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2010 SPEAKER BIOS
Angiolillo, Charles has been employed with Claims Bureau USA since October 2002. He is a graduate of Westfield State College with a Bachelor of Science degree in criminal justice. He currently serves as the Membership Chairperson for the New England Claim Association and is a Disability Committee member with the International Claim Association. Charles began his career at Claims Bureau USA as a field investigator. Through hard work and consistent results, he was quickly promoted from the field and served as National Operations Manager, overseeing all of their national investigators. Displaying success at this level, he was promoted to National Accounts Manager, where he began working with all of the life and health companies that Claims Bureau USA serves today. He has been an integral factor in the growth of Claims Bureau USA and as a result, he was again promoted to National Accounts and Field Services Director. He is dedicated to supplying his clients with exceptional customer service while making sure that Claims Bureau USA’s standards are consistently met and reflected in their product.
Arruda, Victor J. is the founder and Managing Partner of The Social Security Law Group. A graduate of the University of Massachusetts at Amherst, and the Suffolk University School of Law, Mr. Arruda started the Social Security Law Group with 3 employees in 1994 and has dramatically expanded the firm to over 80 employees in five offices (Boston, Dallas, Los Angeles, Denver, and Atlanta). Prior to forming SSLG, Mr. Arruda was a Judge Advocate General in the United States Navy, rising to the rank of Lieutenant Commander. Mr. Arruda has spoken at numerous conferences and seminars, and is regarded as an authority on Social Security Disability law. Mr. Arruda and his family live in the Boston area.
Bachman, Allan is presently Education Manager for the Association of Certified Fraud Examiners in Austin Texas. In his role he is responsible for seminar development and the educational content of all conferences and online learning. Most recently Allan worked in Higher Education as director of an audit unit and was project manager on several IT implementations specializing in security. His largest fraud investigation for over $1.5 million was conducted during this time. Previously Allan has worked in or has consulted for retail, real estate, manufacturing and has done extensive small business consulting where he has actively worked a number of fraud cases. Allan has conducted training sessions for national organizations and has taught college courses in accounting/auditing and information systems security. Allan’s fraud investigation experience extends back to the mid- 70’s and has continued throughout today. He became a CFE in 1993.
Baker, Stephen C. is a nationally known litigator at Drinker Biddle & Reath, LLP. For several life carriers and a BGA, he is national counsel for secondary market issues. Steve advises insurers on exposures stemming from viatical, life settlement, non-recourse premium financing and STOLI transactions. His practice assists clients in resolving complex legal issues in the marketing, underwriting and administering of high face value life insurance policies.
Bass, Byron as absence practice lead for Sedgwick Claims Management Services, Inc, Bryon oversees program design, service standards and product innovation for Family and Medical Leave Act (FMLA) administration and casual absence management programs and their integration with complimentary disability management programs. Working in a consultative role, he is instrumental in leading the development and delivery of total absence management (TAM) programs for Sedgwick CMS clients. He is active as an author and seminar leader dealing with FMLA implementation, corporate health and wellness strategies, EMPAQ metrics and disability program design. With more than a decade of experience in developing and overseeing administration of Health and Productivity Management programs, Bryon brings a unique perspective in assisting employers with the implementation of health and productivity management solutions. Bryon started his career at Intel Corporation, where he was responsible for the design, development and management of an entire suite of health and productivity programs. Prior to joining Sedgwick CMS, Bryon was director of productivity solutions product management at SHPS, Inc. Bryon graduated with honors from the University of Phoenix where he holds a Bachelor degree in Business with emphasis in e-Business, has been certified as a Fitness Therapist from the International Sport Sciences Association, and achieved a PHR designation from the Society of Human Resource Management.
Bass, Judy a Senior Claim Analyst, has been with State Farm Insurance for over 28 years. Always serving in Health Claims, her medical background as an LPN has been put to good use. Since 1996, Judy has been assigned to work exclusively in the LTC claims arena. She has written and contributed to the creation of State Farm’s philosophy, procedures, and policies as well as training fellow claim people and agents. Judy has been very active in spreading the LTC word by speaking at regional and national conferences: ICA, DI/LTC, Eastern, & Western. In addition, Judy has acted as co-editor for the books supporting AHIPs LTC program.
Bell, Michael F. is a Partner in Burke, Williams & Sorensen LLP in Los Angeles, CA. Mike has been admitted and practicing law in California state and federal courts since 1979. His practice has focused on the representation of life, accident, health, and disability insurers in coverage, bad faith, and ERISA litigation, as well as financial service companies in financial services arbitration and litigation. Mike has experience as lead trial counsel in civil jury and court trials in both state and federal court. Mike is a 1976 graduate of Texas Christian University and he obtained his law degree from Stanford Law School in 1979. He is a member of the International Claim Association, the Defense Research Institute, the ABA Torts & Insurance Practice Section, and the Los Angeles County Bar Association. Mike has been a frequent speaker and panelist at industry meetings and conferences, including the Eastern Claims Conference, Western Claim Conference, and International Claim Association Annual Education Conferences.
Bettles, Karyn has been in the life insurance industry for nine years, two years of which have been in Claims. She currently manages the Individual Insurance Life Claims business unit in Kitchener, Ontario, where her responsibilities include staffing, workflow, compliance and quality issues. She also has an active role in overseeing the foreign death investigations, contestable reviews, and litigation.
Bolton, Bryan D. represents health insurers, health maintenance organizations, managed care companies, third-party administrators and stop-loss insurers in federal and state court litigation, including ERISA matters. Mr. Bolton is a frequent author, speaker and presenter on employee benefits, including health, life and disability insurance. Mr. Bolton’s extensive appellate experience includes briefing in the United States Courts of Appeal for the Second, Third, Fourth and District of Columbia Circuits, as well as the Supreme Court of the United States. Mr. Bolton is a member of the Maryland and Pennsylvania bars and “AV” rated by Martindale-Hubbell. In 2010, Mr. Bolton was again selected for inclusion in both Maryland Super Lawyers and the Best Lawyers in America.
Cardamone, Connie is the President of CPA Risk Services, Inc. Prior to starting this firm in 2002, she was a Director of a team of financial consultants at Unum. While at Unum, Connie provided financial consulting services to individual and group disability claims, underwriting, sales and product development and developed financial reference tools and pertinent training for claims, underwriting and sales staff use. Connie has over 20 years of litigation, appeals and expert witness experience. She is a recognized industry expert in financial risk aspects of disability claims and underwriting. Since 2002, she has provided independent financial consulting services for a variety of insurance companies and reinsurance companies. She continues to provide expert witness services, focused primarily on disability claims.
