AGENDA

All times in CT

• 8:15 AM

  Registration and breakfast

• 9:00 AM

  Opening remarks from chairperson

  

  Tonya Lauderdale

  Vice President, Human Resources
  Gallagher

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  Tonya Lauderdale

  Vice President, Human Resources
  Gallagher

  Tonya Lauderdale serves as the Vice President, Human Resources for Gallagher’s GGB-US business, where she is responsible for advancing business priorities through strategic and creative talent programs that drive employee engagement, and create a high performing culture. Tonya joined Gallagher in 2020. Prior, Tonya was Executive Managing Director, JLL (Jones Lang LaSalle), where she served as the company’s HR strategist for their America’s Corporate Solutions business, Tonya was responsible for achieving client and employee talent goals, driving consistent talent engagement, diversity and inclusion objectives, and supporting transformation initiatives across the business and the HR function to enable scalable growth of the firm and its clients. Tonya has supported clients across various industries including, but not limited to, Banking, Manufacturing, Retail, Life Sciences, Health care, and Government. Tonya sits on the board of the Autism Hero Project (AHP). A non-for-profit foundation dedicated to promoting autism acceptance, and striving to change the way the world does business by being intentional about inclusion. Tonya is passionate about helping autistic children gain access to therapeutic services that support them in developing the life skills they need to reach their full potential. Tonya obtained her BS, Human Resources Management from Illinois State University and her MS, Human Resources Management from Villanova University.

• 9:05 AM

  Opening Keynote: Women leading the way – On a mission to create change

  Join our inspirational speaker, Jodi Bondi Norgaard, an entrepreneur, author, consultant, feminist advocate, and expert in creating change, for this powerful presentation on breaking gender stereotypes. Jodi is the Founder of the Dream Big Toy Company and creator of the award-winning Go! Go! Sports Girls line of dolls, books, and apps for girls encouraging healthy and active play. In this empowering keynote, she will speak on the value and benefits of women supporting women in business and life. Jodi brings awareness to the stereotypes imposed on women and the steps we can take to eliminate them from our culture, encouraging women to empower each other to lead. Sharing her entrepreneurial leadership experience, Jodi provides strategies for women to get behind each other and examples of what the power of being a woman in business really looks like.

  

  Jodi Bondi Norgaard

  Founder & CEO
  Go! Go! Sports Girls

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  Jodi Bondi Norgaard

  Founder & CEO
  Go! Go! Sports Girls

  Jodi Bondi Norgaard is an entrepreneur, author, consultant, feminist advocate, and an expert in creating change and breaking gender stereotypes. She is the founder of Dream Big Toy Company and the creator of the award-winning Go! Go! Sports Girls line of dolls, books, and apps for girls encouraging healthy and active play over fashion and body image. Jodi is a keynote speaker, diversity and inclusion consultant, and activist pushing media and retail to do a better job portraying girls beyond stereotypes.

  Jodi is a leader in the toy industry breaking gender stereotypes since 2009 when she launched the plush sports dolls built-in specification to a real girl’s body. Her inspiration came in 2007 after shopping for a doll with her then 9-year-old daughter and finding a doll with belly-baring clothing, high heels, and make-up, named ‘Lovely Lola.’ Initially, industry leaders dismissed her product because a sports doll was not mainstream. “Girls want fashion dolls,” she heard, over and over. She was not convinced and knew mainstream ideas never create change. By 2015, she had made significant strides and her product was launched in Walmart stores. In October 2016, the Go! Go! Sports Girls brand was acquired by Jazwares, an established cutting-edge toy company.

  She has been featured on national media including The Today Show, The Real Story with Gretchen Carlson, Forbes, Upworthy, Parents, Shape, Self, Runner’s World, Advertising Age, Good Housekeeping, Chicago Tribune, New York Times, and Huffington Post.

  In 2016, Jodi was invited by The White House under the Obama administration to participate in conferences on breaking down gender stereotypes in media and toys. In 2021, she was asked by The White House to be part of its ground-breaking Gender Policy Council under the Biden administration and collaborates on policy as it relates to children’s toys, content, and publishing.

