National Flood Insurance Program (NFIP): Part I

State Approved CE Credits:FL NH NC OK TX

Tuesday, March 19 — 8:00 - 12:00

Bartees Cox, Insurance Examiner, FEMA, Washington, DC
Matthew Swoboda, Insurance Examiner, FEMA, Washington, DC
Leesa O'Donnell Tomsett, Branch Chief, FEMA, Washington, DC

Describe the framework of the NFIP program and tools to perform flood policy adjusting duties

Evaluate coverages and provisions of all three Standard Flood Insurance Policy forms to assist in fair and accurate claims adjustments

Identify the information, knowledge, and skills to be self-reliant, using the tools developed by the NFIP

Review ways to reduce adjusting errors and help ensure quality adjustment for all policyholders
You must attend the full day of sessions, Parts I & II, to register for or renew a Flood Control Number (FCN).

Permissive Use in Auto Liability Claims

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 8:30 - 10:00

William Hoover, Esq., SCLA, Vice President Property Claims, Skyward Specialty Insurance, Scottsdale, AZ
Anthony Kassube, SCLA, Casualty Claims Rep., Farm Bureau P&C Group, St. Paul, MN
Jonathan Schwartz, JD, Partner, Freeman Mathis & Gary, LLP, Chicago, IL

Assess the availability of liability coverage when the driver is unlicensed or the driver's license is suspended or revoked

Identify and resolve coverage issues that arise when the permissive user is an employee and claims to be driving in the course and scope of employment, especially in accidents involving employees driving their personal vehicles

Describe different tests applied by courts for addressing situations in which the use of the vehicle deviated from the initial scope of permission given

Evaluate liability coverage where a third person uses a car via another person who did have permission to use the car

Reservation of Rights & Declination Letters

State Approved CE Credits:DE FL NH NC OK TX

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 1:30 - 3:00

Charleen Hoskins, Founder, President & CEO, TPAS, LLC, St. Louis, MO
David Jarrett, JD, AVP-Legal Counsel, Western Reserve Group, Wooster, OH

Recognize when a reservation of rights letter is needed

Identify the components and content of a reservation of rights letter

Describe how to deal with the insured’s response to a reservation of rights letter

Analyze the differences and consequences of reservation of rights versus declination letters

Nuclear Negotiations for Subrogation Claims

State Approved CE Credits:FL NC TX

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 3:30 - 5:00

Ashton T. Kirsch, , Shareholder, Matthiesen, Wickert & Lehrer, Hartford, WI
Marcy Sturgill, CSRP, AINS, AIS, Policy Services Manager, Illinois Casualty Company, Rock Island, IL

Evaluate subrogation potential and determine when it is economically viable to negotiate, close, or litigate a file

Examine tactics in the successful negotiation of subrogation claims

Negotiate successfully using psychological tactics and subrogation and litigation specific tactics and strategies

The Perils of Under Reporting

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 3:30 - 5:00

Collin J. Spears, JD, Partner, Lewis Brisbois, New York, NY

Understand the importance of properly valuing property during the underwriting process

Speak intelligently regarding valuation of property as it relates to inflation, risings supply costs, and supply chain issues.

Create an exposure analysis regarding possible underwriting impacts as a result of under-reporting of valuation.

Craft solutions to under-reporting issues

Water Mitigation Challenges & Updates

State Approved CE Credits:DE FL NH NC OK TX

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 10:30 - 12:00

Ed Jones, VP of Education and R&D, Accuserve Solutions, Lorena, TX
Rochelle Ptacek, IICRC ASD WTR AHERA, Process Design Lead Consultant, Allstate Insurance Group, Chandler, AZ

Describe IICRC guidelines and recent updates to S500 guidelines and how they regulate water mitigation activities

List important water damage mitigation basics

Obtain appropriate documentation and ask questions to manage the loss in the mitigation process

Identify common challenges adjusters face with water mitigation claims

Cyber Claims Gone Viral

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 8:30 - 10:00

Jessica Eldridge, SVP & Practice Dir.-Cyber, J.S. Held LLC, North Kingstown, RI
Ryan MacDonald, Associate, Robins Kaplan, LLP, Boston, MA

