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AGENDA
RENAISSANCE DALLAS HOTEL GRAND BALLROOM
TUESDAY, OCTOBER 14, 2025
Pre-Registration
5:00 PM - 7:00 PM
Grand Ballroom Foyer
WEDNESDAY, OCTOBER 15, 2025
Registration
7:00 AM - 8:00 AM
Grand Ballroom Foyer
Buffet Breakfast
7:00 AM - 8:00 AM
Grand Ballroom
Welcome, Introductions & Announcements
8:00 AM - 8:30 AM
Grand Ballroom
Presented by SMSC
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Navigating the Road Ahead: Key FMCSA Regulatory Changes for 2025
8:30 AM - 9:30 AM
Grand Ballroom
Belinda Garcia, Texas DPS Commercial Vehicle Enforcement Training Unit
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Understanding the Captive Claims Process
9:30 AM - 10:15 AM
Grand Ballroom
Mark Fitzjerrells, Senior Vice President, Captives, Cottingham & Bulter
This session provides an overview of the captive claims process, focusing on the roles and responsibilities of all parties involved, including CBCS and the reinsurance carrier. Attendees will gain insight into the mechanics of how claims are handled within a captive structure, from initial reporting through resolution. The presentation will also explore how each party contributes to the process and emphasize the importance of alignment and collaboration to ensure a streamlined and effective claims experience.
Captive Specific Breakout Session
10:30 AM - 12:00 PM
Breakout Rooms
A review of Captive performance will be completed with your individual Captive Group. These areas will include:
• CSA Violation Leaders
• Claims Trends
• Open Forum
Networking Lunch
12:00 PM - 1:00 PM
Grand Ballroom
Breakout Session A
1:00 PM - 2:00 PM
Breakout Rooms
1. Accident Investigation and Reporting: This session outlines the key steps in conducting a thorough accident investigation, focusing on identifying root causes and implementing corrective actions. It also will demonstrate how to effectively report the incident to CBCS, ensuring accurate documentation, timely communication, and support for the claims process.
2. Level 1 Inspections: This hands-on session walks participants through a full Level 1 inspection of a truck and trailer, covering both driver credentials and vehicle components. Attendees will gain firsthand experience identifying compliance issues, understanding inspection criteria, and preparing for roadside inspections.
3. Safety Culture: We will explore strategies for developing a strong safety culture within a trucking company, emphasizing leadership commitment, driver engagement, and continuous improvement. It highlights practical steps to embed safety into daily operations, reduce incidents, and foster a proactive mindset across all levels of the organization.
4. Driver Mental Health: This breakout session focuses on supporting driver mental health by recognizing common stressors in the trucking industry and promoting practical tools for resilience and well-being. Participants will explore strategies for early intervention, peer support, and fostering a culture where mental health is prioritized and stigma is reduced.
5. Trucking OSHA: This session covers key OSHA safety topics tailored to the trucking industry, including driver health, hazard communication, PPE use, and vehicle maintenance safety. Attendees will gain practical insights into compliance, injury prevention, and fostering a safer work environment both on the road and in the shop.
Breakout Session B
2:15 PM - 3:15 PM
Breakout Rooms
1. Accident Investigation and Reporting: This session outlines the key steps in conducting a thorough accident investigation, focusing on identifying root causes and implementing corrective actions. It also will demonstrate how to effectively report the incident to CBCS, ensuring accurate documentation, timely communication, and support for the claims process.
2. Level 1 Inspections: This hands-on session walks participants through a full Level 1 inspection of a truck and trailer, covering both driver credentials and vehicle components. Attendees will gain firsthand experience identifying compliance issues, understanding inspection criteria, and preparing for roadside inspections.
3. Safety Culture: We will explore strategies for developing a strong safety culture within a trucking company, emphasizing leadership commitment, driver engagement, and continuous improvement. It highlights practical steps to embed safety into daily operations, reduce incidents, and foster a proactive mindset across all levels of the organization.
4. Driver Mental Health: This breakout session focuses on supporting driver mental health by recognizing common stressors in the trucking industry and promoting practical tools for resilience and well-being. Participants will explore strategies for early intervention, peer support, and fostering a culture where mental health is prioritized and stigma is reduced.
5. Trucking OSHA: This session covers key OSHA safety topics tailored to the trucking industry, including driver health, hazard communication, PPE use, and vehicle maintenance safety. Attendees will gain practical insights into compliance, injury prevention, and fostering a safer work environment both on the road and in the shop.
Crash Course: Unpacking Auto Liability Cases
3:30 PM - 4:30 PM
Grand Ballroom
Jeremy Goodall, Claims Manager, CBCS
Closing
4:30 PM
Grand Ballroom
Networking Reception
5:00 PM - 7:00 PM
City View Terrace at Hotel
Food stations and beverages will be provided.
THURSDAY, OCTOBER 16, 2025
Breakout Options
Buffet Breakfast
7:00 AM - 8:00 AM
Grand Ballroom
Welcome & Overview
8:00 AM - 8:05 AM
Grand Ballroom
How to Avoid Lawsuits and Beat the Lawyers
8:05 AM - 9:00 AM
Grand Ballroom
Mike Bassett, The Bassett Firm
This presentation provides practical guidance for trucking companies to minimize legal exposure through proactive risk management, thorough documentation, and strong safety practices. It also covers key legal pitfalls to avoid and how to effectively defend your company when facing litigation.
Industry Voices, A Panel Discussion
9:00 AM - 10:00 AM
Grand Ballroom
Anne-Marie Naples, SMSC
Hear from a panel of your peers on key topics in the Trucking industry.
Precision Over Power: The Claims Hammer Reimagined
10:15 AM - 11:15 AM
Grand Ballroom
Chris Puetz, Senior Claims Specialist, Trainer, CBCS
Claims handling is often thought of first this, then that. It couldn’t be more different. We will be breaking down how to actually handle claims to move them to a successful conclusion, from start to settlement. This session is the Real World of Claims Handling, and how to actually move those files that need to be closed.
Closing
11:15 AM
Grand Ballroom
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