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

Large Commercial Hail Claims: Emerging Trends & Issues


Curriculum: Large Property Losses

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)
  • Large Commercial Loss: Hurricane Meets Hotel


    Curriculum: Large Property Losses

    State Approved CE Credits:FL TX

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

    David Alvarez, AIC, Executive General Adjuster, Engle Martin & Associates
    Constantine G. Cois, Director, DBI Construction Consultants
    Jeff Williams, CPA, Partner, Matson Driscoll & Damico, LLP

  • Identify exposures and select your team for the challenge
  • Compare various methods for managing scope and cost
  • Select the most appropriate scope and costs management techniques for your loss
  • Describe what’s included in general conditions, overhead & profit, and what’s typical for large losses
  • Large Loss Management: Developing the Adjusting Team


    Curriculum: Large Property Losses

    State Approved CE Credits:FL

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

    Pedro Arceyut, Assistant Vice President, J.S. Held, LLC
    Ruben M. Castilla, Jr., CPA CFF, Forensic Fin. Analysis Manager, American International Group
    Steven Christensen, AIC, Executive General Adjuster, Crawford Global Tech. Services

  • Review the importance of thorough claim file organization and following fair claims practices with large property loss adjustments
  • Devise strategies for the investigation of claims, including inspection, scope, communication with a variety of large loss scenarios
  • Select and manage appropriate experts for different types of claims, including forensic CPAs, engineers, and construction consultants
  • Identify situations when a reservation of rights letter is needed and provide samples with various claims
  • Law & Ethics for Florida Adjusters: Part I


    Curriculum: General Interest

    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
  • Trace developments with assignment of benefits and working with public adjusters in Florida
  • Law & Ethics for Florida Adjusters: Part II


    Curriculum: General Interest

    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
  • Trace developments with assignment of benefits and working with Public Adjusters in Florida
  • Legalized Marijuana & its Impact on Insurance Claims


    Curriculum: General Interest

    State Approved CE Credits:FL TX

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

    Michael W. Johnston, JD, Member, Brown Dean Proctor & Howell

  • Identify key issues arising from the impact of marijuana legalization on property and casualty coverages
  • Evaluate whether "legal marijuana" is really legal
  • Describe issues related to marijuana as a crop vs. marijuana growing as a business
  • Review issues related to measuring intoxication from marijuana use and their impact on claims handling
  • Analyze decisions/directives from insurance regulators in states with "legal" marijuana
  • Leveraging Digital Info in the Claims Process


    Curriculum: Technology

    State Approved CE Credits:FL TX

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

    Karl Epps, EnCE, CEH, CCFE, Partner, Epps-Tech Consulting
    David C. Potts, JD, Associate, Jones, Skelton & Hochuli, PLC
    Christopher Riggs, PTC I, PTC II, AVP-Managing Director, Crawford & Company

  • Identify five information sources that could contain digital data relevant to your claim
  • Describe how "foot printing" can be used to identify potentially useful digital information
  • List three ways digital information could be used in claims scenarios
  • Explain why proper digital data preservation is necessary and provide examples of proper preservation techniques
  • Evaluate strategies for leveraging digital information in the claims process
  • Litigated Bodily Injury Claims


    Curriculum: Casualty Campus

    State Approved CE Credits:FL NH TX

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

    Thomas N. Brace, Claims/SIU Manager, Security Mutual Insurance
    Anthony J. Spiga, JD, Partner, Gladstein, Keane & Partners

  • Define the basic elements of litigation
  • Identify and target relevant issues presented during the course of litigation
  • Create effective and prudent strategies in the handling of a litigated claim
  • Litigation Management College


    Curriculum: Casualty Campus

    State Approved CE Credits:FL OK TX

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

    Bruce D. Celebrezze, JD, Partner, Clyde & Co. US LLP
    Edward J. Currie, JD, Shareholder, Currie Johnson & Myers, PA
    Mark F. DiGiovanni, VP-Litigation Management, Global Indemnity Group, Inc.

  • Create effective litigation plans and budgets
  • Evaluate policy coverage, choice of counsel, and issues raised by multiple insureds
  • Identify resources to assist with liability determinations in complex, multi-party cases
  • Analyze methods of resolving litigation
  •  


    Adapting to a World of Change

    Unlock a World of New Opportunities

    Network with a diverse range of claims professionals and service providers from among hundreds of companies across the nation, all in one location.

    Change Your Perspective

    Mix-and-match your course selections from fourteen educational tracks with 100 sessions taught by industry leaders to prepare you for our changing world.

    Be Prepared

    Prepare for any challenge that comes your way by connecting with over 300 of the industry's leading service provider organizations at the Insurance Services Expo.

    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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