Phone: (424) 253-1107
Email: info@iicf.org
30th Anniversary Giving Campaigns
The IICF International Board of Governors is the senior board governing the Insurance Industry Charitable Foundation, responsible for overseeing all US and UK-based operations, and establishing and ensuring strategic direction by working in conjunction with the IICF CEO, staff and Chairs of the IICF Division Boards of Directors. The Board of Governors is also responsible for managing the IICF Long-Term Investment Fund and members serve as advocates for the foundation and all IICF initiatives and programming. Board members are senior industry leaders representing the P&C and Life/Health/Wealth Management segments of the industry along with other businesses that support the insurance industry.
Wendy Houser is Chief Wholesale Officer for Markel Specialty, a division of Markel Corporation (NYSE: MKL). Headquartered in Richmond, Virginia, and founded in 1930, Markel is a Fortune 500 company with insurance, reinsurance, and investment operations around the world. In this role, Wendy is responsible for overseeing Wholesale underwriting and production for the United States.
Wendy joined Markel in 2008 to assist in the establishment of the Mid South office in Plano, Texas.
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In 2010, she relocated to Richmond, Virginia, to manage the Wholesale Marketing team and was promoted to Managing Director. In August 2012, Wendy moved back to Plano in the role of Managing Director, Underwriting and Production to lead the Mid South’s underwriting and marketing teams. Her leadership helped the team achieve premium growth and profitability for the breadth of products written in the region. In early 2014, Wendy was promoted to Regional President of the Mid South Region. She was promoted in April 2020 to Chief Territory Officer, West. She was then promoted in April 2023 to her current role.
With 25 years of experience in marketing and insurance, Wendy was a Wholesale Broker before joining Markel. She also served as a Hospital Corpsman in the United States Navy.
Wendy earned her bachelor’s degree from Missouri State University. She currently serves on the Wholesale Surplus Insurance Association (WSIA) board and is an instructor for the WSIA Marcus Payne Advanced School. For her contributions on the NAPSLO (WSIA) convention committee, Wendy received the W. Dana Roerhig Award. She also received the City of Hope 2019 Bill Storey Award and the 2022 IICF Philanthropic Leadership Award. In addition, Wendy previously served as the Chairwoman of the IICF Texas Southeast Division and the President of the National Insurance Industry Council for City of Hope. In 2022, Wendy was named to Insurance Business America’s Hot 100 list.
Hank is responsible for Lloyd’s market development activities in the US, Canada, Latin America, the Caribbean and Bermuda. From offices in Chicago, Frankfort KY, New York, Toronto, Bogota, Mexico City, Miami and Rio, Lloyd’s is actively engaged in educational and marketing outreach to retail, wholesale and reinsurance intermediaries, risk managers, MGA’s and MGU’s, risk management programs at colleges & universities and other stakeholders in the Lloyd’s market.
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Over the past 40 years, Hank has held a range of underwriting, client management and leadership positions in the United States and Europe at Chubb, Johnson & Higgins, Marsh, HRH and Lloyd’s.
Hank received his BA from the University of California, Berkeley and has completed an executive leadership program at The Wharton School. He’s a member of the Board of Overseers at the Hank Greenberg School of Risk Management at St. John’s University and is on the boards of British American Business, the Insurance Industry Charitable Foundation (Chair, Board of Governors) and the Insurance Federation of New York.
With approximately 60% of Lloyd’s global premium in 2021, the Americas region is Lloyd’s largest market for insurance (E&S in the US) and reinsurance. In addition to market development, Lloyd’s colleagues in the Americas provide claims, regulatory and media relations support to the syndicates writing business in the region.
David Alberts is co-leader of Mayer Brown’s Global Insurance Industry Group. David’s work for the life and non-life insurance industry includes a broad range of corporate, commercial and regulatory advisory and transactional work, including corporate/M&A, regulatory, commercial, insurtech, traditional and alternative/structured reinsurance and new product
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development. David has been designated as a leading lawyer in Chambers USA since 2006 for Insurance: Transactional and Regulatory, for which sources endorsed him as being "incredibly good at what he does” and having "deep expertise in relevant fields. He's invested time to get to know the nuances of our company and he's collaborative and creative.” He is a member of the Advisory Council of the Association of Insurance & Reinsurance Run-Off Companies (AIRROC), a member of the International Board of the Insurance Industry Charitable Foundation and a member of the Association of Life Insurance Counsel.
Bruce has over 40 years of insurance industry services experience that combines extensive business and operational expertise with demonstrated leadership and Board level responsibility in both the national and international insurance communities.
He co-founded and
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built ABD Insurance and Financial Services (ABD), a $186M insurance brokerage, into one of the top 14 insurance brokers in the United States, then acquired by Greater Bay Bancorp in 2002, and later by Wells Fargo as part of its acquisition of Greater Bay Bancorp.
In 1995, Bruce established the US arm of WBN and subsequently served as CEO, Member of the Global Executive Committee, and Member of the Global Board of Directors.
Barbara's four decades in the insurance and reinsurance industry have spanned leadership roles encompassing operational and strategic responsibilities, including business origination and product development, underwriting, claims, risk management/corporate governance and ceded and assumed reinsurance, while fostering a culture of innovation, mentorship, and diverse talent. Throughout the past eight years, Barbara has
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focused her career at the intersection of distribution, underwriting, technology and capital in specialty businesses. Barbara currently serves as a Senior Advisor at Amwins Group and a founding member of the D&I Council, an independent director of Nuclear Electric Insurance Limited (NEIL) and subsidiary Cedar Hamilton, and an independent director The Westfield Companies. She previously held leadership roles at Assurant, Hamilton USA, Guy Carpenter, Argo Group and Swiss Re.
During her 3-year tenure (2017-2020) as Chair of the International Board of Governors of the Insurance Industry Charitable Foundation (IICF) and current President of the Association of Professional Insurance Women (APIW), Barbara has been directly engaged in the global and national Women in Insurance Conference series. Furthering her commitment to the IICF she serves as Co-Chair of the IICF Inclusion, Diversity, Equity and Accessibility (IDEA) Council which brings together over 50 of the top D&I officers in the insurance industry to advance the mission of diversity and inclusion. Concurrently, she is a member of the North American board of directors of ISC Group and advocates for the value of the insurance industry as a career of choice in her role as immediate past president and chair of the governance committee and member of the Board of Trustees of Gamma Iota Sigma (GIS).
As a keynote speaker on The Power of Purpose and The Archaeology of a Network in various insurance industry forums, Barbara has been driving the Big Tent of culture, inclusion, innovation, sponsorship, mentoring talent and the power of networks.
A tireless advocate on issues of philanthropy, product innovation and talent, among other awards, Barbara was named Insurance Woman of the Year by APIW in 2012, Inclusion Champion by the IICF in 2015 and Woman of Distinction at the 2017 Insurance Business America Awards. In 2019, she was inducted into Insurance Business America’s Hall of Fame.
Lisa Butera is a Managing Director at Swiss Re. In her current role, she manages a $2B reinsurance portfolio and leads a team of underwriting and client management specialists who engage and service US-based, P&C multinational clients. Additionally, Lisa leads for Swiss Re's US strategic engagement with key reinsurance brokers. Prior to this role, Lisa was a Head of Strategy and a Senior
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Client Manager for this same portfolio, acting in a capacity as chief sales leader for five client insurers. In this role, she was responsible for growth and profitability of the global client relationship and for leading cross-functional teams to develop and deliver risk and capital management solutions to her clients.
Prior to joining Swiss Re in August 2012, Lisa spent nearly 20 years at AIG in various underwriting and management capacities. Prior to leaving AIG, she was Head of the Multinational Risk Practice for AIG North America and prior to that Head of Worldwide Commercial Management Liability within the international Financial Lines Division. During her AIG career, Lisa held several positions of increasing responsibility.
After leaving AIG for a short hiatus and then again returning after 2.5 years, Lisa was a broker at Aon within the Financial Services Group. Lisa is a DEI Champion and Global Executive Sponsor of Swiss Re's Employee Resource Group for People of Color, an active Mentor and Sponsor.
Lisa graduated cum laude with a Communications Studies degree from Montclair State University.
Olga became the youngest ever Board member at WBN when she joined in 2019 before taking the reins as Chief Executive Officer in April2021. She was also head of WBN's Young Professionals Academy.
Born and raised in Poland, Olga is multilingual, studied five languages, and has a passion for global business. She is a member of the prestigious invitation-only C-
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Suite female network ‘Chief’, backed by Serena Williams, and recipient of multiple industry awards including:
· Finalist: Outstanding Contribution Awards, AXCOAwards 2024
· Winner: Risk & Insurance All Stars 2023
· Finalist: CEO of the Year, Women in Governance, Risk & Compliance Awards 2023
· Finalist: Risk Management Champion, CIR Risk Management Awards 2023
· Hot 100 by Insurance Business America 2020
· Power Broker in Risk & Insurance in the International category 2020
· Elite Women by Insurance Business America 2020
· Women to Watch by Business Insurance 2019
Olga joined WBN from Beecher Carlson Insurance Services, a specialized large account division
of Brown & Brown, Inc., where she created and led the multinational practice for seven years. Prior to this, Olga worked for UPS for 15 years where among other roles, she served as the risk manager responsible for global risks in more than 200 countries.
Throughout her career, she has held a variety of professional accreditations including Associate in Risk Management (ARM). She received her undergraduate degree in Finance from Syracuse University and herMBA with focus on leadership from LeMoyne College. Olga lives in Atlanta, US with her husband, two children, and a doodle.
In her spare time, Olga and family can be found enjoying music, travel, and cooking.
Ken Crerar is the President/CEO of The Council of Insurance Agents & Brokers, a Washington, DC-based trade association representing the top 200 commercial insurance brokerages in the world.
Crerar first joined The Council in 1987 as chief lobbyist and director of its political action committee. He was named president in 1992. Since then,
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he has built the organization into the leading representative of the most successful commercial insurance and employee benefits intermediaries across the globe.
Under Crerar’s leadership, The Council created Leader’s Edge magazine, an award-winning publication and digital content platform with an editorial focus on the brokerage sector; launched The Council Academy, which provides unique talent development resources to Council member firms; established The Council Foundation, a non-profit which assists in attracting and developing the brokerage workforce of the future; and formed various executive-level peer groups. He was also instrumental in The Council’s efforts to create The World Federation of Insurance Intermediaries. Headquartered in Brussels, WFII is a non-profit international organization representing associations of insurance intermediaries from around the world. In addition, The Council is home to the largest political action committee in the insurance industry, topping $2million. In 2013, Crerar was named one of the industry’s top 100 “Game Changers.”
