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1 of 4 2014 TCIA Annual Conference Attendee List Paul Alaimo ........................... Audit Manager ..................................................... Saslow Lufkin & Buggy, LLP ...................................... Simsbury, CT Jeremy Bagley........................ Vice President of Finance ................................. Waco Fire & Casualty Insurance Company ................. Atlanta, GA Brian Bailey ........................... Area Senior Vice President ............................... Arthur J. Gallagher Risk Management Svcs., Inc. Brentwood, TN John Ballinger ....................... VP of Risk Administration ................................ Vanquish Worldwide, LLC ..........................................Maryville, TN Sollie Bartoe .......................... Senior Vice President ......................................... Arthur J. Gallagher Risk Management Svcs., Inc. Brentwood, TN Eric Barton ............................ President & CEO ............................................... Vanquish Worldwide, LLC ..........................................Maryville, TN Deryl Bauman ....................... Senior Vice President ......................................... First Tennessee Bank ................................................... Nashville, TN William Beeler ....................... President............................................................... Risk Solutions Captive, Inc. .............................. Hendersonville, TN Judy Benson .......................... ............................................................................... Med Mal Risk Retention Group............................ Thomasville, GA Justin Boyd ............................ Senior Audit Manager ........................................ Rives & Associates, LLP ................................................. Raleigh, NC Jeff Bridges ............................ Partner .................................................................. Carr, Riggs & Ingram, LLC......................................... Nashville, TN Brian Brown .......................... President............................................................... CyberSpecialist Group ..................................................... Atlanta, GA Roger Budd ........................... General Manager................................................. Roger Budd Company .................................................. Valdosta, GA Bill Buechler .......................... Director ................................................................ Crowe Horwath LLP ..................................................... Franklin, TN Kira Burnett .......................... ............................................................................... Tennessee Department of Commerce & Insurance Nashville, TN Kevin Burris .......................... CEO ...................................................................... Premier Surgical Associates, PLLC .......................... Knoxville, TN Norman Chandler ................ CPA/Captive Manager ...................................... TaylorChandler, LLC ............................................. Montgomery, AL Stefanie Chandler ................. CPA/Captive Manager ...................................... TaylorChandler, LLC ............................................. Montgomery, AL Kingsley Charles ................... Partner .................................................................. Ascentia FE, LLC ...............................................................Tampa, FL Deborah Clairmont .............. Assistant Account Manager .............................. Strategic Risk Solutions ............................................ Brentwood, TN John Clark ............................. President/CEO ................................................... First State Bank .......................................................... Union City, TN Andrew Clayton ................... President............................................................... Pareto Captive Services, LLC ................................. Philadelphia, PA Cathy Colbert ........................ Client Services & Administration Manager .... Iroquois Captive Services ............................................ Nashville, TN Marissa Colbert..................... Operations and Accounting Administrator .... Iroquois Captive Services ............................................ Nashville, TN Paul Colgan ........................... Director of Accounting ..................................... Olshan Properties ................................................... New Albany, OH Ben Conrad ........................... Analyst .................................................................. Bartlett Actuarial Group ............................................. Charleston, SC Lawrence Cook..................... Risk Manager/Vice President ........................... IMA, Inc. .......................................................................... Denver, CO Michael Corbett .................... Director of Captive Insurance .......................... Tennessee Department of Commerce & Insurance Nashville, TN Stefanie Crowe...................... Director of Wealth Services .............................. CapitalMark Bank & Trust .................................... Chattanooga, TN Michele Crozier Matthews .. COO ..................................................................... Total Captive Solutions, LLC ................................ Thomasville, GA Donald Curtin....................... Senior Vice President ......................................... Gen Re ............................................................................... Atlanta, GA Bud Curtis ............................. Director - Alternative Risk Services................. The Crichton Group .................................................... Nashville, TN John Daniel ........................... Vice President & Consulting Actuary.............. Willis Casualty Actuarial Practice ............................... Nashville, TN Robert Danielsen ................. ............................................................................... Picasso Insurance ..................................................... Minnetrista, MN Bob Davidson ....................... Dir. of Captive Underwriting and Risk Con. . Iroquois Captive Services ............................................ Nashville, TN Lisa Dennison ....................... President............................................................... By the Numbers Actuarial Consulting, Inc. .......... Brentwood, TN Albert DiGiacomo ............... Tax Manager ........................................................ Saslow Lufkin & Buggy, LLP ...................................... Simsbury, CT Elizabeth Dillon ................... ............................................................................... NMS Inc. ........................................................................Chardon, OH Kevin Doherty ...................... Attorney ............................................................... Nelson Mullins Riley & Scarborough, LLP .............. Nashville, TN Daniel Dongho Ko .............. President............................................................... A-One Commercial Insurance RRG .................... Los Angeles, CA

