Boardroom Media (CFO News)
At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based CFO’ operating in the Insurance space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected]
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Noaman Ahmad
CFO of Doma
Noaman Ahmad is the chief financial officer of States Title responsible for all aspects of finance and underwriting. previously, Noaman was Senior Vice President of Finance for a multi-billion global insurance company where he oversaw finance, investments, strategy and M&A and led the company and its investors through a successful sale and exit. Earlier in his career, he was a general manager at Aon and also led Aon’s consumer and SME innovation effort. Noaman started his career as a management consultant with Bain & Company and subsequently spent several years as a Private Equity investor in the US and UK.
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About Doma: Doma is an insurtech platform that uses machine intelligence to remove friction from residential real estate transactions.
Stewart Ellis
Chief Financial Officer of Hippo Insurance
Stewart Ellis is the Chief Financial Officer at Hippo Insurance.
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About Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Daniel Rosenthal
Chief Financial Officer of Root Insurance
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About Root Insurance: Root Insurance is a property casualty insurtech that offers personalized, affordable coverage in an app.
Kathleen A. Rogers
Vice Chairman & Chief Financial Officer of U.S. Bancorp
Ms. Rogers is Vice Chairman and Chief Financial Officer of U.S. Bancorp. Ms. Rogers, 49, has served in this position since January 2015. From June 2005 until January 2015, she served as U.S. Bancorp’s Executive Vice President, Business Line Reporting and Planning, having served in various financial roles at U.S. Bancorp since joining the company in 1987.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Susan Gentile
Chief Financial and Administrative Officer of H.I.G. Capital
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Douglas Howell
Chief Financial Officer of Gallagher
Douglas K. Howell joined Gallagher in 2003 as Chief Financial Officer. He oversees the company’s financial, investment, information technology and administrative functions, and represents Gallagher in dealings with global investment analysts, institutional shareholders and prospective investors. He also leads many operational, quality and productivity initiatives.
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
William Guest
Chief Financial Officer of Angle Health
William Guest is the Chief Financial Officer at Angle Health.
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About Angle Health: Angle Health delivers the modern health insurance experience expected by today’s employees.
Michael Sewell
Chief Financial Officer, Senior Vice President and Treasurer of Cincinnati Financial
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About Cincinnati Financial: Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company.
Scott Griffiths
CFO, Marketing of Farmers Insurance Group
Scott Griffiths is the CFO of Marketing for Farmers Insurance, a $19B enterprise. He joined Farmers Insurance in 2008 and provides financial leadership for the Enterprise’s marketing resources, covering TV, radio, digital, sponsorships, customer research, internal and external communications, and innovation. Griffiths began his career in auditing at KPMG in the UK, qualifying as a Chartered Accountant. Moving to the US in 2001, he briefly worked in public accounting, obtaining his CPA license, before joining Countrywide Financial. He went on to hold several leadership roles at Countrywide Financial in both the Global Markets and Correspondent Lending Divisions. Griffiths is on the Board of Directors on the Boys & Girls Club of the West Valley and in 2016 was the recipient of the Corporate Caring for Kids Award. Education: B.A. (Hons), Sheffield University, United Kingdom; ACA, Institute of Chartered Accountancy of England and Wales; CPA, American Institute of Certified Public Accountants.
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About Farmers Insurance Group: Farmers Insurance Group is an insurer group of automobiles, homes, and small businesses.
Adrian S. Griggs
Executive Vice President & Chief Financial Officer of Pacific Life
Mr. Griggs was promoted to executive vice president and chief financial officer for Pacific Life in April 2012. As chief financial officer, he has responsibility for Pacific Life’s accounting, audit, tax, and treasury functions, and he also serves on Pacific Life’s management committee. As of January 2016, Mr. Griggs assumed responsibility for Pacific Asset Advisors LLC, Pacific Asset Management, and corporate development. Mr. Griggs joined Pacific Life in 1994 as an assistant vice president in the former Institutional Products Division where he was responsible for the coordination of financial reporting and planning. In 1999, he was promoted to vice president in the Retirement Solutions Division, where he assumed responsibility for developing, directing, and managing the division’s financial, budgeting, planning, and compliance operations. Mr. Griggs was promoted to senior vice president, Finance and Compliance in 2008, and in 2009 assumed responsibility for the oversight of the division’s two newly-formed departments: Institutional and Structured Products and Risk Management. In this capacity, he oversaw and was responsible for the development and presentation of financial results, business planning and risk management strategies. Mr. Griggs is also chief executive officer of Pacific Select Distributors, LLC (“PSD”). PSD is a member of the Financial Industry Regulatory Authority, and a registered broker/dealer with the Securities and Exchange Commission. Prior to joining Pacific Life, Mr. Griggs worked as a certified public accountant with Deloitte & Touche specializing in the insurance and financial services industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Michelle Cheung
CFO of Next Insurance
Before joining Next Insurance, Michelle was CFO and Corporate Treasurer at Rennovia. Prior to that, she spent 9 years at Goldman Sachs’ Investment Banking Division working on M&A and capital market transactions. She’s passionate about women’s basketball, and loves playing and coaching. Michelle has an MBA from the Fuqua School of Business at Duke University and a BA from Princeton University.
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About Next Insurance: Next Insurance is an online-based insurance company for entrepreneurs and small businesses.
Hiep Pham
CFO of Clever Care Health Plan Inc.
Hiep Pham is the CFO at Clever Care Health Plan.
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About Clever Care Health Plan Inc.: Clever Care Health Plan is a healthcare company that offers medicare advantage health plans to its members.
Stuart Fox
CFO of Route 66 Ventures
Sandwiched in between three years in the corporate tax group of a big four accounting firm and another two at a regional firm, Stuart sought to relieve his lifelong travel itch by backpacking all over the world for a year and a half. After doing his best to ‘live like a local’ in Central America, South America, East Asia, Southeast Asia, the Middle East and Eastern Europe – Stuart (or more accurately, his bank account) decided that it was time to get back to work. Stuart joined the Route 66 family in early 2012 and spent three years in various executive roles at The American Home, a real estate private equity fund backed by Route 66, ending his tenure as the Vice President of Finance. At Route 66, Stuart oversees financial and management reporting, liquidity management in addition to tax strategy, structuring, planning and compliance. His experience as an operator at The American Home allows him focus on ensuring that both Route 66 and its portfolio investments have best-in-class financial and tax systems in place to further their goals.
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About Route 66 Ventures: Route 66 Ventures provides venture capital and credit solutions to emerging financial technology and services companies.
