International industry support

IICF Leadership

IICF International Board of Governors

The IICF International Board of Governors is the senior board governing the Insurance Industry Charitable Foundation, responsible for overseeing all US and UK-based operations, and establishing and ensuring strategic direction by working in conjunction with the IICF CEO, staff, and Chairs of the IICF Division Boards of Directors. The Board of Governors is also responsible for managing the IICF Long-Term Investment Fund and members serve as advocates for the foundation and all IICF initiatives and programming. Board members are senior industry leaders representing the P&C and Life/Health/Wealth Management segments of the industry along with other businesses that support the insurance industry.

Dave Alberts
Co-leader, Global Insurance Industry Group
Mayer Brown

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.

+ IICF Co-Founder; IICF Global Membership Founders Circle
Bruce Basso
IICF Co-Founder

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.

+ Co-Chair; IICF IDEA Council; Past Chair, IICF Int'l Board of Governors
Barbara Bufkin
Senior Advisor
Amwins

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.

 

+ Member, IICF Northeast Division
Lisa Butera
Managing Director
Swiss Re

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.

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.  

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.  

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

+ Chair, IICF Southeast Division Board of Directors
Joe Connelly
President, South Central Zone
AIG

Joe Connelly serves as President of the South Central Zone for the General Insurance operations of AIG. General Insurance is the business division that serves the Commercial Insurance markets. Joe is responsible for leading the strategy, execution and delivery of General Insurance’s core businesses and service capabilities to its clients, brokers and agents.

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The South Central Zone is comprised of Texas, Louisiana, Oklahoma, Arkansas and Mississippi.

Through his tenure in the insurance industry, Joe brings experience in leadership, regional operations, energy, major accounts and distribution in Texas and the surrounding markets. He joined AIG in June 2018 from Chubb, where he most recently served as Executive Vice President in the North America Major Accounts Division.

Prior tohis role at Chubb, and ACE Group’s acquisition of Chubb, he held the position of Regional Executive Officer, Houston Region for ACE USA. Before joining ACE in 2008 he worked in the downstream energy industry for 17 years.

Mr. Connelly earned a BA in Business Administration from Texas Lutheran University and an MBA in Finance from the University of St. Thomas (Houston). And, Mr. Connelly serves as a Board Member for Junior Achievement of Southeast Texas, as well as the Insurance Industry Charitable Foundation (IICF) for the Southeast Division.

Ken Crerar
President and Chief Executive Officer
The Council of Insurance Agents & Brokers

Ken Crerar is the President/CEO of The Council of Insurance Agents & Brokers, a Washington, DC-based trade association representing the top 200 commercial insurance brokerages in the world.

Crerar first joined The Council in 1987 as chief lobbyist and director of its political action committee. He was named president in 1992. Since then,

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he has built the organization into the leading representative of the most successful commercial insurance and employee benefits intermediaries across the globe.

Under Crerar’s leadership, The Council created Leader’s Edge magazine, an award-winning publication and digital content platform with an editorial focus on the brokerage sector; launched The Council Academy, which provides unique talent development resources to Council member firms; established The Council Foundation, a non-profit which assists in attracting and developing the brokerage workforce of the future; and formed various executive-level peer groups. He was also instrumental in The Council’s efforts to create The World Federation of Insurance Intermediaries. Headquartered in Brussels, WFII is a non-profit international organization representing associations of insurance intermediaries from around the world. In addition, The Council is home to the largest political action committee in the insurance industry, topping $2million. In 2013, Crerar was named one of the industry’s top 100 “Game Changers.”

Crerar’s achievements and interests extend well beyond insurance. He is a founder and current member of The Monumental Leadership Group, a member of The Economic Club of Washington, DC, and chairman and owner of Rogers Collection, a 25-year-old importer of best-in-class specialty food products.

John D. Gambale
President - New York Zone
AIG

As President of the Northeast Zone, John is responsible for the overall operation of the Mid-Atlantic, NY Metro and New England Regions, effectively representing national priorities and executing AIG’s local go-to market strategy for General Insurance.  Close collaboration with product leadership to deliver tailored distribution, segmentation, and customer-centric

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solutions are critical to the success of these priorities. John oversaw the New York Zone before it was consolidated with and into a combined Northeast Zone.

Previously, John was the Northeast Financial Lines Executive where responsibilities included strategically driving all product, distribution, and talent management initiatives across Boston, New York, and Philadelphia; including but not limited to Directors & Officers and Cyber Liability.

John joined AIG in 1999 and has held several roles 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.  Before this, John was 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.

John is part of the Northeast Board of Directors for the Insurance Industry Charity Foundation, as well as Co-Dinner Chair for the IICF’s annual fundraising dinner. 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 impact on Downtown Manhattan over the past 20 years.

Rod Hughes
President
Kimball Hughes Public Relations

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.

Christopher Jones
Senior Vice President, Chief Operating Officer
The Hartford

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.

+ IICF Advisory Board
Jodie Kaufman Davis
Executive Vice President, H.W. Kaufman Group and President, Burns & Wilcox Canada
H.W. Kaufman Group

Jodie Kaufman Davis is Senior Vice President and Board Member at H.W. Kaufman Group. A leader in developing and executing company strategy and management-driven initiatives, Jodie offers direction on best practices and expertise to expand business across the Kaufman network.

 

Jodie is the Managing Director for Burns & Wilcox

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Canada, a Kaufman company and sister organization to Burns & Wilcox. She leads operations for all six office locations, which has continued to experience consecutive growth under her leadership.

 

She serves on the Board of Directors for Atain Insurance Companies, a Kaufman company, where she closely works with leadership to develop growth opportunities.

 

Jodie is also responsible for RB Jones and is recognized for its business launch. In addition to oversight of the team, she is involved in developing its product portfolio as well as partnership and new business efforts.

 

Passionate about company culture, she is the executive sponsor for Kaufman’s Diversity Equity& Inclusion (DE&I) Committee, where she helps strategize and implement programming for its 2,000 associates.

 

In2020, Jodie was selected as an Insurance Business Global 100 and was a winner of Business Insurance’s Women to Watch Award in 2019.

