Speakers
Chicago Marriott Downtown Magnificent Mile
  • October 9-10, 2017
  • 540 N Michigan Ave
    Chicago, IL 60611
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2016 Keynote Speaker:

Katherine Miracle

Katherine Miracle

Award winning speaker & marketer, Katherine Miracle, is called an Igniter. As a thought leader and expert marketer, she serves her clients as a revenue development strategist and motivator.  Clients say she is the one who helps people get to the core of the real problems in their organization and helps people unlock their potential through internal marketing and branding.

Katherine is the Founder & Owner of Miracle Resources. Miracle Resources is an award winning Marketing & Training firm that was founded in 2003 and is located in Akron, OH. Katherine & Miracle Resources are winners of the Distinguished Marketing Sales awards from both the Cleveland & Akron organizations.

Katherine is a professional speaker who was voted Best Speaker/Facilitator for CBC Magazine in 2011 and founder of America’s Respect Revolution and is Co-Director and Producer of the documentary “America Lost: A brand and culture in crisis”.

In addition, Katherine is the author of “Discovering your Dawn” which has helped people unlock their potential and provides motivation and “Marketing That Drives Revenue” which helps professionals, entrepreneurs & leaders increase revenue. She is releasing her third book “Ignite Your Revolution: Using Personal Branding to find your passion and purpose“.
 
Her clients and audiences say she is the one.

The one who has done it, teaches it, and can help you!

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Andrew S. Fastow

Andrew S. Fastow

Despite today’s more regulated and enlightened business environment, we continue to witness “Enron-esque” failures of corporate governance. Enron’s former CFO will make observations about how the ambiguity and complexity of laws and regulations breeds opportunity for problematic decisions and will discuss what questions corporate directors, management, attorneys, and accountants should ask in order to ensure that their companies not only follow the rules, but uphold the principles behind them. 

Mr. Fastow was the Chief Financial Officer of Enron Corp. from 1998 – 2001.  In 2004, he pled guilty to two counts of securities fraud, and was sentenced to six years in federal prison. He completed his sentence in 2011, and now lives with his family in Houston, Texas. Mr. Fastow currently provides litigation support at a law firm, and he consults with Directors, attorneys, and hedge funds on how best to identify potentially critical finance, accounting, compensation, and cultural issues.

Mr. Fastow received a BA in Economics and Chinese from Tufts University and an MBA in Finance from the Kellogg Graduate School of Management at Northwestern University.  Prior to joining Enron, he was a Senior Director in the Asset Securitization Group at Continental Bank N.A.

Since his release from prison, Mr. Fastow has been a guest lecturer at universities and corporations, and at conferences for management, corporate directors, attorneys, accountants, and certified fraud examiners. Mr. Fastow was recently keynote speaker at the United Nations’ Principles of Responsible Management Education Conference, the FBI’s Advanced Financial Crimes Seminar, the Association of Certified Fraud Examiners Annual Conference, the American Accounting Association Annual Conference, and the Financial Times’ Outstanding Directors Conference.

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2016 Program Guest Presenters:

Melissa Anderson

Melissa Anderson

Melissa Anderson is a partner in the firm’s Chicago office where she concentrates her practice in insurance coverage litigation. Ms. Anderson represents insurance companies, corporate entities and individuals in all aspects of insurance coverage litigation at the trial and appellate level. She frequently advises clients on insurance related marketing and advertising, underwriting, state and federal compliance laws, and related considerations of insuring interests in foreign countries. 

Ms. Anderson is experienced in all lines of insurance, including primary and excess commercial general liability, professional liability, director and officer liability, first-party property and casualty, commercial and personal auto liability, and business interruption. The complex insurance matters litigated by Ms. Anderson have included disputes involving product liability, recall, medical malpractice, manufacturing, construction, trucking, environmental pollution and personal injury.

Ms. Anderson’s experience also includes commercial contract litigation. She works with clients to draft and interpret contracts and to assess the scope of the parties’ respective obligations. Ms. Anderson also counsels clients on proactive risk avoidance, risk transfer and risk management strategies. 

Ms. Anderson presents educational programs to clients and for industry trade associations. Recent presentation topics include: Employee Disclosure of Confidential Information: The impact on corporate liability; Targeted Tender Issues in Illinois; Comparison of Bad Faith and Duty to Settle Obligations Across Multiple States; Conflict of Interest and Carrier Obligations; Policy Limits Demand with Multiple Claimants’ and the Bad Faith Implications; and Risk Transfer Opportunities and Basic Insurance Coverage Principles.

Ms. Anderson received a B.A. from the University of Iowa and a J.D. with honors from IIT/Chicago-Kent College of Law where she was a member of the Moot Court Honor Society and received awards for excellence in trial advocacy and alternative dispute resolution. She is licensed to practice in the State of Illinois and the U.S. District Court, Northern District of Illinois.

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Michael Airdo

Michael Airdo

Mr. Airdo is a founding Member of Kopon Airdo, LLC. His practice focuses on the handling of complex civil litigation matters, including litigation involving businesses, not-for-profit entities and associations, wrongful termination, discrimination, and harassment matters, products liability, and retailer and landowner liability.  Mr. Airdo is National Coordinating Counsel for Christian Brothers Services, whose mission is to serve the Catholic Church and other faith based communities through financial and human resources protection. 

Mr. Airdo is also general counsel to the Associated Equipment Distributors and Technology and Manufacturing Association. He has a broad base of experience in representing the unique legal needs of businesses, not-for-profit entities, and associations both inside and outside of the courtroom. Mr. Airdo represents these corporations in a wide array of experience in resolving matters through the alternative dispute resolution process. He is a frequent lecturer on topics related to his legal practice, the legal liabilities that arise in employment matters, dealership and retail establishments, and the duties of the members of Boards of Directors. He served on the Board of Trustees for the Village of Bartlett for 12 years and ended his career in local politics as the Mayor of Bartlett.

Mr. Airdo is a member of many legal associations, including the International Association of Defense Counsel. He is also a member of Leading Lawyers. He received his undergraduate degree, summa cum laude, and his law degree, with honors, from DePaul University.

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Mike Barrett

Mike Barrett, CPCU, AIC

Mr. Barrett is an independent adjuster specializing in commercial and surplus lines claims handling for global insurance carriers.  After graduating from the University of Illinois he began his career with State Farm Insurance.  Mike then moved into insurance restoration estimating for several years before joining Engle Martin & Associates in 2005.  As part of a nationwide firm, Mike served first wave catastrophe response on hurricanes Katrina, Wilma, Ike, Isaac, Irene and Sandy, as well as F4 tornados in Windsor, CO and Birmingham, AL. In addition to windstorm claims, he has also responded to pipe freeze catastrophes in Seattle and Phoenix, as well as hail storms in Dallas and Oklahoma City. In the course of his catastrophe response efforts Mike has handled multi-million-dollar wind, hail and flood claims, as well as similar size local fire, Builders Risk and Inland Marine losses.

During his time with Engle Martin & Associates Mr. Barrett has worked in Tampa, FL and Los Angeles, CA before returning to his hometown of Chicago where he now resides.  Mike has spent the last few years acting as a managing general adjuster in charge of new adjuster recruitment, training and mentoring.  Mike has been asked to speak at insurance company corporate claims offices and continues to be an industry leader in training and best practices implementation through his firm.

Mr. Barrett has supplemented his extensive field experience with continuing education in the insurance industry which includes the Chartered Property Casualty Underwriter and Associate In Claims designations.  Mike first began his public speaking with the PLRB at their 2012 regional conferences with his presentation on catastrophe claim handling which the PLRB has converted into a remote learning module on their website.  He once again joined the PLRB for their 2013 regional conferences leading a presentation on dealing with aggressive contractors.  Mike has presented his negotiations seminar at the 2014 and 2105 PLRB Claims Conference and looks forward to continuing the speaking and training aspects of his career.

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Brad Bartholomew

Brad Bartholomew

Brad Bartholomew manages Kidnap, Ransom and Extortion (KRE) claims for Aon Risk Services clients globally.   He regularly drafts and reviews coverage language, evaluates crisis response companies, and handles complex claims for clients encountering this unique hazard.

Brad has over 35 years of risk management experience.  Starting with 15 years at Liberty Mutual, where he held various positions of increasing responsibility in the claims department.  For the last 20 years he has handled KRE, disputed coverage and complex claims (including toxic tort matters) for various Fortune 500 companies.

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Paul Beattie

Paul Beattie

Paul Beattie is Director of Risk Management for Portillo’s Hot Dogs, LLC where he is accountable for traditional risk management responsibilities in the 44-unit (and growing) restaurant chain employing over 5,000.  He joined Portillo’s in October 2016.

