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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

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

Assignment of Benefits: Policy Giveaway

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

Building Estimating: The Devil's in the Details

State Approved CE Credits: DE FL NC TX

Monday, April 04 — 3:30 - 5:00
Wednesday, April 06 — 10:30 - 12:00

Robert J. Donahue, Jr., AIC, Founder, CEO, EGA, Donahue Insurance & Adjusting, Fair Oaks, CA
Todd Van Sant, XCT, Project Director/Owner, D2 Structures, LLC, Littleton, CO

  • Evaluate blueprints to identify the details needed for an accurate building damage scope and estimate
  • Identify advanced on-the-job-site technology to help create an accurate building scope
  • Produce an accurate estimate of a complex loss by identifying details

Code Upgrades vs. Pre-Existing Conditions

State Approved CE Credits: FL NC TX

Tuesday, April 05 — 8:00 - 9:30
Monday, April 04 — 1:30 - 3:00

Joshua Davis, JD, Partner, Baker Sterchi Cowden & Rice, St. Louis, MO
William Dery, PE, SE, SVP - Sr. Forensic Engineer, The Vertex Companies, Inc., 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

State Approved CE Credits: DE FL NC TX

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

Robert Harrell, XCT, Sr. Product Mgr., Ins. Prod., Verisk, Dewey, AZ
Shannon Pierce, PE, Director, Pie | Lerch Bates Forensics, 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
  • Evaluate building code considerations when faced with repairs and replacements

Complex Fidelity & Fraudulent Impersonation Claims

State Approved CE Credits:FL NC TX

Wednesday, April 06 — 10:30 - 12:00

Kory Stucky, AIC, Sr. Property Claims Rep., Central Insurance Companies, Van Wert, OH
D.M. Studler, MAcc, CPA, CFF, Founding & Managing Member, SDC CPAs, LLC, Aurora, IL

  • Analyze Commercial Crime Coverage related to fidelity and fraudulent impersonation
  • Describe types of claims that may be associated with fidelity and fraudulent impersonation losses
  • Summarize Commercial Crime Coverage definitions and claims processes for fidelity and fraudulent impersonation claims
  • Identify defenses and protections available to prevent and mitigate losses

Contents Claims Adjustments that Sizzle

State Approved CE Credits: DE FL NH NC TX

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

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

  • Evaluate the strengths and weaknesses of traditional personal property adjustments
  • Identify the most critical features of contents adjustments
  • Review ways to increase your expertise in handling contents claims
  • Explore the differences between customer attention and customer service

Equipment Breakdown: Demystified

State Approved CE Credits: FL NC OK TX

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

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

  • Define 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
  • Evaluate 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

Hail Damage to the Building Envelope & HVAC Equipment

State Approved CE Credits: FL NC OK TX

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

Robert A. Danielson, PE, Senior Engineer, Haag Global, Inc., Adel, IA
Jay Dykstra, Technical Education Manager, HVAC Investigators LLC, Charlotte, NC

  • Describe various hail impact patterns (large to small hail) and the effects on the building envelope including roofing, wall claddings, and HVAC equipment
  • Differentiate between hail-related impacts and non-hail-related impacts to exterior building components, claddings, and HVAC equipment
  • Compare the various ways hail damage can impact the reparability of common HVAC systems and equipment
  • Evaluate the impact of hail damage to HVAC system efficiency and energy consumption

Interplay of Computer Fraud, Funds Transfer Fraud

State Approved CE Credits: FL NC TX

Tuesday, April 05 — 8:00 - 9:30

Kory Stucky, AIC, Sr. Property Claims Rep., Central Insurance Companies, Van Wert, OH
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 various duties often required of the insured
  • Review resources to help respond to cyber security, computer fraud, and ransomware claims

Interplay of Unit Owner’s & Association Policy Claims

State Approved CE Credits: FL NC

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

Linda Fields, AIC, AIS, Sr. Bus. Process Owner, Prop., USAA Group, San Antonio, TX

  • Locate and cite statutory language
  • Determine priority of law/governing documents
  • Interpret and apply governing documents
  • Separate coverage under a unit owner's policy and association policy

Property Claim Ethics: Adjusting in Good Faith

State Approved CE Credits: FL NC OK TX

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

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

Smart Buildings: A Forensic Investigative Analysis

State Approved CE Credits:FL NC TX

Tuesday, April 05 — 8:00 - 9:30
Wednesday, April 06 — 1:30 - 3:00

Joseph Denay, AIC, AINS, Sr. Prop. Claims L&D Consult., Hanover Insurance Group, Ann Arbor, MI
Mark Majewski, Ph.D., PE, Senior Project Engineer, Envista Forensics/AREPA, Nashua, NH

  • Describe how active building monitoring systems and smart building technologies operate to form the “Internet of Things”
  • Review information obtainable from building systems and their application to the events prior and subsequent to the loss
  • Utilize smart building system information in a variety of claims case studies

Water Mitigation Basics & Update on IICRC S500

State Approved CE Credits: FL NC

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

Ed Jones, VP of Education and R&D, CodeBlue an Accuserve Company, Lorena, TX
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
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

 

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.

 

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