This program focuses on sharing best practices and building relationships with other leaders in claims and collection management, and offers insights from guest speakers who have been expert witnesses in claims investigations. Discussions address a wide variety of issues around balancing the need to protect utility assets with the ever-increasing priorities of providing an excellent customer experience. Participants learn from industry professionals who provide services to our members, and discuss issues common to Western utilities such as fire and storm recoveries, inverse condemnation, settlement and negotiations, and proper record keeping.
General Details
- Program Chair(s)
- Gloria Jauregui - Arizona Public Service Company
- Program Location
- Arizona Public Service Company
- 400 N 5th Street, Phoenix, Arizona 85004
- Who Should Attend
- Managers or supervisors responsible for claims and collections functions
- Senior claims investigators and adjusters
- Collections leadership
- Legal counsel responsible for claims areas
- Insurance specialists
- Service companies supporting claims and collection areas*
*Service company members are encouraged to attend and are permitted one registration per company.
- Registration Options
Member: $599 USD
Non-Member: $899 USDRegistration prices increase $100 after March 14, 2024. Registration provides access to all Claims + Damage Recovery agenda items and digital meeting materials. Registration includes a welcome reception, all meals on the second day including a networking dinner, and breakfast and lunch on the final day.
- General Cancellation Policy
- Due to contractual obligations, cancellations received 15 business days prior to the program will receive a full refund. Cancellations received 6 to 14 business days prior to the event will receive a refund, less a $100 administrative fee. No shows and last minute cancellations, 5 business days prior to the event or less, will be responsible for the full registration fee. Substitutions from your organization for the same event are always welcome.
- Participation Policy
- Western Energy Institute programs and events are open to energy companies (including gas production and electric generation, gas and electric transmission and gas and electric distribution utilities). Select programs and events are open to energy industry product and service suppliers. Programs and events are closed to all media representatives and to the general public. Recording is not permitted for any portion of the event.
- For more information contact Edgar Ohito, Program Manager at .
Agenda
Monday, April 1, 2024
5:00 PM - 7:00 PM
Welcome Reception
Join us for a hosted networking reception co-sponsored by JNR Adjustment Company, Inc. and AEGIS Insurance Services, Inc.
Arrogant Butcher
2 E Jefferson St #150
Phoenix, AZ 85004
Tuesday, April 2, 2024
8:00 AM - 8:30 AM
Registration + Networking Breakfast
Arrive early to register and network with peers over breakfast.
8:30 AM - 9:15 AM
Welcome and Introductions
Get to know your peers with our round-robin attendee introductions. Come prepared to share a recent success story and set-back.
9:15 AM - 10:15 AM
Catastrophes & Claims Best Practices
Speaker(s): John McGuire, Managing Director, Marsh USA Inc.
Join us for an informative session on Catastrophes & Claims Best Practices led by John McGuire, Managing Director at Marsh Insurance. During this interactive presentation, participants will acquire valuable insights into navigating the intricate world of catastrophes and claims in the insurance sector. Leveraging his wealth of experience and knowledge, John McGuire will explore effective strategies for managing and minimizing risks related to catastrophes, along with approaches for efficiently handling claims. Attendees can anticipate practical advice, real-world examples, and actionable tips to enhance their comprehension and approach to managing catastrophes and claims. Seize this opportunity to learn from an experienced professional and enhance your expertise in the insurance field.
10:15 AM - 10:30 AM
Networking Break
10:30 AM - 11:30 AM
Gas & Electric Damage Recovery
Speaker(s): Chris Urmston, Claims Manager, FortisBC
Join us for an insightful presentation by Chris Urmston, Claims Manager at Fortis BC, as he delves into British Columbia's recent challenges with floods and fires. In this session, Chris will discuss the impact of these natural disasters on the community, as well as the lessons learned from handling significant claims such as gas explosions and electrical fire damage. Gain valuable insights into the investigative work involved in these complex cases and discover how Fortis BC navigated through these crises to ensure the safety and well-being of the affected individuals and properties.
Don't miss this opportunity to learn from real-life experiences and explore strategies for mitigating risks in the face of such unpredictable events.
11:30 AM - 1:00 PM
Networking Lunch
1:00 PM - 2:00 PM
Claims & Collection Processing
Speaker(s): Mark Seaton, President, JNR Adjustment Company, Inc.
