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2017 Educational Sessions

Adjusting Cargo Claims

Session Code:  0235    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 3:00 -- Room 309
Tuesday 3:30 - 5:00 -- Room 207

Rodney Q. Fonda, JD,  Of Counsel
Preg O'Donnell & Gillett, Seattle, WA

Edgar Rochelson, Sr. Marine Claims Adjuster
Allianz Global Corp. & Spec., Seattle, WA

  • Describe procedures and protocols to follow in adjusting domestic and international cargo losses
  • Explain the transportation process and the parties involved
  • Identify the documents needed for a cargo claim and why they are needed
  • Review coverage terms and what they mean as regards goods in transit

Assignment of Benefits: Policy Giveaway

Session Code:  0225    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 313
Wednesday 10:30 - 12:00 -- Room 203

Michael Guerra, Dir.-Claims, Claims Governance
Citizens Property Insurance, Jacksonville, FL

Nathan M. Thompson, JD,  Senior Counsel
Citizens Property Insurance, Jacksonville, FL

  • 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

Bio-Hazard Losses & Recovery

Session Code:  0255    Session Level:  Intermediate

Curriculum: Adjusting Property

Wednesday 10:30 - 12:00 -- Room 310
Monday 3:30 - 5:00 -- Room 310

Peter P. Duncanson, Director-System Development
ServiceMaster Clean, Memphis, TN

Brian Klupper, Policies & Procedures Manager
American Family Insurance, Madison, WI

  • Describe the process of a bio-hazard loss and the impacts on family and cleaning technicians
  • Explore the potential pitfalls in clean up that result in higher cost
  • Define the safety and health precautions required by OSHA and state regulations

Code Enforcement: What's Required vs. Desired

Session Code:  0215    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 302
Wednesday 3:30 - 5:00 -- Room 313

Stuart A. Mintz, AIC, RPA,  Assistant Vice President
Custard Insurance Adjusters, Norcross, GA

Harry Parrish, President/CEO
Construction Services Company, Rocklin, CA

  • Review the various stakeholders' interests in determining how building codes affect repair and restoration projects
  • Identify ways that adjusters can actively address building code enforcement policies and procedures
  • Describe ways an adjuster/expert can influence decisions prior to when the permanent repair design begins
  • Avoid pitfalls and delays to accurately set reserves with building code-related losses

Enforcing Policy Duties in a Claims Investigation

Session Code:  0275    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 3:30 - 5:00 -- Room 202
Tuesday 10:30 - 12:00 -- Room 202

Michele Chapnick, JD,  Shareholder
Gregory & Meyer, P.C., Troy, MI

Kathy London, CPCU,  Sr. Claims Resolution Spec.
Liberty Mutual Insurance, Montgomeryville, PA

  • Review the principal tenets of policy duties including the origins, authority, and purpose of policy duties
  • Explore specific policy duties to evaluate the proper use, timing and scope
  • Identify ways that policy duties can be used tactically to assist a claims adjustment and investigation
  • Analyze unique issues, scenarios, and problems surrounding policy duties

Estimating with New Technologies

Session Code:  0245    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 3:00 -- Room 304
Tuesday 3:30 - 5:00 -- Room 304

Pascal Bégin, VP-Product Management
Symbility, Toronto, ON

Robert Bragdon, Sr. Training Consultant
Hanover Insurance Group, Worcester, MA

John A. Postava, President & Co-Founder
Simsol Software Company, Orlando, FL

Ron Richardson, CPCU,  Assistant Vice President
Geomni Services, Lehi, UT

  • Describe advances in mobile technology
  • Examine the pros and cons of tablets vs. laptops
  • Review integration with other emerging technologies (aerial mapping, storm tracking)
  • Outline the future of drones and their role in claims adjustments

Geotechnical & Geologic Claims

Session Code:  295    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 10:30 - 12:00 -- Room 204
Tuesday 3:30 - 5:00 -- Room 204

Emily K. Dotson, Attorney
Resnick & Louis, P.C., Scottsdale, AZ

Robert McMichael, PE,  Geotechnical Resource Manager
Madsen, Kneppers & Associates, Phoenix, AZ

  • Recognize the various hazardous conditions that may result in a geotechnical/geologic loss (e.g., expansive soils, sinkholes, landslides, etc.)
  • Distinguish between geologic conditions and construction defects
  • Describe available repair concepts and associated costs for repairs associated with geotechnical and geologic losses
  • Identify subrogation potential early in the investigation to improve coordination between experts and subrogation counsel

