Executive Forum

Monday, March 18 — 10:00 - 12:00

Mike Brode, VP Meetings & Education, PLRB, Downers Grove, IL
Lars Daniel, EnCE, CCO, CCPA, Practice Leader-Digital For., Envista Forensics/AREPA, Morrisville, NC
Tim Havlir, JD, Counsel, PLRB, Downers Grove, IL
Neel Sus, CEO, Susco Solutions, Harvey, LA
Alissha Watley, Sr. Meetings Manager, PLRB, Downers Grove, IL

Enforcing Policy Conditions

State Approved CE Credits:DE FL NH NC OK TX

Monday, March 18 — 10:30 - 12:00
Tuesday, March 19 — 1:30 - 3:00

Kelly M. Lippincott, JD, Partner, Gordon & Rees, LLP, Alexandria, VA

  • Describe common policy obligations owed by the insured
  • Assess how to enforce policy conditions
  • Determine when an insurer can rely on a breach of a policy condition to deny
  • Identify methods to preserve the insurer's ability to deny coverage if the insured breaches a policy condition
  • Climate & Insurance: Risk, Preparation & Mitigation

    State Approved CE Credits:FL NC TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 3:30 - 5:00

    Steven Bowen, Chief Science Officer, Gallagher Re, Rolling Meadows, IL
    John A. Lee, , Coverage Atty, Meteorologist, Chicago, IL

  • Define the underlying science behind climate change
  • Identify current and potential regional impacts related to climate change
  • Explore efforts by the insurance industry to model and prepare for future impacts
  • Examine insurance industry risk mitigation effort
  • Motorized Vehicles: Liability & Coverage Issues

    State Approved CE Credits:FL NC

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 3:30 - 5:00

    Patrick D. Cloud, JD, Shareholder, Heyl, Royster, Voelker & Allen, Edwardsville, IL

  • Identify the types of policies that may be implicated in these accidents, including policies for off-road vehicle insurance, personal automobile, homeowners, umbrella, commercial general liability, and commercial auto
  • Evaluate the coverages provided by these policies, including whether these accidents trigger the insuring agreements of these policies and whether the accidents otherwise fall within an exclusion
  • Prepare a plan to advance and preserve liability coverage defenses, including the possibility of the appointment of independent counsel
  • Assess the potential implication of uninsured motorist coverage, underinsured motorist coverage, and medical payments coverage
  • Complex Causation Issues in Disputed Property Claims

    State Approved CE Credits:FL NC OK TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 1:30 - 3:00

    John Eggum, JD, Partner, Foran Glennon, Chicago, IL
    Linda King, VP, North America Prop. Claims, Sompo International, Dallas, TX

  • Analyze policy provisions addressing causation, such as anti-concurrent causation provisions and ensuing loss provisions, and trends in how courts have interpreted these provisions
  • Evaluate complex causation issues and problems of proof that can impact outcomes in disputed claims
  • Identify causation-related coverage determinations, from initial investigation to communicating coverage decisions
  • Compare multiple causes, proximate cause, anti-concurrent causation and ensuing/resulting loss causation issues
  • Third-Party Bad Faith Claims: Emerging Issues

    State Approved CE Credits:FL NH NC TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 10:30 - 12:00

    Geoffrey J. Repo, , Partner, Gordon & Rees, LLP, Chicago, IL
    Kevin Willging, JD, Executive Counsel, Travelers Companies, Hunt Valley, MD

  • Spot warning signs of bad faith exposure in third-party contexts
  • Review emerging bad faith issues and trends in the third-party claims
  • Identify warning signs of bad faith "set-ups" by third-party claimants and develop responsive action plans
  • Think Like A Detective: Investigation for Subro

    State Approved CE Credits:FL NC TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 1:30 - 3:00

    Daniel Knott, Sr. Subrogation Claims Adj., Western National Insurance, Edina, MN
    Michael D. O'Donnell, JD, Member, Cozen O'Connor, Philadelphia, PA
    Scott Thompson, AIC, ARC, SCLA, Claims Manager - Recovery, American National P&C Group, Springfield, MO

