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Our Speaker Line-up of Industry Leaders, Innovators and Experts


Cheryl Bendtsen

Cheryl Bendtsen

Senior Vice President, Claims Operations, Allstate

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Drew Aldrich

Drew Aldrich

Principal, American Family Ventures

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Drew is the NY based Principal at American Family Ventures, a $200m Venture Capital firm backed by American Family Insurance.

He was previously with AXA US in Strategy and M&A and assisted in the development of and then joined AXA Strategic Ventures. Drew also co-founded and led CalendarFly.com, an education technology company and has been an active member of the NYC startup community since 2008.

He also has a deep finance background, getting his start in FX and analysis of esoteric structured finance products. He has led publicly traded restructurings, capital raising, and partnership negotiations on three continents including in North America (US and Canada), Asia (China and Hong Kong) and Europe (France).

Drew is the NY based Principal at American Family Ventures, a $200m Venture Capital firm backed by American Family Insurance.

He was previously with AXA US in Strategy and M&A and assisted in the development of and then joined AXA Strategic Ventures. Drew also co-founded and led CalendarFly.com, an education technology company and has been an active member of the NYC startup community since 2008.

He also has a deep finance background, getting his start in FX and analysis of esoteric structured finance products. He has led publicly traded restructurings, capital raising, and partnership negotiations on three continents including in North America (US and Canada), Asia (China and Hong Kong) and Europe (France).

Amandah Greiling

Amandah Greiling

Senior Vice President, Head of Underwriting Support and Service, Zurich

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Skills and experience

Amandah Greiling is the Senior Vice President and Head of Underwriting Support & Service for Zurich North America. Amandah is responsible for driving and assuring the achievement of desired business results for end-to-end underwriting activities within the commercial space by leveraging advances in strategic, procedural and technological developments.

Amandah joined Zurich in November 2017 with 18 years of insurance experience, leading organizations and organizational strategy at MetLife Insurance and Nationwide Insurance. Amandah brings to Zurich extensive property-casualty insurance industry knowledge as well as Lean/Six Sigma and change management disciplines.

Educational background

Greiling received a master’s degree in business administration with an emphasis in organizational leadership from Marylhurst University and a bachelor’s degree in business administration from Eastern Oregon University.

Skills and experience

Amandah Greiling is the Senior Vice President and Head of Underwriting Support & Service for Zurich North America. Amandah is responsible for driving and assuring the achievement of desired business results for end-to-end underwriting activities within the commercial space by leveraging advances in strategic, procedural and technological developments.

Amandah joined Zurich in November 2017 with 18 years of insurance experience, leading organizations and organizational strategy at MetLife Insurance and Nationwide Insurance. Amandah brings to Zurich extensive property-casualty insurance industry knowledge as well as Lean/Six Sigma and change management disciplines.

Educational background

Greiling received a master’s degree in business administration with an emphasis in organizational leadership from Marylhurst University and a bachelor’s degree in business administration from Eastern Oregon University.

Harry Storck

Harry Storck

Global Leader - Auto Liability, AIG Insurance

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BJ Treese

BJ Treese

Managing Director for Emerging Property Products, Travelers

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BJ is an insurance leader with over 10 years in the industry and experience with auto, home, and other specialty products. He is skilled in leading and coaching teams, researching and sizing market opportunities, and pricing and designing personal insurance products.

As the Managing Director for Emerging Property Products at Travelers in Hartford, CT, he networks with InsurTech entrepreneurs and companies to understand potential insurance industry disruptors. BJ partners with innovative start ups who's products reduce or introduce new risks for consumers. He also uses his extensive knowledge of the existing insurance marketplace to track new entrants and new offerings from established players.

BJ holds a Bachelor of Science in Actuarial Science from WPI (2007) and a Masters of Business Administration (MBA) focused in Finance & Management from The University of Connecticut School of Business (2012).

BJ is also heavily involved in youth sports and coaches both soccer and baseball.

BJ is an insurance leader with over 10 years in the industry and experience with auto, home, and other specialty products. He is skilled in leading and coaching teams, researching and sizing market opportunities, and pricing and designing personal insurance products.

As the Managing Director for Emerging Property Products at Travelers in Hartford, CT, he networks with InsurTech entrepreneurs and companies to understand potential insurance industry disruptors. BJ partners with innovative start ups who's products reduce or introduce new risks for consumers. He also uses his extensive knowledge of the existing insurance marketplace to track new entrants and new offerings from established players.

BJ holds a Bachelor of Science in Actuarial Science from WPI (2007) and a Masters of Business Administration (MBA) focused in Finance & Management from The University of Connecticut School of Business (2012).

BJ is also heavily involved in youth sports and coaches both soccer and baseball.

Matthew Zender

Matthew Zender

Senior Vice President - WC Product Manager, AmTrust

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Mark Kotzer

Mark Kotzer

Director, Innovation Engagement & Evangelism, Liberty Mutual

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Jaclyn Ryan

Jaclyn Ryan

Vice President, Global Strategy, Metlife

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Imir Arifi, PhD.

Imir Arifi, PhD.

Head of Artificial Intelligence & Machine Learning, Health Care Service Corporation

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Hilary Zimmer

Hilary Zimmer

Vice President, Product Development, QBE North America

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Yosha R. DeLong

Yosha R. DeLong

Vice President Head of Cyber Underwriting, Zurich North America

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Kevin McCann

Kevin McCann

VP Strategy & Research, Erie Insurance

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Andrew Lea

Andrew Lea

Vice President, Head of Commercial E&O, Cyber & Media Liability, CNA

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Andy Lea serves as Vice President, Commercial Underwriting for Errors & Omissions (E&O), Cyber and Media for CNA. In this role, Lea is responsible for the strategic direction of CNA’s Commercial E&O suite and Enterprise Cyber products.

Prior to joining CNA, Andy served as Senior Vice President, Midwest Professional Liability Manger for AIG’s Financial Lines Division. He has also served in leadership roles at Swiss Re, Marsh and Zurich.

Andy holds a Bachelor of Arts in Political Economy/Geography from Clark University, a Master of Business Administration from Hofstra University and a Masters in Urban and Regional Planning from UCLA’s School of Public Policy and Social Research.

Andy Lea serves as Vice President, Commercial Underwriting for Errors & Omissions (E&O), Cyber and Media for CNA. In this role, Lea is responsible for the strategic direction of CNA’s Commercial E&O suite and Enterprise Cyber products.

Prior to joining CNA, Andy served as Senior Vice President, Midwest Professional Liability Manger for AIG’s Financial Lines Division. He has also served in leadership roles at Swiss Re, Marsh and Zurich.

Andy holds a Bachelor of Arts in Political Economy/Geography from Clark University, a Master of Business Administration from Hofstra University and a Masters in Urban and Regional Planning from UCLA’s School of Public Policy and Social Research.

James Spears
Workshop Facilitator

James Spears

Assistant Vice President, Auto Experience, USAA

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As Assistant Vice President for the USAA Auto Experience, Jimmy is responsible for cross-Enterprise integrations to deliver a seamless auto experience to the membership. Jimmy leads the Autonomous Vehicle and the Connected Car Experiences where he is responsible for ensuring the delivery and optimization of exceptional member experiences across all channels. Jimmy also heads the External Relationships and External Partnership teams in support of the Auto Experience. 

Jimmy serves on several external state and industry boards including Advisory Board Member Towing, Storage and Booting for the Texas Department of Licensing and Regulation, and Member of the Board of Trustees for the Collision Repair Education Foundation. Jimmy previously served on the International Board of Directors for I-CAR.

Jimmy received his commission in the US Army in 1985. He served in Operations Desert Shield and Desert Storm as a Special Operations Command (SOCOM) officer supporting the 24th Infantry Division. He is a graduate of the US Army Armor School in Fort Knox, the US Army Infantry Mortar Platoon Leaders School in Ft. Benning and the JFK School of Special Warfare in Fort Bragg where he graduated as the Distinguished Military Graduate of his class.

Jimmy holds a Bachelor of Science (BS) degree from the University of North Carolina at Charlotte; a Master’s of Science in Project Management (MSPM) and a Master of Arts in Leadership (MAL) from City University of Seattle; and is currently enrolled in the Doctor of Business Administration (DBA) at City University of Seattle.

Jimmy lives in San Antonio with his lovely bride, Rebecca. They enjoy spending time with their son, Forrest, recent graduate of the University of the Incarnate Word, San Antonio and current Western US Regional Manager for AsTech Diagnostic Services.

As Assistant Vice President for the USAA Auto Experience, Jimmy is responsible for cross-Enterprise integrations to deliver a seamless auto experience to the membership. Jimmy leads the Autonomous Vehicle and the Connected Car Experiences where he is responsible for ensuring the delivery and optimization of exceptional member experiences across all channels. Jimmy also heads the External Relationships and External Partnership teams in support of the Auto Experience. 

Jimmy serves on several external state and industry boards including Advisory Board Member Towing, Storage and Booting for the Texas Department of Licensing and Regulation, and Member of the Board of Trustees for the Collision Repair Education Foundation. Jimmy previously served on the International Board of Directors for I-CAR.

