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2017 Educational Sessions

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A Question of Intent

Session Code:  0910    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 8:00 - 9:30 -- Room 101
Wednesday 10:30 - 12:00 -- Room 101

Michael F. Aylward, JD,  Partner
Morrison Mahoney LLP, Boston, MA

Erica Mecler Caron, JD,  HO Legal-Coverage Unit
Liberty Mutual Insurance, Boston, MA

  • Identify key policy terms limiting coverage for intentional acts
  • Describe approaches courts have taken for finding coverage
  • Analyze case examples illustrating strategies for pursuing and limiting coverage
  • Defend and reserve rights against intentional acts claims

Adjuster as Witness: Seven Deadly Sins

Session Code:  0705    Session Level:  Intermediate

Curriculum: General Interest

Monday 10:30 - 12:00 -- Room 302
Tuesday 1:30 - 3:00 -- Room 302

Ulises Castellon, CPCU, RPA,  Chief Operating Officer
Fire Cause Analysis, Berkeley, CA

Douglas K. Wood, JD,  Partner
Morris Polich & Purdy, LLP, San Francisco, CA

  • Review the seven deadly sins of insurance professional testimony and ways to avoid them!
  • Identify common lawyer tricks and testimony traps
  • Master a witness tool for each lawyer trick and trap
  • Tell the truth effectively, even under fire!

Adjusting Bodily Injury & Wrongful Death Claims

Session Code:  0905    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 10:30 - 12:00 -- Room 304
Tuesday 8:00 - 9:30 -- Room 103

Joe Epps, CPA, CFE,  President
Epps Forensic Consulting PLLC, Scottsdale, AZ

Meryl Fein, Claim Director-Excess Claims
Allianz Global Corp. & Spec., O'Fallon, MO

Josh M. Snell, JD,  Partner
Jones, Skelton & Hochuli, PLC, Phoenix, AZ

  • Describe claim investigation options for pre- and post-litigation bodily injury and wrongful death claims
  • Identify potential members of the claims team and the collaboration needed to effectively resolve these cases
  • Outline the types of potential economic damages that the adjuster might anticipate
  • Compare the differences in various claims settlement procedures, including negotiation, mediation and litigation through trial

Adjusting Cargo Claims

Session Code:  0235    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 3:00 -- Room 309
Tuesday 3:30 - 5:00 -- Room 207

Rodney Q. Fonda, JD,  Of Counsel
Preg O'Donnell & Gillett, Seattle, WA

Edgar Rochelson, Sr. Marine Claims Adjuster
Allianz Global Corp. & Spec., Seattle, WA

  • Describe procedures and protocols to follow in adjusting domestic and international cargo losses
  • Explain the transportation process and the parties involved
  • Identify the documents needed for a cargo claim and why they are needed
  • Review coverage terms and what they mean as regards goods in transit

Adjusting through Adversity

Session Code:  0755    Session Level:  Intermediate

Curriculum: General Interest

Monday 3:30 - 4:30 -- Room 210
Wednesday 8:30 - 9:30 -- Room 310

Jim Jez, AIC, SCLA,  Vice President
AE21, Plano, TX

  • Identify the three types of “difficult people” adjusters commonly deal with
  • Determine their individual conflict management style
  • Describe the negative cycle of conflict and how to effectively counter it
  • Take control of the encounter and shape the outcome of events using a six-step approach

Alternative Energy Underwriting

Session Code:  1615    Session Level:  Intermediate

Curriculum: Underwriting

Wednesday 3:30 - 5:00 -- Room 204
Tuesday 10:30 - 12:00 -- Room 310

Allan Holt, General Adj.-Complex Claims
Hartford Steam Boiler, Hartford, CT

John E. Stokes, VP, Energy Practice Leader
Hartford Steam Boiler, Atlanta, GA

  • Identify trends and advancements in the global energy industry
  • Describe technology advancements and what is driving these changes
  • Analyze key risk exposures, including property and natural catastrophes, equipment breakdown, and casualty
  • Trace coverage innovations for the energy industry: past, present, and future

Appraisal Clauses: A State-by-State Analysis

Session Code:  0625    Session Level:  Intermediate

Curriculum: Alternate Dispute Resolution

Monday 1:30 - 3:00 -- Room 200
Wednesday 8:30 - 10:00 -- Room 200

Andrew Deckert, JD,  Associate General Counsel
American Strategic Insurance, St. Petersburg, FL

Thomas A. Keller, JD,  Hiring Partner
Butler Weihmuller Katz Craig, Tampa, FL

  • Describe the appraisal provision and its general application
  • Identify the potential pitfalls and "setups" that may be used by public adjusters during the appraisal process
  • Compare how different jurisdictions interpret and apply the appraisal clause
  • Use the appraisal process to resolve claims prior to litigation

Art of Critical Decision Making

Session Code:  1215    Session Level:  Advanced

Curriculum: Management

Wednesday 8:30 - 12:00 -- Room 204

Michael Roberto, Trustee Professor of Mgmt.
Bryant University, Smithfield, RI

  • Recognize common decision-making traps and biases that lead to flawed choices
  • Explore ways to create a climate of candor in your organization
  • Identify techniques for enhancing the quality of decision making on your teams
  • Discover ways to manage conflict constructively when making difficult decisions

Assignment of Benefits: Policy Giveaway

Session Code:  0225    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 313
Wednesday 10:30 - 12:00 -- Room 203

Michael Guerra, Dir.-Claims, Claims Governance
Citizens Property Insurance, Jacksonville, FL

Nathan M. Thompson, JD,  Senior Counsel
Citizens Property Insurance, Jacksonville, FL

  • 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

Autonomous Cars: The Future of Auto Claims

Session Code:  765    Session Level:  Intermediate

Curriculum: General Interest

Monday 1:30 - 3:00 -- Room 306
Tuesday 8:00 - 9:30 -- Room 203

Martin Frappolli, CPCU,  Sr. Dir.-Knowledge Resources
The Institutes, Malvern, PA

Donna Popow, CPCU, JD, AIC,  President & Owner
Donna J. Popow, LLC, Hatboro, PA

  • Describe how on-demand autonomous cars propel the move to a streaming transportation model
  • Analyze the impact of ownerless/driverless cars on risk management and insurance
  • Project the downstream effect on carmakers, public space, public transport, medicine, and society

Avoiding Litigation Pitfalls in Subrogation

Session Code:  0353    Session Level:  Intermediate

Curriculum: Subrogation

Monday 10:30 - 12:00 -- Room 208
Tuesday 10:30 - 12:00 -- Room 203

Lindsay Dansdill, JD,  Attorney
Grotefeld Hoffmann, Chicago, IL

Alison Sammartano, CPCU,  Subrogation Advocate
Allstate Insurance Group, Woodridge, IL

  • Analyze the potential cost/benefits of engaging in good faith settlements before commencing litigation
  • Describe the benefits of settling with some parties pre-suit
  • Evaluate various state laws that may impede efforts to file suit against multiple defendants
  • Provide evidence to prevent dispositive motions after filing suit
    ** Identify potential benefits/pitfalls to joining a class action as a subrogating carrier

Bad Faith Damages in Third-Party Claims

Session Code:  0915    Session Level:  Advanced

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 103
Wednesday 10:30 - 12:00 -- Room 210

Asim K. Desai, JD,  Partner
Gordon & Rees LLP, Los Angeles, CA

Kevin Willging, Executive Counsel
Travelers Companies, Hunt Valley, MD

  • Spot warning signs of bad-faith exposure in third-party contexts
  • Review emerging bad-faith issues and trends in the third-party claims
  • Identify warning signs of bad faith "set ups" by third-party claimants and develop responsive action plans

Bio-Hazard Losses & Recovery

Session Code:  0255    Session Level:  Intermediate

Curriculum: Adjusting Property

Wednesday 10:30 - 12:00 -- Room 310
Monday 3:30 - 5:00 -- Room 310

Peter P. Duncanson, Director-System Development
ServiceMaster Clean, Memphis, TN

Brian Klupper, Policies & Procedures Manager
American Family Insurance, Madison, WI

  • Describe the process of a bio-hazard loss and the impacts on family and cleaning technicians
  • Explore the potential pitfalls in clean up that result in higher cost
  • Define the safety and health precautions required by OSHA and state regulations

Business Income Claims: Resolving Problems

Session Code:  1165    Session Level:  Intermediate

Curriculum: Commercial Time Element Losses

Monday 10:30 - 12:00 -- Room 207
Tuesday 8:00 - 9:30 -- Room 207

Robert C. Burrell, CPCU, JD,  Attorney
Borgelt Powell Peterson et al, Milwaukee, WI

Curtis J. Reynolds, CPA,  Partner
Insight Forensic Accountants, New Berlin, WI

Scott Wittliff, Property Specialist
ACUITY A Mutual Insurance Co., Sheboygan, WI

  • Describe steps an insurer should take in the initial claim handling process, including contact with insured, coverage evaluation, reservation of rights, requesting documents
  • Identify specific business income/extra expense–related documents to be requested from the insured at each step of the claim process
  • Evaluate proper claim handling for several challenging claim scenarios
  • Outline the role of each of the participants in the business income/extra expense claim handling process--adjuster, accountant, attorney, etc.

