2017 Educational Sessions By Presenter

























Fein, Meryl

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

Fergus, Tom

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

Ferrand, Frederick

Handling The Large Commercial Fraud Case

Session Code:  0865    Session Level:  Advanced

Curriculum: Large Property Loss

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

Flanagan, Christopher P.

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

Flowers, Jamie

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

Fonda, Rodney Q.

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

Fox, David W.

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.

Frappolli, Martin

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