2017 Educational Sessions

A Question of Intent

Session Code:  0910    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 8:00 - 9:30 -- Room 101
Wednesday 10:30 - 12:00 -- Room 101

Michael F. Aylward, JD,  Partner
Morrison Mahoney LLP, Boston, MA

Erica Mecler Caron, JD,  HO Legal-Coverage Unit
Liberty Mutual Insurance, Boston, MA

  • Identify key policy terms limiting coverage for intentional acts
  • Describe approaches courts have taken for finding coverage
  • Analyze case examples illustrating strategies for pursuing and limiting coverage
  • Defend and reserve rights against intentional acts claims

Adjusting Bodily Injury & Wrongful Death Claims

Session Code:  0905    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 10:30 - 12:00 -- Room 304
Tuesday 8:00 - 9:30 -- Room 103

Joe Epps, CPA, CFE,  President
Epps Forensic Consulting PLLC, Scottsdale, AZ

Meryl Fein, Claim Director-Excess Claims
Allianz Global Corp. & Spec., O'Fallon, MO

Josh M. Snell, JD,  Partner
Jones, Skelton & Hochuli, PLC, Phoenix, AZ

  • 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

Bad Faith Damages in Third-Party Claims

Session Code:  0915    Session Level:  Advanced

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 103
Wednesday 10:30 - 12:00 -- Room 210

Asim K. Desai, JD,  Partner
Gordon & Rees LLP, Los Angeles, CA

Kevin Willging, Executive Counsel
Travelers Companies, Hunt Valley, MD

  • Spot warning signs of bad-faith exposure in third-party contexts
  • Review emerging bad-faith issues and trends in the third-party claims
  • Identify warning signs of bad faith "set ups" by third-party claimants and develop responsive action plans

Casualty Claims Predictive Analytics

Session Code:  930    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 1:30 - 3:00 -- Room 101
Wednesday 8:30 - 10:00 -- Room 101

Mary Capelli Schellpfeffer, MD,  National Medical Director
AIS Review, Chicago, IL

  • Examine factors driving casualty claims complexity using claim illustrations
  • Distinguish between descriptive and predictive claims analytics
  • Recognize transitions in health services delivery which may influence claim duration and medical specials
  • Spot opportunities to integrate analytics into claims management to reduce inefficiencies, and foresee claims outcomes

Consent Judgments: Insurer's Problems & Solutions

Session Code:  1065    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 107
Wednesday 1:30 - 3:00 -- Room 107

Anne Kevlin, Vice President-Litigation
American Integrity Insurance, Tampa, FL

Anthony R. Zelle, JD,  Attorney
Zelle McDonough & Cohen, LLP, Boston, MA

  • Pinpoint reasons why claimants and insureds are turning to consent judgments with increasing frequency
  • Illustrate how insurers can avoid the serious threat posed by a consent judgment by heading it off before it is entered
  • Specify steps an insurer can take after a breakdown in the settlement process results in entry of a consent judgment
  • Formulate strategic options to contest the enforcement of consent judgments

Construction Defect Claims: CGL Coverage Issues

Session Code:  0955    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 1:30 - 3:00 -- Room 103
Wednesday 3:30 - 5:00 -- Room 103

John Mumford, JD,  Partner
Hancock Daniel Johnson et al, Glen Allen, VA

  • Survey trends in liability claims against builders and subcontractors
  • Describe differences in coverage issues relating to contractors, subcontractors, additional insureds, and indemnitees
  • Scrutinize key terms in the policy's insuring agreement and examine national trends and legislation as to what constitutes an “occurrence”
  • Analyze key CGL exclusions and exceptions, including the “damage to property”, “your work”, and others

Contractual Indemnity & Additional Insured Liability

Session Code:  1055    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 10:30 - 12:00 -- Room 200
Wednesday 1:30 - 3:00 -- Room 103

John S. Hanlon, SCLA,  Complex Claims Unit Manager
Selective Insurance Group, Branchville, NJ