Frederick J. Crawford
Executive Vice President; Chief Financial Officer of Aflac
Fred Crawford joined Aflac in June 2015 as executive vice president and chief financial officer of Aflac Incorporated, responsible for overseeing the financial management of company operations. He brings nearly three decades of financial and leadership experience to Aflac. Most recently, he served as executive vice president and chief financial officer of CNO Financial Group since 2012. Prior to that, he spent more than a decade at the Lincoln Financial Group serving in roles of progressive responsibility, including as executive vice president and chief financial officer as well as leading Corporate Development and Investments. Before joining Lincoln Financial Group, he also held leadership positions at Bank One Corporation. Fred received his bachelor of arts degree from Indiana State University and a master of business administration degree from the University of Iowa, where he currently serves as an advisory board member with the Finance Department at its Tippie College of Business.
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About Aflac: Aflac is a company that offers individuals and companies supplemental disability insurance.
Timothy E. Bixby
CFO of Lemonade
Tim Bixby is CFO at Lemonade.
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About Lemonade, Lemonade: Lemonade operates as a full-stack insurance company powered by AI and behavioral economics and driven by social good.
John C. R. Hele
Executive Vice President & Chief Financial Officer of MetLife
John Hele is executive vice president & chief financial officer for MetLife, Inc. and a member of the company’s executive group. Appointed to this position in September 2012, Hele oversees all financial management matters for MetLife, including financial reporting, treasury, corporate actuarial, tax, investor relations as well as mergers and acquisitions. Prior to joining MetLife, Hele was executive vice president, chief financial officer and treasurer of Arch Capital Group Ltd., a public limited liability company that writes insurance and reinsurance globally through operations in Bermuda, the United States, Europe and Canada. Prior to joining Arch Capital in 2009, Hele was chief financial officer and a member of the executive board of ING Group N.V., one of the largest global financial services companies. As CFO, Hele was based in Amsterdam and had responsibility for a financial function on five continents. He was also responsible for financial controls and reporting as well as capital management and tax reporting. During his six-year tenure at ING, Hele was also deputy chief financial officer, general manager, and chief insurance risk officer, responsible for global insurance risk management. Hele also served as group actuary. Hele served as founder, president and chief executive officer of Worldinsure, Bermuda, a technology company that automated life insurance underwriting, from 1999 to 2003. Prior to that, he spent 11 years with Merrill Lynch in investment banking, marketing and finance positions in the U.S. In his last role at Merrill Lynch, Hele was responsible for providing strategic and financing advice to leading life insurance chief executive officers and chief financial officers in North and South America. Before joining Merrill Lynch, Hele held various actuarial, finance and business roles at Crown Life in Toronto. Hele has been a member of the CFO Forum in Europe, the chair of the Chief Risk Officer Forum, and is a Fellow in the Society of Actuaries. He holds a bachelor’s degree in mathematics from the University of Waterloo, Ontario, Canada.
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About MetLife: MetLife is a provider of insurance, employee benefits, and financial services .
Ryan Faulkingham
Chief Financial Officer of Compass Diversified Holdings
Ryan Faulkingham is the chief financial officer at Compass Group a company that acquires controlling interests in and actively manages businesses operating in industries with long-term, macro-economic growth opportunities. He has also been an executive vice president and director of financial reporting of the same company. Starting his career at Arthur Anderson and later at KPMG, Faulkingham gathered his over 15 years of experience in finance and auditing as a vice president at Merrill Lynch & Co., and finance manager at WebMD Corporation.Faulkingham holds a bachelor’s degree in accounting from Lehigh University and an MBA from Fordham University.
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About Compass Diversified Holdings, Compass Diversified Trust: Compass Diversified Holdings is a public company that owns and manages a diverse of middle market businesses.
Tom Grossi
Chief Financial Officer of Pie Insurance
Tom Grossi joined Pie in July of 2019 and will be responsible for developing and implementing the company’s financial strategy. Prior to Pie, Tom has been CFO at Optoro, a senior finance executive at Opower, and a partner at venture capital firm NEA. Tom has provided consistent support to companies that included improving their forecasting, planning, and budget processes. He has extensive experience leading high-growth, venture-backed organizations. Tom earned a B.A. and M.A. in Computer Science from Harvard University and an M.B.A. from Harvard Business School.
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About Pie Insurance: Pie Insurance is a leading tech-enabled provider of workers’ compensation insurance to small businesses.
Wayne DeVeydt
Executive Vice President and Chief Financial Officer of Anthem
Wayne S. DeVeydt serves as executive vice president and chief financial officer for Anthem, Inc. Mr. DeVeydt joined Anthem in March 2005 as senior vice president and chief accounting officer, responsible for the company’s accounting and financial reporting, tax and financial systems. He assumed responsibility for investor relations and became chief of staff to the chairman and chief executive officer in 2006. Mr. DeVeydt became chief financial officer in May 2007 and is responsible for overseeing the financial operations associated with the company’s more than $74 billion in annual revenues. He is exceptionally skilled in planning, developing, supervising and implementing business strategies that achieve optimum productivity and cost efficiency. Mr. DeVeydt is often praised for his down-to-earth communications style that delivers key financial information in easy-to-understand terms. Mr. DeVeydt leads the following areas: treasury functions, such as capital planning, investments and cash management; investor relations; budgeting and forecasting; financial reporting; tax planning and compliance; accounting; and internal audit and compliance. Additionally, he oversees the actuarial functions including pricing, product development, valuation, health care management support, forecasting and other types of actuarial analysis. Prior to joining Anthem, Mr. DeVeydt was a partner with PricewaterhouseCoopers, LLP. Mr. DeVeydt was voted Best Managed Care CFO for 2012 by Institutional Investor and has been recognized by the global publication on numerous occasions. Mr. DeVeydt was also named Best Managed Care CFO in 2008 and 2011. He was recognized by the Indianapolis Business Journal as 2011 CFO of the Year in the Public Companies category. Mr. DeVeydt currently serves as a board member on a national level for the U.S. Chamber of Commerce, and was appointed to Boys & Girls Clubs of America’s esteemed Board of Governors in January 2015. BGCA’s board offers strategic leadership to the organization, guiding the work of more than 4,100 Clubs and affiliated youth centers on military installations worldwide. Each year, Clubs impact nearly 4 million kids and teens. A leader in youth development, BGCA’s vision calls for all Club members to graduate from high school with a plan for the future, demonstrating good character and citizenship, and leading a healthy lifestyle. Mr. DeVeydt is also an active leader in his community, serving as a board member of the Cancer Support Community, an international non-profit dedicated to providing support, education and hope to people affected with cancer. He previously served as a board member for the YMCA of Greater Indianapolis and The Children’s Museum of Indianapolis, the world’s largest children’s museum. Mr. DeVeydt received a Bachelor of Science in Accountancy from the University of Missouri in St. Louis.
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About Anthem: Anthem is a leading health benefits company dedicated to improving lives and communities, and making healthcare simpler.
