Thomas Andre is senior vice president of Information Services for the Cooperative of American Physicians, Inc. (CAP) in Los Angeles, California, where he has worked for 20 years. His career in Information Technology spans more than 30 years, and he has served in various roles, including application development, infrastructure management, and software projects management. Prior to his employment with CAP, he has worked in the manufacturing and agricultural industries. Mr. Andre has a BA in economics from Clark University, Worcester Massachusetts, and an MBA from Babson College, Wellesley Massachusetts.
David Bianco, BS, CFA is chief investment strategist for the Americas, head of U.S. Active Equity Management, and part of Deutsche Asset Management’s CIO Office as contributor to the CiO View publication and its investment advisory across asset classes globally. As chief investment strategist, Mr. Bianco tracks financial market conditions across the U.S. and the globe and as head of U.S. Active Equity Management, he heads a team responsible for the management of USD 19 bn of active equities in the Americas. A visible member of the investment community, Mr. Bianco frequently appears on CNBC and Bloomberg TV and is often quoted in the financial press. A graduate of the Wharton School of the University of Pennsylvania, he holds a CFA charter and a member of the Economic Club of New York.
Richard J. Bryan
Richard J. Bryan, at only 28 years of age, took the reins of a 100-year-old, $120 million, family owned, car and truck dealership in the U.K. after his father was forced to retire due to illness. That alone was a challenge. Worse, the business was losing $3.5 million a year and there was no leadership succession plan in place.
After a difficult start to his career and lots of mistakes he hired Frank, a seasoned executive and business turnaround specialist. (He was a former Navy Seal with a fine arts degree—a pretty unusual mix!) With Frank’s help Mr. Bryan was able to clearly define his role as a leader, forge a team of trusted A-players and learn the vital art of leadership succession planning. Ultimately, the business was able to survive and then thrive in a highly competitive industry.
Today, Mr. Bryan is a speaker, author, and executive coach who shares with business owners and leaders the leadership strategies that have proven to be the driving force behind his continued business success.
Judy Busby, MBA, MSMOB, PMP, is the senior vice president of Executive Search and Corporate Strategy for The Jacobson Group. In this role, she offers leadership and strategic direction to the firm’s executive search practice, which provides executive search and selection consulting for insurance leadership positions across all disciplines. She is also a key member of Jacobson’s Executive Management Team and is accountable for directing corporate-wide initiatives that ignite the continued development and growth of the entire organization. In addition, she manages select executive-level search engagements for clients from all sectors of the insurance industry.
Ms. Busby brings an impressive track record of organizational development and high-performance leadership to her role at Jacobson. She has assisted countless executives, leaders and other valued team members in realizing their organizations’ strategic objectives. In fact, through her strategic and consultative approach to executive search, she has even inspired a few of our clients to shift their organizational structures to better align with their missions, visions, and strategic objectives. Her expertise in human behavior science also uniquely positions her to offer guidance on attraction and retention strategies for high-impact executives.
A successful entrepreneur, prior to joining Jacobson, Ms. Busby owned a well-established management consulting firm specializing in high-performance leadership and executive coaching. Her impressive career record includes tenures with large publicly traded corporations, where she was responsible for leading several hundred technical and professional employees and contractors through strategic business initiatives. She also directed projects nationwide for new product development, process improvement and leadership development. She has held executive director positions in publishing, biotechnology, transportation, and process management consulting, leading functions such as customer service, engineering, facilities, human resources, maintenance, operations, and quality.
Ms. Busby received her Master of Science in management and organizational behavior (MSMOB) with a major in organization development from Benedictine University, her MBA in operations management from St. Joseph’s University, and a bachelor’s degree in business logistics from Penn State University. She also holds the Project Management Professional certification.
Brett Carter is an Engagement Director for The Jacobson Group’s executive search team, managing C-level, Vice President and other executive-level searches for clients from all sectors of the insurance industry.
Mr. Carter brings more than 20 years of insurance experience to his role with Jacobson, most recently serving as Diversity Partner for Munich Re US P&C. In this role, he collaborated with human resources and other business unit leaders to attract, develop and retain top talent. During his time at Munich Re, he also served as Senior Territory Sales Manager for American Modern, a Munich Re subsidiary, managing the company’s growth and distribution strategies for Illinois, Minnesota and Wisconsin.
Additionally, Mr. Carter’s impressive career includes tenures with Founders Insurance Company, Travelers and State Farm. His deep industry experience, passion for innovation and organizational excellence, and strong communication skills translate into expert executive search and selection consulting for his insurance clients.
Mr. Carter attended Augustana College in Rock Island, Ill., where he received his Bachelor of Arts in marketing/advertising with a concentration in business management. He later received his Master of Business Administration from the Forbes School of Business & Technology at Ashford University in Clinton, Iowa. He has earned the following accreditations: Associate in Claims, Certified Insurance Counselor, Illinois property and casualty license, and Six Sigma designation. He has also served as President of the Illinois 1752 Club and is currently a National African American Insurance Association Board Member.
