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PROGRAM AGENDA
WELCOME
Robin Roeder
SVP Risk Management, Sedgwick &
Spencer Board Chairperson
REMARKS
Megan Miller
Spencer Executive Director
SPENCER SCHOLAR SPEAKERS
Anne Bowen
Indiana State University
Jamal Evans
Temple University
REMARKS
Bob Thomas
Regional Executive, Northeast Global Risk
Solutions, Liberty Mutual Insurance
HONOREE AWARD PRESENTATION
Neeti Bhalla Johnson
President, Global Risk Solutions,
Liberty Mutual Insurance
DINNER
CLOSING REMARKS
Duncan Ellis
Head of Retail Property - North America, AIG &
Spencer Board Member / Events Committee
Chairperson
DESSERT RECEPTION
Neeti Bhalla
Johnson
President, Global Risk Solutions
Liberty Mutual Insurance
CONGRATULATIONS TO OUR
HONOREE
THANK YOU TO OUR GALA CO-CHAIRS
Vlad Barbalat
President & Chief
Investment Officer
Liberty Mutual Insurance
Stephen Deane
Chief Claims Officer
Global Risk Solutions
Liberty Mutual Insurance
Alison Erbig
Chief Financial Officer
Global Risk Solutions
Liberty Mutual Insurance
Damon Hart
Chief Legal Officer
Liberty Mutual Insurance
Marc Orloff
President, Field Operations
Global Risk Solutions
Liberty Mutual Insurance
John Heveran
Chief Information Officer
Global Risk Solutions
Liberty Mutual Insurance
Bob Thomas
Regional Executive, Northeast
Global Risk Solutions
Liberty Mutual Insurance
THANK YOU TO OUR GALA CHAIR & COMMITTEE
Duncan Ellis
Head of Retail Property - North America
AIG
Teresa Black
Executive Vice President ·
Chubb NA
Bob Thomas
Regional Executive, Northeast
Global Risk Solutions
Liberty Mutual Insurance
Marya Propis
EVP, Retail Distribution
RT Specialty
Linton B. Puckett
VP, Market Relations Leader
Gallagher Global Brokerage U.S.
GALA CHAIR GALA COMMITTEE
BOARD OFFICERS
CHAIRPERSON
Robin Roeder
Sedgwick
PRESIDENT
Teresa Black
Chubb
VICE PRESIDENT
Johnell Holly
FM Global
TREASURER
Peter A. Heard
Travelers
SECRETARY
Jeff Cohen
Zywave
BOARD OF DIRECTORS
Stephen Acunto, Jr.
Business Insurance
Kristen M. Bessette
QBE
Joseph Cellura
Allied World
Dr. Cassandra Cole
Florida State University
Ron Davis
Zurich
Andrea M. Dudek
Accenture
Duncan Ellis
AIG
Christopher J. Lang
Marsh
Julie Gibson
Lockton Companies
Joseph V. LaRocco, Jr.
WTW
Dr. Weili Lu
California State University – Fullerton
Marya Propis
RT Specialty
B. Puckett
Gallagher
Michele J. Sansone
AXA XL
Jennifer Santiago
Wakefern
Matthew Schneider
Aon
Lori Seidenberg
BlackRock, Inc.