Beth Bombara
Chief Financial Officer of The Hartford
Beth Bombara is executive vice president and chief financial officer of The Hartford. As the company’s CFO, Bombara is responsible for finance, treasury, capital, accounting and investor relations. Most recently Beth was president of The Hartford’s Talcott Resolution business, managing the company’s reporting segment, which includes the legacy annuity business that is in runoff. Previously, Bombara served as senior vice president and controller where she oversaw corporate accounting, accounting policy and Wealth Management finance, and led the company’s finance transformation program. She joined The Hartford in April 2004 and previously served as vice president responsible for the company’s compliance with the internal control requirements under Section 404 of the Sarbanes-Oxley Act. She was promoted to vice president and deputy controller in 2005. In 2007 she was promoted to senior vice president and controller. Prior to joining The Hartford, Bombara was a senior manager in Deloitte & Touche LLP’s audit practice and was a partner at Arthur Andersen LLP. A certified public accountant, Bombara earned a bachelor’s degree in business administration from Bryant University. Bombara serves on the boards of The Village for Families and Children in Hartford, Conn., The Bushnell, a Hartford, Conn., performing arts center, and the Connecticut Women’s Hall of Fame.
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About The Hartford: The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.
Jonathan Bennett
Chief Financial Officer & Head of Strategy for Property & Casualty and Group Benefits of The Hartford
Jonathan Bennett is the Chief Financial Officer & Head of Strategy for Property & Casualty and Group Benefits at The Hartford. As a strategic business partner and trusted financial advisor to the leadership team, he is focused on strategy, profitability and growth of these businesses. Bennett is also a member of the Finance senior leadership team for the enterprise. Most recently, Bennett was the Executive Vice President of Digital Commerce & Customer Analytics for The Hartford. In this role, he directed all digital strategy and execution for the enterprise, and was accountable for developing customer insights to drive The Hartford’s business direction and growth. From December 2005 to July 2010, Bennett served as the Executive Vice President of Personal & Small Business Insurance for The Hartford. He was responsible for growth and profit of the auto, home and small commercial business, as well Operations and Product Development for the property and casualty division. Bennett joined The Hartford in April 1999 as the Staff Assistant to the Chairman and CEO. In March 2000, he was named Vice President of Corporate Development, and subsequently, he led the Property and Casualty eBusiness Ventures team. In January 2002, Bennett joined the Personal Lines organization to lead the Product Management department. And in April 2003, he was named Senior Vice President, Personal Lines Division, with overall responsibility for The Hartford’s Auto and Homeowners business. Bennett worked at CIGNA from 1994 to 1999, serving as Vice President and Product Manager in charge of the institutional fund strategy at CIGNA’s Retirement Division. He also held positions in Strategy and Marketing and as a Product Manager for corporate-owned life insurance. Prior to CIGNA, Bennett worked at Arthur Andersen LLP as an auditor and consultant. Bennett holds an M.S. in Accounting from the University of Hartford and a B.A. in Economics from Connecticut College. He is also a CPA.
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About The Hartford: The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.
Darren Singer
Chief Financial Officer of The Guardian US
Darren joined GNM’s parent company GMG in April 2011 as Chief Financial Officer.He moved to GMG from the WPP-owned global agency network GroupM, where he was Chief Financial Officer, EMEA. Before GroupM Darren held a number of senior roles at BSkyB. He has also worked as an analyst at the BBC.Darren read Economics at Manchester University and qualified as a chartered accountant with Price Waterhouse.
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About Global, The Guardian US: The Guardian US is a British national daily newspaper that covers news, sports, business, opinion, analysis, reviews, and much more.
Robert Pietrucha
CFO of Guy Carpenter & Company
Robert Pietrucha is the Chief Financial Officer of Guy Carpenter and a member of the firm’s Board of Managers. Previously, Mr. Pietrucha served as the Finance Director of Marsh’s International Division. Before joining Marsh, Mr. Pietrucha worked with Johnson & Higgins, including assignments within the Controllership and Strategic Planning department, and also worked with Mercer’s corporate finance division. Prior to joining Marsh & McLennan Companies, Mr. Pietrucha worked as a Senior Auditor with Arthur Andersen & Co., where he earned his CPA. Mr. Pietrucha attended Ohio Wesleyan University, where he received a Bachelor of Arts degree in accounting.
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About Guy Carpenter & Company: Guy Carpenter & Company, LLC operates as a reinsurance intermediary. The company offers accident and health, agriculture, alternative risk
John Wagner
Chief Financial Officer of EverQuote
John serves as our chief financial officer and is responsible for all aspects of finance and administration for NuoDB. John has nearly twenty years experience in financial management for various technology companies and enjoys facilitating the growth of emerging companies.John most recently served as Vice President of Finance for Carbonite, where he played a key role in the cloud backup provider’s 2011 initial public offering and subsequent transition to a public company. Prior to Carbonite, John served as Controller of Constant Contact, a provider of software-as-a-service marketing solutions to small businesses. While with Constant Contact, John led its financial operations and accounting team during the company’s dramatic revenue growth from $20 to $220 million and its 2007 initial public offering. John also served as Chief Financial Officer for Salesnet, a customer relationship management software-as-a-service company, leading the company through its sale to RightNow Technologies. John began his career with the firm of Arthur Andersen and also served as Accounting Manager of Mirror Image Internet, a content delivery network provider. John is a Certified Public Accountant and holds an undergraduate degree in accounting and information systems from University of Massachusetts’s Isenberg School of Management and an MBA from Boston University.John and his family spend much of their summer on Cape Cod and the islands. He is passionate about small powerboats and also subjects his family to several long sailing cruises each summer.
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About EverQuote: EverQuote is an independent insurance marketplace and is a free service that helps consumers compare quotes on auto insurance.
Andrew Balbirer
Senior Advisor ,Chief Financial & Administrative Officer of CCC Intelligent Solutions, Inc.
Andy Balbirer is the Senior Advisor ,Chief Financial & Administrative Officer at CCC Information Services.
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About CCC Intelligent Solutions, Inc.: CCC Information Services help companies improve their claims management process through better decision-making.
David Hale
Executive Vice President, COO & CFO of State National Companies
David Hale joined the company in 1995 and currently serves as Executive Vice President, Chief Financial Officer and Chief Operating Officer. David provides strategic direction to both the Lender Services and Program Services segments. He leads the company’s financial activities and corporate functions of IT and Human Resources. Previously, David worked in public accounting for eleven years in the insurance practices at KPMG and PricewaterhouseCoopers, and three years with Bank of America in the insurance commercial lending department. David received his B.B.A. from University of Texas at Arlington.
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About State National Companies: State National Companies is a specialty provider of property and casualty insurance.
