In the Field
Leading the conversations shaping claims and litigation today.
Our advisors write, moderate, and present on the questions the industry is working through now: AI-enabled plaintiff advocacy, negotiation discipline, rising defense costs, the carrier-counsel relationship, and private equity in the defense bar.
Since January 2025
42
contributions to industry publications, conferences, and research
20
articles and curated pieces
11
conference sessions and webinars
8
media features and podcasts
3
industry studies and snapshots
Type
Topic
Period
122 items
2026
OctArticle
The 2027 Chief Claims Officer
Insurance Thought Leadership · Published with John Burge
Open →
OctPanel
Inside the Litigation Management Study: What the Data Reveals
CLM Litigation Management Symposium · Moderated · With Jeffrey Miragliotta (Kahana Feld), Scott Rembold (Rembold Hirschman), Tracy Yaun (AXA XL), Arif Pal (Amerisure)
OctPanel
The Relationship Between AI, Defense Counsel, and Corporate Professionals
Illinois Defense Counsel AI Symposium · With Chris Vlasich, Trisura Insurance Company
SepArticle
How Leading Voices Can Help Claims Organizations Leap Ahead
Carrier Management · Published with Steve Ellis
Open →
SepArticle
The Capital Question
An introduction to private equity in the defense bar
CLM Magazine · Published
Open →
SepWebinar
Three Conversations The Carrier-Firm Relationship Isn’t Having
Wolters Kluwer · On the 2026 CLM Litigation Management Study
AugArticle
Are We Measuring the Value of Claims AI or Simply Measuring Its Activity?
Carrier Management · Published with Steve Ellis
Open →
JulArticle
Mining the Rich Data in P&C Claims Testimony
Insurance Thought Leadership · Published with Michael Okerlund
Open →
JulArticle
Building the AI-Augmented Claims Workforce
Risk and Insurance · Published with Steve Ellis
Open →
JulIn the media
Carriers Are Fighting a Losing Battle Against Plaintiffs’ Attorneys
P&C Specialist (a Financial Times publication) · Featured · By Jennifer Ortakales Dawkins
JunArticle
The Financial Case for Negotiation
Carrier Management Magazine · Published with John Burge
Open →
MayArticle
Negotiation Becomes a Process Game in an AI World
Law360 Canada · Published with Hor Druma
Open →
MayPodcast
Litigation in the Age of AI: Rising Impacts on Plaintiff Advocacy and Defense Costs
Claim Hunters Podcast · Guest · With Chris Tidball
Open →
MayIn the media
Top Concerns In Litigation Management
CLM Magazine · Featured · By Angela Sabarese, Assoc. Editor
Open →
AprWebinar
The Discovery Blind Spot: eDiscovery, ALSPs, and the Changing Economics of Defense
Consilio · On the 2026 CLM Litigation Management Study
Open →
AprSession
Challenges Facing Defense Teams: The CLM Study, the Plaintiff Bar, and Negotiation
Atlantic Claims Executive Association (ACEA) Spring Conference · Presented
AprIn the media
AI for the Defense: Should Insurers or Law Firms Pay?
Carrier Management · Featured · By Susanne Sclafane, Exec. Editor
Open →
MarPanel
When Plaintiff Attorneys Use AI: What Claims Professionals Need to Know
CLM Annual Conference · With Michael Fiato, Jim Sorrells
MarResearch
2026 CLM Litigation Management Study
Industry study · Suite 200 Solutions study
Read the study →
FebArticle
The New Accountability: Why Process is Becoming a Professional Requirement in Negotiation
Law360 Canada · Published with Hor Druma
Open →
FebCurated series
From Skill to System: The Next Chapter in Insurance Claims Negotiation
Carrier Management Magazine · Negotiation Reclaimed series · Contributed by Kate Dombrowski, VP & Claims General Counsel, Selective Insurance
Open →
JanArticle
Negotiation Science Matters: A Critical Takeaway for Claims Leaders in 2026
Risk and Insurance · Published
Open →
JanArticle
A Practical Counterweight to Social Inflation and Legal System Abuse
Risk and Insurance · Published
Open →
JanArticle
The Defense Intelligence Gap: Why Litigation Portfolio Values Are Accelerating in an AI Era
Risk and Insurance · Published
Open →
JanCurated series
Negotiation by Design: Why Writing Beats Talking
Carrier Management Magazine · Negotiation Reclaimed series · Contributed by Cayce Lynch, Managing Partner, Tyson & Mendes
