Speaker

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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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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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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Lydia Boussour

Boussour – Senior Economist, Strategy and Transactions, EY-Parthenon, Ernst & Young LLP

Lydia Boussour has over 15 years of experience in helping a wide range of clients navigate the ever-changing economic landscape. She focuses on providing timely and insightful analysis of macroeconomic trends and policy developments, as well as leading the production of macroeconomic forecasts. Her comments on the economy regularly appear in the media, such as

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Demille Kelly

Kelly – Forensics Senior Associate, Risk Advisory Services, Grant Thornton Advisors LLC

Demille Kelly has over seven years of experience in fraud detection and customer care. She leads engagements to assess the operational performance of business processes and internal controls and strengthen risk management strategies related to fraud and compliance risk. She specializes in fraud risk management and regulatory compliance within the financial services and insurance industries.

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Jurgen Schwabe

Schwabe – CFO, Global Finance Operations, Aspen Insurance Group

Jurgen Schwabe is a seasoned finance leader with over two decades of international insurance industry experience, specializing in audit, finance operations, transformation, and acquisition integration. As CFO, Global Finance Operations at Aspen, Jurgen is leading the development of a globally consistent, centralized, and highly effective finance operations function. Jurgen joined Aspen in July 2023 as

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Alyssa Cotillo

Cotillo – Manager Business Consulting, Grant Thornton Advisors LLC

Alyssa Cotillo focuses on clients in the insurance and broader financial services sectors. She specializes in delivering automation-driven solutions for insurance and reinsurance organizations, leveraging low-code platforms such as Alteryx Designer to streamline reporting, enhance reconciliations, and reduce manual dependencies. Her work spans global P&C insurers and reinsurers, where she has developed scalable models for

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