Events

Training Sessions

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The following 18 practical, hands on courses have been developed by the Council’s Education committee, comprised of over 45 highly experienced executives. Each course is offered at no cost and provides adjuster CE credits, where applicable. If you are interested in hosting a course, please contact Sydney Posner at sydney.posner@litmgmt.org. There is no cost to host a course and the Council provides the content, instructors and adjuster CE credit.
Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

This course will address property, liability, workers compensation and medical fraud. The goal is to provide claims adjusters and risk managers with a nuts and bolts approach to identifying and investigating fraud. In addition, the course will address proactive recovery remedies available to insurance carriers, including the Federal Racketeer Influenced and Corrupt Organizations Act, the Corporate Practice of Medicine Doctrine, bad faith laws, common law fraud and other state law remedies. In addition we will address the use of policy provisions as they relate to fraud claims.

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

As the world of claims adjusting faces increasing judicial scrutiny, proper claims handling is more important than ever. Learn practical best practices for adjusting a claim from tender through litigation, including how to perform a thorough investigation, methods for developing necessary documentation and the importance of timely and appropriate responses to tenders. If a coverage lawsuit develops, learn strategies for continuing those good faith adjusting practices, including if and when to consider settlement, and how to avoid “set ups” and other common pitfalls. The course will discuss rights to independent counsel and preemptive strikes to assure solid footing in addressing questionable or difficult claims.

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

This course will cover claim evaluation and risk analysis assessment methods used to determine settlement values & develop resolution plans. This will include a discussion of the relevant issues & factors to consider when evaluating cases including coverage, liability and damages as well as costs & risks of litigation. This will include use of case studies to demonstrate the application of the case evaluation & risk assessment methods. The course will be interactive with opportunity for questions & answers.

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

Although class action litigation can be alarming from the perspective of insurers, these lawsuits can be successfully defended and efficiently managed to avoid excessive costs and unfavorable outcomes. This course is intended to provide claims professionals with the fundamentals of class action litigation. Through case studies and group discussion, the course will also provide strategies for successfully defending and managing these unique lawsuits.

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

This course will teach methods for evaluating additional insured status under CGL policies and the distinction and interplay between additional insured status and carrier coverage obligations to insureds for contractual indemnity. Learn about various forms of additional insured endorsements and indemnity agreements and practical tips for negotiating and compromising shares in various contexts, including construction defect. The session will conclude with an interactive discussion and analysis for problem solving involving hypothetical claims.

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

<p> This course will address the fundamentals of Litigation Management with focus on how to make cost-effective decisions to achieve the best possible case resolution based on cost/benefit analysis. The course will cover the essential tools of litigation management: Hiring and Evaluation of Counsel, Litigation Procedures, Billing Guidelines, Issue Identification/Development; Litigation Plans; and Litigation Budgets. This will include use of case studies to demonstrate use of these tools. The course will be interactive with opportunity for questions &amp; answers.</p>

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

<p> Learn about all the services offered by jury consultants, including the pros and cons and relative cost of each. Determine the factors that should be taken into consideration when deciding whether to engage in jury research, and when to do it. Further, through videos from real cases and role playing activities, you will be able to see the types of things that can be learned before a jury is ever selected.</p>

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

This course will teach non-lawyers who regularly receive legal invoices to review a legal bill to insure the charges are reasonable, necessary and in accordance with the prescribed guidelines set forth by the carrier / client and what may have been previously agreed to in the litigation plan. The course will also discuss how to resolve issues when improper entries are found and still maintain a partnership-based relationship.

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

<p> This course will provide an overview of the litigation process. In addition to generally examining the various phases and processes of a lawsuit, the course will explain the terminology and vocabulary one encounters in litigation. The course will utilize case studies that will simultaneously provide examples of different litigation situations and serve as a discussion tool to address strategy issues and general questions. The course will be conducted by highly experienced litigation attorneys who are also very familiar with claims handling issues, and will be interactive with opportunity for questions &amp; answers.</p>