  As a public speaker and TEDx speaker, Jodi has presented to corporations, women’s groups, conferences, universities, and more. She is the co-chair of the Toy Association Diversity and Inclusion Committee, a founding member of The Brave Girl Alliance – a think tank of girl empowerment experts, a former board member of Girls on the Run – Chicago, and a diversity, equity and inclusion consultant and facilitator with The Kaleidoscope Group. 

• 9:50 AM

  Panel: Competitive intelligence – Market trends and the future of insurance

  Digital disruptions, including AI, deep learning technologies and Blockchain, post-pandemic and environmental factors, are changing the insurance market and the way products and services are delivered. As we move out of the pandemic, what are the latest market trends, opportunities, and technologies shaping insurance today? In this session, hear from key industry leaders as they dive into the current and future insurance market – and what you need to know to remain an informed and effective leader. 

  • What are the latest market trends and what do they reveal? 
  • Discover current thinking on ESG priorities, big data, and analytics  
  • Addressing emerging trends in natural disasters and climate risk
  • What’s next? Anticipating market trends and industry changes in 2023 and beyond    

  Moderator

  

  Katie Davies

  CEO & President of JEM Underwriting Managers and CEO of Technical Risk Underwriters
  Ryan Specialty

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  Katie Davies

  CEO & President of JEM Underwriting Managers and CEO of Technical Risk Underwriters
  Ryan Specialty

  Katie Davies is the President and CEO of JEM Underwriting Managers and CEO of Technical Risk Underwriters (TRU), both part of the Ryan Specialty family within the Ryan Specialty Underwriting Manager’s specialty. Katie has been a member of the Ryan Specialty team since 2018.  

  Katie has over 22 years of experience underwriting US property insurance on an E&S, admitted, and program basis. Prior to joining Ryan Specialty, Katie spent nine years as president of AmWINS Special Risk Underwriters. Under her leadership, SRU’s written premium grew 5,500%, and her team won both the AmWINS Team Culture and Top Financial Performance awards. 

  Before her role at AmWINS, Katie worked for Chubb (formerly ACE Limited), first as a US property underwriter at the AGM 2488 syndicate in Lloyd’s of London and then as the Midwest regional property manager of ACE’s Global Property unit in Chicago. Katie also worked as a broker at Marsh in their New York and London offices and began her insurance career with an internship with Aon in London. 

  Katie is a graduate of Georgetown University with a bachelor’s degree in Government with an International Relations focus. She is a member of the Economic Club of Chicago and a founding member of YPO’s 305 Explorer chapter. Katie resides in Miami with her husband and their two sons.   

  Panelists

  

  Mary Pat Joyce

  Managing Executive, Carrier Alliance
  Markel Specialty

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  Mary Pat Joyce

  Managing Executive, Carrier Alliance
  Markel Specialty

  Mary Pat Joyce is Managing Executive for Markel Specialty, an insurance division of Markel Corporation (NYSE: MKL). Headquartered in Richmond, Virginia, and founded in 1930, Markel is a Fortune 500 company with insurance, reinsurance, and investment operations around the world.

  Mary Pat is responsible for leading Markel Specialty’s Carrier Alliance business. In this role she develops and manages partnerships with other carriers to provide
  turn-key product solutions. Mary Pat oversees all aspects of these relationships including underwriting, product development, marketing, and administrative
  operations Mary Pat has over 20 years of insurance experience with strong background in professional liability product lines. She has held a variety of roles within legal and underwriting areas for Markel. Prior to joining Markel 1999, Mary Pat was a prosecutor in Cook County, Illinois, and is currently a licensed attorney in Illinois.

  Mary Pat earned her undergraduate degree at DePaul University and her juris doctor degree at Chicago Kent College of Law. She is a frequent speaker on professional liability insurance and is based out of Markel’s Chicago office.