Steven H Black
Chief Financial Officer of Universal American
Steve Black joined Universal American as Chief Administrative Officer in 2012. Steve has more than 25 years of operations, technology, healthcare and consulting experience. Most recently, he was with Radisphere National Radiology Group, the largest national radiology services provider, where he served as Chief Operating Officer. Steve has also held senior leadership roles at United Healthcare, Oxford Health Plans, Health Net Health Plans and PHS Health Plans. Steve also served over six years with Accenture, specializing in the insurance industry and operation improvement projects. He began his career with The Travelers as an Account Executive in the National Accounts Group. Steve has served on several volunteer executive boards for local sports associations including baseball, soccer and lacrosse. He received a bachelor’s degree from Harvard University and an M.B.A. from Boston College.
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About Universal American: Universal American is a New York Stock Exchange company with annual revenues of more than $2 billion.
Anne Waleski
Executive Vice President and Chief Financial Officer of Markel Corporation
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About Markel Corporation: Markel Corporation is a holding company that underwrites customized insurance products.
D. Craig Mense
Executive Vice President & Chief Financial Officer of CNA Insurance Company
Craig has overall responsibility for CNA’s Corporate Finance Department, which provides asset and capital management, financial planning and analysis, investor relations, treasury services, corporate accounting, financial reporting, corporate tax, ceded reinsurance, financial regulation, internal audit and compliance, corporate development, and shared services to the organization. He is also responsible for Enterprise Risk Management and CNA’s non-core operations which include Life & Group Operations and Global Resource Managers which oversees CNA Re and other run-off operations. Craig holds a bachelor’s degree in history from the University of Virginia and a master’s degree in accounting from Georgetown University. He is a Chartered Property Casualty Underwriter (CPCU).
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About CNA Insurance Company: CNA is an Insurance Company, selling insurance products and services.
David Harris
Managing Director and the Chief Financial Officer of Sard Verbinnen & Co
David Harris is both a Managing Director and the Chief Financial Officer of Sard Verbinnen & Co. David plays a key role in directing and overseeing the business and fiscal management of the firm, as well as in planning, overseeing, and coordinating capital, financial systems, real estate and operating expenditures. He also provides leadership and direction over the firm’s finance, information technology and human resource areas. Before joining Sard Verbinnen, David was the Executive Vice President and Chief Financial Officer of Korey, Kay & Partners, a mid-sized advertising agency. His responsibilities included coordination and oversight of all aspects of the company’s operations including finance, client accounting, real estate, information technologies and human resources.
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About Sard Verbinnen & Co: Sard Verbinnen & Co is a leading strategic corporate and financial communications firm.
Jeff Pashalides
Chief Financial Officer of Nomi Health
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About Nomi Health: Nomi Health is a direct health company that aims to reduce the cost of health care for employers and patients.
Jay C. Horgen
CFO of Affiliated Managers Group
Jay Horgen joined AMG in 2007 as Executive Vice President in charge of the Company’s New Investments effort, and became Chief Financial Officer in 2011. Prior to joining AMG, Horgen was a founder of Eastside Partners, a private equity firm. From 1993 to 2005, Horgen was an investment banker serving as a managing director in the Financial Institutions Group at Merrill Lynch and, prior to that, he worked as an investment banker in the Financial Institutions Group at Goldman, Sachs & Co. Horgen received a B.A. in Economics and Mathematics from Yale University.
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About Affiliated Managers Group: Affiliated Managers Group is a asset management company with boutique investment management.
Cory Walker
Chief Financial Officer of Foundation Risk Partners
Cory Walker brings in-depth insurance and finance expertise to his role as CFO. Most recently, he dedicated two decades of service to a $1.4 billion insurance leader in the U.S., where he was successful in the firm’s profit center. Previously, he was a Senior Manager at Ernst & Young.
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About Foundation Risk Partners: Foundation Risk Partners is born of decades of insurance expertise and leadership.
Gregory Gutting
Interim Executive Vice President, Chief Financial Officer of Erie Insurance Group
Gregory Gutting, CPA, CPCU, serves as interim executive vice president & chief financial officer. Greg joined ERIE in 1985 as a corporate accountant. He held a number of positions in the Financial Reporting Department with increasing levels of responsibility before being named the manager of the same department in 1998. He was named assistant vice president in 2001 and joined the Corporate Financial Planning Department in 2004 as a senior corporate financial planning analyst II. He was named senior vice president of the Controller Division in 2009. Greg earned a bachelor’s degree in accounting from Indiana University of Pennsylvania. He became a Certified Public Accountant (CPA) in 2013 and a Chartered Property Casualty Underwriter (CPCU) in 2015.
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About Erie Insurance Group: Erie Insurance offers a range of services to meet family insurance needs, including a variety of home and tenant (renters) insurance policy.
Elizabeth Ward
Executive Vice President & Chief Financial Officer of MassMutual
Elizabeth Ward is the Executive Vice President & Chief Financial Officer at MassMutual.
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About MassMutual: MassMutual is a mutual life insurance company that provides investment management and trust services.
Todd C. Larson
Senior Executive Vice President and Chief Financial Officer of Reinsurance Group Of America
Todd C. Larson is Executive Vice President, Chief Risk Officer of Reinsurance Group of America, Incorporated (RGA), a role that incorporates both management of RGA’s global enterprise risk management and corporate pricing oversight. Until early 2014, Todd was Executive Vice President, Corporate Finance and Treasurer, with responsibilities that included coordination of all external reporting including filings to the Securities and Exchange Commission, regulatory filings, and the annual report to shareholders. He was also responsible for internal management of financial reporting for RGA’s various operating segments and subsidiaries, capital management, and the treasury function. Todd joined RGA in 1995 as Vice President and Controller. Previously, he was Assistant Controller for Northwestern Mutual Life Insurance Company. He started his career with KPMG Peat Marwick LLP in Chicago, where he was a senior manager in the audit practice. Todd received his Bachelor of Science (B.S.) degree in Accountancy from Northern Illinois University.
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About Reinsurance Group Of America: Reinsurance Group of America Incorporated is a leader in the global life reinsurance industry.
John P. Sauerland
Vice President, Chief Financial Officer of The Progressive Corporation
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About The Progressive Corporation: Progressive is a place where innovation and collaboration are a way of life. Each of our employees has a role in our success and together.
Michael W. Grandstaff
CFO & EVP of Strategic Planning and Acquisitions of Patriot National Insurance Group
Mr. Grandstaff is the principal financial officer for Patriot National Insurance Group. He joined Patriot as Senior Vice President and Chief Financial Officer in February 2008. Prior to joining Patriot, Mr. Grandstaff served in a number of financial leadership roles with insurance and insurance services organizations, including American Community Mutual Insurance Company, a mutual health insurance company, Meadowbrook Insurance Group, a commercial property and casualty insurance and insurance services company and Titan Holdings, Inc., which went public in 1993 and was sold to The Travelers Companies in 2000. Mr. Grandstaff is a certified public accountant and earned his BA and MBA in Accounting from Michigan State University.