Ben Sloop
Amwins
Sue Srinivasan
Arch Insurance Group
Bob Thomas
Liberty Mutual Insurance
THANK YOU TO OUR GALA DONORS
VISIONARY
Liberty Mutual Insurance
RT Specialty / Ryan Specialty Group
PARTNER
AIG
Allied World
Amwins
Aon
Aquiline Capital Partners
AXA XL
Chubb
CRC Group
Deloitte
Gallagher
Goldman Sachs
Jencap
Lockton Companies
Marsh
McGill and Partners
Munich Re
Nelson Mullins Riley & Scarborough LLP
PwC
QBE
RIMS, the risk management society
Sedgwick
SimCorp
Sompo International
Stone Point Capital
Travelers
WTW
Zurich
SUPPORTER
Acrisure
AmRisc
Aspen Group
Berkshire Hathaway Specialty
Insurance
Burns & Wilcox
CNA
Cognizant
Enlyte
EPAM
EXL
Gen Re
Lewis Brisbois
McGriff
NFP
THANK YOU TO OUR GALA DONORS
Swiss Re
FRIEND
Accenture
Amazon Web Services
Ascot Group
AssuredPartners
Beazley
BlackRock
Bolt
Brown & Brown
CAC Specialty
Choate, Hall & Stewart
Corporate Risk Solutions
Cotton Global Disaster Solutions
Cross Insurance
EY
Foundation Risk Partners
Greg Hendrick, CEO of Vantage
ISG
Markel
S&P Global Mobility
Starr Insurance Companies
The Beckage Firm
Trans Re
Zywave
GOLD PAGE JOURNAL
Alston & Bird
Lloyd's America
Mintz, Levin, Cohn, Ferris, Glovsky
and Popeo, P.C.
SILVER PAGE JOURNAL
Alera Group
Duck Creek Technologies
Kinsale Capital Group
Robins Kaplan LLP
CONTRIBUTORS
Brion Callori
Theodore Dann
Glatfelter Insurance Group
M&T Insurance Agency, Inc.
Macrobond Financial
R. Dan Peed
Starkweather & Shepley Insurance
Brokerage Inc.
THANK YOU TO OUR DONORS WHO
SUPPORTED US THROUGHOUT THE PANDEMIC
(2021 FUNDING THEIR FUTURE CAMPAIGN DONORS)
MULTI-YEAR COMMITMENTS
FM Global
Lockton Companies
Travelers
BENEFACTOR LEVEL
AIG
EPIC Brokers & Consultants
PATRON LEVEL
Allied World
Aon
Argo Group
AXA XL
Chubb
Jencap
Liberty Mutual Insurance
Marsh
R. Dan Peed
R.I.S.E. Opportunity Foundation
RT Specialty
Sedgwick
WTW
ADVOCATE LEVEL
Berkshire Hathaway Specialty
Insurance
CRC Group
Peter Garvey
Gallagher
Munich Reinsurance America Inc.
NFP
QBE
Swiss Re Americas
Zurich
FRIEND LEVEL
Acrisure
Alera Group
Amwins
Arch Insurance Group
Aspen Insurance
THANK YOU TO OUR DONORS WHO
SUPPORTED US THROUGHOUT THE PANDEMIC
(2021 FUNDING THEIR FUTURE CAMPAIGN DONORS)
Archipelago
Beazley
Beckage
Bolt
CNA
Everest Reinsurance Group
Foundation Risk Partners
Harvest Partners
H.W. Kaufman Group
Hylant
Lloyd's America, Inc.
Markel
Sompo International
Zywave
CONTRIBUTIONS
Alliant Insurance Services Inc
AmRisc
Ascot Group
Assured Partners, Inc.
CAC Specialty
Captive Insurance Group of NJ
Chubb Charitable Foundation
Clearbrook Global Advisors, LLC
Coalition, Inc.
Cotton Companies, Inc.
Cross Insurance Agency
Crum & Forster
Doxa Insurance
Erie Insurance
Glatfelter Insurance Group
James River Insurance
Katie School Of Insurance/ Illinois
State University
Lydecker Diaz, LLC
M&T Insurance Agency, Inc.
New Paradigm Underwriters
Penfield Search Partners
Pennsylvania Lumbermens Mutual
Insurance Co.
Prodigy Search
Protective Insurance
RIMS Atlanta
THANK YOU TO OUR DONORS WHO
SUPPORTED US THROUGHOUT THE PANDEMIC
(2021 FUNDING THEIR FUTURE CAMPAIGN DONORS)
RIMS Connecticut Valley
RIMS Northeast Ohio
RIMS Potomac
RIMS San Diego
RIMS Utah
RIMS Washington
Starkweather & Shepley Insurance
Brokerage Inc.