  

  Jessica Leong

  CEO
  Octagram Analytics

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  Jessica Leong

  CEO
  Octagram Analytics

  Jessica Leong is the CEO of Octagram, a consultancy that brings together a deep knowledge of commercial insurance and data analytics to drive results. Before starting Octagram, Jessica led the Data & Analytics team at Zurich North America and grew their impact year-over-year for 5 years. At Zurich, Jessica successfully used data and analytics to reduce loss ratios, reduce expenses and grow premium.

  Prior to Zurich, Jessica had roles at Guy Carpenter, Milliman and Willis Towers Watson. From 2020–2021, Jessica was the President of the Casualty Actuarial Society and was proud to lead this professional organization serving over 9,000 members.

  

  Jane Rheem

  Chief Data and Analytics Officer
  Zurich North America

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  Jane Rheem

  Chief Data and Analytics Officer
  Zurich North America

   Skills and experience 

  Jane Rheem is the Chief Data and Analytics Officer for Zurich North America, where she is responsible for all aspects of data management, including governance, data acquisition and integration, and the development of advanced analytics and Artificial Intelligence capabilities and products. 

  Rheem joined Zurich in 2021 from Patra Corp., where she served as Chief Data and Analytics Officer and Chief Information Officer. Since beginning her career in 2000, she has held numerous leadership positions with companies such as UFG Insurance and TaxAct Holdings, Inc. 

  Educational background 

  Rheem earned her master’s degree in predictive analytics from Northwestern University and a bachelor’s degree in accounting and an MBA from the Kelley School of Business at Indiana University. She also holds a bachelor of music degree from The Juilliard School. 

  

  Karen Rivara

  Executive Vice President and Chief Actuary
  Alliant Specialty

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  Karen Rivara

  Executive Vice President and Chief Actuary
  Alliant Specialty

  Karen Rivara is an Executive Vice President and Chief Actuary for Alliant Insurance Services P&C group as well as Astrus Insurance Services.  Karen joined Alliant in 2015 with over 30 years’ experience as an Actuary covering all lines of business.  Karen specializes in designing and optimizing insurance programs for the Construction Industry.  For Alliant’s self-insured clients, Karen uses her expertise to provide Loss Reserve Evaluations, Statements of Actuarial Opinion, Collateral Studies, Captive Feasibility Analysis, Total Cost of Risk Optimization, Risk Tolerance Quantification, and Cost of Volatility Valuation.  Karen is responsible for building Alliant’s new AlliantOne Analytics platform used by brokers to provide advanced fingertip analytics to assist clients in their insurance program decision making. 

  Prior to joining Alliant, Karen spent 9 years as a Senior Vice President and Actuary at Old Republic Construction Program Group acting as a senior leader of the management team and contributing the actuarial discipline to the business model.  Before joining Old Republic, Karen served as Vice President and Actuary at Aon Risk Consultants from 1994 – 2006 after starting her career with The Hartford Insurance Group in 1990. 

  Karen holds her Bachelor of Science degree in Actuarial Science from the University of Illinois Champaign-Urbana. She is a member of the American Academy of Actuaries, Associate in the Casualty Actuarial Society and has her Brokerage License in the State of Illinois.  Karen is an active member of Chief, a private network focused on connecting and supporting women executives.  When not focusing on the insurance industry, Karen enjoys running, boating, and cooking with family and friends. 

• 10:30 AM

  Networking coffee break

• 11:00 AM

  Panel: Chart your insurance career path

  In this session, you will hear from four Gallagher insurance professionals at various stages of their careers on how they entered into insurance, how they have built their unique career paths, and how they combine their personal passions and sales savvy to become leaders in the industry.

  Moderator

  

  Jeff Devron

  Area President, Chicagoland
  Gallagher 

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  Jeff Devron

  Area President, Chicagoland
  Gallagher 

  Jeff Devron oversees the Chicago and Rolling Meadows, IL, offices, along with oversight for the OneChicago strategy. OneChicago includes the Chicago Healthcare and Gallagher Specialty branches to align the full breadth of Chicago area businesses. Jeff is responsible for strategic leadership of complex risk management accounts, overall management and growth of the OneChicago Gallagher business and client portfolio, and relationship building with senior markets. 