TCIA 2014 Annual Conference Attendee List - Final 2014 Annual Conference... · 1 of 4 2014 TCIA Annual Conference Attendee List Paul Alaimo.....Audit Manager..... Saslow Lufkin &

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1 of 4

2014 TCIA Annual Conference Attendee List

Paul Alaimo ........................... Audit Manager ..................................................... Saslow Lufkin & Buggy, LLP ...................................... Simsbury, CT

Jeremy Bagley ........................ Vice President of Finance ................................. Waco Fire & Casualty Insurance Company ................. Atlanta, GA

Brian Bailey ........................... Area Senior Vice President ............................... Arthur J. Gallagher Risk Management Svcs., Inc. Brentwood, TN

John Ballinger ....................... VP of Risk Administration ................................ Vanquish Worldwide, LLC .......................................... Maryville, TN

Sollie Bartoe .......................... Senior Vice President ......................................... Arthur J. Gallagher Risk Management Svcs., Inc. Brentwood, TN

Eric Barton ............................ President & CEO ............................................... Vanquish Worldwide, LLC .......................................... Maryville, TN

Deryl Bauman ....................... Senior Vice President ......................................... First Tennessee Bank ................................................... Nashville, TN

William Beeler ....................... President ............................................................... Risk Solutions Captive, Inc. .............................. Hendersonville, TN

Judy Benson .......................... ............................................................................... Med Mal Risk Retention Group ............................ Thomasville, GA

Justin Boyd ............................ Senior Audit Manager ........................................ Rives & Associates, LLP ................................................. Raleigh, NC

Jeff Bridges ............................ Partner .................................................................. Carr, Riggs & Ingram, LLC ......................................... Nashville, TN

Brian Brown .......................... President ............................................................... CyberSpecialist Group ..................................................... Atlanta, GA

Roger Budd ........................... General Manager ................................................. Roger Budd Company .................................................. Valdosta, GA

Bill Buechler .......................... Director ................................................................ Crowe Horwath LLP ..................................................... Franklin, TN

Kira Burnett .......................... ............................................................................... Tennessee Department of Commerce & Insurance Nashville, TN

Kevin Burris .......................... CEO ...................................................................... Premier Surgical Associates, PLLC .......................... Knoxville, TN

Norman Chandler ................ CPA/Captive Manager ...................................... TaylorChandler, LLC ............................................. Montgomery, AL

Stefanie Chandler ................. CPA/Captive Manager ...................................... TaylorChandler, LLC ............................................. Montgomery, AL

Kingsley Charles ................... Partner .................................................................. Ascentia FE, LLC ............................................................... Tampa, FL

Deborah Clairmont .............. Assistant Account Manager .............................. Strategic Risk Solutions ............................................ Brentwood, TN

John Clark ............................. President/CEO ................................................... First State Bank .......................................................... Union City, TN

Andrew Clayton ................... President ............................................................... Pareto Captive Services, LLC ................................. Philadelphia, PA

Cathy Colbert ........................ Client Services & Administration Manager .... Iroquois Captive Services ............................................ Nashville, TN

Marissa Colbert ..................... Operations and Accounting Administrator .... Iroquois Captive Services ............................................ Nashville, TN

Paul Colgan ........................... Director of Accounting ..................................... Olshan Properties ................................................... New Albany, OH

Ben Conrad ........................... Analyst .................................................................. Bartlett Actuarial Group ............................................. Charleston, SC

