FINREP Florida Oct 18-20, 2022

Chris is a shareholder and the co-leader of the firm’s insurance industry group practice. He has provided assurance, accounting, reporting, and consulting services to insurance companies and related entities since 2000. Chris is a member of the AICPA/NAIC Task Force Panel of Experts, which helps resolve accounting and reporting issues for insurance entities.  The Panel also helps review revisions to AICPA Accounting and Auditing Guides. 

Chris has also conducted risk assessments in various areas, including data privacy, vendor management, and underwriting and has spoken on Enterprise Risk Management (ERM). He was previously Vice President and Controller for a start-up multi-line insurance group where he designed and implemented all accounting and financial reporting mechanisms to facilitate decision-making and comply with financial and regulatory reporting requirements.

In addition to his licensure as a CPA, Chris has earned the designation of Certified Internal Auditor (CIA) and Certification in Risk Management Assurance (CRMA) from the Institute of Internal Auditors and the Chartered Global Management Accountant (CGMA) designation from the American Institute of Certified Public Accountants.

Chris received a bachelor’s degree in finance from Florida State University and a Master of Accountancy from the University of West Florida.

Roosevelt Mosley is a principal and consulting actuary with Pinnacle Actuarial Resources and has been in the property/casualty industry since 1994. His skill set includes predictive analytics applications for all insurance functions, ratemaking and product development, competitive analysis and litigation support.

He has served as a member of the Casualty Actuarial Society’s (CAS) and Society of Actuaries’ Joint Committee on Inclusion, Equity and Diversity, the board of trustees of the Actuarial Foundation and the CAS Public Relations Advisory Committee. He has also served as a member of the American Academy of Actuaries (AAA) Racial Equity Task Force.

He is the current president-elect of the CAS, has served as vice president of marketing and communications and on the board of directors of CAS, a member of the board of directors of the International Association of Black Actuaries Foundation, and a member of CAS and AAA governance task forces.

March Fisher joined Citizens Property Insurance Corporation in August of 2005 and serves as Senior Director of Corporate Analytics. She oversees the Corporate Analytics group, which includes Data Science, Catastrophe Modeling, Geographic Information Systems, and Reporting/Analytics. March’s department supplies Citizens with a variety of analytical support. Data science provides forecasting and predictive modeling support. Catastrophe modeling is used to estimate Citizens’ exposure to hurricane risk, a critical element in ratemaking, reserve review, liquidity and claims paying analyses, risk transfer decisions, legislative inquiries, and projecting live hurricane losses. Geographic Information Systems harnesses geographical and demographic data for a variety of purposes, including hurricane response during and after a storm. Finally, the Reporting/Analytics team helps senior executives inform Citizens’ stakeholders, including the Florida Legislature and Cabinet, as they make critical decisions regarding Citizens' role.

March has over 20 years of Insurance and Actuarial experience. Prior to joining Citizens, March worked for the Florida Office of Insurance Regulation for nine years in Property and Casualty Financial Solvency and Product Review. March performed actuarial analyses on property and casualty insurance companies’ rate filings and loss and loss adjustment expense reserves.

March earned her B.S. degree in Actuarial Science from Florida State University and a master’s degree in Business Administration from Temple University.

Wes Strickland serves as outside counsel to the Florida Property & Casualty Association. Mr. Strickland is a shareholder with the Colodny Fass law firm, where he heads the Insurance Regulatory and Corporate Transactions Practice in the firm’s Tallahassee office. He has been ranked by Chambers & Partners as one of Florida's top insurance lawyers.

With over two decades of experience handling insurance regulatory law and complex corporate transactions, he provides counsel to both domestic and international insurers and reinsurers, among others. He represents property and casualty insurers, as well as life and health entities, self-insurance funds, and various insurance-related entities in diverse regulatory matters.

Mr. Strickland has supervised multi-state compliance surveys and licensing matters for insurance companies, third party administrators, managing general agents, wholesale brokers, reinsurance intermediaries, insurance agencies, and manufacturers and sellers of service contracts and extended warranties. He routinely handles issues such as insurance holding company compliance, market conduct and financial examinations, company formation, multi-state expansion, corporate amendments, investment limitations, credit for reinsurance, and affiliate transactions. He has managed a wide variety of complex corporate and transactional matters for domestic and international insurers and holding companies and investors, including mergers and acquisitions, start-ups, stock offerings, restructurings, mutual holding company conversions, joint ventures, and reinsurance transactions.

