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Educational Agenda

Wednesday, May 15th 

9:00 AM- 9:15 AM - Opening Remarks: Jessica Hamilton, 2023 PCEA Past President 

Anti-Trust Statement Reading: Steven G. Bobus, Esq.,  D’ANDRE LAW LLP


9:15 AM- 10:00 AM - Keynote Presentation PCEA 

10:00 AM - 10:45 AM - Weather Trends and Actions- Providing Alternatives 

​Speaker: James Waller, Research Meteorologist | Guy Carpenter 

11:00 AM - 12:00 PM - Bridging the Talent Gap in the Insurance Industry

Speaker: Awais Farooq, CPCU, M.S | SVP, Strategy & Transformation | Crawford & Company


Description: In the fast-paced world of the insurance industry, where technological advancements are transforming traditional practices, a critical challenge has emerged: the talent gap. This presentation, "Bridging the Talent Gap in the Insurance Industry," uncovers effective strategies for attracting, training, and retaining skilled professionals. This presentation will explore innovative approaches to recruitment, the importance of fostering a culture of continuous learning to keep pace with technological change, and how to implement retention strategies that encourage growth and engagement. Join us as we navigate through these challenges and opportunities, aiming to equip your organization with the knowledge and tools needed to thrive in this rapidly evolving landscape.


12:00 PM - 1:15 PM - Lunch Break​


1:30 PM – 2:30 PM - "Leading Across Distances: Strategies for Remote and Distributed Team Success"​​

ModeratorZack Gordon, VP of Claims CSAA

Panelist: Shannon Blomquist, Claims Manager, Bamboo Insurance

Panelist: Kevin Steffy, Director of Vendor Management, Openly Insurance

Panelist: John Campbell, VP of Claims, Swiss RE

Description: "Explore the virtual landscape of effective leadership with our panel discussion: 'Leading Across Distances: Strategies for Remote and Distributed Team Success.' Dive into insightful conversations on navigating the challenges and leveraging the opportunities of remote work environments. Our expert panelists will share proven strategies, innovative approaches, and practical tips for fostering collaboration, maintaining productivity, and cultivating a strong team culture across distances. Whether you're a seasoned leader or just stepping into the world of remote management, join us to gain invaluable insights into leading with confidence and success in today's dynamic work landscape."

2:45 PM - 3:00 PM - PM Break sponsored by (Peter)


3:00 PM - 3:45 PM - Marketing, Social Media and AI Plaintiff's Tools of the Trade

Speaker: Pat Gibbs -- Ford, Walker, Haggerty, Behar 

Speaker: Tom Mortland, VP Claims at Berkshire Hathaway Homestate Companies

Speaker: Kenneth Wilson, Oregon Mutual, Sr. Claims Manager


Description: We are currently faced with a claims environment that is more challenging than ever before. You will hear in this discussion about plaintiff’s tools of the trade including AI generated demands, broad networks, marketing and social media. These tools are resulting in earlier attorney involvement, increased specials, and difficulty settling cases. Marketing employed by plaintiff firms is designed to not only search for clients, but they have an intent to condition future jury pools.   Join us as we offer strategies on navigating through this challenging time in our industry.

4:00 PM - 5:00 PM - AI in Claims and the Regulatory Landscape

Speaker: Sri Ramaswamy, Founder & Patent holder - NLP/AI, Claims LLM |


Description:  An overview of how and what AI can do in Claims; what the leaders need to do to get ready; and how to be successful with it

THURSDAY, May 16th 

9:00 AM - 10:00 AM - “Social Inflation and You”

Speaker: Claudia Rodriguez, Retired Vice President of Insurance Claims at Auto Club Enterprises


Description: ​In the post COVID environment, auto physical damage challenges such as supply chain, labor costs, and catalytic converters have captured most of the headlines. Given their impact on loss costs and the immediate influence felt by the claims' customer, it comes as no surprise that those topics would grab everyone’s attention. If there is anything “good” about auto physical damage trends, it is that they are more easily measured and understood because they are tied to economic inflation. The opposite is true about the arguably more complicated casualty/liability universe. To begin to solve any problem, we must first understand it. Social inflation in insurance is not new, but the components of the issue have evolved over time, they are more complicated, and they are having an increasingly adverse impact on liability loss ratios. The challenge for the industry is that social inflation is difficult to measure, yet it is critical to understand. During this session, Claudia Rodriguez will educate us on the components of social inflation along with outlining the steps that both carriers and the industry can take to try to combat these issues and mitigate its influence on our results.

10:10 AM - 11:10 PM - The Wild West of Property Appraisals

Speaker: Michelle Burton, Esq.


Description: This presentation focuses on the application and process of the Appraisal process pursuant to the Appraisal provision found in standard homeowners’ policies in the state of California. The presentation will cover the legal basis for the appraisal process, preparation for the informal appraisal process and challenges insurers face in the appraisal process.  The presenters will cover the duties and obligations of each of the panel members as well as the rights of both the insured and insurer when participating in the process. The presenters will provide recommendations on how to navigate the appraisal process, mitigate run away awards, making post-appraisal award adjustments and challenges to the award, appraiser or umpire.


11:30 AM - 12:30 PM   Panel Discussion with Past Presidents of the Pacific Claims Executives Association

Moderator: Jessica Hamilton, SVP Eberl Claim Services, 2023 Past President 

Panelist: Claudia Rodriguez, Retired VP of Claims Auto Club of Southern California, 

Panelist: Tom Mortland, VP Claims-Berkshire Hathaway Homestate Companies, 

Panelist: Scott Marshall, Chief Claims Officer-K2 Claims Services, 

Description: Embark on a Journey Through Time: A Panel Discussion with Past Presidents of the Pacific Claims Executives Association

Join us for a captivating and insightful panel discussion that will bring together esteemed past presidents of the Pacific Claims Executives Association (PCEA).    This distinguished gathering will offer a unique opportunity to reflect on the prevailing challenges, triumphs, and pivotal moments during their respective tenures as presidents. More importantly, we will bridge the gap between the past and present, delving into what was prevalent during their leadership and exploring the contemporary landscape of the insurance industry.

12:30 PM - 1:00 PM  

Closing Remarks: Donna Romero, 2024 PCEA Treasurer 

Fall Joint Claims Meeting 2024 Updates

Spring Meeting Updates 2025

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