| 2008 SPEAKERS
(Speakers are listed in alphabetical order
by last name).
Helen J. Alford, Esq.
5.9, 7.7
Alford, Clausen, & McDonald, LLC.
Helen Alford is a senior member of the law firm of Alford, Clausen & McDonald, LLC in Mobile. A graduate of Tulane University, having received her JD cum laude in 1982, Helen has practiced in Mobile for 26 years. She is also a member of the Bars of Mississippi, Texas and Tennessee. Helen serves as Vice President of the Federation of Defense Corporate Counsel. Helen is an active member of the Defense Research Institute, and is being named the President of the Alabama Defense Lawyers Association in June of this year. She is a Certified Alabama State Court Mediator and is a member of both the Alabama and American Arbitration Association panel of arbitrators. In addition to an active Workers’ Comp defense practice, Helen practices in the areas of alternate dispute resolution, construction claims, extra-contractual and bad faith law, insurance coverage, product liability, and complex litigation. She has authored numerous articles for the profession and is a frequent lecturer for professional and civic organizations. Helen was named by Business Alabama as an Outstanding Woman in Business in 2005 and currently serves as a member of the board of directors for the Girl Scouts.
Gwen Alegre
7.9
UNUM
Gwen Alegre has 11 years of group disability claim experience with Unum US where she currently serves as Claim Director in the Group LTD Claims department. In her career with Unum, she has worked in Long Term Disability claims, Short Term Disability claims, and Operational Training. Gwen received her undergraduate degree from the University of Tennessee in Chattanooga, Tennessee and is pursuing her Master's degree through Vermont College of Fine Arts.
Elizabeth P. Allen
7.5
Gibbons, Bello, Segall, Allen, Halloran, &Wright, P.A.
Elizabeth Allen is a shareholder in Gibbons, Neuman, Bello, Segall, Allen, Halloran & Wright, P.A. in Tampa, Florida and serves on the Firm’s Board of Directors. She graduated cum laude from Stetson University College of Law in 1988. Since her admission to the Florida Bar in 1989, Ms. Allen has been practicing in the area of ERISA/insurance benefits litigation. She is also admitted to the Northern, Middle and Southern Federal District Courts of Florida and the Eleventh Circuit Court of Appeals. She was an adjunct professor at Stetson University, College of Law, from 1988 to 2001. Ms. Allen is a member of the Health Committee of the International Claims Association. She is included in the 2005-2006 Strathmore’s Who’s Who. Ms. Allen has authored several articles regarding various insurance issues and has presented on ERISA at numerous national and local seminars. She is the Editor of “Insurance Law Update”, a free e-mail service offered by her firm, which updates recipients on ERISA and health/life/disability insurance issues in Florida's state and federal courts.
Dale Banda
6.6
California Department of Insurance
Dale Banda is the Deputy Commissioner of the Enforcement Branch for the California Department of Insurance including the Fraud Division and Investigation Division. Mr. Banda has more than 27 years of law enforcement experience beginning with uniform patrol as an officer, pilot, and sergeant, and then as a CDI fraud investigator, supervisor, chief investigator, and division chief. He has extensive managerial and program experience in planning and directing statewide law enforcement operations. The Fraud Division oversees five major anti-fraud programs: Automobile, Organized Automobile Insurance Fraud Activity Interdiction, Workers’ Compensation, Property/Casualty/Life, and Disability/Health Care. The Investigation Division enforces the criminal and administrative laws related to insurance agents, brokers and insurance companies, specifically Premium Theft, Senior Citizen Abuse, Title Insurance and Bail Bond issues. As Deputy Commissioner, Mr. Banda provides program planning and oversight, budget control, training, outreach, state and regional case development, and strategic planning to the Enforcement Branch. He has a Bachelor of Arts degree in Political Science from California State University, Sonoma.
Judy Bass
2.6
State Farm Insurance Companies
Judy Bass is a person dedicated to increasing knowledge and demonstrates this by her achievement of the following professional designations: FLMI, LTCP, MHP, ACS, HIA, ALHC. Judy has been involved for the past 12 years with the development of LTC claims processes, procedures, and training for State Farm Insurance. She currently supports 1/2 of State Farm's LTC Claim Examiners across the US from her Bloomington, IL, Corporate Headquarters location. Judy's experience, beginning with her involvement with State Farm's entry into the LTC book of business in 1996, has earned her a reputation of being an expert in the claim field, a person to be called on whenever questions pertaining to LTC arise. Her more recent activities include being part of a working committee in regularly held ALCI & NAIC meetings to discuss evolving LTC Partnership Policy issues.
Michael F. Bell
2.1
Galton & Helm LLP
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. He also represents insurers and financial service companies in NASD arbitration proceedings and related financial services litigation. 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 Association of Southern California Defense Counsel, the Defense Research Institute, and the Los Angeles County Bar Association. Over the past five years, Mike has been a frequent speaker and panelist at industry meetings and conferences, including ECC, WCC, and ICA Annual Meeting.
Mary A Beaufait
6.2
Hanover Life Reassurance Company of America
Mary A. Beaufait is the Claims Manager at Hannover Life Reassurance Company of America. Currently she oversees and manages the processing of Individual Life and Group Life and Health reinsurance claims. She has been with Hannover since 2001 and has over 30 years experience in the Life & Health claim industry.
Barbara L. Blick
1.2
Open Solutions
Barbara Blick is vice president of account relations with Open Solutions’ asset retention solutions division. Her responsibilities include managing 44 client relationships across North America, acting as insurance client liaison with Open Solutions’ operations. Ms. Blick has been with Open Solutions since December of 2000. She has more than twenty-three years of experience in the financial services industry, including working as a vice president of new business development for PFPC, Inc. in Wilmington, DE as well as a senior relationship manager for SunGard Shareholder Systems Inc. in Wayne, PA. Ms. Blick’s credentials include a Bachelor of Science degree in Business Administration from University of Louisville and Masters in Management - Business Administration from Pennsylvania State University. She is a Chartered Life Underwriter (CLU) and is currently pursuing her Chartered Financial Consultant (ChFC) designation.
Mary Bomm
3.9
Northwestern Mutual
Mary Bomm has nearly 16 years experience in the claim industry, including 11 years in disability income claim management. Currently, she is a Disability Benefits Training Consultant which involves the writing and re-writing of claim guidelines, preparing training materials and teaching the administration of various Disability Income products offered by Northwestern Mutual. Mary studied business at the University of Milwaukee, Wisconsin and carries the ACS and FLMI designations.
