

In 2008, the IICF Northeast Division opened in New York City, and has since grown with chapters in Boston and Philadelphia. The Division has provided 323 grants totalling nearly $11 million throughout the region as well as thousands of hours of volunteer service. We are BETTER TOGETHER!
IICF helps communities and enriches lives by combining the collective strengths of the insurance industry to provide grants, volunteer service and leadership. IICF reinvests locally where funds are raised for maximum community impact.
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 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.
Anna brings 20 years of diverse financial services industry experience in building, leading and advising corporations through complex restructuring, acquisitions and international expansion to her role as Senior Vice President and Chief Financial Officer for NEIL and is responsible for all financial operations at NEIL including strategic planning, reporting, financial planning and analysis, insurance accounting, risk management and internal audit.
Prior to joining NEIL, Anna spent a decade as division CFO of Liberty Mutual, a billion-dollarinternational insurance corporation, served as CFO and board member for a Florida-based financial services conglomerate spanning insurance, surety and fee-based service companies and most recently served as Chief Financial Officer for Lincoln Investment, a registered broker/dealer and registered investment advisor. In her various roles, Anna led implementations of fiscally sound strategic business plans, business process improvement, capital restructuring, integration and risk management with a focus on disciplined approach to profitable growth.
Anna has an MBA in Finance from Temple University, and a Bachelor of Science degree in Finance and International Business from Drexel University. In 2015, Anna completed the CFO Strategic Partner Program at the Wharton School at University of Pennsylvania. She holds FINRA Series 27 Registration.
Marni Baroli has been in the insurance industry for 21 years, and with Swiss Re since their acquisition of GE Insurance Solutions in 2006. Prior to her present role as Senior Client Manager in Reinsurance, Marni held various client and portfolio management roles within Swiss Re's commercial insurance business, Corporate Solutions, and with GE Insurance Solutions. Before joining the insurance industry, Marni spent 11 years working in GE's industrial business units, where she held various roles in operations, product development, and sales. Marni is Six Sigma Black Belt certified and holds a B.S. Interdisciplinary Engineering and Management from Clarkson University.
Director of the Maurice R. Greenberg School of Risk Management, Insurance and Actuarial Science (GSRM) at St. John’s University in New York City, Ms. Weber served as Vice President for Enrollment Management and Student Affairs at The College of Insurance - an independent specialty college, prior to its merger with St. John’s in 2001. Prior to joining the College, Ms. Weber held administrative positions in student affairs at New Jersey Institute of Technology, University of Northern Colorado, and The College of New Jersey.
Ms. Weber leads areas of GSRM that steward relationships and deliver services to the risk management industry. She oversees fund-raising, grant-funded student programs, scholarship administration, and career development services of the School’s endowed Ellen Thrower Center for Apprenticeship and Career Services.
Over her career, Ms. Weber has taught courses and developed a distinctive “Career Development Series” for first-generation college students entering industry. She was an instructor in the former Insurance Education Institute, a program for high school teachers, enhancing effectiveness in teaching insurance-related subjects. Ms. Weber served on the Clinical Faculty of New York University’s M.A. Program in Higher Education/Student Personnel Administration from 1994 to 2001.
Ms. Weber has served on the Boards of Mustard Seed School (Hoboken, NJ) and the former St. Joseph of the Palisades High School (West New York, NJ), both with institutional missions to underserved children in urban settings and has delivered training programs for high schools and colleges in the NY Metro and Rocky Mountain regions. Ms. Weber is an honorary member of John Street Club (NYC).
A graduate of The College of New Jersey, Ms. Weber holds her M.A. degree in Higher Education Administration from the University of Northern Colorado and is a graduate of Harvard University’s Graduate School of Education Institute for Management and Leadership in Education.
BIO - TBA
BIO - TBA
BIO - TBA
BIO - TBA
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 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.
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.
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.
