MONDAY, NOVEMBER-4th

8:30AM - 8:45AM: Opening Remarks: PCEA, CCEA, ACEA

8:45AM - 8:50AM: Anti-Trust Statement Reading: Steve Badger, Partner Zelle, LLP

8:50AM - 9:15AM: Attendee Introductions: Lead by Jessica Hamilton, SVP of Eberl

9:15AM - 10:00AM: Keynote Presentation - Sponsored by: OneClickCode

Carl Van, ITP, President & CEO of International Insurance Institute, Inc.

About Carl Van: Mr. Van graduated from California State University, Sacramento where he received his bachelor’s degree in Insurance. He has been in the insurance claims industry since 1980 and has held various staff, management and executive positions including Vice President/General Manager. Mr. Van has written articles for Claims magazine, Claims Education Magazine, Claims Advisor, Claims People magazine, The Subrogator, The National Underwriter, California Insurance Journal and over 100 other national magazines. He is the author of over 75 technical and soft skill workshops being taught throughout the U.S., Canada, Australia and the U.K. He has been a trainer at an international U.S-Japanese executive training program, a guest speaker at hundreds of claims association seminars, and selected as the opening presenter at some of the most prestigious claims conferences in the United States and Canada.

10:05AM – 11:00AM: What The Hail Is Going On? - Update From The Trenches

Speaker:

Steve Badger, Partner Zelle LLC.

Session Description: This session explores current hot topics involving hail and other CAT claims. This includes identifying damage, determining the date of loss, inflated Xactimate estimates, the appraisal process, dealing with contractors/public adjusters, and fraud schemes. Also discussed are underwriting strategies and policy form changes that can effectively address many of the common issues and abuses.

11:00AM - 11:15AM: Executive Empowerment Break

11:15AM - 12:00PM: Preparing for CMS’s New Reporting Requirements - Claims Impact & Compliance Strategies

Speaker:

Mark Popolizio, J.D., VP of MSP Compliance at Verisk

Session Description: Starting April 4, 2025, CMS will require insurers to report workers’ compensation Medicare set-aside (WCMSA) data points as part of Section 111 TPOC reporting. All WCMSAs are in scope -- WCMSAs approved by CMS, non-submit WCMSAs, evidenced based MSAs (EBMSAs), and non-threshold WCMSAs. Even settlements with no WCMSAs must be reported. This new process gives CMS unprecedented visibility into the use (and non-use) of WCMSAs – and CMS has indicated it may use all available means of enforcement, including the False Claims Act. This session breaks down CMS’s new process, how it impacts WCMSA compliance, and practical claims strategies to improve your WCMSA practices.

12:00PM - 1:00PM: Lunch Break - Sponsored by:

1:10PM - 2:00PM: Riding the Wave: Emerging Claim Issues & Challenges

Speaker:

Glenn Frankel, SVP, Head of North America P&C Claims for Gen Re

Session Description: This presentation will explore and provide insights into insurance claims' ever-evolving (and challenging) landscape. The session will focus on hot topics and emerging issues that have and will impact the claims environment, including catastrophe frequency and severity, climate change, nuclear verdicts, social inflation, troubling jurisdictions, biometric information, mass tort litigation, and more.

2:05PM – 2:50PM: Panel Discussion: Voices of Leadership: Insights from Executive from PCEA, CCEA & ACEA

Session Description: This panel will feature a balance of leaders providing diverse insights and perspectives on key industry trends, challenges, and strategies.

Moderator: Joel Lyons, Founder of Lyons Restores

Panelist: Samuel Crisalli, VP of Claims at Dryden Mutual

Panelist: Donna Romero, Group Manager Casualty Claims at Auto Club Enterprises

Panelist: Dr. Theresa Young, Property Process Leader at CSAA Insurance Group

Panelist: Jane Nettels, Vice President Claims Manager at Swiss Re

Panelist: Steven Gregory, Vice President Claims at Tower Hill

Panelist: Michael Dandridge, Vice President of Claims at Pure

2:50PM - 3:00PM: Leadership Reboot Break

3:00PM - 3:45PM: The People Side of Change: The Key to Successful Transformation

Speaker:

Ema Roloff, Digital Transformation Consultant, Keynote Speaker, & Co-Founder of Roloff Consulting

Session Description: Change is an inevitable and vital part of digital transformation, yet managing it effectively is often pushed to the side in favor of shiny objects. This session empowers leaders and teams to navigate change management with confidence and skill. We'll explore how a clear and inspiring vision can guide and motivate teams through change, the crucial role of transparent and consistent communication in facilitating transitions, and the impact of recognizing and celebrating small wins along the way to maintain momentum and morale.

