Sessions

Educational Sessions by Presenter- P

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

Joe Patten

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.

    • Michael Pavlisin

    Leadership Coaching: Energize Your Career

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

    Michael Pavlisin, , Impact Through Awareness, LLC

  • Bridge the gap between perception and reality of your awareness skills
  • Articulate awareness using reliable assessment tools
  • Identify your functioning sweet spots and blind spots
  • Leverage your impact in leading and resolving claims through higher relational awareness

    • Steven E. Peiper

    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

    • Daniel L. Petrilli

    Appraisal: Tracking the Next Normal

    State Approved CE Credits:FL NC TX

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

    Daniel L. Petrilli, Esq., Partner, Horst Krekstein & Runyon, LLC
    Justin Whedbee, AIC, CCP, Executive General Adjuster, MAS Solutions
    Shawn Woodie, CIC, AIC, AIS, Property Claim Examiner, Erie Insurance Group

  • Evaluate Appraisal demands where there are coverage disputes/partial denials
  • Explore appropriate means and methods for Appraiser/umpire instruction and communication
  • Identify timing, cost and competency considerations relative to post-Appraisal court intervention
  • Address emerging trends following proposed/recently passed legislative changes intended to limit appraiser conduct/umpire selection and potential handling strategies

    • Jennie Philip

    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

    • Baer Philipbar

    Building Inclusive, Diverse, and Equitable Leadership Roles

    Tuesday 3:30 - 4:30

    Trisha Barhorst, VP, PL Claims Property, Nationwide Group
    Jessica Hamilton, SVP Sales & Business Dev., Eberl Claims Service
    Michelle Licht, VP Sales, ALE Solutions
    Baer Philipbar, CPCU, AVP Property Claims Manager, W. R. Berkley Group
    Gina Reyes, VP of Claims, Openly Insurance Company

  • This panel discussion delves into the vital aspects of recognizing women's experience, talent, and acumen as fundamental attributes for leadership roles. Participants will explore strategies for garnering support from board leaders, securing sponsors and advocates, and promoting diversity by including the best diverse women in leadership positions. This discussion also emphasizes the celebration of male allies who contribute to building pipelines for women leaders and highlights the significance of celebrating successful women as role models and advocates. Participants will also examine the importance of equal compensation and learn about opportunities to join women's organizations dedicated to advancing positions, pay, and equal power for all women.

    • Baer Philipbar

    Continuous Underwriting: Building Continuity Between Risk Management & Claims Settlement

    State Approved CE Credits:FL NC

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

    Jeremiah Kiefer, Founder | CEO, Deft Group
    Baer Philipbar, CPCU, AVP Property Claims Manager, W. R. Berkley Group
    Jonathan Williams, PE, Partner, Grindley Williams Engineering

  • Understand how a shift away from underwriting has contributed to challenges with claim settlement
  • Evaluate how claims handling and building science expertise can greatly contribute to closing gaps in coverage
  • Know why it's the carriers obligation to better understand what they are writing in order to stay profitable and relevant (especially in more challenging markets like Florida, Louisiana, Massachusetts, and Illinois)
  • Understand how superior technology helps us align risk management expenditure appetite (or lack thereof) and the capture of pre-loss data to an extent that it will actually move the needle

    • Shannon Pierce

    Commercial Roofing: Damages & Investigations

    State Approved CE Credits:DE FL NC OK TX

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

    Robert Harrell, XCT, Sr. Product Mgr., Ins. Prod., Verisk
    Shannon Pierce, PE, National Practice Leader, Lerch Bates, Inc.

  • Identify common types of commercial roofing systems found in the United States and applicable performance considerations
  • Outline claim investigation procedures and complexities regarding damages to these roofing systems
  • Describe methods for working with contractors and managing varying levels of roof repairs and replacement strategies
  • Explain building code considerations when faced with repairs and replacements

    • Katrina Pitt

    Leveling the Leadership Field for Women

    Monday 3:30 - 5:00

    Katrina Pitt, Property Claims Mgr., Amica Mutual Group
    Jenny Pye, CPCU, AIC, API, Dir.-Comm'l Claims Operations, PILOT
    Lindsay Wood, Sr. Dir.-Quality Improvement, Liberty Mutual Insurance

  • Create strategies to level the leadership field
  • Prioritize flexibility, employee well-being, and diversity, equity, and inclusion (DEI) – all in a day’s work
  • Shift the focus on how you manage

