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<strong>NAPSLO</strong><br />
Mid-Year Leadership Forum<br />
February 29-March 3, 2012<br />
Fairmont Scottsdale Princess
Table of Contents<br />
President’s Welcome .....................................2-3<br />
General Informa on ......................................4-5<br />
<strong>NAPSLO</strong> Offi cers ............................................... 6<br />
<strong>NAPSLO</strong> Direc<strong>to</strong>rs ............................................. 7<br />
Agenda ..........................................................8-9<br />
Hotel Map ..................................................10-11<br />
Speakers & Panelists ..................................12-13<br />
Registra on List .........................................14-38<br />
Wholesale Brokers ...............................14-23<br />
Companies ..........................................24-30<br />
Underwri ng Managers ......................30-32<br />
Associates ............................................32-37<br />
Guests ....................................................... 38<br />
Press ......................................................... 38<br />
Supplemental List ......................................39-40<br />
Notes .............................................................. 41<br />
1<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
2<br />
Welcome!<br />
Welcome <strong>to</strong> Sco sdale and <strong>NAPSLO</strong>’s 26th annual<br />
Mid-Year Conven on! This year’s Leadership Forum<br />
con nues our tradi on of a focus on leadership issues<br />
and networking with o<strong>the</strong>r a endees.<br />
The mee ng will begin with <strong>the</strong> Opening Recep on<br />
on Wednesday night and programs will take place<br />
on Friday morning. The remaining me has been set<br />
aside for you <strong>to</strong> network and conduct your business<br />
through mee ngs, meals, or o<strong>the</strong>r events.<br />
Friday morning’s leadership program, Leading Flawless<br />
Execu on from <strong>the</strong> Top, will feature A erburner,<br />
a cu ng-edge management training team composed<br />
of a select group of <strong>to</strong>p military fi ghter pilots. A erburner’s<br />
mission is <strong>to</strong> use combat-proven fi ghter pilot<br />
skills <strong>to</strong> achieve vic<strong>to</strong>ry in <strong>to</strong>day’s business world.<br />
A endees will learn <strong>the</strong> Flawless Execu on Model,<br />
which is a roadmap for leading teams <strong>to</strong> get aligned<br />
and execute mission cri cal business objec ves. The<br />
Flawless Execu on program is more than an average<br />
keynote speech. It is an interac ve lesson about a<br />
project execu on plan that will energize all a endees,<br />
and you won’t want <strong>to</strong> miss it.<br />
The legisla ve program will feature an update on <strong>the</strong><br />
implementa on of <strong>the</strong> Nonadmi ed and Reinsurance<br />
Reform Act (NRRA), which went in<strong>to</strong> eff ect last July,<br />
by <strong>NAPSLO</strong> Legisla ve Co-Chairs David Leonard and<br />
James Drinkwater. <strong>NAPSLO</strong> has been closely involved<br />
with <strong>the</strong> state by state implementa on of <strong>the</strong> NRRA,<br />
and you will hear <strong>the</strong> latest on this eff ort.
Op onal events scheduled<br />
at <strong>the</strong> Mid-Year include a<br />
Sunrise Energy Walking Tour<br />
on Thursday morning, and<br />
<strong>the</strong> annual Derek Hughes/<br />
<strong>NAPSLO</strong> Educa onal Founda<br />
on Golf Tournament on<br />
Friday a ernoon.<br />
The Mid-Year Leadership<br />
Forum is designed <strong>to</strong> be educa<br />
onal and informa ve. Accordingly, we respec ully<br />
request that you not schedule appointments during<br />
<strong>the</strong> programs out of respect for our speakers and so<br />
all a endees may benefi t from <strong>the</strong> sessions.<br />
Many thanks go <strong>to</strong> our Mid-Year Commi ee Chair Kevin<br />
Westrope, <strong>the</strong> Mid-Year Commi ee, and <strong>the</strong> <strong>NAPSLO</strong><br />
staff for delivering a terrifi c agenda and venue. We<br />
hope you enjoy <strong>the</strong> mee ng in Sco sdale and look<br />
forward <strong>to</strong> seeing you <strong>here</strong>!<br />
Robert T. Sargent<br />
President<br />
3<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
4<br />
General Information<br />
Badge & Guest Policy<br />
Only individuals affi liated with and registered under a<br />
<strong>NAPSLO</strong> dues-paying member fi rm’s name, or specifi cally<br />
invited by <strong>NAPSLO</strong>, may a end <strong>NAPSLO</strong> mee ngs. No o<strong>the</strong>r<br />
guests or par al registra on is allowed. Badges must be worn<br />
at all <strong>NAPSLO</strong> func ons, including <strong>the</strong> Opening Recep on.<br />
Badges are not assignable and are intended for <strong>the</strong> exclusive<br />
use of <strong>the</strong> registrant whose name appears on <strong>the</strong> badge.<br />
Individuals wearing badges o<strong>the</strong>r than his or her 2012 Mid-<br />
Year Leadership Forum badge will be excluded from <strong>NAPSLO</strong><br />
func ons. Individuals viola ng this policy may jeopardize<br />
<strong>the</strong>ir fi rm’s membership in <strong>NAPSLO</strong>.<br />
Registra on materials and badges will be provided <strong>to</strong><br />
registrants only upon presenta on of a business card or<br />
iden fi ca on.<br />
Message Center<br />
Delegates can be reached by calling <strong>the</strong> Fairmont Sco sdale<br />
at 480-585-4848 during registra on hours and asking for<br />
<strong>the</strong> <strong>NAPSLO</strong> Registra on Desk.<br />
Registra on Desk Hours<br />
<strong>NAPSLO</strong>’s Registra on Desk will be open <strong>the</strong> following hours:<br />
Wednesday, Feb. 29 10:00 a.m. - 6:00 p.m.<br />
Thursday, March 1 7:30 a.m. - 5:00 p.m.<br />
Friday, March 2 7:30 a.m. - 1:00 p.m.