Jimmy received his commission in the US Army in 1985. He served in Operations Desert Shield and Desert Storm as a Special Operations Command (SOCOM) officer supporting the 24th Infantry Division. He is a graduate of the US Army Armor School in Fort Knox, the US Army Infantry Mortar Platoon Leaders School in Ft. Benning and the JFK School of Special Warfare in Fort Bragg where he graduated as the Distinguished Military Graduate of his class.

Jimmy holds a Bachelor of Science (BS) degree from the University of North Carolina at Charlotte; a Master’s of Science in Project Management (MSPM) and a Master of Arts in Leadership (MAL) from City University of Seattle; and is currently enrolled in the Doctor of Business Administration (DBA) at City University of Seattle.

Jimmy lives in San Antonio with his lovely bride, Rebecca. They enjoy spending time with their son, Forrest, recent graduate of the University of the Incarnate Word, San Antonio and current Western US Regional Manager for AsTech Diagnostic Services.

Luke Harris
Workshop Facilitator

Luke Harris

Assistant Vice President, Innovation, USAA

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Luke joined USAA in 2017 as AVP, Innovation. Luke and team leverage the latest industry and member insights to deliver world-class experiences for USAA’s members and employees while driving significant market differentiation in support of USAA’s Standard of Innovation.

Luke started his insurance career as a Claim Representative with Progressive in 2004. He held a variety of leadership positions during his 10+ years at Progressive prior to joining innovative startup pay-per-mile insurer, Metromile in 2014.

At Metromile, Luke led the strategy, development, implementation, and oversight of Metromile's claims program from initial concept to full-scale production with a focus on maximizing process efficiency and developing industry-leading technology.

Luke received a B.S. in Marketing from Baker University where he played basketball for the Wildcats and met his beautiful wife, Brittany. Brittany and Luke are blessed with 4 amazing children: Maverick (2008), twins Hawk and Noelle (2010), and Boomer (2017).

www.linkedin.com/in/luke-harris-01995943

Luke joined USAA in 2017 as AVP, Innovation. Luke and team leverage the latest industry and member insights to deliver world-class experiences for USAA’s members and employees while driving significant market differentiation in support of USAA’s Standard of Innovation.

Luke started his insurance career as a Claim Representative with Progressive in 2004. He held a variety of leadership positions during his 10+ years at Progressive prior to joining innovative startup pay-per-mile insurer, Metromile in 2014.

At Metromile, Luke led the strategy, development, implementation, and oversight of Metromile's claims program from initial concept to full-scale production with a focus on maximizing process efficiency and developing industry-leading technology.

Luke received a B.S. in Marketing from Baker University where he played basketball for the Wildcats and met his beautiful wife, Brittany. Brittany and Luke are blessed with 4 amazing children: Maverick (2008), twins Hawk and Noelle (2010), and Boomer (2017).

www.linkedin.com/in/luke-harris-01995943

David Wechsler
Workshop Facilitator

David Wechsler

General Manager, Comcast Warranty and Home Insurance Agency

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As GM and licensed producer for Comcast Warranty and Home Insurance Agency, LLC as well as head of IoT Insurance Innovation Dave leads the company’s initiatives with emerging 3rd party partners in areas such as P&C/Home Owners insurance, home warranty and in-home services. This role includes shaping corporate and product strategy as well as day-to-day execution of these partnerships. Prior to joining Comcast, Dave had a 25 year startup career predominantly focused on internet technologies, and in particular, Internet of Things. Over Dave’s entrepreneurial career, he has been on teams that have raised collectively over $24MM in venture and strategic capital as well as had an exit to a public company.

As GM and licensed producer for Comcast Warranty and Home Insurance Agency, LLC as well as head of IoT Insurance Innovation Dave leads the company’s initiatives with emerging 3rd party partners in areas such as P&C/Home Owners insurance, home warranty and in-home services. This role includes shaping corporate and product strategy as well as day-to-day execution of these partnerships. Prior to joining Comcast, Dave had a 25 year startup career predominantly focused on internet technologies, and in particular, Internet of Things. Over Dave’s entrepreneurial career, he has been on teams that have raised collectively over $24MM in venture and strategic capital as well as had an exit to a public company.

Riccardo Reati

Riccardo Reati

Vice President of Digital Transformation Strategy, Zurich North America

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Mike Conlon

Mike Conlon

Vice President - Product Development, QBE North America

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Scott Stevens

Scott Stevens

Vice President of Underwriting, Workers Compensation, AmTrust North America

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Scot Barton

Scot Barton

Head of Business Insurance R&D, Farmers Insurance

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Michelle Rustler

Michelle Rustler

Strategy and Optimization Director, American Family

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Michelle Rustler has over 15 years of diverse multiline insurance experience. She began her career at American Family Insurance as a web copywriter. In her current role as Commercial Lines Business Strategy and Optimization Director, she is responsible for divisional strategy and execution in innovation, technology, and continuous improvement. In prior roles, she led digital, sales enablement, and channel strategy initiatives for Marketing and Sales.

Michelle is a proud alumni of the University of Wisconsin-Madison. She holds insurance licenses in P&C and Life/Health.

Michelle Rustler has over 15 years of diverse multiline insurance experience. She began her career at American Family Insurance as a web copywriter. In her current role as Commercial Lines Business Strategy and Optimization Director, she is responsible for divisional strategy and execution in innovation, technology, and continuous improvement. In prior roles, she led digital, sales enablement, and channel strategy initiatives for Marketing and Sales.

Michelle is a proud alumni of the University of Wisconsin-Madison. She holds insurance licenses in P&C and Life/Health.

Brian Gaab

Brian Gaab

Strategy & Innovation, CSAA

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Shannon Lewandowski

Shannon Lewandowski

Innovation and Digitalization-IoT, American Modern Insurance Group

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Shannon has been with American Modern Insurance group for 14 years starting out as a field adjuster in Michigan. During that time she has held several positions in the claims department from liability adjuster, examiner and trainer. She recently transitioned to the newly formed Innovation and Digital team and heads up IoT.

Shannon has been with American Modern Insurance group for 14 years starting out as a field adjuster in Michigan. During that time she has held several positions in the claims department from liability adjuster, examiner and trainer. She recently transitioned to the newly formed Innovation and Digital team and heads up IoT.

John Consigli

John Consigli

Director, Customer Experience, Prudential

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Kevin Wondra

Kevin Wondra

Head of Innovation, Society Insurance

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Society’s newly-created Innovation Department involves a focus around customer experience and continuous improvement, as well as product management and development. As Director of Innovation, Wondra assists Society through transformative change with a focus on customer expectations, reducing waste and improving efficiencies supported by the scaled agile framework collaborating between business operations and Information Technology.

Prior to this role, Wondra held the position of Director of Sales & Marketing at Society. His responsibilities included planning and implementation of sales, marketing, product and customer experience programs, both short and long range, targeted toward existing and new markets. He led relationship-building with trade associations, agencies, and policyholders, and oversaw sales and marketing efforts and advertising campaigns to drive profitable results.

Previously, Wondra was the Corporate Marketing Manager overseeing a wide range of strategic marketing activities involving brand awareness and promotion, communications, content creation, event execution social engagement, market research and data analytics. Prior to that, Kevin served as a Regional Sales Manager for six years driving sales growth of $10 million in written premium over a geographical footprint across southeast Wisconsin and northern Illinois. Kevin also spent time in customer service as a Field Claims Representative and Field Claims Supervisor in Society’s Property, Auto, and Liability Claims Department.

Wondra has constructed and taught continuing education certification courses involving business income, data breach and leased risks. He was previously the lead presenter of Society's Coverage Difference program, a comprehensive overview of Society's products. He also serves as faculty member for the National Alliance of Insurance Education for their Dynamics of Selling and Dynamics of Carrier/Agency Relationships programs.

Wondra holds a bachelor’s degree in mathematics from the University of Wisconsin-Whitewater and a master’s degree in insurance management from Boston University. He has earned AIC, CPCU and CIC designations. In his spare time, Wondra serves and leads as president of the Walker’s Point Association, a nonprofit neighborhood organization in Milwaukee’s most vibrant and diverse neighborhood.

Society’s newly-created Innovation Department involves a focus around customer experience and continuous improvement, as well as product management and development. As Director of Innovation, Wondra assists Society through transformative change with a focus on customer expectations, reducing waste and improving efficiencies supported by the scaled agile framework collaborating between business operations and Information Technology.

Prior to this role, Wondra held the position of Director of Sales & Marketing at Society. His responsibilities included planning and implementation of sales, marketing, product and customer experience programs, both short and long range, targeted toward existing and new markets. He led relationship-building with trade associations, agencies, and policyholders, and oversaw sales and marketing efforts and advertising campaigns to drive profitable results.

Previously, Wondra was the Corporate Marketing Manager overseeing a wide range of strategic marketing activities involving brand awareness and promotion, communications, content creation, event execution social engagement, market research and data analytics. Prior to that, Kevin served as a Regional Sales Manager for six years driving sales growth of $10 million in written premium over a geographical footprint across southeast Wisconsin and northern Illinois. Kevin also spent time in customer service as a Field Claims Representative and Field Claims Supervisor in Society’s Property, Auto, and Liability Claims Department.

Wondra has constructed and taught continuing education certification courses involving business income, data breach and leased risks. He was previously the lead presenter of Society's Coverage Difference program, a comprehensive overview of Society's products. He also serves as faculty member for the National Alliance of Insurance Education for their Dynamics of Selling and Dynamics of Carrier/Agency Relationships programs.

