Attendee
Name |
Title |
Company
|
What do you hope to get out of
the IASA Xchange event? |
Fun fact about yourself |
Email (optional) |
Margo Andersen |
Marketing Director |
Larson & Company |
I'm always trying to learn more
about the insurance industry to be able to offer better accounting services
to insurance carriers. I am looking forward to seeing all of my IASA friends
online! |
I used to cook live on TV on a
monthly gluten free cooking segment on a local news show. |
mandersen@larsco.com |
JoAnna Bennett |
Marketing |
Marias |
|
|
|
Lara Bessey |
Lead Accountant |
SECURA Insurance Companies |
Updates on accounting and
reporting & CPE! |
My favorite color is orange! |
lara_bessey@secura.net |
Jill Bier |
CPA |
Kollath CPA |
Industry updates |
I run a haircare business on the
side!! Hair confidence for all my CPA friends? |
jbier@kollathcpa.com |
Scott Bowen |
AVP - Regulatory Compliance |
IAT Insurance Group |
I am looking to get timely
educational information and to receive some inspirational messages from our keynotes (especially during these
unusual times.)
I am also hoping to catch-up virtually with colleagues and friends who I
was looking forward to seeing in St Louis. |
I am avid genealogy researcher
and recently have hosted virtual cooking classes for friends. |
scott.bowen@iatinsurance.com |
Ricky Brough |
Audit Director |
BKD |
|
|
rbrough@bkd.com |
Margarete Chalker |
Insurance Services Tax Partner |
Plante & Moran PLLC |
Interact with fellow industry
professionals and gain CPE |
I am retiring in three weeks! |
margarete.chalker@plantemoran.com |
Linda Chaplin |
Controller |
Quincy Mutual Group |
Industry updates, CPE and shared
knowledge |
|
lchaplin@quincymutual.com |
David Cohen |
New Business Development |
New England Asset Management
("NEAM") |
Industry updates and exchange
ideas |
|
David.Cohen@neamgroup.com |
Jennifer Combs |
Financial Reporting Manager |
OneAmerica |
Interested in learning
opportunities, especially the NAIC Accounting and Reporting updates which are
most applicable to my role. |
My first IASA National
Conference was in 2015 when it was in my hometown but San Antonio was my
favorite with Nashville being a close second. I enjoy all of the people I
have met through IASA as a volunteer. |
|
Scott Conley |
Director of Statutory Accounting |
Investors Heritage Life Insurance Company |
To be better equipped to improve
operational efficiency. |
I'm a fan of the Cincinnati
Bengals (NFL). |
|
Elizabeth Contreras |
Director, Investment Operations |
Prudential Financial |
To learn more about the latest
in the industry and obtain CPE credits |
|
|
Kara Cramer |
Director |
BKD |
Impact of COVID on insurance
companies |
Today was my first day back in
the office since March 15th thanks to COVID-19! |
kcramer@bkd.com |
Faye Creech |
Finance |
Builders Mutual Insurance Company |
Info on Technology Solutions;
Exchange with Colleagues; Updates on Statutory Rules |
My husband and I have visited 47
states and 24 National Parks. We hope
to make it to all 50 states and 6 more parks when we can travel again! |
fcreech@bmico.com |
Ken Croarkin |
Partner |
EisnerAmper LLP |
|
|
kenneth.croarkin@eisneramper.com |
Kerry Crockett |
Executive Director |
IASA |
I hope our constituents and
greater insurance community find value in the educational content and
networking opportunities that are presented during IASA Xchange. |
I'm an avid animal lover and am
looking forward to my next safari in sub-Saharan Africa! |
kcrockett@iasa.org |
Wanda Czinski |
Manager of Finance |
BlueCross BlueShield of Michigan |
CPE & any networking on new
task recently impacting my recent role. |
In the Summer, drive 4 hours
each way, to enjoy spending the weekend
at a seasonable home in northern Michigan with no internet or TV. |
|
John DAmato |
CFO |
Texas Property & Casualty
Insurance Guaranty Association |
|
johnjdamato@yahoo.com |
Jonathan Darling |
Director, Business Development |
One Inc |
Learn more about innovation that
insurers are looking for in this space. |
|
jdarling@oneincsystems.com |
Russ Denk |
Partner |
Strohm Ballweg, LLP |
Update on industry information -
particularly statutory accounting and
financial reporting. |
|
|
Phil Dragotto |
Consultant |
PSDragotto Consulting |
Satisfy CPE credits
Continued learning
Exposure to sponsor products
Curious how the virtual format will compare to live attendance |
Enjoy family time, old movies
and fishing |
PHIL@PSDRAGOTTO.COM |
Heather Dunn |
SVP & CFO |
West Bend Mutual Insurance |
Of course some CPE, but also
some exchanges with other insurance colleagues. |
I live in West Bend, Wisconsin
and my husband and I met in South Bend, Indiana. |
hdunn@wbmi.com |
Greg Foster |
Partner |
Wipfli LLP |
Looking forward to getting to
"meet" some new folks and reconnect with friends. Also looking
forward to some quality valuable CPE. |
I enjoy teaching, fishing, camping, hiking, astronomy,
woodworking and playing guitar and ukulele. |
greg.foster@wipfli.com |
Spence Francis |
President |
Reality Vision Consulting |
Continuing Education; Current
topic updates |
Past President of IASA |
realityinfo@comcast.net |
Lindsay Fuerstenau |
Assistant Controller |
Pharmacists Mutual Insurance Companies |
Some good industry information.