Recommended A re<br />
Casual resort a re best describes <strong>the</strong> cus<strong>to</strong>mary dress for <strong>the</strong><br />
area. Clothing for both men and women is sporty and lightweight.<br />
Evening a re calls for a more elegant look, including<br />
dresses or sophis cated pant suits for ladies and resort shirts<br />
and slacks for gentlemen. Most fi ne restaurants require a sport<br />
coat for men during evening dining.<br />
Opening Recep on - Dressy casual (sport coat).<br />
Panel Discussions - Casual a re.<br />
Golf Ou ng - Collared shirt. No jeans or T-shirts.<br />
<strong>Program</strong>s<br />
Friday, March 2 | 9:00 a.m. - 9:15 a.m.<br />
NRRA Update<br />
Panel: David Leonard, CPCU, ARM<br />
RSUI Group, Inc.<br />
James Drinkwater<br />
AmWINS Brokerage<br />
The legisla ve program, presented by <strong>NAPSLO</strong>’s Legisla ve<br />
Commi ee co-chairs, will review <strong>the</strong> current status of <strong>the</strong><br />
implementa on of <strong>the</strong> Nonadmi ed and Reinsurance Reform<br />
Act.<br />
Friday, March 2 | 9:15 a.m. - 11:00 a.m.<br />
Leading Flawless Execu on from <strong>the</strong> Top: A erburner<br />
The main presenta on at <strong>the</strong> Mid-Year mee ng will be Leading<br />
Flawless Execu on from <strong>the</strong> Top, from A erburner, a cu ngedge<br />
management training team composed of a select group<br />
of <strong>to</strong>p military fi ghter pilots.<br />
5<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
6<br />
<strong>NAPSLO</strong> Officers<br />
President<br />
ROBERT T. SARGENT, CPCU, RPLU, ARM<br />
Tennant Risk Services Insurance Agency<br />
West Har ord, CT<br />
Vice President<br />
MATTHEW D. NICHOLS, ASLI<br />
All Risks, Ltd.<br />
Hunt Valley, MD<br />
Secretary<br />
KEVIN WESTROPE<br />
Westrope<br />
Kansas City, MO<br />
Treasurer<br />
HANK HALDEMAN<br />
The Sullivan Group<br />
Los Angeles, CA<br />
Past President<br />
LETHA E. HEATON<br />
Admiral Insurance Company<br />
Cherry Hill, NJ
Wholesale Broker Direc<strong>to</strong>rs<br />
JOEL D. CAVANESS<br />
RPS Itasca - Itasca, IL<br />
GREGORY T. CROUSE<br />
Crouse & Associates Insurance Brokers, Inc. -<br />
San Francisco, CA<br />
JAMES C. DRINKWATER<br />
AmWINS Brokerage - New York, NY<br />
STEVEN R. GROSS<br />
Metro Insurance Services, Inc. - Springfi eld, NJ<br />
GILBERT C. HINE, JR., CPCU, CFP<br />
McClelland & Hine, Inc. - San An<strong>to</strong>nio, TX<br />
JACQUELINE M. SCHAENDORF, CPCU<br />
Insurance House, Inc. - Atlanta, GA<br />
Company Direc<strong>to</strong>rs<br />
DAVID E. LEONARD, CPCU, ARM<br />
RSUI Group, Inc. - Atlanta, GA<br />
CARLTON MANER<br />
AXIS Insurance - Alphare a, GA<br />
MICHAEL D. MILLER, CPCU, CLU, ARe<br />
Sco sdale Insurance Co. - Sco sdale, AZ<br />
F. MARSHALL TURNER<br />
Maxum Indemnity Co. - Alphare ea, GA<br />
7<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
8<br />
Mid-Year Agenda<br />
WEDNESDAY, FEBRUARY 29<br />
10:00 a.m. - 6:00 p.m.<br />
Registra on & Informa on Desk Open<br />
East Foyer – Conference Center<br />
10:00 a.m. - 5:00 p.m.<br />
Brokers’ Lounge Open<br />
East Foyer – Conference Center<br />
Noon - 1:00 p.m.<br />
Luncheon Buff et off ered in Brokers’ Lounge<br />
Salons A-E – Conference Center<br />
3:00 p.m. - 5:00 p.m.<br />
Happy Hour in Brokers’ Lounge<br />
Salons A-E – Conference Center<br />
6:00 p.m. - 8:00 p.m.<br />
Opening Recep on<br />
Hacienda Plaza (outdoor event)<br />
THURSDAY, MARCH 1<br />
7:30 a.m. - 9:30 a.m.<br />
Breakfast Buff et in Brokers’ Lounge<br />
Salons A-E – Conference Center<br />
7:30 a.m. - 5:00 p.m.<br />
Registra on & Informa on Desk Open<br />
East Foyer – Conference Center<br />
7:30 a.m. - 5:00 p.m.<br />
Brokers’ Lounge Open<br />
Salons A-E – Conference Center<br />
9:00 a.m. - 10:30 a.m.<br />
Spouse Walk and Con nental Breakfast<br />
Entrance <strong>to</strong> Willow Stream Spa
Noon - 1:00 p.m.<br />
Luncheon Buff et off ered in Brokers’ Lounge<br />
Salons A-E – Conference Center<br />
Evening on own for private par es and dinners<br />