Mr. Strickland also prepares and negotiates a wide variety of contracts and agreements, including managing general agent agreements, third party administrator agreements, insurance agency and broker agreements, cost allocation agreements, IT vendor agreements, and joint insurance marketing and affinity marketing agreements.

A member of The Florida Bar, Mr. Strickland is a graduate of Florida State University College of Law and Florida State University.

Since 2010, Stephen has been providing tax compliance services and consulting services for multiple entity types. His responsibilities include coordination of the insurance tax compliance practice, which includes federal and multi-state tax return compliance, premium tax compliance, income tax provisions on the statutory basis of accounting, consolidated income tax provisions on the GAAP basis of accounting, and representing taxpayers during the examination process with the Internal Revenue Service and state departments of revenue.

He has experience assisting clients with planning issues including: effective tax rate analysis, multi-state tax planning and analysis, distribution and dividend planning, and research for various other tax issues.

Jerry D. Parrish, Ph.D. is the Chief Economist and Director of State and Local Policy Analysis at the Florida Institute of Government at Florida State University. Dr. Parrish is also a Faculty Adjunct in the Masters of Applied Economics Program at Florida State University and serves as the Chair of the Council of Economic Advisers at the Haas Center at the University of West Florida. He also serves as the economist for both Florida’s Small Business Development Center (SBDC) and The Able Trust.

He previously was the Chief Economist and Director of Research for the Florida Chamber Foundation. During those seven years, he was responsible for conducting in-depth analyses on the Florida economy and on solutions to help secure Florida’s future.

Previous to that position, Dr. Parrish was the Chief Economist and Director of the Center for Competitive Florida at Florida TaxWatch. Prior to that position, he served as the Associate Director of the Center for Economic Forecasting & Analysis (CEFA) at Florida State University. He has many years of experience in the private sector in management roles at international manufacturing companies.

He earned a B.S. in Agricultural Business and Economics from Auburn University, an M.B.A. from Bellarmine University, an M.S. in Economics from the University of North Carolina at Charlotte, and a Ph.D. in Economics from Auburn University.

Adam is an Executive Vice President and Branch Manager of Gallagher Re’s Tampa office.  He is responsible for servicing clients and production efforts in the southeast and has extensive experience working with Florida property insurance companies with a secondary focus on the InsurTech space.

He began his career with Benfield Blanch in 2004 as a servicing broker on the medical and legal professional liability team.  In 2006, Adam joined Collins and relocated to Florida in early 2007 to focus on the Florida property insurance market.  Collins was acquired by Guy Carpenter in 2009 and Adam joined Willis Re in late 2017, which became Gallagher Re at the end of 2021.  He holds a bachelors of science in economics from the University of Wisconsin – Madison and the Associate of Reinsurance (ARe) designation.

Claude Mueller, C.P.C.U., an Insurance Regulatory Consultant at Colodny Fass, was a former regulator with the Florida Office of Insurance Regulation, where he served as Director of Property and Casualty Financial Oversight.

Mr. Mueller, a non-attorney with nearly three decades of insurance industry experience, specializes in regulatory compliance, statutory insurance accounting, insurance company operations and related legislative advocacy.

At the Florida Office of Insurance Regulation, Mr. Mueller’s 55-member bureau was responsible for on-site insurer financial examinations, licensure application review and desk audit analysis of insurer financial statements and other required filings.

He was frequently called upon to represent Florida’s Insurance Commissioner at meetings of the National Association of Insurance Commissioners (NAIC) and worked closely with Florida’s Division of Rehabilitation and Liquidation and the Florida Hurricane Catastrophe Fund.

