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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

James A. Sadler

NFIP Flood Insurance Certification: Part I

James A. Sadler, CPCU, AIC, Special Asst. to the Director, FEMA
Donald Waters, Insurance Examiner, FEMA

  • Review coverages and provisions of all three Standard Flood Insurance Policy forms to assist in fair and accurate claims adjustments
  • Describe the framework of the NFIP program and tools to perform flood policy adjusting duties
  • Identify the information, knowledge, and skills to be self-reliant, using the tools developed by the NFIP
  • Review ways to reduce adjusting errors and help ensure quality adjustment for all policyholders
    Attendees must attend both “NFIP Flood Insurance Certification: Parts I and II” to earn their National Flood Insurance Program Certification.
  • James A. Sadler

    NFIP Flood Insurance Certification: Part II

    James A. Sadler, CPCU, AIC, Special Asst. to the Director, FEMA
    Donald Waters, Insurance Examiner, FEMA

  • Review coverages and provisions of all three Standard Flood Insurance Policy forms to assist in fair and accurate claims adjustments
  • Describe the framework of the NFIP program and tools to perform flood policy adjusting duties
  • Identify the information, knowledge, and skills to be self-reliant, using the tools developed by the NFIP
  • Review ways to reduce adjusting errors and help ensure quality adjustment for all policyholders
    Attendees must attend both “NFIP Flood Insurance Certification: Parts I and II” to earn their National Flood Insurance Program Certification.
  • Craig Sakraida

    CAT Planning & Response to Catastrophes

    Craig Sakraida, CPCU, AIC, Claims Director CAT Operations, Citizens Property Insurance
    Joseph Wagdy, INC, AIC, Catastrophe Claims Manager, Auto Club Enterprises Group

  • Prepare for the event with pre-season meetings to identify the resources and protocols needed to respond
  • Perform initial reconnaissance of the damaged area to evaluate severity and determine how best to deploy your resources
  • Improve your response by conducting ongoing evaluations and post-mortem sessions to improve the planning and response process
  • Joshua Schone

    Assignment of Benefits: Policy Giveaway

    Michael Guerra, Dir.-Claims, Claims Governance, Citizens Property Insurance
    Joshua Schone, CAT Team Manager, Auto Club Enterprises Group
    Nathan M. Thompson, JD, Manager-Claims Legal Services, Citizens Property Insurance

  • Describe what an assignment of benefits contract is and who benefits from it
  • Review how assignment of benefit contracts comport with the established law in various jurisdictions
  • Identify “red flags” for potential fraud involved with assignment of claim presentations
  • Evaluate various strategies to help navigate your customer's claim through the waters of an assignment of benefits situation
  • Mathew Scott

    Shutdown of Business Operations from Cyber Events

    Dennis D. Fitzpatrick, JD, President, Clausen Miller, PC
    Gerhard F. Pagels, AVP-Comm'l Property, American International Group
    Mathew Scott, Principal Consultant, Envista Forensics
    D. Craig Streiff, CPA, ABV, Forensic Accountant, HSNO The Forensics Firm

  • Describe the types of cyber losses that adjusters are most likely to encounter
  • Explain the causes of the interpretation and the resulting financial impact
  • Review the coverage issues resulting from a cyber event
  • Outline some recent cyber events and the actual impacts from real-world examples
  • Amber Seikaly

    Using Social Media to Enhance Customer Service

    Amber Seikaly, VP Corporate Communications, USAA Group
    Jeff Taxier, Education & Training Manager, American Technologies, Inc.

  • Describe social media platforms most commonly used by insurers and vendors
  • Evaluate effectiveness of social media platforms in reaching customers
  • Explain how using social media can enhance customer service
  • Donald Seitz

    Craft Beverage Risk: Analysis & Adjustment

    Dan Mullen, Assoc. Manager-Casualty Claims, Cincinnati Insurance Companies
    Donald Seitz, CPCU, National Program Director, Cincinnati Insurance Companies

  • Evaluate exposures to fire/explosion, product liability, and alcohol service
  • Identify property and liability controls designed to minimize loss potential
  • Review industry loss leaders and claim examples
  • Describe frequently asked claim handling questions
  • David Shaw

    Property Case Law Developments: Personal Lines

    Susan Harwood, JD, Attorney, Kaplan Zeena LLP
    David Shaw, JD, Attorney, American Strategic Insurance
    Wayne Taylor, JD, Attorney, Mozley Finlayson & Loggins LLP