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About Patriot National Insurance Group: Patriot National Insurance Group is a provider of workers’ compensation insurance and services.
Peter Nachtwey
Executive Vice-President and Chief Financial Officer of Legg Mason
Peter Nachtwey joined Legg Mason as Chief Financial Officer and a member of the firm’s Executive Committee in January, 2011. He joined Legg Mason from The Carlyle Group, where he was Chief Financial Officer, a member of the Operating Committee, and responsible for the firm’s financial and investor reporting, internal controls, budgeting, treasury, IT and global facilities. In his role as CFO at Legg Mason, Peter Nachtwey is responsible for Finance & Treasury, Investor Relations, Public Relations, Corporate Marketing & Corporate Communications. Prior to joining Carlyle, Peter Nachtwey was a partner at Deloitte & Touche, serving in various leadership roles including Northeast Regional Managing Partner for the Investment Management industry and as the firm’s lead partner for the Blackstone Group. Before becoming a partner at Deloitte, Peter Nachtwey spent two years overseas working for a U.S. defense contractor. Peter Nachtwey graduated magna cum laude from Syracuse University. He is active in a number of industry groups, and he is a member of the Public Company Accounting Oversight Board’s Investor Advisory Committee. Peter Nachtwey’s community activities have included College Bound Foundation, The National Gallery of Art, The Friends of the New York Public Library, and the Tri-State Regional Plan Association.
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About Legg Mason: Throughout their history, integrity has served as Legg Mason’s guiding principal.
David Dillman
CFO of Rev1 Ventures
Dave has responsibility for finance, operations, external reporting and human resources. He also serves as CFO for Rev1’s managed investment funds. Dave came to Rev1 after a career in corporate accounting with the holding company of Alamo, Enterprise and National Car Rental. He’s a skier and mountain biker, who is waiting for our entrepreneurs to invent the transporter so he can teleport back home to Montana for the weekends. Dave has a BS in Accounting from the University of Montana and is an Ohio licensed CPA.
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About Rev1 Ventures: Rev1 Ventures is an investor startup studio that combines capital and strategic services to help startups scale and corporates innovate.
Peter Sheu
CFO of VentuCap
Peter Sheu brings to VentuCap over 23 years of corporate finance, business development and operational experience from his previous senior executive roles, in both private and publicly traded companies. He has been involved in technology and consumer products industries, and dealt with many strategic business transactions integrating North American and Asian markets. Mr. Sheu was key to the growth of eGene, Inc., a provider of biotechnology devices and consumables, from its founder stage to its subsequent acquisition by NASDAQ-listed QIAGEN in 2007. Most recently, he serves as Chief Financial Officer of NanoTune Technologies Inc., a private energy storage company based at Mountain View, California. From 2012 to 2013, Mr. Sheu was Chief Operating Officer of Pacgen Life Science Corporation, a Canadian technology company focused on the commercialization of biomedical products and services. He received a Master of Science in Finance and a Master of Architecture degree from the University of Illinois at Urbana-Champaign.
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About NanoTune, VentuCap: VentuCap focuses on Incubator interests in Novel and Proprietary businesses, products and services.
Eugene Ballard
Executive Vice President, Chief Financial Officer of W. R. Berkley
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About W. R. Berkley: W. R. Berkley, an insurance holding company, operates as a commercial lines writer in the United States and internationally.
Philippe Heilberg
Co-Founder, President, COO & CFO of Arbol
Philippe brings decades of senior executive experience in commodities and emerging markets. He has been investing in assets across emerging markets including Asia, Africa, and the former Soviet Union region since 2001. Philippe is an ex-partner at the commodities trading unit at AIG, one of the largest insurance companies in the world. He is a contributor to the discourse on blockchain technology including published articles. In addition, Philippe has been a member of the NY Board of Trade Commodity Exchange and is former President Circle member of Asia Society. He graduated from the Wharton School of the University of Pennsylvania with a B.S. Summa Cum Laude and MBA.
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About Arbol, dClimate: Arbol is an InsurTech platform for parametric products that pay quickly and fairly covering external risks such as unexpected weather.
David Belgum
CFO of Sureify
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About Sureify: Sureify is an industry leading SaaS platform for Life and Annuity companies.
Dianne M. Lyons
VP & CFO of United Fire Group
Dianne M. Lyons was appointed Chief Financial Officer of United Fire Group in May 2006. She was appointed Vice President in May 2003 and served as Controller from 1999 until May 2006. Ms. Lyons has held various positions within United Fire Group’s accounting department since joining us in 1983.
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About United Fire Group: United Fire & Casualty Company is an Iowa insurance company incorporated in January 1946.
Richard Roeske
Vice President, Interim Chief Financial Officer and Chief Accounting Officer of Kemper Corporation
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About Kemper Corporation: Kemper Corporation is a financial organization providing insurance and consumer finance solutions for individuals and small businesses.
Bill Gaumond
Chief Financial Officer of Allianz Life Insurance
As Chief Financial Officer, Bill Gaumond is responsible for all financial functions at Allianz Life Insurance Company of North America (Allianz Life®). These include financial planning, management, reporting, and corporate risk management.
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About Allianz Life Insurance: Allianz Life Insurance Company of North America (Allianz) is a leading provider of retirement solutions, including fixed and variable
Jumpei Shirasaki
Executive Officer / CFO of WealthPark
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About WealthPark: WealthPark is a digital asset management platform that connects investors and managers of real estate.
Kirk Stanley
CFO of PopHealthCare
Kirk brings 20 years of experience in health plan financial operations, care/disease management and advanced analytics to his role at PopHealthCare. Prior to joining PopHealthCare, Kirk served as the chief operating officer for Predilytics ,a next-generation healthcare predictive analytics company. Before that, Kirk served as both chief operating officer and chief financial officer roles at INSPIRIS and was part of the executive team that lead the sale of the company to OptumHealth.
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About PopHealthCare, PopHealthCare: Bring leading-edge health care solutions to the people who need them.
Sean Markert
Co-Founder & CFO of BitBros
Sean Markert is the Treasurer and founding board member of Blockchain and Crypto Mining Association. He is the cofounder and CFO of BitBros LLC, a cryptocurrency mining co-location provider, and a senior financial analyst and managing consultant at IBM.
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About BitBros: BitBros is to aide in the growth of the cryptocurrency and blockchain spaces.
