Past Agenda
Pre-Conference
February 22, 2026
Registration and Welcome Reception at Spa Garden, Eden Roc
Day 1 - Main Conference
February 23, 2026
Registration and Networking Breakfast

J. Bernard Alexander IIIPartnerAlexander Morrison + Fehr, LLP (California)

Kelly ChanfrauPartnerChanfrau & Chanfrau (Florida)

Avi KuminPartnerKatz Banks Kumin (Washington DC)

Brittany A. StevensPartnerPhillips & Associates (New York)
This session will uncover fact patterns that consistently yield the highest settlement and verdict values in sexual harassment cases—particularly those involving powerful harassers such as CEOs, C-suite executives, business owners, law firm partners, and high-level supervisors.
Gain first-hand insights into how to frame the dynamics of different types of harassment for maximum impact in negotiations and at trial, and how to document the power imbalance to drive value.
Key discussion areas include:
- Leveraging high-level harasser status to accelerate case value
- Harassment types that resonate with juries and mediators
- Building damages narratives around retaliation after ending a relationship
- Key proof sources beyond direct testimony
- Early expert integration to substantiate economic, emotional, and punitive damages

Max BarackHead of Litigation & Chief Client OfficerGarfinkel Group, LLC (Illinois)

Nina T. PirrottiPartnerGarrison Levin-Epstein (Connecticut)

Matthew J. SingerFounding MemberMatt Singer Law, LLC (Illinois)

Steven FingerhutPartnerPhillips & Associates (New York)
While many harassment cases are resolved after discovery, high-value power-imbalance matters can often settle pre-suit when counsel applies early, strategic pressure. This session covers how to craft persuasive damages narratives before filing, decide what evidence to disclose, and deploy experts and investigations to strengthen leverage. Participants will learn how to profile defendants, uncover patterns of misconduct, and exploit corporate vulnerabilities—while protecting sensitive evidence and preserving trial readiness if negotiations fail.
Key discussion areas include:
- How often pre-suit settlements happen and when they make the most sense
- Early evidence disclosure: risks vs. rewards
- Strategic early expert use (medical, psychological, economic, HR/EEO, ESI)
- Defendant history searches
- Corporate vulnerability profiling and reputation risk tools
- Timing considerations: mediation vs. filing for maximum value
Networking and Refreshment Break Sponsored by 

Tiffany R. CruzOwnerCruz Law Firm, P.A. (Florida)

Gregory KirschenbaumPartnerPhillips and Associates PLLC (New York)

Jesse S. WeinsteinPartnerPhillips & Associates, PLLC (New York)
What is this case worth? In this interactive game show–style session, a panel of experienced litigators will review the same fact pattern and independently assign their valuation. After hearing each panelist defend their number and walk through the key drivers of liability, damages, mitigation, and summary judgment risk, the audience will cast their vote for the most persuasive and realistic assessment. Following the results, there will be a brief Q&A with the panelists to explore areas of disagreement and strategic nuance. The winning panelist will then be given the floor to share additional insights from their practice on valuing sexual harassment cases, including practical considerations that influence settlement strategy and trial risk. Expect lively discussion, thoughtful debate, and practical takeaways you can use in your next mediation or case evaluation.
Key discussion areas include:
- How facts, jurisdiction, and defense counsel strategy shape case value
- Assessing emotional distress, economic loss, and punitive damages exposure
- Why some cases with strong liability still settle low
- Common undervaluation traps and how to avoid them
- Practical frameworks for more accurate settlement predictions
Networking Lunch Sponsored by

Bell Law Group – Federal Employee Attorneys, Nationwide

Amanda A. FarahanyManaging PartnerBarrett & Farahany (Georgia)

Schwanda RountreeCo-Chair, Discrimination and Harassment Practice GroupSanford Heisler Sharp McKnight (Washington DC)

Manny StarrManaging PartnerFrontier Law Center (California)

Allison St. MartinStrategic Account ExecutiveEve Legal (Louisiana)

Cathleen ScottManaging PartnerScott Law Team (Florida)

Bryan ArceManaging PartnerPhillips & Associates, PLLC (New York)
Artificial intelligence is rapidly changing how plaintiff attorneys investigate, build, and resolve cases. This session explores the practical applications of AI that can help maximize efficiency, sharpen case strategies, and ultimately increase case value. We’ll also examine the risks and ethical considerations that come with integrating these tools into daily practice.
Key discussion areas include:
- Identifying opportunities for efficiency and value creation – leveraging AI to streamline intake, case assessment, and litigation strategy
- Using AI tools in discovery to organize, review, and analyze massive volumes of documents and data
- Avoiding pitfalls and risks – confidentiality, bias, reliability, and compliance with professional responsibility rules
- Practical strategies for adopting AI responsibly while maintaining client trust and ethical safeguards

