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Insights Quiz Test Post Mary Ginoza April 5, 2100 /Uncategorized In Rev. Proc. 2023-23, the […]
Insights
Amy is a workers’ compensation claims expert who specializes in experience rating modifications and consulting services, including claim auditing, third party administrator (TPA) management and selection, accelerated claim closure projects, and claim management workflow assessments.
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.
Andrew specializes in managing D&O liability insurance programs for private and public companies.
With over 17 years in the insurance industry, Brandi specializes in consulting solutions in employee benefits for companies with large complex risk.
Brian brings a decade of experience including executive roles in the equity risk sector and finance. He works with private equity and venture capital firms, and their investment professionals, on due diligence and transactional risk solutions.
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.
Debbie specializes in technical & reserve claim audits, large claim loss evaluation, training, developing claim handling procedures, disability management and return-to-work programs.
Dan executes your business objectives as they relate to risk management goals, budget, and long term strategies.
Elena provides technical analysis and strategies for clients to address a wide variety of complex E&O and Cyber enterprise risks. She leads the design, development, and implementation of coverage wording, in addition to identifying, evaluating, and negotiating competitive insurance solutions.
In his role as a Practice Leader in Property & Casualty, Evan’s responsibilities include program design, strategic consulting, and insurance placement for large enterprises. With eight years of experience in the industry, Evan works with his clients to develop risk financing strategies, analyze corporate exposures, and improve insurance policy wording to maximize insurance recovery.
A veteran of the insurance industry for over 30 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 Sawyer's 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.
With decades of experience in the industry, Gil works with our management liability team on policy interpretation and underwriter intent and counsels clients regarding their legal exposure, risk management, corporate governance, and policy coverage.
Jacob leads Woodruff Sawyer’s National Financial Institutions and Digital Asset Resource Group. He has extensive experience placing a range of specialized insurance products for traditional operators within the financial services sector. Jacob is also a national thought leader when it comes to advising disruptive FinTech and Web3.0 companies, working with clients and carriers to create bespoke solutions for novel exposures.
As a Senior Claims Consultant in Property and Casualty, Joshua's primary focus is to help clients facilitate the various levels of Claims Management so their results exceed Industry measures and they obtain the most favorable outcome on each individual claim.
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.
Jon has 16 years of experience as a management liability insurance broker closely working with executive, legal, and risk teams to achieve their risk mitigation and risk financing goals.
Jeanna has over 16 years of industry experience, and specializes in risk management and coverage placement for mid-sized to large US companies.
Jim brings more than 20 years of experience to the private client practice. He is passionately committed to tailoring complex insurance programs for highly successful individuals and commercial businesses.
Judith is a seasoned insurance and risk management expert who leads the Family Office & Trustee Liability Resource Group at Woodruff Sawyer.
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.
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.
Lenin helps clients understand their directors & officers liability and how to take action to mitigate their risk.
As a Senior 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.
Marc specializes in working with clients to evaluate benefits programs, navigate the complexities of health reform, and drive communication strategies while aggressively controlling costs. With over 20 years of experience, he has worked extensively with employers in Oregon and around the country to analyze, design and implement high-performing employee benefit programs.
Munish brings more than 22 years of experience in leading analytics, business intelligence, and predictive modeling functions in the insurance industry. By creating analytical tools, processes, and educational content, Munish empowers our commercial lines teams to deliver empirically driven risk analyses and risk management decisions.
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Guide to D&O Insurance for SPAC IPOs, 2023 Edition
Our Guide to D&O Insurance for SPAC IPOs will help you take a sophisticated approach when it comes to securing the right D&O insurance coverage for your SPAC.
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President Biden signed a bill ending the COVID-19 national and public health emergencies on April 10, 2023, one month earlier than previously expected.
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Editor, Mergers & Acquisitions
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M&A Insurance: 2023 First Quarter Roundup
Read more for a roundup of M&A insurance in 2023 from a historical perspective, in terms of pricing and retentions and emerging trends.
Editor, Mergers & Acquisitions
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GL Coverage for BIPA Lawsuits: A Litigation Update (Part 2)
The Illinois Biometric Information Privacy Act (BIPA) allows individuals or groups to directly sue companies when their privacy rights have been violated. The resulting litigation has led general liability insurance carriers to fight to deny or limit coverage.
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Employee Benefits Trends for 2023: Finding the Right Balance
Learn about the latest employee benefits trends, emerging solutions, and how they impact your programs.
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Editor, Management Liability/D&O
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The SEC recently updated the rules on 10b5-1 trading plans to limit the opportunities to engage in activity that could be considered illegal insider trading.
Editor, Management Liability/D&O
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Editor, SPAC Notebook
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SPAC Mergers with Public Companies: A New Trend?
