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INSURANCE
ROUNDTABLE
SEPTEMBER 17, 20209 AM - 2 PM EST
2020ANNUAL CONFERENCE
TREASURERSROUNDTABLE.ORG
2020 ANNUAL CONFERENCE September 17, 2020
TABLE OF CONTENTS
Welcome Message .......................................................................... 1
Instructions and Tips ....................................................................... 2
Zoom Participant Guide .................................................................. 4
Agenda at a Glance ......................................................................... 6
Session Descriptions ....................................................................... 8
Presenters Biographies ................................................................. 10
Corporate Sponsors ...................................................................... 17
Network List .................................................................................. 19
Greetings! September 9, 2020 We are excited that you are joining us for the first annual Insurance Roundtable conference. This year’s virtual conference will integrate presentations by thought-provoking industry leaders and opportunities to engage with insurance and risk management peers from across the global development sector. The purpose of this inaugural event is to build a community of engaged insurance and risk management professionals in order to strengthen global development organizations and the communities served. The virtual conference will begin with a Round Robin discussion, where one representative from each organization will be invited to share their top insurance/risk management accomplishment from last year and top challenge to be addressed this coming year. Next, three sessions will focus on the state of the market, specifically property and casualty, accident and health, and professional lines. Then four practicums will dive into risk management, contractual risk transfer, alternative risk transfer, and the practitioner experience. Finally, a community discussion will provide opportunities to share, listen, and engage with one another about interests in this Insurance Roundtable network. Please note that the first session (Round Robin) will be for practitioners only (e.g., NGOs, universities, and foundations). All other sessions will be open to all attendees. Here are a few critical logistical notes for this virtual conference.
Location: Zoom conferencing platform details are provided in Instructions and Tips.
Start & End Time: Attendees will be welcomed in from the waiting room at 8:45 AM (EDT)/ 1:45 PM (BST). Programming will start sharply at 9:00 AM (EDT)/ 2:00 PM (BST) and end at 2:00 PM (EDT)/ 7:00 PM (BST).
Coffee Breaks: See Agenda at a Glance for the timing of two 15-minute coffee breaks. These coffee breaks will be time for open conversation without any prepared presentations.
Conference Helpdesk: Attendees should contact Ji Conn on Zoom or at +1 (213) 379-0077 via WhatsApp. Speakers and Sponsors should contact Stephen Chiu on Zoom or at +1 (202) 531-8154 via
WhatsApp.
Warm regards, Insurance Roundtable Executive Committee Moojan Behziz, Bill & Melinda Gates Foundation Kathryn Powers, World Vision International Stephen Chiu, World Vision International Nancy Votava, University of Notre Dame Sassan Parandeh, ChildFund International
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INSTRUCTIONS AND TIPS
Plan Your Schedule Conference sessions are listed in Eastern Daylight Time (EDT) and British Summer Time (BST).
The main conference room will open 15 minutes before the first session at 8:45 AM (EDT) and 1:45 PM (BST).
The first session will begin at 9:00 AM (EDT) and 2:00 PM (BST).
This conference includes two brief coffee breaks. Please prepare accordingly with food and drink.
Zoom Instructions
Direct Meeting Link for Zoom: https://worldvision.zoom.com/j/93435929539
To join meeting from Zoom.us website, enter the Meeting ID and Password:
o Meeting ID: 934 3592 9539
o Password: IR2020 (case sensitive)
To call with your mobile phone, dial using the toll-free number:
o US toll-free
833 548 0282 US Toll-free
877 853 5257 US Toll-free
Meeting ID: 934 3592 9539
Find your local number: https://worldvision.zoom.com/u/abtiN00rvu
Zoom Meeting Etiquette Mute microphones when others are speaking or presenting.
Turn off webcam when not presenting.
If you unintentionally log off, just rejoin the meeting by clicking the join link in the invitation or use the Meeting ID and Password listed above.
Help Desk Attendee Helpdesk: Ji Conn on Zoom chat or at +1 (213) 379-0077 on WhatsApp
Presenter and Sponsor Helpdesk: Stephen Chiu on Zoom chat or at +1 (202) 531-8154 on WhatsApp
Just In Case All conference-related documents will be accessible at www.treasurersroundtable.org.
If you are only able to connect via phone, information for conference sessions will be online.