Rich Buckley, Esq.
2.9, 4.8
The Prudential Insurance Company of America
Rich Buckley is Vice President and Corporate Counsel for The Prudential Insurance Company of America. In this role, he provides advice to Prudential's Individual Life Insurance Division and Abandoned Property Operations. Prior to joining Prudential, Rich was an associate at LeBoeuf, Lamb, Greene & MacRae, and was Vice President, Associate General Counsel at Everest Reinsurance Company. Rich graduated from Montclair State University with a BA in English and Philosophy, and earned his law degree from Rutgers University School of Law - Newark, where he was Articles Editor for the Rutgers Computer and Technology Law Journal.
Marc Carlson
3.1, 4.1
Modern Woodmen of America
Marc Carlson is the supervisor of Life Claims for Modern Woodmen of America. His area of responsibility includes 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 experience as a Senior Underwriter and works very closely with his current underwriting staff.
Lucille Chatham
6.2
Munich American Reassurance Company
Lucille Chatham is a Claims Officer with Munich American Reassurance Company. She is responsible for Claim Administration and Quality Control for the Claim Department. Lucille has over 20 years of Life and Health experience in the Insurance Industry. She has worked at Munich since 2000.
Leo Corcoran
4.4
Leo Corcoran has over 20 years experience in the software industry. Over the past 12 years he has worked in the insurance market in North America successfully delivering sales and marketing strategies that identify niche market propositions with a particular focus on claims management systems for the Life & Health market.
Melissa M. Cowan, Esq.
1.8
Burke, Williams & Sorensen, LLP
Melissa Cowan is a partner with Burke, Williams & Sorensen, LLP in its Los Angeles office. Her diverse practice encompasses complex commercial litigation on behalf of life, health and disability insurers, as well as defense of agents/brokers. Her areas of expertise include ERISA, bad faith, and fraud. She has successfully represented clients in federal and state courts at both the trial and appellate levels, including obtaining a jury award of punitive damages against a fraudulent insured. Melissa received her J.D. degree from University of California, Los Angeles, in 1994, and graduated summa cum laude with a B.S. in finance from California State University, Long Beach, in 1991. She speaks frequently at industry meetings and conferences, including the ECC, WCC, MCC and ICA Annual Meeting.
Kenneth Cunningham
4.6
ChoicePoint Company
Kenneth Cunningham is Vice President and General Manager, joined Magnify, a ChoicePoint Company, in August, 1998 as Chief Operating Officer bringing 30 years of experience in international financial services. He has overseen the development of Magnify's insurance claims analytics for fraud and subrogation, and the implementation of those analytics in major Property and Casualty insurance carriers. He received a B.A. degree in Economics from The Colorado College.
Carol Davis
3.8
UNUM
Carol Davis has over 16 years of human resources experience, including significant work with employee relations, HR compliance including ADA and FMLA practices, paid time off program design, and return to work program implementation. In her current role, she provides program development services to Unum customers focused with improving the health and productivity of their workforce. She joined Unum in 1984 and worked prior to that for North Carolina Memorial Hospital and the University of North Carolina Medical School. She received her B.A. from the University of North Carolina at Chapel Hill. Her professional designations include Certified Employee Benefits Specialist (CEBS), Fellow Life Management Institute (FMLI) and a registered cytotechnologist with the American Society of Clinical Pathology, CT(ASCP). She is a member of the Society of Human Resource Management.
Robert Dean
4.6
Robert Dean recently retired from Unum after serving as Vice President in charge of the Corporate Special Investigation Unit for over 12 years. In this capacity, he was responsible for the operation and strategic direction of Unum's SIU and the development and implementation of an anti-fraud technology utilizing predictive models to provide early detection of potentially fraudulent claims. He received a B.S. degree from East Tennessee State University and a M.A. degree from Central Michigan University.
Steven Del Mauro, Esq.
6.8
McElroy, Deutsch, Mulvaney, and Carpenter, LLP
Seven Del Mauro 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.
Craig Dixon
3.7
State of California Department of Insurnace Field Claims Bureau
Craig has managed the State of California Department of Insurance (CDI) Field Claims Bureau since 1999. This bureau administrates market conduct examinations of claims handling activities by insurers. Craig has worked within the Consumer Services Division as a supervisor in various bureaus since 1989.
Some of the previous tasks Craig has been assigned to are: drafting of legislation and performance of testimony in its behalf; providing flood insurance advice; representing the Department on national insurance issues including settlement of enforcement actions and providing educational outreach to the public and insurance industry.
Craig is a graduate of the Azusa Pacific University School of Business and Management.
Brenda Dolan
5.3
Brenda Dolan has 20 years of experience in the insurance industry, primarily in Group and Individual Life and DI claims, and Waiver of Premium claims. She began her career with Federated in third party administration of health and dental claims, and medical case management. She has been the Life and DI representative on a cross functional product development team for more than 12 years, which includes developing life insurance products, writing policies and preparing training materials. She is a member of the advanced training panel for the marketing force and has also developed and implemented the installation program for new Group and Individual Life and Disability claim professionals.
Mark Doyne, M.D.
6.3
MES Solutions
Mark Doyne 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.
Scott Dennull
3.4
CareSource Management Group
Scott Dennull spent 20 years in a large international company holding various IT professional positions. In 2004 he was brought on to CareSource Management Group as the Director of Infrastructure Services. CareSource is a fast paced and growing billion dollar company that serves the Medicaid population in OH and MI as a Managed Healthcare Organization. In his tenure he has overseen the development of a Strategic, Service Oriented Architecture including Technical Solution Strategies, Enabling Technology Roadmaps, IT Service Portfolio, and worked with the business to create a Business Service Portfolio. Scott is an experienced speaker at industry conferences.
Christine G. Fiarito, Esq.
2.2
Allstate Insurance Company
Christine G. Fiarito has worked for Allstate Insurance Company the last 14 years in various areas including accounting, claims litigation, and tax, and is currently Associate Tax Counsel for Allstate Life Insurance Company, specializing in annuity taxation. In her current role, Christine consults with many areas within the organization regarding tax issues that arise during product design, implementation, and ongoing administration. She received her Juris Doctor in 1999 from DePaul University College of Law.
Jeff Fincun, Esq.
