Presents
The 2014 Executive Education
Roundtable Series
[ THE 2014 ]
Chief Information/
Technology
Officer
Roundtable
[ SPONSORED BY ]
CHIEF INFORMATION/TECHNOLOGY OFFICER ROUNDTABLE
Tuesday, June 10, 2014
8:45am – 9:55am
Digital Disruption: A Keynote by Dr. Dom Sagolla
10:05am – 10:45am
Digital Disruption Within Your Enterprise
11:00am – 11:30am
Digital Disruption Outside Your Enterprise
11:45am – 1:30pm
President Clinton Keynote / Luncheon
1:45pm – 2:30pm
Digital Disruption for Your Customers
2:45pm – 3:15pm
Wrap-Up
5:30pm – 7:00pm
Private Reception Sponsored by Centric Consulting
7:00pm – Evening
Tuesday Evening Networking Event
Chief Information/Technology Officer Roundtable Co Chairs
Mary Ellen Freyermuth, Catholic Relief Insurance Company of America
Bryan Fowler, Oregon Mutual
VP Seminars, IASA
Tim Morgan, The Republic Group
Director of Executive Education, IASA
Brent Jones, Texas P&C Insurance Guaranty Association
#IASACITO
CHIEF INFORMATION / TECHNOLOGY
OFFICER ROUNDTABLE
Digital Disruption
Many technologies aspire to it, many creators search for it, many ideas lean
toward it, but few truly achieve the title, digital disruptor. Twitter, the worldwide
social networking site and media phenomenon, stormed onto the stage in 2006
and quickly established itself as a digital disruptor. Today, Twitter has created a
whole new form of communication, the tweet, which consists of a complex
combination of abbreviations, special characters, hashtags and shortened links.
Dr. Dom Sagolla helped create Twitter and recently wrote 140 Characters, which
aims to do for users what Strunk & White’s Elements of Style did for traditional
writing. By looking at the transformative effects Twitter has had on the world atlarge and specific industries, like insurance, we can better understand which new
technologies may yet disrupt our industry.
Speaker:
Dr. Dom Sagolla
Speaker Biography
Digital Disruption
Speaker:
Dr. Dom Sagolla
A graduate of Swarthmore College and Harvard University, Dr.
Sagolla earned a Bachelor of Arts in English Literature with a minor
in Computer Science, a Master of Education in Cognitive Science, as
well as a Doctorate of Humane Letters from Becker College.
Co-creator of Twitter, Dom has also contributed to Macromedia
Studio, Adobe Creative Suite, and many influential apps such as the
Official Obama '08 iPhone App. Co-founder of the world's most
prolific hackathon, iOSDevCamp, Dom has advised mega-hits like
GetAround, FoodSpotting, Tapulous (now Disney), Small Society
(now Wal-Mart Labs), and Square.
Dr. Sagolla was first recognized as an International Genius by the
City of Amsterdam for his career and leadership in the technology
industry. Operating from San Francisco, he recently sold his company
DollarApp to become Chief Community Officer at Chaotic Moon, the
world's most experienced and innovative mobile studio. Dom's first
book 140 CHARACTERS includes a foreword by Jack Dorsey,
Creator and Chairman of Twitter, Inc. The book was released
simultaneously as an interactive iPhone application (with full text)
and in print & e-book form by John Wiley & Sons.
For more information, follow @dom
or visit http://140characters.com.
CHIEF INFORMATION / TECHNOLOGY
OFFICER ROUNDTABLE
Digital Disruption Within Your Enterprise
Technology is triggering change to processes and workflows deep inside
insurance companies that impact everyone in the insurance value chain. And,
as we all know, change is hard. Which of your basic, fundamental processes
need disruption? How can insurers smoothly transition to new technologies?
What improvements and business opportunities will digital disruption open
up within your four walls? Side effects of living and doing business in the
“connected world” include adapting to alterations in productivity,
collaboration, employee recruitment and retention, and much more. Which
areas are touching your business?
Leading the Fastest Moving Profession in A Slow Moving Industry
Speaker:
Bill Hartnett, President, Hartnett Advisors
Insurance IT Recruiting and Retention
Speaker:
Laura Ford, Executive Director, Advisory Services, Ernst & Young LLP
(EY)
Speaker Biographies
Leading the Fastest Moving Profession in A Slow Moving Industry
Bill Hartnett
President
Hartnett Advisors
Bill Hartnett is president of Hartnett Advisors, providing strategic advice on the
transformational power of technology in business. For nearly 2 decades, Bill
was Microsoft’s top executive in the financial services industry, affectionately
known as Microsoft’s “Godfather of Financial Services”. Bill joined Microsoft
in 1994 as their first Worldwide Insurance Industry Manager. In 1997 he
assumed leadership of Microsoft’s financial services group. During his time at
Microsoft, Bill drove expansion of the company’s efforts in this important
global industry, establishing Microsoft as an innovator, thought leader and
change agent.
