International Society of Primerus Law Firms

The PDI Convocation is an annual event where you will be able to network with Primerus™ members and clients alike while earning continuing education credits in your field. The program will feature thought leaders, experienced insurance coverage and defense attorneys, risk managers, and in-house counsel who will share their extensive knowledge related to Productive Planning & the Future of the Law and help you excel in your role as a strategic decision maker for your company. Topics include: Employment Law; Insurance Coverage; Pre-Trial Evaluation: When Should It Be Addressed, What Should Be Addressed, and In What Form; Cyber Attacks/Data Breaches; and What Does the Law Firm Look Like in 5 Years and What Are Clients Looking For?

Don’t miss the opportunity to re-connect with those you know and reach out to potential new referral resources.

April 20-23, 2023

Isle of Palms, South Carolina

The Wild Dunes Resort

Member – $2,099
Second Member – $1,799
Member Spouse/Guest – $1,099
Client – $2,099
Client Spouse/Guest – $1,099

Please note the hotel deadline is March 19th.

Agenda
Thursday, April 20th
1:00 – 3:00 pm PDI Members Only Meeting
2:30 – 3:00 pm PCRI and Client Only Meeting
3:00 – 5:00 pm Beach Sweep with South Carolina Aquarium – Wild Dunes Beachfront
6:30 – 8:30 pm Cocktail Reception and Heavy Hors d’Oeuvres
Friday, April 21st
7:30 – 8:30 am Breakfast for Seminar Attendees
8:30 – 9:30 am Spouse/Guest Breakfast 
8:45 – 9:15 am President’s Remarks
John C. “Jack” Buchanan – Primerus™ President and Founder (Grand Rapids, Michigan)
9:15 – 9:40 am Attendee Introductions and Introduction of CLE Program
9:45 – 10:45 am Insurance Coverage Topic
10:45 – 11:00 am Break
11:00 am – Noon Employment Law Matter
Noon – 1:00 pm Lunch
1:00 – 5:00 pm The Links Golf Course
1:00 – 5:00 pm Sweetgrass Basket Weaving Workshop
1:30 – 4:00 pm Pickleball Clinic and Tournament
6:30 – 9:00 pm Cocktails and Dinner
Saturday, April 22nd
7:30 – 8:30 am Breakfast for Seminar Attendees
8:30 – 9:30 am Pre-Trial Evaluation: When Should It Be Addressed; What Should Be Addressed; and In What Form
9:30 – 9:45 am Break
9:45 – 10:45 am Cyber Attacks/Data Breaches
10:45 – 11:00 am Break
11:00 am – Noon What Does The Law Firm Look Like In 5 Years And What Are Clients Looking For
Noon – 1:00 pm Lunch on your own
12:45 – 4:30 pm Savor the Flavors of Charleston Tour
1:00 – 5:00 pm The Harbor Golf Course
1:15 – 4:45 pm Isle of Palms Kayak Expedition
6:30 – 9:00 pm Cocktails & Dinner
Speaker
Paul Zimmerman

Paul Zimmerman is a recovering litigator who practiced law for 23 years, most recently at Christian & Small LLP (2008-2021). During that time, Paul’s practice included litigation relating to data breaches, covenants not to compete, trade secrets, commercial and complex litigation, as well as product liability, and business break ups. He led the Firm’s Electronic Discovery Practice, was a member of the Firm’s Cyber Liability Group, and frequently advised the Firm’s clients regarding litigation holds, electronic discovery, records retention, and data privacy and security. In 2021, Paul obtained his Masters in Management Information Systems (with an emphasis in cybersecurity management) from UAB. He then earned his GIAC Battlefield Forensics and Acquisitions and GIAC Advanced Smartphone Forensics certifications, and is a member of GIAC’s Advisory Board. Paul now operates Invenius Digital Forensics, LLC, assisting clients with digital forensic and E-discovery matters.

