Your Guide to
CLM Annual Conference 2025

Texas AB
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Texas AB
Texas ABGain exclusive insights into the latest strategies and initiatives shaping the claims and litigation management landscape at this premier session on the main stage immediately following breakfast. Members of CLM's Litigation Management Task Force will present highlights from their sub-committees, covering cost management, professional skills development, and talent recruitment. Discover actionable principles, emerging trends, and innovative solutions to address industry challenges like legal cost control, skill-building in evolving litigation arenas, and attracting top talent. Don’t miss this session where members of the CLM Community serving on the Task Force explore how these efforts aim to elevate standards and drive meaningful change across the profession.

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Texas Prefunction
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Texas Prefunction
20 minute hot takes on trending topics in insurance and technology.

Discover how insurance professionals streamline claims management by analyzing legal trends, predicting outcomes, and strategizing effectively to better serve their clients. Attendees will learn how to analyze trends in claims performance (filings by competitor), find all active insurance cases (docket numbers, case numbers), and more!

Derek Siebert
‍Customer Success Manager
Trellis Law

Texas 4
Together, we'll explore IRL (in real life) the ethical considerations surrounding use of generative AI tools in the legal and claims fields. Attendees will learn that AI is here to stay in the legal world, is rapidly evolving, and offers significant value when used responsibly. While multiple ethical rules apply to AI tools, the core principle is that professionals must maintain the same ethical standards they have always followed. We will discuss how to evaluate and implement AI tools, what questions to ask, and how to create effective internal use policies to mitigate risks and ensure compliance.

Texas 4
Together, we'll explore IRL (in real life) the ethical considerations surrounding use of generative AI tools in the legal and claims fields. Attendees will learn that AI is here to stay in the legal world, is rapidly evolving, and offers significant value when used responsibly. While multiple ethical rules apply to AI tools, the core principle is that professionals must maintain the same ethical standards they have always followed. We will discuss how to evaluate and implement AI tools, what questions to ask, and how to create effective internal use policies to mitigate risks and ensure compliance.

Texas 4
While class action litigation can be daunting for insurers and corporations, these cases can be effectively defended and managed to minimize costs and achieve favorable outcomes. This roundtable will address strategies for defending class action lawsuits filed directly against insurers and managing cases filed against insureds. Attendees will gain a working knowledge of class action litigation and explore practical strategies for navigating these complex lawsuits. Lawyers, insurance professionals, and corporate officers seeking to enhance their understanding and approach to class actions will all benefit from attendance.

Texas 1
While class action litigation can be daunting for insurers and corporations, these cases can be effectively defended and managed to minimize costs and achieve favorable outcomes. This roundtable will address strategies for defending class action lawsuits filed directly against insurers and managing cases filed against insureds. Attendees will gain a working knowledge of class action litigation and explore practical strategies for navigating these complex lawsuits. Lawyers, insurance professionals, and corporate officers seeking to enhance their understanding and approach to class actions will all benefit from attendance.

Fort Worth 6-7
Collectively, this roundtable will examine the challenges in handling, litigating, and resolving Texas construction defect matters. The number of construction defect actions in Texas, including commercial, residential, school district, mixed-use properties, and homeowner association cases, has surged over the past five years, creating complex issues for claims handlers. Attendees will explore the current state of construction defect litigation in Texas and learn practical methods for case handling and claim resolution.

Today's jury verdicts are more erratic than ever, with venues once considered moderate or conservative now delivering unexpectedly high awards. Additionally, the ongoing difficulties in lawyer talent acquisition and retention, coupled with the rarity of trials, have resulted in a diminishing pool of defense attorneys capable of taking cases to trial. This session will explore these trends, predict future developments, and discuss how we can collaboratively establish effective litigation management practices and guidelines tailored to today’s climate. Panelists will engage in a frank discussion about what strategies are working well and where improvements can be made, ensuring attendees leave equipped to navigate the evolving challenges of litigation management.

Join this expert panel as they delve into the complexities of litigation funding, focusing on how to identify cases that may involve this financial mechanism. Panelists will discuss the reasons plaintiffs and their counsel utilize litigation funding, as well as its significant impact on the litigation process and resolutions. The panel will also address strategies for recognizing and combating the challenges posed by litigation funding, which often drives up the cost of defending claims. These cases typically do not settle easily and tend to remain unresolved longer, leading to increased expenses for all parties involved. This session aims to equip claims professionals with the knowledge and tools needed to navigate the implications of litigation funding effectively.

The growing technology and cyber risks impacting directors and officers (D&Os) are increasingly significant, particularly with the emergence of threats like artificial intelligence. The session will discuss how these risks have evolved and expanded in magnitude, affecting D&O liability exposure. Participants will learn how insurers and brokers are adapting D&O policies to address these emerging challenges. Participants will gain valuable knowledge on navigating the complex landscape of cyber and data breach regulations as they pertain to D&O liability, equipping professionals with tools to effectively assess and manage these evolving risks.

The growing technology and cyber risks impacting directors and officers (D&Os) are increasingly significant, particularly with the emergence of threats like artificial intelligence. The session will discuss how these risks have evolved and expanded in magnitude, affecting D&O liability exposure. Participants will learn how insurers and brokers are adapting D&O policies to address these emerging challenges. Participants will gain valuable knowledge on navigating the complex landscape of cyber and data breach regulations as they pertain to D&O liability, equipping professionals with tools to effectively assess and manage these evolving risks.

Emotionally intelligent leaders practice self-awareness, regulate their emotions, and connect empathetically with others, leading to improved accountability, communication, and relationships. By applying these principles, defense counsel and claims examiners can achieve impactful results, including shorter cycle times, decreased defense spending, and reduced indemnity costs. This interactive roundtable session will guide participants through the four components of emotional intelligence, demonstrate how to quantify its impact, and provide actionable strategies to enhance personal emotional intelligence. Ultimately, attendees will learn how to leverage these skills to strengthen relationships within their teams, with insured clients, and with outside counsel, fostering improved metrics across the board.

