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

Adjuster Safety: Disaster Site Safety

State Approved CE Credits:FL NC OK TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 3:30 - 5:00

Theresa Chimento, MPH, Project Director, J.S. Held LLC, New Orleans, LA
Marc Gaffrey, JD, Partner, Hoagland Longo Moran et al, New Brunswick, NJ
Richard Hammond-Moore, General Adjuster, Church Mutual Insurance Group, Merrill, WI

  • Develop skills to identify hazardous materials
  • Recognize who should do the testing and write the protocols
  • Learn what PPE to wear to stay safer on claims with hazardous materials
  • Understand the legal issues with hazardous materials on claims

Adjusters, Fire Claims & 21st Century Technology

State Approved CE Credits:DE FL NH NC OK TX

Monday, March 18 — 3:30 - 5:00
Tuesday, March 19 — 1:30 - 3:00

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

Building Codes: A Critical Look

State Approved CE Credits:FL NC TX

Monday, March 18 — 10:30 - 12:00
Tuesday, March 19 — 3:30 - 5:00

Joey Lang, Chief Operating Officer, Cat Claims Unlimited, St. Petersburg, FL
Mike Rimoldi, MOA, CBO, CBC, 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

State Approved CE Credits:DE FL NC TX

Tuesday, March 19 — 3:30 - 5:00
Wednesday, March 20 — 3:30 - 5:00

Todd Van Sant, Director of Estimation, 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

Code Upgrades vs. Pre-Existing Conditions

State Approved CE Credits:FL NC TX

Monday, March 18 — 1:30 - 3:00
Tuesday, March 19 — 1:30 - 3:00

Mike Rose, PE, Forensic Engineer, The Vertex Companies, LLC, Boston, MA
Richard I. Woolf, JD, Partner, Baker Sterchi Cowden & Rice, St. Louis, 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 OK TX

Wednesday, March 20 — 1:30 - 3:00
Tuesday, March 19 — 1:30 - 3:00

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

Complex Contents Adjusting

State Approved CE Credits:FL NH NC OK TX

Tuesday, March 19 — 3:30 - 5:00
Wednesday, March 20 — 8:30 - 10:00

Kelly Bridgewater, Adjuster Team Lead, Sedgwick, Bay City, MI
Ashleigh Hochstettler, AIC, AIM, AINS, Manager - Large Loss Claims, Auto-Owners Insurance Group, Lansing, MI
Charles McMartin, Director-Contents Solutions, Sedgwick, Bay City, MI

  • Understand of the valuation process including the calculation of co-insurance and underlying coverages
  • Address complexity stems from perceived values, unique purchasing habits and hands off nature of the insured
  • Identify “cons” of content claims and how misrepresentation occurs and is overlooked

Computer Fraud, Funds Transfer Fraud & Social Engineering Losses

State Approved CE Credits:FL NH NC

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 1:30 - 3:00

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

  • 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

Equipment Breakdown & Related Time-Element Issues

State Approved CE Credits:FL NC

Monday, March 18 — 1:30 - 3:00
Tuesday, March 19 — 3:30 - 5:00

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

  • Describe the potential interplay of Equipment Breakdown and Commercial Property Coverage for a variety of claims scenarios
  • Identify strategies for adjusting a complex claim that involves Equipment Breakdown coverage where both Equipment Breakdown and first-party property policies provide coverage for an insured's loss
  • Evaluate what is covered in Home Systems Protection as compared to the HO policy and from what causes of loss, including apportioned claims

Exterior & Interior Estimating and Scoping

State Approved CE Credits:FL NC TX

Monday, March 18 — 3:30 - 5:00
Wednesday, March 20 — 8:30 - 10:00

Jay Dykstra, Technical Education Manager, Alpine Intel, Charlotte, NC
David James, XCT, CXAT, PTC 1, Training Manager, Administrative Strategies, LLC, Westfield, IN

  • Discuss claimed damages and what is covered vs not covered
  • Review methods in completing an accurate scope
  • Learn estimating techniques within industry estimating software

