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A B C D E F G H J K L M N O P Q R S T U W Y Z

Oscar J. Cabanas

Defending Negligent Premises Security Claims

State Approved CE Credits:FL TX

Monday 1:30 - 3:00
Tuesday 1:30 - 3:00

Oscar J. Cabanas, JD, Partner, Wicker Smith PA
Kelly S. Klatt, CEO, Center for Security Solutions
Michele Mecca, MCU Liability Claim Specialist, Zurich Financial Services NA

  • Identify issues and challenges of defending premises security claims
  • Describe tools to be used in combating premises security cases
  • Examine strategies in resolving and defending security claims today
  • Meredith Campbell

    Superstorms to Terrorism: State of Emergency

    State Approved CE Credits:FL TX

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

    Meredith Campbell, National General Adjuster, York Risk Services Group, Inc.
    James Cohen, PE, Consultant, James Cohen Consulting
    Mark D. Shifton, JD, Partner, Seiger Gfeller Laurie LLP

  • Effectively respond, investigate, and adjust property and personal property claims during and in the aftermath of a declared disaster
  • Explore the unique issues, both practical and legal, when adjusting property losses resulting from declared states of emergency
  • Evaluate various logistical, practical, and professional impacts a declared state of emergency may have on an insurance professional’s response to property and personal property claims
  • Identify the impact of a declared state of emergency upon an insurer’s potential exposure to claims of bad faith/extra-contractual liability following the denial of property and personal property claims
  • Ulises Castellon

    Adjuster as Witness: Seven Deadly Sins

    State Approved CE Credits: FL NH OK TX

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

    Ulises Castellon, CPCU RPA, Chief Operating Officer, Fire Cause Analysis
    Douglas K. Wood, JD, Member, Clark Hill PLC

  • 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
  • Ruben M. Castilla, Jr.

    Large Loss Management: Developing the Adjusting Team

    State Approved CE Credits:FL

    Monday 3:30 - 5:00
    Tuesday 3:30 - 5:00

    Pedro Arceyut, Assistant Vice President, J.S. Held, LLC
    Ruben M. Castilla, Jr., CPA CFF, Forensic Fin. Analysis Manager, American International Group
    Steven Christensen, AIC, Executive General Adjuster, Crawford Global Tech. Services

  • Review the importance of thorough claim file organization and following fair claims practices with large property loss adjustments
  • Devise strategies for the investigation of claims, including inspection, scope, communication with a variety of large loss scenarios
  • Select and manage appropriate experts for different types of claims, including forensic CPAs, engineers, and construction consultants
  • Identify situations when a reservation of rights letter is needed and provide samples with various claims
  • Thomas B. Caswell

    Cyber Risks: Trends & Exposures

    State Approved CE Credits: FL

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

    Thomas B. Caswell, JD, Partner, Zelle LLP
    Jeffrey Morgan, Executive General Adjuster, Charles Taylor Adjusting

  • Identify the trends and risk vectors 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
  • Bruce D. Celebrezze

    Litigation Management College

    State Approved CE Credits:FL OK TX

    Tuesday 8:00 - 12:00
    Wednesday 1:30 - 5:00

    Bruce D. Celebrezze, JD, Partner, Clyde & Co. US LLP
    Edward J. Currie, JD, Shareholder, Currie Johnson & Myers, PA
    Mark F. DiGiovanni, VP-Litigation Management, Global Indemnity Group, Inc.