Learn why a technical evaluation needs to be performed on every cyber loss

Understand the many types of cyber losses

Recognize the many types of cyber losses

Identify the cyber Business Interruption measurements

Off-Site Fabrication: Property/Construction Claims

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 10:30 - 12:00

Carter W. Terry, PE, CWI, Senior Consultant, Rimkus Consulting Group, Inc., Marlborough, MA

Inform participants of the contrasts between off-site fabricated and conventionally wood-framed (i.e., “stick-built”) residential structures and how they might affect property and construction claims

Learn the history of off-site fabrication, specific engineering, and construction variations from conventionally framed buildings

Provide an analysis of off-site fabricated structures from a forensic perspective

Emerging Issues in Property Coverage: Digital Assets

State Approved CE Credits:DE FL NH NC OK TX

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 1:30 - 3:00

Jay A. Johnston, JD, Executive Counsel, Travelers Companies, St. Paul, MN
Craig D. Roswell, Esq., Managing Partner, Niles, Barton & Wilmer, LLP, Baltimore, MD

Describe the underwriting challenges with digital assets, such as virtual currency and non-fungible tokens, and the underwriting appetite for digital asset exposures

Evaluate existing policy wording as it relates to digital assets, such as virtual currency and NFTs

Review recent case law applying existing policy wording to digital assets, such as virtual currency an NFTs

Identify challenges in applying existing wording to digital assets and understand industry attempts to address such property and exposures

Winery Claims: Don't Make Pour Decisions

State Approved CE Credits:FL NC TX

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 8:30 - 10:00

Jeff Cassidy, President, RCF LLC, Elgin, IL
Timothy Gillihan, CPA, ABV, CFF, Senior Vice President, J.S. Held LLC, Oakland, CA
Jared Greisman, JD, Partner, Kennedys Law LLP, New York, NY

Develop enough technical knowledge to understand the nuances of winery losses

Learn tips for handling a large complex loss involving a niche category of loss

Address resolve valuation issues on winery losses by better understanding what stage of process the damaged goods were at time damaged

Review strategies for avoiding the most common mistakes in valuation involving a winery loss

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

Transforming the Claims Process with Innovations in Data

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 1:30 - 3:00

Paul Disney, SVP of Product, itel, Jacksonville, FL

Understand how data is transforming the claims process in P&C insurance and the impact on the industry as a whole.

Learn how to leverage data to improve the user experience and increase efficiency in the claims process.

Discover best practices from industry leaders who have successfully implemented cutting-edge data solutions to transform their claims process.

Science of Settlement: Psychology & Mediation

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 10:30 - 12:00

Anne Kevlin, Esq., Mediator | Arbitrator, Kevlin Mediation PLLC, St. Petersburg, FL
Katherine Koener, Esq., Partner, Kelley Kronenberg, Tampa, FL
Jeff Warner, Mgr.-Comm'l Property Claims, Markel, Woodland Hills, CA

Understand the difference between a "litigation mindset" and a "mediation mindset," and why that difference matters

Understand how to manage extreme emotions of oneself and others during a mediation: anger, frustration, despair, helplessness -- and how to ensure extreme emotions do not derail a negotiated settlement

Create "calibrated questions" during mediations as a more effective alternative to leading questions, or "why" questions

Develop tools to validate the emotions, perspectives, and needs of the other party during mediation to promote resolution

Preparing for Testimony: Only The Truth

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 8:30 - 10:00

Nelson E. Canter, Esq., Partner, McLaughlin & Stern, LLP, New York, NY
Demetrius Lambrinos, Esq., Counsel, CounselOne, PC, Beverly Hills, CA
Michael Schwartz, AIC AINS RPA, EVP/Secretary & EGA, L.J. Shaw & Company, Lombard, IL

Describe techniques that will make you confident in handling the deposition and/or trial testimony

Learn to spot the “tricks” opposing lawyers use to confuse or trap you

Identify ways to handle yourself to project the best image

Casualty Case Law Update

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 1:30 - 3:00

W. Lane Neilson, JD, Partner, Neilson & Associates, P.A., Orlando, FL
Yarri Soteros, Sr. Litigation Examiner, Heritage Insurance, Dania Beach, FL