Anna brings 20 years of diverse financial services industry experience in building, leading and advising corporations through complex restructuring, acquisitions and international expansion to her role as Senior Vice President and Chief Financial Officer for NEIL and is responsible for all financial operations at NEIL including strategic planning, reporting, financial planning and analysis, insurance accounting, risk management and internal audit.
Prior to joining NEIL, Anna spent a decade as division CFO of Liberty Mutual, a billion-dollar international insurance corporation, served as CFO and board member for a Florida-based financial services conglomerate spanning insurance, surety and fee-based service companies and most recently served as Chief Financial Officer for Lincoln Investment, a registered broker/dealer and registered investment advisor. In her various roles, Anna led implementations of fiscally sound strategic business plans, business process improvement, capital restructuring, integration and risk management with a focus on disciplined approach to profitable growth.
Anna has an MBA in Finance from Temple University, and a Bachelor of Science degree in Finance and International Business from Drexel University. In 2015, Anna completed the CFO Strategic Partner Program at the Wharton School at University of Pennsylvania. She holds FINRA Series 27 Registration.
Marni Baroli has been in the insurance industry for 21 years, and with Swiss Re since their acquisition of GE Insurance Solutions in 2006. Prior to her present role as Senior Client Manager in Reinsurance, Marni held various client and portfolio management roles within Swiss Re's commercial insurance business, Corporate Solutions, and with GE Insurance Solutions. Before joining the insurance industry, Marni spent 11 years working in GE's industrial business units, where she held various roles in operations, product development, and sales. Marni is Six Sigma Black Belt certified and holds a B.S. Interdisciplinary Engineering and Management from Clarkson University.
Irina Buchmann has been in the insurance industry for more than 20 years working both across Europe (France, Germany, Belgium and Switzerland) and the Americas (US, Canada, Mexico and Brazil). Prior to her current role overseeing AXA XL’s treasury, capital management, controllership and FP&A teams, she has held has several roles of increasing responsibility including CFO and CROs roles in different operating companies of the AXA Group. She has extensive experience in Mergers and Acquisitions working on both acquisitions and subsequent integrations as well as IPO / disposals. Irina holds an MBA from the European Business School, Oestrich Winkel, Germany.
Erin Calvey joined Liberty Mutual on the Distribution Strategy team in 2017, as part of the Liberty Mutual acquisition of Ironshore. She was named a Global Client Executive of the Client Engagement Program in 2019. In this role she manages Liberty Mutual commercial P&C relationships for clients in the construction, real estate, healthcare, telecommunications and manufacturing sectors.
During her tenure at Ironshore, Erin held various positions, most recently as Executive Vice President of Distribution Strategy. In that role she launched and oversaw a client advisory board, claims advocacy program and industry vertical strategy, with heavy focus on construction, real estate and financial institution clients. She was also Senior Vice President of Global Broker Relations managing the organizations' corporate relationships with global, national and regional P&C brokerage firms, as well as the operations manager for the U.S. field executive team.
Prior to joining Ironshore, Erin worked in other industry roles including at Arthur J. Gallagher, serving as an Area Vice President, national casualty broker and account executive. She has also been a senior business development manager for AIG.
Erin is actively involved in the Insurance Industry Charitable Foundation, currently serving on the Northeast Board and formerly serving as the Chairperson to the Northeast Associate Board. She is the co-chair of the recently launched WE@Liberty New York City Women's Executive Chapter. She holds a BA in Psychology from Montclair State University.
Michael Cavallaro joined ARC in 1992 and became an Officer and Partner at ARC Excess & Surplus in 2002. In 2021, he became the Chief Executive Officer of the Company and is responsible for managing the day to day operations of the organization, where ARC writes over $1 Billion in Premium and has over 200 employees with seven offices and focuses on the placement of Management & Professional Liability Insurance Products.
His duties include managing the company as well as managing a book of business with a team of brokers and administrative people that service accounts he is directly involved in producing. His focus is in dealing with relationships with brokers, insureds and insurance companies and other business partners and setting the direction for the company in terms of marketing and operations. He has been handling Management and Professional Liability in his 31 years at ARC and worked at AIG from 1985 to 1990 and then Gulf Insurance Company from 1990 to1992.