 

Outside the workplace, she is the Diversity & Inclusion Officer of the Young Presidents’ Organization (YPO) Motor City Chapter, a Director on the Insurance Supper Club (ISC) Group Global Advisory Board and serves on the Insurance Industry Charitable Foundation (IICF) International Board of Governors.

 

Prior to joining Kaufman, Jodie worked for law firm Dorsey & Whitney where she advised Canadian and U.S. companies on mergers & acquisitions, capital market financing and regulatory issues. Jodie earned a Juris Doctor degree(J.D.) from Michigan State University and a bachelor’s degree from the University of Michigan.

+ IICF Advisory Board
Sean Kevelighan
President & Chief Executive Officer
Insurance Information Institute

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.

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.

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.

Garrett Koehn
President, CRC Brokerage
CRC Group

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.

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

 

+ Chair, IICF Midwest Division Board of Directors
Jeff Kroeger
Chief Commercial Officer
Insureon

Jeff Kroeger is Chief Commercial Officer for Insureon, the number one independent marketplace for online delivery of small business insurance. Jeff is responsible for Insureon’s sales, marketing and operational functions along with long-term strategy. Before his promotion to Chief Commercial Officer in June 2020,Jeff was Insureon's Executive Vice President of

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Strategy and Development.

Jeff has more than a decade of experience in the commercial insurance industry working for top insurance carriers, such as The Hartford and CNA Insurance. At The Hartford, Jeff held multiple roles, all with increasing responsibility. His final position, was serving as the Head of Strategic Partners and Programs, responsible for developing and supporting national insurance partners, identifying new ventures, and designing and launching a countrywide distribution strategy. 

 

Jeff sits on the board of the Insurance Industry Charitable Foundation. He is a graduate of the University of Michigan.

+ Chair, IICF UK Division Board of Directors
Dawn Miller
Commercial Director
Lloyd's of London

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.

Marc Orloff
President, Field Operations & Marketing, Global Risk Solutions North America
Liberty Mutual

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.

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.

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.

+ Chair, IICF Northeast Division Board of Directors
James Romanelli
SVP, Territory Officer - East, NYC Branch Manager
CNA

Jim serves as Senior Vice President, New York City Branch Manager. He is responsible for driving profitable growth by deepening relationships with agents and brokers, and developing and implementing local market strategies, action plans and operational tactics.

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Jim is a seasoned insurance executive with three decades of experience. He joined CNA in 2010 after more than 18 years with the Chubb Group of Insurance Companies. He has served in various field operations and branch leadership roles across the country, notably Long Island, NY, and Milwaukee, WI.

Jim earned a bachelor’s degree from Dickinson College. He serves as Chair of the Insurance Industry Charitable Foundation’s Northeast Division Board, is a member of the Long Island YMCA Board and is the Strategic Planning Committee Chair, and an associate trustee of the North Shore–Long Island Jewish Health System and sits on the Insurance Committee.

+ IICF Advisory Board; IICF IDEA Council; IICF Global Membership Founders Circle
Bill Ross
Chief Executive Officer
Insurance Industry Charitable Foundation

In September 2004, Bill joined the Insurance Industry Charitable Foundation as Chief Executive Officer and is responsible for the overall operation and strategic direction of the Foundation. Bill comes to the Foundation after a 31-year career with the Walt Disney Company, having worked in the Parks and Resorts division with assignments in Tokyo Disneyland and Disneyland Resort in

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Paris. He was a member of the executive team that managed the $2 billion expansion of the Disneyland Resort in Southern California. Bill has a broad background in marketing, communications, planning and development and external relations. He is a Chairman Emeritus of the Orange County Business Council.

He has served on numerous nonprofit boards throughout California such as the California Golden State Museum, Children’s Hospital Orange County and Cypress College Foundation. He is a strong advocate of education and completed his undergraduate and graduate degree at California State University Fullerton. In 1989 he was recognized as a distinguished alumnus. Prior to his business career he lectured at California State University, Fullerton for five years. 

Bruce Sassi
President and CEO
NEIL

Bruce Sassi joined NEIL in 2000.  Prior to being elected President and Chief Executive Officer, Bruce served as Vice President - Member Insurance.  Bruce was responsible for overseeing NEIL's four Member Insurance programs, three nuclear programs and our Member non-nuclear conventional coverage. Prior to this role, Bruce

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served as Director- Insurance and Underwriting, where he was responsible for the Member nuclear and non-nuclear programs, quantitative analyses efforts, coordinating the activities for a number of the IAC Task Forces, and led the development of NEIL's Builders' Risk Program.  During his tenure with NEIL, Bruce also spent six years in the Finance & Accounting Department as Financial Risk Manager, a role in which he was principally responsible for developing financial models to assess NEIL's capital adequacy, distribution methodology, and other finance and risk matters.

Prior to joining NEIL, Bruce worked for JP Morgan Services Inc. During his tenure with JP Morgan, Bruce held positions as a Business Analyst in the areas of Risk Management and Global Markets Application Delivery, where he was responsible for the development and implementation of a global back-office trade capture system. Bruce also held the position of Finance Officer at an internet start-up, Wingspan Bank, a subsidiary of First USA Bank.

Bruce received a Bachelor of Science in Finance with a concentration in the Finance Management Honors Program, and a Masters of Business Administration from Goldey-Beacom College in Wilmington, Delaware.  Bruce currently serves as a Director on the International Board of Governors of the Insurance Industry Charitable Foundation.

+ Past Chair, IICF Midwest Division
Kevin Smith
Senior Insurance Executive
+ Chair, IICF Western Division; IICF Global Membership Founders Circle
Kurt Stemmler
Senior Vice President and San Francisco Branch Manager
Chubb

Kurt Stemmler is Senior Vice President and Branch Manager of Chubb’s San Francisco, CA office – a position he has held since 2016. In this role, Kurt is responsible for driving growth and profit by working closely with Chubb’s agent and broker partners to deliver tailored product and service solutions to meet the insurance needs of

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clients throughout the region.

 

Kurt joined Chubb in 1987 as an underwriting trainee in the Boiler & Machinery department in Newport Beach, CA. Over the next 13 years, he held underwriting and leadership positions at branch, zone and home office levels in the Property, Machinery & Marine department. Kurt was named Marketing Manager of Chubb’s Newport Beach and San Diego offices in 2000, and became the San Diego Branch Manager in 2002. In 2005, Kurt became the branch manager for the Chubb office in Pleasanton, with responsibilities for northern California, with the exception of San Francisco.