2.9, 4.8
Weston Hurd LLP
Jeff Fincun is a senior partner in the law firm on Weston Hurd LLP in Cleveland, Ohio. Jeff's practice is concentrated in the fields of life, health, and disability insurance, ERISA claims, and financial services litigation in the state and federal courts in Ohio. Jeff is a graduate of Bucknell University and Case Western Reserve University Law School. He is a member of the Ohio State Bar Association, ICA Law Committee, and the Defense Research Institute.
Nancy Ford
1.1, 6.10
Principal Life Insurance Company
Nancy Ford received a Bachelor of Arts degree in business administration and holds the designations Fellow, Life Management Institute; Associate, Customer Service; and Associate, Life and Health Claims. She has more than 30 years experience handling claims, compliance and management duties for Principal Life Insurance Company. Her background includes work on group life, disability, and health product lines. For the past five years, Nancy has worked in Individual Life Claims.
John A. Friederich
2.9, 4.8
Royal Neighbors
John A Friederich is a Senior Assistant General Counsel at Royal Neighbors. John is a 1981 graduate of the University of Iowa with high distinction.
Daniel W. Gerber
Goldberg Segalla LLP
Daniel W. Gerber is a partner of Goldberg Segalla LLP in New York. He maintains a practice in commercial litigation with a focus on complex insurance coverage disputes and analysis. He chairs the firm’s Life Health & Disability, as well as its Insurance Coverage and Reinsurance practice groups. He recently authored the Life Insurance Chapter for the renowned Insurance Treatise, New Appleman's Insurance Law Practice Guide, and is a monthly contributor to Mealey’s Emerging Insurance Disputes. He argues regularly before State and Federal Appellate Courts. He is the immediate past membership chair of DRI's Life Health & Disability Committee. He will chair that committee's annual seminar in 2010. Mr. Gerber has authored several chapters on discovery in insurance litigation, as well as risk shifting issues. Mr. Gerber possesses an AV rating from Martindale Hubbell, a Super Lawyer designation from Law & Politics Magazine, and has been named consecutively by his peers to Business First's Who's Who in Law.
Michael Glasheen
2.9, 4.8
McCarter & English, LLP
Michael Glasheen is a partner with the law firm of McCarter & English, LLP in its Philadelphia, PA office. He is a graduate of Lehigh University and Georgetown University Law Center (1973). Mike has extensive experience representing insurance and financial services clients in contractual disputes and claims decisions, both under ERISA and individual policies; sales practices litigation; financial services litigation; multi-district litigation; business torts; interpleaders; policy rescissions; claims for bad faith and punitive damages; and FINRA (formerly NASD) arbitration. He is a past Chair of the Life Insurance Law Committee of the Tort Trial and Insurance Practice Section of the American Bar Association. Mike is a member of the Law Committee of the ICA, as well as a member of the Association of Life Insurance Counsel.
Fred Gosman III
2.8
F.W. Gosman & Company
Fred Gosman is a partner with F.W. Gosman & Company, is a leader in providing forensic and investigative accounting services for the insurance industry. Over the past 20 years, Fred has been involved in thousands of claims, including disability income and business overhead expenses, performed valuations for buy-sell coverage, and analyzed the claimed activities or duties of many professionals. He has been involved throughout litigation-related matters, including mediation and arbitration as well as trial, and successfully provided expert testimony and exhibits in state and Federal courts across the United States. Fred has served as a speaker and panelist at various claim association conferences including the Eastern, Western, and Southern Claims Conferences.
Jeff Green, PhD
2.4
Disability Management Services, Inc.
Jeff Green has been a practicing psychologist since 1977. Since, 2000, Dr. Green has been the Clinical Director of Disability Management Services Inc., a third party administrator responsible for the management of disability claims. He oversees six in-house clinicians, as well as manages a national network of clinical and forensic psychologists and neuropsychologists who meet face to face with claimants and their doctors to assess the extent of functional and occupational impairment. Dr. Green has presented nationally to the disability insurance industry on topics pertaining to the clinical evaluation of psychiatric disability claims. In addition to his position at DMS, Dr. Green also maintains a private practice with a focus on substance recovery, depression and anxiety disorders. Specifically, Dr. Green has added expertise in anxiety as it relates to co-morbid physical conditions and the psychological adaptation to long term disabling conditions. Dr. Green has consulted extensively to inpatient and outpatient settings in his areas of concentration. Currently, Dr. Green also teaches clinical coursework in therapy technique and theory as an adjunct faculty member at the college level.
Nancy E. Gunnard
6.4
UNUM
Nancy Gunnard is an assistant vice president at Unum in Worcester, Massachusetts. She provides legal support to Benefits Operations regarding individual disability coverage and claims including ERISA, non-ERISA, and bad faith, as well as legal support for regulatory compliance and filing. Prior to joining Unum, she defended professional liability, premises liability and personal injury litigation in Illinois and Massachusetts. She is admitted to practice in Massachusetts, Illinois and the U.S. District for Northern Illinois. She received a Bachelor of Science in business administration from Anna Maria College, Paxton, Massachusetts and her Juris Doctor degree from the John Marshall Law School in Chicago, Illinois.
Zeev Haskal
5.4
Mega Group Investigations
Zeev Haskal is the founder and CEO of Mega Group Investigations. Prior to beginning Mega Group is 1989 he served for nearly a decade in the Israeli Special Forces and Secret Services as a Specialist in intelligence collection and dignitary protection. Mr. Haskal speaks regularly to the California Bar Association and has been a guest lecturer to the FBI and Dept of Justice. He is a member of the World Association of Detectives, the Association of Certified Fraud Examiners, the National Association of Professional Background Screeners, the American Society of Legal Investigators and the California Association of Private Investigators.
Paul D. Hipworth
1.2
Paul D. Hipworth is a retained asset account CPA specialist. Paul has managed all aspects of the insurance-side of Retained Asset Accounts (RAA) and monitored related key indicators. He has over twenty years experience in the Life Insurance Industry. Responsible for managing recurring Earnings, Cash Flow, Retention, Claims Capture (into multiple LOB’s), Interest Rate setting and Bank TPA coordination. He has worked closely with Product Marketing, Operations, IT, Individual & Institutional LOB’s, Senior Management and Claims and has participated in many Group & Individual “new money” initiatives, including several significant acquisitions of new business blocks. He’s merged existing in-house and subsidiary RAA programs into Parent programs and the assets into the General Account dedicated portfolio, gaining efficiency of scale for investment income. Paul is a frequent presenter at Industry Conferences and RAA vendor meetings on RAA Profitability and other related Retained Asset Account topics. Other presentations have included rate-setting, growing existing programs, dedicated staffing, changing demographics of accountholders and repetitive payments.