Safetyism, characterized by an increasing societal emphasis on minimizing harm and risk, has reshaped juror perceptions, attitudes, and expectations, leading them to prioritize perceived safety over traditional notions of personal responsibility. This session will explore the origins of safetyism, its psychological and social impacts on jury dynamics, and its specific implications for various civil cases, including personal injury and product liability claims. This presentation is especially relevant for claims professionals, as the trend of safetyism directly affects how claims are filed, evaluated, and settled. As jurors increasingly demand absolute safety, claims professionals must navigate heightened scrutiny regarding defendants' safety measures and prepare for trial outcomes that reflect these evolving biases.

The recent Supreme Court decision in Loper Bright Enterprises v. Raimondo, which overturned the Chevron Deference, significantly alters the regulatory landscape for federal agencies. With Chevron Deference no longer guiding courts to defer to agency expertise, companies may face increased litigation and regulatory uncertainty as courts now exercise independent judgment over agency interpretations of statutes. The session will discuss the implications for regulated industries and how the shift might influence claims management and defense strategies.

Let's untangle the challenges of interpreting what underwriters intended to cover when issuing insurance policies, particularly in relation to contractual obligations of the insured. Claims professionals will learn how an underwriter’s understanding of risk can clarify coverage issues, especially in cases where the insured is described as a sole practitioner but is actually a corporation or partnership. The roundtable also will explore the complexities of omnibus insureds and coverage disputes, focusing on how both surplus lines insurers and admitted carriers handle these issues. Attendees will gain practical insights into navigating coverage ambiguities and resolving related claims handling concerns.

Explore the complexities of fire losses in multi-story wood structures, addressing emerging trends and associated risks in this dynamic roundtable discussion. Experienced panelists will discuss various types of risks, inspection techniques, and strategies for identifying responsible parties in these complex claims. Participants will gain insights into the application of NFPA 241 standards, potential coverage issues, and subrogation opportunities specific to wood structures. The discussion will cover best practices for determining the origin and cause of fire losses, as well as handling challenges unique to multi-story wood buildings.

Explore recent case law and changes to standard forms that impact coverage for motor carriers and related parties under motor carrier liability policies. Participants will discuss key modifications, including driver exclusions, specified driver-only language, limitations on coverage for other motor carriers, claims by truck drivers, towing and storage charges, and cyber coverage. The session will provide a comprehensive review of significant coverage decisions involving motor carriers and omnibus insureds, equipping participants with up-to-date knowledge of industry trends and legal interpretations.

Join this engaging session to explore the complexities of wind and flood insurance policies. Attendees will gain insights into the nuances that often lead to disputes and potential fraud, including the critical FEMA 50% Rule and the reliability of weather reports in claim assessments. The discussion will also highlight common fraud angles, such as coverage limits and exclusions under flood policies. Lessons learned from this session will help effectively navigate and mitigate fraudulent claims. Equip yourself with the tools to tackle these challenges head-on!

As claims management evolves, the future belongs to those who can blend the speed of AI with the critical thinking of human experts. While AI is delivering real value today and offers immense potential, it isn’t infallible. Claims are complex and getting them right requires more than just automation. Without a Human-in-the-Loop (HITL) approach, AI systems can fall short – misinterpreting critical claims details, exposing organizations to legal risks, and delivering inaccurate outcomes for claimants.

This 20-minute session dives into the importance of maintaining human oversight in the claims process to ensure accuracy, mitigate compliance risks, and uphold trust. Explore how HITL safeguards against the pitfalls of fully automated AI systems supports claims professionals rather than replacing them and achieves better outcomes for claimants and organizations. Learn how HITL positions organizations to stay ahead in an evolving landscape and why the human touch is critical in making AI work for your organization – not against it.

Connor Atchison
‍Co-Founder & CEO
Wisedocs

In today's fast-paced claims industry, adjusters often find themselves on the front lines, facing challenges that can lead to significant stress and burnout. You don’t have to navigate this journey alone. Join this interactive roundtable where the presenters will explore the root causes of stress and burnout while providing practical tools to combat these challenges. Engage with fellow adjusters as you share insights, identify personal stressors, and master effective coping mechanisms that build resilience in both your professional and personal life. The presenters will also examine how stress and burnout impact workplace dynamics, addressing shared challenges faced by carriers and management. Don’t miss this opportunity to revitalize your energy, enhance job satisfaction, and prioritize your mental health as you thrive in your role as a claims professional.

Join this engaging roundtable session that explores the evolving landscape of automobile liability and coverage as autonomous vehicles (AVs) become increasingly commonplace. As a ""driverless ecosystem"" develops, involving original equipment manufacturers (OEMs), governing bodies, liability insurers, data security firms, and consumers, expectations surrounding liability will inevitably change. This session will examine how technological advances from OEMs will impact litigation, shifting the focus from individual negligence cases to high-stakes product liability lawsuits concerning design, manufacturing, or warning defects. As OEMs face greater exposure to lawsuits in the event of AV system failures resulting in personal injuries, insurers must adapt by securing defense attorneys with expertise in product liability. Attendees will gain valuable insights into the insurance liability implications of autonomous vehicles, including tort liability for drivers and insurers, coverage challenges, and the future hurdles facing the insurance industry in this rapidly changing environment.

In the high-stakes world of claims management, professionals often experience vicarious trauma, which can significantly impact mental health and well-being. This roundtable, featuring audience interaction, addresses these challenges and offers practical solutions. Attendees will explore the effects of vicarious trauma on claims adjusters and learn resilience-building techniques inspired by strategies used by first responders and military personnel. The session emphasizes accountability, support networks, and actionable self-care and team-care strategies to build resilience. Equip yourself with the tools to foster a healthier, more resilient work environment for yourself and your colleagues.

During the COVID-19 pandemic, many claims professionals worked remotely in environments not vetted by cybersecurity experts. Despite improvements in cybersecurity since then, data breaches continue, with individuals remaining the greatest source of compromise. Panelists will help claims professionals integrate safer cyber practices into their daily work, both in the field and at the office. Attendees will learn to recognize social engineering and malware tactics, implement data protection strategies, and use existing tools to enhance data security.

