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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

John S. Hanlon

Contractual Indemnity & Additional Insured Liability

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

John S. Hanlon, Complex Claims Unit Manager, Selective Insurance Group
Dan Kohane, JD, Senior Partner, Hurwitz & Fine, P.C.

  • 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
  • Michael Haugen

    Employee Dishonesty: Navigating the Unknown

    Monday 10:30 - 12:00
    Wednesday 8:30 - 10:00

    Patrick C. Gorman, JD, Associate, Jones, Skelton & Hochuli, PLC
    Michael Haugen, CPA CFE, Partner, HSNO Forensic Accountants

  • Identify high risk areas for employee dishonesty losses
  • Describe common employee dishonesty loss coverage and limitations
  • Prioritize steps taken to adjust employee dishonesty loss claims and identify related resources that are often necessary
  • Prepare a request for records and information commonly involved in verifying employee dishonesty claims
  • Jonathon C. Held

    Building Valuation Challenges

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

    Jonathon C. Held, President, J.S. Held, LLC
    Heidi Hudson Raschke, JD, Shareholder, Carlton Fields
    Trevor Self, Head of Property Claims, Beazley Group

  • Review the basic valuation concepts of Replacement Cost, Actual Cash Value, and Like Kind and Quality
  • Evaluate various components of depreciation
  • Describe various issues associated with Broad Evidence topics
  • Compare state-by-state differences in Actual Cash Value--what's allowed and what's not
  • Lisa Horn

    Changing Mindsets with Organizational Change

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

    Lisa Horn, CPCU AIM AIC, Director-Claim Technology, Western National Insurance
    Tina Schott, CPCU AIC, Director-Casualty Claims, Western National Insurance

  • Define the psychology and evolution involved in change
  • Explore how failure to recognize the importance of change management in your initiative can jeopardize your success
  • Examine the challenges of effective communication based on roles within the organization
  • Describe strategies to overcome resistance to change and optimize success for your initiative
  • Sarah C. Huber

    Diminution in Value, Cosmetic Damage & Matching

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

    Anthony Antonellis, JD, Attorney, Sloane and Walsh, LLP
    Sarah C. Huber, CPCU, Associate Examiner, Amica Mutual Group

  • 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
  • Julianna Hyde

    Law & Ethics for Florida Adjusters: Part I

    Wednesday 8:30 - 12:00

    William S. Berk, JD, Attorney, Berk, Merchant & Sims, PLC
    Patrick E. Betar, JD, Attorney, Berk, Merchant & Sims, PLC
    Julianna Hyde, General Special Investigator, Farmers Insurance Company

  • Describe Florida's regulatory and ethical requirements for adjusters
  • Review current insurance case law and trends in Florida
  • Distinguish between practices to avoid and those to follow when adjusting Florida claims
  • Evaluate current doctrines of "concurrent causation," "efficient proximate cause," "reasonable expectations," and "appraisal" in Florida
  • Julianna Hyde

    Law & Ethics for Florida Adjusters: Part II

    Wednesday 1:30 - 5:00

    William S. Berk, JD, Attorney, Berk, Merchant & Sims, PLC
    Patrick E. Betar, JD, Attorney, Berk, Merchant & Sims, PLC
    Julianna Hyde, General Special Investigator, Farmers Insurance Company

  • Describe Florida's regulatory and ethical requirements for adjusters
  • Review current insurance case law and trends in Florida
  • Distinguish between practices to avoid and those to follow when adjusting Florida claims
  • Evaluate current doctrines of "concurrent causation," "efficient proximate cause," "reasonable expectations," and "appraisal" in Florida
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    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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