Ted Johnson
Chief Financial Officer & Treasurer of American Equity Investment Life Holding Company
Ted M. Johnson was appointed chief financial officer and treasurer on June 27, 2012. Prior to being appointed chief financial officer, he was vice president and controller of American Equity Investment Life Holding Company since August 2000. Prior to joining American Equity, Johnson was a senior manager for Ernst & Young LLP, where he was employed from 1992 until August 2000, working primarily on audit clients in the insurance industry. Johnson received his B.A. from the University of Iowa. He is a certified public accountant and has 20 years of experience in the life insurance industry.
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About American Equity Investment Life Holding Company: American Equity is an industry leader in the development and sale of fixed index and fixed rate annuity products
Edward Bowler
SVP and CFO of USI Insurance Services
Edward Bowler serves as senior vice president and chief financial officer at USI Insurance Services.
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About USI Insurance Services: USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Jung Lee
CFO of Conning
Jung Lee is a Managing Director and Chief Financial Officer at Conning. Prior to joining Conning in 2011, Mr. Lee was employed by SFRi where he provided corporate finance, merger and acquisition, and other strategic advice to clients primarily in the (re)insurance industry. Prior to joining SFRi, he served as an investment professional with Swiss Re and Securitas Capital, where he was involved in a number of private and public equity investments in the insurance sector, as well as corporate development initiatives. Previously, he was an investment banker at Salomon Smith Barney. Mr. Lee is a graduate of the Wharton School at the University of Pennsylvania with a degree in Economics.
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About Conning: Conning is a global provider of asset management, risk management, capital management and industry research services.
Karin Roeschlein
Chief Financial Officer of CLARA Analytics
20+ yrs. in Finance & Sales Operations for technology companies Holds a BA from UCSB and is a Certified Public Accountant
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About CLARA Analytics: CLARA improves claims outcomes in commercial insurance through easy-to-use AI
Alex Anguiano
CFO @ OnMyWay.com of OnMyWay
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About OnMyWay: The Only Texting And Driving Solution That Pays
Matthew Guzek
Senior Vice President & Chief Financial Officer of ESIS
Matthew Guzek serves as Senior Vice President and Chief Financial Officer of ESIS, Inc. He is responsible for all aspects of the ESIS financial organization, including decision-support activities such as budgeting, reporting, and expense management. He is based in Philadelphia. Mr. Guzek joined ACE in March 2004. Prior to his position with ESIS, which was effective January 2016, Mr. Guzek served as Senior Vice President and Divisional Finance Officer for ACE USA Property & Specialty Lines from 2011 through 2015. Previously, Mr. Guzek held various finance and accounting roles within ACE USA in addition to participating in the ACE USA Finance Developmental Rotation Program. Prior to joining ACE, Mr. Guzek held finance and accounting roles supporting retirement services at Prudential Financial, Inc. Mr. Guzek received his Bachelor of Business Administration in Finance from Loyola College in Maryland and his Master of Business Administration from Villanova University.
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About ESIS: ESIS is a global provider of third-party administration and risk management services.
Susan Deakins
Executive Vice President, Chief Financial Officer of Penn Mutual
Susan Deakins joined Penn Mutual in 1983 and currently serves the company as Executive Vice President, Chief Financial Officer and is a member of the Executive Team. Ms. Deakins is responsible for Penn Mutual’s overall financial management function, including capital management, expense management, financial planning and projections, financial reporting, rating agency relationships, risk management and tax planning. Her career with the company began as a member of the Penn Mutual actuarial development program and has included a succession of progressively responsible positions within its actuarial and financial operations. Her breadth of responsibilities over the years in such areas as product pricing, liability valuation, modeling, actuarial assumption governance, profitability analysis, and as corporate actuary have greatly benefited the company. Ms. Deakins graduated from the University of Pennsylvania’s Wharton School with a Bachelor of Science degree in economics. An active member of her profession, she is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. Ms. Deakins lives in Berwyn, Pennsylvania, with her three children.
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About Penn Mutual: Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
Jessica Von Nagy
Chief Financial Officer of ITM TwentyFirst
Jessica is responsible for the financial operations at ITM TwentyFirst focusing on strategic planning and analytics. She brings over 10 years of experience through progressive Finance and Accounting roles within the Business Services industry. Jessica holds a Master of Business Administration degree from Regis University and a Bachelor of Science degree with a specialization in Finance from the University of Nebraska Omaha.
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About ITM TwentyFirst: ITM TwentyFirst is comprised of a team of independent life insurance servicing professionals.
Karl Mueller
Senior Vice President and Chief Financial Officer of Old Republic International Corporation
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About Old Republic International Corporation: The Company is one of America’s 50 largest shareholder-owned insurance businesses.
John M. Michel
Chief Financial Officer of First Foundation
At First Foundation, Mr. Michel is responsible for the treasury, information technology, financial reporting and human resource functions. He also provides assistance to other members of the Bank’s management team for business development and financial management matters. Mr. Michel, a certified public accountant (inactive), has over 20 years of experience in banking, mortgage and real estate accounting and financial management. He has served as the Chief Financial Officer of community and regional financial institutions. Mr. Michel is a graduate of the University of Notre Dame.
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About First Foundation: First Foundation provides integrated investment management, wealth planning, consulting, trust, and banking services.
Scott Levy
Chief Financial Officer of CARCHEX
Serving as Chief Financial Officer for companies in the biotech as well as consumer products industries, Scott has extensive experience in raising capital, developing financial systems and integrating them within the developing operations. In addition, Scott has over 12 years of public accounting experience with Grant Thornton and a regional certified public accounting firm. He received his B.S. in Accounting from Loyola University Maryland and is a Certified Public Accountant.
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About CARCHEX: Provider of extended vehicle protection for used/older cars.
Kathy Barrens
Chief Financial Officer of The Rawlings Group
Kathy oversees finance operations, including the processing and reporting of recovery transactions for the five operating divisions. Kathy also serves as the Executive Sponsor for newly-implementing clients. Prior to joining Rawlings in 1998, Kathy was the chief auditor for a major life and health insurance company, and for a public accounting firm. Kathy graduated with honors from the University of Kentucky.
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About The Rawlings Group: The Rawlings Group is the nation’s leading provider of data mining claims recovery services.
Frances Ferraz
CFO | Founder of One Car Payment, Inc.
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About One Car Payment, Inc.: Car payments will never be the same™
Mandi Carey
Chief Financial Officer of Construction Risk Solutions
Mandi Carey is the Chief Financial Officer for Construction Risk Solutions, LLC. Her primary responsibilities include overseeing the day-to-day accounting operations, financial reporting, cash flow analysis, budget and forecast preparation as well as development of internal controls, policies and procedures.
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About Construction Risk Solutions, Gallagher: Construction Risk Solutions is a retail insurance broker providing property/casualty and risk management insurance and surety services.