Terms like frivolous and fraudulent are often used when doubts arise about a claim or a plaintiff's honesty, but are all such claims truly fraudulent? This session will explore how to distinguish between dubious liability claims and provably fraudulent ones, in the bodily injury and casualty space, while discussing practical strategies that attorneys and claims professionals can employ to tackle these challenges effectively. Attendees will learn how to identify fraud, leverage proof effectively, and implement tactics that can discourage future fraudulent claims, ultimately saving time and resources in their claims management processes. This presentation aims to equip claims professionals with the knowledge and tools necessary to navigate the complexities of insurance fraud and to send the right message to the plaintiff’s bar.

This insightful roundtable session will explore the transformative rise of GenAI in the legal and insurance sectors, highlighting both the new opportunities and challenges it presents. While GenAI offers significant potential benefits, its unregulated use, particularly through open-source platforms, poses risks for law firms and insurance carriers alike. This presentation will delve into the economic implications of implementing GenAI tools, including their substantial costs and effects on traditional billing and profit models. The presenters will discuss essential topics such as ethical and privacy concerns, the need for collaboration between carriers and firms prior to GenAI usage, and the development of internal AI policies within law firms. Attendees will gain valuable insights into how GenAI can disrupt traditional practices, impact billing guidelines, and reshape litigation management, ensuring they are well-equipped to navigate this rapidly evolving landscape.

In recent years, the construction of multifamily and mixed-use properties has surged, driven by the Opportunity Zones Program's tax incentives. This growth has brought about an increase in complex construction litigation, presenting new challenges not seen in traditional construction defect cases. Through the roundtable discussion, explore cost-effective strategies for managing these cases and achieving favorable outcomes for insureds and carriers. Attendees also will gain insights into recurring issues in this area, based on recent trends and real-world experiences of the panelists.

Join this lively conversation addressing the current issues arising from AI use in legal practice, including its role in trials, evidence handling, and risk management. Drawing from guidelines developed by various entities, the presenters will share successful strategies, pitfalls to avoid, and areas requiring further development in leveraging this new technology. Participants will gain practical insights into developing, implementing, and coordinating guidelines for internal and partner use of AI in law firms and insurance carriers. The session highlights ways AI can both simplify and complicate work while emphasizing the critical importance of establishing and adhering to AI usage guidelines.

The rise of runaway verdicts over the past decade is a growing concern for claims professionals and litigators alike. This expert panel will define runaway verdicts, explore the factors driving their increase, and analyze notable cases from recent years. Attendees will gain valuable insights into recognizing the signs of potential runaway verdicts and practical strategies for mitigating risks. This session is a must-attend for anyone involved in litigation, offering essential knowledge for navigating this challenging trend and strengthening defense strategies.

Join this session for an engaging roundtable where presenters will conduct a mock mediation of a complex construction claim. Participants will actively engage in discussions surrounding critical issues such as liability, damages, insurance, and indemnification. The presenters will explore various negotiation strategies, including ripeness-promoting techniques, sequencing tactics, option identification, and the use of caucusing or shuttle diplomacy to enhance the mediation process. This interactive experience will highlight the importance of alternative dispute resolution as a vital tool for claims professionals to mitigate damages and expedite conflict resolution. Although many are familiar with mediation, this session will focus on specific strategies and techniques to effectively advance negotiations toward successful outcomes.

This roundtable discussion will explore the increasing impact of environmental factors on insurance claims, focusing on recent events such as ice storms in Texas, hurricanes in the Gulf states, and seawater damage along coastlines. Participants will delve into the complex debate between attributing damages to natural disasters versus construction defects, examining strategies for processing and classifying disputed claims. The session will provide an overview of rising environmental-based claims, offer insights on navigating these challenges, and discuss methods for differentiating between weather-related events and construction defects.

While AI offers significant benefits, the potential ramifications of its adoption and utilization require careful consideration. Join this informative roundtable session focused on the rapid integration of AI into claims management and the associated risks that are often overlooked. Presenters will relate a comprehensive overview of the known risks, including privacy concerns, cybersecurity threats, limitations of AI technology, and the importance of AI validation. Claims professionals, who specialize in risk assessment and management, will benefit from understanding these implications as part of their natural evaluation process. Attendees will receive a practical checklist to help navigate these critical questions and ensure informed decision-making when utilizing AI platforms

Are you grace under fire? Even the most seasoned professional can benefit from brushing up on the essential components of an effective crisis management plan. Learn how to develop and implement a comprehensive disaster response strategy, including risk assessment, team assignments, and communication protocols. Participants will gain valuable insights into preventing and managing crises effectively, ultimately improving their ability to respond to unexpected challenges. This knowledge will empower professionals to approach emergencies with confidence and ensure operational continuity for their companies.

Count down the 10 most costly and commonly repeated mistakes in insurance subrogation and how to avoid them. Presenters will discuss how these errors, often disguised as cost-saving measures, can lead to significant financial losses and missed recovery opportunities. The session will provide practical strategies for recognizing subrogation potential, avoiding common pitfalls, and maximizing recoveries. By highlighting best practices and techniques, attendees will gain valuable insights into optimizing their subrogation processes and meeting their duty to insureds in an increasingly competitive and demanding industry landscape.

Discover how sports legends like Shaquille O’Neal, Venus and Serena Williams, Wayne Gretzky, and Tiger Woods exemplify strategies that can transform claims handling and defense. Inspired by John Wooden's Pyramid of Success, this roundtable session explores key practices for achieving justice in the face of social inflation. Panelists will share actionable techniques for combating unjust awards and settlements, emphasizing effective approaches from prelitigation through trial. Attendees will gain fresh insights and practical tools to reinvigorate their work, applying the timeless principles of success to restore balance in the claims industry.

Wrangling top talent in claims and litigation management has become a rodeo of its own. From underwriting and risk management to legal complexities and expert witness dynamics, the challenges of hiring and retention demand a steady hand and sharp strategy. This panel of industry leaders will share proven techniques and innovative solutions to keep your workforce thriving. Attendees will leave with actionable tools to tame today’s recruiting and retention hurdles while connecting with peers who are riding out the same storm. Saddle up for a session that turns obstacles into opportunities!

