top of page

AGENDA
OMNI LOUISVILLE
COMMONWEALTH BALLROOM
TUESDAY, OCTOBER 20, 2026
Registration
7:00 AM - 8:00 AM
Commonwealth Ballroom Foyer
Buffet Breakfast
7:00 AM - 8:00 AM
Commonwealth Ballroom 5
Welcome, Introductions & Announcements
8:00 AM - 8:20 AM
Commonwealth Ballroom 1-4
Mark Fitzjerrells, Senior Vice President, Captives, Cottingham & Bulter
Best Practices for Top Telematic Vendors
8:20 AM - 9:20 AM
Commonwealth Ballroom 1-4
Matt Montgomery, Manager, Fleet Safety Services, SMSC
A member panel will talk about how they use their telematics to help drive continuous improvement in their companies.
Industry Voices: Operations and Safety, A View From the Other Side of the Fence
9:35 AM - 10:35 AM
Commonwealth Ballroom 1-4
Anne-Marie Naples, Senior Safety Consultant, SMSC
A panel discussion with Operations/Dispatchers will be held to discuss what safety looks like from their perspective.
Captive Specific Breakout Session
10:50 AM - 12:00 PM
Breakout Rooms
Members and prospects will break into their respective groups for an opportunity to network and dig deeper into current trends.
Networking Lunch
12:00 PM - 1:00 PM
Commonwealth Ballroom 5
Breakout Session A
1:00 PM - 2:00 PM
Breakout Rooms
1. AI in Safety: Member Roundtable on Utilization of AI
2. Recruiting, Hiring, and Retention Best Practice Roundtable
3. Driver Communications, Managing and Coaching
4. Stronger Together: Maximizing Results Through Your TPA Partnership
5. Roadside Inspection Violation Trends and How to Submit Successful DataQ's and CPDP Challenges
Breakout Session B
2:15 PM - 3:15 PM
Breakout Rooms
1. AI in Safety: Member Roundtable on Utilization of AI
2. Recruiting, Hiring, and Retention Best Practice Roundtable
3. Driver Communications, Managing and Coaching
4. Stronger Together: Maximizing Results Through Your TPA Partnership
5. Roadside Inspection Violation Trends and How to Submit Successful DataQ's and CPDP Challenges
The First 14 Days: How Employers Accidentally Drive Claims Cost, and How to Stop It
3:30 PM - 4:30 PM
Commonwealth Ballroom 1-4
Chris Puetz, Senior Claims Specialist, Trainer, CBCS
A lot of accounts will try to self-handle minor things early on, some even work with a vendor for triage …but then the files don’t make it to CBCS until usually it’s too late to do much then. This presentation will focus on the big claims or the ones carriers think are fraudulent. The issue, however, is that the small claims tend to be sleeper claims.
Closing
4:30 PM
Commonwealth Ballroom 1-4
Networking Reception
5:00 PM - 7:00 PM
Commonwealth Ballroom Foyer
Food stations and beverages will be provided.
WEDNESDAY, OCTOBER 21, 2026
Buffet Breakfast
7:00 AM - 8:00 AM
Commonwealth Ballroom 5
Welcome & Overview
8:00 AM - 8:05 AM
Commonwealth Ballroom 1-4
Auto Claims: The Fundamentals Haven't Changed—The Tools Have
8:05 AM - 9:00 AM
Commonwealth Ballroom 1-4
Jeremy Goodall, Claims Manager, CBCS
Claims success still starts with mastering the basics. In this webinar, we'll explore how CBCS is strengthening our foundation through specialized claim handling, workload segmentation, AI-driven efficiencies, proactive communication tools, and stronger partnership strategies designed specifically for the trucking industry.
FMCSA Updates and Current Issues
9:00 AM - 10:00 AM
Commonwealth Ballroom 1-4
FMCSA Representative
This session will provide an overview of recent Federal Motor Carrier Safety Administration (FMCSA) updates, emerging regulatory priorities, and key enforcement trends impacting motor carriers. Participants will engage in a discussion on current issues such as compliance requirements, rule changes, and their practical implications for safety programs and operations.
Best Practices: Document Retention and Litigation Holds
10:15 AM - 11:15 AM
Commonwealth Ballroom 1-4
Marc Johnson, Shareholder, BlairHilty, P.C.
This discussion will cover document retention rules under the FMCSRs, best practices for maintaining clean and orderly driver qualification and other company files, and guidance on litigation holds, along with practical tips for general evidence retention following an accident.
Closing
11:15 AM
Commonwealth Ballroom 1-4
bottom of page