Crerar’s achievements and interests extend well beyond insurance. He is a founder and current member of The Monumental Leadership Group, a member of The Economic Club of Washington, DC, and chairman and owner of Rogers Collection, a 25-year-old importer of best-in-class specialty food products.
Jack has worked with Falvey since 2013. After graduating from the D’Amore-McKim School of Business at Northeastern University with a Degree in International Business. Jack started his career at Falvey as a business analyst before becoming the V.P., Group Operations. In that role, Jack oversaw facility structuring, analytics and reporting, and the system development of Falvey’s proprietary systems.
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In addition to market relationships and program building, Jack oversees the operations of Falvey Insurance Group, including marketing, data and innovation, technology, claims, loss prevention, and recoveries, administration and legal/compliance.
Jack was named the 2022 C-Suite “Rising Star” by Providence Business News, as well as a 2019 “Young Gun” by Insurance Business America.
John Gambale Regional Head of Distribution, Large Corporate, in North America for Allianz Global Corporate & Specialty (AGCS). John is a senior commercial insurance executive with 20+ years of experience developing and executing innovative, market-leading strategies and managing large regional and national teams. His expertise driving
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profitable growth, delivering tailored customer-centric solutions in the large corporate sector and leveraging deep relationships within the broker and client community brings tremendous value to the AGCS organization. John will be based in the New York City office, reporting to Bill Scaldaferri, President & CEO, North America.
Most recently John served as President, Northeast Zone, at AIG where he led overall operations across all major Property, Casualty, Financial Lines and Specialty product lines. During his tenure with AIG, he held various leadership positions of increasing responsibility including Head of Professional Liability & Lexington Financial Lines Executive responsible for Cyber, Miscellaneous, Media, Accountants, Lawyers Malpractice, in the U.S., Canada, Bermuda, and E&S London market and Head of the Private/Non-Profit Management Liability Division responsible for domestic and multinational private and non-profit organizations in the U.S. and Canada.
John is a member of the Northeast Board of Directors for the Insurance Industry Charity Foundation (IICF) and Co-Chair for IICF’s annual fundraising event. John graduated from the University of Vermont with a Bachelor of Science degree in Resource Economics and holds an M.B.A. from the Lubin School of Business at Pace University. In 2021, John received the Pace Downtown Gamechanger award for his contributions and impact on Downtown Manhattan over the past two decades.
America Glaude is Chief Human Resources Officer and Operations Groups Lead for Intact Insurance's Global Specialty Lines (“GSL”). In this role, she is focused on ensuring an exceptionally engaged employee community that reflects top industry talent. Additionally, she contributes to strengthening broker and customer loyalty by overseeing the U.S. insurance
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Operations services and GSL’s Marketing and Communications. And lastly, her role nurtures our inclusive culture where all stakeholders may thrive and achieve their full potential through oversight of DEI and Social Impact.
America joined Intact through one of its legacy companies in2004 – OneBeacon Insurance – in an HR capacity, where she progressed to positions of increasing responsibility. She was appointed to lead HR in 2017 following the company's acquisition by Intact Financial Corporation. In recent years, her responsibilities have expanded to include international HR for lntact's Specialty businesses in Canada, the UK, and other European locations.Since 2017, her role has consistently encompassed talent acquisition, business HR consulting, executive compensation, employee benefits and learning and organizational development. Beginning in 2022, her mandate expanded to include Marketing & Communications, Operations and DEI & Social Impact. She has also provided strategic contributions to the company’s planning and analysis and M&A efforts. Prior to joining Intact, America spent eight years in HR roles at Hanover Insurance Company.
America serves as a Trustee of the Intact Charitable Trust USA and was recently appointed to the Insurance Industry Charitable Foundation’s Board of Governors.
Rod Hughes is president of Kimball Hughes Public Relations, a national agency specializing in content development, reputation management and crisis communications. Since its founding in 1995, Kimball Hughes PR has inhabited the world of insurance communications, becoming a leader in the P&C sector representing carriers, MGAs, program managers, third-
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party administrators, alliances, networks, associations, back-office service providers, insurtechs and others. Rod joined the agency in 2012 and became a partner in 2015. He assumed the role of president and principal in January 2022.
Prior to joining Kimball Hughes PR, he served as director of communications for a full-service marketing agency in New Jersey, and before that as public relations counsel for a top 10 international law firm. Public relations, however, is his second act. Previously, Rod spent nearly a decade as a journalist serving as editor and publisher of two successful, national legal trade magazines as well as the editor of several insurance litigation newsletters. He got his start as a reporter for a small Pennsylvania weekly newspaper before completing his journalism studies at Temple University.
Rod is a frequent public speaker at national conferences and regional forums on issues involving communications, leadership and reputation management. Prior to joining the Insurance Industry Charitable Foundation Board of Governors in 2019, he previously served on IICF’s Philadelphia Chapter Board of Directors.
In 2020, Kimball Hughes PR was named to PRNews Agency’s Elite Top 100, a list of the most innovative and strategic public relations firms in the nation. In 2021, the agency was named a MARCOM Gold Award winner by the Association of Marketing and Communications Professionals and has been recognized previously by the Public Relations Society of America and the Insurance Marketing and Communications Association, among others.
Rod can be reached at rhughes@kimballpr.com.
Chris Jones is Senior Vice President, Chief Operating Officer, for The Hartford’s Small Commercial business. The Hartford is an industry leader in small business insurance, protecting more than one million businesses with annual revenues under $50 million.
As Chief Operating Officer, he is responsible for Small Commercial sales and distribution, underwriting policies and practices, as well as products and pricing. In this capacity, Chris also leads the Small Commercial Sales and
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Underwriting teams, which drive exceptional performance with The Hartford’s distribution partners across the United States.
Since joining The Hartford in 1994, Chris has held field office management positions in Chicago, Dallas, and other key markets as well as underwriting, sales, and product management roles in Small Commercial, Middle Market, and Personal Insurance.
The Hartford is a leader in property and casualty insurance, group benefits and mutual funds. With more than 200 years of expertise, The Hartford is widely recognized for its service excellence, sustainability practices, trust and integrity.
Chris serves on the Board of Governors for the Insurance Industry Charitable Foundation. He earned a Bachelor of Science in Management and Economics at Gettysburg College in Gettysburg, Pennsylvania.
Jodie Kaufman Davis is Senior Vice President and Board Member at H.W. Kaufman Group. A leader in developing and executing company strategy and management-driven initiatives, Jodie offers direction on best practices and expertise to expand business across the Kaufman network.
Jodie is the Managing Director for Burns & Wilcox
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Canada, a Kaufman company and sister organization to Burns & Wilcox. She leads operations for all six office locations, which has continued to experience consecutive growth under her leadership.
She serves on the Board of Directors for Atain Insurance Companies, a Kaufman company, where she closely works with leadership to develop growth opportunities.
Jodie is also responsible for RB Jones and is recognized for its business launch. In addition to oversight of the team, she is involved in developing its product portfolio as well as partnership and new business efforts.
Passionate about company culture, she is the executive sponsor for Kaufman’s Diversity Equity& Inclusion (DE&I) Committee, where she helps strategize and implement programming for its 2,000 associates.
In2020, Jodie was selected as an Insurance Business Global 100 and was a winner of Business Insurance’s Women to Watch Award in 2019.
Outside the workplace, she is the Diversity & Inclusion Officer of the Young Presidents’ Organization (YPO) Motor City Chapter, a Director on the Insurance Supper Club (ISC) Group Global Advisory Board and serves on the Insurance Industry Charitable Foundation (IICF) International Board of Governors.
Prior to joining Kaufman, Jodie worked for law firm Dorsey & Whitney where she advised Canadian and U.S. companies on mergers & acquisitions, capital market financing and regulatory issues. Jodie earned a Juris Doctor degree(J.D.) from Michigan State University and a bachelor’s degree from the University of Michigan.
Dan Kennedy is the Mid South Regional President for Markel Specialty, the US insurance operations for Markel Corporation. Headquartered in Richmond, Virginia, and founded in 1930, Markel is a Fortune 500 company with insurance, reinsurance, and investment operations around the world.
Dan leads the Mid South Region, one of Markel Specialty’s six regions. Markel Specialty is a diversified specialty insurer offering products in the casualty,
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property, professional lines, and surety segments of the business. Insuring businesses from Main Street to Wall Street, Markel Specialty offers innovative admitted and non-admitted solutions to individuals, small businesses, Fortune 1000 companies, and everything in between. Products are distributed through appointed retail agents, wholesale brokers, and intermediaries including underwriting authority delegated to managing general agents (MGAs) and managing general underwriters (MGUs), as well as insurtech and other alternative distribution platforms.
Dan began his career in the insurance industry with a monoline workers compensation carrier which was acquired by Markel in 2010. He has held various ascending positions since starting as a field sales associate in 2005, relocating six times for new opportunities.
Dan graduated from Kansas State University with a degree in business administration and a concentration in marketing. He holds the Chartered Property Casualty Underwriter (CPCU), Accredited Advisor in Insurance (AAI), and Associate in General Insurance (AINS) designations and is a licensed property and casualty producer. He serves on the board of the Southeast Division of the Insurance Industry Charitable Foundation and on Markel’s Diversity & Inclusion Global Steering Committee. Dan lives just north of Dallas in Prosper, Texas, with his wife Mandy and their three children: Ashton, Aubrey, and Avery.
Sean Kevelighan joined the Insurance Information Institute as President and Chief Executive Officer in2016. Previously, he was Group Head of Public Affairs for Zurich Insurance Group where he oversaw Government and Industry Affairs as well as Corporate Responsibility. He joined Zurich in May 2013 as Head of Government and Industry Affairs for North America, with responsibility for driving the public policy agenda in the region. Prior to that, he worked at
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Citigroup, Inc., as Head of Strategic Communications for its Global Consumer Banking business, and for Zurich, as Head of Group Media Relations in North America.
He has served in various public sector posts in Washington, D.C. As apolitical appointee in the administration of President George W. Bush, he served first in the Department of Treasury as a spokesperson for economic issues, and eventually became Senior Advisor for the Office of Tax Policy. He was also the Press Secretary for the White House Office of Management and Budget. Additionally, he worked on Capitol Hill, serving on the staff of members of Congress; most notably as Legislative Director for Representative Bob Schaffer of Colorado.
