EVP, GLOBAL PROPERTY PRACTICE LEADER —
LOCKTON COMPANIES

Mike has more than 25 years of experience in the insurance industry. His career began as an engineer with IRI before he transitioned into the brokerage side of the business. He has spent most of his brokerage time working as an engineer-broker placing worldwide complex risks and holding various leadership roles within various firms. Mike has experience marketing all classes of business with particular emphasis on technical risks.

GLOBAL PROGRAMS AND CAPTIVES REGIONAL DIRECTOR, AMERICAS — AXA XL

Steven Bauman is AXA XL's Director of Global Programs & Captives practice, Americas. Based in New York, he oversees the growth and development of AXA XL’s global insurance programs and captive business in the Americas. Steven provides technical support across business lines in structuring global captive programs; ensures captive programs are in compliance and following best practices; and works with AXA XL clients and broking partners to develop new and innovative captive products.

Steven has more than 30 years of experience in corporate insurance and captive services on both the broker and insurance company sides of the business. He joined AXA XL in May 2017 from Zurich Insurance Group where he most recently served as Head of Captive Services. Prior to his tenure at Zurich North America, Mr. Bauman worked for Aon and before that at XL Insurance managing its New York office.

He is a graduate of Colgate University and holds a Master’s from Stevens Institute of Technology.

EVP, SPECIALTY PRACTICES AND FINANCIAL SERVICES PRACTICE LEADER — LOCKTON COMPANIES

Devin is an Executive Vice President and Financial Services Practice Leader for Lockton, Inc., the world’s largest privately held, independent insurance broker and consultant. Devin leads the practice responsible for advising clients on strategy, execution and recovery for D&O, E&O, cyber/privacy, employment practices, fiduciary/ ERISA, fidelity and related insurance products and services. Devin has deep expertise in advising clients experiencing significant corporate change, including M&A, bankruptcy, restructuring, public offerings and litigation.

Prior to joining Lockton in August 2019, Devin was with Marsh for 28 years. Since January 2015, he led the financial and professional (FINPRO) group in the U.S. and Canada.

CLAIM UNIT MANAGER —
OLD REPUBLIC RISK MANAGEMENT

John Boettcher has 36+ years of experience in the insurance industry. He currently oversees the Corporate Claim Team at Old Republic Risk Management. Prior to joining Old Republic, John was the Corporate Claims Manager for QPS Employment Group. Before that role he was a claims leader for various insurance companies, including Travelers Insurance, Royal & Sun Alliance, and Fremont Comp. His experience as a leader in the staffing and insurance industries provides insight into claims issues for both insurers and employers.

John is a graduate of the University of Wisconsin—Whitewater, with a bachelor of business administration degree in finance and holds CPCU, AIC, and AIM insurance designations.

PRESIDENT — ASCOT RE U.S.

Rory is President of Ascot Re U.S. with responsibility for all Ascot’s reinsurance solutions throughout the U.S. Prior to this, he was CEO of Ascot’s MGU, Ethos Specialty, having joined the organization at inception in 2017. Rory joined Ascot in 2009, initially serving as President of Ascot Underwriting U.S. in Chicago.

Rory began his career in primary insurance in 1982, moving in 1986 into the reinsurance space serving in senior management positions at National Re, Gen Re and CNA Re, before becoming the founding CEO of MGU, DirectFac, in 2004.

EVP, DIRECTOR — RISK CONSULTING —
LOCKTON COMPANIES

Vincent Gaffigan leads Lockton’s Risk Consulting Practice for its Property and Casualty operations.

In this capacity, Vincent collaborates with Fortune 1000 clients to develop well- defined, multiyear strategies for managing risk. These solutions are delivered through a consulting framework and designed to support the client’s operational and financial objectives. In a rapidly changing market environment, efforts may include assistance with risk identification, evaluation of mitigation techniques, quantification of risk tolerance thresholds, and analysis of program structures. Vincent also works closely with Lockton’s client teams to engage specialized resources and provide support around market negotiations.

