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Adjusting Property Alternate Dispute Resolution Casualty Campus Catastrophe Commercial Time Element Losses General Interest Large Property Losses Leadership/Management PLRB Services Property Coverage Special Investigations/Fraud Subrogation Technology Underwriting and Claims

Adjusters, Fire Claims & 21st Century Technology

Monday, March 20 — 10:30 - 12:00
Tuesday, March 21 — 3:30 - 5:00

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

Assignment of Benefits: Policy Giveaway

Tuesday, March 21 — 10:30 - 12:00
Wednesday, March 22 — 8:30 - 10:00

Michael Guerra, Director, Claims Governance, Citizens Property Insurance, Jacksonville, FL

  • 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

Building Code: A Critical Look

Tuesday, March 21 — 8:00 - 9:30
Wednesday, March 22 — 10:30 - 12:00

Joey Lang, Chief Operating Officer, Cat Claims Unlimited, Clearwater, FL
Mike Rimoldi, MPA, CBO, CFM, Senior Project Manager, J.S. Held LLC, Valrico, FL

  • Interpret building codes to apply to various claims
  • Determine which questions to ask when dealing with building code supplements
  • Describe how the FEMA 50% Rule and the Roofing 25% Rule work
  • Determine which building code book and new construction codes apply to a structure and how they interact

Building Estimating: The Devil's in the Details

Monday, March 20 — 1:30 - 3:00
Wednesday, March 22 — 10:30 - 12:00

Robert J. Donahue, Jr., AIC, Founder, CEO, EGA, Donahue Insurance & Adjusting, Fair Oaks, CA
Todd Van Sant, Senior National Estimator, ATI Restoration, LLC, Anaheim, CA

  • Evaluate blueprints to identify the details needed for an accurate building damage scope and estimate
  • Create an accurate building scope using advanced on-the-job site technology that’s readily available
  • Determine and identify the necessary components required to produce an accurate estimate for residential and commercial claims

Category 3 Water: Issues, Remediation & Exposure

Tuesday, March 21 — 1:30 - 3:00
Wednesday, March 22 — 3:30 - 5:00

Jeremy Beagle, CIH, CMC, CMCC, Sr. Principal Scientist, Sdii Global Corporation, Tampa, FL
William M. Mitchell, Sr., Esq., Partner, Conroy Simberg, Tampa, FL
Steven Romero, CPCU, AIC, ARM, Large Loss Specialist, ICAT Boulder Claims, Broomfield, CO

  • Compare the different categories of water and common issues that occur by improper categorization of water
  • Design a good-faith investigation strategy
  • Set realistic expectations of costs associated with sampling and testing
  • Describe liability concerns of expert, adjusters, and policyholder
  • Implement communication strategies addressing good-faith communication techniques and limit liability exposures

Code Upgrades vs. Pre-Existing Conditions

Tuesday, March 21 — 1:30 - 3:00
Wednesday, March 22 — 3:30 - 5:00

Joshua Davis, JD, Partner, Baker Sterchi Cowden & Rice, St. Louis, MO
William Dery, PE, SE, SVP, Chief Technical Engineer, The Vertex Companies, LLC, Cottleville, MO

  • Define terms in the policy associated with code upgrade requirements
  • Learn the vocabulary from the codes and requisites of upgrade analysis
  • Describe scenarios impacting code updates and investigation of prior damages impacting/ adjustment of property damage claims

Commercial Roofing, Damages & Investigations

Tuesday, March 21 — 10:30 - 12:00
Wednesday, March 22 — 8:30 - 10:00

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

  • 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

Computer Fraud, Funds Transfer Fraud & Social Engineering Losses

Monday, March 20 — 3:30 - 5:00

D.M. Studler, MAcc, CPA, CFF, Founding & Managing Member, SDC CPAs, LLC, Aurora, IL

  • Describe the types of claims that may be anticipated with cyber security losses
  • Evaluate the various coverages that might apply
  • Identify the differences in coverage
  • Assess resources to help respond to computer fraud, funds transfer fraud, and fraudulent impersonation

Contents Claims Adjustments that Sizzle

Monday, March 20 — 10:30 - 12:00
Tuesday, March 21 — 8:00 - 9:30

Todd Breton, PMP, Program Manager, Hippo Insurance Services, Austin, TX
Deborah Johnson, President & CEO, Contents Adjuster Team, LLC, St. Louis, MO

  • Explore ways to adjust personal property claims from a technical and human needs standpoint
  • Evaluate the strengths and weaknesses of traditional personal property adjustments
  • Identify the most critical features of contents adjustments
  • Describe ways to increase your expertise in handling contents claims
  • Explore the differences between customer attention and customer service

Deciphering Unit Owners & Association Policy Claims

Monday, March 20 — 1:30 - 3:00
Tuesday, March 21 — 3:30 - 5:00

Paul V. Dempsey, AIC, Property Claims Specialist, Erie Insurance Group, Charlotte, NC
Alissa Myers, AIC, AVP Property Claims, LIO Insurance Company, W. Conshohocken, PA

  • Review state laws and statutes
  • Determine priority of law/governing documents
  • Interpret and apply governing documents
  • Separate coverage and damages under a unit owners policy and association policy

Employee Theft/Employee Dishonesty Claims

Tuesday, March 21 — 3:30 - 5:00

D.M. Studler, MAcc, CPA, CFF, Founding & Managing Member, SDC CPAs, LLC, Aurora, IL

  • Identify specific concerns and procedures when adjusting a Commercial Fidelity claim
  • Outline claim investigation procedures, including properly obtaining a Proof of Loss and utilizing a timeline of events
  • Evaluate issues, including the expanded definition of employee, inventory shortages, limits of liability and indirect loss
  • Compare strategies for release & assignment, subrogation, and underwriting concerns