Lawrence Cook ..................... Risk Manager/Vice President ........................... IMA, Inc. .......................................................................... Denver, CO

Michael Corbett .................... Director of Captive Insurance .......................... Tennessee Department of Commerce & Insurance Nashville, TN

Stefanie Crowe ...................... Director of Wealth Services .............................. CapitalMark Bank & Trust .................................... Chattanooga, TN

Michele Crozier Matthews .. COO ..................................................................... Total Captive Solutions, LLC ................................ Thomasville, GA

Donald Curtin ....................... Senior Vice President ......................................... Gen Re ............................................................................... Atlanta, GA

Bud Curtis ............................. Director - Alternative Risk Services ................. The Crichton Group .................................................... Nashville, TN

John Daniel ........................... Vice President & Consulting Actuary .............. Willis Casualty Actuarial Practice ............................... Nashville, TN

Robert Danielsen ................. ............................................................................... Picasso Insurance ..................................................... Minnetrista, MN

Bob Davidson ....................... Dir. of Captive Underwriting and Risk Con. . Iroquois Captive Services ............................................ Nashville, TN

Lisa Dennison ....................... President ............................................................... By the Numbers Actuarial Consulting, Inc. .......... Brentwood, TN

Albert DiGiacomo ............... Tax Manager ........................................................ Saslow Lufkin & Buggy, LLP ...................................... Simsbury, CT

Elizabeth Dillon ................... ............................................................................... NMS Inc. ........................................................................ Chardon, OH

Kevin Doherty ...................... Attorney ............................................................... Nelson Mullins Riley & Scarborough, LLP .............. Nashville, TN

Daniel Dongho Ko .............. President ............................................................... A-One Commercial Insurance RRG .................... Los Angeles, CA

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Gayle Drais ............................ Asst VP ................................................................. Keystone Risk Partners ...................................................... Media, PA

Julie Durbin, CPA ................ ............................................................................... Crowe Horwath LLP ................................................ Brentwood, TN

Jimmy Evans, Jr., ARM ....... Senior Vice President ......................................... Marsh's Captive Solutions Group .............................. Nashville, TN

Gregory Fanoe ...................... ............................................................................... Merlinos & Associates, Inc. ........................................ Norcross, GA

Jerry Faulkner ....................... CPA ....................................................................... Faulkner Mackie & Cochran, P.C. ............................. Nashville, TN

Keith Fawcett ....................... President ............................................................... Brentwood Reinsurance Intermediaries, Inc. ........ Brentwood, TN

Ross Florey ............................ Commercial Relationship Manager .................. Fifth Third Bank ........................................................... Nashville, TN

Renee Ford ............................ Principal ............................................................... Decosimo ................................................................. Chattanooga, TN

Adam Forstot ........................ Vice President ..................................................... USA Risk Group .......................................................... Greenville, SC

Belinda Fortman ................... Regional Manager ............................................... Strategic Risk Solutions ............................................ Brentwood, TN

Derek Freihaut ...................... Principal ............................................................... Pinnacle Actuarial Resources ................................. Bloomington, IL

Scott Geromette ................... Partner .................................................................. Honigman, Miller, Schwartz and Cohn, LLP ................ Detroit, MI

Brown Gill ............................. Co-Owner ............................................................ RBH Inc. ........................................................................ Memphis, TN

Kendall Gill ........................... ............................................................................... RBH Inc. ........................................................................ Memphis, TN

Richard Goff ......................... Managing Member .............................................. The Taft Companies ..................................................... Towson, MD

Gary Greene ......................... Managing Director .............................................. WellSpring Financial Solutions of Raymond James .. Franklin, TN

Geoffrey Greenstein ........... Vice President ..................................................... Wright Rehabilitation Services ............................... Woodstock, GA

David Guerino ...................... Senior Vice President & Managing Director .. Willis Management ..................................................... Burlington, VT

Joseph Haase ......................... VP-Risk & Insurance ......................................... HCA ............................................................................... Nashville, TN

Stephanie Hall ....................... ............................................................................... Carr, Riggs & Ingram, LLC ......................................... Nashville, TN

Cecil Hammontree ............... Tax Manager ........................................................ Decosimo ................................................................. Chattanooga, TN

Terry Hawkins ...................... President ............................................................... Global Warranty & Service Contract Association ............................

