CONFERENCE PROGRAM CCC Program.pdfServiceMaster - AAA, Absolute, Bakersfield, Complete Restoration...

CONFERENCE PROGRAMSchedule of Events & Class Descriptions

3Combined Claims ConferenCe - march 4-5, 2014 | Hyatt regency orange County

WELCOME FROM CARYN SIEBERT, CHAIRPERSON

The year was 1988. The average claims adjuster was making $24,450. A gallon of gas was 91 cents. Popular movies included Die Hard (the original one not number five!) and Twins (Arnold hadn’t thought about being the Gubernator back then). I was still living in my parents’ house in Brooklyn, while here in California several people got together and created the Combined Claims Conference for claims professionals in the insurance industry to get together and share ideas.

Fast forward to 2013. We are now 800 attendees strong and teams at over 100 exhibit booths will await your presence in the hall. You will be able to attend classes in any of 4 educational tracks taught by fabulous professionals. Special conference features will include an action packed Casino Night, a keynote address from the Risk Manager of the Anaheim Ducks, local comics as you dine on “foods from around the world” and of course our infamous Wm. H. King, Sr. Memorial Golf Tournament. We welcome all of you – many of whom likely weren’t even born in 1988; others who probably don’t even remember when the CCC was less than 50 exhibitors and only 200 attendees; and still others who may remember meeting Mr. King before his passing.

So with that I say “CONGRATULATIONS” to the Combined Claims Conference on your 25th Anniversary! Budget Cuts. Lay-Offs. Trimming of Staff. A Recession (or two). None of these things stopped people from their quest for quality education and attendance at this terrific forum. And thus CONGRATULATIONS to YOU – yes YOU reading this in your critical role as one or more of the following: a claims adjuster, an exhibitor, a speaker, an attorney, a golfer, a committee member and/or a scholarship winner.

While many conferences have experienced decreased attendance and a drop in exhibitors, this year’s conference is the largest we’ve ever had! And next year we are off to the Hyatt in the Anaheim area of Orange County. We have signed a multi-year contract there so pre-reserving your booth for 2014 may help you for several years to come. For those of you who attend the educational tracks, the success of our golf tournament and this multi-year deal should allow us to keep attendance fees the same as this year.

With that I say PLEASE……PLEASE thank our sponsors and exhibitors for making so much of this possible. PLEASE meet and network with the bright people in the industry who are here. PLEASE interact with experienced speakers and colleagues so you win all the way around and your investment of time and money will pay dividends. And last but not least, PLEASE consider volunteering to be a speaker next year or submitting your name for the planning committee.

We hope you’ll plan in advance and clear the calendar to invest in your future and gain a competitive advantage over others when we gather at the spectacular Hyatt from March 4-5 in 2014 as our careers Lift Off!

Caryn Siebert, J.D,. is President and CEO of Carl Warren & Company, an award winning employee-owned third party claims administrator providing “gold level” claim service nationwide to hundreds of public entities, Fortune 500 companies, various businesses and insurance companies since 1944. Caryn, honored by Business Insurance in 2010 on their Top 25 Women to Watch List, practiced law at LeBoeuf, Lamb in New York and has been an insurance executive for over 20 years. She is Chair of the Combined Claims Conference and has presented at several conferences including DRI, PRIMA, PARMA, NRRDA and NASP. She was recognized by the ESOP Association as Board of Governors Outstanding Contributor and Carl Warren & Company was named one of the “Best Companies to Work For” by Business Insurance in October 2010 and Orange County Metro Magazine and the Orange County Register in July 2009 and 2010. Carl Warren & Company was named 2012-13 California / Western States Company of the Year.

2013 Combined Claims Conference CommitteeCaryn Siebert , J.D., Committee ChairPresident & CEOCarl Warren & Company

Don Banister Director of Restorationthe Garment Restoration Company22500 Muirlands, Suite ALake Forest, CA 92618Phone: 949-278-8766Email: [email protected]

Linda Doi-Scheid Corporate Business DevelopmentAmerican technologies, inc.210 W. Baywood Ave.Orange, CA 92865Phone: 800-400-9353Email: [email protected]

Gary George, CPCU, RPA Service and Retention LeaderCarl Warren & Company500 N. Central Ave., Suite 400Glendale CA 91203Phone: 818-956-6130Email: [email protected]

Mark McClain, CPI Vice PresidentKrout & Schneider investigators2250 Lindsay WayGlendora, CA 91740Phone: 909-599-9500, ext. 3007Email: [email protected]

Carol McDonald, CPCUBusiness Developmentfire Cause Analysis2060 D Avenida De Los ArbolesPMB #146Thousand Oaks, CA 91362-1361Phone: 800-726-5939Email: [email protected]

Samantha Morgan Claims Specialist Representative Liabilityfarmers insurance3450 Centre Lake DriveOntario, CA 91761Phone: 909-472-0517 –directEmail: [email protected]

Brian T. Moss, Esq. PartnerManning & Kass, Ellrod, Ramirez, trester LLP19800 MacArthur Blvd., Suite 900Irvine, CA 92612Phone: 949-440-6690Email: [email protected]

Dawnde Pence, CPCU, SCIA, CIFIAutomobile Club of Southern CaliforniaPhone: 714-287-5925Email: [email protected]

Diana RichClaims Education PanelP.O. Box 90152San Bernardino, CA 92427Phone: 909-882-5559Email: [email protected]

Diana RichPhone: 714-321-1234Email: [email protected]

John RuizPresidentClaims Education PanelP.O. Box 90152San Bernardino, CA 92427Phone: 909-882-5559Email: [email protected]

Jenifer McDonald (Meeting Planner)Combined Claims ConferenceP.O. Box 255431Sacramento, CA 95865-5431Phone: 714-321-3847Email: [email protected]

lift off!ALL SYSTEMS ARE GO, YOUR EDUCATION IS ROCKETING

4 52014 Combined Claims ConferenCe - save The daTe Combined Claims ConferenCe - march 4-5, 2014 | hyatt regency orange County

[email protected]

�Comprehensive, Easy-to-understand Reporting�Structure, Vehicle, Vessel and Wildland O & C�Certified Investigators - Serving Southern California�General Building Contractor -Lic#: 546202�In-house Evidence Storage & Preservation�Forensic Engineering�Litigation Support & Consulting�Licensed, Bonded & Fully Insured -P.I. Lic#: 17922 �Training for the Insurance Industry �Mold Testing & Remediation�K-9 Accelerant Detection�Thermal Imaging Technology

Advanced Analysis is a unique firm providing property loss investi-gations including detailed expert analysis and documentation of fires, floods, water intrusion, mold & construction defects.