Sean's private sector experience in Washington, D.C. included positions at public affairs firms such as Edelman and Hill & Knowlton. He advised numerous multinational and FORTUNE 100 corporate clients on policy issue management programs, corporate reputation campaigns and crisis communications. Sean is a graduate of the University of Colorado at Boulder. He and his wife Annik have three children. He is an avid enthusiast of exercise and outdoors, participating regularly in running events as well as the occasional triathlon.
Garrett has 27-years of complex financial and insurance experience with 22-years experience in a senior executive position. He was a partner and senior management equity holder in 4-successful private equity transactions involving Tri-City Brokerage, Bisys, Crump, and CRC Group. Garrett currently acts as President of Brokerage for CRC Group,
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one of the largest wholesale insurance brokers in the world. He is responsible for operations in excess of $10 billion in written premiums annually and strategy relating to international markets, fintech, diversity and inclusion, and executive lines of insurance.
Outside of CRC, Garrett sits on the investment advisory board of Hudson Structured Capital Management, and on the Board of Kairos Acquisition Corporation, traded on NASDAQ. He is also a General Partner for IA Seed Ventures. Garrett is a former Managing Partner at The Batchery incubator in Berkeley and remains a partner. He also acts as a mentor for 500 Startups, Lloyd’s Lab in London, Barcelona Ventures, Broker Tech Ventures, and Brown University Lab. He is an investment panel member for Funders Club Venture Capital and sits on numerous additional boards, including companies involved in blockchain-crypto/DiFi, cyber insurance, energy finance, insurance capital markets, MGAs, parametric insurance, real estate, software, and tech-based insurance brokerage.
Education:
Brown University MBA
IE Business School MBA
University of Puget Sound BA Business, BA Politics
Stephen is president, Specialty property and casualty at The Hanover Insurance Group, Inc. Joining The Hanover in 2023, he is responsible for leading the company’s excess and surplus business, specialty industrial business, Hanover Programs, specialty general liability and Hanover Specialty Insurance Brokers (HSIB).
An insurance industry veteran with more than 30 years of wide-ranging industry experience and an
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accomplished background in commercial and specialty property and casualty insurance, Stephen most recently served as senior vice president of small business at CNA Insurance. Over the course of his 10 years with CNA, his responsibilities included oversight of the businesses and zone leadership for product lines such as primary and excess casualty, package, and property across segments, including small business, middle market, and national accounts. Prior to joining CNA in 2013, Stephen held a number of senior leadership roles throughout the 18 years he spent at AIG.
Stephen graduated from The Ohio State University with a bachelor’s degree in business administration with a concentration in marketing. He holds the Charters Property Casualty Underwriter (CPCU) designation.
Bill Mecklenburg joined Alliant upon Alliant’s acquisition of SESRisk Solutions in 2017. SES is the leading provider of technology driveninsurance solutions for portfolios of single family residential rentalproperties and properties held in trust by financial institutions. Billcontinued to serve as President of SES as well as the President of PreferredConcepts, Inc., another subsidiary of Alliant with a focus on commercial
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realestate until January, 2024 when he promoted to Senior Managing Director ofAlliant Underwriting Solutions. Bill was previously the CEO of RedwoodsManagers, Inc. and the COO of The Redwoods Group. Bill also served as aManaging Director of reinsurance broker Guy Carpenter after running the P&Cdivision of KEMPES, Inc..Bill graduated from the University of California,Berkeley. Bill is the Treasurer of the Children’s CraniofacialAssociation, he previously served on the board of the Orange County United Way,and he was a founding board member of The Redwoods Group Foundation.
From May 1st,2022, Dawn M. Miller holds the role of Commercial Director for Lloyds of London. She joins Lloyds from CHUBB, where she was Regional Executive Officer for CHUBB Central Region (Switzerland, MENA, Turkey) from April 2021 and Country President for CHUBB Switzerland, based in Zurich, since March 2020.Prior to this role, she was responsible for
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Middle Market, Small Commercial, Industry Practise and Distribution businesses of CHUBB Continental Europe.
Prior to joining CHUBB, she was President and CEO of AXA Insurance Company, in New York and held a variety of market-facing leadership roles at AIG in Europe, the Gulf region, and the United States, and spent several years in the Central/Eastern European energy sector as an Entrepreneur.
In 2018, Risk and Insurance and Re/Insurance have highlighted Dawn as an Insurance Executive to watch. Dawn also Chairs the Board of Trustees for Insurance Industry Charitable Foundation UK, sits on the Steering Committee for Maths4Girls as well as the Executive Council of International Insurance Society (IIS). She is a member of Chatham House, and a past judge for Endeavor.org entrepreneur selection panels as a passionate supporter of diversity in business leadership, enabling small business success and community sustainability.
Marc leads the distribution field organization, comprised of regional operations for retail and wholesale channels, private equity and construction practices, marketing, client engagement and distribution analytics. Marc oversees the delivery of GRS’s broad range of products to the market across all lines of business in North America.
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Prior to this, Marc was general manager and chief underwriting officer for risk management and middle market casualty lines in the Northeast region, overseeing underwriting, sales, and service. Marc was responsible for profitably growing that business by delivering best in class customer and broker experiences.
Marc joined Liberty Mutual in 2011 and has held key leadership positions in underwriting and distribution in North America. Before joining Liberty, Marc spent 10 years at Travelers Insurance in various roles across underwriting, distribution, finance and operations.
Marc graduated magna cum laude with a bachelor’s degree in business administration, finance, and economics from the University of Hartford and holds a master’s degree in business administration from Boston University Questrom School of Business.
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In September 2004, Bill joined the Insurance Industry Charitable Foundation as Chief Executive Officer and is responsible for the overall operation and strategic direction of the Foundation. Bill comes to the Foundation after a 31-year career with the Walt Disney Company, having worked in the Parks and Resorts division with assignments in Tokyo Disneyland and Disneyland Resort in
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Paris. He was a member of the executive team that managed the $2 billion expansion of the Disneyland Resort in Southern California. Bill has a broad background in marketing, communications, planning and development and external relations. He is a Chairman Emeritus of the Orange County Business Council.
He has served on numerous nonprofit boards throughout California such as the California Golden State Museum, Children’s Hospital Orange County and Cypress College Foundation. He is a strong advocate of education and completed his undergraduate and graduate degree at California State University Fullerton. In 1989 he was recognized as a distinguished alumnus. Prior to his business career he lectured at California State University, Fullerton for five years.
Bruce Sassi joined NEIL in 2000. Prior to being elected President and Chief Executive Officer, Bruce served as Vice President - Member Insurance. Bruce was responsible for overseeing NEIL's four Member Insurance programs, three nuclear programs and our Member non-nuclear conventional coverage. Prior to this role, Bruce
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served as Director- Insurance and Underwriting, where he was responsible for the Member nuclear and non-nuclear programs, quantitative analyses efforts, coordinating the activities for a number of the IAC Task Forces, and led the development of NEIL's Builders' Risk Program. During his tenure with NEIL, Bruce also spent six years in the Finance & Accounting Department as Financial Risk Manager, a role in which he was principally responsible for developing financial models to assess NEIL's capital adequacy, distribution methodology, and other finance and risk matters.
Prior to joining NEIL, Bruce worked for JP Morgan Services Inc. During his tenure with JP Morgan, Bruce held positions as a Business Analyst in the areas of Risk Management and Global Markets Application Delivery, where he was responsible for the development and implementation of a global back-office trade capture system. Bruce also held the position of Finance Officer at an internet start-up, Wingspan Bank, a subsidiary of First USA Bank.
Bruce received a Bachelor of Science in Finance with a concentration in the Finance Management Honors Program, and a Masters of Business Administration from Goldey-Beacom College in Wilmington, Delaware. Bruce currently serves as a Director on the International Board of Governors of the Insurance Industry Charitable Foundation.
Suzanne Scatliffe is Global Sustainability Director at AXA XL, where she leads the global sustainability strategy and programs. Suzanne has 16 years’ experience in CSR and sustainability roles in the insurance, technology, and education sectors, and is a certified Sustainability Practitioner (IEMA) and Fellow of the Institute of Corporate Responsibility and Sustainability (ICRS).
She served as Chair of the Board of Directors of the
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Insurance Industry Charitable Foundation (IICF) UK from 2018-2021 and volunteers as a Heart of the City Mentor, helping small businesses in the UK develop CSR and Sustainability initiatives.
Peter Shalhoub is a Senior Vice President for Seneca Insurance Company (Seneca), a subsidiary of Crum & Forster. He has over 15 years of commercial property & casualty insurance experience including the last 10 years with Crum & Forster.
In his current role, Peter is responsible for leading Seneca’s Specialty Package Division in theNortheast. He began his insurance career as an Actuarial Analyst with Aon before transitioning into underwriting positions with Great American Insurance Group and Zurich North America. Immediately prior to Seneca, Peter served as a Business Development Leader at
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Program Brokerage, a division of Hub International.
Peter holds a B.S. in Actual Science from St. John’s University and an MBA in Risk Management & Marketing from St. Peter’s University. He also holds the CPCU designation. In 2015, he was nominated as an Emerging Leader by the Insurance Brokers' Association of New York. Peter works in the New York, NY Crum & Forster office and resides in Darien, CT with his wife and 3 children.
Marcie works at BHSI as Senior Vice President in the Casualty department for the Central Region. She has been with the company for 11 years and prior to this role she worked at AIG/Lexington for 9 years. Marcie is serving on the IICF Midwest Division Board Chair and sits on the IICF International Board of Governors. She has been involved with the IICF since 2012. Marcie also volunteers her time on the IPTO Board at her children's school and at St. Peter the Apostle Church. She is also
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a Girl Scout Troop Leader and volunteer. Marcie is a graduate from the Katie School of Insurance at Illinois State University. She was the recipient of the Katie School Young Leader Award in 2014.
Peter Tucker is currently the New York Region Executive Officer for Chubb. Born and raised in Pelham, NY, Peter began his Chubb career in 1983 as a Property & Marine Underwriter in New York City. He served Property & Marine in Chubb’s Midtown, Long Island, Boston and New Haven offices before assuming responsibilities as the
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Marketing Manager for the Long Island office. In 1994, Peter became the London and U.K. Region Marketing Manager and later European Zone Marketing Manager. In 1995, he moved to Hartford as Branch Manager. Three years later, Peter assumed responsibility for New York and Mid-Atlantic Zone Marketing and later became Manager of U.S. Field Operations for Marketing. In mid-1999, Peter became the Westchester and Upstate New York Regional Branch Manager, and in January of 2006 became the Branch Manager of Chubb’s New York City office. In January 2012, he became the Regional Manager for Chubb’s NYC/NJ Region.
