2012 GUIDE SYMPOSIUM REGISTRATION SYMPOSIUM. 4th Annual WIND REGIONAL. May 8, 2012 Hilton City Center Charlotte, NC

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1 Address Issues, Exchange Ideas, and Explore Solutions at the 2012 WIND Regional Symposium 4th Annual WIND REGIONAL SYMPOSIUM May 8, 2012 Hilton City Center Charlotte, NC A one-day seminar on the current issues affecting windstorm claims handling Bringing Windstorm Claims Industry Professionals Together Visit WIND at GUIDE SYMPOSIUM REGISTRATION

2 Don t Miss the WIND Regional Symposium May 8, am - 5 pm Hilton City Center Charlotte, NC Join professionals from all segments of the property insurance industry as they address the impact of the past hurricane seasons and important windstorm insurance claims issues. The Fourth Annual Windstorm Insurance Network Regional Symposium will provide an opportunity for professionals from many disciplines to discuss and educate themselves on a variety of subjects important to those engaged in windstorm insurance claims. The Symposium is designed to provide both a general session and breakout sessions for windstorm insurance professionals, including company claims managers and adjusters, independent and policyholder adjusters, attorneys, engineers, accountants, contractors, salvors, vendors, and other related professions in the windstorm claims insurance industry. Industry-related hot topics will be offered to give you a chance to earn valuable adjuster and attorney continuing education credits for multiple states, including sought after Ethics credits for many states. Breakout sessions will include important windstorm insurance claims hot topic issues, along with the latest Xactimate training, and the WIND Appraisal and WIND Umpire Certification Courses. Register today for this one-day educational seminar on the current issues affecting windstorm claims handling, in addition to earning CE credits and the opportunity to network with industry professionals! Address Issues, Exchange Ideas, and Explore Solutions at the 4th Annual WIND Regional Symposium Register online at or call

3 7:30am WIND Regional Symposium Program Registration 8:30-8:45am Welcome/About WIND 2012 WIND President, Tony McCarty, VP Claims, Florida Family Insurance 8:45-10:15am General Session/Keynote Speaker: Ken Futch Take Your Best Shot: Turning Situations into Opportunities A single moment. How you react. This is how lives are changed. Learn from Ken s astonishing true story of how he accidentally shot himself in the head and how it opened his mind! Hilarious, inspiring and motivating, it ll give you a (w)hole new outlook on life. In times of dramatic change, discover how you can position your self to maximize your opportunities. Find out what critical factors impact your success and identify the silver bullets that will help you Take Your Best Shot! 10:15-10:45am Networking Break 10:45am - 12pm Breakout Session #1 Offerings* Adjuster s Ethics Concurrent Causation Analysis: Separating Wind and Water Damage Following a Hurricane Understanding Building Damage from Hail and Wind Xactimate 27.3: The Sketch is Complete: Now what? Graphical Estimation Techniques 12-1pm Networking Lunch 1:15-3pm Breakout Session #2 Offerings* Deposition Rules of the Road: From Ignition to Cruise Control Xactimate 27.3: The Sketch is Complete: Now what? Graphical Estimation Techniques Understanding Building Damage from Hail and Wind WIND Appraiser Certification (double session class) WIND Umpire Certification (double session class) 3-3:15pm Networking Break 3:15-5pm Breakout Session #3 Offerings* Adjuster s Ethics Concurrent Causation Analysis: Separating Wind and Water Damage following a Hurricane Deposition Rules of the Road: From Ignition to Cruise Control WIND Appraiser Certification (double session class continued) WIND Umpire Certification (double session class continued) 5pm Conclusion *See the Breakout Session Page for complete details on class descriptions. Register online at or call

4 Continuing Education Offerings CE credits will be offered in both morning and afternoon time blocks. Here is a list of offerings at last year s Symposium for all general and break-out sessions. Although some of the workshops will differ, we will be requesting a total of 7 CEs/CLEs from each entity. Final approvals for this year s program will be posted on the Symposium CE page at We will be requesting certification from the following: Adjuster CEs (including Ethics where possible) Florida Georgia Kentucky Louisiana Mississippi North Carolina Texas Attorney CLEs (including Ethics where possible) Alabama Florida Georgia Louisiana Mississippi North Carolina South Carlina Texas Hotel Information Hotel Location Hilton Charlotte City Center 222 East Third Street Charlotte, NC Tel: Room rate For Monday, May 7, 2012 Rate: $159 + tax Reservations Call or book online at Group Code WIS Reservation Deadline Deadline is April 16, 2012 to receive group rate. Hilton Charlotte City Center the site of the 4th Annual WIND Regional Symposium. Register online at or call