Greg Chrin, FCAS, MAAA has more than 20 years of industry experience, including the past fifteen in consulting. He is the past chairperson of American Academy of Actuaries Medical Professional Liability Subcommittee. He also leads Deloitte’s Medical Professional Liability practice. His clients include insurance and reinsurance companies, risk retention groups, healthcare delivery systems, captive insurance companies, and private equity firms—both domestic and international.
Mr. Chrin’s unique role at Deloitte, which involves working for the insurance consumer, insurance department, and the insurance/reinsurance industry, has given him a unique perspective on trends affecting all sides of the insurance purchasing decision. His diverse work experience has contributed to his appetite for research and development of training classes and presentations addressing key issues affecting insurance buyers and sellers. He specializes in M&A transactions, captive feasibility studies, and actuarial reserving and pricing studies.
Cynthia Cox is the director of Administration and Human Resources for LAMMICO. Ms. Cox has diverse responsibilities that include human resources, employee communications, organizational development, corporate and charitable events, facilities, business services functions, and leading the business continuity, emergency response, and disaster recovery initiatives at LAMMICO. Ms. Cox holds an MA in Organizational Management and Human Resources and the SPHR certification from the Society for Human Resource Management and has served as a featured speaker for the MPL Association and Conference Board.
Andy Grittman has served as vice president and chief information officer for Kansas Medical Mutual Insurance Company (KAMMCO) since 2006. He joined the company in 1996. He successfully manages a secure and reliable IT infrastructure, streamlines business processes, and gets the best work from very smart people. As the chief technology officer for a startup healthcare information technology company, KAMMCO Health Solutions, he researched, designed, and implemented solutions to collect, protect, and process data from health information exchanges and securely deliver reports and dashboards based on that data. He is the president of the Oasis Customer Group Board of Directors and past chair of the technology subsection for the MPL Association Technology, Human Resources and Finance (THRF) section. Mr. Grittman graduated from Washburn University and proudly served in the United States Army.
Robert Hanscom joined Coverys in August 2013 and is vice president of Business Analytics. In that role, he is responsible for oversight of enterprise-wide data quality, data governance, comparative benchmarking, and the advancement of analytics to support the business in delivering on its overall strategy.
Prior to joining Coverys, Mr. Hanscom was with CRICO for 14 years. At CRICO, he was senior vice president of Loss Prevention and Patient Safety and headed up CRICO’s external consulting division, CRICO Strategies. Previous to that, he was vice president of Clinical Services at Lahey Clinic in Burlington, MA for five years. Earlier in his career, he worked for both Massachusetts General Hospital and for a law practice in Maine.
Mr. Hanscom received his BA in history from Pacific Union College (California) and his Juris Doctorate from Pepperdine University School of Law.
Gregory P. Jacobson
Gregory P. Jacobson is co-chief executive officer of The Jacobson Group. He has successfully guided the firm through substantial growth over the years, as demonstrated by the company’s recognition as one of the fastest-growing private staffing firms on multiple occasions. In addition to overseeing the organization, Mr. Jacobson manages select search assignments for the firm’s executive search practice. He has consulted with companies internationally in all areas of the life, health, and property and casualty insurance communities. He has successfully assisted leading industry organizations in the acquisition of critical senior-level talent including board members, CEOs, and other C-suite roles.
Mr. Jacobson is an active participant in the insurance community. He contributes to many industry association events, including those of American Property Casualty Insurance Association, the International Insurance Society (IIS), the Medical Professional Liability (MPL) Association, and the National Association of Mutual Insurance Companies (NAMIC). He is considered an expert on the industry’s labor market and is often called upon to share his perspectives on the industry’s talent outlook, human capital strategies, talent acquisition, and succession planning. Mr. Jacobson is a board member of the National Insurance Industry Council for the City of Hope and a former board member for the Chicago Sinfonietta, the United States’ most diverse orchestra. He is a member of the Economic Club of Chicago and an Independent Director of a New York-headquartered specialty property and casualty insurer. He graduated from Illinois State University of Normal.
Brian Johnson, CISSP is a seasoned information technology professional approaching 25 years of experience. He’s spent the last 15 years of his career focusing on information security. He’s held many titles including programmer analyst, network administrator, network engineer, senior network manager, and currently, he is the information security officer for State Volunteer Mutual Insurance Company.
With a rich background in system administration and network operations, Mr. Johnson understands the technical challenges presented to today’s IT departments. Understanding these challenges, he’s equipped to incorporate effective security principles with IT functions that support business operations. His technical background combined with administrative and managerial skills allows him to bridge the gap between those who implement technology and those who establish business strategies.