Under Bill’s leadership, Microsoft’s financial services
organization grew from a startup to a global business delivering significant
revenue from Microsoft’s most strategic and demanding customers. Bill was
cited as the number 4 most influential person in Institutional Investor’s
eFinance Top 40 for 2003 and 2004, and one of the “People to Watch In the
Coming Year” for 1998 by Best’s Review – a leading insurance industry
publication. He has also contributed to FOX Business on financial markets and
the impact of technology. A former insurance executive, Bill has served on the
boards of directors of ACORD and the National Association of Professional
Insurance Agents. He has lobbied on state and federal levels on insurance and
small business issues and was a candidate for state senate in RI. With a unique
combination of expertise in business, politics, and technology, Bill articulates a
compelling vision of the future of business. A leading industry activist, he is a
nationally recognized author and speaker on technology, change and their
impact on business. A graduate of Tufts University, Bill is an avid sailor and
Bronze Medalist in Yachting at the 1979 Pan American Games.
Insurance IT Recruiting and Retention
Laura Ford
Executive Director, Advisory Services
Ernst & Young LLP (EY)
Laura Ford is an Executive Director in the Insurance Advisory Services practice
of Ernst & Young LLP (EY). Laura’s background includes over 20 years of
experience in Property /Casualty and General Insurance with a particular focus
on policy and claims management. She has had a variety of strategy, design
and delivery roles across the insurance value chain and has led multiple
successful technology programs at both large and medium sized insurers.
Prior to working at EY, Laura was the VP of Product Management at a policy
administration software vendor and spent the 14 years prior to that at Accenture
advising for and delivering major core processing transformation initiatives for
North American and global insurers. Ms. Ford graduated from the University
of Pennsylvania with a BS in Engineering from the Moore School of
Engineering and a BS in Economics from the Wharton School of Business. She
currently lives with her family outside of Philadelphia.
CHIEF INFORMATION / TECHNOLOGY
OFFICER ROUNDTABLE
Digital Disruption Outside Your Enterprise
Insurance has long been accused of being behind the times in technology
adoption. That means consumers are being introduced to new technologies by
businesses in other industries. With the technology and service bar being set
ever higher by external factors, insurers can expect elevated levels of digital
disruption to “come home to roost” very soon. Which technologies will
disrupt your distribution channels, your relationships with partners and your
supply chain? How can you control digital disruption outside your enterprise,
or at least mitigate the risk of changes that occur as a result?
Differentiating Beyond Price
Speaker:
John Johansen, Founding Partner, Agile Technologies
Product Ideation and Development
Speaker:
Scott Mackey, Vice President of Underwriting, Columbia Insurance Group
Speaker Biographies
Differentiating Beyond Price
John Johansen
Founding Partner
Agile Technologies
Mr. Johansen is a founding partner of Agile Technologies a technology
consulting organization that innovates, executes and realizes the benefits of
technology projects for insurance organizations globally. Mr. Johansen leads
Agile’s Innovation Teams in data warehousing, business intelligence and
insurance application architectures. Before forming Agile Technologies Mr.
Johansen worked with both Andersen Consulting and KPMG’s management
consulting division.
Product Ideation & Development
Scott Mackey
Vice President of Underwriting
Columbia Insurance Group
Scott Mackey is the vice president of underwriting for Columbia Insurance
Group. Prior to joining Columbia, Mackey was with DTRIC Insurance, a
member of the MS&AD Group, where for the last five years he served as
VP/Chief Underwriting Officer. Mackey has also held management and
executive positions at Ohio Mutual Insurance Group, Sentry Insurance, and
Safeco Insurance Company. During his 30 years working in the insurance
industry, he has assisted in countrywide commercial lines rate and forms
development, directed e-Business endeavors, and led multiple PAS
development efforts. He has served as the President of the Underwriters
Association of Hawaii, as a member of the Underwriters Executive Council,
and Chairman of the CSC Midrange Operational Board. Mackey has a
Bachelor of Science degree from Eastern Illinois University, and has done
graduate studies at Walden University. He has an Associate in Risk
Management (ARM), an Associate in Technology (AIT), an Associate in
Management (AIM), and a CPCU from the American Institute for chartered
Property and Casualty Underwriters.
CHIEF INFORMATION / TECHNOLOGY
OFFICER ROUNDTABLE
Digital Disruption for Your Customers
The difficult part of this discussion for the insurance industry is defining who
the customer is on both an internal and an external basis. The important part
to recognize, though, is that no matter who it is, the customer is not only
always right, but is ultimately in charge of how our industry goes forward.
Technology initiatives must be prioritized today by how much positive
business impact they will have, as well as by how much ease of doing
business and customer-centricity they will deliver. Digital disruption can
create better relationships with customers, and insurers are starting to pay
attention.
Internet of Everything
Speaker:
Mike Collins, Senior Vice President and Chief Information Officer for
Personal Insurance Business Technology, The Travelers Companies
Consumer-Driven Transactions
Speaker:
Bryan Fowler, Vice President and Chief Information Officer,
Oregon Mutual Insurance
Speaker Biographies
Internet of Everything
Mike Collins
Senior Vice President and Chief Information Officer for Personal Insurance
Business Technology
The Travelers Companies
Mike Collins is the Sr. Vice President and CIO for Personal Insurance Business
Technology at Travelers. In his role, Mike leads the technology organization
supporting a $7.0 billion business portfolio that markets auto, home, watercraft
and other insurance to individuals. He leads over 800 employees and strategic
partners.
Prior to joining Travelers, Mike worked for 19 years at Accenture where he was
a Partner in the Insurance Practice. During his career at Accenture Mike led
many strategy, operation and system integration projects for large-scale
property/casualty, and health care organizations. Mike was responsible for the
East portfolio of property and casualty clients, and also managed Accenture’s
Hartford location.
