Period of Restoration in Business Income Losses

Curriculum: Commercial Time Element Losses

State Approved CE Credits:DE FL NH NC OK TX

Tuesday, March 19 — 1:30 - 3:00
Wednesday, March 20 — 3:30 - 5:00

Luke Echterling, Sr. Property Claims Consultant, Lockton Companies, Kansas City, MO
Tom Garvey, CPA, CFE, Sr. Mgr.-Forensic Accounting, Baker Tilly, Oak Brook, IL
Wayne Sowers, CPCU, AIC, Sr. Executive General Adjuster, Sedgwick, Murray, UT

• Describe the issues that often arise when determining the period of restoration
• Identify actions to take to avoid delays in the period of restoration
• Evaluate the coverage provided for the period of restoration and the extended period
• Develop a plan to handle the challenges that arise during the loss period

Permissive Use in Auto Liability Claims

Curriculum: Casualty Campus

State Approved CE Credits:FL NC

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

William Hoover, Esq., SCLA, Vice President Property Claims, Skyward Specialty Insurance, Scottsdale, AZ
Anthony Kassube, SCLA, Casualty Claims Rep., Farm Bureau P&C Group, St. Paul, MN
Jonathan Schwartz, JD, Partner, Freeman Mathis & Gary, LLP, Chicago, IL

• Assess the availability of liability coverage when the driver is unlicensed or the driver's license is suspended or revoked
• Identify and resolve coverage issues that arise when the permissive user is an employee and claims to be driving in the course and scope of employment, especially in accidents involving employees driving their personal vehicles
• Describe different tests applied by courts for addressing situations in which the use of the vehicle deviated from the initial scope of permission given
• Evaluate liability coverage where a third person uses a car via another person who did have permission to use the car

PLRB Presents! Fostering Industry Connections

Curriculum: PLRB Presents

State Approved CE Credits:

Tuesday, March 19 — 10:30 - 12:00

Terence Kadlec, PE, VP-Engineering & Specialty, MC Consultants, Inc., Carlsbad, CA
Mary Anne Medina, Director CTETS, Charles Taylor Engineers/Tech., Lake Mary, FL
Troy Shaw, VP of Customer Excellence, Alacrity Solutions, Fishers, IN

• The Three F’s of Solid Leadership
  Presented By: Troy Shaw, VP of Customer Experience, Alacrity Solutions
  Over his 14 years on the adjusting side of things, Troy has observed a drastic turnover of people and a comfort level with reduced integrity. Furthermore, the workforce has taken such a drastic turn downward, every effort to attract and maintain a productive workforce is paramount. Troy’s experience is that there are 3 F’s that are needed for this to happen: Managers must be Fair… Firm… Friendly!
• Connections Beyond the Virtual Arena
  Presented By: Mary Anne Medina, Regional Director Business Development, Charles Taylor Engineering Technical Services
  The reinvigorated push to establish and grow in person interactions. The need for organizations to support this by enforcing the need of relationships and encouraging in person connections . There is a need to help people understand the importance and the need for in-person human interactions. In all of the insurance industry processes, keeping the need to provide what AI and expeditiously speeding up the claims handling and other related processes cannot provide; empathy, ethics, human attentiveness and the ability to connect.
• The Power of Authenticity
  Presented By: Terence Kadlec, P.E., Vice President Engineering & Specialty Services, MC Consultants, Inc.
  “We often underestimate the value and power of authenticity in who we are personally, and professionally. How we are perceived by others hinges on who we are to the core, how we maintain ourselves as people, and how we present ourselves to others.” In this talk, Terence Kadlec will explore integrity, character, and credibility in the context of his experience as a subject matter expert.

PLRB Presents! Tech Challenges & Opportunities

Curriculum: PLRB Presents

State Approved CE Credits:

Tuesday, March 19 — 8:00 - 9:30

Mike Brode, VP Meetings & Education, PLRB, Downers Grove, IL
Lars Daniel, EnCE, CCO, CCPA, Practice Leader-Digital For., Envista Forensics/AREPA, Morrisville, NC
Tim Havlir, JD, Counsel, PLRB, Downers Grove, IL
Neel Sus, CEO, Susco Solutions, Harvey, LA
Alissha Watley, Sr. Meetings Manager, PLRB, Downers Grove, IL