Wondra holds a bachelor’s degree in mathematics from the University of Wisconsin-Whitewater and a master’s degree in insurance management from Boston University. He has earned AIC, CPCU and CIC designations. In his spare time, Wondra serves and leads as president of the Walker’s Point Association, a nonprofit neighborhood organization in Milwaukee’s most vibrant and diverse neighborhood.

Kristina Tomasetti

Kristina Tomasetti

Strategic Innovation Director, USAA

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Kristina Tomasetti is a Strategic Innovation Director in P&C supporting the Claims team. Kristina has been in the insurance industry for almost 20 years. She began her career with USAA in Norfolk, VA as an entry-level claims adjuster, where she progressed to a catastrophic injury examiner and then into leadership. Kristina has held many positions in leadership, process oversight and innovation. She has overseen USAA’s drone program, stood up machine learning and AI teams, and is guiding how the claims experience evolves as the insurance industry continues on its digital journey. She is now part of a diverse team focused on modernization.

Kristina holds a Bachelor’s of Science degree from Virginia Tech and Master’s of Science from Troy University.

Kristina Tomasetti is a Strategic Innovation Director in P&C supporting the Claims team. Kristina has been in the insurance industry for almost 20 years. She began her career with USAA in Norfolk, VA as an entry-level claims adjuster, where she progressed to a catastrophic injury examiner and then into leadership. Kristina has held many positions in leadership, process oversight and innovation. She has overseen USAA’s drone program, stood up machine learning and AI teams, and is guiding how the claims experience evolves as the insurance industry continues on its digital journey. She is now part of a diverse team focused on modernization.

Kristina holds a Bachelor’s of Science degree from Virginia Tech and Master’s of Science from Troy University.

Puja Samuel

Puja Samuel

Head of Platform, New York Life Ventures

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Puja is head of platform for New York Life Ventures. She is responsible developing strategic partnerships and growth initiatives that drive value for Ventures and New York Life more broadly. Puja has spent 15 years in financial services. She comes to New York Life Ventures from Citi Ventures where she was part of the founding team for the institution’s incubator program. Puja was responsible for designing and implementing strategic growth initiatives enterprise-wide. She oversaw and managed business ideas and problem statements, and served as the primary interface with all key internal business and functional partners. Puja also developed and executed global programs and platforms across Compliance while working for the Global Compliance Architecture group and the office of the Chief Compliance Officer. Prior to Citigroup she was at SBLI USA Mutual Life Insurance Company where she reported directly to the CEO and managed the strategic and operational planning process. She has also worked for firms such as Hertz and McKinsey & Company conducting market research.

In her free time, Puja is a core member of the Women in Technology committee and the Women’s Initiative for New York Life’s Women’s Initiative, serves as a mentor for Cornell Tech’s Studio Program for graduate students, and advises early stage startups on their growth strategy through various accelerator programs.

Puja earned her BS in Finance and Marketing from Fordham University and completed a fintech certification program with MIT.

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Puja is head of platform for New York Life Ventures. She is responsible developing strategic partnerships and growth initiatives that drive value for Ventures and New York Life more broadly. Puja has spent 15 years in financial services. She comes to New York Life Ventures from Citi Ventures where she was part of the founding team for the institution’s incubator program. Puja was responsible for designing and implementing strategic growth initiatives enterprise-wide. She oversaw and managed business ideas and problem statements, and served as the primary interface with all key internal business and functional partners. Puja also developed and executed global programs and platforms across Compliance while working for the Global Compliance Architecture group and the office of the Chief Compliance Officer. Prior to Citigroup she was at SBLI USA Mutual Life Insurance Company where she reported directly to the CEO and managed the strategic and operational planning process. She has also worked for firms such as Hertz and McKinsey & Company conducting market research.

In her free time, Puja is a core member of the Women in Technology committee and the Women’s Initiative for New York Life’s Women’s Initiative, serves as a mentor for Cornell Tech’s Studio Program for graduate students, and advises early stage startups on their growth strategy through various accelerator programs.

Puja earned her BS in Finance and Marketing from Fordham University and completed a fintech certification program with MIT.

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Allen Lay

Allen Lay

Assistant Vice President, P&C Digital, USAA

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Vishal Chawla

Vishal Chawla

Head of Customer Insights, Zurich Insurance

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Natalie Kaschalk

Natalie Kaschalk

Head of Auto Claims Strategy, Farmers Insurance

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Vik Sasi

Vik Sasi

Senior Associate, Amfam Ventures

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Craig Schedler

Craig Schedler

Venture Partner, Northwestern Mutual Future Ventures

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Chris Downer

Chris Downer

Principal, XL Innovate

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Chris Downer is an Associate at XL Innovate focusing on insurtech investments in North America, Europe and Asia. He is responsible for due diligence and deal sourcing. Chris is a board observer at Pillar Technologies, an end-to-end environmental monitoring solution for construction sites and Stonestep, which provides microinsurance as a service in emerging markets.

Before joining XL Innovate, Chris was an Associate in the Alternative Investments and Manager Selection Group within the Investment Management Division of Goldman Sachs. Chris graduated magna cum laude from Dartmouth College, with a BA in Asian and Middle Eastern Studies and a minor in History.

Chris Downer is an Associate at XL Innovate focusing on insurtech investments in North America, Europe and Asia. He is responsible for due diligence and deal sourcing. Chris is a board observer at Pillar Technologies, an end-to-end environmental monitoring solution for construction sites and Stonestep, which provides microinsurance as a service in emerging markets.

Before joining XL Innovate, Chris was an Associate in the Alternative Investments and Manager Selection Group within the Investment Management Division of Goldman Sachs. Chris graduated magna cum laude from Dartmouth College, with a BA in Asian and Middle Eastern Studies and a minor in History.

Matteo Carbone

Matteo Carbone

Founder, IoT Insurance Observatory

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Matteo is Founder and Director of the Connected Insurance Observatory and a Global Insurtech Thought Leader. He is internationally recognized as an insurance industry strategist with a specialisation on innovation. Matteo is author and world-renowned authority on Insurtech - ranked among top international Insurtech Influencers - and he has spoken to audiences worldwide.
Matteo has advised many International Insurance Groups and has wide experience which includes set up of industrial and commercial plans, growth-strategy definition and support in the start-up of new initiatives, digital strategy development, insurance products development, channel strategy and commercial model definition, start-ups mentorship and advice on M&A deals. Before creating the Connected Insurance Observatory, he spent 11 years in Bain & Company’s Financial Service practice. Matteo received his degree in Business Administration from Bocconi University, Milan.

Matteo is Founder and Director of the Connected Insurance Observatory and a Global Insurtech Thought Leader. He is internationally recognized as an insurance industry strategist with a specialisation on innovation. Matteo is author and world-renowned authority on Insurtech - ranked among top international Insurtech Influencers - and he has spoken to audiences worldwide.
Matteo has advised many International Insurance Groups and has wide experience which includes set up of industrial and commercial plans, growth-strategy definition and support in the start-up of new initiatives, digital strategy development, insurance products development, channel strategy and commercial model definition, start-ups mentorship and advice on M&A deals. Before creating the Connected Insurance Observatory, he spent 11 years in Bain & Company’s Financial Service practice. Matteo received his degree in Business Administration from Bocconi University, Milan.

Christopher McDaniel
Workshop Facilitator

Christopher McDaniel

President, RiskBlock Alliance

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Christopher has 25+ years’ experience in the nancial services industry with varied projects and management roles including organizational transformation, process improvement, roadmap development, PMO and all facets of technology. Experience includes projects related to process re-engineering, data analytics, system integration and relationship management. Extensive experience in the Life and Annuity space, with strong industrywide relationships and operational expertise.

Christopher is currently President of The Institutes RiskBlockTM Alliance. The Institutes RiskBlock Alliance is an unprecedented, industry-led consortium collaborating to unlock the potential of blockchain across the insurance industry. RiskBlock will accelerate time to market and adoption through real-world applications and impactful blockchain use cases.

Previously, Christopher was a Specialist Leader in Deloitte Consulting Insurance Practices specializing in Strategy and Operations.

Previous to Deloitte, Christopher was the SVP of Operations & Technology for the Insured Retirement Institute, where he brought together operations, technology and compliance executives across the largest insurance and brokerage companies in the nation into one strategic voice to drive the annuities industry forward. He was also responsible for the management and expansion of the industry standard Straight Through Processing business processing models.

Christopher also served as the Chief Operating Of cer & VP of Annuities Product Management at Apli , the industry provider of the second largest annuities transaction order entry platforms. During his tenure he completed a turn-around of the annuities processing software rm from zero customers in production to 40 during, with a more than doubling of the company’s valuation.

Lastly, Christopher served as a SVP & Chief Information Of cer in Paci c Life’s Broker/Dealer unit. This unit consisted six securities rms with more than 3,000 branch of ces. Christopher was brought in to standardize the technology across all companies, while running the day-to-day technology. Systems implemented tripled securities trading volume while providing 75% improved regulatory compliance with bullet proof disaster preparedness.

