ICCIE is extremely pleased to have the services of a most esteemed group of captive insurance professionals.
Current Faculty
Faculty Emeritus
Doug Borg
ICCIE elective: Healthcare Captives Overview
Healthcare Risk & Insurance Executive Clinical Risk Management Professional Liability Insurance Program Development Preventive Loss Control Healthcare and insurance professional with 25 + years of proven success in…
Brad Campbell
ICCIE elective: Employee Benefits and Captives
Mr. Campbell, partner at Drinker Biddle & Reath LLP, is a nationally-recognized figure in employer-sponsored retirement plans. He counsels his clients in ERISA Title I issues and litigation, including fiduciary…
Courtney Claflin
ICCIE core course: Understanding Risk and Risk Retention Mechanisms
Accomplished alternative risk transfer and captive insurance professional with a lengthy resume of designing unique and customized risk financing arrangements for client specific goals and objectives. Special emphasis in the…
Greg Cobb
ICCIE Core Course - Investment Basics for Captives
Greg serves as Investment Strategist and Director of Insurance Solutions for Sage Advisory Services. He focuses on general portfolio strategies, asset allocation and risk management solutions for the insurance industry,…
Jesse Crary
ICCIE Elective Course: Captive Board Governance
Jesse Crary concentrates his practice on captive insurance, commercial transactions, regulatory compliance and general corporate matters. Through his extensive work representing and advising captive insurance companies and risk retention groups,…
Sarah Demerling
ICCIE Elective Course: Captive Board Governance
Sarah Demerling is Co-Lead of the Insurance practice of Walkers Bermuda and Leads the Bermuda Investment Funds practice, with a specialty in ILS. Sarah has been involved in the financial…
Kevin Doherty
ICCIE core course: An Introduction to Alternative Risk Financing Mechanisms
Kevin Doherty is an attorney for Dickinson Wright. He practices in the area of insurance regulation and captive insurance. He serves as President of the Tennessee Captive Insurance Association, Inc.,…
Michael Douglas
ICCIE Core Course: Reinsurance and Other Risk Transfer Mechanisms
Michael Douglas Director, Business Development – Americas -Captive Insurance Aon Global Risk Consulting Current Responsibilities: Mike Douglas is responsible for business development for Aon Captive and Insurance Management including the…
Adam Dubuque
ICCIE elective: Accounting for Captives: Financial Reporting and Analysis and ICCIE elective: Accounting for Captives: Interpretation and Management Perspectives
Adam Dubuque, CPA, ARM, ARe is a Partner in the Burlington, Vermont office of Johnson Lambert. His responsibilities consist primarily of providing audit, tax, and other related services to various…
Courtney Faust
ICCIE elective: Captive Board Governance
Courtney Faust is VP of Legal, Regulatory and Compliance at Renascent Protection Solutions. She focuses her practice on the formation, licensing, regulation and governance of companies in the traditional and…
Tony Greer
ICCIE Core Course - An Introduction to Alternative Risk Financing Mechanisms
Tony Greer practices in the areas of insurance, administrative and regulatory, and tax law. Mr. Greer has advised captives, risk retention groups, traditional insurers, multiple employer welfare associations, self-insureds, and…
Kim Guerriero
ICCIE core course: Predicitng Risk and an Introduction to Actuarial Science
Kim is a principal and consulting actuary with the Boston office of Milliman. She joined the firm in 2005. Kim’s property and casualty insurance experience includes loss reserving, valuation studies,…
Jonathan Habart
ICCIE Core Course: Understanding Risk and Risk Retention Mechanisms
Jonathan Habart is Director of Captive Insurance Accounting at Davies, where he will be overseeing accounting and compliance. Jonathan joined Davies in 2022 after serving as the Director of Captive…
Hartley Hartman
ICCIE elective: Accounting for Captives: Financial Reporting and Analysis
Experience Johnson Lambert LLP (2013-Present) Actively participates in client engagements from start to finish, including planning, executing, directing and completing audits and managing budget for insurance company audits. Responsibilities include…
Joe Holahan
ICCIE elective: Risk Retention Groups; ICCIE Elective: Understanding the Intricacies of Cell Captives
Joe Holahan is a partner with Baker Hostetler and a member of the firm’s Insurance Transactions and Regulatory Group. His practice focuses on insurance regulatory, corporate and transactional matters, including…
David J. Angus, II
ICCIE Elective - Risk Retention Groups
David J. Angus, II practices law with the Captive Insurance, Business + Transactions, and Taxation teams at Paul Frank + Collins. Dave has advised captive insurance companies and risk retention…
Brian Johnson
ICCIE core course: Predicting Risk and an Introduction to Actuarial Science