Open →
2025
DecCurated series
Rebuilding Negotiation Talent: Why This Skill Is Missing and How to Fix It
Carrier Management Magazine · Negotiation Reclaimed series · Contributed by Krista Glenn, Chief Claim Officer, Westfield Specialty
Open →
DecWebinar
Modernizing Claims: Competing Against AI-Powered Plaintiff Attorneys
Insurance Thought Leadership: Future of Risk Series · Panelist · Moderated by Paul Carroll, Editor in Chief
Open →
DecSession
Industry at an Inflection Point: Responding to Defense Industry Challenges in 2026
Kansas Association of Defense Counsel Annual Meeting · Presented
NovCurated series
The Power of the First Offer: Anchoring, Evidence, and the Battle for Perception
Carrier Management Magazine · Negotiation Reclaimed series · Contributed by Ken Carter, Chief Claims and Risk Officer, Concert Group
Open →
SepCurated series
Reframing Defense Work in an AI-Enhanced Era
Carrier Management Magazine · Negotiation Reclaimed series · Contributed by Ronald B. Morrison, Divisional SVP, Great American Insurance
Open →
SepIn the media
Sharpening the Industry’s Most Overlooked Skill
Carrier Management · Featured · By Susanne Sclafane, Exec. Editor
Open →
AugWebinar
Offer Packages: Arming Your Claims Team for Modern Negotiations
Industry webinar · Moderated · With Ron Morrison (Great American); JD Keister (MGC Law); Jason Rosen (Rosen Resolution)
Open →
JulArticle
Taking Back Negotiation: Why Claim Professionals Must Lead the Next Chapter
Carrier Management Magazine · Published
Open →
JunArticle
We’re Losing Billions Before We Ever Get to Court
Insurance Thought Leadership · Published with John Burge
Open →
JunResearch
Negotiating Claims in the Age of AI-Enabled Plaintiff Advocacy
Industry snapshot · Suite 200 Solutions study
Read the study →
AprPanel
GenAI and the Next Generation of Client–Counsel Relationships
CLM Annual Conference · Moderated · With J.D. Keister, Kate Dombrowski, Daniel Winkler
AprIn the media
Is the Insurance Industry at an Inflection Point?
CLM Magazine · Featured · By Angela Sabarese, Assoc. Editor
Open →
FebIn the media
Setting Sail to Define Litigation Management
CLM Magazine · Featured · By Phil Gusman, Dir. of Content
Open →
FebResearch
Responding to the Plaintiff Bar’s Adoption of AI and Technology
Industry snapshot · Suite 200 Solutions study
Read the study →
JanArticle
The Tripling of Verdict Size Post-COVID
Insurance Thought Leadership · Published with John Burge
Open →
JanWebinar
Defense Counsel Study Results: Is Our Industry at an Inflection Point?
CLM Chief Claim Officer · Presented
JanIn the media
What To Do About Billing — An Interview with Taylor Smith
CLM Magazine · Featured · By Phil Gusman, Dir. of Content
Open →
2024
OctArticle
Are We Losing Our Negotiating Power?
Insurance Thought Leadership · Published with John Burge
Open →
JunPanel
Data Whisperers: Harnessing the Power of Predictive Analytics, Metrics, and Workflow Automation
CLM Litigation Management Symposium · With Mary Haefer, Lindsay Huffman, Ari Treuhaft
JunIn the media
Defendants, Insurers Risk Falling Behind on AI for Litigation
Carrier Management · Featured · By Allen Laman
Open →
MayPodcast
Navigating the Changing Landscape of Insurance Defense
The Claims Hunters · Guest · With Chris Tidball
MayResearch
Variability in Venue and Plaintiff Attorney Risk Factor Use
Industry snapshot · Suite 200 Solutions study
Read the study →
MarArticle
The Plaintiff Bar is Winning in AI
Insurance Thought Leadership · Published
Open →
MarResearch
2024 CLM Defense Counsel Study
Industry study · Suite 200 Solutions study
Read the study →
MarResearch
2023 CLM Litigation Management Study
Industry study · Suite 200 Solutions study
Read the study →
2023
AugIn the media
Bridging the Gap in Law Firm Performance Data: An Industry Call to Action
Claim Deck · Featured · By Dwayne Hermes
MayArticle
The Road to Resolution: Key CLM Study Findings
CLM Magazine · Published
Open →
2022
SepArticle
Litigation Management 2.0
CLM Magazine · Published
Open →
MarPanel
Utilizing Structured Data to Improve Attorney Selection
CLM Annual Conference · With Melissa Hill (Allianz Commercial), JD Keister (MGC Law), Wesley Todd (CaseGlide)