Kim Houston
4.1, 5.9
Protective Life Insurance
Kim Houston is currently an Assistant Vice President for Protective Life Insurance. She has over 18 years of claims experience with the last 13 years in individual life and health claims. She oversees the claims operation for Protective Life including life and health claims, contestable claims review, reinsurance billing and collections, and quality assurance. Kim is a member of the ICA Life Committee. Kim received her undergraduate degree from Jacksonville State University in Jacksonville, AL.
Jack J. Johnsey
1.9
The Jacobson Group
Jack Johnsey is a Senior Vice President of The Jacobson Group and plays a significant role in the continued development of the niche professional and human capital services firm. In addition, Mr. Johnsey leads the firm’s Jacobson Solutions – Healthcare Resources division, which is the premier provider of travel-based interim project teams in rapid response to the insurance/managed care industry’s critical and often unforeseen workload situations. He is a key member of the firm’s Executive Advisory Board and brings 20 years of business development expertise to his executive role with Jacobson. His dynamic background encompasses a proven track record of strategy-building, operations, marketing and human resources in the healthcare, customer service and consulting arenas. He is an active participant in the insurance/managed care community and participates in a number of industry events on both the local and national levels. Mr. Johnsey graduated with a Bachelor of Arts degree from Miami University of Oxford, Ohio.
Barry L. Johnson, DDS
1.6
HealthCare Insight
Barry L. Johnson is a founding partner of HealthCare Insight and has served as CEO/President since January 2001. During this time, the company has experienced intensive development, rapid staff expansion and phenomenal growth. Before joining HCI, Dr. Johnson was Senior Vice President of Medicode, a healthcare software database company. He is a coding and reimbursement expert, and has over 18 years of experience in software and database development. He chaired the Insurance Committee of a State Dental Society. He is a Certified Dental Consultant and a Fellow of the Academy of General Dentistry. He earned his DDS from Northwestern University School of Dentistry and a B.S. from the University of Utah.
Neal Jones
7.2
General Re
Neal Jones 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.
Les Kertay, PhD
7.3
UNUM
Les Kertay is a lead Medical Director with Unum, where he manages physicians involved in the evaluation of medical information in claims for long-term disability. He has worked in private practice with adults and adolescents, with an emphasis on forensic evaluations and long-term, character-oriented psychotherapy. His specific expertise is in co-morbid general medical/psychiatric issues.
Judi Kimmell
2.5, 5.5
Employee Benefit Management Services, Inc.
Judi Kimmell is a registered nurse and certified pediatric nurse, plus holds a Bachelor’s Degree in Nursing and a Master’s Degree in Organizational Management. She joined EBMS’ eligibility and claims operations team in 2002. Judi is actively involved in the International Claims Association (ICA), serving as a member of the Executive Committee and Health Committee. Her talents have been recognized industry-wide, as she is often invited to speak at conferences or events. Most recently, Judi spoke at the 2007 Claims Management Summit, 2008 SIIA MGU Conference, and the 2007 ICA annual conference.
Paul Kirk
3.3
Swiss Re Insurance
Paul Kirk brings 21 years of occupational and disability case management experience to his role at Swiss Re Insurance. For the past five years, he has concentrated on vocational case management of individually-purchased disability claims while refining a strong occupational research capability and excellent case management focus. Throughout the years, Paul has worked for several disability insurance carriers as well as private disability managed-care organizations across multi-line disability insurance products. Paul is licensed as a Professional Counselor and certified as both a Rehabilitation Counselor and Case Manager. His insurance industry claim experience has been national in scope. His specialty is in the vocational case management and resolution of mental/nervous claims.
Rachel Krause, Esq.
5.8
Ogden & Sullivan, P.A.
Rachel Krause is a senior associate with Ogden & Sullivan, P.A., in Tampa, Florida. She concentrates her practice on the defense of life and disability insurance, ERISA, and annuities matters. She is a graduate of Mercer University School of Law.
Leonor M. Lagomasino, Esq.
6.4, 7.4
Carlton Fields, P.A.
Leonor Lagomasino 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 also frequently consulted by insurers on a pre-litigation basis. Ms. Lagomasino is a member of the ICA Law Committee and also serves as a vice-chair of DRI's life, health and disability committee. Leo graduated from the University of Florida, College of Law.
Larry B. Lambert
6.7, 7.6
Larry Lambert consults with governments and private companies on matters of corporate intelligence and crisis management. He assists companies in the insurance industry with foreign death investigations. He retired from the Orange County (CA) District Attorney’s Office where he worked extensively in the field of Asian Organized Crime investigation and prosecution and from commissioned service with the US Navy’s special operations and intelligence communities. His background as a senior manager in national security, international diplomacy and multi-national projects extends through Europe, the Middle East and Asia. He has lectured and conducted specialized training on topics related to Asian Organized Crime in Asia, the Asian Subcontinent, Europe and North America. He is a past president of the International Association of Asian Crime Investigators and is currently deputy director of the Center for Asian Crime Studies, a think tank based in Bethesda, Maryland.
James Lampkin
4.9, 4.1
Alford, Clausen & McDonald, LLC
James is an equity member of Alford, Clausen & McDonald, LLC concentrating his practice in the defense of insurance companies. James is admitted to the State Bars in AL, MS, FL and GA, including all federal courts in AL and MS and the Northern District of Florida. He is also admitted to practice before the US Supreme Court, the Fifth Circuit Court of Appeals and the Eleventh Circuit Court of Appeals. He is the Editor of the Alabama Defense Lawyers Journal and a member of the Alabama Defense Lawyers Association, the Alabama Trial Lawyers Association, DRI, International Association of Defense Counsel and the International Claims Association. He has spoken at the EEC and several NBI seminars involving insurance matters. He is a member of the Insurance Committee and the Life, Health & Disability Committee of DRI. He has published numerous articles regarding insurance clams litigation. He is a 1989 cum laude graduate of Cumberland School of Law and obtained a BS Degree from East Tennessee State University.
Daryl Lepak, RN
5.3
Northwestern Mutual
Daryl Lepak has been with Northwestern Mutual for 12 years as a Medical Consultant to the Underwriting and Claims divisions for the Life and DI product lines. His responsibilities also include overseeing the medical training program and most recently, the development of medical competency guidelines. Prior to joining Northwestern Mutual, he worked as an RN in a Cardiac ICU, working with high risk open heart patients and in the Emergency Room.
