2018 Speakers
Jimmy Atkinson
President and CEO, AUL Corporation
As President and CEO of AUL Corp., Jimmy Atkinson brings innovative solutions in a rapidly changing marketplace to the business of providing Vehicle Service Contracts, Warranty Administration, Reinsurance and consulting to independent agents and dealers in all 50 states. Headquartered in Napa, CA, AUL Corp. has administered 2 million contracts, paid over $650 million in claims to date, and has 125 employees.

Under Jimmy’s leadership, AUL Corp. has received six Dealer’s Choice Awards and has been awarded one of the North Bay’s Best Places to Work for the last five consecutive years. He has been a keynote speaker at the Agent Summit, as well as a speaker at eight National Auto Dealers Association Conventions, the national F&I Conference, RV Dealers International Convention, the American Truck Dealers Conference, among other state conventions and professional groups.

Jimmy began his career at AUL Corp. in 2010 when he joined as COO. Before that, he led the Vehicle Service Contract business for Assurant Solutions, one of the largest underwriters in the nation.
Elizabeth Barber, CPA
Director - Tax Research, GPW and Associates, Inc.
Elizabeth Barber joined GPW and Associates, Inc. (GPWA) in 2010 as a Senior Tax Analyst, after working six years in public accounting specializing in the taxation of closely held businesses and their owners. Since joining GPWA, she has managed various captive and reinsurance companies, related tax projects and is the lead researcher in areas involving new tax legislation related to captive industry. She has also achieved the Associate in Captive Insurance designation from the International Center for Captive Insurance Education (ICCIE).

Fields of expertise include insurance company accounting and taxation, captive insurance management, Internal Revenue Service negotiations, 831(b) captives, controlled and non-controlled foreign corporations and Foreign Account Tax Compliance Act issues.
Allan R. Barnes
Tribal Domicile Commissioner, Delaware Tribe of Indians
Allan R. Barnes is the Tribal Domicile Commissioner for the Delaware Tribe of Indians. Acting in a regulatory capacity, he and the staff of Tribal Support Services provide the F&I Industry with a streamlined and efficient approach for the formation of Allied Reinsurance Companies (ARCs) that is competitive throughout the United States and offshore. Prior to his appointment as Commissioner, Allan served the Tribe in an administrative/coordinator capacity for several departments since 2013, ultimately overseeing daily operations as Tribal Operations Manager.

Before, becoming a Tribal employee, he was an Independent Property & Casualty Insurance Agent for 22 years. He attended and received his initial insurance accreditation from the Commercial Union Assurance Companies in Boston, MA. Allan is a Delaware Tribe of Indians tribal member. As is all the Tribe, he is proud of his tribal heritage and records show that his Great Grandfather was a Delaware interpreter for the Dawes commission in the early 1900s.
George Belokas, FCAS, MAAA
Vice President and Actuary, GPW and Associates, Inc.
In October 2006, George Belokas joined GPW and Associates, Inc. (GPWA) as an Actuarial Analyst. He was promoted to Actuary in 2010 following his completion of the exams required for Fellowship in the Casualty Actuarial Society. In 2017, he was again promoted to Vice President of GPWA. George’s responsibilities include reserving and pricing, with a focus in commercial lines, reinsurance and captive insurance.

Fields of experience include workers compensation, property, general liability, medical malpractice and alternative Property & Casualty insurance risks. He is also experienced in various Finance and Insurance products including vehicle service contracts, guaranteed asset protection and tire and wheel.
Robert Berger, Jr.
Executive Vice President - Director of Operations, Wise F&I
Robert Berger joined Wise F&I in 2007 and initially managed strategic development of certain products and systems. In 2009, Rob assumed significant executive management responsibilities for Wise F&I as Vice President and Director of Operations – and in 2013 was promoted to Executive Vice President. Rob’s management and focus on development in the areas of operations, technology, human resources, compliance, and business development have all lead to significant growth for Wise F&I.

