Board of Directors
Jeff Levin
OneAmerica Financial
Chief Executive Officer
Immediate Past Chair
Gina Besz
illumifin
President
Conference Chair
Kim Martin
Lincoln Financial Group
Marketing Committee Chair
Stephanie Moench
Oliver Wyman
Secretary
Program & Education Committee Mentor
Steve Cain
LTCI Partners
Member at Large
Char Hu
The Helper Bees
Member at Large
Allison Goldis
Cozen O'Connor
Member at Large
Allison Kusel
Unum
Executive Advisory Committee
Jamie Mueller
OneAmerica Financial
PEC Chair
Randy Beams
Milliman
Treasurer
Winona Berdine
FTI Consulting
Marketing, Engagement & Research Mentor
Zack Derryberry
ACSIA Partners
Advisors, Agents & Agencies Mentor
Sandy Jones
Faegre Drinker
Legal, Compliance & Regulatory Mentor
Micki Lockard
CNA
Claims & Underwriting Mentor
Royce Purinton
GE
Wellness & Aging in Place Mentor
Sharon Reed
illumifin
Management & Operations Mentor
Joshua Weber
Lincoln Financial
Actuarial & Finance Mentor
Program & Education Committee
Brian Ulery
illumifin
Actuarial & Finance Chair
Nathan Berggoetz
RGA
Actuarial & Finance Co-Chair
Dennis Lu
Oliver Wyman
Actuarial & Finance Co-Chair
Brian Kendall
OneAmerica
Advisors, Agents & Agencies Chair
Rick Stewart
Crump
Advisors, Agents & Agencies Co-Chair
Roy Christenson
ERAC
Claims & Underwriting Chair
Allison Kotos
Lincoln Financial Group
Claims & Underwriting Co-Chair
Jeffery Ferrand
illumifin
Legal, Compliance & Regulatory Chair
Taylor McKinnon
Milliman
Legal, Compliance & Regulatory Co-Chair
Julie Belknap
Continental General
Management & Operations Chair
Jeff Beligotti
New York Life
Management & Operations Co-Chair
Rohan Lewis
New York Life
Marketing, Engagement & Research Chair
MacKenzie Madsen
Lincoln Financial Group
Marketing, Engagement & Research Co-Chair
Dominic Hernandez
CNA
Wellness & Aging in Place Chair
Cailyn Canty
MassMutual
Wellness & Aging in Place Co-Chair
Emeritus Members
Jim Glickman
LifeCare Assurance Company
President Emeritus, 2001-2004 Conference Chair
Karen Smyth
Wilton Re
2024 & 2014 Conference Chair
Steve Schoonveld
GCG Consultants
2023 Conference Chair
Vince Bodnar
Alvarez & Marshal
2022 & 2011 Conference Chair
Barry Fisher
Ice Floe Consulting
2021 Conference Chair
Robert Eaton
Milliman
2020 Conference Chair
Peggy Hauser
Retired
2019 Conference Chair
Sharon Reed
illumifin
2018 Conference Chair
Mike Rafalko
Cozen O’Connor
2017 Conference Chair
Denise Liston
illumifin
2016 Conference Chair
David Kerr
Retired
2015 Conference Chair
Laurel Kastrup
KPMG
2013 Conference Chair
Kathy Hamby
Retired
2012, 2007, 2006 Conference Chair
Carroll Golden
C Golden Consulting LLC
2010 & 2005 Conference Chair
Sandra Latham
Latham Solutions LLC
2009 Conference Chair
Dan Cathcart
A-CAP
2008 Conference Chair
