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NAMIC Directors Boot Camp | May 7-9, 2012 | The Chase Park Plaza Hotel | St. Louis, Mo.

Directors' Boot Camp Faculty

  • Neil Alldredge
    Senior Vice President State & Policy Affairs
    Indianapolis, Ind.

    Neil serves as the Senior Vice President – State & Policy Affairs, leading NAMIC’s state and regulatory affairs division. Neil’s primary responsibility is to direct state legislative and strategic state advocacy activities for NAMIC for all 50 states.

    In addition, Neil represents NAMIC member companies at the National Conference of Insurance Legislators (NCOIL) and the National Conference of State Legislatures (NCSL); serves on the Commerce, Insurance and Economic Development Committee of the American Legislative Exchange Council (ALEC) and on the board of the Insurance Education Council.

    Neil is also the lead representative on the insurance scoring issue for NAMIC member companies. He participated in the drafting of the NCOIL model law and has provided testimony to legislatures in several states and at the NAIC.

    Before joining NAMIC, Neil spent five years with the Indiana state Senate, where he served in a dual role as director of planning and research and executive director of the Senate Majority Campaign Committee.

    Neil has a Bachelor’s degree in political science and also in communications and a Master’s degree in rhetoric from Ball State University.

  • John Beavers
    INCompliance Consulting
    Columbus, Ohio

    John Beavers has been a practicing lawyer with Bricker & Eckler LLP since 1972. He had been a managing partner for more than the last 11 of those years. John established and directs Bricker & Eckler’s Counsel for Boards and Executives that represents and advises boards of directors, their committees, and their executives regarding duties and responsibilities in providing direction and in overseeing matters critical to the success of their organizations.

    His focus currently includes counseling and representing boards and several of their committees, including audit, compensation, nominating, governance, compliance, and investment, on:

    • Improving performance by auditing practices in light of best practices and benchmarking better practices;
    • Building better boards by evaluating and adding expertise;
    • Raising the level of performance through board and management education, including simulations of possible events that a board and management might face;
    • Aligning executive compensation with the fundamentals consistent with pay-for-performance models;
    • Advising boards and committees through extraordinary events, including mergers and acquisitions, successions in management, government investigations, and internal reviews; and
    • Preparing boards and management for mergers, acquisitions, and other affiliations.

    John is an experienced speaker and presenter in programs for NAMIC, the Property and Casualty Insurers Association of America, the American Council of Life Insurers, the Ohio Association of Mutual Insurance Companies, American Association of Corporate Counsel, Business Law Section of the American Bar Association, Ohio Society of CPAs, West Virginia Society of CPAs, National Association of Insurance Commissioners, Ohio Department of Insurance, Federal Reserve Bank of Cleveland, Montana Hospital Association, Ohio Hospital Association, and the Ohio State University Fisher College of Business among others.

    NAMIC honored John with a NAMIC Service Award in 2011. He was also given the 2010 Columbus, Ohio, Corporate Lawyer of the Year by Best Lawyers.

    He has had numerous articles on executive compensation, governance, board governance and operations, management, mergers and acquisitions, Sarbanes-Oxley, the Securities Exchange Commission, and other public disclosure and reporting published in Business First, a publication of American City Business Journals; Corporate Governance Report; Lexology; Corporate Board Member; and Directorship among others.

  • Antonio Caxide, CFA
    Chief Investment Officer
    Hamilton Capital Management
    Columbus, Ohio

    Antonio Caxide is the chief investment officer at Hamilton Capital Management, a Columbus, Ohio-based investment management and financial advisory firm to institutions and individuals. Tony has 30 years of experience in money management. Prior to HCM, Tony founded LUSIADS Investment Management in 2005, after serving as chief investment officer of Nationwide Financial, serving on its Risk Committee and Nationwide’s Pension Investment Committee. He spent 15 years at CIGNA Investment Management, heading the International Fixed Income group and serving as a special assistant to the CIO in a change process for its $60 billion portfolio. Tony has led investments for insurance, pension, foundation, and individual assets. He managed equity and fixed-income portfolios in more than 30 countries. Tony is a chartered financial analyst with an M.B.A. in finance from the University of Connecticut. He holds two bachelor’s degrees, one in biology and the other in natural resources conservation. He has been an invited speaker and lecturer in M.B.A. programs. He was born in Portugal and speaks several languages.