He has nearly 30 years of experience in commercial insurance claims, sales, marketing, captive insurance, enterprise risk management and traditional risk management.  He has held various risk management leadership positions at Portillo’s (Oak Brook, IL), Whataburger, USAA, and AT&T (San Antonio, TX).  He is a former President and Director of the South Texas Chapter of the Risk and Insurance Management Society (RIMS).  He has an MBA (University of Texas San Antonio) and BA in Economics (Whitman College).

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Robert Benvenuto

Robert Benvenuto

Robert Benvenuto is as an Executive Vice President and member of the JLT Specialty USA Executive Committee.  He is responsible for leading JLT's U.S. growth initiatives in the Midwest, accountable for client, market and talent development and building the firm's presence in the Chicagoland business and civic community.  

Robert provides clients with a broad range of expertise across domestic and international property, casualty and financial risks.   He works with clients to quantify ways to improve their risk finance and insurance programs, develop creative solutions and lead specialty service teams to deliver measurable results.  

Robert has over two decades of experience in the Risk & Insurance industry. Prior to joining JLT in July 2015, he served as an Executive Vice President and member of the Global Leadership Group at Aon.   

Robert holds a BS in Economics from the University of Rhode Island and advanced studies in International Business from Richmond University in London.

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Paul Brandel

Paul Brandel

Paul Brandel is the Risk and Claims Manager for Eby-Brown Company, LLC.  Eby-Brown is the largest privately owned distributor in the United States and a leading wholesale distributor to the convenience industry.  He is responsible for the risk and insurance program for seven distribution centers, 2,000,000 square feet of warehouse and approximately 2,500 employees.

Paul began his career in 1999 as multi-line claims adjuster for Marriott International.  Following Marriott International, he held multiple positions with Gallagher Bassett servicing both captive and self-injured clients. In 2007, Paul accepted the Claims Manager position with Hyatt Hotels Corporation and then accepting a Risk Manager position with Rockford Mass Transit District in 2010.  Prior to his current position with Eby-Brown, Paul served as the Risk Manager for Waterton from 2014-2016. Mr. Brandel is a Director for the Chicago Chapter of RIMs working with the Chapter Officers. He also chairs the Risk & Safety Committee for the International Foodservice Distributors Association (IFDA).

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Hart S. Brown

Hart S. Brown

Hart Brown is the Senior Vice President, Practice Leader of Organizational Resilience in the Risk Services Division. In addition to the organizational resilience practice, he is responsible for the cyber risk services practice and the entertainment risk services practice within HUB. He has 20 years of experience in both the public and the private sector regarding crisis management, cyber incident management, security, business continuity, emergency management and global risk management.  Hart provided services in 50 countries, to special events such as the World Cup and for one of the largest bankruptcies in US history. 

Prior to joining HUB, Mr. Brown was responsible for international security and crisis management with a multi-national retailer. Hart has been featured in Risk & Insurance, Advisen, Business Insurance, Security Management, CIO Review, Insurance Business and Occupational Safety & Health. He is the Vice Chair of the ASIS Crisis Management & Business Continuity Council and is a member of the Chief Security Officer (CSO) Roundtable, Domestic Security Advisory Council, Overseas Security Advisory Council, FBI-Infragard, DHS Fusion Center and the Loss Prevention Foundation.

B.S., Radiological Health Engineering (Nuclear Engineering/Medicine), Texas A&M University
M.S., Safety Engineering, Texas A&M University
Domestic Security Executive Academy, Federal Bureau of Investigation

Certified Organizational Resilience Professional (CORP); Certified Business Continuity Professional (CBCP); Certified Ethical Hacker (CEH); Commercial Lines Coverage Specialist (CLCS); Loss Prevention Qualified (LPQ)

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Kate Browne

Kate Browne

Kate Browne is an attorney with more than twenty-five years' experience in the insurance industry. She joined Swiss Re in 2004 where she is Senior Vice President, Claims Counsel and serves as Corporate Solutions informal futurist. Kate is the author of several white papers on emerging risks such as 3D printers, automated vehicles, commercial drones, and nanotechnology. She is a graduate of St John's University School of Law and worked at AIG and Mendes & Mount prior to joining Swiss Re. 

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Todd Cheema

Todd Cheema

Todd Cheema is a SVP and Senior Structurer, Non-Standard Solutions for Swiss Re Corporate Solutions.  Todd works on a team dedicated to the use of techniques other than traditional insurance and reinsurance to provide risk-bearing entities with protection. Prior to his current role, Todd led a team in Swiss Re dedicated to providing a flexible range of customized Retrospective Solutions to help address the capital and earnings challenges arising from retained reserves.  Prior to his role in Retrospective Solutions, Todd worked in Underwriting and Pricing roles at Swiss Re, specializing in Commercial Umbrella.  Prior joining Swiss Re in December 2005, Todd worked for 6 years as a Reserving and Pricing Actuary at Partner Re.  Todd worked as an Actuarial Consultant at Milliman for 8 years prior to joining Partner Re.  Todd began his career in insurance at Plymouth Rock Assurance Co as an Underwriter.  Todd is a Fellow of the Casualty Actuarial Society and is a member of the American Academy of Actuaries.

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Robin Coyne

Robin Coyne

Robin Coyne is a Certified Industrial Hygienist with over 35 years of experience in the health, safety and environmental fields.  Her career started at the OSHA Training Institute and continued on to include: GD Searle/Monsanto, Senior Flexonics and RR Donnelley.  Robin is currently Director – Health, Safety and Environmental at Central Garden & Pet, where she and her HSE Team are responsible for all aspects of safety, health, environment and DOT compliance for Central Garden & Pet’s 60 facilities.

Robin is past President of the Chicago Local Section AIHA and past Chair of the AIHA Local Sections Council.  She has her B.S. degree in biomedical engineering from Northwestern University and a MBA  from Roosevelt University.

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Christopher Curl

Christopher Curl

Chris Curl is President of CEC Group, LLC, a claims mitigation and risk management consulting firm in the Chicago area.  He is a 37-year veteran of the risk management community and has worked with some of the world’s most recognized brands in bringing solutions that have dramatically reduced their cost of risk.  Chris is a retired Senior Vice President at Gallagher Bassett Services where he headed the Carrier Practice client services group.  Additionally, while at Gallagher Bassett he worked with clients like McDonald’s Corporation, Christian Brothers Services and Starr Aviation, providing innovative solutions that drove enhanced outcomes.

He played key leadership roles in Claims and Account Management/Sales with The Liberty Mutual Group over 27 years, consulting with clients like SUPERVALU, General Mills, Sears Roebuck, Goodyear and Darden Restaurants to develop best practices that positively changed their performance.  Chris has had extensive experience with mergers and acquisitions and has been a featured speaker at various industry events.  He was a key player in developing a new business concept for Gallagher Bassett which focused on delivering out-source claims services to insurance companies.   Chris lives in Batavia, IL with Kathy, his wife of 36 years.  

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Courtney Davis

Courtney Davis

Courtney C. Davis joined the University of Chicago’s Office of Risk Management in May 2015 where she serves as the senior insurance and risk management position in the University and is accountable for achieving strategic objectives and ensuring effective risk management for the organization. Prior to joining the University of Chicago, she worked for 8+ years at two large insurance brokerage firms specializing in education. Courtney holds a BS in marketing from Northern Illinois University. Additionally, she has earned an Associate in Risk Management (ARM) and is a Chartered Property Casualty Underwriter (CPCU) candidate.

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Jonathon Drummond

Jonathon Drummond

Jonathon Drummond is the Senior Vice President at Willis National Casualty Practice. As a senior brokerage leader within Willis’ National Casualty Practice, Jon provides depth and knowledge in the brokerage field where he aides clients in the development, implementation and coordination of complex casualty programs. Serving as the lead casualty strategist, Jon’s primary responsibility is to deliver unparalleled brokerage results to Willis’ largest and most complex casualty clients.

Jonathon has considerable experience working with diversified Fortune 500 companies in a marketing capacity and has delivered innovative, value added solutions for Willis’ strategic clients. His area of expertise includes:

  • Global Casualty Program Design
  • Placement & Implementation
  • Mass Tort Liability Mitigation
  • Complex Claim Resolution
  • Alternative Risk Financing
  • Captive Utilization
  • Contractual Risk Transfer
  • Cash Flow Modelling
  • Collateral Negotiation

Jon earned his Bachelor of Science in Business Administration from Western Michigan University with a double major in Finance and Marketing.   He is a Certified Insurance Counselor (CIC) from The National Alliance for Insurance Education & Research.

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Chris Dunlap

Chris Dunlap, MS, ABCP, ARM-E, CFPS, RRE

Chris is currently serving as an AVP / Senior Risk Consultant for HUB International’s Risk Services Division. Headquartered in Chicago, IL, HUB International Limited is a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located throughout the United States and Canada. 