Rob Lesko
1.8, 4.1
Wilson, Elser, Moskowitz, Edelman & Dicker, LLP
Rob Lesko is a partner with Wilson, Elser, Moskowitz, Edelman & Dicker, LLP in Newark, New Jersey, represents insurance companies and other financial institutions in civil and complex commercial litigation before courts and arbitration panels in New Jersey, New York and Pennsylvania. His experience includes litigation of claims for benefits under individual and group life health and disability plans and policies as well as claims relating to the sale of such plans and policies. Rob graduated from Pepperdine University School of Law in 1993, and has practiced in the area of life, health and disability insurance ever since. He is a member of the ICA Law Committee, the Defense Research Institute Life Health and Disability Insurance Committee, and the American Bar Association Tort and Insurance Practices Committee. He has also served as a speaker and panelist at the EEC Conference.
Leo Maes
1.5
Healthcare Solutions
Leo Maes is Vice President of Healthcare Solutions. He has 25 Years Experience in the Healthcare Industry having worked for Equitable Life, John Alden Life Insurance, PacifiCare Health Systems, and HOV Services. Mr. Maes specialized in the Payer role to “Work with Providers and Reduce A/R” and was awarded “Best Payer to Work With” by a major Colorado hospital corporation. He has held various on-site meetings (at Payer) with the Providers assisting with billing issues and provides coding education.
Brad Manning
6.1
American National Insurance Company
Brad Manning is the Vice President, Life Insurance & Annuity Claims Division with American National Insurance Company headquartered in Galveston Island, TX . Brad has spent his entire 18 year career with American National. After a brief 4 year period responsible for managing litigation in the Health Claims Department he transitioned back to the Life Claims arena. Since becoming a member of the Life Insurance & Annuity Claims Division he has held the positions of Claims Consultant, General Manager, Assistant Vice President, and in 2007 assumed the duties of Vice President. Brad prides his relationship with the United Way as a “Leader in Giving” member.
Cynthia Maskol
5.8
Old Mutual, US
Cynthia Maskol is Vice President and Associate General Counsel of Old Mutual US, and manages litigation nationally for its three insurance company subsidiaries and nineteen asset management and investment strategy affiliates. She received her undergraduate degree from Towson University in Maryland, and her law degree from University of Baltimore School of Law.
Jon McDowall
3.6
Fraud Resource Group
Jon McDowall is the Chief Executive Officer of Fraud Resource Group and has been conducting fraud investigations for over twenty years. In that time, he has successfully concluded thousands of identity-related, economic, insurance and business fraud investigations. Jon is a court-recognized expert regarding identity frauds and is the author of "The Identity Theft Handbook." He is a member of the Chicago Electronic and Financial Crimes Task Force, the Vice Chair of the ASIS International Economic Crime Council, a charter member of the Anti-Phishing Working Group and a founding member of the Center for Information Security Awareness. Jon formerly supervised the John Deere Insurance Company's Quality and Special Investigations Unit. He is a graduate of the National Insurance Crime Bureau (NICB) Academy, the NICB Advanced Academy and the John E. Reed School of Interviewing and Interrogation. He studied sociology and philosophy at the American College of Greece in Athens, Greece and Chapman University in Orange, California and has a B.A. in Sociology from North Lexington University. Jon has been providing risk mitigation training for businesses, insurers and public entities for over ten years and is the recipient of the Association of Certified Fraud Examiners' Outstanding Achievement in Anti-Fraud Education Award.
Barbara McMurray
4.5
American Family Mutual Insurance Company
Barbara McMurray has over 27 years of insurance experience with American Family Mutual Insurance Company in life/health claims. She is currently the Education and Training Claims Specialist developing processes and improvements while directing people, processes and projects. Barbara is currently working towards a project management designation through the University of Wisconsin-Madison.
Linda Millar
3.3
Linda Millar has more than 26 years of experience in the individual disability insurance industry. Throughout the years, Linda has worked for multiple disability carriers and has held positions in several areas of insurance companies including, New Business, Underwriting, Information Technologies, Administration and Claims. For the past 16 years, Linda has specialized in disability claims. She has managed claim units involving high indemnity claims, residual/income replacement claims, and psychiatric claims. Linda currently oversees the management of claim units comprised of more that 500 high indemnity claims. Linda is also responsible for supervising and managing the company’s resource employees, including Field Services, Medical staff, CPAs and Database Specialists.
Bonnie Moss
5.10
State Farm Mutual Automobile Insurance Company
Bonnie Moss is a Managing Attorney with State Farm Mutual Automobile Insurance Company’s Claim Litigation Counsel. She manages two of State Farm’s in-house litigation offices in Southern California and deals with issues of remote management daily. Bonnie graduated Loyola University of Chicago School of Law in 1981 and is licensed to practice law in both Illinois and California. She has been working as a Managing Attorney for State Farm since 1998. Prior to that time, she was in private practice defending casualty claims for insurance companies and self-insured corporations.
Bill Mullins
3.1, 7.8
State Farm Life Insurance Companies
Bill Mullins 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.
Pam Newby
2.4
Country Insurance and Financial Services
Pam Newby is a Senior Utilization Management RN in the Life and Disability Claims area of Country Insurance and Financial Services. She has provided case management oversight at Country since 1998 for group and individual disability claims. During her employment with Country she has earned the designations of Health Insurance Associate, Long-Term Care Professional, Disability Health Professional, and Registered Health Underwriter. She is a graduate of St. Francis School of Nursing in 1976. Her clinical arena included many years in the Emergency Department/Trauma Services. Later, she became the coordinator for the Occupational Medicine Center and has worked for Hines and Associates as a Case Manager.
Gary Nolte
1.7, 2.7
Gary Nolte served on the Skokie Illinois Police Department for almost 31 years and retired in 2006. He investigated nontraditional organized crime groups for 13 years. He has been appointed a U.S. Marshall to investigate claims nationwide and assisted agencies in more than 30 states including at the federal level and with Interpol. He was a contributor to a book published by the Chicago Crime Commission "The New Faces of Organized Crime". He received the Paul Chapman National Award from the Foundation of Justice. He also has appeared on Court TV and assisted in writing for Dateline: NBC episode "Other People's Money."