  • Paula Cope
    President and CEO
    Cope & Associates, Inc.
    Williston, Vt.

    Paula Cope is president and CEO of Cope & Associates, Inc., a management consulting and training firm based in Shelburne, Vt. Paula is a consultant, facilitator, and trainer specializing in management and organization development, succession planning and transition, CEO evaluation, and strategic planning. The Small Business Administration named Paula 2005’s Small Business Woman of the Year. Paula has been a faculty member for NAMIC’s Directors Education Series since 2007, teaching succession planning and CEO evaluation. She has been a speaker at several of NAMIC’s conferences and conventions.

    Paula earned a Master of Education in organization and human resources development and a Bachelor of Science in physical therapy from the University of Vermont. She is a certified master trainer for The Schutz Company in LIFO™ (communications), a certified master trainer for Achieve Global, Inc., and a certified Future Search facilitator. Paula is also a member of the Future Search Network, the Society of Human Resource Management, and the American Society for Training and Development.

    Some of her clients include: The Vermont Captive Insurance Association, the State of Vermont, and the U.S. Department of Homeland Security, and the Commission for the Certification of Disability Management Specialists. Paula designed the innovative model, curricula, professional designation, and business plan for the International Center for Captive Insurance. Recently, she and her staff developed all of the training, education, and the learning management systems for brokers and consumer assisters for Vermont’s health benefit exchange.

    Her constant insomnia has allowed her to be involved in numerous other community activities and Skype her three children at odd hours.

  • Judy Jackson
    NLC Insurance Companies
    Norwich, Conn.

    Judy joined NLC Insurance Companies in May 1987 as manager of data processing and services. In 1993, she became vice president of personal lines. She became senior vice president and chief operating officer in 1998 and president and CEO in 2001. She retired as CEO on July 1, 2009, but remains on NLC’s board of directors. Judy is also currently consulting for a number of mutual insurance companies.

    Judy began her insurance career in 1973 with the Covenant Group in Hartford, Conn. She held a variety of positions including personal lines underwriter, services supervisor, personnel recruiter, and senior systems analyst and unit leader

    She is active in a number of industry and local organizations. She is a member of the board of directors of AAIS and a member of the Executive Committee of the Insurance Association of Connecticut. She is also a past NAMIC board member. She is on the board of the Eastern Savings Bank of Norwich, Conn. Judy attended Hartford College for Women, the University of Connecticut, the University of Hartford, and Faculdade de Ribeirao Preto, Brazil. She and her husband split their time between Naples, Fla., and Charlestown, R.I. They have two adult children.

  • Kevin M. Kinross
    Bricker & Eckler, LLP
    Columbus, Ohio

    Kevin Kinross is a partner with Bricker & Eckler, LLP, practicing in its Business, Tax & Estates and Counsel for Boards & Executives practice groups and a governance consultant with INCompliance Consulting. In this capacity, he serves as counsel to and consults with boards, publicly and privately-held companies, mutual insurance companies, and tax-exempt entities focusing on:

    • Governing board and executive officer governance and control;
    • Governing board structure and organization;n
    • Corporate structure and organization;
    • Insurance regulatory matters;
    • Mergers and acquisitions;
    • Board evaluations;
    • Board succession planning;
    • Reporting and disclosing of defects of internal controls, violations of law, breaches of fiduciary duty, and illegal activities;
    • Public reporting and disclosure responsibilities; and
    • D&O insurance, indemnification, and other protection against board and executive liability.

    Kevin also regularly assists clients with audits of governance practices and board training. He is the co-editor of the Acredula newsletter and editor of the Acredula Corporate Governance Blog, both of which provide information of interest to governing boards and executive officers.

