David Altmaier Commissioner: Florida Office of Insurance RegulationDavid Altmaier was appointed as the Florida Insurance Commissioner in April 2016 by the Financial Services Commission. He leads the Office of Insurance Regulation (OIR) and has oversight of one of the largest insurance markets in the world. Under Altmaier’s leadership, OIR has worked to cultivate a market in Florida in which insurance products are reliable, available, and affordable.
Commissioner Altmaier began his public service at OIR in 2008, serving in a number of roles including Chief Analyst of the Property and Casualty Financial Oversight unit and Deputy Commissioner of Property and Casualty Insurance. In 2019, he was elected Vice President of the National Association of Insurance Commissioners (NAIC). He also chairs the NAIC’s Financial Condition (E) Committee, Group Capital Calculation Working Group, and Capital Adequacy Task Force.
Prior to joining OIR, Commissioner Altmaier worked as a Florida licensed 2-20 and 2-14 insurance agent and as a high school math teacher. Altmaier graduated from Western Kentucky University in 2004 with a bachelor’s degree in mathematics.
Jessica AltmanCommissioner, Pennsylvania Insurance DepartmentJessica Altman was appointed Acting Insurance Commissioner on August 19, 2017, and was unanimously confirmed on March 20, 2018. In this position, she is charged with the responsibility of regulating the Commonwealth’s insurance marketplace, overseeing licensed agents and insurance professionals, monitoring the financial landscape of companies doing business in Pennsylvania, educating consumers, and ensuring residents are treated fairly. In this role, her top priorities have been consumer protection and education, and ensuring Pennsylvania’s insurance markets are meeting the needs of consumers.
Using her previous experience and commitment to protect the Affordable Care Act, in Pennsylvania, Commissioner Altman has worked tirelessly to drive the uninsured rate down to 5.5%, the lowest in state history. Through Governor Wolf’s leadership, the administration was able to work across party lines to pass House Bill 3, now Act 42, creating a state-based health insurance exchange and a reinsurance program that collectively will provide the over 400,000 Pennsylvanians who purchase individual health insurance a savings on their premiums in the future. Pennsylvania’s state-based exchange is expected to be fully implemented for coverage beginning on January 1, 2021.
In 2018, Commissioner Altman worked closely with the Pennsylvania legislature to enact tougher annuity suitability standards to better protect consumers and seniors. Act 48 requires agents and insurance companies selling directly to consumers to gather all financial information to determine whether an annuity is suitable for the consumer. The act also requires licensees to have continuing education on products specific to annuities.
In addition to her commitment to Pennsylvania, Commissioner Altman is an active member of multiple national organizations. She is privileged to serve as Chair of the Health Insurance and Managed Care Committee and co-chair of the Long-Term Care (B/E) Task Force for the National Association of Insurance Commissioners. She also serves as Vice Chair of the Health Care Access & Finance Steering Committee of the National Academy for State Health Policy.
Commissioner Altman has a Master in Public Policy from the Harvard University John F. Kennedy School of Government and a Bachelor of Science in Policy Analysis and Management, with a concentration in Health Care Policy, from Cornell University.
Dr. Joseph Antos Wilson H. Taylor Resident Scholar in Health Care and Retirement Policy: American Enterprise InstituteJoseph Antos is the Wilson H. Taylor Resident Scholar in Health Care and Retirement Policy at the American Enterprise Institute (AEI), where his work focuses on the economics of health policy, including Medicare, single-payer health insurance proposals, the uninsured, the Affordable Care Act, and the overall reform of the healthcare system. He is also an adjunct Associate Professor of Emergency Medicine at the George Washington University. He is the Vice-Chair of the Maryland Health Services Cost Review Commission, where he is serving a third term as a commissioner.
Before joining AEI, Dr. Antos was Assistant Director for Health and Human Resources at the Congressional Budget Office (CBO). He later served as a health adviser to the CBO from 2007 to 2013. He has also held senior positions in the U.S. Department of Health and Human Services, the Office of Management and Budget, and the President’s Council of Economic Advisers.
Dr. Antos has been published in a variety of academic journals and in the popular press, including
Health Affairs, the
Journal of the American Medical Association,
The New England Journal of Medicine, RealClearPolicy,
The New York Times, and
The Wall Street Journal. He is frequently interviewed on radio and television and often testifies before Congress.
J. Kevin BaldwinActing Special Deputy Receiver, General Counsel & Director of Receivership Operations: Illinois Office of the Special Deputy ReceiverKevin Baldwin is the Acting Special Deputy Receiver and General Counsel for Illinois’s Office of the Special Deputy Receiver (OSD). He has over 25 years of receivership experience, serving in various legal and management roles at OSD throughout his career. Under his leadership, Illinois receivership estates have distributed over $3 billion to policyholders and creditors in recent years.
Mr. Baldwin has represented the Illinois Director of Insurance in numerous receivership proceedings; before the NAIC’s Receivership and Insolvency Task Force and its related working groups; and in receivership estate transactions and litigation, including Public Service Insurance Company, Lumbermens Mutual Casualty Companies, Triad Guaranty Insurance Company, and Land of Lincoln Mutual Health Insurance Company.
Jason BerkowitzChief Legal & Regulatory Affairs Officer: Insured Retirement InstituteAs Chief Legal & Regulatory Affairs Officer at the Insured Retirement Institute (IRI), Jason Berkowitz provides leadership and support for IRI member company priorities before federal and state policymakers, including the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), the Department of Labor (DOL), the state insurance and securities departments, and state legislatures.
Mr. Berkowitz leads industry efforts on major regulatory initiatives applicable to the lifetime income industry and is the primary author of IRI’s comment letters regarding various regulatory proposals. He led IRI’s engagement with respect to the DOL fiduciary rule, and he remains at the forefront of IRI’s engagement on standard of conduct activities at the SEC, the National Association of Insurance Commissioners (NAIC), and across the states.
Mr. Berkowitz joined IRI in October 2012, serving as the association’s Vice President & Counsel for Regulatory Affairs until March 2019, when he was promoted into his current role.
Scott CampionPartner: Oliver WymanScott Campion is a Partner in Oliver Wyman’s insurance practice and has been consulting to the life insurance and retirement industries for more than 15 years. His work focuses on the intersection between strategy and economics, and how insurers can create policyholder and shareholder value in a challenging environment. He has also collaborated with industry bodies including NOLHGA and the ACLI on issues facing the industry, such as low rates, systemic risk, and best interest regulation. Most recently, Mr. Campion has been leading Oliver Wyman’s efforts as part of the Low Interest Rate Task Force, along with LL Global and the ACLI, as well as working with a number of insurers on their specific responses to low rates.
Oliver Wyman is a global leader in management consulting that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.