Powered by: iMedview

The litigation landscape is evolving rapidly with the emergence of AI tools. Make time to attend this forward-thinking session on how AI is transforming deposition analysis and case strategy. Drawing from real-world examples and practical applications, this session will explore:

● How AI technology is revolutionizing transcript review and analysis
● Strategies for leveraging AI to identify key testimony patterns and inconsistencies
● Best practices for incorporating AI tools into existing litigation workflows
● Ethical considerations and quality control when using AI in legal practice

Attendees will gain practical insights into maximizing efficiency while maintaining the highest standards of legal practice. This session bridges the gap between traditional litigation techniques and cutting-edge technology, providing actionable takeaways for claims professionals and attorneys alike.20 minute hot takes on trending topics in insurance and technology.  Presenter and exact topic TBD.

Joe Stephens
‍Consulting Attorney and Legal AI Expert
Steno Agency, Inc

Join this roundtable to explore a dual-pronged approach to handling trucking and transportation accidents in the face of rising jury verdicts and settlements. The presenters will discuss the importance of early case evaluation, including assessing factors such as the plaintiff's attorney, venue, and potential aggravating circumstances like driver fatigue or distraction. Participants will gain insights into developing effective exit strategies based on thorough evaluations, with emphasis on timely assessments and updates leading up to trial. The session will equip claims professionals and defense attorneys with tools to strategically resolve cases and mitigate the risk of astronomical verdicts in trucking and transportation litigation.

This session will explore the transformative potential of artificial intelligence in healthcare along with the risk management and insurancy implications. Join this session to learn how AI can streamline clinical operations, aid in disease diagnosis, and relieve healthcare providers of routine tasks. The discussion will also address significant risks associated with AI implementation, including data privacy concerns, bias in algorithms, data quality issues, overreliance on AI systems, AI hallucinations, and regulatory challenges. Gain insights into how these risks can impact patient care and lead to new types of liability claims.

Insurers expect policyholders to provide truthful information, as failure to do so can lead to policies being voided or rescinded. However, simply proving a false answer or non-disclosure does not automatically result in rescission; policyholders often challenge the materiality of false answers and question whether insurers acted appropriately upon discovering discrepancies. This engaging roundtable session will highlight recent legal developments while offering best practices for handling these complex situations. Attendees will engage with hypothetical scenarios to discuss when and how policies may be voided, ensuring they stay informed about how courts interpret false answers and the implications for coverage and defense obligations. This session is essential for claims professionals who need to understand the nuances of underwriting files and their relevance in coverage litigation and policy enforcement efforts.

Explore common ethical dilemmas in claims handling and work together to discover practical solutions. Topics include situations where judges should recuse themselves, the duty of utmost good faith, unfair claims practices, and adherence to the code of ethics. The presenters also will highlight frequent ethical pitfalls in the claims and legal professions, sharing real-life examples from their experiences. Attendees will leave with actionable strategies for navigating these challenges in their own work.

The insurance defense marketplace is facing unprecedented talent challenges—can GenAI provide the solution? This expert panel will explore the declining interest in defense practice, morale issues, and the critical role clients play in ensuring a vibrant defense bar. Attendees will gain insights into how the relationship between carriers and outside counsel can be strengthened to navigate talent shortages, inflation, and technological advancements. With diverse perspectives and potential solutions on the table, this session is essential for claims professionals looking to ensure success in a rapidly changing landscape.

Join this engaging roundtable session where presenters will provide valuable insights on risk transfer strategies that can be utilized from pre-claim handling all the way through trial. They will begin with discussions on early motion practice, pre-suit risk transfer, and pre-suit negotiation, then carry the conversation through strategies to employ on the eve of trial and throughout the trial process. The presenters will share their experiences with eleventh-hour settlements, offering practical tips for resolving claims that are facing imminent trial dates. Attendees will be empowered to examine their most complicated construction claims and explore creative resolutions, even late in litigation, to avoid costly trials. This session will equip claims professionals with both pre-suit and unique litigation strategies, educating them on the risks and rewards of continuing resolution efforts up to and during trial to minimize costs and achieve favorable outcomes for insureds.

This dynamic roundtable session delves into effective claims and litigation strategies when mediation efforts fall short. Every claims professional has faced the challenge of a failed mediation, and this session will provide practical solutions, actionable takeaways, and innovative strategies to keep settlement negotiations on track. Presenters will focus on how to leverage critical information gained during mediation to advance your case and enhance your litigation approach. Participants will engage in discussions that promote collaboration and knowledge sharing, ensuring that they leave with valuable insights to navigate the complexities of post-mediation scenarios effectively.

With the rise in the prevalence of lithium-ion battery fires, what are the implications for claims professionals and attorneys? Participants in this session will gain a comprehensive understanding of lithium-ion battery functionality, failure patterns, and effective strategies for investigating and litigating related fire cases. The presenters will equip attendees with practical knowledge to navigate the complexities of lithium-ion battery incidents, from initial investigation to potential litigation.

Managing coverage towers has become increasingly complex as multiple partners enter and exit throughout the life of a claim. This roundtable session will explore the common causes of dissension within coverage towers and offer practical steps to keep all parties aligned and informed. With runaway jury verdicts driving up loss ratios, carriers are now more likely to create coverage towers across various lines of business, especially in casualty. Attendees will learn how the underlying carrier can effectively communicate from initial claim handling through to resolution, avoiding misunderstandings and preventing scapegoating.

Learn about the social, political, legal, and economic factors driving social inflation, including litigation funding, judicial hellholes, social media influence, and perceptions of corporate greed. The panel will discuss how the insurance industry is responding to these challenges, addressing critics' views and exploring the relationship between social inflation and runaway verdicts. This session will equip claims professionals with the tools to navigate and defend against the impacts of social inflation.

Explore how aggressive legal advertising through social media, commercials, and traditional media fuels runaway verdicts and drives up settlement values nationwide. This engaging roundtable examines how carriers are responding with coverage limitations and premium increases and offers effective strategies for mitigating these risks. Panelists will share practical approaches carriers and defense attorneys can use to manage escalating demands while protecting consumers and curbing premium hikes. Attendees will leave equipped with techniques to lower settlement values and combat runaway verdicts.