Chris is based in the Northeast region and serves as a resource for brokerage operations by providing risk management consulting services and carrier risk control oversight to commercial property and casualty clients.  Chris is also the HUB Risk Services Real Estate Industry Vertical Leader.  In this role, he coordinates a team of consultants who specialize in risk management solutions for HUB's Real Estate clients. The group is responsible for development and implementation of risk control products and services specific to the Real Estate industry.  Examples include technical bulletins on emerging issues, webinars, seminars, risk management tools, safety resources, and training programs for the industry.  Chris collaborates with producers, account managers and senior leadership to deliver these services across HUB's Real Estate portfolio.

His professional background includes approximately 9 years in the insurance industry as a risk management consultant on both the broker and insurance carrier sides of the business. His experience also includes approximately 1 year in risk management for a Fortune 500 luxury retailer, and 2 years in the pharmaceutical industry as a financial analyst.  He has earned a Master’s of Science degree in Safety, from Indiana University of Pennsylvania.  He has also earned a Bachelor’s of Science degree in Finance, from Rutgers University.  Chris has achieved the following professional certifications; Associate Business Continuity Professional (ABCP) designation, Certified Fire Protection Specialist (CFPS) designation, Associate in Risk Management – ERM (ARM-E) designation, and is a UL Recognized Risk Engineer (RRE).  In addition, he is a certified OSHA Outreach Trainer for Construction 10 and 30 hour courses.  Chris also holds a Property & Casualty Insurance Producer’s License in New Jersey.

Chris’ experience includes work with companies in a variety of industries such as real estate, retail, education, food service, healthcare, manufacturing, technology, construction, and wholesale/distribution. With these industries, he has provided consulting in a number of technical areas including but not limited to; enterprise risk management, emergency planning, disaster recovery and business continuity, fire protection, security, driver selection, vehicle safety programs, driver training, risk transfer, food safety, product liability, slip/trip/fall prevention, environmental health & safety training, self-audit programs, accident investigation, ergonomics, lean processes and safety management systems.

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Melissa A. Dunn

Melissa A. Dunn, ARM, AIC

Melissa A. Dunn is Vice President and Managing Director for Helmsman Management Services. She joined Liberty Mutual in 2006 in Major Accounts, focused exclusively on the unique and complex needs of very large companies, including many of the Fortune 100. She now manages a dedicated sales and service team delivering integrated claims administration and loss control for customers of all sizes.

In her current role Ms. Dunn is heavily involved in strategy, marketing and broker/client/prospect relations. Based in Chicago, Ms. Dunn has over 25 years of industry experience in insurance, claims and third-party administration, including operations, account management, managed care, implementation, sales and sales management. She has previously worked for Travelers, The Hartford, McDonald’s Corporation and Ford Motor Company.

Ms. Dunn holds both the ARM and AIC designations and earned a Bachelor of Arts from Baldwin-Wallace University in Berea, Ohio.

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Tom Durkin

Tom Durkin

Tom Durkin is the Central Region Director of Business Development for Aon Global Risk Consulting, which includes enterprise risk management, actuarial, captive management and alternative risk financing, claims, risk control, and engineering consulting practices. His role helps our clients gain an experienced leader and strategist to align risk consulting services for the most beneficial impact associated with client risk management objectives.

Tom’s expertise is centered-around two key areas (1) helping clients optimize their total cost of risk, and (2) providing risk advisory services aimed at supporting the achievement of client objectives.  Tom’s consulting expertise covers the broad array of industry segments, with more recent client focus on:

  • Claim reduction for large scale, complex applications
  • Claim analytics and diagnostic assessments
  • Risk management maturity benchmarking
  • Performance measurement dashboards
  • Risk identification and quantification
  • Strategic planning

Culture improvement / behavior based safety

Prior to joining Aon, Tom worked for Artex Risk Solutions and Arthur J. Gallagher for 11 years as a producer on a wide variety of client business activities, such as construction, temporary staffing, and long-term care. 

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Donald E. Elder

Donald E. Elder

Don focuses his practice on insurance coverage, reinsurance, and commercial litigation. He represents insurance companies in insurance disputes involving the availability of insurance coverage under professional liability policies, trucking liability policies, commercial general liability policies, employers’ liability policies and healthcare professional liability policies. Additionally, he has coordinated and monitored defense of corporate clients nationwide, directed defense counsel, formulated litigation strategy and execution, managed discovery and fact development, and was charged with budgeting, cost-control and efficient resolution. 

Don also represents motor carriers, logistics companies, owner-operators and insurers in virtually all aspects of transportation litigation, from property damage and personal injury litigation to employment practices claims to transactional disputes. He has experience in commercial litigation, class action litigation, and contract disputes, and he has handled employment practices litigation, representation of employers before administrative and regulatory agencies, internal investigations, handling and defending U.S. and Illinois Department of Labor, Wage and Hour investigations, defense of whistleblower (STAA) actions, representing employers before administrative and regulatory agencies.

Don also participates a volunteer evaluator for Cook County Mock Trial Competitions, as well as, the “Lawyers in the Classroom” program. The Lawyers in the Classroom program is organized by the Constitutional Rights Foundation on behalf of the Chicago Public School system. Through the program, attorneys lead interactive lessons in elementary classrooms geared toward helping students to understand the U.S. Constitution and the U.S. legal system.

PRACTICE AREAS

  • Coverage Analysis
  • Asbestos Defense
  • Commercial
  • National Claims Management (Asbestos and Product Liability)
  • Commercial Litigation
  • Reinsurance
  • Trucking and Transportation
  • General Counsel
  • Regulatory Compliance

EDUCATION
J.D., Western Michigan University, The Thomas M. Cooley Law School, cum laude
B.A., University of Minnesota

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Renata Elias

Renata Elias

Renata is a consultant within Marsh Risk Consulting’s Strategic Risk Consulting Practice. Her years of experience include development of crisis, emergency and disaster response plans, evacuation plans, crisis communications, and pandemic/public health plans. She provides counsel and support to organizations on a broad range of issues including crisis management planning, emergency/security management, business continuity, crisis communications, humanitarian assistance, and reputational risk.

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Eric J. Emerson

Eric J. Emerson

Eric J. Emerson provides general counsel to transportation companies in a variety of industries. In particular, Eric represents clients nationwide in a wide range of operational, strategic, and litigation matters. Formerly President and General Counsel of a national motor carrier, Eric brings an insider’s business perspective to the legal services he provides.

Eric has significant experience counseling clients in the areas of trucking and logistics operations, personnel management; insurance coverage and underwriting; contract review and negotiation; environmental and real estate due diligence; litigation; pursuit and defense of cargo claims (Carmack Amendment); and rapid accident response efforts. He offers guidance in regulatory compliance and risk exposure, and proactively counsels clients regarding industry regulations and hours of service requirements, driver and equipment compliance, hazardous material handling, HIPAA standards, OSHA and EEOC matters. In addition to for-hire and private fleets, Eric represents a host of companies within the industry, including third party logistics firms, freight forwarders and insurers of transportation risks. Eric also represents clients in litigation including, vehicle accidents, breach of contract, insurance coverage, premises liability, whistleblower, and employment claims.

PROFESSIONAL BACKGROUND

He previously served as President of Tidewater Transit Company, a 400-truck bulk commodity motor carrier with 14 locations and destinations from coast-to-coast. Prior to that role, Eric was General Counsel for Tidewater and several affiliated companies. Through this experience, he understands the need for comprehensive and business-based legal services for all segments of the transportation industry. Eric has been recognized as a “Leading Lawyer” by Law Bulletin Publishing Company in the categories of Transportation Law and Closely & Privately Held Business Law.

PRACTICE AREAS

  • Trucking & Transportation
  • Litigation
  • Corporate Structuring
  • General Counsel
  • Risk Management
  • Insurance

EDUCATION
J.D., The John Marshall Law School
B.A., University of Notre Dame

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Matt Engels

Matt Engels

With 20 years of managed care experience and extensive knowledge of workers’ compensation on a national level, Matt is Vice President of Network Solutions at CorVel Corporation. Matt oversees CorVel’s networks, bill review, and case management and leads a team focused on the delivery of high quality, cost effective care and risk management. 

Through the use of data, clinical resources, and rules-based software, Matt and team identify trigger points to strategic interventions, driving optimal outcomes and reducing the risk associated with workplace injuries. Devising better ways to deliver and manage modalities applied to address pain, especially prescription medications and physical therapy, have been Matt’s passion throughout his career.  Matt capitalizes on CorVel’s integrated platform of bill review, PPO, U/R, PBM, and TPA, positioning CorVel to meet the needs of employer and payer clients and health care provider partners.   