Starr Insurance Holdings, Inc.
Taffae Family Foundation
Tigerrisk Partners
Transatlantic Reinsurance Holdings
Turner Surety & Insurance Brokerage
Vikco Insurance Services
INDIVIDUAL
CONTRIBUTIONS
David Adler
Christopher Alviggi
Debbie Babcock
Lori Badenhop
David Batten
Raymond Beegle
Madison Bemis
Jill Bisco
Teresa Black
Jim Blinn
Brooke Blower
Jackie Bolig
Stephanie Boone
John Boulukos
Butler Bourgeois
Anne Bowen
Jeffrey Bray
Andrea Buhl
Brion Callori
James Carson
Robert Cartwright
Eveann Cassis
Rebecca Cavanaugh
Alicia Cherniak
Jeffrey Cohen
Gabriel Cossio
THANK YOU TO OUR DONORS WHO
SUPPORTED US THROUGHOUT THE PANDEMIC
(2021 FUNDING THEIR FUTURE CAMPAIGN DONORS)
Suzanne Crager
Lynne and Van Davis
Mark Delillo
John Dempsey
Lou Drapeau
Andrea Dudek
Ellen Dunkin
John Durante
Robert Esenberg
Michael Farley
Jeffrey Fieldson
Thomas Fitzgerald
Vincent Flood
Susan Fortin
Carol Fox
Donna Galer
Wes Griffiths
P. Richard Hackenburg
John Hammond
Daniel Harbison
Greg Hendrick
Paget Holland
James Horan
Robert Hoyt
Robert Kirchmeier
Hristo Kozhuharov
Joe LaRocco
Barbara Luck
Deborah Luthi
Seraina Macia
Robert Makatura
Chelsea Marrocco
Marcia Mather
Garrett Mathieson
Timothy Meacham
Keri Mechling
Christine Merkle
Brandon Miller
Megan Miller
Christine Montelbano
Phil Moyles
Warren Mula
THANK YOU TO OUR DONORS WHO
SUPPORTED US THROUGHOUT THE PANDEMIC
(2021 FUNDING THEIR FUTURE CAMPAIGN DONORS)
Jennifer Murkison
Jim Newton
Leah Ohodnicki
Alexis Orlacchio
Kristen Peed
Joe Peiser
John Phelps
Lily Reinersman
Rick Roberts
Peter Russo
Michael Smith
Carolyn Snow
Ronald Stasch
Robert Stein
Michael Tannenbaum
Lou Tassan
Jonathan Terrell
Bob Thomas
Ellen Thrower
Yelena Urcia
Craig Van der Voort
Nicolas Vilov
Ellen Vinck
Stephen Wilder
Storm Wilkins
Rebecca Wray
Anne Zug
THANK YOU TO OUR TOP LIFETIME DONORS
AIG Marsh
Allied World RIMS Atlanta Chapter
Aon RIMS Dallas / Fort Worth Chapter
Arch Insurance Group RIMS New Jersey Chapter
AXA XL RIMS New York Chapter
Chubb RIMS, the risk management society
FM Global Sedgwick
Gallagher Travelers
Liberty Mutual Insurance WTW
Lockton Companies Zurich
THANK YOU TO OUR MULTI-YEAR PLEDGE DONORS
Arch Insurance Group Lockton Companies
Argo Group
New York City Association of
Insurance Women (NYCAIW)
FM Global Travelers
THANK YOU TO OUR DONORS WHO HAVE
CREATED NAMED SCHOLARSHIPS AND GRANTS
AF Group Gabe Cossio RIMS Atlanta Chapter
Allied World FM Global RIMS Chicago Chapter
Aon Gallagher RIMS Dallas / Fort Worth Chapter
Arch Insurance Group Hylant RIMS Golden Gate Chapter
Archipelago
Latin American Association of
Insurance Agencies (LAAIA)
RIMS New Jersey Chapter
Argo Group Liberty Mutual Insurance RIMS New York Chapter
AXA XL Elizabeth Lisle RIMS, the risk management society
Brown & Brown Lockton Companies Sedgwick
Business Insurance
New York City Association of
Insurance Women (NYCAIW)
Travelers
Chubb Octillo Law Zurich