Patti Overman
1.5
Patti Overman has 25 Years Experience in the Healthcare Industry including a prior work history with University Medical Center, Tucson AZ, Little Company of Mary Hospital, Torrance CA, Blue Cross Blue Shield of Arizona, John Alden Life Insurance, Tenet Physician Services, and PacifiCare Health Systems, Phoenix AZ. Ms. Overman has conducted grant work at the College of Medicine on Coding Education, Revenue Cycle Management, Claims Payment, Software Coding Rules Software and Payer System Conversions.
Maria Parker
1.1, 7.1
Principal Life Insurance Company
Maria Parker is a senior claims consultant with Principal Life Insurance Company. She holds the Fellow, Life Management Institute; Associate, Customer Service; and Associate, Life and Health Claims designations. She has more than 13 years experience handling claims, compliance, market conduct and auditing duties for Principle Life Insurance Company. Her background includes legal assistant experience and work on group life and disability product lines.
Nimesh R. Patel, Esq.
6.8
UNUM
Nimesh Patel is an Assistant Vice President & Counsel with Unum Group. He is a member of the Insurance Operations Law Group (InsOps), a division of Unum’s Law & Regulatory Affairs Department, specializing in insurance and employee benefits law, including the ERISA, tax and commercial laws applicable to employer-sponsored welfare benefit plans and worksite insurance offerings. InsOps brings sophisticated technical knowledge to Unum’s marketing, product development, customer service, sales, and underwriting organizations in an effort to find solutions for our customers and the intermediaries who work on their behalf. Through the efforts of this team, Unum has been on the leading edge of newly emerging legal risks and trends. Prior to joining Unum, Nimesh was in private practice where he advised his clients on all aspects of the design, implementation and administration of employee benefit plans, executive compensation plans and the related funding vehicles. Nimesh also provided advice on various employee benefit issues arising in corporate acquisitions, divestitures and reorganizations.
Tom Pendergrass, RN, PhD
7.3
UNUM
Tom Pendergrass is a Lead Medical Director with UNUM, where he manages the physician staff in the Compliance area. He has been in private practice involving psychological and neuro-cognitive assessment, psychotherapy, and forensic assessment/consultation with adolescents and adults. The practice has involved both in and out patient psychiatric and neuro-rehabilitation.
Kathy Peters
3.9
Sun Life Financial
Kathy Peters has nearly 35 years experience in the claim industry, including 15 years with the Social Security Disability Determination Unit in Connecticut. In the long term disability arena, her expertise covers all level of claims management, including Social Security Assistance, Vocational Rehabilitation and Quality programs, Appeals, Settlements, and Training. Currently, she is the Claims Officer heading up the Appeals & Litigation unit at Sun Life Financial, Employee Benefits Group. Kathy has a BA in Psychology from Stonehill College and a Master’s Degree in Counseling from Central Connecticut State College. Aside from the ALHC designation she is also a Certified Disability Examiner.
Keith Perkins
Lincoln Heritage Life Insurance Company
2.11, 4.2, 5.1, 6.10
Keith Perkins is is Vice President of Lincoln Heritage Life Insurance Company in Phoenix, Arizona. Keith has been involved in life insurance claims for nineteen years, and he has been involved with the ICA for several years on the life insurance committee. He has a management degree from Arizona State University as well as his ALHC, FLMI, and ACS designations.
Rob Pohls
6.9
Pohls & Associates
Rob Pohls has been shaping California insurance law for more than 20 years.
He is the principal of Pohls & Associates, a firm in the San Francisco Bay Area that he established in 1999 to represent life, health, disability and long term care insurance companies in bad faith, ERISA and other forms of complex litigation. As a member of the Association of Life Insurance Counsel and a former Chair of the American Bar Association's Health & Disability Insurance Law Committee, he is a prolific author and frequent speaker on issues of interest to the insurance and financial services industries.
Phil Porter
1.4
The Principal Group Financial
Phil Porter has 20 plus 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.
David R. Price, PhD
3.5. 4.7
David R. Price is a forensic psychologist and neuropsychologist. He specializes in corporate, governmental, insurance and legal consultation. He regularly assists with Personal Injury and Workers' Compensation claims, Fitness for Duty issues and testamentary capacity and employment issues. He has been retained and testified nationally in civil and criminal cases since 1984. He attained Doctorate of Philosophy from Auburn University.
Jack L. Price, CFE, ALHC
7.10
BlueCross BlueShield of Tennessee
Jack is currently the Sr. Manager of the BlueCross BlueShield of Tennessee Enterprise Investigative Services Unit. Prior to joining BlueCross BlueShield of Tennessee in 2002, Jack was employed at UNUMProvident for over 20 years where he was the Director of the Special Investigation Unit and later as the Assistant Vice President in charge of the Field Investigation Department.
Dr. James T. Reese, MD
2.10
Dr. Reese is an internationally known, award winning authority in the areas of leadership, stress management, violence, motivation, criminal profiling, and related topics. He has provided expert testimony before the United States Congress and addressed the President of the United States' Council on Integrity and Efficiency. Weaving his powerful anecdotes of 25 years of experience as an FBI “Mind Hunter”, together with over 10 years as CEO of James T. Reese and Associates, Dr. Reese brings the latest information on the topic to the podium and provides “life-changing” presentations. He works tirelessly to share what he has taught to tens of thousands of listeners worldwide. Dr. Reese is recipient of over 3,000 Awards for Excellence from law enforcement and corporations worldwide including the coveted “FBI Director's Award for Distinguished Service”, the United States Department of Justice “Award for Excellence”, and the Speakers Medal from the World Congress on Stress, Trauma and Coping. He holds an honorary Gold Medal from the XIX Olympic Games and the “Iron Cross” award for excellence in service following 9-11.
Stephen Rice, CPA
4.3
Disability Management Services
Stephen Rice has over 25 years of financial management and consulting experience. He currently serves as the Director of Financial Consulting for Disability Management Services, Inc. of Springfield, MA. He is licensed in Massachusetts as a Certified Public Accountant and has an undergraduate degree in Business Administration from Western New England College and a graduate degree in Taxation from the University of Hartford. His prior experience includes presentations made at the Eastern Claims Conference and a number of other training venues.
