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Diane Swerling, SPPA, passes president’s badge to Jeff Gould, CPA

BULLETIN Nat ional Associat ion of Publ ic Insurance Adjusters Summer / Fa l l 2 0 1 7

PRESIDENT’S MESSAGE

Jeffrey B. Gould, CPA, American Claims Manage-ment Services

My family has been a member of NAPIA ever since its founding in 1951. I am incredibly honored to be elected president of this great organization and to follow in the footsteps of the many past leaders who have elevated our association and our profession to where we are today. Our Annual Meeting and elections in San Antonio were very well attended, and I hope everyone enjoyed the social functions and learned as much from the educa-tion program as I did.

I have tough shoes to fill as my predecessor, Diane Swerling, was a fantastic president overseeing a successful and productive year with new initiatives such as the quick strike teams, new budget controls and other processes that have made NAPIA more efficient and productive. Her single greatest accomplishment may have been leading the search committee to bring NAIC consultant, Ann Froh-man, to NAPIA. This has already produced significant results. Due to Ann’s stellar reputation across the country and in all aspects of the insurance industry, NAPIA has been invited and welcomed into conference rooms long thought off limits. Ann, NAPIA Counsel Brian Goodman and I traveled to Washington, DC to discuss FEMA’s (NFIP’s)

perception of public adjusters and jointly work on ways public adjust-ers can be a partner in helping flood victims after a catastrophe. At this meeting I was invited by NFIP attendees to join a commit-tee being formed to improve the customer experience in the claims process. I’ve already been inter-viewed by FEMA’s consultants and hope to improve opportunities for public adjusters and bring aware-ness of, and solutions to, the unauthorized practice of public adjusting (UPPA) to the program.

We also traveled to Chicago to present to the Property Casualty Institute’s fraud committee on the dangers of UPPA and assignment of benefits to the policyholders, carriers and everyone involved in first party claims. Our presentation was well received and just the be-ginning of an ongoing relationship in which we expect to work together on issues affecting the industry.

The three of us, along with newly elected Secretary Chris Aldrich, attended the NAIC conference in Philadelphia where we met with regulators from several states, the public adjuster working group, and

other trade associations where we continue to spread the word and raise awareness on the problem of UPPA. I also attended the Co-alition Against Insurance Fraud Mid-Year conference in Baltimore.

I assumed the summer would be quiet with state legislatures out of session; however, the leader-ship has already been involved in issues in Indiana and Florida, and hurricane season has been any-thing but quiet. Our public relations committee and association staff have been busy promoting NAPIA and public adjusting with claims tips, public service announcements and an increased presence on social media. Brian, Ann and I have also been monitoring the media for any unfavorable and false press about public adjusting and responding when necessary.

Now that fall is here, I recommend registering for the 2017 First Party Claims Conference (FPCC) on October 16-18 in Warwick, RI, as well as the NAPIA Mid-Year Meet-ing to take place November 30 to December 2 in New Orleans, LA. Having attended each FPCC since its inception, I can say it’s the best continuing education for the money and an opportunity for 15 CE credits in less than three days. This year’s Mid-Year Meeting will have more unique and exciting social events as several local firms plan a special welcome.

On behalf of the officers, direc-tors, committees and staff, we look forward to representing you this year and encourage you to let us know of any concerns in your home states.

Jackson Square, New Orleans, LA NAPIA TO HOLD MID-YEAR MEETING IN THE BIG EASY

New Orleans is the site of the November 30-December 2, 2017 Mid-Year Meeting. It happens at the Ritz Carlton Hotel in the French Quarter. The conference agenda offers several unique networking events along with education that qualifies for five continuing edu-cation credits in nineteen states. Member registration includes all education sessions, breakfasts, breaks, Thursday's reception and dinner at the Brown Mansion, Friday’s luncheon reception at Arnaud’s, and Friday night's Per-son of the Year Award reception. Registration for non-members includes all education sessions, breakfasts and breaks.

To learn more about the NAPIA Mid-Year Meeting, click here.