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Spencer Risk Management Gala Program Agenda

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  • 2. PROGRAM AGENDA WELCOME Robin Roeder SVP Risk Management, Sedgwick & Spencer Board Chairperson REMARKS Megan Miller Spencer Executive Director SPENCER SCHOLAR SPEAKERS Anne Bowen Indiana State University Jamal Evans Temple University REMARKS Bob Thomas Regional Executive, Northeast Global Risk Solutions, Liberty Mutual Insurance HONOREE AWARD PRESENTATION Neeti Bhalla Johnson President, Global Risk Solutions, Liberty Mutual Insurance DINNER CLOSING REMARKS Duncan Ellis Head of Retail Property - North America, AIG & Spencer Board Member / Events Committee Chairperson DESSERT RECEPTION
  • 3. Neeti Bhalla Johnson President, Global Risk Solutions Liberty Mutual Insurance CONGRATULATIONS TO OUR HONOREE
  • 4. THANK YOU TO OUR GALA CO-CHAIRS Vlad Barbalat President & Chief Investment Officer Liberty Mutual Insurance Stephen Deane Chief Claims Officer Global Risk Solutions Liberty Mutual Insurance Alison Erbig Chief Financial Officer Global Risk Solutions Liberty Mutual Insurance Damon Hart Chief Legal Officer Liberty Mutual Insurance Marc Orloff President, Field Operations Global Risk Solutions Liberty Mutual Insurance John Heveran Chief Information Officer Global Risk Solutions Liberty Mutual Insurance Bob Thomas Regional Executive, Northeast Global Risk Solutions Liberty Mutual Insurance
  • 5. THANK YOU TO OUR GALA CHAIR & COMMITTEE Duncan Ellis Head of Retail Property - North America AIG Teresa Black Executive Vice President · Chubb NA Bob Thomas Regional Executive, Northeast Global Risk Solutions Liberty Mutual Insurance Marya Propis EVP, Retail Distribution RT Specialty Linton B. Puckett VP, Market Relations Leader Gallagher Global Brokerage U.S. GALA CHAIR GALA COMMITTEE
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  • 11. BOARD OFFICERS CHAIRPERSON Robin Roeder Sedgwick PRESIDENT Teresa Black Chubb VICE PRESIDENT Johnell Holly FM Global TREASURER Peter A. Heard Travelers SECRETARY Jeff Cohen Zywave
  • 12. BOARD OF DIRECTORS Stephen Acunto, Jr. Business Insurance Kristen M. Bessette QBE Joseph Cellura Allied World Dr. Cassandra Cole Florida State University Ron Davis Zurich Andrea M. Dudek Accenture Duncan Ellis AIG Christopher J. Lang Marsh Julie Gibson Lockton Companies Joseph V. LaRocco, Jr. WTW Dr. Weili Lu California State University – Fullerton Marya Propis RT Specialty B. Puckett Gallagher Michele J. Sansone AXA XL Jennifer Santiago Wakefern Matthew Schneider Aon Lori Seidenberg BlackRock, Inc. Ben Sloop Amwins Sue Srinivasan Arch Insurance Group Bob Thomas Liberty Mutual Insurance