Christina CheungPartnerAllred, Maroko & Goldberg (California)

Alreen HaeggquistFounder & Managing PartnerHaeggquist & Eck LLP (California)

Kelly O’ConnellFounding PartnerO'Connell Law, PLLC (Florida/New York)
This session examines how litigators can apply trauma-informed principles from initial intake through discovery and depositions while still building a strong evidentiary record. Attendees will learn practical strategies for client interviewing, case development, and witness preparation that minimize re-traumatization and enhance credibility. The program emphasizes ethical advocacy, effective litigation techniques, and improved client outcomes at every stage of a case.
Key discussion areas include:
- Trauma-informed intake and client interviewing in sensitive matters
- Applying trauma-informed principles during written discovery
- Preparing clients for depositions without exacerbating trauma
- Conducting and defending depositions in a manner that protects both the record and the client
- Managing opposing counsel tactics that may re-traumatize witnesses
- Balancing zealous advocacy with professionalism, ethics, and client well-being
Networking and Refreshment Break

Lori AdelsonMediator/ ArbitratorApproved Dispute Resolution (Florida)

Rebecca HouldingOwnerHoulding Law PC (New York)

Marlene QuintanaLabor and Employment Section ChairGrayRobinson, P.A.(Florida)

Dorina CelaPartnerPhillips & Associates (New York)
Mediation can make or break the outcome of a harassment or discrimination case—but too often, plaintiffs’ counsel approach the process without fully appreciating how mediators perceive the dynamics in the room. In this candid discussion, experienced mediators will share what they see from both sides, the strategies that shift settlement value, and the missteps that can stall resolution. Participants will learn how to frame their client’s story to maximize credibility, pace negotiations for momentum, and anticipate defense tactics that mediators flag as significant. The session will also explore how to use client participation effectively—without risking overexposure or retraumatization.
Key discussion areas include:
- What truly “moves the dial” in mediation: damages narratives, credibility factors, and risk framing
- Common mistakes plaintiffs’ attorneys make in tone, presentation, or demand strategy
- Balancing client voice with protection: making testimony impactful without overexposing them
- Timing and pacing of offers/demands to keep negotiations on track
- How mediators assess defense arguments, leverage points, and openings for resolution
End of Conference Day One
Networking Reception & Dinner featuring the French Horn Collective – Spa Terrace, Eden Roc Miami Beach
Set against the backdrop of the ocean, our Monday evening Networking Reception and Dinner will feature live music by The French Horn Collective, one of South Florida’s premier jazz ensembles known for their vibrant blend of gypsy jazz, swing, and French-inspired classics. Enjoy a relaxed, soulful atmosphere as attorneys, industry leaders, and special guests connect over cocktails, conversation, and the sounds of world-class musicianship.
Sponsored by

Day 2 - Main Conference
February 24, 2026
Networking Breakfast
Welcome and Day One Re-Cap

Joshua FriedmanPartnerThe Employment Law Firm PC (New York)

Michael E. RuggieroPresident/COOBeau Dietl & Associates (New York)
The right expert can transform a sexual harassment or discrimination case –turning lived experience into compelling evidence and measurable damages that drive settlement value. This session will demonstrate how to strategically deploy non-legal experts and investigators to strengthen claims, bolster client credibility, and neutralize defense attacks.
Key discussion areas include:
- Proof of Damages in Sexual Harassment cases
- Sources of uncapped damages, uncapped state laws and alternative tort negligence claims
- Intersectional 42 USC 1981 sexual harassment claims
- Back and front pay for severely injured victims
- Avoiding the “Severe or Pervasive” trap
- the Eggshell skull doctrine in sexual harassment claims
- Exacerbation of Physical Conditions caused by sexual harassment
Transforming Intake from Reactive to Proactive: How Plaintiff Firms Can Convert More Opportunities Without Increasing Marketing Spend

Gary FalkowitzFounderThe Intake Playbook (New York)
Building on the modern intake techniques shared during the day one panel discussion. This high-energy presentation will address the bigger strategic framework behind intake success.
The goal is to leave attendees with an actionable blueprint to improve conversion before, during, and after the first conversation.
Key discussion areas include:
- Why most firms unintentionally lose cases before the phone even rings
- How to identify hidden conversion leaks in the intake journey
- Operational best practices that ensure faster contact speed, better follow-up, and fewer missed opportunities
- The role of automation, AI, and staffing models in scaling intake without sacrificing empathy
- Benchmarks and KPIs law firms should track to measure intake performance beyond just “signed retainers”
- How top firms are designing repeatable intake systems that drive predictable revenue
Networking and Refreshment Break Sponsored by 

