SOUTHWEST FLORIDA LEGAL SUMMIT - FRIDAY, FEBRUARY 25, 2022 SANIBEL HARBOUR MARRIOTT RESORT & SPA
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
EXECUTIVES AND MEMBERS OF C-SUITE (CFO, COO, CMO), DECISION-MAKERS,
SENIOR HR PROFESSIONALS, AND SMALL BUSINESS OWNERS:
SOUTHWEST FLORIDA LEGAL SUMMIT
FRIDAY, FEBRUARY 25, 2022
SANIBEL HARBOUR MARRIOTT RESORT & SPA
APPROVED FOR 4 SHRM PDC AND 4 HRCI CREDITS.
Presented by Breakfast Sponsor Lunch Sponsor Valet Sponsor Guest Speaker Sponsor
ADVERTISEMENT
9:00 AM
Registration and Continental Breakfast
10:00 AM
Opening Remarks Presented by Michael Corso, Esq.
10:15 AM
General Session #1:
Lingering Effects of COVID on Florida Employers
AGENDA
11:30 AM
Breakout Session #1A:
Anatomy of a Contract Dispute
Presented by Scott Beatty, Esq., Richard Mancini, Esq.,
and Mark Nieds, Esq.
All businesses will inevitably become embroiled in a lawsuit
or litigation at some point. In the event your business
is involved in a contract dispute, your best chance for a
12:30 PM
Lunch
1:45 PM
General Session #3:
Workers Compensation and Employment Law
Presented by David Roos, Esq. and Russell Whittle, Esq.
Guest Panelists: Leslie Rippley and Christopher T. Tritt
Presented by Scott Atwood, Esq. successful outcome may depend on the terms and dispute Timely investigation of reported work accidents limits the
resolution procedures set forth in your agreements and liability of the employer and carrier. Florida Chapter 440
From business shutdowns and PPP loans to vaccinations,
contracts. In this break-out session, Henderson Franklin may protect employers from claims such as unemployment,
COVID has presented unique challenges to Florida
attorneys will examine ways to address potential issues EEOC, wrongful termination and retaliation claims. In
businesses. Henderson Franklin’s employment group chair
contractually before they arise, contractual dispute this panel discussion, attendees will learn not all injuries
Scott Atwood will address the multi-faceted employment
resolution provisions, options for alternate dispute reported to have occurred at work are compensable
issues that employers may face, including: current obligations
over masks and mandatory vaccinations; how to deal with resolution, and offer practical guidance should your business under Chapter 440; offering return to work postdate of
possible long-term disability claims and leave issues arising become a party to a lawsuit. injury limits ongoing liability; and, failure to return injured
from COVID; increased union activity; and the pros and employee back to work after a work accident may create
11:30 AM additional employment liability.
cons of a remote/hybrid workforce. Breakout Session #1B:
What Businesses Should Know to Make Informed 1:45 PM
11:15-11:30 AM
Real Estate Decisions Breakout Session #3A:
Networking Break
Moderator: Colby Keefe, Esq.; Panelists: Amanda Barritt, Esq., Start-Up Bootcamp
11:30 AM Amanda Ross, Esq., and Jeff Wright, Esq. Presented by Matthew Brust, Esq. and Luca Hickman, Esq.
General Session #2:
Shifting real estate trends have caused many businesses to Every successful business starts with a great idea. Startup
Saving a Buck can Cost you a Million.
reevaluate their office space and consider purchasing, selling, Bootcamp will arm entrepreneurs with the basic legal
Update on Recent Employment Cases and
Mistakes that Employers Keep Making or renting new space to meet their needs. If your business knowledge to start and run a business, including: what
is expanding, reducing, or simply relocating its operations, organizational and tax structures are appropriate for a new
Presented by Scott Atwood, Esq. and Robert Shearman, Esq. our real estate and land use attorneys have a handful of business; the importance of intellectual property for start-
Labor cost is a big expense, and it’s only natural to want to core considerations that business owners should keep in ups; and, the best ways to protect your company’s brand.
keep those costs under control. However, cutting corners mind before and during the purchase, sale or lease of a
in employment matters often leads to the same result as commercial space. More specifically, attendees will learn 1:45 PM
cutting corners on equipment or product development. the importance of finding an ideal space for your business’s Breakout Sessions #3B:
With an eye on recent Supreme Court cases, this session Important Issues Often Overlooked Running a
intended use that will accommodate your operations and
will discuss current trends in employment law including Family Business
customers; what provisions should be flagged in a contract
sexual harassment, same-sex discrimination, disability for sale and purchase or a lease agreement before signing; Presented by Anthony Cetrangelo, Esq. and Eric Gurgold, Esq.
laws, and workplace safety oversight. The discussion will and, understanding the business’ rights and obligations Many times estate planning documents are not harmonious
include ways to limit exposure to common lawsuits such as during its use of the commercial space, including ways to with corporate agreements. It is important to understand
overtime and disability claims, as well as provide advice to reduce the risk of premises liability lawsuits. what happens if your will or trust conflicts with your
limit exposure concerning under-performing employees. business plan. The presenters will share which legal
document would prevail and how to prevent future issues
with them before they occur.