Identify current casualty claim law trends across the nation

Evaluate current issues and improve your abilities to forecast court decisions

Analyze third-party liability factual scenarios

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

PLRB Presents! Tech Challenges & Opportunities

Tuesday, March 19 — 8:00 - 9:30

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

Fitness Wearables and Trucking: Transforming More Than Waistlines
Presented By: Lars Daniel EnCE, CCO, CCPA, CTNS, CTA, CIPTS, CWA, Practice Leader - Digital Forensics, Envista Forensics
The escalating popularity and sophistication of fitness and wearable devices increase their value as a source of digital evidence, as these devices can provide forensic artifacts about when and where something happened, such as a medical event while driving, or to determine the historic sleep quality and duration of a driver as part of a lifestyle analysis.

How Personal Transformation Drives Digital Transformation
Presented By: Neel Sus, CEO & CPO, Susco
This talk will explore how leveraging paradigms in digital transformation can yield massive breakthroughs in personal transformation and vice versa. Topics will include “The Power of Why,” common pitfalls in allocating enough time & money, and defining stakeholder engagement.

What’s the Scenario? with PLRB: Help! They Stole My Facebook Followers!
Presented By:
Tim Havlir, Coverage Counsel, PLRB
Mike Brode, VP Educational and Technical Services, PLRB
Alissha Watley, Sr. Meetings Manager, PLRB
In each episode of PLRB’s new podcast “What’s the Scenario? with PLRB”, the PLRB team addresses a claims or coverage scenario and answers interesting insurance questions. In this live taping, they’ll tackle this scenario: The two head pastors of a megachurch had a falling out. One pastor left to start his own ministry, but just before he did, he changed the megachurch's Facebook password. He now has exclusive control of the account and sole access to the 100k+ followers, so the church filed a theft claim with its first-party insurer. Is this a direct physical loss to the church's property? Are Facebook followers even "property" with any means of valuation? Subscribe anywhere podcasts can be found, or check us out on YouTube.

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.

Handling Challenging People & Difficult Circumstances

Wednesday, March 20 — 8:30 - 10:00
Tuesday, March 19 — 8:00 - 9:30

Richard Ainsworth, CPCU, AIC, AIM, Sr. Consultant, Equis Consulting, Indianapolis, IN
Tom Meier, Senior Consultant, Equis Consulting, Indianapolis, IN

Recognize the three dysfunctional go-to responses that will result in making the situation worse for you and the insured

Establish a system of boundaries that can help defuse your reaction to conflict

Increase your ability to manage dysfunctional patterns of interaction

Eliminate words that trigger reaction and provoke anger

Rethinking Mentorship for Insurance Excellence

Wednesday, March 20 — 1:30 - 3:00
Tuesday, March 19 — 8:00 - 9:30

Amy Cooper, Founder & CEO, RISE, Dania Beach, FL
Katerina Garavito, President, RISE, Dania Beach, FL
Tandeka Nomvete, Director, External Engagement, Spencer Educational Foundation, Atlanta, GA
Shannon O'Brien, Vice President, Amica Mutual Group, Lincoln, RI
Meg Weist, SVP, Chief Claims Officer, EMC Insurance Companies, Des Moines, IA

gain a comprehensive understanding of the principles and dynamics of reverse mentoring in the insurance industry, exploring how this approach challenges traditional mentorship structures

analyze real-world examples and case studies to recognize how reverse mentoring transforms collaboration within insurance organizations and effectively bridges the digital skills gap in the rapidly evolving industry

examine how reverse mentoring contributes to fostering a culture of innovation in insurance companies, exploring ways in which cross-generational collaboration can lead to creative solutions and adaptability in the face of industry challenges

Build a conduit of insurance talent to fill your own company’s needs in open positions

engage in hands-on, practical learning through the Reverse Speed Mentoring workshop, actively participating in mentor-mentee interactions

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.

