Current Faculty
Faculty Emeritus

Evan Bennett

ICCIE core course: Reinsurance and Other Risk Transfer Mechanisms

Evan D. Bennett is a Reinsurance and Insurance consultant in Chicago, Illinois. He has over 30 years of experience in the insurance/reinsurance industry and has been involved in reinsurance audits and reviews, reinsurance accounting, reinsurance contract analyses, and statutory audits. He has also acted as an expert witness and consultant on various arbitration and litigation…

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 leading the development and optimization of comprehensive clinical risk management programs, the analysis and coordination of multi-line insurance programs, leveraging robust data analytics to prioritize…

Mike Bowden

ICCIE Elective Course - Understanding the Intricacies of Cell Captives

Duties: Mike joined Marsh Halifax in 2008. In June 2011 he accepted a position with Marsh Cayman. Mike has direct responsibility for the daily operations and financial reporting for a portfolio of 7 single parent captives and 2 SPC’s. Over the last few years Mike has been involved in a number of Captives with various…

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 conduct and prohibited transactions. Mr. Campbell served as Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration from 2006-2009.…

Joel Chansky

ICCIE core course: Predicting Risk and an Introduction to Actuarial Science

Joel is a consulting actuary and a principal with Milliman — a firm he has been with since 1987. Joel’s property and casualty insurance experience includes loss reserving, premium reserving, valuation studies, funding studies for captives and self-insureds, rate filing reviews for regulatory authorities, and expert testimony. Joel also has considerable expertise in the areas…

Courtney Claflin

ICCIE core course: Understanding Risk and Risk Retention Mechanisms

Courtney is the Executive Director of Captive Programs for the University of California, Office of the President. Current captives under his direction include Fiat Lux Risk and Insurance Company, a single parent captive and UC Health RRG, A Reciprocal Risk Retention Group. The University of California system consists of 10 University campuses, 5 academic health…

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, he has developed strong relationships with insurance regulators and leading captive service providers. Jesse is a specialist and leading attorney in the area of group…

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., and he helped to rewrite the captive insurance law in Tennessee in 2011. Since that time, Tennessee has formed over 150 captives and 350 related…

Mike Domanski

ICCIE elective: Healthcare Captives Overview

Mr. Domanski is a seasoned attorney with a practice dedicated to international tax matters and alternative risk financing arrangements. He possesses more than 15 years of experience representing individuals and companies involved in U.S. inbound and outbound transactions. Advises tax-exempt and for-profit entities in the organization and maintenance of captive insurance companies, self-insurance programs, risk…

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 formation of captive insurance companies, group captive insurance companies, captive reinsurance and captive consulting. Special Areas of Expertise: Mike joined Aon in 1999 working with…

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 insurance entities and non-profit organizations. Since joining the firm in 2003, Adam has worked with a wide variety of commercial insurers and reinsurers, captives, risk…

Jason Flaxbeard

ICCIE elective: Captive Board Governance

Jason manages the Beecher Carlson’s alternative risk operations within the US, Bermuda and Cayman Islands. Beecher Carlson is presently the 3rd largest captive manager worldwide by premium volume, managing complex risk strategies for some of the world’s largest companies. Jason’s approach to business is consultative and solutions based. Alternative risk is more than captive management…

Belinda Fortman

ICCIE Electives - Accounting for Captives: Financial Planning and Analysis and Accounting for Captives: Interpretation and Management Perspective

Belinda is the Director of Captive Programs for the Tennessee Department of Commerce and Insurance (“TDCI”)   and is based out of Nashville, TN.  She joined the TDCI in June, 2020, and previously served as the Managing Director for a boutique alternative risk consulting and captive management firm she founded in 2018.  Prior to that, she…

Lauren Graves

ICCIE Electives - Accounting for Captives: Financial Planning and Analysis and Accounting for Captives: Interpretation and Management Perspective

Lauren is a Manager in the Burlington, Vermont office of Johnson Lambert LLP.  Her responsibilities consist primarily of providing audit and other related services to various insurance entities. Since joining the firm in 2015 Lauren has worked with a wide variety of commercial insurers and reinsurers, captives, risk retention groups and other alternative risk companies. …

Melissa Hancock

ICCIE elective: Accounting for Captives: Financial Reporting and Analysis and ICCIE elective: Accounting for Captives: Interpretation and Management Perspectives

Melissa is the Regional Manager of Strategic Risk Solutions mid-Atlantic region for captive management. She is responsible for overseeing the development and ongoing management of SRS’s Washington DC and Delaware-domiciled captives and RRGs, as well as responsibilities for several Vermont captive companies. Melissa has extensive experience with a wide variety of captive companies, including single…

Jonathan Harkavy

ICCIE elective: Risk Retention Groups

Jon Harkavy, Vice President and General Counsel for Risk Services LLC, has for many years been a strong advocate in the legal and political arena on behalf of the alternative insurance market community.  He served for eight years as Director of Governmental Affairs and General Counsel to the Risk and Insurance Management Society (RIMS) during…