Mike has been an active participant in supporting many local civic
organizations including the United Way, the American Red Cross, the Bushnell,
and the Connecticut Forum.
Mike holds a B.S. in Business Administration from the University of
Connecticut.
Mike and his wife, Nicole, have twin daughters and reside in Wallingford,
Connecticut.
Consumer-Driven Transactions
Bryan Fowler
Vice President and Chief Information Office
Oregon Mutual Insurance
Bryan Fowler joined Oregon Mutual Insurance as Vice President and Chief
Information Officer in September, 2010, after 12 years at Progressive
Insurance.
In this role, he is responsible for enterprise wide technology
strategy, network infrastructure, enterprise applications, and technology-related
governance, security and compliance activities and processes.
Bryan has more than 25 years of leadership experience in leading, planning, and
implementing information technology solutions in insurance, banking, and
retail. Prior to joining Oregon Mutual, he was responsible for the technical
strategy and delivery of online quoting and buying at Progressive Insurance, the
first US insurance company to offer online insurance directly to consumers.
Under his leadership, Progressive’s teams, technologies, and processes enabled
a Direct business that grew from startup to over $2 billion annually in just 4
years. He also held senior management positions in Customer Communications
/ Document Management, and Claims IT teams. Prior to Progressive, Bryan
held leadership, consulting, and technical positions at Keane, Inc, Nabisco, and
the U.S. Marine Corps.
Bryan earned a Bachelor of Music degree from the University of North
Carolina School of the Arts, and an M.B.A. from Kent State University’s
Executive MBA program. He has served on the boards of a number of regional
non-profit organizations, and is a veteran of the U.S. Marine Corps
CHIEF INFORMATION / TECHNOLOGY
OFFICER ROUNDTABLE
Digital Disruption: Wrap Up
Engage with the day’s speakers and expert moderators to recap, rehash and
revisit the day’s topics. What did you find most valuable and what will you
take “home” to implement in your own company? Compare and contrast
approaches to digital disruption. Will you simply accept it, or will you
embrace it? What will your peers in the room do, and are there business
collaboration opportunities afoot as a result? Find out as we wrap-up the day
with an eye toward action items you can use tomorrow.
Moderators:
Miguel Edwards, ATO Technology Directory, iVantage, Allstate
Sal Abano, EVP & Chief of Strategy & Client Services, MajescoMastek
Speaker Biographies
Wrap Up
Miguel Edwards
ATO Technology Director
Allstate’s iVantage Select Agency
Miguel Edwards is the ATO Technology Director supporting
Allstate’s iVantage Select Agency, a brokerage unit that provides
expanded market solutions for Allstate Exclusive Agents. In his role,
Miguel is responsible for developing and executing on strategic
technology initiatives to support iVantage’s growth and increased
value to the Exclusive Agent community.
Prior to joining Allstate in mid 2012, Miguel was a Senior Vice
President at Cover-All Technologies, a leading provider of
commercial P&C technology solutions. Prior to Cover-All, he was the
Director of Technology for Willis North America. Earlier in his
carrier he held positions with Tyco International, EBS Dealing
Resources, and Thomson Financial.
Miguel earned a Bachelor’s in Business Administration and
Accounting, along with an MBA from Rider University.
Miguel is married and has four boys, volunteers with several
organizations and is an avid private pilot.
Sal Abano
Executive Vice President and Chief of Strategy & Client Services,
MajescoMastek
Sal Abano is responsible for leading the strategic initiatives for future
growth and mentoring the delivery teams on client engagements.
Prior to joining MajescoMastek, Abano most recently held the
position of Senior Vice President and CIO with Tower Group
International.
Sal was named one of Insurance & Technology’s Elite 8 in 2012
which each year recognizes outstanding senior insurance carrier
technology executives. In addition to his Tower Group experience,
Abano has also held management and executive information
technology positions at QBE the Americas, Kemper Insurance
Companies, Munich Re America (formerly American Reinsurance
Insurance Company), AT&T Credit, and American International
Group. Sal has a distinguished military service spanning more than 25
years from serving in the United States Marine Corps Reserve and
United States Army Reserve Component. His impressive military
record includes the role of Field Grade Officer and Chief Technology
Officer, Military and Technology Operations, for Operation Iraqi
Freedom III. Among his many awards and recognition for his military
service, Abano was awarded the Bronze Star.
Registered Attendee List as of May 14, 2014
COO = Chief Operating Officer CINVO = Chief Investment Officer CFO = Chief Financial Officer CITO = Chief Information/Technology Officer Last
First
Company
City
State
Roundtable
Adamski
Brian
American Traditions Insurance Company
Pinellas Park
FL
CINVO, CFO
Allen
Scott
Equitable Life & Casualty Insurance Company
Salt Lake City
UT
COO, CITO
Amat
Amos
Anderson
Applegate
Asprey
Ayash
Ayoub
Baird
Banwart
Behr
Belfiore
Bell
Bennett
Berberian
Bilimoria
Blum
Blythe
Boardman
Boddy
Bolan
Booten
Bostrom
Bowman
Bracken
Bradley
John
Steve
Richard
Kristin
Richard
Gerald
Paul
Robert
Kevin
Charles
Lauren
D. Keith
Nicole
Roupen
Neville
Donald
Greg
Lee
Graeme
Jacob
Kelly
James
Brian
Jane
Carin
Anchor General Ins Co
Sentruity Casualty Company (GSFS Group)
Healthcare Services Group
CV Starr Co.