CAT Management: Adv. Mapping Technologies/GIS

Session Code:  1535    Session Level:  Intermediate

Curriculum: PLRB

Monday 3:30 - 5:00 -- Room 206
Tuesday 1:30 - 3:00 -- Room 206

Adam Kostecki, Claims Officer
Amica Mutual Group, Lincoln, RI

Andrew Louchios, IT/Geospatial Specialist
PLRB, Downers Grove, IL

  • Utilize GIS technology for real-world storm and catastrophe studies
  • Analyze different GIS data sets that can assist CAT response efforts
  • Integrate GIS datasets and map services into your claims workflows
  • Conduct historical weather searches using PLRB's interactive mapping applications

Case Strategies: Property Forum Focus

Session Code:  0635    Session Level:  Intermediate

Curriculum: Alternate Dispute Resolution

Tuesday 1:30 - 2:30 -- Room 200
Wednesday 10:30 - 11:30 -- Room 200

Doug Ninow, CPCU, CIC, SCLA,  Instructional Designer/Trainer
Arbitration Forums, Inc., Tampa, FL

  • Identify the proximate cause allegation, and supporting evidence, of each party
  • Analyze strengths and weaknesses of the contentions and evidence presented by each party
  • Explain how each party can improve their overall case presentation

Casualty Claims Predictive Analytics

Session Code:  930    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 1:30 - 3:00 -- Room 101
Wednesday 8:30 - 10:00 -- Room 101

Mary Capelli Schellpfeffer, MD,  National Medical Director
AIS Review, Chicago, IL

  • Examine factors driving casualty claims complexity using claim illustrations
  • Distinguish between descriptive and predictive claims analytics
  • Recognize transitions in health services delivery which may influence claim duration and medical specials
  • Spot opportunities to integrate analytics into claims management to reduce inefficiencies, and foresee claims outcomes

Catastrophe Response Strategies

Session Code:  0425    Session Level:  Intermediate

Curriculum: Catastrophe

Monday 1:30 - 2:30 -- Room 302
Tuesday 3:30 - 4:30 -- Room 302

Scott LeBlanc, CRT Manager
Farmers Insurance Company, Olathe, KS

Mike T. Williams, Logistics Claims Manager
Farmers Insurance Company, Olathe, KS

  • Evaluate your readiness for a major hurricane, flood, or nor'easter
  • Develop a disaster response plan
  • Anticipate additional losses or exposures following a major catastrophe
  • Consider how advances in technology, weather reporting and preparedness will impact your plan

Claims Predictive Analytics & Business Intelligence

Session Code:  1235    Session Level:  Advanced

Curriculum: Management

Monday 1:30 - 3:00 -- Room 210
Tuesday 1:30 - 3:00 -- Room 204

Scott Henck, SVP, Group Claims
Chubb Limited, Warren, NJ

Ray Zientara, AIC,  Business Intelligence Manager
Amica Mutual Group, Lincoln, RI

  • Define the difference between business analytics and business intelligence
  • Examine the past, present, and future of reporting and analytics
  • Identify your current level of analytics maturity
  • Review key features of business intelligence and analytics software

Code Enforcement: What's Required vs. Desired

Session Code:  0215    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 302
Wednesday 3:30 - 5:00 -- Room 313

Stuart A. Mintz, AIC, RPA,  Assistant Vice President
Custard Insurance Adjusters, Norcross, GA

Harry Parrish, President/CEO
Construction Services Company, Rocklin, CA

  • Review the various stakeholders' interests in determining how building codes affect repair and restoration projects
  • Identify ways that adjusters can actively address building code enforcement policies and procedures
  • Describe ways an adjuster/expert can influence decisions prior to when the permanent repair design begins
  • Avoid pitfalls and delays to accurately set reserves with building code-related losses

Consent Judgments: Insurer's Problems & Solutions

Session Code:  1065    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 107
Wednesday 1:30 - 3:00 -- Room 107

Anne Kevlin, Vice President-Litigation
American Integrity Insurance, Tampa, FL

Anthony R. Zelle, JD,  Attorney
Zelle McDonough & Cohen, LLP, Boston, MA

  • Pinpoint reasons why claimants and insureds are turning to consent judgments with increasing frequency
  • Illustrate how insurers can avoid the serious threat posed by a consent judgment by heading it off before it is entered
  • Specify steps an insurer can take after a breakdown in the settlement process results in entry of a consent judgment
  • Formulate strategic options to contest the enforcement of consent judgments

Construction Defect Claims: CGL Coverage Issues

Session Code:  0955    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 1:30 - 3:00 -- Room 103
Wednesday 3:30 - 5:00 -- Room 103

John Mumford, JD,  Partner
Hancock Daniel Johnson et al, Glen Allen, VA

  • Survey trends in liability claims against builders and subcontractors
  • Describe differences in coverage issues relating to contractors, subcontractors, additional insureds, and indemnitees
  • Scrutinize key terms in the policy's insuring agreement and examine national trends and legislation as to what constitutes an “occurrence”
  • Analyze key CGL exclusions and exceptions, including the “damage to property”, “your work”, and others

Contents Claims: Hard Fraud/Soft Fraud

Session Code:  0525    Session Level:  Intermediate

Curriculum: Special Investigations/Fraud

Tuesday 3:30 - 5:00 -- Room 311
Wednesday 1:30 - 3:00 -- Room 203

Greg Nelsen,
Consultant, Tarpon Springs, FL

Andy Rock, JD,  Attorney
The Rock Law Group, Maitland, FL

  • Compare hard fraud, which involves complete fabrication, with soft fraud, which involves inflation
  • Identify and implement the most effective means of detecting fraud
  • Initiate and utilize new tools for dealing with fraud
  • Implement effective defenses based on fraud, concealment, and misrepresentation

Contingent Business Interruption Losses: Top Priorities

Session Code:  1125    Session Level:  Intermediate

Curriculum: Commercial Time Element Losses

Monday 1:30 - 3:00 -- Room 207
Tuesday 3:30 - 5:00 -- Room 203

Patrick Gorman, JD,  Attorney
Jones, Skelton & Hochuli, PLC, Phoenix, AZ

Michael Haugen, CPA, CFE,  Dir.-Financial Forensics/Lit.
Epps Forensic Consulting PLLC, Scottsdale, AZ

Dennis Osvog, General Adjuster
Frontier Adjusters, Inc., Prescott Valley, AZ

  • Describe the intent of contingent business interruption loss coverage
  • Assess contingent business interruption loss coverage triggers and complexities
  • Prioritize actions when adjusting contingent business interruption losses
  • Explain how contingent business interruption losses are calculated
    ** Describe the “why” behind a request for key records and information relevant to measuring contingent time element losses

Contractual Indemnity & Additional Insured Liability

Session Code:  1055    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 10:30 - 12:00 -- Room 200
Wednesday 1:30 - 3:00 -- Room 103

John S. Hanlon, SCLA,  Complex Claims Unit Manager
Selective Insurance Group, Branchville, NJ

Dan Kohane, JD,  Senior Partner
Hurwitz & Fine, P.C., Buffalo, NY

  • Distinguish between an insurer's obligations to those who qualify as additional insureds and those who benefit from contractual indemnity obligations
  • Evaluate how tenders of defense and indemnity should be made under both policy and trade agreement
  • Describe the protocols to be considered when tenders are received under both insurance policy and contract
  • Identify the relevant factors when sending or receiving tenders

Criminal Acts, Catastrophic Crime & Terrorism

Session Code:  935    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 101
Tuesday 10:30 - 12:00 -- Room 101

Bradford S. Purcell, JD,  Partner
Purcell & Wardrope Chartered, Chicago, IL

  • Identify who is potentially liable for criminal acts, including terrorism
  • Review the theories of liability against typical target defendants
  • Evaluate defenses available for the target defendants
  • Describe the unique challenges and exposures with litigation arising out of criminal acts