 

Kurt is a graduate of San Diego State University with a B.S. in Business Administration, and earned his MBA from Chapman University in Orange, CA. He is the Vice Chairperson of the Nevada Insurance Guaranty Association, having served on the board for more than 12 years. Recently, Kurt became a Vice Chairperson on the Insurance Industry Charitable Foundation, Western Region. Kurt also sits on the Advisory Board of a San Francisco-based nonprofit serving youth within the juvenile justice system, The Beat Within.

Randy Termeer
Property and Casualty Division President (Interim)| Chair International Limited and Société Anonyme
USAA
+ Past Chair, IICF Northeast Division
Peter Tucker
Executive Vice President
Chubb

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.

+ IICF Advisory Board; Past Chair, IICF Int'l Board of Governors
John Patrick Vasturia
Founder and Chief Executive Officer
Seabright Leaders

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.

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.

+ IICF Advisory Board; IICF IDEA Council; IICF Global Membership Founders Circle; Past Chair, IICF Northeast Division
Hank Watkins
Regional Director and President, Americas
Lloyd's

Hank is responsible for Lloyd’s market development activities in the US, Canada and Latin America. From offices in Atlanta, Boston, Chicago, Dallas, Frankfort KY, New York, Montreal, Toronto, Bogota, Mexico City and Rio de Janeiro, Lloyd’s is actively engaged in educational and marketing outreach to retail, wholesale and reinsurance intermediaries, risk

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managers, managing general agents, risk management programs at colleges & universities and other stakeholders in the Lloyd’s market.  

Hank has more than 35 years of experience in the insurance industry and has held a range of underwriting, client management and leadership positions in the United States and Europe at Chubb, Johnson & Higgins, Marsh and HRH.  

Hank received his BA from the University of California, Berkeley and has completed an executive leadership program at The Wharton School.  He’s a member of the Board of Overseers at St. John’s University’s School of Risk Management and is on the boards of the Insurance Information Institute and Insurance Industry Charitable Foundation (NY/Northeast Division).

With more than 55% of Lloyd’s global premium in 2018, the Americas region is Lloyd’s largest market for insurance (E&S in the US) and reinsurance. In addition to market development, Lloyd’s colleagues in the Americas provide media relations and regulatory support to the managing agents / syndicates and operational oversight of the licensed platforms in Illinois, Kentucky, the USVI and our Lineage system in Montreal.

Paul Wheaton
Lead Client Service Partner, Financial Services Organization
EY

Paul Wheaton is a lead client service partner in Ernst & Young LLP’s Financial Services Organization. He has more than 25 years of experience serving financial services clients in issues ranging from business strategy through operational execution. In his current role, Paul works closely with client leadership and EY engagement teams to support service delivery at all levels, helping to develop strategies, strengthen relationships, and

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deliver high quality engagements. Paul lives in Chicago with his wife Shari and their corgi Hazel.

 

Paul sits on the IICF Board of Governors, serving as the chair of the Finance Committee and the Audit Committee. He is a graduate of Michigan State University’s College of Engineering as well as the University of Michigan – Stephen M. Ross Graduate School of Business.

 

+ IICF Co-Founder; IICF Advisory Board; IICF Global Membership Founders Circle
Jim Woods
Founder
Woods Group Solutions

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.

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

Sophia Yen
Senior Partner/Principal, Insurance Strategy & Innovation Leader
EY

Sophia Yen is a Senior Partner/Principal and is the Insurance Strategy & Innovation Leader in EY’s Insurance Advisory practice, focused on working with clients to drive profitable growth through target operating models, strategic ventures, market trends & insights, innovation, and digitization and emerging technologies.  She also serves on the Americas Insurance Leadership team as well as the extended Global Insurance Leadership team.

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Sophia has over 20 years of experience in the insurance industry with deep experience in reinsurance, insurance, banking, disruptive technologies and digital transformations. She has led global initiatives focusing on growth, M&A integrations and separations, integrated business and financial strategy planning, and streamlining target operating models.

Sophia has a unique combination of industry and consulting experiences as she started in consulting and then spent half of her career in the insurance and banking industry before turning to consulting.  Some of her notable accomplishments included driving the transformation at UBS Investment Bank where she achieved more than 30 million in cost savings. Prior to UBS, she was at Swiss Re and held several senior leadership roles, including running their Americas Client Solutions team, SVP of Financial Services Origination, Chief of Staff to the CEO and COO and Head of Operations and Reporting, where she was responsible for the strategic financial planning, reporting, and operations of a $2.5+ billion portfolio and was a member of the Americas Executive Committee.  

She holds an MBA from Columbia Business School and a Bachelor of Science (dual major: Finance & Computer Science) from Boston College and graduated both with high honors and achieved numerous awards including outstanding academic achievement and excellence in service awards. She is a sought-after speaker at industry conferences throughout the Americas, EMEA, and Asia on such topics as strategic transformation, digital transformation, enabling innovation, culture change, and diversity & inclusion.  

IICF International Advisory Board

The IICF International Advisory Board provides industry feedback on foundation plans, initiatives and strategies, ensuring that IICF programs and events bring value to the industry and community, and help to maintain the highest standards of performance and quality of IICF programming.  The Advisory Board may make recommendation to the Board of Governors at certain times. The IICF Advisory Board comprises members of carriers, brokers, and associations representing the P&C Life/Health/Wealth Management segments of the industry, along with other businesses that support the insurance industry.

Katie Rodriguez Botello
Global Senior Social Impact Manager
Marsh McLennan Companies

Katy Rodríguez Botello is a Senior Manager within Marsh Mc Lennan’s Social Impact department, responsible for the Americas region, as well as the Marsh Cares program globally (130+ countries). Katy initially joined Marsh in 2015. During this time, she has worked on a variety of high-profile projects with Human Resources, I&D, Communications and has been instrumental in the design and expansion of the company’s key Social Impact programs, which have benefited thousands of Marsh

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McLennan’s clients, colleagues and communities around the world. Before joining Marsh, she held several positions in the Public and Non-Profit sector.

