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