Customer Service: The Nature of Client Relationships

Session Code:  0715    Session Level:  Intermediate

Curriculum: General Interest

Wednesday 10:30 - 11:30 -- Room 304
Tuesday 3:30 - 4:30 -- Room 210

Shameem Awan, CPCU, AIC,  Assistant Vice President
Amica Mutual Group, Lincoln, RI

Patricia King, AIC,  Claim Director-Multiple Lines
American National P&C Group, Albany, NY

  • Review the needs and interests of both your organization and your client
  • Identify the appropriate use of technology while maintaining a personal relationship with your customer
  • Manage public and technology-driven expectations when investigating and resolving claims

Cyber Risks: Trends & Exposures

Session Code:  1475    Session Level:  Intermediate

Curriculum: Technology

Tuesday 8:00 - 9:30 -- Room 204
Wednesday 1:30 - 3:00 -- Room 306

Thomas B. Caswell, JD,  Partner
Zelle LLP, Minneapolis, MN

David Llorens, Director
RSM, Houston, TX

  • Identify the trends in hacking activity
  • Describe the evolving cyber exposures faced by different industries
  • Explore the advances in ethical hacking, penetration testing and other methods of protection

Defective Warnings Claims: A Subrogation Challenge

Session Code:  0313    Session Level:  Intermediate

Curriculum: Subrogation

Tuesday 8:00 - 9:30 -- Room 313
Wednesday 1:30 - 3:00 -- Room 313

Kenneth T. Levine, JD,  Member
de Luca | Levine, Blue Bell, PA

William J. Vigilante Jr., PhD,  Human Factors/Ergonomics Exp.
Vigilante Forensic, Phoenixville, PA

  • Describe what really makes a warning or safety instruction “adequate”
  • Outline the importance of product design hazard control (the safety hierarchy) and how it applies to subrogation claims
  • Identify the top four warnings design issues subrogation professionals face; and their effects on subrogation claims and lawsuits
  • Review the necessities and tools to support and prove these complex types of subrogation products liability claims

Defending Against the “Reptile Theory”

Session Code:  0945    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 3:00 -- Room 104
Tuesday 3:30 - 5:00 -- Room 104

Kenneth Bunn, AIC,  AVP, Claims
Builders Mutual Insurance Co., Raleigh, NC

JD Keister, JD,  Attorney
MGC Insurance Defense, Raleigh, NC

  • Examine considerations for litigation
  • Analyze the foundations of the Reptile Theory and the teachings of Ball and Keenan
  • Compare the various ways plaintiff attorneys are putting the Reptile Theory into action across the country
  • Identify how to spot the reptile and manage a claim before suit is filed
    ** Strategize ways to effectively and efficiently defend against a reptile case during discovery

Diminution in Value, Cosmetic Damage & Matching

Session Code:  1315    Session Level:  Intermediate

Curriculum: Property Coverage

Tuesday 1:30 - 2:30 -- Room 309
Wednesday 3:30 - 4:30 -- Room 210

Anthony Antonellis, JD,  Attorney
Sloane and Walsh, LLP, Boston, MA

William Lamb, CPCU,  Manager, Property Claims
Norfolk & Dedham Group, Dedham, MA

  • Identify diminution in value and cosmetic damage issues in residential and commercial property losses
  • Evaluate the policy language upon which proponents maintain a basis for coverage and provide examples of policy language directly limiting coverage for diminution in value and cosmetic damage claims.
  • Describe recent developments in case law throughout the nation
  • Outline recent trends and distinctions amongst different jurisdictions

Driverless Cars: Liability & Coverage Issues

Session Code:  0985    Session Level:  Intermediate

Curriculum: Casualty Campus

Wednesday 1:30 - 3:00 -- Room 102
Tuesday 3:30 - 5:00 -- Room 102

Steven E. Peiper, JD,  Member
Hurwitz & Fine, P.C., Buffalo, NY

Cheri K. Trites, JD,  Coverage Counsel Manager
EMC Insurance Companies, Des Moines, IA

  • Analyze potential liability exposures presented by driverless cars
  • Evaluate issues affecting underwriters and the underwriting process
  • Identify potentially liable parties and coordinating liability coverage among them
  • Examine policies covering liabilities arising out of driverless cars

Drones & Their Use in Claims

Session Code:  1425    Session Level:  Intermediate

Curriculum: Technology

Monday 3:30 - 4:30 -- Room 312
Tuesday 1:30 - 2:30 -- Room 312

Gary Sullivan, CPCU, AIC, AIM,  VP Property & Subro. Claims
Erie Insurance Group, Erie, PA

  • Review the emerging regulatory environment for drone operations
  • Explore potential use cases for drone flights in claims
  • Describe hardware and software options available to support drone operations
  • Evaluate other issues, such as privacy concerns, that may impact successful drone operations

Earthquake Claims Handling Accreditation

Session Code:  445    Session Level:  Advanced

Curriculum: Catastrophe

Tuesday 3:30 - 5:00 -- Room 306

Dan Dyce, CPCU, RPA,  Consultant
Dan Dyce Consulting, Sacramento, CA

  • Review the California Fair Claims Settlement Practices Regulations
  • Establish an accurate estimate of covered earthquake damage
  • Describe the appropriate level of detail and documentation needed for an earthquake damage estimate
  • Review the California Earthquake Claims Mediation Program
    This session is a companion session to "Earthquake Damage Assessment & Repair: Residential" or “Earthquake Damage Assessment & Repair: Commercial.” Attendees can earn their California Earthquake Claims Handling Accreditation certificate after attending this session plus either the residential or commercial session mentioned above.

Earthquake Damage Assessment & Repair: Commercial

Session Code:  0467    Session Level:  Advanced

Curriculum: Catastrophe

Tuesday 10:30 - 12:00 -- Room 306

Morgan Griffith, Managing Engineer
Exponent, Menlo Park, CA

  • Review current guidelines available for the evaluation and repair of earthquake damage in common commercial construction types
  • Summarize the tools and techniques used to distinguish between cosmetic and structural damage as well as between old and new damage
  • Describe effective repair methods for various types of non-structural earthquake damage
  • Identify common structural engineering issues and provide guidance on effective communication with engineers
    Recommended for adjusters who have previously taken "Earthquake Damage Assessment & Repair: Residential" session.
    This session is a companion session to "Earthquake Claims Handling". Attendees can earn their California Earthquake Claims Handling Accreditation certificate after attending "Earthquake Claims Handling" plus either the residential or commercial session.

Earthquake Damage Assessment & Repair: Residential

Session Code:  0465    Session Level:  Intermediate

Curriculum: Catastrophe

Tuesday 1:30 - 3:00 -- Room 306

Morgan Griffith, Managing Engineer
Exponent, Menlo Park, CA

  • Review current guidelines available for the evaluation and repair of earthquake damage in woodframe construction
  • Summarize the tools and techniques used to distinguish between cosmetic and structural damage as well as between old and new damage
  • Describe effective repair methods for various types of common earthquake damage
  • Identify circumstances requiring engineering assistance and provide guidance on effective communication with engineers
    This session is a companion session to "Earthquake Claims Handling". Attendees can earn their California Earthquake Claims Handling Accreditation certificate after attending "Earthquake Claims Handling" plus either the residential or commercial session.

Emerging CGL Risks: Coverage Issues

Session Code:  965    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 8:00 - 9:30 -- Room 102
Monday 10:30 - 12:00 -- Room 200

Larry Mason, JD,  Senior Shareholder
Segal McCambridge Singer et al, Chicago, IL

Crystal Uebelher, CPCU, JD,  Claims Attorney
SECURA Insurance Companies, Appleton, WI

  • Identify new and emerging risks that CGL insurers should be prepared to adjust
  • Analyze liability policy language relevant to adjusting these emerging risks
  • Explore how courts may resolve coverage disputes involving emerging risks claims
  • Discover proactive strategies for effective claims resolution of emerging CGL risks claims

Employee Engagement: Strategies for Success

Session Code:  1255    Session Level:  Intermediate

Curriculum: Management

Tuesday 1:30 - 3:00 -- Room 304
Wednesday 1:30 - 3:00 -- Room 204

Susan Cavanagh, AVP-Claims
Western National Insurance, Edina, MN

Lisa Horn, CPCU, AIM, AIC,  Director-Claim Technology
Western National Insurance, Edina, MN

  • Explore behaviors that indicate an employee’s level of engagement
  • Describe motivational methods that bring out the best in employees and encourage teamwork
  • Discover collaborative career development techniques to retain employees for the long haul
  • Examine practical approaches for building and maintaining engagement momentum

Enforcing Policy Duties in a Claims Investigation

Session Code:  0275    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 3:30 - 5:00 -- Room 202
Tuesday 10:30 - 12:00 -- Room 202

Michele Chapnick, JD,  Shareholder
Gregory & Meyer, P.C., Troy, MI

Kathy London, CPCU,  Sr. Claims Resolution Spec.
Liberty Mutual Insurance, Montgomeryville, PA

  • Review the principal tenets of policy duties including the origins, authority, and purpose of policy duties
  • Explore specific policy duties to evaluate the proper use, timing and scope
  • Identify ways that policy duties can be used tactically to assist a claims adjustment and investigation
  • Analyze unique issues, scenarios, and problems surrounding policy duties

Ensuing Loss: When Is It Covered?

