ExecuSummit Advisory Board


Dan A. Bailey
Member
Bailey Cavalieri LLC


Directors & Officers Insurance ExecuSummit Chair

Dan is a nationally recognized expert regarding directors' and officers' responsibilities, liabilities, indemnification, insurance, and loss prevention. As Chair of Bailey Cavalieri's Directors & Officers Liability Practice Group, he represents and consults with directors and officers, corporations, insurance companies, and law firms across the country. In addition to advising Boards and drafting most of the D&O insurance policies in the market, he has represented clients or served as an expert witness in many of the largest D&O claims for more than 25 years. He is co-author of Liability of Corporate Officers and Directors, a leading treatise on the topic, has published dozens of articles and speaks at more than 20 seminars a year on the subject.

Education:

Ohio State University (J.D., 1978) with honors
Bowling Green State University (B.S. in B.A., 1975) cum laude

Practice Areas:

Directors & Officers Liability and Insurance
Professional Liability and Insurance
Corporate, Securities and General Business
Employment Practices Liability Insurance
Fiduciary Liability Insurance

Bar Admissions:

Ohio

Noteworthy Matters/Cases:

D&O Insurance and Litigation (all aspects)
Drafting insurance policies
Insurance underwriting consultation
Coverage counsel
Directors & Officers representation
National consultant and expert witness on D&O indemnification, insurance and liability issues
D&O training programs

Representations in connection with D&O claims involving:

Adelphia Communications Corp. - AOL - Drexel Burnham Lambert - Dynegy -
Enron Corp. - General Electric - HealthSouth - Lucent - Motorola - Oracle - Philip Morris
Procter & Gamble - Prudential Securities - Qwest Communications International, Inc.
Solomon Brothers - Texaco-Pennzoil litigation - 3Com - TXU - U.S. West
Waste Management - Westinghouse - WorldCom, Inc.- Xerox

Co-author of two-volume treatise, Liability of Corporate Officers and Directors (Seventh Edition, LexisNexisO Matthew Bender Publishing) 2002, and annual supplements


Contributing author: Handbook for Corporate Directors (McGraw-Hill 1985)
Executive Liability Insurance Guide (International Risk Management Institute, Inc.)

Author of numerous articles on D&O liability and insurance.

Author of the following booklets printed by Chubb Group of Insurance Companies:
  • Directors and Officers Securities Litigation Loss Prevention
  • Directors and Officers Liability Loss Prevention
  • Directors and Officers Liability Loss Prevention for Nonprofit Organizations
  • Directors and Officers Liability for Financial Institutions
  • ERISA Fiduciary Liability Loss Prevention
  • Independent Directors Liability Loss Prevention
Author of the following booklets printed by ­National Union Fire Insurance Co.:
  • An Analysis of Directors and Officers ­Liability Exposure for Mid-Sized Corporations
  • An Analysis of Directors and Officers ­Liability Exposure for Nonprofit Organizations
  • The Year 2000 Crisis as a Management Liability Issue: A Practical Guide For Directors and Officers
Speaks nationally on corporate officers' and directors' liability and insurance

Memberships and Community Involvement:

Director: Lutheran Social Services of Central Ohio
             Concord Counseling, Inc.

Member: Columbus, Ohio State and American Bar Associations
              Professional Liability Underwriters Society (PLUS)

Honors/Awards:

Phi Kappa Phi
Beta Gamma Sigma