Carlson, Marc is the supervisor of Life Claims for Modern Woodmen of America. His responsibility includes supervising the paying of life and annuity death claims, processing annuity and matured endowment expirations, and processing waiver of premium and DI plans. He also has eight years of experience as a Senior Underwriter and works very closely with his current underwriting staff.
Coupland, Michael is National Business Development Consultant for Behavioral Medical interventions (BMI) a Minneapolis based Behavioral Disability Case Review Company. He is a Certified Psychologist and Certified Rehabilitation Counselor. Mr. Coupland is an chapter author of new AMA Guidelines companion text ‘Guides to the Evaluation of Functional Ability’ and author of ‘Psychosocial Interventions for Chronic Pain Management’ published by the Journal of the International Association of Industrial Accident Boards and Commissions (IAIABC) (Fall 2009).
Cunningham, Chad has 13 years of Group and Individual Disability Claims experience with Assurant Employee Benefits and Principal Life Insurance Company. He is currently serving as Claims Manager of the Living Benefits Department with Munich Re. Chad holds a Bachelor of Arts degree from The University of Northern Iowa along with several industry designations.
Del Mauro, Steven P. is a partner with McElroy, Deutsch, Mulvaney and Carpenter, LLP in Morristown, New Jersey. He has extensive experience with respect to claims for benefits under individual and group policies of insurance, class action litigation, market conduct practices litigation, insurance fraud and agent/broker liability. He received his undergraduate degree from Seton Hall University and his law degree from Seton Hall University School of Law.
Del Zendeh, Mobina joined the Social Security Law Group in 2007 as an Associate Attorney. After distinguishing herself as a successful advocate for the disabled throughout the United States, she was promoted to Lead Attorney and she established the Dallas office for SSLG. Under her guidance, the Dallas office has seen significant growth. Prior to joining SSLG, Attorney Zendeh Del worked in Houston where she focused primarily in Civil Litigation. Attorney Zendeh Del is a graduate of the Southern Methodist University in Dallas, and received her Juris Doctor degree from South Texas College of Law in Houston. She is an active member in DASSCA (Dallas Area Social Security Claimant’s Attorneys)
Denman, Rick is responsible for Munich American Re’s group claim and administration area. He has 28 years of group claims experience, predominantly in long term disability claim administration. Rick has managed disability claims offices for Travelers and MetLife. Prior to joining Munich, Rick was an Assistant Vice President at Unum for seven years, overseeing short-term disability and long-term disability claim teams. Rick holds a Bachelor of Arts degree from the University of Georgia along with several industry designations.
Doyne, Mark A. is a board certified orthopedic surgeon, having completed his Orthopedic Surgery residency at Vanderbilt Medical Center in Nashville, TN. He has extensive clinical practice experience and has also held numerous positions of leadership in the health care industry. Dr. Doyne serves as Medical Director for MES Solutions.
Dubiel, Bob has 42 years of Group, Association and IDI Claims Experience with The Hartford Life Insurance Companies and Unum Group and is currently a Quality Compliance Consultant in Unum’s Worcester Benefit Center. Additionally, he is a member of the ICA Executive Committee. Bob received his undergraduate degree from LeMoyne College in Syracuse NY.
Ferguson, Michael of Worldwide Resources, Inc., has been investigating claims throughout the U.S. and internationally for over thirty-four years. He is actively involved in presenting SIU training to many companies annually across America and has been invited to speak before the U.S. State Department in a joint effort to provide fraud awareness. He is a Certified Graphologist which enables him to provide you insight into the honesty and integrity of claimants, witnesses and other sources. He has traveled extensively throughout the world to such countries as Haiti, Vietnam, Mexico, Argentina, Brazil, Venezuela, Peru, and many European countries handling death investigations. He is a member of the National Association of Investigative Specialists and the National Association of Bunco Investigators.
Ferreira, Diane C. is a Sr. Individual Disability Benefit Consultant with JHA. She provides individual disability claim risk management assistance to JHA’s Individual Disability reinsurance clients. Diane’s 25+ years of individual DI experience includes complex claim management, field investigation and customer service/project & IT management. Her risk experience touches all product lines (e.g. DI, LTD/STD, LWOP and LTC). Prior to joining JHA, Diane was the Founder and Managing Partner of Disability Consulting Fundamentals, LLC, providing Fortune 500 companies with complex disability claim management services. She also worked at Unum for nearly 25 years.
Finney, Dave is the Senior Vice President – Major Accounts for GlobalOptions. He has over twenty-five years of investigative and management experience within the insurance and law enforcement arenas, including fifteen years in Special Investigative Units. Prior to joining GlobalOptions, he held senior level management positions with two major insurance carriers where he provided guidance within multi-line insurance claim environments. Dave earned a Master of Business Administration, a Bachelor of Science in Law Enforcement Management and is a graduate of the FBI National Academy. He holds Certified Insurance Fraud Investigator and Senior Claim Law Associate designations among other risk related specialties. He is a member of the FBI National Academy Associates and the International Association of Special Investigative Units.
Ford, Nancy is currently an Assistant Claims Director for Principal Financial Group. She has over 30 years experience handling claims, compliance and management duties for The Principal®. Her background includes experience with group life, disability and health product lines. For the past 6 years, Nancy has managed the Individual Life Claim Department. She received her undergraduate degree from Grandview College and recently received her MBA from Iowa State University. In addition she holds the designations: Fellow, Life Management Institute; Associate, Customer Service; and Associate, Life and Health Claims.
Friederich, John is currently Senior Assistant General Counsel for Royal Neighbors of America, an Illinois fraternal benefit society. His duties include providing legal counsel to the society in investment, employment and operational areas. John is also responsible for providing legal advice to claims area primarily on contestable claims matters. John graduated from the University of Iowa School of Law with high distinction in 1981. John serves as secretary to the Royal Neighbors Foundation, chairs the investment advisory group for Royal Neighbors and is a board member and secretary/treasurer of RNA Real Estate Holdings, Inc. He is a member of the Iowa and Illinois bar associations and the Law Committee of the ICA.
Geiser, Trevor has been involved with the management of complex Individual Disability Income claims for more than 10 years. As an Assistant Vice President of Claims for Swiss Re, he is involved with the direct assessment, management, and investigation of IDI claims under multiple blocks of business from their Southfield, MI, office. In addition, Trevor is a member of Swiss Re’s Special Investigation Unit and manages their Field Service Division.
Gerber, Daniel is a partner of Goldberg, Segalla LLP in New York. He maintains an international practice in commercial litigation with a focus on complex insurance coverage disputes and analysis, including reinsurance and excess insurance, as well as mediation and arbitration. He chairs his firm’s Life, Health, Disability and ERISA practice group and co-chairs its Insurance Coverage and Reinsurance practice group. Mr. Gerber is admitted to the United States Supreme Court, as well as all federal and state courts in New York and Pennsylvania. He is an active member of the Association of Life Insurance Counsel, the International Claims Association (Life Committee) and the International Association of Defense Counsel (Reinsurance Committee), as well as the American Bar Association’s Life, Health and Disability Committees. Mr. Gerber is an active member of the Professional Liability Underwriting Society and US ARIAS.