NEW & PENDING MEMBERS

New PA Firms

Allgood Adjustments, Inc. Kennesaw, GA (R) Mathew Mulholland

Miller Public Adjusters Appleton, WI (R) David Miller

Strategic Claims Atlanta, GA (R) Brandon Lewis

Daylight Adjusting, Inc. Chicago, IL (R) Mateusz Kondart Pending PA Firms

David A. Lee, Public Adjuster Weatherford, TX (R) David Lee

Haden Claims Keller, TX (R) Brian Haden

Mark Weeks, Public Adjuster Wichita Falls, TX (R) Mark Weeks

YPA Public Adjusters Willow Park, TX (R) Roy Young

The Fair Claims Group Inc. Manassas, VA (R) Ed Walsh

Contender Claims Consultants Coral Gables, FL (R) Guillermo Saavedra

Maxim Public Adjusters Bandera, TX (R) Chris Lackey

New Affiliate Members

John Houghtaling, Esq. Gauthier Houghtaling Metairie, LA

Max Messinger, Esq. Kanner & Pintaluga, P.A. Boca Raton, FL

OFFICERS

PRESIDENT Jeff Gould, CPA

FIRST VICE PRESIDENT Greg Raab

SECOND VICE PRESIDENT Jeff O’Connor, SPPA

THIRD VICE PRESIDENT Jodie Papa

FOURTH VICE PRESIDENT Anita Taff

TREASURER Clay Morrison, CPPA

SECRETARY Chris Aldridge

DIRECTORS

Ray Altieri, III

R. Scott deLuise, SPPA Karl Denison, CPPA

Ron Harsch Robert Joslin, CPPA

John Marini

Clay Morrison, CPPA

Justin Skipton

Diane Swerling, SPPA Matt Thannisch

Rick Tutwiler, P.C.L.S.

Alice Young, SPPA

COUNSEL

Brian Goodman, Esq. One South Street, Suite 2600

Baltimore, MD 21202 P 410- 752-6030 F 410- 539-1269

[email protected] www.kramonandgraham.com

EXECUTIVE DIRECTOR

David Barrack 21165 Whitfield Place, #105

Potomac Falls, VA 20165 P 703-433-9217 F 703-433-0369

[email protected] www.napia.com

STAFF

Heidi Renner Membership & Communications

Enid Palazzolo Accounting Services

OFFICERS








DIRECTORS

Ray Altieri, III



John Marini

Clay Morrison, CPPA

Justin Skipton



Alice Young, SPPA

COUNSEL


Baltimore, MD 21202 P 410- 752-6030 F 410- 539-1269


EXECUTIVE DIRECTOR



[email protected]

OFFICERS








DIRECTORS

Ray Altieri, III



John Marini

Clay Morrison, CPPA

Justin Skipton



Alice Young, SPPA

COUNSEL


Baltimore, MD 21202 P 410- 752-6030 F 410- 539-1269


EXECUTIVE DIRECTOR




STAFF



OFFICERS








DIRECTORS

Ray Altieri, III



John Marini

Clay Morrison, CPPA

Justin Skipton



Alice Young, SPPA

COUNSEL


Baltimore, MD 21202 P 410- 752-6030 F 410- 539-1269


EXECUTIVE DIRECTOR




STAFF


OFFICERS







SECRETARY Chris Aldrich

DIRECTORS

Ray Altieri, III



Andrew Knox

John Marini

Justin Skipton



Alice Young, SPPA

COUNSEL


Baltimore, MD 21202 P 410- 752-6030 F 410- 539-1269


EXECUTIVE DIRECTOR




STAFF



MANAGEMENT FIRM

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2017 ANNUAL MEETING ATTRACTS TEXAS-SIZED GATHERING

Nearly a hundred and forty NAPIA members and guests attended the 2017 Annual Meeting at La Cantera Resort & Spa in San Antonio, TX. The event included seminars, social activities, a golf tournament, spouse programs and a special one-day seminar registration to allow Texas PAs to obtain three continuing education credits.

Education and business featured at the 2017 Annual Meeting

Convention highlights included three mornings of professional education worth a total of seven CE credits for public adjusters in nineteen states, election of NAPIA officers and directors, and the in-stallation of this year’s president, Jeffrey Gould, CPA of American Claims Management Services in Baltimore, MD.

Attendees enjoy opening social event

The post-convention survey con-firmed that all were happy with the property as well as the San Antonio area. All were also complimentary of the social events and other net-working opportunities. Special kudos to new NAPIA first lady, Ruth Gould, for her master of ceremon-ies performance at the banquet.

COUNSEL’S

CORNER

Brian S. Goodman, Esq.