Prior to joining Wise F&I, Rob gained significant experience serving in a senior management role for a national wholesale finance company. Rob actively supports GAP industry initiatives and is currently serving a second two-year term as President of the Guaranteed Asset Protection Alliance. Rob holds the AFIP Certified F&I Professional designation from the Association of Finance & Insurance Professionals with Certification Recognition from the Institute for Ethical Behavior; in addition to, a Chancellor’s Certificate - Computer from the University of Missouri St. Louis CETC for completing 96+ hours of continuing education in advanced database-related software applications. Rob earned a Bachelor of Science in Business Administration from Columbia College.
Rae Brown, CPA
Consultant - Management Services, GPW and Associates, Inc.
Rae Brown joined GPWA in 2017 to apply her skills in the captive insurance industry. In her position as Consultant, Management Services, she specializes in captive insurance companies for mid-sized employers. In 2008, she joined the Phoenix office of Marsh, leaving as a Vice President. She previously held positions as Vice President of Finance and Corporate Controller for various companies. She also owned a public accounting firm prior to joining Marsh.

Rae is a Certified Public Accountant and has expertise in various insurance domiciles and is responsible for assuring high quality service in captive management activities. Additional duties include assisting clients in design, organization and implementation of captive insurance programs.
Matt Campbell, CPA
Managing Consultant - Management Services, GPW and Associates, Inc.
Matt Campbell joined GPW and Associates, Inc. (GPWA) in December 2013 to apply his accounting and management skills in the captive insurance industry. He began his career with PricewaterhouseCoopers in the audit practice specializing in mid-size companies in various industries.

During his business career, Matt has held management positions with two Fortune 100 companies and was an assistant to the CFO of a professional sports franchise.

As a Manager with GPWA, Matt works with clients in forming captives and provides ongoing accounting, management, and tax support to clients.
Adrian Corr
Partner, Miller Simons O'Sullivan
Adrian Corr is originally from Northern Ireland and after obtaining his legal education in London, England was admitted as a solicitor in England and Wales in 1990, where he practiced law at a well-known law firm until he moved to the Turks and Caicos Islands (TCI) in 1993. In 1999, he became a partner of the firm Miller Simons O’Sullivan.

Adrian is a Partner in the corporate department of Miller Simons O’Sullivan and director of its associated licensed trust company M&S Trust Company Limited. His practice includes all aspects of corporate and commercial law of which a significant amount involves his international captive insurance practice.

Adrian is well-versed in corporate and regulatory matters as it relates to insurance and reinsurance companies. He is currently the President of the TCI Association of Insurance Managers and a representative of the State Capital Group.
Robert Davis
Partner - DHG Dealerships, Dixon Hughes Goodman, LLP
A Partner in our firm's Memphis office, Robert Davis brings more than 30 years of public accounting experience to his clients. He also gained valuable experience in the car business by spending countless hours in his father's Lincoln-Mercury dealership when he was a child. He now applies all of this experience to serve his clients.

Currently, Robert serves dealership clients in the areas of accounting, audit, tax, and management advisory services. He is heavily involved in buy/sell agreements, reinsurance advisory services and litigation support services. Dealers around the country recognize Robert for his operational knowledge of automobile dealerships and the impact his Strategic Assessments have had on dealerships.
Keith Decell
President, Louisiana Dealer Services Insurance, Inc. and Versant Holdings, Inc.
Keith Decell serves as the President of Louisiana Dealer Services Insurance, Inc. (The LDS Group) and its subsidiaries. He is also President of Versant Holdings, Inc. (The Versant Group) and its subsidiary companies. The LDS Group consists of six companies including Loss Deficiency Surety Insurance Company, Inc. (a Gap Insurance company formed in 1996). The Versant Group includes four companies including its own F&I Administration company and its wholly-owned Casualty Insurance company. 



Keith started with The LDS Group as a Territory Manager calling on automobile dealerships in 1988. He was promoted to Director of Sales and Income Development in 2000. In 2012, he was appointed as the Executive Vice President of The LDS Group and The Versant Group before being elected as President of all companies in May 2014. Prior to joining the company in 1988, Keith worked in the retail automobile industry and held positions in sales, F&I and as a General Manager.



In addition to serving as President and as a Director of the LDS Group and The Versant Group, Keith is also a board member of the Louisiana Insurers Conference.
Bryan Dobson
Consultant - Management Services, GPW and Associates, Inc.
In January 2017 Byran Dobson joined GPW and Associates, Inc. (GPWA) as an Accounting Manager. His professional career of 20 years in the insurance industry includes captive management, underwriting, business development and product development. Prior to joining GPWA his most recent position was the management role of Controlled/Non-Controlled Foreign Corporation (CFC/NCFC) reinsurance programs.
Dave Duncan
President, Safe-Guard Products International
Dave Duncan serves as President of Safe-Guard, the leading F&I product administrator by volume in the world.