Joe Holahan

ICCIE elective: Captive Board Governance

Joe Holahan is of counsel with the law firm Morris, Manning & Martin, LLP and a member of the firm’s Insurance and Reinsurance Group.  Based in Washington, D.C., Joe is highly experienced in the development and maintenance of captive programs, including all aspects of captive formation, licensing, regulation and corporate governance. Joe regularly advises captive…

Rebecca James

ICCIE Elective Courses: Accounting for Captives: Financial Reporting and Analysis; Accounting For Captives: Interpretation and Management Perspectives

Rebecca James, CPA, is Partner in the Burlington, Vermont office of Johnson Lambert LLP.  Her responsibilities consist primarily of providing audit, tax, and other related services to various insurance entities and non-profit organizations. Since joining the firm in 2006 after graduating from Saint Michael’s College in Colchester, Vermont, Rebecca has worked with a wide variety…

Brian Johnson

ICCIE core course: Predicting Risk and an Introduction to Actuarial Science

Associate in the Casualty Actuarial Society, Member of the American Academy of Actuaries Associate in Risk Management Professional experience includes all aspects of property/casualty insurance pricing and reserving, and financial analyses regarding the establishment and maintenance of alternative risk transfer and self-insurance programs. Specialties: Captives, Risk Retention Groups, Self-Insurance funding, Retention analyses, Financial Condition Examinations,…

Jeff Kehler

ICCIE core course: Understanding Risk and Risk Retention Mechanisms

An insurance professional with extensive experience in traditional and alternative markets and insurance regulation. Skilled in sales, marketing, business development, and management at branch, regional, and corporate levels. Designed, developed, and marketed various captive programs in Bermuda, Cayman, and Vermont. Substantial experience in financial regulation and solvency surveillance of captive insurance companies in South Carolina.…

Aidan Kelly

ICCIE core course: Reinsurance and Other Risk Transfer Mechanisms

Aidan is an Associate 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 to evaluate and develop unique solutions using alternative financing methods either in conjunction with or distinct from traditional insurance markets. Aidan Kelly was the…

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 design, and departmental organization, across a broad range of industry sectors. He has significant experience in designing and implementing alternative insurance risk structures, including captives,…

Daniel J. Kusaila

ICCIE elective: Accounting for Captives: Interpretation and Management Perspectives

Dan’s tax services partner with 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 services. Dan has significant expertise in taxation of traditional property & casualty insurance companies, life insurance companies, and captive insurance companies. Specific areas of concentration…

Karin Landry

ICCIE elective: Employee Benefits and Captives

Karin Landry is Managing Partner for Spring Consulting Group, LLC. Karin has more than 20 years of experience in the insurance, health care, risk financing, retirement and benefits industries. She is an internationally recognized leader in captive insurance strategy, benefits and financing. In addition, Karin helps a variety of governmental, corporate, insurance, financial services and…

Chaz Lavelle

ICCIE core course: Forming and Operating a Captive

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 captive insurance tax cases:  Humana Inc. v. Commissioner in the Sixth Circuit (litigating the “brother-sister” issue) and Ocean Drilling & Exploration Company v. United States…

Chris Mandel

ICCIE core course: An Introduction to Alternative Risk Financing Mechanisms

Christopher E. Mandel                                              RF, RIMS-CRMP, CPCU, ARM-E, AIC, CCSA Christopher E. Mandel is SVP, Strategic Solutions for Sedgwick and is Director, the Sedgwick Institute, where in both positions he is responsible for helping the company reach its strategic vision and manage the interface with the industry. From 2001-2010, Mr. Mandel was head…

Stephanie Mapes

ICCIE elective: Risk Retention Groups

Stephanie Mapes leads the Captive Insurance team at Paul Frank + Collins. Her practice includes forming and advising clients with respect to pure and association captives, risk retention groups, protected cell captives, reciprocal captives, and other alternative insurance arrangements, including medical stop loss captives. Specifically, Stephanie assists her clients with respect to the captive tax,…

Sergio Micucci

Investment Basic for Captives

Sergio Micucci is a Director with Strategic Risk Solutions in the Cayman Islands. He is a graduate of the University of Waterloo in Ontario, Canada and holds the Chartered Professional Accountant (CPA) and Chartered Financial Analyst (CFA) designations. Sergio has 10+ years of experience in the offshore captive insurance industry, working first with Aon Insurance…

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 position Mr. Mrotek specializes in providing actuarial services to insurance companies, self-insured entities, and lending institutions. Prior to joining The Actuarial Advantage, Mr. Mrotek was…

