Sessions

Educational Sessions by Presenter- M

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

Ryan MacDonald

Cyber Claims Gone Viral

State Approved CE Credits:FL NC

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

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

  • 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

    • James Mahaney

    Residential Kitchen Fires: Decoding Complex Investigations

    State Approved CE Credits:DE FL NH NC OK TX

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

    Grant Allen, Claim Technical Specialist, American Family Insurance
    Kevin Huelsman, Technical Education Trainer, Alpine Intel
    James Mahaney, NE Regional Fire Manager, DONAN
    Megan McCarthy, Large Loss Property Manager, American Family Insurance
    Christopher Sanders, CPCU, MSIM, AIC, Claim Technical Specialist, American Family Insurance

  • 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

    • Mark Majewski

    Household Calamities: Subrogation of Everyday Things

    State Approved CE Credits:FL NC

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

    Mark Majewski, PhD, PE, Principal Consultant, Envista Forensics/AREPA
    Dan Nucci, CSRP, Operations Manager, Hanover Insurance Group
    Shannon Warren, JD, Member, Cozen O'Connor

  • Develop an understanding of common failure modes for appliances, everyday consumer electronics and household goods leading to a loss event with significant damages from a variety of perils.
  • Understand how a subrogation investigation proceeds from loss event to recovery. Appreciate the communication and teamwork required to assess subrogation potential, preserve evidence through a chain of custody and ultimately recover claim dollars paid. This will include explanation of the scientific method, the application of NFPA 921 and other standards as well as common product liability and tort recovery theories.
  • Recognize the legal hurdles in domestic and international product liability subrogation and litigation, including knowing when to abandon pursuit. Assess nodes within the chain of commerce causing or contributing to the product failure loss, including offshore manufacturing, distributors, component manufacturers and retailers.
  • Witness examples of failure scenarios using exemplar household products and consumer electronics that have precipitated fire and water damages to property. Case studies to be developed to illustrate concepts above.

    • Jared Martin

    Minor Auto Accidents: Major Damages

    State Approved CE Credits:FL NC

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

    Jared Martin, Claims Examiner, American National P&C Group
    Richard I. Woolf, JD, Partner, Baker Sterchi Cowden & Rice

  • 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

    • Larry Mason

    Litigation Strategies: Outside Counsel

    State Approved CE Credits:FL NC TX

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

    Larry Mason, Esq., Partner, Goldberg Segalla, LLP
    Crystal Uebelher, JD, CPCU, AIC, AIM, Div. AVP-Corp. Claim Practices, Great American P&C Group

  • Develop improved claims handling skills for claims adjusters who manage litigated first and third party claims
  • Identify strategies for building and maintaining a positive and productive relationship with outside coverage counsel and underlying defense counsel
  • Explore remedies available to insurers when problems develop with outside coverage counsel and underlying defense counsel

    • Ryan Matchack

    Leading Amidst Stress & Burnout: Navigate the Storm

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

    Ryan Matchack, Senior Training Specialist, Grange Insurance
    Marc Powell, Director of AIA, CRU Group

  • 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

    • Alex Mavrelis

    Large Multifamily Structural Water Losses

    State Approved CE Credits:FL NC

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

    Alex Mavrelis, IH & IEQ Practice Director, Gallagher Bassett Tech. Svcs.
    Joseph Riley, , General Adjuster, Gallagher Bassett Tech. Svcs.
    Donald Rondy, Senior Project Professional, Gallagher Bassett Tech. Svcs.

  • Understand the Stages of the Assessment and Restoration Process – discussion of the roles of the various parties, avoiding conflicts of interest, and the terms and conditions of water losses
  • Review Restoration Project Oversight and Clearance Inspections – driving the restoration process through rapid response, repeated assessments and mapping, area by area clearance, and cooperation between consultants and contractors in order to reduce overall project costs
  • Learn about Water Loss Project Documentation – compiling the moisture mapping, field and photographic documentation, dates and timelines, testing results, and clearance criteria into a single deliverable

    • Joel Maxwell

    Multiple Claimants & Insufficient Policy Limits

    State Approved CE Credits:FL NC

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

    Joel Maxwell, Member, Cozen O'Connor
    Kevin Willging, JD, Executive Counsel, Travelers Companies

  • Describe the issues involved where multiple claimants seek compensation under a policy or policies with insufficient limit
  • Survey the statutes and cases that may apply to multiple claimants or multiple insureds with insufficient limits
  • Identify hot spots and predicaments that pose potential exposure to bad faith liability because of insufficient limits
  • Develop practical approaches to handling claims in situations presenting insufficient limits

