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Sessions are 90 minutes in length. They address the wide variety of challenges, from coverage to investigation, from evaluation to resolution that confront adjusters and claim managers on a daily basis. Instead of "dry" lectures, you'll be encouraged to actively learn together with a large number of industry peers in every class. You'll hear the latest developments and strategies from subject experts, and learn what others across the industry, and across the nation, are doing with various claim issues and challenges. Over two days you'll be able to attend up to eight 90-minute sessions on a wide assortment of claim topics.

Appraisal Strategies

 CPCU  DE  FL  NC  OK  RPA  TX

Sep 12, 2018 -- 9:00 a.m. to 10:30 a.m.
Sep 13, 2018 -- 2:45 p.m. to 4:15 p.m.

Patrick Kelahan, Forensic Market Strategist, H2M Architects & Engineers
Roy A. Mura, JD, Managing Member, Mura & Storm, PLLC

  • Prepare the claims for appraisal, select participants and manage the process
  • Anticipate and defuse problems associated with premature appraisal demands by the policyholder, including unsatisfied policy conditions
  • Identify and implement protective strategies when coverage or policy condition issues arise during appraisal
  • Review legal remedies available to address appraisal proceedings that go off track
  • Assignment of Benefits

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    Sep 12, 2018 -- 9:00 a.m. to 10:30 a.m.
    Sep 13, 2018 -- 1:00 p.m. to 2:30 p.m.

    Jessica A.R. Hamilton, JD, Attorney, Robinson & Cole, LLP

  • Review recent trends with building contractors soliciting assignment of benefits with personal lines and commercial lines claims
  • Describe assignment of benefits strategies employed by public adjusters, attorneys, and real estate purchasers;
  • Evaluate what the law in various jurisdictions says about rules governing assignment of benefits
  • Analyze adjusting strategies adjusters might consider when faced with various forms of assignment of benefits
  • Building Damage Estimating Tips for Success

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    Sep 12, 2018 -- 10:45 a.m. to 12:15 p.m.
    Sep 13, 2018 -- 1:00 p.m. to 2:30 p.m.

    Robert J. Donahue, Jr., AIC, National Training Manager, Sedgwick
    Todd Van Sant, National Estimator/Consultant, Express Restoration & Recon.

  • Identify to most difficult challenges associated with building damage estimating
  • Review strategies to address and overcome these challenges
  • Evaluate multiple building damage estimates for accuracy and fairness.
  • Commercial Roofing Issues (2018)

     CPCU  DE  FL  NC  OK  RPA  TX

    Sep 12, 2018 -- 9:00 a.m. to 10:30 a.m.
    Sep 13, 2018 -- 1:00 p.m. to 2:30 p.m.

    Christopher Scallion, PE, Forensic Engineer, DONAN

  • Describe effective inspection procedures for various types of commercial roofs
  • Separate storm-related damages (wind, hail, weight of ice and snow) from wear and tear and other possible causes
  • Review repair vs. replacement options with a variety of commercial roof claims
  • Evaluate storm-resistant qualities of various roofs (built up, EPDM, composition shingle, shake, metal, and slate).
  • Commercial Time Element: Common Pitfalls

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    Sep 12, 2018 -- 10:45 a.m. to 12:15 p.m.
    Sep 13, 2018 -- 1:00 p.m. to 2:30 p.m.

    Jason Lowe, JD, Senior Associate, Butler Weihmuller Katz Craig
    Aubrey Shea, Manager, MDD Forensic Accountants
    Wayne Sowers, AIC, CPCU, Sr. Executive General Adjuster, Sedgwick

  • Review the various types of commercial time element coverages afforded under many common insurance policies
  • Identify the types of losses where coverage applies
  • Describe losses that are typically not covered by these policies
  • Calculate covered losses in a variety of commercial time element claim examples
  • Common Coverage Issues Arising from Catastrophes

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    Sep 12, 2018 -- 1:30 p.m. to 3:00 p.m.
    Sep 13, 2018 -- 8:15 a.m. to 9:45 a.m.

    Erin Bradham, JD, Partner, Steptoe & Johnson LLP

  • Anticipate the challenging coverage issues associated with major catastrophes, including hurricanes, tornados, wildfires, and floods, etc.
  • Identify tools to help accurately resolve these coverage and adjustment challenges
  • Review strategies your organization can take in responding to coverage challenges associated with future catastrophic events
  • Desk Adjusting Skills for Property Adjusters

     CPCU  FL  RPA

    Sep 12, 2018 -- 3:30 p.m. to 5:00 p.m.
    Sep 13, 2018 -- 8:15 a.m. to 9:45 a.m.

    Kevin Allard, Claims Supervisor, EMC Insurance Companies
    Jim Balzarine, AIC, Director of Property Claims, GuideOne Insurance Cos.

  • Describe effective claim investigating techniques and communication strategies with property claims
  • Create a helpful Time Management system to successfully handle regular and catastrophe claim loads
  • Review effective documentation elements needed with property claims
  • Identify resources and tools available to assist in effectively desk-adjusting residential and commercial lines claims
  • High-Tech Data Investigations with SIU

     CA  CPCU  DE  FL  NC  OK  RPA  TX

    September 12, 2018 -- 1:30 p.m. to 3:00 p.m.
    September 13, 2018 -- 10:15 a.m. to 11:45 a.m.

