Speaker

Russell Sommers

Sommers – Principal, Baker Tilly Advisory Group

Officer, Speaker

Russell Sommers has more than 17 years of experience in serving insurance companies through an array of projects, including internal audit, Sarbanes-Oxley and NAIC Model Audit Rule audit, cybersecurity consulting, regulatory compliance consulting, internal controls advisory, IT audit, enterprise risk management, vendor risk management, enterprise risk management and SOC reporting. Russ co-leads Baker Tilly’s IT […]

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Sarah Sheldon

Sheldon – VP, Head of Tax Legal, Lincoln Financial Group

Board, Speaker

Sarah Sheldon concentrates on indirect tax planning, transfer pricing, and state and local controversy. Sarah’s experience is in procedural, corporate, and international tax with both the private and public sectors. Prior to Lincoln Financial Group, Sarah worked with MetLife. Sarah also worked for the IRS Office of the Chief Counsel in Washington, DC where she

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Joseph Schneider

Schneider – Managing Director, American Family Insurance

Speaker

Mr. Schneider is a managing director at KPMG Corporate Finance LLC, the wholly owned investment banking subsidiary of KPMG LLP. Joe focuses on the insurance sector, advising P&C and life carriers as well as insurance services firms such as brokers, managing general agencies, third party administrators and other nonrisk-taking insurance businesses on mergers & acquisitions,

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Phil Schmoyer

Schmoyer – Principal, Leader of the Digital Financial Services Practice, Baker Tilly US LLP

Speaker

Mr. Schmoyer has over 17 years of experience. He helps financial services clients assess their digital growth strategy for alignment with corporate vision and capabilities, improve their operating models through process technology design and implementation projects, enable successful migration to the cloud (e.g., AWS, MS Azure) for improved performance and cost savings, and modernize data

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Jennifer Morelli

Morelli – Principal Growth Advisory, Grant Thornton LLP

Speaker

Ms. Morelli has over 18 years of experience in change management enabling and preparing employees to adopt and embrace new ways of thinking and behaving to support business transformation. She has a wealth of experience leading initiatives involving process improvement, communication, training, culture assessments and leadership and organizational alignment. Jennifer is currently a leader of

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Lee Miller

Miller – Principal, Helix Innovation Network

Speaker

Mr. Miller is an adjunct professor at Columbia University and at Seton Hall University School of Management. He specializes in influencing, leadership, innovation, negotiating, and sales. He also provides training and coaching using his 3 Cs Influencing Method. Lee advises companies, boards of directors and senior executives on leadership issues, influencing effectiveness, human resources, negotiating

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