About the Program:
What are the implications of failing to create and maintain a firm document retention policy? Join Debbie Bjes of Pearl Insurance for a practical and in-depth look at what you stand to lose if you don’t have a document retention policy and how you can create and maintain a policy that can protect both you and your clients.
Deborah Bjes is the dedicated risk manager for the lawyer's professional liability insurance program with Swiss Re Corporate Solutions/Westport Insurance Company, a Preferred Insurance Provider for the South Carolina Bar.
Deborah is responsible for providing assistance and resources to bar associations and law firms by providing on-site CLE and risk management seminars and programs. Deborah also produces a quarterly newsletter, writes articles concerning emerging risks, and provides general risk management guidance for attorneys and insurance professionals. Deborah especially enjoys assisting the South Carolina Bar with risk management needs, and has spoken at South Carolina Bar events and has supplied on-demand CLE for the Bar when invited to do so.
Deborah is a licensed attorney who, prior to commencing her insurance career, was a partner at a mid-sized insurance defense Chicago law firm. While there, she first chaired jury trials to verdict and handled a case load that consisted of files within areas of practice such as professional negligence, product liability, premises liability, construction, civil rights, and catastrophic injury.
Deborah has extensive experience handling professional liability claims and managing litigation. Prior to joining Swiss Re Corporate Solutions, Deborah worked in the professional liability claims department of a major carrier specializing in attorney, accountant and medical claims, both as a claims expert and as a manager. Deborah has also conducted numerous internal and external claim audits, including audits at various London brokerage houses. Deborah has also served as a customer service specialist and has facilitated seminars that focused on enhancing listening and communication skills. Deborah is a graduate of Loyola University Chicago School of Law, where she received her J.D. cum laude.
Jill C. Rothstein
Greenville Sheriff's Office
Jill Rothstein, former Risk Management director of the SC Bar, now serves as both General Counsel to the Greenville County Sheriff’s office (the largest law enforcement agency in SC) and as special counsel to the Rothstein Law Firm where she is building a Risk Management and Ethics practice.
Jill is the president of the upstate’s Haynsworth/Perry Inn of Court, and is a former fellow of the National Institute of Teaching Ethics and Professionalism.
Jill lives in Greenville, hikes and kayaks whenever she can and would rather be outside than inside.
This seminar qualifies for 1.0 MCLE credit hour.
This seminar qualifies for Intermediate Level.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, please use this course code: 178172ADO