FRIDAY, MARCH 2<br />
7:30 a.m. - 9:00 a.m.<br />
Breakfast Buff et in Brokers’ Lounge<br />
Salons A-E – Conference Center<br />
7:30 a.m. - 1:00 p.m.<br />
Registra on & Informa on Desk Open<br />
East Foyer – Conference Center<br />
7:30 a.m. - 5:00 p.m.<br />
Brokers’ Lounge Open<br />
Salons A-E – Conference Center<br />
9:00 a.m. - 9:15 a.m.<br />
Welcome & NRRA Update<br />
Presenters: David Leonard, CPCU, ARM<br />
RSUI Group, Inc.<br />
James Drinkwater<br />
AmWINS Brokerage<br />
Salons F-G – Conference Center<br />
9:15 a.m. - 11:00 a.m.<br />
Leading Flawless Execu on from <strong>the</strong> Top: A erburner<br />
Presenters: Jim Demarest<br />
Sco Hall<br />
A erburner<br />
Salons F-G – Conference Center<br />
12:30 p.m.<br />
Derek Hughes/<strong>NAPSLO</strong> Educa onal Founda on Golf<br />
Invita onal<br />
Grayhawk Golf Club (Talon Course)<br />
Shu le service will depart con nuously from <strong>the</strong> bus circle<br />
outside <strong>the</strong> Conference Center beginning at 11:00 a.m.<br />
6:00 p.m. - 7:00 p.m.<br />
Closing Recep on / Cocktail Hour<br />
Sonoran Room - located next <strong>to</strong> main pool<br />
Please join your fellow members for a cocktail hour<br />
prior <strong>to</strong> heading out <strong>to</strong> dinner this evening.<br />
9<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
10<br />
Sessions<br />
Hotel Maps<br />
Breakfast,<br />
Lunch &<br />
Brokers’ Lounge<br />
Salons A-E<br />
Registra on<br />
Conference Center
Hotel Maps<br />
Main Resort Overview<br />
Opening<br />
Recep on<br />
in Hacienda<br />
Plaza<br />
Shu le<br />
transportation<br />
departs <strong>here</strong> for<br />
golf<br />
Closing Recep on<br />
in Sonoran Room<br />
11<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
12<br />
<strong>Program</strong>s<br />
AFTERBURNER<br />
Jim Demarest<br />
Jim “Boots” Demarest is an F-15<br />
Instruc<strong>to</strong>r Pilot and Mission Commander<br />
recognized as a Dis nguished Graduate of<br />
<strong>the</strong> pres gious Air Force Fighter Weapon<br />
School “Top Gun” program. Boots, a Desert<br />
S<strong>to</strong>rm veteran, has extensive business<br />
experience. A er gradua on from Cornell<br />
Law School as <strong>the</strong> Managing Edi<strong>to</strong>r of <strong>the</strong> Cornell Law Review,<br />
Boots spent over 9 years as a Commercial Li ga on<br />
a orney in Florida. A self-proclaimed “recovering a orney”,<br />
Boots now owns and operates a mar al arts school<br />
while overseeing his real estate development projects in<br />
Southwest Florida.<br />
Boots joined A erburner in 2002 and has delivered his<br />
leadership and consul ng experience <strong>to</strong> such companies<br />
as Sara Lee, Meridian Gold, Genworth, Kohler, Mo<strong>to</strong>rola,<br />
and GMAC, helping <strong>to</strong> develop <strong>the</strong>ir senior leadership<br />
teams through <strong>the</strong> full range of A erburner’s products<br />
and coaching programs.<br />
Sco Hall<br />
Sco “Hacksaw” Hall is a United States<br />
Air Force Instruc<strong>to</strong>r Pilot. He has over 30<br />
combat missions in <strong>the</strong> A-10 Warthog during<br />
Desert S<strong>to</strong>rm, was an Instruc<strong>to</strong>r pilot<br />
in <strong>the</strong> F-15 Eagle and <strong>the</strong> F-16 Falcon with<br />
34 combat missions in Opera on Deny<br />
Flight. Ensuring coali on safety over <strong>the</strong><br />
skies of Nor<strong>the</strong>rn and Sou<strong>the</strong>rn Iraq. A er<br />
14 years of ac ve duty fl ying he became a pilot for United<br />
Airlines and is currently in <strong>the</strong> Air Force Reserves as a Lt<br />
Col and recruits for <strong>the</strong> United States Air Force Academy.<br />
He has accumulated over 2500 hours of fl ight me.<br />
Hall has received numerous awards recognizing his<br />
unequalled ability with 4 Air Medals, 2 Aerial Achievement<br />
Medals, 2 Air Force commenda on Medals, Na onal<br />
Defense Service Medal and 2 Kuwait Libera on Medals.