After graduation from Columbia University with a BA in History, Matt earned his law degree from Loyola University Chicago. After working as a health care consultant, Matt started his career in managed care in 1996. Matt lives in north suburban Chicago with his wife and two children.

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Jeffrey Ryan Evans

Jeffrey Ryan Evans

Ryan is a broker and team leader within the Financial Services Group (FSG) in Chicago. Ryan is responsible for team administration including management of over $250 million in annual team premium volume. Additional responsibilities include strategic business development, client relationships, marketing & brokering, coverage analysis, claims advocacy, and servicing of clients’ specific to Executive Liability and related insurance product and services, in conjunction with Aon Risk Services retail offices.

Ryan specialization includes consultation and placement of all Executive Liability coverages for public and private companies. This includes coverages such as Directors and Officers Liability, Fiduciary Liability, Employment Practices Liability, Fidelity, Errors & Omissions and Special Crime. Industry strengths include Fortune 500 Companies, Multinational Corporations, Financial Institutions -  Community Banks, Investment Advisors, REITS, and Alternative Asset Managers

Mr. Evans has been involved in the insurance brokerage industry since 2009. Previously, his experience includes practicing law for over 3 years in private practice dealing in complex insurance litigation, including coverage disputes.

Bachelor of Arts Degrees in Political Science and Urban Planning, Miami University, OH
Juris Doctor, Chicago-Kent College of Law, Chicago, IL

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John Farley

John Farley

John Farley is currently serving as a Vice President and Cyber Risk Consulting Practice Leader for HUB International’s Risk Services Division. Headquartered in Chicago, IL, HUB International Limited is a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located throughout the United States and Canada. 

John is based in New York City and brings 24 years of risk consulting experience to the firm. While working at HUB International John has performed a variety of cyber risk consulting services for clients across many industries, including but not limited to Healthcare, Retail, Financial Services, Higher Education and Information Technology companies.  He serves as a resource for pre-breach planning and post-data breach response in network security & privacy liability consulting. In this role he applies extensive knowledge in data breach response best practices and works diligently with clients to achieve optimal results in cost mitigation. 

John acts as a central coordinator between all parties involved - the client, insurance carriers, and any outsourced service provider hired, including IT forensics experts, privacy attorneys, public relations firms, call center operators and other breach response service providers.

John also facilitates online access to HUB International's e-Risk Hub. This online database serves clients’ ongoing educational needs in the ever-changing network security and privacy risk environment. In addition, John provides client training that assists client efforts in forecasting potential loss costs related to a network security event. 

He is a regular speaker at educational seminars on multiple network security and privacy liability challenges facing organizations today. Areas of focus are HIPAA, Payment Card Industry Data Security Standards, FERPA, government threat sharing initiatives, regulatory compliance and data breach notice requirements at the state, federal and international levels. 

John has a Bachelors of Arts degree in English and a minor in Business Management from Manhattan College. In addition, John is a Certified Information Privacy Professional (CIPP/US) and has received his Associate in Claims (AIC) designation.

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Richard Frese

Richard Frese

Richard is a Principal & Consulting Actuary in the Chicago Casualty practice of Milliman. He joined the firm in 2002.

Richard’s expertise in property and casualty primarily involves loss reserving and forecasting for self-insured clients in the area of medical malpractice and workers’ compensation liability. He also has extensive experience in commercial lines, including workers’ compensation, professional liability, general liability, auto liability, and property insurance. His clients include captives, Fortune 500 corporations, healthcare institutions, privately held companies, public entities, and risk-retention groups.

PUBLICATIONS

“Does Your Self-Insured Program Need A Tune-up?,” 2011, Risk Management
“A Second Look At Your Self-Insurance Allocation,” 2011, The Self-Insurer
“How Do You Compare? Benchmarking Your Insurance Program,” 2012, Risk Management
“Workers’ Compensation - The Other Self-Insured Liability,” 2013, Healthcare Financial Management
“Managing Tail Liability,” 2013, Healthcare Financial Management
“5 Strategies For Lessening The Self-insurance Impact Of The ACA,” 2014, Healthcare Financial Management
“Captive Insurance: Is It the Right Choice for Your Insurance Exposures?,” 2015, Healthcare Financial Management

PROFESSIONAL DESIGNATIONS
Fellow, Casualty Actuarial Society
Member, American Academy of Actuaries

EDUCATION
BS, Actuarial Science, University of Illinois, Urbana-Champaign

COMMITTEES
Casualty Actuarial Society University Engagement Committee - 2010 to Present

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Thomas Fuller

Thomas Fuller

Tom Fuller manages the National Insurance Risk Management Consulting (RMC) group.  This department is responsible for delivery of client support involving loss analysis, risk retention decisions, program structure and plan design, and resolution of other technical or financial issues. In addition, the RMC department consults with clients regarding benchmarking, cost allocation, and specialized loss analysis.  Tom joined Liberty Mutual in 1999.  Prior to joining Liberty Mutual, Tom worked for IBM Corporation and an IBM Business Partner.  Mr. Fuller holds a BS from the University of Illinois and an MBA from St. Louis University.

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Michael Giacobbe

Michael Giacobbe

Mike is an Executive Vice President and Head of Analytics and Consulting for JLT Specialty in the United States, which includes analytics that support insurance program limit and retention decisions, casualty risk consulting, property risk consulting, valuations and forensic accounting (property/BI complex claim preparation), ERM, business continuity, and supply chain consulting.  Mike has over 15 years of experience as a consulting leader--including strategy and analytics support – 13 years of which has been spent advising clients with risk and insurance, supply chain, and enterprise risk related matters in myriad industries including energy, life sciences, retail, consumer goods, and technology.

Prior to coming to JLT, Mike served as a Managing Director in Aon’s Broking team, supporting initiatives related to broking operations efficiency, best practices, and risk reduction.  Prior to his broking role, Mike served for five years as a Managing Director and member of the senior leadership team in Aon’s Global Risk Consulting practice, leading business development and growth initiative efforts in the Americas for risk control, claims, engineering, actuarial, enterprise risk management, business continuity, and captive management and consulting services.  Mike also served as a senior leader in Aon’s Enterprise Risk Management practice for four years and as a Lead Analyst in Aon’s Research and Analysis group for four years.

Mike obtained BS, MS, and PhD degrees in Nuclear Engineering from the University of Illinois at Urbana-Champaign, and in addition worked at Argonne National Laboratory while obtaining his PhD degree.

Mike was also named Power Broker by Risk & Insurance for the Utilities Industry in 2013.

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Kevin Glennon

Kevin Glennon

Kevin Glennon (RN, BSN, CDMS, CWCP, and QRP) is Vice President of Home Health Operations and Clinical & Quality Assurance Programs at One Call Care Management. He has over 30 years of experience in healthcare, encompassing clinical and claims management for workers’ compensation, auto, and general liability. His background includes medical case management of complex and catastrophic injuries and long-term disabilities. He applies his knowledge and experience to assist organizations in better managing and controlling costs associated with complex injury claims for the best-possible outcomes.

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Carrie Gratziani

Carrie Graziani

Carrie L. Graziani, Esq., AIC, RPLU, is a Unit Manager in Specialty Claims at the Hanover Insurance Group. She is a senior claim handler managing a group of claims attorneys as well as various management liability claims involving directors and officers, employment practices, employee benefits, fiduciary, and cyber. Carrie was a carrier side insurance coverage attorney prior to moving in-house with an international insurance company where she handled similar claims and coverage issues.  Carrie recently joined the growing Specialty Claims group at Hanover. Carrie received a BA in History from Xavier University and her J.D. from DePaul University College of Law.

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Michael Gruetzmacher

Michael Gruetzmacher

Michael Gruetzmacher is a Managing Director within the Casualty Practice of Aon Broking.   Michael leads the Data & Analytics Practice and heads the Collateral Advisory Services team.  Michael is also a subject matter expert on Alternative Risk Transfer solutions.

As the leader of the Data & Analytics Practice, Michael oversees efforts to manage broking data and benchmarking capabilities, develop and enhance broking tools and models, support new product innovations, and coordinate with data-driven professionals throughout the firm for the benefit of clients.

In his role as the head of the Collateral Advisory Services team, Mr. Gruetzmacher works on behalf of clients to address insurance related collateral requirements. Working in tandem with Aon’s brokerage, actuarial, and risk consulting professionals, he devises strategies and creative solutions to minimize the direct and indirect costs of collateral and enhance overall casualty program economics.

As a subject matter expert on Alternative Risk Transfer solutions, Michael works on behalf of corporate and captive clients to develop and implement non-traditional insurance solutions and strategies, including novations, loss portfolio transfers, alternative collateral, and capital market convergence products.

