Christopher Sanders

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

Christopher Sanders

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

Peter Schifrin

High Exposure Commercial Liability Claims Handling

State Approved CE Credits:FL NC

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

Christopher P. Flanagan, JD, Partner, Wilson Elser
Richard Harer, CFE, CFS, CPI, WCCA, Executive Vice President, Command Investigations, LLC
Peter Schifrin, President, Schifrin, Gagnon & Dickey

Analyze aggressive strategies for mitigating a questionable liability large loss claim

Learn about the identification, investigation, and containment of inflated medical treatment/costs and questionable medical providers

Learn how and why time limit demands are utilized by claimant attorneys and strategies on how to address and counteract them

Recognize the impact litigation financing has and how to mitigate or minimize their “return on investment”

Develop and implement an aggressive claims handling and/or litigation strategy rather than a defensive position

Jonathan Schwartz

Permissive Use in Auto Liability Claims

State Approved CE Credits:FL NC

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

William Hoover, Esq., SCLA, Vice President Property Claims, Skyward Specialty Insurance
Anthony Kassube, SCLA, Casualty Claims Rep., Farm Bureau P&C Group
Jonathan Schwartz, JD, Partner, Freeman Mathis & Gary, LLP

Assess the availability of liability coverage when the driver is unlicensed or the driver's license is suspended or revoked

Identify and resolve coverage issues that arise when the permissive user is an employee and claims to be driving in the course and scope of employment, especially in accidents involving employees driving their personal vehicles

Describe different tests applied by courts for addressing situations in which the use of the vehicle deviated from the initial scope of permission given

Evaluate liability coverage where a third person uses a car via another person who did have permission to use the car

Michael Schwartz

Preparing for Testimony: Only The Truth

State Approved CE Credits:FL NC

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

Nelson E. Canter, Esq., Partner, McLaughlin & Stern, LLP
Demetrius Lambrinos, Esq., Counsel, CounselOne, PC
Michael Schwartz, AIC AINS RPA, EVP/Secretary & EGA, L.J. Shaw & Company

Describe techniques that will make you confident in handling the deposition and/or trial testimony

Learn to spot the “tricks” opposing lawyers use to confuse or trap you

Identify ways to handle yourself to project the best image

Keith Seiffert

Business Income: Establishing Expectations

State Approved CE Credits:FL NH NC OK TX

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

Keith Seiffert, CPA, CFE, Sr. Mgr.-Forensic Accounting, Pario Forensic Accounting
Marcy Sturgill, CSRP, AINS, AIS, Policy Services Manager, Illinois Casualty Company

Effectively explain the purpose and intent of business income coverage

Identify the key to alternative business income calculation methods and the correlation to the financial statements

Establish expectations of all parties involved with the business income loss process

Apply key strategies that lead to successful resolution of business income claims

Jason Shaw

Hail/Wind Claims: Effective Handling & Coverage

State Approved CE Credits:DE FL NH NC TX

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

Michele A. Chapnick, JD, Shareholder, Gregory, Meyer & Chapnick, PC
Jason Shaw, Sr. Tech. Claims Specialist, State Auto Insurance Companies

Identify principal claims handling and coverage issues facing hail and wind claims

Explore specific Policy tools available to adjusters to better investigate and evaluate hail and wind losses

Identify red flags of fraud and distinguish coverage issues from appraisal issues

Utilize case scenarios to analyze unique issues, scenarios for investigation and handling

Troy Shaw

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.

Ray Shelton

Traumatic Incidents: Negative Impact on Claims Professionals & Customers

State Approved CE Credits:DE FL NC OK TX

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

Tom Carlson, Director of Field Claims, North Star Mutual Insurance
Ray Shelton, Ph.D., Dir.-Professional Development, American Academy of Experts

Define traumatic incident exposure, and the negative impact on claims professionals, customers, and the overall claims process.

List specific intervention strategies to use with the distressed, traumatized customer.

Outline strategies to maintain the safety and health of the claim’s professional.

Discuss the organizational approach to managing the negative impact of traumatic incidents.

