1. 7:00am Registration
— Vendor Trade Fair Opens
8:00am Welcome & Introductions
— Erica McDaniel
OCAA President, Liberty Mutual
— Trevor Arnold
Symposium Chair, McLarens
8:15-9:00am Claims Competency for the New Millennium
An introduction to the afternoon sessions and an invitation for questions and comments
We’re already a decade and a half into the new millennium, and our industry is evolving more dramatically in 15
years than it has in the previous 150 years. That’s the good news. The better news is that the next 15 years will
accelerate this evolution of our claims profession to a level that surpasses our current imagination; and the key
to our ongoing success as a claims professional is to ride this trajectory to wherever it takes us. This meta-topic
will be broken down into four bite-sized sub-categories that are designed to stimulate a candid, genuine dialogue
between panelists, presenters, and attendees about what it means to be a truly competent claims professional in
a world that’s still being reimagined, reinvented, and reengineered every moment of every day.
9:00-10:00am Biomechanical Mysteries
— Bradley Probst, ARCCA Inc.
Dr. Bradley Probst of ARCCA is a long-standing favorite at OCAA Symposiums because of his entertaining wit,
unparalleled intelligence, and shamelessly graphic illustrations of blood, gore, and mangled bodies…all intended
to make you a more knowledgeable claims professional. This year’s presentation is so provocative that Brad
won’t reveal the specifics in advance of the symposium, but he promises to provide useful information that you
will take back to work with you.
10:00-10:30am Networking Break
10:30-11:30am Time Mastery: From Misery to Magnificence
—Shawn Fair, CRDN Corporate Trainer
Shawn Fair, CRDN’s dynamic productivity guru, has agreed to repeat his award-winning presentation to OCAA
(after a trial run at the PSAA Symposium in March; and Shawn promises to integrate the feedback he gets from
the PSAA attendees to tailor his topic specifically for claims professionals. Remember, the key to success isn’t
managing your time, it’s mastering your time. During this presentation, Shawn Fair is going to introduce you to
some friends that he says are ruining your life (…and explain why every one of them is a male):
• Mr. LOK (Lack of Knowledge) is content with the status quo. He has no interested in improving, no interest in
doing his job better, no learning new materials, all he cares about is maintaining his current status. But what
he doesn’t understand is his life, business and relationships are constantly getting worse because the industry
is constantly changing.
• Mr. LOA (Lack of Accountability) does what he wants to do, when he wants to do it, and how he wants to do it.
He does not have a measuring stick that helps him to gauge his progress nor does he care.
• Mr. LOC (Lack of Commitment) never does what he says he will do. He has his own agenda and displays
selfish like qualities.
• Mr. SMJ (Social Media Junkie) uses social media 5-7 hours a day, sure he is doing some work but being
online totally consumes him, causing his days to be unproductive.
• Mr. P (Procrastinator) is constantly pushing work to the side. He never finishes anything causing major back
log, poor work quality, missed deadlines and friction with this employees or employer.
• Mr. LOD (Lack of Dedication) does his work but doesn’t care how it’s done, he believes in being satisfactory.
This causes him to revisit assignments, redo assignments which ultimately waste his time and everyone
else's.
• Mr. PWE (Poor Work Ethic) starts his entire task list but rarely completes any of them without receiving
assistance from other workers whose performance is effected due to his lack of drive.
• Mr. LOR (Lack of Responsibility) doesn’t care about anything or anybody. This person goes through life
without a care in the world wasting valuable time with no purpose.
11:30-12:30pm Lunch Break with Legislative Update by Smith Freed & Eberhard
Choice of Chicken, Fish or Vegetarian—Please mark your selection when registering
New Format
for this years
Agenda!
Oregon
Casualty
Adjusters
Association
About the OCAA Annual Spring Symposium & Vendor Fair
The 2014 OCAA Spring Symposium is designed to provide Claim Professionals with information
that will broaden their knowledge base and help improve claim handling skills. This year we are
changing the format to be an all day general session with no breakout sessions. As always, topics
are presented by knowledgeable and talented speakers. A plated lunch is provided and the overall
agenda allows for ample time to network with industry vendors and other claim professionals.
April 24, 2014 OCAA Spring Symposium & Vendor Fair
Holiday Inn Select — Wilsonville
2. Pay with a check or credit card
Here’s how to pay:
Pay online with credit card and use the RSVP form to submit your
name, contact information, and lunch selection.
www.oregoncasualtyadjusters.org
OR
Mail this application with check payable to:
OCAA, PO Box 87, Dexter, OR 97431
April 24, 2014 Spring Symposium
Pre-Registration
Questions?
Barb Tyler, Coordinator 541/937-2611 or npassist@msn.com • Trevor Arnold, Chair trevor.arnold@mclarens.com
For Vendor opportunities visit our website at www.oregoncasualtyadjusters.org
12:30-1:30pm Claims Competencies for the New Millennium Part 1
— Technological Transformations
“May you live in interesting times” is both a blessing and a curse. These are interesting times as technology
transforms commerce, culture, and career considerations. What does this mean to us? How does it affect our
work and future?
— Claims Career Development
Change happens. What we do for a living may not necessarily be who we are as a person, but one can affect
the other… and vice versa. How do we control our career, navigate our future, and ensure our employability?
What questions should we be asking?
1:30-2:00pm Networking Break
2:00-3:00pm Claims Competencies for the New Millennium Part 2
— Self-Sufficiency and Resilience
There’s no glory in burning out. The insurance industry has been doing exponentially more with exponentially
less for the past many decades, so you're either buried or you're worried because you're NOT buried. There is
light at the end of the tunnel... we'll help you make sure it's not a train.
— Claims: Business, Profession, and/or Job
At the end of the day, claims is a business with a commitment to profitability. Some people approach claims
as a professional calling, while others work their claims as a job- nothing more, nothing less. Whether you're
in the business of claims, a claims professional, or gainfully employed you owe it to yourself to attend to new
developments in claims.
3:00-3:30pm Raffles & Announcements
Holiday Inn Select
25425 SW 95th Ave
Wilsonville, Oregon
(Exit 286 off I-5) • 503/682-2211
Register Early
to SAVE $10
Register Earlyto SAVE $10
Registration includes Lunch, Snacks, and Symposium Workbook
_____ $40 Member Registration ($50 at the door) _____ $50 Non-Member Registration ($60 at the door)
Check your membership status at www.oregoncasualtyadjusters.org
_____ FREE Retired OCAA Past President (Complimentary registration)
Registration fees are transferable. Registration fees are nonrefundable after April 18, 2014.
If registration form & payment cannot be submitted prior to April 18, please plan to register at the door.
. . . Please print legibly . . .
Name Company
Claims Discipline: Property Casualty Auto Workers Comp Other
Lunch Choice: Chicken Fish Vegetarian
Address City, State, Zip
Phone Email
I would like an email confirmation that my registration has been received.
Amount Enclosed: $_______
Please do not include me on any electronic correspondence if not related to the OCAA Symposium.