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.Upcoming Chapter Events






Carolinas Chapter Officers
Position | Committee Member |
---|---|
Chapter President |
Monica E. Gutierrez-AltenhofInternal Auditor, TIAACharlotte, NC |
Chapter Vice President |
Joseph J SchmelzleDeals Manager, Capital Markets & Accounting Advisory Services Practices, PricewaterhouseCoopers LLPCharlotte, NC |
Chapter Vice President |
TJ StricklandManaging Partner, Strickland Hardee PLLCLexington, NC |
Chapter Treasurer |
Kregg GuestinJohnson Lambert LLPRaleigh, NC |
Chapter Secretary |
Robert GeigerSenior Financial Analyst, Falls Lake National Insurance CompanyRaleigh, NC |
Chapter Board Member At Large |
B. Scott BaileyPartner, Carr, Riggs & Ingram, LLCRaleigh, NC |
Chapter Board Member At Large |
Jason WeinsteinDirector - Insurance Solutions Group, PNC Institutional Asset Management |
Chapter Board Member At Large |
Kevin RyalsPartner, FORVISCharlotte, NC |
Chapter Board Member At Large |
Lane MillerPartner, Johnson Lambert LLPRaleigh, NC |
Chapter Board Member At Large |
Miles HopkinsManaging Partner, Hopkins Consulting, LLCMount Pleasant, SC |
Chapter Board Member At Large |
Suzy LevettDirector, Assurance Trust Solutions, PricewaterhouseCoopers LLPCharlotte, NC |
Chapter Board Member At Large |
Tammy KennedyMgr - Financial Reporting, Lincoln Financial GroupGreensboro, NC |
Chapter Board Member At Large |
Thomas LockardVP & CFO, Builders Mutual Insurance CompanyRaleigh, NC |
Chapter Board Member At Large |
Chad HarmonAccounting & Reporting Advisory Manager, Deloitte & Touche LLPCharlotte, NC |