Peter is the Past Chair of the Board of Directors of the Insurance Industry Charitable Foundation Northeast Division and currently serves on the Board of Governors of the National Foundation. He is also a member of the Board of Trustees of Canterbury School in Connecticut.
Peter and his wife, Sara, both attended Georgetown University and live in Westport, Connecticut.
John is the Founder and CEO of Seabright Leaders, a future-focused executive coaching organization dedicated to joining forces with successful leaders who want to embrace a different approach for their development to achieve sustainable and measurably better outcomes. John is certified in Marshall Goldsmith Stakeholder
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Centered Coaching and his expertise is working with leaders at all levels of the Property & Casualty insurance industry. Website: www.seabrightleaders.com.
He is known as a curious, versatile, and proven leader passionate about driving change, developing people, and achieving results. He spent most of his corporate career with the Munich Re Group where he served in a variety of influential positions including as a Member of the U.S. Property & Casualty Operations Executive Board headed by the U.S. CEO.
John is an active member of the National Board of Governors of the Insurance Industry Charitable Foundation (IICF) since 2013 and served as the Chair of the National Board of Governors for 2016 and 2017. He is a Founding Member of the Global Membership platform for the Foundation.
He also serves as an active Volunteer Mentor with the SCORE organization, a non-profit organization dedicated to helping entrepreneurs start or grow their small businesses.
John earned his bachelor’s degree from the University of Pennsylvania where he was a member of two Ivy League football championship teams and co-captain of the baseball team. He lives with his family in Medford, NJ.
Larry joined USAA in mid-2019 to lead the development of our emerging Small Business Insurance (SBI) Division. Since then, his role has expanded to lead New Business Ventures and Innovation (NBV&I), a team that ensures USAA has a consistent innovation strategy in place that can pivot quickly to the evolving needs of members with new digital capabilities and product lines. In his role as NBV&I leader, Larry is responsible for USAA’s Small Business Insurance Division, Pay per Mile Telematics Acquisition, P&C Innovation, and a Strategic Product and Partnership Development. Larry comes from a
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family with multiple generations of military veterans, so he is passionate about the USAA mission and military members it serves.
After starting his professional career in a nonprofit, Larry spent over a decade in progressive leadership roles, developing end-to-end digital insurance product offerings in domestic and international markets for Chubb North America (formerly ACE) and ACE Overseas General. His responsibilities included acquisition integrations within the Asia Pacific Region through process re-engineering and global program / change management, as well as the implementation of leisure travel, direct marketing, and digital underwriting strategies for three regions globally. Most recently, he led the development of Chubb’s North America Digital Strategy for commercial lines and was pivotal in developing effective omnichannel product design and strategic partnerships.
Joel Wood is the President/CEO of TheCouncil of Insurance Agents & Brokers. Prior to moving into this role, he had been the top regulatory and government affairs officer at The Council since1993. He came to Washington a decade earlier to work as a press and legislative director for Rep. Don Sundquist (R-Tenn.). Over the course of his career, Wood has been deeply engaged in many issues impacting the commercial insurance brokerage industry—from health insurance reform efforts, to terrorism reinsurance, to regulatory reforms both small and large, at both the federal and the state level—and has received numerous
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accolades as one of the top lobbyists in the financial services industry. In 2000, he and his wife Dana formed the Foundation to Eradicate Duchenne following the diagnosis of their son James with Duchenne Muscular Dystrophy, the world’s most lethal childhood genetic disease. Their advocacy and charitable work has led to hundreds of millions of dollars’ worth of scientific research into DMD, and a corresponding decade-long increase in life expectancy for those afflicted with the disorder.
California and New York attorney James R. Woods is a nationally recognized insurance authority and founder of Woods Group Solutions, a network of insurance professionals, providing legal and consulting solutions to the insurance industry covering Insurance Law; Insurance Regulation, Corporate, Tax, Accounting and Actuarial
Analysis; Investment Banking; Insurance Litigation; Cyber Security and Privacy Compliance (including GDPR) and
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Insurtech.
Mr. Woods is also a co-founder of the Insurance Industry Charitable Foundation (IICF).
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Sophia Yen is a Senior Partner/Principal and is the Insurance Strategy & Innovation Leader in EY’s Insurance Advisory practice, focused on working with clients to drive profitable growth through target operating models, strategic ventures, market trends & insights, innovation, and digitization and emerging technologies. She also serves on the Americas Insurance Leadership team as well as the extended Global Insurance Leadership team.
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Sophia has over 20 years of experience in the insurance industry with deep experience in reinsurance, insurance, banking, disruptive technologies and digital transformations. She has led global initiatives focusing on growth, M&A integrations and separations, integrated business and financial strategy planning, and streamlining target operating models.
Sophia has a unique combination of industry and consulting experiences as she started in consulting and then spent half of her career in the insurance and banking industry before turning to consulting. Some of her notable accomplishments included driving the transformation at UBS Investment Bank where she achieved more than 30 million in cost savings. Prior to UBS, she was at Swiss Re and held several senior leadership roles, including running their Americas Client Solutions team, SVP of Financial Services Origination, Chief of Staff to the CEO and COO and Head of Operations and Reporting, where she was responsible for the strategic financial planning, reporting, and operations of a $2.5+ billion portfolio and was a member of the Americas Executive Committee.
She holds an MBA from Columbia Business School and a Bachelor of Science (dual major: Finance & Computer Science) from Boston College and graduated both with high honors and achieved numerous awards including outstanding academic achievement and excellence in service awards. She is a sought-after speaker at industry conferences throughout the Americas, EMEA, and Asia on such topics as strategic transformation, digital transformation, enabling innovation, culture change, and diversity & inclusion.
The IICF International Advisory Board provides industry feedback on foundation plans, initiatives and strategies, ensuring that IICF programs and events bring value to the industry and community, and help to maintain the highest standards of performance and quality of IICF programming. The Advisory Board may make recommendations to the Board of Governors at certain times. The IICF Advisory Board comprises members of carriers, brokers, and associations representing the P&C Life/Health/Wealth Management segments of the industry, along with other businesses that support the insurance industry.
Katy Rodríguez Botello is a Senior Manager within Marsh Mc Lennan’s Social Impact department, responsible for the Americas region, as well as the Marsh Cares program globally (130+ countries). Katy initially joined Marsh in 2015. During this time, she has worked on a variety of high-profile projects with Human Resources, I&D, Communications and has been instrumental in the design and expansion of the company’s key Social Impact programs, which have benefited thousands of Marsh
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McLennan’s clients, colleagues and communities around the world. Before joining Marsh, she held several positions in the Public and Non-Profit sector.
Kevin Bradley is the Vice President, Diversity, Inclusion, and Community for HUB International. Joining the organization in 2021, he is responsible for crafting the company’s overarching D&I strategy and providing coaching and consultation to ensure the execution of the strategy on all levels of the organization and is a member of the Enterprise Leadership Group.
Mr. Bradley is a seasoned Diversity & Inclusion practitioner
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with over 30 years in Human Resources. He has been a recruiter, business partner, EEO/AA Compliance leader and D&I leader. Bradley has worked in various industries including manufacturing, aerospace, fast food, and financial services. Throughout his career, he has had developed D&I strategies that include building ERGs from the ground up, introducing D&I curriculum, and establishing external community partnerships. At times has managed both the diversity and compliance functions simultaneously, which has allowed him to leverage compliance initiatives to enhance diversity strategies. Bradley has always created collaborative internal coalitions with key internal leaders and stakeholders to create, establish and grow D&I strategies. His philosophical approach is that diversity & inclusion is part of every leader and employee’s jobs.
He is often asked to speak at events on the topic of diversity as a business driver and has received recognition for his work in advocating for diverse communities. He currently serves on the Board of Directors for Access Living, a nationally renowned disability advocacy organization and locally with the Parents’ Alliance Employment Project. He also serves on the Board of Directors for the Chicago Philharmonic. He has been asked to serve on the Chicago advisory committees for the Hispanic Scholarship Fund and is on the DEI Advisory Committee for his fraternity, Tau Kappa Epsilon,
Mr. Bradley earned his BA from Northeastern Illinois University and his MS from Villanova University.
Dustin grew up in northern Nevada and has called the San Francisco Bay Area home for the past decade. He has a bachelor’s degree in English Literature and French from the University of Nevada-Reno and attended graduate school at the University of San Francisco for International Studies.
Dustin has worked in the non-profit field for 7 years ranging from direct service to program director
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in workforce development and refugee settlement prior to working in the CSR space. Dustin now oversees the Community Impact work at CSAA Insurance Group including its corporate giving and employee volunteer and giving programs and is happiest outside and traveling somewhere new without a map.
Raissa Correa serves as the Corporate Social Responsibility Senior Consultant for CNA. In this role, she works closely with key internal and external stakeholders, nonprofit organizations, and CNA colleagues around the globe to create and deliver programs for charitable giving that support the firm’s corporate social responsibility strategies. Before joining CNA in 2019, Raissa was the Event Marketing Specialist at Aon. While at Aon, Raissa planned and
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executed large-scale symposia and events for Commercial Risk. Prior to working at Aon, Raissa worked for the American Red Cross on the development team working with individual and corporate donors. In these roles, she supported fundraising and communication efforts while building relationships with community partners.
Raissa also serves on the Central Division Board of Junior Achievement of Chicago. She received her B.A. in journalism, public relations and advertising from DePaul University.
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G. Richard Dodge, Jr. has extensive experience representing insurance companies in the defense of class actions and other complex litigation, including consumer protection and securities fraud cases, ERISA-related cases, antitrust, RICO and unfair competition actions. Rich also advises insurers and reinsurers on the consideration and defense of claims under reinsurance treaties and facultative placements, trade credit and political risk
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policies, marine policies, commercial general liability and property policies, professional and employer’s liability and D&O coverage, product and environmental liability lines, and umbrella and excess liability policies.
He has litigated and arbitrated complex breach of contract actions on behalf of large property and casualty insurance carriers and represented a specialty lines carrier at trial in connection with a shareholder and director dispute.
Kristin Downey is Chief Administrative Officer for Amwins. Kristin joined Amwins in December 2002, initially serving as Director of Human Resources. She now leads various teams responsible for developing and implementing the people strategies to support Amwins’ business objectives. Kristin also directs the management and operations for compensation and benefits; human resource systems and payroll; talent development;
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administration and events; and marketing & communications. She leads the company's philanthropic efforts, including the recently formed Amwins Foundation as well as Amwins’ diversity, equity and inclusion priorities.