The singular emphasis on Management and Professional Liability with a heavy focus on D&O Insurance has allowed him to gain substantial experience and expertise in placing Management and Professional Liability Insurance and providing clients with valuable advice when making decisions regarding these lines of coverage. He has written various articles during his career including the following white papers: Directors and Officers Liability - What to Know, From a Broker's Perspective. A D&O Broker's Dilemma: Who Do We Represent? and Summary of the State of the Directors & Officers Insurance Marketplace.
From 2001 through 2004, he was the co-chair to the Professional Liability Underwriting Society (PLUS) D&O Liability and Insurance Issues Symposium, one of the most well-known and attended conferences regarding Directors and Officers Liability Insurance. From 2016 – 2017, he served as the Chairman of the Eastern Chapter of PLUS, and in 2018, won the PLUS Founders Award for outstanding contributions to PLUS.
Michael Cavallaro graduated with magna cum laude honors from City College of New York (CCNY), where he received a Bachelor of Engineering (Electrical Engineering) and a minor in Mathematics. Michael has received the Registered Professional Liability Underwriter (RPLU) designation granted by the Professional Liability Underwriting Society (PLUS).
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 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.
Christine (McSweeny) Doherty has been in the insurance industry for over 21 years. She joined Lockton Companies in 2023 as a Senior Vice President and Senior Client Manager for the Lockton Financial Services Practice in Lockton Northeast’s New York City office. In this role, she is responsible for evaluating, negotiating, and placing management and professional liability insurance for financial institution clients.
Prior to joining Lockton, Christine led the Financial Institutions sub-vertical at Coaction Specialty Insurance Group. Before joining Coaction, she spent 10 years with Marsh serving as a Senior Vice President and Senior Advisory Specialist at Marsh in New York, and prior to that, as a financial institutions broker for the US wholesale financial lines book of business in Marsh’s London, UK office. Before joining Marsh, Christine held various positions of increasing responsibility both as a private company D&O and as a financial institutions underwriter for AIG in New York and in London. Christine holds a Bachelor of Arts in English Literature from Loyola University in Maryland and a Master of Business Administration in Finance and Accounting from New York University’s Stern School of Business.
Hank is the Northeast Division Executive accountable for Middle and Large Commercial enterprise across seven Northeast states with offices in NYC, Long Island, Upstate NY, Connecticut and Boston, MA. Prior to taking on this role Hank was the Regional Vice President for Hartford's Middle and Large Commercial enterprise in the New England region.
Director of the Maurice R. Greenberg School of Risk Management, Insurance and Actuarial Science (GSRM) at St. John’s University in New York City, Ms. Weber served as Vice President for Enrollment Management and Student Affairs at The College of Insurance - an independent specialty college, prior to its merger with St. John’s in 2001. Prior to joining the College, Ms. Weber held administrative positions in student affairs at New Jersey Institute of Technology, University of Northern Colorado, and The College of New Jersey.
Ms. Weber leads areas of GSRM that steward relationships and deliver services to the risk management industry. She oversees fund-raising, grant-funded student programs, scholarship administration, and career development services of the School’s endowed Ellen Thrower Center for Apprenticeship and Career Services.
Over her career, Ms. Weber has taught courses and developed a distinctive “Career Development Series” for first-generation college students entering industry. She was an instructor in the former Insurance Education Institute, a program for high school teachers, enhancing effectiveness in teaching insurance-related subjects. Ms. Weber served on the Clinical Faculty of New York University’s M.A. Program in Higher Education/Student Personnel Administration from 1994 to 2001.
Ms. Weber has served on the Boards of Mustard Seed School (Hoboken, NJ) and the former St. Joseph of the Palisades High School (West New York, NJ), both with institutional missions to underserved children in urban settings and has delivered training programs for high schools and colleges in the NY Metro and Rocky Mountain regions. Ms. Weber is an honorary member of John Street Club (NYC).
