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Josephine Cicchetti

Josephine Cicchetti

Shareholder

Overview

Jo Cicchetti focuses her practice on the life insurance industry, with an emphasis on emerging securities and regulatory issues. She is engaged in the development of fixed and variable insurance products that target the large case corporate, high net worth, and retirement markets. Jo is active in counseling clients regarding corporate governance, vendor management, auditing, compliance and resolution of regulatory issues connected with investment products.  Her practice also includes privacy, e-commerce and cybersecurity counseling.

Jo brings diverse skills to the firm with experience that includes general corporate, capital raising transactions (public and private), mergers and acquisitions, reinsurance transactions, stable value products, securities regulation ('33, '34 and '40 Act), state insurance regulatory, broker-dealer regulatory, investment company regulation and compliance and best practices review. She has extensive speaking and publication credits, including serving as executive editor of Expect Focus, a quarterly review of developments in the insurance and financial services industry published by Carlton Fields.

Jo is co-chair of the firm's privacy and cybersecurity task force. Prior to the merger of Carlton Fields, P.A. and Jorden Burt LLP, she was chief operating officer and held various practice group leadership positions at Jorden Burt.

Jo also serves as chair of the Insured Retirement Institute’s (IRI) Cybersecurity Task Force.

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Recognition

  • AV Rated by Martindale-Hubbell
  • Member, The Association of Life Insurance Counsel
  • Past Certified Insurance Marketplace Standards Association Assessor

Professional & Community Involvement

  • Member, American Bar Association 
  • Member, International Association of Privacy Professionals (IAPP)
  • Member, Women’s Chamber of Commerce

Speaking Engagements

  • "Disruptive Technologies in the Life Insurance Industry," 36th Annual Advanced ALI CLE Conference on Life Insurance Company Products, Washington (November 9, 2018).
  • “Panel Discussion:  Effect of Tax Reform on COLI/BOLI Market in 2018 and Beyond: Including DAC Change, Reserving Deductions, Mortality Table Change, Reinsurance, BOLI Transfer for Value, NAIC SAPWG, and Other Issues,” National COLI Directors 2018 Meeting, New York (November 8, 2018).
  • “Cybersecurity and Increased Liabilities for Insured Data,” National COLI Directors 2018 Meeting, New York (November 8, 2018).
  • “Protecting Consumers Against Cyber Threats in the Digital Age,” IRI VISION2018 Conference, White Sulphur Springs, WV (September 25, 2018).
  • “Responding to Growing Threats: How the Retirement Income Industry is Fighting to Protect Older Investors,” IRI VISION2018 Conference, White Sulphur Springs, WV (September 25, 2018).
  • “Insurer Cyber Risk: Guarding Your Galaxy,” PCI General Counsel Seminar, Cambridge, MA (September 24, 2018).
  • "The Changing Nature of Cyber Insurance," Reinsurance Association of America (RAA) Re Claims Conference, New York (July 18, 2018).
  • "Cybersecurity," ACLI Compliance & Legal Sections Annual Meeting, White Sulphur Springs, WV (July 12, 2018).
  • "Cybersecurity Update: When the Rubber Hits the Road," IRI ACTION18 Conference, Washington (May 9, 2018).
  • "Securing Health Information: Third Party Risk," Fundamentals of Privacy Law (PLI), New York (December 2017).
  • “Cybersecurity Update: Managing Regulatory Challenges,” IRI Government, Legal and Regulatory Conference, Washington (June 2017).
  • “Enterprise Risk Management and Regulatory Roundtable – Regulatory Priorities and Responses for 2017 and Beyond,” ACI National Advanced Forum on Life Insurance Litigation, Regulatory Enforcement & Enterprise Risk Management, New York (April 19, 2017).
  • Cybersecurity Table-Top Wargame “Breached!” Carlton Fields In-House Counsel Forum, Orlando, FL (March 2017)
  • "Cybersecurity: Managing Third-Party Risk," Product Liability Advisory Council (PLAC) Fall Conference, Colorado Springs, CO (October 6, 2016).
  • Insured Retirement Institute (IRI) Cybersecurity Forum, Washington (July 19, 2016)
  • “Latest Developments in Cybersecurity Risk and Regulation,” Insured Retirement Institute (IRI) Government, Legal & Regulatory Conference, Washington (June 7, 2016)
  • "Enterprise Risk Management and Cybersecurity Risk Mitigation: Best Practices for Life Insurers," ACI National Advanced Forum on Life Insurance Litigation, Regulatory Enforcement & ERM, New York (January 25, 2016)
  • “Breach Preparations Matters and Breach Response,” Client Focus Forum, Denver (October 2015)
  • "IRI Cybersecurity Forum," Insured Retirement Institutes Annual Government, Legal and Regulatory Conference, Washington (July 2015)
  • “Cybersecurity Update: Strategies for Data Breach Prevention and Defending Data Breach Class Actions in the Financial Services Industry” Carlton Fields In-House Counsel Forum, Orlando, FL (March 2015)
  • “Cybersecurity Update: Strategies for Data Breach Prevention and Defending Data Breach Class Actions in the Health Care Industry” Carlton Fields In-House Counsel Forum, Orlando, FL (March 2015)
  • Lecturer, ALI-ABA, ABA and Society of Actuaries programs addressing life insurance product and insurance regulatory issues
  • “Advanced Forum on Key Litigation and Regulatory Issues Impacting the Financial Services Industry,” (December 2012)
  • “Update on Insurance Product Private Placements,” ALI-ABA (November 2011)
  • “Broker-Dealer Networking Arrangements and Regulation D Proposals,” National COLI Directors (November 2007)
  • “Broad-Based Leveraged Corporate Owned Life Insurance – An Emerging Issue; In Defense of COLI,” ABA Conference (April 2005)
  • “Broad-Based Leveraged Corporate Owned Life Insurance – An Emerging Issue; In Defense of COLI,” ABA Conference (March 2004)
  • “The Sarbanes-Oxley Act, Attorney Conduct Rule (Rule 205),” (February 2004)
  • “Variable Insurance Product Compliance: Sarbanes-Oxley Update and Proposed Rule 38a-1,” ALI-ABA (November 2003)
  • Programs of the COLI Directors and the Vail Group (2002)
  • “Complying with the USA Patriot Act in the World of Variable Products,” Association of Home Office Underwriters (November 2002)
  • “The Recent Texas Case Involving Insurable Interest,” COLI Directors (April 2002)
  • “COVLI – Federal Securities Laws and Other Considerations,” COLI Directors Meeting (April 2002)
  • “Insurance for the Wealthy: Private Placement,” Society of Actuaries Spring Meeting (Spring 2001)
  • “Distribution of Insurance Product Private Placements,” ALI-ABA (December 2001)
  • “Group Insurance Product Private Placements: Federal Securities Laws and Other Considerations,” ALI-ABA (October 1997)

Credentials

Education
  • Georgetown University (J.D.)
    •  Associate Editor of The American Criminal Law Review
  • St. Joseph College (B.A.)
    • Trustee Scholar
Bar Admissions
  • District of Columbia
  • Florida

Disclaimer

The information on this website is presented as a service for our clients and Internet users and is not intended to be legal advice, nor should you consider it as such. Although we welcome your inquiries, please keep in mind that merely contacting us will not establish an attorney-client relationship between us. Consequently, you should not convey any confidential information to us until a formal attorney-client relationship has been established. Please remember that electronic correspondence on the internet is not secure and that you should not include sensitive or confidential information in messages. With that in mind, we look forward to hearing from you.