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A B C D E F G H I L M N P Q R S T U W

Adjuster as Witness: Seven Deadly Sins


Curriculum: General Interest

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!
  • Adjusting Bodily Injury & Wrongful Death Claims


    Curriculum: Casualty Campus

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

    Joe Epps, CPA CFE, President, Epps Forensic Consulting PLLC
    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
  • Identify potential members of the claims team and the collaboration needed to effectively resolve these cases
  • Outline the types of potential economic damages that the adjuster might anticipate
  • Compare the differences in various claims settlement procedures, including negotiation, mediation and litigation through trial
  • Analyzing Written & Recorded Statements: See the Truth


    Curriculum: Special Investigations/Fraud

    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
  • Appraisal Clauses: A State-by-State Analysis


    Curriculum: Alternate Dispute Resolution

    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 "setups" 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
  • Appraisal Strategies: Should I or Shouldn't I


    Curriculum: Alternate Dispute Resolution

    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 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 representative
  • Art & Heirloom Claims: Resolution Guidelines


    Curriculum: Adjusting Property

    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
  • Assignment of Benefits: Policy Giveaway


    Curriculum: Adjusting Property

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

    Michael Guerra, Dir.-Claims, Claims Governance, Citizens Property Insurance
    Nathan M. Thompson, JD, Senior Counsel, 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
  • Attract, Develop & Retain Young Talent for Insurance Careers


    Curriculum: General Interest

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

    Lynne McChristian, Teaching Faculty, Florida State University

  • Demonstrate ways to bust the myth of “boring desk jobs” through engaging internships
  • Explore ways to pitch the corporate purpose to new hires to showcase the industry’s people-centric culture, with missions and values aligned and visible
  • Identify ways to create what millennials crave, namely leadership development and an environment that balances individualism and teamwork
  • Examine the trends in insurance education and partnerships between industry and academia
  • Auditing Water Damage Files


    Curriculum: Adjusting Property

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

    Daniel Bernazzani, SVP Environmental Division, YOUNG & Associates
    Robert J. Donahue, Jr., AIC, National Training Manager, VeriClaim, Inc.
    Ben Spike, CPCU AIC, AVP, National General Adjuster, MiddleOak

  • Review the importance of accurate documentation with water damage claims
  • List appropriate questions for contractors during the mitigation process
  • Describe recent changes in the water damage mitigation industry standards and guidelines
  • Prepare an accurate estimate for mitigation efforts in a variety of claim scenarios
  • Analyze contractors' estimates for reasonableness and accuracy
  • Avoiding Subrogation Pitfalls: A Roundtable Discussion


    Curriculum: Subrogation

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

    Emma L. Gaddipati, JD, Partner, Grotefeld Hoffmann et al
    Alison Sammartano, CPCU, AIC, Subrogation Advocate, Allstate Insurance Group

  • Identify critical issues in a subrogation investigation
  • Distinguish the roles of the attorney, the adjuster and the expert in a subrogation investigation
  • Evaluate critical issues in a subrogation investigation from the perspective of the attorney, the adjuster and the expert
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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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