<strong>Program</strong>s<br />
NRRA UPDATE<br />
James C. Drinkwater<br />
James Drinkwater is currently President<br />
of AmWINS Brokerage w<strong>here</strong> he has<br />
served in this capacity since April 2008. He<br />
formerly served as Chief Opera ng Offi cer<br />
of <strong>the</strong> division.<br />
Prior <strong>to</strong> joining AmWINS in 2005, Mr.<br />
Drinkwater held execu ve posi ons with both Stewart Smith<br />
Group and Willis North America. He began his career as a<br />
Broker in <strong>the</strong> London marketplace.<br />
Mr. Drinkwater is co-chair of <strong>the</strong> <strong>NAPSLO</strong> Legisla ve<br />
Commi ee.<br />
David E. Leonard<br />
David Leonard has 31 years experience<br />
in <strong>the</strong> P&C Insurance industry. He<br />
joined RSUI Group, Inc in December of<br />
1999 and now serves as RSUI’s President.<br />
Prior roles include Casualty Underwri ng<br />
management for Crum & Forster Companies<br />
and Treaty Reinsurance Underwri ng<br />
for Employers Reinsurance.<br />
Mr. Leonard is currently co-chair of <strong>NAPSLO</strong>’s Legisla ve<br />
Commi ee, has been a panelist for <strong>the</strong> <strong>NAPSLO</strong> Advanced<br />
School and at <strong>NAPSLO</strong> conven ons, is an instruc<strong>to</strong>r for <strong>the</strong><br />
<strong>NAPSLO</strong> E&S School and is co-chair of <strong>the</strong> <strong>NAPSLO</strong> Legisla ve<br />
Commi ee. Mr. Leonard graduated with a BSBA from East<br />
Carolina University and holds CPCU, ARe, AIAF and ARM<br />
designa ons. He lives in Alphare a, Georgia with his wife,<br />
Pamela.<br />
13<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
14<br />
Attendees<br />
Wholesale Brokers<br />
Adco General Corpora on<br />
Stacy Beakes<br />
Dick Thomas, CPCU<br />
All Risks, Ltd.<br />
Abby Daugherty<br />
Mar Dickinson<br />
Ryan Grimes<br />
Ma Nichols<br />
AmWINS Brokerage<br />
Chuck Ciccarelli<br />
James Drinkwater<br />
Chris<strong>to</strong>pher Kiley<br />
Curt Ross<br />
John Willsey<br />
Anderson & Murison, Inc.<br />
Jim McCarthy<br />
Arling<strong>to</strong>n/Roe & Co.<br />
Jim Eades, CPCU<br />
Andy Roe, ASLI, AU<br />
Jim Roe, CPCU, ASLI<br />
Chad Trainor, ARM<br />
Atlan c Specialty Lines<br />
Dave Adcock, CIC<br />
Atlan c Specialty Lines-FL<br />
Seth Johnson, ASLI<br />
Bass Underwriters<br />
Luis Guillermes<br />
Edward Jackson<br />
William Turgeon
Bass Underwriters - Portland<br />
Eric Convery<br />
Benchmark Management Group<br />
Timothy Makowski<br />
Bliss & Glennon<br />
Robert Abramson, CPCU<br />
Mike Hansard, CPCU<br />
Tony Morgan<br />
Braishfi eld Associates, Inc.<br />
Andrew Anderson, CPCU, CIC<br />
Breckenridge Insurance Group<br />
Tom Leonhardt<br />
Brown & Riding Ins. Services<br />
Chris Brown<br />
Burns & Wilcox Ins. Services<br />
Harvey Goldenberg<br />
Burns & Wilcox Ltd.<br />
Alan Kaufman<br />
Chris Zoidis, CPCU<br />
Burns & Wilcox of Texas<br />
Don Carson<br />
Buschbach Insurance Agency, Inc.<br />
James Buschbach<br />
Joan Buschbach<br />
Chris-Leef Gen. Agency, Inc.<br />
Gary Peterson, ASLI, AIS<br />
Coastal Brokers Ins. Services<br />
Neera Sharma<br />
Cowles & Connell of NJ<br />
Jon Hill<br />
15<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Cowles & Connell of NY, Inc.<br />
Jo Ann Peri<br />
Cowles & Connell, Inc.<br />
Larry Clark<br />
CRC - Alabama<br />
Thomas Cur n & Susan Cur n<br />
Ron Helves<strong>to</strong>n, CPCU<br />
Michael Johns<strong>to</strong>n<br />
Paul Mar n<br />
Marc Rothschild<br />
Charles Wood<br />
CRC - Boca Ra<strong>to</strong>n<br />
David Ross, CIC<br />
CRC - Dallas<br />
Neil Kessler<br />
CRC - Hous<strong>to</strong>n<br />
Jim Chris<strong>to</strong>pherson<br />
Randy Doss<br />
Brent Tredway<br />
CRC - Jericho<br />
Vincent Polese, CIC<br />
CRC - New Jersey<br />
Anthony Montano<br />
CRC - New York<br />
Joseph Cosse<br />
Fred Cura<strong>to</strong>lo<br />
CRC - Redondo<br />
Mickey Hopkins<br />
CRC - Sea le<br />
Jill Boehmer, CPCU<br />
16
Crouse & Assoc. Ins. Brkrs.<br />
Greg Crouse & Karen Crouse<br />
Crump Insurance Services, Inc.<br />
Sco Crouch<br />
Adam Kagan<br />
Dave Obenauer<br />
DeCo s Insurance Assoc., Inc.<br />
Paul DeCo s, ASLI<br />
Delta - N. Texas<br />
Wes Bowers<br />
Delta General Agency Corp.<br />
Roya Azari, CPCU, AU<br />
Penny Coody<br />
Bill Fink<br />
Dave VanTiem<br />
Excel Insurance Services, Inc.<br />