Christopher has 25+ years’ experience in the nancial services industry with varied projects and management roles including organizational transformation, process improvement, roadmap development, PMO and all facets of technology. Experience includes projects related to process re-engineering, data analytics, system integration and relationship management. Extensive experience in the Life and Annuity space, with strong industrywide relationships and operational expertise.

Christopher is currently President of The Institutes RiskBlockTM Alliance. The Institutes RiskBlock Alliance is an unprecedented, industry-led consortium collaborating to unlock the potential of blockchain across the insurance industry. RiskBlock will accelerate time to market and adoption through real-world applications and impactful blockchain use cases.

Previously, Christopher was a Specialist Leader in Deloitte Consulting Insurance Practices specializing in Strategy and Operations.

Previous to Deloitte, Christopher was the SVP of Operations & Technology for the Insured Retirement Institute, where he brought together operations, technology and compliance executives across the largest insurance and brokerage companies in the nation into one strategic voice to drive the annuities industry forward. He was also responsible for the management and expansion of the industry standard Straight Through Processing business processing models.

Christopher also served as the Chief Operating Of cer & VP of Annuities Product Management at Apli , the industry provider of the second largest annuities transaction order entry platforms. During his tenure he completed a turn-around of the annuities processing software rm from zero customers in production to 40 during, with a more than doubling of the company’s valuation.

Lastly, Christopher served as a SVP & Chief Information Of cer in Paci c Life’s Broker/Dealer unit. This unit consisted six securities rms with more than 3,000 branch of ces. Christopher was brought in to standardize the technology across all companies, while running the day-to-day technology. Systems implemented tripled securities trading volume while providing 75% improved regulatory compliance with bullet proof disaster preparedness.

Peter North
Workshop Facilitator

Peter North

Vice President, StoneRidge Advisors

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Aviad Pinkovezky

Aviad Pinkovezky

Head of Product, Hippo Insurance

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Aviad Pinkovezky is the Head of Product at Hippo Insurance, where he joined the company as employee number 1. 

Prior to Hippo, Aviad was Sr. Product Manager at LinkedIn (where he led and grew its Company Page ecosystem by nearly 300%), and before that he spent 10 years as an officer in the Israeli Military Intelligence, working closely with engineers and military product managers. 

Aviad holds a B.Sc. in Computer Science from Ben Gurion University and an MBA from Stanford Graduate School of Business.

Aviad Pinkovezky is the Head of Product at Hippo Insurance, where he joined the company as employee number 1. 

Prior to Hippo, Aviad was Sr. Product Manager at LinkedIn (where he led and grew its Company Page ecosystem by nearly 300%), and before that he spent 10 years as an officer in the Israeli Military Intelligence, working closely with engineers and military product managers. 

Aviad holds a B.Sc. in Computer Science from Ben Gurion University and an MBA from Stanford Graduate School of Business.

Stephen Fried
Workshop Facilitator

Stephen Fried

IT Security Director, American Family

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Grant Velie

Grant Velie

Technology and Learner Experience Director, Farmers Insurance

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Philip Edmundson

Philip Edmundson

Founder and CEO, Corvus Insurance

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Phil Edmundson founded Corvus Insurance Holdings to leverage new data and technology in order to effectively bring InsurTech innovation to the commercial insurance industry.  Corvus uses novel sources of data combined with their customer-friendly digital data platform (the CrowBar™) in order to predict and prevent claims, improve underwriting, and provide data analytics and business intelligence to brokers and policyholders.

Phil is the Managing Partner of Edmus Ventures where he invests in InsurTech companies including Verifly, Wellthie, At-Bay, Agentero, and Cover Wallet, and serves on the board of Cover Wallet.

Prior to Corvus, Phil co-founded and served as Chairman & CEO of the brokerage firm William Gallagher Associates (acquired by Arthur J Gallagher in 2015).

Phil Edmundson founded Corvus Insurance Holdings to leverage new data and technology in order to effectively bring InsurTech innovation to the commercial insurance industry.  Corvus uses novel sources of data combined with their customer-friendly digital data platform (the CrowBar™) in order to predict and prevent claims, improve underwriting, and provide data analytics and business intelligence to brokers and policyholders.

Phil is the Managing Partner of Edmus Ventures where he invests in InsurTech companies including Verifly, Wellthie, At-Bay, Agentero, and Cover Wallet, and serves on the board of Cover Wallet.

Prior to Corvus, Phil co-founded and served as Chairman & CEO of the brokerage firm William Gallagher Associates (acquired by Arthur J Gallagher in 2015).

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Daniel Turgel

Daniel Turgel

Founder and Chief Executive Officer, MindHome Insurance

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Daniel Turgel is founder and CEO of MindHome Insurance Company, North America's first dedicated IoT and Smart Home property insurance company.

Daniel previously spent six years at Arch Reinsurance in a variety of underwriting and marketing roles including the establishment of the Shanghai Lloyd's Arch Syndicate branch.

He was most recently at ReSource Pro as a product manager helping develop their analytics and innovation groups. 

Daniel is fluent in Mandarin and holds an MBA in Insurance from the Wharton School and an MA in International Management from the Lauder School at the University of Pennsylvania. 

Daniel lives with his wife and two children in Louisville, Colorado and when not pioneering Smart Home ventures enjoys hiking, skiing and biking.

Daniel Turgel is founder and CEO of MindHome Insurance Company, North America's first dedicated IoT and Smart Home property insurance company.

Daniel previously spent six years at Arch Reinsurance in a variety of underwriting and marketing roles including the establishment of the Shanghai Lloyd's Arch Syndicate branch.

He was most recently at ReSource Pro as a product manager helping develop their analytics and innovation groups. 

Daniel is fluent in Mandarin and holds an MBA in Insurance from the Wharton School and an MA in International Management from the Lauder School at the University of Pennsylvania. 

Daniel lives with his wife and two children in Louisville, Colorado and when not pioneering Smart Home ventures enjoys hiking, skiing and biking.

Stephen Applebaum
Conference Chairman

Stephen Applebaum

Managing Partner, Insurance Solutions Group

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Stephen Applebaum is Managing Partner, Insurance Solutions Group, and a subject matter expert and thought leader providing consulting, advisory, research and strategic M&A services to participants across the entire North American property & casualty insurance ecosystem focused on insurance information technology, claims, innovation, disruption, supply chain, vendor and performance management. Mr. Applebaum is also Senior Advisor to StoneRidge Advisors, an investment banking firm focused exclusively on the insurance industry.

Stephen is a frequent chairman, speaker, moderator and panelist at insurance industry conferences and a frequent contributor of thought leadership articles and papers to insurance industry publications and has a strong passion for coaching, mentoring, business process innovation, studying and applying disruptive technology, and managing organizational change in the property and casualty insurance industry and trading partner communities.

Stephen Applebaum is Managing Partner, Insurance Solutions Group, and a subject matter expert and thought leader providing consulting, advisory, research and strategic M&A services to participants across the entire North American property & casualty insurance ecosystem focused on insurance information technology, claims, innovation, disruption, supply chain, vendor and performance management. Mr. Applebaum is also Senior Advisor to StoneRidge Advisors, an investment banking firm focused exclusively on the insurance industry.

Stephen is a frequent chairman, speaker, moderator and panelist at insurance industry conferences and a frequent contributor of thought leadership articles and papers to insurance industry publications and has a strong passion for coaching, mentoring, business process innovation, studying and applying disruptive technology, and managing organizational change in the property and casualty insurance industry and trading partner communities.

Margaret Resce Milkint

Margaret Resce Milkint

Managing Partner, The Jacobson Group

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Margaret Resce Milkint is Managing Partner of The Jacobson Group and leads the firm’s U.S. Executive Search practice. She handles executive management and actuarial searches on a global basis in the areas of life, property and casualty, healthcare, reinsurance, and consulting (benefits, life and health, property and casualty) for the organization's retained search practice.

Margaret joined the firm more than 25 years ago and has successfully completed search engagements including Board of Director members, CEOs, CMOs, CFOs, COOs, CIOs, CROs, Chief Underwriters and Chief Actuaries. Her international search expertise encompasses disciplines such as actuarial, underwriting, risk, finance and investment, legal, IT, analytics, sales and marketing, and claims. She also plays a significant role in the continued development of the entire organization as a member of Jacobson’s Executive Management Team. Margaret is a key player in establishing cross-border relationships and broadening the firm’s global reach.

An active member of the insurance community, Margaret’s expertise on career and recruiting issues is widely-recognized by several industry publications and associations. As the co-founder of the Women’s Insurance Networking Group (WING), Margaret is a champion of diversity and equality in leadership in the insurance industry. WING was launched as a platform for networking among the insurance industry’s female leaders and enlightened males, those who understand the importance of diversity and equality in leadership in the insurance industry.

In addition to her role with WING, Margaret also sits on the steering committee for the Insurance Supper Club (ISC), which provides a network and forum for senior women in the insurance industry on a global basis. Margaret is also a Board Member of the Illinois Technology Foundation, focusing her involvement on the importance of communication, social media and networking skills for emerging technology professionals.

Margaret is based out of the firm’s U.S. Headquarters in Chicago and can be reached at mmilkint@jacobsononline.com or +1 (312) 884 0410.

