August 2025

Gary Schuldt

Schuldt – VP, Jencap Group LLC

Gary Schuldt has a strong foundation in small business operations and a growing career in insurance. He brings a unique blend of entrepreneurial grit and industry expertise. Gary’s professional journey began in a family business, established in 1947, which he successfully ran for over a decade before its sale. Starting in insurance, he worked his […]

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Kyle Casey

Casey – Underwriting Team Leader, NY Metro Branch, Greater New York Insurance Companies

Kyle Casey has over seven years of experience in insurance. Currently Kyle is responsible for managing a team of underwriters with a direct written premium of over $100M. He joined GNY in July of 2016 after graduating college and entering as a junior underwriter working his way into a team leader role. He is responsible

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Max Heintel

Heintel – Manager, Finance, Technology and Strategy, KPMG LLP

Max Heintel has over 7 years of experience in finance, implementing the financial modules of Workday Cloud ERP for large enterprises. Max leads end-to-end financial transformations, guiding clients from visioning to system design to cutover and post go-live support. Max earned a BSBA in accounting from The Ohio State University. He earned multiple Workday certifications. Connect

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Will Koester

Koester – Manager Finance, Technology & Strategy, KPMG LLP

Will Koester has over six years of experience spanning M&A consulting and ERP/EPM implementations, he brings a unique perspective to the future of finance. He specializes in finance transformation within the financial services sector. His background includes deal structuring and negotiation, coupled with leading large-scale technology implementations, specifically within Workday. Currently, Will champions KPMG’s internal

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Insurance Regulatory Issues – a View from an Insurance Commissioner

Caldwell NJ — August 19, 2025 – Insurance commissioners today confront a range of complex challenges that shape the marketplace from climate risk and cybersecurity threats to the evolving role of artificial intelligence. Join us at the SIFM Annual Conference to explore the pressing issues transforming insurance regulation. Michael Humphreys, the Pennsylvania Insurance Department Commissioner, will

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Michael Humphreys

Humphreys – Commissioner, Pennsylvania Insurance Department

Michael Humphreys has over 20 years of experience with the insurance sector from a regulatory perspective. He is charged with the responsibility of regulating the Commonwealth of Pennsylvania’s insurance marketplace, overseeing licensed agents and insurance professionals, monitoring the financial landscape of companies doing business in Pennsylvania, educating consumers, and ensuring residents are treated fairly. Michael

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Finance at the Helm: Executive Perspectives

Caldwell NJ — August 11, 2025 – As the property and casualty insurance landscape undergoes dynamic shifts – from softening market conditions to accelerating finance transformation – C-suite finance leaders are increasingly central to steering strategy, risk management, and operational resilience. This panel brings together senior finance executives from carriers, MGAs and brokers to share their

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Steve Davis

Davis – Insurance Industry Team Lead, Stradley Ronon Stevens & Young LLP

Steven Davis has over 30 years of experience representing international, national, and regional insurers, reinsurers and intermediaries in all lines. He is nationally recognized for his counsel in insurance coverage, transactional and regulatory matters. Steve provides counsel in a wide array of insurance and reinsurance transactional, compliance and enforcement matters. He is a go-to resource

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Alexis Muench

Muench – CFO, Mutual Capital Holdings and President & CEO, Mutual Capital Solutions

Alexis Muench has over 15 years of experience in finance and accounting focusing on operational excellence and strategic growth. Alexis oversees the financial operations, strategy, and growth of both companies, which provide a range of insurance and investment products and services to clients across the country. Alexis has a proven track record of improving financial

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Turning Complaints into Intelligence: Smarter Fraud Detection & Improved Customer Experience

Caldwell NJ — August 5, 2025 – In today’s insurance landscape, customer complaints are often treated as compliance obligations. Driven by burdensome rules and requirements, companies may design their complaints management programs to suit the needs of a check-the-box exercise. At this year’s SIFM Annual Conference 2025, taking place at the Borgata Hotel and Casino in

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