Speaker

Austin McKee has 14 years of experience advising insurance and asset management clients on complex transactions, including acquisitions, divestitures, capital raises, and accounting advisory. He specializes in accounting and financial reporting for insurance transactions. Austin focuses on the application of US GAAP, IFRS, and statutory accounting principles in the context of insurance M&A, spanning the […]

Francisco Romero has over 20 years of experience serving publicly held, closely held, and private entities in the insurance industry. He specializes in finance transformation and operational improvement, focusing on project management, process optimization, and technical accounting. Francisco has led numerous modernization initiatives for insurance carriers, delivering services such as current state assessments, gap analyses,

Doug Borell has more than 17 years of experience in professional services supporting startups to Fortune 50 companies. He leads teams delivering accounting advisory, outsourced accounting, financial transformation, and risk advisory services in multiple product lines of insurance. Formerly, Doug was the interim chief financial officer and interim chief security officer of a New York

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

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

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

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

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

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

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