Dave has over three decades of experience in both automotive retail as well as in protection product administration. Born in Chicago (go Cubs!), but raised in Atlanta (go Falcons!), Dave transitioned from Florida State University (go ‘Noles) to automotive sales in 1982. He spent the next decade working his way up to General Manger, a position he achieved at age twenty-nine. Meanwhile, Dave’s brother, Doug Duncan, created Safe-Guard Products in 1992 and asked Dave to partner with him and purchase control of Diversified Automotive Group, Doug’s thriving Atlanta-based General Agency. Dave operated Diversified Automotive Group as President and CEO directly alongside Safe-Guard until Dave was asked to come on board full-time as an equity partner in Safe-Guard. Dave has been front and center for Safe-Guard’s impressive growth, maturity and industry-leading position during the past twenty-six years. He has helped lead Safe-Guard’s efforts to develop innovative products that protect consumers from the perils of ownership of automobiles, motorcycles, recreational vehicles, powersports and marine products.
Jeremy Elsberry
Managing Consultant - Management Services, GPW and Associates, Inc.
In October 2012, Jeremy Elsberry joined GPW and Associates, Inc. (GPWA) as an Accounting Analyst. Prior to joining GPWA, he spent two years in public accounting focused on personal and corporate taxation. Prior to that, Jeremy spent 10 years with Circuit City Stores, Inc., during which time he spent six years managing stores throughout Arizona.

As Manager of Business Development at GPWA, he has worked on a wide range of captive and reinsurance company related projects.
Jordan Foley, CPA
Senior Manager - Insurance, Dixon Hughes Goodman, LLP
Jordan Foley is a senior manager with DHG Insurance who has specialized in providing audit and assurance services to companies who underwrite, market, and administer warranty type contracts. Since joining DHG in 2010, he has provided and supervised audit and assurance services to over 10 administrator/obligor groups, whose products include: vehicles, motorcycles, recreational vehicles, powersports, GAP insurance contracts, as well as other various service contracts. Jordan has a strong knowledge of service and warranty contract accounting under U.S. GAAP and has assisted several entities with contract accounting implementation. Jordan has also assisted several service contract providers with identifying and testing their internal processes and controls, leading to recommendations to strengthen their control environment.

In addition to Jordan’s service contract experience, he also performs audit and advisory services for property and casualty insurance companies, including captive insurance companies on both U.S. GAAP and NAIC Statutory accounting bases. Specific products include contractual liability coverages, auto and homeowners, and other various insurance products.
Ryan Hartman
Senior Consulting Actuary, GPW and Associates, Inc.
Ryan Hartman began his career in 2002 with GPW and Associates, Inc. (GPWA) and was promoted to Actuary in 2010 following his completion of the exams required for Fellowship in the Casualty Actuarial Society (CAS). Ryan’s experience at GPWA includes providing, reserving and pricing services to insurance companies, risk retention groups, captives, and administrators/obligors specializing in extended vehicle service contracts, manufacturers’ warranties, guaranteed asset protection (GAP), and other ancillary products in the Finance and Insurance (F&I) industry.

Ryan holds a Bachelor of Science degree in mathematics from Arizona State University. He is a Fellow of the CAS and a Member of the American Academy of Actuaries (AAA). He currently serves on the CAS Committee on Professionalism Education for which he has presented at CAS Annual and Spring Meetings. As a member of the AAA Committee on Professional Responsibility, Ryan has been involved with the development of several professionalism discussion papers. He has also served as the President of the Casualty Actuaries of the Desert States, a CAS regional affiliate.
Richard Irvine
Senior Counsel, PwC Bermuda
Richard Irvine retired from PwC Bermuda in June of 2018 and has been retained as a senior advisor to the Firm.

Rick had been the Tax Leader of PwC Bermuda and PwC’s Caribbean Region International Tax Services team which is based in Bermuda and the Cayman Islands since establishing the practice in 2001. The International Tax Services team is a team of tax specialists providing US tax consulting and compliance services to the Firm’s insurance, international investment funds, and multinational clients.