  • Create effective litigation plans and budgets
  • Evaluate policy coverage, choice of counsel, and issues raised by multiple insureds
  • Identify resources to assist with liability determinations in complex, multi-party cases
  • Analyze methods of resolving litigation
  • James Chin

    Time Element: When Disaster Strikes … Next Door

    State Approved CE Credits:FL OK TX

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

    James Chin, JD, Shareholder, Carlton Fields
    Brian J. O'Connor, Sr. Executive General Adjuster, Engle Martin & Associates
    Glenn Ricciardelli, CPA, Partner, Matson Driscoll & Damico, LLP

  • Identify common coverage issues that arise with time element claims under Off Premises Power/Civil Authority/Ingress Egress coverage
  • Explore how business income and extra expense coverage responds to time element claims under Off Premises Power/Civil Authority/Ingress Egress coverage
  • Examine the investigation and accounting challenges unique to time element claims under Off Premises Power/Civil Authority/Ingress Egress coverage
  • Evaluate potential coverage limitations under various loss scenarios, as well as pertinent case law
  • Melissa Christ

    Fresh Perspectives on Talent & Culture

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

    Melissa Christ, SPHR, EVP/Chief People Officer, Cor Partners
    Stephanie Watson, AVP-Human Resources, Nationwide Group

  • Assess coaching and feedback methods for improved performance
  • Leverage HR data to make better decisions
  • Evaluate leader development frameworks
  • Examine workplace diversity and inclusion issues
  • Steven Christensen

    Large Loss Management: Developing the Adjusting Team

    State Approved CE Credits:FL

    Monday 3:30 - 5:00
    Tuesday 3:30 - 5:00

    Pedro Arceyut, Assistant Vice President, J.S. Held, LLC
    Ruben M. Castilla, Jr., CPA CFF, Forensic Fin. Analysis Manager, American International Group
    Steven Christensen, AIC, Executive General Adjuster, Crawford Global Tech. Services

  • Review the importance of thorough claim file organization and following fair claims practices with large property loss adjustments
  • Devise strategies for the investigation of claims, including inspection, scope, communication with a variety of large loss scenarios
  • Select and manage appropriate experts for different types of claims, including forensic CPAs, engineers, and construction consultants
  • Identify situations when a reservation of rights letter is needed and provide samples with various claims
  • Andrew T. Clark

    Time Element: Gross Earnings vs. Gross Profit

    State Approved CE Credits:FL OK TX

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

    Andrew T. Clark, CPA CFE, Vice President, Meaden & Moore
    Christopher Wilkie, MBA, AIC, SCLA, GRP, Executive General Adjuster, Zurich Financial Services NA

  • Review the customary Gross Earnings and Gross Profit insuring agreements and identify the differences between the two time element approaches
  • Examine the potential challenges of each time element measurement approach
  • Review examples of the application of each time element measurement approach
  • Explore customary extra expense issues in time element losses under each measurement approach
  • James Cohen

    Superstorms to Terrorism: State of Emergency

    State Approved CE Credits:FL TX

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

    Meredith Campbell, National General Adjuster, York Risk Services Group, Inc.
    James Cohen, PE, Consultant, James Cohen Consulting
    Mark D. Shifton, JD, Partner, Seiger Gfeller Laurie LLP

  • Effectively respond, investigate, and adjust property and personal property claims during and in the aftermath of a declared disaster
  • Explore the unique issues, both practical and legal, when adjusting property losses resulting from declared states of emergency
  • Evaluate various logistical, practical, and professional impacts a declared state of emergency may have on an insurance professional’s response to property and personal property claims
  • Identify the impact of a declared state of emergency upon an insurer’s potential exposure to claims of bad faith/extra-contractual liability following the denial of property and personal property claims
  • Constantine G. Cois

    Large Commercial Loss: Hurricane Meets Hotel

    State Approved CE Credits:FL TX

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

    David Alvarez, AIC, Executive General Adjuster, Engle Martin & Associates
    Constantine G. Cois, Director, DBI Construction Consultants
    Jeff Williams, CPA, Partner, Matson Driscoll & Damico, LLP

  • Identify exposures and select your team for the challenge
  • Compare various methods for managing scope and cost
  • Select the most appropriate scope and costs management techniques for your loss
  • Describe what’s included in general conditions, overhead & profit, and what’s typical for large losses
  • Clint V. Cox, IV