Brian is Managing Director, Risk International Actuarial Consulting. He directs Risk International Actuarial Consulting (RIAC) from the company’s Charleston, South Carolina office. He joined RIAC’s predecessor company, Bartlett Actuarial Group, in…
Aidan Kelly
ICCIE core course: Reinsurance and Other Risk Transfer Mechanisms
Aidan is a Director within Aon Global Risk Consulting as part of the Risk Finance & Captive Consulting (RFCC) practice based in Atlanta, GA. RFCC focuses on consulting with clients…
Ed Koral
An Introduction to Alternative Risk Financing Mechanisms
Experience Summary With over 35 years of experience in the risk management field, Ed provides support to corporate insurance buyers in program design and retention analysis, cash flow analysis, transaction…
Daniel J. Kusaila
ICCIE electives: Accounting for Captives: Interpretation and Management Perspectives; Understanding the Intricacies of Cell Captives; Taxation of Captive Insurance Arrangements
Dan is a partner in Crowe’s insurance tax practice and serves local and national insurance tax clients. He is responsible for the execution and delivery of tax consulting and compliance…
Prabal Lakhanpal
ICCIE Elective: Employee Benefits and Captives
Prabal Lakhanpal, MBA, ACI is Senior Vice President and has been with Spring Consulting Group since 2015. At Spring, Prabal leads many of the firm’s most advanced client projects, with…
Gregory P. Lang
ICCIE core course: Understanding Risk and Risk Retention Mechanisms
CAREER EXPERIENCE Reinsurance and Insurance Network, LLC (RAIN), Washington Crossing, PA January 2011 to present Founder Independent consult and broker offering clients access to a network of insurance and reinsurance…
Chaz Lavelle
ICCIE core course: Forming and Operating a Captive; ICCIE elective course: Taxation of Captive Insurance Arrangements
Charles J. (Chaz) Lavelle is an attorney in the Louisville, Kentucky office of Dentons Bingham Greenebaum and was Tax Counsel on two taxpayer victories in United States Court of Appeals…
Steven Lill
ICCIE elective course - Understanding the Intricacies of Cell Captives
Steven joined USA Risk Group in 2011 and was promoted to Vice President in September 2024. In this role, he oversees a team of account managers to ensure timely preparation…
Aaron Lubbers
ICCIE Core Course - An Introduction to Alternative Risk Financing Mechanisms
Aaron started with OneDigital in 2021, with nearly a decade of industry experience working exclusively in the captive insurance space. His role is to simplify the complex world of captive…
Chris Mandel
ICCIE core course: An Introduction to Alternative Risk Financing Mechanisms; ICCIE elective course: Captive Claims Management: Best Practices and Reinsurance
Christopher E. Mandel RF, RIMS-CRMP, CPCU, ARM-E, AIC, CCSA Christopher E. Mandel is the retired SVP, Strategic Solutions for Sedgwick and is Director, the Sedgwick Institute, where…
Thomas (“Tom”) McMahon
ICCIE elective: Captive Board Governance
Thomas (“Tom”) McMahon holds a Bachelor of Commerce (Hons) degree from University College, Galway, Ireland and is a qualified Chartered Accountant. He currently serves as Executive Vice President of Davies…
Jerry Messick
Jerry has over 38 years’ experience in the insurance and alternative risk transfer industry and is CEO of Unity Captive Solutions. Before that he was a principal and CEO for…
Alicia Miller
ICCIE electives: Accounting for Captives: Financial Reporting and Analysis; Taxation of Captive Insurance Arrangements
As a Senior Tax Manager at Crowe LLP, Alicia is the lead client service provider for many of the firm’s multi-national and international insurance clients. She has experience with both…
Kyle Mrotek
ICCIE core course: Predicting Risk and an Introduction to Actuarial Science
Mr. Mrotek is a Consulting Actuary with The Actuarial Advantage, having joined the firm in 2013. Kyle has worked as a property/casualty actuarial consultant for 15 years. In his current…
Elyssa Nagle
ICCIE elective: Accounting for Captives: Financial Reporting and Analysis
Elyssa is a Principal at Johnson Lambert in Burlington, Vermont She manages all aspects of performing financial statement audits for insurance entities, including commercial carriers and surplus lines companies, captives…
Ryan Peruski
ICCIE Elective Course - Healthcare Captives Overview
Ryan Peruski is a Partner with the law firm Honigman based in Michigan. He has been with Honigman since 2015. Prior to that he was with Ernst and Young, LLP. …
Pamela Popp
ICCIE elective: Healthcare Captives Overview and ICCIE elective: Captive Claims Management Best Practices and Reinsurance
Pamela currently serves as Executive Vice President with GB Healthcare, working with hospitals and physicians across the country in the management and mitigation of their professional liability exposures. Pamela’s career…
Mikhail Raybshteyn
ICCIE Elective Course: Taxation of Captive Insurance Arrangements
Mikhail is a Partner in EY’s Global Financial Services – Tax practice, with a focus on Insurance sector. Since 2003, Mikhail has been advising and providing thought leadership to global,…
