Speakers

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Ethan Allen, JD
Director – Business Development,
GPW and Associates, Inc.

Following his graduation from Rutgers in April 2004, Ethan Allen entered the private practice of law at Gallagher & Kennedy, P.A., in Phoenix, AZ. In July of 2012, Ethan joined Artex Risk Solutions, Inc., first as a Regional Director, then as a VP – Business Development, North America. In February 2020, Ethan joined GPW and Associates, Inc. as Director – Business Development. His focus since leaving the practice of law has been to develop business strategies and solutions for potential clients in the captive insurance industry.

 

Aimee Andersen
Assistant Vice President - Management Operations,
GPW and Associates, Inc.

Aimee Andersen began her career in 1993 as an Actuarial Analyst with Watson Wyatt in Phoenix, Arizona. When the principles of GPW and Associates purchased the Risk and Insurance Services Practice of Watson Wyatt, Aimee joined them as a Senior Analyst. For over 23 years, she has advanced her career in GPWA and is currently Assistant Vice President – Management Operations. Aimee holds a Bachelor of Science degree in actuarial mathematics from Northern Arizona University and a Masters of Business Administration from Arizona State University. She also achieved the Association in Captive Insurance (ACI) designation from the International Center for Captive Insurance Education (ICCIE) in 2014. Fields of expertise include statutory and GAAP accounting, regulatory filings, taxation and tax planning for insurance companies, credit life and disability insurance, alternative Property & Casualty insurance risks and Health insurance accounting.

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Joshua Aylesworth, CFP, CEPA
First Vice President - Investments,
Raymond James & Associates

Josh Aylesworth specializes in wealth management, investment planning and financial planning for corporate executives, members of the automotive industry and multigenerational families. He has more than 23 years of experience in the financial services industry and is a Certified Financial Planner™ professional and a Certified Exit Planning Advisor. Josh began his career in 1998 as a financial advisor at Merrill Lynch. In 2008, he moved to Wachovia Securities (now Wells Fargo Advisors) where he first began working with Robert Burghart in the reinsurance company investment management and consulting arena. In 2015, Josh co-founded Cornerstone Financial Consulting of Raymond James. Josh earned a bachelor's degree in economics from Arizona State University and lives in Scottsdale, AZ. He is a board member with the Mission2Alpha foundation and supports the Marine Raider Foundation, organizations that help injured and fallen military members and their families.

 
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Mark Baran, CPA, JD
Director - Tax Research,
GPW and Associates, Inc.

Mark Baran began his career in public accounting by providing tax and accounting services to small businesses and medical practices in Northeast Ohio. His career continued at the accounting firm Coopers & Lybrand, which merged into PricewaterhouseCoopers, where Mark was promoted to Tax Manager and accepted to law school. After law school, Mark practiced civil trial law in state and federal courts throughout Ohio and Pennsylvania. As an Arizona native, he returned and subsequently joined GPW and Associates, Inc. in 2019 to provide tax and business consulting services. Fields of specialization include business consulting, State and Local Tax Audit representation, Internal Revenue Service audit representation, negotiations, controlled groups, trust ownership, Controlled Foreign Corporations (CFC), Non-Controlled Foreign Corporations (NCFC), Subchapter L insurance company taxation, and financial statement preparation.

 
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Allan R. Barnes
Tribal Domicile Commissioner,
Delaware Tribe of Indians

Allan R. Barnes is the Tribal Domicile Commissioner for the Delaware Tribe of Indians. Acting in a regulatory capacity, he and the staff of Tribal Support Services provide the F&I Industry with a streamlined and efficient approach for the formation of Allied Reinsurance Companies (ARCs) that is competitive throughout the United States and offshore. Prior to his appointment as Commissioner, Allan served the Tribe in an administrative/coordinator capacity for several departments since 2013, ultimately overseeing daily operations as Tribal Operations Manager. Before, becoming a Tribal employee, he was an Independent Property & Casualty Insurance Agent for 22 years. He attended and received his initial insurance accreditation from the Commercial Union Assurance Companies in Boston, MA. Allan is a Delaware Tribe of Indians tribal member. 

 

Mark Barnes
Senior Vice President of Revenue & Sales,
Portfolio

Mark Barnes has more than 40 years of automotive industry experience, including roles in all areas of dealership sales, F&I and management. He also served as national reinsurance manager for a leading warranty company before joining the executive team that launched Portfolio in 1989. As senior vice president, Mark applies his dealership, operations and reinsurance expertise to continuously support all efforts to maintain Portfolio’s position as the nation’s leading reinsurance provider.