Confront the challenges reshaping claims and litigation management in today’s evolving insurance landscape. From the rise in high jury verdicts to the shrinking pool of talent, managing claims has become more demanding than ever. This expert panel dives into the obstacles claims and litigation management professionals face in defending cases and offers practical strategies to improve outcomes. Through open dialogue, panelists will tackle major industry issues, share solutions for collaborating with outside counsel, and provide actionable insights to navigate complexities effectively. Attendees will leave equipped with tools to address these pressing challenges and drive better results in a demanding environment.

As the insurance landscape continues to evolve, AI is revolutionizing claims management and litigation, enhancing efficiency, precision, and workflow optimization. This session will explore how AI-driven solutions streamline claims handling, from demand package assessment to workflow-based casualty management, enhancing the review process with precision and speed. Attendees will learn how AI elevates casualty and litigation management by providing actionable data and insights to adjusters and legal teams. Through real-world use cases, experts will demonstrate how AI helps organizations manage high volumes of claims, reduce manual tasks, and improve decision-making accuracy. Join us to discover how AI can create a streamlined, efficient claims process in today’s complex insurance environment.

Insurance fraud is not a victimless crime—it's a costly and complex issue affecting every part of the industry. This eye-opening roundtable will dive deep into real-world cases, uncovering the various forms of fraud, including disaster-related property damage scams, and exposing the individuals and entities behind them. Panelists will discuss the far-reaching consequences for all parties involved, offering insights from claimants, carriers, investigators, attorneys, and industry experts. Attendees will leave with actionable knowledge to identify red flags early, protect their companies, and enhance their claim handling while upholding ethical standards in the industry.

This lively roundtable discussion will explore how structured settlements can effectively assist with life care planning and manage rising claim costs. Participants will learn the advantages of structured settlements over lump-sum cash payments, including considerations for medical inflation and current tax rules. They will also gain valuable knowledge on recognizing cost-driving trends and accessing resources to facilitate successful claim settlements. Leave with knowledge of solutions and resources to help manage rising claim costs and facilitate settlements in an increasingly complex claims environment.

Powered by: ARCCA

Leveraging Unstructured Data and AI to Reduce Defense Costs and Improve Outcomes

Brief Description for the Presentation: Legal departments face increasing pressure to manage costs while driving better litigation outcomes. In this 20-minute session, discover how advanced litigation analytics are addressing these challenges by turning unstructured legal billing data into actionable insights. We’ll explore practical strategies for predicting case outcomes, optimizing legal spend, and reducing inefficiencies through the integration of AI. Learn how organizations are leveraging these tools to transform their litigation management practices, reduce costs, and gain a competitive edge in legal operations. Join us to see how these innovative solutions can benefit your legal department by enhancing efficiency and improving claims outcomes.

Trever Mertz
‍VP of Sales & Marketing
Milliman

Deep dive the critical role of forensic meteorology in weather-related property claims and litigation. Gain insights into when and how to effectively use forensic meteorologists in claim investigations, particularly for hail, wind, tornado, and hurricane claims. The session will also cover the growing importance of accurate weather data analysis in light of increasing storm intensities and the associated rise in property damage costs. By understanding the value and constraints of various weather data sources, claims professionals will be better equipped to make informed decisions on coverage, settlement, and litigation strategies.

A strong, connected, and prepared claims team is critical. During this dynamic roundtable session, attendees will learn new strategies for vetting and selecting experts, as well as the benefits of implementing a tactical plan in this process. The presenters will facilitate a discussion that explores various perspectives on team building, highlighting the priorities of claims professionals, outside counsel, litigation managers, and experts. Participants will engage in a lively exchange of experiences and best practices, allowing them to ask questions and share insights. The goal is to equip attendees with actionable information that enhances their decision-making when tackling complex cases in their offices, as well as the importance of courtroom preparedness and litigation strategies.

This engaging roundtable session will explore hot topics, trends, and the evolving landscape where cutting-edge products meet potential liability. As innovation accelerates, we face increasing challenges in ensuring consumer safety and navigating mass tort litigation. This discussion will delve into critical questions surrounding consumer rights, product safety, and corporate responsibility, particularly in the context of emerging claims related to both established products—like forever chemicals and paraquat—and newer innovations such as microplastics and alkaline water.

Carriers, independent adjusters, TPAs, risk managers, and defense counsel can enhance collaboration from day one of loss investigation through the litigation process by using communication and AI tools. This panel session focuses on creating cohesive defense plans, encouraging information sharing, addressing cases early, and effectively tendering claims. Attendees will explore strategies for managing claims from initial loss investigations to litigation, providing insights critical to every claims professional.

Explore innovative strategies for leveraging subrogation dollars to fund crucial technological advancements in claims management. Participants will learn how to identify and capitalize on both known and unknown subrogation opportunities. By examining real-world examples of successful subrogation initiatives, the session will demonstrate how organizations can gain a competitive advantage in the marketplace while offsetting the costs of implementing new claims management systems, injury tools, fraud detection technologies, and AI solutions. Participants will leave with actionable strategies to maximize subrogation recoveries and fund critical technological investments that drive bottom-line results.

Examine the challenges of managing unrealistic expectations from plaintiffs and their counsel during mediation, particularly in the post-pandemic landscape. Panelists will discuss the practices of large-volume firms that pre-mediate cases through internal committees, often setting rigid bottom-line settlement positions that impede negotiation. The roundtable also explores the rise of social inflation post-pandemic and its effect on inflated plaintiff expectations, as well as the challenges plaintiff’s counsel face in managing these expectations. Attendees will gain practical strategies to navigate these dynamics, with a focus on using mediation as an opportunity to recalibrate expectations and facilitate settlement. Topics include responding to internal pre-mediation processes, addressing social inflation’s impact, and driving successful mediation outcomes through proactive approaches.

Panelists will explore the unique complexities of handling catastrophic claims involving policyholders with substantial insurance coverage, whether under a single tower or multiple towers. In these scenarios, the risk of an excess verdict becomes a minor consideration, shifting the focus to the motivations, attitudes, and goals of key players, including the insured, the broker, plaintiff’s counsel, and both primary and excess claims professionals. Attendees will learn how these differing perspectives impact the length, course, and expectations associated with catastrophic claims. The panel session will also cover how to identify situations where these complexities typically arise and provide strategies to proactively address unique insurance coverage, indemnity, and settlement-related issues. The panel features experienced representatives from the broker and primary and excess insurer sides who will share practical strategies and real-world experiences from their diverse perspectives in the claims process.

