consumers and regulates the data collection practices of certain businesses, including asset managers.
INSIGHTS
INSIGHTS
CBD and D&O Insurance Challenges
Read more to learn about the D&O liability issues in the world of CBD and how this affects D&O Insurance.
INSIGHTS
Contributor, Employee Benefits
INSIGHTS
Choosing an Employee Benefits Broker: 4 Questions to Consider
Hiring a new employee benefits broker can be complicated, but here are four specific questions to ask yourself as your conduct interviews.
Contributor, Employee Benefits
INSIGHTS
Contributor, Employee Benefits
INSIGHTS
Make 2020 Your Employees’ Year of Financial Clarity
Financial clarity comes from understanding what financial wellness is and what it means for each person. This benefits insight discusses how both employers and employees define wellness, as well as what you can do for 2020.
Contributor, Employee Benefits
INSIGHTS
Contributor, International Benefits
INSIGHTS
International Benefits Update ‒ Q4 2019
2019 saw many notable international benefits events. This international benefits update for Q4 discusses these changes.
Contributor, International Benefits
INSIGHTS
Contributor, Property & Casualty
INSIGHTS
To Guard, or Not to Guard, That May Not Be the Only Question
OSHA mandates employers ensure machinery in their plants is properly guarded. This Property and Casualty Insight discusses the standards and how you can meet requirements and manage your risk.
Contributor, Property & Casualty
INSIGHTS
Contributor, Management Liability/D&O
INSIGHTS
Foreign Subsidiaries and D&O Insurance: Are You Prepared to Place?
Claims in non-US jurisdictions against directors and officers of subsidiaries of US corporations generally involve regulatory or tax issues and multinationals can face actions in several countries. In this guest post, Jane Njavro briefs us on key issues concerning placing insurance for foreign subsidiaries of US companies and how company leaders are becoming more aware of their personal liability.
Contributor, Management Liability/D&O
INSIGHTS
Contributor, Employee Benefits
INSIGHTS
Enhance Your Corporate Culture with Employee Benefits
Company culture has been studied to better understand how a company can consciously create a workplace where employees will thrive. This Insight discusses the powerful role that employee benefits can play in attracting and retaining talent.
Contributor, Employee Benefits
INSIGHTS
Contributor, Employee Benefits
INSIGHTS
Genetic Testing: Should it Be Part of Your Employee Benefit Plan?
Explore the benefits and impact of genetic testing on employers and employees, including information on how to manage costs through data utilization, as well as a discussion about possible problems, including false positives and discrimination.
Contributor, Employee Benefits
INSIGHTS
Contributor, Employee Benefits
INSIGHTS
High Prescription Costs: Is a Cure On its Way?
This insight discuses the current state of prescription drug costs, and addresses possible solutions, from legislation to prescription benefit managers.
Contributor, Employee Benefits
INSIGHTS
INSIGHTS
A New Growth Capital Alternative for Tech Startups
Here we explore the traditional methods available to startups for obtaining growth capital including their pros and cons and delve into a new solution for some of the challenges associated with the traditional equity and debt strategies.
INSIGHTS
Contributor, Property & Casualty
INSIGHTS
Measles in the Workplace: An Employer’s Guide on Outbreak & Claims
The measles is now considered by the World Health Organization to be a leading global threat. As an employer, it's important to know how this epidemic can affect your business if one of your employees is infected.
Contributor, Property & Casualty
INSIGHTS
INSIGHTS
Executive Engagement: An Interview with Michele Smith, CFO of Woodland Park Zoo
In early January, we expanded our Women Executive Engagement series to the Pacific Northwest, an evening focusing on female CFOs in Seattle. Another truly inspiring filled with women executives from all sectors: technology, architecture… even the zoo.
INSIGHTS
Editor, Claims
INSIGHTS
What’s Next? Workers’ Comp Regulatory Changes to Expect in 2017
Another year and another set of changes in the ever-changing world of workers' compensation. The Workers' Compensation Insurance Rating Bureau of California (WCIRB) has recently released new regulatory guidelines to be aware of. The changes you can expect are summarized in this post.
Editor, Claims
Traveling in the COVID-19 Era: What You Need to Know About Travel Insurance
Board Oversight and Clovis Oncology
Compliance Alert: President Trump Issues Executive Orders Intending to Lower the Cost of Prescription Drugs
Real Estate Owners Navigate the Hardening Property and Casualty Insurance Market
Hurricane Preparedness: What You Need to Know
Hurricane season starts in June and peaks in August; the current COVID-19 environment adds complexity to the situation.… More