Jeffrey Scheidt
Senior Vice President & Chief Financial Officer of The Institutes
Jeffrey Scheidt is senior vice president and chief financial officer of The Institutes. In this role, he is responsible for the financial activities of The Institutes, including financial reporting and management, forward planning, taxation, and treasury activities, as well as facilities management and business operations. In addition to the CPCU designation, Scheidt holds the Certified Public Accountant (CPA) and Associate in Risk Management-ERM (ARM-E) designations.
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About The Institutes: The Institutes is a provider of professional education for the risk management and property-casualty insurance industry.
William Corrigan
Chief Financial Officer of Alera Group
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About Alera Group: Alera Group is an independent, national insurance and financial services firm.
Jon Frojen
Chief Financial Officer of Advisor Group
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About Advisor Group: Advisor Group is among the largest independent broker-dealer networks in the United States.
John Worthley
CFO of ICOToday
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About ICOToday: ICOToday is the secure, reliable platform for launching and directly investing in ICOs.
Brian Good
CFO of LiveGenic
Brian Good serves as the Chief Financial Officer at LiveGenic.
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About DGK Group, LiveGenic: Livegenic provides enterprise technology services and a virtual collaboration platform for insurance.
Ron Allen
Chief Financial Officer of International Risk Management Institute
Ron Allen, chief financial officer, has been a part of the IRMI family since 2002. Prior to joining IRMI, he worked in financial positions with technology and financial services companies for 11 years. Mr. Allen is currently a member on the executive team and serves on the board of directors for WebCE and ZERORISK. He is responsible for overseeing the company’s financial integrity and forecasting its financial future. Mr. Allen has a master’s degree of science in accounting from the University of Texas at Dallas and a bachelor’s degree in business administration from Texas A&M. He also holds the titles Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA).
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About International Risk Management Institute: IRMI provides online resources, conferences, continuing education courses, and certifications that will help you secure success.
Warren Zaccaro
Executive Vice President, Chief Financial Officer and Chief Compliance Officer of Securian Financial Group
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About Securian Financial Group: Securian provides financial security through insurance, retirement plans and investments.
Cristin Hopkin Bishop
CFO of The Brokerage
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About The Brokerage: The Brokerage, Inc. is a national insurance marketing organization specializing in life, health and accident products.
Mark Kociancic
Executive Vice President and Chief Financial Officer of Everest Reinsurance Company
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About Everest Insurance, Everest Reinsurance Company: Everest is a world leader in property and casualty reinsurance and insurance, offering innovative products.
Martin P. Klein
Executive Vice President And Chief Financial Officer of Athene
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About Athene: Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.
Margaret Meister
CEO and Chief Financial Officer of Symetra
Margaret Meister is executive vice president and chief financial officer of Symetra Financial Corporation and its insurance subsidiaries. She is responsible for leading the company’s financial operations and strategy, and she serves as a liaison between the company and its board of directors and rating agencies. Ms. Meister leads the company’s Information Technology department, where she currently serves as interim chief information officer. She also oversees the company’s strategy to further develop the Symetra brand with responsibility for marketing, advertising and communications programs. Ms.Meister joined Symetra in 1988, when she started as an actuarial student. Since then she has held several actuarial positions throughout the company, including chief actuary. She was appointed to her current position in February 2006. Ms. Meister is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. She graduated from Whitman College with a bachelor of arts degree in math. She serves on the global board of directors of LIMRA and is a member of the United Way of King County board of directors.
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About Symetra: Symetra elevates people’s lives through retirement, employee benefits.
Michael Benedek
President, CFO and Co-Founder of LifeYield
Michael was the Chief Financial Officer at Upstream Technologies, starting in 2002. Upon the sale of Upstream in May 2007 to CheckFree Investment Services, now Fiserv, Michael was Vice President of Advanced Trading Solutions at CheckFree and Chief Financial Officer of CheckFree Securities, CheckFree’s broker dealer subsidiary. Prior to Upstream, Michael was CFO of Collectsafe, a developer of web-based anti-fraud technology. Before Collectsafe, Michael was Vice President and Co-founder of the Private Equity Group at Wit Capital Corporation (now part of UBS), a pioneer in investment banking technology, and was an associate in Cowen & Company’s Private Transactions Group. Michael has a B.A. from Vassar College, a J.D. from Boston College School of Law, and is a member of the New York and Massachusetts State Bars.
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About LifeYield: LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money.
Christopher O’Brian
Head of Finance & Administration/CFO of PrecisionGx
Chris currently serves as both the Head of Finance & Administration/CFO of PrecisionGx, an AI-technology company specializing in health insurance claims analytics and payment integrity automation, and the Founder of OBrian CFO Consulting Group. An experienced CFO with broad exposure working with pre-B stage start-ups and other small businesses and organizations, Chris primarily serves the AI, healthcare, SaaS and not-for-profit sectors. Since 2016, Chris has either worked or consulted on Seed and Series-A fundraising campaigns, having secured >$7.5M from Angels, institutions and non-profit donors. As an intellectually curious person, Chris is passionate about solving complex problems and making a real impact. In addition to his professional work, he also sits on the board of directors of the Bobby Bonds Memorial Foundation, a 501(c)(3) that helps raise funds to put towards addiction/alcoholism awareness and treatment sponsorships.
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About O’Brian CFO Consulting Group, PrecisionGx, PrecisionGx: Health insurance-native AI technology
Mays Davenport
CFO of LegacyTexas
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About LegacyTexas: LegacyTexas is commercially oriented community bank that serves local entrepreneurs, businesses, and families.
Connor Johns
Co-Founder & Chief Financial Officer of Vest Technologies
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About Vest Technologies: An intelligent ecosystem of capital, technology, and ideas that works for the everyday person.
John Krantz
Chief Financial Officer of CrossCountry Mortgage
John Krantz is the Chief Financial Officer at CrossCountry Mortgage.
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About CrossCountry Mortgage: CrossCountry Mortgage, Inc. is a full service lender mortgage company.
Julia Race
Chief Financial Officer of Franco Signor
Julia Race is a Chief Financial Officer at Franco Signor LLC.
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About Franco Signor, ISO Claims Partners: Franco Signor is an insurance firm that aims to be the authority in Medicare Secondary Payer (MSP) Compliance.
Howie McClennan
VP & CFO of Crop Pro Insurance
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About Crop Pro Insurance: A Managing General Agency ( MGA) specializing in federal and private crop insurance for GuideOne Mutual Insurance Company.