• Fitness Wearables and Trucking: Transforming More Than Waistlines
  Presented By: Lars Daniel EnCE, CCO, CCPA, CTNS, CTA, CIPTS, CWA, Practice Leader - Digital Forensics, Envista Forensics
  The escalating popularity and sophistication of fitness and wearable devices increase their value as a source of digital evidence, as these devices can provide forensic artifacts about when and where something happened, such as a medical event while driving, or to determine the historic sleep quality and duration of a driver as part of a lifestyle analysis.
• How Personal Transformation Drives Digital Transformation
  Presented By: Neel Sus, CEO & CPO, Susco
  This talk will explore how leveraging paradigms in digital transformation can yield massive breakthroughs in personal transformation and vice versa. Topics will include “The Power of Why,” common pitfalls in allocating enough time & money, and defining stakeholder engagement.
• What’s the Scenario? with PLRB: Help! They Stole My Facebook Followers!
  Presented By:
  Tim Havlir, Coverage Counsel, PLRB
  Mike Brode, VP Educational and Technical Services, PLRB
  Alissha Watley, Sr. Meetings Manager, PLRB
  In each episode of PLRB’s new podcast “What’s the Scenario? with PLRB”, the PLRB team addresses a claims or coverage scenario and answers interesting insurance questions. In this live taping, they’ll tackle this scenario: The two head pastors of a megachurch had a falling out. One pastor left to start his own ministry, but just before he did, he changed the megachurch's Facebook password. He now has exclusive control of the account and sole access to the 100k+ followers, so the church filed a theft claim with its first-party insurer. Is this a direct physical loss to the church's property? Are Facebook followers even "property" with any means of valuation? Subscribe anywhere podcasts can be found, or check us out on YouTube.

PLRB: Case Law and Hot Topics for Claims Decisions

Curriculum: PLRB Services

State Approved CE Credits:DE FL NC OK TX

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

Patrick Biggins, JD, Counsel, PLRB, Downers Grove, IL
David Fox, JD, Counsel, PLRB, Downers Grove, IL

• Address issues adjusters are facing today and case law to back it up
• Explore resources to help adjusters get a handle on emerging coverage issues in real time
• Develop strategies to apply new case law to coverage decisions
• Review hypothetical claims scenarios to strengthen adjusters understanding of case law

Premises Security for Criminal Acts & The Rise in Jury Awards

Curriculum: Casualty Campus

State Approved CE Credits:FL NC OK TX

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

Nick Polavin, PhD, Senior Jury Consultant, IMS Consulting & Expert Svcs., Pensacola, FL
Kingshuk K. Roy, JD, Partner, Freeman Mathis & Gary, LLP, Chicago, IL

• List the elements of a negligent security claim
• Identify some of the common legal issues presented by these claims such as questions about foreseeability
• Develop a plan to investigate these types of claims including what documents to obtain, witnesses to interview, and experts to retain
• Describe potential coverage and risk transfer issues related to these claims

Preparing for Testimony: Only The Truth

Curriculum: General Interest

State Approved CE Credits:FL NC

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

Nelson E. Canter, Esq., Partner, McLaughlin & Stern, LLP, New York, NY
Demetrius Lambrinos, Esq., Counsel, CounselOne, PC, Beverly Hills, CA
Michael Schwartz, AIC AINS RPA, EVP/Secretary & EGA, L.J. Shaw & Company, Lombard, IL

• Describe techniques that will make you confident in handling the deposition and/or trial testimony
• Learn to spot the “tricks” opposing lawyers use to confuse or trap you
• Identify ways to handle yourself to project the best image

Property Case Law Developments: Commercial Lines

Curriculum: Property Coverage

State Approved CE Credits:DE FL NH NC OK TX

Monday, March 18 — 1:30 - 3:00
Wednesday, March 20 — 8:30 - 10:00

James A. Kitces, JD, Partner, Robins Kaplan, LLP, Boston, MA
Wayne Taylor, JD, Partner, Mozley Finlayson & Loggins LLP, Atlanta, GA

• Review current trends and improve ability to forecast court decisions in connection with commercial lines claims
• Identify current issues and concerns in the property insurance coverage field relating to commercial lines claims
• Practice reasoning skills to apply policy provisions to factual scenarios
• Analyze property insurance coverage issues from national and state levels

Property Case Law Developments: Personal Lines

Curriculum: Property Coverage

State Approved CE Credits:DE FL NC TX

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

Bryce J. Adams, JD, Associate, Bullivant Houser, Portland, OR
Nicholas W. Travis, JD, Partner, Clausen Miller, Tampa, FL

• Describe how recent case law impacts claim investigation techniques
• Identify key investigative materials and methods to assist in claim evaluation
• Practice reasoning skills to apply policy provisions to factual scenarios
• Analyze property insurance coverage issues from national and state courts

Property Claim Ethics: Adjusting in Good Faith

Curriculum: Adjusting Property

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

Property vs Marine: One if by Land, Two if by Sea

Curriculum: Property Coverage

State Approved CE Credits:FL NC TX

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

Kathleen Devane, Senior Claims Specialist, Allianz Global Corp. & Spec., New York, NY
Sean C. Sica, Officer, Meaden & Moore, New York, NY

• Understand the various types of policy valuations under a Property policy vs a Marine policy and their similarities
• Distinguish which valuations are more likely to cause difficulties including instances where there is a stock loss at a warehouse / retail setting with First Party Property with Business Income Coverage and a Marine Policy with Coverage for the stock
• Learn which documents are utilized in a Stock Loss with Property Business Income Coverage vs a Marine Stock Loss
• Calculate a final loss amount using an example of a situation where there is an overlap of coverage between the First Party Property and the Marine Policy