  • Review current trends and improve ability to forecast court decisions with respect to personal lines property insurance claims issues
  • Identify current issues and concerns in the personal lines 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 personal lines property insurance claims issues
  • Ray Shelton

    Stress Management with Rising Claims & CAT Deployment

    Robert Crowley, VP Claims, American Modern Insurance
    Ray Shelton, 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
  • Brandon L. Sipple

    Damage By Multiple Perils

    Christopher M. Ramey, JD, Partner, Butler Weihmuller Katz Craig
    Brandon L. Sipple, Esq., VP, Coverage Director, Chubb

  • Identify common losses involving multiple causes of loss and their associated exclusions
  • Examine coverage nuances, including the efficient proximate cause and concurrent cause doctrines where applicable
  • Evaluate potential changes in policy language due to recent case law and assess potential effects of such changes
  • Joe Slane

    Manufacturing BI Claims: Mitigation With or Without Extra Expense

    James Chin, JD, Shareholder, Carlton Fields
    Glenn Ricciardelli, Partner, MDD Forensic Accountants
    Joe Slane, Executive Vice President, Engle Martin & Associates

  • Describe issues encountered when adjusting Business Income losses involving manufacturing concerns, including the numerous opportunities for mitigating the loss
  • Review fundamental ISO policy elements of Business Income with and without Extra Expense, including period of restoration, due diligence & dispatch, obligation to mitigate, etc.
  • Evaluate accounting procedures in measuring Extra Expense and Expense to Reduce losses, including variable vs. fixed, continuing and non-continuing costs with manufacturing concerns
  • Review recent legal decisions from state and federal courts applicable to the terms and conditions of time element insurance policies
  • Dwayne Sloan

    Products that Fail

    Dwayne Sloan, Manager-Building Materials, UL LLC

  • Learning objectives will be provided later.
  • Nanci L. Smilie

    Resolving Difficult Claims: Strategies for Property Adjusters

    Jonathan Barger, JD, Attorney, Butler Weihmuller Katz Craig
    Nanci L. Smilie, CPCU, AIC, Property Claims Specialist, Erie Insurance Group
    Judy Spoerlein, Senior Examiner, Liberty Mutual Insurance

  • Identify common areas of disagreement in commercial and personal lines claims
  • Distinguish factors driving disputes from the insured’s perspective and the insurer’s perspective
  • Develop approaches for effective communication with insureds
  • Utilize strategies for resolving disputes in an amicable fashion in claim scenarios
  • Josh M. Snell

    Bodily Injury & Wrongful Death Claims: Effective Adjusting

    Joe Epps, CPA, CFE, Sr. Consultant, HSNO The Forensics Firm
    Meryl Fein, Claim Director-Excess Claims, Allianz Global Corp. & Spec.
    Josh M. Snell, JD, Partner, Jones, Skelton & Hochuli, PLC

  • Describe claim investigation options for pre- and post-litigation bodily injury and wrongful death claims
  • Review both standard and specialized information to obtain, depending on the bodily injury or wrongful death facts alleged that must be gathered to complete your evaluation
  • Identify at least three potential situations which greatly complicate the determination of economic damages
  • Compare the timing in various claims settlement procedures, including pre-litigation negotiation, mediation and litigation through trial and posture the claim for resolution
  • Judy Spoerlein

    Resolving Difficult Claims: Strategies for Property Adjusters

    Jonathan Barger, JD, Attorney, Butler Weihmuller Katz Craig
    Nanci L. Smilie, CPCU, AIC, Property Claims Specialist, Erie Insurance Group
    Judy Spoerlein, Senior Examiner, Liberty Mutual Insurance

  • Identify common areas of disagreement in commercial and personal lines claims
  • Distinguish factors driving disputes from the insured’s perspective and the insurer’s perspective
  • Develop approaches for effective communication with insureds
  • Utilize strategies for resolving disputes in an amicable fashion in claim scenarios
  • Lisa St. Onge

    Women's Leadership in Insurance

    Lisa Bergeron, Chief Visionary Officer, AWE
    Jenny Pye, CPCU, AIC, Director-Quality Improvement, Liberty Mutual Insurance
    Lisa St. Onge, AIC, AIM, AVP Claims, Amica Mutual Group

  • Leverage the power of self-promotion and personal advocacy
  • Describe ways to strengthen your influence
  • Evaluate how striving for perfection might keep you from your next promotion
  • Review tips on how to build your network through meaningful mentorship and sponsorship
  • Casey R. Stafford

