February 2024

Mr. Boren has over 20 years of experience in financial services and healthcare industry. He is an insurance expert serving healthcare agents and brokers, payors, reinsurers, property and casualty companies and insurance technology startups. Phil is currently the deputy leader of EY’s national technology enabled insurers network focusing on current and future technology innovators. He […]

Mr. Liermann has over ten years of experience advising and auditing P&C insurance companies, including expertise with Solvency II, IFRS17, GAAP audits and actuarial processes. Matthias has led various actuarial audit engagements both on IFRS and GAAP. He has performed and led independent reserve reviews for European P&C insurers, for long-tail business and has experience

Ms. Anderson has over 20 years of industry experience. In her current role, Cassandra supports the operations of the association and is responsible for its public affairs and public relations efforts. She serves as public information officer and plays a key role in NYIA’s advocacy, communications, and education programs. She is a lobbyist before the

Mr. Ocasal has over 20 years of experience. As head of the US International Insurance group, Chris provides planning and transactional advice on transactions to US multinationals with international operations and foreign multinationals with US operations. Chris represents clients on tax controversy matters involving cross-border issues and transactions. He has extensive experience structuring cross-border investments

Dr. Owsley has over ten years of experience in advising multinational financial services companies regarding their international tax issues. John works with companies providing advisory, planning, structuring, and transactional services to US multinationals with international operations and foreign multinationals with US operations. He advises on the US international tax aspects of structuring international reorganizations, cross-border

Mr. Holland has over 20 years of experience in international tax serving large, multinational clients in the financial services industry. He has been involved in numerous areas of international tax planning for financial services clients and serves many of EY’s largest multinational financial services clients. Eddie advises clients on the implications of US tax reform

Ms. Gomard has over 15 years of experience in financial services.  She is now in charge of coordinating the development of the sustainable finance and climate change service offerings for Mazars Group. Phuong has advised financial institutions in the UK and across Europe on the implementation of prudential regulations and risks standards including on climate

Mr. Doane has over 20 years of experience in cybersecurity and software services.  He has built, operated, and managed security operations services that integrate and leverage leading security technology platforms with business and security processes. Ben led a project converging a leading cloud platform with a big dataset for the purpose of security analysis for

Ms. Chen has over 12 years of experience in the financial services sector serving insurance, banking and asset management clients. She has an extensive background in advising clients with the implementation of changes in accounting standards, as well as finance functions and considerations for data and reporting processes. More recently, Amy has worked with clients