Our certified investigators are experts in their fields and all investi-gations are conducted utilizing scientific principles and methods.

Fast, Reliable, Accurate... Always!

FIRE / WATER LOSS INVESTIGATION AND CONSULTING

Corporate Headquarters

• 24/7 EMERGENCY RESPONSE• COMPLETE RESTORATION SERVICES

• Guaranteed 30 Minute Contact• National Claims Assignment Call Center

• Certified Professionals• Single Point of Contact for All Losses

• Recommended by Leading Insurance Companies

(888) 4-PDR-NOW(888) 473-7669

PDRestoration.com

Serving All of Southern California

WATER FIRE MOLD

Property Damage Services

MOThERLODE SPONSORS: Thank You!Thank You! SPONSORS: Thank You!Thank You!CASINO NIGhT SPONSORS

McDowell Shaw Colman & Garcia – Title SponsorAll Systems LabBartwood ConstructionContinental interpreting ServicesCrawford & CompanyDynamic Environmentalfire Cause Analysisforensic AnalyticalfRSteam West Covina & VenturaHome Design Content RestorationiMS Bill Reviewinsurance Recruiting SpecialistsLaw Office of Robert A von Esch IVLaw Offices of Stacey L. TokunagaLWG ConsultingMDL Universal Contracting, LLCNelson Architectural Engineers, incParker StrausQualified Restoration SpecialistRGL forensicsServiceMaster by EddieSuperior Abatement Servicestaylor Morsethe Garment Restoration Company

Our Sponsors allow us to continue to provide scholarships to the conference.Thank you!

SILvER NUGGET SPONSORS:3i

All County Environmental & Restoration

Bartwood Construction, inc.

Exam Works

Manning & Kass, Ellrod, Ramirez & trester, LLP

Master Plumbing and Leak Detection

UltraCare Restoration

GOLF SPONSORS Padgett’s Cleaning & Restoration, inc. – Title SponsorAccurate Leak LocatorsAir-tech Environmental, inc.All County Environmental & RestorationAllied Restoration Services, inc.American Geotechnical, inc.American technologies, inc.Bartwood Construction, inc.BELfOR Property RestorationBluSKY Restoration ContractorsDefiniti Healthcare ManagementEnvirocheck, Inc.fRSteamGarland Restoration, inc.Greer & Kirby CompanyLey Drew, inc.LWG ConsultingMadsen, Kneppers & Associates, inc.Manning & Kass, Ellrod, Ramirez, trester LLPP.W. Stephens Environmental, inc.Parker Straus, LLPPatriot Environmental Laboratory Services, inc.Phoenix textile RestorationQualified Restoration Specialists, Inc.QwikResponse ConstructionRGL forensicsServiceMaster - AAA, Absolute, Bakersfield, Complete RestorationServiceMaster Emergency Responset.O.S.C.O.the Garment Restoration CompanyVeteran ED’sWard-Tek Construction, Inc.

STERLING SILvER SPONSORSAll Systems Lab

fire Cause Analysis

frontier Adjusters

fRSteam West Covina & Ventura

Home Design Content Restoration

LWG Consulting

ServiceMaster by Eddie

the Garment Restoration Company

GOLD MINER SPONSORS:Mark McClain, Krout & Schneider investigations

Southern California Gas Company


PROGRAM AT A GLANCE

Tuesday, March 12 7:30 a.m. - 9:00 a.m. Registration and Breakfast in the Exhibit Hall Grand Ballroom, 2nd Floor 7:30 a.m. - 4:30 p.m. Exhibit Hall Open Grand Ballroom, 2nd Floor 9:00 a.m. - 10:15 a.m. General Session Bringing out the insatiable Curiosity in your Claims Organization Promenade 104 10:15 a.m. - 11:00 a.m. Networking and Refreshments in the Exhibit Hall Grand Ballroom, 2nd Floor 11:00 a.m. - Noon Breakout Sessions Liability Promenade 201 trip, fall and Catch the Wave Property Promenade 202 fact finding and Evidence Considerations for the Adjuster and Remediation Contractor SiU Promenade 203 from Everest to Arsonist Workers’ Comp Promenade 204 Global Settlements Noon - 1:00 p.m. Buffet Luncheon and Keynote Speakers Promenade 104

1:00 p.m. - 1:30 p.m. Networking and Dessert in the Exhibit Hall Grand Ballroom, 2nd Floor 1:30 p.m. - 2:30 p.m. Breakout Sessions Liability Promenade 201 Low Speed Collisions and injury Analysis Property Promenade 202 Mock Examination Under Oath SiU Promenade 203 Best in Class AOE/COE investigations/Surveillance Management Workers’ Comp Promenade 204 there are Reserves, Reserves and Reserves 2:30 p.m. - 3:15 p.m. Networking and Refreshments in the Exhibit Hall Grand Ballroom, 2nd Floor 3:15 p.m. - 4:15 p.m. Breakout Sessions Liability Promenade 201 Resolving Auto Claims in the Non-Standard World Property Promenade 202 Ethics for the insurance Professional (Ethics credits available) SiU Promenade 203 Chiropractic Medical-Legal fraud Awareness Workers’ Comp Promenade 204 Medicare Set-Asides are Here to Stay 4:15 p.m. CCC Prize Drawing in the Exhibit Hall Grand Ballroom, 2nd Floor 4:30 p.m. - 7:30 p.m. CASINO NIGhT (at the Hyatt Regency – adjacent to the Convention Center) Hyatt Long Beach

PROGRAM AT A GLANCE

Wednesday, March 13 7:30 a.m. - 9:00 a.m. Continental Breakfast in the Exhibit Hall Grand Ballroom, 2nd Floor

