WIND 2016 Breakout Sessions
An Adjuster Is What An Adjuster Does
This workshop explores the role played by adjusters and their contributions to society, the challenges adjusters face today, and the future of the profession. The workshop also includes the latest legislative and rule changes impacting licensed Florida adjusters.
Faculty: Peter J. Crosa, AIC, RPA President Peter J. Crosa & Co.; Jim Greer, President, AE21
Adjusting the Mediation
This workshop is designed to ensure that you get the most out of your future mediations. The panel members included a mediator, an adjuster and counsel for the policyholder and insurance carrier. Attendees of the workshop will learn the techniques necessary to negotiate the best outcome for you and your clients. Highlights include tips on when to argue the merits and when to focus on negotiation. The mediator will share insights on what happens in the “other room.” Other panel members will give examples of the hidden factors which drive them to settlement. After attending you will be ready to win your next mediation.
Faculty: John Salmon, Esquire, Salmon Dulberg Dispute Resolution; Tom Jefferies, RJMW Claim Services; Shaun Marker, Esquire, Merlin Law Group; Jennifer Smith, Esquire, Cole Scott Kissane
“Are you Prepared? The Things You Don’t Know But Need to Know to be Ready For Deposition and Trial”
This workshop will examine how a public adjuster, an independent adjuster and an insurance company representative can best prepare for and testify at deposition. It will include a review of the claim file and public adjuster file and discuss how to tackle issues arising from the contents and use of those files. An experienced independent adjuster, public adjuster and insurance company rep will share their personal experience and participate in a brief mock deposition conducted by defense counsel and policyholder’s counsel. At the end of the workshop, a mock direct and cross of the witnesses will take place to demonstrate how the deposition testimony can later be used at trial.
Faculty: Melissa M. Sims, Esquire, Berk, Merchant & Sims; Charlie Baker, Peninsula Insurance Bureau Insurance; Stephen A. Marino, Esquire, Ver Ploeg & Lumpkin; R. Ryan Gadapee, Esquire, Weston Insurance, General Counsel; Jimmy Farach, All Risk Claims Consultants
Claims for Lost Income: Unique Challenges Posed by Catastrophic Storms and the Collective Response
The purpose of this presentation will be to explore particular challenges posed by losses caused by catastrophic storms in light of the purpose and scope of business interruption coverage, including contingent and extended business interruption coverage. The panelists will address common policy provisions and the impact of exclusions and limitations contained in a wind policy. The objective of this workshop is to explore the scope and purpose of business interruption coverage in commercial insurance policies for insurance company and policy holder advocates. The panel will include counsel who represent insurers and insureds, an independent Adjuster and a forensic accountant. It is expected that attendees will become familiar with the standard business interruption clauses, key exclusions and limitations which are contained in a wind policy, and factors that impact the periods of recovery in a wind claim. The method of instruction used for this session will be an interactive discussion supported by a PowerPoint presentation and a handout of materials relevant to the topic, including checklists and summary of any relevant case law. Q&A among the attendees will be emphatically encouraged.
Faculty: John Garaffa, Esquire, Butler Weihmuller Katz Craig LLP; Philip L. Ambrose Engle Martin & Associates, Inc.; Robert L. Hernandez, Meaden & Moore, LLP; Amy Boggs, The Law Office of Amy Boggs
Contents: Loss Environments, Inventory and Repair
This course will address the contents portion of claims, the loss environments that affect them and how contents are evaluated/priced and how determinations are made for repair and how inventories are produced. The objective is to fast track the adjuster in the core principles of assessing and evaluating the contents loss contained in a larger water or fire loss. The contents can potentially carry the highest dollar value of any loss and these skills can greatly reduce the carrier and homeowner exposure to unnecessary costs in time and money. The skills an adjuster can walk away with will be measurable and hard line; from assessing impact to learning how to determine old from new losses and inventorying, pricing and restoring/repairing all contents not determined to be TL (total loss) items. This course has been designed especially for WIND attendee’s and is the compilation of three individual courses that addresses all contents issues discovered in the field and will give adjusters the real time tools necessary to process the contents portion of residential claims – some components can be carried over into commercial claims as well.