ADVERTISEMENT
An additional fundamental part of estate planning is to
ensure your family business is set up correctly to have
maximum protection from creditors. Attendees will learn
ways to ensure they are able to pass down as many assets
as possible to future generations.
2:45-3 PM
Networking Break
3-4 PM
FACULTY Scott E. Atwood is Chair of the firm’s
Labor and Employment Law group and a
Florida Supreme Court Certified Circuit
Civil Mediator. He currently served as Chair
of the statewide Florida Bar’s Labor and
Employment Section and has been named a
Florida and Georgia Employment Law “Super Lawyer” multiple
times. Scott provides employment and business counseling and
litigation services for entrepreneurs, public entities, and
Anthony J. Cetrangelo focuses his
practice in the areas of wills, trusts, estates,
probate, trust administration and general
corporate law. He assists clients in all
aspects of planning an estate, drafting Last
Wills and Testaments, Revocable Trusts,
Irrevocable Trusts, Lady Bird Deeds (Enhanced
Life Estate Deeds), Advance Directives, Durable Powers of
Attorney, Living Wills, and Health Care Surrogates. Anthony
businesses of all sizes throughout the United States. He may be may be reached at anthony.cetrangelo@henlaw.com.
Main Room Session #4: reached at scott.atwood@henlaw.com. Michael J. Corso (moderator)
YOU are in the Pilot’s Seat: Adapt, Execute &
Amanda K. Barritt is Florida Bar Board concentrates his practice in the defense of
Overcome
Certified in Condominium & Planned non-medical professionals, including
Presented by guest speaker Elizabeth McCormick Development Law and serves as Chair of lawyers, accountants, architects, engineers
Former U.S. Army Black Hawk Pilot Elizabeth McCormick the firm’s Real Estate Department and and surveyors. Mike is Board Certified (by
will share professional and personal development secrets Condominium and Homeowners’ both The Florida Bar and the National
for success she learned through overcoming overwhelming Associations Practice Group. She Board of Trial Advocacy) in Civil Trial Law and Business
concentrates her practice in residential and commercial Litigation. He served on the firm’s Executive Committee and
obstacles as a helicopter pilot while inspiring attendees to
community associations, commercial real estate transactions, is the former Chair of the Tort and Insurance Litigation
Adapt, Execute & Overcome. In this session, attendees will
contract preparation, and real estate development. Amanda practice group. Mike can be reached at michael.corso@
learn the key to elevated confidence and effectiveness, both may be reached at amanda.barritt@henlaw.com. henlaw.com.
in and outside of the workplace. Elizabeth will also share
Scott A. Beatty concentrates his practice Luca L. Hickman is a Florida Bar Board
resilience techniques and leadership strategies so attendees
in the areas of civil and commercial trial Certified Intellectual Property Law expert
may advance toward their higher goals by helping others litigation, including business torts, real and a U.S. registered patent attorney. He
take the lead. estate litigation, construction and lien law is also a Florida Supreme Court Certified
litigation, contract disputes, collections, Circuit Court Civil Mediator. Luca assists
4 PM
Cocktail Reception foreclosures and title insurance claims. He is inventors, artists and musicians in the
also Head of the firm’s Naples office. Scott may be reached creation and management of intellectual property portfolios,
at scott.beatty@henlaw.com. brand licensing and anti-infringement matters, including
Matthew L. Brust concentrates his extensive anti-counterfeiting work and creating and
practice in business formations, operations, overseeing global trademark portfolios. Luca may be reached
and planning. He also focuses on mergers at luca.hickman@henlaw.com.
and acquisitions, including federal and state Colby Keefe practices in the Firm’s real
taxation planning while also representing estate department, with a focus on
clients before the IRS and Florida community association law, both
Department of Revenue. He enjoys the technical and residential and commercial. She provides
analytical aspects of tax law. Matthew’s experience in tax both developer-controlled and
consulting includes tax efficient acquisitions, structuring, and membership-controlled associations with
succession planning, with a focus on working with general counsel on issues ranging from covenant drafting and
entrepreneurs to help them achieve their business goals. enforcement to compliance with the Fair Housing Act. Colby
Matthew may be reached at matthew.brust@henlaw.com. may be reached at colby.keefe@henlaw.com.