7:30 a.m. - 2:00 p.m. Exhibit Hall Open Grand Ballroom, 2nd Floor 9:00 a.m. - 10:00 a.m. Breakout Sessions Liability Promenade 201 Conducting a Prompt and Reasonable investigation for Coverage, Negligence and Damages Property Promenade 202 How Insurance Companies and Restoration Firms Can Work Together More Effectively SiU Promenade 203 Ethics for the SiU insurance Professional (Ethics credits available) Workers’ Comp Promenade 204 the ins and Outs of Medical treatment 10:00 a.m. - 10:45 a.m. Network and Refreshments in the Exhibit Hall Grand Ballroom, 2nd Floor 10:45 a.m. - 11:45 a.m. Breakout Sessions Liability Promenade 201 Coping with the Unexpected During Mediation: How to Avoid the Catastrophic Jury Verdict Property Promenade 202 Good faith Claims Handling SiU Promenade 203 Advanced Healthcare fraud investigations Workers’ Comp Promenade 204 Medical Cost Containment 11:45 a.m. - 1:00 p.m. Buffet Lunch Designee Awards Luncheon and Combined Claims Comedy Club Promenade 104 1:00 p.m. - 1:30 p.m. Networking and Dessert in the Exhibit Hall Grand Ballroom, 2nd Floor 1:30 p.m. - 2:30 p.m. Breakout Sessions Liability Promenade 201 When to Utilize Structured Settlements Property Promenade 202 Eliminating Accidental fire Causes SiU Promenade 203 Cell Phone technology and forensic Data Recovery Workers’ Comp Promenade 204 Tips and Tricks to Manage Workers’ Compensation 2:30 p.m. - 2:45 p.m. Break Promenade Foyer 2:45 p.m. - 3:45 p.m. Closing General Session Mock Deposition Promenade 201

3:45 p.m. CCC Prize Drawing following Closing Session Promenade 201 Must be present to win!

4:00 p.m. Conference Concludes


CONFERENCE SPEAkERSvictor Anderson, IIICrandall, Wade & Lowe7700 Irvine Center Dr., Suite 700Irvine, CA 92618 Phone: 949-753-1000Email: [email protected]

Steven BellinoTraffic Accident ReconstructionistCalifornia Traffic SpecialistsPhone: 949-722-0522Email: [email protected]

Glenn BettsDirector Workers’ CompensationCarl Warren & Company770 S. Placentia Ave.Placentia, CA 92870 Phone: 800-572-6900Email: [email protected]

Chip BifanoManaging DirectorCrawford Contractor Connection2165 Gold Poppy CourtBrentwood, CA 94513 Phone: 904-394-6275Email: [email protected]

Jay BoomerEmercon Construction2906 East Coronado St.Anaheim, CA 92806Phone: 714-630-9615Email: [email protected]

Frank BradyPrincipalEmercon Construction2906 E. Coronado St.Anaheim, CA 92806 Phone: 714-630-9615Email: [email protected]

James BradyDirector of ClaimsSentry insurance16815 Von Karman Ave.Irvine, CA 92606-2404 Phone: 949-930-5354Email: [email protected]

Steven BrowerLitigation ShareholderBuchalter Nemer LLPEmail: [email protected]

Ulises CastellonDirector of Operationsfire Cause Analysis (fCA)935 Pardee St.Berkeley, CA 94710 Phone: 800-726-5939Email: [email protected]

Winston CheshireProCare Work Injury Center17232 Red Hill Ave.Irvine, CA 92614 Phone: 949-752-1111Email: [email protected]

Jonathan ColmanPartnerMcDowell Shaw Colman & Garcia500 North Brand Blvd., Suite 1660Glendale, CA 91203 Phone: 818-546-8686, ext. 321Email: [email protected]

Paul CullySIU Investigatorfarm Bureau financial ServicesEmail: [email protected]

James CurryPresidentJames Curry Mediation22736 Ventura Blvd., Suite 200Woodland Hills, CA 91364 Phone: 818-275-2242Email: [email protected]

helene DalCinOwner Manager & AdjusterDalCin Claims Consulting533 East Fairmount RoadBurbank, CA 91501 Phone: 818-726-7252Email: [email protected]

Mujtaba DatooActuarial Practice LeaderARM Tech/Aon Global Risk Services23701 Birtcher Dr.Lake Forest, CA 92630 Phone: 949-470-4342Email: [email protected]

Robert DonohueArtiano & Associates3828 Carson St., Suite 102Torrance, CA 90503 Phone: 310-543-1240Email: [email protected]

Sharon DouglasChief Executive OfficerRehab WestPhone: 760-759-7500Email: [email protected]

Myra ElizarrarasCalifornia Department of insuranceEmail: [email protected]

David EnsleyField Investigations Supervisor, SIUMercury insurance Services LLCPhone: 909-919-7050, ext 26212

Lisa FoleyProperty BrokerYates & AssociatesPhone: 714-550-5050, ext. 257Email: [email protected]

howard Franco, Jr.PartnerCollins, Collins, Muir & Stewart LLP750 The City Drive, Suite 400Orange, CA 92868 Phone: 714-823-4100Email: [email protected]

Estelle FreemanCarl Warren & Company17862 East 17th StreetTustin, CA 92780 Phone: 800-572-6900Email: [email protected]

Phaidra GarciaAttorneyMcDowell Shaw Colman & Garcia1655 North Main St, Suite 370Walnut Creek, CA 94596 Phone: 925-210-1300Email: [email protected]

Jody GrayYork Insurance Services GroupPhone: 909-608-7171Email: [email protected]

Jon GunterExecutive VP, West CoastMEDVAL23332 Mill Creek Drive, Suite 250Laguna Hills, CA 92653 Phone: 888-738-2743, ext. 486Email: [email protected]

Richard harerVice President of InvestigationsSpecialized investigations9255 Corbin Ave., Suite 200Northridge, CA 91324 Phone: 818-909-9607Email: [email protected]

Patricia harmanDirector of Standards & CommunicationsRestoration industry Association12339 Carroll AvenueRockville, MD 20852 Phone: 301-231-6505Email: [email protected]

