2017 Educational Sessions By Presenter

























Ramey, Kimberly

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

Reitsma, Jeff

Project Management for Large Property Claims

Session Code:  0845    Session Level:  Advanced

Curriculum: Large Property Loss

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

Reynolds, Curtis J.

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.

Ricciardelli, Glenn

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

Richardson, Ron

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

Roberto, Michael

Art of Critical Decision Making

Session Code:  1215    Session Level:  Advanced

Curriculum: Adjusting Property

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

Rochelson, Edgar

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

Rock, Andy

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

Ross, Kenneth

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

Royal, David

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

Ryan, Michael T.

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., St. Clair Shores, 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