Speaker

Arthur Burkard

Burkard – Managing Director, Tax Services, Grant Thornton LLP

Mr. Burkard specializes in all areas of state and local taxation with an emphasis on multi-state corporate income/franchise tax as well as sales and transactions taxes for diverse client groups including insurance, financial services, construction, retail, and technology. Art has experience reducing companies’ effective tax rates through planning and restructurings, conducting due diligence reviews, identifying

Burkard – Managing Director, Tax Services, Grant Thornton LLP Read More »

Hal Bellovin

Bellovin – Managing Director, Human Capital Services National Leader for Employment Tax, Grant Thornton LLP

Mr. Bellovin has over 20 years of experience in employment and payroll tax matters. He has worked for a broad range of clients in various industries and has vast experience with diverse aspects of employment tax including global payroll operational reviews, employment tax refund review projects, the creation of payroll accounts for global organizations, payroll

Bellovin – Managing Director, Human Capital Services National Leader for Employment Tax, Grant Thornton LLP Read More »

Yelena La Forgia

La Forgia – Chief Financial Officer

Yelena La Forgia has over 20 years of substantial experience in the insurance industry in various finance, transformation and audit roles. Yelena was most recently responsible for leading the US entities and the insurance segment, shaping organizational vision and strategy across finance, while partnering with the business to provide strategic guidance and drive business efficiencies

La Forgia – Chief Financial Officer Read More »

Marina Barg

Barg – Senior VP and Head of Claims, W.R. Berkley Corporation

Ms. Barg has 25 years of experience in insurance and law. Currently, she oversees complex claims related matters and strategic initiatives arising out of multitude of Berkley companies. Marina has held various increasingly senior roles in major global insurance companies, including AIG, Starr Companies, the Navigator Group, and the Hartford. She was an attorney for

Barg – Senior VP and Head of Claims, W.R. Berkley Corporation Read More »

Anthony Latini

Latini – Managing Director, Investment Banking, Janney Montgomery Scott

Tony Latini has over 35 years of experience providing corporate finance and investment banking services to middle market and large corporate clients. He currently leads Janney’s insurance industry effort with a focus on M&A advisory services and capital offerings. Prior to joining Janney, Tony was managing director at Boenning & Scattergood where he spearheaded the

Latini – Managing Director, Investment Banking, Janney Montgomery Scott Read More »

Andree Bourgon

Bourgon – Principal, Practice Lead for Insurance Strategy and Transactions, Grant Thornton LLP

Ms. Bourgon has over 20 years of experience in the insurance industry with multinational organizations, startups and as an insurance industry consultant. Currently, she oversees a portfolio of work that spans all sectors of the insurance industry. For the past 3 years, Andrée has focused on building the insurance strategy and transaction practice including a

Bourgon – Principal, Practice Lead for Insurance Strategy and Transactions, Grant Thornton LLP Read More »

RJ Zielinski

Zielinski – Partner, Deloitte

Mr. Zielinski has over 10 years of experience within the financial services taxation industry with a specialization in insurance. RJ has served various clients in life insurance, property & casualty insurance, health insurance, reinsurance, and financial guarantee companies. He has significant experience in accounting for income taxes, statutory tax accounting, insurance tax advisory services, tax

Zielinski – Partner, Deloitte Read More »

Scroll to Top