Kathy primarily practices in the areas of employee benefits, public pension, insurance, cannabis and other regulatory matters. She routinely represents and counsels clients in their dealings with Arizona regulatory agencies, including the Arizona Department of Insurance and the Arizona Department of Health Services. She counsels clients in connection with compliance matters under the Patient Protection and Affordable Care Act (PPACA), The Health Insurance Portability and Accountability Act (HIPAA), the Employee Retirement Income Security Act (ERISA), Medical and Adult Use Marijuana and related state and federal regulations.
Kathy routinely speaks on insurance regulatory, PPACA, ERISA, and HIPAA topics. In 1997, Kathy was presented the Schrader Nelson Publication Award by the Insurance Regulatory Examiners Society for her article addressing confidentiality in the market conduct examination process.
Kathy represents a variety of interests in the insurance and employee benefits industries, including insurance companies, health care services organizations (HMOs), medical providers, third party administrators, self-funded plan sponsors, excess loss and reinsurance companies, utilization management firms, managing general underwriters, captive insurers, and prescription benefit management firms. Her clients include municipalities and other public entities in connection to public pension issues and disputes. She also serves as an expert witness in insurance regulatory and employee benefit matters, including excess/stop-loss disputes.
Kathy also assists medical marijuana and adult use marijuana clients in connection with license application preparation, regulatory review and analysis, audits and investigations, for-profit conversions, drafting and negotiating management and other vendor service agreements, and permissible license transfer(s). This area of the law is particularly fluid and selecting counsel that is familiar with the laws, regulators and practical aspects of operating dispensaries, cultivation facilities, packaging facilities, and testing labs is critical to ongoing success and regulatory compliance.
Kathy formerly served on the Boards of Directors for a life insurance company, a property and casualty insurance company, an offshore captive life reinsurer and a motor vehicle service company. She is a member of the International Foundation of Employee Benefit Plans and the Insurance Regulatory Examiners Society. She is a member of the Federation of Regulatory Counsel, where she formerly served on the Board of Directors and continues to serve on the Admissions Committee.