Share This Follow @PLRBConf

Adjuster Efficiencies: Tap that App

Curriculum: Technology

State Approved CE Credits: FL NC

Monday, April 04 — 1:30 - 3:00
Tuesday, April 05 — 3:30 - 5:00

Ryan Matchack, Talent & Training Specialist, Grange Insurance, Columbus, OH

  • Explore available apps that can assist claims adjusters
  • Highlight how apps can improve performance and efficiency for adjusters
  • Review the way apps are shifting and impacting the claims handling industry
  • Describe the advances and future impact of apps for adjusters

Adjusters, Fire Claims & 21st Century Technology

Curriculum: Adjusting Property

State Approved CE Credits: DE FL NC OK TX

Tuesday, April 05 — 10:30 - 12:00
Wednesday, April 06 — 1:30 - 3:00

Ulises Castellon, CPCU, RPA, Chief Operating Officer, Fire Cause Analysis, Berkeley, CA
Douglas K. Wood, JD, Partner, Young, Minney & Corr, LLP, Sacramento, CA

  • 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

Adjusting Large Construction Defect Claims

Curriculum: Casualty Campus

State Approved CE Credits: FL NC OK TX

Monday, April 04 — 3:30 - 5:00
Tuesday, April 05 — 8:00 - 9:30

Zachary Kates, PE, Principal, Thornton Tomasetti, Austin, TX
John Mumford, JD, Partner, Hancock Daniel Johnson et al, Glen Allen, VA

  • Evaluate the claim as to liability, damages, and coverage
  • Identify and resolve coverage issues including whether there has been occurrence and number of occurrences, which policy(ies) are triggered where construction and water intrusion continue over multiple years, coverage for damage to the insured’s work versus resulting damage to other parts of the buildings, coverage for rip and tear to remediate damage to the insured’s work, and other issues
  • Assess and respond to tenders by general contractor for coverage as additional insured or pursuant to contractual indemnification and deal with other carriers who insure same contractor or sub or different subs
  • Determine covered versus non-covered damages after a jury verdict including intervention, special jury instruction, and post-verdict allocation

Appraisal: Evolution & Evaluation of the New Normal

Curriculum: Alternate Dispute Resolution

State Approved CE Credits: FL NC OK TX

Monday, April 04 — 10:30 - 12:00
Tuesday, April 05 — 1:30 - 3:00

Robert T. Horst, Esq., Partner, Horst Krekstein & Runyon LLC, Plymouth Meeting, PA
Shawn D. Woodie, CIC, AIC, AIS, Claims Examiner, Erie Insurance Group, Erie, PA

  • Evaluate an appraisal demand in the context of a coverage dispute or partial denial
    ** Assess whether an appraisal and a coverage lawsuit may legally (and practically) co-exist
  • Explore responses and solutions when an appraiser or umpire is inactive, or literally goes silent
  • Evaluate when and why to involve the courts and remedies including vacate, enforce, appoint, and compel
  • Identify emerging trends for insurers and appraisers

Appraisals: Mysteries Unveiled

Curriculum: Alternate Dispute Resolution

State Approved CE Credits: FL NC

Monday, April 04 — 3:30 - 5:00
Wednesday, April 06 — 8:30 - 10:00

Charles A. Baker, Jr., AIC, VP Field Operations/EGA, Peninsula Insurance Bureau, Tampa, FL
Thomas J. Moody, JD, Partner, Clausen Miller P.C., Tampa, FL

  • Describe what appraisers and umpire do -- inspections, estimates, reports, and review of other information as well as debate -- to reach the appraisal award
  • Evaluate how to position an insurance dispute prior to appraisal to ensure a fair and accurate appraisal award
  • Identify steps to select an appraiser and umpire
  • Determine what to do when the appraisal award strays from the terms of the insurance policy or from the law

Assignment of Benefits: Policy Giveaway

Curriculum: Adjusting Property

State Approved CE Credits: DE FL NH NC TX

Tuesday, April 05 — 8:00 - 9:30
Wednesday, April 06 — 8:30 - 10:00

Michael Guerra, Director, Claims Governance, Citizens Property Insurance, Jacksonville, FL
Joshua Schone, AIC, Catastrophe Team Manager, Auto Club Enterprises Group, Magnolia, TX

  • Describe what an assignment of benefits contract is and who benefits from it
  • Review how assignment of benefit contracts comport with the established law in various jurisdictions
  • Identify “red flags” for potential fraud involved with assignment of claim presentations
  • Evaluate various strategies to help navigate your customer's claim through the waters of an assignment of benefits situation

Attracting, Hiring & Retaining Staff

Curriculum: Leadership/Management

State Approved CE Credits:

Tuesday, April 05 — 1:30 - 3:00
Wednesday, April 06 — 3:30 - 5:00

Mary Bruggeman, MBA, CPCU, AIC-M, AU, Divisional AVP-Corp. Claims, Great American P&C Group, Cincinnati, OH
Maggie Mullins, AIC, Claim Representative, Great American P&C Group, Cincinnati, OH
Riley Slike, AIC, Claim Representative, Great American P&C Group, Cincinnati, OH

  • Identify strategies to attract talent to your organization, including developing talent pipelines
  • Describe different hiring practices, including competencies to target in the interview process and questions to ask
  • Discuss different onboarding practices for both an in-person and work-from-home environment
  • Compare strategies and elements of employment to increase retention, outside of the traditional areas of pay and benefits, including formal professional development and mentoring programs
  • Evaluate insights into the career decision-making process, insurance industry opinions, and values of early career talent

Automobile Product Liability Subrogation

Curriculum: Subrogation

State Approved CE Credits: FL NC TX

Monday, April 04 — 10:30 - 12:00
Tuesday, April 05 — 3:30 - 5:00

Roland S. Keske, JD, Partner, Leahy, Eisenberg & Fraenkel, Chicago, IL
John J. Stamm, P.E., ASME, SAE, Senior Engineer, Fusion Engineering, Naperville, IL
Karen Tucker, AIC AINS CSRP, Associate Manager, Cincinnati Insurance Companies, Fairfield, OH

  • Develop strategies and tactics for a comprehensive investigation of automobile claims in order to preserve evidence and identify subrogation opportunities
  • Identify common mechanisms of loss, parties involved and legal theories that arise from automobile subrogation claims
  • Describe fire science and sources of evidence in automobile loss claims
  • Identify and review defenses raised by defendants, including manufacturers, component suppliers, dealerships / service vendors

Autonomous Vehicles: Liability & Coverage Issues

Curriculum: Casualty Campus

State Approved CE Credits: FL NC OK TX

Monday, April 04 — 1:30 - 3:00
Wednesday, April 06 — 10:30 - 12:00

Kenneth P. Williams, JD, Shareholder, Segal McCambridge Singer et al, Southfield, MI

  • Identify various parties who may be liable for loss arising out of the use of driverless vehicles such as manufacturers, engineers, designers, and retailers
  • Examine likely theories of liability that may be asserted against these potentially liable parties
  • Describe liability insurance coverage available to potentially liable parties
  • Explore the coordination of insurance coverage among these parties

Avoiding First- & Third-Party Bad Faith Allegations

Curriculum: General Interest

State Approved CE Credits: FL NC TX

Monday, April 04 — 1:30 - 3:00
Tuesday, April 05 — 3:30 - 5:00

Lindsey Davis, JD, Partner, Zelle LLP, Minneapolis, MN

  • Describe good faith claims handling practices and effective claim-file management
  • Review fact patterns and judgments from bad faith cases from various federal and state jurisdictions
  • Apply good faith claims handling practices and effective claim-file management techniques
  • Make effective and good-faith based claim-file management decisions


Call for Presentations for 2023 Claims Conference
In Person Event Wellness Protocols

We hope you will join us in San Antonio as we explore “The Art of Connection.”

  • Expand your horizons with over 90 educational course selections within 14 education tracks taught by industry leaders, preparing you for your future
  • Challenge your thinking by redefining what it means to be a claims professional today
  • Expand your network by reconnecting with a diverse range of claims professionals from hundreds of companies across the nation
  • Build connections at the Insurance Services Expo by interacting with a diverse, innovative group of the industry’s leading service providers

I've been attending PLRB Conferences for over 30 years and continue to enjoy attending and plan to do so in the future. Keep up the good work.

It was a very positive experience and well worth the trip. I hope to attend future PLRB events.

Met people who I've wanted to identify and meet for many years.

I really appreciated the opportunity to be a part of this event as a student. These events make me even more excited for the future in this career field.

Great job as always. Kudos to PLRB!

I was a first timer - I enjoyed the conference and thought it was very well put together.

Great job of keeping up with the times with education and speakers. Look forward to next year.

I was able to make some new contacts and revisit with some old.

Overall a great experience and opportunity to gain knowledge

PLRB greatly appreciates the following claims service providers for their outstanding support for the 2022 Claims Conference.


Diamond Plus




Join our mailing list

This site uses cookies and other tracking technologies to assist with navigation and your ability to provide feedback, analyse your use of our products and services, assist with our promotional and marketing efforts, and provide content from third parties. Cookie Policy | Privacy Policy.