  Jeff began his insurance career in 1994 as a member of Gallagher’s Summer Internship Program. He joined Gallagher full-time in 1995 and rose to area vice president before moving to Marsh in 2001. At Marsh, Jeff went from top sales producer to multiple sales leadership positions adding the Central Zone Healthcare Practice Leadership role before transitioning to the Central Zone’s sales team as Partnership Growth Leader, which reported directly to the regional head. At Marsh, Jeff led and managed a $26 million new business goal throughout the Central Zone before deciding to return to Gallagher in 2015. He has significantly grown the Chicago business for Gallagher in their hometown and flagship offices. 

  Jeff has earned a reputation within the Chicago business community and insurance carriers for his ability to solve complex risk management problems and has built lasting relationships. He brings a wealth of external experience, which provides an alternative perspective thanks to the time he spent having worked outside Gallagher. 

  Jeff received a bachelor’s degree from Providence College and he is active in Chicago’s philanthropic community. He is a member of the board of regents for Loyola University Chicago, a director for United Way of Metro Chicago and Glen View Club Scholarship Foundation, and he is on the Advisory Council for Providence College School of Business. Jeff has been named a Power Broker, 40 under 40 talent, and Responsibility Leader by Risk & Insurance magazine.

  Panelists

  

  Hannah Adams, CLCS

  Senior Account Executive, Nonprofit and Higher Education Practices
  Gallagher 

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  Hannah Adams, CLCS

  Senior Account Executive, Nonprofit and Higher Education Practices
  Gallagher 

  Hannah Adams serves as the lead account executive for Wildlife Conservation Society, a global animal conservation organization that operates four zoos and an aquarium in New York, as well as global animal conservation programs.  

  She connects resources needed, addresses coverage related questions, assists in marketing efforts, and maintains effective communication channels between clients and insurance carriers. Like many of the executive leadership, including Pat Gallagher, Hannah completed Gallagher’s Summer Internship Program in 2017. Upon completion of the longest-standing internship program in insurance, Hannah accepted a full-time position with Gallagher in 2018. She works in the nonprofit and higher education divisions. 

  Hannah received a bachelor’s degree from Florida State University. She has earned a Commercial Lines Coverage Specialist designation and is currently working on her Associate in Risk Management designation. Hannah is a recipient of the Power Broker award and the 2021 Rising Star award presented by Risk & Insurance magazine for the nonprofit sector. She is a constituent member of the Overseas Security Advisory Council. 

  

  Kim Auchstetter

  Area Executive Vice President, Property & Casualty Liability Practice
  Gallagher 

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  Kim Auchstetter

  Area Executive Vice President, Property & Casualty Liability Practice
  Gallagher 

  Kim Auchstetter is both a client executive producer and manager of Gallagher’s flagship Rolling Meadows branch. She works closely with account servicing teams to ensure clients get the resources they need. Kim also serves as an advisor to coordinate marketing strategy and executive strategy, providing technical review and advice, effectively serving as an extension of a client’s risk management team. She reviews all placement activities, including reviewing quotations for adequate coverage terms and conditions, 

  Kim began her career in 1990 and joined Gallagher in 2017. She has extensive experience working in the insurance industry with a concentration in construction working with clients to solve their risk management needs. Prior to Gallagher, Kim managed the national brokerage group at Marsh USA, where she specialized in hospitality, real estate and gaming accounts. She also has experience working as an underwriter at Chubb and Hartford. 

  Kim received a bachelor’s degree from the University of Illinois and a master’s degree from Northern Illinois University. She is a member of the Insurance Group of America.