Dennis Pellegrino, Sr.<br />
Dennis Pellegrino, Jr.<br />
First Premium Insurance Group<br />
Danny Gendusa, CIW<br />
Jay Pellegrini<br />
Forest Ins. Facili es, Inc.<br />
Ma hew Forest, CIC<br />
FTP Inc.<br />
Frank Powell, CPCU, ASLI<br />
Griffi n Underwri ng Services<br />
Jason Griffi n<br />
Van Griffi n<br />
Hall-Wright Gen. Agency, Inc.<br />
Robert Wright, CPCU<br />
17<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Hull & Company, Inc.<br />
Bob McGrew & Nancy McGrew<br />
Hull & Company/DVUA<br />
Rusty Ellis, ASLI, CPCU & Shay Ellis<br />
IC Interna onal<br />
Rosemarie Locquiao<br />
Irving Uradomo<br />
Insurance House, Inc.<br />
Jacqueline Schaendorf, CPCU<br />
Insurance Innova<strong>to</strong>rs, Inc.<br />
Richard Marburg<br />
Insurance Intermediaries, Inc.<br />
Larry Bobb, CPCU, MBA<br />
David Schmidt, CPCU, ASLI<br />
J.M. Wilson Corp. - Portage, MI<br />
David Wilson, CIC<br />
Jimcor Agencies<br />
Alan Dudkiewicz, CIC<br />
Coryn Thalmann, CIC, CIW<br />
LoVullo Associates, Inc.<br />
Paul LoVullo, ASLI<br />
M.J. Hall & Company, Inc.<br />
Norm Amick<br />
MacNeill Group, Inc.<br />
Kevin Tromer<br />
Maximum Independent Brokerage<br />
Joseph Messina & Hea<strong>the</strong>r Messina<br />
McClelland & Hine, Inc.<br />
Gilbert Hine, CPCU, CFP<br />
18
Med James, Inc.<br />
Pamela Donahue<br />
Med James<br />
Metcom Excess<br />
Charles McCloskey<br />
Metro Insurance Services, Inc.<br />
Steven Gross & Barbara Gross<br />
MSW<br />
Glenn Hargrove<br />
Rick McDonough<br />
NAI<br />
Steve Blevins<br />
Napco LLC<br />
David Pagoumian<br />
Network E&S Ins. Brokers<br />
David Gorin, ARM, CISC<br />
North Point Underwriters, Inc.<br />
Samuel Mann, Jr.<br />
NSB/NAI, LLC<br />
Josh Blevins<br />
Partners Specialty Group, LLC<br />
Maureen Cavis<strong>to</strong>n<br />
Pelican General Agency<br />
Walter Kelly<br />
Quaker Special Risk/MA<br />
Karin Branscombe<br />
Quirk & Company<br />
Gary Jackson<br />
Robert Quirk<br />
19<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
R.E. Chaix & Assoc. Ins.<br />
Timothy Chaix<br />
RCA Insurance<br />
Thomas Hartmann<br />
Kevin O’Connor<br />
Regional Excess Underwriters, LLC<br />
Darwin Lucas<br />
Beth Pres<strong>to</strong>n, CIC, CPCU<br />
RIBS<br />
David Hershberger<br />
Paul Riemer<br />
Rodco Worldwide, Inc.<br />
Michael Rodrigue<br />
Michael St. Germain<br />
RPS Fort Lauderdale<br />
Laura Allen, CPCU, CPIW<br />
RPS Itasca<br />
Joel Cavaness, CPCU, ARM<br />
RPS Sco sdale<br />
Cur s Anderson, CIC<br />
Edward Levy, CPCU, ASLI<br />
RSI Interna onal, Inc.<br />
Chris Holzkamper<br />
Colin Rainey<br />
Paul Rainey<br />
Daniel Walter<br />
Patrick Walter<br />
RT Specialty<br />
Suzanne Brandt<br />
William Kasbeer<br />
Dutch Phillips<br />
Lo Woods<br />
20
RT Specialty Insurance Services, LLC<br />
Benjamin Beazley<br />
Erik Davis<br />
Chris<strong>to</strong>pher Houska<br />
R-T Specialty, LLC<br />
Denis Brady<br />
Rich Flanagan<br />
Robert McAuley<br />
Peter Sayer<br />
Mark Smith<br />
Russell Bond<br />
Kurt Bingeman, CPCU, ASLI & Bob Allein<br />
Sou<strong>the</strong>rn Cross Underwriters<br />
Pres<strong>to</strong>n Gough & Barbara Gough<br />
Orville Jones & Joan Jones<br />
West McAdams<br />
Specialty Risk Assoc., Inc.<br />
John Wood & Susan Wood<br />
St. James Insurance Group<br />
Fred Cieslak<br />
Jonathan Mertz, CIC<br />
Sullivan Brokers<br />
Karl Olson<br />
Superior Underwriters<br />
Roy Rankin, CIC<br />
Swe & Crawford - Atlanta<br />
Neal Abernathy<br />
Swe & Crawford - Chicago<br />
Bob Greenebaum & Amy Greenebaum<br />
Swe & Crawford - New York<br />
Edward Magliaro & Diane Magliaro<br />
Terry Winkler & Mary Winkler<br />
21<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
TAGA<br />
Bart Koch, CIC, AAI<br />
Richard Salley, CIC<br />
TAPCO Underwriters, Inc.<br />
J. D. Henderson<br />
Bill Pinson, CPCU, ASLI<br />
Tennant Risk Services<br />
Robert Sargent, CPCU, RPLU & Anne Sargent<br />
Texas All Risk General Agency, Inc.<br />
David Day<br />
Kelly Davis<br />
The Parks Group, Inc.<br />
Lana Parks<br />
The Sullivan Group<br />
Hank Haldeman & Hea<strong>the</strong>r Haldeman<br />
tKg<br />
James Kea ng<br />
Travis-Pedersen and Associates<br />
Jeanna Day<br />
Timothy Pedersen & Carol Pedersen<br />
Travis-Pedersen and Associates of AZ<br />
Ma Gervin<br />
Travis-Pedersen and Associates of MI<br />
David Mar n, CPCU<br />
U.S. Risk Insurance Group<br />