Sean C. Sica

Property vs Marine: One if by Land, Two if by Sea

State Approved CE Credits:FL NC TX

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

Kathleen Devane, Senior Claims Specialist, Allianz Global Corp. & Spec.
Sean C. Sica, Officer, Meaden & Moore

Understand the various types of policy valuations under a Property policy vs a Marine policy and their similarities

Distinguish which valuations are more likely to cause difficulties including instances where there is a stock loss at a warehouse / retail setting with First Party Property with Business Income Coverage and a Marine Policy with Coverage for the stock

Learn which documents are utilized in a Stock Loss with Property Business Income Coverage vs a Marine Stock Loss

Calculate a final loss amount using an example of a situation where there is an overlap of coverage between the First Party Property and the Marine Policy

Nanci Smilie

Property Claim Ethics: Adjusting in Good Faith

State Approved CE Credits:DE FL NH NC OK TX

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

Jonathan Barger, JD, Partner, Butler Weihmuller Katz Craig
Nanci Smilie, CPCU, AIC, Litigation Specialist, Erie Insurance Group

Describe various challenges that claims professionals face when adjusting property claims

Identify good faith methods for resolving these challenges

Review recent bad faith case law developments

Describe how to avoid bad faith dangers in property claim adjustments

Yarri Soteros

Casualty Case Law Update

State Approved CE Credits:FL NC

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

W. Lane Neilson, JD, Partner, Neilson & Associates, P.A.
Yarri Soteros, Sr. Litigation Examiner, Heritage Insurance

Identify current casualty claim law trends across the nation

Evaluate current issues and improve your abilities to forecast court decisions

Analyze third-party liability factual scenarios

Wayne Sowers

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

Collin J. Spears

The Perils of Under Reporting

State Approved CE Credits:FL NC

Tuesday 8:00 - 9:30
Wednesday 3:30 - 5:00

Collin J. Spears, JD, Partner, Lewis Brisbois

Understand the importance of properly valuing property during the underwriting process

Speak intelligently regarding valuation of property as it relates to inflation, risings supply costs, and supply chain issues.

Create an exposure analysis regarding possible underwriting impacts as a result of under-reporting of valuation.

Craft solutions to under-reporting issues

Bernadine Steines

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

Robert S. Stickley

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

Allison Stock

Dram Shop & Social Host: Excess & Access

State Approved CE Credits:FL NC

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

John A. Donovan III, JD, Senior Partner, Sloane and Walsh, LLP
Allison Stock, PhD, MPH, MS, VP, Environ. Health & Safety, J.S. Held LLC

Strategies for handling dram shop and social host liability claims

Learn how alcohol affects the human body

Coverage issues associated with dram shop and social host liability claims

How toxicologists use science and formulas to help determine the level of intoxication

Rena Strohmeier

Adjusters, Fire Claims & 21st Century Technology

State Approved CE Credits:DE FL NH NC OK TX

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

Ulises Castellon, CPCU, RPA, Chief Executive Officer, Fire Cause Analysis
Rena Strohmeier, MBA, CPCU, AIC, AINS, Supervisor-Claims Property, Wawanesa General Insurance

Explore the impact of modern technology and products – including the Internet of Things

Evaluate the reliability of your fire experts’ methodology against modern-day professional standards

Describe practical tips to effectively manage investigations of fire claims or cases involving emerging products, technologies, and the Internet of Things – “IoT”

Assess the implications of the interplay between legal liability issues and the rapid pace of new technology products

Gene Strother

Onboarding, Offboarding, and Personal Development Training Today & Tomorrow

State Approved CE Credits:FL NC

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

Todd Breton, Program Manager, Hippo Insurance Services
Gene Strother, President of Adjust U, Mid-America Catastrophe Svcs.

Evaluate current onboarding/off-boarding/professional development

Investigate virtual and in-person options

Anticipate future possibilities (AI, etc.)

Kory Stucky

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

DM Studler

Computer Fraud, Funds Transfer Fraud & Social Engineering Losses

State Approved CE Credits:FL NH NC

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

Kirsten Ishikawa, CPCU, ARM, AIC, General Adjuster, Liberty Mutual Insurance
DM Studler, CPA, CFF, MAcc, AFSB, Member, SDC CPAs, LLC

Describe commercial crime coverages, including the Insuring Agreements related to Computer Fraud and Funds Transfer Fraud

Correlate commercial crime coverages and claims processes to Computer Fraud and Funds Transfer Fraud

Survey the newer cyber liability coverages, including the endorsement “Fraudulent Impersonation” also known as Social Engineering

Assess resources to help respond to computer fraud, funds transfer fraud, and fraudulent impersonation

Marcy Sturgill

Business Income: Establishing Expectations

State Approved CE Credits:FL NH NC OK TX

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

Keith Seiffert, CPA, CFE, Sr. Mgr.-Forensic Accounting, Pario Forensic Accounting
Marcy Sturgill, CSRP, AINS, AIS, Policy Services Manager, Illinois Casualty Company

Effectively explain the purpose and intent of business income coverage

Identify the key to alternative business income calculation methods and the correlation to the financial statements

Establish expectations of all parties involved with the business income loss process

Apply key strategies that lead to successful resolution of business income claims