ADVERTISEMENT
FACULTY C. Richard Mancini is a Florida Supreme
Court Certified Circuit Court Mediator
and concentrates his practice in the areas
of trust and estate litigation, business
litigation, banking and financial institutions
and mediation and arbitration. He
represents clients in complex business and contract disputes,
as well as real property litigation and foreclosures. Richard is
also a Financial Industry Regulatory Authority (FINRA)
Robert C. Shearman is Florida Bar Board
Certified in Civil Trial Law and
concentrates his practice in the defense of
tort, civil rights, employment and real
estate claims. He is also a Florida Supreme
Court Certified Civil Mediator. Bob
represents numerous public and private entities with respect
to constitutional claims, wrongful termination, discrimination,
and harassment matters. Bob is an alumnus of Leadership
PANELISTS:
Leslie Rippley is an Ohio native and serves as
the Divisional Assistant Vice President of Florida
Sales for Summit Holdings, a monoline workers
compensation insurance company. Summit is
the market share leader in Florida and now
operates in 14 states. Leslie and her team of
agency executives are responsible for helping their
independent agents’ success representing Summit and offering
certified arbitrator and represents clients in securities and Lee County and serves on the United Way Board of
second-to-none workers’ compensation solutions for business
investor-related disputes. Rich may be reached at richard. Directors and Allocation Committee. Bob can be reached
owners. Over the course of her 30+ years in the insurance industry
mancini@henlaw.com. at robert.shearman@henlaw.com. she has served in claims, underwriting and sales leadership roles.
Mark A. Nieds is Chair of the firm’s Russell S. Whittle has been representing
Christopher T. Tritt is president and
Intellectual Property Group and the interests of insurers and employers in
co-founder of Insurance Management
concentrates his practice on intellectual the defense of workers’ compensation and
Consultancy Group, and began his insurance
property and internet matters, with liability matters in Florida for nearly 30 career in 1992 focusing on property and
specific emphasis on trademark selection, years. As an in-house counsel for much of casualty. He held various positions with State
registration, enforcement and litigation, his career before joining the firm, he brings Farm Insurance, Prudential – where he was
copyright, and trade secret protection. He has extensive a unique perspective to the table. His varied experience also honored as national “Rookie of the Year” for
experience advising clients on domestic and international includes serving as senior staff counsel for a Medicare Prudential’s Pru Pac division, and Insurance and Risk Management
intellectual property issues, including new product launches compliance company, general counsel for an insurance Services. In 2004, he joined an insurance management company,
company focusing on the professional employer organization delivering a consultative approach to the marketplace and held various
and corporate rebranding as well as acquisitions and licensing.
market, and as a title insurance company attorney. Russ may leadership positions in sales through multiple acquisitions. Christopher
Mark may be reached at mark.nieds@henlaw.com.
be reached at russell.whittle@henlaw.com. specializes in loss-sensitive workers’ compensation, captive solutions,
David H. Roos serves as Chair of the firm’s product recall and food contamination solutions for his partners.
Workers’ Compensation division. He Jeff E. Wright represents private property Christopher’s primary responsibilities include new partnerships, sales
represents insurance carriers, third party owners, developers, HOAs, and investors strategy and training.
administrators, and employers in the in obtaining land use entitlements, and in
defense of workers’ compensation claims. addressing land use and permitting
concerns. He specializes in working
GUEST SPEAKER:
He serves as Chairman of the Workers’ Elizabeth McCormick, CSP is a
Compensation Section of the Florida Defense Lawyers through the often complex challenges
Congressional Veteran Commendation
Association (FDLA). David may be reached at david.roos@ presented by local government regulation of land use and the
recipient and travels the globe as a motivational
henlaw.com. exercise of private property rights. Jeff’s expertise includes and inspirational keynote speaker and
Florida’s Sunshine Law and Public Records Law, zoning and leadership specialist, currently #5 on the list of
Amanda Sharkey Ross focuses her
code enforcement, and all matters involving city, county, and “Leadership Experts to Follow Online.” She
practice in the areas of transportation
local governments, including towns, villages, special districts, takes the challenges faced as a Black Hawk
(automobile, marine, trucking) liability,
and community development districts. Jeff may be reached at Helicopter pilot and Chief Warrant Officer for the United States
premises liability, negligent security,
jeff.wright@henlaw.com. Army and shares empowering, uplifting stories with relatable and
wrongful death, construction litigation, and actionable lessons. Her leadership and rise to success in the military
product liability. Ross also represents vessel paved the way for her professional achievements in corporate and
owners, marinas, and associations and writes on various Henderson Franklin offers insight for entrepreneurial sales environments.