MarIn the media
Social Inflation Q&A with Taylor Smith of Suite 200 Solutions
CaseGlide · Featured · By Wesley Todd
2021
OctPanel
The Future of the Insurance Carrier/Defense Firm Relationship
CLM Litigation Management Symposium · Moderated · With Rusty Goudelock, Cathleen Rebar, Timothy Strong, Rama Venkat
OctResearch
The Wilson Elser Study: The Impact of Virtual Litigation Management Practices
Industry study · Suite 200 Solutions study
Read the study →
JunResearch
COVID Effect on Claims Volume II
Industry snapshot · Suite 200 Solutions study
Read the study →
FebArticle
Where Litigation Management Is Going: Three Bold Predictions for the Future
CLM Magazine · Published with JD Keister, Wesley Todd
Open →
2020
OctPanel
Innovation in Legal Services
CLM Litigation Management Symposium · Moderated · With Daniel Winkler, Dan Costello
JulArticle
COVID-19 Impact on Claims Volume
CLM Magazine · Published
Open →
JulWebinar
From Insuretech to Legaltech: Inside the Buyer’s Mind
CLM · With Suite 200 advisor Stefanie Jenkins
JulSession
Mediator and Mediation Effectiveness and Measurement
Resolute Systems · Presented
JunResearch
COVID Effect on Claims Volume I
Industry snapshot · Suite 200 Solutions study
Read the study →
MarPanel
But Enough About Me — A Discussion of the 2020 CLM Defense Counsel Study
CLM Annual Conference · With Preston McGowan, Daniel Winkler
MarResearch
Mediation Effectiveness II
Industry snapshot · Suite 200 Solutions study
Read the study →
MarResearch
2020 CLM Defense Counsel Study
Industry study · Suite 200 Solutions study
Read the study →
MarResearch
2020 CLM Litigation Management Study
Industry study · Suite 200 Solutions study
Read the study →
FebArticle
Inside CLM’s Inaugural Litigation Management Symposium
CLM Magazine · Published with Daniel Winkler, Dan Costello
Open →
2019
NovWebinar
National Litigation Insights: A Review of the 2019 CLM Litigation Management Study
CaseGlide · Presented
OctPanel
Big Data: Identifying and Creating a Value-Based Metrics Map
CLM Litigation Management Symposium · With Daniel Winkler
JunWebinar
Take A Deep Dive Into the 2019 CLM Litigation Management Study
CLM · Presented
MayWebinar
Five Easy Steps to Building Your Personal Brand and Growing Industry Relationships
CLM · With Steve Fretzin
2018
OctSession
Defining Legal Analytics
Wolters Kluwer Annual Users Conference · Presented
SepPanel
Resolution Strategies: Adding Value
CLM Chief Claim Officer Summit · Moderated · With David Vanalek, Teresa Frisbie
JunArticle
Knowing What You Don’t Know: Picking the Right Legal Spend Management Partner
Wolters Kluwer: Experts’ Corner · Published
MarPanel
Incentivizing Early Resolution Across the Litigation Ecosystem
CLM Annual Conference · With William Lindsay, Daniel Winkler (Westfield Insurance), Denise Yost (Wolters Kluwer ELM Solutions)
MarPanel
Effective Use of Structures
CLM Annual Conference · Moderated · With Rusty Goudelock, Jim Early, Michael Reid
2017
DecResearch
Mediation Effectiveness I
Industry snapshot · Suite 200 Solutions study
Read the study →
SepArticle
Counting What Counts: Litigation Metrics and How to Build Them
CLM Magazine · Published with Robert Bowers, Paul Roberts
Open →
SepResearch
Third-Party Legal Bill Review Services (LBR)
Industry snapshot · Suite 200 Solutions study
Read the study →
JulArticle
How to Approach Litigation Metrics, Both Foundationally and Functionally
CLM Magazine · Published with Rusty Goudelock
Open →
JunSession
Best Practices for Records Retrieval
CLM Midwest Conference · Presented
MarSession
From Adversaries to Allies: How to Use the Billing Process to Improve Partnerships
CLM Annual Conference · Presented
FebPanel
Firm-Carrier Collaboration and Its Relationship to Early Case Resolution
NAMIC Annual Conference · With Daniel Winkler
2016
NovSession
Proving Value With Data
CLM Staff Counsel Summit · Presented
OctWebinar
Best Practices in Records Retrieval
CLM · Presented
JulArticle
Letting Go of the Billing Process: Deploying BPO to Maximum Effect
ALA Legal Management · Published
Open →
JulArticle
Speak Our Language! What Can Law Firms Learn From the Way Clients Run Their Businesses?