Prior to joining Amwins, Kristin was employed by PricewaterhouseCoopers LLP, where she spent five years in the Assurance and Business Advisory Services (ABAS) practice and two years as the recruiting manager for the Carolinas ABAS and Tax practice.
Laura Gallagher is the Global Head of Corporate Citizenship at AIG where she oversees AIG’s commitment to giving back to the communities the company serves through philanthropy, programs and partnerships that leverage the skills, experience, knowledge and enthusiasm of the AIG’s employees. She and her team have won numerous awards, including recognition from Engage for Good, Insurance Business, NY City & State Responsible 100,
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and the President’s Council on Service and Civic Participation. She was selected as the Association of Corporate Contributions Professionals’ 2018 Ignite Impact awardee for excellence in the field of Corporate Citizenship.
Prior to her current role, Gallagher managed AIG’s global philanthropy across all business lines, functions and regions as the company’s Director of Corporate Philanthropy. She originally joined the company in 2009 as the Global Claims Training Learning & Development Project Manager, followed by a position as the General Insurance Community Engagement Manager.
Before AIG, Gallagher was the Outreach Director for Children’s Educational Programming at WNET, where she designed and managed educational and promotional outreach projects, events and training initiatives for children’s media programs. Her responsibilities included the creation of educational materials and trainings for sponsor corporations, such as Ernst & Young and Northrop Grumman; organizational partners including Girls Inc. and The Boys & Girls Clubs of America; and professional development membership organizations, such as the Association of Children’s Museums and the National Council of Teachers of Mathematics.
Prior to joining WNET, Gallagher managed Sesame Workshop's international initiatives, specifically in Russia, Egypt, and Kosovo. While at the Workshop, she created and managed a brand building toolkit for global partners and served as an integral part of the launch team for new programs.
In addition to her Corporate Citizenship Management, Grantmaking and Foundations, GRI Reporting, and Project Management Professional (PMP)certifications, Gallagher holds a dual B.S. degree in Inclusive Education and Psychology from Syracuse University and a M.A. in Educational Media, with a concentration in Educational Technology and Communications from New York University.
She serves on the Association of Corporate Citizenship Professionals’ Board of Directors, the Insurance Industry Charitable Foundation’s Advisory Board, and Public School 101Q’s Senior Leadership Team.
Jessica Hanson Hanna is the senior vice president, public affairs for APCIA. In this role, she leads industry strategic communications efforts comprised of: advocacy campaigns and coalition building; earned and paid media strategy; positioning and reputation initiatives; branding opportunities; consumer education; and social media planning.
Prior to assuming this position, she served as the vice
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president, communications at the American Council of Life Insurers, leading issue campaigns on tax reform and retirement security policy. She started her insurance career at the Property Casualty Insurers Association of America (PCI) in 2007 and worked on major industry issues, including coastal property insurance reform, flood insurance, the Dodd-Frank Act, and global regulatory reform.
Before joining PCI, she worked in government affairs consulting in Florida and campaign management for federal and state candidates.
Hanna received her BS in Political Science and her MBA from Florida State University. She received her JD from Loyola University Chicago.
Sean Kevelighan joined the Insurance Information Institute as President and Chief Executive Officer in2016. Previously, he was Group Head of Public Affairs for Zurich Insurance Group where he oversaw Government and Industry Affairs as well as Corporate Responsibility. He joined Zurich in May 2013 as Head of Government and Industry Affairs for North America, with responsibility for driving the public policy agenda in the region. Prior to that, he worked at
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Citigroup, Inc., as Head of Strategic Communications for its Global Consumer Banking business, and for Zurich, as Head of Group Media Relations in North America.
He has served in various public sector posts in Washington, D.C. As apolitical appointee in the administration of President George W. Bush, he served first in the Department of Treasury as a spokesperson for economic issues, and eventually became Senior Advisor for the Office of Tax Policy. He was also the Press Secretary for the White House Office of Management and Budget. Additionally, he worked on Capitol Hill, serving on the staff of members of Congress; most notably as Legislative Director for Representative Bob Schaffer of Colorado.
Sean's private sector experience in Washington, D.C. included positions at public affairs firms such as Edelman and Hill & Knowlton. He advised numerous multinational and FORTUNE 100 corporate clients on policy issue management programs, corporate reputation campaigns and crisis communications. Sean is a graduate of the University of Colorado at Boulder. He and his wife Annik have three children. He is an avid enthusiast of exercise and outdoors, participating regularly in running events as well as the occasional triathlon.
Susan is an attorney and Fortune 100 executive leader with 20+years in the financial services industry, including experience in insurance operations, litigation, strategy and planning, risk and compliance, and passionate talent development.
She currently serves USAA's mission as AVP, Injury and Litigation, alongside a fantastic team that provides timely and accurate resolution of complex injury and litigation matters that bring financial security back to our membership.
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In her previous role, she served as the CEO's AVP Chief of Staff, overseeing operational aspects of the CEO's office and providing strategic input to key stakeholders across the company to plan, execute and ensure the effectiveness of initiatives. Prior roles have also included AVP Senior Experience Owner for Property Claims and leadership in Injury and Litigation Claims in various roles in P&C and General Counsel.
Susan is also the Executive Sponsor for BOLD, a USAA Diversity Business Group that promotes an inclusive community for LGBTQIA+ employees and their allies.
Susan obtained her law degree from St. Mary's University School of Law, a Masters concentrated in Finance from Harvard University Extension School, and her undergraduate degree from the University of Texas at Austin.
Susan served as a military spouse and comes from a family of military officers. She is married with three children, two sons (2012, 2013) and a daughter (2017).
Susan is passionate about serving her community by providing pro-bono legal services for the underserved in San Antonio, supporting needs of the homeless and foster children communities, serving as a Board Member for THRIVE Youth Center, and providing career mentorship to military spouses. Susan is USAA's 2024 representative in Leadership SanAntonio's Class#48 (leadershipsa.org), which is focused on a Year of Service in the local area.
Anna Piepmeyer is the Director of Community Impact at Aon, a global professional services firm with 55,000 employees in 150 countries. Anna leads operations for the Aon Foundation and leads the $10M/year in charitable giving, spearheads volunteerism and engagement events and serves as the firm’s liaison between colleagues and nonprofit partners. Prior to her role, Anna spent 15 years in the K-12 education space in Chicago, serving in strategy, philanthropic and direct service roles. Anna is a longtime member of her Local School Council (LSC),
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serves on various education Boards and – most importantly – is a very proud mama to Sebron (6) and Parker (2).
Errica Rivera joined State Auto in March of 2008 as the Director of Talent Acquisition. After serving in that capacity for a few years, Errica was asked to transition to the role of Community Relations Officer. Since then, Errica has held a number of roles at State Auto, from Business Partner for the Western Regional office to her current role leading Culture and Inclusion for the organization. Since the development of future business leaders and the promotion of diversity,
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equity and inclusion in the work place are areas of passion for Errica, she has actively participated in and organized various community initiatives designed to engage with and attract diverse audiences on behalf of the insurance industry.
Errica currently serves on the Insurance Industry Charitable Foundation Advisory Council, National African American Insurance Association (NAAIA) Board of Directors, Insurance Council of Texas Education Foundation Board of Trustees, Texas Risk and Insurance Professionals Society (TRIPS) Board Member, National Invest Board of Directors, Lincoln Theater Board of Trustees (Emeritus), and the University of Texas at Dallas Risk Management Advisory Council. Errica is the founder of the Harding University African American Alumni Association.
In 2019, was honored with the Insurance Industry Leader of the Year award by the National African American Insurance Association/DFW chapter, in 2020 by Insurance Business America for Leading the Change in the insurance industry and in 2021 recognized by the National African American Insurance Association (national office) as Corporate Leader of the Year.
Pamella Rodrigues serves as a Director of Global Corporate Citizenship at AIG where she focuses on the intersection of Corporate Responsibility and business priorities, strategic partnerships, skills-based volunteerism, community outreach and philanthropy. She manages AIG’s relationship with its strategic nonprofit partners. She is responsible for implementing company-wide philanthropic initiatives that strengthen AIG’s brand and
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business value while enabling employees to get involved in the charitable sector. She also oversees the AIG Compassionate Colleagues Program, an employee hardship program.
Before AIG, Pam was the North America Program Lead for Corporate Social Responsibility and Diversity & Inclusion at Tata Consultancy Services(TCS), where she managed employee volunteering programs and spearheaded the company’s diversity and inclusion programs. Before transitioning to the corporate world, she served as Director of Annual Giving and Director of Development at Kean University Foundation. She joined the Foundation from the Aspen Institute in Washington, DC where she completed a year-long fellowship.
Pam holds a M.S. in Public Policy and Management from Carnegie Mellon University and a B.A. in Political Science with a minor in Economics from Kean University. She is a Coro Leadership NY alumna. Pam is also a certified Project Management Professional (PMP). She serves on the board of the Carnegie Mellon University Alumni Network and volunteers as a Mentor Coach with America Needs You, an organization that supports first-generation college students in their higher education pursuit.
In September 2004, Bill joined the Insurance Industry Charitable Foundation as Chief Executive Officer and is responsible for the overall operation and strategic direction of the Foundation. Bill comes to the Foundation after a 31-year career with the Walt Disney Company, having worked in the Parks and Resorts division with assignments in Tokyo Disneyland and Disneyland Resort in
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Paris. He was a member of the executive team that managed the $2 billion expansion of the Disneyland Resort in Southern California. Bill has a broad background in marketing, communications, planning and development and external relations. He is a Chairman Emeritus of the Orange County Business Council.
He has served on numerous nonprofit boards throughout California such as the California Golden State Museum, Children’s Hospital Orange County and Cypress College Foundation. He is a strong advocate of education and completed his undergraduate and graduate degree at California State University Fullerton. In 1989 he was recognized as a distinguished alumnus. Prior to his business career he lectured at California State University, Fullerton for five years.
Suzanne Scatliffe is Global Sustainability Director at AXA XL, where she leads the global sustainability strategy and programs. Suzanne has 16 years’ experience in CSR and sustainability roles in the insurance, technology, and education sectors, and is a certified Sustainability Practitioner (IEMA) and Fellow of the Institute of Corporate Responsibility and Sustainability (ICRS).
She served as Chair of the Board of Directors of the
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Insurance Industry Charitable Foundation (IICF) UK from 2018-2021 and volunteers as a Heart of the City Mentor, helping small businesses in the UK develop CSR and Sustainability initiatives.
