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 Director of Insurance Solutions, focusing on general portfolio strategies, asset allocation and risk management solutions for the insurance industry, both traditional and in the world of alternative…

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 focuses her practice on the formation, licensing, regulation and governance of companies in the traditional and captive insurance industries. This includes insurers, reinsurers, MGAs, administrators and other providers…

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…

Keith Jones

ICCIE core course: Understanding Risk and Risk Retention Mechanisms

Keith Jones concentrates in the areas of insurance, financial services and health care, with a specialization in the formation and operation of captive insurance companies and risk retention groups. He…

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

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…

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…

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

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 Assistant Vice President in September 2018. In this role, he oversees a team of account managers to ensure timely…

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…

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 elective: Accounting for Captives: Financial Reporting and Analysis

As a 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 U.S. domiciled…

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. …

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…

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…

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 is the leader of the Cayman Islands office of WTW since March 2020. She has over 25 years’ international professional experience in accounting, insurance and structured finance. She started…

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…

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…

Derick White

ICCIE elective: Regulation of Captives

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…

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…

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…