It has been a hectic few months since the NAPIA Annual Meeting. After a successful convention we have been able to continue our progress in combating the perva-sive UPPA problem. Through the efforts of our NAIC liaison Ann Frohman, NAPIA President Jeff Gould and I have been able to travel to Chicago to address the Property and Casualty Insurers of America, a large and important carrier trade association, regard-ing this issue. The more we make the carriers aware of this problem and get them to agree to help eradicate it, the better. To that end, the legislature of Rhode Island passed a statute making it illegal for an insurance company to adjust a property loss with an unlicensed individual or entity. This is a major first step for getting carriers to stop fostering the practice of UPPA. Ann Frohman led some impress-ive meetings with me, Jeff Gould, NAPIA Secretary Chris Aldrich and various regulators in attendance at the recent NAIC meeting in Phila-delphia. We continue to work with the regulators, especially those on the NAIC Public Adjusters Working Group, to promote awareness of and prevent the illegal practice of UPPA. Perhaps most importantly, the Texas Court of Appeals recently certified a class of aggrieved plain-tiffs victimized by an unlicensed company illegally practicing public adjusting, confirming what NAPIA did in the Reyelts case and empha-sizing the legal requirement of licensed public adjusters to help a consumer in the first party

property loss arena. The court cited, on numerous occasions, the amicus curiae brief that we wrote in Reyelts. NAPIA remains vigilant, and we are making progress, slowly but surely, on this difficult and impor-tant issue.

DONATE TO THE WILL GOODMAN FOUNDATION AND THE PAUL CORDISH

MEMORIAL FOUNDATION IN MEMORY OF A COLLEAGUE

OR FAMILY MEMBER Named after William Goodman, the first president and founding father of NAPIA, the Will Good-man Foundation was created to serve as a resource for public adjuster education and training. The Paul Cordish Memorial Foundation was established in memory of NAPIA Executive Director and Counsel Paul L. Cordish, Esq. The Foundation funds an award for students at the University of Maryland School of Law who compete in a writing competition addressing matters related to public adjusting. Contributions made to either fund in the name of a loved one or colleague will be acknowledged with a letter to the deceased’s family. Donations are tax deduc-tible and are restricted for use as noted above. Checks are payable to the Will Goodman Foundation or the Paul Cordish Memorial Foundation and can be mailed to:

NAPIA 21165 Whitfield Place, #105

Potomac Falls, VA 20165 To make a donation by credit card, contact NAPIA at 703-433-9217 or [email protected].


2017 NAPIA ANNUAL MEETING SPONSORS AND EXHIBITORS

Claimside

ClaimWizard

Continental Machinery Company

Gravely & Pearson

Insurance Appraisal and Umpire Association

Kramon & Graham

Lerner, Arnold & Winston

Merlin Law Group

Raizner Slania

Texas Association of Public Insurance Adjusters

The Drying Team

United Policyholders

Wilkofsky, Friedman, Karel & Cummins

Williams & Gumbiner

HAVE YOU LOGGED IN TO THE NAPIA WEBSITE?

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Update your individual and company details in the directory

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To log in go to www.napia.com and enter your username and password in the top right corner. If you forgot your password, you will need to create a new one.

To create a password, click “For-got your password?” Enter your email address and click “Retrieve Username and Password.” You will receive an email with your username and a temporary password. Be sure to reset your password after logging in. The temporary password will expire in two days.

FUTURE MEETING SITES & DATES

FIRST PARTY CLAIMS CONFERENCE Crowne Plaza Hotel Warwick, RI October 16-18, 2017

MID-YEAR MEETING Ritz Carlton Hotel New Orleans New Orleans, LA Nov. 30 – Dec. 2, 2017

FPCC WEST Marina Del Rey Hotel Marina del Ray, CA March 20-21, 2018

ANNUAL MEETING The Hotel Hershey Hershey, PA June 13-16, 2018

MID-YEAR MEETING Westin Savannah Resort & Spa Savannah, GA Nov. 29 – Dec. 1, 2018

NEW BOARD ELECTED IN JUNE

NAPIA elected new leadership at its 2017 Annual Meeting at La Cantera Resort & Spa in San Antonio, TX. The new board was installed during the banquet on June 23.