Margaret Resce Milkint is Managing Partner of The Jacobson Group and leads the firm’s U.S. Executive Search practice. She handles executive management and actuarial searches on a global basis in the areas of life, property and casualty, healthcare, reinsurance, and consulting (benefits, life and health, property and casualty) for the organization's retained search practice.

Margaret joined the firm more than 25 years ago and has successfully completed search engagements including Board of Director members, CEOs, CMOs, CFOs, COOs, CIOs, CROs, Chief Underwriters and Chief Actuaries. Her international search expertise encompasses disciplines such as actuarial, underwriting, risk, finance and investment, legal, IT, analytics, sales and marketing, and claims. She also plays a significant role in the continued development of the entire organization as a member of Jacobson’s Executive Management Team. Margaret is a key player in establishing cross-border relationships and broadening the firm’s global reach.

An active member of the insurance community, Margaret’s expertise on career and recruiting issues is widely-recognized by several industry publications and associations. As the co-founder of the Women’s Insurance Networking Group (WING), Margaret is a champion of diversity and equality in leadership in the insurance industry. WING was launched as a platform for networking among the insurance industry’s female leaders and enlightened males, those who understand the importance of diversity and equality in leadership in the insurance industry.

In addition to her role with WING, Margaret also sits on the steering committee for the Insurance Supper Club (ISC), which provides a network and forum for senior women in the insurance industry on a global basis. Margaret is also a Board Member of the Illinois Technology Foundation, focusing her involvement on the importance of communication, social media and networking skills for emerging technology professionals.

Margaret is based out of the firm’s U.S. Headquarters in Chicago and can be reached at mmilkint@jacobsononline.com or +1 (312) 884 0410.

Kathy Burger

Kathy Burger

Practice Lead, Insurance and Healthcare, Tata Consultancy Services

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Katherine Burger is a content strategist and editor with Tata Consultancy Services’ Banking, Financial Services & Insurance (BFSI) Platform Marketing Group. She is a thought leader and communicator in the area of business technology, with a particular focus on analyzing the ways technology enables financial services organizations to be more productive, competitive and profitable. Prior to joining TCS in 2015 Kathy served as Editorial Director of Insurance & Technology and Bank Systems & Technology.

Katherine Burger is a content strategist and editor with Tata Consultancy Services’ Banking, Financial Services & Insurance (BFSI) Platform Marketing Group. She is a thought leader and communicator in the area of business technology, with a particular focus on analyzing the ways technology enables financial services organizations to be more productive, competitive and profitable. Prior to joining TCS in 2015 Kathy served as Editorial Director of Insurance & Technology and Bank Systems & Technology.

Tom Rubenacker

Tom Rubenacker

Business Development Officer, Tata Consultancy Services

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Tom Rubenacker is the Director of Business Development in the Banking, Financial Services and Insurance (BFSI) practice of Tata Consultancy Services (TCS). As such Tom has responsibility to work with and acquire new accounts for TCS. Tom’s former role at TCS was the P&C Insurance Domain Consulting Lead for North America. Mr. Rubenacker has over 35 years of insurance company and insurance industry consulting experience. He brings a blend of direct industry business experience (17+ years with insurance carriers) plus 15+ years of business and technology consulting to the industry. His expertise in consulting includes strategic planning, process re-engineering, business architecture, large program implementation, IT portfolio assessment, IT blueprinting / road-mapping, change management, business requirements gathering, IT quality assurance, process modeling, use case modeling and business architecture.

He has led delivery of insurance programs for TCS and for prior consulting firms in numerous areas including Underwriting and Underwriting Operations; Rating and Policy Administration; Customer Service, Finance, Claims Operations and End User Help Desk.

Tom Rubenacker is the Director of Business Development in the Banking, Financial Services and Insurance (BFSI) practice of Tata Consultancy Services (TCS). As such Tom has responsibility to work with and acquire new accounts for TCS. Tom’s former role at TCS was the P&C Insurance Domain Consulting Lead for North America. Mr. Rubenacker has over 35 years of insurance company and insurance industry consulting experience. He brings a blend of direct industry business experience (17+ years with insurance carriers) plus 15+ years of business and technology consulting to the industry. His expertise in consulting includes strategic planning, process re-engineering, business architecture, large program implementation, IT portfolio assessment, IT blueprinting / road-mapping, change management, business requirements gathering, IT quality assurance, process modeling, use case modeling and business architecture.

He has led delivery of insurance programs for TCS and for prior consulting firms in numerous areas including Underwriting and Underwriting Operations; Rating and Policy Administration; Customer Service, Finance, Claims Operations and End User Help Desk.

Pankaj Sinha

Pankaj Sinha

Practice Head - Data & Analytics, BFSI - Insurance, Banking and Insurance Technology Group, Tata Consultancy Services

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Pankaj Sinha heads the Data & Analytics Practice for TCS Insurance unit (within BFSI) which is responsible for providing Strategy, Consulting, Architecture, Implementation, Solution development, Innovation, Research and Competency development services to Insurance & Financial Services organizations in Data, Analytics, Cognitive & AI space across multiple geographies.

Pankaj has over 23+ years of experience in Information Technology sector with expertise spanning across Strategy, Blueprint, Planning, Architecture, Design/Modeling and implementation of complex business systems. Over the years he has led several Consulting and large-scale implementations of Information Management, Digital, BI/Analytics, CRM, Enterprise Applications and Transformation initiatives.

He has significant background in Business Intelligence, Data Warehousing, Data Management, Data Governance, Data Architecture, Data Integration, Big Data, Analytics, Cognitive / AI, Database Platforms and Enterprise Performance Management solutions across multiple industry verticals and technology platforms. He has experience of working with leading organizations in Insurance (P&C, Life, Commercial), Banking & Financial Services, Healthcare (Payers, Providers, PBMs), Automotive, Government, Energy/Utilities and Manufacturing verticals.

He is actively collaborating with leading industry Partners, Startups and Research organizations to develop innovative solutions in Data, Analytics & AI / Machine Learning space aimed at improving business outcome and achieving higher levels of efficiencies across business functions.

Pankaj has been advising senior leaders / executives of several Insurance & Financial Services organizations on Enterprise Data/Analytics Strategy, Data/Analytics Organization Setup, Governance and Program Execution Models to effectively leverage data as strategic asset for improving business growth / revenue, business insights, risk management and operational efficiencies.

Pankaj Sinha heads the Data & Analytics Practice for TCS Insurance unit (within BFSI) which is responsible for providing Strategy, Consulting, Architecture, Implementation, Solution development, Innovation, Research and Competency development services to Insurance & Financial Services organizations in Data, Analytics, Cognitive & AI space across multiple geographies.

Pankaj has over 23+ years of experience in Information Technology sector with expertise spanning across Strategy, Blueprint, Planning, Architecture, Design/Modeling and implementation of complex business systems. Over the years he has led several Consulting and large-scale implementations of Information Management, Digital, BI/Analytics, CRM, Enterprise Applications and Transformation initiatives.

He has significant background in Business Intelligence, Data Warehousing, Data Management, Data Governance, Data Architecture, Data Integration, Big Data, Analytics, Cognitive / AI, Database Platforms and Enterprise Performance Management solutions across multiple industry verticals and technology platforms. He has experience of working with leading organizations in Insurance (P&C, Life, Commercial), Banking & Financial Services, Healthcare (Payers, Providers, PBMs), Automotive, Government, Energy/Utilities and Manufacturing verticals.

He is actively collaborating with leading industry Partners, Startups and Research organizations to develop innovative solutions in Data, Analytics & AI / Machine Learning space aimed at improving business outcome and achieving higher levels of efficiencies across business functions.

Pankaj has been advising senior leaders / executives of several Insurance & Financial Services organizations on Enterprise Data/Analytics Strategy, Data/Analytics Organization Setup, Governance and Program Execution Models to effectively leverage data as strategic asset for improving business growth / revenue, business insights, risk management and operational efficiencies.

Andi Dominguez

Andi Dominguez

Product Marketing Manager, Quadient

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Andi brings over a decade of marketing experience across insurance, financial and consumer industries, to her role as Product Marketing Manager at Quadient. From developing winning strategies to build customer loyalty and engagement for major brands, to using her marketing know-how as a volunteer and working with a national not-for-profit, Andi skillfully leverages her expertise in creating a long-term vision to empower organizations create meaningful connections with customers. Andi holds a M.S. degree from Columbia University in the City of New York.

Andi brings over a decade of marketing experience across insurance, financial and consumer industries, to her role as Product Marketing Manager at Quadient. From developing winning strategies to build customer loyalty and engagement for major brands, to using her marketing know-how as a volunteer and working with a national not-for-profit, Andi skillfully leverages her expertise in creating a long-term vision to empower organizations create meaningful connections with customers. Andi holds a M.S. degree from Columbia University in the City of New York.

Rajiv Shah

Rajiv Shah

Data Scientist, DataRobot

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Rajiv Shah is a data scientist with DataRobot and an Adjunct Assistant Professor at the University of Illinois at Chicago. He has experience in helping insurance companies incorporate automated predictive analytics. Before DataRobot, Rajiv was a data scientist for State Farm and Caterpillar. He has a PhD from the University of Illinois at Urbana Champaign.

Rajiv Shah is a data scientist with DataRobot and an Adjunct Assistant Professor at the University of Illinois at Chicago. He has experience in helping insurance companies incorporate automated predictive analytics. Before DataRobot, Rajiv was a data scientist for State Farm and Caterpillar. He has a PhD from the University of Illinois at Urbana Champaign.

