Wendy Houser is President, US Wholesale and Specialty for Markel, the insurance operations within Markel Group. Headquartered in Richmond,Virginia, and founded in 1930, Markel is a Fortune 500 company with insurance, reinsurance, and investment operations around the world.

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Wendy joined Markel in 2008 to assist in the establishment of the Mid South office in Plano, Texas. She has successfully held many leadership roles at Markel since that time. In April 2023, Wendy was promoted to Chief Wholesale Officer for Markel Specialty, where she oversaw underwriting and production nationally for the wholesale distribution channel. In April 2025,Wendy was promoted to her current role, where she leads our US wholesale and retail businesses.

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With over 26 years of experience in the insurance industry, Wendy was a Wholesale Broker before joining Markel. She also served as a Hospital Corpsman in the United States Navy/Navy Reserve for nine years and earned her bachelor’s degree from Missouri State University.

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Wendy has been recognized for her contributions to the industry by being awarded the 2019 City of Hope Bill Story Award, the WSIA W. Dana Roerhig and Earle Dillard awards, the 2022 IICF Philanthropic Leadership award and was named to the 2023 Insurance Business America’s Hot 100 list.

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She currently serves on the Executive Wholesale Surplus Insurance Association (WSIA) Board and she is the Chairwoman of the InternationalIndustry Charitable Foundation (IICF) Board of Governors and Advisory Board.

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.

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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.

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Travis is the Customer and Broker Engagement Leader for Berkshire Hathaway Specialty Insurance (BHSI) in North America and is responsible for leading and driving profitable growth across all lines. His career in the insurance industry spans 30 years. He started with Chubb in 1995 as a management liability underwriter in the northeastern U.S (New York, Connecticut, New Jersey). and later assumed underwriting leadership responsibilities for the Western

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Pennsylvania and West Virginia. Travis relocated to the San Francisco Bay area in 2006 as a regional marketing manager for Chubb in Northern California. In 2012, he joined Allianz (Fireman’s Fund) and assumed national distribution management responsibilities for 3 years.

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Travis came to BHSI in 2015 and was responsible for leading our customer and broker engagement efforts in our Western U.S. Region.  He recently assumed C&BE leadership responsibilities for North America in August 2024. He also actively supports the National African American Insurance Association as a director on its national board, and the Insurance Industry Charitable Foundation (IICF) as chair for their western division. Travis has also served and supported Big Brothers Big Sisters, Friends of the Children, Junior Achievement, and Inroads.

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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.

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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.

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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.  

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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.  

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Lisa graduated cum laude with a Communications Studies degree from Montclair State University.  

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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.  

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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.

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.

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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.

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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.

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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.

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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.

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Dan Kennedy is a Managing Director, Field Operations for the Select division of CRC Group. CRC is a leading, fully independent pure-play brokerage and underwriting specialty insurance distributor. In this role, Dan is responsible for continued growth and operational excellence of several CRC offices across the country. He’s passionate about helping associates achieve special things in their careers, creating outcomes where trading partners and clients win, and having a positive impact on local communities. He joined

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CRC in 2025 after 20 years at Markel in various locations and roles, most recently as a Regional President.

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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 as Chair of the Board of the Southeast Division of the Insurance Industry Charitable Foundation (IICF), and on the Talent Outreach Committee of the Wholesale Surplus Lines Association (WSIA). Dan lives just north of Dallas in Prosper, Texas, with his wife Mandy and their three children: Ashton, Aubrey, and Avery.

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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.

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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.

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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.

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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.
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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

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Marc Lipman is currently the President of Lloyd’s Americas supporting the Lloyd’s business in the UnitedStates, Canada, Mexico, Latin America and the Caribbean.  Marc also serves as the Attorney-in-Fact for Lloyd’s Underwriters in Canada.  

In this role Marc is responsible for the Market Development teams in US, Canada and Latin

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America which promote the Lloyd’s marketplace across the Americas region.

Marc is responsible for the execution of the Lloyd’s commercial strategy and exercises functional oversight across the Americas region delivering on Lloyd’s commitments to global excellence.  

Marc possesses a wealth of insurance industry experience and a deep understanding of the US and Canadian (re)insurance sector. Marc was named to the 2021 Insurance Business Global 100 list of outstanding industry professionals who are making a positive difference and helping drive change across the industry.

Marc is an expert in insurance legal and regulatory frameworks, with experience in the property and casualty, reinsurance, and mortgage insurance sectors. Marc is a director of the Property and Casualty Insurance Compensation Corporation and currently serves in an advisory role to the board of directors of the Canadian Association of Managing Agents.

Marc brings a deep understanding of the financial services industry, and expertise in critical areas including leadership, strategic planning and transformation, employee engagement, client and broker relationship management and communication.