Aggressive Insurance Group
Western World Insurance Company
FCCI Insurance Group
United Educators
Pharmacists Mutual Insurance Company
ICI Mutual
Rider Insurance
The Travelers Companies
Crum & Forster
Health Net Life Insurance Company
AXIS U.S. Insurance Company
Merchants Bonding Company (Mutual)
IMT Group
USAble Life
Builders Mutual Insurance Company
Federated Rural Electric Ins Exchange
Citizens Property Insurance Corporation
Bar Plan Mutual Insurance Company
Bar Plan Mutual Insurance Company
Guarantee Trust Life Insurance Company
Great American Insurance Company
Personalumbrella.com Insurance Services, Inc.
San Diego
Houston
Jefferson City
Los Angeles
Irving
Franklin Lakes
Sarasota
Chevy Chase
Algona
Washington
Springfield
Hartford
Morristown
Woodland Hills
Alpharetta
Des Moines
West Des Moines
Little Rock
Raleigh
Lenexa
Tallahassee
Saint Louis
Glenview
Cincinnati
Emeryville
CA
TX
MO
CA
TX
NJ
FL
MD
IA
DC
NJ
CT
NJ
CA
GA
IA
IA
AR
NC
KS
FL
MO
IL
OH
CA
CITO
CINVO, CFO
CINVO, CFO
COO, CITO
CINVO, CITO
CFO
COO
CITO
CINVO, CFO
CINVO, CFO
COO
CFO
CITO
CINVO, CFO
COO
CFO
CINVO, CFO
CINVO
CITO
CITO
COO, CITO
CITO
COO
CITO
CINVO
Broadie
Burman
Buss
Bussey
Carlson
Carr
Cartenuto
Chandler
Charette
Chin
Stephen
Jeffrey
Roger
Lane
Ann
Raymond
Gina
Jeff
Elaine
Albert
Property Casualty Insurers Association of America
AIG
Pacific Compensation Insurance Company
Tower Hill Insurance Group Inc.
Wisconsin Reinsurance Corporation
Investors Heritage Life Insurance Company
Erie and Niagara Insurance Association
Jefferson National Life Insurance Company
Knights of Columbus
New Jersey Insurance Underwriting Association
Chicago
New York
Agoura Hills
Gainesville
Madison
Frankfort
Williamsville
Louisville
New Haven
Newark
IL
NY
CA
FL
WI
KY
NY
KY
CT
NJ
CINVO, CFO
CFO
CITO
CFO
CFO
COO, CITO
CFO
CITO
CITO
CINVO
Clark
Collins
Cornish
Correa
Cretsinger
David
Davis
Dean
Loren
Michael
Tom
Carlos
Doug
Lyle
Brad
Joyce
Oklahoma Farm Bureau Mutual Insurance Co
Travelers
Farmers Mutual Fire Ins Co of Salem County
Liberty International Underwriters
GuideOne Insurance
Wisconsin Physicians Service Insurance Corp
Service Lloyds Insurance Co.
NAMIC Insurance Company Inc.
Oklahoma City
Hartford
Salem
New York
West Des Moines
Madison
Austin
Indianapolis
OK
CT
NJ
NY
IA
WI
TX
IN
CITO
CITO
CFO
CITO
CITO
CITO
CINVO
CINVO, CFO
Last
First
Company
City
State
Roundtable
Deehan
Dehoney
Deithorn
Demchak
Deter
Devine
Devitt
Diericx
Dietrich
DiRusso
Doherty
Domeracki
Doom
Dryer
Dunbar
Dunn
Duvall
Eagen
Ellwood
Elwell
Embray
Estrich
Evans
Ewbank
Fabian
Felix
Ferber
Fergang
Fillizola
FitzGerald
Fogle
Fonville
Fowler
Fredianelli
Freyermuth
Teri
Brad
David
David
Paul
Annette
John
Brad
Tim
Frances
James
Henry
Brian
Dianna
John
Heather
Mary
Donald
Cathy
Suma
Janet
Ruth
Ronald
Tom
Stephen
Nathan
Michael
Michael
Charles
Tim
Jean
Earl
Bryan
Celeska
Mary Ellen
Travelers
Stonewood Insurance
Medical Mutual Liability Ins Society of MD
Connecticut Interlocal Risk Mgmt. Agency
Maryland Automobile Ins Fund
Woodmen of the World Life Insurance Society
American Agricultural Ins. Company
HDI‐Gerling America Insurance Co.
Stonetrust Commercial Insurance Company
Massachusetts Property Insurance
Farmers Mutual Fire Ins Co of Salem County
Texas Municipal League Intergovernmental Risk
Nodak Mutual Insurance Company
Sentruity Casualty Company (GSFS Group)
Atlantic American Corporation
West Bend Mutual Insurance Company
Medical Mut Liab Ins Soc Of MD
Coastal Insurance Company, Inc.
Ellwood Enterprises
Wisconsin Reinsurance Corporation
American Family Insurance
MedRisk Inc
Farmers Union Mutual Insurance Company
The Ewbank Group P.C.
Harford Mutual Insurance Company
Great Western Insurance Company
ICAT Specialty Ins Co
Grange Mutual Insurance Company
Sompo Japan Insurance Company of America
US Assure
The Warranty Group, Inc.