In the event of a major technical issue, please standby for further instructions on how to join the conference. Please check the email address used when you originally registered.
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Top Ideas for a Successful Virtual Conference Experience Attend this virtual conferences as if it were an in-person conference.
Set an Out of Office email notification. Reschedule conflicting meetings.
Before the conference, scan the Attendee List to see who is coming, and reach out to those you want to connect with to schedule a time to chat.
During the conference, connect with attendees by using the chat function in Zoom.
Take moments to stand or stretch in order to help increase circulation and boost oxygen to the brain.
Coffee Break Two breaks allow for time to stretch your legs, ask further questions to speakers, or engage with
corporate sponsors and other attendees.
During the breaks, interact with speakers and attendees by using the chat function or nonverbal feedback icons in the Participants panel.
Presentation Questions
If you have questions for the speaker ahead of the conference, please send questions to [email protected].
During the presentation, please feel free to ask questions in the chat box.
All presentations and recordings will be made available on the website after the conference.
Corporate Sponsors Sponsors are organizations at the intersection of global development and insurance and risk
management, and extremely involved in providing critical services and solutions to the global development sector. To learn more about our Corporate Sponsors, please read the Sponsors Overview and corporate brochures, articles, and research reports available at www.treasurersroundtable.org.
Conference Feedback We value your feedback. In efforts to continue to improve your experience, please complete the
conference survey that will be distributed during the final closing session.
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Zoom: Quick guide for participants
Zoom - Participant Quick Guide.docx Page 1 06 March 2020
Set yourself up for success before joining
SET THE STAGE
• Use a computer instead of a mobile device so
you can more easily participate—and it’s
better for your eyes!
• If possible, use a wired (LAN) connection for
your computer instead of WiFi.
• Close all unnecessary apps, especially those
with popups.
• Join the meeting early!
SOUND CHECK
• Use a headset to
reduce background
noise.
KEYBOARD SHORTCUTS
• ALT+A: Mute/unmute
• Space bar: Push to talk
(temporarily mute/unmute)
• ALT+V: Start/stop video
• ALT+F: Enter/exit full
screen
• ALT+H: Display/hide chat
• ALT+U: Display/hide
Participants panel
https://support.zoom.us/hc/en-
us/articles/205683899-Hot-Keys-and-
Keyboard-Shortcuts-for-Zoom
MEETING ETIQUETTE
Mute your microphone
when others are
presenting/speaking.
Turn off webcam video
unless asked to share it.
Get ready to meet
JOIN THE MEETING—AND THE MEETING AUDIO
1. Click the join link in the meeting invitation or message you received.
2. First time in a Zoom meeting? Install the app when prompted or choose the
option to join from your browser if you want to avoid an install.
3. Choose the least expensive audio option that works for you:
Computer Audio (recommended)
Phone Call (call in with phone)
Call Me (meeting calls you)
Go here to find out how much your audio choice costs the meeting’s host.
KNOW YOUR OPTIONS
Use the meeting toolbar at the bottom of the screen to control your actions:
SETTLE IN
• Make sure your audio works. Click the audio settings caret in
the meeting toolbar and then Test Speaker & Microphone.
• Be clear who you are. Change your display name as needed by hovering
over your name in the Participants panel and clicking Rename.
CHANGE YOUR VIEW
Look in the upper right:
Anchor the floating panels
(Participants, Chat) by clicking
Exit Full Screen. Then on the
panel, click … or More >
Merge to meeting window.
mute/unmute
start/stop webcam
video settings
view list of attendees
rename yourself
give nonverbal feedback
share meeting link share content
chat with others
leave
audio settings
4
Zoom: Quick guide for participants
Zoom - Participant Quick Guide.docx Page 2 06 March 2020
UNINTENTIONAL EXIT?
Don’t worry—just rejoin the
meeting by clicking its join link in
the invitation or message that
you were sent for the meeting.
NONVERBAL FEEDBACK
Give the presenter instant feedback
and respond to questions by using the
nonverbal feedback icons in the
Participants panel.
CHAT
Use the chat to engage with the host,
presenter, and your fellow participants.
Stay on topic. Ask questions relevant to
the presentations or discussions.
Send public messages to Everyone.
Click on a person’s name in blue to
send them a private message.
