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Maximizing the Risk Management, Insurer, and Defense Counsel Relationship. A Practical Discussion on the Coordination of a Successful Defense

ASHRM On-Demand Webinar

Member: $39.00
Non-Member: $99.00

ASHRM CE Credit: 1.0


Domain: Claims & Litigation


Level: Practitioner



ASHRM CE Credit: 1.0

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The purpose of the webinar is to provide strategies for the implementation of communication, education, and further collaboration between risk management, insurers/inhouse counsel and defense counsel prior to, throughout, and then following litigation.

The goal of the presentation will be to provide tangible examples (through case studies, malpractice data, and best practices) of how effective communication between these cohorts leads to better patient outcomes and litigation results.

The presenters will also discuss examples of how clear and effective communication between risk management, the insurer and defense counsel would have led to greater patient safety. They will also provide feedback on how to implement a more productive communication strategy and offer examples of how greater collaboration can lead to more effective protocols and guidelines based on experiential outcomes from risk management, insurer, and defense counsel perspectives. This would include practical discussions on patient care and technology developments from a risk management viewpoint, changes to insurance coverage (base and excess coverage) due to “nuclear verdicts,” the changing marketplace, and other environmental factors, and statutory and case law developments from a defense counsel perspective.

The presentation will seek collaboration from our audience and will provide the attendees with clear strategies and takeaways to consider for implementation in their own respective practices and institutions. It will also include references to national trends in enterprise risk management, claims management advances and case outcomes based on recent data obtained by the panelists.

Some specific case studies will include: 1.) How provider education initiatives provided by the insurer and defense counsel can help support good health care policy and promote positive outcomes. 2.) Pitfalls with the EMR including how copying and pasting in the EMR has led to adverse patient outcomes and poor communication and how advances in audit trail technology can magnify provider decision making (or lack thereof). 3.) How failure to implement appropriate cybersecurity can affect enterprise risk management, insurability, and overall verdicts. 4.) How clear communication from risk management and in house counsel regarding the roles of executive leadership can protect organizations from litigation.


  • • Discuss examples of how clear and effective communication would have led to greater patient safety.
  • • Identify ways to implement a more productive communication strategy when working with your organization's legal team.
  • • List specific case studies that could have a different outcome if the communication would have been clearer and more effective.


Speakers: Joe Delisi, Kerri Sanclemente, and James Horgan


Product Code322019OD22
ASHRM CE Credits1.0
CNE Credits1.0
DomainClaims & Litigation
Level - Foundational (F), Practitioner (P), Advanced (A)P
Publication Date9/19/22
Next Review7/1/24
Credit Expires7/1/25

This is a live event. Recordings will not be shared with attendees following the conclusion of this webinar.
For questions regarding this webinar, contact

Speaker Bios

Joe Delisi joined the law firm of Dunn and Dunn in January of 2011. Mr. Delisi concentrates his practice in the defense of health care professionals and health care facilities throughout Massachusetts and Rhode Island. In his practice Mr. Delisi has successfully represented hospitals, physicians, nurses, skilled nursing facilities and other health care providers. Attorney Delisi also represents health care professionals at the Board of Registration in Medicine and Nursing and manages complex employment discrimination matters, premises liability, probate, and collection matters in his practice at Dunn and Dunn.

A graduate of Suffolk University (B.A. 2004) and Suffolk University Law School (J.D. 2010) Mr. Delisi was admitted to the Massachusetts Bar in November of 2010. Mr. Delisi is also admitted to practice in the United States District Court of Rhode Island, and the United States District Court of Massachusetts. Attorney Delisi has been recognized in Boston Magazine as a Super Lawyers Rising Star for each year from 2015-2020 and is also a graduate of the Long-Term Care Power Lawyer program.

Mr. Delisi has also lectured at Massachusetts General Hospital, Boston Children’s Hospital, Brigham and Women’s Hospital and to Harvard, and Brown University Medical Students on a variety of topics pertaining to health care litigation. He has served as a lecturer at Suffolk University and Suffolk University Law School and has presented to various risk management groups regarding the defense of medical malpractice cases. He is a Fellow of the Massachusetts Bar Foundation and is also a member of the Rhode Island Bar Association and the Massachusetts Bar Association.

Mr. Delisi presently serves on the Board of Trustees at Suffolk University and recently helped steward a leadership transition which has led to increased rankings across each of its three schools, while also securing three consecutive years of its highest grossing advancement returns in the University’s history. Mr. Delisi was president of the College of Arts and Sciences Alumni Board from 2016-2018.


Kerri Sanclemente is a Claims Manager at the CRICO/Risk Management Foundation where she manages a team of claims representatives in handling professional liability, employment liability and general liability claims and lawsuits brought against several CRICO insured institutions, which include, Boston Children’s Hospital, Harbor Medical, HVMA, Atrius, Pentucket Medical, and North Shore Medical Center.

Prior to working at CRICO Attorney Sanclemente was a Senior Manager in the Risk Management department at the Fallon Clinic (Reliant Medical Group) where she managed all phases of professional liability and general liability lawsuits and claims brought against the organization and its providers. She also assisted with the management of the captive insurance program and with the development of patient safety and risk reduction program for the organization.

Attorney Sanclemente also has extensive litigation experience in her role as counsel at Lash & Associates, P.C. where she represented large insurance companies and self-insured institutions in property and liability insurance defense matters including, products liability, professional liability, employment liability, premises, liability construction liability and environmental liability. She also specialized in all phases of the defense of medical malpractice insurance claims as an associate while at Martin, Magnuson, McCarthy, and Kenney after serving as a Law Clerk to the Justices of the Superior Court of Massachusetts from 2001-2002.

Attorney Sanclemente is a graduate of Suffolk University Lawsuit School (Cum Laude) and Providence College (Magna Cum Laude).


James Horgan is Senior Vice President and Deputy General Counsel of Boston Children’s Hospital and focuses his practice in litigation, patient care and human resources matters. Prior to joining Boston Children’s Hospital, James worked in the Office of General Counsel at the Massachusetts Department of Public Health, in the Trial Division of the Office of the Attorney General and was a Partner in the law firm Hassan, Reardon & Horgan where he primarily represented health care entities and practitioners in employment liability claims and medical negligence claims.

James teaches in a number of roles including as a member of the Teaching Faculty for trial advocacy at Harvard Law School; as a member of the Adjunct Faculty of Suffolk University Law School teaching Employment Law and Labor Law; and on the Adjunct Faculty of Boston College teaching Employment Law to graduate students.



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