Atlantic Claim Executives Association

FALL MEETING October 14 - 16, 2018

Monaco Baltimore

2 North Charles Street Baltimore, MD 21201

(443) 692-6170

Atlantic Claim Executives Association

Objectives of the Association

To maintain an association of property/casualty

companies and corporate self-insured claims executives

whose companies are domiciled in or having as their

area of responsibility, designated Atlantic coast and

southeastern states.

To maintain a professional forum for the exchange of

information concerning matters of mutual interest.

To promote harmony, cooperation, and cordial business

relations among the members.

To encourage proper claims handling.

To discourage false or fraudulent claims.

To expose dishonest, unscrupulous or unethical

practices by whomever committed.

To increase the efficiency and knowledge of members

and their company claim departments.

Executive Committee

President Vice President

Treasurer/Secretary

Constance Woods Bill Paccione Ross Poole

(2019) (2020) (2021)

American Southern General Re Corp NC Farm Bureau

Insurance Co. Mutual Ins. Co.

3715 Northside 120 Long Ridge 341 NC Highway 55

Pkwy, 400-8 Road West

Atlanta, GA Stamford, CT Mount Olive, NC

30327 06902 28365

404-324-4122 203-328-5000 919-782-1705

Administrative Assistance – Joyce Slawiak

Directors

Mark Taylor (2019) – The Gray Insurance Company

Bob Warner (2019) – BrightClaim, Inc.

Tim Trueworthy (2019) – NY Central Mutual

Michael Hale (2019) – Claim Profess. Liability Insurance

Conference Agenda

Atlantic Claim Executives Association FALL MEETING

October 14 - 16, 2018

Monaco Baltimore 2 North Charles Street Baltimore, MD 21201

(443) 692-6170

Sunday, October 14, 2018 Location 3:00-4:00 Officers And Directors Meeting Tokyo Board Room 4:00- 5:00 Registration Monaco North Foyer 6:00 – 8:00 Cocktail Reception Vienna North Monday, October 15, 2018 7:30– 9:00 Breakfast Buffet Athens South 7:30- 9:00 Members Breakfast Meeting Athens South 9:00-9:15 General Session, Presidents Welcome Athens South 9:15-10:30 Rocky Stone, Travelers Fire/Investigative Services “Arson Investigations: Vetting The Expert And Validating the Origin” Athens South 10:30-10:45 Break Athens Foyer 10:45-11:30 Andrew Stephenson, Franklin & Prokopik, PC “Effective Use and Management of Accident Footage In Defense Of Commercial Auto Claims” Athens South 11:30-12:30 Patricia McHugh Lambert - Pessin Katz Law PA

Fred Kobb - Wright Constable & Skeen, LLP “Five Things Claims Professionals Should Know” Athens South

12:30-1:30 LUNCH Athens South 1:30 – 2:30 Matt English, Gen Re “Designing a Successful Cat Planning Program” Athens South 2:30-2:45 Break Athens Foyer 2:45-3:45 Jeffrey Weisel, Gen Re

“As the CyberClaims Turn – Aggregation and Other Cyber Coverage Issues” Athens South

3:45 -4:30 Chris Tidball, EXL “Cracking the Subrogation Nut” Athens South 6:00 PM Cocktail Reception Athens South

Tuesday, October 16, 2018 7:30-9:00 Breakfast Buffet Athens South 9:00-10:00 Kari Williamson , MK Consulting Athens South Clint Cox, Cox PLLC “What’s Going On Behind That Thick Skull? Defending Mild Brain Injury Claims” 10:00-10:15 Break Athens Foyer 10:15-11:00 Adam Parsons, Penn National What Managers/Supervisors Should Know About EPLI? Athens South 11:00:11:45 Storm Wilkens, Risk Insurance & Healthcare Management Fox School of Business-Temple University “Millennials Have Spoken, Will You Listen?” Athens South 12:00 Adjourn

Thank you to our Speakers!