Sylvia hernandezSupervisorCarl Warren & Company500 North Central Ave., 4th FloorGlendale, CA 91203 Email: [email protected]

vincent hudsonRisk Management ConsultantPhone: 949-795-7995Email: [email protected]

Ed kentKent & Senen27240 Turnberry LaneValencia, CA 91355 Phone: 661-362-0800Email: [email protected]

Bill LovelandXactware Solutions, inc.One Xactware PlazaOgden, UT 84097 Phone: 800-577-9228Email: [email protected]

Dave LoweSenior InvestigatorUnified Investigations and Sciences, Inc.4135 Northgate Blvd., Suite 9Sacramento, CA 95834 Phone: 916-922-0240Email: [email protected]

Michael MalloianSenior SIU Claims SpecialistWawanesa Mutual insurance Co.9050 Frairs Rd.San Diego, CA 92108 Phone: 858-505-7820Email: [email protected]

CONFERENCE SPEAkERS - CONtiNUED


Barbara MandellMandell & AssociatesEmail: [email protected]

kathy MarshallBusiness Development DirectorEmercon Construction2906 East Coronado StreetAnaheim, CA 92806 Phone: 714-630-9615Email: [email protected]

kathryn Mason, MDChief of Occupational Medical Department, Kern CountyKaiser Permanente3501 Stockdale HighwayBakersfield, CA 93309 Phone: 661-398-3712Email: [email protected]

David McDowellMcDowell Shaw Colman & Garcia500 North Brand Blvd., Suite 1660Glendale, CA 91203 Phone: 818-546-8686Email: [email protected]

Tina MedinaClaims Team ManagerAuto Club of Southern California3700 Central AveRiverside, CA 92506 Phone: 951-637-8521Email: [email protected]

vlad MikulichCalifornia Department of insurancePhone: 714-712-7627Email: [email protected]

Michael MillarDoctor of ChiropracticMillar Chiropractic1455 Crenshaw Blvd., Suite 203Torrance, CA 90501 Phone: 310-328-8525Email: [email protected]

Jason MolnarPartnerManning & Kass, Ellrod, Ramirez, trester LLP550 West C St., Suite 1900San Deigo, CA 92101 Phone: 619-515-0269Email: [email protected]

Brian Moss, Esq.PartnerManning & Kass, Ellrod, Ramirez, trester LLP19800 MacArthur Blvd., Suite 900Irvine, CA 92612 Phone: 949-440-6690Email: [email protected]

ken OswaldRegional Vice President of ClaimsAccess General insurance Adjusters, inc.770 City DriveOrange, CA 92868 Phone: 714-712-8616Email: [email protected]

Bruce ReidFounder and PresidentAssociated Construction Services, inc.43385 Business Park Drive, Suite 150Temecula, CA 92590 Phone: 800-771-2460Email: [email protected]

Michael ReynoldsAssistant Vice PresidentUnified Investigations and Sciences, Inc.4135 Northgate Blvd., Suite 9Sacramento, CA 95834 Phone: 916-922-0240Email: [email protected]

Joe RoccoRocco Law firm8765 E. Bell Rd., Suite 210Scottsdale, AZ 85260 Phone: 602-870-6920Email: [email protected]

Jeff RushWorkers’ Compensation ManagerCalifornia Joint Powers insurance Authority (CJPiA)8081 Moody StreetLa Palma, CA 92689 Email: [email protected]

Edward SchadeAshton and PriceEmail: [email protected]

Paula ShawPartnerMcDowell Shaw Colman & Garcia500 North Brand Blvd., Suite 1660Glendale, CA 91203 Phone: 818-546-8686Email: [email protected]

Teddy SnyderRingler Associates9107 Wilshire Blvd., Suite 450Beverly Hills, CA 90210Phone: 310-461-3550Email: [email protected]

Jeff ThompsonDeclues, Burkett & Thompson, LLP17011 Beach Boulevard, Suite 400Huntington Beach, CA 92647 Phone: 714-843-9444Email: [email protected]

Chris TidballSenior Director and Casualty Claims ConsultantMitchell international1705 Crystal CourtSaint Johns, FL 32259 Phone: 904-742-9031Email: [email protected]

Paul vogelgesangChief Risk OfficerH&S Ventures/Honda Center/Anaheim DucksPhone: 714-549-5150Email: [email protected]

Robert von Esch, IIIPartnerSpray, Gould & Bowers LLP15139 Woodlawn AvenueTustin, CA 92780 Phone: 877-529-7421Email: [email protected]

Robert von Esch, IvPrincipal/AttorneyLaw Office of Robert A. von Esch IF, ALC500 N. State College Blvd., suite 1100Orange, CA 92868 Phone: 714-919-4366Email: [email protected]

Michelle WashingtonField Claims Supervisor Litigationfarmers insurance14624 N. Scottsdale Road, Suite 190Scottsdale, AZ 85254 Phone: 909-636-8365Email: [email protected]

Daniel WatkinsManaging PartnerWatkins & Letofsky, LLP4040 MacArthur Blvd., Suite 240Newport Beach, CA 92660 Phone: 949-476-9400, ext 224Email: [email protected]

Michelle WilliamsVice President, ClaimsReliant General Claim Services3218 E. Guasti #625Ontario, CA 91761 Phone: 909-456-2457Email: [email protected]

Curt WitebyVice President Personal Lines Managerinsurance West2450 Tapo St.Simi Valley, CA 93063 Phone: 805-579-1900Email: [email protected]

Doug WoodAttorneyMorris, Polich & Purdy LLPOne Embarcadero Center, Suite 400San Francisco, CA 94111 Phone: 415-984-8502Email: [email protected]

Michael WroniakSenior AssociateCollins, Collins, Muir & Stewart LLP750 The City Drive South, Suite 400Orange, CA 92868 Phone: 714-823-4100Email: [email protected]

Paul ZeglovitchLiability Program ManagerCalifornia Joint Powers insurance Authority (CJPiA)8081 Moody StreetLa Palma, CA 92689 Phone: 562-631-4111Email: [email protected]