Patrick CantiloCo-Founder & Managing Partner: Cantilo & Bennett, L.L.P.Co-founder and Managing Partner of the boutique firm Cantilo & Bennett, L.L.P., Patrick Cantilo has been practicing law from offices in Austin, Texas, for almost 40 years. He has a Bachelor of Arts in Government and a Law degree from the University of Texas at Austin. His law practice has always concentrated on the insurance sector, with an emphasis on representation of public officials, complex transactions (mergers, acquisitions, and reorganizations), regulation, insolvency, and complex litigation. He has lectured and written extensively on these subjects both in the United States and abroad.
Mr. Cantilo is a Principal Charter Member and Past President and Director of the International Association of Insurance Receivers (IAIR), which has accorded him its highest designation—CIR-ML—and is also very involved in a number of activities of the National Association of Insurance Commissioners. He has been involved in dozens of receiverships in all lines and in about half the states, with roles ranging from Special Deputy Receiver to Special Counsel and expert witness. For more than two decades, he has been rated AV®PreeminentTM by Martindale Hubbell®, which also includes him as a Top Rated Lawyer in Mergers & Acquisitions for Ethical Standards and Legal Ability, and he continues to be listed in The Best Lawyers in America® for Insurance Law, Best Attorneys in Texas, and Marquis Who’s Who®.
Mr. Cantilo has been engaged in receivership and rehabilitation work for a variety of states, including notably as Special Deputy Rehabilitator for Penn Treaty Network America Insurance Company/American Network Insurance Company and Senior Health Insurance Company of Pennsylvania for the Pennsylvania Insurance Commissioner. He is recognized as a leading authority on long-term care insurance solvency issues.
Paul ClementPartner: Kirkland & Ellis; Former Solicitor GeneralPaul Clement served as the 43rd Solicitor General of the United States from June 2005 until June 2008. He is a partner at Kirkland & Ellis LLP. Before his confirmation as Solicitor General, he served as Acting Solicitor General for nearly a year and as Principal Deputy Solicitor General for over three years. He has argued over 100 cases before the United States Supreme Court. Indeed, he has argued more Supreme Court cases since 2000 than any lawyer in or out of government. He successfully argued for the petitioners in the consolidated cases resulting in the Court’s decision in Maine Community Health Options v. United States.
Mr. Clement is a native of Cedarburg, Wisconsin, and a graduate of the Cedarburg public schools. He received his Bachelor’s degree summa cum laude?from the Georgetown University School of Foreign Service and a Master’s degree in economics from Cambridge University. He graduated?magna cum laude?from Harvard Law School, where he was the Supreme Court editor of the?Harvard Law Review. Following graduation, Mr. Clement clerked for Judge Laurence H. Silberman of the U.S. Court of Appeals for the D.C. Circuit and for Associate Justice Antonin Scalia of the U.S. Supreme Court. After his clerkships, he went on to serve as Chief Counsel of the U.S. Senate Subcommittee on the Constitution, Federalism and Property Rights.
Mr. Clement is a Distinguished Lecturer in Law at the Georgetown University Law Center, where he has taught in various capacities since 1998. He also serves as a Senior Fellow of the Law Center’s Supreme Court Institute.
Nancy DavenportVice President & Associate General Counsel, Head of Government Relations: Brighthouse FinancialNancy Davenport is Vice President and Associate General Counsel and Head of Government Relations at Brighthouse Financial. She heads up a team responsible for all state and federal regulatory and legislative matters, public policy, and the Office of Sustainability. She was a Vice President in MetLife’s Government Relations and Public Policy group from October 2011 until moving to Brighthouse in October 2016.
Ms. Davenport joined MetLife from New York Life, where she was a Vice President in the Office of Governmental Affairs; she had earlier been a Vice President in State Government Affairs at JPMorgan Chase and also served as a Senior Counsel and Director of State Relations for the American Council of Life Insurers (ACLI). Ms. Davenport also served as Director of the Assembly Minority Counsel’s Office in the New York State Legislature and as Executive Director and Counsel for the New York State Legislative Ethics Committee. Before working in the New York State Legislature, she was in private practice in North Carolina and New York and an adjunct lecturer at Vassar College.
Ms. Davenport is currently a Board member of the National Organization of Life & Health Insurance Guaranty Associations (NOLHGA), serves as Vice Chair of the Delaware Life & Health Insurance Guaranty Association, and is a member of the West Virginia Life & Health Insurance Guaranty Association Board of Directors. She previously served as Vice Chair of the Life Insurance Company Guaranty Corporation of New York, as a Board member of the Ohio Life & Health Insurance Guaranty Association, and on the Board of the Guaranty Association Benefits Company (GABC). She is a member of the Association of Life Insurance Counsel (ALIC) and is an active member of numerous national and state trade associations. She currently serves as Chair of the ACLI State Legislative Strategy Group and several working groups and is Vice Chair of the ACLI Receivership Committee.
Ms. Davenport received a B.A. in Public Administration from Miami University (Ohio) and a J.D. from Wake Forest University. She holds a law license in New York and North Carolina.
Thomas F. EnglishChair: NOLHGA Board of Directors Senior Vice President, Deputy General Counsel & Chief Insurance Counsel: New York Life Insurance CompanyThomas English is Senior Vice President, Deputy General Counsel, and Chief Insurance Counsel for New York Life Insurance Company. In that role he serves as chief counsel to the company’s Insurance and Agency Group, which includes all the company’s insurance and annuity businesses, along with its distribution system. Mr. English has been employed as in-house counsel in the life insurance industry since 1983. He began his career at Massachusetts Mutual Life Insurance Company, rising to Vice President and Associate General Counsel before joining New York Life in 2000.
Mr. English is admitted to practice in Massachusetts, New York, and the District of Columbia and before the United States District Court for the District of Massachusetts. He is the Past-President of the Association of Life Insurance Counsel (ALIC) and former Chair of the Board of MIB Group, Inc. He currently chairs the Board of the National Organization of Life & Health Insurance Guaranty Associations (NOLHGA) and serves on committees of the American Council of Life Insurers (ACLI).
Mr. English received his undergraduate and law degrees from Georgetown University. He and his wife, Peggy, have four children and reside in Stamford, Connecticut.
Matthew EylesPresident & CEO: America’s Health Insurance PlansMatt Eyles is President and Chief Executive Officer of America’s Health Insurance Plans (AHIP), the national trade association representing health insurance providers. He leads the association toward fulfilling its mission and vision: expanding access to affordable health care coverage to all Americans, through a competitive marketplace that fosters choice, quality, and innovation. He joined AHIP in 2015 and led its Policy & Regulatory Affairs team, and he was Chief Operating Officer before his appointment as President and CEO.
Mr. Eyles has more than two decades of healthcare experience in the private sector and in government. He has led teams at Fortune 200 healthcare companies in diverse roles—including public policy, government affairs, advocacy, and corporate communications—with both a U.S. and global focus. Before joining AHIP, he held senior executive positions at Coventry Health Care, Inc. (now part of Aetna, a CVS Health company) and Wyeth (now a subsidiary of Pfizer, Inc.). Through his work at Avalere Health, he has been a consultant to some of the largest global and U.S. healthcare companies and organizations. He began his career at the Congressional Budget Office (CBO), where he worked on many issues, including healthcare, budget policy, and regulatory policy.
