ICCIE is extremely pleased to have the services of a most esteemed group of captive insurance professionals.
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
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 captive insurance industry as principal architect of numerous single parent, group, health insurance, and association captives. Was named the Captive Professional Of The Year at…
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, Counsel Risk Services, 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 which time Jon played a key…
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,…
Keith Jones
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 represents clients before state and federal regulatory agencies and advocates on behalf of clients before legislators, committees and administrative agencies. Keith graduated cum laude from…
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 to evaluate and develop unique solutions using alternative financing methods either in conjunction with or distinct from traditional insurance markets. Aidan Kelly was the Chief…
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 the retired 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. Currently, Mr. Mandel is…
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,…
Mary Ann McMahon
ICCIE core course: Predicting Risk and an Introduction to Actuarial Science
CURRENT RESPONSIBILITY Mary Ann McMahon is a consulting actuary with the Boston office of Milliman. She joined the firm in 2001. EXPERIENCE Mary Ann has been involved in a variety of property and casualty consulting assignments, including reserve analyses, ratemaking, loss projections, feasibility studies, pro forma financial projections, and data analysis. She serves a wide…
Jerry Messick
Jerry has over 38 years’ experience in the insurance and alternative risk transfer industry and is a principal and CEO for Elevate Risk Solutions. With operations in Arizona, Delaware, Oklahoma, Hawaii and New York, Elevate is a captive and alternative risk consulting and risk solution services firm that focuses on multiple industries and trade groups,…
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…
Alicia Miller
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 and internationally domiciled insurance companies. Alicia has worked with commercial property & casualty insurance companies, life insurers, single parent captives, risk retention groups, association captives,…
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 GB Healthcare, 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 President…
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 …
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 Head of the Onsite Inspection Unit of the Cayman Islands Monetary Authority (“the Authority”) in March 2021 following her role as Deputy Head of the Insurance Supervision Division of the Authority from June 2017- February 2021. Prior to that she was the Authority’s Reinsurance Specialist, a post which she…
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,…