Michael joined Aon Risk Services in May of 2007.   Prior to joining Aon he worked on Wall Street for seven years at Goldman Sachs and Tiger Management. At Goldman Sachs, he was a member of the Airline industry research team and developed investment strategies for internal and external clients.  After Goldman, he joined a start-up hedge fund affiliated with Tiger Management and focused on special situations, distressed debt, and long/short investing.  

Michael holds a B.B.A. in Finance, Investments, and Banking from the University of Wisconsin in Madison.

Michael is a multi-year recipient of the Power Broker designation by Risk and Insurance magazine.

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Travis Grulkowski

Travis Grulkowski

Travis is a principal and consulting actuary with the Milwaukee office of Milliman.  He joined the firm in 1996.  Travis’s area of expertise is ratemaking and loss reserving analyses for property and casualty insurance. He has experience in many lines of insurance, with a special emphasis on professional liability and commercial lines, including workers’ compensation, general liability, and auto liability.  Travis has assisted numerous self-insured corporate clients, providing expertise in reserving and funding (including stochastic distributional analyses), loss retention analyses, collateral studies and allocation calculations.  He has also supported actuarial appraisals for mergers and acquisitions.

Travis has spoken at many insurance industry conferences, including those sponsored by the Casualty Actuarial Society, the Insurance Accounting and Systems Association and Milliman.  He has published several insurance-related articles.

PROFESSIONAL DESIGNATIONS
Fellow, Casualty Actuarial Society
Member, American Academy of Actuaries

EDUCATION
Bachelor of Business Administration (1993)
Double Major - Actuarial Science / Risk Management and Insurance from University of Wisconsin, Madison

AFFILIATIONS
Active member, RIMS (the risk management society™), Milwaukee, WI Chapter
Member, Worldwide Broker Network
Member, Insurance Accounting and Systems Association (Wisconsin Chapter)

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John D. Hackett

John D. Hackett

John D. Hackett is a co-managing partner in the firm’s Chicago office, concentrating in insurance coverage litigation, and a member of the firm's Executive Committee. Mr. Hackett has extensive experience in complex insurance coverage disputes.  He has a wide variety of clients and is responsible for all aspects of the insurance practice, including the preparation of complex opinion letters, all phases of declaratory judgment litigation and regulatory/underwriting matters. He frequently speaks on insurance issues. Mr. Hackett was named in 2014 as the Chair of the Insurance Law Committee for the Illinois Association of Defense Trial Counsel.

Mr. Hackett has extensive multi-state and experience and has litigated matters in Illinois, Missouri, California, New York, Florida, Texas, Louisiana, Michigan, Wisconsin, Iowa, Indiana and Georgia. He also has extensive experience with risk retention groups, self-insured retentions, and all types of insurance policies, including general liability, professional liability, employers' liability, excess and personal lines. Mr. Hackett has been recognized by Law Bulletin Publishing Company as a Leading Lawyer since 2012 in the areas of insurance, insurance coverage and reinsurance law.

Mr. Hackett received his Chartered Property and Casualty Underwriters (CPCU) designation in 1999 and Associate in Risk Management (ARM) designation in 2000. He was also a member of the DePaul Law Review and served as the Notes and Comments editor for the DePaul Law Review (1986-1987).

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David Halford

David Halford

David Halford leads Fusion’s team of professional Advisory Consultants to help clients plan and implement Enterprise Resiliency & Business Continuity.  David brings over 25 years experience providing services and best practice models for Business Continuity, Disaster Recovery, IT Risk & Operational Resilience, Incident & Emergency response.

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Dawn Heniff

Dawn Heniff

Dawn Heniff serves as SVP responsible for overseeing Business Continuity and Risk for Envestnet Asset Management, a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions through its open architecture technology platform.  Envestnet’s Business Continuity and Risk practices are global in nature and have grown to 17 offices throughout the United States and India. 

Heniff has over 25 years of experience working for various Technology, Investment Management, and Insurance firms, with the last 9 years dedicated to Business Continuity along with 3 years in Enterprise Risk.

Prior to joining Envestnet, Heniff served as Senior Business Continuity Specialist for Mesirow Financial. In this role, she was able to successfully blend the ability to interpret the business continuity needs of the business with the technology recovery requirements of the systems environment.

Heniff holds a Bachelor’s of Science in Organizational Management from Elmhurst College, as well as, Certified Business Continuity Planner (CBCP) from the Disaster Recovery Institute International (DRII) and is also in the final phase of completing requirements for Certified Risk Management Professional (CRMP) from the Disaster Recovery Institute International (DRII).

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Jamie Hull

Jamie Hull

Jamie L. Hull is a partner with Cassiday Schade, where she concentrates her practice in the area of insurance coverage litigation, including broker/agent professional liability matters, business litigation and appellate matters. Ms. Hull has represented insurance companies, corporations and individuals in a variety of insurance and business matters in both federal and state courts. She has extensive experience with risk retention groups, self-insured retentions and all types of insurance policies including commercial general liability, disability, professional liability, employer's liability, excess/umbrella and personal lines.

Ms. Hull also serves as corporate counsel to a liquor importer and distributor, where she manages, coordinates, and directs all legal activities including handling of commercial litigation and disputes. She further assists in drafting and advising the client concerning import and export agreements, national, regional, and state distribution agreements, contracts with industry suppliers, and other related agreements such as employment agreements, operating agreements, services agreements, and licensing agreements.

Prior to joining the firm, Ms. Hull clerked for the Honorable Judith Cohen, Appellate Court of Illinois, First District, where she assisted in drafting numerous opinions and orders in connection with a variety of civil and criminal matters.

Ms. Hull received her J.D. from The John Marshall Law School, where she was Executive Lead Articles Editor for The John Marshall Law Review and authored "The Current Trend To Define The Requirements Of An Actionable Hostile Environment Claim In Verbal Harassment Cases". While a student at John Marshall, she also received CALI Awards for Excellence in Real Property Law, Sales and Family Law. Ms. Hull is a graduate of Miami University, where she received her B.A. in Political Science and Spanish with a minor in Latin American Studies.

Ms. Hull is affiliated with the Chicago Bar Association, Illinois State Bar Association and American Bar Association. Ms. Hull has served as a panelist at the Chicago Bar Association’s Board Match Program and was a featured speaker at the Chicago Bar Association’s 2008 National Law Day Celebration at the Daley Center. For the seventh time, Ms. Hull has been named a “Rising Star” by Super Lawyer’s Magazine. She has also been named a 2016 Emerging Lawyer by Leading Lawyers Network.

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Robert Johnson

Robert Johnson

Robert Johnson is a partner in the Chicago office of Quintairos, Prieto, Wood & Boyer, P.A., and serves as Chief Diversity Partner & Inclusion Officer and chair of firm’s Diversity Committee; he works to support local diversity initiatives concerning recruitment, retention, business and professional development, and to promote diversity.

Mr. Johnson advises and provides management and consulting services to corporate departments.  He has over 20 years’ experience advising a wide range of entities on risk assessment and reduction.  As a complement to his legal and business experience, Mr. Johnson regularly advises on issues addressing diversity and social responsibility. He has practiced in the areas of commercial litigation, products liability, real estate law and contract negotiations. 

Mr. Johnson is managing partner of a management-consulting firm. Previously, he worked as Franchise Relations Officer for McDonald’s Corporation Central Division. At McDonald’s, he was also managing counsel, responsible for oversight and management of the Workers’ Compensation Program for all domestic corporate owned restaurants. He has advised on customer claims handling and crisis management for McDonald’s markets in Europe, Australia, Latin America, Canada and Asia.  He was a member of McDonald’s Diversity and Inclusion faculty and in this role frequently traveled throughout the country to address diversity issues, instruct on career development and intercultural learning.

Mr. Johnson received his Juris Doctor from the University of Illinois College of Law in 1993 and Bachelor of Science from Knox College in Illinois in 1990, graduating with dual majors in economics and sociology.

Mr. Johnson is licensed to practice law in Illinois.

Mr. Johnson serves on the Executive Advisory Board of the National Urban League’s Black Executive Exchange Program.  He is a board member of the Common Ground Foundation, an organization providing urban youths with skills in leadership to interact productively in civic engagements.

Mr. Johnson is the recipient of the 2009 Chicago United Business Leaders of Color Award, the 2009 Council on Legal Educational Opportunity Legacy Diversity Award, the 2006 National Eagle Leadership Institute and Career Focus Magazine Eagle Award, the McDonald’s Corporation 2003 Shining Light Award.