4:00PM - 5:00PM: Digital Forensics: Uncovering Fraud in the Age of Generative AI

Speaker:

Lars Daniel EnCE, CCO, CCPA, CTNS, CTA, CIPTS, CWA, Practice Leader of Digital Forensics at Envista

Session Description: In the rapidly evolving insurance landscape, the rise of generative AI presents both opportunities and challenges. This course, designed for insurance and legal professionals, delves into the critical role of digital forensics in addressing the challenges posed by generative AI, particularly in the context of insurance claims. Participants will gain a comprehensive understanding of how AI-generated images and other synthetic data can be used to perpetrate fraud and how digital forensics can be employed to detect and mitigate these risks.

TUESDAY, NOVEMBER-5th

9:00AM - 9:30AM: Updates from Board Presidents PCEA, ACEA & CCEA

9:30 AM - 10:15 PM - Leading through Key Workforce Challenges Within the Insurance Industry. Evaluating Through Current & Future Perspectives

Session description: This session will explore how insurance companies are adapting their customer service strategies in a challenging market, addressing skill gaps and retention while preparing for an aging workforce, and balancing hybrid versus in-office work models. We'll also delve into how organizations are driving technological change and managing the transition to new operational strategies.

Moderator:John Campbell, VP, Swiss Re

Moderator / Panelist: Michelle Licht, VP of Sales, ALE Solutions

Moderator / Panelist: Zack Gordon, Senior Director, National HO Claims, CSAA (AAA)

Panelist: Kyle Guidry, Director, Openly

Panelist: Dawnde Pence, SIU Manager, ACE (AAA)

Panelist: Vickie Burch, SVP of Third Party Administration, Eberl

10:15AM - 11:00AM: Journey to the Center of the Hellholes: 2024

Speaker:

Susan Wisbey-Smith & Lauren Jarrell

Session Description: Susan Wisbey-Smith, President of CLM, sits down with Lauren Jarrell, Director, and Counsel, Civil Justice Policy, with the American Tort Reform Foundation to discuss the results and implications of its 2023-2024 Judicial Hellholes® report. The report highlights jurisdictions that have earned reputations as Judicial Hellholes. The report summary points out that some of these Hellholes are known for allowing innovative lawsuits to proceed or for welcoming litigation tourism, and in all of them, state leadership seems eager to expand civil liability at every given opportunity.

11:05AM - 11:15AM: Risk Assessment Refresh Break Sponsor

11:15AM - 12:00PM: Guy Carpenter - 2024 Global Risk Report

Speaker:

James Waller, PhD

Session Description: Billion dollar insured disasters have been on the rise for severe convective storms in recent years. As of May 31, there have been 9 SCS events of USD 1 billion or greater across the United States, with costs exceeding USD 22 billion (Figure 4). Uniquely, there have been few prolific hailstorms in populous locales to drive insured losses this year. Typically, hail is the largest driver of SCS losses, yet 2024 has seen tornado and straight-line winds dominate storm reports. Even with the relative dearth of damaging hail events, (re)insurers should remain wary of future hail losses moving into the summer.

12:00PM -12:45PM: Three Macroeconomic Topics None of Us Can Avoid

Speaker:

Lyle Donan, Founder of Room & Pillar

Session Description: In an ever-evolving global economy, understanding the macroeconomic forces at play is crucial for the insurance claims industry. This presentation will delve into the key macroeconomic issues and trends that have a direct and significant impact on insurance claims. Attendees will gain a comprehensive understanding of these macroeconomic factors and their interconnectedness with the insurance claims industry. This knowledge will equip claims professionals to anticipate challenges, adapt strategies, and make informed decisions in a dynamic economic landscape.

TUESDAY, NOVEMBER-5th

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