5 Symposium Break Out Sessions Adjuster s Ethics The presenters will examine relevant North Carolina and South Carolina statutes and case law applicable to insurance company adjusters, independent adjusters, public adjusters, and others involved in handling property insurance claims. The presentation will focus on the shared ethical responsibilities of each perspective and highlight the differences. Topics will include recent developments, pending legislative changes, and the unauthorized practice of law. Faculty: Dan Kirchner Associated Claims Management (ACM); William Bill Wallis, Esquire, Butler Pappas; Tim Pegelow, Goodman-Gable-Gould Adjusters International Concurrent Causation Analysis: Separating Wind and Water Damage following a Hurricane The course centers around damage caused to property by multiple perils in light of litigation arising out of the Mass Tort Law Firm involvement. Post Hurricanes Katrina and Ike, litigation on claims involving multiple perils has increased significantly. This course offers direction for handling this type of claim from FNOL through litigation and eventual closure. Faculty: Tom Jefferies, RJMW Claims Services; Jack Halliwell, P.E., Halliwell Engineering Associates Deposition Rules of the Road: From Ignition to Cruise Control Depositions can be stressful for any deponent. This course will help reduce that stress through a discussion of practical pointers including certain Dos and Dont s for a successful deposition. Whether you have been deposed hundreds of times, or have never given a deposition, you will have an opportunity to learn and refresh your deposition skills. Faculty: Helen Alford, Esquire, Alford, Bolin, Dowdy LLC; Susan B. Harwood, Esquire, Boehm, Brown, Fischer, Harwood, Kelly & Scheihing, P.A.; Wayne Marks, Associated Claims Management Xactimate: The Sketch is Complete: Now what? Graphical Estimation Techniques Graphical estimation allows us to stay in Sketch and estimate very quickly! After getting that perfect diagram into Sketch, stay there and estimate right on the diagram. The speed and accuracy of Graphical Estimation is addictive, and even fun! From drywall, to carpet (using drop and roll method, even using waste from one room to another), to roofing, even framing the entire structure with just a couple clicks. We estimate in 3D, 2D, and floor plan views. Come learn the fun way to estimate, and save a ton of time in the process. Faculty: Chris Hatcher, AIC, Xactimate Certified Trainer, Top Adjuster Xactimate Training WIND Appraiser Certification (NOTE: This is a double-session workshop) After successful completion of this double-session workshop, the names of attendees will be listed on the WIND website for three years to confirm that they are a WIND Certified Appraiser. The first segment of the workshop will focus on ethics and professionalism. Current law in North Carolina and surrounding states in the southeast will be discussed in the second segment, and the third segment will address the various forms that can be utilized in the appraisal process. The workshop will conclude with an open discussion regarding strategies employed by appraisers to bring the appraisal to a successful conclusion. REQUIREMENTS: Space is limited to 75 registrants per session and advanced registration is mandatory for admission. Upon check-in at the conference, attendees will be provided with a certificate in the conference materials that must be presented for entrance to the workshop. NOTE: A WIND Certified Appraiser is one who has successfully completed the class offered by WIND, agrees to abide by the WIND Appraiser Code of Ethics and maintains his membership with WIND. Persons desiring to be listed on the WIND website as a WIND Certified Appraiser must submit a signed application that they have attended the class and that they will abide by the Appraiser Code of Ethics. A WIND Certified Appraiser s name will remain on the website for three years after his/her application is received. WIND membership is a requirement to be listed on the website. An application will be distributed at the conclusion of this class for all attendees. Faculty: Curtis Hutchens, Citizens Property Inc. Corporation; Jon Doan, Claims Consultants Group; Harrison Jones, Restoration Associates WIND Umpire Certification (NOTE: This is a double-session workshop) This workshop will provide the necessary certification to anyone who wishes to be included in the Windstorm Insurance Network Umpire Directory. The first segment will focus on ethics and professionalism as an umpire in the appraisal process. Case law from a number of southeastern jurisdictions, including North and South Carolina, will be discussed in the second segment. The third portion deals with the how-to of acting as an umpire and will include an open discussion of techniques. The final segment will address forms and awards. Please note: To be included in the 2012 WIND Umpire Directory, a separate application process and fee is required. Directory applications are due by June 1, To apply online for the 2012 WIND Umpire Directory, please visit Understanding Building Damage from Hail and Wind This seminar will focus on building damage/roof damage issues frequently encountered and debated after hail and windstorms. The presentation panel will include experienced professionals with firsthand experience in the evaluation of hail and wind effects. This presentation will provide professionals in our industry with practical knowledge regarding the most common issues in the industry today. Teaching style will be high energy and encourage questions and audience participation. Information covered will include basic and advanced topics intended to be useful for attendees with all experience levels. Faculty: Ken Gilvary, P.E., Haag Engineering; Tanya M. Brown, Ph.D., Insurance Institute for Business & Home Safety REQUIREMENTS: Space is limited to 75 registrants per session and advanced registration is mandatory for admission. Upon check-in at the conference, attendees will be provided with a certificate in the conference materials that must be presented for entrance to the workshop. Faculty: John Voelpel, Voelpel Claim Services; Janet Brown, Esquire, Boehm, Brown, Fischer, Harwood, Kelly & Scheihing, P.A.; Javier Delgado, Esquire., Merlin Law Group, P.A.; Wayne Taylor, Mozley, Finlayson & Loggins, LLP