Faculty: Clemens Peschl, International Contents Experts, Inc.; Paul Zuloaga, Zquest & EMS Mitigation; Gilbert Hall, Lesser & Associates, P.A.
CRN: The Three Most Feared Letters in the Insurance Industry
The purpose of this course will be to have an open discussion of the pros and cons of filing Civil Remedy Notices of Insurer Violations (CRNs). In addition, the class will discuss from both the policy holder’s and insurance company’s perspective when, if you are going to file a CRN when is the best time to do so; what are the consequences of filing a CRN; strategies for responding to the CRN; in addition we will discuss recent case law decisions as they pertain to CRNs and property damage litigation and pitfalls that arise in both the filing of CRNs and the responses. Finally, the class will discuss how insurers can properly cure alleged violations in response to a CRN.
Faculty: Michael A. Packer, Esquire, Marshall, Dennehey, Warner, Coleman & Coggin; Vincent P. Beilman III, Esquire, Wood, Smith, Henning & Berman; Michael B. Germain, Esquire, Germain Law Group; Jim Shaw, Esquire, DLD Lawyers
CSI: Hurricane Damage: Using the Forensic Hurricane Model and New Types of Weather Data to Help Professionals Identify, Confirm or Disprove Hurricane Damage
Florida has been in a hurricane drought for many years, but advances in weather data that professional use continues to advance. Using the brand-new forensic hurricane Model that incorporates thousands of types of weather observations, the forensic hurricane model is an analytic tool that helps identify what weather conditions existed at any specific address, hour by hour, floor by floor, throughout the course of a hurricane or tropical storm. During this presentation, attendees will learn how to use this data and other new weather technology and how to apply it to each of their losses. Both an appraiser and a construction expert will identify structural damages that were caused by the storm, some that weren’t, and how the weather data can help bolster their findings. Construction expertise will also be used to determine past, present and future damages that may develop as a result. Examples of the different building codes that were used when components of a structure were built will be examined. During this presentation, attendees that have many different roles will learn how to use this data and other new weather technology and how to apply it to each of their losses. They will learn about the types of damage that can be sustained at different types of structures, building codes, and how to identify it was caused by the hurricane or not. Attendees will learn about identifying hurricane damage versus other types damage. They will also learn how to use the different types of weather data to bolster their findings. An examination of possible past, present and future construction damages and costs and they are from hurricanes will be discussed.
Faculty: Howard Altschule, Forensic Weather Consultants, LLC; Paul Middleton, Insurance Estimations and Appraisal; Edward Ashley, Dash Construction Consultants, Inc.
Data Breaches: Preparing For the Next Storm
As an industry, we prepare for many contingencies required in response to a windstorm. Whether a tornado or hurricane, we have analyzed the risks, have prepared plans to respond quickly, deploy assets, open channels of communication, and resolve claims. As an industry, have we adequately planned for a data breach scenario? This presentation is designed to discuss the potential risks and coverages available, as well as planning for anticipated responses, concluding with a panel discussion of the potential issues in the event of a windstorm event, including risks and strategies for carriers, vendors, attorneys, and individual adjusters.
Faculty: Jose Pagan, Esquire, Kelley Kronenberg; Joel A. Fehrman, Esquire, Beazley, PLC
Defending Storm-Related Claims: Adjuster Preparation, Legal Strategies and Expert
The panel discussion will present three storm-related scenarios of increasing complexity. The intent of each scenario is to discuss how the burden of proof is difficult no matter how complicated the loss and the requirements for the expert are just as stringent. The panel will discuss the need to foresee comprehensive and defensible investigative methods amid the chaos of the moment. The objective is the place the participant in the middle of a storm loss and learns effective strategies to obtain data and prepare a persuasive defense following a contentious claim. Attendees can expect to gain a perspective on claims management and defense strategies months and years after the storm event.
Faculty: Ralph E. Moon, Ph.D., GHD; Lisa Bernardini, Esquire, The Rock Law Group, P.A.; Jeff Greyber, Merlin Law Group, P.A.