David D. BibiyanAttorneyBibiyan Law Group PC (California)

Toni J. JaramillaAttorneyToni Jaramilla, A Professional Law Corp. (California)

Cathleen ScottManaging PartnerScott Law Team (Florida)

Gayane GhandilyanSenior Managing AttorneyBibiyan Law Group, P.C. (California)

Joshua M. FriedmanPartnerPhillips & Associates (New York)
Retaliation claims continue to be among the fastest-growing areas of workplace litigation—and courts and legislatures are reshaping the rules in ways that create both opportunities and pitfalls for plaintiffs’ counsel. This session delivers a practical update on the most important federal decisions and state law developments across major jurisdictions. From California’s employee-friendly shift in statutory retaliation standards, to new anti-retaliation provisions in Illinois and expanded protections in New York, Florida’s changing definition of protected activity, prevailing party fees and proposed legislation, to federal rulings that recalibrate burdens of proof and damages, you’ll gain the insights you need to sharpen pleadings, survive summary judgment, and maximize case value at trial or settlement.
Key discussion areas include:
- How to leverage recent federal appellate and Supreme Court rulings to strengthen causation and damages arguments in retaliation cases
- Why California’s new, more favorable standard of review for statutory retaliation claims gives plaintiffs greater leverage than common-law wrongful termination theories
- A review of claims under Title VII, Florida Civil Rights Act and Florida Whistleblower
- The latest statutory and case law changes in New York, Illinois, Texas, and Florida—and how to integrate them into multi-count complaints
- Practical strategies for discovery, jury instructions, and settlement negotiations tailored to these developments
- Common defense arguments and traps to anticipate—and how to counter them effectively
Networking Lunch Sponsored by

Bell Law Group – Federal Employee Attorneys, Nationwide

Robert W. WoodManaging PartnerWood LLP (California)
Settlements in harassment and abuse cases carry unique tax implications that can significantly affect both clients and counsel. This session will provide a practical roadmap for structuring settlements and navigating the complex tax rules that govern them. Experts will break down the strategies that protect clients’ recoveries, minimize risk, and keep agreements compliant with current law.
Key discussion areas include:
- Distinguishing the taxation of emotional distress versus wage components
- When (and how) to use structured settlements to maximize recovery
- Deductibility of attorney fees under today’s tax framework
- Drafting settlement agreements that avoid IRS scrutiny and red flags
- Section 104 exclusion for physical injuries and physical sickness
- What sickness qualifies and what do you need to show?
- Does PTSD qualify for exclusion?
- How can you negotiate with employers over these issues?
- Tax Indemnity provisions
- Should plaintiffs agree?
- How to narrow their scope

Tyler MaulsbyDeputy Managing PartnerFrankfurt Kurnit Klein & Selz PC (New York)
The use of generative artificial intelligence (genAI) has had a profound impact on the legal profession and the ways in which lawyers represent clients. These rapidly evolving technologies also impact lawyers’ legal and ethical obligations to courts, clients, and the public, especially when navigating complex litigation scenarios. This program will provide an overview of lawyers’ ethical obligations when using genAI as well as common scenarios that arise when representing multiple plaintiffs in a litigation.
Refreshment Break

Jack CumbriaInstructor - Police Advisor - Corporate Active Shooter Training - Author - NYPD Hostage Team Commander (2001–2015)
What do hostage negotiators and negotiation scholars have in common with successful plaintiff attorneys? Both understand that psychology often drives outcomes more than raw facts or numbers. This masterclass combines real-world negotiation psychology that can be applied to litigation strategy, showing how to apply elite-level techniques to harassment, discrimination, and retaliation cases. Explore the use of tactical empathy, labeling, and controlled “no’s” to guide toward “yes,” as well as sequencing offers, framing fairness, and managing perceptions of value. Through candid discussion and examples, participants will learn how to counter manipulative defense tactics, give the illusion of control while steering outcomes, and design deals that maximize client recovery.
Key discussion areas include:
- Tactical empathy and labeling strategies borrowed from hostage negotiation
- Using “no” as a pathway to “yes”
- Sequencing offers and building subjective value in negotiations
- Leveraging fairness as a persuasive tool
- Countering manipulative defense tactics with psychological insight
- Real-world simulations applying advanced theory to plaintiff-side practice