Mr. Eyles is on the Board of Directors of the National Health Council and was previously on the Board of the Network for Excellence in Health Innovation (NEHI). He also is a member of the Association Committee of 100 (C100) of the U.S. Chamber of Commerce. He was named a Healthcare Power Player by Business Insider in 2019, among the 100 Most Influential People in Health Care in 2018 and 2019 by Modern Healthcare, and as a Top Lobbyist for 2019 by The Hill. He earned undergraduate degrees from The George Washington University in Political Science and History, as well as a graduate degree in Public Policy from the University of Rochester (NY).
Jillian FromentDirector: Ohio Department of InsuranceAs Director of the Ohio Department of Insurance, Jillian Froment serves as a member of Governor DeWine’s cabinet and is responsible for the overall leadership and direction of the department.
Director Froment joined the department in 2011 and was appointed Director in 2017. During her tenure, she has worked to benefit Ohio consumers by removing regulatory barriers that needlessly drive up the cost of insurance while also strengthening meaningful consumer protections.
Her efforts include leading a national working group to establish a best interest standard of conduct for agents and insurers when making recommendations to consumers regarding the purchase of annuities. She has also worked to enhance department resources and enforcement for individuals accessing their mental health and substance use benefits. Additionally, she has managed a task force of Ohio insurance CEOs to review and implement improvements to Ohio’s regulatory environment and to create a robust workforce for Ohio’s insurance industry. She strengthened protections for consumer information by working with Ohio’s legislature to bolster the industry’s data loss reporting requirements and require industry members to develop and maintain information security programs.
Recently, Director Froment established an Emerging Products Initiative—one of the first in the nation. The initiative is designed to ensure that the department’s regulatory framework is flexible enough to allow insurers to innovate and provide the best service possible to their customers, all while providing the highest-level consumer protections for Ohioans.
Director Froment also represents Ohio through her leadership role as a member of the Executive Committee at the National Association of Insurance Commissioners (NAIC), which establishes industry standards for all 50 states. She is currently serving as Chair of the Life Insurance and Annuities Committee and as a member of the Property and Casualty Insurance Committee and the Innovation and Technology Task Force. Additionally, she is a member of the Federal Advisory Council on Insurance and a steering committee member for the EU-US Insurance Dialogue Project.
Director Froment has more than 15 years of executive experience, with a reputation for streamlining organizations and realizing operational efficiencies. In the recent onset of COVID-19, she led the efforts to transform the department into a remote operation while maintaining all services provided to consumers and industry.
Director Froment earned a Juris Doctorate from Capital University and a Bachelor’s of Science in Engineering from The Ohio State University.
Peter G. GallanisPresident: NOLHGAPeter Gallanis became President of the National Organization of Life & Health Insurance Guaranty Associations (NOLHGA) in April 1999. NOLHGA was formed in 1983 to coordinate the activities of its 51 member state guaranty associations and their member companies (comprising the entire U.S. life and health insurance industry) in connection with insolvencies of multi-state life and health insurers. Mr. Gallanis is generally responsible for all the financial, legal, strategic, educational, communications, and administrative services that NOLHGA provides to its membership.
Before joining NOLHGA in 1999, Mr. Gallanis was the Special Deputy Insurance Receiver for the State of Illinois, where he managed the administration of approximately 80 insolvent domestic insurers of all types. Prior to that, Mr. Gallanis was a partner in a large law firm in Chicago, where he was in private practice from 1978 through 1991.
Mr. Gallanis also served as Adjunct Professor of Insurance Law at the DePaul University College of Law in Chicago from 1992 until he joined NOLHGA in 1999. He received a bachelor’s degree from the University of Chicago in 1975 and a law degree from the University of Illinois College of Law in 1978. He is admitted to practice before the United States Supreme Court and the Supreme Court of the State of Illinois.
Mr. Gallanis has frequently participated in trial and appellate court receivership proceedings, both on behalf of parties and as amicus curiae. He has lectured and published often on insurance topics in the United States and abroad. In addition, he has testified on insurance matters before a number of courts, state legislatures, the Congress, the NAIC, the IAIS, and the FSB.
Any comments by Mr. Gallanis during this program are made solely for the purpose of facilitating open and wide-ranging debate on a variety of topics. His comments may not represent the views or positions of his current or former employers, or any past, present, or future clients, and such comments may not reflect the personal views or positions of Mr. Gallanis on any particular issue.
Caryn GlawePartner: Faegre Drinker Biddle & ReathAs a partner on Faegre Drinker’s insurance team, Caryn Glawe advises the insurance industry on state and federal regulatory and transactional matters, counseling insurers, HMOs, and related entities across the country. She has particular expertise in insurance company insolvency and receivership proceedings. She has worked on several complex, multi-state life, health, annuity, and long-term care insurance insolvencies and advises on guaranty association coverage issues.
Ms. Glawe works on acquisitions, holding company structure development and transactions, compliance audits, company formation, producer licensing/compliance, and a variety of regulatory matters. Her regulatory experience allows her to work with insurance departments nationwide.
Ms. Glawe has a J.D. from Northwestern University Pritzker School of Law and a B.A. from Butler University. She serves on the Boards of Directors of the Center for Leadership Development and the Indiana Bar Foundation, is a member of the Federation of Regulatory Counsel, and is Co-Chair of Faegre Drinker’s National Hiring Committee.
Joel GloverPartner: Faegre Drinker Biddle & ReathJoel Glover partners with clients to solve problems in the insurance industry—including all related regulatory, transactional litigation, and insolvency/receivership issues. Having worked in the insurance regulatory and insolvency field since he began practicing law in 1991, he has represented all types of insurance entities, life and health insurance guaranty associations, and receivers throughout the country.
Mr. Glover maintains strong relationships with guaranty associations, insurance industry regulators, and the insurance industry. He has served as task force counsel for the National Organization of Life & Health Insurance Guaranty Associations (NOLHGA) on various multi-state insolvencies; represented several guaranty associations; and served as counsel to the Insurance Commissioners in Colorado, Hawaii, and Arizona in their capacities as liquidators of insolvent insurers.
Outside of his legal practice, Mr. Glover enjoys coaching youth basketball, hiking, biking, yoga, and baguazhang.
Sally GreenbergExecutive Director: National Consumers LeagueSally Greenberg joined the National Consumers League (NCL) as Executive Director on October 1, 2007. The NCL’s focus is on five key priority areas: fraud; child labor; LifeSmarts; healthcare, especially the safe use of medications and medication adherence; and food safety and nutrition. She has testified numerous times before Congress on consumer protection issues such as product safety, fraud, excessive fees on car rentals, and consumer rip-offs in calling cards and in support of protections for farmworker children. She is the League’s primary spokesperson on a variety of issues.
