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Shannon O'Brien

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
  • Barbara O'Donnell

    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
  • Michael D. O'Donnell

    Think Like A Detective: Investigation for Subro

    State Approved CE Credits:FL NC TX

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

    Daniel Knott, Sr. Subrogation Claims Adj., Western National Insurance
    Michael D. O'Donnell, JD, Member, Cozen O'Connor
    Scott Thompson, AIC, ARC, SCLA, Claims Manager - Recovery, American National P&C Group

  • Identify the importance of obtaining information at claim intake (FNOL).
  • Distinguish the tools required to investigate, document and complete the claim.
  • Recognize how claim intake, investigation and documentation impact subrogation.

    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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