Raghav Jaggi

Raghav Jaggi

Senior Vice President, Global Insurance P&C & F&A Leader, EXL

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Raghav is the Global Client Engagement Lead for EXL's Property & Casualty Insurance Business and co-lead for the Insurance F&A Business. Prior to his current role, Raghav was the Global Lead Partner for EXL’s strategic accounts and co-head for EXL's Insurance Transformation business. He has extensive experience in implementing and managing strategic client engagements. He is a dynamic leader with 17+ years of experience, and has been associated with EXL for 15+ years. Raghav completed his Bachelors in Economics from St. Stephen’s College, Delhi University and attended the Advanced Management Program at Kellogg School of Management.

Raghav is the Global Client Engagement Lead for EXL's Property & Casualty Insurance Business and co-lead for the Insurance F&A Business. Prior to his current role, Raghav was the Global Lead Partner for EXL’s strategic accounts and co-head for EXL's Insurance Transformation business. He has extensive experience in implementing and managing strategic client engagements. He is a dynamic leader with 17+ years of experience, and has been associated with EXL for 15+ years. Raghav completed his Bachelors in Economics from St. Stephen’s College, Delhi University and attended the Advanced Management Program at Kellogg School of Management.

Blake Hill

Blake Hill

VP Business Development Life Insurers, dacadoo Americas

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Blake Hill, FSA FCIA, is VP Life Insurance at dacadoo. In this role Blake supports the growth and development of the Insurance opportunity for dacadoo. Blake previously was Head of Manulife Vitality at Manulife, Canada's largest insurer, where he was responsible for the development, launch, and oversight of the Vitality product in the Canadian market. During this time Blake worked with advisors, customers, and key strategic partners such as Apple to deliver a new innovative insurance to the market. Prior to this role Blake held senior roles in the product development and pricing of individual insurance, group insurance, savings products, and other finance roles. Blake is an Actuary, as a Fellow of both the Society of Actuaries (USA), and Canadian Institute of Actuaries.

Blake Hill, FSA FCIA, is VP Life Insurance at dacadoo. In this role Blake supports the growth and development of the Insurance opportunity for dacadoo. Blake previously was Head of Manulife Vitality at Manulife, Canada's largest insurer, where he was responsible for the development, launch, and oversight of the Vitality product in the Canadian market. During this time Blake worked with advisors, customers, and key strategic partners such as Apple to deliver a new innovative insurance to the market. Prior to this role Blake held senior roles in the product development and pricing of individual insurance, group insurance, savings products, and other finance roles. Blake is an Actuary, as a Fellow of both the Society of Actuaries (USA), and Canadian Institute of Actuaries.

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Tammi Shapiro

Tammi Shapiro

VP Electronic Payments Product Management & Strategy, Fiserv

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Tammi Shapiro is Vice President of Product Management and Strategy for the Electronic Payments division at Fiserv where she is responsible for new and emerging digital payments products. Tammi has nearly 15 years of experience in the fintech space. Prior to Fiserv, she was Director of Product Strategy at CashEdge and also held management roles in product management and marketing at American Express. Tammi received her BA from Northwestern University and an MBA from The Wharton School at the University of Pennsylvania. She resides in New York, NY.

Tammi Shapiro is Vice President of Product Management and Strategy for the Electronic Payments division at Fiserv where she is responsible for new and emerging digital payments products. Tammi has nearly 15 years of experience in the fintech space. Prior to Fiserv, she was Director of Product Strategy at CashEdge and also held management roles in product management and marketing at American Express. Tammi received her BA from Northwestern University and an MBA from The Wharton School at the University of Pennsylvania. She resides in New York, NY.

Brent Williams

Brent Williams

Founder, Chief Executive Officer, Benekiva

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Brent Williams is the Founder and CEO of an InsurTech company called Benekiva. He is a trusted advisor, speaker, educator and writer with a passion for sharing and collaborating on what he has learned. Brent is an experienced Financial Advisor with life Insurance, risk management, and investment experience. His mission is to provide innovation in the insurance industry with a “beneficiary first” mindset and digital transformation technology.

Brent is passionate about helping organizations think "Beneficiary First" with their processes and customer experiences.

Brent Williams is the Founder and CEO of an InsurTech company called Benekiva. He is a trusted advisor, speaker, educator and writer with a passion for sharing and collaborating on what he has learned. Brent is an experienced Financial Advisor with life Insurance, risk management, and investment experience. His mission is to provide innovation in the insurance industry with a “beneficiary first” mindset and digital transformation technology.

Brent is passionate about helping organizations think "Beneficiary First" with their processes and customer experiences.

Nick Leimer

Nick Leimer

Principal Insurance Industry Lead, Azure, Microsoft

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Nick Leimer is the Principal Insurance Industry Lead for Azure. Nick brings 20+ years of experience bridging the business and IT gap in application development, operations, and infrastructure. Before joining Microsoft, Mr. Leimer was the Senior Director for Actuarial Compute at Manulife leading the migration of LAN based HPC Farms to the Azure environment for all of Asia; including all desktop Moody’s / GGY Axis users and data feeds. Prior to Manulife, his career progressed through developing applications for Actuarial Valuation and Projection including components of ArcVal and Prophet, the Defined Benefit area with the Pension Benefit Guarantee Corporation (BPGC), and leading life insurers, AIG and Manulife.

Nick Leimer is the Principal Insurance Industry Lead for Azure. Nick brings 20+ years of experience bridging the business and IT gap in application development, operations, and infrastructure. Before joining Microsoft, Mr. Leimer was the Senior Director for Actuarial Compute at Manulife leading the migration of LAN based HPC Farms to the Azure environment for all of Asia; including all desktop Moody’s / GGY Axis users and data feeds. Prior to Manulife, his career progressed through developing applications for Actuarial Valuation and Projection including components of ArcVal and Prophet, the Defined Benefit area with the Pension Benefit Guarantee Corporation (BPGC), and leading life insurers, AIG and Manulife.

John Heffernan

John Heffernan

Sr Sales Director – Claims, Americas, Octo Telematics

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John Heffernan is the North America Senior Sales Director of Claims at Octo Telematics. He partners with insurance companies throughout the U.S. and Canada to reduce claim cycle time and loss adjustment expenses by integrating forensic telematics data into their claims processes.  John has worked in the insurance industry for over 35 years with leading insurers including Progressive and State Auto. His strategic leadership and industry insights help insurers navigate the shifting technology landscape to increase revenues and proactively service policyholders.

John Heffernan is the North America Senior Sales Director of Claims at Octo Telematics. He partners with insurance companies throughout the U.S. and Canada to reduce claim cycle time and loss adjustment expenses by integrating forensic telematics data into their claims processes.  John has worked in the insurance industry for over 35 years with leading insurers including Progressive and State Auto. His strategic leadership and industry insights help insurers navigate the shifting technology landscape to increase revenues and proactively service policyholders.

Dennis DeGregor

Dennis DeGregor

WW General Manager, CX, RedPoint Global

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Dennis DeGregor is a globally recognized Customer Experience (CX) industry pioneer and innovator.  He has held EVP/SVP/VP and Chief CX officer positions at Bank of America, Allstate and Merrill Lynch.  Dennis is the author of The Customer Transparent Enterprise, which was nominated for a Forrester Groundswell Award. He is currently Worldwide General Manager, CX, at RedPoint Global.

Dennis DeGregor is a globally recognized Customer Experience (CX) industry pioneer and innovator.  He has held EVP/SVP/VP and Chief CX officer positions at Bank of America, Allstate and Merrill Lynch.  Dennis is the author of The Customer Transparent Enterprise, which was nominated for a Forrester Groundswell Award. He is currently Worldwide General Manager, CX, at RedPoint Global.

Marco Toja

Marco Toja

Chief Executive Officer, See Your Box

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Marco Toja is CEO of See Your Box UK and CH. He has started the company with two friends in 2014 and led it ever since through a seed round and the round A, growing it to 10 people as of today. Serial entrepreneur with a 25-year experience, both as a strategic consultant and manager specialised in sales restructuring and M&A. Marco has been an active player in the technology (Internet Telecom), Retail and Consumer Goods Industry. Former McKinsey consultant, he has a long time service record within the clean tech industry for the UK government. Previously, as DTC deputy sales director, he has managed not-diamond related activities in 72 countries around the world. Marco started his career buying a T1 supplier in 1995 and followed by serving as a civil contractor for NATO in Brussels.

Marco Toja is CEO of See Your Box UK and CH. He has started the company with two friends in 2014 and led it ever since through a seed round and the round A, growing it to 10 people as of today. Serial entrepreneur with a 25-year experience, both as a strategic consultant and manager specialised in sales restructuring and M&A. Marco has been an active player in the technology (Internet Telecom), Retail and Consumer Goods Industry. Former McKinsey consultant, he has a long time service record within the clean tech industry for the UK government. Previously, as DTC deputy sales director, he has managed not-diamond related activities in 72 countries around the world. Marco started his career buying a T1 supplier in 1995 and followed by serving as a civil contractor for NATO in Brussels.