Glasheen, Michael J. is a partner with McCarter & English, LLP in Philadelphia, PA. Michael specializes in commercial litigation with a current emphasis on representation of life, disability, and health insurers with a Martindale-Hubbell Rating of AV. His experience in insurance litigation includes: defense of life, health and disability insurers on claims decisions, both under ERISA and individual contracts; sales practices litigation; financial services litigation; multi-district litigation; interpleaders; policy rescissions; breach of non-policy contracts; claims for extra-contractual, statutory and bad faith damages; FINRA arbitrations, inter-insurer disputes; and representation of insurers in commercial, business disputes. Michael’s commercial litigation experience includes: breach of contract; business torts; partnership and corporate disputes, and injunctions. Michael has served as Chair of the Life Insurance Law Committee of the Tort, Trial and Insurance Practices Section of the American Bar Association, is a member of the Association of Life Insurance Counsel, the Law Committee of the International Claim Association, the American Bar Association (Sections on Litigation and Tort, Trial and Insurance Practice) and the Philadelphia Bar Association. He received his J.D. from Georgetown University in 1973 and his undergraduate degree from Lehigh University in 1967 (cum laude).
Graff, John is a Senior Benefits Consultant with Sun Life Assurance Company of Canada (US) located in Wellesley, MA. He has in excess of 11 years of claims experience in the insurance industry specifically in Individual Disability Income as well as Group Long Term Disability primarily working with professional occupations to include but not limited to physician’s and attorney’s. He has worked in various capacities in insurance including sales as well as detailed claim management. He has worked for the following companies: Prudential Life Insurance Company of America, The Paul Revere Life Insurance Company (now commonly know as Unum-Provident), The New York Life Insurance Company and Disability Management Services, Inc. (a third party administrator for disability insurance). He has earned his ALHC designation and also occupies a Series 6 and 53 licenses. He is also currently a member of the NECA Executive Board for the past two years in which he serves as the Marketing & Vendor Relationship Liaison for the. Responsibilities include the monitoring and overseeing of all 20 Vendors currently enrolled under the NECA Vendor Agreement to ensure that all vendors are complying with the appropriate rules and regulations per the NECA committee. Mr. Graff is a graduate of Assumption College in Worcester, MA with a Bachelor of Arts degree in Economics with Business Concentration.
Hartstein, Phyllis brings her expertise based on morethan 20 years of experience with the development and operation of program integrity services, including fraud & abuse, and coordination of benefits for Managed Care companies, State Medicaid Agencies, and large, self insured corporations. Since 2005, Ms. Hartstein has overseen the development and implementation of cost savings solutions for HMS’s managed care clients. She and her team currently work with more than 80 health plans in 28 states on cost containment strategies. Notably, while at Deloitte Consulting, Ms. Hartstein established a health care fraud offering for government payors that was well received and highly rated by the Gartner Group. Before joining the private sector, Ms. Hartstein was Deputy Commissioner for Social Services for Westchester County, NY, where she was responsible for policy setting and implementations for Medicaid, Public Assistance, Child Welfare and Protective Services. She has been an Adjunct Professor at the Columbia School of Social Work, and has a MPA from Temple University.
Hassett-Salley, Tim joined the Social Security Law Group in 2006 as Director of Business Development. He has been a successful national sales and sales management executive in the disability management field for over 25 years. As a member of SSLG’s senior management team, Mr. Hassett-Salley is responsible for customer acquisition, relationship development and management. Mr. Hassett-Salley also served for several years as an Adjunct Faculty Member of the Bridgewater State College Graduate School of Education, and has lectured at Suffolk University and Lesley University. Mr. Hassett-Salley began his disability management career in 1982 as a Vocational Counselor and SSI Specialist. He is a graduate of Providence College, and received his Masters and Certificate of Advanced Graduate Studies degrees from Bridgewater State College.
Hepner, Dan is currently the manager of the field investigative group at UNIFI Companies where he has been employed for the past 17 years. Prior to his work at UNIFI, Dan was a regional field investigator at The MONY Group. The field group at UNIFI handles individual disability and individual life claims as well as SIU assignments and a broad range of other investigative and informational services. Dan has been investigating the range of life, health and disability claims since 1985. Prior to his insurance investigative career, he was in law enforcement with a major metropolitan police department. Dan earned a Bachelor of Science Degree from West Chester University in Criminal Justice/Behavioral Science and has been a guest speaker at the ECC, ICA and the NHCAA over the past 15 years. Dan is also a former President of the Greater Philadelphia Claims Association.
Houston, Kim is currently Second Vice President for Protective Life Insurance Company. She has over 19 years of claims experience in individual life and health claims. She oversees the claims operation for Protective Life including life, medical, disability income, contestable investigations and reinsurance billing and collections. Kim is a member of the ICA Life Committee. She received her undergraduate degree in Business Management from Jacksonville State University in Jacksonville, AL.
Humbert, Mark is the managing partner of Green & Humbert, a San Francisco law firm specializing in the representation of life, health and disability insurers, managed care organizations, and benefit plan fiduciaries and service providers, in the state and federal courts in California. Mark, a 1983 graduate of the Law School at the University of California, Berkeley, is a former Chair of the Employee Benefits Committee of the ABA Tort, Trial and Insurance Practice Section (TIPS), a member of the TIPS Life Insurance Law, and Health and Disability Insurance Law sections, a member of DRI’s Life, Health, Disability and ERISA Committee, and a fellow of the American Bar Foundation. Mark is a frequent speaker on ERISA and insurance issues. He is admitted to the bars of all the federal district courts in the state of California, the Ninth Circuit Court of Appeals, and the United States Supreme Court.
Jones, Neal has been involved with the Insurance Industry since 1970. The last ten years with reinsurance, currently General Re. Neal is one of two surviving founders of the Eastern Claims Conference and a past Conference Chairperson. Neal’s claim experience has encompassed all aspects of both group and individual products. Neal is always ready to share his experiences and knowledge with all that he comes in contact with.
Kelly, John is a 31-year veteran of the Indiana State Police Department where he has currently served 23 years as an Indiana state certified Crime Scene Investigator with the State Police Crime Laboratory. Mr. Kelly serves as a training facilitator in the State Police Crime Lab in several forensic disciplines for administrative, analytical and field staff. Mr. Kelly has conducted forensic examinations in over 2,000 criminal investigations and examined/consulted in over 400 death-related cases involving homicide, suicide, accidental and natural deaths. Mr. Kelly is recognized as an expert witness in criminal court proceedings involving various applications of forensic science, crime scene investigations, interpretation and management. He has developed a forensic science degree program for IV Tech in Indiana and also teaches related courses for Indiana University at Indianapolis.