Hidden Forces of Litigation

Tuesday, March 19 — 8:00 - 9:00
Wednesday, March 20 — 8:30 - 9:30

William H. McKenzie, IV, JD, Litigation Attorney, Norman Wood Kendrick & Turner, Birmingham, AL

Identify 4 common mistakes and 4 proven tactics in litigation

Describe how jurors' cognitive biases shape how they receive and process information

Explain how creating intentional powerful moments at trial can positively influence juror's emotional decision-making in the defense's favor

Develop strategies to tactically ease tension and promote a favorable atmosphere at trial to disarm nuclear verdicts

Managing & Mitigating Legal Claim Risk: Social Inflation, Legal Funding, & Decision-Makers

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:00
Wednesday, March 20 — 10:30 - 11:30

Patrick Quallich, Counsel, Nationwide Group, Columbus, OH

Gain an in-depth understanding of what social inflation is and why it’s affecting and important in claims management

Achieve detailed appreciation and awareness of Third-Party Litigation Funding and its impact on claim handling

Learn how to identify and effectively combat and mitigate risk in claims handling associated with the proliferation of legal system abuse

Tow & Body Shops: Combating Questionable Invoices

State Approved CE Credits:FL NC TX

Monday, March 18 — 1:30 - 2:30
Tuesday, March 19 — 10:30 - 11:30

Justin Fabella, Esq., Senior Counsel, Travelers Companies, West Bridgewater, MA
Shahan Kapitanyan, JD, Senior Associate, Brand & Tapply, LLC, Wellesley, MA

Identify Questionable and Suspect Charges in Towing/Body Shop Invoices

Learn Techniques to Combat Questionable Towing/Body Shop Invoices

Collaborate with IAs, Appraisers, Field Adjusters, Legal Counsel, and Experts in Challenging Questionable Towing/Body Shop Invoices

Create Internal Protocols and Best Practices in Combatting Questionable Towing/Body Shop Invoices

Cyber Coverage & Claims: Recent Trends

State Approved CE Credits:FL NC

Tuesday, March 19 — 10:30 - 11:30
Wednesday, March 20 — 10:30 - 11:30

J. Tyler Butts, JD, Attorney, Robinson & Cole LLP, Hartford, CT

Understand the different types of product in the marketplace that carriers are issuing to try and cover cyber threats from both a first- and third-party perspective.

Appreciate the different kinds of cyber risks that current exist, and understand how certain policies might respond to those risks.

Acknowledge specific considerations that need to be taken into account when handling cyber claims.

Understand recent caselaw addressing cyber coverage

Confronting the “Reptile Theory”

State Approved CE Credits:FL NH NC OK TX

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

Kenneth Bunn, AIC, VP Claims, Builders Mutual Insurance, Raleigh, NC
JD Keister, JD, Attorney, McAngus Goudelock & Courie, Raleigh, NC

Examine considerations for litigation

Analyze the foundations of the Reptile Theory and the teachings of Ball and Keenan

Compare the various ways plaintiff attorneys are putting the Reptile Theory into action across the country

Identify how to spot the reptile and manage a claim before suit is filed

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

Art Claims: Disaster Response & Risk Management

State Approved CE Credits:DE FL NH NC TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 10:30 - 12:00

Heather Becker, CEO, The Conservation Center, Chicago, IL

Implement the helpful procedures for handling a client's collection in an emergency (basic protocols, stabilization, etc.)

Identify what damage to artworks was a direct result of the loss, as opposed to pre-existing damages.

Communicate with the conservation team after the disaster event.

Explain how damage could have been preemptively minimized for art and heirloom damages.

Contractual Indemnity & Additional Insureds Liability

State Approved CE Credits:DE FL NH NC TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 8:30 - 10:00

John Hanlon, Director of Complex Claims, Kemper Corporation, Charlotte, NC
Dan Kohane, JD, Senior Partner, Hurwitz Fine P.C., Buffalo, NY

Distinguish between an insurer's obligations to those who qualify as additional insureds and those who benefit from contractual indemnity obligations

Evaluate how tenders of defense and indemnity should be made under both policy and trade agreement

Describe the protocols to consider when tenders are received under both insurance policy and contracts

Identify the relevant factors when sending or receiving tenders

Leading Amidst Stress & Burnout: Navigate the Storm

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 3:30 - 5:00

Ryan Matchack, Senior Training Specialist, Grange Insurance, Columbus, OH
Marc Powell, Director of AIA, CRU Group, Hurst, TX