At Colodny Fass, he has handled a wide variety of regulatory and related legislative matters, including:

• Organization and licensing of insurance holding companies, life and health, property and casualty, workers’ compensation insurers, and agencies
• Demutualization and conversion of reciprocal insurers
• Acquisition and disposition of insurers and insurance agencies
• NAIC annual and quarterly statement preparation
• Insurance holding company systems filings
• Licensing of insurers in non-domiciliary states and obtaining surplus lines eligibility
• Representation of insurers, HMOs and agents before insurance departments in multiple states with respect to solvency filings, rate and forms filings, financial and market conduct examinations, and various disputes
• Review of reinsurance contracts and obtaining insurance department approval
• Depopulations from Citizens Property Insurance Corporation

Catherine began working in public accounting when she joined Thomas Howell Ferguson in January 2015.  Her experience in public accounting includes providing assurance and accounting services. Her industries served include corporate, governmental, insurance, and not-for-profit organizations. The majority of Catherine’s career has been concentrated on serving the insurance and governmental industries.  Her responsibilities consist of engagement planning, performance of fieldwork, internal control testing, and assistance with report preparation.

Catherine has experience in auditing insurance organizations, providing financial statement and compliance audits in accordance with auditing standards, audits of statutory financial statements, reinsurance accounting, reviews, compilations, designing and implementing control tests for insurance companies, compiling quarterly and annual financial statements under a statutory accounting basis, internal control evaluation and analysis, agreed-upon procedures, consulting, technical research and documentation of accounting standards, and performing SOC 1 Type 2 and SOC 2 Type 2 engagements.

As the Senior Director, Political Affairs & Coalitions Advocacy for the Florida Chamber of Commerce, Andrew Wiggins manages the Florida Chamber’s political campaign activity, as well as builds coalitions and works with local Chambers of Commerce throughout the state of Florida.

Prior to joining the Florida Chamber, Mr. Wiggins served as the Deputy Director of Senate Campaigns at the Republican Party of Florida, where he previously spent three years working for House Campaigns.

Mr. Wiggins has worked on grassroots campaigns all over the United States, as well as working statewide in Florida, working for both the executive and legislative branches of government. Mr. Wiggins has a vast history of experience that ranges from working on Rudy Giuliani’s mayoral campaign to working with the U.S. Senate, Congress, and for George W. Bush’s presidential campaign. More recently, he has more than 25 years of experience electing candidates to the House and Senate across Florida.

Mr. Wiggins, a sixth generation Floridian, was born and raised in Jacksonville, Florida. He graduated from the University of Florida with a B.A. in History, as well as an M.A. in Political Science with a certificate in Political Campaigning. Andrew has two children, Katherine and Gavin.

Dr. Charles Nyce is the Robert L. Atkins Associate Professor of Risk Management and Insurance and is the associate director for the Center for Risk Management Education and Research in the Department of Risk Management/Insurance, Real Estate and Legal Studies at Florida State University’s College of Business. He teaches a variety of courses at both the undergraduate and graduate levels. Nyce’s main research area is catastrophic risk financing. He has authored numerous articles on various risk management and insurance topics, including title insurance, IPOs, enterprise risk management, predictive analytics, and natural hazards. 

Nyce came to FSU in 2009 as the associate director of the Florida Catastrophic Storm Risk Management Center and an assistant in the Department of Risk Management/Insurance, Real Estate, and Legal Studies. His previous academic experience includes LaSalle University, the University of Hartford, and the University of Georgia. He also served as director of Curriculum and senior director of Knowledge Resources at the American Institute for CPCU. 

Nyce received his bachelor’s degree in mathematics from LaSalle University and his master’s and doctoral degrees in insurance and risk management from The Wharton School at the University of Pennsylvania.

David Altmaier was appointed as the Florida Insurance Commissioner in April 2016 by the Financial Services Commission. He leads the Office of Insurance Regulation (OIR) and has oversight of one of the largest insurance markets in the world. Under Altmaier’s leadership, the OIR has worked to cultivate a market in Florida in which insurance products are reliable, available, and affordable.

Altmaier began his public service at the OIR in 2008, serving in a number of roles including Chief Analyst of the Property and Casualty Financial Oversight unit and Deputy Commissioner of Property and Casualty Insurance.

Commissioner Altmaier was voted President of the National Association of Insurance Commissioners (NAIC) for 2021, after serving as President-Elect in 2020 and Vice President in 2019. In his role as NAIC President, Altmaier serves as Chair of the Executive Committee, Internal Administration Subcommittee, Government Relations Leadership Council, and Co-Chair of the Special Committee on Race and Insurance. Commissioner Altmaier also serves as a Vice Chair of the Executive Committee for the International Association of Insurance Supervisors (IAIS), representing insurance regulators and supervisors of more than 200 jurisdictions worldwide.