Jeannette Seifert-Wittmer is responsible for the Swiss Re Foundation’s community programs in the Americas, including Community Days and Charity of the Year, as well as emergency fundraisers, the Shine USA, and the global Dollars-4-Doers program.
In 2002, Jeannette joined Swiss Re and her responsibilities ranged from internal communications, web communications and training, event and project
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management to corporate citizenship.
After working for several years in the textile industry, she held communications, marketing, event, and project management positions at subsidiaries of the Swissair Group in Switzerland and New York City/USA.
Jeannette earned an associate degree in Business Administration from the Business Education Center in Weinfelden/Switzerland and a bachelor's degree in Textile Management from the Swiss Textile Management School in Zurich/Switzerland.
Since 2017 Jeannette has served on the Council of the Swiss Abroad representing the interests of Swiss citizens living in the United States vis-à-vis the authorities and the public in Switzerland. She is also a member of the Swiss-American Chamber of Commerce and the IICF Advisory Board.
Glenda is the Executive Director of the PLUS Foundation--the charitable arm of the Professional Liability Underwriting Society (PLUS), whose mission is to advance diversity in the professional liability workforce. Previously, Glenda managed the delivery of education at regional and national symposia and the PLUS Conference. She was a leader in the development of K-12 service-learning curriculum, and in establishing not-for-profit
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collaboratives. Glenda has a BA from the University of Minnesota, is a Certified Meeting Manager (CMM), and boasts 28 years of working with the most passionate, compassionate people in the world: volunteers. In her free time, she enjoys traveling, cycling, cross-country skiing, ice-skating, and spending time with her husband and grandkids at her house in the woods.
Mary Allen Waller has spent the majority of her career in various capacities and companies within the insurance industry. Employed with Markel since 1999 and currently serving as Global Community Engagement Director and Director of Internships, Ms. Waller is dedicated to education and philanthropy.
Ms. Waller holds an undergraduate degree in Economics
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& Management from Salem College, Masters of Business from Virginia Commonwealth University and several Insurance Industry certifications. Ms. Waller is also a Six Sigma Black Belt.
In addition, Ms. Waller has served on several non-profit Boards of Directors and currently serves on the board of Partnership for the Future, Virginia Foundation for Independent Colleges and St. Andrews School in Richmond, Virginia.
California and New York attorney James R. Woods is a nationally recognized insurance authority and founder of Woods Group Solutions, a network of insurance professionals, providing legal and consulting solutions to the insurance industry covering Insurance Law; Insurance Regulation, Corporate, Tax, Accounting and Actuarial
Analysis; Investment Banking; Insurance Litigation; Cyber Security and Privacy Compliance (including GDPR) and
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Insurtech.
Mr. Woods is also a co-founder of the Insurance Industry Charitable Foundation (IICF).
The IICF IDEA Council is a unique group of senior insurance industry leaders, convened by IICF and tasked with advancing the cause of a more inclusive, diverse, equitable and accessible insurance industry workplace. The mission of the IDEA Council is to share best practices and educate industry leaders about matters central to this cause and to highlight opportunities and advancements, while taking action to drive and foster greater adoption of these moral and business imperatives.
Comprising more than 60 DEI and HR officers and talent leaders along with other executives representing approximately 40 insurance industry businesses, the IDEA Council members work collaboratively to contribute and apply resources and programming to advance DEI best practices and leadership in the industry.
Carmen Duarte is Vice President of Diversity, Inclusion & Social Impact for Intact Insurance’s U.S. operations. In this role, she is focused on building an inclusive culture where all employees may thrive and achieve their full potential. Additionally, she enables employee generosity targeting local nonprofits that build economic resiliency for disadvantaged communities.
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Carmen joined Intact through one of its legacy companies – Commercial Union Insurance – in an HR capacity, where she progressed to positions of increasing responsibility. She concluded her HR tenure as Director of Compensation & Benefits before transferring to Marketing to establish the company’s Corporate Communications function. Her role expanded to include Corporate Marketing, where she led major initiatives, such as rebranding the organization through a merger and two acquisitions. Carmen began her career as an insurance underwriter for Chubb in New York City. She served as Intact’s U.S. diversity and inclusion champion since late 2020 and became fully dedicated to diversity and social impact matters in September 2021.
Carmen received her BA in Sociology from Hobart & William Smith Colleges, and Master of Business Administration from Boston University. She earned her Certified Employee Benefits Specialist designation, and currently serves on the Board of Directors for the Insurance Industry Charitable Foundation’s (IICF) Boston Chapter and the IICF’s IDEA Council. Carmen also serves as Board Chair of Boston’s United South End Settlements (USES) and is a Trustee of the Intact Charitable Trust USA.
Cheryl Green Rosario is the Head of DEI and CSR at Munich Re where she leads the commitment to corporate social responsibility and diversity, equity and inclusion (DEI) in the US, focusing on building an inclusive culture and leveraging internal and external partnerships to strengthen Munich Re’s social impact. Prior to joining Munich Re, Cheryl founded her own consulting business, CGR Consulting, focused on DEI and philanthropy working with corporations, foundations and nonprofits. Before starting
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her business, she served as Vice President of Social Responsibility at Wyndham Hotels & Resorts, where Cheryl led the global social responsibility strategy for the Company, in areas of DEI, Human Rights, Philanthropy and Sustainability.
Cheryl also spent 10 years at American Express as Director, Philanthropy where she oversaw the strategic direction and grantmaking for the Arts & Culture & Historic Preservation portfolios. Signature programs included Partners in Preservation in collaboration with the National Trust for Historic Preservation, The Watch with the World Monuments Fund, Lincoln Center Festival and River 2 River Festival.
Prior to joining American Express, Cheryl worked at Morgan Stanley in its Community Affairs division and managed a Board Leadership program for Time Warner. In addition to her corporate and foundation experience, Cheryl has over 12 years of nonprofit experience with an emphasis on women and girls and people with disabilities, working with organizations like Family Justice, Girl Scouts and Learning Ally (formerly Recording for the Blind & Dyslexic).
Cheryl is on the board of the Insurance Industry Charitable Foundation and Junior Achievement of New Jersey. Cheryl speaks regularly on corporate social responsibility and diversity, equity and inclusion. Most recently, speaking for the Institute for Corporate Social Responsibility and a guest lecturer at Columbia University, New York University and University of Pennsylvania on various D&I topics. In 2017, Cheryl traveled to China to speak about CSR in 5 different cities and facilitated a virtual session in 2018 for Malta for the US Department of State. In her spare time, Cheryl writes on issues related to DEI and philanthropy and has been featured in Huffington Post and American Chamber of Commerce in China magazine.
Kim Briones is Head of Global Human Resources at Berkshire Hathaway Specialty Insurance. Kim has been in the human resources field in the financial services industry since 1989. Prior to joining BHSI, she has held a number of senior positions leading and managing global human resource teams. Kim holds a Bachelor of Arts degree from Massachusetts College of Liberal Arts.
Barbara's four decades in the insurance and reinsurance industry have spanned leadership roles encompassing operational and strategic responsibilities, including business origination and product development, underwriting, claims, risk management/corporate governance and ceded and assumed reinsurance, while fostering a culture of innovation, mentorship, and diverse talent.
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Throughout the past eight years, Barbara has focused her career at the intersection of distribution, underwriting, technology and capital in specialty businesses. Barbara currently serves as a Senior Advisor at Amwins Group and a founding member of the D&I Council, an independent director of Nuclear Electric Insurance Limited (NEIL) and subsidiary Cedar Hamilton, and an independent director The Westfield Companies. She previously held leadership roles at Assurant, Hamilton USA, Guy Carpenter, Argo Group and Swiss Re.
During her 3-year tenure (2017-2020) as Chair of the International Board of Governors of the Insurance Industry Charitable Foundation (IICF) and current President of the Association of Professional Insurance Women (APIW), Barbara has been directly engaged in the global and national Women in Insurance Conference series. Furthering her commitment to the IICF she serves as Co-Chair of the IICF Inclusion, Diversity, Equity and Accessibility (IDEA) Council which brings together over 50 of the top D&I officers in the insurance industry to advance the mission of diversity and inclusion. Concurrently, she is a member of the North American board of directors of ISC Group and advocates for the value of the insurance industry as a career of choice in her role as immediate past president and chair of the governance committee and member of the Board of Trustees of Gamma Iota Sigma (GIS).
As a keynote speaker on The Power of Purpose and The Archaeology of a Network in various insurance industry forums, Barbara has been driving the Big Tent of culture, inclusion, innovation, sponsorship, mentoring talent and the power of networks.
A tireless advocate on issues of philanthropy, product innovation and talent, among other awards, Barbara was named Insurance Woman of the Year by APIW in 2012, Inclusion Champion by the IICF in 2015 and Woman of Distinction at the 2017 Insurance Business America Awards. In 2019, she was inducted into Insurance Business America’s Hall of Fame.
Dawn Frazier-Bohnert joined Liberty Mutual Insurance in the spring of 2013 to shape the new office of Diversity and Inclusion. As Executive Vice President, Global Diversity, Equity & Inclusion Officer, Dawn is responsible for leading the design, development and implementation of Liberty Mutual's diversity and inclusion strategy and programs. This includes enhancing employees’ D&I capability
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and skills, internal and external communications, metrics and measurements, benchmarking, external partnerships and the development of employee resource groups.
Prior to joining Liberty Mutual Insurance, Dawn was Chief Administrative Officer and Partner at Global Novations, a Korn/Ferry International Company, where she developed their human capital strategy and led their post-merger company culture-shaping efforts. Before employment with Global Novations, she was at The Gillette Company as Vice President, Global Diversity and Inclusion, where she developed and led their Global Diversity Strategic Plan. Dawn has also held HR leadership positions at Lotus/IBM, Fidelity Investments and Millennium Pharmaceuticals.
Growing up in an Air Force family as an Air Force brat, Dawn lived and traveled all over the world. She believes that these experiences helped her to develop the ability to be effective in most any culture. Building her cultural dexterity has enabled her to learn to navigate new organizations and to value and appreciate differences.
Dawn attended Mount Holyoke College and graduated from Boston University with a Bachelor of Science degree in Rehabilitation Counseling. In addition to past membership on the Woman’s Advisory Board for the Boston Chamber of Commerce, Dawn is on the Advisory Board for Commonwealth Institute and on the Advisory Board of the Simmons University Institute for Inclusive Leadership.