With over 30 years of Property and Casualty broking and underwriting experience, Vincent is well versed in most Property/Casualty rating plans, including large deductibles, self- insurance, captives, and alternate risk structures. His background spans multiple industry sectors, which he leverages for the benefit of his clients.

In 2011, Vincent was named a “Power Broker” by Risk and Insurance Magazine. He is a frequent speaker at industry events and has published numerous articles on risk management challenges.

HEAD OF NORTH AMERICA —
BERKSHIRE HATHAWAY SPECIALTY INSURANCE

Sanjay Godhwani is Head of North America, Casualty, Executive & Professional Lines, Healthcare, Property, Medical Stop Loss, Small Business platform, Surety and Programs business at Berkshire Hathaway Specialty Insurance. Sanjay has been in the insurance industry for over 25 years. Prior to joining BHSI, he was President of AIG Latin America and Caribbean and Property Product Line Leader, AIG Property Casualty in the U.S. and Canada.

SENIOR VICE PRESIDENT, FINANCIAL LINES AND HEALTHCARE — CNA

Steve serves as Senior Vice President of CNA’s Financial Lines and Healthcare business units. In this role, he is responsible for the overall direction, including the strategic, operational and production plans, across these product lines. He joined CNA in 2023.

Steve brings to CNA more than 20 years of deep leadership experience in the insurance industry. He began his insurance career at AIG, joining the carrier as a Vice President, underwriting transactional risk (TR) products, including representations and warranties, and tax opinion insurance. At AIG, Steve eventually became a Senior Vice President on the Financial Institutions (FI) team, focusing on insurance companies, banks and asset managers (mutual funds and alternative strategies).

In 2008, Steve joined ACE, initially serving as Senior Vice President, leading the FI team, and eventually starting the TR team. He remained at ACE through its merger with Chubb and was responsible for the integration and leadership of the two carriers’ FI and TR units.

From July 2018 through August 2020, Steve served as Executive Vice President of Chubb Overseas General Insurance, leading the company’s financial lines business in approximately 40 countries outside of North America. Beginning in August 2020, Steve was promoted to Vice President, Chubb Group, and Division President, North America Financial Lines.

Steve holds a Bachelor’s of Science in Economics degree from The Wharton School of the University of Pennsylvania, and obtained his J.D. and LLM (Tax) from the New York University School of Law.

SENIOR PARTNER — MCKINSEY & COMPANY

Chris Hagedorn is a Senior Partner and leader of McKinsey’s Transformation (MT) practice based in St. Louis. He leads McKinsey’s Transformation activities for the Chemicals and Agriculture sector, as well as MT’s Accelerated Transformation in Mergers efforts designed to maximize sustainable transformational value creation in M&A deals

Chris is a seasoned leader with a track record for delivering transformational impact across multiple industries, for companies of all sizes, from PE portfolio to Fortune 100 companies.

He has designed and led numerous comprehensive transformations over the past five years and has also served in various senior executive and Business Unit President roles (including Chief Transformation Officer (CTO)) for a decade for a leading global energy and mining company. As part of these transformations, Chris has deep experience in designing and leading all aspects of these transformation efforts.

Typically serves as the lead transformation-experienced partner on large scale MT / RTS Transformations, playing roles ranging from lead partner to full-time CTO to CTO coach; Example: Designed and led multi-year global company-wide transformation for Fortune 100 Chemicals and Agriculture company yielding >$2.0B in recurring EBITDA improvement

Client service experience focuses across asset-intensive industries and includes: Chemicals, Agriculture, Metals & Mining, Energy and Utilities, Consumer Packaged Goods, Electronics and High Tech, IT Services, Private Equity

Experience with managing and optimizing large global asset networks, including manufacturing sites, office locations, and multi-use real estate holdings

MANAGING DIRECTOR, U.S. CYBER & TECHNOLOGY CLAIMS LEADER — LOCKTON COMPANIES

Deb leads Lockton’s Cyber & Technology Claims Practice and is responsible for supporting the cyber claims advocates in the U.S. on all cyber claim-related issues.

