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Jonathan Barger

Property Claim Ethics: Adjusting in Good Faith

State Approved CE Credits:DE FL NH NC OK TX

Monday 3:30 - 5:00
Wednesday 10:30 - 12:00

Jonathan Barger, JD, Partner, Butler Weihmuller Katz Craig
Nanci Smilie, CPCU, AIC, Litigation Specialist, Erie Insurance Group

  • Describe various challenges that claims professionals face when adjusting property claims
  • Identify good faith methods for resolving these challenges
  • Review recent bad faith case law developments
  • Describe how to avoid bad faith dangers in property claim adjustments
  • Trisha Barhorst

    Building Inclusive, Diverse, and Equitable Leadership Roles

    Tuesday 3:30 - 4:30

    Trisha Barhorst, VP, PL Claims Property, Nationwide Group
    Jessica Hamilton, SVP Sales & Business Dev., Eberl Claims Service
    Michelle Licht, VP Sales, ALE Solutions
    Baer Philipbar, CPCU, AVP Property Claims Manager, W. R. Berkley Group
    Gina Reyes, VP of Claims, Openly Insurance Company

  • This panel discussion delves into the vital aspects of recognizing women's experience, talent, and acumen as fundamental attributes for leadership roles. Participants will explore strategies for garnering support from board leaders, securing sponsors and advocates, and promoting diversity by including the best diverse women in leadership positions. This discussion also emphasizes the celebration of male allies who contribute to building pipelines for women leaders and highlights the significance of celebrating successful women as role models and advocates. Participants will also examine the importance of equal compensation and learn about opportunities to join women's organizations dedicated to advancing positions, pay, and equal power for all women.
  • Diane Barnes-Reynolds

    Claims Handling for Iconic Hotels

    State Approved CE Credits:FL NC OK TX

    Tuesday 3:30 - 5:00
    Monday 10:30 - 12:00

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

  • 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.
  • Samuel Baumgartner

    Smoke Chasers, Storm Chasers and PA'S! Oh My!

    State Approved CE Credits:FL NC OK TX

    Monday 1:30 - 3:00
    Wednesday 8:30 - 10:00

    Samuel Baumgartner, JD, Partner, Porteous, Hainkel & Johnson
    Jonathan H. Colman, JD, Partner, Colman Perkins Law Group

  • Identify the most common scenarios driven by questionable public adjusters including an understanding of the "supporting roles"
  • Review current PA schemes, concentrating on specific geographical areas, and how these are expanding to other venues
  • Take a deep dive on extensive hurricane, wildfire and hail loss claims and how public adjusters have fueled multi-million dollars worth of claims
  • Learn about "outside the box" investigative techniques and legal theories to help deter future questionable claims
  • Jeremy Beagle

    Water Loss Investigation: Principles & Methodologies

    State Approved CE Credits:FL NC TX

    Tuesday 10:30 - 12:00
    Wednesday 3:30 - 5:00

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

  • 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
  • Heather Becker

    Art Claims: Disaster Response & Risk Management

    State Approved CE Credits:DE FL NH NC TX

    Tuesday 10:30 - 12:00
    Wednesday 10:30 - 12:00

    Heather Becker, CEO, The Conservation Center

  • 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.
  • Timothy Begley

    Equipment Breakdown & Related Time-Element Issues

    State Approved CE Credits:FL NC

    Monday 1:30 - 3:00
    Tuesday 3:30 - 5:00

    Timothy Begley, CPCU, Director-Claim Account Mgmt., Hartford Steam Boiler
    George Dickover, ACI CPCU, Executive General Adjuster, Selective Insurance Group
    Patrick F. Kelleher, CPA, CFF, VP, Investigative Accounting, Meaden & Moore

  • Describe the potential interplay of Equipment Breakdown and Commercial Property Coverage for a variety of claims scenarios
  • Identify strategies for adjusting a complex claim that involves Equipment Breakdown coverage where both Equipment Breakdown and first-party property policies provide coverage for an insured's loss
  • Evaluate what is covered in Home Systems Protection as compared to the HO policy and from what causes of loss, including apportioned claims
  • Patrick Biggins