Dawn is also on the GK100 list of Boston’s 100 Most Influential People of Color, a list the Boston Globe reports, “showcase(s) minorities who are shaping the region across various sectors, including academia, business, health care, and philanthropy.” Dawn is also a four-time recipient of the Profiles in Diversity Journal Diversity Leader Award. She was awarded the Race Amity Medal of Honor in 2017and recognized in 2017, 2018 and 2019 on the Black Enterprise List of “Top Executives in Corporate Diversity.”
With over 20 years in the insurance industry, all with Westfield, Jani Groza has held positions in HR, Hospitality, Communications, Westfield Group Foundation, Community Investment and is currently Westfield’s Corporate Responsibility & Diversity Officer. She left Westfield in 2000 to serve as communications director at Charles Schwab Retirement Plan Services in Brecksville, Ohio
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returning to Westfield in 2003. Prior to joining Westfield in 1996, worked in the nonprofit field spanning 15 years and held a variety of positions with the American Cancer Society and then Director of United Way in Northeast Ohio.
In her current role, Jani oversees Diversity, Equity, & Inclusion including responsibility for across-company strategy including agents, customers, employees, community and government relations and suppliers. In addition, Westfield operates six employee resource groups where over forty percent of colleagues are members. The Westfield Insurance Foundation, strategic philanthropy initiatives and employee volunteerism are also a part of the Corporate Responsibility functions.
Groza currently serves on the board of directors of the Westfield Insurance Foundation, the Fund for our Economic Future and the Medina County Police Activities League. She also serves on the DEI focused committees for Big I, APCIA and IICF. She’s past president of Leadership Medina County and past board member of Habitat for Humanity of Ohio, Hospice of Medina County, Greater Medina Area Chamber of Commerce, Medina Lacrosse Association and Medina County Habitat for Humanity.
She earned a bachelor’s degree in childhood development and family services from Ashland University. Jani and her husband Jeff live in Medina, Ohio and have six children between them and six grandchildren.
Sherita Hardy is an Assistant Vice President, Relationship Development Coordinator at Amwins Insurance Brokerage. She’s been in the insurance industry for over 26 years, with 21 of those years being with Amwins. She is a liaison for the D&I Council at Amwins as well as being a part of the first Women’s Leadership Program (WLP) at Amwins. She is on the Insurance Industry Charitable Foundation's
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(IICF) Inclusion, Diversity, Equity and Accessibility (IDEA) Council. She is also on the Wholesale & Specialty Insurance Association (WSIA) Diversity Foundation. She has a strong dedication to diversity, equity, and inclusion in the insurance industry.
She is the President of the National African American Insurance Association – Dallas-Fort Worth chapter and is one of the founding members of the DFW chapter. She continues the charge of educating, mentoring, and offering financial assistance through scholarships for the next generation of insurance professionals.
She has held P&C Casualty License since October 2000 along with a Surplus Lines Agent license since March 2004. She has also earned the CISR (Certified Insurance Service Rep) designation from National Alliance, ACSR (Accredited Customer Services Rep) designation from Independent Insurance Agents of Texas and the CRIS (Construction Risk and Insurance Specialist) designation from International Risk Management Institute, Inc.
She was named in the Insurance Business of America magazine as “Leading the Change” in September 2020 and then named on the “Hot 100 List” in December 2020.
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Beverly Harris is the Vice President of Corporate Strategy and Product Management at Texas Mutual Insurance Company. She has nearly two decades of experience analyzing and influencing operations, developing budgets and business plans, and recommending adjustments to ensure success. Beverly harnesses the power of research and data to develop strategy and uses storytelling to foster
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organizational buy-in of strategic plans. She is passionate about innovation and strategic thinking and helping leaders prepare for known and unknown challenges of the future. Beverly is also passionate about supporting leaders in growing to become the best version of themselves.
Kari joined Coaction in 2012 and has been instrumental in cultivating our unique culture of accountability and success. Prior to joining Coaction, Kari served as Human Resources Manager for the National Football League Alumni Association focusing on workforce planning and talent management, and she led the campus recruiting function at Rothstein Kass. Kari began her HR career
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at New York University Clinical Cancer Center and has nearly 20 years of experience as a human resource professional. Kari holds a B.A. in Psychology and Philosophy from Ramapo College of New Jersey and her SPHR designation from the HRCI.
Susan Johnson is the Chief Diversity, Equity and Inclusion Officer at The Hartford, responsible for leading enterprise-wide DEI initiatives and aligning them with business strategies. She partners with leaders across the organization to ensure that The Hartford's workforce reflects their customer base, that they drive successful acquisition, development and retention of talent, and that they focus on the right internal and external business and operational activities related to diversity.
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Prior to her role at The Hartford, Johnson led global talent, diversity and HR functions at Pitney Bowes Inc. Under her leadership, Pitney Bowes was selected as the #1 company for diversity by DiversityInc. Johnson has also held HR management positions at Pepsi-Cola and Campbell Soup Companies. Additionally, Johnson has participated in local, state and national political campaigns and has worked on domestic policy and management issues in the public sector.
Johnson’s community involvement includes being a Board of Trustees member for The Amistad Center for Art & Culture and Board Secretary for the National African American Insurance Association. She is active with The Links Incorporated and with her church community. She speaks nationally on topics covering diversity, leadership, career development and talent management.
Johnson’s recognitions include being named the Diversity & Inclusion Champion of the Year by Reactions publications, a Featured Risk Leader by Risk Matters magazine, listed in Savoy Magazine’s Top Influential Women in Corporate America, a Top Executive in Diversity by Black Enterprise Magazine, and an Industry Icon by Insurance Business of America.
Johnson received her BA degree from Spelman College and a Master’s in Industrial and Labor Relations from Cornell University.
About The Hartford
The Hartford is a leader in property and casualty insurance, group benefits and mutual funds. With more than 200 years of expertise, The Hartford is widely recognized for its service excellence, sustainability practices, trust and integrity. More information on the company and its financial performance is available at https://www.thehartford.com.
The Hartford Financial Services Group, Inc., (NYSE: HIG) operates through its subsidiaries under the brand name, The Hartford, and is headquartered in Hartford, Conn. For additional details, please read The Hartford’s legal notice.
Kira Kimball serves as the Chief Diversity, Equity, & Inclusion Officer at Marsh McLennan Agency (MMA), a business of Marsh McLennan, specializing in business insurance, employee health & benefits, retirement, and private client insurance solutions.
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Kira provides strategic and tactical leadership to advance efforts to attract and celebrate diverse perspectives while promoting and protecting a level playing field for all colleagues. Creating a workplace culture where everyone can be their authentic selves, an environment that fosters a strong sense of belonging, and a business strategy that harnesses the power of diversity are her energy drivers.
As a committed business leader in her community of Sioux Falls, South Dakota, Kira serves on the board of directors for Southeast Technical College Foundation, Levitt at The Falls, Sioux Falls Development Foundation, 100+ Women Who Care Sioux Falls, Bridging the Gap, Sioux Empire United Way and Pathways to Inclusive & Equitable Workplaces, a nonprofit she founded. Kira serves on the South Dakota State University Ness School of Management advisory board, the national board of the Association of Professional Insurance Women, and is also a member of the Greater Sioux Falls Chamber of Commerce Leadership Sioux Falls Executive Committee. Kira was recognized in Sioux Falls Woman and received an EmBe Tribute to Women Community Services Award for her abounding passion for diversity, equity & inclusion.
Prior to her 17 years in the insurance industry, Kira spent a decade in higher education teaching, advising and counseling students at Purdue University and The Ohio State University with a focus on leadership & organizational development, career exploration and diversity, equity, and inclusion. Passionately believing everyone’s self-esteem and potential are worth supporting, Kira commits to living this belief both in and outside the workplace.
Michele Lamarre is Vice President, Head of Diversity, Inclusion & Belonging for QBE North America (NA), a global insurance leader focused on helping customers solve unique risks. Michele is responsible for delivering strategic direction, thought leadership and inclusion competencies to advance the organization’s mission and business objectives. In 2021, Michele was awarded the Acord Women’s
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Insurance Advancement award.
With over 20 years’ experience in the financial services and insurance industries, Michele joined QBE in 2017 as Lead Communications Partner. Before coming to QBE, Michele held several leadership roles at AIG, including Director of Executive Communications to AIG’s CFO, Chief Risk Officer and Chief Auditor; Strategic Advisor to the CEO of the Americas region and to the President of Consumer Insurance, Canada; and Chief of Staff to the Chief Marketing Officer, Accident & Health. Prior to AIG, Michele held leadership roles at Moody’s Analytics, UBS Wealth Management, and JP Morgan Chase.
Michele earned a Master of Business Administration in Finance from the University of Miami and a Bachelor of Arts in Accounting from Hofstra University.
Michele serves on the IICF IDEA Council - Insurance Industry Charitable Foundation (IICF) Inclusion, Diversity, Equity and Accessibility (IDEA) Council, the premier body for advancing diversity best practices and inclusive leadership development throughout the insurance industry.
Michele is an avid global traveler, a self-proclaimed foodie and has earned the Court of Master Sommeliers Introductory certification.
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Mim Minichiello serves as Chief Performance and Talent Officer for the East Region.In this capacity, her primary focus is on enhancing the performance of the HUB team through the implementation of best practices in talent management and the preservation of the organization's deeply ingrained entrepreneurial culture.Additionally, Mim takes pride in her role as a staunch advocate for Diversity,Equity, and Inclusion (DEI) initiatives as well as community engagement
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efforts within the East Region.
Mimis renowned for her unwavering commitment to the Hub team and the broader insurance industry, consistently propelling her colleagues toward their next career milestones and forging new pathways into the sector. Before assuming her current role, Mim served as the President of Employee Benefits at HUBInternational New England.
With a distinguished career spanning executive roles in both the insurance brokerage and health plan sectors, Mim possesses expertise in designing and executing strategic growth plans, spearheading innovative sales and marketing strategies, and fostering high-performing teams.
Beyond her leadership responsibilities, Mim contributes her expertise as a board member for several influential charities, including Facing History, YW Boston, and The Women’s Edge. She also actively participates in board committees for esteemed organizations like the Northeast Human Resources Association, NewEngland Employee Benefits Council, and the Boston Women’s Workforce Council.
Mim's exceptional contributions to her field have earned her multiple accolades, including recognition as a multi-year recipient of the Top 100 Women-LedBusinesses in Massachusetts award and her selection as one of the 2019 BostonBusiness Journal’s Power 50 winners.