    Business Risks Exclusions in a GL Policy

    Casey R. Stafford, JD, Partner, Kightlinger & Gray, LLP

  • Describe the components of the business risk exclusions and how each interplay with the requirements of the insuring agreement in a general liability policy
  • Identify fact patterns giving rise to application of the damage to your property exclusion, the damage to your product exclusion, the damage to your work exclusion, the impaired property exclusion and recall exclusion in a general liability policy
  • Explain majority and minority views with regard to court application of business risk exclusions in a general liability insurance policy
  • Robert A. Stern

    Pursuing Subrogation Against Governmental Entities

    Kevin DeGarmo, CSRP, AIC, Director-Subrogation & Salvage, Allianz Global Corp. & Spec.
    Robert A. Stern, JD, Shareholder/Director, Clausen Miller P.C.

  • Identify the “real” obstacles to pursuing a subrogation claim against a governmental entity
  • Describe the laws addressing who “really is” a governmental entity and the law in these types of subrogation pursuit claims
  • Review basic elements and requirements necessary in considering subrogation pursuit against a governmental entity
  • Identify anticipated defenses, and devise strategies and arguments to avoid the defenses
  • Robert S. Stickley

    Traumatic Brain Injury: Evaluating Claims

    David R. Price, Ph.D., President, The Forensic Network
    Robert S. Stickley, JD, Founder, Stickley Law, LLC

  • Describe what constitutes a mild traumatic brain injury, moderate traumatic brain injury, and severe traumatic brain injury
  • Identify what records and documents are needed for appropriate brain injury evaluation
  • Distinguish the prognosis for recovery from mild, moderate, and severe traumatic brain injuries
  • Evaluate the high probability of fraud and malingering in mild traumatic brain injury claims
  • D. Craig Streiff

    Shutdown of Business Operations from Cyber Events

    Dennis D. Fitzpatrick, JD, President, Clausen Miller, PC
    Gerhard F. Pagels, AVP-Comm'l Property, American International Group
    Mathew Scott, Principal Consultant, Envista Forensics
    D. Craig Streiff, CPA, ABV, Forensic Accountant, HSNO The Forensics Firm

  • Describe the types of cyber losses that adjusters are most likely to encounter
  • Explain the causes of the interpretation and the resulting financial impact
  • Review the coverage issues resulting from a cyber event
  • Outline some recent cyber events and the actual impacts from real-world examples
  • D.M. Studler

    Employee Theft/Employee Dishonesty

    Katie Duckett, Property Adjuster II, Liberty Mutual Insurance
    D.M. Studler, MAcc, CPA, CFF , Founding & Managing Member, SDC CPAs, LLC
    Regina Tobias, CFE, Senior Property Adjuster I, Liberty Mutual Insurance

  • Identify specific concerns and procedures when adjusting a commercial fidelity claim
  • Outline claim investigation procedures, including properly obtaining a proof of loss and utilizing a timeline of events
  • Evaluate issues, including the expanded definition of employee, inventory shortages, limits of liability and indirect loss
  • Review strategies for release & assignment, subrogation, and underwriting concerns
  • D.M. Studler

    Interplay of Computer Fraud, Funds Transfer Fraud

    Katie Duckett, Property Adjuster II, Liberty Mutual Insurance
    D.M. Studler, MAcc, CPA, CFF , Founding & Managing Member, SDC CPAs, LLC
    Regina Tobias, CFE, Senior Property Adjuster I, Liberty Mutual Insurance

  • Describe the types of claims that may be anticipated with cyber security losses
  • Evaluate the various coverages apply that might apply
  • Identify the various duties often required by the insured
  • Review resources to help respond to cyber security, computer fraud, and ransomware claims
  • Christine A. Sullivan

    Negotiating Strategies in Bodily Injury Claims

    Kevin T. Merriman, JD, Partner, Ward Greenberg Heller & Reidy
    Richard Nouza, JD, Home Office Claims Manager, Central Insurance Companies
    Meghan E. Ruesch, JD, Associate Attorney, Lewis Wagner, LLP
    Christine A. Sullivan, CPCU, President, CAS Consulting, LLC

  • Identify the key components of an effective negotiation strategy
  • Build an effective negotiation strategy based on the merits of the case
  • Describe what tactics to employ to effectively negotiate a bodily injury claim
  • Apply the strategy and tactics to successfully negotiate the claim from the defense and plaintiff's point of view
  •  


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