Past Speakers

Adjusters' Roundtable of Boston
Adjusters Roundtable of Boston
Dedicated to Professionalism

Past Speakers

Morrison Mahoney, LLP (Partner)

November 14, 2007

"On November 14,2007 Lawrence A. Dugan, partner at the Boston office of Morrison Mahoney, LLP, provided to those in attendance a presentation concerning fraud investigation from the legal perspective, in the context of a chronological overview of the fraud claim from its incipient stages, through an Examination Under Oath, denial and ensuing litigation."

Paul Mahoney, Forensic investigator, of Gallagher, Mahoney & Associates, Inc.

Andrew Williams, PE, Forensic engineer, of GAI Associates, Inc.

James Buchanan, Esq., of Buchanan and Associates

“On December 19,2007, Paul Mahoney, Forensic investigator, of Gallagher, Mahoney & Associates, Inc., Andrew Williams, PE, Forensic engineer, of GAI Associates, Inc. & James Buchanan, Esq., of Buchanan and Associates lead a open forum style interactive discussion to discuss many of the important principles and techniques for the proper coordination and management of a fire scene investigation. The presentation provided perspective from both a legal and investigative standpoint. Specific topics of discussion included scene and evidence preservation, notification to potential adverse parties, and witness and documentation gathering.”

Bruce Hamilton, Owner

Hamilton Restoration and Conservation of Antique and Fine Quality Furniture

“On April 23, 2008, Mr. Bruce Hamilton, owner of Hamilton Restoration and Conservation of Antique and Fine Quality Furniture since 1976, educated his audience on the practice of reversing the deterioration of fine old furniture. Mr. Hamilton discussed his specialized services, some of which include: structural repairs, fabrication of missing pieces, carving, worm damage repair, lathe turning, surface cleaning, repairs to existing finishes, refinishing and color matching.”

Anna Katherine Bennett, Partner

Dolbec McGrath & Bennett

"On May 21, 2008, “Ms. Anna Katherine Bennett, a partner in the Quincy law firm of Dolbec McGrath & Bennett, educated her audience on the issues that arise when dealing with Lender/Mortgagee Claims. The issues that she discussed included “What is the basis for a mortgagee’s claim? “What is the extent of that claim, and how is it evaluated?”, “How do the obligations of the mortgagee and named insured differ under the policy?”, “How does the foreclosure process affect rights of recovery?”, “What types of notice must a mortgagee provide to the carrier?”, “With what policy conditions must the mortgagee comply?” and “Under what circumstances is the mortgagee’s interest reduced or even eliminated outright?”

Mr. John Certuse, PE,

Industrial Services & Engineering, Inc.

On November 19, 2009 Mr. John Certuse, P.E. of Industrial Services & Engineering, Inc (ISE) educated those in attendance of ISE's Comprehensive Freeze-up Examination process to identify the cause of freeze damage to residential homes. Mr. Certuse also reviewed and discussed the importance of an Energy and Fuel Usage Analysis during a freeze-up investigation and the necessary first steps that should be taken by a field adjuster in interviewing anyone who may be the first person on scene following the discovery of the loss.

William Monahan, Esq.
Monahan & Associates

On Wednesday April 22, 2009 William Monahan, Esq. of Monahan and Associates, reviewed key topics and took questions on the proper handling of mortgagee claims. There was also a discussion on Subrogation, and importance of a thorough investigation in today’s market place.

Gary Pease & William Scoble

PT&C Forensic Consulting Services

On May 20, 2009 Gary Pease, the North Region Manager of PT & C Forensic Consulting Services & William Scoble lead a discussion on Fire and Explosion Investigations. Attendees learned the proper methodology for a fire investigator including: Components of basic fire science, Proper process for determining the area of fire origin then the cause of the fire, Fire scene preservation, Proper evidence presentation, Importance of sound expert opinions.

Michael Flynn, Scott Nathan & Jack Leone

ICS

On November 18, 2009 Michael P. Flynn, L.S.P., C.H.M.M., Scott Nathan, Esq., & Jack Leone, Environmental Claims Manager ICS, discussed several topics, including Regulatory framework and emergency response actions, Chapter 21E, The MCP (Massachusetts Contingency Plan), and Coverage issues, & Emerging issues on homeowner fuel oil tanks.

Anthony Antonellis, Esq.

John Donovan, Esq.

Matthew Rush, Esq.

Sloane & Walsh

On December 16, 2009 Anthony J. Antonellis, Esq., John A. Donovan III, Esq. & Matthew D. Rush, Esq. educated those in attendance on Subrogation & Spoliation of Evidence. The presentation consisted of discussions which touched upon the first response to the loss, theories of liability, spoliation, subrogation damages, legal issues and anticipated defenses & expert witnesses and expert testimony.

Glenn Ricciardelli

Jon Ducey

Matson Driscoll Damico

On May 20, 2019 Glenn Ricciardelli & Jon Ducey of Matson, Driscoll & Damico presented a lecture entitled “Measuring Economic Losses in these Economic Times, Looking Behind the Numbers & Documenting a Paper Trail on Theft Losses”. This presentation was based on a “perfect storm” of economic forces (mortgages; credit cards; consumer/commercial borrowing; private equity; hedge funds; credit default swaps, etc.) that had resulted in an economic imbalance in virtually every corner of the world.

“Leonard Morse-Fortier, PE, of Simpson Gumpertz & Heger

Mr. Morse- Fortier discussed the evolution of the Massachusetts Building Code with regard to requirements for seismic upgrades to buildings where work is being done. The lecture focused on the way the Code specifies requirements along a sliding scale – one that is based upon the “level” of work planned, along with the requirements themselves; this was illustrated in a real-life, insurance claim examples. The discussion also touched upon how the degree of repair work may trigger requirements for improvements in accessibility.”