Paul Heard ............................. Regional Sales Manager ..................................... IOA Re .................................................................... East Norriton, PA

Jon Helpingstine ................... Transportation Mgr ............................................ Vanquish Worldwide, Inc. ........................................... Maryville, TN

Deanna Hendrickson ........... Vice President ..................................................... Arthur J. Gallagher Risk Management Svcs., Inc. Brentwood, TN

Jennifer Holliday .................. Assistant VP/Treasury Management Officer . Franklin Synergy Bank ................................................... Franklin, TN

Ashley Holloway .................. Vice President & Controller .............................. Iroquois Captive Services ............................................ Nashville, TN

Chris Holt .............................. Consultant ............................................................ Pinnacle Actuarial Resources ......................................... Roswell, GA

Matt Holycross ..................... Director of Finance ............................................ The Taft Companies ..................................................... Towson, MD

Pete Horab ............................ Federal Tax Manager .......................................... Crowe Horwath LLP ....................................................... Chicago, IL

Mark Howard ........................ Financial Advisor ................................................ Roger Budd Company .................................................. Valdosta, GA

Lauren Inglis ......................... Principal ............................................................... Oliver Wyman Actuarial Consulting, Inc. ................ Nashville, TN

William Irle II ....................... VP - Captive & Private Equity Practice Ldr. .. Hylant ................................................................................. Chicago, IL

Inga Ivsan .............................. Manager ................................................................ Swiss Private Wealth Advisors, LLC ............................. Weston, FL

Jennifer Ivy ............................ Associate .............................................................. Tennessee Captive Insurance Association, Inc. ....... Nashville, TN

Stanley Jacobson ................... President ............................................................... Picasso Insurance LLC ................................................ Nashville, TN

Brian Johnson ....................... Consulting Actuary ............................................. Bartlett Actuarial Group ............................................. Charleston, SC

Darren Johnson .................... Systems Consultant ............................................ LexisNexis VitalChek ..................................................... Antioch, TN

BJ Kakassy ............................. Regional Account Manager ............................... Wright Rehabilitation Services ............................... Woodstock, GA

Ted Kanne ............................. Director ................................................................ Med Mal Risk Retention Group ............................ Thomasville, GA

Steve Kenerson ..................... Client Executive .................................................. Hylant .......................................................................... Brentwood, TN

Woody Kennedy .................. Director ................................................................ Med Mal Risk Retention Group ............................ Thomasville, GA

Tony King ............................. Actuarial Consultant ........................................... SIGMA Actuarial Consulting Group, Inc. ............ Brentwood, TN

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Lynn Kline ............................ ............................................................................... Johnson Lambert .............................................................. Raleigh, NC

Larry Knight ......................... Director of Insurance Regulatory Services ..... Carr, Riggs & Ingram, LLC ......................................... Nashville, TN

Matt Knight ........................... Senior Investment Officer ................................. First Tennessee Brokerage, Inc. ..........................................................

Jeffrey Koch .......................... Consultant ............................................................ By the Numbers Actuarial Consulting, Inc. .......... Brentwood, TN

JB Koh ................................... ............................................................................... .................................................................................... Los Angeles, CA

Daniel Kusaila ....................... Tax Partner .......................................................... Saslow Lufkin & Buggy, LLP ...................................... Simsbury, CT

Charles Lavelle ...................... Partner .................................................................. Bingham Greenebaum Doll LLP ............................... Louisville, KY

Henry Lindeman .................. Co-Owner ............................................................ RBH Inc. ........................................................................ Memphis, TN

Renea Louie .......................... Director of Operations ...................................... Pro Group Captive Management Services ........... Carson City, NV

Robert Lowe ......................... CEO ...................................................................... Leasehold Corporation ................................................ Nashville, TN

Dawayne Lusk ...................... Federal Tax Senior Manager ............................. Crowe Horwath LLP ..................................................... Franklin, TN