Lagomasino, Leonor M. is a shareholder in the Miami office of Carlton Fields PA. Ms. Lagomasino focuses her practice almost exclusively in the area of defending disability claims as well as life, health, ERISA, and bad faith claims. In addition to handling matters at both the trial and appellate levels, Ms. Lagomasino is frequently consulted by insurers on a pre-litigation basis. She is admitted to practice in the State of Florida as well as in both the Southern and Middle Districts of Florida. Ms. Lagomasino serves as a vice-chair of DRI’s Life, Health and Disability committee
LaManna, Michele is a Field Account Manager for LexisNexis® Risk Solutions, who serves the Insurance Industry as a sales consultant with specialized focus on the Life insurance vertical. Michele’s role is to utilize her 8 years of industry knowledge to develop and implement innovative business strategies, efficient workflow processes and educate Carriers regarding the effective use of public records and predictive modeling data. For more than 20 years, LexisNexis has provided smarter information driven solutions designed to streamline identity verification and underwriting decisions, assist with the claims process, and to provide investigative tools through our suite of products created to meet our customers’ most critical business needs. Michele currently resides in Lighthouse Point, FL, and holds a BS degree from Robert Morris University in Pittsburgh, PA.
Lampkin II, James W. is a partner with the law firm of Alford, Clausen & McDonald, LLC in Mobile, AL. He obtained his law degree from Cumberland School of Law in 1989. He is a member of the Alabama Bar, Georgia Bar, Mississippi Bar and Florida Bar. James is licensed to represent clients in all state trial and appellate courts in Alabama, Georgia, Florida and Mississippi, all federal courts in Alabama, Georgia, Mississippi, the Northern District of Florida, the Fifth and Eleventh Circuit Courts of Appeal and the United States Supreme Court. His practice has been focused primarily on direct action matters against insurance companies, including fraud, bad faith claims and ERISA claims. He has defended insurance companies against such claims in Alabama, Mississippi and Florida. He has been involved in numerous cases, trials and appeals and has been involved with constitutional challenges relating to the issue of punitive damages in many cases including appeals to the Alabama Supreme Court, 11th Circuit Court of Appeals and United States Supreme Court. He is the Editor of the Alabama Defense Lawyers Journal and is a member of the Alabama Defense Lawyers, DRI and the International Association of Defense Counsel. Before beginning private practice in Mobile, he clerked for the Honorable T. Virgil Pittman in the United States District Court in Mobile.
Landry, Brian is the Vice President of Claims Bureau USA, a nationally licensed private detective firm specializing in insurance claims investigations. He has over 25 years experience and is a licensed private detective in 42 states. The company he works for provides investigative services for the majority of the International Claims Associations’ member companies. He is also a member of the Fraud & Claim Abuse Committee of the International Claim Association.
Latta, Forrest S. is a partner in the litigation section of Burr & Forman, LLP. His practice focuses on the defense of business and insurance lawsuits (including bad faith and ERISA) in the southeastern United States. In addition to his trial court practice Mr. Latta has been retained in over 100 appeals including several landmark cases involving the law of punitive damages and tort reform. Mr. Latta earned a bachelor’s degree from Troy University (summa cum laude) and law degree from Samford University, Cumberland School of Law (cum laude) in 1983.
Lemoine, Linda is Director of Claims for CareSource, one of the nation’s largest Medicaid managed care plans based in Dayton, Ohio. She has more than 13 years experience in managed health care with leadership roles in Call Center Operations, Enrollment and Billing, Quality Audit, and Claims. Prior to joining CareSource in 2006, Linda held management roles at Metlife, Anthem / Wellpoint, and Humana. She is a champion of process improvements and finding ways to do business more efficiently with an emphasis on optimizing claims auto adjudication.
Leveque, Bob is the Director of Quality Assurance, Benefit Center, at Unum Corporation. Bob’s team conducts quality reviews for the Short Term Disability, FMLA, and Voluntary Benefits claims departments. Bob has a twenty-six year history with Unum serving a variety of management positions in the financial, customer service, and claims areas. His leadership roles have involved claims administration that encompasses short and long term group disability products as well as Individual Disability policies. Bob received a B.S. degree from Tufts University and an M.B.A. from the University of Maine, Orono.
Liston, Denise is Vice President of Underwriting Products & Services at LifePlans, Canadian subsidiary responsible for the development and implementation of long term care risk and care management services throughout Canada. She is responsible for the servicing of products and systems to support its current and prospective insurance clients. She has over twenty-five years of health and insurance experience - more than 15 in the long term care industry. Prior to joining LifePlans, Ms. Liston was Director of Physician Recruitment and the Practice Management Center for a 400-bed acute care medical center, where she was responsible for strategic planning, managed care contracting and operations for all medical practices under the medical center. She has extensive experience with insurance contracting and health care delivery systems. Denise received her nursing degree from the Peter Bent Brigham Hospital School of Nursing. She also holds a degree in Health Care Management from Lesley College, and a Masters in Business Administration.
Loftin, Valerie is Vice President of Claims and Chief Claims Officer for Lincoln Financial Group in Greensboro, North Carolina. Formerly an insurance defense attorney and appellate litigator in Baltimore, Maryland, Valerie has held numerous positions within the insurance industry including Claims Counsel for Nationwide Insurance, President of Jefferson Pilot Fire and Casualty Company and Mergers & Acquisitions/Litigation Counsel for Jefferson Pilot Corp. Valerie has testified as an expert in good faith claims handling and holds Series 6 and CPCU designations, as well as a juris doctorate degree from the University of North Carolina at Chapel Hill.
Loftus, Tom is responsible for Business Development and Onsite Claimant Interview Services for Disability Insurance Specialists (DIS), a national third party administrator and consulting firm, located in Bloomfield, CT. He has 20 years of disability insurance experience involving claims arising out of group and individual Life & Health policies. His work experience includes Claim Operation and Field Services Management, Claim Adjudication, Claim Audits, Training, Settlement and Negotiation, Field Investigations, Agent and Broker Relations, Account Management, and Contract Design. Current responsibilities include Client Relations, Onsite Claimant Interviews and Claim Consulting.
