History & Leadership

About ICCIE

The International Center for Captive Insurance Education (ICCIE, pronounced I See) was conceived by the Vermont Captive Insurance Association (VCIA) in 2001.

The members and leadership of the organization, through extensive conversation and research, determined that the growth and quality of the captive insurance industry could not be sustained without the development of a pool of qualified captive insurance professionals. The formation of ICCIE, a comprehensive education program for participants in the captive industry, was a response to this challenge.

During a two year period, VCIA invested in a market and feasibility study, the development of a business plan and ultimately a fundraising campaign to jumpstart the program. ICCIE was incorporated in the summer of 2003 and, in January of 2004, received its 501(c)(3) determination from the IRS.

ICCIE is now governed by an independent board of directors, while Executive Director Mitch Cantor attends to the day to day operations. The program and curriculum were developed in collaboration with University of Vermont (UVM) staff and reflect the highest standards of a top-tier educational institution. The program structure and course content have been vetted through ICCIE’s governing board, and an advisory board of captive insurance professionals and educators.

The Governing Board Members of ICCIE:

Adam Forstot
President
Marsh McLennan Agency
Greenville, SC

 

Andrew Christie
Vice President
Ernest & Young
Phoenix, AZ

 

Lisa Poulin
Secretary
Milliman
Wakefield, MA

 

Dawn Dinardo
Treasurer
BevCap Management LLC
Charleston, South Carolina

 

Paul Arbo
Member at Large
BDO
Cayman Islands

 

Donald Ashwood
Member at Large
Aon
Oklahoma City, OK

 

Greg Cobb
Member at Large
Sage Advisory
Austin, TX

 

Tatyana Dunagan
Member at Large
Excel Energy
Minneapolis, MN

 

Jonathan Habart
Member at Large
Davies Group
Nashville, TN

 

Karen Hsi
Member at Large
University of California
Freemont, CA

 

Samantha Jones
Member at Large
Liberty Mutual
Columbus, IN

 

Steve Kinion
Member at Large
State of Oklahoma
Oklahoma City, OK

 

Jerry Messick
Member at Large
Unity Captive
Oklahoma City, OK

 

Kristen Peed
Member at Large
Sequoia
San Mateo, CA

 

Nate Reznicek
Member at Large
Captives.Insure
Knoxville, TN

 

Al Rhodes
Member at Large
SIGMA Actuarial Consulting Group, Inc
Nashville, TN

 

Claire Richardson
Member at Large
Hylant
Indianapolis, IN

 

Dan Towle
ex-officio member
CICA
Noblesville, IN

 

Tina Truax McCuin
Member at Large
Wells Fargo Advisors
Burlington, VT

 

Marcy Van Stee
Member at Large
RiverStone
San Diego, CA

 

Mark Wiedeman
Member at Large
State of Tennessee
Nashville, TN

 

ICCIE staff members:

Mitch Cantor
Executive Director

Anne Welch
E-Learning Coordinator

Margaret Welch
Student Support Specialist

 

ICCIE Committee Members:

Curriculum Committee

Adam Forstot – Chair
Marsh McLennan Agency
Greenville, SC

 

Donald Ashwood
Aon
Oklahoma City, OK

 

Joe Holahan
Baker Hostetler
Washington, D.C.

 

Dan Kusaila
Crowe
Simsbury, CT

 

Chaz Lavelle
Dentons Bingham Greenebaum
Louisville, KY

 

Kim McCray-Woodruff
VCIA
South Burlington, VT

 

Jill Miura
KMH LLP
Honolulu, HI

 

Nate Reznicek
Captives Insure
Knoxville, TN

 

Al Rhodes
SIGMA Actuarial Consulting Group, Inc.
Nashville, TN

 

Dennis Silvia
Custom Captive Solutions LLC
Chagrin Falls, OH

 

Carl Terzer
CapVisor Associates
Gainesville, GA

 

Anne Marie Towle 
Hylant
Noblesville, IN

 

Dan Towle
CICA
Noblesville, IN

 

Anne Welch 
ICCIE
Shelburne, VT

 

Development/Alumni Committee

Lisa Poulin – Chair
Milliman
Wakefield, MA

 

Virginia Adrihan
Marsh Captive Solutions
Charleston, SC

 

Paul Arbo
BDO Tortuga
George Town, Cayman Islands

 

Angie Armour
VCIA
Burlington, VT

 

Steve Bauman
XL Catlin
New York, NY

 

Jim Bulkowski
Ernest & Young
Morganville, NJ

 

Andrew Christie
Ernest & Young
Phoenix, AZ

 

Michael Douglas
Aon
Philadelphia, PA

 

Tatyana Dunagan
Excel Energy
Minneapolis, MN

 

Renea Louie
Sotera Global Management
Minden, NV

 

Jack Meskunas
Oppenheimer & Co. Inc.
Stamford, CT

 

Jason Oswald
Cardinal Captive Strategies
Bermuda

 

Brenda Pickering
Bradford Consulting
BVI

 

Joanne Shaver
The Intuitive Companies
Hockessin, DE

 

Lesley Thompson
Willis Towers Watson
Cayman Islands

 

Tina Truax McCuin
Wells Fargo Advisors
Burlington, VT

 

Kathleen Vreeken
Beacon Health
Boston, MA

 

Gerald Yoshida
Char, Hamilton, Campbell & Thom
Honolulu, HI

 

Finance Committee

Dawn Dinardo – Chair
BevCap Management LLC
Charleston, South Carolina

 

Bryan Hudson
Bauknight Pietras & Stormer, PA
Columbia, SC

 

Karin Landry
Spring Consulting Group, LLC
Boston, MA

 

Sherry Ricker
Advantage Insurance Management
Austin, TX

 

Matt Takamine
Beecher Carlson
Honolulu, HI

 

Marketing Committee

Steve Kinion – Chair
State of Oklahoma
Oklahoma City, OK

 

Maila Aganon
Aon
Burlington, Vermont

 

Paul Arbo
BDO
Grand Cayman, Cayman Islands

 

Steven Bauman
XL Catlin
New York, NY

 

Heber Beddes
State of Utah
Salt Lake, UT

 

Greg Cobb
Sage Advisory
Austin, TX

 

Karen Hsi
University of California
Freemont, CA

 

Samantha Jones
Liberty Mutual
Columbus, IN

 

Aidan Kelly
Asurion
Atlanta, GA

 

Renea Louie
Sotera Global Management
Minden, NV

 

Jerry Messick
Unity Captive
Oklahoma City, OK

 

Jason Palmer
Willis Towers Watson
Burlington, VT

 

Kristen Peed
Sequoia
San Mateo, CA

 

Joanne Shaver
The Intuitive Companies
Hockessin, DE

 

Jeff Simpson
Womble Bond Dickinson LLP.
Wilmington, DE

 

John Talley
Delphi Risk
Fairlawn, OH

 

Marcy Van Stee
RiverStone
San Diego, CA

 

Mark Wiedeman
State of Tennessee
Nashville, TN