As more retail and commercial structures are converted into residential units, what are the risks and challenges? This interactive session will examine the risks and challenges associated with these conversions, including legal considerations, insurance implications, and potential claims arising from adapting older structures to modern residential use. The discussion will cover early claim trends and lessons learned, providing attendees with a comprehensive understanding of how to evaluate and mitigate risks in repurposed construction projects from legal, brokerage, underwriting, claims, and forensic perspectives.

Learn tools to manage challenging plaintiffs in workers' compensation cases, addressing both pro se claimants and those with ineffective legal representation. Experts will discuss innovative approaches to keep claims progressing towards resolution while dealing with compliance issues, behavioral problems, threats, and malingering. The session will cover effective claim management techniques, including the strategic use of return-to-work programs to encourage full-duty releases and methods to protect insureds from additional claims by problematic employees. Attendees will gain insights into identifying patterns, implementing best practices, and developing solutions to keep difficult claims on track for resolution.

This session will examine a crane collapse case that resulted in a Nuclear Verdict®, analyzing the factors that led to the outsized award. Experts will discuss four key strategies to defuse juror anger, mitigate risk, and prevent Nuclear Verdicts® in similar high-stakes cases. Using a real-world example, the panelists will guide conversations around practical insights on red flags for claims professionals and counsel to consider, as well as steps to mitigate damages in these dangerous scenarios. Attendees will gain a deeper understanding of the psychology behind Nuclear Verdicts® and leave equipped with tools to address the underlying issues driving outsized jury awards across the country.

Join this discussion with senior claims executives to discuss critical mistakes made during litigation of management and professional liability claims that can lead to runaway verdicts. Presenters will provide insights into effective practices and procedures for early identification of high-risk cases and steps to prevent runaway verdicts throughout the claims handling process. This session will equip professionals in the management and professional liability space with practical tools to identify and manage cases with potential for runaway verdicts, ultimately improving outcomes and protecting against these extreme judgments.

Conflicts often arise from differing interpretations of policies, disputes over loss valuations, questions of liability, and delays. Join this interactive roundtable session focused on the critical role of conflict resolution in effective claims handling, from simple to highly complex claims. In this session, claims professionals will gain insights into proven conflict resolution strategies tailored specifically for claims management. By understanding and applying these techniques, attendees can address disputes early, preventing escalation and minimizing the costs associated with prolonged claims. Presenters will cover practical approaches for common conflict scenarios, including handling aggressive negotiations, dealing with non-responsive parties, and addressing ignored facts or incorrect data presented as facts. Participants will learn structured strategies that promote empathy, creative problem-solving, and fair settlements while fostering better communication and cooperation with policyholders.

Managing complex claims litigation can feel like navigating a challenging journey down the Yellow Brick Road—filled with obstacles at every turn. This engaging roundtable will explore the rising legal expenses, delayed trial timelines, and risks of runaway verdicts that defense teams face today. Collaboration between policyholders, defense counsel, and insurers is more crucial than ever to align strategies and achieve efficient, ethical resolutions. Presenters will discuss lessons learned, the role of technology in overcoming challenges, and how to avoid common pitfalls. Attendees will leave with actionable insights for managing complex cases, strengthening partnerships with outside counsel, and enhancing resolution rates.

Digital data, from surveillance cameras to biometric systems and GPS, plays an essential role in our daily lives, often in ways that aren’t immediately obvious. As a result, digital discovery for litigation has become more complex, with data often difficult to access due to incident damage, cyber spoilage attempts, or software issues like unusual storage formats or obsolete interfaces. This session will explore cyber forensics and demonstrate how the right expertise can uncover valuable insights, offering additional information critical to understanding key aspects of litigation.

This engaging roundtable session will feature four lightning-fast 15-minute intervals that cover critical issues in the litigation landscape: facial recognition technology, the weaponization of discovery, gait analysis, and litigation funding. Drawing inspiration from George Orwell’s “1984,” the presenters will explore whether the rise of facial recognition technology signals a move toward an Orwellian future of constant surveillance. They will also address how abusive discovery tactics have become the new norm, converting traditional fact-finding into a tactical tool with rampant abuses. In addition, attendees will learn how gait analysis can significantly impact trip and fall cases, revealing insights that can help claims professionals navigate these complex scenarios effectively.

Get ready to rewind the clock and party through the decades! Whether you’re preference is feeling groovy with the disco vibes and bold patterns of the ’70s, rocking neon colors and big hair in true ’80s style, or channeling the grunge, boy bands, and flannel of the ’90s, this networking cocktail party will leave you smiling. Connect with fellow professionals in a nostalgic, fun-filled atmosphere with heavy appetizers, cocktails and faux cocktails, and plenty of networking opportunities. Whatever your favorite decade, it’s going to be a blast from the past!

‍Powered by: Callahan & Fusco and Esquire

The Real Unreal boldly pushes forward into a new era of immersive art and storytelling. Follow the journey of an ordinary family who encounters the extraordinary through a mesmerizing, interactive Artscape. Featuring a massive collaboration between Texas and Santa Fe based artists, Meow Wolf Grapevine expands into a new era of art and storytelling.

Join fellow attendees on-site at the event hotel for a fun and colorful evening where you can tap into your artistic side. Whether you're a seasoned painter or a first-time dabbler, this guided experience with Paint the Town is perfect for everyone. Grab a drink from the cash bar, relax, and let your imagination flow as you create your masterpiece. Don’t miss this vibrant way to connect and unwind at the Annual Conference!

Grapevine has a history of the paranormal and what better way to hear the stories and see the locations than a walking tour? You’ll hear stories of hauntings, past and present, along with the history of the city. The Grapevine Ghosts Tour begins and ends at Grape Vine Springs Winery, with a complimentary glass of wine for each guest on the tour.

