Speaker

Cassandra Anderson

Anderson – Executive Vice President, New York Insurance Association

Ms. Anderson has over 20 years of industry experience. In her current role, Cassandra supports the operations of the association and is responsible for its public affairs and public relations efforts. She serves as public information officer and plays a key role in NYIA’s advocacy, communications, and education programs. She is a lobbyist before the […]

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Phuong Gomard

Gomard – Partner, Group Sustainable Finance Lead, Mazars USA

Ms. Gomard has over 15 years of experience in financial services.  She is now in charge of coordinating the development of the sustainable finance and climate change service offerings for Mazars Group. Phuong has advised financial institutions in the UK and across Europe on the implementation of prudential regulations and risks standards including on climate

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Amy Chen

Chen – Senior Manager, Financial Accounting and Advisory Services, EY

Ms. Chen has over 12 years of experience in the financial services sector serving insurance, banking and asset management clients. She has an extensive background in advising clients with the implementation of changes in accounting standards, as well as finance functions and considerations for data and reporting processes. More recently, Amy has worked with clients

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Kate Murphy

Patchen – Experience Manager, Talent & Culture, Grant Thornton LLP

Ms. Patchen has over eight years of experience in change management. Rachel’s experience includes managing large-scale business transformation initiatives, including enterprise-wide system implementations and process improvement projects. Rachel has experience in business process reengineering, including organizational impact analysis, process redesign, current state assessments, and technology transformations. Ms. Patchen consults dynamic companies and advises across a

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Donna Meucci

Meucci – Experience Manager, Grant Thornton LLP

Ms. Meucci has over 30 years of experience in strategy, change management, program leadership and organizational effectiveness. She has a proven track record in helping leaders and teams launch and implement business improvement initiatives that deliver on goals, improve efficiency, and enhance organizational performance. Donna has designed, led and supported transformation and organizational change efforts

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Kate Murphy

Murphy – Senior Manager, Crowe LLP

Ms. Murphy has over seven years of experience in tax accounting.  She is currently in Crowe’s state and local tax group with a primary focus on providing unclaimed property consulting and compliance services. Kate specializes in multistate unclaimed property compliance, voluntary disclosures, audit defense, risk mitigation, and exposure analysis. Ms. Murphy earned a BS and

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Brian Foley

Foley – Vice President Investment Banking, Keefe, Bruyette & Woods

Mr. Foley has over 10 years of experience and is responsible for public and private capital raising, mergers and acquisitions, and other investment banking services for the insurance and asset management industry. Mr. Foley rejoined KBW in 2021 following nearly two years at Balyasny Asset Management where he was an equity analyst covering the P&C

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Alyssa Rausch

Rausch – Senior Tax Manager, Private Client Services Group, EisnerAmper LLP

Ms. Rausch has more than 15 years of experience in providing comprehensive tax compliance and advisory services to high-net-worth individuals, closely held businesses and their owners, as well as S corporations and partnerships. Prior to joining the firm, Alyssa was an accountant with a regional accounting firm and was responsible for the review of tax

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Julien Victor

Victor – Managing Director for Reinsurance, Duck Creek Technologies

Mr. Victor has over 25 years of experience in reinsurance and technology. Currently, Julien leads the expansion of Duck Creek solutions in the reinsurance space for cedants, reinsurers and reinsurance brokers. He also manages the compliance offering of Duck Creek in the European markets to address Solvency 2 requirements. Julien has successfully developed and implemented

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