    PLRB: Case Law and Hot Topics for Claims Decisions

    State Approved CE Credits:DE FL NC OK TX

    Monday 3:30 - 5:00
    Tuesday 1:30 - 3:00

    Patrick Biggins, JD, Counsel, PLRB
    David Fox, JD, Counsel, PLRB

  • Address issues adjusters are facing today and case law to back it up
  • Explore resources to help adjusters get a handle on emerging coverage issues in real time
  • Develop strategies to apply new case law to coverage decisions
  • Review hypothetical claims scenarios to strengthen adjusters understanding of case law
  • Sherry Bos

    Auto Fraud Investigations: Drive for Results

    State Approved CE Credits:FL NC TX

    Monday 3:30 - 5:00
    Tuesday 3:30 - 5:00

    Sherry Bos, Investigator, Auto-Owners Insurance Group
    Steven R. Jarrett, MBA, CIFI, FCLA, Director/Leader-SIU, Westfield Group

  • Identify the three basic types of auto fraud and develop a plan of action for them
  • Recognize types of misrepresentation and application fraud
  • Describe various types of staged accidents
  • Determine which resources can aid in investigation
  • Steven Bowen

    Climate & Insurance: Risk, Preparation & Mitigation

    State Approved CE Credits:FL NC TX

    Monday 10:30 - 12:00
    Tuesday 3:30 - 5:00

    Steven Bowen, Chief Science Officer, Gallagher Re
    John A. Lee, , Coverage Atty, Meteorologist

  • 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
  • Todd Breton

    Onboarding, Offboarding, and Personal Development Training Today & Tomorrow

    State Approved CE Credits:FL NC

    Tuesday 10:30 - 12:00
    Wednesday 1:30 - 3:00

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

  • Evaluate current onboarding/off-boarding/professional development
  • Investigate virtual and in-person options
  • Anticipate future possibilities (AI, etc.)
  • Kelly Bridgewater

    Complex Contents Adjusting

    State Approved CE Credits:FL NH NC OK TX

    Tuesday 3:30 - 5:00
    Wednesday 8:30 - 10:00

    Kelly Bridgewater, Adjuster Team Lead, Sedgwick
    Ashleigh Hochstettler, AIC, AIM, AINS, Manager - Large Loss Claims, Auto-Owners Insurance Group
    Charles McMartin, Director-Contents Solutions, Sedgwick

  • Understand of the valuation process including the calculation of co-insurance and underlying coverages
  • Address complexity stems from perceived values, unique purchasing habits and hands off nature of the insured
  • Identify “cons” of content claims and how misrepresentation occurs and is overlooked
  • Mike Brode

    PLRB Presents! Tech Challenges & Opportunities

    Tuesday 8:00 - 9:30

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

  • 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.
  • Kenneth Bunn

    Confronting the “Reptile Theory”

    State Approved CE Credits:FL NH NC OK TX

    Tuesday 10:30 - 12:00
    Monday 3:30 - 5:00

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

  • 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
  • Rhonda Burns

    Diversity, Equity & Inclusion

    Tuesday 1:30 - 3:00
    Wednesday 8:30 - 10:00

    Rhonda Burns, Associate Vice President, Nationwide Group

  • Define what Diversity, Equity and Inclusion mean
  • Develop an awareness and understanding of unconscious bias
  • Recognize and address Microagressions
  • Encourage allyship and bystander intervention
  • J. Tyler Butts

    Cyber Coverage & Claims: Recent Trends

    State Approved CE Credits:FL NC

    Tuesday 10:30 - 11:30
    Wednesday 10:30 - 11:30

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

  • 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
  • Allyson C. Byrd

    Accidents: Immediate Steps in the First 48 Hours

    State Approved CE Credits:FL NH NC

    Tuesday 1:30 - 3:00
    Wednesday 10:30 - 12:00

    Allyson C. Byrd, JD, Member, McGlinchey Stafford, PLLC
    Robin Roeder, SVP-Risk Management, Sedgwick

  • Implement polices and guidelines to mitigate costs and exposure in litigation, as well as effectively respond to incidents.
  • Communicate protocols to their employees on responding to incidents.
  • Understand why the recommended investigative tactics are helpful to your company.
  • Consider legal ramifications of a thorough, proper investigation.

    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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