Greg Mackay ......................... President ............................................................... Med Mal Risk Retention Group ............................ Thomasville, GA

Kathryn Marsh ...................... Managing Director .............................................. Somers Risk Consulting ................................................... Atlanta, GA

Tim Martin ............................ Business Development Executive .................... Carr, Riggs & Ingram, LLC ......................................... Nashville, TN

Mark Martinelli, CPA .......... Director - Leader of Captive Ins. Practice ...... Elko & Associates Ltd. ....................................................... Media, PA

Chuck McGlothlen .............. Chief Financial Officer ...................................... EMJ Corporation .................................................... Chattanooga, TN

Bill McGugin ......................... President/CEO ................................................... Iroquois Captive Services ............................................ Nashville, TN

Daniel McGugin ................... Managing Director .............................................. Iroquois Captive Services ............................................ Nashville, TN

Lynn McGuire ...................... Partner .................................................................. Crowe Horwath LLP ..................................................... Franklin, TN

Mike Mead ............................. President ............................................................... Constituion Insurance Company .................................... Carmel, IN

Michael Meehan ................... Consultant ............................................................ Milliman, Inc. ............................................................... Wakefield, MA

Jennifer Meranda .................. Senior Manager ................................................... Crowe Horwath LLP ..................................................... Franklin, TN

Thomas Meyer ...................... Partner & Consulting Actuary .......................... Select Actuarial Services .............................................. Nashville, TN

Don Meyers .......................... Vice President, General Counsel & Secretary CAT Financial ............................................................... Nashville, TN

Justin Miller ........................... Executive Director ............................................. Tennessee Captive Insurance Association, Inc. ....... Nashville, TN

Kellie Mires ........................... VP of Finance & Treasurer ............................... LoJac ................................................................................ Lebanon, TN

Merredith Mooth .................. Insurance Examiner ........................................... Tennessee Department of Commerce & Insurance Nashville, TN

Chris Murray ......................... Vice President ..................................................... Constitution Insurance Company ................................... Carmel, IN

Carlos Oliveras ..................... CEO & Managing Director .............................. Kane (USA), Inc. ............................................................... Wilton, CT

Erin Olson ............................. ............................................................................... WACO ......................................................................... Loganville, GA

Cody Paul, CPA .................... Senior Associate .................................................. Johnson Lambert LLP ................................................ Charleston, SC

Alan Pcsolyar ........................ ............................................................................... ............................................................................ Newtown Square, PA

Bradley Pray .......................... COO ..................................................................... Axios LLC ..............................................................................................

Edward Precourt .................. Account Executive, Senior Vice President ..... Marsh's Captive Solutions Group ............................ Burlington, VT

Bill Pridgeon ......................... Vice President ..................................................... Risk Matters Re, LLC ..................................................... Toledo, OH

Danny Pugh .......................... ............................................................................... WellSpring Financial Solutions of Raymond James .. Franklin, TN

Andy Rhea ............................. Managing Director .............................................. Iroquois Captive Services ............................................ Nashville, TN

Al Rhodes .............................. President ............................................................... SIGMA Actuarial Consulting Group, Inc. ............ Brentwood, TN

Bob Ribe ................................ Financial Affairs Manager ................................. Tennessee Department of Commerce & Insurance Nashville, TN

J. Randall Richards ............... Attorney ............................................................... Alliance Risk Management, LLC ....................................... Sandy, UT

Judith Richardson ................ Vice President ..................................................... Aon Risk Solutions South ............................................. Franklin, TN

Leon Rives, II ....................... Partner .................................................................. Rives & Associates, LLP ............................................ Lexington, NC

Page Robble .......................... CPA ....................................................................... Faulkner Mackie & Cochran, P.C. ............................. Nashville, TN

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Ken Roth ............................... Vice President & CFO ....................................... Park View Insurance Company/HCA ...................... Nashville, TN

William Russell ..................... Partner .................................................................. Jarrard, Nowell & Russell, LLC ................................ Charleston, SC

Randy Sadler ......................... Marketing Director ............................................. CIC Services, LLC ....................................................... Knoxville, TN

Glenn Saslow ........................ Partner .................................................................. Saslow Lufkin & Buggy, LLP ...................................... Simsbury, CT