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Rae Brown, CPA
Consultant - Management Services,
GPW and Associates, Inc.

Rae Brown joined GPWA in 2017, is a CPA and has achieved the Associate in Captive Insurance (ACI) designation from the International Center for Captive Insurance Education (ICCIE). Her fields of expertise include captive insurance design, implementation and management, 831(b) captives, insurance company taxation and statement preparation. Rae is the former President of the Arizona Captive Insurance Association.

 
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Matt Campbell, CPA
Managing Consultant - Management Services,
GPW and Associates, Inc.

Matt Campbell joined GPW and Associates, Inc. (GPWA) in December 2013 to apply his accounting and management skills in the captive insurance industry. He began his career with PricewaterhouseCoopers in the audit practice specializing in mid-size companies in various industries.

During his business career, Matt has held management positions with two Fortune 100 companies and was an assistant to the CFO of a professional sports franchise.

As a Manager with GPWA, Matt works with clients in forming captives and provides ongoing accounting, management, and tax support to clients.

 
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Adrian Corr
Partner,
Miller Simons O'Sullivan

After obtaining his legal education in London, Adrian was admitted as a solicitor where he practiced at a well-known city firm, until he moved to the Turks and Caicos Islands in 1993 to work for Miller Simons O’Sullivan. In 1999, he became a partner of that firm, and now heads up the firm’s corporate department. He is also a director of its associated licensed trust company/corporate service provider, M&S Trust Company Limited. His practice includes all aspects of corporate and commercial law of which a significant amount involves his international captive insurance practice, with specific expertise in respect of all corporate and regulatory matters involving PORC’s.

 
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Keith Decell
President,
Louisiana Dealer Services Insurance, Inc. and Versant Holdings, Inc.

Keith Decell serves as the President of Louisiana Dealer Services Insurance, Inc. (The LDS Group) and its subsidiaries. He is also President of Versant Holdings, Inc. (The Versant Group) and its subsidiary companies. The LDS Group consists of six companies including Loss Deficiency Surety Insurance Company, Inc. (a Gap Insurance company formed in 1996). The Versant Group includes four companies including its own F&I Administration company and its wholly-owned Casualty Insurance company.

 
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Bryan Dobson
Consultant - Management Services,
GPW and Associates, Inc.

In January 2017 Bryan Dobson joined GPW and Associates, Inc. (GPWA) as a Consultant, Management Services. His professional career of 20 years in the insurance industry includes captive management, underwriting, business development and product development. Prior to joining GPWA his most recent position was the management role of Controlled/Non-Controlled Foreign Corporation (CFC/NCFC) reinsurance programs.

 
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Jeremy Elsberry, CPA
Managing Consultant - Management Services,
GPW and Associates, Inc

Jeremy Elsberry began his careers in public accounting focused on personal and corporate taxation. In 2012 he joined GPW & Associates, Inc. (GWPA), bringing with him years of management experience.
With over 8 years of experience with produced affiliated reinsurance companies and captive insurance, his fields of expertise include insurance company accounting, captive insurance management, regulatory filings, and taxation and tax planning for insurance companies.

 
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Kristen Gruber
President,
iA American Warranty Group

Kristen is a highly respected F&I leader with three decades of industry experience, most of which have been spent in the Dealer Services niche. Her background spans many sides of the Dealer Services distribution channel, from insurance company to administrator to broker. Kristen joined iA American in 2014 as President of Dealers Assurance Company (DAC). Under her leadership, DAC achieved its first “A” rating from AM Best in 2020, after 34 years with an “A-” rating. In January 2020, Kristen was named President of iA American Warranty Group. The company she proudly leads includes DAC, as well as the combined business of two formerly separate F&I product providers and administrators.

 
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Ryan Hartman, FCAS, MAAA
Senior Consulting Actuary,
GPW and Associates, Inc.

