2017 Educational Sessions By Presenter

























Halliwell, Jack

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

Haney, Lawrence

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

Hanlon, John S.

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

Harding, John

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

Haugen, Michael

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

Henck, Scott

Claims Predictive Analytics & Business Intelligence

Session Code:  1235    Session Level:  Advanced

Curriculum: Adjusting Property

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

Holt, Allan

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

Holt, Gregory

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

Hooper II, David G.

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

Horn, Lisa

Employee Engagement: Strategies for Success

Session Code:  1255    Session Level:  Intermediate

Curriculum: Adjusting Property

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

Huber, Sarah C.

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

Huff, Kevin

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