CONFERENCE SPEAkERS - CONtiNUEDCONFERENCE SPEAkERS - CONtiNUED

Henry Ford once said “Coming together is a beginning. Keeping together is progress. Working together is success.” I try to remember that as Chairman of this the 25th Anniversary of CCC and as CEO of Carl Warren.Caryn Siebert, PresidentCarl Warren & CompanyAn Employee-Owned Company - Where Quality is Assured


PROGRAM DETAILS AND SESSION DESCRIPTIONS

tuesday, March 12

7:30 a.m. - 9:00 a.m. Continental Breakfast in the Exhibit hallGrand Ballroom

7:30 a.m. – 4:30 p.m.Exhibit hall OpenGrand Ballroom 9:00 a.m. - 10:15 a.m. General Session Promenade 104Bringing out the Insatiable Curiosity in your Claims Organization

Speakers: Chris Tidball, Senior Director and Casualty Claims Consultant, Mitchell AssociatesEd Kent, Esq., Kent & SenenSession Description:This session focuses on training your adjusters to unearth the very clues needed to get to the bottom of claims of all complexities. The presenters will share a wide range of claim methodologies to help you to most effectively achieve accurate settlements, while also identifying red flags that may be indicative of fraud.

10:15 a.m. - 11:00 a.m.Networking and Refreshments in the Exhibit hallGrand Ballroom

11:00 a.m. – NoonBreakout Sessions

Track 1 – LiabilityPromenade 201Trip, Fall and Catch the Wave

Speakers:Howard Franco, Jr., Partner, Collins, Collins Muir & Stewart, LLPMichael Wroniak, Senior Associate, Collins, Collins, Muir & Stewart, LLPSylvia Hernandez, Supervisor, Carl Warren & Company

Session Description:This panel will link claims management with both third party liability and workers’ compensation by discussing an accident and what to do immediately after it.

the panel will address:• What to look for when investigating claims• How to take statements• Responding to claims• Dealing with the media

Track 2 - PropertyPromenade 202Fact Finding and Evidence Considerations for the Adjuster and Remediation Contractor

Speakers:Robert von Esch, IV, Law Offices of Robert A. von Esch, IVFrank Brady, Principal, Emercon Construction

Session Description:This session will outline the evidence standards, burden of proof and problems encountered by contractors and adjusters in the field that can hinder the claims process. The speakers will provide tips on investigating the loss, preserving evidence, increasing claims handling efficiency and subrogation recoveries.

Track 3 - SIU Promenade 203From Everest to Arsonist

Speakers:Ulises Castellon, CPCU, RPA, Director of Operations, Fire Cause AnalysisDoug Wood, Esq., Attorney, Morris, Polich & Purdy LLP

Session Description:The dramatic fire loss to a multimillion dollar residence sets the stage for learning the value of proper scene/incident evaluation and use of investigative resources. The ensuing public and private sector investigations provide perspectives as to the challenges involved in these cases. The subsequent trial and verdict allow for a unique opportunity to evaluate the investigation methodology utilized.

Track 4 - Workers’ CompensationPromenade 204Global Settlements

Speakers:Paul Zeglovitch, Liability Program Manager, California Joint Powers Insurance Authority (CJPIA)Jeff Rush, Workers’ Compensation Manager, California Joint Powers Insurance Authority (CJPIA)Jeff Thompson, Esq., Declues, Burkett & Thompson, LLP

Session Description:It is not uncommon for an employee to have both a workers’ compensation claim and an employment action. It is all too common that the defense of these claims is not coordinated, creating excessive costs and protracted litigation. Learn how to create a consolidated approach to mediation and settlement, and use the tax-free status of workers’ compensation settlements to reduce the ultimate settlement.

Noon – 1:00 p.m.Luncheon and keynote SpeakersPromenade 104

All attendees are invited to join us for a buffet luncheon with a program that provides a dynamic, interactive presentation on how to handle media inquiries and claims in the public eye.

Speakers:Paul Vogelgesang, Chief Risk Officer, H&S Ventures/Honda Center/Anaheim DucksSteve Brower, Litigation Shareholder, Buchalter Nemer LLP

1:00 p.m. – 1:30 p.m.Networking and Dessert in the Exhibit hallGrand Ballroom

1:30 p.m. – 2:30 p.m.Breakout Sessions

Track 1 - LiabilityPromenade 201Low Speed Collisions and Injury Analysis

Speakers:Steven J. Bellino, California Traffic SpecialistsMichelle Washington, Field Claims Supervisor/Litigation, Farmers Insurance

Session Description:Understanding the correlation of low speed collisions, the damages sustained to vehicles, the expected occupant kinematics and the resultant injuries that may occur in the collision event will be covered in this presentation.

PROGRAM DETAILS AND SESSION DESCRIPTIONS - Tuesday Continued

“I’m beaming with pride and a sense of accomplishment knowing that we’re celebrating 25 years of providing superior-quality education to the insurance industry. It’s exciting to see the CCC continue to grow in size and in prestige as the premier industry conference for Education, Networking and Fun”. Carol McDonald, Fire Cause AnalysisConference Committee Member since 2000

One of the many creative things that the Combined Claims Conference Committee did was to come up with a Scholarship Program. We’ve been able to offer one and two day Scholarships to insurance professionals, this allows them to attend the conference for free. We’ve been able to draw insurance professionals who have never been able to attend the conference and have been able to increase attendance every year.John Ruiz, Claims Education PanelChairman, CCC Scholarship Committee


Track 2 - PropertyPromenade 202Mock Examination Under Oath

Speakers:Jonathan Colman, Partner, McDowell Shaw Colman & GarciaDave Ensley, Field Investigations Supervisor, SIU, Mercury Insurance ServicesPhaidra Garcia, Partner, McDowell Shaw Colman & GarciaDave McDowell, Partner, McDowell Shaw Colman & GarciaPaula Shaw, Partner, McDowell Shaw Colman & Garcia

Session Description:Attendees will “attend” a mock Examination Under Oath involving role playing of the insured, the insured attorney and the company attorney. The various tactics, ideas and procedures will come to life in this engaging and already highly anticipated program.

