Sessions

Educational Sessions by Presenter- C

A B C D E F G H I J K L M N O P Q R S T U V W Y

Corinne Cable

Time-Limited Demands & Avoiding Nuclear Verdicts

State Approved CE Credits:FL NC

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

Corinne Cable, Associate Corporate Counsel, Brotherhood Mutual Insurance
Clay Crawford, JD, Member, Baker Sterchi Cowden & Rice
Michael Kiernan, Attorney, Partner, Traub Lieberman
John C. Trimble, JD, Partner, Lewis Wagner LLP

  • Discuss the various legal grounds for excess liability that may arise from the failure to adequately or promptly respond to a time-limited demand
  • Delve into issues such as attorney client privilege, getting ready before a time-limited demand is made, and how carriers will respond if a demand is made before it is ready to respond
  • Address the conundrum that occurs when there are a number of competing demands for a policy limit that is not adequate to respond fully to each and every claimant

    • Jorge Campos

    AI Virtual Inspections & Remote Guidance

    State Approved CE Credits:FL NC

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

    Jorge Campos, Managing Director, WBPRO
    Tim Ellis, President, DUX Experts Inc.
    Daniel Price, Managing Principal, Keystone Experts + Engineers

  • Assess AI-driven virtual inspection technology: Transforming industry readiness and efficiency
  • Understand AI varieties, key terminologies, and accessible tools
  • Discover AI in action: Cutting loss scope writing time by over 50%
  • Learn capabilities and procedures of inspection tech: Process flows, 3D floorplans, and data capture sensors
  • Address the effect of virtual inspection technology on claim adjustment

    • Nelson E. Canter

    Preparing for Testimony: Only The Truth

    State Approved CE Credits:FL NC

    Tuesday 8:00 - 9:30
    Wednesday 8:30 - 10:00

    Nelson E. Canter, Esq., Partner, McLaughlin & Stern, LLP
    Demetrius Lambrinos, Esq., Counsel, CounselOne, PC
    Michael Schwartz, AIC AINS RPA, EVP/Secretary & EGA, L.J. Shaw & Company

  • 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

    • Tom Carlson

    Traumatic Incidents: Negative Impact on Claims Professionals & Customers

    State Approved CE Credits:DE FL NC OK TX

    Monday 10:30 - 12:00
    Tuesday 8:00 - 9:30

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

  • 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.

    • Renee Carnuche

    CGL Policy & Work Product Coverage Conundrums

    State Approved CE Credits:FL NC

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

    Renee Carnuche, CPCU CIC SCLA AIC , VP Field Claims II, Erie Insurance Group
    Steven E. Peiper, JD, Shareholder, Vice President, Hurwitz Fine P.C.

  • Explore coverage triggers encountered in work product cases
  • Identify policy coverage issues including property damage, occurrence, work product exclusion, and exceptions to those exclusions
  • Evaluate work product coverage issues and potentially multiple policies/policy periods triggered

    • Thomas Carstens

    Tenant Improvements & Betterments in Commercial Cases

    State Approved CE Credits:DE FL NH NC OK TX

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

    Thomas Carstens, CPCU, Senior Vice President, Crawford & Company
    Seth Jackson, JD, Partner, Zelle LLP
    Kory Stucky, AIC, Property Claims Supervisor, Central Insurance Companies

  • 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

    • Jonathan Caruana

    Introduction to Forensic Accounting & Insurance Fraud

    State Approved CE Credits:FL NC

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

    Jonathan Caruana, Property Reinspection, USAA Group
    John Kleinschmitt, Mgr.-Forensic Advisory Svcs., Sedgwick

  • Explore Forensic Examination: what to look for and at in your investigation
  • Understand the difference between "material misrepresentation" and "fraud
  • Evaluate coverage implications of fraud or material misrepresentation
  • Review fraud statutes and common policy conditions/policy language and determine their impact on your case

    • Chris Casaleggio

    InsurTech & Innovation for the Adjuster

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

    Chris Casaleggio, AIC, AINS, Regional VP, Forensics, The Vertex Companies, LLC
    Patrick Kelahan, Sr. Building & Ins. Consultant, H2M architects + engineers

  • Receive an introduction to Insurtech, and how to get involved in discussed and networking
  • Identify ways to get involved, innovate, identify and solve problems on their respective claims team or at their employer

