2025 Life, Health, Disability and ERISA Seminar

April 9–11, 2025
Grand Hyatt Denver | Denver, Colorado

Denver skyline and mountains sunset

Unparalleled Seminar Designed to Empower and Equip the Defense!

Save up to $700 when you register on or before February 24, 2025!
View registration information.

Register Online

Join us in the vibrant city of Denver for an unparalleled conference that brings together the brightest minds in the industry. Set against the stunning backdrop of the Rocky Mountains, this event offers a unique opportunity to network with top professionals, gain insights from thought leaders, and explore the latest trends shaping the Life, Health, Disability & ERISA landscape. Whether you are looking to sharpen your skills, expand your professional network, or stay ahead of the curve in your practice, this conference is designed to empower you with the knowledge and connections you need to succeed.

What You Will Learn:

  • Best practices for interpreting and leveraging neuropsychological testing in your cases.
  • The latest trends in life and accidental death insurance litigation.
  • How to harness the power of artificial intelligence while avoiding common pitfalls.
  • Strategies for litigating ERISA cases under de novo review and analyzing claims involving self-reported symptoms.
  • Advanced mediation techniques.
  • Tactics for evaluating and addressing Social Security disability determinations in disability cases.

Expand Your Network By:

  • Participating in a variety of small and large group networking events.
  • Meeting new colleagues and connecting with old friends over a diversity luncheon and an on-site DRI Cares community service project.
  • Getting involved and joining us at the Life, Health, Disability & ERISA Committee Business Meeting for committee openings and opportunities.

Counsel Meetings with Major Companies
Take advantage of the opportunity to engage with key industry companies* including:

  • TBD

*Subject to change

Representatives from These Companies Will Be in Attendance
Engage with claims professionals who either hire or supervise outside counsel:

  • TBD

*Subject to change

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Thank You to DRI's Life, Health, Disability & ERISA Committee Leadership

Jason James
Jason James
Program Chair
Julie F. Wall
Julie Wall
Program Vice Chair
Sarah J. Delaney
Sarah Delaney
Committee Chair
Patrick Begos
Patrick Begos
Committee Vice Chair
E. Ford Stephens
Ford Stephens
Law Institute

Join the Life, Health and Disability Committee

Registration Information

Save up to $700 when you register on or before February 24, 2025!
Worry-free registration: Cancellations received thirty (30) days or more before an in-person seminar are entitled to a full refund.

Save Your Spot Today

Member Pricing Non-Member Pricing Non-Member Bundle ^
Early Bird Registration*
(Now thru Feb. 24)
$1,395 $1,795 $1,715
Regular Registration*
(Feb. 25–Apr. 8)
$1,595 $1,995 $1,915
Onsite Registration* $1,695 $2,095 $2,015
Group Registration
(Non-Sponsored)
Group registration is for registering four or more attendees. Members and non-members receive a 15% discount off the member and non-member rates respective to the time the group registration is initiated (i.e. Early Bird, Regular or On-Site registration periods). There is one free registration with every 10 paid registrations.
If you want to register for the group pricing, fill out the form here. Please note that online registration is not available for this offer.
Government Government members will receive the applicable government rate for the seminar upon login. If the government rate does not appear after logging in, please call DRI directly at (312) 795-1101 to receive the discounted rate. Invoices can be sent after purchase upon request.

Not a DRI Member? Select the Non-Member Bundle and Save!

^ Not a DRI Member and new to DRI? Take advantage of the Non-Member / Trial Membership Bundle and receive up to 9 months of membership when you register for the seminar. You’ll be able to add this special offer to your cart at check out. Note: Trial membership processing can take up to 30 days from the date of purchase, please contact DRI Customer Service with any questions. Please note renewing members and members with recently lapsed memberships are not eligible for a Non-Member Bundle.

Learn more about membership at DRI and get started on your DRI journey today!

*If your membership recently lapsed, please renew your membership prior to registering to ensure you receive your discounted member rate. If you would like to join DRI to receive the member pricing and see the benefits of becoming a member, click here to go to the Application page.

Networking Events

Premier Networking Event at the XXXXX
Sponsored by: ABC

Date: Wednesday, Month Day from 7:00–10:00 p.m.
Pricing: Free when you register for the seminar (guest tickets $100 each, available at check-out)
Location: XXXXX, Address, City, State

TBD.

Hotel Information

The seminar will take place at Grand Hyatt Denver, 1750 Welton Street, Denver, Colorado, 80202.
To contact the hotel directly, call 855.516.1090.

A limited number of discounted hotel rooms have been made available at the Grand Hyatt Denver. Take advantage of the group rate of $259.00 (plus taxes and fees) Single/Double.

Reserve your Room Online

The hotel block is limited, and rooms and rates are available on a first-come, first-served basis. You must make reservations by March 18, 2025, to be eligible for the hotel's group rate. Requests for reservations made after March 18 are subject to room and rate availability.