Lorimer, John is Vice President of Product Marketing for the Insurance Claims division of LexisNexis, a leading risk management and data company. Lorimer has over 30 years of experience in Product Management, Marketing and Project Management in a variety of industries, especially with technology- and data-related solutions. At LexisNexis, Mr. Lorimer has specialized in applying advanced analytics and data to solve insurance industry business problems in the P&C, Workers Comp and Disability lines of business. Mr. Lorimer is responsible for the strategic direction of LexisNexis’ insurance claims solutions, working with clients to maximize the business value that they receive from them. He holds a BS in Physics and an MA in Communications.
Lundquist, Barry professional background includes over 30 years of insurance industry success in underwriting, sales, sales leadership, senior executive management and consulting roles. Barry held positions in employee benefits sales, sales management, and executive sales management for employee benefits and individual disability productsand sales channels at Paul Revere, Provident and Unum. In 2000, Barry founded Eastport Marketing Group, a consulting and marketing services company which helps insurance companies and distributors improve results. In May of 2009, Barry assumed the role of Interim President of the Council for Disability Awareness, based in Portland, Maine. Barry is active in the community and the industry, and serves on several non-profit and for profit corporate boards.
Maercklein, Valery serves as the Public Affairs Specialist for the Area IV, Dallas Region of the Social Security Administration. In this capacity, she specializes in outreach efforts for Retirement, Medicare and Social Security Disability. Her home office is in Austin and her service area includes several cities in Central Texas such as Georgetown, Round Rock, Pflugerville, Elgin and Bastrop. Valery started her federal career in the U.S. Air Force where she was a Radar Technician on the AWACS Aircraft. After her four year commitment, she returned to Austin to finish her Bachelors Degree in the field of Business Management. She attended Saint Edward’s University and was awarded with the honor of Summa Cum Laude in her graduating class. After graduation, she decided to continue her federal service with a short stay at the IRS and an eventual transition to the Social Security Administration in the Fall of 2003.
Marshall, William established Veritas Intelligence in 2007. Prior to that, he co-founded the investigations firm GlobalSource LLC in 2003 and was the firm’s managing director. Mr. Marshall had previously been the head of the North American Investigations Division of ArmorGroup, a publicly traded, global security services company, from 1999 to 2003. He had previously been a Senior Investigator for the Investigative Group International in Washington, D.C. Before entering the private sector in 1997, Mr. Marshall had been an Intelligence Analyst with the U.S. Drug Enforcement Administration, specializing in money laundering methodologies, trends and detection techniques, as well as providing operational support to DEA drug and money laundering investigations. Mr. Marshall holds a Bachelor’s Degree from St. John’s University, Jamaica, New York, and a Master’s Degree from the School of International Service, American University, Washington, D.C.
Maselli, Richard S. a partner with the law firm of Ogden, Sullivan & O’Connor, P.A., specializes in life, health and disability insurance and personal injury litigation. Mr. Maselli is a graduate of Emory University and Stetson University College of Law. He is admitted to the Southern, Middle and Northern District Courts of Florida as well as the Eleventh Circuit Court of Appeals and litigates cases throughout Florida. Mr. Maselli is a member of the Florida and American Bar Associations, the Hillsborough County Bar Association and the St. Petersburg Bar Association.
Maskol, Cynthia is Of Counsel in the Baltimore office of Wilson, Elser, Moskowitz, Edelman & Dicker, LLP. Her practice focuses on general business and insurance litigation. Cindy joined WEMED in July 2009, coming from Old Mutual, where she was Vice President and managed that company’s national litigation for seven years. As a part of her practice at Wilson Elser, Cindy continues to consult and provide risk assessment and mitigation advice to Old Mutual and other carriers on issues impacting day-to-day corporate operations, insurance sales practices, claims policies and procedures, and management and oversight of complex litigation.
McMahon, Chris has 22 years of group and individual Disability Income claims experience. For the last 10 years he has led the Quality Assurance function for Swiss Re’s directly managed blocks of individual disability and medical claims. He has provided training and management support for the claims group as well. In addition, Chris provides operational support for Swiss Re’s global Life and Health Reinsurance Audit teams.
Mirabelli, Greg has over 20 years experience in the insurance industry, primarily in the individual life claims and investigative areas. Greg was formerly the Manager of all Travelers Life & Annuity claims processing prior to transitioning into his current role of handling life claim investigations. He is currently a Senior Investigator in the MetLife Special Investigations Unit, and is responsible for conducting life insurance investigations. These investigations include contestable death and disability waiver matters as well as any allegation of fraud on an individual life or annuity contract. He is also responsible for conducting proactive reviews of life insurance policies that are still within the contestability period. In addition, he conducts reviews of sales representatives’ books of business. He is a member of the Fraud & Claim Abuse Committee of the International Claim Association and has conducted presentation sessions regarding Anti-Fraud training at MetLife (to satisfy the necessary regulatory requirements).
Morgan, William has been a practicing orthopedic surgeon and upper extremity surgeon for 25 years. While a professor of Orthopedic Surgery at the University of Massachusetts Medical Center, he served as co-director of the New England Work Related Upper Extremity Chronic Disorders Clinic for 10 years under a NIOSH supported grant. He also served as team physician and medical director of the Boston Red Sox gaining notoriety as the surgeon to perform surgery on Curt Schilling’s ankle to allow him to pitch and win the World Series in 2004 (the “bloody sock doc”). He has given multiple presentations and has multiple publications.
Moskowitz, David is the Assistant Chief Examiner of the Market Conduct Division, Financial Program, for the Texas Department of Insurance (TDI). David is responsible for the administration of market conduct examinations of insurance companies, premium finance companies, managing general agents, local recording agents and third-party administrators. David also manages the Market Analysis Division, and was responsible for developing and incorporating the market analysis process into the Market Conduct Division. David is a graduate of Texas State University where he received a B.B.A in Accounting.
Mullins, Bill has more than 30 years of insurance operations experience in Life and Health Claims, Underwriting and Service. He currently leads the Life Claim operations with offices in Bloomington, Illinois and New Albany, Ohio for State Farm Life Insurance Company.
Neill, Doug is President of Risk Review Services, Inc. He has over 30 years of experience in the life insurance industry, from being a licensed agent to serving as a company president. Just prior to forming Risk Review Services, Inc. he served as Senior Vice President/Chief Administrative Officer for the various life, health and annuity insurance companies held by Conseco, Inc. During Doug’s career in the insurance industry, he has served as a Chief Marketing Officer, developed special expertise in the areas of New Business and Underwriting, and has an extensive background in I.T. systems. Mr. Neill has a reputation as an action oriented problem solver. He has been a featured speaker for the Association of Home Office Underwriters (AHOU) and a panel member for continuing education programs for the American Bar Association. In addition to his management and consulting background in the insurance industry, Mr. Neill attended Texas A & M University, majoring in Finance. While attending Texas A & M, he played varsity football and was drafted by the Chicago Bears. Mr. Neill is a member of American MENSA.