A graduate of The College of New Jersey, Ms. Weber holds her M.A. degree in Higher Education Administration from the University of Northern Colorado and is a graduate of Harvard University’s Graduate School of Education Institute for Management and Leadership in Education.
Sarah Gavlick is Chief Retail Officer for Markel Specialty, an insurance division of Markel Corporation (NYSE: MKL). Headquartered in Richmond, Virginia, and founded in 1930, Markel is a Fortune 500 company with insurance, reinsurance, and investment operations around the world.
Sarah is supporting our growth ambitions and aligning our operations to serve the needs of our retail customers and partners. She’s focusing on evolving our organizational structure to be more fully dedicated to serving the unique needs of our retail business model. She joined Markel in 2004 and previously served as Chief Territory Officer, East; Regional President for the Northeast region, preceded by Director of Marketing and Assistant Manager of Excess and Umbrella positions.
Sarah has more than 25 years of insurance industry experience. She began her career as an underwriter at Gen Re and was later promoted to Vice President, Casualty Facultative.
Sarah is a graduate of Villanova University. She serves on the Wholesale & Specialty Insurance Association (WSIA) Education Foundation Board of Directors. Sarah also serves as Vice Chair of the Insurance Industry Charitable Foundation (IICF) Northeast Division Board. She is active on several committees including: Grantee Relationship, Fundraising, Outreach and Inclusion Forum Planning.
Sarah is a proud supporter of Operation Healing Forces. Sarah is a recipient of Insurance Business America’s Elite Women 2022 award, as well as being an Executive Sponsor for both Markel’s Women’s Network and Underwriting Training Program. Sarah is based in Markel’s office in Red Bank, New Jersey.
Mary Henderson is the President of Argo Pro and has been in the position since July of 2021. As President, Mary is responsible for the strategic oversight of the Argo professional lines of business including Management Liability and Errors & Omissions. Mary initially joined Argo Pro in 2017 as a Senior Vice President of the Financial Institutions Group and was tasked with growing the staff and the various product lines within that segment.
Prior to joining Argo Pro, Mary Henderson spent 14 years at the Travelers Companies in various roles in the Bond & Financial Products Group. She was a Managing Director for various Financial Institutions Groups within the New York City Metro region and ultimately was Regional Vice President for the region; responsible for the P&L for all professional lines of business.
Prior to joining Travelers in 2002, Mary worked in the Financial & Professional (FINPRO) client advisory group at Marsh, Inc. and in the Financial Institutions Unit at American International Group.
Mary joined the Northeast chapter of the IICF in 2017 and has served on the dinner committee for 3 years.
Aisling Jumper is Vice President and Claims Manager of FAIRCO. At FAIRCO, Ms. Jumper is responsible for overseeing the claims and claims staff on all FAIRCO programs, which include commercial property, directors & officers, medical malpractice, commercial auto and surety. Prior to joining FAIRCO, she was a VP of Professional Liability at Sedgwick CMS, and led a team of attorneys that specialized in handling Professional Liability Claims including: Lawyers Professional Liability, Insurance Agent Errors and Omissions, Architects and Engineers, Employment Practices Liability, Social Services, Non-Profit, Cyber, Medical Malpractice and Non-Profit/Private Company D&O. Prior to joining Sedgwick, Ms. Jumper practiced law in Massachusetts and New York specializing in handling coverage claims from a wide variety of professional liability lines, including D&O, EPL, & E&O. Ms. Jumper earned her Bachelor of Commerce from the National University of Ireland, Galway, and her J.D. from Boston College Law School. She is admitted to the New York and Commonwealth of Massachusetts Bars.
Edel McIntyre is the Corporate Business Leader for Marsh’s New York Operations. In her role, Edel is responsible for managing the overall relationship and servicing quality of Marsh’s Corporate Clients, coordinating across all Marsh solution sets in order to deliver most appropriate servicing and risk solutions required. She is directly active in driving risk solutions for clients in the Real Estate, Manufacturing, Not-for-Profit, Municipality, Higher Education, Hospitality, Service and Retail industries.