    • Jeff Cassidy

    Winery Claims: Don't Make Pour Decisions

    State Approved CE Credits:FL NC TX

    Tuesday 8:00 - 9:30
    Wednesday 8:30 - 10:00

    Jeff Cassidy, President, RCF LLC
    Timothy Gillihan, CPA, ABV, CFF, Senior Vice President, J.S. Held LLC
    Jared Greisman, JD, Partner, Kennedys Law LLP

  • 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

    • Ulises Castellon

    Adjusters, Fire Claims & 21st Century Technology

    State Approved CE Credits:DE FL NH NC OK TX

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

    Ulises Castellon, CPCU, RPA, Chief Executive Officer, Fire Cause Analysis
    Rena Strohmeier, MBA, CPCU, AIC, AINS, Supervisor-Claims Property, Wawanesa General Insurance

  • Explore the impact of modern technology and products – including the Internet of Things
  • Evaluate the reliability of your fire experts’ methodology against modern-day professional standards
  • Describe practical tips to effectively manage investigations of fire claims or cases involving emerging products, technologies, and the Internet of Things – “IoT”
  • Assess the implications of the interplay between legal liability issues and the rapid pace of new technology products

    • Michele A. Chapnick

    Hail/Wind Claims: Effective Handling & Coverage

    State Approved CE Credits:DE FL NH NC TX

    Monday 10:30 - 12:00
    Tuesday 8:00 - 9:30

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

  • 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

    • Theresa Chimento

    Adjuster Safety: Disaster Site Safety

    State Approved CE Credits:FL NC OK TX

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

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

  • 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

    • Timothy D. Christ

    Subrogation 2024 Trends and Technology

    State Approved CE Credits:FL NC

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

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

  • 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

    • Patrick D. Cloud

    Motorized Vehicles: Liability & Coverage Issues

    State Approved CE Credits:FL NC

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

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

  • 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

    • James H. Cole

    Unfair Claims Practices: This is Jeopardy!

    State Approved CE Credits:DE FL NH NC OK TX

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

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

  • 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

    • Jonathan H. Colman

    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

    • Amy Cooper

    Rethinking Mentorship for Insurance Excellence

    Wednesday 1:30 - 3:00
    Tuesday 8:00 - 9:30

    Amy Cooper, Founder & CEO, RISE
    Katerina Garavito, President, RISE
    Tandeka Nomvete, Director, External Engagement, Spencer Educational Foundation
    Shannon O'Brien, Vice President, Amica Mutual Group
    Meg Weist, SVP, Chief Claims Officer, EMC Insurance Companies

  • 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

    • Suzanne Cormier

    Catastrophe with Compassion

    State Approved CE Credits:FL NC

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

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

  • 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

    • Bartees Cox

    National Flood Insurance Program (NFIP): Part I

    State Approved CE Credits:FL NH NC OK TX

    Tuesday 8:00 - 12:00

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

  • 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).

    • Bartees Cox

    National Flood Insurance Program (NFIP): Part II

    State Approved CE Credits:FL NH NC OK TX

    Tuesday 1:30 - 5:00

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

  • Review coverages and provisions of all three Standard Flood Insurance Policy forms to assist in fair and accurate claims adjustments
  • Describe the framework of the NFIP program and tools to perform flood policy adjusting duties
  • 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).

    • Clay Crawford

    Time-Limited Demands & Avoiding Nuclear Verdicts

    State Approved CE Credits:FL NC

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

    Corinne Cable, Associate Corporate Counsel, Brotherhood Mutual Insurance
    Clay Crawford, JD, Member, Baker Sterchi Cowden & Rice
    Michael Kiernan, Attorney, Partner, Traub Lieberman
    John C. Trimble, JD, Partner, Lewis Wagner LLP

  • Discuss the various legal grounds for excess liability that may arise from the failure to adequately or promptly respond to a time-limited demand
  • Delve into issues such as attorney client privilege, getting ready before a time-limited demand is made, and how carriers will respond if a demand is made before it is ready to respond
  • Address the conundrum that occurs when there are a number of competing demands for a policy limit that is not adequate to respond fully to each and every claimant

    • Adam Croker

    Collapse: Adjusting Structural Failure Claims

    State Approved CE Credits:DE FL NC TX

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

    Adam Croker, P.E., Senior Engineer, Haag Global, Inc.
    Joe Patten, CPCU, CLU, SCLA, VP Property Claims, Sompo International
    Gerald Provencher, CEO/Executive General Adjuster, Provencher & Company

  • Understand commercial and personal lines coverages and potential policy conditions.
  • Identify common reasons for structural failure.
  • Learn effective cause of loss and extent of damage investigations.
  • Develop effective communication strategies and a good-faith documentation trail.

    •  


    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.



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