Ms. Greenberg came to the NCL from Consumers Union, where she worked from 1997–2007 on product liability and food safety issues as well as on auto and product safety issues. Previously, she worked at the U.S. Department of Justice’s Foreign Claims Settlement Commission; prior to that, she spent a decade serving as the Eastern States Civil Rights Counsel for the Anti-Defamation League, based in Boston.
Ms. Greenberg was President of the Women’s Bar Association of Massachusetts and the Women’s Bar Foundation, and she served on several gubernatorial commissions in Massachusetts. She served for many years on the Boards of Directors of the Alliance for Justice and HALT, an organization whose mission is the protection of the rights of consumers in their interactions with lawyers and the legal system. She is a member of the Reagan-Udall Foundation Board, a nonprofit established by Congress to support the mission of the FDA and help equip the agency with the highest caliber regulatory science and technology.
Ms. Greenberg also serves on the Board of the Keystone Center, which helps leaders in health, energy, environment, and education battle contentious issues with a consensus-based approach. She also served for over a decade on the Board of Directors of Trillium Asset Management, the oldest and largest investment management firm dedicated to socially responsible investing.
Eric HarganDeputy Secretary: U.S. Department of Health & Human ServicesEric Hargan is the Deputy Secretary of the Department of Health and Human Services (HHS). HHS is dedicated to promoting and enhancing the health and well-being of the American people, and as the largest department in the federal government has an annual budget in excess of $1.3 trillion and over 80,000 employees across 26 divisions. As Deputy Secretary, he is the Chief Operating Officer and is responsible for overseeing the day-to-day operations and management of the department in addition to leading policy and strategy development.
Mr. Hargan was sworn into office as Deputy Secretary of the HHS on October 6, 2017. He immediately served as Acting Secretary of HHS from October 2017 to January 2018.
From 2003 to 2007, Mr. Hargan served at HHS in a variety of capacities, including holding the position of Acting Deputy Secretary. During his tenure at HHS, Mr. Hargan also served as the department’s Regulatory Policy Officer, where he oversaw the development and approval of all HHS, CMS, and FDA regulations and significant guidances.
He received his B.A.
cum laude from Harvard University, and his J.D. from Columbia University Law School, where he was Senior Editor of the
Columbia Law Review. In between his tours of duty at HHS, Mr. Hargan taught at Loyola Law School in Chicago, focusing on administrative law and healthcare regulations.
Doug HoelscherDeputy Assistant to the President; Director of the White House Office of Intergovernmental AffairsDoug Hoelscher is a Deputy Assistant to the President and the Director of the White House Office of Intergovernmental Affairs (IGA). He serves as the Trump Administration’s liaison to the nation’s governors; lieutenant governors; attorneys general; and other statewide, local, and tribal leaders. He aims to solve intergovernmental issues and shared challenges by building relationships at each level of the government.
Mr. Hoelscher was previously the Deputy Director of IGA and also served the Iowa Director for State-Federal Relations, where he represented State of Iowa leaders before the federal government and built coalitions with other states and key stakeholders. He chaired the National Governors Association 2016 Summer Meeting Committee, hosted in Des Moines, Iowa. He previously worked at PricewaterhouseCoopers and held several positions within the George W. Bush Administration – at the White House and the Department of Homeland Security.
Mr. Hoelscher grew up on a farm near Williams, Iowa, and is a University of Iowa graduate. He and his partner, Danny, enjoy spending time with their dog Kenny.
Pat HughesPartner: Faegre Drinker Biddle & ReathPat Hughes is a strategic advisor, public policy advocate, and regulatory attorney for insurance industry clients across all product lines and services. Clients turn to him when important regulatory, legislative, and policy matters in various arenas—state and federal agencies, the NAIC, legislatures, and international regulatory bodies—create challenges or opportunities for their businesses. He leverages a dynamic, multijurisdictional Faegre Drinker team that is able to deploy proactive national and local regulatory and public policy strategies where clients’ needs are most complex and significant.
Jeff HuntPartner: Legend LabsJeff Hunt specializes in crisis management and preparedness, branding, CEO communications, reputation management, and social media strategy. During the course of his 25-year career, he has worked with The University of Texas, University of Florida, University of Utah, DuPont, IBM, AT&T, Coca-Cola, Johnson & Johnson, Dell, Nike, Whole Foods, and many other organizations.
Mr. Hunt has lived throughout the world and navigated many cultures on behalf of clients. Prior to his new consulting endeavors, he co-founded PulsePoint Group, and before that he was President of Cohn & Wolfe, a global public relations firm formed following a merger with GCI Group. He has also served as CEO of GCI and Read Poland Associates. He spent 18 years at Burson-Marsteller, ultimately serving as Chief Operating Officer for Europe, with responsibility for 16 offices throughout the continent. He also established the firm’s presence in Korea and Mexico.
A graduate of The University of Texas at Austin, Mr. Hunt serves as adjunct professor of Strategies in Public Relations at the university’s Moody College of Communications and is a frequent lecturer at its McCombs School of Business. He is also the author of Brand Under Fire (
https://brandunderfire.com/), a playbook for crisis management in the digital age.
James KennedyAttorney: Texas Department of InsuranceJames Kennedy graduated from the University of Texas School of Law in 1982. He has handled insurance receiverships at the Texas Department of Insurance and in private practice since 1989. He has also been involved in developing legislation that was enacted in the Texas Insurance Code.
Mr. Kennedy has represented Texas on numerous NAIC task forces and working groups for over 20 years. He is the Chair of the NAIC Receivership and Insolvency Task Force and former Chair of the Receivership Model Law Working Group. He also serves as an NAIC representative on the International Association of Insurance Supervisors Resolution Working Group and was involved in drafting its Application Paper on Recovery Planning.
Mr. Kennedy is a past-President of the International Association of Insurance Receivers and a Master of the Bench in the Robert W. Calvert Inn of Court. He has been a speaker at courses sponsored by the American Bar Association, Federation of Regulatory Counsel, National Organization of Life & Health Insurance Guaranty Associations, National Conference of Insurance Guaranty Funds, State Bar of Texas, University of Connecticut School of Law, and the University of Texas School of Law.
David Levenson President & CEO: LIMRA, LOMA & LL Global David Levenson is President and CEO for LIMRA, LOMA, and LL Global. In this capacity, he is responsible for leading the world’s largest association of life insurance and financial services companies, representing more than 1,200 financial services companies across 60 countries.
Most recently, Mr. Levenson was a principal at Edward Jones and served on its management committee from 2015–2018. He was responsible for all products distributed through its network of 17,000 advisors in the United States and Canada. Prior to joining Edward Jones in 2012, he was President of Wealth Management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund, and retirement plan businesses. He also served as President and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan. Mr. Levenson served on the LL Global Board of Directors in 2012. He also was the charter chair for the LIMRA LOMA Secure Retirement Institute Board of Directors when it was first established in 2014.
Mr. Levenson holds his Bachelor of Science from the Wharton School, University of Pennsylvania; his MBA from Columbia Business School; and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan. He is a Chartered Financial Analyst (CFA) and a Fellow, Society of Actuaries (FSA).