Excited to hear the speakers as well. |
I have an identical twin. Still at 35 years old we look exactly the
same; however have very different interests professionally. Accountant and an
Optometrist. |
|
Dan Gallegos |
IT Director |
West Bend Mutual Insurance |
Get inspired and learn more
about the evolving industry trends. |
I have not had any issues with
haircuts the past few months. |
danogallegos@gmail.com |
Jeff Gillentine |
Controller |
Westfield Insruance |
CPE, Insight into how other
companies are dealing with the pandemic situation and how this will impact
our industry |
|
jeffreygillentine@westfieldgrp.com |
Scott Grant |
CFO |
Synergy Insurance Company |
|
|
sgrant@synergyinsurance.net |
Jessica Greisch |
Financial Analysis & Tax Manager |
West Bend Mutual Insurance Company |
interesting information in light
of the situation this year |
love to sing and dance even
though I am pretty bad at both |
jgreisch@wbmi.com |
Chuck Gunkel |
VP Business Development |
IASA |
To be a part of the IASA team,
along with our volunteers, that creates new and exciting ways to bring educational sessions to our
members. |
Spent the night with Lassie at a
Holiday Inn. Twice. |
Cgunkel@iasa.org |
Angie Gurganus |
Chapter Event Manager |
IASA |
My hope is that our audience has
a great overall experience, bringing valuable takeaways directly back to
their business. IASA will continuously
give our members and partners the opportunity to engage in this new virtual
world. |
This picture was taken on the
day IASA hosted our first Chapter Webinar. |
agurganus@iasa.org |
Lynnette Helmle |
Senior Business Development Executive |
ECHO Health Inc. |
Look forward to networking and
gaining insight to what others in the industry are experiencing. |
|
lhelmle@echohealthinc.com |
Margaret Horn |
Vice President |
Everest Global Services |
Knowledge sharing, CPE credits,
networking |
I have been attending IASA
conferences since 1999! |
margaret.horn@everestre.com |
Phil Iaccarino |
Director, Product Marketing |
Guidewire |
|
|
piaccarino@guidewire.com |
Gina Jolly |
AVP Operations/Admin |
IASA |
A great virtual option in place
of meeting in person and seeing the presentations from the attendee
perspective this year! |
I love my annual greenhouse trip
to start adding beautiful flowers and plants to my yard in the Spring, one of
my favorite days of the year! |
gjolly@iasa.org |
Seda Kachatourian |
Financial Acct Spec Sr. |
Mercury Insurance |
|
|
|
Susan Kelley |
Director |
BKD CPAs and Advisors |
Learning about new ideas |
I love to travel and can't wait
until we can do so safely again. |
skelley@bkd.com |
Jason Lane |
Financial Reporting Manager |
NC Farm Bureau Mutual |
|
|
|
Leslie Locke |
Sales Executive |
VPay |
Looking forward to networking
with industry professionals and having great discussions regarding electronic
claims payments. |
Avid bicyclist! |
llocke@vpayusa.com |
Kelly Lutinski |
Director of ERM |
Pinnacol Assurance |
Learn about new things happening
in the Insurance industry. |
I have a therapy dog, Peppa, We
have kids read to us at the library, visit nursing homes, and also do
de-stress events at college settings. |
kelly.lutinski@pinnacol.com |
Laurie Macklosky |
AVP Portfolio Execution |
Hartford Insurance Group |
Great ideas on new innovation,
updates on today's industries, solutions from experts |
One of my greatest joys is
gardening., |
|
Kim Marshall |
Director - Financial Services |
Oregon Mutual Insurance Company |
updates |
|
|
Laurie Martin |