  

  Lisa Miller

  Client Service Leader – Great Lakes and Midwest Regions
  Gallagher

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  Lisa Miller

  Client Service Leader – Great Lakes and Midwest Regions
  Gallagher

  Lisa Miller leads the Retail Brokerage Service Team in two regions, providing mentorship and guidance to over 550 Client Service Professionals in 10 states.  This includes Gallagher’s flagship branch at its corporate headquarters in Rolling Meadows, Illinois, along with specialty teams in Public Entity, Management Liability, Construction, Food & Ag, Healthcare, and Real Estate.  Lisa began her career at Gallagher in 2003 and has previously held the roles of Area VP of Operations and Regional Client Service Director.  Her insurance expertise is focused on operational efficiency, project management, employee development, and merger integration. Lisa received her bachelor’s degree from Oakland University and master’s in business administration from the University of Michigan.  Lisa is a mentor in Gallagher’s LEAD program and volunteers with the American Red Cross and Dakota High School Boosters. 

  

  Lisanne Sison

  Managing Director, Enterprise Risk Management Practice
  Gallagher

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  Lisanne Sison

  Managing Director, Enterprise Risk Management Practice
  Gallagher

  Lisanne Sison is the project manager for several comprehensive ERM implementation projects. She is responsible for managing and promoting the development and expansion of Gallagher’s consulting operations. Lisanne provides a broad range of consulting experience including internal audit, business process improvement, compliance and activity based costing and indirect cost recovery. She helps clients implement ERM using multiple guidance frameworks, including ISO and COSO. Lisanne also provides facilitation support and strategic planning assistance to multiple committees, workgroups, and leadership groups across different organizations. 

  Lisanne began her career in 2002 and joined Gallagher in 2018. Previously she worked at Bickmore and KPMG. Lisanne has detailed experience related to ERM implementation and has played a key role in organizational objective setting assistance, risk identification and evaluation activities, the development of risk assessment tools and techniques, providing education and training on ERM and risk assessment techniques, and she has assisted with the development of new automated systems to help organizations proactively manage their risks. 

  In addition to her ERM expertise, Lisanne has a wide range of consulting experience including business operation and process reviews, financial and organizational department reviews, audit assistance, independent project oversight, procurement process reviews, grants and contracts administration reviews, business continuity management, vendor selection assistance, recharge and service center cost analysis, activity-based costing studies, and indirect cost rate development. 

  Lisanne received a bachelor’s degree from Sacramento State University. She is active and involved having presented many educational sessions on ERM at regional and national conferences including AGRiP, ACI-NA, TABS, PRIMA, PARMA, RIMS, URMIA and many other client groups. 

• 11:30 AM

  Breaking the taboos – Supporting women’s health at every career stage

  Women face health issues and challenges throughout their lives and introducing a specific women’s health strategy can provide practical advice on how to support women to thrive in the workforce. How can we create an open culture where women feel supported, confident, and safe to talk about health issues like menopause and miscarriage? How can you take control of your own health in the workplace? Hear how our speaker has implemented a culture that prioritizes women’s health and the strategies you can implement in your own organization.  

  • Conversations to expand line managers’ awareness and understanding 
  • Discover how small adjustments can have a significant impact 
  • A breakdown of common taboos around women’s health issues for the benefit of your workplace 

• 12:00 PM

  Networking lunch

• 1:00 PM

  Panel: Fighting fatigue – How to remain on top of your game

  With competing priorities and stressful working environments, many managers and executives are experiencing various levels of burnout. How can we prioritize wellbeing, and in turn, create a culture of empathy and support? This session will discuss strategies to fight fatigue, boost resilience, and focus on self-care and mental wellbeing to lead by example.