Session Code:  1365    Session Level:  Intermediate

Curriculum: Property Coverage

Monday 10:30 - 12:00 -- Room 309
Tuesday 10:30 - 12:00 -- Room 309

Thomas Casson, Zonal VP
American International Group, New York, NY

William Kramer, President
William Kramer & Associates, Avon, CT

Mindy M. Medley, JD,  Shareholder
Clausen Miller, PC, Chicago, IL

  • Determine what is an ensuing loss/resulting damage
  • Identify the various types of policy language that cover ensuing losses/resulting damage
  • Evaluate how different jurisdictions treat ensuing loss/resulting damage language
  • Decide if various ensuing losses are covered under a variety of claim scenarios

Establishing Prejudice as a Coverage Defense

Session Code:  1005    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 10:30 - 11:30 -- Room 102
Wednesday 8:30 - 9:30 -- Room 102

Patrick E. Winters, JD,  Partner
Plunkett Cooney, Bloomfield Hills, MI

  • Examine those coverage defenses where prejudice comes into play
  • Assess whether there is a need to establish prejudice
  • Analyze the different approaches utilized in various states to evaluate whether and to what extent prejudice must be shown
  • Survey case law to identify current trends in how prejudice is proven
    ** Identify what is required to establish prejudice when required for a successful defense

Estimating with New Technologies

Session Code:  0245    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 3:00 -- Room 304
Tuesday 3:30 - 5:00 -- Room 304

Pascal Bégin, VP-Product Management
Symbility, Toronto, ON

Robert Bragdon, Sr. Training Consultant
Hanover Insurance Group, Worcester, MA

John A. Postava, President & Co-Founder
Simsol Software Company, Orlando, FL

Ron Richardson, CPCU,  Assistant Vice President
Geomni Services, Lehi, UT

  • Describe advances in mobile technology
  • Examine the pros and cons of tablets vs. laptops
  • Review integration with other emerging technologies (aerial mapping, storm tracking)
  • Outline the future of drones and their role in claims adjustments

Evolution of Collapse Coverage

Session Code:  1325    Session Level:  Intermediate

Curriculum: Property Coverage

Wednesday 10:30 - 12:00 -- Room 309
Tuesday 3:30 - 5:00 -- Room 309

Harry Allen, PE,  Structural Engineer
HRA Engineering LLC, Gurnee, IL

Chad Dannewitz, Sr. Property Supervisor
EMC Insurance Companies, Des Moines, IA

Sean O'Brien, JD,  Shareholder
Bradshaw Fowler Proctor et al, Des Moines, IA

  • Review how courts have historically interpreted collapse-related policy provisions
  • Describe the modern policy language addressing coverage for the peril of collapse
  • Examine recent cases interpreting modern collapse-related policy provisions
  • Identify engineering issues that may arise during the adjustment of a collapse-related loss

Extra Expense: Past, Present & Future

Session Code:  1115    Session Level:  Intermediate

Curriculum: Commercial Time Element Losses

Monday 3:30 - 5:00 -- Room 200
Wednesday 10:30 - 12:00 -- Room 207

Louis Magnan, Managing Partner
Magnan Graizzaro & Associates, New York, NY

Anthony R. Scariano, Sr. Executive General Adjuster
VeriClaim, Inc., New York, NY

  • Describe coverage and adjustment distinctions between pure extra expense and expenses to reduce the loss
  • Review appropriate adjustment responses for extra expense claims in various types of businesses
  • Accurately measure extra expense exposure of complex loss scenarios

Fort McMurray Fire Loss: Lessons Learned

Session Code:  0825    Session Level:  Intermediate

Curriculum: Large Property Losses

Monday 1:30 - 3:00 -- Room 204
Tuesday 3:30 - 5:00 -- Room 310

Bill Adams, VP-Western & Pacific
Insurance Bureau of Canada, Edmonton, AB

David McGown, SVP-Strategic Initiatives
Insurance Bureau of Canada, Toronto, ON

  • Review the major challenges in adjusting widespread losses associated with the Fort McMurray fires
  • Explore opportunities for collaboration with public entities, responding groups, and other insurers
  • Identify options for response, stabilization, and rebuilding associated with this large scale catastrophe
  • Evaluate lessons learned from the Fort McMurray fire losses

Foundation Losses: Houses Built on Sand?

Session Code:  1345    Session Level:  Intermediate

Curriculum: Property Coverage

Tuesday 1:30 - 3:00 -- Room 313
Wednesday 10:30 - 12:00 -- Room 306

Gerald P. Dwyer, JD,  Partner
Robinson & Cole, LLP, Hartford, CT

Benjamin T. Irwin, PE,  Principal Consultant
Rimkus Consulting Group, Inc., King of Prussia, PA

  • Examine the competing theories relating to the source and cause of the recent and numerous crumbling concrete claims
  • Identify the complex coverage, loss measurement, and mitigation issues presented by these claims
  • Explore the responses by insurance departments, attorneys general, and the insurance industry

Geotechnical & Geologic Claims

Session Code:  295    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 10:30 - 12:00 -- Room 204
Tuesday 3:30 - 5:00 -- Room 204

Emily K. Dotson, Attorney
Resnick & Louis, P.C., Scottsdale, AZ

Robert McMichael, PE,  Geotechnical Resource Manager
Madsen, Kneppers & Associates, Phoenix, AZ

  • Recognize the various hazardous conditions that may result in a geotechnical/geologic loss (e.g., expansive soils, sinkholes, landslides, etc.)
  • Distinguish between geologic conditions and construction defects
  • Describe available repair concepts and associated costs for repairs associated with geotechnical and geologic losses
  • Identify subrogation potential early in the investigation to improve coordination between experts and subrogation counsel

Governmental Entities: Liability Exposures

Session Code:  1035    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 10:30 - 11:30 -- Room 107
Monday 10:30 - 11:30 -- Room 103

Charles W. Browning, JD,  Partner
Plunkett Cooney, Bloomfield Hills, MI

  • Illustrate the types of civil claims brought against governmental entities and officials including claims for excessive force, civil rights violations, wrongful prosecution (after exoneration), and lead-contaminated water systems
  • Review the types of coverage forms applicable to governmental entities and officials
  • Assess the potential immunity issues presented by these claims
  • Analyze the emerging coverage issues presented by these claims

Hail Damage to Light HVAC Losses

Session Code:  0285    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 1:30 - 3:00 -- Room 208
Wednesday 1:30 - 3:00 -- Room 208

Jay Dykstra, Sr. Learning Facilitator
Travelers Companies, Windsor, CT

Matt Livingston, Vendor Programs & Education
HVAC Investigators LLC, Charlotte, NC

  • Identify the specific components of light commercial and residential HVAC systems that can be damaged by hail
  • Evaluate the impact and extent of damages that accompany hail losses
  • Review the hierarchy of repairs that can restore hail-damaged HVAC systems to pre-loss condition
  • Describe the role that regulatory requirements play in HVAC repairs and replacements

Handling The Large Commercial Fraud Case

Session Code:  0865    Session Level:  Advanced

Curriculum: Large Property Losses

Tuesday 8:00 - 9:30 -- Room 306
Wednesday 3:30 - 5:00 -- Room 306

Neal Cason, CPA,  Partner
Matson Driscoll & Damico, LLP, Atlanta, GA

Frederick Ferrand, JD,  Partner
Swift Currie, Atlanta, GA

Timothy Simpson, Property Unit Manager
York Risk Services Group, Columbus, OH

  • Identify areas of potential fraud in large commercial losses in the submission of the claim
  • Apply investigative techniques to determine whether the claim is fraudulent
  • Explore ways to overcome the insured's attempts to conceal fraud
  • Describe appropriate measures and strategies when fraud is identified