She works closely with her counterparts in product, risk consulting and analytics to ensure that policy language is consistently improved, that clients know about and have access to their insurers’ pre- and post-loss offerings, and that clients remain informed and apprised of industry trends and developments. She frequently speaks on panels addressing cyber exposures and risk management, including ransomware and incident response issues.

Deb has significant experience in cyber, technology errors and omissions, and miscellaneous professional liability claims. She has handled numerous complex claims, including ransomware incidents, third-party privacy class actions and business interruption matters. In addition to her claims background, Deb has extensive experience as an insurance coverage attorney.

VP, P&C ANALYTICS MANAGER —
LOCKTON COMPANIES

As the P&C Analytics Manager, Scott ensures the appropriate analytic experts are engaged to facilitate optimal client decision making. He works with clients to understand their strategic priorities and develops tailored, analytic solutions to properly address each client’s unique needs. After the metrics have been provided, Scott helps companies interpret the data to ensure they can make informed decisions and achieve superior results. He has gained experience with both regional and global accounts by working with clients in a variety of industries, including manufacturing, transportation, energy and healthcare.

SR. RISK MANAGEMENT SPECIALIST —
HELENA AGRI-ENTERPRISES, LLC

Denise Johnston has been with Helena Agri-Enterprises, LLC‘s Risk Management group for over 17 years and currently serves as Sr. Risk Management Specialist. In this role, she is responsible for the Casualty, Property, Environmental, and Aviation insurance programs and risk financing strategies for Helena and its subsidiaries. She also manages the Business Continuity program for Helena Industries, which includes four formulation facilities and several third-party warehouses.

Helena is currently one of the top 3 Ag Distributors in the US, with $7+B in sales, 6000 employees, 500 locations, a sales and distribution fleet of over 6000, and an aerial application fleet of 70+ helicopters and fixed wing aircraft.

SVP, MANAGING DIRECTOR – RISK MANAGEMENT, COMPLEX PROPERTY AND MARINE —
LOCKTON COMPANIES

Melissa Klaus is the Managing Director of Lockton Midwest Risk Management, Property and Marine. Melissa is committed to providing the highest level of client service. In this role, she is responsible for assisting in the management of all aspects of clients’ risk management programs, such as market strategy, program structure, claims and loss control service, insurance market relationships, and risk identification — all with the objective of reducing the total cost of risk for clients. She is also responsible for ensuring we are bringing the full suite of Lockton resources to our clients. Melissa is also responsible for managing executive carrier relationships.

Melissa’s background is in complex property placements, including global programs, shared and layered, healthcare, heavy manufacturing, and mining. She has over 20 years’ experience in complex property insurance.

MOTIVATIONAL SPEAKER & AUTHOR
COMPLEX RISK SYMPOSIUM 2023 KEYNOTE SPEAKER

Ryan Leak is an author, executive coach, and motivational speaker who gets to inspire over 50,000 people every single month. He trains over 15,000 leaders every year from Fortune 500 companies to professional sports teams. His viral Surprise Wedding story has been featured on Good Morning America, the Today Show, and other various media outlets.

He’s the author of the USA Today best-selling book, Chasing Failure: How Falling Short Sets You Up for Success. And his most recent book, Leveling Up: 12 Questions to Elevate Your Personal And Professional Development is a Wall Street Journal Best Seller. He’s married to Amanda and is also the assistant coach for his son’s basketball team.

PARTNER, LABATON SUCHAROW LLP

Francis P. McConville is a Partner in the New York office of Labaton Sucharow LLP. Mr. McConville focuses on prosecuting complex securities fraud cases on behalf of institutional investor clients. As a lead member of the Firm's Case Development Group, he focuses on the identification, investigation, and development of potential actions to recover investment losses resulting from violations of the federal securities laws and various actions to vindicate shareholder rights in response to corporate and fiduciary misconduct.

Mr. McConville has been named a “Rising Star” of securities litigation in Law360's list of attorneys under 40 whose legal accomplishments transcend their age. Lawdragon has recognized him as one of the country’s “500 Leading Plaintiff Financial Lawyers” and Benchmark Litigation also named him to their “40 & Under List.”