Affirmative Ins Holdings
Oregon Mutual Insurance Company
QBE Holdings, Inc.
Catholic Relief Insurance Company of America
Hartford
Rancho Cordova
Hunt Valley
New Haven
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Omaha
Schaumburg
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Boston
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CT
CA
MD
CT
MD
NE
IL
IL
LA
MA
DE
TX
ND
TX
GA
WI
MD
AL
OH
WI
MO
PA
MT
TX
MD
UT
CO
OH
NC
FL
IL
TX
OR
MI
NE
COO
CITO
CITO
COO
CITO
CFO
CINVO, CFO
CFO
CINVO
CINVO, CFO
CFO
CINVO, CFO
CINVO, CFO
CINVO, CFO
COO, CITO
CFO
CINVO, CFO
CITO
CINVO, CFO
CITO
COO
COO, CITO
CITO
CINVO, CFO
CITO
CINVO, CFO
CITO
CITO
COO, CITO
COO,
CITO
CINVO
COO, CFO
CITO
COO, CFO
COO, CITO
Fry
Garateix
Garrison
Gasque
Georgopoulos
Gioia
Gotterup
Grant
Green
Grigsby
Groban
Gronbach
Hackett
Steven
Ernie
Courtney
Damon
Elias
Peter
Eda
Scott
Mike
Jonathan
Terry
Mary
Terry
Colorado Bankers Life Insurance Company
Heritage Property & Casualty Insurance Co.
Midlands Management
Union Labor Life Insurance Company
BCS Financial Corporation
CBIA
Civil Service Employees Insurance Company
Synergy Ins Co
The MGIS Companies, Inc.
Transportation Insurance Services, LLC
Funeral Directors Life Insurance Company
Secura Insurance Companies
BCS Financial Corp
Greenwood Village
Clearwater
Oklahoma City
Silver Spring
Oakbrook Terrace
Hartford
Walnut Creek
Charlotte
Salt Lake City
Brentwood
Abilene
Appleton
Oakbrook Terrace
CO
FL
OK
MD
IL
CT
CA
NC
UT
TN
TX
WI
IL
CINVO, CFO
COO, CITO
CITO
CFO
COO
CFO
CINVO, CFO
CFO
CITO
CFO
CINVO, CFO
CINVO
COO, CFO
Haddad
Hakimian
Judith
Mike
Patriot National Insurance
Assurant Speciality Property
Fort Lauderdale
Atlanta
FL
GA
CITO
CFO
Last
First
Company
City
State
Roundtable
Hall
Hall
Hanby
Harris
Hattaway
Haydukovich
Hazel
Henck
Hendrix
Hendrixson
Hillier
Hirschy
Hochstetler
Hoke
Holdorf
Hornick
Howat
Hoyng
Hughes
Hutchinson
Jenkins
Johns
Johnson
Jones
Kaderabek
Kanowsky
Keal
Kerver
Kessler
King
Klaus
Kleinecke
Knobel
Kocek
Koenig
Koester
Kohmann
Delbert
Richard
William
Robert
James
Mark
Raymond
Scott
David
David
Trevor
Matt
Ric
Lisa
John
Slade
Chris
Denny
Robert
Wendy
Wilbur
Nathan
Larry
Brent
Neal
Louis
James
Keith
John
James
Gregory
Diane
James
Greg
Thomas
Ronald
Joseph
Ithaca
Durham
Rockford
Branchville
Montgomery
Phoenix
Blue Bell
Warren
Bucyrus
Scottsdale
Saint Petersburg
Fort Wayne
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Edmeston
Waco
Charleston
Celina
Metairie
Austin
San Antonio
Salt Lake City
Frankfort
Austin
Pekin
Peoria
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Westfield Center
Columbus
Oakland
Saint Louis
Petaluma
Overland Park
Waco
Denver
Cameron
Westfield Center
NY
NC
IL
NJ
AL
AZ
PA
NJ
OH
AZ
FL
IN
OH
NC
NY
TX
WV
OH
LA
TX
TX
UT
KY
TX
IL
IL
WI
OH
OH
CA
MO
CA
KS
TX
CO
MO
OH
CFO
COO, CITO
COO, CITO
CITO
CFO
CINVO
CFO
COO
CFO
CITO
CFO
CINVO, CFO
CFO
CINVO, CFO
CFO
CITO
CINVO, CFO
CINVO
CINVO, CFO
CINVO, CFO
COO
CFO
CFO
CINVO, CFO
CITO
CINVO, CFO
COO, CITO
COO
CITO
CINVO, CFO
CINVO, CFO
CINVO
CINVO, CFO
COO, CITO
CITO
CINVO, CFO
CINVO, CFO
Kollath
Michael
Madison
WI
CFO
Kukar
Laabs
Kevin
Rick
Security Mutual Insurance Company
North Carolina Mutual Life Insurance Company
Rockford Mutual Insurance Co
Franklin Mutual Insurance Co
Alabama Department of Insurance
Oxford Life Insurance Company
London Life Reinsurance Company
Chubb
Ohio Mutual Insurance Group
Scottsdale Insurance Company
American Strategic Insurance Corporation
Brotherhood Mutual Insurance Company
Mennonite Mutual Insurance Company
Builders Mutual Insurance Company
New York Central Mutual Fire Ins Co
Texas Farm Bureau Mutual Insurance Company
Brickstreet Mutual Insurance Company
The Celina Mutual Insurance Company
The Gray Insurance Company
Service Lloyds Insurance Co.
