Agenda

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Tuesday, June 23, 2026

9:00 am – 4:00 pm EDT


Agenda:

Legislative Changes (2022-2026)
Presented by Ronald S. Haynes

  • Pre-reform litigation and market instability
  • 2022-2023 special session reforms
  • Elimination of one-way attorney fees and impact on litigation
  • Assignment of Benefits (AOB) restrictions and enforcement
  • 2024-2026 statutory refinements
  • Pending legislative proposals

Policy Interpretation and Coverage Litigation
Presented by David B. Levin and Kirstin M. Grice

  • Recent appellate decisions affecting coverage analysis
  • Concurrent causation doctrine and hurricane claims
  • Roof exclusions and cosmetic damage endorsements
  • Appraisal provisions and enforceability
  • Evidentiary issues in coverage disputes

Claims Handling, Compliance and Regulatory Oversight
Presented by Jeffrey M. Wank and Daniel S. Montgomery

  • Statutory claims timelines and notice requirements
  • Insurer good-faith obligations
  • Civil Remedy Notices (CRNs): drafting and response
  • Adjuster and public adjuster regulatory updates
  • Ethical considerations in property insurance matters
  • Documentation and record-keeping best practices

Property Insurance in Real Estate Transactions
Presented by Sandy P. Fay and Fernando J. Valle

  • Insurance contingencies in purchase agreements
  • Due diligence and insurability investigations
  • Wind mitigation reports and underwriting concerns
  • Lender insurance requirements
  • Disclosure of prior claims

Ethical Considerations
Presented by Samuel J. Wyatt

  • Managing conflicts of interest
  • Confidentiality and client communications
  • Candor and truthfulness

Condominium and HOA Insurance Obligations
Presented by Amy C. Currotto and Falyn A. Hahn

  • Structural integrity reserve requirements
  • Association insurance minimums
  • Allocation of coverage between association and unit owners
  • Special assessments tied to insurance costs

 

Webinar Instructions 
 
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited. 

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher. 

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Credits

Attorneys
7.0 CLE Credits (Including 1.0 Ethics Credit)

 

Continuing Education Information

This webinar is open to the public and is designed to qualify for 7.0 CLE credits for Florida attorneys.

The Florida Bar has approved this course for 7.0 CLE hours, including 1.0 ethics hour, for Florida attorneys. This course provides attorneys with 7.0 certification credits in the area of Business Litigation.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

*On-Demand Credits*

The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.

Speakers

Amy C. Currotto

Associate with Banker Lopzel Gassler, P.A., in Tampa, FL

Ms. Currotto began her career working in the halls of United States Congress in Washington D.C., where she focused on a wide array of issues including policy impacting Floridians. Her practice now focuses on first party, insurance coverage, and personal injury litigation. She has earned an AV Preeminent rating from Martindale Hubbell and serves as the incoming chair of the YLD Federal Bar Association Board of Directors. Ms. Currotto earned her J.D. degree from the University District of Columbia School of Law.

Sandy P. Fay

Shareholder with Colodny Fass, in Sunrise, FL

Mr. Fay is a Shareholder at Colodny Fass and a member of the firm’s Insurance Regulatory and Corporate & Transactional practice groups. He is ranked in the Chambers USA Guide, a leading legal industry rankings publication, for Insurance Transactional & Regulatory. Mr. Fay represents insurance industry clients nationwide on regulatory compliance, licensing, corporate structuring, mergers and acquisitions, reorganizations, and other matters affecting the formation and operation of insurance companies. He advises both start-ups and established insurers on entity formation, expansion into new jurisdictions, financing transactions, and ongoing regulatory obligations. He regularly prepares regulatory filings, drafts and negotiates insurance-related agreements, and represents clients in administrative proceedings involving licensing, rate hearings, and rule challenges. He works closely with insurance regulators across the country and has extensive experience guiding property and casualty insurers through the licensing and regulatory approval process.

Kirstin M. Grice

Litigation Attorney with Baker Donelson, in Fort Lauderdale, FL

Ms. Grice is a litigation attorney in Baker Donelson’s Fort Lauderdale office and a member of the Complex Litigation and Class Actions Group. Ms. Grice represents clients in commercial and homeowner’s first-party property cases in both state and federal courts. She earned her J.D. degree, cum laude, from Florida State University College of Law.