Dan Kohane, JD,  Senior Partner
Hurwitz & Fine, P.C., Buffalo, NY

  • Distinguish between an insurer's obligations to those who qualify as additional insureds and those who benefit from contractual indemnity obligations
  • Evaluate how tenders of defense and indemnity should be made under both policy and trade agreement
  • Describe the protocols to be considered when tenders are received under both insurance policy and contract
  • Identify the relevant factors when sending or receiving tenders

Criminal Acts, Catastrophic Crime & Terrorism

Session Code:  935    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 101
Tuesday 10:30 - 12:00 -- Room 101

Bradford S. Purcell, JD,  Partner
Purcell & Wardrope Chartered, Chicago, IL

  • Identify who is potentially liable for criminal acts, including terrorism
  • Review the theories of liability against typical target defendants
  • Evaluate defenses available for the target defendants
  • Describe the unique challenges and exposures with litigation arising out of criminal acts

Defending Against the “Reptile Theory”

Session Code:  0945    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 3:00 -- Room 104
Tuesday 3:30 - 5:00 -- Room 104

Kenneth Bunn, AIC,  AVP, Claims
Builders Mutual Insurance Co., Raleigh, NC

JD Keister, JD,  Attorney
MGC Insurance Defense, Raleigh, NC

  • Examine considerations for litigation
  • Analyze the foundations of the Reptile Theory and the teachings of Ball and Keenan
  • Compare the various ways plaintiff attorneys are putting the Reptile Theory into action across the country
  • Identify how to spot the reptile and manage a claim before suit is filed
    ** Strategize ways to effectively and efficiently defend against a reptile case during discovery

Driverless Cars: Liability & Coverage Issues

Session Code:  0985    Session Level:  Intermediate

Curriculum: Casualty Campus

Wednesday 1:30 - 3:00 -- Room 102
Tuesday 3:30 - 5:00 -- Room 102

Steven E. Peiper, JD,  Member
Hurwitz & Fine, P.C., Buffalo, NY

Cheri K. Trites, JD,  Coverage Counsel Manager
EMC Insurance Companies, Des Moines, IA

  • Analyze potential liability exposures presented by driverless cars
  • Evaluate issues affecting underwriters and the underwriting process
  • Identify potentially liable parties and coordinating liability coverage among them
  • Examine policies covering liabilities arising out of driverless cars

Emerging CGL Risks: Coverage Issues

Session Code:  965    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 8:00 - 9:30 -- Room 102
Monday 10:30 - 12:00 -- Room 200

Larry Mason, JD,  Partner
Goldberg Segalla, Chicago, IL

Crystal Uebelher, CPCU, JD,  Claims Attorney
SECURA Insurance Companies, Appleton, WI

  • Identify new and emerging risks that CGL insurers should be prepared to adjust
  • Analyze liability policy language relevant to adjusting these emerging risks
  • Explore how courts may resolve coverage disputes involving emerging risks claims
  • Discover proactive strategies for effective claims resolution of emerging CGL risks claims

Establishing Prejudice as a Coverage Defense

Session Code:  1005    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 10:30 - 11:30 -- Room 102
Wednesday 8:30 - 9:30 -- Room 102

Patrick E. Winters, JD,  Partner
Plunkett Cooney, Bloomfield Hills, MI

  • Examine those coverage defenses where prejudice comes into play
  • Assess whether there is a need to establish prejudice
  • Analyze the different approaches utilized in various states to evaluate whether and to what extent prejudice must be shown
  • Survey case law to identify current trends in how prejudice is proven
    ** Identify what is required to establish prejudice when required for a successful defense

Governmental Entities: Liability Exposures

Session Code:  1035    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 10:30 - 11:30 -- Room 107
Monday 10:30 - 11:30 -- Room 103