  • 13. THANK YOU TO OUR GALA DONORS VISIONARY Liberty Mutual Insurance RT Specialty / Ryan Specialty Group PARTNER AIG Allied World Amwins Aon Aquiline Capital Partners AXA XL Chubb CRC Group Deloitte Gallagher Goldman Sachs Jencap Lockton Companies Marsh McGill and Partners Munich Re Nelson Mullins Riley & Scarborough LLP PwC QBE RIMS, the risk management society Sedgwick SimCorp Sompo International Stone Point Capital Travelers WTW Zurich SUPPORTER Acrisure AmRisc Aspen Group Berkshire Hathaway Specialty Insurance Burns & Wilcox CNA Cognizant Enlyte EPAM EXL Gen Re Lewis Brisbois McGriff NFP
  • 14. THANK YOU TO OUR GALA DONORS Swiss Re FRIEND Accenture Amazon Web Services Ascot Group AssuredPartners Beazley BlackRock Bolt Brown & Brown CAC Specialty Choate, Hall & Stewart Corporate Risk Solutions Cotton Global Disaster Solutions Cross Insurance EY Foundation Risk Partners Greg Hendrick, CEO of Vantage ISG Markel S&P Global Mobility Starr Insurance Companies The Beckage Firm Trans Re Zywave GOLD PAGE JOURNAL Alston & Bird Lloyd's America Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. SILVER PAGE JOURNAL Alera Group Duck Creek Technologies Kinsale Capital Group Robins Kaplan LLP CONTRIBUTORS Brion Callori Theodore Dann Glatfelter Insurance Group M&T Insurance Agency, Inc. Macrobond Financial R. Dan Peed Starkweather & Shepley Insurance Brokerage Inc.
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  • 52. THANK YOU TO OUR DONORS WHO SUPPORTED US THROUGHOUT THE PANDEMIC (2021 FUNDING THEIR FUTURE CAMPAIGN DONORS) MULTI-YEAR COMMITMENTS FM Global Lockton Companies Travelers BENEFACTOR LEVEL AIG EPIC Brokers & Consultants PATRON LEVEL Allied World Aon Argo Group AXA XL Chubb Jencap Liberty Mutual Insurance Marsh R. Dan Peed R.I.S.E. Opportunity Foundation RT Specialty Sedgwick WTW ADVOCATE LEVEL Berkshire Hathaway Specialty Insurance CRC Group Peter Garvey Gallagher Munich Reinsurance America Inc. NFP QBE Swiss Re Americas Zurich FRIEND LEVEL Acrisure Alera Group Amwins Arch Insurance Group Aspen Insurance
  • 53. THANK YOU TO OUR DONORS WHO SUPPORTED US THROUGHOUT THE PANDEMIC (2021 FUNDING THEIR FUTURE CAMPAIGN DONORS) Archipelago Beazley Beckage Bolt CNA Everest Reinsurance Group Foundation Risk Partners Harvest Partners H.W. Kaufman Group Hylant Lloyd's America, Inc. Markel Sompo International Zywave CONTRIBUTIONS Alliant Insurance Services Inc AmRisc Ascot Group Assured Partners, Inc. CAC Specialty Captive Insurance Group of NJ Chubb Charitable Foundation Clearbrook Global Advisors, LLC Coalition, Inc. Cotton Companies, Inc. Cross Insurance Agency Crum & Forster Doxa Insurance Erie Insurance Glatfelter Insurance Group James River Insurance Katie School Of Insurance/ Illinois State University Lydecker Diaz, LLC M&T Insurance Agency, Inc. New Paradigm Underwriters Penfield Search Partners Pennsylvania Lumbermens Mutual Insurance Co. Prodigy Search Protective Insurance RIMS Atlanta
