Sessions

Educational Sessions by Presenter- G

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

Marc Gaffrey

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

    • Katerina Garavito

    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

    • Tom Garvey

    Period of Restoration in Business Income Losses

    State Approved CE Credits:DE FL NH NC OK TX

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

    Luke Echterling, Sr. Property Claims Consultant, Lockton Companies
    Tom Garvey, CPA, CFE, Sr. Mgr.-Forensic Accounting, Baker Tilly
    Wayne Sowers, CPCU, AIC, Sr. Executive General Adjuster, Sedgwick

  • Describe the issues that often arise when determining the period of restoration
  • Identify actions to take to avoid delays in the period of restoration
  • Evaluate the coverage provided for the period of restoration and the extended period
  • Develop a plan to handle the challenges that arise during the loss period

    • Leonardo Garzon

    Weather Experts in Claims: So Many Perils

    State Approved CE Credits:DE FL NH NC OK TX

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

    Howard Altschule, CEO, Certified Meteorologist, Forensic Weather Consultants
    Leonardo Garzon, PE, Managing Dir.-Latin America, McLarens
    Christine M. Renella, JD, Partner, Zelle LLP

  • Learn about the role of Forensic Meteorologists and how getting reliable site-specific weather reports early in the claims stage can help adjusters conduct a prompt and thorough investigation and help make the proper determination of cause and scope of the loss. Wind speeds, hail sizes, and rainfall amounts can change over short distances and how having accurate, site-specific weather historical information after each event can play major role in the claims resolution process.
  • Learn how engineers and adjusters use metrological data to conduct building envelope, roof, and cause and origin investigations—including the use of 3D Building information Modeling (BIM).
  • Understand the scope of investigate tools available under the “duties after loss” section of an insurance policy and how counsel can assist the adjustment team in discovering the information needed to investigate losses; including inspections, requests for information, proofs of loss, and examinations under oath.
  • Learn how to ensure the quality of the claims investigation will satisfy Daubert’s reliability factors, including: (1) whether the expert’s technique or theory can be or has been tested—that is, whether the expert’s theory can be challenged in some objective sense, or whether it is instead simply a subjective, conclusory approach that cannot reasonably be assessed for reliability; (2) whether the technique or theory has been subject to peer review and publication; (3) the known or potential rate of error of the technique or theory when applied; (4) the existence and maintenance of standards and controls; and (5) whether the technique or theory has been generally accepted in the scientific community.

    • Timothy Gillihan

    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

    • Kenneth R. Gilvary

    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.

    • Gregg Golson

    Soft Skills for Hard Claims Situations

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

    Gregg Golson, CPCU, ACS, AIC, AIM, VP-Program Director, J.S. Held LLC
    E. Holland Howanitz, JD, Partner, Tyson & Mendes

  • Learn how to resolve claims conflicts better
  • Adapt to our industry’s technology and culture changes and stay viable
  • Use empathy to apply good-faith claims handling skills
  • Apply the new skills immediately via posed dilemmas

    • Alicia Gray

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

    State Approved CE Credits:FL NC OK TX

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

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

  • 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

    • Jared Greisman

    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

    • Morgan Griffith

    Earthquake Claims Handling: California Accreditation

    State Approved CE Credits:FL NC OK TX

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

    Douglas Dell, VP & Director, Vale National Training Center
    Dan Dyce, CPCU, RPA, Consultant, Dan Dyce Consulting
    Morgan Griffith, PE, Senior Managing Engineer, Exponent

  • 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

    •  


    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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