Program Chair: Bill Paccione, Gen Re

Conference Speakers

Rocky Stone Travelers Fire, Investigative Services Rocky Stone is a Regional Director with Travelers Investigative Services Fire Unit with over 30 years of experience within field of fire investigations. Rocky began his career as a Fire Investigator with Travelers in 2000 and was promoted into his current role in 2007. Rocky began his career in Fire Investigations in his late teens working part time for his father who owned a private investigation company, Stone Investigation. Rocky has held full time positions as a Police Officer, Fireman and Fire Investigator with the city of Albany Georgia as well as a Criminal Fire Investigator with the Georgia State Fire Marshal’s Office prior to his employment with Travelers as well. Rocky is a Certified Fire Investigator with the International Association of Fire Investigators & National Association of Fire Investigators as well as a Certified Instructor.

Andrew Stephenson, Principal Franklin & Prokopik

As a senior principal with the law firm of Franklin & Prokopik, Andrew T. Stephenson is a seasoned civil litigator, with a primary focus on defending companies against civil suits involving catastrophic losses. Mr. Stephenson also defends corporations and individuals in civil matters involving commercial transportation, construction, paratransit, intentional torts, premises and products liability. He is currently a member in good standing of the Maryland State Bar Association and serves as an adjunct professor at the University of Baltimore Law School.

Patrica Lambert Pessin Katz Law PA

Ms. Lambert has over 35 years of experience in handling complex commercial litigation and insurance matters. Ms. Lambert has worked on national class actions, significant litigation and regulatory matters for Fortune 500 companies. She has also assisted small and mid-sized companies and business executives with contract, real estate, liability assessment and commercial disputes that needed to be resolved quickly and efficiently. Ms. Lambert is best known as an attorney who knows the field of insurance. She has represented insurers, policyholders, and insurance producers in disputes both in court and before the Maryland Insurance Administration.

Ms. Lambert is the firm’s Co-Liaison for Harmonie, a national network of high quality law firms that serve the special needs of the risk industry, and was recently appointed to Harmonie’s Board.

Fred Kobb, Managing Partner Wright, Constable & Skeen

Fred has litigated cases on behalf of insurance carriers and self-insured businesses for over 30 years, starting when he represented railroads and trucking companies as an associate attorney at Wright, Constable & Skeen. He has continued to practice in the area of insurance defense litigation throughout his career. He is a member of the Defense Research Institute and the Maryland Defense Counsel. He is also the firm's liaison to The Harmonie Group, which is an invitation-only international network of elite and vetted law firms providing defenses services to corporations, TPAs, insurance companies and captives.

Howard Schulman, Partner Wright, Constable & Skeen Howard focuses on civil law matters in both Maryland and federal trial and appellate courts. He strives to provide premier yet cost-effective litigation services to all clients. Howard has assisted clients in a wide range of areas, including 35 years' experience in insurance defense and coverage matters, as well as defense of disciplinary and licensing proceedings against pharmacists, physicians and other health care professionals, employee fraud, First Amendment and constitutional law, employment law, copyright and trademark litigation, defamation and serious personal injury.

Marie lgnozzi, Associate Wright, Constable & Skeen

Marie concentrates her practice in civil litigation and insurance coverage and defense. As a trial lawyer, Marie litigates cases in Maryland state and federal courts at both the trial and appellate levels. She represents individuals and businesses involved in matters such as automobile and premises liability, breach of contract, fraud, interference with business relations, defamation, and workplace discrimination, as well as property disputes involving restrictive covenants, trespass and destruction of property. Marie is a member of the Defense Research Institute and the Maryland Defense Counsel.

Matthew English, AIC Gen Re Matthew is a Property Claim Executive in Gen Re’s home office in Stamford, Connecticut. He began his career at Gen Re in June 2015. Prior to joining Gen Re, Matthew handled all manner of First Party Property claims with Industrial Risk Insurers / Swiss Re, Travelers and The Hartford. Matthew graduated from Western New England College with a BA in Political Science and has also earned the Associate In Claims, Commercial Property the AICPCU.