Florida Building Code 5th Edition Updates
This course will give a summary of the changes and provisions new to the 5th edition of the Florida Building Code – Building and Existing Building Editions. Attendees will become familiar with the changes and will be able to appreciate the changes in the new code when looking at new construction. This presentation will provide an overview of the building codes currently in effect in Florida, their respective renewal cycles, and there relationship to the International Building Code. It will aslo focus on changes and provisions new to the 5th edition of the Florida Building Code – Building and Existing Building Editions. Discussion will also include anticipated impacts of these changes from an implementation, design, construction and restoration perspective.
Faculty: David L. Compton, PE, Bracken Engineering, Inc.; Clayton L. Prescott, P.E., Biller Reinhart Structural Group, Inc.
Florida Property Law Update 2015-2016
The presentation will provide a review of Florida Federal and State court cases and opinions published in 2015-2016. The presentation will review conflicts between those opinions and provide guidance on jurisdiction of those opinions and addressing those conflicts when handling property claims. Additionally, the presentation will review statutory changes to Florida statutes relating to property claims enacted during the 2015 Florida legislative session and will provide discussion and insight regarding the implementation of those statutory amendments within daily claims handling in 2016 and beyond. Attendees can expect to gain a working knowledge of recent court decisions and statutory changes as well as an understanding of the practical application of those changes to their daily property claims handling.
Faculty: J. Suzanne M. Lehner, Esquire, Hamilton, Miller & Birthisel LLP; Erik C. “Rick” Nutter, Jr., Esquire, Thomas Nutter Thomas
Flying High: Drones and the Claim Investigation Process LIVE DEMONSTRATION
This presentation will explore the practical uses for drones in the adjustment of property claims, including during catastrophic events. It will address the pros and cons of drone use in a live demonstration. The course concludes with an examination of current legal requirements set forth by the FAA for drone use. The live demonstration portion allows attendees to see a live drone, as well as the images generated by the drone in real time. The practical use portion provides tips and applications for drone use, including safety benefits and increased timeliness by adjusters. The brief legal review includes an examination of regulations by the FAA for drone use by businesses, including applications submitted by several insurance carriers.
Faculty: Thomas R. Diana, Esquire, TD Law P.A.; Stephen Backman, CPCU, AIC COO, Strategic CAT Solutions, David Harro, Professional Geologist G3 Group; Brian Whiteside, President of VDos Global, Inc.
Gulf Coast Case Law Update
This course would be an update on case law for AL, MS, LA, TX and some FL (provided there is a separate FL case law update) that would give students an overview of new CAT law in those states. Objectives for this course would be to present the information in an entertaining and interactive way.
Faculty: Christina May Bolin, Esquire, Alford Bolin, LLC; Corey Harris, Esquire, Merlin Law Group
Hail Damage Assessment to Residential and Commercial Roofing
This presentation will provide indsutry professionals with practical information regarding several common residential and commercial roofing systems. Hail inspection techniques will be discussed and include hail characteristics to look for,and adequate documentation of hail caused conditions. Samples of residential and commercial roofing exhibiting common conditions often mistaken for hail damage will be show, as well as products actually damaged by ice-ball impact. The course will include video of actual hail testing and testing equipment will be available at the conference for all participants to observe. Information covered will include both basic and advanced topics intended to be useful for attendees with all experience levels.
Faculty: Ryon Plancer, P.E., Haag Engineering Co.; Alan J. (AJ) Waldauer, Independent Adjuster; Russell Fountain, Belfor
Hijacked Claims or Distorted Interpretations?
The course will discuss real world consequences of recent AOB Appellate Rulings in Fourth and Fifth District Courts of Appeal. The course will review and address the law on insurable interests, and what it really means for insurers, restoration companies, and insureds. This workshop offers participants a breakdown of the Appellate rulings in Florida, including real world consequences of the court holdings. It will review the history of Assignment of Benefits in contract law, how it has been used historically to assign insurance claims and benefits, and court rulings as it relates to requirements of a valid post- loss assignment of benefits. The course will also review how the law on insurable interests ties in with assigning post-loss assignment of benefits. Additionally, the course will discuss trends in legislation as it relates to assignment of benefits in the context of property insurance. The course will review the steps that law firms, insurance companies, and restoration companies need to take in understanding the legal landscape of assignment of benefits, as well as their rights and duties as it relates to property claims.