Some SPACs are acquiring public companies, which presents us with interesting questions. We talked to two industry experts to sort out some of these legal, financial, and insurance issues.
Editor, SPAC Notebook
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Editor, Cyber Liability
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Data Theft After Layoffs: Preventive Steps & the Insurance Response
One of the risks after laying off employees is data theft, also known as data leakage and exfiltration. This can cause a company to lose out on business, lose its intellectual property, and suffer reputational damage.
Editor, Cyber Liability
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Why Are Private Trust Companies Becoming More Popular?
Private trust companies (PTCs) offer more privacy, flexibility, and potential cost savings to families. But how are they different from or like a family office or a corporate trustee?
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Editor, Management Liability/D&O
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D&O Game Changer: Delaware Approves Using Captives for D&O Insurance
Read our critical FAQ for D&O insurance buyers and beneficiaries to get up to speed on captives as an alternative.
Editor, Management Liability/D&O
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Looking Ahead to 2023: Trends in Private Equity and M&A Insurance
Learn about the M&A and private equity risk management and insurance landscape for 2023.
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Editor, Cyber Liability
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Cyber 101: Understand the Basics of Cyber Liability Insurance
Every company has cyber risk. Learn how Cyber Liability insurance can help your company manage this risk and protect your business now.
Editor, Cyber Liability
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Hurricane Preparedness: What You Need to Know
Hurricane season starts in June and peaks in August, and there are things you can do to prepare for the next storm. We’ve provided some suggestions for preparing for and responding to hurricane risk, including resources.
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Implementing a Corporate Social Media Policy
Read more for insight into developing a social media policy, why you need a policy, who should maintain it, why you should involve legal, and more.
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What Does a Billion-Dollar Verdict Mean for Casualty Insurance Buyers?
Read more to understand how to protect your corporation from these high-tag verdicts.
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Diabetes Drives Workers’ Comp Costs, but You Can Mitigate Them
Learn more about diabetes-related workers' comp claims, the pain points, and resources for prevention.
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The New Normal: Post-Pandemic Workers’ Comp Claim Challenges and Opportunities
Get an overview of both the positive and negative developments in WC claims, the impact on employers, and new claim strategies.
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Editor, Claims
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It’s Who We Are: How to Form a Philanthropic Arm of Your Organization
Kick off your organization's philanthropy today with CARE's five steps to corporate philanthropy.
Editor, Claims
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COVID-19 Workers’ Comp Claims Surge in California
Learn more about what exactly happened in 2020 and who is being impacted by COVID-19 Workers' Comp claims.
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Looking Ahead Part 2: The Pace of Change Accelerates in 2021
Learn how rapid change is a key theme in employee benefits this year with three specific strategies.
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Managed Care Organization (MCO) Insurance Trends: E&O and D&O Markets Continue to Deteriorate
Read this Managed Care Organization (MCO) market update to learn more about why all plans are facing double-digit rate increases.
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Managing Employee Financial Wellness Amidst the COVID-19 Pandemic
The pandemic has affected employees' lives on many levels, including their financial wellness. Are they living on the edge of financial ruin or have they made changes to lessen the potential impact? We found that employees are rapidly reconfiguring their lives to cope with new financial realities, and employers are in a unique position to help them.
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D&O Insurance for SPAC IPOs: Costs and Underwriting Factors
Learn about the current pricing dynamics of D&O insurance for SPACs, as well as the main factors D&O insurance underwriters consider when pricing D&O insurance for SPACs.
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CA Governor Newsom Signed SB 1159: Employer Reporting Requirements for Employees with COVID-19 FAQ
On September 17th, Gavin Newsom signed into law Senate Bill 1159, establishing three rebuttable presumption labor codes for employees contracting COVID-19 and puts substantial reporting requirement burdens on employers and claim administrators.
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The D&O Market has Collapsed for US Foreign Filers
The D&O Market for foreign IPO companies looking to list on US exchange has largely collapsed. Our foreign filers expert, Jane Njavro, offers insight and practical suggestions for how to handle foreign filer D&O insurance renewals in the current landscape.
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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.
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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.
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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?
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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.
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Get Ready: Cyber Insurance Underwriting is Changing
Cyber insurers are tightening underwriting guidelines and clarifying policy language. Learn what to keep in mind as you purchase cyber insurance for the first time or renew in 2020.
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Food & Bev: A Three-Step Process for Risk Management
Learn how to conduct a simple risk assessment so you can identify, assess, and manage risks based on the likely impact on your food and beverage company.
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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.
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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.
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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.
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Mental Health for the Holidays: Supporting Your Employees
This Benefits insight discusses the tools and techniques that can help you and your employees get through the holidays with mental health intact.
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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.
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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.