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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

Jeff Taxier

Claims with Emerging Building Technologies

State Approved CE Credits: FL NH OK TX

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

John W. Glissmeyer, Strategic Training Manager, Xactware
Jeff Taxier, Education & Training Manager, American Technologies, Inc.

  • Describe 2017-2018 trends in residential and commercial construction
  • Identify the most common items included in restoration and remodeling
  • Locate common and unusual restoration items to complete a more accurate estimate
  • Wayne Taylor

    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
  • Katharyn Thompson

    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
  • Nathan M. Thompson

    Assignment of Benefits: Policy Giveaway

    State Approved CE Credits: FL NH OK TX

    Tuesday 8:00 - 9:30
    Wednesday 3:30 - 5:00

    Michael Guerra, Dir.-Claims, Claims Governance, Citizens Property Insurance
    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
  • Todd M. Tippett

    Claims Strategies When Working with Public Adjusters

    State Approved CE Credits: FL TX

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

    Boyd Beadles, President, Cavalry Construction
    Chad Fuller, VP-Sales & Marketing, Cavalry Construction
    Todd M. Tippett, JD, Partner, Zelle LLP

  • Identify the purpose and proper role of a public adjuster
  • Review state statutes in various jurisdictions that impact a public adjuster’s duties and responsibilities
  • Describe effective strategies to communicate with public adjusters and insureds in a variety of claim scenarios
  • Evaluate strategies for resolving differences with a public adjuster
  • Jonathan Toren

    Food Liability Exposures & Insurance Coverage

    State Approved CE Credits:FL OK TX

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

    Rene McGillicuddy, Commercial Risk Strategist, American International Group
    Jonathan Toren, JD, Member, Cozen O'Connor

  • Illustrate various claims that may be made against food service providers including negligence and product liability
  • Identify the types of food service providers against whom claims could be made
  • Describe liability insurance coverage for those claims, including CGL policies and other stand-alone coverages applicable to food liability
  • Evaluate appropriate, responsive crisis management methods and practices
  • Anna Torres

    Claims Handling for Construction Site Accidents

    State Approved CE Credits: FL OK TX

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

    Jeffrey Price, CPCU AIC SCLA, Corporate Technical Director, Main Street America Group
    Anna Torres, Esq, Partner, Torres Law Group

  • Explore procedures essential to effectively investigate the accident site
  • Describe potential theories of liability and identify the parties who may liable
  • Pinpoint parties who are additional insureds under the named insured's liability coverage and determine relevant coverage exclusions
  • Identify other carriers who are on the risk and assess coverage priorities when multiple policies are involved
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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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