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 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…
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.…
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…
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 of insurance and financial services. Her experience includes drafting corporate documentation, drafting and assisting with the negotiation of contracts and providing advice regarding all aspects…
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…
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, funding studies for captives and self-insureds, benchmark analyses, rate filing reviews for regulatory authorities, and expert testimony. Kim specializes in alternative market issues. She has…
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 audit planning, control testing, interim testing, substantive and analytical testing of accounts, internal control assessment and testing, and analysis for investment portfolios and actuarial reports.…
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 the development and maintenance of captive insurance programs. Joe has more than two decades’ experience working with captive owners, sponsors and insureds in all major…
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 2004 as a consulting actuary. With more than 20 years of experience as a property and casualty actuary, Brian is well-versed in all areas of…
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 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 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 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…
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 solutions. Providing an extra set of hands for new projects, program development, underwriting, LPT’s or acquisitions you are considering. Accomplishments: Business development: Providing new business…
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…
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 preparation of financial statements and the operational administration of each client’s captive, including all aspects of regulatory compliance for both domestic and international clients. Steven has over…
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 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…
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 is responsible for the coordination and oversight of accounting and financial aspects of The Corinthian Group’s reinsurance and affiliated company operations. Before joining The Corinthian Group, Sergio worked with Strategic Risk Solutions (“SRS”) in the Cayman Islands as a Director in the captive management and administration operations. He was responsible for the financial and…
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 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…
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 and risk retention groups, government sponsored risk pools and insurance service entities as well as nonprofit organizations. She is responsible for supervising and advising associates…
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 …
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…
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 clients, Heather frequently interacts directly with state regulators, our clients, internal staff, and our Counsel with primary responsibility for monitoring state and federal regulatory developments…
Suzanne Sadlier
ICCIE core course: Reinsurance and Other Risk Transfer Mechanisms
Ms. Suzanne Sadlier is currently Managing Director of Artex Risk Solutions (Cayman) Limited. Her previous position was 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…
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…
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 using alternative financing methods either in conjunction with or distinct from traditional insurance markets. Experience. Prior to joining Aon in 2016, Elizabeth served as the…
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 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 her career in finance within commerce and industry in London, UK, before taking a Finance Manager position with a Shipping and Freight Forwarding company in…
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
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 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
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 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…
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 and a master’s in public administration. He began his regulatory career working as a valuation analyst for the Utah State Tax Commission. He joined the…
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 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, allocation…