  • What are the best strategies for fighting fatigue, and how can we develop them? 
  • How can managers and organizations encourage and prioritize a culture that supports wellbeing?
  • Overcoming common challenges such as time management, multiple responsibilities, and burnout 

  Panelists

  

  Abby Bellgrau

  Executive Underwriter
  AmTrust EXEC

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  Abby Bellgrau

  Executive Underwriter
  AmTrust EXEC

  Abby has spent her entire insurance career in the management liability space, first as a broker for Aon and then Marsh.  She moved to the carrier side in 2010 to underwrite primarily D&O, EPL and Fiduciary lines for Liberty International Underwriters.  After spending three years at home with her two boys, Abby returned to her insurance career to underwrite for Allianz and now has been an Executive Underwriter for AmTrust’s EXEC division for three years.  At AmTrust, Abby enjoys working with her brokers to create solutions for challenging risks and feels energized by her collaborative role with AmTrust’s Marketing team as well as her involvement with the company’s Women’s Network.  Abby is a devoted fan of her boys and their baseball and football teams, a loving partner and daughter, a very practical grade school Room Parent, and avid runner and Peloton Groupie.   

  

  Stacy Kaplan

  Chief Operating Officer of Amwins Specialty Casualty Solutions and Executive Vice President
  Amwins

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  Stacy Kaplan

  Chief Operating Officer of Amwins Specialty Casualty Solutions and Executive Vice President
  Amwins

  Stacy Kaplan serves as chief operating officer of Amwins Specialty Casualty Solutions (ASCS), a full-service MGA that specializes in workers’ compensation solutions for niche markets like PEOs, public entity, healthcare, trucking and resorts. Since joining ASCS in 2012, her responsibilities have evolved from program creation and reinsurance placement, to managing a public entity team that writes more than $250M in premium across the county. Now, as COO, she also acts as a bridge across all key touchpoints to ensure group performance is optimized and is integral to driving business strategy.

  Prior to joining Amwins, Stacy held various roles at Liberty Mutual, starting out as a workers’ compensation claims adjuster before moving to a financial analyst role and then national account underwriter. Her vast insurance experience has allowed her to mentor other women in insurance. Stacy holds a bachelor’s degree in finance from the University of Illinois.

  Stacy is the proud mom of two young daughters and is passionate about raising them to be kind, strong women.

  

  Leanne Berry

  VP of Business Development
  Arch Insurance

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  Leanne Berry

  VP of Business Development
  Arch Insurance

  Leanne is a VP of Business Development, supporting growth and client retention across all of Arch’s products and business units in the Central Region. Prior to joining Arch, Leanne spent over 19 years in various roles at AIG including business development, claims marketing, and account management. She is a DEI champion and participates in several organizations dedicated to advancing DEI initiatives in the insurance industry, and also serves on the advisory board of Big Careers Little Kids, a network of accomplished business professionals who are navigating demanding careers as mothers. Leanne is based in Chicago and is a graduate of Northwestern University. 

• 1:50 PM

  Know your worth – How to negotiate during pay discussions  

  Gender pay inequity exists at all levels in the insurance profession. This interactive session will provide you with the confidence to negotiate your remuneration, while meeting the needs of your organisation.  

  • How to prepare for the conversation to get the outcome you want  
  • Understanding your compensation expectations, incentives, and career progression   
  • Alternative compensation models that value performance and outcomes   

  

  Rosie Zilinskas

  Executive Career Coach
  No Woman Left Behind

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  Rosie Zilinskas

  Executive Career Coach
  No Woman Left Behind

• 2:20 PM

  Networking coffee break

• 2:50 PM

  Speed networking  

  Expand your network, make new connections, and meet fellow delegates in a structured networking session.  

   

• 3:25 PM

  Fireside Chat: Accelerating your career – The latest scoop on skills development

  The industry is rapidly changing, and leaders need to be at the forefront to deliver business objectives. How can you ensure you are performing at your best through self-driven learning and development? This fireside chat on skills development will discuss strategies to develop capabilities and skillsets for career advancement.  

  • What are the top 3 emerging leadership skills, and how can we develop them?
  • How can managers and executives encourage and prioritize learning and development for themselves and their teams?
  • Overcoming challenges, such as leading inclusively and authentically in a hybrid environment, juggling multiple responsibilities, and collaboration between multi-generational teams
  • Tips on how to take the next step in your career 

  Panelists

  

  Angela Chaumont

  Director, Human Resources
  Skyward Specialty Insurance

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  Angela Chaumont

  Director, Human Resources
  Skyward Specialty Insurance

  Angela Chaumont is HR Director for Skyward Specialty Insurance (Nasdaq: SKWD), a rapidly growing specialty property and casualty insurance company.