Faculty: Tanaz Salehi, Esquire, Kelley Kronenberg; Robin Benjamin, Esquire, Morgan Law Group, P.A.; Jason L. Scarberry, Esquire, Law Offices of Jason L. Scarberry
Investigation of Windstorm Claims Using Infrared Technology
The course will provide an overview on how to properly investigate windstorm claims and resultant water damage using infrared technology. Also presented will be case studies depicting examples of proper use, misuse and abuse. The presentation will also discuss how investigations using infrared technology have stood up in the legal arena and will provide valuable insight from a legal perspective. This course is intended to provide attendees with a foundational basis for understanding infrared technology and its application to windstorm and resultant water intrusion damage.
Faculty: Robin J. Davies, Bracken Engineering; Jessica A. Teitebaum, Esquire, The Chartwell Law Offices; John F. McMenamin, Esquire, McMenamin Law Group, P.A.
Lender Placed Insurance: “You Don’t Know What You Don’t Know”
This is an intermediate level course designed to provide a good understanding of lender forced-place insurance policies (“FPI Policies”), their role and importance to lenders, mortgage servicers and borrowers, and helpful tips for adjusting and/or litigating claims under FPI.
Faculty: Glen Garner, Advanced Adjusting; John Siracus, Esquire, JAS Law; David Santiago, Independent Claims Adjusters, Inc.
Mass Disasters, Mass Actions, and the Media: Analyzing Notorious Controversies Following Katrina, Ike, and Sandy
The controversies following Katrina, Ike, and Sandy of altered engineering reports, altered estimates of damages, sales tax, and overhead and profit, led to congressional hearings, sanctions, and possible disbarment for failing to disclose alterations of initial field opinions on damage estimates. They garnered national media attention, including 60 Minutes segments and front-page headlines in The New York Times, and have spawned numerous class and mass action lawsuits. The review and analysis of these controversies will provide lessons from which attorneys, adjusters, and engineers can learn.
Faculty: Matt Litsky, Esquire, Phelps Dunbar; William F. “Chip” Merlin, Esquire, Merlin Law Group; Bill Bracken, Bracken Engineering
NFIP Adjuster Flood Certification
(NOTE: This will be offered on Thursday, February 4, 2016. Please note the class time is 8:30 am – 5 pm. The conference concludes at 12:30pm. Please note that lunch is on your own.
This multi-session program will update the current status of claims handling of the National Flood Insurance Program policies and provide an opportunity for participants to renew or obtain certification for adjustment of flood claims. (NFIP Certification and CE credits will be provided separately by AE21 Incorporated). Must be a fully paid 2016 WIND Conference attendee.
Faculty: David Serfass, NFIP Instructor, Alamo Claim Service
Preexisting Damages v. Damages Caused by a Covered Peril
The panel will discuss claims being submitted for payment as a result of direct physical loss or damage that may have a mixture of damages between those damages that may have pre-existed the date of loss, or may have been increased as a direct (or indirectly increased or ensuing loss) result of the covered peril, as opposed to those caused the claimed covered peril. There will be an interactive discussion as to both the legal and ethical requirements in investigating the damages for both the policyholder and the insurance adjuster. Techniques and methodology shall be discussed to categorize the claimed damages that were preexisting vs. those that were caused by a covered peril.
Faculty: William Lewis, Esquire, Butler Weihmuller Katz Craig LLP; Paul McCollough, SEA Limited; David J. Pettinato, Esquire, Merlin Law Group; George Keys, Keys Claims Consultants, Inc.
Simsol: Claims Software Training Class
This condensed course will be divided into two sessions and covers everything from beginner to advanced features of the Simsol property estimating program, including the enhanced features of version 6.0. Whether you’re a Simsol veteran interested in the latest features or new to Simsol and searching for an easy-to-learn estimating software with proven tools for fast and accurate data entry, this class is for you! Participants are strongly encouraged to bring their own laptop or tablet computer equipped with the latest version of Simsol 6.0. The free download of our software and trial license is available on Simsol’s website at www.simsol.com.