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

<p> This course serves as a follow-up to the Litigation 101 course, and explores more deeply the pleadings and motions that one often encounters in litigation. As part of providing a more detailed explanation of major pleadings and motions, the course will utilize case studies that will simultaneously provide examples of different pleadings and motions and serve as a discussion tool to explore different strategic and practical considerations involved with pleadings and motions. The course will be conducted by highly experienced litigation attorneys who are also very familiar with claims handling issues, and will be interactive with opportunity for questions &amp; answers.</p>

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

<p> This course serves as a follow-up to the Litigation 101 course, and provides an in-depth look at the discovery process. The course will utilize case studies that will examine the various different components of discovery (including e-discovery), discuss the benefits and costs associated with discovery, and will explore different strategic and practical considerations involved with different discovery tools. The course will be conducted by highly experienced litigation attorneys who are also very familiar with claims handling issues, and will be interactive with opportunity for questions &amp; answers.</p>

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

<p> This course serves as a follow-up to the Litigation 101 course, and provides a more detailed explanation of what happens during trial, including the preparation activities that immediately precede trial. This course will discuss the different components of the typical trial, and describe the different activities that counsel are involved with as they prepare for trial and as the trial progresses. The course will use case studies to provide practical examples of what happens during trial and serve as a discussion point to examine different various strategic and practical considerations claims adjusters and counsel may encounter as trial progresses. The course will be conducted by highly experienced litigation attorneys who are also very familiar with claims handling issues, and will be interactive with opportunity for questions &amp; answers.</p>

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

<p> Understanding the mediation process, selecting the right mediator and developing strategies are important decisions in the alternative dispute resolution process. As a claim professional, learn selection techniques, scheduling issues and preparation strategies for maximum impact for your mediation. Study classic triumphs and horror stories in mapping out your own road to success.</p>

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

This course will cover negotiation strategies and tactics. There will be discussion of negotiation tools such as bracketing, hi/low agreements, etc. In addition, it will include discussion of ADR including mediation, arbitration, mandatory settlement conferences, etc. This will include the use of case studies to demonstrate the practical application of negotiation strategies, tactics & tools. The course will be interactive with opportunity for questions & answers.

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

This is a hands-on, interactive course. First, participants will consider dynamics such as costs, exposures, external pressures, internal issues, time considerations, etc. Second, course participants will make real-time decisions in simulated multi-faceted negotiations. This course builds upon the negotiation skills learned during the CLM Negotiation Strategies course. Although the Negotiation Strategies course is not a prerequisite, Negotiation Strategies 2.0 assumes participants are familiar with the concepts presented in the first course.

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

Reserving rights is a critical aspect of claim handling and implicates a host of important considerations – including an insured’s potential right to independent counsel. This course provides a methodology for coverage issue identification and outlines steps to preserve insurance company rights to disclaim coverage for defense and/or indemnity. The program will explain the basic requirements for a proper "reservations of rights" letter, including necessary policy provisions and state-mandated language. Once rights are reserved, you will learn how to evaluate the insured’s right to independent counsel, what constitutes a "conflict," and the consequent obligations of counsel, carrier and the insured. The course will be interactive with opportunity for questions & answers.

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

<p> The proper selection, use and management of the expert witness can make or break your case, as well as your budget. This course will focus on the most common pitfalls that befall even experienced trial attorneys and claim professionals during the expert phase of litigation. Topics to be addressed include identifying when an expert is needed, criteria for selection, managing the expert&#39;s budget, communicating with the expert, privilege issues, preparing and defending the expert at deposition, effective use of the expert at trial and more.</p>

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Target audience: Adjusters, Claims and Risk Managers
Course Length: 2-3 hours
Adjuster CE awarded in: CA, DE, FL, GA, MS, MT, NC, NH, OK, TX, UT, WY

<p> This course will teach attendees how to use structured settlements to help get cases settled, including their use in evaluation and negotiation. Topics will include what structure settlements are, the applicable law &amp; tax regulations including the new Medicare Secondary Payer statute, and why, when and how to use structured settlements. The course will include discussion on introducing and presenting structured settlements in negotiation and pricing future benefit streams to determine present cash value. The course will include case studies to demonstrate the use of structured settlements. The course will be interactive with opportunity for questions &amp; answers.</p>

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Annual Conference

Save the date!
New Orleans: March 23-25, 2011

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