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Yannick Kwan

Yannick Kwan

Yannick Kwan is part of the Business Development team for Aon Global Risk Consulting that is responsible for leading and coordinating the new business initiatives for Risk Consulting (Actuarial, Enterprise Risk Management, Business Continuity Management, and Risk Finance), Risk Control and Claims; and Captive Management divisions.

He currently leads the analyst team which supports the business development efforts across the nation, while having focused sales responsibilities for the Central region. His role helps our clients to align our various risk consulting services to support their strategies in meeting business objectives and implementing risk consulting solutions that positively impact financial results. 

Special Areas of Expertise
Yannick’s expertise is centered-around two key areas (1) helping clients optimize their total cost of risk, and (2) providing risk advisory services aimed at supporting the achievement of client objectives.

Experience
Yannick joined Aon in 2010 as a member of the Business Development Team for Aon Global Risk Consulting. He also spent time as part of the Actuarial & Analytics Practice of the group where he provided analytical services to brokerage and consulting clients and worked extensively with auto liability, general liability, and workers compensation lines of insurance. Areas Yannick was involved in included

  • Loss Reserve
  • Accrual Analysis
  • Loss Forecasting
  • Collateral Support
  • Retention Analysis and Program Design
  • Statistical Modeling
  • Data Compilation and Analysis
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David W. Langman

David W. Langman

David leads origination in North America for Swiss Re Corporate Solutions in the alternative risk space. It is David's principle responsibility to grow and develop the client base in need of innovative solutions involving various forms of risk capital.  David has over 25 years' experience in the insurance and reinsurance industry, both with conventional risk transfer as well as in the non-standard solutions space. He has led a global industry practice, overseen regional responsibilities for client-facing executives, run an enterprise risk consulting practice, and been involved in business development throughout his entire career.

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Tanja Maffei Chan

Tanja Maffei Chan

Tanja is the Midwest International Practice leader based in Chicago, USA. She has responsibility for production, placement and account stewardship of international business. She is a resource to the Midwest Regional offices for the international marketing, servicing and network coordination of multinational accounts. Her global background helps her efficiently manage the unique requirements of each client and communicate this to the Willis Network and the insurers to ensure consistently high quality global service to her international clients.

Tanja began her insurance career with Swiss Life in 1996 and was stationed in Brussels and Paris during her tenure there. She then joined CNA in Chicago in 1998, where she held underwriting and marketing positions. In 2002, she joined Marsh Chicago. In her most recent role, SVP international, she was a team leader responsible for the multinational clients in the Midwest. She handled large and mid-sized international clients’ foreign property, liability, captive and environmental programs. She joined Willis in April, 2012 and had the opportunity to work form Switzerland for 2 years in 2014 and 2015.

Tanja has a wide-range of expertise in a variety of industries, including Manufacturing, Food/Agriculture/Commodities, Natural Resources and Mining, Professional Services and Retail/ Wholesale.

Tanja is a Michigan State graduate in Business and French and earned her Master’s Degree in International Business at Thunderbird, The American Graduate School of International Management, Glendale, Arizona. Tanja has the ARM and CPCU designations and was the 2011-12 Chairperson of the ALB (Association of Lloyd’s Brokers). Tanja continues to be a Board member of ALB.

Tanja is fluent in Italian, French and conversant in Spanish.  She is a frequent speaker on international insurance issues and the state of the market for RIMS, Rebex, ALB, TMAC (Treasury Manager's Association of Chicago) and AFP (Association of Financial Professionals)—regional and national conferences for insurance and finance professionals.

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Pankaj Malviya

Pankaj Malviya

Pankaj Malviya is the Founder & CEO of Pulpstream.  Pulpstream is Pankaj’s third bootstrap venture. He has successfully lead two technology ventures in the past to successful acquisitions. He has over 24 years of experience in enterprise software product design, development, and implementation of business-critical software solutions for Fortune 500 companies including Citicorp, HP, AT&T, and Cisco.

Pankaj was the Software Architect for an Internet Security start-up - Internet Devices - a breakthrough Silicon Valley startup focused on Web-based centralized data policy management that was later acquired by Alcatel for $180 Million. He then became Software Architect at Jareva Technologies, a leader in developing IT automation software. Jareva was purchased by Veritas software for $63 Million. Most recently, Pankaj was Founder & CEO of LongJump, one of the first Platform as Service offerings in 2007. LongJump was acquired by Software AG for $35 Million. After acquisition, Pankaj lead Software AG Cloud initiative as GM of Agile Apps.

Prior to those endeavors, Pankaj was the key architect at HP. He led a large team in designing and implementing CRM for HP’s Home Products Division. The solution was successfully implemented across U.S., Europe, Australia, and Pacific continents. Later, the expertise gathered during HP implementations, laid the foundation for Relationals to provide a flexible and scalable On-Demand CRM platform for integrating customer information and automating sales processes. That platform was later adapted to build LongJump.

Pankaj currently holds 2 patents in network security, and has another 3 pending patents. He obtained his degree in Computer Science and Engineering from the G.S. Institute of Technology and Science, India.

In 2009, Pankaj was nominated as a Top 20 Technology Thought Leader by CRN Magazine. In 2008, he was recognized as one of the top 40 under-40 executives in Silicon Valley. He was given Demo God award in DEMO Conference 2007. Under his leadership, LongJump was recognized as an Inc. 5000 Startup and as an Always On Top 100 Cloud company in 2008, 2009, and 2010.

Pankaj’s business philosophy centers on delighting customers with an impeccable product and outstanding customer service. Please visit Linkedin to read his current and past customers’ view on his commitment to making their projects a success.

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Christopher E. Mandel

Christopher E. Mandel

Chris Mandel he is responsible for helping the company reach its strategic vision of serving the evolving needs of its current and future customers as well as help lead the industry vertical to the next level and beyond. Mr. Mandel has more than 25 years of leadership experience in large global corporate risk management and pioneered the development of ERM at USAA, where S&P rated USAA as “excellent” and a “leader in ERM”. His career included risk related leadership roles at Liberty Mutual, Marsh, Verizon, American National Red Cross, PepsiCo and USAA. He is Founder and President of Excellence in Risk Management, LLC and a board member of rPM3 Solutions, LLC, both risk management consulting firms.

He served seven years on the board of RIMS and was president in 2002-03. He holds and has held appointments to numerous industry boards, was elected a founding member of Risk Who’s Who in 2008, was voted the 2004 Risk Manager of the Year and the recipient of RIMS Goodell Award for lifetime achievement in 2016... He has had continuously running columns in the trade press since 1996 and currently writes for Risk and Insurance magazine, Insurance Thought Leadership.com and the International Risk Management Institute.

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Thomas Marrinson

Thomas Marrinson

Thomas Marrinson is a partner at Reed Smith's Chicago office. He is the author of Professional Liability Insurance and numerous other publications and has assisted policyholders in policy placement, claims resolution and litigation throughout the United States and abroad.

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Jim McKay

Jim McKay

I work on the "people" part in mergers, acquisitions, joint ventures and divestitures. Essentially this can be boiled down to three components: talent, cuture and $'s (the financial implications of executives and employees plans and programs). I advise our major clients on these issues through five deal phases: pre-deal preparation, due dligence, sale & purchase negotiations, merger planning and post merger implementation.

Within WTW I am our global DD leader, and also have geographical responsibility for all our M&A business in the America's. Educationallly, I teach the People, Culture and Organizational Change M&A course for the Johnson School of Management, Cornell University and am also on the Faculty that teaches the M&A course for World at Work.

From a client perspective, I run two M&A specific Roundtables. The first is for a closed group of Fortune 500 HR M&A professionals on all aspects of M&A and the second is specific to organizational culture in M&A and consists of both Corporate Development and HR professionals within the Fortune 100. 

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Gregory J. McKenna

Gregory J. McKenna

Greg McKenna serves as Vice President and Counsel to Gallagher Bassett Services, Inc., a subsidiary of Arthur J. Gallagher & Company in Itasca, Illinois.  GB is a leading third party administrator serving customers in the administration of workers’ compensation, property and casualty lines of insurance coverage in the United States and internationally. 

Mr. McKenna manages GB’s Governmental Affairs Department.  This department is charged with tracking, reporting and advocacy related to legislation and regulation affecting GB and its clients.  He is the co-author of GB’s weekly governmental briefing, The Way.  Mr. McKenna has previously managed the corporate claims area for Gallagher Bassett and has overseen centralized compliance functions for the company.

He also serves as the Chair of the Medicare Advocacy Recovery Coalition based on Washington, DC, and is an officer and past Chair of the American Association of Independent Claims Professionals.  He serves a Trustee for RISK PAC, the Political Action Committee of RIMS, the Risk and Insurance Management Society.