Faculty: Danny Sutliff, Director of Training, Simsol Software
Southeast Property Insurance Fraud Litigation: Wind and Related Cases
This workshop is an opportunity to discuss, analyze, and debate recent developments in fraud litigation. We will look at the most recent case law, statutes, and trends affecting wind and related claims. From this exciting discussion you will be able to predict trends within the law, distinguish the law of different jurisdictions, and keep in touch with developing arguments and issues that affect this field. You will also be equipped to avoid the facilitation and appearance of fraud.
Faculty: Andrew P. Rock, Esquire, The Rock Law Group, P.A., Ty Tyler, Tyler & Hamilton, PA
Storybook 101: Interactions Between Insureds and Insurers
Interactions between the insured(s) and insurer(s) are one of the most important yet most overlooked parts of the claim process and ultimate resolution by agreement or the trier of fact. This workshop will explore the shortcomings and pitfalls of these interactions, how same can benefit your position and how effective written and verbal interactions can be created and serve as a road map to tell a story and guide attorneys, company representatives, adjusters and triers of fact through the claim process. This workshop will address avoidance of mistakes and negative interactions and the practical and legal ramifications of same through examination of examples of claim notices and acknowledgements, document and EUO requests, reservation of rights, claim acceptance or denial and the appropriate responses thereto utilizing the benefit of recommendations from the experience and insights of the presenters and participants. Relevant case law will be introduced as needed for illustrative purposes. The workshop goal is to bridge the significant gap by providing tools to assure that insurers and insureds interact appropriately and present the claim or claim decision in a way that all information is submitted, received and understood to avoid problems and breakdowns as the claim progresses to final resolution.
Faculty: Janice A. Kelly, Esquire, Southeast Law Group, PA.; Theodore A. Corless, Esquire, Corless Barfirld Trial Group LLC; Christopher S. McLeod, Regional Claim Manager, Auto Club Insurance Company of Florida/ Auto Club South Insurance Company; Michael W. Platts, Tutwiler and Associates
Symbility: Claims Software Training Class
Symbility Solutions will provide a comprehensive training session aimed at both beginner and advanced users of Mobile Claims. The first part of the session will focus on some of the more elementary features of Mobile Claims, such as claim set-up, navigation, floor plans, roof plans, and estimating basics. The second half of the class will provide an in-depth overview of coverage settings, claim status vs. assignment status, managing claim ownership, as well as a detailed explanation of the functionalities of floor plans, roof plans, exteriors, and estimate reviews.
Faculty: James Williams, Director of Training, Symbility Solutions
The Anatomy of an Insurance Policy
This course is designed to make sure that participants are given an in-depth look into what comprises residential and commercial insurance policies when you cumulatively study the declarations, definitions, limitations, exclusions, and exceptions and the case law that interprets them. The course will address exclusions, limitations, and exceptions to the exclusions and how to interpret the coverage for the insured and understanding the limitations. It will also break down commercial policies that have provisions for business interruption, contingent business interruption and extra expense coverage. The main objective of this course is for attendees to walk away with an complete understanding of how different provisions of the insurance policy make up the body of the policy and the interplay. The presentation will give the attendee a better understanding of how these sections of the policy work together and how coverage has changed. Attendees will come away from the course with better understanding how interesting endorsements and declaration changes can completely change the coverage of a policy.
Faculty: Nicole Vinson, Esquire, Merlin Law Group, P.A.; David H. Shaw II, Esquire, Southeast Law Group, PA; Kathleen Spinella, Assistant Vice President, AIG Insurance
The Effect of Roof Shapes and Types on Wind Loading and Damage Development
Roof shape has a decisive effect on the loading experienced by the roof and the location and nature of the resulting damage. An analysis of wind loading will be presented that emphasizes the effect the roof’s shape has upon the loading experienced and the expected damage outcomes. Damage patterns will be shown that provide insight into the role that the roof’s shape had upon the resulting effects and patterns. The presentation will provide an understanding of the effect of wind upon specific roof shapes and the way in which the loading interacts with the structure. Attendees will be provided with a greater understanding of the parameters that affect wind loading on a structure. Faculty: Brandon L. Mintz, Twenty First Century Engineering; Art Newman, Belfor Property Restoration; Michael H. Biller, P.E., Biller Reinhart Engineering Group, Inc.