Track 3 - SIU Promenade 203Best in Class AOE/COE Investigations/Surveillance Management

Speakers:Glenn Betts, Director-Workers’ Compensation, Carl Warren & CompanyRichard Harer, CFE, CPI, CFS, WCCA, Vice President of Investigations, Specialized Investigations

Session Description:There are some straight-forward rules to determine if an injury meets the eligibility test for workers’ compensation benefits, but successfully defending a denial depends on a thorough investigation. Learn how to identify claims for investigation and surveillance, and work with the investigator and claims professional for best outcomes. Maximize the return on subrosa. The pitfalls and best practices will be explored using a variety of case studies.

Track 4 - Workers’ CompensationPromenade 204There are Reserves, Reserves and Reserves

Speakers:Jody Gray, President, Public Entity Division, York Insurance Services GroupMujtaba Datoo, ACAS, MAAA, FCA, Actuarial Practice Leader, ARM Tech/Aon Global Risk Consulting

Session Description:There are many different kinds of “reserves” that affect the cost of risk, experience modifications, collateral and financing. Learn how to make sense of an actuarial report and use loss development triangles. Understand how case reserves are established and used to manage claims.

2:30 p.m. – 3:15 p.m.Refreshments and Networking in the Exhibit hallGrand Ballroom


Track 1 - LiabilityPromenade 201Resolving Auto Claims in the Non-Standard World

Speakers:Daniel R. Watkins, Esq., Managing Partner, Watkins & Letofsky, LLPMichelle Williams, Vice President, Claims, Reliant General Claim Services

Session Description:Session attendees will explore the culture within the Non-Standard Claims Industry and learn how to develop efficiencies in the claim handling process. The speakers will also discuss fast and efficient ways to handle litigation including Fast Tracking the case to resolution and results of recently piloted programs.


Track 2 - PropertyPromenade 202Ethics for the Insurance Professional

Speakers:Kathy Marshall, ASD, WRT, CLM Certified, Business Development Director, Emercon ConstructionCurt Witeby, Vice President, Personal Lines Manager, Insurance West

Session Description:This session will explore issues dealing with ethics as they pertain to insurance agents, brokers and adjusters. Discussion will include information on proper handling of insurance transactions and the responsibilities of each concerned party. It will identify the roles and responsibilities of parties involved as well as outlining the financial implications and legal issues associated with ethics.

Track 3 – SIUPromenade 203Chiropractic Medical-Legal Fraud Awareness

Speakers:Michael H. Millar, D.C., Millar Chiropractic (Institute of Soft Tissue Science)Robert Donohue, Esq., Artiano & Associates

Session Description:Knowledge is Power! This session will provide the attendees greater knowledge and power to review chiropractic files. It will demonstrate techniques to screen med-legal reports for fraud. The session will focus on current trends in the DC med-legal community including how to identify upcoding, correlate the accuracy of the clinical exam finding with the mechanism of the event and how to determine whether the diagnostic imaging are reasonable for a soft tissue injury.

Track 4 - Workers’ CompensationPromenade 204Medicare Set-Asides are here to Stay

Speakers:Jon Gunter, Executive Vice President-West Coast, MEDVALJason Molnar, Partner, Manning & Kass, Ellrod, Ramirez, Trester, LLPBrian Moss, Partner, Manning & Kass, Ellrod, Ramirez, Trester, LLP

Session Description:Initially signed into law in 1981, it took 20 years for Medicare compliance to catch up with WC settlements involving future medicals, and another 10 years for liability bodily injury settlements. Obtain an update on recent changes in CMS compliance protocols for MSAs, conditional payments, and mandatory reporting. Learn about the options and techniques available to manage compliance costs and get claims closed.

4:15 p.m.CCC Prize Drawing in the Exhibit hallGrand Ballroom

4:30 p.m. – 7:30 p.m.Casino Night (at the hyatt Regency – adjacent to the Convention Center)


“That hussie is trying to steal my husband!!” Carol McDonald said to me as she walked into one of her sessions late. She was supposed to be the wife on a mock mediation so I had to stand in for her. Great educational sessions, but lots of fun, too.Samantha Morgan, Farmers Insurance

Fondest memories;During my association with the Combined Claims Conference over the last 19 years, I have met the greatest people dedicated to providing continuing education to the Insurance Industry.Gary George, Carl Warren & Company


Wednesday, March 13, 2013

7:30 a.m. – 9:00 a.m.Continental Breakfast in the Exhibit hallGrand Ballroom

7:30 a.m. – 2:00 p.m.Exhibit hall OpenGrand Ballroom

9:00 a.m. – 10:00 a.m.Breakout Sessions

Track 1 - LiabilityPromenade 201Conducting a Prompt and Reasonable Investigation for Coverage, Negligence and Damages

Speakers:Ken Oswald, Regional Vice President of Claims, Access General Insurance Adjusters, Inc.Barbara Mandell, Mandell & Associates

Session Description:A fresh approach to completing an effective claim investigation that will drive the proper indemnity results while controlling expenses. The session will discuss reserving your rights, reasonable investigation and retaining coverage counsel. It will explore the distinction between negligence and liability. Attendees will learn about the various damages which can be awarded, retaining pre-litigation counsel and rights to Cumis Counsel.

Track 2 - PropertyPromenade 202how Insurance Companies and Restoration Firms Can Work Together More Effectively

Speakers:Patricia Harman, Director of Standards and Communications, Cleaning and Restoration Association Bill Loveland, Events Manager, Marketing, Xactware Solutions, Inc.Chip Bifano, Managing Director, Crawford Contractor Connection

Session Description:This panel session will discuss the services available to facilitate the repair process. This includes standard contracts and developing standards for the industry. The role of third-party administrators, use of estimating software and the real costs of restoration projects will be explored in detail.

Track 3 - SIU Promenade 203Ethics for the SIU Insurance Professional

Speakers:Kathy Marshall, ASD, WRT, CLM Certified, Business Development Director, Emercon ConstructionLisa Foley, Property Broker, Yates & Associates

Session Description:This session analyzes ethics and how they specifically pertain to the SIU and insurance industry. Insurance functions will be broken out and discussed. These include carrier, agent adjuster, restoration vendor, government and NAIC roles. This will bring to the forefront the complexities of ethical behavior.