 

Kevin Bradley
Vice President, Diversity, Inclusion, and Community
HUB International

Kevin Bradley is the Vice President, Diversity, Inclusion, and Community for HUB International. Joining the organization in 2021, he is responsible for crafting the company’s overarching D&I strategy and providing coaching and consultation to ensure the execution of the strategy on all levels of the organization and is a member of the Enterprise Leadership Group.

 

Mr. Bradley is a seasoned Diversity & Inclusion practitioner

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with over 30 years in Human Resources.  He has been a recruiter, business partner, EEO/AA Compliance leader and D&I leader. Bradley has worked in various industries including manufacturing, aerospace, fast food, and financial services.  Throughout his career, he has had developed D&I strategies that include building ERGs from the ground up, introducing D&I curriculum, and establishing external community partnerships. At times has managed both the diversity and compliance functions simultaneously, which has allowed him to leverage compliance initiatives to enhance diversity strategies. Bradley has always created collaborative internal coalitions with key internal leaders and stakeholders to create, establish and grow D&I strategies. His philosophical approach is that diversity & inclusion is part of every leader and employee’s jobs.

 

He is often asked to speak at events on the topic of diversity as a business driver and has received recognition for his work in advocating for diverse communities. He currently serves on the Board of Directors for Access Living, a nationally renowned disability advocacy organization and locally with the Parents’ Alliance Employment Project. He also serves on the Board of Directors for the Chicago Philharmonic. He has been asked to serve on the Chicago advisory committees for the Hispanic Scholarship Fund and is on the DEI Advisory Committee for his fraternity, Tau Kappa Epsilon,

 

Mr. Bradley earned his BA from Northeastern Illinois University and his MS from Villanova University.

Nikel Cleaves
Director, OneTen Coalition
Aon
Dustin Cooper
Community Impact Consultant
CSAA Insurance Group

Dustin grew up in northern Nevada and has called the San Francisco Bay Area home for the past decade. He has a bachelor’s degree in English Literature and French from the University of Nevada-Reno and attended graduate school at the University of San Francisco for International Studies.

 

Dustin has worked in the non-profit field for 7 years ranging from direct service to program director

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in workforce development and refugee settlement prior to working in the CSR space. Dustin now oversees the Community Impact work at CSAA Insurance Group including its corporate giving and employee volunteer and giving programs and is happiest outside and traveling somewhere new without a map.   

 

Raissa Correa
Corporate Social Responsibility Senior Consultant
CNA

Raissa Correa serves as the Corporate Social Responsibility Senior Consultant for CNA. In this role, she works closely with key internal and external stakeholders, nonprofit organizations, and CNA colleagues around the globe to create and deliver programs for charitable giving that support the firm’s corporate social responsibility strategies. Before joining CNA in 2019, Raissa was the Event Marketing Specialist at Aon. While at Aon, Raissa planned and

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executed large-scale symposia and events for Commercial Risk. Prior to working at Aon, Raissa worked for the American Red Cross on the development team working with individual and corporate donors. In these roles, she supported fundraising and communication efforts while building relationships with community partners.

Raissa also serves on the Central Division Board of Junior Achievement of Chicago. She received her B.A. in journalism, public relations and advertising from DePaul University.

Rich Dodge
Partner, Commercial Litigation
Dentons US

G. Richard Dodge, Jr. has extensive experience representing insurance companies in the defense of class actions and other complex litigation, including consumer protection and securities fraud cases, ERISA-related cases, antitrust, RICO and unfair competition actions.  Rich also advises insurers and reinsurers on the consideration and defense of claims under reinsurance treaties and facultative placements, trade credit and political risk

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policies, marine policies, commercial general liability and property policies, professional and employer’s liability and D&O coverage, product and environmental liability lines, and umbrella and excess liability policies.

He has litigated and arbitrated complex breach of contract actions on behalf of large property and casualty insurance carriers and represented a specialty lines carrier at trial in connection with a shareholder and director dispute.

Kristin Downey
Chief Administrative Officer
Amwins

Kristin Downey is Chief Administrative Officer for Amwins. Kristin joined Amwins in December 2002, initially serving as Director of Human Resources. She now leads various teams responsible for developing and implementing the people strategies to support Amwins’ business objectives. Kristin also directs the management and operations for compensation and benefits; human resource systems and payroll; talent development;

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administration and events; and marketing & communications. She leads the company's philanthropic efforts, including the recently formed Amwins Foundation as well as Amwins’ diversity, equity and inclusion priorities.

 

Prior to joining Amwins, Kristin was employed by PricewaterhouseCoopers LLP, where she spent five years in the Assurance and Business Advisory Services (ABAS) practice and two years as the recruiting manager for the Carolinas ABAS and Tax practice.

Laura Gallagher
Global Head of Corporate Citizenship;
AIG

Laura Gallagher is the Global Head of Corporate Citizenship at AIG where she oversees AIG’s commitment to giving back to the communities the company serves through philanthropy, programs and partnerships that leverage the skills, experience, knowledge and enthusiasm of the AIG’s employees. She and her team have won numerous awards, including recognition from Engage for Good, Insurance Business, NY City & State Responsible 100,

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and the President’s Council on Service and Civic Participation. She was selected as the Association of Corporate Contributions Professionals’ 2018 Ignite Impact awardee for excellence in the field of Corporate Citizenship.

Prior to her current role, Gallagher managed AIG’s global philanthropy across all business lines, functions and regions as the company’s Director of Corporate Philanthropy.  She originally joined the company in 2009 as the Global Claims Training Learning & Development Project Manager, followed by a position as the General Insurance Community Engagement Manager.

Before AIG, Gallagher was the Outreach Director for Children’s Educational Programming at WNET, where she designed and managed educational and promotional outreach projects, events and training initiatives for children’s media programs. Her responsibilities included the creation of educational materials and trainings for sponsor corporations, such as Ernst & Young and Northrop Grumman; organizational partners including Girls Inc. and The Boys & Girls Clubs of America; and professional development membership organizations, such as the Association of Children’s Museums and the National Council of Teachers of Mathematics.