Mimis a graduate of the University of New Hampshire, where she earned a Bachelor of Science degree in Physical Therapy. She has further enriched her skill set by completing a graduate certificate in management from Radcliffe College and obtaining the Certified Health Insurance Executive designation through AHIP'sExecutive Leaders program.
Barbara Reilly is a Sr. Vice President at Amwins. Before joining Amwins in 2021, Barbara served as Sr. Vice President of Human Resources for Worldwide Facilities and Vice President of Administration for The Sullivan Group, all based in Downtown Los Angeles.
Barbara grew up in the Midwest and graduated from Butler University. She has lived in Los Angeles for 30+ years and is married with two sons. She is
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passionate about giving back to our communities and everything benefitting and enriching the lives of children. She is honored to be serving on IICF’s IDEA Council and working with such incredibly strong leaders.
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Thea Valero is the Diversity, Engagement & Inclusion Director for Reliance Standard Life Insurance and Matrix Absence Management. Thea has significant experience leading teams and delivering innovative strategies to promote accountability and awareness around DE&I and corporate social responsibility programs. Prior to joining RSL/Matrix Thea spent nearly nine years with Tokio Marine Group sister
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company, Philadelphia Insurance Companies (PHLY). While there, she led the CSR team, focused on leveraging the company’s commitment to communities, diversity and inclusion, and employee engagement to create long-term value for employees, customers, business partners and communities.
Thea played a significant role expanding both the CSR and DE&I functions at PHLY and was integral in the formation of the company’s first Diversity, Equity & Inclusion Council, where she served as a charter member and co-lead of the Community & Customers sub-team. Thea also chaired the company’s Good Company Committee and was a key member of the Women’s Leadership Initiative. Thea has a Master’s degree in Corporate Social Responsibility from the University of Nottingham in Nottingham, England, with a research focus on CSR communication. Thea lives in the Philadelphia area with her husband and 6 year-old twins.
Dr. Lauren Young is the Chief Diversity & Inclusion Officer at Travelers and is responsible for the day-to-day management and leadership of Enterprise Diversity & Inclusion. Dr. Young, who joined Travelers in 2021, has more than 15 years of experience guiding senior leaders through complex organizational change and creating culture transformations. Early in her career, she developed
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brand marketing for The Kraft Heinz Company. The author of two marketing books and founder of a consulting firm, she expanded her expertise to build sustainable corporate responsibility strategies that drive global organizational change, eliminate biased processes and procedures in corporate culture and advance diverse talent into leadership roles. Most recently, Dr. Young served as the AVP and Global Director of Diversity and Inclusion at Zurich North America, responsible for driving impactful change for the United States and Canada. She was recognized by Diversity MBA as one of the “Top 100 Under 50 Executive & Emerging Leaders” in diversity, inclusion and equity, and she was named to Insurance Business America’s “Hot 100 2021” list.
Dr. Young earned her bachelor’s degree in business administration with a concentration in marketing from the University of Missouri-Columbia and her master’s degree in organizational psychology and doctorate of education in organizational change and leadership from the University of Southern California. She also holds an SHRM-CP certification in human resources management and is a faculty member of the University of Southern California’s Psychology department.
The IICF Global Sustainability Committee is committed to advancing ongoing and new sustainable business practices across the insurance industry that meet present and future needs and challenges without compromising the wellbeing of future generations. We will do this by convening the industry to share, discuss and learn best and emerging practices in the realm of sustainability, educating industry leaders and employees on the importance of long-term sustainability practices, and highlighting opportunities and new advancement for the betterment or all.
Suzanne Scatliffe is Global Sustainability Director at AXA XL, where she leads the global sustainability strategy and programs. Suzanne has 16 years’ experience in CSR and sustainability roles in the insurance, technology, and education sectors, and is a certified Sustainability Practitioner (IEMA) and Fellow of the Institute of Corporate Responsibility
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and Sustainability (ICRS).
She served as Chair of the Board of Directors of the Insurance Industry Charitable Foundation (IICF) UK from 2018-2021 and volunteers as a Heart of the City Mentor, helping small businesses in the UK develop CSR and Sustainability initiatives.
Jennifer(Jen) Waldner is AIG’s first Chief Sustainability Officer. In this role, she is responsible for leading the development and implementation of the company’s sustainability strategy. She brings 25 years’ experience and leadership working on matters related to corporate citizenship and sustainability. Since joining AIG in 2008, she has held positions of increasing responsibility focused on these areas, most recently as Head of Citizenship for AIG Life and
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Retirement.
Prior to AIG, she spent a decade in citizenship roles at State Street, including Vice President of the State Street Foundation. She is a graduate of Texas A&M University and earned a master’s degree from Boston University with a focus on community relations.
Jen is a board member of the Houston Community College Foundation, co-chair of the Insurance Industry Charitable Foundation’s Sustainability Committee, a senior fellow in the American Leadership Forum, serves on the Geneva Association’s Climate Change and Emerging Environmental Working Group and is a Girl Scout troop leader. She also serves as the Executive Sponsor of AIG’s Houston Young Professionals Employee Resource Group.
Olivia is Head of Sustainability at Fidelis MGU. Olivia joined Fidelis in April 2022. She previously spent four years at Swiss Re in Zurich, initially in P&C Solutions in the Reinsurance unit and later as a senior member of the Investor Relations team. Prior to joining Swiss Re, Olivia was an equity analyst covering reinsurance and the London Market, with over eight years spent at Barclays, Deutsche Bank and Bank of America
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Merrill Lynch. Olivia started her career in 2008 as a strategy consultant covering M&A and financial services at Deloitte. She has an undergraduate degree from Oxford University, a master’s degree from the London School of Economics and is a CFA Charterholder.
Natalia Dorfman is the CEO and co-founder of Kita, the carbon insurance specialist. Kita’s purpose is accelerating investment in high quality carbon sequestration projects with insurance products that reduce transaction risk and safeguard the performance of carbon credit investments. Prior to founding Kita, Natalia spent 15 years as a business development and strategy specialist within the legal
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sector. She was named among the “Top 100 Female Entrepreneurs to Watch” by NatWest and the Telegraph in November 2022, and is one of the leaders recognised in the 2023 “Meaningful Business 100.”
Ken Manne is the Senior Vice President Corporate Services, General Counsel and Secretary forNuclear Electric Insurance Limited or NEIL. NEIL is a mutual insurance company headquartered in Delaware that provides property insurance to nuclear power plants. At NEIL, Ken is responsible for the Legal, Human Resources, Information Technology, Office
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Administration, Travel, Crisis Management, Corporate Communications and Corporate Secretarial functions.
Ken served as an Associate Editor on the Law Review and received a Juris Doctorate, cum laude, from the Washington College of Law, The American University in Washington, DC in 1988. He received a Bachelor of Arts degree in History and a certification to teach secondary education from Nazareth College of Rochester,cum laude, in Rochester, NY in 1985. In 2011, he completed the Advanced Management Program at the Harvard Business School.
Ken currently serves as Chair of the Board of Directors of the Ronald McDonald House in Wilmington, DE. In the past he served on the Board of Directors of the American Red Cross of the Delmarva Peninsula from 2006-2015 and as a member of the Fiesta Bowl Committee in Phoenix, AZ.
Insurance and reinsurance companies rely on Vikram Sidhu for counsel on corporate and regulatory insurance matters. He regularly works on sales and acquisitions of insurance and reinsurance companies and portfolios of insurance business, including legacy/runoff transactions. He has worked on a wide range of transactions involving both US and non-US acquirers and sellers in a number of different lines of
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insurance (property and casualty, life and health, mortgage insurance and others). Clients turn to Vikram for advice on insurance businesses and products such as cyber, new climate risks, parametrics and trade credit.
Vikram also regularly advises insurtech clients on the establishment and growth of their businesses as well as large tech companies on insurance products and businesses.
In addition, Vikram advises clients on the full range of insurance regulatory issues under US states’ insurance laws and regulations,such as insurance holding company regulations, surplus lines and other non-admitted insurance, change in control and redomestications, innovation(including artificial intelligence), development of new insurance products, insurance captives, insurer insolvency and run-off of existing liabilities, and insurance producer licensing and regulatory compliance.
Mark Way leads the Sustainability Underwriting team for Zurich North America (ZNA). The team works across the organization to develop the products and services that will help our clients transition to the net-zero economy and a more climate-resilient society of the future. The team, formed in 2021, is another example of how Zurich is driving its sustainability strategy into core business operations.
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Prior to joining ZNA, Mark was with the U.S.-based international NGO The Nature Conservancy leading their Global Climate Risk and Resilience team. His work focused on protecting people, their livelihoods and their communities from severe weather impacts and climate change by building resilience using natural infrastructure such as coral reefs, mangrove forests and salt marshes. This program also developed innovative financial mechanisms including the world’s first insurance policy to protect a marine ecosystem.
Before that, Mark was also with Swiss Re working in various business and risk management units. He led the company’s sustainability activities in the Americas from 2006 to 2016.
As IICF celebrates thirty years of impact in 2024, we have convened senior industry leaders from across the industry through the IICF 30th Anniversary Committee to help us bring greater awareness of the industry’s legacy of giving and to raise funds in our fight against childhood hunger.
Hank Watkins Lloyd's
Megan Bell Falvey Insurance Group
Amanda Langlais Falvey Insurance Group
Steve Marohn Hanover
Jeff Kroeger Insureon
Caroline Alder Berkshire Hathaway Specialty Insurance
Barbara Bufkin Past Chair, IICF Board of Governors
Rekha Schipper Tangram
Bruce Basso IICF Co-Founder
Nancy Thomas HUB International
James Romanelli Past Chair, IICF Northeast Board of Directors
Jim Woods IICF Co-Founder
Will Vernon Marsh
Wendy Houser Markel and Chair, IICF Board of Governors
Kurt Stemmler Chubb
Paul Smith H.W. Kaufman Group
Lisa Lounsbury Big I NewYork
Erin Cullen CoAction
John Vasturia Past Chair, IICF Board of Governors
Brett Blumencranz IFG Companies
Loretta Worters Insurance Information Institute
Arlene Kern Past Board Member, IICF Northeast Board of Directors
Rod Hughes Kimball Hughes Public Relations
Eileen Coyne Kimball Hughes Public Relations
Hari Rajagopalan Kimball Hughes Public Relations
Kelley Bernal QBE
Kathleen Harper Marsh
Amanda Nash QBE
Yuliya Feldman Mayer Brown
Jessica McMahon Zurich
Hilary Schmidt Starr Companies
Jenny Fraser Amwins
Graham Pierce Axis
Ashely Walley Lockton