Identify the symptoms of stress: Emotional, Physical, Cognitive, Behavioral

Recognize the causes of stress

Evaluate all aspects of burnout and how they relate to customer service

Successfully cope with, or lessen, stress and burnout with techniques and tools

Business Income: Establishing Expectations

State Approved CE Credits:FL NH NC OK TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 1:30 - 3:00

Keith Seiffert, CPA, CFE, Sr. Mgr.-Forensic Accounting, Pario Forensic Accounting, St. Louis, MO
Marcy Sturgill, CSRP, AINS, AIS, Policy Services Manager, Illinois Casualty Company, Rock Island, IL

Effectively explain the purpose and intent of business income coverage

Identify the key to alternative business income calculation methods and the correlation to the financial statements

Establish expectations of all parties involved with the business income loss process

Apply key strategies that lead to successful resolution of business income claims

Unfair Claims Practices: This is Jeopardy!

State Approved CE Credits:DE FL NH NC OK TX

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

James H. Cole, Esq., Attorney, Marshall Dennehey, P.C., Philadelphia, PA
Jennie Philip, Esq., Sr. Coverage Director, Chubb, Philadelphia, PA

Identify the nuances of the act and how the provisions directly affect day to day claims handling with concrete examples from a property perspective

Effectively explain how policyholders attempt to use violations of the act as evidence of bad faith and how best to avoid potential extra-contractual liability

Describe procedures for file documentation to ensure compliance with the act

Evaluate various positions and ways to handle different scenarios while remaining in compliance with the act

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

Computer Fraud, Funds Transfer Fraud & Social Engineering Losses

State Approved CE Credits:FL NH NC

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 1:30 - 3:00

Kirsten Ishikawa, CPCU, ARM, AIC, General Adjuster, Liberty Mutual Insurance, Plano, TX
DM Studler, CPA, CFF, MAcc, AFSB, Member, SDC CPAs, LLC, Aurora, IL

Describe commercial crime coverages, including the Insuring Agreements related to Computer Fraud and Funds Transfer Fraud

Correlate commercial crime coverages and claims processes to Computer Fraud and Funds Transfer Fraud

Survey the newer cyber liability coverages, including the endorsement “Fraudulent Impersonation” also known as Social Engineering

Assess resources to help respond to computer fraud, funds transfer fraud, and fraudulent impersonation

Residential Kitchen Fires: Decoding Complex Investigations

State Approved CE Credits:DE FL NH NC OK TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 1:30 - 3:00

Grant Allen, Claim Technical Specialist, American Family Insurance, Fishers, IN
Kevin Huelsman, Technical Education Trainer, Alpine Intel, Charlotte, NC
James Mahaney, NE Regional Fire Manager, DONAN, Staten Island, NY
Megan McCarthy, Large Loss Property Manager, American Family Insurance, Warrenton, OR
Christopher Sanders, CPCU, MSIM, AIC, Claim Technical Specialist, American Family Insurance, Madison, WI

Review the Origin and Cause (O&C) Investigation Approach

Learn about additional Resources to Assist in Determination of Component Failure

Determine observations and identifying indicators during the study (NFPA 921 reference to appliance investigations)

Learn to investigating the Range Controls

Catastrophe with Compassion

State Approved CE Credits:FL NC

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 1:30 - 3:00

Suzanne Cormier, Catastrophe Claims - Team Lead, The Hartford, Hartford, CT
Steven Sunzeri, Mobile Response Specialist, The Hartford, Naperville, IL

Balance the competing interests of policy holders’ needs and claims efficiency

Learn, practice, and understand key methods to building rapport in times of high stress

Identify and address the physical and emotional needs of policy holders and staff after a catastrophic event.

Understand diverse customer needs and the value of implementing empathetic business

Adjuster Safety: Disaster Site Safety

State Approved CE Credits:FL NC OK TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 3:30 - 5:00

Theresa Chimento, MPH, Project Director, J.S. Held LLC, New Orleans, LA
Marc Gaffrey, JD, Partner, Hoagland Longo Moran et al, New Brunswick, NJ
Richard Hammond-Moore, General Adjuster, Church Mutual Insurance Group, Merrill, WI

Develop skills to identify hazardous materials

Recognize who should do the testing and write the protocols

Learn what PPE to wear to stay safer on claims with hazardous materials

Understand the legal issues with hazardous materials on claims

Appraisal: Tracking the Next Normal

State Approved CE Credits:FL NC TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 3:30 - 5:00