  • 54. THANK YOU TO OUR DONORS WHO SUPPORTED US THROUGHOUT THE PANDEMIC (2021 FUNDING THEIR FUTURE CAMPAIGN DONORS) RIMS Connecticut Valley RIMS Northeast Ohio RIMS Potomac RIMS San Diego RIMS Utah RIMS Washington Starkweather & Shepley Insurance Brokerage Inc. Starr Insurance Holdings, Inc. Taffae Family Foundation Tigerrisk Partners Transatlantic Reinsurance Holdings Turner Surety & Insurance Brokerage Vikco Insurance Services INDIVIDUAL CONTRIBUTIONS David Adler Christopher Alviggi Debbie Babcock Lori Badenhop David Batten Raymond Beegle Madison Bemis Jill Bisco Teresa Black Jim Blinn Brooke Blower Jackie Bolig Stephanie Boone John Boulukos Butler Bourgeois Anne Bowen Jeffrey Bray Andrea Buhl Brion Callori James Carson Robert Cartwright Eveann Cassis Rebecca Cavanaugh Alicia Cherniak Jeffrey Cohen Gabriel Cossio
  • 55. THANK YOU TO OUR DONORS WHO SUPPORTED US THROUGHOUT THE PANDEMIC (2021 FUNDING THEIR FUTURE CAMPAIGN DONORS) Suzanne Crager Lynne and Van Davis Mark Delillo John Dempsey Lou Drapeau Andrea Dudek Ellen Dunkin John Durante Robert Esenberg Michael Farley Jeffrey Fieldson Thomas Fitzgerald Vincent Flood Susan Fortin Carol Fox Donna Galer Wes Griffiths P. Richard Hackenburg John Hammond Daniel Harbison Greg Hendrick Paget Holland James Horan Robert Hoyt Robert Kirchmeier Hristo Kozhuharov Joe LaRocco Barbara Luck Deborah Luthi Seraina Macia Robert Makatura Chelsea Marrocco Marcia Mather Garrett Mathieson Timothy Meacham Keri Mechling Christine Merkle Brandon Miller Megan Miller Christine Montelbano Phil Moyles Warren Mula
  • 56. THANK YOU TO OUR DONORS WHO SUPPORTED US THROUGHOUT THE PANDEMIC (2021 FUNDING THEIR FUTURE CAMPAIGN DONORS) Jennifer Murkison Jim Newton Leah Ohodnicki Alexis Orlacchio Kristen Peed Joe Peiser John Phelps Lily Reinersman Rick Roberts Peter Russo Michael Smith Carolyn Snow Ronald Stasch Robert Stein Michael Tannenbaum Lou Tassan Jonathan Terrell Bob Thomas Ellen Thrower Yelena Urcia Craig Van der Voort Nicolas Vilov Ellen Vinck Stephen Wilder Storm Wilkins Rebecca Wray Anne Zug
  • 57. THANK YOU TO OUR TOP LIFETIME DONORS AIG Marsh Allied World RIMS Atlanta Chapter Aon RIMS Dallas / Fort Worth Chapter Arch Insurance Group RIMS New Jersey Chapter AXA XL RIMS New York Chapter Chubb RIMS, the risk management society FM Global Sedgwick Gallagher Travelers Liberty Mutual Insurance WTW Lockton Companies Zurich
  • 58. THANK YOU TO OUR MULTI-YEAR PLEDGE DONORS Arch Insurance Group Lockton Companies Argo Group New York City Association of Insurance Women (NYCAIW) FM Global Travelers
  • 59. THANK YOU TO OUR DONORS WHO HAVE CREATED NAMED SCHOLARSHIPS AND GRANTS AF Group Gabe Cossio RIMS Atlanta Chapter Allied World FM Global RIMS Chicago Chapter Aon Gallagher RIMS Dallas / Fort Worth Chapter Arch Insurance Group Hylant RIMS Golden Gate Chapter Archipelago Latin American Association of Insurance Agencies (LAAIA) RIMS New Jersey Chapter Argo Group Liberty Mutual Insurance RIMS New York Chapter AXA XL Elizabeth Lisle RIMS, the risk management society Brown & Brown Lockton Companies Sedgwick Business Insurance New York City Association of Insurance Women (NYCAIW) Travelers Chubb Octillo Law Zurich