Charles W. Browning, JD,  Partner
Plunkett Cooney, Bloomfield Hills, MI

  • Illustrate the types of civil claims brought against governmental entities and officials including claims for excessive force, civil rights violations, wrongful prosecution (after exoneration), and lead-contaminated water systems
  • Review the types of coverage forms applicable to governmental entities and officials
  • Assess the potential immunity issues presented by these claims
  • Analyze the emerging coverage issues presented by these claims

High Exposure Casualty Claims

Session Code:  1017    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 1:30 - 3:00 -- Room 102
Wednesday 3:30 - 5:00 -- Room 102

Julie Murzyn, JD,  Partner
O'Neill McFadden & Willet LLP, Schererville, IN

Sarah Zumbahlen, JD,  Associate Legal Counsel
Illinois Casualty Company, Rock Island, IL

  • Examine approaches for handling high-value liability claims and suits from factual investigation to settlement or trial
  • Recognize issues surrounding the retention and use of experts
  • Explore effective approaches to identify and put together reasonable, good faith offers or to decide that the case should go to trial
  • Assess how much and what type of involvement the adjuster should have during litigation

Homeowners Liability Coverage: Emerging Issues

Session Code:  1045    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 8:00 - 9:30 -- Room 104
Wednesday 1:30 - 3:00 -- Room 101

Kenneth P. Williams, JD,  Partner
Moffett Vitu Lascoe et al, Birmingham, MI

  • Describe the expansion of homeowners policy liability coverage to respond to increasing exposures posed by technological advancements and emerging issues affecting personal liability
  • Survey evolving state and federal law with respect to courts' broadening interpretation of policy language to address coverage for exposures posed by use of drones, ride and house sharing, cyber-bullying, and vicarious liability for unlicensed professionals
  • Analyze approaches to coverage for these liability exposures

Late Notice Roundtable: Trends, Tips & Traps

Session Code:  1034    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 2:30 -- Room 102
Wednesday 10:30 - 11:30 -- Room 102

Carol A. Griffin, Esq,  AVP & Assoc. General Counsel
Resolute Management Inc., Boston, MA

John Harding, JD,  Partner
Lewis Brisbois Bisgaard et al, Boston, MA

  • Identify and evaluate the impact of recent case law developments in late notice law
  • Explore related concepts such as pre-tender defense costs
  • Examine tips and traps in late notice cases
  • Analyze and apply late notice concepts

Litigated Bodily Injury Claims

Session Code:  1075    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 102
Wednesday 8:30 - 10:00 -- Room 103

Thomas N. Brace, Claims/SIU Manager
Security Mutual Insurance, Ithaca, NY

Anthony J. Spiga, JD,  Partner
Gladstein, Keane & Partners, New York, NY

  • 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

Low-Speed Vehicle Collisions: The Biomechanics

Session Code:  1025    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 8:00 - 9:30 -- Room 107
Wednesday 10:30 - 12:00 -- Room 103

Richard V. Baratta, PhD, PE,  VP-Biomechanical Division
Rimkus Consulting Group, Inc., Houston, TX

  • Describe the biomechanics and reconstruction of low-speed vehicle collisions
  • Examine the use of engineering and other scientific data to evaluate damage and injuries
  • Identify various injuries and their mechanisms in low-speed vehicle collision analysis

Medicare Appeal Process & Recent Developments

Session Code:  1089    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 3:00 -- Room 203
Tuesday 8:00 - 9:30 -- Room 309

Vince Columbia, Claim Center General Counselor
Travelers Companies, Hartford, CT

Amelia Lafley, Claims Medicare Specialist
Enumclaw Insurance Group, Enumclaw, WA

  • Describe the Medicare Appeal Process and learn how to prepare an effective appeal
  • Identify the roles of the Benefits Coordination & Recovery Center (BCRC) and Commercial Repayment Center (CRC)
  • Learn how to effectively communicate with BCRC and CRC
  • Review recent case law developments, including those involving Medicare Advantage Plan

Multiple Claimant Cases: Minimizing Exposure

Session Code:  1094    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 2:30 -- Room 101
Tuesday 3:30 - 4:30 -- Room 101