Prior to joining WNET, Gallagher managed Sesame Workshop's international initiatives, specifically in Russia, Egypt, and Kosovo. While at the Workshop, she created and managed a brand building toolkit for global partners and served as an integral part of the launch team for new programs.

In addition to her Corporate Citizenship Management, Grantmaking and Foundations, GRI Reporting, and Project Management Professional (PMP)certifications, Gallagher holds a dual B.S. degree in Inclusive Education and Psychology from Syracuse University and a M.A. in Educational Media, with a concentration in Educational Technology and Communications from New York University.  

She serves on the Association of Corporate Citizenship Professionals’ Board of Directors, the Insurance Industry Charitable Foundation’s Advisory Board, and Public School 101Q’s Senior Leadership Team.

Marlene Ibsen
Vice President, Community Relations and Chief Executive Officer and President of Travelers Foundation
Travelers

As Chief Executive Officer and President of Travelers Foundation and Vice President of Community Relations for Travelers, Marlene M. Ibsen focuses on making connections that strengthen community and enhance business sustainability. She manages the company’s charitable giving and is responsible for community-related employee engagement and development activities.

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Marlene has developed a strategic approach for the company’s philanthropy, designed to align business interests with community needs and assets to help generate Academic & Career Success, Thriving Neighborhoods and Culturally Enriched Communities.

Prior to her role in Community Relations, Marlene worked in a variety of communications management roles at Travelers, including media relations, internal communications and marketing communications. Before joining Travelers, she worked as a writer/producer and public relations consultant. In addition, she has experience working in communications and fundraising for nonprofit organizations.

 

Marlene holds both bachelor’s and master’s degrees in communications and has served on numerous local and national nonprofit organization boards of directors.  

+ IICF Int'l Board of Governors
Sean Kevelighan
President & Chief Executive Officer
Insurance Information Institute

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.

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.

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.

Sarah Morin
Community Relations Lead
The Hartford
Michelle S. Ng
Market Activation Operations Leader, Americas Innovation
EY

Michelle S. Ng currently serves as the Market Activation Operations Leader of Americas Innovation at EY. She previously served as the Corporate Responsibility Leader of Americas Financial Service at EY.

 

Michelle has extensive experience working with government agencies, philanthropic foundations and community-based organizations to create societal impact. She has garnered recognition for her leadership in

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corporate responsibility and community engagement. She was selected to join the Sterling Network Fellowship, Ascend Leadership, Chief Network, Nation Swell Council and Community Involvement Roundtable at the Boston College Center for Corporate Citizenship.

Michelle previously completed the Asian American Executive Program at Stanford Graduate School of Business, Presidio Institute Fellows program, Coro Leadership New York program, Leadership Academy program at the Boston College Center for Corporate Citizenship and the Great Leaders Program at the Austin W. Marxe School of Public and International Affairs at Baruch College.

Errica Rivera
Culture and Inclusion Lead
State Auto

Errica Rivera joined State Auto in March of 2008 as the Director of Talent Acquisition.  After serving in that capacity for a few years, Errica was asked to transition to the role of Community Relations Officer. Since then, Errica has held a number of roles at State Auto, from Business Partner for the Western Regional office to her current role leading Culture and Inclusion for the organization. Since the development of future business leaders and the promotion of diversity,

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equity and inclusion in the work place are areas of passion for Errica, she has actively participated in and organized various community initiatives designed to engage with and attract diverse audiences on behalf of the insurance industry.

Errica currently serves on the Insurance Industry Charitable Foundation Advisory Council, National African American Insurance Association (NAAIA) Board of Directors, Insurance Council of Texas Education Foundation Board of Trustees, Texas Risk and Insurance Professionals Society (TRIPS) Board Member, National Invest Board of Directors, Lincoln Theater Board of Trustees (Emeritus), and the University of Texas at Dallas Risk Management Advisory Council. Errica is the founder of the Harding University African American Alumni Association.

In 2019, was honored with the Insurance Industry Leader of the Year award by the National African American Insurance Association/DFW chapter, in 2020 by Insurance Business America for Leading the Change in the insurance industry and in 2021 recognized by the National African American Insurance Association (national office) as Corporate Leader of the Year.

Pamella Rodrigues
Director, Global Corporate Citizenship
AIG

Pamella Rodrigues serves as a Director of Global Corporate Citizenship at AIG where she focuses on the intersection of Corporate Responsibility and business priorities, strategic partnerships, skills-based volunteerism, community outreach and philanthropy. She manages AIG’s relationship with its strategic nonprofit partners. She is responsible for implementing company-wide philanthropic initiatives that strengthen AIG’s brand and

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business value while enabling employees to get involved in the charitable sector. She also oversees the AIG Compassionate Colleagues Program, an employee hardship program.


Before AIG, Pam was the North America Program Lead for Corporate Social Responsibility and Diversity & Inclusion at Tata Consultancy Services(TCS), where she managed employee volunteering programs and spearheaded the company’s diversity and inclusion programs. Before transitioning to the corporate world, she served as Director of Annual Giving and Director of Development at Kean University Foundation. She joined the Foundation from the Aspen Institute in Washington, DC where she completed a year-long fellowship.

Pam holds a M.S. in Public Policy and Management from Carnegie Mellon University and a B.A. in Political Science with a minor in Economics from Kean University. She is a Coro Leadership NY alumna. Pam is also a certified Project Management Professional (PMP). She serves on the board of the Carnegie Mellon University Alumni Network and volunteers as a Mentor Coach with America Needs You, an organization that supports first-generation college students in their higher education pursuit.

Cheryl Green Rosario
Head of DEI and CSR
Munich Re

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.

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.

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.

+ IICF Int'l Board of Governors; IICF IDEA Council; IICF Global Membership Founders Circle
Bill Ross
Chief Executive Officer
Insurance Industry Charitable Foundation

In September 2004, Bill joined the Insurance Industry Charitable Foundation as Chief Executive Officer and is responsible for the overall operation and strategic direction of the Foundation. Bill comes to the Foundation after a 31-year career with the Walt Disney Company, having worked in the Parks and Resorts division with assignments in Tokyo Disneyland and Disneyland Resort in

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Paris. He was a member of the executive team that managed the $2 billion expansion of the Disneyland Resort in Southern California. Bill has a broad background in marketing, communications, planning and development and external relations. He is a Chairman Emeritus of the Orange County Business Council.