Prior to joining PwC, Rick spent 16 years with another Big 4 accounting firm where he practiced in a variety of tax technical areas. Rick has spent the majority of his career advising offshore financial services structures and their owners/stakeholders.

Rick is a thought leader and regular speaker at leading captive insurance industry conferences including RIMS, CICA, SFI, TEI, BIMA, CIMA and IBC, sharing his expertise on today’s tax issues, and focusing on captive insurance developments.

Rick is a Certified Public Accountant and continues to be licensed to practice public accounting in both Florida and Bermuda where he is a Member of both the Florida Institute of Public Accountants and the Chartered Professional Accountants of Bermuda.
Jonathan Katan
Partner, Miller Simons O’Sullivan & Director, M&S Trust Company Limited
Jonathan Katan was called to the bar of England and Wales in 1990 and practiced from chambers in Middle Temple, London before moving to the Turks and Caicos Islands in 2001. Jonathan became a partner of Miller Simons O’Sullivan in 2013.

Jonathan advises regulated financial service businesses (including international insurance and reinsurance companies) on a wide range of compliance and regulatory matters. Jonathan also acts in contentious matters where disciplinary and/or enforcement action is being taken by the financial services regulator in the TCI at both Supreme Court and Court of Appeal level.

Jonathan is a member of Gray’s Inn, the Society of Trust and Estate Practitioners and the International Compliance Association. He is also the immediate past president of the Turks and Caicos Island Bar Association. 
Joseph Kirsits, FCAS, MAAA
Senior Vice President, GPW and Associates, Inc.
In May 2004, Joseph Kirsits joined GPW and Associates, Inc. (GPWA), an actuarial and consulting firm founded in 1998, and is currently Senior Vice President leading the Casualty Practice. He has over 20 years of experience including various positions in the property and casualty insurance industry. In 1994, Joseph began his career at VASA North Atlantic Insurance Company where responsibilities included reserving, competitive pricing analysis and annual statement preparation. In 1997, he joined CNA Insurance Company and worked in various pricing positions within standard commercial lines. In 2001, as Assistant Vice President and Actuary, he moved into a regional actuary role with CNA before joining GPW and Associates.

Fields of expertise include: workers’ compensation, general liability, automobile liability, business owners, and warranty related programs.
Guy Koenig
President, AFG Companies & CareGard Warranty Services, Inc.
Guy Koenig currently serves as the President of Automotive Financial Group and its subsidiaries including CareGard Warranty Services, Inc., a leading F&I products administrator and obligor located in suburban Dallas, Texas. The company provides a full suite of auto related products to agents and dealers, including a full suite of reinsurance solutions. Guy previously served in a variety of executive roles with AmTrust and AMT Warranty Corporation including most recently as the Chief Strategic Officer where he oversaw all strategy, new product innovation, implementation, and reinsurance activities for all warranty divisions. Guy has over 18 years’ experience with insurance and extended warranties holding roles in business development, account management, compliance and operations. He has a B.S.B.A. in Corporate Finance and a Juris Doctorate from Drake University and remains licensed to practice law in Iowa.
Garret Lacour 
CEO, RoadVantage
RoadVantage founder Garret Lacour is a 30-year industry leader. Garret co-founded Innovative Aftermarket Systems (IAS) in 1984, starting with just one product. As IAS’ CEO, he helped to grow the company to a full-suite ancillary products provider, the first in the industry to adopt menu selling and multimedia F&I presentations. Garret helped shape the F&I industry with creative new products and ideas. During Garret’s tenure as CEO, IAS evolved into a $100 million company and when sold in 2007, it was the oldest of only three full-suite national providers.
 
Garret founded Vantage Administration Services, LP and the RoadVantage brand to leverage his industry experience and perspective to build a better automotive aftermarket ancillary company, from the ground up. Starting with a clean slate, Garret and his team of seasoned veterans incorporated new technology and a streamlined, innovative approach to develop better F&I products and higher benchmarks in customer service — setting new industry standards in the process.
Amanda Lubking
Senior Consulting Actuary, GPW and Associates, Inc.
Amanda Lubking joined GPW and Associates, Inc. (GPWA) in 2016 as an Actuary, and has over 14 years of actuarial experience in the property and casualty insurance industry. She began her career at Scottsdale Insurance Company (a subsidiary of Nationwide Insurance) as an actuarial student, and rapidly attained her Fellowship in the Casualty Actuarial Society in 2007. In 2014, Amanda was chosen to be the Director of a newly created Department of Analytics and Research at Scottsdale Insurance, where she was responsible for building analytical models to assist the Company in product pricing.