    Jason Bergerson, Director of Digital Forensics, Envista Forensics

  • Identify the types of claims where data-capture can impact overall outcomes
  • Describe some of the new high-tech data tools now available with SIU investigations
  • Review outside resources that can help keep adjusters “in the know” about trends and developments in this area
  • Policy Training for CP Forms

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    September 12, 2018 -- 3:30 p.m. to 5:00 p.m.
    September 13, 2018 -- 10:15 a.m. to 11:45 a.m.

    Seth Jackson, JD, Partner, Zelle LLP
    David Royal, Director of Complex Claims, Liberty Mutual Insurance

  • Review the landscape and make-up of CP policy forms for mid-size and larger commercial insureds
  • Describe troublesome coverage areas with a variety of claims that arise with CP policies
  • Analyze proper adjustment approaches with claims involving multiple locations, coinsurance, water losses, property of others, valuation challenges, etc.
  • Apply coverage appropriately in a variety of claim scenarios
  • Recent Property Case Law Update

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    September 12, 2018 -- 1:30 p.m. to 3:00 p.m.
    September 13, 2018 -- 8:15 a.m. to 9:45 a.m.

    Andrew Rock, JD, Attorney, The Rock Law Group

  • Review current coverage and case law trends and improve your ability to forecast court decisions
  • Identify current regional issues and concerns in the property insurance field
  • Use reasoning skills to apply policy provisions to factual scenarios
  • Compare notes involving coverage challenges with other claims professionals from your region
  • Scoping Large Commercial and Personal Lines Contents Losses

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    September 12, 2018 -- 10:45 a.m. to 12:15 p.m.
    September 13, 2018 -- 2:45 p.m. to 4:15 p.m.

    Neil Atkins, CPCU, AIC, VP Sales, Enservio

  • Identify initial questions to ask after receiving notice of a large commercial or residential contents claim
  • Describe the activities and tools the adjuster has available to accurately scope the contents loss during the initial visit to the loss site
  • Review the types of contents issues that can sometimes “sidetrack” a large contents claim
  • Create worksheets that can accurately scope the loss and effectively settle the claim
  • Valuation, Depreciation, Diminution of Value Challenges

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    September 12, 2018 -- 10:45 a.m. to 12:15 p.m.
    September 13, 2018 -- 2:45 p.m. to 4:15 p.m.

    John Henderson, AIC, President, Wickizer & Clutter, Inc.
    Richard I. Woolf, JD, Partner, Baker Sterchi Cowden & Rice

  • Review valuation protocols with a variety of policies for real and personal property
  • Evaluate depreciation methods for accuracy and appropriateness in a variety of claims
  • Describe diminution of value challenges in various claim scenarios
  • Water Mitigation Challenges (2018)

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    September 12, 2018 -- 3:30 p.m. to 5:00 p.m.
    September 13, 2018 -- 8:15 a.m. to 9:45 a.m.

    William Chad Rhoden, ERS & Technical Training Mgr., Wardlaw Claims Service

  • Review the latest methodologies for accurately scoping and evaluating water damage losses in residential and commercial buildings
  • Identify appropriate water mitigation equipment and resources needed for various loss scenarios
  • Identify problems and solutions in working with various water mitigation firms
  • Working with Public Adjusters and Difficult Insureds

     CPCU  DE  FL  NC  NH  OK  RPA  TX

    September 12, 2018 -- 1:30 p.m. to 3:00 p.m.
    September 13, 2018 -- 10:15 a.m. to 11:45 a.m.

    Timothy R. Engelbrecht, JD, Partner, Butler Weihmuller Katz Craig
    Marisa Jelicks, Sr. Litigation Consultant, Liberty Mutual Insurance

  • Identify scenarios and areas and of potential discord in working with public adjusters or difficult insureds
  • Locate local governing authority information regulating the licensing and conduct of public adjusters
  • Create strategies to minimize disputes and overcome differences to effectively resolve these difficult claims
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    As a claims professional, your time is valuable and the demands of your job are high. Day in and day out, you are responsible for helping insureds replace their homes or businesses after a catastrophe or ensuring that a business owner sued by a customer receives a fair day in court. Still, you have to stay abreast of adjusting, legal and technological developments in the insurance industry in order to maintain your adjusting licenses and provide first-rate services to your insureds. PLRB's Regional Adjusters Conferences are designed to meet your needs.

    The Regional Adjusters Conferences provide high-quality claims training and education in a cost-effective, interactive educational setting. The conferences are held in three different cities around the country and close to your offices.

    At the conferences, you can explore property and casualty claim insurance topics that provide current information on critical claims issues while earning up to 12 hours of adjuster continuing education credit in select states. You can also attend the Insurance Services Expo where you can discover new products and services and network with the top industry service providers. The Expo includes 80-100 regionally-focused service providers with claims-specific expertise in a wide array of fields and disciplines.

    PLRB offers complimentary registration for the Regional Adjusters Conferences to staff of PLRB member insurance companies. You can attend both days of the conference or focus on particular courses. So invest in your professional development and growth by attending any one of the 3 Regional Adjusters Conferences this year. You are worth it.


    The was my first PLRB conference and I look forward to attending others.

    Great learning opportunity, good way to clarify how vendors can help or what they do.

    I was able to meet several contractors and adjusters face to face that I've only talked to on the phone in the past. Everything is well organized and I appreciate that.

    The variety of presentations compared to the amount of time allotted for the conference. It was nice getting to choose courses and not feeling like I had to settle for one which didn't apply. All were valuable.

    Material appropriate for what we do. Variety of subject matter and choices.

    The seminars very done very well and was pleased with overall experience.

    PLRB greatly appreciates the following claims service providers for their outstanding support for the 2018 Regional Adjusters Conferences.

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