Andrew Mais Commissioner: Connecticut Insurance DepartmentAndrew Mais was nominated by Governor Ned Lamont to be Connecticut’s 33rd Insurance Commissioner. Commissioner Mais currently serves on the Executive Committee of the National Association of Insurance Commissioners (NAIC) and on the International Insurance Relations G Committee. He also serves on the International Association of Insurance Supervisors (IAIS) Executive Committee. The IAIS is the international standard-setting body responsible for developing and assisting in the supervision of the insurance sector.
Commissioner Mais previously was a member of Deloitte’s Center for Financial Services, providing industry-leading thought leadership and insight on U.S. and international regulatory affairs. Prior to that, he was a Director at the New York State Insurance Department. There he served four governors as part of the department’s senior leadership team through numerous events, including the financial crisis of 2008 and major state and federal changes in health insurance regulations and laws.
Even outside the government, Commissioner Mais has dedicated much of his life to public service. He most recently served as Chair of the Council on Ethics of the town of Wilton, Connecticut, where he lives. Other recent service includes the Maritime Aquarium of Norwalk; the American Red Cross; the Board of Finance of the Town of Wilton; and the Rotary Club of Wilton.
Raymond Manista Executive Vice President – Chief Legal Officer, Chief Compliance Officer & Secretary: Northwestern MutualRaymond Manista is Executive Vice President – Chief Legal Officer, Chief Compliance Officer, and Secretary of Northwestern Mutual in Milwaukee, Wisconsin. In this role, he is responsible for oversight of the company’s law and public affairs function, including the law, enterprise compliance, privacy, government relations, and strategic philanthropy departments. He also serves as Chair of the company’s Senior Leadership Team.
During his tenure, Mr. Manista has held several other leadership positions, including General Counsel, which included responsibility for enterprise legal advice and operations (2008–2018); Vice President – Corporate Planning, where he was responsible for oversight of enterprise strategy development and planning (2006–2008); Vice President – Litigation Counsel, which involved oversight of all litigation matters involving the company and its affiliated entities (2004–2006); and Director of Planning and Projects, where he coordinated Northwestern Mutual’s strategic, annual planning, and technology prioritization processes.
Mr. Manista joined Northwestern Mutual in May 1998 as assistant general counsel. He came to the company from his shareholder position at Godfrey & Kahn, S.C., Milwaukee, where he practiced commercial litigation.
Mr. Manista received his Bachelor’s Degree, cum laude, from Marquette University, and later earned his law degree, magna cum laude, from Marquette University Law School. He is a member of the State Bar of Wisconsin and has been admitted to practice before the United States District Courts for the Eastern and Western Districts of Wisconsin, the Seventh Circuit Court of Appeals, and the United States Supreme Court.
Mr. Manista has served on several outside boards, including Marquette University (2017–present); Association of Life Insurance Counsel (2010–2015, President: 2016–2017); Marquette University Law School (Advisory: 2008–present); Wheaton Franciscan Healthcare – SE Wisconsin (2008–2016); Milwaukee College Preparatory School (2002–2015); Wisconsin Equal Justice Fund (2008–2013); and the St. Eugene School Board (2002–2005).
Gregory Martino Assistant Vice President, State Government Affairs: AetnaGregg Martino joined Aetna in 1999 as the Assistant Vice President of Regulatory Affairs, in the Law and Regulatory Affairs division. Prior to joining Aetna, he worked for 15 years with the Pennsylvania Department of Insurance in various capacities, including Deputy Commissioner for Consumer Services and Deputy Commissioner for Rates and Forms; he also served as Acting Commissioner for a brief period of time.
Since joining Aetna, Mr. Martino has overseen the policy form filing area and various compliance responsibilities. His current duties and responsibilities include facilitating relationships with state regulators, serving as the legislative and regulatory contact for Pennsylvania, and serving as Aetna’s NAIC representative and lead coordinator; he also oversees regulatory compliance and participates in regulatory transactions and various corporate regulatory projects. He is the regulatory lead for mergers and acquisitions, participating in the acquisitions of Coventry (2013), Humana (2016), and CVS Health (2018). He serves on various corporate Boards, including the Board of Directors for Aetna’s HMOs across the country. He also serves on a number of state guaranty associations Boards, including Pennsylvania (Vice Chair), California, Florida, Illinois, Ohio, Michigan, Nevada, Virginia, Washington, West Virginia, and Wyoming.
Mr. Martino attended the University of Scranton and obtained his BS in Public Administration. He received his Masters of Public Administration and graduated with distinguished honors from Pennsylvania State University. He lives in Hershey, Pennsylvania, with his wife Kathleen.
Keith Passwater Managing Director: PascoAdvisers Keith Passwater is Managing Director of PascoAdvisers, a healthcare strategy, finance, and actuarial consultancy. Previously, he was Senior Vice President of Corporate Finance and Chief Actuary at Anthem, Inc. In this role, he led cost of care quantification, enterprise financial planning, and actuarial. He also built the Finance shop for a new division of Anthem, the Diversified Business Group. Prior to this role, Mr. Passwater was focused on Anthem’s commercial and individual ACA pricing strategies, working closely with the business operators in Anthem’s 14 Blue states to achieve profitable, growing performance within the evolving regulatory framework.
Mr. Passwater holds a Bachelor of Science degree in Actuarial Science from Ball State University. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. Also, he is privileged to serve on the Board of the National Organization of Life & Health Insurance Guaranty Associations (NOLHGA).?
Karen Petrou Co-Founder & Managing Partner: Federal Financial Analytics The
American Banker in 2012 dubbed Karen Petrou “the sharpest mind analyzing banking policy today—maybe ever.” In 2017, the International Monetary Fund referred to her as “one of the most prominent non-governmental voices on financial regulation,” and in 2018,
Bloomberg described her as being “widely viewed by both sides of the bank regulation debate as incredibly smart.”
Karen Petrou is the co-founder and Managing Partner of Federal Financial Analytics, Inc., a privately held company that since 1985 has provided analytical and advisory services on legislative, regulatory, and public-policy issues affecting financial services companies doing business in the U.S. and abroad. She is a frequent speaker on topics affecting the financial services industry. In addition to testifying before the U.S. Congress, she has spoken before the Federal Reserve Banks of New York, St. Louis, San Francisco, and Chicago; the European Central Bank; the Office of the Comptroller of the Currency; the International Monetary Fund; the Clearing House; the Bank Policy Institute; the Institute of International Bankers; the Securities Industry and Financial Markets Association; the Japanese Diet; and many other governmental, industry, and academic groups. She has also authored numerous articles in publications such as the
American Banker and the
Financial Times and is frequently quoted as a bank policy expert in the
Wall Street Journal,
Bloomberg,
Politico,
the Hill, and other media outlets.