PROGRAM DETAILS AND SESSION DESCRIPTIONSTrack 4 - Workers’ CompensationPromenade 204The Ins and Outs of Medical Treatment

Speaker:Dr. Katherine Mason, M.D., Chief of Occupational Medical Department, Kern County, Kaiser Permanente

Session Description:A practicing industrial medicine doctor will explain:• The importance of selecting a quality medical clinic and how to build a positive relationship• What you need to know about a doctor’s duty to her patients• The right way to communicate “red flags”• What happens in the exam room, including how the doctor looks for signs of exaggeration or malingering• The doctor’s role in effective early-return-to-work• Use of Official Disability Guides (ODG), ACOEM and MTUS to manage treatment and disability

10:00 a.m. – 10:45 a.m.Networking and Refreshments in the Exhibit hallGrand Ballroom

10:45 a.m. – 11:45 a.m.Breakout Sessions

Track 1 - LiabilityPromenade 201Coping with the Unexpected During Mediation: how to Avoid the Catastrophic Jury verdict

Speakers:James E. Curry, Esq., James Curry MediationJay Boomer, Director of Claims, Sentry Insurance

Session Description:Actual jury verdicts are analyzed as to how the result could have been avoided using various mediation techniques that attendees can apply to their claim handling.

Track 2 - PropertyPromenade 202Good Faith Claims handling

Speakers:Victor Anderson, III, Crandall, Wade & LoweHelene DalCin, AIC, IA, Owner/Manager, DalCin Claims ConsultingBruce Reid, Founder and President, Associated Construction Services

Session Description:This session will discuss proven methods of defending lawsuits arising out of a property claim, considerations for hiring experts, evaluation of the claims personnel’s handling of the claim and review of the property damages claimed. The speakers will explore how to examine the element of reasonableness in the claim handling process, effective communication with the insured and documenting the thought process on claim decisions.

Track 3 - SIU Promenade 203Advanced healthcare Fraud Investigations

Speakers:Myra Elizarraras, Investigator, California Department of InsuranceVlad Mikulich, Investigator, California Department of Insurance

Session Description:The session provides guidance to aid in the understanding, identification and detection of healthcare fraud. Gain increased knowledge of healthcare fraud schemes and investigation and documentation methods.

PROGRAM DETAILS AND SESSION DESCRIPTIONS - Wednesday Continued

The opportunities at the Combined Claims Conference to connect with our clients, network with our partners, learn and share new ideas are priceless.Don Banister, The Garment Restoration Company

We have all been to conferences. Some of us have been privileged to speak at them. The few and the proud only know what it takes to plan, develop and deliver one. As an apprentice, I was truly in awe of all of the collective knowledge and effort that went into it.Howard Franco, Collins Collins Muir & Stewart LLP


Track 4 - Workers’ CompensationPromenade 204Medical Cost Containment

Speakers:Sharon Douglas, Chief Executive Officer, Rehab WestWinston Cheshire, MD, QME, Chief Medical Officer, ProCare Work Injury Centers and Onsite Solutions

Session Description:The ability to deliver quality health care at a manageable cost defines the success of a workers’ comp program. Understand the various components of managed care, including bill review, nurse case management, utilization review and Medical Provider Networks (MPNs). Understand how each of these services is influenced by necessity and statute, and how to create a best-in-class program.

11:45 a.m. – 1:00 p.m.Designee Awards Luncheon and Combined Claims Comedy ClubPromenade 104

those who have received an insurance designation during the past year are recognized during this luncheon program. You will also enjoy a comedy act, presented by the Combined Claims Conference comedians, including Vince fasline!

Exhibitor prize announcements will be held during the lunch program. Winners can pick up their prizes following the luncheon in the exhibit hall.

1:00 p.m. – 1:30 p.m.Networking and Dessert in the Exhibit hallGrand Ballroom


Track 1 - LiabilityPromenade 201When to Utilize Structured Settlements

Speakers:Teddy Snyder, Esq., Ringler AssociatesEdward Schade, Esq., Ashton and Price Tina Medina, Claims Team Manager, Auto Club of Southern California

Session Description:The speakers will address how to effectively use structured settlements in the liability claims area including:

1) What cases are the best candidates to consider a structured settlement?2) When to contact a consultant3) Should you bring the consultant to the mediation or settlement conference?4) Can’t the plaintiff do their own structured settlement?5) Negotiation strategies6) Why structured settlements work

Track 2 - PropertyPromenade 202Eliminating Accidental Fire Causes

Speakers:Michael Reynolds, Assistant Vice President, Unified InvestigationsDave Lowe, Senior Investigator, Unified Investigations and Sciences

Session Description:Session participants will review the NFPA 921 and how it affects fire investigation. The session teaches fire origin analysis basics, identification and analysis of heat sources and the elimination process.

Track 3 - SIU Promenade 203Cell Phone Technology and Forensic Data Recovery

Speakers:Joseph Rocco, Esq., Rocco Law FirmPaul Cully, SIU Investigator, Farm Bureau Financial Services

Session Description:A case study will provide the frame work to understand, preserve, obtain and analyze cellular telephone forensic and historical data recorded by wireless service providers. Attendees will learn how to understand what is available, make a timely preservation request and obtain historical data. The session will provide examples of forensic analysis of historical data obtained from wireless service providers as well as collection, preservation and forensic analysis of cellular telephone records.

Track 4 - Workers’ CompensationPromenade 204Tips and Tricks to Manage Workers’ Compensation

Speakers:Vincent Hudson, Risk Management ConsultantEstelle Freeman, Carl Warren & Company

Session Description:Learn some simple techniques to improve the workers’ compensation process starting with understanding how to build successful relationships with your claims administrator, industrial clinic and other important vendors. Develop a robust early-return-to-work program and learn what employers and claims administrators can do to get claims closed quickly.