Daniel L. Petrilli, Esq., Partner, Horst Krekstein & Runyon, LLC, Plymouth Meeting, PA
Justin Whedbee, AIC, CCP, Executive General Adjuster, MAS Solutions, Conroe, TX
Shawn Woodie, CIC, AIC, AIS, Property Claim Examiner, Erie Insurance Group, Erie, PA

Evaluate Appraisal demands where there are coverage disputes/partial denials

Explore appropriate means and methods for Appraiser/umpire instruction and communication

Identify timing, cost and competency considerations relative to post-Appraisal court intervention

Address emerging trends following proposed/recently passed legislative changes intended to limit appraiser conduct/umpire selection and potential handling strategies

Onboarding, Offboarding, and Personal Development Training Today & Tomorrow

State Approved CE Credits:FL NC

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 1:30 - 3:00

Todd Breton, Program Manager, Hippo Insurance Services, Austin, TX
Gene Strother, President of Adjust U, Mid-America Catastrophe Svcs., Grand Prairie, TX

Evaluate current onboarding/off-boarding/professional development

Investigate virtual and in-person options

Anticipate future possibilities (AI, etc.)

Water Loss Investigation: Principles & Methodologies

State Approved CE Credits:FL NC TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 3:30 - 5:00

Jeremy Beagle, CIH, CMC, CMCC, Sr. Principal Scientist, Sdii Global, Tampa, FL

Gain perspective into how to approach the assessment of a convoluted water loss

Learn the importance of collecting and documenting moisture measurements

Highlight the importance of confirming the information provided on receipts and other documents

Understand how laboratory analysis can be beneficial in identifying compounds associated with unknown substances being applied to a surface or area to mimic water damage

Condominium Losses: Navigating Property Damage and Liability

State Approved CE Credits:DE FL NH NC TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 3:30 - 5:00

Yea Ji Lee, Asst. Property Claims Supv., Amica Mutual Group, Lincoln, RI
Christopher M. Reilly, JD, Partner, Sloane and Walsh, LLP, Boston, MA

Highlight nuances of handling first-party and third-party condominium claims under homeowners’/unit owners’ policies

Recognize interplay of condominium association documents, lease agreements, insurance policies, and applicable state laws

Distinguish and allocate responsibilities of parties: owner, tenant, condominium association, multiple insurers, other third parties

Premises Security for Criminal Acts & The Rise in Jury Awards

State Approved CE Credits:FL NC OK TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 1:30 - 3:00

Nick Polavin, PhD, Senior Jury Consultant, IMS Consulting & Expert Svcs., Pensacola, FL
Kingshuk K. Roy, JD, Partner, Freeman Mathis & Gary, LLP, Chicago, IL

List the elements of a negligent security claim

Identify some of the common legal issues presented by these claims such as questions about foreseeability

Develop a plan to investigate these types of claims including what documents to obtain, witnesses to interview, and experts to retain

Describe potential coverage and risk transfer issues related to these claims

Navigating a Large Water Loss: The Plot, The Paradigm, The Puzzle

State Approved CE Credits:FL NC OK TX

Wednesday, March 20 — 10:30 - 12:00
Tuesday, March 19 — 10:30 - 12:00

Jacqui Arnold, FCLS, Sr. Claims Strategies Spec., Liberty Mutual Insurance, Boston, MA
Sarah Friedman, WRT, RRP, OSHA 10, VP-Strategic Marketing, ServiceMaster by Gilmore, Norwood, MA
Alicia Gray, CLMP, AINS, Claims Manager, Fides Insurance Group, Braintree, MA

Identify key milestones of the investigation process involving a variable cast of characters that can be routinely involved in a complex water loss

Understand the importance of good faith claims handling and sound customer service

Recognize the ethical duties of the insurance claims adjuster, Insurance Subro Adjuster, Mitigation Company, and at each stage of the claim’s adjustment process

Property Case Law Developments: Personal Lines

State Approved CE Credits:DE FL NC TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 10:30 - 12:00

Bryce J. Adams, JD, Associate, Bullivant Houser, Portland, OR
Nicholas W. Travis, JD, Partner, Clausen Miller, Tampa, FL