Hail Damage to Light HVAC Losses

Session Code:  0285    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 1:30 - 3:00 -- Room 208
Wednesday 1:30 - 3:00 -- Room 208

Jay Dykstra, Sr. Learning Facilitator
Travelers Companies, Windsor, CT

Matt Livingston, Vendor Programs & Education
HVAC Investigators LLC, Charlotte, NC

  • Identify the specific components of light commercial and residential HVAC systems that can be damaged by hail
  • Evaluate the impact and extent of damages that accompany hail losses
  • Review the hierarchy of repairs that can restore hail-damaged HVAC systems to pre-loss condition
  • Describe the role that regulatory requirements play in HVAC repairs and replacements

Heavy Equipment Adjustment Challenges

Session Code:  0325    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 3:30 - 5:00 -- Room 309
Wednesday 8:30 - 10:00 -- Room 309

Debra Brickner, Sr. National Claims Director
W. R. Berkley Group, Schaumburg, IL

Tom Fergus, Heavy Equip. Claims Specialist
N. E. Truck & Equip. Claims, Wolfeboro Falls, NH

  • Review the types of typical heavy equipment often involved in claims
  • Describe valuation challenges that can accompany these specialty claims
  • Trace some recent developments in heavy equipment coverages
  • Identify the qualifications you might seek in heavy equipment adjusters and consultants

Managing Complex Homeowners' Losses

Session Code:  315    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 8:00 - 9:30 -- Room 304
Wednesday 3:30 - 5:00 -- Room 207

Randy M. Grundy, President & EGA
RGACM, Glen Ellyn, IL

Scott Mull, CPCU, AIC, SCLA,  Property Supervisor
Central Insurance Companies, Van Wert, OH

Scott Wing, JD,  Partner
Leahy Eisenberg & Fraenkel, Chicago, IL

  • Effectively manage and communicate with difficult insureds
  • Recognize and predict how, when, and why small ordinary claims can escalate into large complex claims for proactive claims handling
  • Use multiple claims tools in conjunction with one another to control claims escalation
  • Identify and manage the interplay of several claims investigation issues, including policy coverage, damages, and use of experts

NFPA 921 & 1033: Updates for Fire Investigation

Session Code:  0345    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 2:30 -- Room 310
Wednesday 8:30 - 9:30 -- Room 313

Robert F. Duval, New England Regional Director
National Fire Protection Assn., Quincy, MA

Michael T. Wixted, Emergency Services Specialist
National Fire Protection Assn., Quincy, MA

  • Review the basics of NFPA 921, methodology, level of certainty, and reliability
  • Describe the basics of NFPA 1033, minimum basic knowledge, and job performance requirements for fire investigators
  • Trace the history purpose of NFPA 921 & NFPA 1033
  • Explain why and how the scientific method is applied to origin and cause investigations

Property Claim Ethics: Adjusting in Good Faith

Session Code:  0375    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 1:30 - 3:00 -- Room 210
Wednesday 3:30 - 5:00 -- Room 311

Jonathan Barger, JD,  Attorney
Butler Weihmuller Katz Craig, Chicago, IL

Nanci L. Smilie, CPCU, AIC,  Property Claims Specialist
Erie Insurance Group, East Peoria, IL

  • Describe various challenges that claims professionals face when adjusting property claims
  • Identify good faith methods for resolving these challenges
  • Review recent bad faith case law developments
  • Describe how to avoid bad faith dangers in property claim adjustments

Public Adjusters: Who is Adjusting the Loss?

Session Code:  0335    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 3:00 -- Room 312
Wednesday 8:30 - 10:00 -- Room 312

Christopher P. Flanagan, JD,  Partner
Wilson Elser Moskowitz et al, Boston, MA

James Stoops, CPCU,  NGA/Appraiser/Umpire
Cunningham Lindsey, Eden Prairie, MN

  • Compare the legal standing of a public adjuster in a property insurance claim vs. the insured or an attorney representing the insured
  • Describe how the claim process should be undertaken when a public adjuster is involved
  • Identify documents and timing of activities to apply to the adjustment when a public adjuster is involved
  • List the steps to achieve common goals with the public adjuster while maintaining control of the adjustment process

Quality Claim Files

Session Code:  0305    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 3:30 - 5:00 -- Room 208
Tuesday 10:30 - 12:00 -- Room 208

Todd Breton, President
Inspire Consulting Firm, Sugar Land, TX

Steve LaPierre, General Adjuster, Prop. Claims
Vermont Mutual Group, Montpelier, VT