Prior to founding her own firm in 1985, Ms. Petrou worked in Washington as an officer at Bank of America, where she began her career in 1977. She is an honors graduate in Political Science from Wellesley College and also was a special student in an honors program at the Massachusetts Institute of Technology. She earned an M.A. in that subject from the University of California at Berkeley and was a doctoral candidate there. She has served on the Boards of banking organizations and now sits as a Director on the Board of the Foundation Fighting Blindness and the Fidelco Guide Dog Foundation. In 2019, she and her husband Basil were named “visionaries” by the Foundation Fighting Blindness.
The Honorable Preston RutledgeFormer Assistant Secretary of Labor, Employee Benefits Security Administration Preston Rutledge is the former Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). Mr. Rutledge, as the nation’s top pension regulator, oversaw an agency of over 800 employee benefits professionals in Washington, D.C., and 13 regional offices throughout the United States.
Mr. Rutledge led the drafting and publication of guidance to implement retirement, health, and workplace benefits policies, including rules governing Association Retirement Plans, electronic disclosure, 401(k) auto-portability, 401(k) private equity investment, the fiduciary advice rule and exemption, ESG, proxy voting, Health Reimbursement Arrangements, medical price transparency, surprise billing, and Association Health Plans. He also led EBSA’s response to the COVID-19 pandemic.
Mr. Rutledge led oversight of the Federal Thrift Savings Plan (the world’s largest defined contribution plan) and represented the Secretary of Labor on the Boards of the Pension Benefit Guaranty Corporation (PBGC) and the Social Security and Medicare Trust Funds. He led the U.S Delegation on private pension policy at the Organisation for Economic Co-operation and Development (OECD) in Paris and was a member of the OECD Insurance and Private Pensions Committee; he served as Chair of the OECD Working Party on Private Pensions and worked with the International Organization of Pension Supervisors (IOPS).
Before joining the Department of Labor, Mr. Rutledge served as senior tax and benefits counsel on the Majority Tax Staff of the U.S. Senate Finance Committee, where his responsibilities included employee benefits, retirement, health and Affordable Care Act taxation, life insurance corporate and product taxation, Social Security, Medicare and Unemployment Insurance payroll taxes, executive compensation, worker classification, charities and tax-exempt organizations, and the DOL fiduciary rule. He was the staff lead on the Committee’s primary retirement initiatives: the Secure Annuities for Employee (SAFE) Retirement Act and the Retirement Enhancement and Savings Act (RESA), which became the SECURE Act.
Prior to joining the Finance Committee, Mr. Rutledge served as a senior tax law specialist on the Headquarters Staff of the Tax Exempt and Government Entities Division of the Internal Revenue Service, and as a senior technical reviewer in the Qualified Pension Plans Branch of the IRS Office of Chief Counsel. He also served as a law clerk on the United States Court of Appeals for the Fifth Circuit and worked in private law practice as an employee benefits counselor and ERISA litigator.
Mr. Rutledge earned a B.S. in business,
cum laude, from the University of Idaho; a J.D., with high honors, from the George Washington University School of Law, where he was a member of the Law Review; and an L.L.M. – taxation, with distinction, including a certificate in employee benefits law, from the Georgetown University Law Center. Prior to law school, Mr. Rutledge was a Naval Officer and served on the U.S.S. Bagley (FF-1069).
Mark Sarlitto Senior Vice President & General Counsel: Wilton Re Mark Sarlitto is Senior Vice President and General Counsel of Wilton Re. Prior to joining the company in 2005, he was Executive Vice President and General Counsel at Swiss Re’s Global Life & Health business group. Prior to Swiss Re, Mr. Sarlitto served as Senior Vice President and General Counsel of Zurich Reinsurance Centre, a property/casualty reinsurer, and as an attorney at Willkie Farr & Gallagher.
Mr. Sarlitto holds a B.A. and M.B.A from State University of New York at Buffalo and a J.D. from Columbia University.
Douglas Schmidt Partner: Husch Blackwell Doug Schmidt is a certified insurance receiver and has more than 30 years of broad experience as general and special counsel to receivers and liquidators of insolvent or financially troubled insurance companies. He has handled all aspects of troubled insurance company proceedings, from supervisor and initial custody or control orders through the appointment of a rehabilitator or liquidator to final distribution. He has worked through financing, capital, and control issues as well as claims resolution, reinsurance collection, transfers of blocks of business, disputes with the federal government, and marshalling assets. He has also investigated numerous claims and coverage disputes involving insurers, reinsurers, accountants, lawyers, actuaries, and claimants.
Mr. Schmidt takes a creative and resourceful approach to the issues faced by financially troubled companies while understanding the practical aspects of what can and cannot be done. This approach was extremely helpful in navigating all aspects of supervision, rehabilitation, and ultimate liquidation of the first ACA CO-OP. He has worked closely with regulators and other stakeholders to save a mutual insurance company and large life and annuity company from liquidation. After he was retained on a contentious request for rehabilitation, Mr. Schmidt was able to work with regulators and company representatives to reach an agreed-upon rehabilitation order. He takes an aggressive but strategic approach when pursuing recovery for his receivership clients. One of his favorite aspects of receivership work is finding creative solutions to complicated problems.
United States Senator Tim Scott (R-SC) Senator: South Carolina As a leader on tax reform, education, job training, and innovative ideas to reinvest in our nation’s distressed communities, United States Senator Tim Scott brings a unique perspective to the United States Senate. Growing up mired in poverty in a single-parent household, he says that he is living his mother’s American Dream, and through his Opportunity Agenda works every single day to ensure every American family has the opportunity to succeed.
Senator Scott has served the great state of South Carolina in the U.S. Senate since 2013 and brings with him a mission to positively affect the lives of a billion people with the message of hope and opportunity. An unbridled optimist, he believes that despite our current challenges, our nation’s brightest days are ahead of us. During his time in office, he has been a tireless advocate for creating more opportunities for families living paycheck-to-paycheck and helping children who are mired in poverty have access to quality education. He launched his Opportunity Agenda, a legislative package aimed at achieving these goals, as well as the Senate Opportunity Coalition, a group of Senators committed to helping those in need.
Senator Scott also knows that for our nation to prosper, we must get our spending and national debt under control. He has sponsored balanced budget amendments throughout his time in Congress and will continue working to restore fiscal sanity in Washington.
Prior to public service, Senator Scott built a successful small business of his own. He was first elected to the Charleston County Council and then to the South Carolina State House and the U.S. House of Representatives. In January 2013, he was sworn in as a United States Senator from South Carolina; he was reelected in January 2017.
Senator Scott serves on the Senate Finance Committee; the Senate Committee on Health, Education, Labor and Pensions; the Senate Committee on Banking, Housing & Urban Affairs; the Senate Committee on Small Business and Entrepreneurship; and the Senate Special Committee on Aging.
Cynthia Shoss Partner, Co-Chair of Global Board: Eversheds Sutherland (US) LLP Cynthia Shoss is a nationally recognized adviser on insurance regulatory matters, focusing on transformative transactions such as demutualizations, mergers and acquisitions, conversions, and other restructurings that involve senior executives and Boards of Directors. She also assists clients with corporate governance, legislation, examinations and investigations, compliance, investments, and other issues.