Amanda holds a Master of Applied Statistics degree from Pennsylvania State University and a Bachelor of Science degree in mathematics from the University of Puget Sound. Fields of expertise include generalized linear models, commercial general liability, workers’ compensation, automobile liability, medical and non-medical professional lines, and warranty related programs.
Stephen McDaniel
Shareholder, Meenan PA
Stephen McDaniel focuses his practice on the areas of service contract, warranty, motor vehicle ancillary product, health care, and insurance industries. As a former Certified Public Accountant, Stephen has the unique ability to understand his client’s business and finances in order to more effectively represent the client’s interests. Stephen assists companies with structuring their business operations to ensure compliance with existing law and securing registrations or licensure where required. This includes helping administrators and providers of service contract and ancillary product offerings build their programs from the ground up, including formation, contract drafting, and national licensure. Stephen also assists insurance companies with the filing of rates and forms, developing compliance procedures, and interacting with state regulatory agencies across the country in response to various compliance matters with a focus on the industries he represents. Stephen represents his health care clients before the Agency for Health Care Administration and the Department of Health in connection with licensure and certificate of need matters as well as in connection with administrative litigation where necessary.

Stephen also serves as the Assistant Executive Director and Assistant General Counsel to the Service Contract Industry Council (“SCIC”), a national trade association representing the interests of the service contract industry.
Terri Merriam
Principal, Cobb & Merriam
Terri Merriam has 30 years experience in federal tax planning and controversy. Prior to entering private practice, she was a Trial Attorney at the Office of Chief Counsel of the Internal Revenue Service for approximately 10 years. While at Chief Counsel, Terri developed a specialty in small insurance/reinsurance companies advising IRS agents across the nation. Her experience began when she investigated and the won Wright v. Commissioner, T.C. Memo. 1993-328, aff'd 73 F.3d 372 (9th Cir. 1995), which concerned a small producer affiliated reinsurance company and provided much needed guidance concerning acceptable practices in the reinsurance industry. She also tried and won Hinshaw's Inc. v. Commissioner, T.C. Memo. 1994-327 (timing issues related to vehicle service contract income) and Stevedoring Services of America v. Commissioner, T.C. Memo 1997-160 (entitlement of I.R.C. § 162 deductions for amounts paid to the related captive company). Terri left the Office of Chief Counsel in 1997 and has continued to advise clients regarding international and insurance tax issues, focusing on issues concerning captive insurance and producer affiliated insurance companies.
Gregory Petrowski, CPA, ACI
Senior Vice President, GPW and Associates, Inc.
Gregory Petrowski is Senior Vice President/Secretary/Treasurer of GPW and Associates, Inc. (GPWA), an actuarial and consulting firm founded in 1998. He has over 30 years of technical and practical experience in the PORC and captive industries and lists as his clients a significant number of major insurance companies, national banks and automobile dealers/dealer groups. He has achieved the Associate in Captive Insurance designation from the International Center for Captive Insurance Education (ICCIE).

Fields of expertise include regulatory filings, accounting, taxation and tax planning for insurance companies, reinsurance treaty review and negotiation, profitability analysis of blocks of business, financial projections for both statutory and GAAP accounting and non-insurance accounting and tax matters.
Larry Prudhomme, CPA, ACI
Vice President, GPW and Associates, Inc.
Larry Prudhomme joined GPWA in 2008 to apply his management skills in the captive insurance industry. He began his career with Arthur Andersen & Co. in Detroit and spent 8 years in the tax department specializing in small to mid-size companies. During his business career, he has been in management positions in the graphic arts industry, the investment advisory business and with a Fortune 100 company. He has achieved the Associate in Captive Insurance (ACI) designation from the International Center for Captive Insurance Education (ICCIE).

