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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

Chris Karacalidis

Managing Claims Operations with New Tools

State Approved CE Credits:FL TX

Monday 1:30 - 3:00
Wednesday 8:30 - 10:00

Tim Bruffey, Vice President-Innovation, Accurence
William Galonski, CPCU ARM AIC, VP Claims, Western Reserve Group
Chris Karacalidis, AIC, Director- Property Claims, Grange Mutual Casualty Group

  • Identify opportunity areas for tool utilization to drive improvements
  • Evaluate and examine how to integrate tools
  • Execute on full value of new tools with change management
  • Explore emerging technologies that take it to the next level
  • Jason Keen

    Large Commercial Hail Claims: Emerging Trends & Issues

    State Approved CE Credits:FL OK TX

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

    Jason Keen, AIC, National General Adjuster, VeriClaim, Inc.
    Shannon O'Malley, JD, Attorney at Law, Zelle LLP
    Chad Zielinski, PE, AVP, Roofing Division, J.S. Held, LLC

  • Identify the physical loss or damage versus other excluded causes of loss
  • Determine date of loss, scope of damage, cost to repair, and amount actually incurred
  • Work with roofing contractors, public adjusters, professional appraisers, and other policyholder advocates
  • Describe proper application of policy conditions and common endorsements (insured’s burdens, late notice, common endorsements)
  • JD Keister

    Confronting the “Reptile Theory”

    State Approved CE Credits: FL NH OK TX

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

    Kenneth Bunn, AIC, AVP, Claims, Builders Mutual Insurance Co.
    JD Keister, JD, Attorney, MGC Insurance Defense

  • Examine considerations for litigation
  • Analyze the foundations of the Reptile Theory and the teachings of Ball and Keenan
  • Compare the various ways plaintiff attorneys are putting the Reptile Theory into action across the country
  • Identify how to spot the reptile and manage a claim before suit is filed
  • Thomas A. Keller

    Appraisal Clauses: A State-by-State Analysis

    State Approved CE Credits: FL NH OK TX

    Monday 3:30 - 5:00
    Wednesday 8:30 - 10:00

    Andrew Deckert, JD, Associate General Counsel, American Strategic Insurance
    Thomas A. Keller, JD, Partner, Butler Weihmuller Katz Craig

  • Describe the appraisal provision and its general application
  • Identify the potential pitfalls and "set-ups" that may be used by public adjusters during the appraisal process
  • Compare how different jurisdictions interpret and apply the appraisal clause
  • Use the appraisal process to resolve claims prior to litigation
  • Benjamin Kelley

    Art & Heirloom Claims: Resolution Guidelines

    State Approved CE Credits: FL

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

    Heather Becker, CEO, The Conservation Center
    Benjamin Kelley, Vendor Manager-NA Claims, Chubb

  • Determine what to look for when handling a claim that involves high-value artwork
  • Identify common types of damage within affected artwork
  • Triage response approaches to minimize the insured’s loss
  • Anne Kevlin

    Law & Ethics for Florida Adjusters: Part I

    State Approved CE Credits:FL

    Wednesday 8:30 - 12:00

    William S. Berk, JD, Attorney, Berk, Merchant & Sims, PLC
    Patrick E. Betar, JD, Attorney, Berk, Merchant & Sims, PLC
    Anne Kevlin, Vice President of Litigation, American Integrity Insurance

  • 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
  • Anne Kevlin

    Law & Ethics for Florida Adjusters: Part II

    State Approved CE Credits:FL

    Wednesday 1:30 - 5:00

    William S. Berk, JD, Attorney, Berk, Merchant & Sims, PLC
    Patrick E. Betar, JD, Attorney, Berk, Merchant & Sims, PLC
    Anne Kevlin, Vice President of Litigation, American Integrity Insurance

  • 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
  • Scott Kiley

    Reverse Engineering & the Impact on BI

    State Approved CE Credits:FL TX

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

    Paul Blanchard, AIC, Executive General Adjuster, Allianz Global Corp. & Spec.
    Scott Kiley, CEO & Chairman, Industrial Loss Consultants
    Reinhard Krestel, CPA, Partner, Matson Driscoll & Damico, LLP

  • Identify potential time element savings relating to repair and replace issues
  • Calculate the cost benefit of reverse engineering and impact on business interruption decisions
  • Explore real-world case studies involving real-time decision-making processes
  • Sherri King

    Appraisal Strategies: Should I or Shouldn't I?

    State Approved CE Credits: FL TX

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

    Sherri King, Property Executive Gen. Adj., State Auto Insurance Companies
    William O. Krekstein, JD, Partner, Timoney Knox, LLP

  • Evaluate alternatives for handling an appraisal demand where the coverage investigation is not yet completed or the demand is made during litigation
  • Implement a strategy that incorporates recent changes in the law regarding appraisal and utilize the policy’s appraisal provision correctly
  • Resolve disputes over potential bias of appraisers and failures to agree on umpires
  • Avoid bad-faith setups by implementing strategies for dealing with premature and improper appraisal demands by policyholders and their representatives
  • Charlie Kingdollar

    Nanomaterials: Emerging Issues

    State Approved CE Credits:FL

    Tuesday 8:00 - 9:00
    Wednesday 10:30 - 11:30

    Charlie Kingdollar, Sr. Emerging Issues Analyst, Gen Re
    Jeffrey N. Weisel, Esq., VP-Corporate Claims, Gen Re