Full Agenda

*Schedule and Speakers subject to change

Wednesday, April 9, 2025

Time (Mountain) Session
12:00 p.m. Registration
12:30 p.m. Diversity Lunch (Ticketed Event)

More details coming soon.
2:30–5:30 p.m. Breakout Sessions (3 Rounds)

Click "Breakout Sessions" tab below for details
6:00 p.m. Networking / Cocktail Hour
7:30 p.m. Dine-Arounds

Join colleagues and friends at selected restaurants for dinner (on your own).
7:30 p.m. DRI Life, Health and Disability Women’s Networking Dinner

Thursday, April 10, 2025

Time (Mountain) Session
8:30 a.m. Registration & Coffee Service

Get to know the early risers in our group over a cup of coffee.
8:30 a.m.-12:30 p.m. DRI Cares | Blessings in a Backpack

Click here for details on this DRI Cares session.
9:00 a.m. Welcome and Introductions

Ford Stephens, Christian & Barton, LLP, Richmond, VA
Jason James, Burke, Williams & Sorensen, LLP, Irvine, CA
9:15 a.m. Anatomy of a Neuropsychological Evaluation

Join us for a detailed discussion of the neuropsychological evaluation process that leads to the reports often seen in claim files and litigation. This expert panel will break down the basic components of a standard evaluation and the critical elements of cognitive testing, including performance validity indicators and the limitations of such testing, and provide practical strategies for leveraging these reports in litigation.

Kristina Holmstrom, Ogletree Deakins, Phoenix, AZ
Dr. Melina Griss, Ph.D., The Hartford, Boston, MA
10:15 a.m. Coffee Break
10:30 a.m. Recent Developments in Health Insurance Law: Key Updates and Trends

Keep up to date on new developments and emerging trends in health law with the annual LHD health law update.

Daniel Ryan, Hinshaw & Culbertson, Chicago, IL
11:30 a.m. Artificial Intelligence (AI) in 2025: Is it legal? Is it Ethical? Is it Alive?

The legal profession, like the rest of the world, is being bombarded with AI. We are being told that AI is the future, but how do we ethically and safely use it in our firms, legal departments, and companies? This session will address these concerns, while providing an update on recent rulings and rules related to AI.

Julie Wall, Chittenden, Murday & Novotny, LLC, Chicago, IL
12:30 p.m. DRI Networking Lunch

Join with attendees for on-site lunch and networking opportunities that are second to none.
1:30 p.m. DRI Cares Project

More information coming soon.
2:00 p.m. Schmidtke on ERISA

You do not want to miss hearing about the latest developments in ERISA during this popular presentation.

Mark Schmidtke, Ogletree Deakins, Valparaiso, IN
3:00 p.m. Adjourn
3:00 p.m. Life, Health and Disability Committee Business Meeting
3:30 p.m. Small Group Networking Opportunities

Sign up for one of these options and start building your connections and developing relationships! More information coming soon.

-Colorado Beer Pairing
-Colorado Whiskey Pairing
-Denver Escape Room Experience
6:00 p.m. Premier Networking Reception

Join fellow seminar attendees at our Premier Networking Reception. More details to come.
8:00 p.m. Dine-Arounds

Join colleagues and friends at selected restaurants for dinner (on your own).

Friday, April 11, 2025

Time (Mountain) Session
8:30 a.m. Registration and Coffee Service
9:00 a.m. Welcome and Announcements

Julie Wall, Chittenden, Murday & Novotny, LLC, Chicago, IL
9:10 a.m. These are Their Stories: Disability Update

Stay on top of the latest trends and disability case law with the annual Life, Health and Disability update.

Heather J. Austin, Wilson Elser, Philadelphia, PA
10:10 a.m. Coffee Break
10:25 a.m. This is Your Life … Insurance Update

A retrospective look at the past year’s notable litigation decisions and developments across the country for non-ERISA life insurance and accidental death and dismemberment claims.

Moheeb Murray, Bush Seyferth, Troy, MI
11:25 a.m. Ethics and the Life, Health and Disability Practitioner: A Guide to Rule 11’s Practical Implications and Applications

This ethics session will provide a practical discussion on Rule 11's requirements and how to comply, including how Rule 11 applies to an Life, Health, Disability and ERISA lawyer's daily practice and how to assess claims, defenses, objections, and legal arguments to avoid running afoul of the rule. Attendees will gain a clear understanding of how to talk with clients and work with opposing counsel to ensure Rule 11 compliance, respond to Rule 11 challenges, and pursue Rule 11 enforcement where necessary.

Robert Lesko, Piersen Ferdinand, New York, NY
12:25 p.m. Adjourn

Breakout Session (Wednesday 2:30–5:30 p.m.)

Time (Mountain) Session
2:30 p.m. Breakout Sessions Round 1

Jumping the Gun: Strategies for Premature Litigation

Increasingly, plaintiffs are rushing to court to file ERISA lawsuits before the administrator makes a final decision on their claim. Join us for a discussion of strategies for handling premature lawsuits, with analysis of relevant cases across circuits and practical guidance for litigation.