ANNOTATION
When encouraged by the presenter, use the
annotation tools to write or draw right on the
screen. Great for brainstorming and for providing
anonymous feedback!
To open the annotation toolbar, either:
• Click Annotate or More… > Annotate in the meeting toolbar at
the bottom of your screen.
• Click View options > Annotate in the top dropdown toolbar.
Click the when you want to stop annotating.
BREAKOUT!
Breakout rooms let you have separate sub-meetings within a Zoom meeting.
After the host sends you to your rooms, room attendees can collaborate
just like in the main meeting. Click Ask for Help if you need assistance.
Make sure someone saves your room’s work before returning to the main
meeting so your group can share it with everyone else.
Use Zoom’s fun-ctionality WAYS TO MUTE/UNMUTE
Mute button in the
meeting toolbar
Mute button next to your
name in the Participants
panel
Keyboard: CTRL + A
Push to talk by using your
keyboard’s space bar.
If wearing a headset,
check its mute/unmute.
WEBCAM TIPS
• Turn on the lights!
• Position your webcam at, or
slightly above, eye level.
• Make eye contact—look at
your webcam often.
• Use your usual gestures and
mannerisms.
AUDIO ISSUES?
No need to
leave the
meeting. Just
switch to
another audio
option!
5
AGENDA AT A GLANCE
THURSDAY, SEPTEMBER 17, 2020
9:00 AM – 9:10 AM EDT 2:00 PM – 2:10 PM BST
Welcome & Opening Remarks Presenter: Kathryn Powers, World Vision International
9:10 AM – 10:10 AM EDT 2:10 PM – 3:10 PM BST
Round Robin Community Discussion Facilitator: Moojan Behziz, Bill & Melinda Gates Foundation
10:10 AM – 10:25 AM EDT 3:10 PM – 3:25 PM BST
Coffee Break
10:25 AM – 10:55 AM EDT 3:25 PM – 3:55 PM BST
State of the Market: Property and Casualty Presenter: Nick Robson, Marsh JLT Specialties
10:55 AM – 11:25 AM EDT 3:55 PM – 4:25 PM BST
State of the Market: Accident, Healthy and Travel Security Risks 2020 Presenters: Sam Aiken & Ashley Coles, Price Forbes
11:25 AM – 11:55 AM EDT 4:25 PM – 4:55 PM BST
State of the Market: Professional Lines Presenter: Andrew Rowling, CAC Specialty
11:55 PM – 12:10 PM EDT 4:55 PM – 5:10 PM BST
Coffee Break
12:10 PM – 12:40 PM EDT 5:10 PM – 5:40 PM BST
Practicum A: Risk Management in the Age of Black Swans Presenter: Chris Mandel, Sedgwick Institute
12:40 PM – 12:55 PM EDT 5:40 PM – 5:55 PM BST
Practicum B: Contractual Risk Transfer – The What, Whys, and Hows You Need to Know Presenter: Caren Huminski, AHT Insurance
12:55 PM – 1:10 PM EDT 5:55 PM – 6:10 PM BST
Practicum C: Alternative Risk Transfer – More Than Music, ART May Reclaim Dollars for Mission Long-Term
Presenter: Peter Persuitti, Gallagher
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1:10 PM – 1:25 PM EDT 6:10 PM – 6:25 PM BST
Practicum D: Practitioner Experience Presenter: David Wakiaga, United Nations World Food Programme
1:25 PM – 1:55 PM EDT 6:25 PM – 6:55 PM BST
Community Discussion Facilitator: Gary Nesbit, Young Life
1:55 PM – 2:00 PM EDT 6:55 PM – 7:00 PM BST
Closing Remarks & Adjournment Presenter: Kathryn Powers, World Vision International
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SESSION DESCRIPTIONS
WELCOME & OPENING REMARKS Kathryn Powers, World Vision International 9:00 AM – 9:10 AM EDT | 2:00 PM – 2:10 PM BST In this introductory session, Kathryn will provide an overview of the Insurance Roundtable, appreciate our corporate sponsors, and present conference themes, sessions, and speakers. ROUND ROBIN COMMUNITY DISCUSSION Moojan Behziz, Bill & Melinda Gates Foundation 9:10 AM – 10:10 AM EDT | 2:10 PM – 3:10 PM BST This session provides an opportunity to meet insurance/risk management peers from other organizations and to learn about top insurance/risk management issues faced within the global development and higher education sectors. Moojan will moderate this community conversation and invite one organization representation to share their top accomplishment addressed over the past year and top challenge to be addressed over this coming year. COFFEE BREAK 10:10 AM – 10:25 AM EDT | 3:10 PM – 3:25 PM BST This brief session allows for further open conversation and a refreshment break. STATE OF THE MARKET: PROPERTY AND CASUALTY Nick Robson, Marsh JLT Specialty 10:25 AM – 10:55 AM EDT | 3:25 PM – 3:55 PM BST The effects of COVID-19 have resulted in unprecedented stresses on the global insurance market, accelerating some trends already underway and adding downward pressure on sovereign credit