Argo Group
Arches Mutual Insuance Company
Investors Heritage Life Insurance Company
Texas P&C Insurance Guaranty Association
Pekin Insurance
Illinois Mutual
Argent, A Division of West Bend Mutual
Analytics Resource Center
Motorists Mutual Insurance Company
Medical Insurance Exchange of California
Bar Plan Mutual Insurance Company
Sutter Insurance Company
Unified Life Insurance Company
Texas Farm Bureau Mutual Insurance Company
COPIC Insurance Company
Cameron Mutual Insurance Company
Westfield Group
Emergency Physicians Insurance Company Risk Retention Group
M Life Insurance Company
Mutual Benefit Insurance Company
Portland
Huntingdon
OR
PA
CINVO
CITO
Lamanteer
Adam
Cumberland Mutual Fire Insurance Company
Bridgeton
NJ
CFO
Laska
Lawler
Lawless
Lawlor
Lawrence
Lay
Lemos
Lex
Tony
Gregory
David
Cynthia
Michael
Sherman
Sabrina
Michael
Brickstreet Mutual Insurance Company
Government Personnel Mutual Life Insurance
Magna Carta Companies
Beacon Mutual Insurance Company
North Carolina Mutual Life Insurance Company
Trinity Life Ins Co
Sentinel Security Life Ins Co
Nationwide Insurance
Charleston
San Antonio
New York
Warwick
Durham
Louisville
Salt Lake City
Columbus
WV
TX
NY
RI
NC
KY
UT
OH
CITO
CITO
COO, CITO
CFO
CFO
CINVO
COO
COO
Last
First
Company
City
State
Roundtable
Lichtenthal
Linardi
Lindquist
Locke
Lontz
Lopez
Lorentz
Lowenthal
Mackey
MacLeod
Madaj
Mahadevan
Mapes
Masarek
McCaffrey
McCormick
McEntee
McGough
McIntyre
Mencel
Mendoza
Mendoza
Mercier
Miller
Mills
Miske
Mitchel
Mitchell
Monroe
Montero
Moon
Moore
Morales
Morgan
Munk
Munson
Murata
Musick
Myers
Naish
Naum
Neely
Niehaus
Nikander
Jason
Frank
John
Justin
Bradley
Laura
Paul
Craig
Scott
Robert
Ted
Rajani
Mike
Lisa
Paul
Thomas
Scott
Rodney
Heidi
Teresa
German
Lourdes
Elizabeth
Charles
Forrest
Mark
Ken
Shane
Larry
Larry
Jennifer
Blaine
Lauren
Jacquline
Tim
Dave
Chris
Jennifer
Rob
Ed
Steve
John
Thomas
James
Stephen
PURE Insurance
Injured Workers' Insurance Fund
Great Western Insurance Company
American Traditions Insurance Company
Nautilus Insurance Group
Universal Insurance Company of North America
Senior Health Insurance Company of PA
Berkley Asset Protection Underwriters
Columbia Mutual Insurance Co
Union Mutual of Vermont Companies
American Agricultural Insurance Company
Beacon Mutual Insurance Company
Texas Medical Liability Insurance Underwriting CV Starr Co.
Grange Mutual Insurance Company
Louisiana Medical Mutual Insurance Co ‐ LAMMICO
Farmers Mutual Hail Ins Co of Iowa
Ohio Bar Liability Insurance Company
ICAT
Houston Casualty Company
ProAg Management
Government Personnel
The Travelers Companies, Inc.
Oxford Life Insurance Co
Guaranty Income Life Insurance Company
Indiana Farm Bureau Insurance Companies
Clements Worldwide
Investors Heritage Life Insurance Company
Georgia Farm Bureau Mutual Insurance Co
Georgia Farm Bureau Mutual Insurance Co
Citizens Property Insurance Corporation
The MGIS Companies
Celestite Holdings
AXA Equitable Life
The Republic Group
Equitable Life & Casualty Insurance Company
Texas Association of Counties
DTRIC Insurance Company, Limited
Cumberland Mutual Fire Insurance Company
CV Starr Co.
Catlin Specialty Insurance Co.
