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, President, at [email protected] or click here to go directly to our chapter webpage.

Carolinas Chapter Officers

Position Committee Member
Chapter President
Monica E. Gutierrez-Altenhof
Internal Auditor, TIAA
Charlotte, NC
Chapter Vice President
Joseph J Schmelzle
Deals Manager, Capital Markets & Accounting Advisory Services Practices, PricewaterhouseCoopers LLP
Columbus, OH
Chapter Vice President
TJ Strickland
Managing Partner, Strickland Hardee PLLC
Lexington, NC
Chapter Treasurer
Kregg Guestin
Johnson Lambert LLP
Raleigh, NC
Chapter Secretary
Robert Geiger
Senior Financial Analyst, Falls Lake National Insurance Company
Raleigh, NC
Chapter Board Member At Large
B. Scott Bailey
Partner, Carr, Riggs & Ingram, LLC
Raleigh, NC
Chapter Board Member At Large
Jason Weinstein
Director - Insurance Solutions Group, PNC Institutional Asset Management
Chapter Board Member At Large
Kevin Ryals
Partner, Dixon Hughes Goodman LLP
Charlotte, NC
Chapter Board Member At Large
Lane Miller
Partner, Johnson Lambert LLP
Raleigh, NC
Chapter Board Member At Large
Miles Hopkins
Managing Partner, Hopkins Consulting, LLC
Mount Pleasant, SC
Chapter Board Member At Large
Suzy Levett
Director, Assurance Trust Solutions, PricewaterhouseCoopers LLP
Columbus, OH
Chapter Board Member At Large
Thomas Lockard
VP & CFO, Builders Mutual Insurance Company
Raleigh, NC