Director of Performance Management |
AF Group |
Economic update related to
COVID-19, how to manage and motivate with remote working, COVID-19 impact on insurance industry. |
I have 3 sons:
22 year old - in PA school at University of Saint Francis
19 year old - in Aerospace Engineer at Purdue
13 year old - starting High School in the fall
In my free time I like to read, golf, travel and spend time with my family. |
|
Amy McElveen |
Senior Internal Auditor |
WR Berkley Corporations |
information about the P&C
industry |
|
|
Scott McEntee |
SVP |
Farmers Mutual Hail |
First class educational sessions |
I ref youth soccer |
scottm@fmh.com |
Marc Mercurio |
|
Macquarie Asset Management |
to hear timely information about
how insurers are adjusting to the new normal, how their organizations have
changed. |
life long Patriots/brand new
Buccaneers fan |
marc.mercurio@macquarie.com |
Tim Milius |
VP-Finance |
Nodak Insurance Company |
timely education for the
insurance industry |
Spent nearly 30 years in health
insurance, but have now transitioned over to P&C! |
|
Dave Miller |
Shareholder |
Mayer Hoffman McCann P.C. |
|
|
|
Matt Miller |
Accounting Supervisor |
Medical Mutual |
Networking; Accounting updates |
2x Iraq War Vet |
mmiller@weinsuredocs.com |
Jeff Newton |
VP Audit and Finance |
Delta Dental of Tennessee |
Up to date industry information
as well as technical updates. |
Recently started to play ice
hockey. |
jnewton@deltadentaltn.com |
Eric Nicholson |
Partner |
Moss Adams LLP |
Staying current. |
At home with 3 teenagers. |
eric.nicholson@mossadams.com |
Jason Nickles |
AVP, Asst. Controller |
Western & Southern Financial
Group |
From the conference, I hope to
take away information that will help me stay up to speed on key topics within
the industry. Additionally, I cannot
wait to hear some of the thoughts of our keynotes and to be able to share
these perspectives with my team members. |
Outside of golf I am not much of
an outdoors person, however I did just build a retaining wall around the
landscape in my backyard. On the plus
side, after about a week, it is still standing and level. |
|
Terry Olejnik |
Partner |
Plante Moran PLLC |
Educational content and
networking |
I have traveled to over 40
countries, been glacier climbing, charmed a snake and rode a camel among
other fun things! |
|
David Olender |
Founder |
DMOA |
Learn more about IASA and what
it has to offer. |
Beta Alpha Psi connection |
|
Darby ONeill |
VP, IT |
Princeton Insurance Co. |
Good informative content using
our new virtual format. |
|
Darby.ONeill@princetoninsurance.com |
Tony Perazzo |
Partner |
BKD, LLP |
I'd like to understand what
those in industry are dealing with in 2020 and how we can help. |
I have honed my breadbaking
skills over the past 12 weeks! |
aperazzo@bkd.com |
Rachel Peterson |
Senior Managerial Accountant |
Federated Insurance |
To be honest, I need CPE for my
CPA designation. However, I always enjoy these events that focus on both
professional development and some industry knowledge, as it is very
applicable to my role. |
|
rmpeterson@fedins.com |
Parshy Phillips |
Director of Marketing & Communications |
IASA |
I am looking forward to my first
IASA conference! I hope to meet and
network with the members of our community as well as gain insight from the
many speakers. It's going to be a
great two day event. |
My fun fact is that I LOVE to go
camping with my family on the weekend.
It's a great way to get
outdoors and experience nature at its best.