2:00 PM - 2:15 PM
Networking Break
2:15 PM - 3:15 PM
Risk Reporting Software
Speaker(s): Gary Berg, Ventiv Technology, Jeff Ninowski, Ventiv Technology, David Brooks, Ventiv Technology
Join us for an exciting demonstration of cutting-edge Risk Reporting Software by Ventiv Technology, featuring industry experts Gary Berg, Jeff Ninowski, and David Brooks.
During this session, you will have the opportunity to explore the advanced features and functionalities of our software designed to streamline risk reporting processes and enhance decision-making for your organization.
6:00 PM - 8:00 PM
Networking Dinner
Wednesday, April 3, 2024
8:00 AM - 8:30 AM
Networking Breakfast
8:30 AM - 9:30 AM
Power BI Tool
Speaker(s): Jesse Pickard, Operations Manager, Claims and Business Performance, FortisBC
Join us for an interactive Power BI demonstration and discussion guided by Jesse Pickard from FortisBC. This session aims to offer valuable insights into the effectiveness of data visualization and analytics through Power BI, a robust business intelligence tool.
In this session, Jesse will illustrate how Power BI can convert raw data into significant insights, facilitating well-informed decision-making. Attendees will gain knowledge about essential features, optimal methods, and practical uses of Power BI within FortisBC's operations.
9:30 AM - 9:45 AM
Networking Break
9:45 AM - 10:45 AM
Working Together to Prevent Damage and Promote Safety
Speaker(s): Charles Hayes, Arizona Public Service Company
Join Charles Hayes, Head of the APS Public Safety Department, for an engaging presentation. Delve into the importance of teamwork in preventing harm and promoting safety within our community. This interactive session will discuss efficient strategies and high-quality methods to foster a culture of safety, collaboration, and proactive risk management. Discover the essential roles we all have in safeguarding our environment and ensuring the well-being of every community member. Don't miss this opportunity to learn from an experienced expert and prepare yourself to make a positive impact on safety and security.
10:15 am - 10:45 am
Roundtable - "Swoop & Squats" and Claims Investigation Tools
Join us for an engaging roundtable discussion on "Swoop & Squats" and Claims Investigation Tools. In this session, we will delve into the intricate world of insurance fraud detection, focusing on the deceptive practice known as "Swoop & Squat" where fraudsters stage car accidents to make false claims. We will also explore the latest tools and technologies used in claims investigation to uncover fraudulent activities and protect against financial losses. This session is designed for insurance professionals, fraud investigators, and anyone interested in learning more about the strategies and tools used to combat insurance fraud effectively. Don't miss this opportunity to gain valuable insights and network with industry experts in the fight against fraud.
10:45 AM - 11:00 AM
Networking Break
11:00 AM - 12:00 PM
Litigation and Mediation – Best Practices
Panelist(s): Theresa Dwyer, Pinnacle West Capital Corporation, David Gaona, CEO, Gaona Law Firm, Eric Gere, Spencer Fane, LLP
Join us for an insightful panel discussion on Litigation and Mediation – Best Practices featuring esteemed legal experts David Gaona from Gaona Law Firm, Eric Gere from Spencer Fane, LLP, and Theresa Dwyer, Senior Counsel at Pinnacle West Capital Corporation. This session will delve into the intricacies of navigating the legal landscape, with a focus on strategies for effective litigation and successful mediation practices.
Attendees can expect to gain valuable insights from the diverse perspectives of our panelists, who will share their wealth of experience and expertise in handling complex legal matters. From understanding the nuances of dispute resolution to exploring innovative approaches to conflict management, this panel promises to provide practical tips and best practices for legal professionals looking to enhance their skills in litigation and mediation. Don't miss this opportunity to learn from the best in the field and elevate your legal knowledge and practice to new heights.
12:00 PM - 1:00 PM
Networking Lunch
1:00 PM - 2:00 PM
Utility Roundtable
Facilitator(s): Gloria Jauregui, Claim Services Leader, Arizona Public Service Company
Come and participate in a collaborative roundtable session designed to encourage positive transformation and creativity within the utility industry.
Hotel + Travel
- AC Hotel Phoenix Downtown
- 414 N 5th St
- Phoenix, Arizona 85004
- Phone: (602) 258-1771
Click here to make your reservation now.
- Reservation Instructions
Please contact the hotel directly at (888) 236-2427 to reserve your room. Identify yourself as being with Western Energy Institute (WEI) to receive a rate of $280.00 USD/night. This rate is guaranteed until March 14, 2024 or until the WEI room block is full.