Falyn A. Hahn

Attorney with Stockham Law Group, P.A., in Tampa, FL

Ms. Hahn focuses her practice on representing homeowners, business owners, and condominium associations in a wide range of property insurance claims and disputes. Ms. Hahn brings a distinct advantage through her prior experience as a defense attorney representing insurance carriers. Her background provides her with valuable insight and enhances her ability to navigate complex claims and pursue favorable outcomes for policyholders. Ms. Hahn’s knowledge of insurance company policies, tactics and procedures allows her to anticipate and counter the strategies often used to delay or deny valid claims. With this unique perspective, Ms. Hahn is a powerful advocate for her clients. She is committed to securing fair outcomes in their time of need and ensuring that her clients are treated with the respect and diligence they deserve. Ms. Hahn received her Bachelor of Arts degree in Criminology, with a minor in Spanish, from the University of Lynchburg in her hometown of Lynchburg, Virginia. She then relocated to Florida and received her law degree from Stetson University College of Law in 2018. Upon graduating, she was awarded the William F. Blews Pro Bono Award, for her exceptional work with the Florida Guardian ad Litem program as a court-appointed volunteer child advocate for children in dependency cases. Ms. Hahn is licensed to practice in the state and federal courts of Florida.

Ronald S. Haynes

Attorney with Christopher Ligori & Associates, in Tampa, FL

Mr. Haynes was born in Nashville, Tennessee but has called Tampa his home since 1972. He was admitted to the bar in 1998 in Florida and has been dedicated to helping the citizens of Florida with their insurance claims ever since. Mr. Haynes was inspired to help people with their insurance claims by his father who was an all lines adjuster and eventually a public adjuster for many years. He started his career with Wilson and Terrana P.A. in Tampa handling residential and commercial claims for building damage including but not limited to sinkhole, hurricane, fire, lightening, theft, collapse, water damage, vandalism and any other issue that causes damage to buildings that was covered by an insurance policy. He opened his own practice in 2004 continuing to represent the citizens of Florida with insurance claims in both state and federal court until joining Christopher Logori and Associates in 2018. Mr. Haynes has focused his practice on property insurance claims ever since and handled hundreds of losses, claims, and lawsuits in an effort to protect people and to do his best to make sure they receive what they deserve in both state and federal court across the state of Florida. Mr. Haynes has assisted people through all aspects of the claims process from the submission of the claim, through examinations under oath, through the appraisal process if it is demanded, through mediation and ultimately through trial. He has been a Florida Civil Court mediator and has mediated many claims for the Florida Department of Financial Services when individuals have problems with their homeowner’s insurance claims. Mr. Haynes is also a member of the Florida Justice Association, has participated on multiple committees with this association involving insurance issues and has been a constant advocate for the citizens of Florida testifying in front of the Florida legislature against proposed laws that would take away our rights and in support of fair laws that hold insurance company’s accountable.

David B. Levin

Shareholder with Baker Donelson, in Fort Lauderdale, FL

Mr. Levin is a Shareholder with Baker Donelson’s Fort Lauderdale office and has developed substantial experience successfully representing a broad range of private and institutional clients in state and federal court, and has tried cases throughout the state, including to jury verdict as a first chair. He has developed particular experience in property and general liability litigation, defending both insurers and insureds in all aspects of the claim and litigation process, as well as advising on coverage matters. Mr. Levin recently obtained two defense verdicts, one for an insurance carrier and another for a policyholder. He regularly defends financial institutions in consumer protection claims, and prosecutes and defends complex commercial and residential foreclosures. Mr. Levin has become a trusted advisor to insurance and banking professionals, providing guidance and recommendations in pre- and post-suit matters, and has served as an expert witness in various capacities.

Daniel S. Montgomery

Partner and Business Unit Leader with Kelley Kronenberg, in Fort Lauderdale, FL

Mr. Montgomery is a Partner and Business Unit Leader at Kelley Kronenberg, focusing his practice on first-party property insurance defense. He serves as a Team Lead on the firm’s Fraud Fighters Team. Mr. Montgomery handles all aspects of first-party property defense, including coverage disputes, pre-suit investigations, fraud investigations, and CRN responses. Additionally, clients frequently engage him to assist with the development of claims processes and procedures. Mr. Montgomery’s practice is also focused on the highly-specialized areas of first-party property appeals and auto glass defense. Prior to joining Kelley Kronenberg, he worked as an Associate Attorney with an Am Law 200 firm, focusing his practice on first-party auto coverage and litigation, general liability litigation, and appellate law. Mr. Montgomery also practiced as an Assistant State Attorney for Florida’s Fourth Judicial Circuit, in Jacksonville, where he litigated a variety of criminal proceedings through trial and served as a liaison for UVISA Certifications. He received his Bachelor of Science degree in Criminal Justice, summa cum laude, with a Certificate of Crime Scene Investigation, from Colorado Technical University. Mr. Montgomery then went on to earn his Juris Doctor degree from Florida Coastal School of Law, graduating cum laude. Since Law School, he continued his education by obtaining a Master of Science, summa cum laude, from Florida State University, with a Certificate in U.S. Intelligence.  He also acquired an additional LL.M. in Executive Litigation Management from Baylor Law School. 

