Topics Shaping the Conversation
Keeping "Civil" in Civil Litigation
Speakers: Jon Colman, Colman Perkins Law Group
Litigation Management and High Exposures
Speakers: Tom Mortland and Ken Wilson
Cyber Insurance and How it Affects Liability
Speakers: Paul Reyes and Dan Lipsky
How AI is Shaping Homeowners and Casualty Claims
Without Sacrificing Fairness or compliance
Speakers: Zack Gordon and Ken Wilson
Public Adjuster | Attorney & Contractor Challenges
Speakers: K2 Director, Bill Randall and Frost Brown Todd Attorney | Partner, Michele Levinson
Roofer Fraud
Speaker: Matthew Monson
SIU
Speakers: Jon Colman
Schedule of Events & Educational Agenda
Tuesday, 5/12
4:00 PM - 12:00 AM | Location: Grand Bay Suite / PCEA’s Hospitality Suite - Register, pick up your meeting packet, and enjoy a cocktail and refreshments before dinner. The Hospitality Suite will also be open after dinner until midnight for those who wish to continue the conversation.
Wednesday, 5/13
7:00 AM - 9:00 AM - Breakfast Monterey Bay
8:30 AM - 5:00 PM - Meeting Point Lobos Classroom
8:30 AM - Opening Remarks and introductions What keeps you up at night?
Speaker: Donna Romero, Casualty Operations Group Manager, Auto Club Enterprises
9:30 AM - Anti-Trust Statement and Keynote Address: “Civility in Civil Litigation: How Professional Practice Has Evolved Over the Last 40 Years”
Speaker: Jon Colman, Colman Perkins Law Group
10:30 AM - 10:45 AM - Morning Break Point Lobos
10:45 AM - 11:30 AM - Litigation Management and High Exposure Cases
Speakers: Tom Mortland, Vice President of Claims, Berkshire Hathaway Homestate Companies
Ken Wilson, Head of Claims, MGT Insurance
11:30 - 12:30 - SIU trends with CA Wildfires
Speakers: Dawnde Pence, Unit Manager AAA, Attorney Jon Colman of Colman Perkins
12:30 PM - 1:30 PM - Lunch North Plaza
1:30 PM - 2:00 PM - Cyber Insurance
Speaker: Paul Reyes, Vice President of Global Business Management, Swiss Re
2:00 PM - 2:45 PM - Leadership, Executive Coaching
Speaker: Awais Farooq, Chief Claims Officer, Venbrook Group, LLC
2:45 PM - 3:00 PM - Afternoon Break Point Lobos
3:00 PM - 4:00 PM - AI and Casualty
Speakers: Mubbin Rabbani, Chief Product Officer, CLARA Analytics
4:00 PM - 5:00 PM - Public Adjuster/Attorney and Contractor Games
Speakers: Bill Randall, Director, K2 Michele Levinson, Partner | Attorney, Frost Brown
6:00 PM - 7:00 PM - Cocktail Reception South Plaza
7:00 PM - 10:00 PM - Dinner Monterey Bay
Thursday, 5/14
8:30 AM - 1:00 PM - Meeting Point Lobos
7:00 AM - 8:30 AM - Breakfast & Board Meeting John Steinbeck Boardroom
7:00 AM - 9:00 AM - Breakfast Monterey Bay
9:00 AM - 10:00 AM - Weather Patterns
Speaker: James Waller, Research Meteorologist, Guy Carpenter
10:00 AM - 11:00 AM - Roofer Fraud
Speaker: Matthew Monson, Attorney, The Monson Law Firm
Break: 11:00 AM - 11:15 AM
11:15 AM - 12:00 PM - Training & Development of New Claim Handlers and Leaders: What is the New Claims Professional Going to Look Like the Impact on Leadership
Speakers: Shannon Blomquist, Director of Claims, Bamboo Insurance, John Campbell, Vice President of Claims, Swiss Re, Kim Moody, Vice President of Claims, Golden Bear, Ryan Stokes, Senior Vice President, Strala AI
12:00 - 12:45 PM - How AI is Re-shaping Homeowners and Casualty Claims-Without Sacrificing Fairness or compliance
Speakers: Zack Gordon, National Homeowner Claims Executive at CSAA, Ken Wilson, Head of Claims, MGT Insurance
12:45 PM - 1:00 PM - Wrap-up from board