Selected as president was Jeffrey B. Gould, CPA, Vice President, American Claims Management Services in Baltimore, MD. He follows outgoing president Diane Swerling, SPPA of Swerling Milton Winnick Public Insurance Adjust-ers, Inc. in Wellesley Hills, MA

Since becoming active in NAPIA, Gould has served on numerous committees and has participated as a director and officer. As pre-sident, he has pledged to be fully engaged in all facets of the association and endeavor to represent NAPIA at all public adjuster related events over the coming year.

"I am incredibly honored to be elected president of this great organization and to follow in the footsteps of the many leaders that have elevated our association and our profession to where we are today," said Gould at the June induction ceremony. Others elected during the 2017 Annual Meeting to one-year terms as an officer were:

1st Vice President Greg Raab,

Adjusters International, Utica, NY

2nd Vice President Jeff O’Connor,

SPPA, Alex N. Sill Company,

Indianapolis, IN

3rd Vice President Jodie Papa,

National Fire Adjustment Com-

pany, Inc., Amherst, NY

4th Vice President Anita Taff, Taff

Claims Services, Inc., Marietta, GA

Treasurer Clay Morrison, CPPA,

Morrison & Morrison, Inc., League

City, TX

Secretary Chris Aldrich, Andrew K.

Knox & Company, Toms River, NJ

Newly elected directors are:

Ray Altieri III, Altieri Transco American Claims, Tampa, FL

Andrew Knox, Andrew K. Knox & Company, Toms River, NJ

Diane Swerling, SPPA, Swerling Milton Winnick Public Insurance Adjusters, Wellesley Hills, MA

Matt Thannisch, Beneke Adjust-ers International, Austin, TX

Alice Young, SPPA, Brown-O’Haver Public Adjusters, Moore, OK

Directors with ongoing terms are:

Scott deLuise, SPPA, Adjusters International/Matrix Business Consulting, Denver, CO

Continued on page 8

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Constitution & By-Laws

Jeff O’Connor, SPPA, OIC Steve Figlin, SPPA, FPPA, Chair

Les Knox, SPPA Jan deLuise Kevin Kaufmann, SPPA Ron Papa, SPPA Matt Thannisch Rick Tutwiler, P.C.L.S. Ron Harsch, CPPA

Convention Greg Raab, OIC Randy Goodman, SPPA, Chair Tim Woodard Jeff Raizner, Esq. Andrew Knox Brian Horowitz Steve Vanuga

Ethics Chris Aldrich, OIC Wes Baldwin, Chair Craig Kobel Ken Crown, SPPA Greg DeGennaro Alice Young, SPPA Rolf Eidbo Jahn Miller, SPPA Jesse Sipe Josh Mallin, Esq.

Executive Jeff Gould, CPA, OIC Jeff Gould, CPA, Chair Greg Raab Jeff O’Connor, SPPA Jodie Papa Anita Taff Clay Morrison Chris Aldrich Finance, Budget & Auditing

Clay Morrison, CPPA, OIC Drew Lucurell, Esq., SPPA, Chair Greg Raab Kalon deLuise, CPA Ken Crown, SPPA Jeff Gould, CPA Matt Thannisch Ron Harsch, CPPA

Grievance Anita Taff, OIC Wes Baldwin, Chair Les Knox, SPPA Steve Figlin, SPPA, FPPA Rolf Eidbo Judith Vickers, SPPA Michael Fried Jahn Miller, SPPA Ron Papa, SPPA Ron Reitz, SPPA Kelli Rogers

Legal Jeff Gould, CPA, OIC Greg Raab, Chair Matt Blumkin Steve Figlin, SPPA, FPPA Denise Sze, Esq. Josh Mallin, Esq. Peter Ridulfo, CPIA Frank Winston, Esq. Matt Thannisch Dave Young, SPPA

Legislative Greg Raab, OIC Jeff Gould, CPA, Chair William Cox Wes Baldwin Rolf Eidbo Robert Joslin, CPPA Les Knox, SPPA Denise Sze, Esq. Ron Reitz, SPPA Alice Young, SPPA Jim Beneke, SPPA

Long Range Planning Jeff Gould, CPA, OIC Greg Raab, Chair

Jeff O'Connor, SPPA Jodie Papa Anita Taff Clay Morrison, CPPA Chris Aldrich

Marketing & Public Relations Chris Aldrich, OIC Justin Skipton, Chair Blair Beneke William Cox Ned Eliason TJ Niland Craig Kobel Judith Vickers, SPPA Alice Young, SPPA Greg Raab John Marini