Mr. McConville has played a key role in filing several matters on behalf of the Firm, including In re PG&E Corporation Securities Litigation; Weston v. DocuSign, Inc.; Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 710 v PayPal Holdings, Inc.; In re SCANA Securities Litigation ($192.5 million settlement); and In re Nielsen Holdings PLC Securities Litigation ($73 million settlement), among others.

EVP, RISK PRACTICES LEADER — LOCKTON COMPANIES

As the Risk Practices Leader, Mark is responsible for Lockton’s national practices, delivering customized solutions in the areas of property, casualty, captive consulting, risk finance, private equity, analytics, global services, risk control and claims. These solutions are delivered within a strategic risk consulting framework aligned with clients’ corporate operational and financial goals.

Mark spends significant time delivering customized solutions to clients using advanced actuarial and statistical methodologies to help identify and assess risks, consult on how to best manage risk, optimize the purchase of insurance, and lower their total cost of risk.

Having developed more than 25 years of underwriting company experience prior to joining Lockton, Mark leverages quantitative capabilities to drive decision-making and deliver superior results. He has spent the bulk of his career building a specialty in casualty products, including workers’ compensation, commercial auto and liability.

Mark has experience both as a practitioner and user of advanced actuarial, underwriting and credit models.

SENIOR LEADER, CASUALTY INSURANCE —
CLEVELAND-CLIFFS INC

As the former Risk Manager for ArcelorMittal USA and current Senior Leader of the Casualty Insurance program at Cleveland-Cliffs Inc, a $24.7 billion domestic steel maker and mining company, Jeff is responsible for placement of a Workers’ Compensation program for 27,000 employees as well as an Automobile Insurance program for 1,600 company vehicles. He has an extensive background in 3rd Party Administration oversight and claims management. Jeff also manages the Commercial General Liability, Railroad, Aviation, Environmental & Pollution, Drone, Medical Facilities and Surety Bond programs.

He obtained his B.S. in Management from Purdue University in 1991 and is a member of the Indiana Manufacturers Association.

PROPERTY UNDERWRITING TECHNICAL DIRECTOR — ZURICH NORTH AMERICA

Steve Penwright serves as Property Underwriting Technical Director for Zurich North America’s Large Property business unit. Based in San Francisco, he is responsible for the portfolio management team that provides technical underwriting support to market facing underwriters. In addition, Steve’s responsibilities include execution of business strategies while developing tactics and initiatives that support profitability.

Steve has held several underwriting positions in Large Property since 2007, including his most recent role as Northwest Area Manager, Large Property, based in San Francisco. He joined Zurich in 2006 as an enterprise associate. Steve is a graduate of Indiana State University with a Bachelor of Science in Insurance & Risk Management.

VP, LOSS CONTROL LEAD, PROPERTY & NATIONAL ACCOUNTS — LOCKTON COMPANIES

Lucas is a Professional Engineer licensed in fire protection in Kansas. He also holds designations as a Certified Fire Protection Specialist and a Leadership in Energy and Environmental Design Associated Professional. His extensive background in fire protection code consulting, design and commissioning, along with his loss prevention insurance experience, makes him a valuable asset to his clients.

Lucas’s background allows him to assist his clients in all stages of the insurance loss control process. He is a proven leader with a strong ability to work with people and build and maintain relationships. He has an in-depth knowledge of health and safety, demonstrating industry knowledge along with the ability to influence culture and habit. Lucas is known for generating unique solutions to challenging hazards that face facilities and their employees.

Lucas’s approach to building relationships helps him better understand his client’s needs. By getting to know the operation from start to finish, he can tailor his knowledge and field experience to each unique client situation. By taking a proactive approach, Lucas can provide flexible loss prevention services to help identify, quantify, and mitigate or eliminate serious threats to a business. His goal is to create value for his clients and provide the best service possible.

As a Lockton Loss Control Lead, Lucas’s role includes oversight of the Loss Control teams that focus on national accounts and property, including coordination with the other Lockton verticals.