Papaioannou, Angela is an Operations Manager at Sedgwick CMS. Her area of expertise is Group Disability. For the past several years, she has been involved in assisting both internal and external customers improve reach higher standards of quality in their organizations.
Perkins, Keith is a Vice President for Lincoln Heritage Life Insurance Company in Phoenix, Arizona. His main areas of responsibility for the company include Claims, HR, Litigation and Reinsurance. Keith has been in the claims industry for 22 years, and he is a past Chair of the ICA Life Committee. He has a degree in Management from Arizona State University, and he is completing his third year of law school at Concord Law School.
Phillips, Lisa is the Director of Claims for Individual Life and Living Benefits at Munich Re. She’s responsible for directing and managing the overall activities of the Claims Department and works closing with the claims personnel of Munich Re’s reinsurance clients. Lisa has 30 years of combined Life, Disability Income and Long Term Care claims experience holding various claims management and leadership roles. Prior to joining Munich Re Lisa was the Claims Director for Allianz Life where she was responsible for directing the operations of their Claims Department. She is actively involved in the International Claims Association (ICA), serving as a member of the Executive Committee, Life Committee and Annual Conference Planning Committee. She is recognized in the industry and has been invited to speak at conferences and events including the Intercompany Long Term Care Insurance Annual Conferences, Munich Re Regional Client Conferences and ICA Annual Conferences. Lisa graduated with a Bachelor of Science degree from Western Kentucky University.
Pohls, Robert R. is the Managing Attorney of Pohls & Associates, a California firm that he founded in 1999 to represent life, health and disability insurance companies in bad faith, ERISA and other complex forms of litigation. He is an active Member of DRI’s Life, Health & Disability Committee. He also is a Member of the Association of Life Insurance Counsel, an Associate Member of the Association of California Life & Health Insurance Companies, and a former Chair of the ABA’s Health & Disability Insurance Law Committee.
Pompa, Dennis is currently the Associate Commissioner and Director of the Texas Department of Insurance Fraud Unit. He was promoted to this position in September, 2003, by the Texas Insurance Commissioner. Prior to his promotion Dennis was the Deputy Commissioner and Chief Investigator for the Fraud Unit. He has worked in the Fraud Unit since it became a law enforcement agency in 1995. Prior to coming to the Texas Department of Insurance, Dennis was employed as a bank executive; police officer and district attorney financial crimes investigator. His career as an insurance fraud investigator spans over two decades. Dennis holds a Bachelor of Science degree in Criminal Justice Administration; is a Certified Fraud Examiner (CFE) and also maintains a Texas Master Peace Officer certification. Dennis is currently the TDI Fraud Unit liaison for law enforcement agencies and antifraud organizations.
Porter, Phil has 25+ years of leadership and management at The Principal Financial Group. He is responsible for Individual Disability Claims and Technical Claims Resources at Principal. Prior to his current assignment, Phil attained technical knowledge and held management positions with property/casualty, Group and Individual Long Term care and Individual Life product lines. Phil earned his Bachelor of Arts degrees in Economics and Business Administration from Wartburg College.
Raderstorf, Mark is founder and President of Behavioral Medical Interventions, a behavioral health disability and absence management firm in Minneapolis, Minnesota. As a Licensed Psychologist, Certified Rehabilitation Counselor and Certified Case Manager, Mark has over 25 years of clinical experience, including working with psychiatric and physically disabled patients in both inpatient and outpatient settings. In addition to his work in absence management, Mark has a forensic practice providing psychological evaluations, fitness for duty examinations and threat assessments. His firm presently provides disability and absence management services to many insurance carriers and self-insured corporations in the United States, Canada, and Puerto Rico. Mark is a founding member of the Minnesota DMEC (Disability Management Employer Coalition) Chapter, presently serving on their Board of Directors. Mark is a member of Case Management Society of America, and is past chairperson of the CMSA Behavioral Health special interest group. Mark has lectured locally and nationally on topics related to behavioral health disability management and psychological issues in the workplace, and has had several peer reviewed articles published Mark has a Bachelor’s degree in Psychology from the Ohio State University and a Master’s in Rehabilitation Psychology from Texas Tech University.
Ratliff, Denise is Vice President for Swiss Re Admin Re Life and Health Global Operations in Dallas, TX. She provides oversight within the claim operations for their many TPA partners. She has 29 years of service in the insurance industry and has earned the ALHC claim designation. Her experience includes life, health and annuity, disability, waiver of premium and long term care. She has been a member of the ICA Fraud Committee and is currently a member of ICA Life Committee.
Riley, Sean Edward has over 19 years of Information Technology experience covering a broad background in data center operations, systems design, software development, document management, systems integration and project management. He has managed forensic collections, document processing and productions and assisted counsel with technical interviews of custodians in support of disputes arising in response to civil litigation, SEC, OTS and DOJ inquiries
Riser, Richard L. presently serves as the Director, Special Investigations for Conseco Services, LLC. Rick manages Conseco’s Special Investigations Unit and is responsiblefor all investigations throughout the Conseco enterprise. Rick and his team conduct investigation into internal and external fraud allegations, partner with Human Resources Department on confidential employment issues as well as conduct Anti-fraud training for all Conseco companies. Rick began his Law enforcement/investigations career in 1973 as a Security Police Officer with the US Air Force. After completing his enlistment, he attended Franklin College’s pre-law program for 2 years. In 1978, Rick was hired by the Johnson County Sheriff’s Department. At the Sheriff’s Department, he worked as a jail officer, patrol officer and detective. He also was as a training officer, firearm instructor, SWAT team member and K9 officer. After leaving the Sheriff’s Department, he worked for several local Police Departments while building his private investigative agency. Rick’s PI firm worked primarily with major insurance companies and corporations. The firm specialized in surveillance and corporate internal fraud investigations. In 1997, he was hired by Fortis Benefits (Assurant Employee Benefits) as a investigator in their Indianapolis Benefit Center. While working with Fortis, Rick investigated both short and long term disability cases. Rick holds the Certified Fraud Examiner (CFE) designation for the Association of Certified Fraud Examiners (ACFE) as well as six designations from America’s Health Plans (AHIP).
Rose, Stephanie leads the team for Enterprise Content Management solutions within the Insurance industry for Security MicroImaging, headquartered in Milwaukee, Wisconsin. Stephanie holds the designation of Professional, Academy for Healthcare Management from America’s Health Insurance Plans and has a passion for helping health payors streamline operations, improve compliance and gain competitive advantage through innovative technology-enabled solutions. Stephanie’s consultative approach to business process automation as an Enterprise Content Management Practitioner has yielded significant labor & cost savings, compliance and increased accuracy for health payors. Stephanie resides in Milwaukee, Wisconsin and holds a Bachelor of Science degree from Marian University.