Andrew Rennick
ICCIE core course: Forming and Operating a Captive
Partner: Womble Bond Dickinson (US) LLP Wilmington, Delaware Assists with the formation, regulation, and governance of captive insurance companies. Drafts insurance policies, reinsurance contracts, and corporate transactional documents. EDUCATION: Widener…
David Roberts
ICCIE electives: Accounting for Captives: Financial Reporting and Analysis and Accounting for Captives: Interpretation and Management Perspectives
David A. Roberts is an Audit Partner with Crowe, and is a licensed Certified Public Accountant in the states of Connecticut and Vermont, and is approved to audit insurance entities…
Mat Robinson
ICCIE Elective Course - Captive Board Governance
Mat is a Senior Managing Director and the Operations Leader within Brown & Brown’s Captive Practice, managing the Vermont office. His responsibilities revolve around customer management and consultation services including…
Heather Ross
ICCIE elective: Risk Retention Groups
Heather is currently the Vice President/Director of Regulatory Compliance for Risk Services, LLC. Her diverse experience in the insurance arena includes over twenty-five years with Risk Services. For our captive/risk retention group…
Suzanne Sadlier
ICCIE core course: Reinsurance and Other Risk Transfer Mechanisms
Ms. Suzanne Sadlier is Executive Vice President-Captive Management, North America at Artex Risk Solutions. Previously, she was Managing Director at Artex Risk Solutions (Cayman) Ltd. She was formerly Head of…
Dennis Silvia
ICCIE core courses: An Introduction to Alternative Risk Financing Mechanisms, Understanding Risk and Risk Retention Mechanisms
Dennis Silvia has been the president of Cedar Consulting LLC, in Chagrin Falls, OH since 2005. Prior to that, he spent five years as Director of Group Captive Programs for…
Jeffrey K. Simpson
ICCIE core course: Business Ethics in the Captive Insurance Industry and ICCIE elective: Understanding the Intricacies of Cell Captives
Jeffrey K. Simpson is a Director at the Wilmington law firm of Womble Bond Dickinson He is a graduate of Brown University and Villanova University School of Law. Jeff is…
Elizabeth Steinman
ICCIE core course: Understanding Risk and Risk Retention Mechanisms
Elizabeth is the Managing Director of the Risk Finance & Captive Consulting (RFCC) Practice. In this role she is responsible for consulting with clients to evaluate and develop unique solutions…
Carl Terzer
ICCIE core course: Investment Basics for Captives
Carl is Founder and Principal of CapVisor Associates, LLC, an SEC-registered investment advisor, that specializes in providing advisory services consisting of highly customized investment management programs to the alternative risk…
Lesley Thompson
ICCIE electives: Accounting for Captives: Financial Reporting and Analysis and Accounting for Captives: Interpretation and Management Perspectives
Lesley has served as the Managing Director of Willis Towers Watson Management (Cayman) Ltd. (“WTW Cayman”) since March 2020 and as Secretary since April 2020. She has over 25 years’…
Anne Marie Towle
ICCIE core course: Forming and Operating a Captive and ICCIE elective: Investments and Captives
A veteran of the captive insurance industry, Anne Marie Towle is CEO of Global Captive Solutions and CEO of Global Risk Management for Hylant. She has over 20 years of…
Robert Walling
ICCIE core course: Predicting Risk and an Introduction to Actuarial Science
Professional Experience Robert Walling is a Principal and Consulting Actuary with Pinnacle Actuarial Resources, Inc. and has been in the insurance industry since 1989, consulting since 1997. He is focused…
Ben Whitehouse
ICCIE elective: Regulation of Captives; ICCIE core: Business Ethic in the Captive Insurance Industry
Ben Whitehouse is an attorney with the law firm of Butler Snow LLP and is based in Nashville, Tennessee. Ben is a member of the firm’s Regulatory and Government Relations…
Bruce Whitmore
Understanding Risk and Risk Retention Mechanisms
Relevant Experience/Specialization During his career, Bruce has developed a wide range of captive and commercial insurance solutions across numerous industries. He has developed both offshore and onshore single-parent and group…
Mark Wiedeman
ICCIE elective: Regulation of Captives
Mark Wiedeman is Director of the Tennessee Department of Commerce & Insurance. A Utah native, Mark is a graduate of Brigham Young University with a bachelor of arts in history…
Oceana Yates
ICCIE Elective Course: Captive Board Governance
Oceana is a Senior Vice President of Davies Captive Management Limited and has over 20 years experience in the Bermuda Insurance Industry. She is a member of the Canadian Institute…
Vince Yezzi
ICCIE Elective Course: Captive Claims Management Best Practices and Reinsurance
Vince Yezzi is a consulting actuary with WTW’s Philadelphia office, where he has worked since 1986. He specializes in providing consulting services to the health care industry. Vince’s consulting experience…