Jeffrey Weisel, Vice President Gen Re

Jeff handles casualty claims for the Gen Re Claims department in Stamford, CT. Prior to joining Gen Re in 2012, Jeff served as claims manager for an insurance carrier overseeing a Professional Liability book of business. In addition to Professional Liability claims, Jeff has experience handling: Cyber, EPLI, D&O, Workers’ Compensation, Medical Malpractice and General Liability. Jeff has also litigated matters for several insurance defense firms. Jeff has a BS in Political Science from the State University of New York at Binghamton and his JD from Hofstra University School of Law.

Chris Tidball, Vice President EXL Chris Tidball is the Vice President of Claims Transformation Strategy at EXL, a global consulting and analytics company specializing in property and casualty process improvement. His insurance tenure spanned 25 years, from field adjuster to claims executive with leading insurers AIG and Progressive Insurance. Chris is the author of multiple books, both fiction and non-fiction, including Re-Adjusted: Taking Your Claims Organization from Ordinary to Extraordinary! He is a graduate of Arizona State University, a Senior Claims Law Associate and Six Sigma Black Belt. He can be reached at chris.tidball@exlservice.com.

Kari Williamson, BS, RN, LNCC, CCM Over 20 years ago, Kari started MKC Medical Management. Fast forward to now and the business has grown to needing 11 associated nurses. Kari has 25 years of various nursing experience in the insurance – legal sectors. The majority of clinical experiences includes a level one-trauma center. In addition, she works closely with the American Association of Legal Nurse Consultants (AALNC), having served as an education contributor. Currently, she is writing the chapter on Defense Legal Nurse Consulting for the Association’s Legal Nurse Consulting Principles and Practices, 4th Edition, the authoritative reference for the industry.

Clint Cox Cox PLIC Clint Cox is an aggressive litigator and trial attorney. Clint’s practice focuses on risk mitigation, creating leverage to protect client interests and advising on matters for risk avoidance, as well as late-stage litigation resolution and/or trial involvement. Clint’s areas of practice are vast, in that he is regularly asked to get involved in various areas of law, primarily due to his desire to consistently and effectively resolve disputes or obtain favorable outcomes.”

Adam E. Parsons, Esq., CPCU Adam is the Director of Technical Operations at Pennsylvania National Mutual Casualty Insurance Company in Harrisburg, Pennsylvania and has presented extensively on insurance and legal matters in a variety of forums. Prior to his current role, Adam served as corporate claims counsel at Penn National where he managed the company’s coverage, ECO and EPLI policy exposures. A graduate of the University of Pennsylvania and The University of Michigan School of Law, he has been honored as the Pennsylvania Defense Institute’s Insurance Claims Executive of the Year and holds numerous insurance designations including Chartered Property Casualty Underwriter.

Storm Wilkins, Esq. CPCU Risk Insurance & Healthcare Management

With over two decades of experience as a property casualty insurance lawyer, Storm Wilkins shares her wealth of knowledge with carriers and students. Professor Wilkins has considerable expertise in insurance coverage analysis. Moreover, she is a former trial attorney having successfully tried hundreds of cases before judges, juries and arbitration panels. Storm is also an accomplished educator. She joined the Fox School of Business at Temple University as a full-time faculty member in the fall of 2013. In 2010-2011, she was an Adjunct Professor at the Drexel University Law School in Philadelphia. Prior to teaching, she held various roles with property casualty carriers including ACE American Insurance Company (now Chubb) and State Farm. As an Assistant General Counsel for the AAA Mid-Atlantic Insurance Group, she was responsible for providing legal advice to all of the carrier’s business units. Storm has significant experience in the areas of insurance policy coverage analysis, litigation management, insurance regulation, and complex claims handling. Professor Wilkins earned her Juris Doctorate from the University of Pennsylvania Law School. Prior to attending Penn Law, she received her undergraduate degree cum laude from the American University in Washington, D.C. She continued her professional education by obtaining her Chartered Property Casualty Underwriter (CPCU) designation. She is certified by the Society of Insurance Trainers and Educators as an Insurance Training Professional (ITP).

Attendees

Guests noted in italics beneath attendee.

Name Company ACEA

Banks James, Jr. Forman, Watkins & Krutz, LLP

Cox Clint Cox PLIC

Crosa Peter Peter J Crosa & Co.