ratings around the world. In this session, Nick Robson will address some of the financial underpinnings of the current market, expanding on Moody's and Marsh data, and share his thoughts on the impacts this may have in the future. STATE OF THE MARKET: ACCIDENT, HEALTH, AND TRAVEL SECURITY RISKS 2020 Sam Aiken and Ashley Coates, Price Forbes 10:55 AM – 11:25 AM EDT | 3:55 PM – 4:25 PM BST COVID-19 has shaken up the travel and security risk insurance market as insurers with significant exposure to business interruption claims are scrambling to respond. The Financial Times predicts that COVID-19 is doubling select insurance prices. As insurers limit balance sheet damage to prevent future losses, underwriters grow more stringent by examining losses, safety records, financials, and client risk management processes. Sam and Ashley will discuss the impact of insurance covers like business, travel accident, and evacuation on global development organizations with significant international travel exposures. STATE OF THE MARKET: PROFESSIONAL LINES Andrew Rowling, CAC Specialty 11:25 AM – 11:55 PM EDT | 4:25 PM –4:55 PM BST Global insurance premiums are on the rise and the general consensus is that Directors & Officers Liability and related Management and Professional Liability lines are leading the way. In this session, Andrew will discuss the current state of the Management and Professional Lines marketplace, the factors driving the current environment, and strategies to help affect a positive outcome at renewal time.
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COFFEE BREAK 11:55 PM – 12:10 PM EDT | 4:55 PM – 5:10 PM BST This brief session allows for further open conversation and a refreshment break. PRACTICUM A: RISK MANAGEMENT IN THE AGE OF BLACK SWANS Chris Mandel, Sedgwick 12:10 PM – 12:40 PM EDT | 5:10 PM – 5:40 PM BST This session will cover the five core elements of how risk may be managed effectively in this age of the increasingly unpredictable and will include the impact of COVID-19 in its six months of life. Chris will provide attendees with a better understanding of the connection between risk, performance outcomes, and long-term success.
PRACTICUM B: CONTRACTUAL RISK TRANSFER – THE WHAT, WHYS, AND HOWS YOU NEED TO KNOW Caren Huminski, AHT Insurance 12:40 PM – 12:55 PM EDT | 5:40 PM - 5:55 PM BST
This session will introduce the concept of contractual risk transfer and how insurance plays a vital role in its effective implementation. Caren will discuss what is contractual risk transfer, where it is included in contracts, why it is important, and how one implements it within an organization. PRACTICUM C: ALTERNATIVE RISK TRANSFER – MORE THAN MUSIC, ART MAY RECLAIM DOLLARS FOR MISSION LONG-TERM Peter Persuitti, Gallagher 12:55 PM – 1:10 PM EDT | 5:55 PM – 6:10 PM BST Given difficult market conditions, more organizations are questioning their dependency on carriers and rising fixed costs. Given today’s risk financing advancements and analytics, alternative
risk transfer is an option for individuals or groups of global development organizations. Peter will explore a portfolio and unbundled approach to alternative risk transfer. PRACTICUM D: PRACTITIONER EXPERIENCE David Wakiaga, UN World Food Programme 1:10 PM – 1:25 PM EDT | 6:10 PM – 6:25 PM BST
This session will cover two topics critical to global development organizations. First, from his in depth experience with the World Food Programme's Humanitarian Air Service (UNHAS), David will discuss risk mitigation for non-owned aircraft covering various insurances in place and other transfer mechanisms. Next, David will provide an overview of World Food Programme's risk transfer and retention practices and procedures, sharing how they place insurances and how they treat risks that cannot be transferred to commercial insurers.
