Sessions

Educational Sessions by Presenter- J

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

Seth Jackson

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

    • David James

    Exterior & Interior Estimating and Scoping

    State Approved CE Credits:FL NC TX

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

    Jay Dykstra, Technical Education Manager, Alpine Intel
    David James, XCT, CXAT, PTC 1, Training Manager, Administrative Strategies, LLC

  • Discuss claimed damages and what is covered vs not covered
  • Review methods in completing an accurate scope
  • Learn estimating techniques within industry estimating software

    • David Jarrett

    Reservation of Rights & Declination Letters

    State Approved CE Credits:DE FL NH NC OK TX

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

    Charleen Hoskins, Founder, President & CEO, TPAS, LLC
    David Jarrett, JD, AVP-Legal Counsel, Western Reserve Group

  • 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

    • Steven R. Jarrett

    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

    • Tom Jefferies

    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.

    • Jay A. Johnston

    Emerging Issues in Property Coverage: Digital Assets

    State Approved CE Credits:DE FL NH NC OK TX

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

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

  • 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

    • Ed Jones

    Water Mitigation Challenges & Updates

    State Approved CE Credits:DE FL NH NC OK TX

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

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

  • 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

    • Jackie Jones

    Have you Lied Today? (A Unique Ethics Discussion)

    State Approved CE Credits:FL NC

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

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

  • 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

    •  


    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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