Marcy Sturgill

Nuclear Negotiations for Subrogation Claims

State Approved CE Credits:FL NC TX

Tuesday 8:00 - 9:30
Wednesday 3:30 - 5:00

Ashton T. Kirsch, , Shareholder, Matthiesen, Wickert & Lehrer
Marcy Sturgill, CSRP, AINS, AIS, Policy Services Manager, Illinois Casualty Company

Evaluate subrogation potential and determine when it is economically viable to negotiate, close, or litigate a file

Examine tactics in the successful negotiation of subrogation claims

Negotiate successfully using psychological tactics and subrogation and litigation specific tactics and strategies

Steven Sunzeri

Catastrophe with Compassion

State Approved CE Credits:FL NC

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

Suzanne Cormier, Catastrophe Claims - Team Lead, The Hartford
Steven Sunzeri, Mobile Response Specialist, The Hartford

Balance the competing interests of policy holders’ needs and claims efficiency

Learn, practice, and understand key methods to building rapport in times of high stress

Identify and address the physical and emotional needs of policy holders and staff after a catastrophic event.

Understand diverse customer needs and the value of implementing empathetic business

Neel Sus

PLRB Presents! Tech Challenges & Opportunities

Tuesday 8:00 - 9:30

Mike Brode, VP Meetings & Education, PLRB
Lars Daniel, EnCE, CCO, CCPA, Practice Leader-Digital For., Envista Forensics/AREPA
Tim Havlir, JD, Counsel, PLRB
Neel Sus, CEO, Susco Solutions
Alissha Watley, Sr. Meetings Manager, PLRB

Fitness Wearables and Trucking: Transforming More Than Waistlines
Presented By: Lars Daniel EnCE, CCO, CCPA, CTNS, CTA, CIPTS, CWA, Practice Leader - Digital Forensics, Envista Forensics
The escalating popularity and sophistication of fitness and wearable devices increase their value as a source of digital evidence, as these devices can provide forensic artifacts about when and where something happened, such as a medical event while driving, or to determine the historic sleep quality and duration of a driver as part of a lifestyle analysis.

How Personal Transformation Drives Digital Transformation
Presented By: Neel Sus, CEO & CPO, Susco
This talk will explore how leveraging paradigms in digital transformation can yield massive breakthroughs in personal transformation and vice versa. Topics will include “The Power of Why,” common pitfalls in allocating enough time & money, and defining stakeholder engagement.

What’s the Scenario? with PLRB: Help! They Stole My Facebook Followers!
Presented By:
Tim Havlir, Coverage Counsel, PLRB
Mike Brode, VP Educational and Technical Services, PLRB
Alissha Watley, Sr. Meetings Manager, PLRB
In each episode of PLRB’s new podcast “What’s the Scenario? with PLRB”, the PLRB team addresses a claims or coverage scenario and answers interesting insurance questions. In this live taping, they’ll tackle this scenario: The two head pastors of a megachurch had a falling out. One pastor left to start his own ministry, but just before he did, he changed the megachurch's Facebook password. He now has exclusive control of the account and sole access to the 100k+ followers, so the church filed a theft claim with its first-party insurer. Is this a direct physical loss to the church's property? Are Facebook followers even "property" with any means of valuation? Subscribe anywhere podcasts can be found, or check us out on YouTube.

Matthew Swoboda

National Flood Insurance Program (NFIP): Part I

State Approved CE Credits:FL NH NC OK TX

Tuesday 8:00 - 12:00

Bartees Cox, Insurance Examiner, FEMA
Matthew Swoboda, Insurance Examiner, FEMA
Leesa O'Donnell Tomsett, Branch Chief, FEMA

Describe the framework of the NFIP program and tools to perform flood policy adjusting duties

Evaluate coverages and provisions of all three Standard Flood Insurance Policy forms to assist in fair and accurate claims adjustments

Identify the information, knowledge, and skills to be self-reliant, using the tools developed by the NFIP

Review ways to reduce adjusting errors and help ensure quality adjustment for all policyholders
You must attend the full day of sessions, Parts I & II, to register for or renew a Flood Control Number (FCN).

Matthew Swoboda

National Flood Insurance Program (NFIP): Part II

State Approved CE Credits:FL NH NC OK TX

Tuesday 1:30 - 5:00

Bartees Cox, Insurance Examiner, FEMA
Matthew Swoboda, Insurance Examiner, FEMA
Leesa O'Donnell Tomsett, Branch Chief, FEMA

Review coverages and provisions of all three Standard Flood Insurance Policy forms to assist in fair and accurate claims adjustments

Describe the framework of the NFIP program and tools to perform flood policy adjusting duties

Identify the information, knowledge, and skills to be self-reliant, using the tools developed by the NFIP

Review ways to reduce adjusting errors and help ensure quality adjustment for all policyholders
You must attend the full day of sessions, Parts I & II, to register for or renew a Flood Control Number (FCN).