Martin E. Rosen
1.3
Martin E. Rosen is a partner in the firm’s Los Angeles office. He represents insurers and other large corporations in sophisticated litigation matters in both State and Federal Court. Mr. Rosen’s expertise is in the area of insurance bad faith litigation, with extensive experience in the areas of disability, life and health bad faith law, ERISA litigation, insurance agency law, class action law, unfair trade practice litigation, financial institution and general business litigation. Mr. Rosen practices at both the trial and appellate levels. Mr. Rosen also often serves as a speaker at National Conferences concerning insurance bad faith litigation and frequently advises insurers on means of minimizing their bad faith litigation.
Robert D. Russo
5.7
Prudential Financial
Robert Russo joined Prudential Financial in September 1999 as a Special Investigator in the Group Insurance business unit. His primary responsibility is utilizing forensic accounting techniques to uncover fraudulent reporting of disability earnings. Bob was promoted to Senior Investigator-Forensic Accountant in 2005.Prior to his current position with Prudential Financial, Bob served 28 years as a Special Agent with the Criminal Investigation Division of the Internal Revenue Service. He was the Director of the NJ Political Corruption Project and in that position he conducted and supervised investigations, which resulted in the successful prosecutions of HUD Housing Authority Directors, Mayors of five northern New Jersey Municipalities, the Director of the Newark NJ Police Department, the Chief of Staff for the Mayor of Newark and the Vice Chairman of Coopers and Lybrand. Bob has conducted numerous training seminars within Prudential and is a frequent public speaker addressing organizations and business groups on the use of forensic accounting to detect disability insurance fraud. He received his Bachelors Degree from Rutgers University in 1969 and finished postgraduate studies in Accounting at Seton Hall University in 1973.
Douglas A. Scullion,
Gordon & Rees, LLP
4.1
Originally from Canada, Doug practiced with Davis & Company in Vancouver, BC from 1993 to 2000, specializing in complex civil litigation. Doug then relocated to California, and now practices with Gordon & Rees LLP in San Francisco. Doug advises casualty and life, health and disability insurers in various coverage matters and also represents insurers and financial service providers in coverage disputes and related proceedings. Doug is a graduate of The University of Western Ontario and holds a law degree from the University of BC and a Master of Laws from the University of California, Berkeley. He is a member of the ICA, the Defense Research Institute, the American Bar Association, and the Bar Association of San Francisco.
Barry Senensky
1.4
Claim Analytics
Barry Senensky is a co-founder and President of Claim Analytics Inc, a company which specializes in providing innovative predictive modeling solutions to the Insurance Industry. He is a Fellow of Society of Actuaries and the Canadian Institute of Actuaries and a member of the American Academy of Actuaries. Barry has over 25 years of experience working as an Actuary in the Life Insurance Industry, in a variety of positions.
Joelle Sharman
1.8
Ford & Harrison LLP
Joelle Sharman is a partner with Ford & Harrison LLP in Atlanta, Georgia, is an experienced ERISA litigator and consultant. She devotes her practice to defending matters raising preemption issues; fiduciary issues; fiduciary misrepresentation claims; ESOP litigation issues; 401(k) plan issues; plan asset diversification issues; COBRA and HIPAA issues; prohibited transaction allegations; directed trustee issues; independent contractor litigation; retiree rights litigation; severance pay cases; Section 510 cases; benefit claims cases; and ERISA class actions. She also consults on ERISA compliance issues, and proposed amendments to ERISA plans. She is licensed in and admitted to all federal and state courts in Florida and Georgia, and conducts her practice nationally.
Jeff Shomaker, Esq.
3.7, 5.9, 7.7
Symetra Life Insurance Company
Jeff is the Director of Individual Life Claims at Symetra Life Insurance in Bellevue, WA. Symetra Financial is a nearly 50 year old company and is owned by an investor group led by Berkshire Hathaway Inc. and White Mountains Insurance Group, Ltd. Jeff has more 20 years of life insurance experience in a variety of areas and has been in claims management since 1995. Jeff is a graduate of the University of Texas at Austin and has been very involved with continuing his insurance education by obtaining the CLU, FLHC, and FLMI designations as well as the 6 and 63 licenses.
Marilyn Skipworth
3.3
Swiss Re Insurance
Marilyn Skipworth started working in the individual disability industry right out of college over 25 years ago. She started her career with Provident Life & Accident (who merged with Paul Revere and is now UNUM). She worked in a variety of positions including overseeing sales support, commissions, policyholder services and field underwriting. In her last role at UNUM, she was responsible for all individual disability field administration in 50+ branch offices acting as a liaison between the field offices and the home office. For the past seven years she has worked with Swiss Re in their individual disability claims operation. She has managed claim units that handle a variety of high and low indemnity claims including total, residual/income replacement, long duration and psychiatric claims. Currently she manages the In-Take Unit, the Low Indemnity Unit and the Long Duration Unit.
Jeff Small
2.3
Hartford Life
Jeff Small has 11 years of insurance claim experience. As Manager of one of Hartford Life’s Appeal Units, he is responsible for the Unit’s thorough and true handling of Premium Waiver, Life, AD&D, and Disability appeals. Prior to joining Hartford Life’s management team, Jeff held various claim handling and consulting roles with Unum and Allmerica. Jeff is a cum laude graduate of the University of Massachusetts.
Jen Small
3.9
The Hartford Group
Jen Small has over 11 years of claim experience in the adjudication and management of Individual Disability and Long Term Disability claims. As the Training Consultant at The Hartford’s Group Reinsurance division, Jen is responsible for training the claim management team on complex claim issues, training new hires, and senior claim examiners to adjudicate claims in accordance to The Hartford’s best practices. Prior to joining The Hartford, Jen held various claim handling and management roles with Unum and IDR, Inc. Jen earned her Bachelor’s Degree in Economics from the University of Massachusetts.
Robert Swan
5.4
Disability Benefits
Robert Swan is currently the 2nd Vice President Disability Benefits and Long Term Care at Trustmark Insurance Company. He has over 20 years experience managing disability claims including field and mediation work. He is a graduate of Northeastern University in Boston with a BS in Finance and holds the ALHC designation.
Ryan Tacke
5.5
EBMS
Ryan Tacke is Director of Claims for EBMS, brings a wealth of energy and passion with over three years of health care industry experience. He is responsible for overseeing the day to day operations of the claims staff as well as insuring timely and accurate processing of members claims, appeals, and other issues. Prior to his Director of Claims position, Ryan managed operations in the Midwest for a Fortune 500 managed care company. He is a graduate of the University of Mary in Bismarck, ND with his Bachelor of Science in Business Administration and minors in Marketing and Management.
