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Excel-ling at Financial Loss Claims: Practical Strategies (F5)

Friday, February 27, 2026

11:00 AM - 12:00 PM EST

Location: Sun Ballroom 3&4

Lead Presenter(s)

Jon Lewerenz, Esq.

Counsel
Phelps Dunbar LLP

Co-Presenter(s)

Kristine L. Elkind, CPA, / CFF, MAFF (she/her/hers)

Partner
MDD Forensic Accountants
Justin M. Thomas, J.D.

Shareholder
Boyle, Leonard & Anderson, PA
Theodore P. Woodburn, Jr., CPA

Director
Pyxis Group

This workshop offers an intermediate-level exploration of handling business income, extra expense, and other financial loss claims. Attendees will gain insight into key coverage concepts, including the period of restoration, civil authority restrictions, lost rents, and common exclusions such as monthly limits and consequential losses. Experienced accountants will guide participants on analyzing claims, quantifying business income losses, and addressing issues across multiple types of businesses. Practical examples will illustrate investigative strategies and approaches for resolving complex financial loss claims.