Cunningham Crystal CPLIC, RRG

Darroch Robert Goodman McGuffey

Davis Paul Mutual Assurance Society of VA

English Matthew Gen Re

Erwin Wayne Schafer, Wood & Assoc.

Gittins Robert Garson Law, LLC

Gowan Dennis Swiss Re

Grantham Ryan S-E-A, Ltd.

Hale Michael CPLIC, RRG

Kilee Medlin

Harman Patricia Claims Magazine

Hibbert-Iacobacci Michele Mitchell International

Ignozzi Marie Wright, Constable & Skeen

Jones Tracie Insurance Auto Auction

Kitchens Byron Forman Watkins & Krutz LLP

Kostyk Chrissie Ontellus

Kobb Fred Wright, Constable & Skeen

Lambert Patricia Pessin Katz Law PA

Martin Andy American Ag

McCullough David Central Adjustment Co.

Meyer Michael NC Farm Bureau Mutual

Nardulli Michael Mclarens

Paccione William Gen Re

Parsons Adam Penn National Ins.

Prosser Anthony McLarens

Provencher Jerry Provencher & Company, LLC

Pugh Ben Fidelity Fiduciary Co., LLC

Reed Mike Custard Ins.

Leigh Reed

Reidel Clemens Swiss Re

Schulman Howard Wright, Constable & Skeen

Sibley Floyd The Gray Insurance Co

Simmons Charlie Insurance Auto Auction

Slawiak Joyce Infinity Insurance Co/Retired

Stephenson Andrew Franklin & Prokopik

Stone Rocky Travelers Insurance

Tidball Chris EXL

Susan Tidball

Trueworthy Tim NYCM Insurance Co

Vogt Bruno Custard Ins. Adjusters, Inc.

Martha Vogt

Weisel Jeffrey Gen Re

Wilkins Storm Risk Insurance & Healthcare Mgmt

Williamson Kari MKC Medical Management

Ken Williamson

Woods Constance American Southern Ins Co.

Joe Woods

Sponsors

Platinum Level

Gold Level

Forman Watkins & Krutz, LLP

One Shell Square

701 Poydras Street, Suite 4350

New Orleans, LA 70139

504-565-7553

Byron Kitchens byron.kitchens@formanwatkins.com

Keogh Cox

P. O. Box 1151

Baton Rouge, LA 70821

225-383-3796

John Wolff

jwolff@keoghcox.com

Degan, Blanchard & Nash

400 Poydras Street, Suite 2600

New Orleans, LA 70130

504-529-3333

Sidney W. Degan, IIIsdegan@degan.com

Ontellus

1010 Lamar Street, 18th Floor

Houston, TX 77002

708-774-6757

Chrissie Kostykckostk@keais.com

Silver Level

Brady Radcliff & Brown, LLP

1600 Wells Fargo Building

P. O. Box 1668

Mobile, AL 36633

251-405-0077

Craig Martin cmartin@brblawyers.com

Schafer, Wood & Associates, Inc.

P. O. Box 2159

Denison, TX 75021-2159

866-337-0112

Wayne Erwin wayneerwin@schaferwood.com

Blue Williams

3421 N Causeway Blvd Suite 900

Metairie, LA 70002

504-846-9709

Richard Vale rvale@bluewilliams.com

Custard Insurance Adjusters

4875 Avalon Ridge Plwy

Norcross, GA 30071

770- 368-3371

Mike Reedmreed@custard.com

Focus Adjusters

PO Box 6481

Syracuse, NY 13217

315-374-3312

Al Young ayoung@focusadjusters.com

The Gray Insurance Company

3601 N. I-10 Service Road

Metairie, LA 70009

504-888-7790

Floyd Sibley fsibley@grayinso.com

INSURANCE COMPANY

THE

Bronze Level

Thanks to all of the sponsors for supporting the ACEA!

Central Adjustment Company, Inc.