Heavy Equipment Adjustment Challenges

Session Code:  0325    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 3:30 - 5:00 -- Room 309
Wednesday 8:30 - 10:00 -- Room 309

Debra Brickner, Sr. National Claims Director
W. R. Berkley Group, Schaumburg, IL

Tom Fergus, Heavy Equip. Claims Specialist
N. E. Truck & Equip. Claims, Wolfeboro Falls, NH

  • Review the types of typical heavy equipment often involved in claims
  • Describe valuation challenges that can accompany these specialty claims
  • Trace some recent developments in heavy equipment coverages
  • Identify the qualifications you might seek in heavy equipment adjusters and consultants

High Exposure Casualty Claims

Session Code:  1017    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 1:30 - 3:00 -- Room 102
Wednesday 3:30 - 5:00 -- Room 102

Julie Murzyn, JD,  Partner
O'Neill McFadden & Willet LLP, Schererville, IN

Sarah Zumbahlen, JD,  Associate Legal Counsel
Illinois Casualty Company, Rock Island, IL

  • Examine approaches for handling high-value liability claims and suits from factual investigation to settlement or trial
  • Recognize issues surrounding the retention and use of experts
  • Explore effective approaches to identify and put together reasonable, good faith offers or to decide that the case should go to trial
  • Assess how much and what type of involvement the adjuster should have during litigation

Homeowners Coverage: Secondary Homes

Session Code:  1355    Session Level:  Intermediate

Curriculum: Property Coverage

Monday 1:30 - 3:00 -- Room 208
Wednesday 8:30 - 10:00 -- Room 208

John McLaughlin, AIC,  Associate Vice President
Narragansett Bay Insurance, Pawtucket, RI

Michael T. Ryan, Partner
Merry, Farnen & Ryan, P.C., Roseville, MI

  • Properly apply special limits to personal property claims
  • Demonstrate what triggers Additional Living Expense coverage, how it is defined, and what is owed
  • Review the mold endorsement and case law surrounding it
  • Properly investigate and evaluate coverage as it applies to pipe-freeze claims that occur in a home that is not a primary residence

Homeowners Liability Coverage: Emerging Issues

Session Code:  1045    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 8:00 - 9:30 -- Room 104
Wednesday 1:30 - 3:00 -- Room 101

Kenneth P. Williams, JD,  Partner
Moffett Vitu Lascoe et al, Birmingham, MI

  • Describe the expansion of homeowners policy liability coverage to respond to increasing exposures posed by technological advancements and emerging issues affecting personal liability
  • Survey evolving state and federal law with respect to courts' broadening interpretation of policy language to address coverage for exposures posed by use of drones, ride and house sharing, cyber-bullying, and vicarious liability for unlicensed professionals
  • Analyze approaches to coverage for these liability exposures

ISO Changes to Additional Insured Endorsement

Session Code:  1655    Session Level:  Intermediate

Curriculum: Underwriting

Monday 3:30 - 5:00 -- Room 203
Wednesday 8:30 - 10:00 -- Room 203

Theresa A. Guertin, Esq,  Attorney
Saxe Doernberger & Vita, P.C., Trumbull, CT

  • Describe recent changes to ISO standard additional insured endorsements
  • Identify potential problematic areas for policyholders in additional insured endorsements
  • Examine the “contractual privity” problem with additional insured endorsements and how recent changes to the forms have addressed this issue

Investigating Chemical Contamination Cases

Session Code:  0343    Session Level:  Intermediate

Curriculum: Subrogation

Monday 3:30 - 5:00 -- Room 313
Wednesday 10:30 - 12:00 -- Room 313

Sean J. Dee, PhD, PE,  Sr. Engineer-Thermal Practice
Exponent, Warrenville, IL

Michael S. Errera, JD,  Partner
Foran Glennon, Chicago, IL

  • Define investigation strategies for, and approaches to, contamination claims
  • Identify contaminants and contamination pathways in industrial processes and consumer products
  • Incorporate technical investigation findings into claim/recovery strategies
  • Investigate claim and recovery strategies
    ** Explore strengths and vulnerabilities in contamination cases through the use of case study examples

Large Commercial Roof Claims: Complex Issues

Session Code:  835    Session Level:  Advanced

Curriculum: Large Property Losses

Tuesday 10:30 - 12:00 -- Room 210
Wednesday 1:30 - 3:00 -- Room 210

Richard Booker, RPA, AIC,  Executive General Adjuster
VeriClaim, Inc., Flowood, MS

Michael F. Connor, PE,  Sr. Forensic Engineer
Unified Investigations, Hendersonville, TN

David Schifani, Partner
YOUNG & Associates, Germantown, TN

  • Identify potential damages to a commercial metal building roof, interior, personal property, and inventory resulting from a weather-related overload condition
  • Evaluate the loss and resolve claim disputes by skillfully using experts
  • Effectively adjust personal property loss with large inventory salvage when the insured decides what is damaged and what can be sold as salvage

Late Notice Roundtable: Trends, Tips & Traps

Session Code:  1034    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 2:30 -- Room 102
Wednesday 10:30 - 11:30 -- Room 102

Carol A. Griffin, Esq,  AVP & Assoc. General Counsel
Resolute Management Inc., Boston, MA

John Harding, JD,  Partner
Lewis Brisbois Bisgaard et al, Boston, MA

  • Identify and evaluate the impact of recent case law developments in late notice law
  • Explore related concepts such as pre-tender defense costs
  • Examine tips and traps in late notice cases
  • Analyze and apply late notice concepts

Legalized Marijuana & its Impact on Insurance Claims

Session Code:  785    Session Level:  Intermediate

Curriculum: General Interest

Monday 10:30 - 11:30 -- Room 310
Tuesday 10:30 - 11:30 -- Room 204

Michael W. Johnston, JD,  Member
Brown Dean Proctor & Howell, Fort Worth, TX

  • Identify key issues arising from the impact of marijuana legalization on property and casualty coverages
  • Evaluate whether "legal marijuana" is really legal
  • Describe issues related to marijuana as a crop vs. marijuana growing as a business
  • Review issues related to measuring intoxication from marijuana use and their impact on claims handling
    ** Analyze decisions/directives from insurance regulators in states with "legal" marijuana

Litigated Bodily Injury Claims

Session Code:  1075    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 102
Wednesday 8:30 - 10:00 -- Room 103

Thomas N. Brace, Claims/SIU Manager
Security Mutual Insurance, Ithaca, NY

Anthony J. Spiga, JD,  Partner
Gladstein, Keane & Partners, New York, NY

  • Define the basic elements of litigation
  • Identify and target relevant issues presented during the course of litigation
  • Create effective and prudent strategies in the handling of a litigated claim

Low-Speed Vehicle Collisions: The Biomechanics

Session Code:  1025    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 8:00 - 9:30 -- Room 107
Wednesday 10:30 - 12:00 -- Room 103

Richard V. Baratta, PhD, PE,  VP-Biomechanical Division
Rimkus Consulting Group, Inc., Houston, TX

  • Describe the biomechanics and reconstruction of low-speed vehicle collisions
  • Examine the use of engineering and other scientific data to evaluate damage and injuries
  • Identify various injuries and their mechanisms in low-speed vehicle collision analysis

Managing Claims Operations with New Tools

Session Code:  1245    Session Level:  Advanced

Curriculum: Management

Tuesday 8:00 - 9:30 -- Room 302
Wednesday 10:30 - 12:00 -- Room 302

Tim Bruffey, Vice President-Innovation
Accurence, Westminster, CO

William Galonski, CPCU, ARM, AIC,  AVP-Property Claims & SIU
Grange Mutual Casualty Group, Columbus, OH

Travis Phifer, AIC,  Sr. Claims Strategy Director
Ameriprise P&C Cos., De Pere, WI

  • Identify opportunity areas for tool utilization to drive improvements
  • Evaluate and examine how to integrate tools
  • Execute on full value of new tools with change management
  • Explore emerging technologies that take it to the next level

Managing Complex Homeowners' Losses

Session Code:  315    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 8:00 - 9:30 -- Room 304
Wednesday 3:30 - 5:00 -- Room 207

Randy M. Grundy, President & EGA
RGACM, Glen Ellyn, IL

Scott Mull, CPCU, AIC, SCLA,  Property Supervisor
Central Insurance Companies, Van Wert, OH

Scott Wing, JD,  Partner
Leahy Eisenberg & Fraenkel, Chicago, IL

  • Effectively manage and communicate with difficult insureds
  • Recognize and predict how, when, and why small ordinary claims can escalate into large complex claims for proactive claims handling
  • Use multiple claims tools in conjunction with one another to control claims escalation
  • Identify and manage the interplay of several claims investigation issues, including policy coverage, damages, and use of experts