COMMANDER, US NAVY, RETIRED
HIGH PERFORMANCE PSYCHOLOGIST
EXECUTIVE CONSULTANT
KEYNOTE SPEAKER
COMPLEX RISK SYMPOSIUM 2023 RISK MANAGEMENT BOOTCAMP SPEAKER

Eric Potterat, Ph.D. is a High Performance/Sport/Clinical Psychologist and a retired U.S. Navy Commander, who during his last 10 years in the Navy served as the Psychologist for the U.S. Navy SEALS. As their Head Psychologist, he was responsible for the mental assessment, selection, development, enhancement and mental toughness programs for the Nation’s best warriors and highest performers. He was credited for developing and implementing the Mental Toughness Training Program for the U.S. Navy SEALs and embedding it into their training pipeline. He is currently (for the last 7 years) a Director and the High Performance Psychologist for the Los Angeles Dodgers where he helped the team win the World Series in 2020. His experience with high performers is wide ranging. He served as the High Performance Psychologist for Red Bull for 5 years, where he was responsible for the sport/performance psychology programs for Red Bull athletes. He also worked as the Mental Coach for the US Women’s National Soccer Team as they won the World Cup in 2019. Over his career, he has worked with over 25,000 of the world’s most elite performers in the military, sport and business.

For the last 7 years, he has also served as an Executive and Organizational consultant and coach with various Fortune 500 companies. Within this role, he has aided with talent acquisition, resiliency training, change management, leadership consulting and as a speaker for multiple company national sales meetings, corporate retreats, etc. He is considered one of the leading experts in individual and organizational resilience and performance enhancement in high-risk, high-performance occupations. Years of working with and researching these elite performers/athletes has allowed him to better understand the science of mental toughness and how many of the same techniques that make elite performers amazingly successful are 100% teachable.

U.S. NATIONAL ACCOUNTS HEAD OF CAPTIVES AND ALTERNATIVE RISK SOLUTIONS — ZURICH NORTH AMERICA

Adriana Scherzinger is a seasoned (re)insurance and risk management professional with nearly 17 years of insurance industry experience working in various regions around the world, from global to local levels, predominantly handling international corporate business. She has held a variety of key roles including responsibility for the service and management of complex international insurance programs for multinational clients. Previously, Scherzinger worked with Zurich Latin America, as regional Head of International Program Business, Commercial Insurance and as Senior Captive Fronting Manager in Switzerland, Spain, Middle East and the Asia Pacific.

Based in Chicago, Scherzinger has progressively ranked on the Captive Review Power 50 and is an advisory board member on numerous Captives industry councils. Before joining Zurich, she held leadership positions at UBS and Swiss Re. She holds an Executive MBA by Fundação Getulio Vargas and the University of Chicago’s Harris School of Public Policy.

GLOBAL PRIVACY & CYBER RISK CONSULTING PRACTICE LEADER — LOCKTON COMPANIES

Timothy provides executive leadership in developing road maps and implementing enterprise-wide strategies that address an organization’s privacy and cybersecurity risks. He has more than 30 years of data protection experience in insurance, healthcare, medical devices, government, retail merchandising, higher education and crisis management industries.

Timothy developed his extensive knowledge while serving in multiple information technology and data protection roles for the U.S. government and the private business sector. His knowledge and firsthand experiences enable him to translate similar exposures into easy-to-understand business terms for c-suite and board level members.

Timothy’s approach and technical acumen are unlike any other cyber broker in the marketplace today. He differentiates himself because he not only provides his clients with proactive loss control services but he also quantifies potential financial and business interruption losses respective to any cyber exposures his clients may have. He works closely with large multinational organizations providing vCISO services to improve efficiencies and the effectiveness of their overall data protection programs.

JENNI STECK VOICE & SPEECH SERVICES

Through her private practice, Jenni provides voice and speech training for companies that recognize the importance of professional communication and prioritize high levels of customer care. In addition, she works one-on-one with individuals that wish to speak with greater confidence and clarity.