  With more than 18 years of experience in HR, her passion is guiding employees and leaders to excellence through coaching and mentoring so that they can harness their own leadership power. Prior to joining Skyward Specialty and the insurance industry, Angela worked in oil and gas exploration and production at QuarterNorth Energy, LLC.

  As an experienced and versatile HR business leader, she’s led others through organizational change, been a champion for organizational culture and helped leaders successfully resolved complex employee relations matters. When making the decision to make a career change, she chose Skyward Specialty, due to the intriguing culture and authentic focus on talent development.

  Angela earned her bachelor’s degree from the University of Louisiana at Lafayette and holds a Senior Professional in Human Resources (SPHR) designation.

  

  Paul H Flowers Jr.

  Vice President, Select Employee Benefits Division
  USI Insurance Services

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  Paul H Flowers Jr.

  Vice President, Select Employee Benefits Division
  USI Insurance Services

  Paul Flowers, CITRMS, M.S. serves as a Chicagoland VP of Select Employee Benefits with USI where he meets creates quality relationships within the select marketplace for businesses and their employees, empowering them with the solutions for sustained business growth.

  Since 2005, Paul has been learning and growing throughout the insurance industry. From the early days of legal insurance with LegalShield (Formerly Pre-Paid Legal), to growing the now publicly traded company GoHealth’s captive campaign as a top producer, manager, and lastly trainer for the entire company and campaign, Paul’s experience in the industry as a servant leader is vast. As an insurance producer, manager, consultant, and trainer, Paul has personally served over 3000 clients in all 50 states, trained over 1500 agents in life and health insurance sales directly, and has served exponentially more clients and agents through recorded presentations of his trainings in company training systems.

  Having completed his B.S. in Biological Sciences from SIUC, his TFAS Certificate from Georgetown University, and his Masters of Science in Entrepreneurship from Oklahoma State University, Paul values education and applies well-rounded and scientific approach to his craft.

  Aside from participating in the USI Gives Back program, Paul sits on the boards of Nursing Inspired and Life Health & Legal Education Partners (NFP). Paul hails from Chicago IL and currently resides in the city with his wife and 2 children.

  

  Adrienne Lieberthal

  CEO & Founder
  Athena Actuarial Consulting

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  Adrienne Lieberthal

  CEO & Founder
  Athena Actuarial Consulting

  Adrienne founded ATHENA in 2020 after a decade of experience consulting large pension and benefit programs across sectors, industries, and geographies at two large consulting firms. She is passionate about creating an authentic and inclusive environment for her team to bring their full self to work, each and every day. She has managed a variety of State, Local, and Federal government consulting engagements and specializes in the intricacies of big data management, future outlook assumption-setting, benefit structure evaluation, funding mechanisms, and developing actionable, data-driven reporting. In addition to traditional actuarial services, Adrienne has experience delivering strategic consulting services to her clients centered around improving efficiency of operations and administration of benefits. She relies on tried-and-true methodologies and a passion for understanding the root causes of her clients’ issues to deliver comprehensive, effective solutions that exceed expectations.

  In addition to her “day job” as CEO and Founder of ATHENA, Adrienne is a frequent Board member and volunteer across the actuarial profession, with a mix of technical roles specializing in the future outlook of U.S. mortality and leadership roles in organizations dedicated to empowering women in the actuarial profession. She is one of the Co-Founders of the Network of Actuarial Women and Allies (NAWA), which brings together her passions and expertise to build programs that attract, develop, and aspire women who work as actuaries across insurance and consulting.

  Outside of starting her own business, Adrienne enjoys doing anything outside – hiking, skiing, kayaking – especially where she is alongside her two dogs, Rocky and Shelby, and her partner, Josh.   

   

• 4:05 PM

  Closing remarks from chairperson

• 4:15 PM

  Networking drinks reception