Mediation: Maximizing the Process

Session Code:  0615    Session Level:  Intermediate

Curriculum: Alternate Dispute Resolution

Tuesday 8:00 - 9:30 -- Room 200
Wednesday 1:30 - 3:00 -- Room 200

Joseph Berman, JD,  Certified Mediator/Arbitrator
The Mediation Group, Brookline, MA

Seth V. Jackson, JD,  Partner
Zelle LLP, Framingham, MA

David Royal, Director of Complex Claims
Liberty Mutual Insurance, Weston, MA

  • Differentiate mediation, appraisal, and arbitration
  • Identify the factors in a dispute that would make it proper for mediation
  • Analyze the mechanics of setting up, preparing, participating, and properly concluding a mediation

Medicare Appeal Process & Recent Developments

Session Code:  1089    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 3:00 -- Room 203
Tuesday 8:00 - 9:30 -- Room 309

Vince Columbia, Claim Center General Counselor
Travelers Companies, Hartford, CT

Amelia Lafley, Claims Medicare Specialist
Enumclaw Insurance Group, Enumclaw, WA

  • Describe the Medicare Appeal Process and learn how to prepare an effective appeal
  • Identify the roles of the Benefits Coordination & Recovery Center (BCRC) and Commercial Repayment Center (CRC)
  • Learn how to effectively communicate with BCRC and CRC
  • Review recent case law developments, including those involving Medicare Advantage Plan

Mitigation of Time Element Losses

Session Code:  1135    Session Level:  Intermediate

Curriculum: Commercial Time Element Losses

Tuesday 10:30 - 12:00 -- Room 104
Wednesday 1:30 - 3:00 -- Room 207

James Chin, JD,  Attorney
Carlton Fields, Atlanta, GA

Glenn Ricciardelli, CPA,  Partner
Matson Driscoll & Damico, LLP, Boston, MA

Joe Slane, Executive Vice President, SLG
Engle Martin & Associates, King of Prussia, PA

  • Identify mitigation strategies under various claim scenarios from the perspective of the policyholder and insurance carrier
  • Describe how business income and extra expense coverage responds to potential loss mitigation activity, the differences between pure extra expense and expense to reduce loss, and any potential limitations in recovery under the coverages that may be in force
  • Evaluate potential coverage limitations under various loss scenarios, pertinent case law, and potential legal precedents

Mobile Apps for Adjusters

Session Code:  1465    Session Level:  Intermediate

Curriculum: Technology

Monday 3:30 - 5:00 -- Room 304
Wednesday 8:30 - 10:00 -- Room 306

Kevin Huff, AIC,  AVP-Director of Property
Crawford & Company, Atlanta, GA

Dean McCall, AIC, SCLA,  Director-Training/Development
American National P&C Group, Springfield, MO

  • Explore available apps that can assist claims adjusters
  • Highlight how apps can improve performance and efficiency for adjusters
  • Review the way apps are shifting and impacting the claim handling industry
  • Describe the advances and future impact of apps for adjusters
    ** Highlight challenges and obstacles involved with usage of apps

Multiple Claimant Cases: Minimizing Exposure

Session Code:  1094    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 2:30 -- Room 101
Tuesday 3:30 - 4:30 -- Room 101

Jamie Flowers, JD,  Associate Legal Counsel
Illinois Casualty Company, Rock Island, IL

Kimberly Ramey, JD,  Partner
Butler Weihmuller Katz Craig, Tampa, FL

  • Scrutinize court decisions from various jurisdictions addressing a carrier's duties and obligations when faced with multiple claimants and insufficient policy limits
  • Describe and illustrate effective strategies for investigating, evaluating and settling in good faith multiple claims with insufficient policy limits
  • Devise solutions to problems that frequently arise when attempting to resolve multiple claims with insufficient policy limits

NFIP Flood Insurance Certification: Part I

Session Code:  100    Session Level:  Intermediate

Curriculum: Catastrophe

Wednesday 8:30 - 12:00 -- Room 104

James A. Sadler, CPCU, AIC,  Special Asst. to the Director
FEMA, Arlington, VA

Donald Waters, Insurance Examiner
FEMA, Arlington, VA

  • Review coverages and provisions of all three Standard Flood Insurance Policy forms, to assist in fair and accurate claims adjustments
  • Describe the framework of the NFIP program and tools to perform flood policy adjusting duties
  • Identify the information, knowledge, and skills to be self-reliant, using the tools developed by the NFIP
  • Review ways to reduce adjusting errors and help ensure quality adjustment for all policyholders

NFIP Flood Insurance Certification: Part II

Session Code:  101    Session Level:  Intermediate

Curriculum: Catastrophe

Wednesday 1:30 - 5:00 -- Room 104

James A. Sadler, CPCU, AIC,  Special Asst. to the Director
FEMA, Arlington, VA

Donald Waters, Insurance Examiner
FEMA, Arlington, VA

  • Review coverages and provisions of all three Standard Flood Insurance Policy forms, to assist in fair and accurate claims adjustments
  • Describe the framework of the NFIP program and tools to perform flood policy adjusting duties
  • Identify the information, knowledge, and skills to be self-reliant, using the tools developed by the NFIP
  • Review ways to reduce adjusting errors and help ensure quality adjustment for all policyholders

NFPA 921 & 1033: Updates for Fire Investigation

Session Code:  0345    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 2:30 -- Room 310
Wednesday 8:30 - 9:30 -- Room 313

Robert F. Duval, New England Regional Director
National Fire Protection Assn., Quincy, MA

Michael T. Wixted, Emergency Services Specialist
National Fire Protection Assn., Quincy, MA

  • Review the basics of NFPA 921, methodology, level of certainty, and reliability
  • Describe the basics of NFPA 1033, minimum basic knowledge, and job performance requirements for fire investigators
  • Trace the history purpose of NFPA 921 & NFPA 1033
  • Explain why and how the scientific method is applied to origin and cause investigations

Negotiating Strategies in Bodily Injury Claims

Session Code:  0975    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 10:30 - 12:00 -- Room 207
Wednesday 1:30 - 3:00 -- Room 202

Richard Nouza, JD,  Home Office Claims Manager
Central Insurance Companies, Van Wert, OH

Christine A. Sullivan, CPCU, AIM,  President
CAS Consulting, LLC, Chicago, IL

  • Identify the key components of an effective negotiation strategy
  • Build an effective negotiation strategy based on the merits of the case
  • Describe what tactics to employ to effectively negotiate a bodily injury claim
  • Apply the strategy and tactics to successfully negotiate the claim from the defense and plaintiff's point of view

Negotiation Skills for Claims Professionals

Session Code:  0735    Session Level:  Intermediate

Curriculum: General Interest

Monday 3:30 - 5:00 -- Room 311
Tuesday 1:30 - 3:00 -- Room 311

Carl Van, President & CEO
International Ins. Institute, New Orleans, LA

Paul Webb, Chief Claims Officer
Latitude Subrogation Services, Bloomfield Hills, MI

  • Define the five maxims of negotiations and the value of each during interactions with claimants
  • Develop persuasive techniques that reduce debate and saves you time
  • Identify and practice the five step process of negotiations
  • Recognize the strengths and weaknesses of your position on the claim

PLRB: On-Line Coverage Research

Session Code:  1525    Session Level:  Intermediate

Curriculum: PLRB

Wednesday 10:30 - 12:00 -- Room 206
Tuesday 10:30 - 12:00 -- Room 206

Patrick K. Biggins, JD,  Counsel
PLRB, Downers Grove, IL

David W. Fox, JD,  Counsel
PLRB, Downers Grove, IL

  • Update your coverage research skills using PLRB Search database
  • Discover new research tips and shortcuts
  • Access the latest property and liability cases, emerging issues, and other updated PLRB materials
  • This session is for staff of PLRB insurance company members.