As part of her practice, Jenni provides support in the preparation of speeches for public appearances. Clients range from corporate leaders to motivational speakers to cultural icons including legendary NFL linebacker Ray Lewis and MLB catcher Pudge Rodriguez for whom she coached Hall of Fame Induction speeches.

Having worked extensively as a voice, speech, and dialect coach for stage, film, and television productions, Jenni has also shared her expertise with actors such as James Woods, Alexander Skarsgard, and Alicia Silverstone.

As the Voice and Speech Specialist for Barry Nash and Company, which provides services for broadcasters and sports personalities, Jenni is the current vocal coach for CNN, CBS, and ESPN.

Jenni holds a BFA from Southern Methodist University, an MFA from the University of California at San Diego, and an MS from the University of Texas at Dallas. She is a licensed speech language pathologist certified by the American Speech-Language- Hearing Association and the Texas Speech-Language-Hearing Association and has served as a faculty associate at UT Southwestern’s Clinical Center for Voice Care and as a Full Sail University Guest Lecturer.

HEAD OF EXECUTIVE AND PROFESSIONAL LINES FOR NORTH AMERICA — BERKSHIRE HATHAWAY SPECIALTY INSURANCE

Anthony Tatulli is Head of Executive and Professional Lines for North America at Berkshire Hathaway Specialty Insurance. He has overall underwriting responsibility for Directors and Officers Liability, Professional Liability, Cyber, Mergers & Acquisitions, Employment Practices Liability, Fiduciary, and Fidelity lines of business.

Anthony has over 30 years of industry experience spanning both Underwriting and Claims. He joined BHSI in 2021; prior to joining BHSI, he served in various Claims and Underwriting positions of increasing responsibility at AIG, including Global Head of Financial Lines for Claims and Underwriting. Earlier in his career, Anthony spent eight years as a commercial litigator at the New Jersey law firm of Budd Larner; prior to that, he clerked for the Honorable Stanley R. Chesler in the United States District Court, District of New Jersey. He holds a bachelor’s degree in Accounting from Fordham University and a law degree from Seton Hall University, School of Law.

VP, GLOBAL RISK MANAGEMENT & INSURANCE — TRAVEL + LEISURE CO.

Amy Templeton, MBA, CPCU, CLCS, serves as Vice President of Risk Management & Insurance at Travel + Leisure Co. (T+L), the world’s largest publicly traded vacation ownership, timeshare exchange, and leisure travel subscription business (NYSE: TNL). She also serves as Chairwoman and President of Destinations Assurance, Inc., a captive insurance company, since it’s formation in 2019.

Templeton joined T+L, the $3.6B successor company of Wyndham Worldwide Corporation., in July of 2018, to oversee the strategic, operational, and financial aspects of the Company’s comprehensive global risk management department. Additionally, and as risk manager on behalf of over 245 resorts and the +833,000 timeshare owners represented within them, she also has responsibility for ensuring adequate and consistent levels of protection for their independently owned assets & respective liabilities around the world.

Prior to joining Wyndham, Templeton led Risk Management for Penn Entertainment, a publicly traded casino and hospitality company. She has also held the roles of Director, Global Risk Management, at Hospira, Inc., a pharmaceutical and medical devices manufacturing company, Associate Director, Risk and Insurance at Mondelez International, a fortune 100 food manufacturer, and Risk Manager, for Komatsu America Corp, a global heavy equipment powerhouse. She began her career 20+ years ago on the commercial insurance brokerage side with Arthur J. Gallagher where she specialized in alternative risk transfer.

Residing near corporate headquarters in Orlando, Florida, she holds a M.B.A from Lake Forest Graduate School of Management, where she earned the rank of co-valedictorian, and a B.S. in Marketing with concentration of Entrepreneurial Studies from the University of Illinois, where she graduated from the Honors College, Chicago Campus. She earned the Chartered Property Casualty Underwriter (AICPCU) and Commercial Lines Coverage Specialist (CLCS) designations and is credentialed by the State of Florida for both General Lines Property & Casualty (02-20) and Resident Travel Insurance (02-41) licensures.