6 4th Annual WIND Regional Symposium Registration May 8, am - 5 pm Hilton Charlotte City Center Charlotte, NC Register online at REGISTRANT INFORMATION (one form per registrant) First Name Last Name Badge Name Company/Organization Title Address City/State/Zip Phone Fax address required; registration confirmations are sent via . CONTINUING EDUCATION InFormation CE credits will be offered in both morning and afternoon time blocks. Here is a list of offerings at last year s Symposium for all general and break-out sessions. Although some of the workshops will differ, we will be requesting a total of 7 CEs/CLEs from each entity. Final approvals for this year s program will be posted on the Symposium CE page at We will be requesting certification from the following, including Ethics where possible: (Adjusters: Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Texas) (Attorneys: Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Texas) For CE-related inquires, contact the WIND CE Provider, AE21 Inc at or info@ae21.com. REGISTRATION FEES q Early: $125 (must register by April 16, 2012) q Regular: $150 q Walk-In: $200 PROFESSIONAL DESIGNATION (please check) q Accountant q Government q Agent q Independent Adjuster q Appraiser/Umpire q Insurance Company q Attorney q Public Adjuster q Consultant q Staff Adjuster q Contractor/Restoration q Underwriter q Engineer q Service Provider q Other Occupation How did you learn about the Symposium? (please check) q WIND member q Referral q q Internet Search q Website/Ad q Other WORKSHOP SELECTIONS Register early as many classes have size limitations. Breakout Session #1 q Adjuster s Ethics 10:45am - 12pm q Concurrent Causation Analysis 10:45am - 12pm q Understanding Building Damage 10:45am - 12pm q Xactimate 27.3: Sketch is Complete 10:45am - 12pm Breakout Session #2 q Depo Rules of the Road 1:15-3 pm q Xactimate 27.3: Sketch is Complete 1:15-3 pm q Understanding Building Damage 1:15-3 pm q Appraiser Certification (Double Session) 1:15-5 pm q Umpire Certification (Double Session) 1:15-5 pm Breakout Session #3 q Adjuster s Ethics q Concurrent Causation Analysis q Depo Rules of the Road q Appraiser Certification (continued) q Umpire Certification (continued) 3:15-5 pm 3:15-5 pm 3:15-5 pm 1:15-5 pm 1:15-5 pm HOTEL Information Hilton Charlotte City Center 222 East Third Street Charlotte, NC Tel: Reservations: Group hotel rooms available on Monday, May 7, 2012 at block rate of $159 + tax. Call or visit for online booking. Deadline is April 16, 2012 for group rate. Mention WIND for rate. Payment AND MAILING Information q Total Payment q Check (payable to Windstorm Insurance Network, Inc., Tax ID # ) Check payments must be received by April 16, q Mastercard q Visa q AMEX Card Exp. Date Auth. Code Billing Address Name Signature Mail forms and payment to: 2012 WIND Regional Symposium c/o Meeting Management Group N 56th Street Tampa, FL Fax: (credit cards only) FOR MORE INFORMATION Contact WIND s meeting planner at or meetingplanner@windnetwork.com. Visit Register online at or call

