Speaker

Joseph Schneider

Schneider – Managing Director, American Family Insurance

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

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

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

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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Sean McErlean

McErlean – Senior Manager, Controls Advisory Services, Grant Thornton LLP

Mr. McErlean has more than 20 years of experience providing both management consulting and internal audit services to organizations in the insurance/reinsurance industry. Recently, Sean served as the director of internal audit for Maiden Reinsurance North America. In this position, Sean led the internal audit team in the documentation, assessment and testing of control activities

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Bob Laux

Laux – North American Lead, International Integrated Reporting Council

Mr. Laux leads the IIRC for North America which is a global coalition of regulators, investors, companies, standard setters, the accounting profession and NGOs promoting communication about value creation as the next step in the evolution of corporate reporting. Prior to joining the IIRC, Bob spent 16 years at Microsoft Corporation, most recently as the

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Michele Landon

Landon – Senior Manager, Financial Services Tax, EY

Michele Landon has over 17 years of experience rendering tax consulting services to a variety of clients in the financial services arena with a specific focus on US and foreign-based multinational companies. Michele co-leads global compliance and reporting activities for EY’s US insurance practice. Michele advises financial services companies on a full range of federal

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