Richard J. Taffet
7.4
GlobalOptions
Richard Taffet is the Executive Vice President of GlobalOptions, St. Petersburg, FL. He is responsible for the overall management of company’s day-to-day operations and has been a speaker at industry conferences and meetings on the topic of the appropriate usage of surveillance and investigative services and the prevention of insurance fraud. Richard has made numerous television appearances on Court TV, ABC News: WFTS Tampa, FL, CNN, The Maury Povich Show, the Montel Williams Show, Fox News: Channel 7 WSVN, Miami, FL and Fox News: Channel 13 WTVT, Tampa, FL and has a Bachelor of Arts in Criminal Justice from the University of South Alabama, Mobile, AL. Additionally, he has Professional Memberships & Licensing with the following organizations: Associated Licensed Detectives of New York State, Inc. (ALDONYS), California Association of Licensed Investigators, Inc. (CALI), Florida Association of Licensed Investigators (FALI), Coalition Against Insurance Fraud, Association of Certified Fraud Examiners, National Association of Investigative Specialists and is a Certified Trainer for Investigative Matters, a Licensed Private Investigator in 42 U.S. states and a Department of Insurance Accredited Continuing Education Provider in several U.S. states.
Rosanne Thornsbury
6.2
LFG
Rosanne Thornsbury has been in the life insurance industry for over 25 years. She currently manages the Financial Control & 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.
Norman Tolle
2.9, 4.8
Rivkin Radler LLP
Norman Tolle is a partner with the law firm of Rivkin Radler LLP. 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 industry conferences, including the ACLI, ECC, Dynamics of Disability, American Conference Institute and American Academy of Insurance Medicine. He is a member of the New York Bar and serves on the Law Committee of the ICA.
Henry Wang
5.8
Reed Smith, LLP
Henry Wang 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.
Kimberly E. Whistler
6.4
Goldberg Segalla, LLP
Kimberly Whistler is an associate with the firm of Goldberg Segalla LLP who concentrates her practice primarily on matters involving insurance coverage disputes and ERISA matters. She is a member of the International Claims Association, serving on ICA’s Disability Committee. She also serves as the Chair of the Defense Research Institute’s Life, Health and Disability Committee’s Young Lawyers subcommittee. Ms. Whistler is currently the Vice Chair for the Committee on Ethics and Professionalism for the New York State Bar Association’s Torts, Insurance and Compensation Law Section. In addition, she is a member of the American and Erie County Bar Associations. Ms. Whistler is admitted to practice in the State of New York, as well as both U.S. District Court and U.S. Bankruptcy Court for the Western and Northern Districts of New York. She received her Juris Doctorate from the State University of New York at Buffalo School of Law. Ms. Whistler also received her Bachelor of Arts Degree in Health and Human Services and Psychology with an additional concentration in Community Mental Health from the State University of New York at Buffalo.
Keith Winfield
6.5
CareSource Management Group
Keith Winfield is the Director of Claims for CareSource Management Group, a Dayton, Ohio based managed care organization serving over 600,000 members in Michigan and Ohio with Managed Medicaid and Medicare SNP products. Keith's previous health insurance experience includes Operations and Information Technology roles at United Healthcare, John Deere Health, and Blue Cross of Northeastern Pennsylvania. Keith is a Fellow in the Academy for Healthcare Management and holds a B.S. in Industrial Technology from Southern Illinois University, a M.S. in Systems Management from the University of Southern California, and a MBA from the University of Iowa. He currently serves as Chair for the ICA Health Committee.
Erin Worthington
6.1
Allstate Life Insurance Company
Erin has worked for Allstate Life Insurance Company for 23 years, 12 of which have been in Claims. She is currently a Consultant in the Life and Annuity Claim Department with Allstate, where her responsibilities include compliance, workflow, and quality issues. She is also a member of the company’s Special Investigations Unit.
Mary Q. Wydysh, Esq.
Goldberg Segalla LLP
5.6
Mary Wydysh is a partner of the firm and is a summa cum laude graduate of the State University of New York at Buffalo and a graduate of the State University of New York at Buffalo School of Law where she earned a position on the Moot Court Board. She also holds a certificate in Alternative Dispute Resolution Studies from Cornell University School of Industrial and Labor Relations. Her trial practice includes the defense of insured, self-insured and municipal clients. Ms. Wydysh has extensive civil trial experience and concentrates her practice on insurance defense and product liability litigation. She is the president of the Western Trial Lawyers Association, the past president of the Defense Trial Lawyers Association of Western New York and has addressed Judiciary panels on issues relating to judicial reform, jury selection and summary jury trials. She is admitted to practice before all state courts in New York and the United States District Court for the Western, Eastern and Southern Districts of New York. Ms. Wydysh is a member of the Erie County Bar Association. She has lectured and conducted in-service seminars on a wide variety of topics including no-fault, SUM, premises liability and bad faith issues. She was named to Buffalo Law Journal's/Business First's 2006 and 2007 Who's Who in Law.
Pam Zimbelman
4.10, 6.5
Cooperative Benefit Administrators, Inc.
Pam Zimbelman is the Director of Claims Administration at Cooperative Benefit Administrators, Inc., Lincoln, NE. CBA is a subsidiary of the National Rural Electric Cooperative Association. She has been with CBA for 23 years. In her current position as Director of Claims Administration, she oversees the administration of the medical, dental, disability, and FSA/ HRA claims. In addition to her CBA responsibilities, Pam serves on the Health Committee of the International Claims Association (ICA) and as the Communications Chair on Trizetto's Claimfacts User Board. She is a member of the National Healthcare Anti-Fraud Association (NHCAA) and holds the designations of Fellow Life Management Institute (FLMI) and Associate Life & Health Claims (ALHC).
Myra Zimmerman, FLHC, ACS, AIRC, AIAA
2.1, 4.9, 7.1
AIG
Myra is currently the Manager of AD&D Claims for AIG Claim Services. She has been in the “claims business” for over 30 years, with experience in medical, life, disability and accidental death and dismemberment claims. She is a member of the Life Committee of the International Claims Association. And she was a past President of the Greater Philadelphia Claims Association. Myra has a Bachelor of Arts Degree and a Master of Liberal Arts Degree both from the University of Pennsylvania. She holds five professional designations: Fellow Life and Health Claims, Associate Life and Health Claims, Associate Customer Service, Associate Insurance Regulatory and Compliance, and Associate Insurance Agency Administration.
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