    Catastrophic Injury Damages Models

    State Approved CE Credits: FL TX

    Tuesday 8:00 - 9:00
    Wednesday 1:30 - 2:30

    Clint V. Cox, IV, JD, MS, Owner/Partner, COX P.L.L.C.
    Howard Zandman, CPA, MAFF , Partner, Aprio

  • Describe damages models used by plaintiffs in catastrophic bodily injury claims
  • Examine the bases for these models, their elements, how each element is proven, and methods to defend against their use
  • Explore methods that the defense can employ to construct responsive, alternative models
  • Identify experts critical to constructing a damages model
  • Kerry C. Crawford

    Critical Damages Issues: Property Subrogation Claims

    State Approved CE Credits: FL NH OK TX

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

    Kerry C. Crawford, AIC, Senior Claims Specialist, Sompo International
    David H. Fisk, JD, Director, Kane Russell Coleman & Logan

  • Identify damages issues that frequently arise in property subrogation claims
  • Describe recent trends regarding what damages are recoverable in property subrogation claims
  • Distinguish the calculation of damages in a first-party claim from what is recoverable in a third-party subrogation claim
  • Effectively establish recoverable damages through sworn testimony and know when to rely on outside expertise to establish recoverable damages
  • Robert Crowley

    Stress Management with Rising Claims & CAT Deployment

    State Approved CE Credits:FL

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

    Robert Crowley, AIC, SCLA, VP Claims, American Modern Insurance
    Ray Shelton, Ph.D., Dir.-Professional Development, National Center Crisis Mgmt.

  • Describe the impact stress has on overall wellness, safety, performance, productivity, relationships, and the claims process
  • List safety strategies to use while deployed on CAT duty
  • Describe specific steps to safely manage the angry, hostile policyholder
  • Identify action steps to regain control of your stress and protect the well being of relationships and family
  • Loden Cullar-Ledford

    Mobile Apps for Adjusters

    State Approved CE Credits:FL

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

    Loden Cullar-Ledford, Director of Customer Success, Livegenic Inc.
    Dean McCall, AIC SCLA, Director-Training/Development, American National P&C Group

  • 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
  • Edward J. Currie

    Litigation Management College

    State Approved CE Credits:FL OK TX

    Tuesday 8:00 - 12:00
    Wednesday 1:30 - 5:00

    Bruce D. Celebrezze, JD, Partner, Clyde & Co. US LLP
    Edward J. Currie, JD, Shareholder, Currie Johnson & Myers, PA
    Mark F. DiGiovanni, VP-Litigation Management, Global Indemnity Group, Inc.

  • Create effective litigation plans and budgets
  • Evaluate policy coverage, choice of counsel, and issues raised by multiple insureds
  • Identify resources to assist with liability determinations in complex, multi-party cases
  • Analyze methods of resolving litigation
  •  


    Adapting to a World of Change

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    Network with a diverse range of claims professionals and service providers from among hundreds of companies across the nation, all in one location.

    Change Your Perspective

    Mix-and-match your course selections from fourteen educational tracks with 100 sessions taught by industry leaders to prepare you for our changing world.

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    Prepare for any challenge that comes your way by connecting with over 300 of the industry's leading service provider organizations at the Insurance Services Expo.

    Learning with and from others in our industry. A lot of great information was exchanged among attendees in the classes. interesting to hear about what others are doing and how it is working for them. I feel like it provides a perspective on common issues, insights that is difficult to gain in any other way.

    Opportunity to network with other professionals and discuss relevant topics of the day.


    PLRB remains the "gold standard" for insurance industry conferences.

    For my first time attending I really felt like I took away many helpful points to use.


    The conference was amazing and provided top notch educational opportunities, as it always does.

    The sessions I attended were relevant to my job, engaging, and well done.



    PLRB greatly appreciates the following claims service providers for their outstanding support for the 2018 Claims Conference.

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