Scott Schumpert ................... Partner .................................................................. Carr, Riggs & Ingram, LLC ......................................... Nashville, TN

Lance Shelby ......................... Manager ................................................................ Mullins Clemmons & Mayes, PLLC ....................... Brentwood, TN

Scott Shouse .......................... Employee Benefits Senior Advisor .................. Neace Lukens ................................................................ Evansville, IN

Jeffrey Simpson .................... Attorney ............................................................... Gordon, Fournaris & Mammarella ........................ Wilmington, DE

Linda Spann .......................... Vice President/Mktg .......................................... Taylor-Walker & Associates ..................................... Clarksville, TN

Philip Stack, CPCU .............. Vice President .................................................... Marsh's Captive Solutions Group .................................. Atlanta, GA

Jennifer Stalvey ..................... ............................................................................... Tennessee Department of Commerce & Insurance Nashville, TN

Matt Stickelmaier .................. National Account Executive ............................. Alternative Service Concepts ...................................... Nashville, TN

Paige Stiefel ........................... Senior Underwriting Manager ........................... Asurion ........................................................................... Nashville, TN

Scott Stone ............................ Senior Vice President ......................................... USA Risk Group, Inc. ................................................. Nashville, TN

T. Stephen Taylor ................. Member ................................................................ Bass, Berry & Sims PLC .............................................. Nashville, TN

Patrick Theriault ................... Managing Director .............................................. Strategic Risk Solutions ............................................. Burlington, VT

Robert Thomas, III .............. President ............................................................... Total Captive Solutions, LLC ................................ Thomasville, GA

Lamont Thurston ................. President ............................................................... Risk Matters, LLC ........................................................... Toledo, OH

Jeffrey Tkacz, CPA .............. Senior Manager ................................................... Johnson Lambert LLP ................................................ Charleston, SC

Mark Tobin ........................... Treasurer .............................................................. Louisiana-Pacific Corp ................................................ Nashville, TN

Tawanda Travis .................... Vice President ..................................................... Risk Solutions Captive, Inc. .............................. Hendersonville, TN

Chad Tuck ............................. Managing Director .............................................. Leasehold Corporation ................................................ Nashville, TN

Warren Vickers ..................... ............................................................................... NMS Inc. ........................................................................ Chardon, OH

Robert Vogel ......................... Vice President ..................................................... Pro Group Captive Management Services ........... Carson City, NV

J. Cliff Walker ....................... Financial Advisor ................................................ Morgan Stanley ............................................................. Nashville, TN

Ann West ............................... Operations Director & Vice President ............ Kane (USA), Inc. ......................................................... Charleston, SC

Brandon White ..................... Founding Partner ................................................ Risk Matters ................................................................... Louisville, KY

Edward White ....................... Partner .................................................................. Nelson Mullins Riley & Scarborough, LLP ............... Columbia, SC

Ben Whitehouse ................... Assistant General Council ................................. Tennessee Department of Commerce & Insurance Nashville, TN

Rosemary Wickham ............. Principal & Consulting Actuary ........................ Merlinos & Associates, Inc. ........................ Peachtree Corners, GA

Cynthia Wiel .......................... Attorney ............................................................... Nelson Mullins Riley & Scarborough, LLP .............. Nashville, TN

Eric Williams ......................... Manager ................................................................ Cover & Rossiter, PA .............................................. Wilmington, DE

Ken Wills ............................... Partner .................................................................. Crowe Horwath LLP ..................................................... Franklin, TN

Troy Winch ........................... ............................................................................... ............................................................................................ Sarasota, FL

Hannah Wiser ....................... Federal Tax Senior Staff .................................... Crowe Horwath LLP ..................................................... Franklin, TN

Chris Woodruff .................... Business Development Manager ...................... Select Actuarial Services .............................................. Nashville, TN

J. Brady Young ..................... President & CEO ............................................... Strategic Risk Solutions ............................................ Brentwood, TN

Charles Youree ..................... Senior Wealth Specialist ..................................... Peachtree Planning of Tennessee ........................... Brentwood, TN