He has served on numerous nonprofit boards throughout California such as the California Golden State Museum, Children’s Hospital Orange County and Cypress College Foundation. He is a strong advocate of education and completed his undergraduate and graduate degree at California State University Fullerton. In 1989 he was recognized as a distinguished alumnus. Prior to his business career he lectured at California State University, Fullerton for five years. 

Suzanne Scatliffe
Global Sustainability Director
AXA XL

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).

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.

Jeannette Seifert-Wittmer
Project Manager, Swiss Re Foundation
Swiss Re

Jeannette Seifert-Wittmer is responsible for the Swiss Re Foundation’s community programs in the Americas, including Community Days and Charity of the Year, as well as emergency fundraisers, the Shine USA, and the global Dollars-4-Doers program.

In 2002, Jeannette joined Swiss Re and her responsibilities ranged from internal communications, web communications and training, event and project

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management to corporate citizenship.

After working for several years in the textile industry, she held communications, marketing, event, and project management positions at subsidiaries of the Swissair Group in Switzerland and New York City/USA.

Jeannette earned an associate degree in Business Administration from the Business Education Center in Weinfelden/Switzerland and a bachelor's degree in Textile Management from the Swiss Textile Management School in Zurich/Switzerland.

Since 2017 Jeannette has served on the Council of the Swiss Abroad representing the interests of Swiss citizens living in the United States vis-à-vis the authorities and the public in Switzerland. She is also a member of the Swiss-American Chamber of Commerce and the IICF Advisory Board.

Cara Siegel
Senior Vice President, Communications & Sales Enablement
HUB International
Glenda Swan
Executive Director
PLUS Foundation

Glenda is the Executive Director of the PLUS Foundation--the charitable arm of the Professional Liability Underwriting Society (PLUS), whose mission is to advance diversity in the professional liability workforce. Previously, Glenda managed the delivery of education at regional and national symposia and the PLUS Conference. She was a leader in the development of K-12 service-learning curriculum, and in establishing not-for-profit

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collaboratives. Glenda has a BA from the University of Minnesota, is a Certified Meeting Manager (CMM), and boasts 28 years of working with the most passionate, compassionate people in the world: volunteers. In her free time, she enjoys traveling, cycling, cross-country skiing, ice-skating, and spending time with her husband and grandkids at her house in the woods.

Pam Thorp
Corporate Social Responsibility Specialist
CNA
Mary Allen Waller
Global Community Engagement Director and Director of Internships
Markel

Mary Allen Waller has spent the majority of her career in various capacities and companies within the insurance industry. Employed with Markel since 1999 and currently serving as Global Community Engagement Director and Director of Internships, Ms. Waller is dedicated to education and philanthropy.

Ms. Waller holds an undergraduate degree in Economics

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& Management from Salem College, Masters of Business from Virginia Commonwealth University and several Insurance Industry certifications. Ms. Waller is also a Six Sigma Black Belt.

In addition, Ms. Waller has served on several non-profit Boards of Directors and currently serves on the board of Partnership for the Future, Virginia Foundation for Independent Colleges and St. Andrews School in Richmond, Virginia.

+ IICF Co-Founder; IICF Int'l Board of Governors; IICF Global Membership Founders Circle
Jim Woods
Founder
Woods Group Solutions

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.

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

IICF IDEA Council

The IICF IDEA Council is a unique group of senior insurance industry leaders, convened by IICF and tasked with advancing the cause of a more inclusive, diverse, equitable and accessible insurance industry workplace. The mission of the IDEA Council is to share best practices and educate industry leaders about matters central to this cause and to highlight opportunities and advancements, while taking action to drive and foster greater adoption of these moral and business imperatives.

Comprising more than 60 DEI and HR officers and talent leaders along with other executives representing approximately 40 insurance industry businesses, the IDEA Council members work collaboratively to contribute and apply resources and programming to advance DEI best practices and leadership in the industry.

Brian Brashears
Regional DEI Consultant
Swiss Re
Member, IICF IDEA Council Leadership Subcommittee
Kim Briones
Chief Human Resource Officer
Berkshire Hathaway Specialty Insurance

Kim Briones is Head of Global Human Resources at Berkshire Hathaway Specialty Insurance. Kim has been in the human resources field in the financial services industry since 1989. Prior to joining BHSI, she has held a number of senior positions leading and managing global human resource teams. Kim holds a Bachelor of Arts degree from Massachusetts College of Liberal Arts.

IICF IDEA Council Co-Chair + Immediate past Chair and member, IICF Int'l Board of Governors
Barbara Bufkin
Senior Advisor
Amwins

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. 

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Throughout the past eight years, Barbara has 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.

 

IICF IDEA Council Chair, Talent Subcommittee + Board member, IICF Boston Chapter
Carmen Duarte
VP, Diversity, Inclusion & Social Impact
Intact Insurance Specialty Solutions

Carmen Duarte is Vice President of Diversity, Inclusion & Social Impact for Intact Insurance’s U.S. operations. In this role, she is focused on building an inclusive culture where all employees may thrive and achieve their full potential. Additionally, she enables employee generosity targeting local nonprofits that build economic resiliency for disadvantaged communities. Carmen joined Intact through one of its legacy

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companies – Commercial Union Insurance – in an HR capacity, where she progressed to positions of increasing responsibility. She concluded her HR tenure as Director of Compensation & Benefits before transferring to Marketing to establish the company’s Corporate Communications function. Her role expanded to include Corporate Marketing, where she led major initiatives, such as rebranding the organization through a merger and two acquisitions. Carmen began her career as an insurance underwriter for Chubb in New York City. She served as Intact’s U.S. diversity and inclusion champion since late 2020 and became fully dedicated to diversity and social impact matters in September 2021.

 

Carmen received her BA in Sociology from Hobart & William Smith Colleges, and Master of Business Administration from Boston University. She earned her Certified Employee Benefits Specialist designation, and currently serves on the Board of Directors for the Insurance Industry Charitable Foundation’s (IICF) Boston Chapter and is Board Chair for Boston’s United South End Settlements (USES).  She is also a Trustee of the Intact Charitable Trust USA.