Membership & Recruitment Jodie Papa, OIC Rick Tutwiler, Chair Chris Aldrich Justin Skipton Zack Forrest Lon Pitre, CPCU, SPPA, AIC Ray Altieri III Jesse Sipe Jan deLuise Luis Esteves Wes Baldwin

Nominating Jeff Gould, CPA, OIC Diane Swerling, SPPA, Chair Greg Raab Jeff O'Connor, SPPA

Nominating continued Wes Baldwin Randy Goodman, SPPA Ron Papa, SPPA

Past Presidents Advisory Jeff Gould, CPA, OIC Diane Swerling, SPPA, Chair All Past Presidents Professional Certification Jeff Gould, CPA, OIC Judith Vickers, SPPA, Chair Jeff O'Connor, SPPA Steve Figlin, SPPA, FPPA

Professional Education Jodie Papa, OIC Robert Joslin, CPPA, Chair Matt Blumkin Ray Altieri III Justin Skipton Emily Rogan Mike Duffy, Esq. Joey Childress Steve Figlin, SPPA, FPPA Lon Pitre, CPCU, SPPA, AIC Brian Evans Luis Esteves

Affiliate Member Ad Hoc Jeff O'Connor, SPPA, OIC Jeff Raizner, Esq., Chair Amy Bach, Esq. Javier Delgado, Esq. Matt Thannisch TJ Niland William Merlin, Esq. Peter Ridulfo, CPIA Jeff Schwenk Robert Rutter, Esq. Jonathan Wilkofsky, Esq.

FPCC Ad Hoc Greg Raab, OIC Steve Figlin, SPPA, FPPA, Chair Matt Blumkin Judith Vickers, SPPA Chris Aldrich Jonathan Wilkofsky, Esq. John Marini Frank Winston Ron Papa, SPPA Scott deLuise, SPPA Jeff Raizner, Esq.

Fundraising Ad Hoc Anita Taff, OIC Alice Young, SPPA, Chair Blair Beneke Danielle Levin Ray Altieri III Andrew Knox Zach Forrest

Continued on page 8

2017-2018 NAPIA COMMITTEES

NAPIA Committees from page 7 Fundraising Ad Hoc continued Kalon deLuise, CPA Greg Cassels Jim Beneke, SPPA

NAIC / CAIF Ad Hoc Jeff Gould, CPA, OIC Diane Swerling, SPPA, Chair Jeff O'Connor, SPPA Ron Papa, SPPA Ron Reitz, SPPA

UPPA Ad Hoc Clay Morrison, CPPA, OIC Jeff O'Connor, SPPA, Chair Chris Aldrich Scott deLuise, SPPA Kevin Baker Rick Tutwiler, P.C.L.S. Brian Evans Kevin Kaufmann, SPPA Peter Ridulfo, CPIA Ron Reitz, SPPA Robert Joslin, CPPA

Do you want to serve on a NAPIA committee? Complete and return the committee interest form to be issued in January 2018.

New Board Elected from page 5

Ongoing directors continued Karl Denison, CPPA, Goodman Gable Gould Company/Adjusters International, Rockville, MD

Ron Harsch, CPPA, The Claims Group, LLC, Northglenn, CO

Robert Joslin, CPPA, Hawaii Public Adjusters, Wailuku, Maui, HI

John Marini, Adjusters

International, Inc., Utica, NY

Justin Skipton, Skipton &

Associates, Inc., Scottsdale, AZ

Rick Tutwiler, P.C.L.S., Tutwiler

& Associates Public Adjusters,

Tampa, FL

Register for FPCC 2017 Here

Register for the 2017 NAPIA Mid-Year Meeting Here

BREAKING NEWS Did you know that recent news of interest to members as well as the public adjusting profession appears on the NAPIA website? Below are links to current listings: 2010 Florida Report Shows Hiring a Public Adjuster Can Lead to Increased Payments to Policyholders U.S. Virgin Islands Non-Resident Adjuster Licensing Blog: NFIP Waiving Requirement to Submit Initial Proof of Loss for Harvey Claims Florida Declares State of Emergency Ahead of Irma Blog: NAPIA's Tips for Maxi-mizing Your Claim After a Hurricane Blog: UPPA Verdict Upheld

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LOOKING BACK AT THE 2017 ANNUAL MEETING IN SAN ANTONIO, TEXAS

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