Speaker

Tori Jancovic has over 13 years of experience helping to optimize and modernize clients’ accounting functions to support scalable growth, operational efficiency and audit readiness. Tori works across a wide range of industries including technology, fintech, healthcare, private equity, life sciences and telecommunications, providing strategic support in areas such as financial close optimization, process redesign, […]

Mark Menard has over 18 years of combined public and private accounting experience. He has extensive experience with tax and financial matters affecting high net worth individuals, trusts, and closely held businesses. His areas of expertise include income tax planning and compliance, cash flow analysis, gift and estate planning, and wealth transfer and succession planning.

Christopher Irwin has over 25 years of experience providing services to some of PwC’s premier insurance and reinsurance clients. He has an extensive knowledge and grasp of complex issues facing the industry with a thoughtful and measured approach in identifying pragmatic and client centered solutions to relevant challenges and opportunities. His experiences include deals advisory,

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