Edel has 25 years of experience in the Insurance Industry and has held a number of positions across Marsh companies in captive management, casualty product risk management advisory, client relationship management and business leadership in both Dublin and New York. She is currently a member of Marsh’s Northeast Zone leadership team responsible for executing on the territory’s business priorities and strategy.
Actively involved in Marsh’s Women’s Colleague Resource Group, Edel has served as NY chapter leader in addition to being a member of the US Steering Committee to work across the Industry with partner organizations to promote the support and professional advancement of Women in Insurance.
Edel received her BA in Risk Management and European Studies from the University of Limerick, Ireland.
Ellen D. Melchionni is president of the New York Insurance Association (NYIA)—a statewide trade association that has served the property and casualty insurance industry for 140 years. Melchionni has served the insurance industry for more than 25 years. Prior to being named president of NYIA, Melchionni served as vice president of the association for 13 years and for three years as legislative analyst. Before coming to NYIA she was employed with both the New York State Senate and the New York State Assembly. She worked in leadership offices of both houses of the New York Legislature for a combined tenure of 10 years.
Melchionni also serves as president of the New York Insurance Scholarship Foundation, a charitable organization that supports the educational goals of students studying the business of insurance. She serves on the board of the New York Alliance Against Insurance Fraud and served as the organization's president for 10 years. She serves on the board of the Insurance Industry Charitable Foundation Northeast Division and is a member of the National Association of Mutual Insurance Companies (NAMIC) Advisory Council. Melchionni holds a Bachelor of Arts degree from the State University of New York at Albany and held a Certified Association Executive (CAE) designation from the American Society of Association Executives for more than two decades. She is a Trustee of the Fort Orange Club and serves on the Board of Directors for Donate Life New York State.
Kelly K. Norris, CAE is the executive director of the Professional Insurance Agents Associations of New York, New Jersey, Connecticut and New Hampshire, and Vermont and other affiliated organizations. An experienced association executive with 30 years in a senior management role, Norris was the executive director of the New York State Society of Professional Engineers Inc., prior to joining PIA. Previous to that, she was the executive director of the New York State Consumer Finance Association.
Since 1991, Norris has been a member of the American Society of Association Executives and the Empire State Society of Association Executives.
She is a graduate of LeMoyne College where she studied business administration with a concentration in political science; and received the Certified Association Executive designation from ASAE in 2005.
JillAllison Opell is a partner and insurance lawyer with Foley & Lardner LLP. She is also the Vice-Chair of the Business Law Department and the Co-Chair of the Health Care Sector Payor/Provider Area of Focus.
JillAllison represents insurers and insurance-related entities in all lines of business, including accident, life and health, property and casualty, surplus lines, travel and reinsurance. JillAllison also represents private equity funds and other sponsors acquiring and divesting insurers and/or insurance-related entities.
JillAllison’s regulatory experience includes advising clients on Holding Company Act issues including acquisitions, intercompany agreements and investment laws, as well as compliance and licensing. She has counselled private equity funds, insurers, reinsurers, producers and other insurance industry professionals, helping to achieve compliance, obtain transaction approval and develop new products. Always monitoring and analyzing the latest regulatory developments, she assists clients with state legislative updates and regulatory investigations.
JillAllison advises clients regarding and assists in the preparation of regulatory filings associated with acquisitions of insurance companies, as well as those related to affiliated transactions and other holding company transactions, such as redomestications and demutualizations. Additionally, she has counselled clients on the regulatory landscape related to captive insurance companies.
JillAllison received her law degree from Fordham University School of Law (J.D., 2000), where she served as notes and articles editor for the Fordham International Law Journal. She obtained her bachelor of arts degree from the University of Pennsylvania (B.A., 1997).