Dawn Frazier-Bohnert
EVP & Global Diversity, Equity & Inclusion Officer
Liberty Mutual Insurance

Dawn Frazier-Bohnert joined Liberty Mutual Insurance in the spring of 2013 to shape the new office of Diversity and Inclusion.  As Executive Vice President, Global Diversity, Equity & Inclusion Officer, Dawn is responsible for leading the design, development and implementation of Liberty Mutual's diversity and inclusion strategy and programs. This includes enhancing employees’ D&I capability

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and skills, internal and external communications, metrics and measurements, benchmarking, external partnerships and the development of employee resource groups. 

Prior to joining Liberty Mutual Insurance, Dawn was Chief Administrative Officer and Partner at Global Novations, a Korn/Ferry International Company, where she developed their human capital strategy and led their post-merger company culture-shaping efforts.  Before employment with Global Novations, she was at The Gillette Company as Vice President, Global Diversity and Inclusion, where she developed and led their Global Diversity Strategic Plan.  Dawn has also held HR leadership positions at Lotus/IBM, Fidelity Investments and Millennium Pharmaceuticals.

Growing up in an Air Force family as an Air Force brat, Dawn lived and traveled all over the world. She believes that these experiences helped her to develop the ability to be effective in most any culture. Building her cultural dexterity has enabled her to learn to navigate new organizations and to value and appreciate differences.

Dawn attended Mount Holyoke College and graduated from Boston University with a Bachelor of Science degree in Rehabilitation Counseling. In addition to past membership on the Woman’s Advisory Board for the Boston Chamber of Commerce, Dawn is on the Advisory Board for Commonwealth Institute and on the Advisory Board of the Simmons University Institute for Inclusive Leadership.

Dawn is also on the GK100 list of Boston’s 100 Most Influential People of Color, a list the Boston Globe reports, “showcase(s) minorities who are shaping the region across various sectors, including academia, business, health care, and philanthropy.” Dawn is also a four-time recipient of the Profiles in Diversity Journal Diversity Leader Award. She was awarded the Race Amity Medal of Honor in 2017and recognized in 2017, 2018 and 2019 on the Black Enterprise List of “Top Executives in Corporate Diversity.”

Member, IICF IDEA Council Talent Subcommittee
Jani Groza
Corporate Responsibility & Diversity Officer
Westfield

With over 20 years in the insurance industry, all with Westfield, Jani Groza has held positions in HR, Hospitality, Communications, Westfield Group Foundation, Community Investment and is currently Westfield’s Corporate Responsibility & Diversity Officer. She left Westfield in 2000 to serve as communications director at Charles Schwab Retirement Plan Services in Brecksville, Ohio

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returning to Westfield in 2003. Prior to joining Westfield in 1996, worked in the nonprofit field spanning 15 years and held a variety of positions with the American Cancer Society and then Director of United Way in Northeast Ohio.  

 

In her current role, Jani oversees Diversity, Equity, & Inclusion including responsibility for across-company strategy including agents, customers, employees, community and government relations and suppliers. In addition, Westfield operates six employee resource groups where over forty percent of colleagues are members.  The Westfield Insurance Foundation, strategic philanthropy initiatives and employee volunteerism are also a part of the Corporate Responsibility functions.

 

Groza currently serves on the board of directors of the Westfield Insurance Foundation, the Fund for our Economic Future and the Medina County Police Activities League. She also serves on the DEI focused committees for Big I, APCIA and IICF. She’s past president of Leadership Medina County and past board member of Habitat for Humanity of Ohio, Hospice of Medina County, Greater Medina Area Chamber of Commerce, Medina Lacrosse Association and Medina County Habitat for Humanity.

 

She earned a bachelor’s degree in childhood development and family services from Ashland University. Jani and her husband Jeff live in Medina, Ohio and have six children between them and six grandchildren.

 

Sherita Hardy
Assistant Vice President, Relationship Development Coordinator
Amwins

Sherita Hardy is an Assistant Vice President, Relationship Development Coordinator at Amwins Insurance Brokerage. She’s been in the insurance industry for over 26 years, with 21 of those years being with Amwins.  She is a liaison for the D&I Council at Amwins as well as being a part of the first Women’s Leadership Program (WLP) at Amwins.  She is on the Insurance Industry Charitable Foundation's

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(IICF) Inclusion, Diversity, Equity and Accessibility (IDEA) Council.  She is also on the Wholesale & Specialty Insurance Association (WSIA) Diversity Foundation. She has a strong dedication to diversity, equity, and inclusion in the insurance industry.

 

She is the President of the National African American Insurance Association – Dallas-Fort Worth chapter and is one of the founding members of the DFW chapter.  She continues the charge of educating, mentoring, and offering financial assistance through scholarships for the next generation of insurance professionals.

She has held P&C Casualty License since October 2000 along with a Surplus Lines Agent license since March 2004.  She has also earned the CISR (Certified Insurance Service Rep) designation from National Alliance, ACSR (Accredited Customer Services Rep) designation from Independent Insurance Agents of Texas and the CRIS (Construction Risk and Insurance Specialist) designation from International Risk Management Institute, Inc.

She was named in the Insurance Business of America magazine as “Leading the Change” in September 2020 and then named on the “Hot 100 List” in December 2020.

Member, IICF IDEA Council Talent Subcommittee
Beverly Harris
Vice President of Corporate Strategy and Product Management
Texas Mutual Insurance Company

Beverly Harris is the Vice President of Corporate Strategy and Product Management at Texas Mutual Insurance Company. She has nearly two decades of experience analyzing and influencing operations, developing budgets and business plans, and recommending adjustments to ensure success. Beverly harnesses the power of research and data to develop strategy and uses storytelling to foster

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organizational buy-in of strategic plans. She is passionate about innovation and strategic thinking and helping leaders prepare for known and unknown challenges of the future. Beverly is also passionate about supporting leaders in growing to become the best version of themselves.

Kari Hilder
EVP, Chief Human Resources Officer
Coaction Specialty Insurance

Kari joined Coaction in 2012 and has been instrumental in cultivating our unique culture of accountability and success. Prior to joining Coaction, Kari served as Human Resources Manager for the National Football League Alumni Association focusing on workforce planning and talent management, and she led the campus recruiting function at Rothstein Kass. Kari began her HR career

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at New York University Clinical Cancer Center and has nearly 20 years of experience as a human resource professional. Kari holds a B.A. in Psychology and Philosophy from Ramapo College of New Jersey and her SPHR designation from the HRCI.