    • Alexandria May

    Extra Expense: Time Element Claims

    State Approved CE Credits:FL NH NC TX

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

    Alexandria May, CPA, VP, Investigative Accounting, Meaden & Moore

  • Identify the extra expense concepts based on the customary insuring agreements
  • Examine the potential challenges of Extra Expenses and loss mitigation verification
  • Evaluate the application of expense to reduce, pure extra expenses, increased cost of working, and expediting expenses
  • Explore examples of extra expenses and the interplay with the business income loss

    • Megan McCarthy

    Residential Kitchen Fires: Decoding Complex Investigations

    State Approved CE Credits:DE FL NH NC OK TX

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

    Grant Allen, Claim Technical Specialist, American Family Insurance
    Kevin Huelsman, Technical Education Trainer, Alpine Intel
    James Mahaney, NE Regional Fire Manager, DONAN
    Megan McCarthy, Large Loss Property Manager, American Family Insurance
    Christopher Sanders, CPCU, MSIM, AIC, Claim Technical Specialist, American Family Insurance

  • 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

    • William H. McKenzie, IV

    Hidden Forces of Litigation

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

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

  • 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

    • John McLaughlin

    Homeowners' Claims: Sticky Issues Facing Adjusters

    State Approved CE Credits:DE FL NC TX

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

    John McLaughlin, AIC, Sr. Claims Specialist, Choice Solutions Services
    Michael T. Ryan, JD, Partner, Merry, Farnen & Ryan, P.C.

  • Understand residency and its impact upon coverage
  • Discover the scope of worldwide contents coverage
  • Determine when appraisal is appropriate
  • Discern what constitutes an "other structure"

    • Charles McMartin

    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

    • Sarannah McMurtry

    Claims File Materials: Limiting Their Discovery

    State Approved CE Credits:FL NC TX

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

    Sarannah McMurtry, SVP, General Counsel, First Acceptance Insurance
    Barbara O'Donnell, JD, Attorney, McAngus Goudelock & Courie

  • Examine various approaches undertaken by courts to resolve disputes as to the discoverability and admissibility of claim file materials, and to determine whether certain materials may or may not be privileged work product
  • Evaluate proactive measures to employ to shield sensitive claim file materials from disclosure to plaintiffs’ counsel
  • Describe the limited application of the work product privilege against disclosing claim file material
  • Identify potential privilege waiver consequences stemming from the delegation of certain claim investigation obligations to outside counsel

    • Mary Anne Medina

    PLRB Presents! Fostering Industry Connections

    Tuesday 10:30 - 12:00

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

  • 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.

    • Tom Meier

    Handling Challenging People & Difficult Circumstances

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

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

  • 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

    • Matthew D. Monson

    Litigation Harvesting: How MMA Went Away

    State Approved CE Credits:FL NC TX

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

    Matthew D. Monson, JD, Managing General Partner, The Monson Law Firm, LLC

  • 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.

    • John Mumford

    Garage & Business Auto Policies: Coverage Issues

    State Approved CE Credits:FL NC TX

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

    Eric Friedemann, Counsel, PLRB
    John Mumford, JD, Partner, Hancock Daniel

  • Identify the most frequently-encountered coverage issues arising under liability, physical damage, and garagekeepers coverages
  • Describe important issues in definitions, insuring agreements, exclusions, limits of liability and other insurance provision
  • Learn who are "insureds" under various coverages
  • Describe recent court decisions and trends in the law with respect to these provisions of the personal and business auto policies

    • John Mumford

    Inventing Coverage: Intentional Acts Pled As Negligence

    State Approved CE Credits:FL NC

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

    Regina DePumpo, VP-Claims, Great American P&C Group
    John Mumford, JD, Partner, Hancock Daniel

  • Analyze the duty to defend when an intentional act is pled as negligence, including those situations where there are alternative counts (e.g. battery and negligence) and where an intentional act might be covered
  • Assess the impact of a criminal plea or conviction on coverage where an otherwise intentional act is pled as negligence in a subsequent liability suit
  • Conduct an investigation into an intentional acts claim, including how to discover sources of information from law enforcement and other officials investigating the incident
  • Adjust an intentional acts claim pled as negligence in context of settlement negotiations, mediations, and trial

    •  


    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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