5th Annual Tax Liability Insurance ExecuSummit
October 7 & 8, 2026
Mohegan Sun Hotel & Convention Center, Uncasville, CT
2026 - 5th Annual Tax Liability Insurance ExecuSummit Topics & Presenters:
State of Market
Moderator/Panelist: Justin Pierce Berutich
Executive Director – Head of Tax
Euclid Transactional, LLC
Rishi K. Sodhi
Partner
Foley & Lardner LLP
Michael Saitta
Head of Tax Insurance
Berkshire Hathaway Specialty Insurance
Mark G. McTigue
Managing Director
Tax Insurance Specialist
Marsh Specialty
Marsh USA LLC
Jordan Tamchin,
Executive Vice President, Tax Insurance Practice Leader
CAC
Tax Credit Insurance 2.0 - Renewable Energy Credits
Moderator: Alan Cordova
VP Strategy & Partnerships
Empact Technologies
Harry Ballan
Dorian Hunt
Partner
Leo Berwick
Ben Furtick
Senior Tax Insurance Underwriter
Certa Insurance Partners
David Hanno
Director
Birch Risk Advisors
Global and Cross Border Tax Insurance
Chris Waddington
Managing Director, Head of Tax (International)
Euclid Transactional
Joan Hortalà
Partner
Cuatrecasas
Rachel Hine
Tax Insurance Director
Certa Insurance Partners
Lee Zoeller
Managing Director, Head of Ta
xAlliant Insurance Services, Inc.
What is Going on With the IRS?
Moderator: Robert C. Morris
Co-Head of Tax, United States
Norton Rose Fulbright US LLP
Harry Ballan
Seth Buchwald
Counsel
Alston & Bird
Daniel Berger
Managing Director, Head of Tax Insurance
Lockton Companies
Underwriting in Imperfect Information Environments
Moderator: Michael Haun
Partner, Tax Department
Paul Hastings
Ivan Milan
SVP, Tax Underwriter
Euclid Transactional, LLC
Heather Eskey
SVP, Tax Americas, Transactional Liability
Mosaic
Caitlin O’Riordan
Senior Vice President, Tax
Ethos Specialty
Jeffrey Korenblatt
Partner
Norton Rose Fulbright US LLP
Claims Deep Dive – Lessons Learned in Practice
Scott A. Harty
Partner
Alston & Bird
Brian Hamano
Partner
DLA Piper LLP (US)
Rose Kenerson
Associate General Counsel and Managing Director, Claims
Euclid Transactional, LLC
Canadian Tax Risks
Moderator/Panelist: Devorah Pomerantz, JD, LLM
Divisional Senior Vice President – Mergers & Acquisitions Liability Division
Great American Insurance Group
Kristy J. Balkwill
Senior Vice President – Tax Insurance Specialist,
Marsh Specialty
Marsh
Barry Segal
Partner
Norton Rose Fulbright Canada LLP
Kathryn S. Walker
Partner
Miller Thomson LLP
Gurjit Nahal
Vice President, Aon M&A and Transaction Solutions - Tax
Aon
State and Local Risks
Robert Goodreau
Head of Tax
Archer Transactional
Zachary M. Nolan
Senior Vice President, Aon Transaction Solutions
Aon
Lynn A. Gandhi
Partner
Foley & Lardner LLP
Jan Skidds
Partner
Leo Berwick
Qualified Small Business Stock Exits, Rollovers and Stacking
Yoni Tammam
Vice President
CAC
Joe Volk
Partner
Leo Berwick
Doug Brody
President, Symphony Tax
Symphony Risk Solutions
Valuing the Risk: Navigating Valuation Coverage in Tax Liability Insurance
Philip J. Antoon
Senior Managing Director
Ankura
Bryce Pressentin
MD, Tax Underwriter
Euclid Transactional, LLC
Austin Cahill
Managing Partner
Castle Harbour
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Agenda includes all topics, presenters, hotel, and registration information.