Wendy Flanagan

Mr. Restrepo has over 18 years of experience in providing tax services to family offices, working closely with high-net-worth individuals and their trusts and estates. Diego focuses on advising family businesses and their owners on how to grow and preserve their wealth, while dealing with the complex issues within income tax. Formerly, Diego was with […]

Ms. Chin has over 16 years of experience providing tax advisory and compliance services to individual and family office clients. She, in particular, has vast experience in the hedge fund and private equity industries. Jia manages the high net worth individual and family office and private client services practice in New York City.  She also

Ms. Cannan has over 20 years of experience in insurance research. As a subject matter specialist for the insurance industry, Michelle produces thoughtware on current and future industry trends, including strategies and solutions for our clients. Michelle has authored several papers most recently include, “Financial inclusion and the underserved life insurance market, part two: Closing

Mr. Hansen is an experienced employee benefits executive with a dynamic professional background that includes: an employee benefits associate attorney at a multinational law firm; senior Capitol Hill staffer; manager of employee benefit plans for a Fortune 200 company; and a public policy advocate at the federal, state and local levels for large employers in

Mr. Murawski has over 5 years of consulting experience in the insurance industry. Steve’s focus is on providing advisory and consulting services that span across finance, accounting, and reinsurance departments. Steve has been the IFRS 17 Program Manager for QBE North America since October 2021, overseeing the implementation and supporting the IFRS 17 team as

Ms. Patrik has extensive experience leading teams for some of PwC’s largest P&C clients with global (re)insurance operations, under both audit and advisory engagements.  She brings broad-based perspectives on the insurance market, operational governance, and accounting transformation. In particular, Lela has extensive experience with IFRS 17, working hand-in-hand with her clients on implementation strategy, technical

Ms. Porreca has over 20 years of experience in financial services.  She is a motivational change agent, who is responsible for fostering behavioral change within her organization to reimagine the finance function of the future. Maria’s vision is to institutionalize new ways of working to encourage and build greater collaboration, inclusivity and belonging that result

Mr. Demetz is CFO of the Americas region for SCOR, with oversight of the regional CFOs for US P&C, Canada, and Brazil. Clem joined SCOR in 2013 as vice president of finance. He was named chief accounting officer in 2018 and Deputy CFO in 2020. In his roles, he oversaw the P&C finance organization and

Mr. Rold has 10 years of  industry experience with roles in FP&A, sales and business development, and functional operations management experience to his consulting role.  He focuses on integrating systems, people, and processes to drive transformational capabilities into supporting strategic and tactical decision making. In eight years of performing management consulting, Ethan has worked across

Mr. Pilch has over 20 years of experience including 15 years of functional experience working in the insurance industry.  Mike brings a wealth of knowledge in solutioning for his clients and solving for complex issues in order to deliver business outcomes. He is focused on helping clients to improve productivity and performance across the enterprise