COMMUNITY DISCUSSION Gary Nesbit, Young Life 1:25 PM – 1:55 PM EDT | 6:25 PM – 6:55 PM BST
In this final discussion, Gary will facilitate a group discussion to interact around key questions raised over the course of the day, topics of interest for further education/discussion in future webinars, and valuable ways for this community to collaborate and engage over the year. CLOSING REMARKS & ADJOURNMENT Kathryn Powers, World Vision International 1:55 PM – 2:00 PM EDT | 6:55 PM – 7:00 PM BST
During these final moments, Kathryn will wrap up the conference, highlighting key takeaways, appreciating corporate sponsors, gathering feedback, and reflecting on future topics for discussion.
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PRESENTER BIOGRAPHIES Sam Aiken
Executive Director, Security Risks Price Forbes [email protected] Prior to joining Price Forbes, Sam was the Business Unit Head for JLT Specialty’s Kidnap, Ransom and Extortion Team. In this role, he was responsible for the management of a global, highly specialist security risks broking and advisory team, providing technical knowledge and deep understanding of corporate crisis management and assisting a broad range of corporate and consumer clients with risk transfer solutions for emerging and
conventional security perils via indemnity. Now, Sam is focused on client risk advisory and placement of North American risks including services across the high-risk travel, political risk, political violence, terrorism, non-medical evacuation and reputation/crisis management sectors. He also has worked in business, as Director of Risk Management for a US capacity development company, working from Kabul, Afghanistan and prior to that served as an officer in the British Army with the Parachute Regiment. Sam has over fifteen years of experience managing high threat risk in hostile environments across both the commercial and military sectors and holds a degree in Politics, History and International Relations.
Moojan Behziz Senior Advisor Treasury & Insurance Bill & Melinda Gates Foundation [email protected] Moojan Behziz is responsible for Treasury at the Bill & Melinda Gates Foundation where she works primarily on global banking and insurance. She started her career at PWC, responsible for tax preparation of tax-exempt organizations. Following her work with PWC, Moojan spent 13 years at Amgen, Inc. and held positions of increasing responsibility mainly within global treasury, which included cash management, capital planning, interest
rate and foreign exchange risk management, and corporate insurance. Prior to joining the Bill & Melinda Gates Foundation, Moojan was the Assistant Treasurer for Wesco Aircraft, responsible for M&A treasury integration, cash operations, and debt restructuring. She earned her M.B.A. in Financial Planning in 2009 from California Lutheran University and holds dual Bachelor of Science degrees from George Mason University in Accounting and Management Information Systems/Decision Sciences. Moojan resides in Sammamish with her husband and two children.
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Stephen Chiu Director, Global Treasury World Vision International [email protected] Stephen Chiu is the Director of Global Treasury at World Vision International, leading strategic initiatives that enhance treasury, insurance, and risk management across the global development sector. Previously at World Vision, Stephen held roles as Senior Strategic Advisor for Public-Private Partnerships, designing global collaborations between corporations,
governments, and NGOs; and Senior Finance Officer, overseeing financial management of 175 projects in 36 countries. Prior to World Vision, he served in Corporate Strategy at Fannie Mae; Private Client Services at Lehman Brothers; and Management Consulting at PricewaterhouseCoopers and Perot Systems. Stephen received an M.B.A. at U.C. Berkeley’s Haas School of Business and an A.B. from Harvard College. He recently served on the Association for Financial Professionals’ Conference Planning Task Force and Pinnacle Award Committee, and received his CTP designation in 2014.
Ashley Coles Director, Security Risks Price Forbes [email protected] Ashley began his career as a Kidnap and Ransom Underwriter at Hiscox Guernsey focusing on Latin American Family Kidnap and Ransom Insurance. Latterly Ashley specialized in Maritime Piracy programs at Hiscox before joining Jardine Lloyd Thompson in London as a Security Risks broker focusing on Emergency Evacuation and Security Risks in the Asia Pacific region. In 2014, Ashley was stationed in Hong Kong for 5 years where he was
responsible for opening the first dedicated Security Risks desk in Asia. Here his remit was to support clients in challenging environments across a range of insurance solutions including Emergency Evacuation, Kidnap and Ransom, High Risk Personal Accident, Cyber and Recall Risks. Following his return to the UK Ashley joined Price Forbes as a Director in the Security Risks Practice where he assists clients from small and medium enterprises to blue chip Fortune 500 companies in constructing robust Security Risks coverages. His focus remains on Asia and up until recently was stationed in Malaysia however continues to support the business globally. Ashley holds Politics and French degrees from the University of Bath.