Schuman, Gary is Senior Counsel at Combined Insurance Company of America, Glenview, IL. He is responsible for managing nationwide life, health and employment litigation as well as providing day-to-day legal support to the company’s Claims, Underwriting and Policyholder Service Departments. Mr. Schuman is widely published and lectures frequently at national seminars on these topics.
Scullion, Doug is a partner with Gordon & Rees LLP in its San Francisco office. He advises and represents life, health and disability insurers in a variety of coverage matters and claims-related litigation, including class actions and arbitrations. Prior to joining Gordon & Rees Doug worked for several years as a commercial litigator in Canada. He received a Masters in Law from the University of California, Berkeley (Boalt Hall School of Law), and is a graduate of the University of British Columbia (LL.B) and The University of Western Ontario (BA). Doug is a member of the ICA’s Law Committee as well as the Defense Research Institute, the American Bar Association, and the Bar Association of San Francisco.
Shomaker, Jeff is the Director of Individual Life Claims at Symetra Life Insurance in Bellevue, WA. Jeff has more than 20 years of life insurance management experience in a variety of areas including new business, policy service, and claims. Jeff has been an active ICA member for many years and has served on the ICA Life Committee since 2001. He holds a Bachelor of Business Administration in Marketing from the University of Texas at Austin and has been very involved in continuing his insurance education by obtaining the CLU, FLHC, and FLMI designations. Jeff has also obtained the Series 6 and 63 licenses.
Simpkins, Kelly is a senior litigator with substantial experience in life, health, and disability and property insurance defense; bad faith litigation; commercial and business litigation; and products liability. He has represented insurers in bad faith actions, regulatory matters, and sales practices/agent fraud claims both in Mississippi and numerous other states. His cases range from single claimant cases to the defense of complex and mass tort actions. He has litigated and tried cases involving bad faith claims, sales practices, oil and gas contracts, commercial paper, property disputes, and securities matters, among many others. Kelly is a member of The Mississippi Bar, the Tennessee Bar Association, Mississippi Defense Lawyers Association, the Defense Research Institute, the International Claims Association, the Hinds County Bar Association, and the American Bar Association. He is a former member of the Charles Clark Chapter of the American Inns of Court. Kelly was selected as a Mid-South Super Lawyer in 2008. He has served as the assistant editor for the Mississippi Law Journal, editor of the Jackson Young Lawyers Newsletter, on the Mississippi State Bar Committee for Alternative Dispute Resolution, and on the Hinds County Bar Professionalism Award Committee. Kelly is currently a contributing editor of the ABA Compendium on ERISA and serves on the Law Committee for the International Claim Association. Born in Meridian, Mississippi, Kelly attended Mississippi State University, received his B.A. (cum laude) from Covenant College, and his J.D. (cum laude) from University of Mississippi School of Law.
Smart, Yvette is the Director of Claims and Learning & Development for Tufts Health Plan, a Watertown, Massachusetts based managed care organization serving over 700,000 members in New England. Yvette has over 12 years of experience in healthcare operations and is a Certified Healthcare Chart Auditor through the AHCAE (Association of Health Care Auditors and Educators).
Sullivan, David is an Assistant Vice President at Americo Life, Inc. David currently oversees the Claims Department and works with his team in handling contestable and incontestable life claims, as well as disability, waiver of premium, group and health claims. In addition to Claims, David oversees the Operational Compliance unit, which handles all of the company’s fraud investigations, Market Conduct inquiries, and sales and service complaints. David has been a member of Americo’s management team for the last nine years. Prior to working with Americo, David spent over three years working for a niche market insurer handling property and casualty claims. He also has experience in new business and underwriting. David graduated from Missouri State University with a Business Administration Degree (Emphasis on Management), and a Minor in Insurance.
Sullivan, Timon “Tim” is a shareholder in Ogden, Sullivan & O’Conner, P.A., a Florida law firm with offices in Tampa and Orlando which represents clients in state and federal courts throughout the State of Florida. His practice includes the litigation, mediation and trial of Life, Health and Disability claims and lawsuits. Mr. Sullivan is board certified as a civil trial lawyer by the Florida Bar and is an Advocate level member of the American Board of Trial Advocates. He is an active member of the ICA, Federation of Defense and Corporate Counsel, Florida Defense Lawyers Association, and DRI.
Thornsbury, Rosanne has been in the life insurance industry for over 25 years. She currently manages the Financial Control and Reinsurance Unit of LFG Claim Department in Greensboro, NC. Her responsibilities include the financial, regulatory, compliance, systems and audit aspects of claims processing. She is also responsible for the processing, reporting and treaty compliance of reinsurance claims. Rosanne obtained her BA from the University of Kentucky.
Tolle, Norman is a partner with the law firm of Rivkin Radler LLP in Uniondale, NY. He is a 1972 graduate of New York University School of Law. After practicing in the Litigation Division of Equitable Life for 25 years, Norman entered private practice in 1998 with a focus on the representation of life, health and disability insurers in state and federal court. He has extensive experience litigating claims relating to individual and group policies, annuities, class actions, insurance fraud, and agent’s contracts. Norman has published numerous articles of interest to the life insurance industry and has been a speaker and panelist at numerous industry conferences, including The American Council of Life Insurers, Eastern Claims Conference, International Claims Association, Dynamics of Disability, American Conference Institute and American Academy of Insurance Medicine.
Tranter, Ronda S. is Assistant Vice President & Counsel for Unum in Chattanooga, TN. Ms Tranter graduated from Indiana University School of Law – at Indianapolis in 1999 and was admitted to the Florida Bar in 1999 and the Tennessee Bar in 2001. Ms. Tranter manages ERISA and non-ERISA governed claim litigation. Ms. Tranter also spends a significant amount of time negotiating pre-suit resolutions in disputed matters. Prior to joining Unum, she worked as an associate in a small firm in Florida.
Vandy, Kate is Corporate Counsel and Assistant Vice President at The Penn Mutual Life Insurance in Horsham, Pennsylvania. At Penn Mutual, Kate provides legal advice on a wide range of issues to all areas of the organization, including the Claims, Underwriting and New Business Departments and overseeing litigation related to those areas. In addition, she serves as Penn Mutual’s Privacy Officer. Kate is a past President of the Greater Philadelphia Claims Association; has earned the Associate, Life & Health Claims designation from LOMA; and holds NASD Series 7, 24 & 51 licenses. Kate is a graduate of Mount Holyoke College and Rutgers University School of Law.
