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2026 Annual Membership
Meeting & Conference

Program / Agenda

Members will be able to Login to view presentation materials at the Conference.

Thursday — August 6, 2026
Time (Eastern) Description
 9:00 - 11:00AM
Ballroom
Pre-Function
New Member/First Time Attendee Breakfast & Discussion
New members and first-time attendees are invited to join Board members for a casual meet and greet breakfast to learn more about SER and how to maximize the benefits and resources of membership. 
(Invitation Only. RSVPs required.)
Sponsored by: 
 
 9:00 - Noon
Ballroom
Pre-Function
Registration Hours 
Members sign in and pick up their badges and welcome packets.
 
Noon - 1:00PM
Ballroom
Pre-Function
Buffet Lunch 
Members, Registered Guests and Guest Speakers.
 
1:00 - 1:45
Paris Ballroom
Annual Membership Meeting, Patrick DennisPresident
Welcoming Remarks; Introduction of New Members; Officers' and Committee reports, Election of President-Elect and Directors.  Passing of the gavel to President-Elect, Jerry DeNigris.
 

 1:45 - 2:25
Paris Ballroom

FINRA Dispute Resolution Update 
Richard W. Berry, Esq.Executive Vice President and Director/FINRA Dispute Resolution Services (FDRS)  A yearly tradition, where Rick updates members on trends in FINRA arbitration, new procedures, types of cases filed, award results.  
 
 2:25 - 2:45 Coffee Break
 
 2:45 - 3:40
Paris Ballroom
Using Intermediaries to Increase Your Practice Exposure
Being retained through a professional expert search firm or economic consultant can increase your exposure to law firms and result in additional consideration for matters consistent with your expertise.  This panel will discuss the different types of intermediaries and the panelists will explain their processes for vetting, retaining, and working with experts. 

Moderator:
David Hinman, CFA, member/Hinman Capital Services, LLC
Panelist(s):
Federico Temerlin, Vice President/Analysis Group
Brice David, Senior Manager/Round Table Group

 

 3:40 - 4:00 Break
 
 4:00 - 4:55
Paris Ballroom
Expected Trends in Securities Litigation/Cryptocurrency/Digital Assets Update 
Where are we now, and where are we going? Possible types and implications of future U.S. regulation. What types of future litigation to expect, and the likely role experts in future disputes.

Moderator:
Dr. Pavithra Kumar, PhD, CFAmember/Advanced Analytical Consulting Group
Panelist(s):
Jan E. Messerschmidt, Esq., Partner/Cohen Milstein
Katherine St. Romain, Esq., Partner/Fried Frank
Jeremy Moorehouse, Esq., Partner/WilmerHale

 5:30 - 6:30
Opaline Brasserie
Cocktail Reception 
Members, Registered Guests, Invited Guest Attorneys (RSVP required)
Dress code: dress or pant suits for ladies/coats for men.
An opportunity to network, form new friendships and renew/burnish existing ones.

Cocktails Sponsored by: MK Campion, Campion Associates
Appetizers Sponsored by: Colleen Diles, Diles Consulting
 
 6:30 - 9:00
Opaline Brasserie
Annual Member/Guest Dinner 
Members, Registered Guests, Invited Guest Attorneys (RSVP required)
Dress code: dress or pant suits for ladies/coats for men.

 
Friday — August 7, 2026
Time (Eastern) Description
 8:00- 9:00AM
Ballroom
Pre-Function
Buffet Breakfast 
Members, Registered Guests and Guest Speakers.
 
 9:00- 9:50
Paris Ballroom
Trends, Forums, and Security Standards   
A fast‑paced look at member survey trends — from rates and retainers to case types, forums, and origination — followed by a grounded guide to staying compliant in your practice with evolving data‑security standards and navigating the certification process.

Moderator:
Jerry DeNigris President/ Riverside Financial Group, LLC
Panelist(s): 
Antonio Rega, member/Expert Witness
TBA

 9:50-10:10 Coffee Break 
 
10:10-11:00
Paris Ballroom
Artificial Intelligence - Future-Proofing You and the Expert Witness Profession 
Explore practical use cases that can save you time and your clients money while navigating the pitfalls and staying competitive.

Moderator:
Stu Rosenthal, CFA, member/DamagesPro
Panelist(s): 
David Hinman, CFA, member/Hinman Capital Services, LLC
Braden Perry, Esq. CAMS, QRD, member/Kennyhertz Perry

11:00-11:20 Coffee Break 
Sponsored by: 
11:20-12:20
Paris Ballroom

 

 

Testifying Across Forums: What Judges and Arbitrators Want    
This session examines the practical differences in delivering testimony before judges and arbitrators, focusing on what drives credibility in each setting and how experts can adjust their demeanor, communication style, and decorum to resonate with the trier of fact.

Moderator:
Patrick Dennis, Esq. member/Oyster Consulting
Panelist(s):
Hon. Karen M. Cassidy, Superior Court Judge (Ret.)/Arbitration/Mediator 
Tina E. Patterson, FCIArb, Principal/Jade Solutions
TBA

12:20- 1:20PM
Ballroom
Pre-Function
Buffet Lunch 
Registered members and Guest Speakers.
1:20- 2:10
Paris Ballroom
From Search to Selection: How Attorneys Pick Their Experts
Hear from practicing attorneys on how they identify, evaluate, and select an expert — including where they search, what they prioritize, and what truly drives the decision. 

Moderator:
Colleen Diles, member/Diles Consulting
Panelist(s):
John T. (Jack) McGuire, Esq., Senior Counsel/Stradley Ronon
Meghan E. Flinn., Partner/K&L Gates
TBA
 2:10- 2:30 Coffee Break
Sponsored by: 
 2:30- 3:20
Paris Ballroom
White Collar Crime: Trends, Targets, and Expert Opportunities 
Review current enforcement trends and white-collar targets to learn what specialized litigators look for in their experts. 

Moderator:
Stu Rosenthal, CFA member/DamagesPro
Panelist(s): 
David Kent, Esq., Of Counsel/Verdi & Ogletree
Benjamin R. Ogletree, Esq., Founding Partner/Verdi & Ogletree
Dan Schwager, Esq.Of Counsel/Verdi & Ogletree

 3:20- 3:40 Break
 
 3:40- 4:30
Paris Ballroom
 
Experts Roundtable (Closed Session/Members only)
Incoming President, Jerry DeNigris, 
hosts this informal but candid "give and take" session, a Roundtable tradition for over 30 years! Members can put a question to members at large, share an important issue that wasn't covered, or just give general feedback. 
 
 5:30- 9:30
5:30 Meet to walk/ride to dinner
 
Post-Conference Dinner, 
Wrap up your conference experience with dinner out on the town! TBD...
Appetizers Sponsored by: 
 


 

 


~Agenda and times subject to change and will be updated as information is provided.~

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