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Earthquake Claims Handling: California Accreditation

Curriculum: Catastrophe

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

Douglas Dell, VP & Director, Vale National Training Center, Arlington, TX
Dan Dyce, CPCU, RPA, Consultant, Dan Dyce Consulting, Sacramento, CA
Morgan Griffith, PE, Senior Managing Engineer, Exponent, Menlo Park, CA

  • Recognize what earthquake damage looks like in order to complete a full scope of damages
  • Properly use earthquake Shaking Intensity Maps in the analysis of earthquake damage
  • Find and use inspection checklists that will help make sure a thorough inspection of a structure was completed
  • Decide what earthquake damage you can scope on your own and when to involve a technical consultant
  • Attendees can earn their California Earthquake Claims Handling Accreditation certificate after attending this session.

Emerging Issues in Property Coverage: Digital Assets

Curriculum: Underwriting and Claims

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

Jay A. Johnston, JD, Executive Counsel, Travelers Companies, St. Paul, MN
Craig D. Roswell, Esq., Managing Partner, Niles, Barton & Wilmer, LLP, Baltimore, MD

  • Describe the underwriting challenges with digital assets, such as virtual currency and non-fungible tokens, and the underwriting appetite for digital asset exposures
  • Evaluate existing policy wording as it relates to digital assets, such as virtual currency and NFTs
  • Review recent case law applying existing policy wording to digital assets, such as virtual currency an NFTs
  • Identify challenges in applying existing wording to digital assets and understand industry attempts to address such property and exposures

Emotional Intelligence: What They Didn't Teach You

Curriculum: General Interest

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

Jim Jez, MS, AIC, SCLA, President, Jez Insurance Consulting LLC, Plano, TX

  • Define “Emotional Intelligence” and understand why emotional intelligence plays a significant role in the claim handling environment
  • Identify the skills and competencies that an emotionally intelligent adjuster possesses
  • Possess the ability to identify, understand, and manage our own emotions and the emotions of others
  • Demonstrate the ability to read, regulate and communicate emotions with tact and diplomacy

Employee Theft/Employee Dishonesty Claims

Curriculum: Adjusting Property

Tuesday, March 21 — 3:30 - 5:00

Kirsten Ishikawa, CPCU, ARM, AIC, Sr. Property Adjuster II, Liberty Mutual Insurance, Plano, TX
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

Enforcing Policy Conditions

Curriculum: Casualty Campus

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

Kelly M. Lippincott, JD, Partner, Gordon & Rees, LLP, Alexandria, VA

  • Describe common policy obligations owed by the insured
  • Assess how to enforce policy conditions
  • Determine when an insurer can rely on a breach of a policy condition to deny
  • Identify methods to preserve the insurer's ability to deny coverage if the insured breaches a policy condition

Engaging & Retaining Remote Talent

Curriculum: Leadership/Management

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

Brittany Bittel, Supervisor, Casualty Claims, SECURA Insurance Companies, Neenah, WI
Peggy Saldana, SCLA, President, Saldana Solutions, LLC, San Antonio, TX

  • Provide clear guidance, expectations, of management and retention of remote workers
  • Foster engagement with remote workers
  • Measure and enhance remote team building
  • Identify the key components to develop effective teams and identify engagement needs and effective ways to establish engagement
  • Evaluate the tools and strategies used in role play to engage and manage remote talent

Ensuing Loss Under Property Policies

Curriculum: Property Coverage

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

Alex Furrukh, Technical Specialist, Core Specialty Insurance, Jersey City, NJ
K. Clark Schirle, JD, Partner, Butler Weihmuller Katz Craig, Chicago, IL

  • Identify policy language and elements for ensuing and resulting loss cases
  • Evaluate key cases over the decades to understand what is or is not an ensuing loss
  • Interpret the various type of ensuing loss clauses and apply them to specific claims
  • Analyze the claim to know if and when ensuing loss clauses apply

Equipment Breakdown: Commercial or Residential - Now what?

Curriculum: Adjusting Property

Tuesday, March 21 — 1:30 - 3:00
Wednesday, March 22 — 8:30 - 10:00

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

  • 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

Ethical Decision Making: All That Jazzy Ethics

Curriculum: General Interest

Tuesday, March 21 — 10:30 - 12:00
Wednesday, March 22 — 3:30 - 5:00

Jackie Jones, Manager, Property & SIU Claims, Indiana Farm Bureau Insurance, Indianapolis, IN
Larry Mason, Esq., Partner, Goldberg Segalla, LLP, Chicago, IL

  • Identify common ethical challenges in claims handling
  • Analyze potential risks of unethical claims handling practices
  • Describe approaches to resolving ethical dilemmas
  • Explore benefits of ethical claims handling

Ethics for Insurance Professionals

Curriculum: General Interest

Monday, March 20 — 10:30 - 12:00
Tuesday, March 21 — 1:30 - 3:00

Terry Sutton, Director of Education, Stephens Engineering, The Woodlands, TX
Gene Williams, Dir.-Claims Operations/Subro., Integrity Adjusters, Daphne, AL

  • Examine the uniqueness and driving factors of the insurance industry
  • Reconsider the meaning and notion of insurance ethics
  • Explore how personality types can pose a challenge to ethical performance
  • Describe the five bases of ethics and how each person is unique
    ** Build a strategy to overcome personal bias and negative life experiences to perform ethically

Extra Expense: Time Element Claims

Curriculum: Commercial Time Element Losses

Tuesday, March 21 — 3:30 - 5:00
Wednesday, March 22 — 10:30 - 12:00

Michael Barrett, CPCU, AIC, Executive General Adjuster-GTS, Crawford & Company, Englewood, CO
Alexandria May, CPA, VP, Investigative Accounting, Meaden & Moore, Boston, MA

  • Identify the extra expense concepts based on the customary insuring agreements
  • Examine the potential challenges of Extra Expenses and loss mitigation verification
  • Evaluate the application of expense to reduce, pure extra expenses, increased cost of working, and expediting expenses
  • Explore examples of extra expenses and the interplay with the business income loss


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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