

REPRESENTATIVE ENGAGEMENTS
Fund Administrator for a Catholic Diocese
Serve as the Independent Administrator of a compensation fund through which I compensate victim survivors of sexual abuse in a Catholic diocese. It is a component of a larger restorative justice program. I meet with people who were sexually abused, review the claim information and other relevant context of the claim, valuate the claim, and then make an offer of compensation and atonement to the victim survivor. By agreement with the diocese, my decisions about claim valuation and compensatory offers of atonement are independent. The diocese has agreed to abide by my decisions. I engage sexual abuse victim survivors with empathy and compassion. I engage in active listening so that they feel heard.
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Result: One hundred percent of compensatory offers have been accepted, and survivors have provided feedback that they appreciated the process, were treated with empathy and compassion, and that the experience was very positive for them.
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Valuation Services for Religious Entities and Organizations (Multiple)
Valuation services and liability analysis in sexual misconduct claims for various religious denominations. Assisted in settlements of abuse claims with fair and supportable claim valuations, and negotiated compassionate and cost-effective resolutions.
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Results: Fair, compassionate, expedited and cost-effective abuse claim resolutions.
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Distribution of Global Settlement; Coverage Counsel for Settled Claims
Assisted Catholic diocese at arbitration and helped allocate a global settlement of sexual abuse claims. Provided expert valuations of individual settlements. Represented the diocese in coverage litigation, and negotiated recovery of millions of dollars in insurance proceeds.
Result: A compassionate arbitration; fair settlements; multi-million dollar insurance recovery; and settlement of coverage disputes to help insurers close books on volatile “long-tail claims”—a win-win-win.
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Expert Risk, Liability and Coverage Analysis for Structured Finance Insurer
Helped structured finance insurer with expert risk analyses to assess sexual misconduct liability exposure and to help determine whether to underwrite bond issuances for religious entities. Performed expert assessments of risk and liability exposures, claim values, risk management programs and insurance coverage.
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Result: In-depth risk analyses informed and supported client’s decisions to help religious entities obtain bond financing—a win-win.
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Independent Audit Services
Independent audit of and report on Catholic religious order’s files, claims handling history and sexual abuse policies.
Result: Identified abuse risks and helped provincial minister and council assess and improve effectiveness of claims handling, pastoral outreach and preventive measures.
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Expert Witness and Valuation Analysis for Cedent in Reinsurance Arbitration
Expert witness for the cedent in a reinsurance arbitration arising out of underlying clergy sexual abuse claims. Provided expert analysis, opinions and testimony regarding liability exposure and values.
Result: A multi-million dollar arbitration award for the cedent-client.
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