Skills and experience
Andy Peterson is Zurich North America’s Regional Executive for the East Region. In this role, he is responsible for executing Zurich’s business strategy in the East, including delivering on growth and profitability goals, ensuring operational excellence and building strong relationships with customers and distributors.
Since joining Zurich in 2008, Peterson has held several leadership roles, including Senior Broker Relationship Leader, Regional Vice President for the Northeast Region, Head of Operations for Specialty Products, Head of Private Equity and Senior Vice President for Financial Lines. Previously, he held leadership roles at AIG.
Educational background
Peterson holds an MBA in finance from Fordham University and a bachelor’s degree in management from Providence College.
Melissa is a Regional Vice President with Travelers Insurance Company responsible for Private and Non-Profit, Public Company, & Financial Institutions for all product lines in the New York City Metro Region.
Melissa has more than 27 years of insurance experience. In 2017, Melissa became the RVP of Management Liability after spending seven years as the Managing Director of the Private and Non-Profit Team focusing on profitable growth, agency relationships, and employee development. Before focusing on private company, she spent several years as a public company underwriter and five years on the brokerage side.
Melissa serves on the Advisory Board of The Bridge, a not for profit entity whose mission is to foster an inclusive network that generates meaningful connections among industry professionals. The organization strives to develop and advance high potential women in order to increase the number of diverse colleagues in senior roles within Financial Lines.
Paul Rodriguez is Northeast Zone Executive for AIG North America Financial Lines. Based in New York, Paul is responsible for driving all product, distribution, and talent management strategies across this key geography for Financial Lines. Paul has 25 years of insurance underwriting experience partnering with various models, from an agency based to wholesale and retail brokerage. Prior to joining AIG, Paul held leadership positions at Swiss Re Corporate Solutions, Chubb LTD (F.K.A. ACE) and Travelers. Paul holds a B.A. from St. John’s University in Government and Politics and an M.B.A. with a specialization in Finance from Adelphi University.
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.
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.
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 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.
Paul is Senior Vice President of Executive Liability at Co/Action Specialty Insurance Group.
As the Head of Executive Liability, Paul brings with him a vast underwriting and leadership experience and will work closely with our distribution partners to enable new business development. He leads a team focused on Directors and Officers (D&O) Liability, A-side DIC cover for D&Os, other ancillary Management Liability lines of business for public, private and not-for-profit entities. The team also focuses on D&O and management liability lines of business for Financial Institutions, including P&C lines of cover specifically for credit unions and bond coverage.
Paul has over 25 years of experience in the domestic and international insurance industry and has worked for Allianz SE, Zurich Insurance, American Wholesale Brokerage and AIG. Paul most recently served as the Global Industry Solutions Director for Financial Institutions for Allianz SE. While there he also held positions as Regional Head of Financial Lines and Global Head of the Alternative Risk Transfer group. During his time at AIG, he held several roles including Divisional Counsel, VP and Chief Underwriting Officer. In 2004, Paul left AIG to start his career as a broker for American Wholesale where he started their financial lines office. In 2006, Paul returned to the carrier arena accepting a position with Zurich as Global Chief Underwriting Officer for Management Liability and Financial Institutions and Global Head of Private Equity and M&A Insurance Group.
Paul obtained his law degree from New York Law School and passed the New York and New Jersey bar in 1993.
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.
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.
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.
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.
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.
Peter Tucker is EVP National Distribution, NA Field Operations 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 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, in 2017 he was named Regional Executive Officer for the NY Region, and in 2021 Peter assumed his current role of EVP National Distribution, NA Field Operations.
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.
Hank is responsible for Lloyd’s market development activities in the US, Canada, Latin America, the Caribbean and Bermuda. From offices in Chicago, Frankfort KY, New York, Toronto, Bogota, Mexico City, Miami and Rio, Lloyd’s is actively engaged in educational and marketing outreach to retail, wholesale and reinsurance intermediaries, risk managers, MGA’s and MGU’s, risk management programs at colleges & universities and other stakeholders in the Lloyd’s market.