2:30 p.m. – 2:45 p.m.BreakPromenade Foyer

2:45 p.m. – 3:45 p.m.Closing General SessionPromenade 201Mock Deposition

Speakers:Robert von Esch, III, Partner, Spray, Gould and Bowers Mike Malloian, Senior SIU Claims Specialist, Wawanesa Insurance Company

Session Description:Attendees will be able to share in the experience of an insurance professional providing deposition testimony in a bad faith action. The session will highlight specific tactics used by plaintiff attorneys, pitfalls of poor file documentation and proper techniques for providing answers in a formal deposition setting.

3:45 p.m. CCC Prize DrawingPromenade 201

4:00 p.m.Conference Concludes

PROGRAM DETAILS AND SESSION DESCRIPTIONS - Wednesday Continued PROGRAM DETAILS AND SESSION DESCRIPTIONS - Wednesday Continued

The members of the CCC Steering Committee are one of the most impressive groups of volunteers I have worked with in my 25+ years in the insurance and meeting industry. They serve tirelessly to ensure the programming is the BEST, all at a reasonable cost.Here’s to another 25 years of the best insurance conference in the state!Jenifer McDonald, McDonald Association Management

E X h I B I T O R S100 Knox Services, Inc.101 Hutchings Court Reporters102 Hygiene Technologies International, Inc.103 RGL Forensics104 Excel Restoration Inc.105 ABI Document Support Services106 MEA Forensic Engineers and Scientists107 Temporary Accommodations108 Macro-Pro, Inc.109 EFI Global, Inc.110 Padgett’s Cleaning and Restoration112 Paul Davis Restoration CASINO VOUCHER LOCATION114 Restoration Management Company116 Crowe Paradis Services Corporation118 ServiceMaster by Eddie200 UnifiedInvestigationsandSciences,Inc.201 American Technologies, Inc.202 Exponent, Inc.203 Advanced Analysis, Inc. CASINO VOUCHER LOCATION204 P.W. Stephens Environmental, Inc.205 CRS Temporary Housing206 Ward-Tek Construction, Inc.207 Titan Environmental Solutions, Inc.208 Orlys Draperies & Interiors, Inc.209 Oakwood Construction210 Cleaning & Restoration Association211 Roto-Rooter Service & Plumbing Co.213 Matson, Driscoll & Damico LLP215 Unisource Discovery217 Atkinson-Baker Court Reporters219 QwikResponse Construction300 Frontier Adjusters301 BELFOR Property Restoration302 Envirocheck, Inc.303 DefinitiHealthcareManagement304 PuroClean305 Insurance Recruiting Specialists (IRS)306 Crawford & Company307 Fire Cause Analysis (FCA)308 All Systems Lab310 Steamatic312 Forensic Analytical Consulting Services314 MEDVAL316 ATIStaffingSolutions,LLC317 Bartwood Construction, Inc. CASINO VOUCHER LOCATION318 American Emergency Services319 Phoenix Textile Restoration320 Custard Insurance Adjusters, Inc.321 4xForensic400 The Garment Restoration Company401 Carl Warren & Company CASINO VOUCHER LOCATION402 Alliance Environmental Group, Inc.

403 Haag Engineering404 Cunningham Lindsey405 American Institute for CPCU/IEA406 Emercon Construction407 Patriot Environmental Laboratory Services, Inc.409 RIMKUS Consulting Group, Inc.411 American Geotechnical, Inc.413 Madsen, Kneppers & Associates, Inc.415 VeriClaim, Inc.416 UltraCare Restoration CASINO VOUCHER LOCATION417 Veteran ED’s418 TempHome Services, Inc.419 Allied Environmental Services420 GlobalOptions421 Nelson Architectural Engineers500 Southern California Claims Association (SCCA)501 K.B. Construction Company502 Air-Tech Environmental, Inc. CASINO VOUCHER LOCATION503 Garland Restoration, Inc.504 Schifrin, Gagnon & Dickey, Inc.505 CRDN506 PacificEnvironmental&AbatementSolutions,Inc.507 California Association of Independent Insurance Adjusters (CAIIA)508 Assured Relocation509 Continental Interpreting Services, Inc.510 Second Image National, Inc.511 ABLE Restoration512 SERVPRO of North Pomona/La Verne

513 Exam Works CASINO VOUCHER LOCATION514 Supreme Industries516 MDL Universal Contracting, LLC518 Insurance Housing Solutions601 Accurate Leak Locators, Inc. CASINO VOUCHER LOCATION603 Actief Case Management605 Restoration Industry Association CASINO VOUCHER LOCATION607 LWG Consulting609 MSB Disaster Recovery Services, Inc. CASINO VOUCHER LOCATION610 All County Environmental & Restoration CASINO VOUCHER LOCATION611 Samuelsen, Gonzales, Valenzuela & Brown, LLP612 PMA Dispute Resolution613 RSP & Associates614 Grecco Construction Consultants615 FRSTeam616 Flood Pro617 ActivateStaffing618 Evista619 ServiceMaster Clean - AAA, Absolute, Bakersfield,CompleteRestoration700 T.D. Graphics702 National Commercial Services704 Home Design Content Restoration706 Blu SKY Restoration Contractors708 IW Care Connection801 Impact General, Inc. CE CREDITS - Stop here both days!

EXIT

STAIRSDN

MEN

WOMEN

STAIRSDN

EXIT

EXIT

EXIT

EXIT

ENTRANCE

REGISTRATION

100

101

102

103

104

105

106

107

108

109

110 112 114 116 118

200

201

202

203

204

205

206

207

208

209

210

211

213

215

217

300

301

302

303

304

305

306

307

308

310

312

314

316

317

318

319

400

401

402

403

404

405

406

407

409

411

413

415

416

417

418

419

700702

704706

708

20'

500

502

504

501

506

503

508

505

510

507

512

509

514

511

516

219320

321420

421518

610

612

614

616

603 605 607 609601

611

613

615

617

619

513

618

Food &

Bev

erage

Food &

Bevera

ge

Food &

Bevera

ge

801CE CREDITS

Silv

er A

nniversary Celebration

Mining for Knowledge

CONFERENCE PROGRAM CCC Program.pdfServiceMaster - AAA, Absolute, Bakersfield, Complete Restoration...

Documents

Transcript of CONFERENCE PROGRAM CCC Program.pdfServiceMaster - AAA, Absolute, Bakersfield, Complete Restoration...