    • Nick Polavin

    Premises Security for Criminal Acts & The Rise in Jury Awards

    State Approved CE Credits:FL NC OK TX

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

    Nick Polavin, PhD, Senior Jury Consultant, IMS Consulting & Expert Svcs.
    Kingshuk K. Roy, JD, Partner, Freeman Mathis & Gary, LLP

  • List the elements of a negligent security claim
  • Identify some of the common legal issues presented by these claims such as questions about foreseeability
  • Develop a plan to investigate these types of claims including what documents to obtain, witnesses to interview, and experts to retain
  • Describe potential coverage and risk transfer issues related to these claims

    • Elizabeth Popkins

    AI Revolutionizing Property Insurance

    State Approved CE Credits:FL NC

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

    Elizabeth Popkins, Vice President, TelaClaims Adjusting
    Christopher Sanders, VP Claims, GeoVera U.S. Insurance Group

  • Understand the current state of AI in the property insurance space
  • Identify potential processing efficiency and accuracy gains
  • Evaluate the benefits and challenges of integrating AI in claims management
  • Understand practical applications and having knowledge of case studies

    • Hunter Powell

    Unifying Stakeholders in the Claims Value Chain

    State Approved CE Credits:FL NC TX

    Tuesday 3:30 - 4:30
    Wednesday 1:30 - 2:30

    Rob Hanson, CCO, Accuserve Solutions
    Hunter Powell, CEO, Accuserve Solutions
    Erica Reed, VP Construction Operations, Elite Claim Solutions

  • Explore the existing pain points and challenges faced by Insurance Carriers, Policyholders, and Contractors in the property claims process
  • Showcase the tangible benefits that arise from unifying stakeholders in the property claims value chain
  • Demonstrate how Accuserve has effectively brought together Insurance Carriers, Policyholders, and Contractors to deliver trusted, timely, and expert-quality solutions

    • Marc Powell

    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

    • Daniel Price

    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

    • David R. Price

    Traumatic Brain Injury: Evaluating Claims

    State Approved CE Credits:FL NH NC TX

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

    David R. Price, Ph.D., President, The Forensic Network
    Robert S. Stickley, JD, Founder, Stickley Law, LLC

  • Describe what constitutes a mild traumatic brain injury, moderate traumatic brain injury, and severe traumatic brain injury
  • Identify what records and documents are needed for appropriate brain injury evaluation
  • Distinguish the prognosis for recovery from mild, moderate, and severe traumatic brain injuries
  • Evaluate the high probability of fraud and malingering in mild traumatic brain injury claims

    • Michael Pritchett

    Mediation Techniques & Strategies that Work

    State Approved CE Credits:FL NH NC OK TX

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

    Michael Pritchett, AIC, Sr. Claims Specialist, Cypress P&C Insurance
    Andy Rock, JD, Partner, The Rock Law Group, P.A.
    Claire Winston, Director-Claims Litigation, GeoVera U.S. Insurance Group

  • Describe optimal strategies to employ when preparing for a mediation
  • Identify qualities that contribute to a successful mediation
  • Demonstrate persuasive presentation techniques to enhance negotiation leverage
  • Evaluate steps to take to conclude mediation with enforceable settlements

    • Gerald Provencher

    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.

    • Rochelle Ptacek

    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

    • Bob Purcell

    Matching: A Guide to the Law & Nuances of Matching

    State Approved CE Credits:DE FL NC OK TX

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

    Brendan L. Labbe, JD, Partner, Sloane and Walsh, LLP
    Bob Purcell, CCP, CPRIA, VP-Property Claims Client Mgr., Munich Re US
    Bernadine Steines, CPCU, AIC, AINS, Property Claims Supervisor, Amica Mutual Group

  • Apply the principle of matching to questions faced during both day-to-day claims handling and unique, complex claims
  • Compare the existence and application of regulations and case law throughout the country
  • Navigate differing policy language to understand courts’ findings of coverage, and no coverage, for matching.
  • Understand the interplay between policy provisions, case law and regulations that underlie the principle of matching

    • Jenny Pye

    Leveling the Leadership Field for Women

    Monday 3:30 - 5:00

    Katrina Pitt, Property Claims Mgr., Amica Mutual Group
    Jenny Pye, CPCU, AIC, API, Dir.-Comm'l Claims Operations, PILOT
    Lindsay Wood, Sr. Dir.-Quality Improvement, Liberty Mutual Insurance

  • Create strategies to level the leadership field
  • Prioritize flexibility, employee well-being, and diversity, equity, and inclusion (DEI) – all in a day’s work
  • Shift the focus on how you manage

    •  


    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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