Nancy Marr, Burke, Williams & Sorensen, LLP, Los Angeles, CA

Your Truth and The Truth: Defending Claims Based on Self-Reported and Subjective Symptoms

Claims dependent on self-reported and subjective symptoms that are not objectively verifiable present unique challenges during the administrative process and in litigation. This session will provide cutting-edge strategies for handling these nuanced cases, including a discussion of the inherent obstacles and opportunities for crafting compelling arguments when defending these claims.

Brian Downey, Troutman Pepper, Harrisburg, PA

Long Term Care 101

This "101" session will cover the fundamentals of long-term care insurance coverage and litigation. Whether you're new to long term care or seeking to refresh your knowledge, these seasoned in-house and outside counsel will equip you with the essential information and strategies needed for success in this area.

Stephen M. Bressler, Lewis Roca, Phoenix, AZ
3:20 p.m. Breakout Sessions Round 2

A Fresh Look: Strategies for Success Under De Novo Review

More cases are being decided under a de novo standard of review and more courts are conducting bench trials or proceedings under Rule 52. This presentation will provide a deep-dive into de novo proceedings across the circuits, with a focus on how to approach these proceedings substantively and procedurally, and how to successfully litigate cases under de novo review.

Ian Morrison, Seyfarth Shaw, Chicago, IL

The Rescission Decision

Hear about the intricacies of rescinding life, health, and disability insurance policies with expert insights from experienced in-house and outside counsel. This session will give you the practical strategies you need to determine when rescission is warranted, navigate the procedural requirements, anticipate potential legal challenges, and effectively clear the hurdles that often arise in rescission cases.

Michelle J. d’Arcambal, d’Arcamble Ousley & Cuyler Burk LLP, New York, NY
Maureen Middleton, Primerica Life Insurance Company, Duluth, GA

Recent Transitions: Legal Developments in Gender-Affirming Care

Explore the evolving legal landscape and emerging trends surrounding gender-affirming care in this comprehensive discussion. This talk will delve into the latest legislative developments, legal challenges, and policy shifts that relate to gender-affirming treatments.

Alexandra Markel, Bodman PC, Troy, MI
4:10 p.m. Refreshment Break
4:25 p.m. Breakout Sessions Round 3

Loper Bright: New Limits on DOL Regulations?

Did Loper Bright v. Raimondo change everything? This session focuses on the Supreme Court’s 2024 decision and its impact on federal regulations, including Department of Labor (DOL) rules for the administration of ERISA benefit claims. It will explore potential strategies for challenging DOL regulatory authority after Loper Bright and consider whether the DOL’s efforts to regulate claim administration – including the standard of review and exhaustion of administrative remedies – will survive enhanced judicial scrutiny in a post-Chevron world.

Brooks Magratten, Pierce Atwood, Providence, RI
Social Security Disability Determinations: How to Combat From The Claims Stage Through Litigation

Gain valuable in-house and outside counsel perspectives on navigating Social Security disability awards, addressing such awards during the claim stage to build a compelling administrative record, and defending against and minimizing the impact of these awards during litigation.

Brandie Morgenroth, Nilan Johnson Lewis, Minneapolis, MN
Eileen Brewick, Reliance Standard Life Insurance Company, Philadelphia, PA

Defending ERISA Health Claims in State Court: Nuts, Bolts, and Developments in Out-Of-Network Provider Litigation

Providers are increasingly trying to avoid federal court based on novel legal theories. This presentation will cover recent developments in preemption and standing, and provide effective strategies to defend benefit claims that get stuck in state court under the veil of state common law.

Gregory Bennici, Robinson Cole, Stamford, CT

CLE Information

Earn up to TBD hours of continuing legal education hours (CLE) from this seminar.

View CLE Credit by State

In some states that charge late CLE submission fees, there will be a $100 late fee to report CLE credits submitted more than 30 days after a seminar/virtual event. Click here for details on CLE late fees.

Thank You to Our Sponsors

DRI's Life, Health, Disability and ERISA Seminar is proudly supported by:

Bodman Attorneys & Counselors Burke Williams & Sorensen LLP Carlton Fields Celebrating 120 Years CM&N Chittenden Murday & Novotny LLC Funk & Bolton Lathrop GPM Ogletree Deakins Robinson + Cole Rumberger | Kirk Saul Ewing LLP logo Troutman Pepper Wilson Elser

If you would like to contact DRI about seminar sponsorship opportunities (including pricing) or to reserve a spot, please visit the sponsorship page.

DRI Cares

Blessings in a Backpack

Blessings in a Backpack Who Will Feed the Kids this Weekend?

Please join us in supporting Blessings in a Backpack, an organization that mobilizes communities, individuals, and resources to provide food on the weekends for school-aged children across America who might otherwise go hungry. Seminar attendees will have the opportunity to fill bags of food on the way to the joint networking lunch on Thursday. Feeding a child before you feed yourself is a wonderful way to support children and families in the Denver community.

Donate to Blessings in a Backpack

Additional Resources

If you have any questions or concerns regarding DRI programs, please contact DRI Customer Service at 312.795.1101 or custservice@dri.org.