Robert “Skip” Myers

ICCIE elective: Risk Retention Groups

Robert H. (“Skip”) Myers, Jr. is the managing partner of the Washington, D.C. office of the law firm of Morris, Manning & Martin. His practice specializes in financial services regulatory and corporate issues.  He represents a variety of insurance entities, trade associations, and other corporations. He has written, spoken, and presented testimony on various issues,…

Christopher Plumpton

ICCIE Elective Courses: Accounting for Captives: Financial Reporting and Analysis; Accounting For Captives: Interpretation and Management Perspectives

Christopher is responsible for the management and supervision of a portfolio of single-parent, group captive insurance companies, and risk retention groups managed from the SRS Vermont office.  His activities include the preparation and review of monthly and quarterly financial statements, regulatory filings, and coordination of external audits and examinations.    Christopher joined SRS in 2010,…

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 Western Litigation Inc., working with hospitals and physicians across the country in the management and mitigation of their professional liability exposures.  Pamela’s career has included management positions with multiple healthcare entities including Stanford University Medical Center, Tenet HealthSystems, SSM Health Care and others. Pamela has served as…

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 School of Law                                                     …

Carolyn Rice

ICCIE electives: Accounting for Captives: Financial Reporting and Analysis and Accounting for Captives: Interpretation and Management Perspectives

Carolyn is a Partner in the Burlington, VT office and has over 12 years of experience in public accounting. Carolyn’s main focus is providing audit services to the industries that Johnson Lambert serves: insurance, not-for profits and employee benefit plans. Since joining the firm in 2003, Carolyn has worked with a wide variety of commercial…

Sherry Ricker

ICCIE core course: Forming and Operating a Captive

PROFESSIONAL QUALIFICATIONS • Over 25 years of experience in effectively managing service teams in meeting company objectives; • Strong project management, analytical, and problem solving skills; • Ability to work under pressure on multiple projects and meet required deadlines; • Professional communication skills, both oral and written, ability to lead discussions and speak in public;…

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 in several domiciles. He holds a Bachelor of Science degree from Merrimack College, and is a member of the American Institute of Certified Public Accountants…

Suzanne Sadlier

ICCIE core course: Reinsurance and Other Risk Transfer Mechanisms

Ms. Suzanne Sadlier was appointed as Deputy Head of the Insurance Supervision Division of the Cayman Islands Monetary Authority as of 1 June 2017. This confirmation was subsequent to her role as the Authority’s Reinsurance Specialist, a post which she held for two years. Ms. Sadlier brings over 10 years of knowledge and experience in…

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 CNA Insurance Co. in Chicago. In the decade preceding, Dennis served as Vice President, Captive Products for National Interstate Insurance Company in Richfield, OH.  He…

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 admitted to practice law in Delaware and Nevada. Jeff’s practice focuses on the formation, regulation and governance of captive insurance companies. He is a founder…

Carl Terzer

ICCIE core course: Investment Basics for Captives and ICCIE elective: Investments and 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 markets. He brings more than 27 years of insurance asset management experience, over 12 of which have been focused on working with Captives, Self Insurers,…

Lesley Thompson

ICCIE electives: Accounting for Captives: Financial Reporting and Analysis and Accounting for Captives: Interpretation and Management Perspectives

Lesley Thompson has joined Willis Towers Watson in 2020 and taken on the leadership of the Cayman office subject to the requisite regulatory approvals. Lesley brings over 20 years insurance management experience to the team having served in multiple jurisdictions both on and offshore. After 5 years with Aon in Bermuda, Lesley moved to the…

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 Global Captive Team Leader for Hylant. She has over 20 years of experience with diverse projects and has worked with captives and other alternative risk transfer vehicles in many key onshore and offshore domiciles.  Prior to joining Hylant, she worked for JLT, was a…

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 on commercial lines ratemaking and product development, actuarial studies for captives and self‐insureds, commercial lines loss reserving, legislative costing, litigation support, regulatory consulting and expert…

Derick White

Derick is the Managing Director, Corporate Governance and Compliance of Strategic Risk Solutions, (VT), Ltd.  He has been in captive insurance since 1989. Prior to joining SRS, Derick was the Director of Captive Insurance for the Vermont Department of Banking, Insurance, Securities & Health Care Administration. There he was responsible for the administration and regulation…

Ben Whitehouse

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 practice group focusing on captive insurance and tax matters. Previously, Ben served as the attorney for the Tennessee Department of Commerce & Insurance’s Captive Insurance…

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 captives. Bruce has been responsible for managing captive service provider relationships including fronting, reinsurance, actuarial, claims management, brokerage, offshore management, banking, and accounting. Bruce has…

Vince Yezzi

ICCIE Elective Course: Captive Claims Management Best Practices and Reinsurance

Vince Yezzi is a consulting actuary with the firm’s Philadelphia office, where he has worked since 1986. He specializes in providing consulting services to the health care industry. Vince’s consulting experience includes strategic planning and funding requirement analyses for numerous captive insurance companies and self-insured entities. He also has extensive experience in captive feasibility studies,…