2207 Hidden Valley Drive, Suite 103

Little Rock, AR 72212

888-227-5506

David McCullough

david.mccullough@centraladjustment.com

Fidelity Fiduciary Company, LLC

P. O. Box 43613

Birmingham, AL 35243-0613205-901-1116

Bennett L. Pugh, JD ben@cadmin.com

McLarens

22 West Main Street, Suite 14

Patchogue, NY 11772

631-318-4476

Michael Nardulli

michael.nardulli@mclarens.com

Name Company Affiliation Dana Camp Retired Life Member

Hale Campbell Retired Life Member

Jack Carpenter Retired Life Member

Larry Criswell Retired Life Member

Bill Demmes Retired Life Member

Bill Dibble Retired Life Member

Carl Dunn Retired Life Member

Wayne Erwin Retired Life Member

Michael Fisher Retired Life Member

David Glover Retired Life Member

Frank Leonard Retired Life Member

Owen Sauer Retired Life Member

Joyce Slawiak Retired Life Member

Mac Timmons Retired Life Member

James (Jim) Beckley American Agriculture Member

Ken Bunn Builders Mutual Ins. Co. Member

Michelle Burns TN Farmers Mutual Ins. Co.

Member

Jim Callahan Mutual Boiler Re Member

Samuel Crisalli Dryden Mutual Ins. Co.

Member

Bryan Crook NCFB Mutual Ins. Co. Member

Jay Deiner Ormond Re Group Member

Dennis Gowen Swiss Re Member

Corey Graham MMG Insurance Member

Michael Hale Claim Professional Municipalities Property

Member

Brian Haurylak American Southern Member

Association Membership

Name Company Affiliation

Baxter Jones Southern Farm Bureau Casualty Ins. Co.

Member

Scott Jurek Berkley Southeast Member

Jeffrey Katz Maiden RE LLC Member

J. Steven Lee NC League of Member

Jason Manns IDS Property Casualty Member

Andy Martin American Ag Ins. Co. Member

Rick Mattox VAFB Mutual Ins. Co. Member

Steve Newbold Country Financial Member

William Paccione General Re Corp Member

Jim Rowles MSFB Casualty Ins. Co. Member

Mike Reed Custard Insurance Adj. Member

Jack Stewart Assurant Global P & C Claims

Member

Mark Taylor The Gray Ins. Co. Member

Tim Trueworthy NYCM Insurance Member

Bob Warner BrightClaim Member

Constance Woods American Southern Ins. Co.

Member

John Butkus Country Financial Associate Member

Terry Brewer TN Farmers Mutual Ins. Co.

Associate Member

Vicki Changet Infinity Insurance Associate Member

Todd Childers NCFB Mutual Ins. Co. Associate Member

Todd Frazier NCFB Mutual Ins. Co. Associate Member

Liz Gale NC Farm Bureau Associate Member

David Henson TN Farmers Mutual Ins. Co.

Associate Member

Harvey Lightstone Claim Professional Liability Ins. Co.

Associate Member

Bill Hutson TN Farm Bureau Associate Member

Tim Lee TN Farm Bureau Associate Member

Association Membership

Name Company Affiliation

Rick McDonald TN Farmers Mutual Ins. Co.

Associate Member

Jeffrey McLain TN Farm Bureau Associate Member

Mike Meyer NCFB Mutual Ins. Co. Associate Member

Amy Richardson TN Farmers Mutual Ins. Co.

Associate Member

Paul Rogers Southern Farm Bureau Associate Member

Floyd Sibley The Gray Ins. Co. Associate Member

Tim Stephens NCFB Mutual Ins. Co. Associate Member

Bruno Vogt Custard Insurance Adjusters

Associate Member

Clay Willmore TN Farmers Mutual Ins. Co.

Associate Member

William Wilson NC League of Municipalities

Associate Member

Association Membership

Future Conferences

April 14 - 16, 2019 Sanibel Harbour Members &

Marriott Resort & Spa Guests Fort Myers, FL

____________________________________________________ October 27-29, 2019 Hilton Norfolk, The Main TBD Norfolk, VA ____________________________________________________ April 19 – 21, 2020 Hawks Cay Resort Members & Duck Key, FL Guests ____________________________________________________ NOTES:

___________________________________________________ ___________________________________________________ ___________________________________________________ ___________________________________________________

Atlantic Claim Executives Association Fall 2018