aspects of maritime law on the Southwest Florida Business and Southwest Florida business owners, executives Through Elizabeth’s gifted art of analyzation and negotiation, expert
IP Blog. Amanda can be reached at amanda.ross@henlaw.com. and human resource professionals to stay on mentoring abilities, mastery of management, and team-building skills,
current legal news and updates. she led several teams throughout her career to top achievements
Find out more at one of our blogs: that include millions of dollars in strategic cost-saving measures for
regional, national, and global business entities.
swflbusinessandIPBlog • legalscoopswflre
ADVERTISEMENT
SOUTHWEST FLORIDA LEGAL SUMMIT
REGISTER
FRIDAY, FEBRUARY 25, 2022
There is a $65 registration fee per person. Includes plated lunch selection
Lunch options:
Roasted Frenched Chicken Breast with Chardonnay Jus Grilled Mahi Mahi
Directions
Sanibel Harbour Marriott Resort & Spa
17260 Harbour Pointe Drive, Fort Myers, FL 33908
Telephone: 239.466.4000
From Points North of Fort Myers – I-75 South
• Take Exit 131, Daniels Parkway, end of ramp turn right
heading west on Daniels Parkway
• At lights, turn left on South Tamiami Trail (Route 41-S)
Gnocchi with Lemon Truffle Cashew Cream (V/DF) Grilled Flank Steak with Chimichurri
• At lights, turn right on Gladiolus Drive
Registration is by e-mail or online at henlaw.com. • Merge left via ramp on Summerlin Road (CR 869) and
Complete this form and return it to gail.lamarche@henlaw.com continue to follow straight when road merges into McGregor
Contact Gail Lamarche at 239.344.1186 or gail.lamarche@henlaw.com if you have any questions. Boulevard
Due to limited seating, please RSVP by February 18 • Take right onto Punta Rassa Road
• Take slight right onto Harbour Pointe Drive at sign for
Marriott Sanibel Harbour
Name_________________________________________________________________________Title_______________________________________
• Check in at guard gate and follow signs to main building
Company_________________________________________________________________________________________________________________ From Points South of Fort Myers – I-75 North
• Take Exit 128, San Carlos Park, Alico Road, end of ramp, turn
Address__________________________________________________________________________________________________________________ left on Alico heading west
• At lights, turn right on South Tamiami Trail (Route 41-N)
City________________________________________________________________________________State___________ Zip___________________ • At lights, turn left onto Gladiolus Drive
• Merge left via ramp on Summerlin Road (County Road
Phone________________________________________________ E-mail______________________________________________________________ 869) and continue to follow straight when road merges into
McGregor Boulevard
Credit Card #________________________________________________________________ CSV Code____________ Expiration Date__________ • Take right onto Punta Rassa Road
(Visa, MasterCard or American Express only)
• Take slight right onto Harbour Pointe Drive at sign for
Marriott Sanibel Harbour
• Check in at guard gate and follow signs to main building
If you are not attending the General Session, If paying by check please make your check payable to
please select your Breakout Session: Henderson, Franklin, Starnes & Holt, P.A.
and mail it along with your completed registration form to: Henderson, Franklin, Starnes & Holt, P.A. is
Breakout Sessions 1 (All at 11:30 AM) one of the largest law firms between Tampa and Miami.
Breakout Session #1A: Anatomy of a Contract Dispute Gail Lamarche, Director of Marketing
A full-service firm, Henderson Franklin has 55 attorneys
Henderson, Franklin, Starnes & Holt, P.A.
Breakout Session #1B: What Business Owners practicing in the areas of business and tax planning,
Need To Know About Making the Right Real Estate Decisions P.O. Box 280
estate planning, family law, business and civil litigation,
for Success Fort Myers, FL 33902-0280
workers’ compensation, employment law, land use and
environmental law, intellectual property, estate and
Breakout Sessions 3 (All at 1:45 PM) trust litigation, and real estate.
Breakout Session #3A: Start-Up Bootcamp
Breakout Sessions #3B: Important Issues Often One of the state’s oldest firms, Henderson Franklin was
Overlooked Running a Family Business founded in Fort Myers in 1924 and currently operates
offices in Fort Myers, Bonita Springs, Naples and
APPROVED FOR 4 SHRM PDC AND 4 HRCI CREDITS. Sarasota*.
ADVERTISEMENT * By appointment only
You can also read
