Speaker

John Forni has over 35 years of experience advising US and multinational corporations within the financial services industry on a diverse range of tax issues and strategies. He leads Grant Thornton’s national tax insurance practice. John is a highly experienced C-suite tax executive with experience spanning all aspects of operating a complex multinational tax organization […]

James Blackwell has over 25 years of experience in IT solution architecture, design, and delivery, with a keen focus on enterprise and mid-market businesses. His expertise lies in data analytics, automation, and artificial intelligence. Jim currently leads a team of IT professionals that include cloud architects, project managers, developers, business analysts, data analytics developers, and

Jamie Bouloux has over 18 years of experience in insurance and technology. Ryan Financial Lines provides a wide-ranging platform of financial lines products for the small-to-middle market, enterprise and large-insured market. Celerity Risk offers professional liability and media solutions. Prior to joining Ryan Specialty, Jamie served as the lead underwriter for CFC Underwriting’s large corporate cyber

Arleen Paladino has over 17 years of experience in the insurance industry. She is responsible for the organization’s financial reporting, management reporting, internal audit and planning and business unit support departments. Arleen’s experience with Crum & Forster includes roles in field reporting, financial operations, IT project management, SOX 404 compliance and internal audit. Arleen earned a

Jason Jacobs has over 20 years of experience in public accounting, insurance and financial services for public and private companies. As chief accounting officer, Jason leads the corporate accounting, financial reporting and financial controls functions. Before joining SageSure, he served as head of accounting policy at AIG and prior to that as an audit partner

Martin Hollander has over 25 years of experience in the insurance industry. Serving in his current role for eleven years, Martin focusses on the strategic development of internal audit and building an integrated data analytics process as part of the function. Previously, he had multiple roles with global insurance companies (AIG, QBE) within internal audit,

Matthew Adams retired from PwC in 2023 following a distinguished career serving as an audit partner and advisor to many of the firm’s largest and most complex insurance clients. Matt also served as the PwC US insurance practice leader which at the time comprised 2000+ professionals, including over 150 partners, and generated over $1.5 billion

Brian Thorkelson has over 30 years of experience. He is currently responsible for leading investment strategies, due diligence processes and serves as chair of the investment committee. Brian also provides investment guidance and insights to help clients achieve their objectives. Brian has held senior positions as a bond trader, equity analyst and mutual fund portfolio

Patrick Rogers has over 15 years of experience in the wealth management industry. He specializes in providing wealth management, investment advisory, risk management, and retirement planning. Patrick develops customized financial strategies that balance long-term objectives to guide clients through various uncertainties, such as; market fluctuations, job transitions, and growing families. Prior to joining Prosperity, he