	Adjusters Roundtable of Boston Dedicated to Professionalism
	Past Speakers
	Morrison Mahoney, LLP (Partner) November 14, 2007 "On November 14,2007 Lawrence A. Dugan, partner at the Boston office of Morrison Mahoney, LLP, provided to those in attendance a presentation concerning fraud investigation from the legal perspective, in the context of a chronological overview of the fraud claim from its incipient stages, through an Examination Under Oath, denial and ensuing litigation."
	Paul Mahoney, Forensic investigator, of Gallagher, Mahoney & Associates, Inc. Andrew Williams, PE, Forensic engineer, of GAI Associates, Inc. James Buchanan, Esq., of Buchanan and Associates “On December 19,2007, Paul Mahoney, Forensic investigator, of Gallagher, Mahoney & Associates, Inc., Andrew Williams, PE, Forensic engineer, of GAI Associates, Inc. & James Buchanan, Esq., of Buchanan and Associates lead a open forum style interactive discussion to discuss many of the important principles and techniques for the proper coordination and management of a fire scene investigation. The presentation provided perspective from both a legal and investigative standpoint. Specific topics of discussion included scene and evidence preservation, notification to potential adverse parties, and witness and documentation gathering.”
	Bruce Hamilton, Owner Hamilton Restoration and Conservation of Antique and Fine Quality Furniture “On April 23, 2008, Mr. Bruce Hamilton, owner of Hamilton Restoration and Conservation of Antique and Fine Quality Furniture since 1976, educated his audience on the practice of reversing the deterioration of fine old furniture. Mr. Hamilton discussed his specialized services, some of which include: structural repairs, fabrication of missing pieces, carving, worm damage repair, lathe turning, surface cleaning, repairs to existing finishes, refinishing and color matching.”
	Anna Katherine Bennett, Partner Dolbec McGrath & Bennett "On May 21, 2008, “Ms. Anna Katherine Bennett, a partner in the Quincy law firm of Dolbec McGrath & Bennett, educated her audience on the issues that arise when dealing with Lender/Mortgagee Claims. The issues that she discussed included “What is the basis for a mortgagee’s claim? “What is the extent of that claim, and how is it evaluated?”, “How do the obligations of the mortgagee and named insured differ under the policy?”, “How does the foreclosure process affect rights of recovery?”, “What types of notice must a mortgagee provide to the carrier?”, “With what policy conditions must the mortgagee comply?” and “Under what circumstances is the mortgagee’s interest reduced or even eliminated outright?”
	Mr. John Certuse, PE, Industrial Services & Engineering, Inc. On November 19, 2009 Mr. John Certuse, P.E. of Industrial Services & Engineering, Inc (ISE) educated those in attendance of ISE's Comprehensive Freeze-up Examination process to identify the cause of freeze damage to residential homes. Mr. Certuse also reviewed and discussed the importance of an Energy and Fuel Usage Analysis during a freeze-up investigation and the necessary first steps that should be taken by a field adjuster in interviewing anyone who may be the first person on scene following the discovery of the loss.
	William Monahan, Esq. Monahan & Associates On Wednesday April 22, 2009 William Monahan, Esq. of Monahan and Associates, reviewed key topics and took questions on the proper handling of mortgagee claims. There was also a discussion on Subrogation, and importance of a thorough investigation in today’s market place.
	Gary Pease & William Scoble PT&C Forensic Consulting Services On May 20, 2009 Gary Pease, the North Region Manager of PT & C Forensic Consulting Services & William Scoble lead a discussion on Fire and Explosion Investigations. Attendees learned the proper methodology for a fire investigator including: Components of basic fire science, Proper process for determining the area of fire origin then the cause of the fire, Fire scene preservation, Proper evidence presentation, Importance of sound expert opinions.
	Michael Flynn, Scott Nathan & Jack Leone ICS On November 18, 2009 Michael P. Flynn, L.S.P., C.H.M.M., Scott Nathan, Esq., & Jack Leone, Environmental Claims Manager ICS, discussed several topics, including Regulatory framework and emergency response actions, Chapter 21E, The MCP (Massachusetts Contingency Plan), and Coverage issues, & Emerging issues on homeowner fuel oil tanks.
	Anthony Antonellis, Esq. John Donovan, Esq. Matthew Rush, Esq. Sloane & Walsh On December 16, 2009 Anthony J. Antonellis, Esq., John A. Donovan III, Esq. & Matthew D. Rush, Esq. educated those in attendance on Subrogation & Spoliation of Evidence. The presentation consisted of discussions which touched upon the first response to the loss, theories of liability, spoliation, subrogation damages, legal issues and anticipated defenses & expert witnesses and expert testimony.
	Glenn Ricciardelli Jon Ducey Matson Driscoll Damico On May 20, 2019 Glenn Ricciardelli & Jon Ducey of Matson, Driscoll & Damico presented a lecture entitled “Measuring Economic Losses in these Economic Times, Looking Behind the Numbers & Documenting a Paper Trail on Theft Losses”. This presentation was based on a “perfect storm” of economic forces (mortgages; credit cards; consumer/commercial borrowing; private equity; hedge funds; credit default swaps, etc.) that had resulted in an economic imbalance in virtually every corner of the world.
	“Leonard Morse-Fortier, PE, of Simpson Gumpertz & Heger Mr. Morse- Fortier discussed the evolution of the Massachusetts Building Code with regard to requirements for seismic upgrades to buildings where work is being done. The lecture focused on the way the Code specifies requirements along a sliding scale – one that is based upon the “level” of work planned, along with the requirements themselves; this was illustrated in a real-life, insurance claim examples. The discussion also touched upon how the degree of repair work may trigger requirements for improvements in accessibility.”