Fernando J. Valle

Partner with Colodny Fass, in Sunrise, FL

Mr. Valle is a Partner at Colodny Fass whose practice focuses on insurance regulatory matters and coverage issues affecting the property and casualty insurance industry. He represents insurers, managing general agents, and other industry participants in matters involving regulatory compliance, licensing, and insurance-related transactions. Mr. Valle regularly advises clients before the Florida Office of Insurance Regulation and the Florida Department of Financial Services on regulatory strategy and compliance issues. He also works with insurers and trade associations on regulatory-driven transactions and agreements within the insurance marketplace. In addition to his regulatory practice, he has experience handling insurance coverage disputes and related real property matters, providing practical insight into how property insurance policies are interpreted and applied when issues arise. Mr. Valle is also a certified Continuing Education Instructor with the Florida Division of Insurance Agent and Agency Services.

Jeffrey M. Wank

Chair, Kelley Kronenberg, in Fort Lauderdale, FL

Mr. Wank is Chair of Kelley Kronenberg’s First-Party Property and Insurance Coverage Division. In his own practice, he focuses on defending first-party claims, coverage, and bad faith matters. He also handles the defense of a wide array of third-party insurance defense claims. Mr. Wank assists insurers in all aspects of coverage disputes, including responses to civil remedy notices of insurer violations, pre-suit investigations and coverage evaluations, declaratory judgment and bad faith litigation. He defends property insurers throughout Florida in first-party coverage matters, where many of the claims involve sinkhole, windstorm, fire, mold, theft and water losses. In addition, he serves as coverage and bad faith counsel in third-party actions, including monitoring the defense of litigation. As part of this role, he is often asked to draft detailed coverage opinions, reservation of rights letters, declinations, and prosecute declaratory relief actions. Mr. Wank also has experience in handling complex civil and commercial matters, including the defense of personal injury, premises liability, employment discrimination, medical malpractice, nursing home liability, homeowner and condominium association claims, and construction defect cases. He has been named a Florida Super Lawyer Rising Star since 2014. In 2011, he was elected to the Broward Bar Association Young Lawyers Section Board of Directors, where he served as Secretary on the organization’s Executive Board and moved up to President in June 2015. Mr. Wank was also named the Chair on the Board of Directors of Legal Aid Service of Broward County & Coast to Coast Legal Aid of South Florida for the 2019 term and previously served as the Vice Chair for the 2018 term. He earned his Bachelor of Science in Political Science from Florida State University and went on to earn his Juris Doctor degree from Nova Southeastern University Shepard Broad Law Center.

Samuel J. Wyatt

Co-Founding Partner, Wyatt & Schwebel, P.A., in Boca Raton, FL

Mr. Wyatt is a Boca Raton native and co-founding partner of Wyatt & Schwebel, P.A., a civil litigation firm devoted to standing up for homeowners when their own insurance companies fail them. Mr. Wyatt has built his practice around first-party property insurance disputes, representing homeowners whose claims for wind, water, and fire damage have been wrongfully denied, undervalued, or delayed by the very insurers they trusted and paid premiums to for years. Florida’s property insurance landscape has undergone dramatic transformation — driven by sweeping legislative reforms, aggressive industry lobbying, and policy language increasingly engineered to limit carrier exposure at the homeowner’s expense. Mr. Wyatt has developed a litigation approach that is both aggressive and strategically efficient: moving quickly to lock in favorable evidence, deploying the right experts before insurers can shape the narrative, and leveraging a deep command of evolving case law and policy language to close off the defenses carriers rely on most. Mr. Wyatt has litigated first-party property insurance claims across virtually every loss type and coverage dispute a homeowner can face. His case experience spans hurricane and windstorm damage, water intrusion from roof failures and plumbing losses, fire and smoke damage, and mold remediation disputes. He has handled losses where insurers have invoked late-notice defenses, disputed replacement cost value entitlement, and failure to comply with any of an insured’s other seemingly endless post-loss obligations as tools to reduce or eliminate coverage. Recently, Mr. Wyatt has been fervently litigating disputes over the payment terms that carriers are attempting to strong-arm both public adjusters and attorneys into accepting. As carriers attempt to dictate their payment terms in contradiction to basic ethical and contractual obligations, it is crucial to understand your rights and responsibilities for properly accepting and distributing client funds.

Webinar Price: $339.00

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