The Truth About Bad Faith and Extra-Contractual Litigation
This will be a multi-discipline, 360 degree perspective of bad faith litigation. Even among practitioners, there is significant conflict on what bad faith is and what benefits or detriments it may bring to first party claims and litigation. The objective of the program is to survey how different states address extra-contractual liability, its derivation in contract, the institutional components of bad faith, and how it affects the contractual claim. Examples will be presented and discussed by experienced practitioners, who will encourage audience participation and interaction. The objective of the program is to educate the attendees on what bad faith litigation is and what benefits and detriments it may bring to first party claims and litigation. This program is designed to provide the attendees with the bad faith knowledge necessary to effectively represent their clients. Attendees will leave the program with a better understanding of how bad faith affects the claims they are handling for their clients, which will lead to better results and greater success. The program will be open and interactive and the course will encourage a constructive dialogue on a divisive issue.
Faculty: Donna DeVaney Stockham, Esquire, Stockham Law Group, P.A.; Gerald Albrecht, Esquire, Butler Weihmuller Katz Craig, Kimberly Sands, Esquire, Mediator/Arbitrator/Professional Neutral Upchurch, Watson, White & Max; Finley T. Harckham, Esquire, Anderson Kill
Through the Crystal Ball: How Your Pre-Suit Actions Affect Claim Litigation
This balanced panel presentation will address the issues that arise before, during and after a loss with a focus on the actions by all parties during the pre-suit claims process. By assessing the pre-suit actions of the parties the panel will analyze how those actions will ultimately effect the litigation of a claim. The presentation will include an overview of the issues that arise during the investigation of a claim, and provide a practical approach to protecting the parties’ interests – both the insurer and its insureds. The presentation will also focus on the policy’s post loss obligations, and how insureds and their representatives can ensure compliance with the policy’s obligations to avoid any negative consequences in litigation. Additionally, this presentation will review Florida case law regarding the effect of pre-suit adjustment decisions after litigation ensues.
Faculty: Moderator, Gina Clausen Lozier, Esquire, Berger Singerman LLP; Robert B. Dehne, Esquire, Groelle & Salmon, P.A.; Valorie S. Chavin, Esquire, Shmuely & Willis, P.A; Daniel B. Odess, GlobalPro Recovery, Inc.; Jaime Gold, P.E., Donan; Paul Middleton, Insurance Estimations and Appraisal
Wind vs. Wave Action Damage to Structures
This highly interactive presentation will provide professionals of our industry with practical information to help separate damage to structures due to storm wind from damage caused by storm surge. This presentation begins with education regarding wind loads and how buildings
respond to wind force. Next, it will discuss storm surge and how structures respond to rising water and wave action. The class will present knowledge with a realistic hypothetical scenario regarding a structure damaged by both wind and storm surge, and discussion will include the application of concurrent cause language. Information covered will include both basic and advanced topics intended to be useful for attendees with all experience levels.
Faculty: Ken Gilvary, M.S., P.E., Haag Engineering Co.; Randall Horden, National Catastrophe Director, Mid-America Adjusting Services; Rick Tutwiler, Tutwiler & Associates
Xactimate: Claims Software Training Class
Line Items. What belongs? What doesn’t? Lots of debate exists about perceived overlap in the estimates we see on a daily basis. Open discussion on line items. This doesn’t need to be a mystery. Make sure your estimate reflects the scope.
Faculty: Chris Hatcher, Top Adjuster Training
WIND Certified Appraiser Certification®
(Note: This is a double-session workshop)
The goal of this workshop is to prepare a professional to act as an appraiser in the appraisal process. The first part of the session will deal with ethics. The mechanics of the appraisal process will then be discussed at length. This will include everything from choosing an umpire to how to bring the appraisal to a successful conclusion by either agreeing with the other appraiser or presenting your position at the umpire meeting. The final segment will deal with the ramifications of the statutes and case law in the various states and how it impacts the appraisal process. After successful completion of this double-session workshop, the names of attendees will be listed on the WIND website for three years to confirm that they are a WIND Certified Appraiser®.