For more than 35 years, Ms. Shoss has counseled clients in the various insurance sectors in the United States and internationally. She has worked with Fortune 500 companies, investment bankers, actuaries, strategic and financial investors, insurtech enterprises, brokers, trade associations, state departments of insurance, and attorneys general, and as co-counsel with other law firms. Her insurance clients have included public companies, mutuals, mutual holding companies, fraternals, and reciprocals. She has co-authored books, including the
PLI Insurance Regulation Answer Book, and articles and has presented at many industry conferences from London to New York to Tokyo (and at webinars as well) on many subjects including leadership and innovation.
In 2014, Ms. Shoss was the first woman and second lawyer in private practice in the 100-year history of the Association of Life Insurance Counsel to receive its prestigious Buist M. Anderson Distinguished Service Award for lifetime service to the life insurance bar and industry. In 2018, she was inducted into the Tulane Law School Hall of Fame.
Ms. Shoss currently serves as Co-Chair of the Eversheds Sutherland Global Board and on the firm’s Global CSR & Pro Bono Committee as well as the Diversity & Inclusion Committee. She served as Co-Head of Global Insurance from 2012–2019.
Ms. Shoss has been ranked as a leading lawyer for years in all of the top legal directories, including Chambers, The Legal 500, New York Super Lawyers, and others. She has been named among “25 Women to Watch in Insurance, Risk Management and Employee Benefits Worldwide” by
Business Insurance and is a recipient of BTI Consulting Group’s Client Service All-Star Award. She is a member of the Board of Governors of the Association of Life Insurance Counsel and was a founding Co-Chair of its Diversity & Inclusion Committee.
Ms. Shoss received her J.D. from Tulane Law School, where she was an editor of the Tulane Law Review; her LL.M. in Tax Law from New York University Law School; and her B.A. from Tulane University.
Richard Simpson Partner: Wiley Rein, LLP Rick Simpson is a Partner with Wiley Rein, LLP. He has a national trial court and appellate practice, with an emphasis on claims against lawyers, accountants, and other professionals in malpractice and disciplinary cases and defense of insurers in insurance coverage/“bad faith” cases. He also provides legal ethics advice to law firms. He is currently the Chair of the ABA Standing Committee on Lawyers Professional Liability.
Mr. Simpson has substantial jury and bench trial experience and has acted as lead appellate counsel in 10 of the federal Courts of Appeals; the Supreme Courts of Connecticut, Delaware, Ohio, and North Carolina; and intermediate appellate courts in California, Florida, Maryland, New York, Ohio, South Carolina, and Texas. He has handled a number of cases that received substantial press attention. He was an Adjunct Instructor in Trial Advocacy at the University of Virginia School of Law from 2003 to 2017.
Prior to private practice, Mr. Simpson served as an Assistant U.S. Attorney for the Southern District of New York (under U.S. Attorneys John Martin and Rudolph Giuliani). He also held positions in the Office of Legal Counsel at the U.S. Department of Justice (under Assistant Attorney General Theodore Olson), in the Office of Independent Counsel Curtis Emery von Kann, and in the Office of Independent Counsel James C. McKay.
Thomas Sullivan Associate Director: Federal Reserve Board of Governors Thomas Sullivan is an Associate Director of the Federal Reserve, Board of Governors. Mr. Sullivan, an insurance industry regulatory veteran, leads the Federal Reserve on regulatory and supervisory matters presented by insurance firms within the responsibility of the Fed.
Among his core responsibilities, Mr. Sullivan leads the supervisory oversight and deployment of examination teams for insurance groups in the remit of the Fed, in its role as a consolidated group-wide supervisor. In addition, he leads the insurance policy development activities of the Fed. He also represents the Fed at the International Association of Insurance Supervisors (IAIS) and leads the Federal Reserve’s participation in IAIS committees, working groups, and projects.
Mr. Sullivan is the Fed’s point of contact with senior officials from the National Association of Insurance Commissioners (NAIC), state insurance commissioners, the Federal Insurance Office, and foreign insurance supervisory authorities. He briefs the Chair and other members of the Board, and senior officials on matters of relevance in insurance regulation. He has testified before Congress and is the Fed’s key spokesperson on insurance industry matters, having appeared in broadcast and print media, as well as at numerous industry events and forums.
Previously, Mr. Sullivan was a Partner in the financial services regulatory consulting practice at one of the world’s largest professional services firms. Most notably, he served as Connecticut’s 30th Insurance Commissioner, beginning in 2007. As Commissioner, he successfully guided his agency through the depths and challenges of the most recent financial crisis, a time of significant stress for some regulated financial institutions within his dominion. Commissioner Sullivan was also an active member of the NAIC, leading and serving on a number of committees including the Executive Committee, Government Relations Leadership Counsel, Life and Annuities Committee, Property and Casualty Insurance Committee, and the Climate Change Task Force. He was instrumental in leading the NAIC’s post-crisis introspection and further strengthening the regulatory regime.
Mr. Sullivan has more than 30 years of experience in the insurance industry. He began his career at The Hartford, advancing through various positions of responsibility in management, leadership, and finally as an executive in the firm.
Nick ThompsonSenior Vice President, Regulatory Affairs: UnitedHealthcareNick Thompson currently serves as Senior Vice President of Regulatory Affairs for UnitedHealthcare.
Mr. Thompson earned his Juris Doctor from the University of Arkansas - School of Law and has a Bachelor of Arts degree in Political Science from the University of Arkansas. He is a member of the Arkansas, District of Columbia, and American Bar Associations, and the Federation of Regulatory Counsel, Inc. He serves on the Board of Directors of the National Organization of Life & Health Insurance Guaranty Associations (NOLHGA) and on the Boards of the Alabama, Arkansas, California (Chair), Connecticut, Florida, Indiana, and Montana (Vice Chair) life and health insurance guaranty associations.
Prior to joining UHG, Mr. Thompson was a senior partner with the Mitchell Williams law firm in Little Rock, Arkansas, where he served as chair of the firm’s national insurance regulatory practice group and was a member of its Board of Directors and Partner Compensation Committee.
Mr. Thompson is a former state insurance regulator, advisor, and legislative assistant to a governor, and Chairman of the Board of the National Association of State Comprehensive Health Insurance Plans (NASCHIP).
Jan VanRiper, JD, PhD Executive Director: Montana Life & Health Insurance Guaranty Association Jan VanRiper is the Executive Director of the Montana Life and Health Insurance Guaranty Association after serving nine years on the Board of Directors. She brings a background in health policy, law, and bioethics to her work. She is the past-CEO of the National Association of State Health CO-OPs; Assistant Professor and Director of Health Care Reform Initiatives in the Department of Bioethics and Interdisciplinary Studies at the Brody School of Medicine at East Carolina University; General Counsel and Vice President of Blue Cross Blue Shield of Montana; and Chief Deputy Insurance Commissioner for the state of Montana.?