Marc is a member of the Law Society of Ontario and holds a Masters of Law degree from the London School of Economics and Political Science and Bachelor of Laws degree from Osgoode Hall Law School in Toronto, Canada.

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Steve is the President of Commercial Lines at Grange Insurance where he is responsible for driving the strategic growth and transformation of the Commercial Lines businesses. This includes leading growth initiatives, fostering underwriting excellence, and championing product innovation across Small Commercial, Middle Market, and Specialty Lines.  Prior to joining Grange Insurance in September 2025, Steve was President, Specialty Property and Casualty at The Hanover

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Insurance Group, Inc.  Joining The Hanover in 2023, he was responsible for leading the company’s excess and surplus business, specialty industrial business, Hanover Programs, specialty general liability and Hanover Specialty Insurance Brokers (HSIB). Steve was also leading the Wholesale Distribution efforts across Hanover Specialty as the Specialty Wholesale Distribution Leader.  

An insurance industry veteran with more than 35 years of wide-ranging industry experience and an accomplished background in commercial and specialty property and casualty insurance, Steve previously 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 small business portfolio 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, Steve held several senior leadership underwriting and field leadership roles throughout the 18 years he spent at AIG, including four years based in Tokyo Japan responsible for the Commercial portfolios for Japan and South Korea.    

Steve graduated from The Ohio State University with a bachelor’s degree in business administration with a concentration in marketing. He holds the Charter Property Casualty Underwriter (CPCU) designation. Steve has also supported many nonprofit organizations during his career in the various cities he has lived and worked. These include Junior Achievement, Gamma Iota Sigma (GIS), and the Insurance Industry Charitable Foundation (IICF), where he currently is on the Board of Governors.  Past roles with IICF also include Past Chair, IICF Western Division Board of Directors, IICF Global Membership Founding Circle Member, IICF 30^th Anniversary Committee Member, and IICF Board of Governors Compensation Committee Member.

Adam McDonough has worked in the insurance industry for over 30 years, representing clients in a broad array of industries, including financial services, high technology, real estate, retail, and manufacturing. He specializes in Directors & Officers Liability, Errors & Omissions, Fidelity/Crime and Cyber Liability insurance.At Lockton, Adam is responsible for solving complex risk and insurance problems for large clients with specialized needs, as well as leading the day-to-day

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service and business development teams.Lockton is the largest private, independent insurance brokerage and risk management consultant in the world, with 7,500 associates serving over 52,000 clients globally.Education: BS, Fordham University, New York, NY (1988)MBA, Haas School of Business, University of California, Berkeley (1995)Affiliations: Board Member, Leadership San Francisco Board Member, Insurance Industry Charitable FoundationLicenses: Fire & Casualty (All 50 States) Life & Health (All 50 States)

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. 

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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.

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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.

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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.

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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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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.

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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.

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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.

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).

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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 an Executive 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. 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 4 children.

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Paul has more than 35 years of insurance and leadership experience in various areas including global account management for some of the world’s largest organizations, strategic carrier relations working with C-Suites in the development of mutually beneficial goals & products and placement of complex casualty accounts utilizing the global marketplace with capacity from the U.K., Europe, Asian, Bermuda and domestic markets alike.

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He has worked in NYC his entire career starting in 1986 with Aon (Alexander & Alexander) followed by Willis Towers Watson in 2002 before joining the H.W. Kaufman Group in 2019. His accomplishments since joining the Kaufman Group include development of new carrier and retail agency/broker partner relationships, development of a formalized claims practice, establishment of a carrier reporting/analytics tool to support strategic partnership/initiative planning as well as many other milestones.

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Paul is heavily involved in organizations in and outside of the insurance industry, he is a longstanding member and past Governor of the John Street Insurance Association and is active with the Insurance Broker Association of New York. He is also a member of the Insurance Advisory Committee of The Boy Scouts of America, and often volunteers with several organizations including the Special Olympics New Jersey, Long Island Bull Dog Rescue, and The American Legion.

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Paul was the 2018 recipient of the 200 Club Meritorious Service Award and in 2015 he received the United States of America President’s Volunteer Service Award.

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He is a licensed New York State Insurance Broker, New Jersey State Certified Emergency Medical Technician, National Fire Protection Association Technical Rescue & Swift Water Rescue Technician, a published author, and an owner of an LLC focused on the advancement of the collectible vehicle hobby. Paul earned a bachelor’s degree in business administration and economics from St. Peter’s University.

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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.

Mark is a widely experienced senior executive with a strong commercial, financial and operational track record, Mark joined Axco from SDL Group where he was Managing Director.

Prior to that, Mark was a member of the senior leadership team for LexisNexis Business Information Solutions – one of the fastest growing, highest margin business units in the Group – responsible for leading the Global Operations team.

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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.

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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.

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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.

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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.

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Mr. Woods is also a co-founder of the Insurance Industry Charitable Foundation (IICF).

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