Ryan Hartman began his career in 2002 with GPW and Associates, Inc. (GPWA) where he has provided actuarial services to insurance companies, risk retention groups, captives, and administrators/ obligors specializing in extended vehicle service contracts, guaranteed asset protection (GAP), and other ancillary products in the Finance and Insurance (F&I) industry. Ryan’s experience includes: reserving and pricing analysis, earnings curve development, Statements of Actuarial Opinion for statutory insurance companies, proforma modeling, profitability and credit risk analysis under various F&I producer participation structures (CFC, NCFC, dealer obligor, dealer owned warranty company, retro profit sharing), and actuarial support for financial audits, regulatory exams, and acquisition due diligence. Ryan holds a Bachelor of Science degree in mathematics from Arizona State University, is a Fellow of the Casualty Actuarial Society (CAS), and a Member of the American Academy of Actuaries (AAA). He has also served on the CAS Committee on Professionalism Education and the AAA Committee on Professional Responsibility.

 
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David Kaseff, CPA, JD, CGMA
Partner,
MarksNelson

As a CPA and attorney, David Kaseff brings both accounting and legal experience to the areas of taxation, producer-owned insurance, captive insurance and alternative risk financing. He has worked with Fortune 500 and large privately held companies. He has been engaged by clients such as Enterprise Rent-A-Car, Assurant, Berkshire Hathaway and American Century Investments to provide advice and services with regard to service contract and risk management issues. He also provides accounting, tax and audit services to both small and large automobile dealer groups.

David joined MarksNelson in 2002 after his tenure at PricewaterhouseCoopers, where he worked on the national captive insurance team and worked as an insurance specialist. As part of the national team, he assisted with the technical tax, business and implementation issues that arise during the establishment of a captive insurance company.

 
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Tom Keepers
President and CEO,
Consumer Credit Industry Association (CCIA)

Tom is responsible for the Consumer Credit Industry Association’s (CCIA) strategic plan, team talent, and overall success of the organization. CCIA is a national trade organization working to enhance consumer financial security by assuring a healthy market for consumer asset and credit protection products and services. CCIA’s federal and state advocacy and insight services span service contracts, motor clubs, GAP, debt protection, credit insurance and the collateral protection suite.

 
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Brandon Keim
Senior Partner,
Frazer Ryan Goldberg & Arnold LLP

A Certified Tax Law Specialist, CPA and senior partner in the firm, Brandon Keim offers a strong understanding of accounting and business concepts in tax matters. Brandon joined Frazer Ryan after serving as a senior trial attorney with the Internal Revenue Service. While at the IRS, Brandon served on the IRS trial team litigating Avrahami v. Commissioner, the first Section 831(b) captive insurance case before the U.S. Tax Court, and he received the Chief Counsel National Award for Superior Achievement in Outstanding Litigation for his efforts. Brandon oversaw and advised IRS attorneys and revenue agents auditing captive insurance transactions nationwide. In private practice, Brandon represents captive managers and captive owners in Section 831(b) captive insurance transactions and handles complex corporate, partnership, collection, and estate and gift tax matters; employment tax; property tax; international tax matters, including FBAR penalties; abusive transactions; fraud; and worker classification.

 
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John Kirke
President,
BevCap Management, LLC, Healthcare Division

John Kirke is President of BevCap Management’s healthcare division. John brings over 25 years of employee benefit consulting, specifically healthcare self-insurance and captive expertise, to its client base. An active member of the healthcare and insurance industry, John’s career experience ranges from sales at the largest healthcare insurance company to employee benefits brokerage leadership at one of the largest independent retail insurance brokers in the US. John’s industry advocacy includes several industry leadership positions at the Council of Insurance Agents and Brokers (CIAB) and is a proud member of the Health Rosetta advisory group.

 

Joseph Kirsits, FCAS, MAAA
President,
JK Actuarial Consulting 

Joseph Kirsits founded JK Actuarial Consulting in 2021, a firm that supports an insure-tech company as well as the insurance companies underwriting their auto loan default program. Joe has over 25 of experience including various positions in the property and casualty insurance industry. He began his career at VASA North Atlantic Insurance Company where responsibilities included reserving, competitive pricing analysis and annual statement preparation. In 1997, he joined CNA Insurance Company and worked in various pricing positions within standard commercial lines as well as taking on the western regional actuary role. Most recently, Joe was Senior Vice President leading the Casualty Practice of GPW and Associates, where he worked from 2004 through 2020. Joe holds a Bachelor of Science degree in mathematics from Indiana University, is a Fellow of the Casualty Actuarial Society (CAS), and a Member of the American Academy of Actuaries (AAA).

 
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Guy Koenig
President,
GSFSGroup, Inc.

