Claims + Damage Recovery (Apr 10-12)

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.

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General Details

  • Program Chair(s)
  • Carl Villarreal, Claims Liability Management Manager, San Diego Gas & Electric Company

    • Program Location
    • Sempra Energy
    • 488 8th Ave
      San Diego, CA 92101
    • 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. Exceptions may apply; contact nye@westernenergy.org for more information.

  • Registration Options
  • Member: $479 USD
    Regular: $879 USD

    Registration prices increase $100 after March 27, 2019. Registration allows access to all Claims + Damage Recovery agenda items and 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. Guest tickets are available for $90 and allow a personal guest (a spouse or partner who does not work in the energy industry) to accompany a registered attendee at the event. Guest registration includes all meals and receptions, and all program materials.

  • 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.
  • For more information contact Amy Nye, Program Manager at (503) 688-2794.


Wednesday, April 10, 2019

5:30 PM - 7:30 PM

Networking Reception

Join us for a hosted networking reception co-sponsored by JNR Adjustment Company and AEGIS.

Thursday, April 11, 2019

8:00 AM - 8:30 AM

Networking Breakfast

A hot breakfast will be served onsite.

8:30 AM - 9:15 AM

Welcome to Sempra Energy Headquarters
Facilitator(s): Carl Villarreal, Claims Liability Management Manager, San Diego Gas & Electric Company

Our host will welcome us to Sempra Energy Headquarters.

9:15 AM - 10:15 AM

Facilitator(s): Carl Villarreal, Claims Liability Management Manager, San Diego Gas & Electric Company

Our chair will kick-off conversation through round-robin attendee introductions. Come prepared to share recent successes and set-backs.

10:15 AM - 10:45 AM

Networking Break

10:45 AM - 11:45 AM

The Art of Surveillance + Fighting Fraud with Social Media
Speaker(s): Jason Caroluzzi, Vice President, Ethos Risk Services

Ethos Risk Services will present on how information is gathered through internet mining and how that information is beneficial for successful surveillance. This session will include an overview of social media statistics, the ethics of social media investigations, the deep and dark web, metadata, cutting-edge technology for investigations, surveillance laws and ethics, when to utilize surveillance, red flags and fraud indicators, and examples of effective surveillance. 

11:45 AM - 12:45 PM

Networking Lunch

Enjoy a catered lunch onsite sponsored by Phoenix Loss Control.

12:45 PM - 1:15 PM

Motor Vehicle Accident Prevention
Speaker(s): Kat Rosenbaum, Senior Legal Counsel & Claims Manager, NW Natural, Barbara Gliszczynski, Administrator, Southwest Gas Corporation

1:45 PM - 2:00 PM

Networking Break

2:00 PM - 3:00 PM

Aging Infrastructure Case Study
Speaker(s): Michael Moreno, Casualty Claims Manager, Southern California Gas Company

3:00 PM - 3:15 PM

Networking Break

3:15 PM - 4:15 PM

Evidence Handling Best Practices
Speaker(s): Robert Ramos, Director, Risk & Claims Management, Southern California Edison, Frederick McCollum, Senior Manager, Southern California Edison

Join this interactive presentation to help keep the focus of your case on the ‘evidence’ rather than the ‘handling of the evidence.' Topics for discussion will include preservation notices, chain of custody, documentation, LiDAR, marking, storage facilities, security, and the use of technology. We will also cover handling for inspections, retention requirements, and disposal. Come prepared to share tips and best practices that are in place at your own organization. 

6:00 PM - 8:30 PM

Networking Dinner

Join us for a WEI hosted networking dinner.

Friday, April 12, 2019

8:00 AM - 8:30 AM

Networking Breakfast

Breakfast will be served onsite.

8:30 AM - 9:30 AM

Roundtable Discussion
Facilitator(s): James DeFrates, Claims Manager, NV Energy

This session provides time for attendees to address new topics and elaborate upon previous discussions at the forum. Attendees are encouraged to come prepared with one “top of mind” issue for discussion.

9:30 AM - 10:30 AM

Wildfires Part I

10:30 AM - 10:45 AM

Networking Break

10:45 AM - 11:45 AM

Wildfires Part II

11:30 AM - 12:00 PM

Panel Discussion

12:00 PM - 1:00 PM

Networking Lunch

Enjoy a catered lunch onsite.

1:00 PM - 1:30 PM

Wrap-up and 2020 Planning

Interested in improving our experience? Join us at the wrap-up session to share your thoughts on the forum and help generate ideas for future agendas. This session is also a great starting point for those who wish to volunteer as a planning team member for our 2020 forum.

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (877) 622-3056 to reserve your room. Identify yourself as being with Western Energy Institute to receive a special rate of $209 USD/night. This rate is guaranteed until March 27, 2019 or until the WEI room block is full.

Meet The Speakers

James DeFrates

NV Energy

Claims Manager

Carl Villarreal

San Diego Gas & Electric Company

Claims Liability Management Manager

Kat Rosenbaum

NW Natural

Senior Legal Counsel & Claims Manager

Barbara Gliszczynski

Southwest Gas Corporation


Michael Moreno

Southern California Gas Company

Casualty Claims Manager

Jason Caroluzzi

Ethos Risk Services

Vice President

Rob Ramos

Southern California Edison

Director, Risk & Claims Management

Frederick McCollum

Southern California Edison

Senior Manager