Sneak peek behind the scenes at Grape Vine Springs Winery!  See how it all happens and let the wine maker walk you through a journey of turning juice from the grape into your favorite wine. You will see all the equipment, learn the different processes it takes, discuss the vineyards and of course sample a couple of wines.  The tour includes a souvenir glass and two glasses of wine.

Texas AB

Texas AB
New York’s infamous Labor Law has fueled lawsuits using a strict liability standard, making the construction industry a prime target for personal injury litigation with plaintiff’s encouraged to inflate the nature and extent of their injuries and damages.  Construction costs have soared, carriers have exited the market, retention points have increased making NY one of the hardest places in the nation for construction companies.  Defense lawyers, builders and carriers work hard to root out suspect cases, all at a substantial cost, but the fraudulent cases have increased in volume fueled by a cottage industry of lawyers, unions, doctors, experts and more.  Tradesman filed a shocking RICO complaint based on the fraud, and ABC has exposed a series of fraudulent claims, both which have fueled awareness of the issue.  This session provides context to the investigation, discusses best practices for stakeholders facing a suspect claim, provides tools to attack and punch back, and avoid unnecessary costs and inflated settlements/verdicts.

Powered by: Ontellus & Intertel

Texas 2
This roundtable discussion will equip professionals with valuable insights into leveraging social media and smartphone data in personal injury cases. Participants will learn about additional sources of pre-litigation information that can provide negotiation leverage, including various types of social media posts, location data, and digital communications. The session will also cover best practices for navigating privacy concerns and authentication challenges when dealing with digital evidence in personal injury claims.

Grapevine 1
Understand the implications of the U.S. Department of Labor's new AI guidance and its potential impact on workplace practices. Released on October 16, 2024, this non-binding guidance could shape future enforcement actions, making it essential for employers and claims professionals to prepare. This roundtable dives into key aspects of the guideline, recent claims involving AI in employment decisions, and strategies to mitigate associated risks. Panelists, including a claims handler with firsthand experience managing AI-related claims, will share insights alongside attorneys addressing exposure, risk assessment, and emerging challenges in this evolving area.

Texas 3
Since the discovery of concrete cancer in hundreds of residential and commercial pools constructed starting in 2017, a multidistrict litigation panel has been managing over 100 related claims across first-party property, third-party general liability, and builder’s risk policies. Insurance professionals, attorneys, and construction experts continue to address the evolving challenges of this litigation while refining strategies to adjust and defend these claims. This session offers an in-depth analysis of the issues and tactics shaping this complex landscape.

Grapevine 3
Life care plans are increasingly used in personal injury litigation and are a significant driver of runaway verdicts. This roundtable explores strategies to counter exaggerated life care plans often prepared by underqualified experts. Panelists will use real case studies to demonstrate how to deconstruct inflated figures and achieve reasonable verdict awards. Attendees will learn to evaluate life care planner qualifications, challenge future care costs using plaintiff’s treatment providers, and address inflated damages through discovery and trial strategies. The session also will cover using motion practice to prepare cases for trial. Gain practical tools to assess future care costs and mitigate the risk of runaway verdicts.

Grapevine 5
Effective measurement and quantification of anti-fraud programs are crucial. This interactive session covers approaches to evaluating program quality, impact, and return on investment (ROI), while considering challenges such as balancing front-line goals with SIU objectives and compliance requirements. Key topics will include quantification methods for assessing quality through customer feedback, measuring impact via referral volumes and underwriting accuracy, and calculating ROI through loss mitigation and deterrence effects.

Texas 5
Following the Supreme Court’s decision to overturn the "Chevron Doctrine," eliminating judicial deference to administrative agency actions, this session analyzes the impact of the Loper decision. The ruling establishes that courts, not agencies, will decide questions of law, interpret statutory provisions, and determine the meaning of agency regulatory actions. Attendees will explore how this new methodology affects the consideration of Medicare's future interests in claims management.

Grapevine 4
Explore strategies to protect municipal employees from claims by utilizing official immunity, public duty doctrine, and qualified immunity to defeat claims at summary judgment. Participants will discuss how to invoke immunity effectively, meet the burden of proof, and implement defenses such as absolute and official immunity. The discussion will cover co-employee liability protections, the limitation of one cap per event, and the nuances of defending cases against municipal employees. Attendees will leave with a comprehensive understanding of how to evaluate cases, determine the applicability of caps, and ensure employees are in the zone of self-preservation before claims are filed.

Grapevine 2
Higher interest rates have made structured settlements a valuable tool in achieving fair resolutions. This session will explore how structured settlements can demonstrate the long-term value of an offer to plaintiffs and serve as an effective tax strategy. Panelists will discuss how defendants can demonstrate to plaintiffs the benefits while leveraging cooperation to reach equitable settlements. Attendees will gain insights into using structured settlements as a strategic advantage in negotiations.

Texas C
Navigating the complexities of large loss property claims requires understanding how multiple layers of insurance coverage interact. This panel will dissect a real-life loss scenario, breaking down the reporting process, responsibilities across coverage layers, and the ultimate costs associated with these claims. Experts will provide insights into coverage triggers, large loss procedures, and the critical role of reserving. Attendees will also gain a deeper understanding of how reinsurance fits into these complex claims, equipping them with the knowledge to manage similar situations effectively.

Texas 4
The roles of monitoring, defense, and coverage counsels are as different—and as entangled—as a three-ring circus. This critical roundtable dives into the often murky, ethically charged world of “monitoring counsel” in large loss claims involving both primary and excess insurance. Presenters will highlight the national issues surrounding monitoring counsel, an area rarely addressed by the courts, and dissect the confusion that arises when roles aren’t clearly defined. With excess insurers often hiring monitoring counsel without specifying whom they represent, ethical and practical challenges abound. Attendees will gain clarity on these distinct roles, including key insights on representation, confidentiality, and best practices for navigating this complex landscape.

Texas 1
Explore how AI has transformed litigation in insurance claims. Panelists will share real-world examples from transportation and General Liability (GL) claims, demonstrating how AI streamlines court record reviews, case outcome analyses, and assessments of judges, attorneys, and expert witnesses. They will highlight how AI identifies patterns and trends that enhance case strategy. The session also addresses ethical and regulatory challenges, including data ownership issues in public databases, which impact litigators and insurance companies. Drawing from extensive experience, the panel will illustrate AI’s role in trucking claims, showing how dash cams and black box data provide actionable insights for claims and litigation professionals.