Over the past 40 years, Hank has held a range of underwriting, client management and leadership positions in the United States and Europe at Chubb, Johnson & Higgins, Marsh, HRH and Lloyd’s.
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 the Hank Greenberg School of Risk Management at St. John’s University and is on the boards of British American Business, the Insurance Industry Charitable Foundation (Chair, Board of Governors) and the Insurance Federation of New York.
With approximately 60% of Lloyd’s global premium in 2021, 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 claims, regulatory and media relations support to the syndicates writing business in the region.
Larry joined USAA in mid-2019 to lead our emerging Small Business Insurance (SBI) Division. From strategy to execution, Larry is accountable for product development & management, underwriting, actuarial & analytics and digital experiences for our new small commercial products and services. In addition to his core responsibilities, Larry is being tasked with developing USAA’s approach to member owned businesses across the franchise to protect the American Dream for those that put their lives on the line to protect it for us.
After starting his professional career in a nonprofit, Larry spent nearly a decade in progressive leadership roles developing end to end digital solutions and delivery in domestic and international markets for Chubb North America (formerly ACE) and ACE Overseas General. His responsibilities included Operational Excellence initiatives within the Asia Pacific Region through process re-engineering, global program management and 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 cross channel product design and agile team interactions.
Larry earned a B.S. in International Business & Accounting from Messiah College and an Associate in Risk Management from The Institute. He is a Lean Six Sigma Black Belt and is certified in Product Management & Agile Development.
Larry is actively involved as a volunteer and board chair of Bear Creek Camp, an outdoor children’s ministry outside of Philadelphia, and enjoys spending his free time with friends, family, classic cars, and the great outdoors.
Loretta Worters is vice president of media relations for the Insurance Information Institute (Triple-I), focusing her work on improving understanding of key insurance issues across all industry stakeholders including media, consumers, insurers, producers and regulators.
As a national spokesperson for the property/casualty insurance industry, Ms. Worters is frequently quoted in leading publications including The Wall Street Journal, The New York Times, Financial Times, Los Angeles Times, USA Today, Washington Post and Forbes, among others, and appears regularly on television networks including ABC, CBS, NBC, CNBC, CNN and FOX.
Ms. Worters handles major strategic issues confronting the insurance industry. She serves as the insurance industry’s chief crisis communications officer, developing and implementing disaster communications plans and working with national media during such catastrophes as the COVID-19 pandemic, civil riots, hurricanes, wildfires and terrorism. She develops articles, thought leadership pieces, editorial content, product launches as well as business insurance campaigns.
Ms. Worters has worked to promote women’s financial literacy through women’s organizations including the National Coalition Against Domestic Violence and the National Network to End Domestic Violence. She served as a board member on the Allstate Foundation’s domestic violence program (formerly Purple Purse®) and helped develop two publications as part of Allstate’s Readiness Series, Creating Long-Term Financial Success and Financial Strategies for Immigrant and Refugee Women. She is currently a board member of the Northeast Region of the Insurance Industry Charitable Foundation, which helps communities and enriches lives by uniting the collective strengths of the insurance industry in providing grants, volunteer service and leadership.
Ms. Worters headed up the Community Outreach Program directed by former Vice President Al Gore, which resulted in her writing the industry publication, Empowering Communities.
Ms. Worters has authored articles that have appeared in numerous publications including Carrier Management, The Geneva Association, The John Liner Review, National Underwriter, Professional Agent magazine, Risk & Insurance Economics has contributed to the book NOLO’s Essential Guide to Buying Your First Home and has been a guest blogger for Equifax’s Finance and Small Business blogs. She also makes presentations and provides public relations counsel to industry associations and companies both nationally and internationally.
Prior to Triple-I, she worked for Scandinavian Airlines and Dean Witter Reynolds. She holds an M.A. in Communications from the New School and a B.A. in Journalism. She is a member of the Public Relations Society of America.
The IICF Northeast Division includes additional opportunities to expand our philanthropic reach within our division through regional engagement throughout the Northeast.
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