7 4th Annual Windstorm Insurance Network Regional Symposium May 8, am - 5 pm Hilton City Center Charlotte, NC WIND Symposium 2012 Sponsorships Increase Your Company s Visibility at the WIND Regional Symposium. Sign Up for a Sponsorship Today! Complete this form or sign up online at Logo Sponsors ($250) Company logo on conference signage Company name in conference materials Silver Sponsors ($500) Company logo in conference materials Company logo on conference signage Company name/link on website Pre/post event full contact list roster One free event registration Gold Sponsors ($1,500) Company logo in conference materials Company logo on conference signage Company name/link on website Company banner in General Session Area Pre/post event full contact list roster Three free event registrations Table top area to display company materials (six-foot table in preconference area only, no trade show booths, maximum 10 Gold Sponsorships/tables) Contact Information Select A Sponsorship r Logo Sponsorship, $250 r Silver Sponsorship, $500 r Gold Sponsorship, $1,500 Payment Information r Check (Tax ID # ) r Mastercard r Visa r AMEX Number Exp. Date Auth. Code Billing Address Name Mailing Information Paying by credit card? Fax form to Checks must be received with application. Send check payments to 2012 WIND Regional Symposium c/o Meeting Management Group North 56th Street Tampa, FL Company Name Address City/State/Zip Phone Fax Company Website Co. Attending Representative Attending Representative Attending Representative Sponsors: All logos must be ed in jpg. or giff. formats to meetingplanner@windnetwork.com. Gold Sponsors: Please ship your company banner to MMG at the address above no later than April 16, 2012 with a pre-paid label for return shipping. WIND is not responsible for lost or mishandled banner signs. Questions? Please contact WIND s meeting planner, MMG, at or meetingplanner@windnetwork.com. Thanks for your support of the 4th Annual WIND Regional Symposium!

8 Thanks to Our Current Sponsors Gold Sponsors Silver Sponsors Become a Sponsor Today at Questions? Please contact WIND s meeting planner, MMG, at or meetingplanner@windnetwork.com

9 Windstorm Insurance Network, Inc. The Educational Association for Windstorm Claims Industry Professionals ggg About the Windstorm Insurance Network, Inc. The Windstorm Insurance Network, Inc. (WIND) is the first educational member association devoted solely to dealing with windstorm insurance claims issues of interest to insurance practitioners. WIND was incorporated in 1999 with the goal to help professionals familiarize themselves with critical issues related to wind insurance claims and to remain current and knowledgeable on developments and trends in this ever-changing industry. WIND s mission is to offer industry insight and education for individuals and groups interested and employed in the windstorm-insurance-claims industry. Members come from across the United States and represent various companies and professional interests in the property and windstorm insurance industry. Educating and Informing the Industry WIND originated from the perceived need for education and training in dealing with insurance issues arising from Florida s hurricanes. From that initial concern, the idea grew to create an educational organization to address similar interests shared by other industry practitioners. The targeted group includes those responsible for adjusting, sales, marketing, and underwriting of windstorm coverages, as well those persons whose employment and professional responsibilities are directed toward windstorm insurance issues. In its inaugural year, WIND s Board of Directors consisted of 14 officers and board members from a diverse list of professional backgrounds in the insurance company, accounting, adjusting, agency, engineering, legal, reinsurance, residual market, and scientific communities. WIND s membership consisted of more than 200 professionals. As WIND developed, the idea grew and evolved into offering a first-class conference to educate insurance professionals from all professional representations. Bringing Windstorm Claims Professionals Together The inaugural Windstorm Insurance Conference was held in February 2000 in Orlando. Offering a line-up of keynote speakers, professional development workshops, continuing education credits, evening receptions, a vendor trade show, and golf tournament, the conference drew nearly 400 professionals. From the outcome of the first WIND conference, it was evident that there was a clear demand for a discussion forum to address windstorm insurance issues from a variety of industry perspectives. In 2003, the WIND Umpire Directory and WIND Umpire Certification Program were launched. Recognizing an industry need for a compilation of competent umpires in insurance appraisal matters, the umpire directory was introduced at the 2004 annual conference. The certification program, which is mandatory for WIND umpire directory applicants, has been taught to hundreds of professionals since the first class in As all umpires must adhere to important guidelines, a code of ethics written and adopted by WIND, and frequent certification renewal, the WIND Umpire Directory and WIND Umpire Certification Program have quickly become an invaluable tool for professionals. In 2012, WIND has launched the WIND Appraiser Certification Program, the WIND Certified Appraiser designation, and approved the WIND Code of Ethics in Insurance Appraisals. Advancing Members Knowledge Through Education, Networking, and Professionalism Today, WIND boasts a sizeable membership with more than 1,000 professionals from across the nation and an impressive group of officers and board members. The annual Windstorm Insurance Conference attracts more than 1,000 attendees from across the United States, Canada, Germany, and Great Britain for three days of professional development, continuing education, and networking opportunities. Now in its second decade, long-range planning goals have been put into place to continue to grow and foster WIND as a premier educational association for windstorm insurance claims professionals. Windstorm Insurance Network, Inc Langley Avenue, Suite 203 Pensacola, FL Phone: Fax: info@windnetwork.com Visit WIND online

10 Bringing Windstorm Claims Industry Professionals Together 2929 Langley Avenue, Suite 203 Pensacola, FL Phone: Fax: Visit WIND online