Wahby, Eli Senior Claims Consultant, joined LOGiQ3 Corp, a Life Reinsurance company specializing in Underwriting, Audit Services and Business Process Outsourcing, as an independent consultant in 2009 after nearly 12 years serving in various capacities with Manulife Reinsurance. Prior to joining Manulife Reinsurance, Eli held responsibilities for management of claims, customer service and annuity operations with various direct writers marketing their products through traditional agency and brokerage channels. Eli’s experience includes the areas of life, disability (WP, DI and LTD), special risk and critical illness claims. His industry accreditations include receiving the FLHC, FLMI, ACS and AIAA designations; Eli has been a presenter at various conferences including the Canadian Reinsurance Conference, the Canadian Life and Health Insurance Association, LOMA, the Life Insurance Institute of Canada and the Asia Pacific conference hosted by Manulife Financial. He is currently serving on the Marketing Committee of the International Claims Association and has written several articles for its publications. Eli is one of the founding members of the Toronto Claims Association (founded in 1999). In 1996-1997 Eli was Chairman, Claims Section, Canadian Life and Health Insurance Association. Eli resides in Toronto, Canada where he studied at the University of Toronto in the Bachelor of Commerce Program.
Wang, Henry is a litigation partner with Reed Smith, LLP in Los Angeles. His practice focuses on general business litigation, with a specialty in representing insurers in matters involving annuity, life, health, accidental and dismemberment, and disability insurance. He received his undergraduate degree from University of California at Berkeley and his law degree from Tulane University School of Law.
Warner, Edwin R., President, Automated Management Services, Inc., Clearwater, FL, has provided practice management consulting services to physicians in a broad range of specialties for over 23 years. His services include operational reviews and accounts receivable troubleshooting involving CPT code analyses, financial feasibility studies, compensation formulas, contract negotiations, and recruitment. He has developed and managed business ventures including birthing centers, home health agencies, laboratories, and therapy centers. He consults with disability carriers, performing CPT and CDT code analyses to define occupational duties for medical professionals, pre and post disability. Prior to forming his own business, Ed was Vice President, Bay front Medical Center, St. Petersburg, FL, a 500 bed teaching hospital, where he developed a level II trauma center, a model outpatient practice for family practice and OB/GYN residencies, and a radiation therapy center. He holds bachelors and masters degrees in Industrial and Systems Engineering from the University of Florida.
Watson, Lori serves as Practices and Quality Assurance Leader for Genworth LTC Claims and has been with this organization for 22 years. Lori and her Practices team are responsible for the design, development, and dissemination of Standard Operating Policies and Procedures for LTC Claims. She and her team also assist in the design of Genworth’s long term care insurance products and the implementation of new product processes for Claims. Lori is responsible for the Claims Services Quality Assurance Program and leads a team of internal auditors who perform various LTC claim audits. Lori’s passion for education allows her to be instrumental in producer LTC claims education and she conducts numerous training sessions for all sales distribution channels. She is the current Chairperson for the LTCi’s industry Long Term Care Claims Advisory Committee and holds a BA in Business Administration from the Dominican University of California.
Welter, Brian has over 10 years experience in the group disability insurance industry. He has been with ING/ReliaStar Life Insurance Company since 2002 with various roles in both Short Term Disability and Long Term Disability claims management. His most recent role has been serving as their Risk Resolution Manager. Brian also serves as an executive committee member on the Midwest Insurance Fraud Prevention Association. Brian also holds a Private Investigation Diploma and is currently pursuing his Certified Fraud Examiner (CFE) certification.
White, Mark D. is the managing shareholder of Sprouse Shrader Smith P.C., Amarillo, TX. Mark has been Board Certified in Civil Trial Law by the Texas Board of Legal Specialization since 1987. Other professional activities and awards include: Texas Commission for Lawyer Discipline, 2002-2006, Chair, 2003-2006; Supreme Court Task Force on The Texas Disciplinary Rules of Professional Conduct, 2003-2006; State Bar of Texas Standing Committee on Continuing Legal Education, 2007-2010; State Bar of Texas Task Force on Lawyer Mental Health Issues, 2006; Board of Directors, State Bar of Texas, 1999-2002 (Committee Chair, Facilities & Equipment, 2001-2002; Committee Chair, Disciplinary/Disability Systems Oversight, 2001-2002); Amarillo Area Bar Association, President 2006; Texas Tech University School of Law Foundation Board, 2010-present; Basic Mediation Training, 40-hour course; The Dispute Resolution Training Institute/Texas Tech University, 2009; Sustaining Life Fellow, Texas Bar Foundation; Fellow, American Bar Foundation; State Bar of Texas Presidential Citation, June 2004; recipient of Judge Sam Williams Award, 2007. Mark is a member of International Association of Defense Counsel, American Board of Trial Advocates, Texas Association of Defense Counsel, Inc., Defense Research Institute, American Bar Association, and ABA Center for Professional Responsibility. Mark received a B.B.A. in Finance from Texas Tech University in 1979 and a J.D. from Texas Tech University School of Law in 1982.
Willis, Eric is the Director of Business Development for Security MicroImaging Corp. (SMC). Eric is responsible for developing effective growth strategies for SMC’s vertical market segments of insurance, healthcare and manufacturing. Leading SMC’s sales and marketing teams, Willis is accountable for bringing new enterprise content management (ECM) solutions to market and growing the SMC brand. Prior to joining SMC, Willis filed various roles throughout Hyland Software, strengthening his scope of ECM knowledge, most notably in the insurance space. Some of these roles include Product Manager and Insurance Sales & Marketing Manager. Willis also spent five years in management at Fifth Third Bank’s operations division. Willis is a Certified Document Imaging Architect (CDIA+), AIIM Enterprise Content Management Practitioner and an AIIM Electronic Records Management Practitioner. He has presented at several educational events including Insurance Accounting & Systems Association (IASA) meetings, Association of Records Managers and Administrators (ARMA) International conferences and Hyland Software technology conferences.
Zinck, Tracey has 19 years of experience in health and group disability insurance. As AVP of claims, she is responsible for the strategic and operational leadership of the Disability RMS Claims organization, providing clients with superior claims service and risk management expertise. Prior to joining Disability RMS in 2005, Tracey held management positions with Anthem and Unum Reinsurance. She is a frequent speaker on health, workers’ compensation, and long term disability insurance and was recently published in The National Underwriter. Tracey earned her bachelor’s degree, magna cum laude, from Quinnipiac College and received a Juris Doctor degree from the University Of Bridgeport School Of Law. She holds all required Third Party Administrator state licenses.
Zitz, Peter is the current Area Work Incentive Coordinator for Central and South Texas for the Social Security Administration. He started with Social Security in October 2003 as a Claims Representative after graduating from the University of Texas with his BA in Liberal Arts and has been in his current position since July 2008. Peter has been involved in outreach and training with the agency for several years making presentations to the public as well as teaching classes in the regional office.
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