Guy Koenig serves as President of GSFSGroup, Inc., an award-winning insurance company and administrator of a comprehensive portfolio of F&I products and profit participation structures in the automotive industry. The consortium of companies, located in Houston, Texas, and part of the Friedkin Group, has been in business for over 40 yearsDuring his career, Guy has served in a variety of executive roles most recently as President of CareGard Warranty Services, Inc. Prior to that, Mr. Koenig served as Chief Strategic Officer for AMT Warranty Corporation, a subsidiary of AmTrust Financial Services, and Director of Business Development & Operations for General Fidelity Insurance Company, a Bank of America subsidiary. Guy has over 20 years’ experience with insurance and extended warranties with expertise in executive leadership, business development, account management, compliance, reinsurance, and operations. He has a B.S.B.A. in Corporate Finance and a Juris Doctorate from Drake University.

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Amanda Lubking, FCAS, MAAA
Vice President and Director - Actuarial Practice,
GPW and Associates, Inc.

Amanda Lubking joined GPW and Associates, Inc. (GPWA) in 2016 and has over 18 years of actuarial experience in the property and casualty insurance industry. In 2020 Amanda was promoted to Vice President at GPWA, and she oversees all areas of the Actuarial Practice. Amanda is a Fellow of the Casualty Actuarial Society, holds a Master of Applied Statistics degree from Pennsylvania State University and a Bachelor of Science degree in mathematics from the University of Puget Sound. Fields of expertise include: Finance and Insurance (F&I) products including vehicle service contracts, guaranteed asset protection, tire and wheel and other ancillary programs, generalized linear models, commercial general liability, commercial auto, medical and non-medical professional lines and workers’ compensation.

 
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Timothy Meenan
Managing Shareholder,
Meenan, P.A.

While Deputy Treasurer for the State of Florida, Tim Meenan oversaw Florida’s four billion dollar State Treasury as well as three other divisions of the Florida Department of Insurance, including the Division of Risk Management. He also served for three years as the Executive Assistant to the Florida Insurance Commissioner, where he helped formulate and implement legislative and regulatory proposals for the Department. Tim received his Bachelor of Arts degree from Florida State University and received his Juris Doctor from Florida State University College of Law.

Tim’s practice focuses on regulatory law before numerous state agencies, with an emphasis on insurance company regulation. He has assisted specialty insurers and other regulated entities with obtaining licensure.

Tim serves as the General Counsel for the Service Contract Industry Council, the Guaranteed Asset Protection Alliance, and the Motor Vehicle Protection Products Association, and has overseen the industry’s state by state legislative program passing hundreds of laws clarifying and solidifying the regulation of service contracts, GAP and other ancillary products.

 
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Terri Merriam
Principal,
Cobb & Merriam

Terri Merriam has 30 years experience in federal tax planning and controversy. Prior to entering private practice, she was a Trial Attorney at the Office of Chief Counsel of the Internal Revenue Service for approximately 10 years. While at Chief Counsel, Terri developed a specialty in small insurance/reinsurance companies advising IRS agents across the nation. Her experience began when she investigated and the won Wright v. Commissioner, T.C. Memo. 1993-328, aff'd 73 F.3d 372 (9th Cir. 1995), which concerned a small producer affiliated reinsurance company and provided much needed guidance concerning acceptable practices in the reinsurance industry. She also tried and won Hinshaw's Inc. v. Commissioner, T.C. Memo. 1994-327 (timing issues related to vehicle service contract income) and Stevedoring Services of America v. Commissioner, T.C. Memo 1997-160 (entitlement of I.R.C. § 162 deductions for amounts paid to the related captive company). Terri left the Office of Chief Counsel in 1997 and has continued to advise clients regarding international and insurance tax issues, focusing on issues concerning captive insurance and producer affiliated insurance companies.

 
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Gregory Petrowski, CPA, ACI
Senior Vice President,
GPW and Associates, Inc

Gregory Petrowski is Senior Vice President/Secretary/Treasurer of GPW and Associates, Inc. (GPWA), an actuarial and consulting firm founded in 1998. He has over 30 years of technical and practical experience in the PORC and captive industries and lists as his clients a significant number of major insurance companies, national banks and automobile dealers/dealer groups. He has achieved the Associate in Captive Insurance designation from the International Center for Captive Insurance Education (ICCIE).