Ms. VanRiper holds a J.D. from the University of Montana and a doctorate in Philosophy with an emphasis on applied ethics from the University of Utah. Her current Board appointments include the Montana State Workers’ Compensation Fund and the Institute for Health and Humanities. When not working, she enjoys hiking mountains, kayaking the lakes and streams of Montana, and frolicking with her rambunctious grandchildren.
Susan E. Voss Recovering Regulator & Insurance Executive Susan Voss grew up in Fairfield, Iowa. A lifelong Iowan, she graduated from Simpson College in Indianola, Iowa, with a B.A. in History. She attended Gonzaga University School of Law in Spokane, Washington, receiving her J.D. in 1981. She worked for 31 years in Iowa state government, with the last 20 at the Iowa Insurance Division.
During her time as an insurance regulator, Ms. Voss was instrumental in creating a system of mediation services for homeowners during the floods in 1993 and 2008 that devastated thousands of homes in Iowa. She was a member of several healthcare reform committees in the mid-1990s, culminating in small and individual health insurance reform statutes in Iowa that were the basis of model legislation at the National Association of Insurance Commissioners (NAIC). She served as First Deputy Insurance Commissioner from 1999 to 2004.
In 2005, Iowa Governor Tom Vilsack appointed her Iowa Insurance Commissioner. She served as Commissioner for three Governors—two Democrats and one Republican. She was elected by her peers as an officer of the NAIC in 2007 and served as its President in 2011. She was the Chair of the Market Conduct and Regulation Committee as well as the Principles-Based Reserving Working Group. She also served on the Life and Annuities Committee, the Financial Condition Committee, and the Financial Regulation Standards and Accreditation Committee.
Ms. Voss was a member of the International Insurance Committee at the NAIC and chaired the committee in 2012. During her tenure on the committee, she represented state insurance regulatory interests at the OECD, ASSAL, EIOPA, CIRC, and the IAIS. She was the insurance representative at several Strategic and Economic Summits between China and the United States.
Ms. Voss worked closely on legislation included in the Dodd-Frank Act to exempt certain annuities from SEC oversight. Throughout her tenure as Commissioner and particularly during the financial crisis of 2008 and 2009, she met regularly with Treasury officials to affect better regulatory cooperation and understanding of financial issues. She testified before Congress on several occasions regarding state-based insurance regulation.
Ms. Voss has received several recognitions over the years, including Des Moines Business Record Woman of Influence, Simpson College Hall of Fame, Fairfield High School Hall of Fame, and her induction into the Iowa Insurance Hall of Fame in 2013. After providing insurance consulting services for about a year, she joined American Enterprise Group, Inc., as Vice President and General Counsel.
Ms. Voss serves on the Board of Directors of the United Fire Group, Inc., a property-casualty insurance company. She is a past Chair of the Board of the National Organization of Life & Health Insurance Guaranty Associations (NOLHGA) and serves on the Board of the Nebraska Life & Health Insurance Guaranty Association.
Jason G. Weiss Counsel: Faegre Drinker Biddle & Reath Jason G. Weiss leverages a past career as a cybersecurity and computer forensics professional with more than 22 years of decorated service at the Federal Bureau of Investigation (FBI) to guide clients through the complex and high-stakes issues associated with cybersecurity incident preparedness and response, compliance with the California Consumer Privacy Act (CCPA) and other information governance laws and requirements, data analytics, investigations, and e-discovery.
In addition to his deep knowledge of cybersecurity and privacy laws, Mr. Weiss also works extensively with many different National Institute of Standards and Technology (NIST), International Organization for Standardization (ISO), and Cybersecurity Maturity Model Certification (CMMC) cybersecurity standards and frameworks. He has extensive training and experience in NIST, ISO, and CMMC actual assessment and accreditation requirements and has helped the FBI accredit numerous digital forensic laboratories under the ISO standards including ISO 27001 and 17025. He is also well versed in audit and compliance standards and regulations and was an internal FBI ISO auditor for many years.
Mr. Weiss served as legal clerk and intern for the Honorable D. Lowell Jensen, U.S. District Court, and at the Santa Clara County District Attorney’s Office.
Scott White Commissioner: Bureau of Insurance, Virginia State Corporation Commission Scott White joined the Bureau of Insurance in 1998 as a Research Analyst in the Bureau’s Property & Casualty Division. In 1999, he moved to the Commission’s Office of General Counsel, where he provided legal advice and representation to the Bureau, primarily on property and casualty and agent enforcement/licensing matters. His responsibilities later expanded to include representing the Bureau on life and health and financial regulation matters.
In 2011, Mr. White became Deputy General Counsel for Financial Services in the Office of General Counsel. In this position, he managed a group of attorneys who provide legal advice and representation to those divisions within the Commission that regulate insurance, securities, and financial institutions. Mr. White was appointed Commissioner of Insurance in January 2018.
Mr. White received a Bachelor of Arts degree from the University of Virginia and a law degree from the University of Missouri.
Ksenia Whittal, FSA, MAAASenior Consulting Actuary: Wakely Consulting Ksenia Whittal, FSA, MAAA, joined Wakely in 2019 and has over 15 years of experience as a consulting health actuary.? Most recently, her work has been in modeling the impact of COVID-19 on health insurers, including estimating impact of COVID-19 direct treatment costs, testing costs, and deferred care on 2021 cost of care and premiums. Other recent engagements included supporting CMMI VBID program development, 1332 waiver and state policy analyses, Medicaid feasibility studies, Medicaid MCO association support, and other ad hoc analysis such as risk adjustment support for a state Medicaid program.?
Prior joining Wakely, Ms. Whittal’s primary focus had been on supporting commercial health insurance carriers with large group and ACA pricing, product development, experience benchmarking, product filing, and compliance testing since 2013.? Additionally, she has worked extensively on practical applications of predictive modeling, including risk adjustment, underwriting, customer segmentation, and acquisition programs. Finally, she has been a key contributor to the research and development of the Milliman Advanced Risk Adjuster (MARA).
Donna L Wilson, CIR-ML Assistant Receiver, Estate Manager: Oklahoma Receivership Office Donna Wilson has worked in the insurance industry since 1980 upon graduating from Oklahoma State University. In 1985, she started her receivership experience with the liquidation of Southwestern Insurance Company. Since then, her experience has included rehabilitation and liquidation of estates writing property and casualty, life and health, prepaid dental, MEWA, captive, and prepaid funeral trusts.
She is appointed by the Oklahoma County District Court as Assistant Receiver for several Oklahoma insurance receivership estates and is the Estate Manager for the Oklahoma Receivership Office, Inc.
Ms. Wilson is a Certified Insurance Resolution Director (Resolution Manager) for Multiple Lines. She currently serves as the First Vice President of IAIR and was President in 2016–2017. She represents Oklahoma on the Receivership and Insolvency Task Force and co-chairs the Receivership Large Deductible Workers Compensation Working Group and Receivership Financial Analysis Working Group of the National Association of Insurance Commissioners. Ms. Wilson is also a member of the Association of Certified Fraud Examiners.