Describe how recent case law impacts claim investigation techniques

Identify key investigative materials and methods to assist in claim evaluation

Practice reasoning skills to apply policy provisions to factual scenarios

Analyze property insurance coverage issues from national and state courts

Subrogation 2024 Trends and Technology

State Approved CE Credits:FL NC

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 1:30 - 3:00

Timothy D. Christ, MBA, Associate Director-Subrogation, CCC Intelligent Solutions, San Antonio, TX

Describe the post-COVID trends related specifically to auto and property claims subrogation

Explore existing and new technologies that improve recovery dollars and cycle time

Determine what current processes they have that can be improved

Develop strategies to compare and increase bottom line results

The Future of Insurance

Tuesday, March 19 — 10:30 - 12:00

Dan Donovan, Head of Customer Success, Shift Technology, Boston, MA
Bryan Falchuk, President & CEO, PLRB, Downers Grove, IL
Andy Hutchinson, CRO, Digital Solutions, Crawford & Company, Peachtree Corners, GA
Jeremiah Kiefer, Founder | CEO, Deft Group, New Orleans, LA

Changing Risks Means New Opportunities for Adjusters Jeremiah Kiefer, The Deft Group The nature and complexities of the exposures we face is changing. That means the nature of claims is changing, but also means the opportunities for claims experts are growing. Jeremiah Kiefer of The Deft Group shares his view of how these changing dynamics mean today’s adjusters can become risk and underwriting experts to help ensure the sustainability of our industry.

What Does Good Look Like When It Comes to Fraud? Dan Donovan, Shift Technologies Fraud is an ever-moving target as those perpetrating it evolve their methods and sophistication. What do the patterns emerging in how fraud plays out and what does that mean for what Good looks like in how we respond to or get ahead of it? Dan Donovan of Shift Technologies shares the insights they see from across the industry and how insurers and claims professionals should think going forward to stay ahead of the problem.

Navigating Increasing Claim Complexity to Make Better Decisions Andy Hutchinson, Crawford & Company Getting the claim to the right person as quickly as possible can be the difference between a typical claim and a high severity situation. As claims get more complex, and the pathways each claim can take spiderweb, can new solutions like AI and Machine Learning change the game by empowering claims professionals to make better decisions, faster? Learn what we can already do now, and where technology will take us going forward.

PLRB Presents! Fostering Industry Connections

Tuesday, March 19 — 10:30 - 12:00

Terence Kadlec, PE, VP-Engineering & Specialty, MC Consultants, Inc., Carlsbad, CA
Mary Anne Medina, Director CTETS, Charles Taylor Engineers/Tech., Lake Mary, FL
Troy Shaw, VP of Customer Excellence, Alacrity Solutions, Fishers, IN

The Three F’s of Solid Leadership
Presented By: Troy Shaw, VP of Customer Experience, Alacrity Solutions
Over his 14 years on the adjusting side of things, Troy has observed a drastic turnover of people and a comfort level with reduced integrity. Furthermore, the workforce has taken such a drastic turn downward, every effort to attract and maintain a productive workforce is paramount. Troy’s experience is that there are 3 F’s that are needed for this to happen: Managers must be Fair… Firm… Friendly!

Connections Beyond the Virtual Arena
Presented By: Mary Anne Medina, Regional Director Business Development, Charles Taylor Engineering Technical Services
The reinvigorated push to establish and grow in person interactions. The need for organizations to support this by enforcing the need of relationships and encouraging in person connections . There is a need to help people understand the importance and the need for in-person human interactions. In all of the insurance industry processes, keeping the need to provide what AI and expeditiously speeding up the claims handling and other related processes cannot provide; empathy, ethics, human attentiveness and the ability to connect.

The Power of Authenticity
Presented By: Terence Kadlec, P.E., Vice President Engineering & Specialty Services, MC Consultants, Inc.
“We often underestimate the value and power of authenticity in who we are personally, and professionally. How we are perceived by others hinges on who we are to the core, how we maintain ourselves as people, and how we present ourselves to others.” In this talk, Terence Kadlec will explore integrity, character, and credibility in the context of his experience as a subject matter expert.