Fields of expertise include captive insurance formation and management, Internal Revenue Service negotiations, 831(b) captives, insurance company taxation and statement preparation and non-controlled foreign corporations.
Jeff Saut
Chief Investment Strategist & Managing Director of the Equity Research Department, Raymond James
As Raymond James’ chief investment strategist and a managing director of the firm’s Equity Research department, Jeff Saut provides timely and insightful market commentary to Raymond James financial advisors, their clients, portfolio managers and institutional clients through daily strategy calls and weekly written commentary, as well as local and national media appearances.

A disciple of the markets for more than 46 years, Jeff possesses a breadth of experience in the field few can match. He was managing director of research at Roney & Co. when it became part of Raymond James in 1999. Prior to that, he was managing director of equity capital markets for Sterne, Agee & Leach. His responsibilities there included equity research, investment banking, institutional sales and syndicate.

Jeff is well known for his insightful and colorful stock market commentary when appearing on various programs on PBS, NPR, CNBC, Bloomberg TV, USA Network and Fox News, as well as various local radio and television networks. He is often quoted in publications such as The Wall Street Journal, The New York Times, Barron’s, The Washington Post, BusinessWeek, U.S. News & World Report, Fortune and SmartMoney, as well as on websites including thestreet.com and msnbc.com.
Andrew Weill
Principal, Weill & Mazer
Andrew Weill is a principal in the San Francisco law firm Weill & Mazer, which focuses on complex commercial, estate and tax litigation. He is a Certified Tax Law Specialist and a leading authority on litigation and tax controversies involving structures taxed as insurance and reinsurance, including tax audits and other compliance issues. He was the counsel for the taxpayers that resulted in the issuance of the published rulings validating reinsurance structures for auto dealers and the revocation of IRS Notice 2002-70.

Andrew is a member of the Board of Directors of the National Association of Dealer Counsel. His clients include car dealers and dealerships, domestic and foreign companies, and individuals and entities involved in aftermarket financial products for the automotive and other industries. He was a regular presenter at the annual CreditRe Risk Transfer and Taxation Conference and has made presentations for AICPA, AutoCPA, CCIA and numerous other organizations.
Ryan Work
Vice President, Government Relations; Self-Insurance Institute of America, Inc.
Ryan Work currently serves as the vice president of government relations for the Self-Insurance Institute of America, Inc. (SIIA) where he heads up the association’s federal advocacy and political activities related to captive insurance and other alternative insurance issues. In this role, Ryan is responsible for developing and managing strategic outreach and policy development before Congress, the Administration and various federal regulatory agencies.

Prior to joining SIIA, Ryan directed government affairs activities for S&P Global (previously McGraw Hill Financial), where he represented brands including Standard & Poor’s, Platts and J.D. Power.

Ryan has served in a number of senior staff positions within the U.S. House of Representatives, most recently as Legislative Director for Rep. Cathy McMorris-Rodgers (WA). He previously served as Chief of Staff to Rep. Katherine Harris (FL) and in various staff roles with the Committee on Ways and Means and the Office of the Speaker of the House.

Ryan is a frequent speaker on legislative and regulatory issues, and was included on the inaugural list of 2015 Captive Review ERC Pioneers.
Michael Wright, CPA
Partner - Insurance, Dixon Hughes Goodman, LLP
Michael Wright has been with DHG for more than 25 years and is a part of the Firm's Insurance Services Group. He has worked primarily with property and casualty insurers, life insurers, captives and extended service contract and warranty companies providing assurance and advisory services. For over 15 years, Michael has been the primary lead in our firm for companies in the extended service contract and warranty space. He has been the lead partner on most all of the firm’s audit and advisory engagements in this space. Michael has also provided due diligence assistance to these entities as they considered acquisition transactions and for private equity firms looking to invest in this space. Michael also serves as the lead partner for the firm’s captive insurance practice.

Additionally, he has focused on workers’ compensation and private passenger auto insurers, as well as other multi-line insurers. Michael’s work with life insurers focuses primarily on advisory services. His life insurer clients have primarily been large, multi-national companies.

In addition to traditional services, Michael has assisted both life and property & casualty companies with annual and quarterly statutory reporting, U.S. GAAP and SEC reporting, and capital analysis and has worked with several Fortune 500 life insurers in this capacity.