Charles Compton
Executive Vice President & Chief Financial Officer of United Guaranty
Charles Compton oversees the Accounting, Financial Planning and Analysis, Treasury, and Structured Products groups at United Guaranty. He is responsible for the company’s financial reporting and performance, capital management, and rating agency relationships. Compton joined the company in 2011, bringing strong leadership experience in both finance and insurance. Prior to that, he was executive vice president and chief financial officer of HSBC Insurance NA, where he was responsible for financial leadership of the company’s North American insurance operations. At HSBC, he helped align the North American insurance business with the company’s global retail banking and wealth models. Prior to joining HSBC, Compton was a partner at Adanac II LP. Before that, he was with Associates First Capital Corp. for 11 years, leaving as executive vice president for international insurance operations. Compton began his career at Ernst & Young after earning a bachelor’s degree from the University of North Texas. He is also a certified public accountant.
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About United Guaranty: United Guaranty has provided the best in mortgage insurance products and services to mortgage lenders and credit unions of all sizes.
Michael Ahern
CFO of NVX Holdings, Inc.
Michael F. Ahern is the Chief Financial Officer at Norvax Inc. When Michael was named Chief Financial Officer for Norvax in February 2007, he brought more than 20 years of financial management and accounting experience to the company. Prior to joining Norvax, Ahern oversaw the finance and administrative functions at CT TyMetrix, the market leader in web-based management solutions for corporate law departments and claims organizations. Ahern previously was Chief Financial Officer at TriPoint Systems Development Corporation, where he helped negotiate the successful sale of the company. Ahern also has held finance executive roles at technology startups in Chicago and the San Francisco Bay Area over the past ten years. During his time as controller at Transmeta Corporation, he played a key role in taking the company public in November 2000. A registered CPA in Illinois, Mr. Ahern holds a Bachelor of Science degree in accountancy from the University of Illinois and a Masters degree in Business Administration from the University of Chicago.
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About NVX Holdings, Inc.: NVX Holdings, Inc. develops web-based sales and communication tools for the health insurance industry.
Robert Kleinschmidt
Chief Financial Officer & Chief Technology Officer of Designing Benefits
I could be considered a veteran of sorts, with 20 years of experience in engineering and research with several Silicon Valley stalwarts. I have worked extensively in the areas of innovation, software and engineering. I’m responsible for all of Designing Benefits technical infrastructure from external website to driving further technological development. It’s my goal to provide our staff and clients with the highest quality tools and resources the market has to offer for their HR and Benefits administration. Recently I’ve served as Vice President of Engineering at Intacct and DeviceAnywhere and Senior Director of Engineering at Oracle. I also try to fit in some musical theatre and reading where I can.
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About Designing Benefits: Designing Benefits provides insurance brokerage services.
Rick Spencer
Senior Vice President, Chief Financial Officer & Treasurer of Baltimore Life Insurance Company
Rick Spencer joined the Baltimore Life Companies in 2002 as Controller. Before joining Baltimore Life, he served as Senior Vice President of Finance and Acting CFO of InsLogic Corporation, a private label insurance broker. He also directed the delivery of audit and strategic risk management consulting services in the Washington, DC offices of PricewaterhouseCoopers LLP. Spencer earned a bachelor’s degree in accounting from Mount Saint Mary’s University and is a Certified Government Financial Manager and Certified Public Accountant.
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About Baltimore Life Insurance Company: The Baltimore Life Insurance Company has provided reliable and competitive life insurance coverage for seven generations of policyowners.
Terry R. Goodemote
CFO of Arrow Financial Corporation
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About Arrow Financial Corporation: Arrow Financial Corporation is an Insurance company.
Rod W. Fountain
Chief Financial Officer of Endeavor Insurance Services
As Chief Financial Officer of Endeavor Insurance Services, Rod is responsible for all accounting and finance elements of the business, as well as the company’s statutory compliance. With more than a decade of financial experience, Rod began his career as an accountant for Liberty Life in Greenville, SC. His background includes working as an Internal Audit Services Consultant with Ernst & Young and later serving as Controller for Employers Life Insurance Corporation (Spartanburg, SC ), where he oversaw the preparation and analysis of financial statements, accounts receivable and accounts payable and claims funding. In addition, he served as an internal liaison on regulatory matters and managed Advantage Plan Services, LLC, an affiliated start-up company owned by the parent organization. Rod is a certified Public Accountant (CPA) and a member of both the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants.
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About Endeavor Insurance Services: Endeavor Insurance Services specializes in group health and employee benefits.
Michelle Roccoforte
CFO of Align General Insurance Agency
Michelle has 21 years of Insurance Premium Accounting experience across multiple lines of business with her former employer Arrowhead General Insurance Agency. While at Arrowhead, Michelle was an integral part of the design and implementation of various cash reconciliation, online payment systems, and commissioning systems for streamlining and automation of the cash flow processes, enabling Arrowhead to grow combined writings to over $1 billion through multiple insurance carriers. Mrs. Roccoforte earned her Certified Public Accounting designation after graduating from San Diego State University with a Bachelor of Science in Accounting.
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About Align General Insurance Agency: Align General Insurance Agency is a general agency and specialist program underwriting manager.
Steve Melendez
Chief Financial Officer of ValueInsured
Health enthusiast and number cruncher extraordinare, Steve with his 25+ years of experience sits quietly in dark rooms staring at computers making the models that drive ValueInsured’s business.
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About ValueInsured: ValueInsured is the only product that reimburses homeowners up to their full down payment should the market go down.
Nick Gorgievski
Chief Financial Officer of Public Employer Risk Management Association
Mr. Gorgievski acts as chief fiscal officer and is responsible for all PERMA financial activities. He is a key advisor to the President and Executive Vice President in planning and policy matters including management of PERMA’s investment portfolio. Mr. Gorgievski develops the NEAMI budget and manages and develops cost-effective facilities.
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About Public Employer Risk Management Association: Public Employer Risk Management Association is a provider of workers compensation for public entities.
Joe Schiff
Chief Financial Officer of ASI Capital
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About ASI Capital: ASI Capital provides debt instruments with equity warrants, collateralized loans, and preferred equity investments.
Jennifer Keller
Managing Partner & Chief Financial Officer of Headwaters Solutions LP
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About Headwaters Solutions LP: Institutional asset manager implementing structured risk exposure, downside protection and correlation control strategies.
Dic Marxen
CFO of OneShield Software
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About OneShield Software: SaaS, Global Insurance Software Provider to the P&C, life, health and specialty markets.
Dic Marxen
CFO of OneShield Software
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About OneShield Software: SaaS, Global Insurance Software Provider to the P&C, life, health and specialty markets.
Robert Conerly
CFO of SmartPay Solutions
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About SmartPay Solutions: The Cloud-based Software Solution For Pay-Go Workers’ Compensation Plans.
John S. Hill
CFO of Maison Insurance
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About Maison Insurance: Maison Insurance is a Louisiana based Company.