Commissioner Altmaier was appointed by Governor DeSantis to serve as a member of Florida’s Blockchain Task Force and during the COVID-19 pandemic, selected to participate in the Governor’s Re-Open Florida Task Force Industry Working Group on Agriculture, Finance, Government, Healthcare, Management, and Professional Services.

Prior to joining the OIR, Altmaier worked as a Florida licensed 2-20 and 2-14 insurance agent and as a high school math teacher. Altmaier graduated from Western Kentucky University in 2004 with a bachelor’s degree in mathematics.

Roosevelt brings a skill set that includes predictive analytics applications for all insurance functions, ratemaking and product development, strategic reviews, competitive analysis and litigation support. He assists companies in applying predictive analytics to private passenger auto, homeowners and commercial lines rating, underwriting and product development. He also applies predictive analytics to develop claim applications, including predicting large loss development, estimating claim settlement values and detecting fraudulent claims. Roosevelt provides actuarial support for several companies, including rate indication development, rate filing and regulatory support and monitoring of program experience. Also, he assists insurance companies, industry trade groups, regulators and legislators with issues related to potential bias in insurance ratemaking, marketing, claims and underwriting processes, including testifying before regulators and legislators.

Roosevelt performs extensive competitive analysis to evaluate insurer competitive position and develop rating plans for new states and lines of business. In addition, he performs external peer reviews of insurance companies’ internal model development processes and provides recommendations for improving the modeling process and the resulting rating plans. Roosevelt also conducts reviews of company strategy to ensure operations and analytics are aligned with the strategic direction.

He has worked with several industry groups to evaluate the impact of proposed insurance legislation on claim costs and future rates, including PIP reforms in Florida and Michigan. He also provides and supports expert testimony on personal and commercial insurance matters including auto, homeowners and products liability. Roosevelt is the current president-elect of the CAS, has served as vice president of marketing and communications and on the board of directors of CAS, and as a member of the board of directors of the International Association of Black Actuaries Foundation. He has also served on the board of trustees of the Actuarial Foundation.

Dan Applegarth is a skilled insurance regulator with more than 25 years of experience in monitoring the solvency of insurance companies.

Dan has been with the Florida Office of Insurance Regulation (OIR) since 2020 and currently serves as the Chief Financial Examiner in the Property & Casualty Examinations Section, where he oversees all the property and casualty financial examinations performed by the OIR.

Prior to his time with OIR, he worked for the Utah Insurance Department for more than two decades where he served as an examiner, an analyst, and the Chief Analyst.

Dan holds a Bachelor of Science degree in Accounting from Brigham Young University and a Masters in Business Administration from Utah State University. He also holds designations as a Certified Public Accountant, Certified Financial Examiner, and Professional in Insurance Regulation. Dan is an active member of the American Institute of Certified Public Accountants and the Society of Financial Examiners.

Chris Schubert is a consulting actuary with Pinnacle Actuarial Resources in the Atlanta, Georgia, office. He has worked in the property/casualty insurance industry since 2011.

Chris has considerable experience in assignments involving loss reserving, rate filings, funding studies, loss cost projections, captive feasibility studies, captive application reviews and financial examinations. He has contributed on loss reserve analyses involving personal property insurers writing homeowners and dwelling fire coverage, as well as multi-line companies writing medical professional liability, lawyers professional liability, workers’ compensation, commercial property, auto liability and auto physical damage coverage, among others.

Prior to consulting, Chris worked for a leading primary insurance carrier, where he was responsible for setting the loss and expense reserves for their personal automobile liability, motorcycle and umbrella lines of business. He has extensive experience leading discussions with senior management and actuarial leadership regarding the financial state of the company, and the primary factors driving the results. Chris also worked with management on developing business plans to ensure corporate goals were achieved.  

James is a consulting actuary with Pinnacle Actuarial Resources, working in Florida. He began work in the property/casualty insurance industry in 2016. James holds Bachelor of Science degrees in actuarial science and finance from Florida State University in Tallahassee. He serves the Casualty Actuarial Society (CAS) as a member of the University Liaison Committee.

