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PRESENTERS
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PRESENTERS
DAVID SARKUS, MS, CSP
Chief Servant Leader | David Sarkus International, Inc. The Safety Coach®
David J. Sarkus, MS, CSP (The Safety Coach®) is the president and founder of David Sarkus International, a leading-edge, health, safety, consulting, and training firm. He has nearly 30 years of occupational health and safety management experience in large, diversified industrial settings. Experience, education, and leadership qualities have allowed him and his firm to successfully apply cutting-edge strategies and tactics for some of the biggest and best run organizations in the world.
As a safety strategist, consultant, author, speaker, and coach, David and his colleagues have been helping bridge the human performance gap in safety for over 25 years. The focal part of their efforts include climate and culture assessments; strategic safety planning; safety culture and change processes; behavior-based safety; leadership, engagement and alignment; safety coaching; and attention control tactics. David is a recognized authority in the practice of occupational safety management. His writings have been featured as cover stories for Professional Safety Magazine and Industrial Safety & Hygiene News. He’s also served as technical editor of ISHN. David is the author of five books and more than 50 peer-reviewed articles. He’s also the host of a Coastal’s best-selling video, which features Bobby Bowden, one of college football’s all-time greatest coaches.
David Sarkus holds a Master of Science in Safety Management from West Virginia University and a Master of Science in Organizational Psychology from Saint Mary’s College of California. He is a Certified Safety Professional (CSP) by examination.
MATT MONTGOMERY
Manager, Fleet Safety Services | Safety Management Services Company (SMSC)
Matt has been a Safety Consultant for SMSC since 2003. He has extensive knowledge of Federal Motor Carrier Safety Regulations (FMCSA), Pipeline and Hazardous Materials Safety Administration (PHMSA) and Occupational Safety and Health Administration (OSHA) compliance standards, as well as workers’ compensation and auto liability cost containment strategies.
MIKE STAPLETON
Vice President of Business Development | ISAAC Instruments
Mike Stapleton is the Vice President of Industry Relations for ISAAC Instruments with over 35 years of experience in the transportation industry. His career began at Watkins Motor Lines and spans key roles at companies like SmartDrive Systems, Omnitracs, and Qualcomm. Based in Chattanooga, TN, Mike is recognized for his expertise in fostering industry partnerships and driving innovation in transportation technology.
JOHN CHIMA
Business Development Manager | ISAAC Instruments
John Chima is the SE Business Development Manager for ISAAC Instruments, bringing 13 years of experience in the transportation industry. He has worked at ERoad, Vnomics, and Carrier Web, where he gained extensive knowledge in fleet management and telematics solutions. Based in Rochester, NY, John specializes in developing strategic business relationships and driving growth in the transportation sector. His expertise and deep understanding of the industry make him a key player in business development at ISAAC Instruments.
CHRIS PUETZ
Senior Claims Specialist, Trainer | CBCS
Chris Puetz is the Senior Training Specialist for CBCS. In addition to some specialized claims handling, Chris is primarily responsible for the training and development of teammates and new hire onboarding. He also focuses on the overall development of the team coordinating jurisdictional and industry specific trainings.
Chris is highly involved in mentoring, adjuster training and development, and maintaining communications with clients, insurance companies, and umbrella carriers. Chris has had significant success in his prior roles with CBCS, and he's now using that success to help build on the overall client experience for business partners and customers.
JP GOODERHAM
Founder & CEO | Storyboard
JP Gooderham is the founder and CEO of Storyboard (Storyboard.com), a Hands Free fleet communication platform for trucking fleets and professional drivers which was started in 2019. He is based in Los Angeles, CA and hails from Pittsburgh, PA originally.
JEREMY GOODALL
Claims Manager | CBCS
Prior to joining CBCS, Jeremy was a sales representative for Allsteel, Inc., specializing in commercial sales and floorplan design. Since joining CBCS as a claims professional in 2015, Jeremy has handled complex and/or litigated auto and general liability claims.
Jeremy was promoted to training specialist in 2018 and since then has been responsible for both 1-on-1 training with new hires and other department training initiatives.
SARA PALMER
Assistant Vice President | HealthCorp, CBCS
Sara Palmer is the Assistant Vice President at CBCS overseeing the nurse case management program for both workers’ compensation and auto liability. She has over 24 years of experience in the field. Throughout her career, Sara has worked with various organizations, including insurance companies and healthcare providers, to streamline the claims process and improve outcomes for injured workers & employers.
Sara is known for her strong analytical skills, attention to detail, and ability to navigate the intricacies of workers' compensation laws and regulations. One of her notable achievements includes developing the current comprehensive case management program here at CBCS into what it is today. Sara holds the designation of a certified case manager (CCM).
MATTHEW BEGLEY
Partner | Lewis Brisbois
Matt Begley is a partner in the Houston office of Lewis Brisbois and a member of the General Liability Practice. Mr. Begley focuses on premises liability, personal injury, and complex commercial litigation in state and federal courts across the state of Texas. Mr. Begley has successfully defended a large number of apartment complex owners and managers in third-party crime premises liability cases in every major city in Texas. Mr. Begley also has experience in dram shop, products liability, insurance agent E&O, and oil and gas litigation
JOELLE NELSON
Partner | Lewis Brisbois
Joelle Nelson is a partner in the Houston and Dallas offices of Lewis Brisbois and Co-Chair of the National General Liability Practice and Vice-Chair of the Transportation Practice. She has successfully handled a wide variety of claims related to transportation, which includes bus, trucking, TNC, and dram shop related accidents; catastrophic injury; construction and construction defect claims; products liability defenses ranging from horizontal auger boring machines to common household products; premises liability claims on behalf of small businesses to large national retailers; hospitality litigation regarding both premises and food safety matters; oil and gas; as well as environmental and environmental clean-up litigation, which includes all phases. Ms. Nelson empowers her clients with a steadfast commitment to each and every case, offers straightforward strategies that provides guidance through the legal process, and engages in diligent preparation, while recognizing and taking advantage of any and all opportunities that arise.
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