Northern Neck Insurance Company
The Gray Insurance Company
Great American Insurance
Mercury Insurance Group
White Plains
Baltimore
Ogden
Pinellas Park
Scottsdale
Sarasota
Carmel
New York
Columbia
Montpelier
Schaumburg
Warwick
Austin
New York
Columbus
Metairie
West Des Moines
Columbus
Boulder
Houston
Maple Grove
San Antonio
Hartford
Phoenix
Baton Rouge
Indianapolis
Washington
Frankfort
Macon
Tallahassee
Salt Lake City
Irving
Charlotte
Dallas
Salt Lake City
Austin
Honolulu
Mansfield
New York
Atlanta
Irvington
Metairie
Cincinnati
Santa Clarita
NY
MD
UT
FL
AZ
FL
IN
NY
MO
VT
IL
RI
TX
NY
OH
LA
IA
OH
CO
TX
MN
TX
CT
AZ
LA
IN
DC
KY
GA
FL
UT
TX
NC
TX
UT
TX
HI
OH
NY
GA
VA
LA
OH
CA
CITO
CFO
COO, CITO
CINVO, CFO
CITO
CINVO, CFO
CINVO
COO, CITO
CITO
CITO
CINVO
CITO
CITO
CITO
CFO
CINVO, CFO
CFO
CINVO, CFO
CITO
CITO
CITO
CFO
CINVO
CINVO, CFO
CINVO, CFO
CFO
CITO
CINVO
CITO
CFO
CFO
COO
COO
CINVO, CFO
CINVO
COO, CITO
CFO
CITO
COO, CITO
CITO
CFO
COO, CITO
COO, CITO
CINVO
Nockels
Dave
Oklahoma Farm Bureau Mutual Insurance Co
Oklahoma City
OK
CITO
Noggle
Novascone
ONeill
O'Rourke
Ouellette
Vincent
Mike
Darby
Shawn
Gary
Franklin Mutual Insurance Co
Federated Rural Electric Ins Exchange
Princeton Insurance Company
Amerisure Companies
Union Mutual Fire Insurance Company
Branchville
Lenexa
Princeton
Farmington Hills
Montpelier
NJ
KS
NJ
MI
VT
CINVO, CFO
CINVO, CFO
CITO
CITO
COO, CITO
Last
First
Company
City
State
Roundtable
Overhulse
Palmer
Pearce
Penrod
Phelan
Pierce
Pintacuda
Pinto
Poirier
Poladia
Pollak
Pomilia
Ramey
Rasmussen
Reid
Rhoades
Riley
Rivers
Rizzo
Robison
Rodriguez
Rogers
Roth
Rutledge
Sanderford
Scheffer
Schlichting
Schmidt
Schmidt
Scyphers
Seale
Seppel
Jennifer
Darren
Aaron
Deb
Thomas
Neal
Jennifer
John
J Jeffrey
Atul
Matthew
Joseph
John
Brad
David
Eric
Karen
Bryan
Joseph
Mark
Dawson
Tim
Mark
Timothy
Mark
Shelley
Tom
James
Kirk
Michael
Kris
Paul
Verona
Mesa
West Des Moines
Minneapolis
Towson
Bridgeton
Sarasota
Columbia
Boca Raton
Austin
Columbus
Park Ridge
Anchorage
Des Moines
Toronto
Middlebury
Omaha
Columbia
Chicago
Fort Wayne
Abilene
Hartford
Salem
Bel Air
Marietta
Brenham
Omaha
Mercer Island
Columbia
Glen Allen
Abilene
Indianapolis
KY
AZ
IA
MN
MD
NJ
FL
SC
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
CITO
CITO
CFO
CITO
CINVO, CFO
CINVO, CFO
CFO
CITO
CINVO, CFO
CITO
CINVO, CFO
CINVO, CFO
CITO
CITO
CITO
CITO
CINVO, CFO
CFO
COO, CFO
COO, CFO
CITO
CFO
COO, CITO
CFO
CFO
CINVO
CFO
CINVO, CFO
CFO
CINVO, CITO
CINVO, CFO
CINVO, CFO
Sersha
Susan
Sherman
Shirk
Sinco
Singh
Sison
Skubal
Sloan
Smith
Smith
Smith
Snyder
Somogyi
Sorenson
Springberg
Stoeckert
Storer
Stratton
Jason
Philip
Russell
Piyush
David
Tony
Joseph
Michael
Peter
Sara
Lisa
Ken
Eric
Mary
Michael
Ned
Chris
St Nick Media Services
Mutual Insurance Company of Arizona
Farmers Mutual Hail Ins Co of Iowa
MMIC Insurance, Inc.
Chesapeake Employers Insurance Company
Cumberland Mutual Fire Insurance Company
Gulfstream Property and Casualty Insurance Company
Seibels
Lumbermen's Underwriting Alliance
Texas Municipal League Intergovernmental Risk
State Automobile Mutual Insurance Company
IASA International Office
Alaska National Insurance Company
Merchants Bonding Company (Mutual)
Lawyers' Professional Indemnity Company
Co‐operative Insurance Companies
Preferred Professional Insurance Company
Seibels
Chicago Underwriting Group, Inc.
Brotherhood Mutual Insurance Company
Funeral Directors Life Insurance Company
Travelers
IASA International Office
Harford Mutual Insurance Company
HCC Life Insurance Co.
Germania Farm Mutual Insurance Association
Central States Indemnity Company of Omaha
Farmers New World Life Insurance Company
Cornerstone National Insurance
Markel Corporation
Funeral Directors Life Insurance Company
Indiana Farmers Mutual Insurance Company
Pennsylvania Professional Liability Joint Underwriting Association
West Bend Mutual Insurance Company
Goodville Mutual Casualty Company
Alfa Insurance Group
Great American Insurance Group
Mitsui Sumitomo Insurance Group
Wisconsin Mutual Insurance Company
Mutual Benefit Insurance Company
United National Casualty Insurance Co
Alberta Motor Association
Attorneys Liability Protection Society
Alamance Farmers' Mutual Insurance Co.
