2018 Speakers
Jimmy Atkinson
President and CEO, AUL Corporation
As President and CEO of AUL Corp., Mr. 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 Mr. Atkinson’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. Mr. Atkinson 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.

Mr. Atkinson 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.

In his free time, Mr. Atkinson is an avid runner who has completed four marathons, and also enjoys cycling and golf.
Elizabeth Barber
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.
George Belokas
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.
Matt Campbell
Manager, 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.
J. Keith Decell
President, Louisiana Dealer Services Insurance, Inc.
Keith Decell serves as the President of Louisiana Dealer Services Insurance, Inc. (The LDS Group) and its subsidiaries. The LDS Group consists of nine companies including Loss Deficiency Surety Insurance Company, Inc. (a Gap Insurance company formed in 1996).

Keith started with The LDS Group as a sales and field services representative calling on automobile dealerships in 1988. He was promoted to Director of Sales and Field Services in 2000. In 2012, he was appointed as the Executive Vice President of The LDS Group of companies before being elected as President of all companies in May 2014. Prior to joining The LDS Group 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 of companies, Keith is also a board member of the Louisiana Insurers Conference.
Bryan Dobson
Accounting Manager, 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.
Jeremy Elsberry
Business Development Manager, 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.
Ryan Hartman
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.
Joseph Kirsits
Principal, 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.
Amanda Lubking
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
Principal, 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
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, Goverment 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.