  • Identify the importance of obtaining information at claim intake (FNOL).
  • Distinguish the tools required to investigate, document and complete the claim.
  • Recognize how claim intake, investigation and documentation impact subrogation.
  • Tenant Improvements & Betterments in Commercial Cases

    State Approved CE Credits:DE FL NH NC OK TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 10:30 - 12:00

    Thomas Carstens, CPCU, Senior Vice President, Crawford & Company, Peachtree Corners, GA
    Seth Jackson, JD, Partner, Zelle LLP, Framingham, MA
    Kory Stucky, AIC, Property Claims Supervisor, Central Insurance Companies, Van Wert, OH

  • Analyze commercial property policies regarding tenant improvements and betterments
  • Identify insurable interests of landlords and tenants
  • Evaluate leases and insurance responsibility for coverage implications
  • Compare legal cases impacting loss adjustment
  • Building Codes: A Critical Look

    State Approved CE Credits:FL NC TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 3:30 - 5:00

    Joey Lang, Chief Operating Officer, Cat Claims Unlimited, St. Petersburg, FL
    Mike Rimoldi, MOA, CBO, CBC, CFM, Senior Project Manager, J.S. Held LLC, Valrico, FL

  • Interpret building codes to apply to various claims
  • Determine which questions to ask when dealing with building code supplements
  • Describe how the FEMA 50% Rule and the Roofing 25% Rule work
  • Determine which building code book and new construction codes apply to a structure and how they interact
  • Hail/Wind Claims: Effective Handling & Coverage

    State Approved CE Credits:DE FL NH NC TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 8:00 - 9:30

    Michele A. Chapnick, JD, Shareholder, Gregory, Meyer & Chapnick, PC, Troy, MI
    Jason Shaw, Sr. Tech. Claims Specialist, State Auto Insurance Companies, Columbus, OH

  • Identify principal claims handling and coverage issues facing hail and wind claims
  • Explore specific Policy tools available to adjusters to better investigate and evaluate hail and wind losses
  • Identify red flags of fraud and distinguish coverage issues from appraisal issues
  • Utilize case scenarios to analyze unique issues, scenarios for investigation and handling
  • Have you Lied Today? (A Unique Ethics Discussion)

    State Approved CE Credits:FL NC

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 1:30 - 3:00

    Jackie Jones, Manager, Property & SIU Claims, Indiana Farm Bureau Insurance, Indianapolis, IN
    Terence Kadlec, PE, VP-Engineering & Specialty, MC Consultants, Inc., Carlsbad, CA

  • Attendees will be challenged to be honest with themselves on why we lie through an ethics-focused session
  • Through interaction with the attendees, the session presenters will bring examples and case studies for discussion, while probing attendees to open up
  • Assess our ethical responsibilities in the workforce and develop tools to correct our actions
  • By the end of the session, we will have an Understanding that we lie, but the fact that we lie doesn't make us bad people
  • Earthquake Claims Handling: California Accreditation

    State Approved CE Credits:FL NC OK TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 3:30 - 5:00

    Douglas Dell, VP & Director, Vale National Training Center, Arlington, TX
    Dan Dyce, CPCU, RPA, Consultant, Dan Dyce Consulting, Sacramento, CA
    Morgan Griffith, PE, Senior Managing Engineer, Exponent, Menlo Park, CA

  • Recognize what earthquake damage looks like in order to complete a full scope of damages
  • Properly use earthquake Shaking Intensity Maps in the analysis of earthquake damage
  • Find and use inspection checklists that will help make sure a thorough inspection of a structure was completed
  • Decide what earthquake damage you can scope on your own and when to involve a technical consultant
  • Minor Auto Accidents: Major Damages

    State Approved CE Credits:FL NC

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 8:00 - 9:30

    Jared Martin, Claims Examiner, American National P&C Group, Glenmont, NY
    Richard I. Woolf, JD, Partner, Baker Sterchi Cowden & Rice, St. Louis, MO