Chuck Brady<br />
Randall Goss<br />
Monte Stringer<br />
Mac Wesson & Jean Marie Wesson<br />
U.S. Risk Underwriters, Inc.<br />
Vickie Betancourt<br />
22
Vintage Underwriters<br />
Bill Edmondson<br />
Mark Edmondson<br />
Western Security Surplus Insurance<br />
Richard Polizzi<br />
Kyle Stevens<br />
Westrope<br />
Brenda Ballard Austenfeld<br />
David Brinkerhoff<br />
Mark English<br />
John Klag<br />
Joseph Timmons, CPCU, ASLI & Sharon Timmons<br />
Kevin Westrope<br />
Westrope General Agency<br />
Debbie McClendon<br />
Westrope Insurance Managers of FL<br />
Alan Goldfarb<br />
George Jacobbe<br />
Wholesale Trading Co-Op<br />
Les Ross<br />
Worldwide Facili es, Inc.<br />
Ron Aus n<br />
Davis Moore<br />
XN Financial Services Inc.<br />
Paul Coleman<br />
23<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
ACE Westchester<br />
Dean Andrighe o<br />
Bill Garrigan<br />
Bob Meyer<br />
24<br />
Company<br />
Admiral Insurance Company<br />
Jim Carey, CPCU<br />
Letha Hea<strong>to</strong>n & Paul Hea<strong>to</strong>n<br />
Admiral Risk Ins. Services, Inc.<br />
Brian Lineberger<br />
Allianz Global Corp & Specialty<br />
Todd Haring<br />
Jack Russell<br />
Alterra Specialty<br />
Jon Hahn<br />
Bryan Sanders<br />
Stephen Vaccaro<br />
American Safety Indemnity Co.<br />
Patrick Driscoll<br />
Arch Insurance Group<br />
Malcolm Ainslie<br />
Bill Casey<br />
John Edack<br />
Mark Lima<br />
Stephen Manahan<br />
Bill Palmer, CPCU<br />
John Washing<strong>to</strong>n<br />
AXIS Insurance<br />
Tim Chesson<br />
Mike Flaherty<br />
Janet Jordan-Foster<br />
Carl<strong>to</strong>n Maner<br />
Burling<strong>to</strong>n Insurance Co.<br />
Tim Mar n, CPCU<br />
Gayle Wall, CPCU
Capi<strong>to</strong>l Insurance Companies<br />
David Finkelstein<br />
Alan Ogilvie<br />
Catlin Specialty Insurance Co.<br />
Connie Verdile, CIC<br />
Bill Casey, CPCU, ARM<br />
Century Ins. Group/Western Region<br />
Cindy Aberle, AU<br />
Chuck Scheiner<br />
Tim Tokuda, CIC<br />
Century Insurance Group<br />
Kenneth Baker<br />
James Bass<br />
Kyle Biddinger<br />
Joshua Bowen<br />
Gregg Haver<br />
Jim Murphy<br />
Chris Timm, CIC<br />
Chubb Cus<strong>to</strong>m Insurance Co.<br />
Brian Co one<br />
Gail Soja<br />
Colony Insurance Company<br />
Art Davis<br />
Marsh Duncan<br />
Lou Levinson<br />
Andy Robinson<br />
Bart Schaff er<br />
CoverX Specialty<br />
Bill Schneider, ARM<br />
Endurance<br />
Steve Dresner<br />
Glenn Yanoff<br />
Everest Na onal Insurance Co.<br />
Jeff Foering, CPCU<br />
25<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Fireman’s Fund, Special Risk<br />
Glenn Skrynecki<br />
General Star<br />
Ma Brown, CPCU<br />
Joe Majsak, CPCU<br />
John Nunneley<br />
Cole Palmer<br />
Pat Roberts, CPCU<br />
Ralph Sabbagh, ASLI<br />
GeoVera Holdings, Inc.<br />
Sco Garfi eld<br />
Great American E&S Insurance Co.<br />
Ka e Dininger<br />
Chris Iannelli, CPCU, AIC<br />
Brian Sloan, CPCU<br />
Van Spanos, ASLI<br />
Kathy Welch<br />
Guilford Specialty Group<br />
Marty Brezner, CPCU<br />
Marty Krause<br />
Frank Netcoh<br />
Andy Wolff , CIC, CRM & Lorrie Wolff<br />
Hudson Personal Umbrella<br />
Ann Boman-Clark<br />
Douglas Weisskopf<br />
IAT Specialty<br />
Ken Coon<br />
Carol Evers<br />
Steve Hartman, CPCU, ARe<br />
Cur s Heit<br />
Sue Johnson<br />
Gene Kea ng<br />
Michelle Ray<br />
Becki Starr<br />
Pam Weaver<br />
26
Ironshore Insurance Services<br />
Steven England<br />
Walter Mooney<br />
Joe Palumbo<br />
James River Insurance Company<br />
John Clarke<br />
Richard Schmitzer<br />
Kinsale Insurance Company<br />
Mike Kehoe<br />
Bob Neal<br />
Lexing<strong>to</strong>n Insurance Company<br />
Ma hew Power<br />
Doug S<strong>to</strong>ry, CPCU<br />
Liberty Surplus Insurance Corp.<br />
Laura Corwin<br />
C J Johnson<br />
Markel<br />
Nick Abraham<br />
Chris Behymer, CPCU, ASLI<br />
Wendy Houser<br />
John Latham & Phyllis Latham<br />
Tom Stamm, CPCU, ASLI<br />
Markel, Mid South Region<br />
Jeff Fields<br />
Greg Rubel, ASLI<br />
Markel, Midwest Region<br />
Shawn Danhouser<br />
Susan Swanson<br />
Markel, Nor<strong>the</strong>ast Region<br />
Dan Confalone<br />
Sarah Gavlick<br />
Markel, Sou<strong>the</strong>ast Region<br />
Steve Girard<br />
Glenn Harris, CIC<br />
27<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Markel, West Region<br />
Sco Culler<br />
Cyndi Jung<br />
Maxum Indemnity Company<br />