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Caren Huminski, CPCU, RPLU Vice President, Client Services & Practice Leader, International Aid & Development Organizations AHT Insurance [email protected] Caren Huminski is the Practice Leader for AHT’s International Aid & Development Organization (IADO) Practice as well as a Vice President of Client Services. In her role, Caren designs and implements solutions that promote the best insurance and risk management outcomes for AHT’s IADO
and Nonprofit clients. In doing so, Caren routinely engages in strategic planning and design of US and International insurance programs, developing carrier and partner relationships, negotiating policy placements, review and analysis of policy language, design and implementation of risk management initiatives/programs, claims review and loss control services. Caren joined AHT in 2014 after developing a broad base of insurance experience as a senior underwriter for Management Liability, Errors & Omissions and Kidnap, Ransom & Extortion. Her focus included working with nonprofit, for-profit and publicly-traded companies.
Chris Mandel, RIMS-CRMP SVP & Director Sedgwick Institute [email protected] Christopher E. Mandel is SVP, Strategic Solutions for Sedgwick, Inc. and the Director of the Sedgwick Institute. He also is the founder, President and Managing Consultant of Excellence in Risk Management, LLC, an Adjunct Professor at Florida State and George Mason Universities (GMU), and a member of the CRO Executive Development Program Advisory Council at
GMU. Chris has more than 30 years of leadership positions and accomplishments in large corporate global risk management. He currently holds various board or advisory appointments to various industry related organizations. He was a key leader in the Risk Management Society including president, elected a founding member of Risk Who’s Who in 2008, was named Risk Manager of the Year, and received the Goodell Award for lifetime achievement (2016), RIMS highest honor. He is recognized by his peers as a thought leader in ERM and related disciplines and has had continuously running columns in the trade press since 1996. Chris received his B.S. in Business Management from Virginia Polytechnic Institute and State University and a M.B.A. in Finance from George Mason University. Between these university programs, he was conferred numerous designations including RIMS-CRMP, CPCU, ARME and Certified Trainer in ISO31000. He is a frequent industry speaker and author, contributes to the "Risk Insider" column for Risk & Insurance magazine, and writes in the "Claims Management" Column for IRMI. He resides with his wife Mary Anne in greater Nashville, Music City, USA.
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Gary Nesbit Senior Director of Risk Management Young Life [email protected] Gary Nesbit has been the Senior Director of Risk Management at Young Life since 2015. He is responsible for safety, claims, litigation, and insurance for the various international operations of Young Life. Gary was elected to the RIMS International Board of Directors in 2019. Prior to joining Young Life, he was the Director of Risk Management for Advance Auto Parts, Belk Department Stores, Kohl’s Department Stores, Buffets, Inc., and held various positions at St. Paul Insurance Companies including the Director of Risk
Management Services for National Accounts and National Programs. Gary has previously been the Vice Chair of the Risk & Insurance Society’s (RIMS) International Committee and twice has served as the Chair of the RIMS Conference Programming Committee. Currently he is a member of the ANSI Z15.1 Safe Practices for Motor Vehicle Operations standard. During his career, Gary has earned the following designations: Chartered Property Casualty Underwriter, Certified Safety Professional; Associate in Risk Management; Associate in Claims Management; Associate in Loss Control; and Senior Professional in Human Resources.