Prior to joining Gallagher Bassett in 2008, Mr. McKenna was a civil litigator with the firm of Cremer, Kopon, Shaughnessy & Spina, LLC, in Chicago.  He holds a law degree from Loyola University Chicago School of Law, a Master’s Degree from Georgetown University and a Bachelor’s Degree from the University of Notre Dame.  With his wife and three children, Mr. McKenna lives in the northwest suburbs of Chicago.   

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John McNally

John McNally

John leads JLT Specialty USA's Transaction Advisory Practice (TAP). TAP advises private equity and strategic buyers and sellers on the structuring and placement of representations and warranties, contingent tax, litigation/ known risk, fraudulent transfer and successor liability insurance solutions in M&A transactions.

Prior to joining JLT, John spent five years with Beazley Group in London, starting the firm’s mergers and acquisitions group and building it into a $25 million gross premium book of business. While there, he pioneered the use of quantitative rating models incorporating market frequency and loss data, risk weighting by sector and jurisdiction, and pricing optimization for deal size, limit, and attachment points.

John spent 15 years with American International Underwriters (AIG) in various roles in New York and London, before moving to Beazley.

He has a B.A. in Philosophy from the University of Chicago, and a J.D. from Fordham University School of Law.

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Steven Mikuzis

Steven Mikuzis

Steven Mikuzis is a litigation attorney and insurance producer of nearly 20 years.  Steven's legal practice focuses on insurance coverage and real estate based litigation.  Steven is also a principal of the independent property and casualty insurance agency Carlson, Mikuzis & Taylor, Inc.

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Ray Monteith

Ray Monteith

Ray Monteith is a Senior Vice President and the Risk Control Services Leader for HUB International Limited’s Risk Services Division in Canada.  Ray has twenty years of experience in risk consulting and has provided risk evaluations and risk mitigation strategies to a broad range of clients including various agencies of federal, provincial, and municipal governments across Canada.  He has worked extensively with institutions, universities, heavy industry, and major insurance companies and has broad experience in evaluating fire and life safety risk within the built environment, as well as in assessing municipal fire protection, construction site safety, liability assessment, asset condition reporting, disaster and emergency response planning, business continuity planning, organizational resilience, and supply chain risk.  Ray has been involved in applied research into community and organizational resilience and has presented research findings at several national and international conferences.

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Drew T. Olson

Drew T. Olson, CPA, CFF

Drew Olson is a Director in the firm’s Forensic Insurance & Recovery practice with more than 10 years of experience assisting clients with forensic accounting and consulting services related to insurance claims, including complex property and business interruption for insured businesses, as well as product recall, cyber and fidelity bond claims.  Skilled at evaluating interdependency losses pursuant to direct physical damage and contingent business interruption, Mr. Olson has assisted Fortune 100 companies, manufacturers and retail businesses in preparing and substantiating complex insurance claims and analyzing losses from insured catastrophic events.

In the hospitality industry, Mr. Olson has prepared numerous hotel business interruption and property claims related to insured perils. He has served clients in a range of other industries, including retail, chemical and global manufacturing, food service, technology, mortgage and financial services, aviation and telecommunications. In addition, he has served as a neutral Umpire in appraisal proceedings related to business interruption disputes and as an expert in mediation proceedings.

Mr. Olson has been quoted and published on insurance claims and business interruption topics in several national and industry publications, including CNBC, Treasury & Risk, and the E-Commerce Times. Prior to joining BDO, Mr. Olson was a Manager in Ernst & Young’s Fraud Investigation & Dispute Services practice, where he provided insurance claims, forensic accounting and investigative services.

American Institute of Certified Public Accountants
Association of Certified Fraud Examiners
Illinois State Society of Certified Public Accountants
Risk and Insurance Management Society (RIMS), Chicago Chapter

Masters of Professional Accountancy, Illinois State University
B.S., Accounting, Illinois State University

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Jill Powell

Jill Powell

Ms. Powell is a Senior Manager in Ernst & Young’s Insurance and Federal Claims Services practice in Chicago, Illinois.  The focus of Ms. Powell’s practice is complex insurance claims and dispute-related services as a member of the Insurance Claims Services team.  She has experience in managing complex insurance and litigation claims and the quantum of financial and economic damages as a result of business interruption, property damage and catastrophic loss.  Her experience in the above areas includes both public and private companies in various industries, including Retail, Media/Broadcasting, Manufacturing, Consumer Products, Food Processing, Professional Services, Hospitality, and Healthcare. She has had the opportunity to work closely with policyholders, adjusters, and attorneys in the resolution of these complex claims.

Prior to joining Ernst & Young, Ms. Powell spent four years working in Arthur Andersen’s Value Solutions group and two years at a smaller accounting firm focusing primarily on litigation, forensic accounting, and business valuation. Throughout her career, Ms. Powell has had experience on a variety of engagements, including: business valuation, lost profits analyses, forensic accounting, strategic advising and complex insurance claims.

Ms. Powell received her B.S. from Boston College in Chestnut Hill, MA.  She is a Member of the Association of Certified Fraud Examiners and an Associate Member of the Risk and Insurance Management Society (RIMS).

In addition, Ms. Powell is a frequent speaker and has delivered a multitude of presentations and published articles on complex business interruption and property damage claims, business continuity, and disaster recovery.  She has also taught courses on financial modeling, economic damages, lost profits, and property damage and business interruption insurance claims.   

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Tom Reagan

Tom Reagan

Tom Reagan is the Cyber Practice leader within Marsh’s Financial and Professional Products (FINPRO) Specialty Practice. He oversees client advisory and placement services for cyber risk throughout the country. In addition to his management responsibilities, Tom also serves as the senior cyber advisor for some of Marsh’s largest clients. Tom began his career in the technology industry as an expert on security and service delivery. In 2003, Tom joined American International Group (AIG), where he managed professional liability underwriting for AIG’s largest clients in the US and Canada. Tom also led the development of new professional liability products and services for AIG. Later, Tom joined Beazley, a global specialty insurance carrier, where he led marketing and strategy for Beazley’s cyber insurance division.

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Carolyn Rosenberg

Carolyn Rosenberg

Carolyn Rosenberg is a partner at Reed Smith who counsels companies, directors and officers, and risk managers on negotiating enhancements when buying or renewing insurance policies, and represents policyholders in coverage disputes to maximize insurance recovery.

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Amy Scheiden

Amy Scheiden

Amy Scheiden began her career at Inland Risk and Insurance Management Services in 2009 and is currently an Assistant Vice President of Risk Management.  Amy has managed the claims and loss control for diversified real estate assets in excess of $25 billion and servicing five REITs, a bank holding company, land and condo development companies, construction entities, property management companies, an association captive, and tax-deferred property exchanges. 

Amy has 18 years of diversified insurance experience working in different capacities for an insurance carrier, brokers and in-house risk management teams.  Amy began her career working in the workers’ compensation claims department of Liberty Mutual Insurance Company.  She spent several years working as a Claims Representative for Lockton Companies’ servicing clients within multiple industries such as manufacturing, distribution, retail, professional services and food service.  Following her tenure at Lockton Companies, Amy was the Regional Claims Manager for Whole Foods Market’s Midwest Region and responsible for the managing the claims of over 30 Whole Foods stores, a distribution center, bake house and commissary.  Amy was very involved with team member development and new store openings during her time at Whole Foods Market and continues to develop training and presentations for her clients at Inland.  Her career has primarily focused on claims handing working on all lines of property and casualty coverages.  Amy holds an Associates in Claims designation (AIC) and is a member of The Claims and Litigation Management Alliance (CLM) and Risk and Insurance Management Society, Inc. (RIMS).

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Emily Selck

Emily Selck

Emily Selck is the Cyber Liability Practice Leader for Hub International Midwest Limited’s Management and Professional Liability Group. Emily is responsible for developing and maintaining the Cyber Liability book of business, marketing, customer relationship management, and market relationships in the Chicago hub.  Emily joined Hub International in March 2016 to oversee the Cyber Liability initiative at Hub International for the Central and North regions.

Before joining Hub, Emily served as Senior Vice President, Cyber Liability & E&O for a national brokerage where she oversaw the book of Cyber Liability and E&O business for the Management Liability practice group, with a focus on large Healthcare and Technology accounts.  She also served as a Senior Broker at a top 5 broker where she specialized in Cyber Liability, Technology E&O, Media Liability, Miscellaneous Professional Liability, and Employed Lawyers’ Liability.  Emily serviced accounts of $1B in revenue and below of all industry classes, with a specialty in Public Entities and Higher Education.

Emily is a 2005 graduate of North Central College in Naperville, Illinois.  She is based in Chicago, Illinois.

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Steve Shappell

Steve Shappell, ESQ.