Doug Hathaway<br />
Gary Mice ch<br />
Bill Nelson<br />
Jim Pra e<br />
Nick Taube<br />
F. Marshall Turner, CPCU<br />
Tracy Wade<br />
MUSIC<br />
Dale Houmes, CPCU, ASLI<br />
Bob Karr<br />
Nat’l Fire & Marine Ins. Co.<br />
Tracy Gulden<br />
Ty Reil<br />
David Staff ord<br />
Phil Wolf<br />
Don Wurster<br />
Tom Young<br />
Nau lus Insurance Group<br />
Ray Hall, CPCU, ASLI<br />
Tom Kuzma, ARM<br />
Wendy Markham, CPCU<br />
Rich Shemi s, CPCU, ASLI<br />
Naviga<strong>to</strong>rs Group<br />
Stan Galanski<br />
Noel Higgi<br />
Naviga<strong>to</strong>rs Management Co.<br />
Henry Lopez, CPCU, ASLI<br />
Loriann Lowery-Biggers<br />
Mark Richards<br />
Jeff Saunders, CPCU<br />
Northfi eld Insurance Company<br />
Robert Pace<br />
28
Pacifi c Insurance Co., Ltd.<br />
Marita Reardon<br />
Penn-America Group<br />
Jay Karabin<br />
Mark Koman<br />
Ma Sco<br />
RLI<br />
Jonathan Michael<br />
Paul Simoneau<br />
Michael S<strong>to</strong>ne<br />
RSUI<br />
Phil Cole<br />
E G Lassiter, CPCU & Marianne Lassiter<br />
Dave Leonard, CPCU & Pamela Leonard<br />
Phillip McCrorie, CPCU<br />
Clint Nokes, CIC<br />
Sco sdale Insurance Company<br />
Jim Carney<br />
Steve Franke, CPCU, ARe<br />
John Goodloe<br />
David McDermid, ASLI<br />
Mike Miller, CPCU, ASLI & Paule e Miller<br />
Gary Tiepelman, CPCU, ASLI<br />
Tower Group Companies<br />
Chris Pechmann<br />
Paul Russo<br />
Bruce Sanderson<br />
Travelers Excess and Surplus Lines<br />
Paula Maltempi<br />
United Specialty Insurance Co.<br />
Wya Blackburn<br />
USLI<br />
John Donahue, CPCU, ASLI<br />
Thomas Snyder, ASLI<br />
29<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Western Heritage Insurance Co.<br />
Dan Bergman<br />
Jason Hanna, AU<br />
Cheryl Morgan<br />
Anthony Washing<strong>to</strong>n<br />
Western World Insurance Group<br />
Rosemary D’Aco, ASLI<br />
Thad DeBerry<br />
Jim DeSimone<br />
Seth Fischer, CPCU, ASLI<br />
Tim Hochkeppel, ASLI<br />
Dean Huntzinger<br />
Linda Leone<br />
Bob Livings<strong>to</strong>n<br />
Ed Marcinkevich, ARe, ASLI<br />
Donna McGovern<br />
Tom Mulligan & Pamela Mulligan<br />
Tom Perch<br />
XL E&S<br />
Ronald Beauregard<br />
David Halm<br />
Roxanne Mitchell<br />
Vickie Sprague<br />
Zurich<br />
Jim Dowdy<br />
Roderic Jacobus<br />
30
Underwriting Managers<br />
Berkley Specialty<br />
Rick Bak, CPCU<br />
Kenneth Berger<br />
Steven Zeitman<br />
Corners<strong>to</strong>ne Underwri ng<br />
Brian Fisher<br />
Tom George<br />
Mike Nejman<br />
E-Risk Services, LLC<br />
Steven Dyson<br />
Euclid Managers<br />
Brian Van Cleave, CPCU & Pa Van Cleave<br />
HCC Specialty Underwriters<br />
Chris<strong>to</strong>pher Day, CPCU<br />
Moni<strong>to</strong>r Liability Managers, LLC<br />
David Aller<br />
Tom Mathias<br />
Randy Mrozowicz<br />
Partners General Insurance Agency<br />
Jas Chima<br />
John Davis<br />
Rockhill<br />
Colin Mayo<br />
Rick Nesbi<br />
Ken Schneider<br />
Garick Zillgi<br />
S<strong>to</strong>necreek Specialty Insurance<br />
Joseph Morris<br />
Joseph Mossbrook<br />
31<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Strickland Insurance Group<br />
Paul Aycock<br />
John Curry<br />
Bill Reynolds<br />
Brian Schwarzbach<br />
David Seaholm<br />
Bobby Strickland<br />
Bret Strickland<br />
Vela Insurance Services, LLC<br />
William Haines<br />
David Jordan<br />
David Lucey<br />
Frank McGovern<br />
Terri Moran<br />
32
Aon Benfi eld Inc.<br />
Paul Davies<br />
Associates<br />
Atrium Underwriters Limited<br />
Lee Greenway<br />
Avondale Insurance Associates<br />
Peter Coghlan<br />
Bell & Clements Inc.<br />
David Toombs, ASLI, AU<br />
Bell & Clements Limited<br />
Peter Barre<br />
Richard Bough<strong>to</strong>n<br />
Berkley Underwri ng Partners, LLC<br />
Fritz Seifert<br />
BF Re<br />
Dave Bar<strong>to</strong>ne<br />
Bowood<br />
Paul Fagg<br />
Brit Syndicates Limited<br />
Neil McMillan<br />
Burns & Farrey<br />
John Farrey, Esq.<br />
Canopius Managing Agents<br />
Steven Bird, ACII<br />
Jason Fernandes, ACII<br />
CJW & Associates<br />
Bob Floyd<br />
Corrie Bauckham Ba s Ltd.<br />
Doug Bauckham<br />
Luke Bauckham<br />
33<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Decus Insurance Brokers Limited<br />
Gareth Davies<br />
Dewey & LeBoeuf<br />
Michael Byrne<br />
ELANY<br />
Dan Maher & Chris Maher<br />
Endeavour Insurance Services<br />
Staurt Williams, ACII<br />
Engle Mar n & Associates, Inc.<br />