Sassan Cyrus Parandeh Treasurer ChildFund International [email protected] Sassan Cyrus Parandeh is the Treasurer of ChildFund International, an international child development organization. During his tenure he volunteered to serve as ChildFund’s Country Director in Kenya where he oversaw the welfare of 1,200,000 children. While there, Sassan used his Treasury expertise to introduce the first ever large-scale institutional use of mobile-money. This technology provided financial services to regions of the
world that were previously “unbanked.” For this, ChildFund won the 2014 Grand Pinnacle Award from the Association for Financial Professionals. Sassan also is a regular contributor to the AFP Exchange Magazine and the Global Treasury blog “gtnews.” He has been published extensively in academic peer reviewed journals such as The Journal of Business Continuity and The Journal of Corporate Treasury Management. He is quoted frequently in the Wall Street Journal and the Economist’s Treasury Perspectives Magazine. In June 2018, he was aired on the BBC’s Storyworks. Sassan is a Certified Treasury Professional (CTP) with global experience from Dole Food Company, Litton Industries Inc., The City of Long Beach in California, and Platinum Equity LLC. He has a Master of Business Administration (MBA) degree from Loyola Marymount University in Los Angeles, and possesses a Master of Public Administration (MPA), as well as a bachelor’s degree in Mathematical Economics from California State University, Long Beach.
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Peter Persuitti Managing Director, Nonprofit and Religious Practices Gallagher [email protected] Peter Persuitti is the thought leader of Gallagher’s Global Religious Practice, working internally with hundreds of consultants and brokers in providing specialized financial services (P&C, Alternative Risk Financing, Benefits, Risk Management, ERM, Human Resource Compensation & Consulting, Fiduciary Advising, Online Training program development, Appraisals, Inspections,
Claims Administration including moral misconduct) and externally with the various segments that Gallagher serves – human services, denominations, NGOs, missionaries, affordable housing, cultural institutions, and associations. After pursuing advanced degrees in Classics and teaching and administrating in boarding schools, he moved from the non-profit side to the corporate side advocating for non-profits, working first in reinsurance and now in brokerage. He is a champion of technology, working for a period for Ross Perot of EDS and as an engineering university Dean, and was instrumental in the formation of Virtus® (www.virtus.org) while he was leading MunichRe’s non-profit team. He is a co-creator of “Common Ground” and “Convocation”, two global gatherings that foster collaboration and networking among peers of non-profits.
Kathryn Powers Global Treasurer World Vision International [email protected] Kathryn Powers is the Global Treasurer of World Vision International (WVI), a Christian relief, development, and advocacy organization with revenues of $2.7 billion and operations in nearly 100 countries. Kathryn joined WVI in 2006 and has led the organization through the process of globalizing treasury and insurance including the development of services, policies and standards as well as implementing and leveraging technology. Before joining WVI,
Kathryn held numerous treasury positions at AT&T, Lucent Technologies, and EDS. Kathryn holds an MBA from the University of Chicago. Prior to graduate school, Kathryn served in the financial and administrative management of rural “bush” health clinics as well as a medical facility in Blantyre, Malawi.
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Nick Robson Global Specialty Head Marsh JLT Specialty [email protected] Nick Robson is the Global Head of Credit Specialties (Trade Credit Insurance, Political Risk & Structured Credit, Surety and Financial Risk Products) for Marsh JLT Specialty. Nick has worked in credit, surety, security and political risk and insurance for nearly 30 years, the last 27 years for JLT / Marsh JLT. He began his career in London, and was based in Asia from 1996-2003, where
he founded JLT’s CS business. Nick moved to NYC in 2018 from where he has led the JLT, and now Marsh JLT, Credit Specialties business. His specialist insurance knowledge covers political, structured credit, trade credit, surety, security risk, contingency and alternative risk solutions. He also has extensive experience of developing strategic plans for key clients. In this capacity, he has worked with, among others, financial institutions, trading companies, industrial and infrastructure groups and public agencies in every region of the world.
Andrew Rowling Vice President – Financial Lines Practice CAC Specialty [email protected] Andrew is a Vice President at CAC Specialty with 14 years of insurance brokerage experience. Andrew began his career the insurance industry at the recommendation of his father who recently retired after 45 years as a property underwriter in the Lloyd’s marketplace. While Andrew spent his first four years in the industry working on Property & Casualty business with
Brown & Brown in Louisiana, the past ten years have been based in Denver exclusively focused on Directors’ & Officers’ Liability, Errors & Omissions, Employment Practices Liability, Fiduciary Liability, Crime and Kidnap, Ransom & Extortion insurance programs on behalf of his clients. He joined CAC Specialty in September of 2019. Andrew was a Vice President within JLT’s Financial Lines Group from 2017 to 2019 where he was responsible for leading the private/non-profit team’s national practice. Prior to JLT, Andrew spent five years with Lockton (Denver) within their Financial Services division as a team lead. Andrew was born and raised in the suburbs of London but now lives in Littleton, CO with his wife and three children.