ABA Law Technology Today · Published
JulResearch
Annual Changes to Litigation Expenditures
Industry snapshot · Suite 200 Solutions study
Read the study →
MarResearch
2015 CLM Litigation Management Study
Industry study · Suite 200 Solutions study
Read the study →
2015
DecArticle
Understanding the Buyers’ Environment: Lessons From the 2015 CLM National Study
Litigation Management Magazine · Published with Rusty Goudelock
DecPanel
A Discussion of the 2015 CLM Study
CLM New York Conference · Moderated · With Julianne Splain, Linette Ranieri, Joseph Mannion
JulArticle
State of the Union: Highlights from the 2015 CLM Litigation Management Study
Litigation Management Magazine · Published
JunSession
2015 CLM Study Results
CLM Staff Counsel Summit · Presented
JunPodcast
Insights from the CLM National Litigation Management Study, Parts 1 & 2
ELM Solutions Experts’ Corner · Guest
MayArticle
Understanding Structured Settlements: What Claims Professionals Think
Claims Management Magazine · Published
Open →
AprPanel
Delivering High-Value Services to Claims Professionals and Structured Settlements
National Structured Settlements Trade Association (NSSTA) · Moderated · With Rana Rupelt, Christopher Carucci, Robert Samson
2014
AugPodcast
Ringler Radio Discusses the 2014 NSSTA Structures Study
Ringler Radio · Guest · Hosts: Larry Cohen, Robert Caples
JunArticle
Low Hanging Fruit: P&C Claim Executive Perceptions on Structured Settlements
Claims Management Magazine · Published
Open →
AprResearch
Law Firm Metrics and Billing Practices
Industry snapshot · Suite 200 Solutions study
Read the study →
MarSession
Industry Snapshot: Law Firm Metrics
CLM Annual Conference · Presented
2013
NovSession
World-Class Selling to Insurance Claim Executives and Professionals
National Structured Settlement Trade Association (NSSTA) Fall Meeting · Presented
NovResearch
Selling Effectively to Chief Claim Officers
Industry snapshot · Suite 200 Solutions study
Read the study →
OctSession
An Overview of the CLM
Central Claim Executive Association (CCEA) · Presented
JunArticle
Getting to the Finish Line: Maximum Compliance Across Litigation Vendor Programs
Litigation Management Magazine · Published
MayIn the media
Containing Litigation Costs in the Insurance Industry
Metropolitan Corporate Counsel · Featured · Interview
AprSession
Law Firms and Electronic Invoicing: Strategies and Tactics
Association of Legal Administrators Annual Conference · Presented
2012
JulResearch
Law Firms and Electronic Invoicing Processes
Industry snapshot · Suite 200 Solutions study
Read the study →
MarWebinar
Selling to the Claims and Litigation Management Industry: The Buyers’ Perspective
CLM · With Suite 200 advisors Larry Beemer, Vic Marmo
MarPanel
Are You Doing It Right? Preliminary Thoughts from the CLM Litigation Management Task Force
CLM Annual Conference · Moderated · With Ronnie Rosenberg, Daniel Winkler, Joseph Pitstick, Christopher Carucci, Thomas Best
MarPanel
Partnership Innovation: Collaborative Counsel Evaluations
CLM Annual Conference · With Jeff Scarpitti
MarResearch
2012 CLM Litigation Management Study
Industry study · Suite 200 Solutions study
Read the study →
2011
JunPanel
Partnership Innovation: Counsel Evaluation and Feedback
Carlton Fields In-House Counsel Forum · With Craig Raeburn, Daniel Winkler
2010
DecArticle
Braking Vehicle Transport Costs
Property Casualty 360 · Published
AugArticle
What Paul Revere Can Teach Claims Professionals About the Benefits of Building a Strong Professional Network
Claims Management Magazine · Published
2007
OctArticle
Better Metrics, Better Vendors, Better Outcomes
Claims Advisor Magazine · Published
Open →
2005
OctArticle
Getting to the Chef’s Table: The Future of Litigation Management
NAILM Tech Matters · Published
MayArticle
Technologies that Benefit the Carrier/Firm Relationship
For The Defense (DRI) · Published
2003
JunArticle
Revealing Circumstances: Streamlining the Claims Litigation Process
AM Best Review · Published
2002
JunIn the media
Customer-Centric Web System Makes Specialty Insurers, Agents More Efficient
National Underwriter (P&C Ed.) · Featured · By Susanne Sclafane
Undated
UndatedIn the media
Where Litigation Management is Going
CLM Magazine · Featured · By Wesley Todd, JD Keister
Executive interview series · 2010–2018
78
Monthly executive profiles in Claims Management and CLM Magazine, with earlier installments in Claims Advisor and The Claims SPOT. Chief claim officers and senior leaders from XL Catlin, Sedgwick, AXIS, MAPFRE, Gallagher Bassett, Argo, State Auto, and dozens more.
Education and faculty
CLM Negotiation curriculum
Curriculum co-chair, Negotiation Boot Camp and Level 200 modules · 2026–present
Litigation Management Institute
Chancellor and instructor, Litigation Metrics · 2017–2022
CLM Claims College
Dean, School of Litigation Management · 2020–2021