    Kevin has been recognized by SuperLawyers magazine as a “Rising Star in Corporate Governance” since 2010 and has authored numerous articles on corporate governance topics for Acredula, The Corporate Board, Mid-West In house, Lexis Nexus Corporate Governance Report, and Law 360 as well as other publications and periodicals.

  • Mary Lynn McPherson
    Senior Consultant
    Guelph, Ontario

    Mary Lynn McPherson is an advocate for healthy organizations ... and she doesn't mean a low number of sick days. She means the kinds of organizations that are purpose-focused not leader focused and made up of individuals who diligently contribute not out of a sense of duty but rather with conviction for the powerful impact they can have by working together.

    Mary Lynn works with boards and executive teams because she believes that when leaders lead well “me” becomes “we,” passion becomes contagious, growth becomes normal, and activity becomes purpose.

    Mary Lynn joined the STRIVE! team in 2002 after a distinguished career with Royal Bank in both field- and head-office positions. She has chaired several boards and served numerous organizations, giving her a great perspective on organizational leadership. She has achieved her Advanced Leader - Bronze and Advanced Communicator – Gold designations with Toastmasters. In 2009, she was the recipient of her alma mater’s Alumni Volunteer Award.

    Mary Lynn is qualified to facilitate all of Patrick Lencioni’s content, including “The Advantage” and “The Five Dysfunctions of a Team.” Like Lencioni, Mary Lynn believes high-performing organizations are both smart and healthy.

    Whether facilitating strategic planning, consulting with boards tackling tough issues, or supporting performance-evaluation activities, Mary Lynn is keen to provide fuel for forward momentum and positive change. Mary Lynn's specialties are governance, strategic planning, risk management, performance evaluation, organizational development, and teambuilding.

  • Gary D. Myers, CPCU, ARe
    Lost Woods Re, LLP
    Centralia, Mo.

    Gary Myers is a familiar figure to many in the property/casualty insurance industry. Starting out as an independent agent more than 40 years ago, Gary has had a career that has progressed through various company ranks. He held executive positions at Employers Reinsurance Corporation from 1980 through 2001, focusing specifically on treaty reinsurance marketing, production, underwriting, and management. From 2001 until 2009, he served as executive vice president at Shelter Mutual Insurance Company with responsibility for reinsurance ceded and assumed, underwriting, customer communications, and life insurance operations to name a few. In November 2009, he was named president and CEO of Cameron Mutual Insurance Company.

    Gary has supplemented his corporate experience and success through association membership. He is a member of the Society of CPCU. He holds CPCU and ARe designations from the Insurance Institute of America. He is also an active member of NAMIC. He has served on various NAMIC boards and committees since 1996, and most recently served as chairman of the Property Casualty Conference board. For five years, he served as an active member of the advisory committee for the American Institutes’ Associate in Reinsurance exam series.

  • Jeff Rieder
    Ward Group
    Cincinnati, Ohio

    As partner and head of Ward Group, a management consulting and research firm specializing in the insurance industry, Jeff Rieder has overall leadership and responsibility for the firm. Jeff has significant experience in the insurance industry, with expertise in the property/casualty and life segments. Throughout his 20-year career, he has been involved with more than 400 projects for numerous domestic and international insurance companies, covering a diverse range of technology, performance, and operational evaluations. In 2011, Jeff led the sale of Ward Group to Aon, and he now leads Aon’s global performance benchmarking practice for insurance as well as the U.S. insurance compensation practice. Prior to joining Ward Group in 1998, Jeff spent five years at Great American Insurance Company, working in the corporate finance department.

    Jeff is a frequent presenter at insurance industry conferences, speaking on a diverse range of subjects, including compensation, claims operations, organizational structure, human resources, information technology, distribution system analysis, and expense benchmarking.

    Jeff holds a Bachelor of Science in accounting and an International Business Certification from the University of Cincinnati. He is a Certified Public Accountant and Chartered Property Casualty Underwriter. He lives in Cincinnati, Ohio, has 5 children, and is an avid marathon runner currently in the process of completing a marathon in every state.