Hail/Wind Claims: Effective Handling & Coverage

State Approved CE Credits:DE FL NH NC TX

Monday, March 18 — 10:30 - 12:00
Tuesday, March 19 — 8:00 - 9:30

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

  • 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

Off-Site Fabrication: Property/Construction Claims

State Approved CE Credits:FL NC

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 10:30 - 12:00

Carter W. Terry, PE, CWI, Senior Consultant, Rimkus Consulting Group, Inc., Marlborough, MA

  • Inform participants of the contrasts between off-site fabricated and conventionally wood-framed (i.e., “stick-built”) residential structures and how they might affect property and construction claims
  • Learn the history of off-site fabrication, specific engineering, and construction variations from conventionally framed buildings
  • Provide an analysis of off-site fabricated structures from a forensic perspective

Property Claim Ethics: Adjusting in Good Faith

State Approved CE Credits:DE FL NH NC OK TX

Monday, March 18 — 3:30 - 5:00
Wednesday, March 20 — 10:30 - 12:00

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

Residential Kitchen Fires: Decoding Complex Investigations

State Approved CE Credits:DE FL NH NC OK TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 1:30 - 3:00

Grant Allen, Claim Technical Specialist, American Family Insurance, Fishers, IN
Kevin Huelsman, Technical Education Trainer, Alpine Intel, Charlotte, NC
James Mahaney, NE Regional Fire Manager, DONAN, Staten Island, NY
Megan McCarthy, Large Loss Property Manager, American Family Insurance, Warrenton, OR
Christopher Sanders, CPCU, MSIM, AIC, Claim Technical Specialist, American Family Insurance, Madison, WI

  • 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

Tenant Improvements & Betterments in Commercial Cases

State Approved CE Credits:DE FL NH NC OK TX

Monday, March 18 — 10:30 - 12:00
Tuesday, March 19 — 10:30 - 12:00

Thomas Carstens, CPCU, Senior Vice President, Crawford & Company, Peachtree Corners, GA
Seth Jackson, JD, Partner, Zelle LLP, Framingham, MA
Kory Stucky, AIC, Property Claims Supervisor, 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 Loss Investigation: Principles & Methodologies

State Approved CE Credits:FL NC TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 3:30 - 5:00

Jeremy Beagle, CIH, CMC, CMCC, Sr. Principal Scientist, Sdii Global, Tampa, FL

  • Gain perspective into how to approach the assessment of a convoluted water loss
  • Learn the importance of collecting and documenting moisture measurements
  • Highlight the importance of confirming the information provided on receipts and other documents
  • Understand how laboratory analysis can be beneficial in identifying compounds associated with unknown substances being applied to a surface or area to mimic water damage

Water Mitigation Challenges & Updates

State Approved CE Credits:DE FL NH NC OK TX

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 10:30 - 12:00

Ed Jones, VP of Education and R&D, Accuserve Solutions, Lorena, TX
Rochelle Ptacek, IICRC ASD WTR AHERA, Process Design Lead Consultant, Allstate Insurance Group, Chandler, AZ

  • 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

Winery Claims: Don't Make Pour Decisions

State Approved CE Credits:FL NC TX

Tuesday, March 19 — 8:00 - 9:30
Wednesday, March 20 — 8:30 - 10:00

Jeff Cassidy, President, RCF LLC, Elgin, IL
Timothy Gillihan, CPA, ABV, CFF, Senior Vice President, J.S. Held LLC, Oakland, CA
Jared Greisman, JD, Partner, Kennedys Law LLP, New York, NY

  • Develop enough technical knowledge to understand the nuances of winery losses
  • Learn tips for handling a large complex loss involving a niche category of loss
  • Address resolve valuation issues on winery losses by better understanding what stage of process the damaged goods were at time damaged
  • Review strategies for avoiding the most common mistakes in valuation involving a winery loss


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.

PLRB greatly appreciates the following claims service providers for their outstanding support for the 2024 Claims Conference.


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