Jamie Flowers, JD,  Associate Legal Counsel
Illinois Casualty Company, Rock Island, IL

Kimberly Ramey, JD,  Partner
Butler Weihmuller Katz Craig, Tampa, FL

  • Scrutinize court decisions from various jurisdictions addressing a carrier's duties and obligations when faced with multiple claimants and insufficient policy limits
  • Describe and illustrate effective strategies for investigating, evaluating and settling in good faith multiple claims with insufficient policy limits
  • Devise solutions to problems that frequently arise when attempting to resolve multiple claims with insufficient policy limits

Negotiating Strategies in Bodily Injury Claims

Session Code:  0975    Session Level:  Intermediate

Curriculum: Casualty Campus

Tuesday 10:30 - 12:00 -- Room 207
Wednesday 1:30 - 3:00 -- Room 202

Richard Nouza, JD,  Home Office Claims Manager
Central Insurance Companies, Van Wert, OH

Christine A. Sullivan, CPCU, AIM,  President
CAS Consulting, LLC, Chicago, IL

  • Identify the key components of an effective negotiation strategy
  • Build an effective negotiation strategy based on the merits of the case
  • Describe what tactics to employ to effectively negotiate a bodily injury claim
  • Apply the strategy and tactics to successfully negotiate the claim from the defense and plaintiff's point of view

Personal & Advertising Injury Claims: Advanced

Session Code:  1072    Session Level:  Advanced

Curriculum: Casualty Campus

Monday 10:30 - 12:00 -- Room 202
Tuesday 1:30 - 3:00 -- Room 107

Paul White, JD,  Attorney at Law
Wilson Elser Moskowitz et al, Los Angeles, CA

  • Discover claims currently being made under CGL policy personal and advertising injury coverage, including invasion of privacy, data breaches, and product disparagement
  • Analyze the scope and limitations of intellectual property exclusions on personal and advertising injury claims
  • Survey recent case law developments and assess their impact on coverage
  • Examine various statutory claims

Ride & House Sharing: Liability Coverage

Session Code:  925    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 3:00 -- Room 103
Tuesday 3:30 - 5:00 -- Room 103

Christian A. Cavallo, Esq,  Partner
Goldberg Segalla, Newark, NJ

  • Describe trends toward sharing rides and homes
  • Identify relevant auto and homeowners liability insurance coverage provisions
  • Illustrate liability exposures and assess insurance coverage issues
  • Survey legislation and regulations affecting various sharing activities

Torts in Cyberspace: Coverage Issues, Part 2

Session Code:  1088    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 1:30 - 3:00 -- Room 107
Tuesday 3:30 - 5:00 -- Room 107

Rina Carmel, JD,  Attorney
Zelle McDonough & Cohen, LLP, Los Angeles, CA

  • Define the elements of cybertorts, including cyberdisparagement, cyberbulling, and cyberrevenge
  • Analyze coverage under CGL and homeowners policies for cybertorts
  • Evaluate coverage for allegations against insured parents for negligent supervision of their minor children who commit cybertorts
  • Compare methods to properly investigate cybertort claims to investigating traditional tort claims

Traumatic Brain Injury: Evaluating Claims

Session Code:  1085    Session Level:  Intermediate

Curriculum: Casualty Campus

Monday 3:30 - 5:00 -- Room 104
Tuesday 1:30 - 3:00 -- Room 104

David R. Price, PhD,  President
The Forensic Network, Greenville, SC

Robert S. Stickley, JD,  Partner
Langsam Stevens Silver et al, Philadelphia, PA

  • Describe what constitutes a mild traumatic brain injury, moderate traumatic brain injury, and severe traumatic brain injury
  • Identify what records and documents are needed for appropriate brain injury evaluation
  • Distinguish the prognosis for recovery from mild, moderate, and severe traumatic brain injuries
  • Evaluate the high probability of fraud and malingering in mild traumatic brain injury claims