Scott Harris

Scott Harris

Chief Executive Officer, Social Survey

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Scott Harris is passionately a Dad to his 4 children and Pops to his 3-year-old grandson. Additionally, he is the CEO and Co-Founder of Buyer’s Road, Inc. and the primary innovator of the SocialSurvey® platform. Prior to founding Buyer’s Road, he held senior executive positions in both financial mortgage lending and real estate companies. Scott has been creating technology solutions in the mortgage and real estate industries for over the last 15 years. He can be reached at scott@socialsurvey.com

Scott Harris is passionately a Dad to his 4 children and Pops to his 3-year-old grandson. Additionally, he is the CEO and Co-Founder of Buyer’s Road, Inc. and the primary innovator of the SocialSurvey® platform. Prior to founding Buyer’s Road, he held senior executive positions in both financial mortgage lending and real estate companies. Scott has been creating technology solutions in the mortgage and real estate industries for over the last 15 years. He can be reached at scott@socialsurvey.com

Dave Giordano

Dave Giordano

President/Founder, Technology Services Group

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Dave Giordano is the Founder and President of TECHNOLOGY SERVICES GROUP (TSG), a Chicago technology consulting firm with 40+ enterprise content management (ECM) consultants. Previous to founding TSG in 1996, Dave worked for nine years for Accenture (Andersen Consulting).

TSG was founded with the mission to provide deep content management resources and software across multiple industries. Dave continues to be heavily involved in many active clients, vendor partnerships, and all R&D efforts. Dave brings deep content management experience to the insurance industry with over 75% of TSG's active clients being some of the country's largest insurance carriers. TSG specializes in migrating insurance clients from legacy platforms to modern document management systems in the Cloud.

Dave is the primary editor and author of the TSG BLOG. The blog is very active within the ECM community and often quoted in other ECM articles.

Dave Giordano is the Founder and President of TECHNOLOGY SERVICES GROUP (TSG), a Chicago technology consulting firm with 40+ enterprise content management (ECM) consultants. Previous to founding TSG in 1996, Dave worked for nine years for Accenture (Andersen Consulting).

TSG was founded with the mission to provide deep content management resources and software across multiple industries. Dave continues to be heavily involved in many active clients, vendor partnerships, and all R&D efforts. Dave brings deep content management experience to the insurance industry with over 75% of TSG's active clients being some of the country's largest insurance carriers. TSG specializes in migrating insurance clients from legacy platforms to modern document management systems in the Cloud.

Dave is the primary editor and author of the TSG BLOG. The blog is very active within the ECM community and often quoted in other ECM articles.

Dawn Mortimer

Dawn Mortimer

Assistant Vice President, IoT/Telematics Personal Auto Product Development, Verisk

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Dawn Mortimer is the assistant vice president of IoT/Telematics Claims Product Management at Verisk Insurance Solutions/ISO. Before that, Dawn was with Guidewire Software as the market strategy director for data and analytics; she was innovation director at American Family Insurance. Dawn’s background of insurance for the past 29 years has been to serve the industry in many capacities, such as strategy, marketing, I/S, claims, agency, and product lines. She is responsible for leading the claims efforts around IoT/Telematics with suppliers and insurance companies to develop new products, services, and business opportunities.

Dawn has her master’s degree in business administration. She is also a Project Management Professional with the Project Management Institute, is a certified Usability Specialist with Human Factors International, has a certification in Alliance Management from the Association of Strategic Alliance Professionals, and has her Fraud Claim Law Associate designation from American Educational Institute (AEI). Dawn’s experience with project management, technology, usability, and market development is critical to working with partners to leverage the Internet of Things for the future.

Dawn Mortimer is the assistant vice president of IoT/Telematics Claims Product Management at Verisk Insurance Solutions/ISO. Before that, Dawn was with Guidewire Software as the market strategy director for data and analytics; she was innovation director at American Family Insurance. Dawn’s background of insurance for the past 29 years has been to serve the industry in many capacities, such as strategy, marketing, I/S, claims, agency, and product lines. She is responsible for leading the claims efforts around IoT/Telematics with suppliers and insurance companies to develop new products, services, and business opportunities.

Dawn has her master’s degree in business administration. She is also a Project Management Professional with the Project Management Institute, is a certified Usability Specialist with Human Factors International, has a certification in Alliance Management from the Association of Strategic Alliance Professionals, and has her Fraud Claim Law Associate designation from American Educational Institute (AEI). Dawn’s experience with project management, technology, usability, and market development is critical to working with partners to leverage the Internet of Things for the future.

Silvia Madrigal

Silvia Madrigal

Senior Business Development Executive, IoT, SiLabs

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Silvia Madrigal is a Senior Business Development Executive in IoT. With a track record of developing businesses globally, Silvia has established strategies, business models, channels, teams, and operations to enter new markets, open new verticals, and deliver exponential growth. She formerly held leadership roles with Alarm.com, GE, and a Blockchain startup. An avid volunteer, Silvia co-chaired the Wharton DC Club Tech Forum, chaired GE Women’s Network mentorship committee, and served on the World Affairs and Water Councils. Silvia has a BA in International Relations from St John’s University and completed an Executive Finance program at The Wharton School. She joined SiLabs as Business Development Executive for the Americas to create new markets in the Smart Home IoT space across insurance, home health, among others.

Silvia Madrigal is a Senior Business Development Executive in IoT. With a track record of developing businesses globally, Silvia has established strategies, business models, channels, teams, and operations to enter new markets, open new verticals, and deliver exponential growth. She formerly held leadership roles with Alarm.com, GE, and a Blockchain startup. An avid volunteer, Silvia co-chaired the Wharton DC Club Tech Forum, chaired GE Women’s Network mentorship committee, and served on the World Affairs and Water Councils. Silvia has a BA in International Relations from St John’s University and completed an Executive Finance program at The Wharton School. She joined SiLabs as Business Development Executive for the Americas to create new markets in the Smart Home IoT space across insurance, home health, among others.

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Gina Minick

Gina Minick

Director of Product, Insurance Solutions, Arity

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Gina Minick is a Director of Product, Insurance Solutions at Arity. Gina is focused on enabling insurance companies to execute on their goals around telematics. Prior to her current role, she was an integral part of the countrywide rollout of Drivewise, the Allstate Insurance telematics program. She also led the product strategy and implementation for Allstate Rewards, a program that rewards safe drivers. Gina has also served in numerous other areas at Allstate Insurance including Risk Management, Catastrophe Management, and Marketing before joining Arity. Prior to Allstate, Gina spent time at Progressive Insurance in Competitive Intelligence and Commercial Auto. She enjoys Product Management and the opportunity to help solve customer needs through a different way of thinking to come up with innovative approaches to fixing insurance companies biggest challenges.

Gina Minick is a Director of Product, Insurance Solutions at Arity. Gina is focused on enabling insurance companies to execute on their goals around telematics. Prior to her current role, she was an integral part of the countrywide rollout of Drivewise, the Allstate Insurance telematics program. She also led the product strategy and implementation for Allstate Rewards, a program that rewards safe drivers. Gina has also served in numerous other areas at Allstate Insurance including Risk Management, Catastrophe Management, and Marketing before joining Arity. Prior to Allstate, Gina spent time at Progressive Insurance in Competitive Intelligence and Commercial Auto. She enjoys Product Management and the opportunity to help solve customer needs through a different way of thinking to come up with innovative approaches to fixing insurance companies biggest challenges.

Jason Verlen

Jason Verlen

Senior Vice President, Product Management, CCC

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Jason Verlen is Senior Vice President of Project Management for CCC Information Services Inc.  He has extensive experience in the software industry with specific expertise in product management, big data, and analytics.  Before joining CCC in May 2015 Jason spent five years at IBM where he was VP of Big Data Analytics.  Prior to IBM, he was VP of Product Management for SPSS, a predictive analytics software company.  Jason earned a B.S. degree in Computer Science from Northwestern University and an MBA from the University of Chicago. 

Jason Verlen is Senior Vice President of Project Management for CCC Information Services Inc.  He has extensive experience in the software industry with specific expertise in product management, big data, and analytics.  Before joining CCC in May 2015 Jason spent five years at IBM where he was VP of Big Data Analytics.  Prior to IBM, he was VP of Product Management for SPSS, a predictive analytics software company.  Jason earned a B.S. degree in Computer Science from Northwestern University and an MBA from the University of Chicago. 

Sarah Johnson

Sarah Johnson

Sr. Industry Solutions Architect, Kofax

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Sarah Johnson is a financial services industry solutions architect for Kofax. She previously spent nearly two decades in the financial industry, working for institutions including Linsco Private Ledger (LPL), Sun America/AIG, Wells Fargo, Bank of America, and National Asset Direct Capital Markets. Her experience includes banking, financial advisory, insurance services and mortgage.

Sarah Johnson is a financial services industry solutions architect for Kofax. She previously spent nearly two decades in the financial industry, working for institutions including Linsco Private Ledger (LPL), Sun America/AIG, Wells Fargo, Bank of America, and National Asset Direct Capital Markets. Her experience includes banking, financial advisory, insurance services and mortgage.

Brad Cowan

Brad Cowan

Senior Vice President, Paul Davis Restoration

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Brad Cowan has been the Senior Vice President at Paul Davis Restoration since 2015. Over the past 28 years, Brad has worked with insurance companies across North America supporting claims on both the property and auto side. Brad spent 24 years at Enterprise Rent-A-Car as the Vice President supporting carriers and body shops and now oversees the Business Development and Quality Assurance Teams at Paul Davis Restoration.