Texas Prefunction
Powered by: Social Discovery

Texas Prefunction
Medical records are supposed to be the backbone of every claim, the final word on what’s real and what’s not. But anyone who’s been in this industry long enough knows—it’s not that simple. Mistakes happen. Information gets left out, misinterpreted, or manipulated. And now, AI is making its way into the process, bringing up a whole new set of ethical dilemmas.

In this lively, unfiltered conversation, a physician with deep expertise in medical ethics will break down what’s actually inside these records, why they aren’t always reliable, and how adjusters can protect themselves from bad data leading to bad decisions. We’ll discuss the fine line between due diligence and overreach, what records really tell us (and what they don’t), and how insurance professionals can avoid being misled—without slowing down the claims process.

We’ll also get into the uncomfortable reality: Most people reviewing these records don’t have a medical background.They’re expected to trust whatever gets put in front of them, even when red flags are staring them in the face. So, what’s the solution? How can adjusters ensure they’re getting the right records, the right way, without the headache?

This isn’t just another ethics talk—it’s a conversation that could change the way you think about medical records forever.20 minute hot takes on trending topics in insurance and technology.  Presenter and exact topic TBD.

Grapevine 4
The elimination of AOBs and statutory attorney fees in Florida has led to an overhaul of the state’s claim investigation standards and bad faith laws. In the wake of recent storms, these new laws have been tested in real-world scenarios. This roundtable will analyze the impact of new legislation on property insurance claims handling, including shortened timeframes, increased transparency, and amended bad faith laws. The discussion will cover practical challenges and best practices for avoiding bad faith exposure from the perspectives of claims professionals, SIU professionals, and litigators. While the focus will be on Florida law, many of the concepts and strategies discussed are applicable across the country.

Texas 3
Managing litigation costs is a shared responsibility—one that requires collaboration across carriers, defense counsel, and vendors. This dynamic roundtable will explore strategies to control legal spend through a cooperative approach, providing attendees with valuable tactics and tools developed by defense counsel, vendors, and their carrier counterparts. Through case studies and discussions, panelists will share insights on effective cost management practices. Attendees will leave with innovative ideas to strengthen partnerships with counsel and vendors, ensuring more efficient and cost-effective litigation processes.

Grapevine 3
In claims handling, an ounce of prevention is worth a pound of cure—yet even that might not be enough if critical mistakes are made early. Fatal errors often occur when claims professionals rush to close claims quickly and limit company exposure. This roundtable will discuss the top 10 mistakes made in the early stages of claim handling, exploring how to avoid them and why they matter. Attendees will learn to identify common errors that increase costs and limit legal defenses, as well as understand their impact on claims handling and litigation.

Grapevine 5
Explore the essentials of fire, arson, and fraud claims as they relate to insurance coverage during this roundtable discussion. Panelists will provide a comprehensive overview of insurance applications, policy interpretation, claims processes, and potential litigation. Attendees will learn to evaluate and examine insurance applications and policies for fraud and misrepresentation, navigate the claims and litigation process, and avoid common pitfalls. By the end, claims and litigation management professionals will be better equipped to manage these complex scenarios.

Texas 5
Emerging technologies and advanced evaluation techniques can transform claim-handling processes, leading to greater efficiency, better decisions, and reduced costs. Discover tools such as drones, rovers, 3D cameras, and LiDAR, as well as technologies like AI, image stitching, automatic damage detection, and floorplan generation. Participants will dicuss real-world case studies that showcase successful implementations of these technologies. Learn how to access and integrate these tools into workflows while collaborating with professionals and legal counsel to optimize claim-handling for faster and more effective results.

Texas 1
Cyberattacks, from supply chain vulnerabilities to ransomware, pose a financial threat greater than the cost of cyber coverage. These attacks can damage a company’s reputation, disrupt operations, and expose sensitive client data. Small businesses, in particular, can benefit from coverage that reduces the impact of a cyber event or prevents one altogether. This session will highlight emerging cyber threats and how threat actors exploit security gaps to deploy ransomware. Speakers will share real-world examples and practical steps to strengthen cybersecurity efforts.

Grapevine 1
This insightful session addresses the risks associated with construction in densely populated areas and its impact on adjacent buildings. The expert presenters will explore the causes and scope of third-party claims, addressing issues ranging from minor wall cracks to severe structural collapses. Attendees will learn about ground movement, soil displacement, and how various construction activities can affect nearby structures. The session will also cover effective risk assessment and mitigation strategies, including pre-construction surveys and vibration monitoring.

Texas 4
During this interactive roundtable, the presenters will explore the powerful role of asking questions in negotiation. They will uncover how strategic questioning can clarify information, build trust, and empower negotiators in complex insurance claims and litigation scenarios. Attendees will learn techniques to reveal hidden priorities, test the opposition’s strengths, and identify potential deception through thoughtful, well-timed inquiries. This session will highlight how effective questions not only keep negotiations on track but also foster creative, collaborative solutions that lead to better outcomes for all parties involved. A concluding Q&A session will allow for in-depth exploration of specific techniques and their application in various scenarios.

Texas C
Uncover the shady secrets of third-party litigation funding in this riveting session. Learn who these funders are, what drives their investments, and how their agreements influence medical treatment, case valuation, demands, and settlements. Panelists will examine the growing calls for regulation and explore the far-reaching consequences of litigation funding on the insurance industry. Despite these challenges, the industry will prevail! Attendees will gain actionable strategies to mitigate the negative effects of litigation funding through effective investigation, discovery, prelitigation planning, and litigation tactics.

Texas 2
Join experienced claims executives as they share valuable lessons from their prior legal careers. They will discuss challenges they faced, insights they wish they had gained earlier, and how these lessons shaped their success as claims leaders. Gain practical advice and real-world examples to elevate your claims management, litigation management, or legal practice. This session will inspire new and seasoned professionals to consider alternative strategies and refine their skills. Join the conversation to bridge the gap between experienced and emerging talent in the claims and legal field.