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Adjuster as Witness: Seven Deadly Sins

State Approved CE Credits: FL NH OK TX

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
  • Attract, Develop & Retain Young Talent for Insurance Careers

    State Approved CE Credits:

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

    Joyce Blanchard, Student, Florida State University
    William Boor, Student, Florida State University
    Lynne McChristian, Teaching Faculty, Florida State University
    Gina Perrotto, AIC, AINS, Associate Recruiter, Amica Mutual Group

  • 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
  • Dealing with Challenging Customers

    State Approved CE Credits:

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

    Jim Jez, AIC SCLA MS, President, JEZ Insurance Consulting LLC

  • Identify the inherent factors that contribute/create conflict in the adjustment of claims
  • Recognize the characteristics of “situationally difficult” customers that adjusters commonly deal with
  • Describe the negative cycle of conflict and how to effectively counter it
  • Take control of the encounter and shape the outcome of events using a six-step approach
  • Delivering Powerful Presentations

    State Approved CE Credits:

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

    Shameem Awan, CPCU AIC, Assistant Vice President, Amica Mutual Group
    Betsy Marotta, CPCU, AIC, AVP, P&C Claims, American National P&C Group

  • Explore strategies for becoming a better presenter
  • Discover techniques for developing powerful presentations
  • Demonstrate strategies to involve your audience
  • Examine practical approaches for cultivating confidence and maintaining audience engagement
  • 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
  • Trace developments with assignment of benefits and working with public adjusters in Florida
  • 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
  • Trace developments with assignment of benefits and working with Public Adjusters in Florida
  • Legalized Marijuana & its Impact on Insurance Claims

    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
  • Quality E-Learning for Claims Adjusters

    State Approved CE Credits:FL

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

    Suzanne Baillargeon, CIC, CISR, AIC, Manager-Claims Training, Main Street America Group
    Vanessa M. Britton, Marketing Communications Mgr., Rimkus Consulting Group, Inc.
    Sarah Lindberg, Learning & Development Manager, The Training Associates

  • Describe effective learning for today's claims professionals
  • Identify effective online programs available to engage today’s learners
  • Review Continuing Education strategies successful insurance companies are employing
  • Evaluate affordable higher education opportunities and other resources available for today’s claims professionals
  • Women's Leadership in Insurance

    State Approved CE Credits:

    Monday 3:30 - 5:00

    Lisa Bergeron, Chief Visionary Officer, AWE
    Jenny Pye, CPCU, AIC, API, Director-Quality Improvement, Liberty Mutual Insurance
    Lisa St. Onge, AIC, Sr. 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
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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.

    Platinum

    Gold

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