Personal & Advertising Injury Claims: Advanced

Session Code:  1072    Session Level:  Advanced

Curriculum: Casualty Campus

Monday 10:30 - 12:00 -- Room 202
Tuesday 1:30 - 3:00 -- Room 107

Paul White, JD,  Attorney at Law
Wilson Elser Moskowitz et al, Los Angeles, CA

  • Discover claims currently being made under CGL policy personal and advertising injury coverage, including invasion of privacy, data breaches, and product disparagement
  • Analyze the scope and limitations of intellectual property exclusions on personal and advertising injury claims
  • Survey recent case law developments and assess their impact on coverage
  • Examine various statutory claims

Pill Mill Operations: Detecting & Investigating

Session Code:  0545    Session Level:  Intermediate

Curriculum: Special Investigations/Fraud

Monday 3:30 - 4:30 -- Room 204
Wednesday 8:30 - 9:30 -- Room 107

Steven A. Bodge, SCLA, CFE,  Major Case Manager
Nationwide Group, Washington, WV

Tomi L. Dorris, CFE, CIFI,  SIU Director-Midwest
Nationwide Group, Columbus, OH

  • Identify the scope of the problem caused by the overprescribing and abuse of prescription narcotics
  • Trace the connection between pill mills/drug diversion and insurance fraud
  • Identify various drug diversion schemes used by both claimants and providers
  • Recognize investigative techniques and methods to reduce losses attributed to drug diversion

Privilege & Discovery Issues in Claim Files

Session Code:  0795    Session Level:  Intermediate

Curriculum: General Interest

Tuesday 1:30 - 3:00 -- Room 310
Wednesday 3:30 - 5:00 -- Room 208

Sarah C. Huber, CPCU,  Associate Examiner
Amica Mutual Group, Lincoln, RI

Terry L. Welch, Jr., JD,  Attorney
Nielsen, Zehe & Antas, P.C., Chicago, IL

  • Describe why discoverability of claims file should be important to adjusters and why it may be sought by other parties
  • Evaluate scenarios in both first-party and third-party claims where the claims file could become the subject of a discovery dispute
  • Review recent legal trends related to the production of insurers' claim files
  • Analyze how courts determine whether to force insurers to produce claims files
    ** Identify practical steps adjusters can take to control the discoverability of their files

Project Management for Large Property Claims

Session Code:  0845    Session Level:  Advanced

Curriculum: Large Property Losses

Monday 10:30 - 12:00 -- Room 311
Tuesday 8:00 - 9:30 -- Room 310

Michael Barrett, CPCU, AIC,  National General Adjuster
Engle Martin & Associates, Oak Brook, IL

Jeff Reitsma, Practice Lead, Remediation
-30- Forensic Engineering, Toronto, ON

  • Compare the benefits and costs of including more discrete project management tools and staff on large loss projects, from multiple perspectives (insured, insurers, contractor, engineer)
  • Develop a toolbox to help with the management of large loss projects
  • Identify some appropriate value-added project management techniques to use in various types and sizes of large loss projects

Property Case Law Developments 2016

Session Code:  1330    Session Level:  Intermediate

Curriculum: Property Coverage

Tuesday 8:00 - 12:00 -- Room 311
Wednesday 8:30 - 12:00 -- Room 311

Janet L. Brown, CPCU, JD,  Partner
Boehm Brown Harwood, P.A., Orlando, FL

Wayne Taylor, JD,  Attorney
Mozley Finlayson & Loggins LLP, Atlanta, GA

  • Review current trends and improve your ability to forecast court decisions
  • Identify current issues and concerns in the property insurance field
  • Use reasoning skills to apply policy provisions to factual scenarios
  • Share viewpoints with other claims professionals and attorneys from around the country on property insurance issues

Property Claim Ethics: Adjusting in Good Faith

Session Code:  0375    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 1:30 - 3:00 -- Room 210
Wednesday 3:30 - 5:00 -- Room 311

Jonathan Barger, JD,  Attorney
Butler Weihmuller Katz Craig, Chicago, IL

Nanci L. Smilie, CPCU, AIC,  Property Claims 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

Property Valuation: Insurance to Value

Session Code:  1635    Session Level:  Intermediate

Curriculum: Underwriting

Monday 10:30 - 12:00 -- Room 312
Tuesday 3:30 - 5:00 -- Room 312

Cindy Lund, CIC,  Dir.-Property & Allied Lines
OneBeacon Insurance Group, Plymouth, MN

Narendra Srivatsa, AVP
Verisk Analytics, Jersey City, NJ

  • Determine the quality of data received from the agent/broker/insured, including data required to reflect appropriate valuation
  • Identify property claim issues including under-valuation when adjusting a claim
  • List influences affecting property under-valuation and premium leakage

Public Adjusters: Who is Adjusting the Loss?

Session Code:  0335    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 3:00 -- Room 312
Wednesday 8:30 - 10:00 -- Room 312

Christopher P. Flanagan, JD,  Partner
Wilson Elser Moskowitz et al, Boston, MA

James Stoops, CPCU,  NGA/Appraiser/Umpire
Cunningham Lindsey, Eden Prairie, MN

  • Compare the legal standing of a public adjuster in a property insurance claim vs. the insured or an attorney representing the insured
  • Describe how the claim process should be undertaken when a public adjuster is involved
  • Identify documents and timing of activities to apply to the adjustment when a public adjuster is involved
  • List the steps to achieve common goals with the public adjuster while maintaining control of the adjustment process

Quality Claim Files

Session Code:  0305    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 3:30 - 5:00 -- Room 208
Tuesday 10:30 - 12:00 -- Room 208

Todd Breton, President
Inspire Consulting Firm, Sugar Land, TX

Steve LaPierre, General Adjuster, Prop. Claims
Vermont Mutual Group, Montpelier, VT

  • Describe new channels of communication in today's adjusting world
  • Review effective forms of communication found in a claim file
  • Explain, using examples, what great written communication looks and feels like
  • Identify elements of a great claim file posting

Ride & House Sharing: Liability Coverage

Session Code:  925    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 3:00 -- Room 103
Tuesday 3:30 - 5:00 -- Room 103

Christian A. Cavallo, Esq,  Partner
Goldberg Segalla, Newark, NJ

  • Describe trends toward sharing rides and homes
  • Identify relevant auto and homeowners liability insurance coverage provisions
  • Illustrate liability exposures and assess insurance coverage issues
  • Survey legislation and regulations affecting various sharing activities

SIU Investigations: Emerging Trends

Session Code:  0565    Session Level:  Intermediate

Curriculum: Special Investigations/Fraud

Monday 3:30 - 5:00 -- Room 302
Wednesday 8:30 - 10:00 -- Room 207

Scott Gleitz, CPCU, CIFI, AIC,  Dir.-Special Investigations
North Star Mutual Insurance, Cottonwood, MN

Nicholas J. Maxwell, JD,  Partner
Maschka, Riedy & Ries, Mankato, MN

  • Identify data recorded and stored by today’s “smart” devices
  • Evaluate the use of that data in SIU investigations
  • Recognize emerging methods to generate falsified documents
  • Contrast legitimate documents with “fakes”
    ** Recognize how “Appraisal” is being used to commit fraud and increase insurer’s liability

Salvage Challenges with Commercial Property Claims

Session Code:  855    Session Level:  Advanced

Curriculum: Large Property Losses

Monday 3:30 - 5:00 -- Room 207
Tuesday 1:30 - 3:00 -- Room 202

Steve Kurdelmeier, Regional Manager
Greer & Kirby Company, Inc., Norcross, GA

Christopher E. McCoy, Sr. Executive General Adjuster
Engle Martin & Associates, Atlanta, GA

  • Review the types of large commercial property claims where salvors may be helpful
  • Describe how salvage factors into the adjustment of the claim
  • Work through various real world examples of various claims involving salvage
  • Outline other potential issues and roadblocks in dealing with salvage

Solar Panels & Their Impact on Roofing & Claims

Session Code:  0395    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 8:00 - 9:30 -- Room 208
Wednesday 10:30 - 12:00 -- Room 208

Murray J. Morrison, PhD,  Senior Research Engineer
IBHS, Richburg, SC

Dwayne Sloan, Manager, Principal Engineers
UL LLC, Research Triangle Park, NC

  • Review the features of roof-mounted solar panel racking systems, including how they are designed, installed and evaluated
  • Describe the fire performance of rack-mounted solar panel systems
  • Identify the implications of solar panel racking systems for adjuster and firefighter safety
  • Evaluate common types of failures and their implications for claims
    ** Identify hidden risks of roof-mounted solar panel systems and the need for regular inspections

Subrogation: What's New in the 21st Century

Session Code:  0363    Session Level:  Intermediate

Curriculum: Subrogation

Monday 1:30 - 3:00 -- Room 313
Tuesday 3:30 - 5:00 -- Room 313

David D. Brisco, Member
Cozen O'Connor, San Diego, CA

Lawrence Haney, Technical Claims Specialist
Liberty Mutual Insurance, Weston, MA

  • Evaluate new types of product liability losses from 21st century products, including e-cigarettes, hoverboards, lithium batteries, smart meters, and drones
  • Identify new types of property losses and new theories of liability under the growing Internet of Things (IoT) technology
  • Analyze how various search engines and social media sites continue to be used to prove the cause of a loss