James has experience in assignments involving loss reserving, loss cost projections, funding studies, predictive analytics and ratemaking. He has worked with loss reserve analyses for traditional insurance companies and captive insurers writing personal and commercial property, commercial multi-peril, workers’ compensation, automobile liability, general liability and automobile physical damage coverages.

Corey Neal is the Executive Director of the Florida Insurance Guaranty Association (FIGA).  He is responsible for the day-to-day operations of the Association consistent with the interests of both the insurance industry and the FIGA Act. In Corey's opinion, public trust is fundamental to a stable insurance market, and FIGA's role is to restore policyholder confidence when insurance companies fail. Over the past 18 months under Corey’s leadership, FIGA has handled over 50,000 claims from 11 company insolvencies.

Prior to his current role, Corey worked in a variety of insurance fields. In 2006, he was tapped to help launch an insurance startup named SageSure Insurance Managers, which grew to become one of the largest privately owned MGUs in the United States. At SageSure, he helped design and develop a successful business model as COO that served over 250,000 customers across twelve states. Corey began his insurance career over 20 years ago as the Controller of Citizens Property Insurance Corporation, where he first gained experience managing claim operations. He helped establish Citizens' Catastrophe Claims Center that handled more than 200,000 hurricane claims between 2004 and 2005. Before joining Citizens, Corey worked as an audit manager at Thomas Howell Ferguson, PA, providing financial services to insurance companies, agencies, and third party administrators. 

He holds a Bachelor of Science in Accounting and Finance from Florida State University, and when not working, he enjoys hobby farming and watching baseball.

Since 2007, Brandon has been working with auditing insurance, governmental, not-for-profit, and commercial entities, as well as employee benefit plans. Brandon has extensive experience providing assurance and consulting services to insurance companies and related entities. A graduate of Carson-Newman College with a Bachelor of Science in Accounting, Brandon has specific experience documenting the major transaction cycles for insurance companies, assessing control risk, and design and implementation of the control tests of the premiums, claims, reinsurance, and treasury transaction cycles.

Brandon also has experience related to inventory tracking, observation, and reconciliation. He has provided a range of services which include financial statement audits, internal control studies, agreed-upon procedures, reviews, and compilations. His responsibilities as an auditor consist of planning, fieldwork, and report preparation in the areas of financial and compliance audits.

Catherine began working in public accounting when she joined Thomas Howell Ferguson in January 2015.  Her experience in public accounting includes providing assurance and accounting services. Her industries served include corporate, governmental, insurance, and not-for-profit organizations. The majority of Catherine’s career has been concentrated on serving the insurance and governmental industries.  Her responsibilities consist of engagement planning, performance of fieldwork, internal control testing, and assistance with report preparation.

Catherine has experience in auditing insurance organizations, providing financial statement and compliance audits in accordance with auditing standards, audits of statutory financial statements, reinsurance accounting, reviews, compilations, designing and implementing control tests for insurance companies, compiling quarterly and annual financial statements under a statutory accounting basis, internal control evaluation and analysis, agreed-upon procedures, consulting, technical research and documentation of accounting standards, and performing SOC 1 Type 2 and SOC 2 Type 2 engagements.

Christopher Howell is a CPA specializing in the insurance industry.  In addition, he is one of the leaders of the firm’s insurance practice.

Since 2000, Chris has been providing accounting, auditing, reporting, and consulting services to clients primarily in the insurance industry. His services provided include planning, supervising, and directing multiple audits of insurance companies, their affiliates, and parent companies. In addition, he has provided customized services including internal control advisory services and risk assessments in data privacy. He has also provided services in vendor management and underwriting.

Chris is a member of the American Institute of Certified Public Accountants (AICPA) National Association of Insurance Commissioners (NAIC) Task Force Panel of Experts. This panel helps resolve accounting and reporting issues for insurance entities. The panel also helps review revisions to AICPA Accounting and Auditing Guides.

Chris was previously Vice President and Controller for a start-up multi-line insurance group. There he designed and implemented all accounting and financial reporting mechanisms to facilitate decision-making and comply with financial and regulatory reporting requirements.

In addition to being a CPA, Chris has earned the designation of Certified Internal Auditor (CIA) and Certification in Risk Management Assurance (CRMA) from the Institute of Internal Auditors. He has also earned the Chartered Global Management Accountant (CGMA) designation from the AICPA. Chris has also spoken on Enterprise Risk Management (ERM).