  • Describe new channels of communication in today's adjusting world
  • Review effective forms of communication found in a claim file
  • Explain, using examples, what great written communication looks and feels like
  • Identify elements of a great claim file posting

Solar Panels & Their Impact on Roofing & Claims

Session Code:  0395    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 8:00 - 9:30 -- Room 208
Wednesday 10:30 - 12:00 -- Room 208

Murray J. Morrison, PhD,  Senior Research Engineer
IBHS, Richburg, SC

Dwayne Sloan, Manager, Principal Engineers
UL LLC, Research Triangle Park, NC

  • Review the features of roof-mounted solar panel racking systems, including how they are designed, installed and evaluated
  • Describe the fire performance of rack-mounted solar panel systems
  • Identify the implications of solar panel racking systems for adjuster and firefighter safety
  • Evaluate common types of failures and their implications for claims
    ** Identify hidden risks of roof-mounted solar panel systems and the need for regular inspections

Unfair Claims Practices Act: This is Jeopardy

Session Code:  0365    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 8:00 - 9:30 -- Room 210
Wednesday 1:30 - 3:00 -- Room 310

Douglas Osborne, CFE, CIFI,  SIU Manager
Kemper Corporation, Olympia, WA

Jennie Philip, JD,  Attorney
Marshall Dennehey Warner et al, Philadelphia, PA

  • Identify quality general claims handling requirements based on the Model Unfair Claims Practices Act (MUCPA)
  • Describe requirements for effective communications between the carrier and the insured under the Model Unfair Claims Practices Act
  • Practice good faith claims handling techniques and avoid problematic behaviors under the Model Unfair Claims Practices Act
  • Apply particular policy provisions and exclusions appropriately that are sometimes misinterpreted and misused in practice

Vandalism vs. Theft

Session Code:  0385    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 103
Wednesday 3:30 - 5:00 -- Room 200

Gregory Holt, AIC,  Property Claims Supervisor
EMC Insurance Companies, Warwick, RI

Steve Lemmo, PE,  Director
Halliwell Engineering Assoc., East Providence, RI

William A. Schneider, JD,  Partner
Morrison Mahoney LLP, Boston, MA

  • Define the meaning of the perils of vandalism and theft, including how modern policy forms and the courts have described and defined each one
  • Recognize challenges involved with investigating building losses involving theft of valuable components from electrical, mechanical, and HVAC systems
  • Analyze theft claims involving valuable building components based on judicial decisions construing perils of theft and vandalism
  • Implement solutions to adjusting theft losses with related vandalism claims through use of appropriate consultants

Water Loss Documentation

Session Code:  0355    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 312
Wednesday 1:30 - 3:00 -- Room 311

Daniel Bernazzani, PhD,  SVP Environmental Division
YOUNG & Associates, Swampscott, MA

Robert J. Donahue, Jr., AIC,  National Training Manager
VeriClaim, Inc., Roseville, CA

David G. Hooper II, Resource Mgr.-Microbiologist
Madsen, Kneppers & Associates, Chicago, IL

  • Evaluate various estimates for water damage remediation
  • Describe scoping strategies with water losses
  • Prepare accurate mitigation estimates for a variety of claims

Winter Storm Damage Claims

Session Code:  0475    Session Level:  Intermediate

Curriculum: Adjusting Property

Tuesday 10:30 - 12:00 -- Room 304
Monday 10:30 - 12:00 -- Room 210

Jack Halliwell, PE,  President
Halliwell Engineering Assoc., Aventura, FL

Iolanda Mestre-Gonzalez, VP-Major Loss Comm'l Prop.
American International Group, Boston, MA

  • Review the different perils and special adjusting issues of winter storms, including snow loads and roof collapses, ice dams, freeze-ups, and power outages
  • Describe the investigation techniques required for winter storm damage claims including meteorological data and analysis, engineering analysis, and special consideration of multiple events
  • Evaluate special considerations of winter storm damage claims

Working with 21st Century Building Components

Session Code:  0330    Session Level:  Intermediate

Curriculum: Adjusting Property

Monday 1:30 - 3:00 -- Room 311
Tuesday 3:30 - 5:00 -- Room 208

John W. Glissmeyer, Strategic Training Manager
Xactware, Lehi, UT

Jeff Taxier, Education & Training Manager
American Technologies, Inc., Tucson, AZ

  • Describe the recent evolution of building products and materials
  • Identify the most common “newish” building materials used in residential and commercial restoration and remodeling
  • More accurately estimate unusual and so-called one-of-a-kind items that may be found in more recent buildings