Madison Mutual Insurance
Arches Mutual Insuance Company
Allstate
ProAssurance Companies
Society Insurance
Atlantic Casualty Insurance Company
Plymouth Meeting FL
CINVO, CFO
West Bend
New Holland
Montgomery
Cincinnati
Warren
Madison
Huntingdon
Jacksonville
Edmonton
Missoula
Graham
Edwardsville
Salt Lake City
Northbrook
Birmingham
Fond du Lac
Goldsboro
CFO
CFO
CFO
CITO
CITO
CINVO, CFO
CINVO, CFO
CINVO, CFO
CITO
COO, CFO
CINVO, CFO
CITO
CITO
CITO
CITO
CFO
CITO
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
Last
First
Company
City
Stuckal
Swenson
Tainsky
Taylor
Terelmes
Thompson
Thompson
Thorp
Tien
Tosch
Troester
Underwood
Valentine
Vedder
Voorhies
Walker
Walker
Wann
West
West
Westfield
Wiebelhaus
Wiedrick
Wilson III
Yassine
Yenzer
Yien
Zieden‐Weber
Ziemann
Sam
Andy
Stuart
Heather
Michael
Jane
Reed
Peter
Steve
Larissa
Keith
Joyce
Aaron
Frank
Greg
Bruce
Roger
Jeffrey
Ann
Don
Steve
Bill
Jennifer
Ralph F.
Farouk
Douglas
Richard
Kenneth
Louise
TowerGroup
United Property & Casualty Insurance Co
PURE Insurance
Louisiana Medical Mutual Insurance Co ‐ LAMMICO
White Mountains Solutions
State Automobile Mutual Insurance Company
USAble Life
Dryden Mutual Insurance Co.
Westfield Group
Glatfelter Insurance Group
EMC National Life Company
Missouri Employers Mutual Insurance Co.
Preferred Mutual Insurance Company
BTS (WR Berkley Corp)
Mutual Insurance Company of Arizona
Nippon Life Insurance Company of America
Cornerstone National Insurance Company
Illinois Mutual Life Insurance Company
IMT Insurance Co
State National Insurance Company Inc
Atlantic Casualty Insurance Company
Pharmacists Mutual Insurance Company
AAA Auto Club South Insurance Company
Cumberland Mutual Fire Insurance Company
Insurance Data Management Association Inc
Catholic Relief Insurance Company of America
Everest Reinsurance Company
Xchange Benefits, LLC
State Farm Insurance Companies
Chishire
Saint Petersburg
White Plains
Metairie
Glastonbury
Columbus
Little Rock
Dryden
Westfield Center
York
Des Moines
Columbia
New Berlin
Urbandale
Scottsdale
New York
Columbia
Peoria
West Des Moines
Bedford
Goldsboro
Algona
Tampa
Bridgeton
Jersey City
Bellevue
Liberty Corner
White Plains
Bloomington
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
FL
Roundtable
CFO
CITO
COO, CITO
CINVO, CFO
CINVO, CFO
CFO
CINVO
COO
CITO
COO
CINVO, CFO
COO
COO, CFO
CITO
CINVO, CFO
CFO
COO
CITO
CITO
COO
CINVO, CFO
CITO
CINVO, CFO
CINVO, CFO
CITO
CINVO, CFO
CITO
COO, CFO
COO, CFO
Sponsor Registrants as of May 14, 2014
AAM Insurance Investment Management www.aamcompany.com
Marco Bravo
Colin Dowdall
John Olvany
Neelm Pradhan
Agile Technologies - www.agiletech.com
Robert Buhrle
Nick Coenen
William Freitag
John Johansen
BKD, LLP - www.bkd.com
Christie Clements
Susan Kelley
Tom Wheeland
BMS Intermediaries, Inc. - www.bmsgroup.com
Rom Braga
John Faustman
Kristine Westall
Centric Consulting, LLC www.centricconsulting.com
Chad Caldwell
Clearwater Analytics LLC www.clearwater-analytics.com
Eric Gwilliam
Brian King
Molly Petrowiak
Dixon Hughes Goodman LLP - www.dhgllp.com
Matt Church
John Roberts
Ernst & Young LLP - www.ey.com
Liza Benner
Laura Ford
Michele Rodin
Paul Sussex
Exigen Insurance Solutions www.exigeninsurance.com
Steve James
Guy Carpenter & Company, LLC - www.guycarp.com
Jessica Arbittier
Dave Domino
Lawrence Mitchell
Robert Roehr
Mitchell Dean
IBM Software Group - www.ibm.com
John Hale
Craig Bedell
Insurity - www.insurity.com
Bruce Broussard
Bob Larew
Sylvester Mathis
ISCS - www.iscs.com
Conrad Garvey
Phil Iaccarino
Doug Moore
Andy Scurto
Tim Shelton
Johnson Lambert LLP - www.johnsonlambert.com
Gary Bowers
Marcia Jerding
James Murphy
Tim Nowak
Brandy Vannoy
JP Morgan Asset Management - www.jpmorgan.com
Greg Tell
Vincent Kelly
MajescoMastek - www.majescomastek.com
Sal Abano
Anil Chitale
Pramod Desai
Natasha Nauth
Erik Stockwell
Prime Advisors, Inc. - www.primeadvisors.com
Frank Conde
Eleanor Kam
Lewis Leon
Kate Pizzi
SS&C Technologies - www.ssctech.com
J. Timothy Reilly
Bill Stone
SunGard - www.sungard.com
Dan Buttolph
Kenneth Crease
Daniel DeRosa
John Vercellino
Julie Wuertz
The Nolan Company - www.renolan.com
Mike Bondura
Steven Callahan
Steve Discher
Gerald Shields
Dennis Sullivan
Rod Travers