Leisure Activities


Sweetgrass Basket Weaving Workshop
Friday, April 21st
1:00pm start/5:00pm end
12 spots – $140 each

Join local artisan Sarah Edwards-Hammond for in-depth instruction on sweetgrass basketry which has been an integral part of the Lowcountry’s Gullah Geechee community since the 17th century. Edwards-Hammond comes from a long line of basket makers and has passed down the tradition to her family and others in the community. Edwards-Hammond will share a brief history on the artisanal craft of basket making. Participants will then spend the remainder of the class making their own basket guided by Edwards-Hammond. Come learn about an extraordinary craft that has been a staple of culture, art, and history in Charleston for centuries. All materials and instruction will be provided.


Pickle Ball Clinic and Tournament
Friday, April 21st
1:30pm start/4:00pm end
24 spots – $50 each

All levels are welcome to play! Learn the rules and basics of Pickleball during the instructional 1-hour clinic led by on-site Pickleball “Pros”. Then use the skills you learned to participate in a friendly round robin tournament! Snacks and refreshments will be provided.


Golf
Friday, April 21st
Tee Times: 1:00pm, 1:10pm, 1:20pm
12 slots – $189 each (cart included)
Rental clubs are $60 per set and there are no rental shoes available.

The Links Golf Course was Tom Fazio’s first. Today, it’s still among his favorites – and he’s not the only one. From the rustling palms lining lush, rolling fairways to a finishing hole overlooking the glistening Atlantic Ocean, the Links Course is South Carolina golf at its finest.

Practice facilities are located across from the Links Clubhouse and include a driving range, chipping area and putting green.



Savor the Flavors of Charleston Tour
Saturday, April 22nd
12:45pm departure/4:30pm return
28 spots – $130 each

Join us on the Savors the Flavors Tour as we walk, talk and taste our way through Charleston. This 2.5-hour Charleston Food Tour will immerse you in the history and culture of the Lowcountry. Discover how the unique cuisine has evolved over the past 300+ years while sampling delicious specialties from local eateries, markets, bakeries, restaurants, and culinary landmarks. At each location, our guests are served a Southern appetizer favorite – no need to eat lunch beforehand! This interactive tour includes multiple stops that will reflect the international and regional flavor that is part of the fabric of this port city.


Isle of Palms Kayak Expedition
Saturday, April 22nd
1:15pm departure/4:45pm return
14 spots – $120 each

Participants will leave from the Isle of Palms Marina and kayak on Morgan Creek, which meanders through a rich salt marsh estuary dotted with small verdant hammock islands. Morgan Creek and the connecting estuaries give you the opportunity to immerse yourself in the beauty of the Isle of Palms. The quiet rhythm of the kayaks will recalibrate your mind and remind you why the Lowcountry is one of the most attractive destinations in the world. Once we paddle away from the marina into Morgan Creek, you’ll be surrounded by the marsh grass, shore birds and the natural beauty of the Lowcountry. Dolphins, sea turtles, pelicans, egrets, herons and more await your arrival.

• Kayak Tour Duration: 3 hours – includes instruction, prep and on-water time
• Activity Level: Participants will kayak on a guided expedition that has been timed with the tides for an enjoyable trip.
• What to wear: Shoes that will stay on your feet, a hat, synthetic clothing (it will dry faster than cotton), sunscreen. During cooler weather, dress in layers.
• Drinking water provided


Golf
Saturday, April 22nd
Tee Times: 1:00pm, 1:10pm, 1:20pm
12 slots – $99 each (cart included)
Rental clubs are $60 per set and there are no rental shoes available.

Designed by Tom Fazio, the Harbor Golf Course is known for its challenging design and beautiful views, and most of all, water. From lagoons and salt marshes to the Intracoastal Waterway, this varied golf course in Charleston, South Carolina will test all aspects of your game.

This is the more challenging golf course at Wild Dunes.

Practice facilities are located across from The Links clubhouse and include a driving range, chipping area and putting green.

Questions?

Contact Katie Bundyra at kbundyra@primerus.com or 616.454.9939

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