Superstorm Sandy: Reflecting Upon Her Teachings

Session Code:  1375    Session Level:  Intermediate

Curriculum: Property Coverage

Tuesday 8:00 - 9:30 -- Room 312
Monday 10:30 - 12:00 -- Room 306

Melissa M. D'Alelio, JD,  Principal
Robins Kaplan LLP, Boston, MA

Meredith L. Murphy, JD,  Litigation Counsel
FM Global, Johnston, RI

  • Explore property insurance policy provisions addressing "named storm," "flood," "storm surge," and the ability to stack "limits of liability"
  • Survey recent case developments and emerging coverage trends involving the applicability of these provisions to Sandy losses
  • Apply these policy provisions to complex coverage questions, analyzing factual nuances that may change the application
  • Assess methods to determine coverage for claims that involve complex flood, storm surge, named storm, and limit-stacking arguments

Supply Chain Product Liability Exposure

Session Code:  1645    Session Level:  Intermediate

Curriculum: Underwriting

Tuesday 8:00 - 9:30 -- Room 202
Wednesday 10:30 - 12:00 -- Room 202

Kenneth Ross, JD,  Of Counsel
Bowman and Brooke LLP, Midway, UT

  • Outline the actions of those in chain of production
  • Describe legal responsibilities and risks of those in the chain
  • Examine the methods by which each entity can minimize or shift risk
  • Identify various practices in risk minimization procedures

Torts in Cyberspace: Coverage Issues, Part 2

Session Code:  1088    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 3:00 -- Room 107
Tuesday 3:30 - 5:00 -- Room 107

Rina Carmel, JD,  Attorney
Zelle McDonough & Cohen, LLP, Los Angeles, CA

  • Define the elements of cybertorts, including cyberdisparagement, cyberbulling, and cyberrevenge
  • Analyze coverage under CGL and homeowners policies for cybertorts
  • Evaluate coverage for allegations against insured parents for negligent supervision of their minor children who commit cybertorts
  • Compare methods to properly investigate cybertort claims to investigating traditional tort claims

Traumatic Brain Injury: Evaluating Claims

Session Code:  1085    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 104
Tuesday 1:30 - 3:00 -- Room 104

David R. Price, PhD,  President
The Forensic Network, Greenville, SC

Robert S. Stickley, JD,  Partner
Langsam Stevens Silver et al, Philadelphia, PA

  • Describe what constitutes a mild traumatic brain injury, moderate traumatic brain injury, and severe traumatic brain injury
  • Identify what records and documents are needed for appropriate brain injury evaluation
  • Distinguish the prognosis for recovery from mild, moderate, and severe traumatic brain injuries
  • Evaluate the high probability of fraud and malingering in mild traumatic brain injury claims

Underwriting, Claims & Agents Partnership

Session Code:  1625    Session Level:  Intermediate

Curriculum: Underwriting

Monday 1:30 - 3:00 -- Room 202
Wednesday 8:30 - 10:00 -- Room 202

Susan Dillon, CIC,  Comm'l Lines Underwriting Mgr.
EMC Insurance Companies, Blue Ash, OH

Robert M. Milsop, Transportation/Logistics Spec.
Wolpert Insurance Agency, Worcester, MA

Greg Patterson, Sr. Claims Mgr.-Prop. & IM
Great American P&C Group, Cincinnati, OH

  • Describe the unique perspectives, skills, and motivations of underwriters and claim professionals
  • Examine various interaction points of underwriting with claims
  • Identify ways that underwriters and claims professionals can assist one another
  • Identify ways that underwriters can help bridge the gap between agents, insureds, and internal partners (products, loss control)

Unfair Claims Practices Act: This is Jeopardy

Session Code:  0365    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 8:00 - 9:30 -- Room 210
Wednesday 1:30 - 3:00 -- Room 310

Douglas Osborne, CFE, CIFI,  SIU Manager
Kemper Corporation, Olympia, WA

Jennie Philip, JD,  Attorney
Marshall Dennehey Warner et al, Philadelphia, PA

  • Identify quality general claims handling requirements based on the Model Unfair Claims Practices Act (MUCPA)
  • Describe requirements for effective communications between the carrier and the insured under the Model Unfair Claims Practices Act
  • Practice good faith claims handling techniques and avoid problematic behaviors under the Model Unfair Claims Practices Act
  • Apply particular policy provisions and exclusions appropriately that are sometimes misinterpreted and misused in practice

Vandalism vs. Theft

Session Code:  0385    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 103
Wednesday 3:30 - 5:00 -- Room 200

Gregory Holt, AIC,  Property Claims Supervisor
EMC Insurance Companies, Warwick, RI

Steve Lemmo, PE,  Director
Halliwell Engineering Assoc., East Providence, RI

William A. Schneider, JD,  Partner
Morrison Mahoney LLP, Boston, MA

  • Define the meaning of the perils of vandalism and theft, including how modern policy forms and the courts have described and defined each one
  • Recognize challenges involved with investigating building losses involving theft of valuable components from electrical, mechanical, and HVAC systems
  • Analyze theft claims involving valuable building components based on judicial decisions construing perils of theft and vandalism
  • Implement solutions to adjusting theft losses with related vandalism claims through use of appropriate consultants

Water Loss Documentation

Session Code:  0355    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 312
Wednesday 1:30 - 3:00 -- Room 311

Daniel Bernazzani, PhD,  SVP Environmental Division
YOUNG & Associates, Swampscott, MA

Robert J. Donahue, Jr., AIC,  National Training Manager
VeriClaim, Inc., Roseville, CA

David G. Hooper II, Resource Mgr.-Microbiologist
Madsen, Kneppers & Associates, Chicago, IL

  • Evaluate various estimates for water damage remediation
  • Describe scoping strategies with water losses
  • Prepare accurate mitigation estimates for a variety of claims

Wearable Technology: New Tool in Claims Defense

Session Code:  1485    Session Level:  Intermediate

Curriculum: Technology

Monday 10:30 - 11:30 -- Room 313
Tuesday 1:30 - 2:30 -- Room 207

Stephanie Behnke, Divisional Manager-Claims
Mercury Insurance Group, Brea, CA

Brendan J. Gaughan, JD,  Founding Partner
CMBG3 Law LLC, Boston, MA

  • Explore new and innovative ways to investigate claims through use of wearable gadgets
  • Identify different types of wearable technology and the personal information they provide
  • Obtain, preserve, and interpret information collected by wearable technology
  • Evaluate quality of life and emotional distress claims by using wearable device data
    ** Review current trends involving the admissibility and discoverability of information gathered through wearable devices

Winter Storm Damage Claims

Session Code:  0475    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 304
Monday 10:30 - 12:00 -- Room 210

Jack Halliwell, PE,  President
Halliwell Engineering Assoc., Aventura, FL

Iolanda Mestre-Gonzalez, VP-Major Loss Comm'l Prop.
American International Group, Boston, MA

  • Review the different perils and special adjusting issues of winter storms, including snow loads and roof collapses, ice dams, freeze-ups, and power outages
  • Describe the investigation techniques required for winter storm damage claims including meteorological data and analysis, engineering analysis, and special consideration of multiple events
  • Evaluate special considerations of winter storm damage claims

Women's Leadership in Insurance

Session Code:  775    Session Level:  Intermediate

Curriculum: General Interest

Tuesday 3:30 - 5:00 -- Room 200

Lisa Bergeron, Chief Visionary Officer
AWE, Providence, RI

Jenny Pye, CPCU, AIC,  Director-Quality Improvement
Liberty Mutual Insurance, Boston, MA

Lisa St. Onge, AIC, AIM,  Sr. AVP Claims
Amica Mutual Group, Lincoln, RI

  • Review communication perceptions and techniques to enhance your message delivery
  • Describe the impact of confidence in leadership
  • Explore the differences between a mentor and sponsor
  • Build your personal brand and ways you can make a difference in your organization

Working with 21st Century Building Components

Session Code:  0330    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 3:00 -- Room 311
Tuesday 3:30 - 5:00 -- Room 208

John W. Glissmeyer, Strategic Training Manager
Xactware, Lehi, UT

Jeff Taxier, Education & Training Manager
American Technologies, Inc., Tucson, AZ

  • Describe the recent evolution of building products and materials
  • Identify the most common “newish” building materials used in residential and commercial restoration and remodeling
  • More accurately estimate unusual and so-called one-of-a-kind items that may be found in more recent buildings