Steve provides legal support to JLT Specialty and related JLT entities.  He also provides support on Directors’ and Officers’ Liability, Fiduciary Liability, Errors and Omissions, Cyber Liability, Employment Practices, Energy, Environmental, Aerospace, Construction, and all other JLT Specialty matters. Additionally, Steve is the National D&O Product Leader. Steve assists clients and the JLT network with litigation, claims, coverage, risk assessment, risk management, and brokerage issues.

Steve has over 28 years of experience in the insurance industry, most of which involved litigation of complex insurance issues. Prior to joining JLT, Steve was the Managing Director of Aon’s Financial Services Group, Global Legal & Claims Practice for 16 years. Prior to that, Steve served as counsel in the CIGNA House Counsel operation and was in private practice with a prominent Denver law firm, specializing in insurance-related matters.   Steve is a frequent author and lecturer related to insurance specialty and management liability matters.

Steve earned a Bachelor’s degree from the University of Colorado-Boulder, and a Juris Doctor degree from the University of Denver.

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Cindy Slubowski

Cindy Slubowski

Cindy Slubowski is Vice President, Head of Manufacturing for Zurich. She is responsible for growing Zurich’s manufacturing business in the United States and Canada, providing value to manufacturing customers by delivering tactical solutions on strategic issues like absence management, risk engineering, claims management, product enhancement and thought leadership. 

Cindy joined Zurich from Kraft Foods where she was in charge of claims management, risk management and business continuity. Cindy brings a varied background to the insurance industry having worked on both the brokerage and corporate risk management side. She has spoken at various risk management venues on risk management, property coverage, claims management and finance risk management.

Ms. Slubowski received a bachelor of arts in Business Administration from DePaul University. She holds an ARM designation and masters in Organizational Development and Leadership from Capella University. 

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Michael C. Speer

Michael C. Speer

Michael Speer is a Senior Manager in Ernst & Young’s Fraud Investigations & Dispute Services practice.  As a member of the Insurance and Federal Claims Services team, the focus of Mr. Speer’s practice is complex business interruption and property insurance claims and federal disaster grants, and dispute-related services. 

Michael has over 35 years of experience with these and other services including fidelity claims, calculation of economic damages, litigation support, financial audit, internal audit, operational audit, compliance audit, and the review and development of internal controls.  He has provided services to a wide range of industries including manufacturing, retail, chemical, food processing, packaging, distribution, hospitality, real estate, food service, telecommunications, state and local government, not-for-profit, and others. 

Michael has supported policyholders, attorneys, brokers and public adjusters in managing complex business interruption and property claims resulting from virtually every covered cause of loss.  He has also supported grantees (states) and sub-grantees (municipalities and other local government agencies, and not-for-profits) with FEMA Public Assistance disaster and hazard mitigation grants.      

Michael has been frequently published as an expert commentator by the International Risk Management Institute (IRMI.com) and has been quoted in numerous other insurance industry publications.  He is a frequent speaker on topics relating to insurance claims and FEMA Public Assistance grants.

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Fred Travis

Fred Travis

Fred joined the University of Missouri’s Trulaske College of Business as Director of the Risk Management & Insurance (RMI) Program April 1, 2014; and as Assistant Teaching Professor of Finance August 25.  A new 15-credit-hour Risk Management & Insurance (RMI) Concentration for undergraduate business majors was formally established in 2015. From 14 students in the initial RMI course Spring semester 2015, enrollment has grown to more than 70. 

Before joining the University of Missouri, Fred spent more than 35 years as a risk management and finance executive and consultant.  Most recently he was principal of Risk Management Consulting, LLC, providing risk management, loss control, ERM and analytical consulting services to public, private, non-profit and government clients. 

As Director, Corporate Safety & Risk Management at Anheuser-Busch Companies from 1992-2005, Fred had world-wide responsibility for insurance, safety, loss control and risk management at the world’s largest brewer.  Previously, Fred held management positions in planning and finance at Anheuser-Busch and Ford Motor Company.

Fred received an MBA in Finance from the University of Pittsburgh and a Bachelor of Arts degree in Philosophy from Allegheny College.  He has written and presented on numerous loss control, risk management and Enterprise Risk Management topics in industry publications and at industry conferences.

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John Turner

John Turner

John Turner is Vice President and Head of Product Recall USA & Canada for XL Catlin.  John began working in the insurance market in 1989 and has been active in the global product recall and product liability insurance market for the vast majority of his 25 year career.  His expertise involves multi sector product supply chain companies both from an underwriting and major loss perspective.  John was formerly Director of Casualty for McLarens Young International where he established their global product recall practice and dealt with numerous major and multi-national recalls.  John has been an expert speaker at product recall seminars and symposiums in Bermuda, New York, London and Zurich among other locations.

XL Catlin Insurance has been an underwriter of product recall business since the mid 1990’s and is a major primary and excess carrier in this specialist sector of the market.  Its main underwriting platforms for product recall and contaminated product insurance business are in Bermuda, London and New York.

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Jacqueline A. Waters

Jacqueline A. Waters, ESQ.

Ms. Waters is a Senior Managing Director and the co-practice leader for Aon’s Financial Services Group Legal & Claims Practice. She is based in Chicago and has been with Aon for 12 years.

She specializes in management liability, which includes D&O, EPL, Fiduciary, Cyber and certain E&O coverages. She works with the Aon brokers to advise Aon clients on issues including policy wording and interpretation, claims and coverage and serves as a claims advocate for clients. That includes assisting clients in interpreting a carriers’ coverage position, attending mediations and negotiating resolutions to coverage disputes.

Prior to joining Aon, Ms. Waters practiced for 9 years with the law firms of Wilson Elser and Hanson, Peters, Nye focusing on insurance coverage, primarily in the management liability area.

B.S. in Music Education (she is a saxophone player), University of Minnesota
Graduate of Northwestern University School of Law
Member of the Chicago Bar Association and the Professional Liability Underwriting Society

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Louis Vittorio,

Louis Vittorio

Louis Vittorio currently serves as an Assistant Vice President for Frasco Investigative Services Inc., a leader in the insurance investigation industry for over fifty years. Louis is a well-known and experienced professional in his nineteenth year in the insurance industry, with fourteen of those years involving management oversight of Operations and Business Development.

Louis transitioned to Frasco as part of their acquisition of Bonnamy & Associates, LLC, in March of 2016, where he served as Managing Director. Bonnamy & Associates, LLC, was a leading provider of risk management and fraud solutions. Louis was responsible for the total management of the entire company, most notably, developing the company’s Special Investigation Unit and Mortgage Fraud Division.

Louis’ professional interests focus on leveraging current technology to more efficiently and proactively investigate suspicious insurance claims.

Louis holds a Bachelor’s degree in Business Administration from the University of Arizona.

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John Wasilchuk

John Wasilchuk

John is a Vice President in Lockton’s Environmental Practice, based out of Chicago Illinois. Prior to joining Lockton, John served as an environmental broker at Marsh and an environmental consultant a various firms in Chicago and Denver. John has a BS in Environmental Management from Indiana University.

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Daniel Weiker

Daniel Weiker

Daniel Weiker is Director, Enterprise Risk Management for Allegion in Carmel, Indiana.  Prior to Allegion, Mr. Weiker was risk manager at BASF and Ingersoll Rand, following 10 years at AIG.  He holds a Bachelor of Arts Degree from the University of Pennsylvania and a Law Degree from New York University.

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Steven Weisman

Steven Weisman

Steven Weisman is a Partner in McCarter & English, LLP’s Insurance Coverage Practice. Mr. Weisman advises clients on and litigates insurance coverage disputes concerning an array of underlying liabilities and first-party losses, as well as retrospective premium disputes. He also conducts insurance-related due diligence for corporate transactions.

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Joe Wieligman

Joe Wieligman

As a member and leader of the Toledo Risk Management department, Joe brings over 20 years of industry experience to the design, development, placement, and servicing of complex national and international property and casualty programs. His specific area of expertise is focused on large retention casualty programs, as he looks to aid his clients improve their insurance programs through loss cost containment and proper risk transfer strategies.

Prior to joining Hylant, Joe worked for Liberty Mutual Group as a National Market Senior Account Executive. He held various positions at Liberty Mutual including operations manager, division sales manager, regional manager and regional distribution manager. These positions allowed him to work and be a part of the Minneapolis, Houston, New Orleans, and Boston communities.

Joe is an associate member with the Toledo Chapter of RIMS, and an active participant with the RIMS chapters in Cleveland and Pittsburgh.

Joe is a member of the class of 2015 Leadership Toledo, a volunteer with Sylvania Parks and Recreation Basketball League, and a member of the Education Committee at Epworth United Methodist Church. Joe holds a bachelor’s degree in accounting from Truman State University in Kirksville, MO.

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