Carolinas Chapter

The IASA Carolinas Chapter was founded in 1958 and is comprised of members from North and South Carolina region. The purpose of our chapter is to provide members with opportunities to engage in professional networking, industry education, earn CPE’s and informational updates regarding the insurance industry, critical to the areas in which they live. Our chapter offers these opportunities through summer and winter conferences, which provides opportunity to network and earn Continuing Professional Education (CPE) credits. Topics may include evaluating investments, auditing standards, monitoring and control, rating agency activities, world class implementations, forensics accounting, reinsurance, ethics and GAAP updates to name just a few. We welcome you to join our chapter! For more information on how to engage, attend our events or volunteer with our chapter community please contact Morgan Bauserman, chapter president.

Carolinas Chapter Officers

Position Committee Member
Chapter President
Kregg Guestin
Johnson Lambert LLP
Raleigh, NC
Chapter Immediate Past President
Monica E. Gutierrez-Altenhof
Internal Auditor, TIAA
Charlotte, NC
Chapter Treasurer
Robert Geiger
Controller, Builders Mutual Insurance Company
Raleigh, NC
Chapter Secretary
Tammy Kennedy
Director - Financial Reporting, Lincoln Financial Group
Greensboro, NC
Chapter Vice President of Membership
Joseph Schmelzle II
Vice President - Marketing & Membership, PricewaterhouseCoopers LLP
Milwaukee, WI
Co-Vice President of Sponsorships
Jason Weinstein
Director - Insurance Solutions Group, PNC Institutional Asset Management
Co-Vice President of Sponsorships
TJ Strickland
Managing Partner, Strickland Hardee PLLC
Lexington, NC
Chapter Board Member At Large
Kevin Ryals
Partner, Forvis Mazars
Charlotte, NC
Chapter Board Member At Large
Jana Allen
Audit & Assurance Senior Manager, Deloitte & Touche LLP
Charlotte, NC
Chapter Board Member At Large
Jackson Holley
Deloitte & Touche LLP
Charlotte, NC
Chapter Board Member At Large
Alicia Desjardins
Falls Lake National Insurance Company
Raleigh, NC
Chapter Board Member At Large
Courtney Whaley
Manager, Johnson Lambert LLP
Park Ridge, IL