REQUIREMENTS: Space is limited per session and advanced registration is mandatory for admission. Upon check-in at the conference, attendees will be provided with a certificate in the conference materials that must be presented for entrance to the workshop.
NOTE: A WIND Certified Appraiser® is one who has successfully completed the class offered by WIND, agrees to abide by the WIND Appraiser Code of Ethics, and maintains his membership with WIND. Persons desiring to be listed on the WIND website as a WIND Certified Appraiser® must submit a signed application that they have attended the class and that they will abide by the WIND Appraiser Code of Ethics. A WIND Certified Appraiser’s name will remain on the website for three years after his/her application is received. WIND membership is a requirement to be listed on the website. An application will be distributed at the conclusion of this class for all attendees, as well as sent to all attendees at the successful conclusion of this certification
Faculty: John Voelpel, III, Voelpel Claim Service; Jon Doan, Claims Consultants Group; Peter Kapas, Onsite Claims Services, Inc.; Javier Delgado, Esquire, Merlin Law Group
WIND Certified Appraiser Recertification®
NOTE: This is a double-session workshop that is for Appraisers who have already taken the Appraiser class. Appraiser recertification needs to be taken every 3 years.)
This workshop is designed to provide an interactive learning experience. Real-life scenarios will be utilized to promote discussion of the duties and responsibilities of the appraiser. Common issues and problems that often arise during an appraisal will be addressed, as well as effective methods and techniques to facilitate an appraisal from beginning to conclusion. The workshop will also include a discussion of ethical considerations and changes in case law impacting the appraisal process.
Faculty: John Voelpel, III, Voelpel Claim Service; Dan Luby, Precision Advisors, LLC; Javier Delgado, Esquire, Merlin Law Group; Keith Womack, Restoration Specialist of Florida; Rami Boaziz, Stellar Public Adjusting
WIND Certified Umpire Certification®
(Note: This is a double- workshop session)
The purpose of this workshop is to prepare the professional to act as an umpire when appointed by the appraisers in the appraisal process. The panel will discuss all aspects of being an umpire from the time of the interview by the appraisers through signing an award. There will be special emphasis on how to conduct an appraisal focusing on ethics, procedural and legal issues
NOTE: To be included in the WIND Certified Umpire Directory a separate application process and fee is required. Applications and information will be discussed in the class.
REQUIREMENTS: Space is limited and advanced registration is mandatory for admission. Upon check-in at the conference, attendees will be provided with a certificate in the conference materials that must be presented for entrance to the workshop.
Faculty: Janet Brown, Esq., Boehm, Brown & Harwood, P.A.; Wayne Taylor, Esq., Mozley, Finlayson & Loggins, LLP; John A. Voelpel, III, Voelpel Claim Service, Inc.; Jon Doan, Claims Consultants Group
WIND Certified Umpire Recertification®
NOTE: This is a double-session workshop that is for Umpires who have already taken the (Umpire class. Umpire recertification needs to be taken every 3 years.)
This workshop is designed to provide an interactive learning experience. Real-life scenarios will be utilized to promote discussion of the duties and responsibilities of the umpire. Common issues and problems that often arise during an appraisal will be addressed, as well as effective methods and techniques to facilitate an appraisal from beginning to conclusion. The workshop will also include a discussion of ethical considerations and changes in case law impacting the appraisal process.
REQUIREMENTS: Space is limited to 75 registrants per session and advanced registration is mandatory for admission. Upon check-in at the conference, attendees will be provided with a certificate in the conference materials, which must be presented for entrance to the workshop
Faculty: Janet Brown, Esq., Boehm, Brown & Harwood, P.A.; Wayne Taylor, Esq., Mozley, Finlayson & Loggins, LLP; Dick Tutwiler, Tutwiler & Associates, Inc.; Art Newman, Belfor USA
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The tournament is back! February 1, 2016 at the beautiful Waldorf Astoria Golf Course.
Be prepared to laugh out loud with Humorist Sean Carter.
Four conference evening receptions offer prime networking opportunities to meet and greet old and new acquaintances and colleagues.
Important updates for our 2016 workshop faculty presenters.
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