Brad Cowan has been the Senior Vice President at Paul Davis Restoration since 2015. Over the past 28 years, Brad has worked with insurance companies across North America supporting claims on both the property and auto side. Brad spent 24 years at Enterprise Rent-A-Car as the Vice President supporting carriers and body shops and now oversees the Business Development and Quality Assurance Teams at Paul Davis Restoration.

Rahul Dubey

Rahul Dubey

SVP, Global Head - Intelligent Business Automation, Persistent Systems

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Philippe Lafreniere

Philippe Lafreniere

Chief Growth Officer, Slice Labs

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Philippe Lafreniere is Chief Growth Officer at Slice. Philippe brings over 25 years of global insurance technology experience to the role, where he is focused on building more meaningful relationships with companies committed to becoming digital insurers and serving the needs of the on-demand economy.

As Chief Growth Officer, Philippe works with carriers globally to partner on the development of realistic plans for creating new digital insurance products serving business and consumer end-customers. As a member of the Slice Executive team he also infuses product development and marketing strategies to help refine ICS. For more info www.slice.is.

Philippe is a proven insurance industry executive with a bench of experience in product management, product marketing and sales for various global, industry-leading technology companies. Before joining Slice, he served as Senior Vice President of Product Marketing at EIS Group, where he was responsible for helping global insurers transform into agile, digital enterprises. Prior to that, he served as Vice President of Product Innovation at iter8, as well as Director of Product Marketing and Management at Camilion Solutions, where he helped scale the company before its acquisition to SAP in 2013.

A graduate of the Insurance Institute of Canada, he received his C.I.P. before completing an Executive Program in Strategy and Innovation from MIT Sloan School of Management. Philippe is a frequent speaker and contributor at insurance events globally.

Philippe Lafreniere is Chief Growth Officer at Slice. Philippe brings over 25 years of global insurance technology experience to the role, where he is focused on building more meaningful relationships with companies committed to becoming digital insurers and serving the needs of the on-demand economy.

As Chief Growth Officer, Philippe works with carriers globally to partner on the development of realistic plans for creating new digital insurance products serving business and consumer end-customers. As a member of the Slice Executive team he also infuses product development and marketing strategies to help refine ICS. For more info www.slice.is.

Philippe is a proven insurance industry executive with a bench of experience in product management, product marketing and sales for various global, industry-leading technology companies. Before joining Slice, he served as Senior Vice President of Product Marketing at EIS Group, where he was responsible for helping global insurers transform into agile, digital enterprises. Prior to that, he served as Vice President of Product Innovation at iter8, as well as Director of Product Marketing and Management at Camilion Solutions, where he helped scale the company before its acquisition to SAP in 2013.

A graduate of the Insurance Institute of Canada, he received his C.I.P. before completing an Executive Program in Strategy and Innovation from MIT Sloan School of Management. Philippe is a frequent speaker and contributor at insurance events globally.

Raj Pofale

Raj Pofale

Founder and Chief Executive Officer, Claim Genius

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Raj Pofale is a Founder & CEO of Claim Genius. He is a veteran technology executive with over 20 years experience for world class wall street enterprises. With his passion for technology & entrepreneurial skills he invented this disruptive AI product which will make the “Touchless Claims” a reality. Claim Genius is a merely 19 months old company young company but under Raj’s leadership its rapidly getting recognition as a disruptive InsureTech company. Currently it has got prospects in US, UK, LATM & Asia. Claim Genius grew from 7 people in 2017 to over 40 people in 2018.

Raj Pofale is a Founder & CEO of Claim Genius. He is a veteran technology executive with over 20 years experience for world class wall street enterprises. With his passion for technology & entrepreneurial skills he invented this disruptive AI product which will make the “Touchless Claims” a reality. Claim Genius is a merely 19 months old company young company but under Raj’s leadership its rapidly getting recognition as a disruptive InsureTech company. Currently it has got prospects in US, UK, LATM & Asia. Claim Genius grew from 7 people in 2017 to over 40 people in 2018.

Jane Wang

Jane Wang

Chief Executive Officer, Optimity

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Jane is the CEO of Optimity, a digital platform for insurers to cross-sell and provide personalized mobile-1st support for policyholders throughout their life journey. Prior to Optimity, Jane worked in global clinical trials as a technologist and risk specialist innovating in digital engagement for patients in North America, Asia and the EU. North America to reduce patient deaths. She also spent time as a management consultant at IMS Health using segmentation profiling and data-analytics to guide strategy in sales optimization for big pharma. At Optimity, Jane leads the design of their technology which gathers rich datasets from policyholders using mobile phones, wearables, dynamic health and wealth assessments, and calendars.The platform utilizes machine-learning algorithms to adapt content and offerings to boost persistency, enable cross-selling, and improve longevity of policyholders.

Jane is the CEO of Optimity, a digital platform for insurers to cross-sell and provide personalized mobile-1st support for policyholders throughout their life journey. Prior to Optimity, Jane worked in global clinical trials as a technologist and risk specialist innovating in digital engagement for patients in North America, Asia and the EU. North America to reduce patient deaths. She also spent time as a management consultant at IMS Health using segmentation profiling and data-analytics to guide strategy in sales optimization for big pharma. At Optimity, Jane leads the design of their technology which gathers rich datasets from policyholders using mobile phones, wearables, dynamic health and wealth assessments, and calendars.The platform utilizes machine-learning algorithms to adapt content and offerings to boost persistency, enable cross-selling, and improve longevity of policyholders.

Alexandre Dalyac

Alexandre Dalyac

CEO and Co-founder, Tractable

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Alex Dalyac is co-founder & CEO of Tractable, an artificial intelligence company specialized in visual tasks for traditional industries. The company’s current focus is insurance and automotive, where its AI predicts the cost to repair a vehicle based on photos of the damage. Its products are used by leading insurers in Europe and North America. Tractable was spun off from Alex’s research at Imperial College London, where he led the Computing department’s first industrial application of deep learning. Prior to research, Alex was a hedge fund quant, and an early employee of Lazada (acq Alibaba $1.5B).

Alex Dalyac is co-founder & CEO of Tractable, an artificial intelligence company specialized in visual tasks for traditional industries. The company’s current focus is insurance and automotive, where its AI predicts the cost to repair a vehicle based on photos of the damage. Its products are used by leading insurers in Europe and North America. Tractable was spun off from Alex’s research at Imperial College London, where he led the Computing department’s first industrial application of deep learning. Prior to research, Alex was a hedge fund quant, and an early employee of Lazada (acq Alibaba $1.5B).

Paul Vacquier

Paul Vacquier

Business and Legal Affairs, Flo Technologies

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Paul Vacquier is head of Business Affairs and Legal at Flo Technologies. Mr. Vacquier has extensive experience with early stage technology development, business planning, investment and growth. Prior to joining Flo, Mr. Vacquier represented insurance companies and their insureds in construction and business litigation. At Flo, Mr. Vacquier oversees a variety of strategic insurance partnerships.

Paul Vacquier is head of Business Affairs and Legal at Flo Technologies. Mr. Vacquier has extensive experience with early stage technology development, business planning, investment and growth. Prior to joining Flo, Mr. Vacquier represented insurance companies and their insureds in construction and business litigation. At Flo, Mr. Vacquier oversees a variety of strategic insurance partnerships.

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Joseph D’Souza

Joseph D’Souza

Chief Executive Officer, ProNavigator

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Joseph D’Souza is a passionate business builder, with more than a decade of experience in founding and growing companies. He is adept at finding market opportunity and delivering tangible business outcomes. Equal parts operation and execution, he is a born problem solver who isn’t afraid to roll-up-his sleeves to get the job done.

As the Founder and CEO of ProNavigator, he is using AI to reinvent customer service and drive growth in the insurance industry. An industry ripe for innovation, he helps insurance agencies and carries increase sales, retention and productivity by extending the capabilities of their existing team.

Prior to ProNavigator, Joseph successfully built three companies from the ground-up in India where he lived until 2012. He sold his first company, LifeSong, at 28 years old after servicing globally recognized hospitality brands such as the Four Seasons, Taj and Marriott groups. He is also the Co-Founder of Start Early India, a non-profit that has been running a free school for less privileged children in Mumbai since 2010.

Joseph D’Souza is a passionate business builder, with more than a decade of experience in founding and growing companies. He is adept at finding market opportunity and delivering tangible business outcomes. Equal parts operation and execution, he is a born problem solver who isn’t afraid to roll-up-his sleeves to get the job done.

As the Founder and CEO of ProNavigator, he is using AI to reinvent customer service and drive growth in the insurance industry. An industry ripe for innovation, he helps insurance agencies and carries increase sales, retention and productivity by extending the capabilities of their existing team.

Prior to ProNavigator, Joseph successfully built three companies from the ground-up in India where he lived until 2012. He sold his first company, LifeSong, at 28 years old after servicing globally recognized hospitality brands such as the Four Seasons, Taj and Marriott groups. He is also the Co-Founder of Start Early India, a non-profit that has been running a free school for less privileged children in Mumbai since 2010.

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