  • Explore the growing breadth of products that may expose workers and consumers to nanomaterials
  • Identify the likely sources of latent illness claims arising out of nanomaterial exposure
  • Describe how insurance markets are responding to nanotech
  • Consider whether traditional insurance products will cover nanotech losses
  • Cassandra Kirkpatrick

    Analyzing Written & Recorded Statements: See the Truth

    State Approved CE Credits: FL TX

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

    Cassandra Kirkpatrick, CIFI, Special Investigations Unit, Westfield Group
    Larry D. Lee, CFE, CFI, CIFI, SCLA, Manager of SIU, Motorists Insurance Group

  • Evaluate the interviewee by reading the statement from their perspective
  • Identify the truth by understanding the language used by the interviewee
  • Pose powerful follow-up questions after understanding the truth found in their initial answers
  • Make use of the perceived non-useful information in an interviewee's statement
  • James A. Kitces

    Property Case Law Developments 2017

    State Approved CE Credits:FL OK TX

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

    Janet L. Brown, JD CPCU, Attorney, JLB Attorney at Law
    James A. Kitces, JD, Partner, Robins Kaplan LLP
    Wayne Taylor, JD, Attorney, Mozley Finlayson & Loggins LLP

  • Review current trends and improve your ability to forecast court decisions
  • Identify current issues and concerns in the property insurance field
  • Use reasoning skills to apply policy provisions to factual scenarios
  • Share viewpoints with other claims professionals and attorneys from around the country on property insurance issues
  • Scott Klaben

    Establishing Realistic Business Income Loss Reserves

    State Approved CE Credits:FL NH TX

    Monday 1:30 - 3:00
    Wednesday 8:30 - 10:00

    Scott Klaben, National General Adjuster, Zurich Financial Services NA
    Wayne D. Sowers, CPCU, Sr. Executive General Adjuster, Cunningham Lindsey
    Katharyn Thompson, CPA, Accountant, RGL Forensics

  • Identify specific information an adjuster should obtain in initial communications with the insured, e.g., how the business operates and the possible impact of the loss on operations
  • Assess the information provided and explore potential loss amounts using various scenarios
  • Determine the insured's needs for advances, evaluate the impact of the policy deductibles and waiting periods on the potential loss, and set up a protocol for making advances if appropriate
  • Reevaluate the preliminary results, establish the indemnity period, and determine the frequency of when to adjust the reserves and how best to present that request
  • Kelly S. Klatt

    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
  • Brian Klupper

    Bio-Hazard Losses & Recovery

    State Approved CE Credits: FL NH TX

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

    Peter P. Duncanson, Director-System Development, ServiceMaster Clean
    Brian Klupper, Policies & Procedures Manager, American Family Insurance

  • Describe the process of a bio-hazard loss and the impacts on family and cleaning technicians
  • Explore the potential pitfalls in clean up that result in higher cost
  • Define the safety and health precautions required by OSHA and state regulations
  • Dan Kohane

    Contractual Indemnity & Additional Insured Liability

    State Approved CE Credits: FL NH OK TX

    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 agreements
  • Describe the protocols to be considered when tenders are received under both insurance policies and contracts
  • Identify the relevant factors when sending or receiving tenders
  • William O. Krekstein

    Appraisal Strategies: Should I or Shouldn't I?

    State Approved CE Credits: FL TX

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

    Sherri King, Property Executive Gen. Adj., State Auto Insurance Companies
    William O. Krekstein, JD, Partner, Timoney Knox, LLP

  • Evaluate alternatives for handling an appraisal demand where the coverage investigation is not yet completed or the demand is made during litigation
  • Implement a strategy that incorporates recent changes in the law regarding appraisal and utilize the policy’s appraisal provision correctly
  • Resolve disputes over potential bias of appraisers and failures to agree on umpires
  • Avoid bad-faith setups by implementing strategies for dealing with premature and improper appraisal demands by policyholders and their representatives
  • Reinhard Krestel

    Reverse Engineering & the Impact on BI

    State Approved CE Credits:FL TX

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

    Paul Blanchard, AIC, Executive General Adjuster, Allianz Global Corp. & Spec.
    Scott Kiley, CEO & Chairman, Industrial Loss Consultants
    Reinhard Krestel, CPA, Partner, Matson Driscoll & Damico, LLP

  • Identify potential time element savings relating to repair and replace issues
  • Calculate the cost benefit of reverse engineering and impact on business interruption decisions
  • Explore real-world case studies involving real-time decision-making processes
  • David B. Krouk

    Uninsured Motorist Claims: Complex Issues

    State Approved CE Credits:FL OK TX

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

    David B. Krouk, JD, Partner, Butler Weihmuller Katz Craig

  • Recognize complex issues in uninsured and underinsured motorist claims handling
  • Explore approaches to resolving the complex issues
  • Assess when litigation will be necessary to resolve the difficult claims
  • Analyze situations that lead to bad faith exposure and develop approaches to avoid them
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    2019 Exhibit Booths and Sponsorships are now available.
    2019 Claims Conference information will be listed in the fall.

    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 2019 Claims Conference.

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