Chad C. Karls
Chad C. Karls, FCAS, MAAA is a principal and consulting actuary in the Milwaukee office of Milliman, Inc. He specializes in medical professional liability and has assisted numerous clients with a large variety of actuarial needs, financial reporting issues, rating agency matters, and pricing and rating projects. Mr. Karls is a fellow of the Casualty Actuarial Society and a member of the American Academy of Actuaries. He received a Bachelor of Science degree from the University of Wisconsin.
Derick Lengwenus is originally from Montreal and currently resides in Chicago where he performs stand-up and studies improv at Second City. His credits include: Winner of Best Comedy in the Montreal Fringe Festival, Winner of the Audience Choice Award at the Just For Laughs Festival, and runner up at the San Francisco Comedy Competition. He is a favorite of the prestigious Just For Laughs festival where he has appeared five times. In 2005, he recorded a one hour television special for the Comedy Network which earned him a Canadian Comedy Award nomination. Currently, Mr. Lengwenus headlines clubs throughout North America and can be heard regularly on Sirius XM radio.
Shana Merlin is the founder of Merlin Works. She is one of the most experienced and effective improv teachers in Texas. Presenting and performing nationwide, some of her clients have included Dell, T-Mobile, Silicon Labs, The University of Texas, and Deloitte. Winner of “Best Improv Teacher” in Austin from the Austin Improv Collective, she founded Merlin Works, in 2003 to provide custom training, interactive presentations, and comedy shows to businesses and organizations using improvisation. Some of her most requested programs are on the topics of team building, communication, sales, persuasion, leadership, making meetings matter, medical communications, and creativity. She is a lecturer in the College of Medicine Texas A&M University and an associate at the Center for Health Communication at the University of Texas.
James Myhre has 14 years of MPL industry experience. In his current role, he is responsible for oversight of ISMIE Mutual’s ceded reinsurance, analytics, and quality control auditing. Mr. Myhre received his BS in mathematics and statistics from Montana State University and MBA. from DePaul University.
Becky Stewart, PHR, has more than25 years’ experience in human resources. She has a broad range of HR knowledge in the areas of employee relations, recruiting and staffing, performance management, benefits administration, learning and development, compensation administration, and policies and procedures.
Ms. Stewart holds a Bachelor of Arts Degree in speech/communications from Angelo State University and is a Certified Professional in Human Resources (PHR). Ms. Stewart served as the 2006 vice president of Membership for the Austin Human Resource Management Association (AHRMA).
Mark Stieg is the principal architect for COPIC’s data and integration systems. He has led the team in the evaluation of CRM systems and has shepherded the implementation and growth of Salesforce at COPIC over the last four years.
Marguerite Tortorello is the managing director of the Insurance Careers Movement and president of Tortorello Communications Company. As managing director of the grassroots Insurance Careers Movement, she helps drive strategic planning and execute initiatives with more than 1,000 global insurance carriers, brokers/agents, trade associations, industry partners, and media organizations that have come together to inspire young professionals to choose insurance as a career.
As president of Tortorello Communications Company, she works with clients on executive communications, strategic positioning, crisis communications and reputation management, and social media strategies. She is a frequent speaker for board meetings, conferences, and employee development meetings.
Ms. Tortorello was honored to serve as special assistant to President George W. Bush and work in the White House. She is passionate about communicating with the public and helping people in times of need. She served in the Administration during 9/11, the war on terror, and Hurricane Katrina.
After the White House, Ms. Tortorello worked for the Allstate Insurance Company in Corporate Relations. Next, she joined PCI, the Property Casualty Insurers Association as senior vice president of Public Affairs. During her tenure at PCI, she worked on the 2008 financial crisis and was named the PR News “2010 Public Affairs Professional of the Year” for her efforts in highlighting the strength and stability of the insurance industry. She also worked on issues related to global financial security, natural catastrophes, the sharing economy, and reputation management. Ms. Tortorello helped form the Insurance Careers Movement with other key insurance stakeholders to help engage the next generation workforce.
Jane Watson, CHRL is senior people partner at Klick, and an accomplished writer and speaker on progressive people and culture practices. Over the last 15 years, she has worked with companies in the private, public, and non-profit sectors, including regional and national leadership roles in human resources, and a role on the executive leadership team of an innovative, fully remote tech start-up.
Ms. Watson holds a BA and a certificate in HRM, as well as a CHRL designation. In 2015 she was honored to be a finalist for the HR Rising Star of the Year Award from Canadian HR and Beyond Boardrooms. She writes about organizations, culture, and the changing nature of work at TalentVanguard.com.
Aike Zavala is the vice president of Human Resource and Administration for OMSNIC. Ms. Zavala is responsible for employee recruitment, organizational development, compensation and benefits, payroll, facilities, and disaster recovery. Ms. Zavala holds a BS in finance from the University of Illinois.