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Nancy Votava, CTP Treasury Manager University of Notre Dame [email protected] Nancy Votava is the Treasury Manager in the Office of Treasury Services at the University of Notre Dame, a leading undergraduate teaching institution at the forefront in research and scholarship, rooted in its Catholic identity. Notre Dame has a total operating budget of $1.7 billion, including global operations for study abroad programs and global gateways that serve
as launching pads for students and faculty collaboration with other universities, governments, and research centers. Nancy joined Notre Dame in 1998 and has led the organization on implementing strategic initiatives that create efficiencies, save money, improve controls and promote sustainability. Many projects focus on technology solutions and process automation, strengthening of internal controls & oversight, and maximizing cash flow while meeting the needs of the university departments and its customers. She also manages the university’s domestic and international bank relationships and the treasury products and services they provide to the university. She is a Certified Treasury Professional (CTP), and is active with the Association for Financial Professionals (AFP), the Big Ten Treasury Managers Group, Global Development Organization’s Treasurers Roundtable, and the Treasury Institute for Higher Education. Before joining Notre Dame, Nancy was a Finance major in the College of Business Administration at the University of Notre Dame, and held positions in Commercial Lending and Cash Management at 1st Source Bank.
David Wakiaga Director, Operational Risk Mitigation Service United Nations World Food Programme [email protected] David Wakiaga is the Director of Operational Risk Mitigation Services at the United Nations World Food Programme based at its headquarters in Rome. In this role, David oversees the management of the organization’s corporate non-medical insurances and other risk retentions solutions. Prior to this role, David has worked for World Food Programme in a number of country offices and
headquarters mainly in the area of supply chain.
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CORPORATE SPONSORS
www.ahtins.com AHT Insurance is an insurance brokerage and consulting firm offering property and casualty, employee benefits, retirement, private client and international services for clients throughout the United States and 100+ other countries. Supporting numerous industries and boasting national recognition in international development, technology, manufacturing, government contracting and nonprofit practice areas, AHT offers clients highly customized solutions to identify and help mitigate risks they may face. As an employee owned firm, AHT’s professionals have the stability and latitude to put clients’ needs first and focus on what they do best – providing best-in-class service and solutions. AHT has a dedicated practice for International Development Organizations. A core component of the practice revolves around international travel risk management and duty of care to help organizations prepare for risks related to people working in environments across the globe. As part of their specialization, AHT employs a former NGO Security & Operations director to help clients with non-insurance risk management such as identification and mitigation key operational risks. Mike Kelly Senior Vice President and Risk Advisor [email protected] Caren Huminski International Development Practice Leader [email protected] Joe Gleason Director of Risk Management [email protected]
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www.marsh.com Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and survive. We provide industry-focused consulting, brokerage, and claims advocacy services, and leverage data, technology, and analytics to help reduce our clients’ total cost of risk. Michael J. Rastigue III Senior Vice President, Property and Casualty Division Marsh [email protected] Gayle Jacobs Vice President, Political Risk and Structured Credit Marsh JLT Speciality [email protected]
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2020 ANNUAL CONFERENCE September 17, 2020
NETWORK LIST
PRACTITIONERS ACDI/VOCA ADRA Arabella Advisors Bill & Melinda Gates Foundation Boston University CARE Catholic Relief Services ChildFund International Compassion International Cornell University Corus International International AIDS Vaccine Initiative International Fellowship of Evangelical Students International Medical Corps International Water Management Institute Iowa State University Latin Link Mercy Corps New York University North Carolina State University Oxfam Great Britain Plan International Rotary International
Rutgers University Save the Children Stanford University The Global Fund to Fight AIDS, Tuberculosis and Malaria The Henry M. Jackson Foundation for the Advancement of Military Medicine, Inc. The University of Chicago University of California Los Angeles University of Chicago University of Notre Dame University of Pennsylvania
PROVIDERS
AHT Insurance CAC Specialty Gallagher Marsh JLT Specialties Price Forbes Sedgwick Institute United Bank for Africa
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