IICF IDEA Council Co-Chair
Susan Johnson
Chief Diversity, Equity and Inclusion Officer
The Hartford

Susan Johnson is the Chief Diversity, Equity and Inclusion Officer at The Hartford, responsible for leading enterprise-wide Diversity Equity and Inclusion initiatives and aligning them with business strategies. She partners with leaders across the organization to ensure that The Hartford's workforce reflects their customer base, that they drive successful acquisition, development and retention of

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talent, and that they focus on the right internal and external business and operational activities related to diversity.

Susan has HR and Talent/Diversity leadership experience at several Fortune 500 companies and has worked on political campaigns and on policy and management issues in the public sector.

Previously, she was the Board Chair for the Harriet Beecher Stowe Center in Hartford, and is a member of the Board of Directors for the National African American Insurance Association. She has received public recognition for her professional accomplishments and community service.

Susan received her BA degree from Spelman College and a Masters in Industrial and Labor Relations from Cornell University.

Barbra Katz
Chief Human Resources Officer, SVP
Crum & Forster
Michele Lamarre
VP, Head of Diversity, Inclusion & Belonging
QBE North America

Michele Lamarre is Vice President, Head of Diversity, Inclusion & Belonging for QBE North America (NA), a global insurance leader focused on helping customers solve unique risks. Michele is responsible for delivering strategic direction, thought leadership and inclusion competencies to advance the organization’s mission and business objectives. In 2021, Michele was awarded the Acord Women’s

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Insurance Advancement award.

With over 20 years’ experience in the financial services and insurance industries, Michele joined QBE in 2017 as Lead Communications Partner. Before coming to QBE, Michele held several leadership roles at AIG, including Director of Executive Communications to AIG’s CFO, Chief Risk Officer and Chief Auditor; Strategic Advisor to the CEO of the Americas region and to the President of Consumer Insurance, Canada; and Chief of Staff to the Chief Marketing Officer, Accident & Health. Prior to AIG, Michele held leadership roles at Moody’s Analytics, UBS Wealth Management, and JP Morgan Chase.

Michele earned a Master of Business Administration in Finance from the University of Miami and a Bachelor of Arts in Accounting from Hofstra University.

Michele serves on the IICF IDEA Council - Insurance Industry Charitable Foundation (IICF) Inclusion, Diversity, Equity and Accessibility (IDEA) Council, the premier body for advancing diversity best practices and inclusive leadership development throughout the insurance industry.

Michele is an avid global traveler, a self-proclaimed foodie and has earned the Court of Master Sommeliers Introductory certification.

Member, IICF IDEA Council Talent Subcommittee
Barbara Reilly
Sr. Vice President
Amwins

Barbara Reilly is a Sr. Vice President at Amwins. Before joining Amwins in 2021, Barbara served as Sr. Vice President of Human Resources for Worldwide Facilities and Vice President of Administration for The Sullivan Group, all based in Downtown Los Angeles.

Barbara grew up in the Midwest and graduated from Butler University.  She has lived in Los Angeles for 30+ years and is married with two sons. She is

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passionate about giving back to our communities and everything benefitting and enriching the lives of children.  She is honored to be serving on IICF’s IDEA Council and working with such incredibly strong leaders.

IICF IDEA Council Chair, Leadership Subcommittee + Board member, IICF Northeast Division
John Vale
Global Client Service Partner
EY
Thea Valero
Diversity, Engagement & Inclusion Director
Reliance Standard Life Insurance

Thea Valero is the Diversity, Engagement & Inclusion Director for Reliance Standard Life Insurance and Matrix Absence Management. Thea has significant experience leading teams and delivering innovative strategies to promote accountability and awareness around DE&I and corporate social responsibility programs. Prior to joining RSL/Matrix Thea spent nearly nine years with Tokio Marine Group sister

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company, Philadelphia Insurance Companies (PHLY). While there, she led the CSR team, focused on leveraging the company’s commitment to communities, diversity and inclusion, and employee engagement to create long-term value for employees, customers, business partners and communities.

 

Thea played a significant role expanding both the CSR and DE&I functions at PHLY and was integral in the formation of the company’s first Diversity, Equity & Inclusion Council, where she served as a charter member and co-lead of the Community & Customers sub-team. Thea also chaired the company’s Good Company Committee and was a key member of the Women’s Leadership Initiative. Thea has a Master’s degree in Corporate Social Responsibility from the University of Nottingham in Nottingham, England, with a research focus on CSR communication. Thea lives in the Philadelphia area with her husband and 6 year-old twins.

IICF IDEA Council Chair, Culture Subcommittee + Member, IICF Advisory Board
Lauren Young, Ed.D.
Chief Diversity & Inclusion Officer
Travelers

Dr. Lauren Young is the Chief Diversity & Inclusion Officer at Travelers and is responsible for the day-to-day management and leadership of Enterprise Diversity & Inclusion. Dr. Young, who joined Travelers in 2021, has more than 15 years of experience guiding senior leaders through complex organizational change and creating culture transformations. Early in her career, she developed

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brand marketing for The Kraft Heinz Company. The author of two marketing books and founder of a consulting firm, she expanded her expertise to build sustainable corporate responsibility strategies that drive global organizational change, eliminate biased processes and procedures in corporate culture and advance diverse talent into leadership roles. Most recently, Dr. Young served as the AVP and Global Director of Diversity and Inclusion at Zurich North America, responsible for driving impactful change for the United States and Canada. She was recognized by Diversity MBA as one of the “Top 100 Under 50 Executive & Emerging Leaders” in diversity, inclusion and equity, and she was named to Insurance Business America’s “Hot 100 2021” list.

Dr. Young earned her bachelor’s degree in business administration with a concentration in marketing from the University of Missouri-Columbia and her master’s degree in organizational psychology and doctorate of education in organizational change and leadership from the University of Southern California. She also holds an SHRM-CP certification in human resources management and is a faculty member of the University of Southern California’s Psychology department.