Equipment Breakdown: Demystified

Tuesday, March 21 — 1:30 - 3:00
Wednesday, March 22 — 3:30 - 5:00

Timothy Begley, CPCU, Director-Claim Account Mgmt., Hartford Steam Boiler, Hartford, CT
George Dickover, CPCU, AIC, Executive General Adjuster, Selective Insurance Group, Skaneateles, NY
Patrick F. Kelleher, CPA, CFF, VP, Investigative Accounting, Meaden & Moore, Boston, MA

  • Review boiler and machinery/equipment breakdown insurance and explain why it is needed
  • Describe the potential interplay of equipment breakdown and commercial property coverage in a variety of claim scenarios
  • Apportion several claim examples where both equipment breakdown and first-party property policies provide coverage for an insured's loss
  • Identify adjusting strategies for handling a complex claim that involves equipment breakdown coverage

Flooring Claims: When to Repair

Monday, March 20 — 3:30 - 4:30
Wednesday, March 22 — 10:30 - 11:30

Mauricio Rodriguez, President, Nativo Inc., Pompano Beach, FL
Susan Varela, SCLA, Adjuster, Consultant, Lakeland, FL

  • Identify all activities, costs, and timing that are involved when an entire floor needs to be replaced in a residential or commercial flooring claim
  • Identify the types of flooring claims that are suitable for a spot repair
  • Recognize the benefits for the Insured, Carrier, Environment, Community, if a spot repair is feasible
  • List the necessary steps to implement a successful spot repair program

Hail Damage to the Building Envelope

Monday, March 20 — 3:30 - 5:00
Wednesday, March 22 — 8:30 - 10:00

Brian Bean, AIC, Executive General Adjuster, Grange Insurance, Columbus, OH
Robert A. Danielson, PE, Senior Engineer, Haag Global, Inc., Adel, IA

  • Describe various hail impact patterns (large to small hail) and the effects on the building envelope including roofing and wall claddings
  • Differentiate between hail-related impacts and non-hail-related impacts to exterior building components and cladding

Late Reporting Claims with Prior Damage

Monday, March 20 — 3:30 - 5:00
Wednesday, March 22 — 8:30 - 10:00

Chase Anderson, PE, Senior Associate, Thornton Tomasetti, Tampa, FL
Roy Didion, Executive General Adjuster, Engle Martin, Atlanta, GA
Primitivo Suarez, Senior Project Manager, DBI Construction Consultants, Orlando, FL

  • Evaluate filing deadlines and inspection team alignment
  • Analyze loss event related materials
  • Investigate and document reported damage(s) and non-reported damage(s)
  • Interpret and compare reported and observed damage(s)

Property Claim Ethics: Adjusting in Good Faith

Monday, March 20 — 10:30 - 12:00
Tuesday, March 21 — 10:30 - 12:00

Jonathan Barger, JD, Partner, Butler Weihmuller Katz Craig, Chicago, IL
Nanci L. Smilie, CPCU, AIC, Litigation Specialist, Erie Insurance Group, East Peoria, IL

  • 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

Remote Estimating: Providing Value & Answers

Monday, March 20 — 1:30 - 3:00
Wednesday, March 22 — 10:30 - 12:00

Jeff Taxier, SCLA, Consultant, ATI Restoration, LLC, Anaheim, CA

  • Explain the history of remote property estimating through today
  • Describe the role and significance of remote estimating for insurers and insureds
  • Implement techniques for effective remote estimating
  • Explain and, if necessary, defend remote estimates from challenges by insureds and/or their representatives

Tenant Improvements & Betterments in Commercial Cases

Monday, March 20 — 3:30 - 5:00
Wednesday, March 22 — 1:30 - 3:00

Thomas Carstens, CPCU, Senior Vice President, Crawford & Company, Peachtree Corners, GA
Seth Jackson, JD, Partner, Zelle LLP, Framingham, MA
Kory Stucky, AIC, Sr. Property Claims Rep., Central Insurance Companies, Van Wert, OH

  • 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

Water Mitigation Challenges & Updates

Tuesday, March 21 — 10:30 - 12:00
Wednesday, March 22 — 1:30 - 3:00

Ed Jones, VP of Education and R&D, CodeBlue an Accuserve Company, Lorena, TX
Rochelle Ptacek, Process & Design Lead Consult., Allstate Insurance Group, Chandler, AZ

  • Describe important water damage mitigation basics
  • Identify the most common challenges adjusters face with water mitigation claims
  • Obtain appropriate documentation and ask questions to manage the loss in the mitigation process
  • Drive compliance and consistency with in- and out-of-network contractors

Wind & Hail Roofing Damages

Monday, March 20 — 1:30 - 3:00
Wednesday, March 22 — 10:30 - 12:00

Aaron Boehm, AIC, PCLS, Property Claim Manager, Western Reserve Group, Wooster, OH
Joseph Tamilio, CEO, Trinity Engineering, Locust, NC

  • Identify physical characteristics of genuine hail and wind damages
  • Differentiate manufactured (man-made) damages from natural with examples of damage
  • Describe options for claim resolution when fraud damages are documented
  • Compare the benefits and draw-backs to each option


We hope you will join us in Orlando for 3 days of expanding your story as a claims professional.

  • WRITE YOUR OWN AGENDA from over 100 educational sessions within 14 tracks taught by industry leaders
  • EXPAND YOUR NETWORK by telling your story as a claims professional and hearing the stories of a diverse range of claims professionals
  • PREPARE FOR YOUR NEXT CHAPTER by making connections with a broad, innovative group of the industry's leading service providers at the Insurance Services Expo

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 2023 Claims Conference.


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