Fields of expertise include regulatory filings, accounting, taxation and tax planning for insurance companies, reinsurance treaty review and negotiation, profitability analysis of blocks of business, financial projections for both statutory and GAAP accounting and non-insurance accounting and tax matters.

 
 
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Andy Seger
Chief Legal Officer,
Portfolio

Andy Seger is the Chief Legal Officer at Portfolio (including its subsidiary NAE/NWAN), a leading F&I product provider, administrator, and reinsurance provider. Andy leads the legal, compliance, and M&A functions for the company. Additionally, he focuses on issues related to insurance and reinsurance for the company’s agency and dealership clients. Before entering the F&I industry in 2013 as General Counsel to NAE/NWAN, Andy spent two years at a medical device manufacturer and two years at a law firm advising insurance companies on coverage and litigation matters. Andy holds a Bachelor of Science degree in business from Wright State University and a Juris Doctor from the University of Toledo College of Law where he graduated Magna Cum Laude. He is licensed to practice law in Ohio and Florida.

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Phyllis Simon
Attorney,
Weill & Mazer

Phyllis Simon has over 25 years of experience in counseling businesses and individuals regarding business transactions and tax. She began her career as a tax specialist in a large certified public accounting firm and later worked for over 13 years as in-house tax counsel for a Fortune 500 telecommunications company. While working in a boutique tax controversy law firm she represented small and medium sized businesses and individuals.

As a tax controversy attorney, Phyllis resolved clients’ tax issues with the Internal Revenue Service (IRS), the California Franchise Tax Board, the California State Board of Equalization (SBE), and local tax authorities.

Phyllis uses her extensive tax knowledge in her commercial business practice. In addition to assisting clients with business formations, contract drafting and negotiation, dispute resolution, and representation before regulatory agencies, she helps auto F&I administrators with planning, tax audits and resolution of Section 953(d) election issues.

 
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Brian Trymbiski
Vice President - Investments, 
Wells Fargo Advisors

At Wells Fargo Advisors, Brian Trymbiski manages customized fixed income and equity portfolios for Foundations, Pensions, Insurance, Reinsurance and high net worth clients. He actively manages taxable and tax-efficient fixed-income portfolios tailored to each client’s needs. His fixed income portfolios seek to provide liquidity and risk-adjusted returns with consistent income. Each portfolio has a focus on diversification, maturity while providing detailed individual credit analysis; he focuses on creating value by his comprehensive yield curve analysis. Brian also helps oversee the equity portfolio where his role is centered on security selection. Brian is a member of the Fixed Income Analyst Society Inc and the Bond Club of Philadelphia. He regularly writes for local and national publications on the economy and capital markets.

 
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Jim Wehner
Senior Vice President Institutional Investments,
BOK Financial

Jim Wehner has been with BOK Financial (BOKF) since 2003. BOKF is a $47 billion financial services holding company with $92 billion in assets under management and administration. BOKF has seven bank subsidiaries and a full- service investment brokerage business in 10 states. His primary responsibilities have been focused on fixed income portfolio management and trading. Jim’s experience with insurance companies includes but is not limited to traditional P&C companies and alternative insurance solutions: captives, risk retention groups and pools. Jim oversees the investment solutions for BOKF’s reinsurance program, which consists of $1.5B in total assets across 1,500 client accounts. Jim also works with corporations, foundations, and the primary and regional dealer community. He currently holds the Series 7, 63 & 65 FINRA designations.

 
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Andrew Weill
Principal,
Weill & Mazer

Andrew Weill is a principal in the San Francisco Bay Area law firm Weill & Mazer, which focuses on complex commercial, estate and tax litigation. He is a Certified Tax Law Specialist and a leading authority on planning, litigation and tax/regulatory controversies involving F&I structures. His clients include car dealers and dealerships, domestic and foreign companies, and individuals and entities involved in aftermarket financial products.

 
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Ryan Work
Vice President, Government Relations,
Self-Insurance Institute of America, Inc.

Ryan currently serves as the vice president of government relations for the Self- Insurance Institute of America (SIIA) where he leads advocacy and political activities before Congress, the Administration and various federal regulatory agencies on issues related to captive and self-insurance. Prior to joining SIIA, Ryan was Senior Director of Government Affairs for S&P Global and served in a number of senior staff positions within the U.S. Congress, including the Committee on Ways and Means and the Office of the Speaker of the House.