Any my dogs love the smell of bacon cooking in the morning! |
pphillips@iasa.org |
Chris Pini |
Senior Director |
AM Best |
I hope to learn new trends
within the industry. Also I would like
to connect with anyone interested in AM Best Information Services. |
|
christopher.pini@ambest.com |
Jennifer Plake |
Sr Business Development Executive |
Echo Health, Inc. |
I am looking forward to a new
and exciting experience virtually. And I always look forward to learning
about new vendors and technology leading the industry. |
|
jplake@echohealthinc.com |
Christopher Plumpton |
Senior Account Manager |
Strategic Risk Solutions |
I am interested in the
educational courses offered during the Xchange event. |
I love to swim, and can beat any
of my friends at holding my breath underwater! |
christopher.plumpton@strategicrisks.com |
Matt Pollak |
Vice President, Treasurer & CAO |
State Auto Insurance Companies |
|
|
matt.pollak@stateauto.com |
Matt Pollak |
Vice President, Treasurer & CAO |
State Auto Insurance Companies |
|
|
matt.pollak@stateauto.com |
David Priddy |
david.priddy@vafb.com |
Virginia Farm Bureau Mutual Insurance Company |
Update on latest industry
trends. |
Big fan of the World Series
Champion Washington Nationals. |
david.priddy@vafb.com |
Darin Reffitt |
Group Director, Product Marketing Excellence |
Guidewire Software |
Networking with industry peers
and learning more about their current challenges. |
I love to bake, probably a
little too much! |
dreffitt@guidewire.com |
Mike Sabin |
Controller |
Trisura Specialty Insurance
Company |
|
|
|
Derek Salzwedel |
Senior Manager |
Strohm Ballweg LLP |
Industry updates and CPE. |
|
|
Michael Sendlinger |
Accounting Supervisor |
Farmers Mutual of Salem |
I hope to come away from the
IASA Xchange learning as much valuable information about the industry as
possible. |
I have two middle names |
|
Philip Shirk |
CFO |
Goodville Mutual |
Insights and new ideas in
insurance accounting and systems |
I'm enjoying working from home |
|
Barbara Sloothaak |
Controller |
Guarantee Trust Life Insurance
Company |
Continuing education - update on
current events in insurance industry. |
|
bsloo@gtlic.com |
Davey Steele |
Manager FP&A |
IAT Insurance Group |
|
|
|
Tricia Stillman |
AVP - Education & Systems |
IASA |
I hope to see a great networking
experience for attendees and utilizing new technology and networking tools to
bring a great virtual education opportunity to IASA constituents! |
I'm learning sign language as a
way to communicate with the deaf community, enjoy painting with acrylics and
gardening. |
tstillman@iasa.org |
Lea Stoyka |
National Sales Executive |
VPay |
Looking forward to networking
with individuals who are seeking an outbound Total Claim Payment
Solution.
VPay reduces paper checks while
driving revenue & improving the policyholder experience by delivering
real-time payments.
Let's start a conversation about your payment process! |
I just received kayaks for a
gift and look forward to taking them out on the water this weekend for the
first time!
Any fellow kayakers out there? I would love to hear about your experience
and kayaking locations. |
lstoyka@vpayusa.com |
Andrea Terrill |
Director, Investment Accounting |
Globe Life |
Learn about the upcoming
accounting changes that will impact the insurance industry in both GAAP and
STAT. |
I have 2 Bangal cats |
abgage@globe.life |
Beech Turner |
Vice President - Accounting |
Assurant, Inc. |
Looking forward to this exciting
new content delivery and networking system being utilized during this Covid
environment. New information and the
perspectives that the attendees have on the insurance industry as well as the
over view of the economy |
I broke my leg and arm skiing
three years ago and made it back to Colorado at the end of February before
the travel restrictions began |
|
Beech Turner |
Vice President - Accounting |
Assurant, Inc. |
Looking forward to this exciting
new content delivery and networking system being utilized during this Covid
environment. New information and the
perspectives that the attendees have on the insurance industry as well as the
over view of the economy |
I broke my leg and arm skiing
three years ago and made it back to Colorado at the end of February before
the travel restrictions began |
|
Sandy Ulm |
Investment Accounting Manager |
Great American Insurance Company |
|
|
sulm@gaig.com |
Rod Van Genderen |
Head of Operational Risk |
Securian Financial |
Increase and strengthen my
industry network.
Discuss best practices in risk management. |
I've completed several road race
challenges. |
rod.vangenderen@securian.com |
Kristi Verrette |
CFO |
LAMMICO |
Industry updates |
My husband and I travel the
country in a motorhome and I am a huge LSU fan! |
|
Steve Vore |
Director of Treasury Services |
Builders Mutual Insurance
Company |
CPE |
|
|
Stephen Westfield |
CFO |
Atlantic Casualty Insurance |
CPE |
I'm a musician. |
|
Sheila White-Smith |
Sr. Manager-Membership |
IASA |
The latest in Industry education
and technology solutions. |
I'm afraid of cows....I don't
trust them! :))) |
ssmith@iasa.org |
Sabrina Wilson |
Product Owner |
Clearwater Analytics LLC |
|
|
sabrinawilson@clearwateranalytics.com |
Fany Wiranata |
Finance Manager - Reinsurance |
EMC Ins Co |
|
|
fany.wiranata@emcins.com |
Cheryl Wojciechowski |
CPA |
CW Accounting Services |
Continuing education and Connect virtually with IASA friends! |
I'm a people person and love to
laugh! Love office supplies too! Happy to start seeing friends now that stay
at home order is ending - I sure missed those laughs! |
cheryl@cwaccountingservices.com |
Kristi Yeager |
Senior insurance accountant |
Kollath CPA |
NAIC and other insurance
accounting updates |
|
kyeager@kollathcpa.com |