SENIOR REINSURANCE ACTUARY —
LOCKTON RE, LLC

Adam joined Lockton Re, LLC in August 2019 to help build out its reinsurance analytics capability. Prior to Lockton, Adam was a Senior Managing Director in Aon’s Reinsurance Solutions business. At Aon, he provided clients with analytical support, including the design and implementation of traditional and nontraditional reinsurance programs across both property and casualty lines. He also provided value-added analytics services to help clients reduce earnings volatility, protect their balance sheet and improve profitability. Additionally, he led a team responsible for Aon’s U.S. economic capital model capabilities.

EVP, RISK FINANCE PRACTICE LEADER, PRIVATE EQUITY AND CORPORATE ACQUISITIONS PRACTICE LEADER — LOCKTON COMPANIES

Lisa is an Executive Vice President and well-respected Risk Finance Practice Leader. She is also the Leader of the Private Equity Corporate Acquisition Practice (PECAP). She provides expertise and insight on complex financing, tax, accounting, regulatory and legal matters relating to insurance programs and transactions. Recognized by Business Insurance in 2006 as one of the “Women to Watch” in the insurance industry, Lisa is known as the go-to expert on implementation of complex captive programs, from feasibility study to formation and ongoing consultation.

Since joining Lockton, Lisa has delivered sophisticated financing solutions with substantial cost savings and revenue enhancements for clients in multiple industry sectors. With her sharp mind and command in the field comes her quick smile, charismatic personality and strategic vision. Lisa helped build Lockton’s Risk Finance team and shape its direction to where it is today. Nowhere else in the brokerage industry is there one team that is solely dedicated to alternative risk, captive and collateral issues.

Lisa is a founding member of Lockton Women In Leadership and is a mentor who sponsors and helps develop other Associates. She plays the violin and enjoys health and fitness, cooking, and attending her husband’s music concerts. She and her husband have one daughter.

VICE PRESIDENT CLIENT ENGAGEMENT —
SAFETY NATIONAL

Mark Walls is currently Vice President Client Engagement for Safety National, a multi-line specialty insurance and reinsurance carrier that offers a variety of risk solutions for large commercial and public entity clients. In this role, he is responsible for oversight of Client Engagement, Corporate Communications, and Government Affairs. Previously, he spent over 20 years on the claims side which gives him insights into the daily challenges faced by adjusters and employers. Mark is the founder of the 30,000+ member Work Comp Analysis Group on Linkedin and he is also co-host of the popular Out Front Ideas with Kimberly and Mark educational series. He is a widely recognized industry expert and has been a frequent speaker at RIMS, PARMA, PRIMA, WCI and other industry conferences.

SR. DIRECTOR, RISK MANAGEMENT —
POST HOLDINGS INC.

Jeanie Wescott, CPA, CPCU, leads the Risk Management function for Post Holdings and its affiliated companies, 8th Ave Food and Provisions and BellRing Brands, Inc. Jeanie has oversight for the corporate-wide insurance programs including Property, Casualty, Aviation, Marine, and Executive Risk/Financial lines, as well M&A activities for each business. She joined Post holdings in 2016. Her previous experience includes over 20 years in risk management and 10 years in finance roles in the specialty chemical, pharmaceutical, and healthcare industries.

Jeanie holds a BSBA in Finance from the University of Missouri – Columbia and an MBA from Wester University in St. Louis. She has served on the Advisory Board of Risk Management and Insurance program at Mizzou since the program’s inception in 2015 and previously served on the Board of Directors for the St. Louis Chapter of the Risk and Insurance Management Society for several years.

SENIOR VICE PRESIDENT, RISK MANAGEMENT — GALLAGHER BASSETT

Joe Zinga leads a team of over 25 across North America.

With over 20 years of experience, Joe is responsible for driving growth while deepening GB’s relationships with client and broker partners across the risk management industry.

He has spent his entire career at GB, and in that time has served as a Business Analyst, Sales Director, and Assistant Vice President of Business Development before moving into his current role in 2017.

Joe works closely with our product development and client services teams to enhance the service package offerings of our award-winning RMIS platform, Luminos, to meet the evolving needs of our clients.