Kevin Engle, AIC, CPCU<br />
W. Todd Evans, CPCU, ARM<br />
Richard Gray, ARM<br />
Gen Re<br />
Jay Buff um<br />
Martha Flanagan<br />
Joan LaFrance<br />
Steve Parker<br />
Gibbs Hartley Cooper<br />
Kenneth Bilby<br />
Glencairn Limited<br />
Terry Spicer<br />
William White<br />
Guy Carpenter<br />
Carl Bach<br />
John Barrows, CPCU, ARe<br />
Robert Hodson<br />
Harman Kemp North America, Ltd.<br />
Peter Slade<br />
Har ord Steam Boiler Inspec on & Ins.<br />
James Cunningham<br />
Cheryl Pytel, MBA<br />
David Schraeder<br />
34
Hiscox London Market<br />
Paul Lawrence<br />
Benjamin Murphy<br />
Jonathan Powell<br />
I.L.S.A.<br />
Jennifer Nicole Akin<br />
Arleen Taveras, ARM<br />
Teodoro Taveras<br />
I-Engineering, Inc.<br />
Chris<strong>to</strong>pher Hiles<br />
Insurance Journal<br />
Dena Kaplan<br />
Julie Tinney<br />
Mark Wells & Gayle Wells<br />
Johns Eastern Company, Inc.<br />
Brian Harlow, CPCU, AIC<br />
Don Lederer, CPCU, AIC<br />
Kiln At Lloyd’s<br />
Tom Wallace, ACII<br />
Liberty Syndicates<br />
Richard McCarthy, MA, ACII<br />
Lloyd’s<br />
Tony Joseph, ACII<br />
LONMAR Global Risks Limited<br />
Simon Laycock<br />
Markel Interna onal Limited<br />
Sarah Brien<br />
Jason Hodson<br />
Bill Pondrom, CPCU, CIC<br />
Miller<br />
Lynne Hooker<br />
David Neilson<br />
35<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Mississippi Surplus Lines Assn.<br />
Peggy Dronet<br />
Munich RE<br />
David Grimley<br />
John Willemsen<br />
Omega Underwri ng Holdings<br />
Wayne Bates, ACII<br />
Stephen Hart, ACII<br />
Pennsylvania Surplus Lines Assn.<br />
Ken Rudert<br />
Marie Rudert<br />
QBE European Opera ons<br />
Mar n Rowling<br />
QBE Insurance Corpora on<br />
Rick Cullen<br />
Doug Goode, ARe<br />
Tim Graff<br />
Raphael & Associates<br />
Erol Kantar<br />
Jana Raphael<br />
Jus n Raphael<br />
ReSource Pro<br />
Paul Springman<br />
RFIB Group Limited<br />
Andrew Bown<br />
David Wheal<br />
RiskMeter Online<br />
Dan Munson<br />
Bradley Sherwin<br />
S/L Stamping Offi ce of Texas<br />
Philip Ballinger, CPCU, ASLI & Denise Ballinger<br />
36
Sagicor At Lloyd’s<br />
Geoff Thrower<br />
Surplus Line Associa on of AZ<br />
Sco Wede, CPCU, ASLI & Carol Wede<br />
Surplus Line Associa on of CA<br />
Joy Erven<br />
Surplus Line Associa on of IL<br />
David Ocasek<br />
Surplus Line Associa on of WA<br />
Robert Hope<br />
Surplus Lines Assn. of Minnesota<br />
Nicholas Schroeder<br />
THB North America<br />
Mark Cody<br />
The SyNerGy Adjus ng Corpora on<br />
Paul Smith, AIC<br />
Towers Watson<br />
Ma Stanwood, RPLU<br />
Towers Watson (Re) Insurance<br />
Oliver Pidgeon<br />
Mar n Roff ey<br />
Richard Thomas<br />
Vertafore<br />
Becky Lan nga<br />
Pat McCall<br />
Harry Snyder<br />
Eric Winch<br />
37<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates<br />
Guests, Life, Press
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Guests, Life, Press<br />
38<br />
Guests<br />
AAMGA<br />
Wayne Forest, Sr., CIC, CIW<br />
Texas Surplus Lines Assoc.<br />
Jean Pa erson<br />
The Ins tutes<br />
Arthur Flitner, CPCU, ARM<br />
Na onal Underwriter<br />
Chad Hemenway<br />
Press
Supplemental <strong>Registration</strong> List<br />
CRC - Glendale<br />
Robin Robb<br />
CRC - Santa Ana<br />
Joseph Rowland<br />
Chubb Cus<strong>to</strong>m Insurance Co.<br />
Franklin Sanders<br />
Colony Insurance Company<br />
Sam Anderson<br />
General Star<br />
Bob Jones, ARM<br />
Global Indemnity Group, Inc.<br />
Cindy Valko<br />
Sco sdale Insurance Company<br />
Robert Welch, CIC<br />
Tower Group Companies<br />
Gary Maier<br />
Wholesale Broker<br />
Company<br />
Travelers Excess and Surplus Lines<br />
Chris<strong>to</strong>pher Magendantz<br />
39<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Wholesale Brokers<br />
Companies<br />
Associates Underwriting Managers<br />
Amlin PLC<br />
Sophie Buckingham, ACII<br />
Marian Thomas<br />
Carl Warren & Company<br />
Richard McAbee<br />
Towers Watson<br />
George Daddario<br />
VeriClaim<br />
Anne Jaskula, JD<br />
York Risk Services Group, Inc.<br />
Paul Zeni<br />
40<br />
Associates
Notes<br />
41<br />
Wholesale Brokers Companies Underwriting Managers<br />
Associates
Changing <strong>the</strong> Game:<br />
Compe ng & Winning<br />
200 Nor<strong>the</strong>ast 54th Street, Suite 200<br />
KANSAS CITY, MISSOURI 64118<br />
www.napslo.org
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