  • Recognize third-party minor accidents/incidents that have the potential to become more significant, and examine how to address them early to avoid exasperation of damages
  • Evaluate minor injury claims and describe positive claims handling in settling those claims early
  • Analyze alleged soft tissue injuries and the viability of certain injuries in low-speed impact accidents
  • Examine damages claims that appear inflated based upon the accident/incident and the disconnect between the accident/incident and the claimed injuries/damages
  • Litigation Harvesting: How MMA Went Away

    State Approved CE Credits:FL NC TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 8:00 - 9:30

    Matthew D. Monson, JD, Managing General Partner, The Monson Law Firm, LLC, Mandeville, LA

  • Describe illegal tactics used by law firms to sign claimants.
  • Develop ways insurers can identify improper litigation harvesting by law firms.
  • Identify ways insurers can report improper litigation harvesting by law firms.
  • Claims Handling for Iconic Hotels

    State Approved CE Credits:FL NC OK TX

    Tuesday, March 19 — 3:30 - 5:00
    Monday, March 18 — 10:30 - 12:00

    Diane Barnes-Reynolds, JD, Managing Partner, Tampa Office, Simon, Reed & Salazar, P.A., Tampa, FL
    Kenneth R. Gilvary, M.S., P.E., Principal Engineer/Owner, Revision Engineering Inc., Tampa, FL
    Tom Jefferies, Senior Vice President, Allcat Claims Service, Rock Hill, SC
    Steven Romero, CPCU, AIC, ARM, Executive Large Loss Spec., ICAT Boulder Claims, Broomfield, CO

  • Identify key issues when handling a large damaged occupied iconic hotel in a disaster zone          
  • Organize and manage claim conditions while separating sudden damage from ongoing conditions
  • Separate multiple causes of damage/loss using appropriate allocation methods
  • Evaluate risk and resolve complicated claim disputes, while maintaining excellent customer service to the insured.
  • Traumatic Incidents: Negative Impact on Claims Professionals & Customers

    State Approved CE Credits:DE FL NC OK TX

    Monday, March 18 — 10:30 - 12:00
    Tuesday, March 19 — 8:00 - 9:30

    Tom Carlson, Director of Field Claims, North Star Mutual Insurance, Cottonwood, MN
    Ray Shelton, Ph.D., Dir.-Professional Development, American Academy of Experts, Hicksville, NY

  • Define traumatic incident exposure, and the negative impact on claims professionals, customers, and the overall claims process.
  • List specific intervention strategies to use with the distressed, traumatized customer.
  • Outline strategies to maintain the safety and health of the claim’s professional.
  • Discuss the organizational approach to managing the negative impact of traumatic incidents.
  •  


    Please join us in Boston for 3 days of sharing how you serve and adapt as an insurance professional in today’s rapidly evolving world:

    • Engage in over 100 innovative educational course selections across 14 learning tracks led by industry professionals serving your quest for know-how in the ever-evolving insurance landscape
    • Forge connections through one of the industry’s largest gatherings of diverse insurance professionals serving as a conduit for networking opportunities
    • Immerse yourself in the Insurance Services Expo interacting with hundreds of leading edge service providers showcasing products and tools to revolutionize service in the insurance industry

    It was my first time, so it was a great time hearing from a lot of different people and experiencing something new.

    I like there are educated speakers who show genuine appreciation and passion for their topics.

    I enjoyed the variety of sessions and the networking promoted within the session. I alsoappreciated the collection of exhibitors that had various ways of engagement.

    The Networking was amazing, but just being able to be together with peers and new friendsagain was so needed!

    I enjoyed meeting other professionals in the business. I also loved the various topics andhearing how other insurance carriers were addressing some of the same issues we encounter.

    The informational sessions were very useful and gave me a lot of great things to bring backwith me.

    The variety of content and the sessions that were interactive. So valuable to learn from otherattendees and how they tackle challenges and issues at their organizations.

    Opportunity to connect with other claim professionals and vendors. Informative & interestingpresentations. Appreciated that a lot of the presentations qualified for CE credit.



    PLRB greatly appreciates the following claims service providers for their outstanding support for the 2024 Claims Conference.

     

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