About the speakers

Michael Beckett, MBA
President & CEO
Medical Assurance Company of Mississippi

Mike is the President and CEO of MACM, bringing extensive experience and leadership to the role. With a background in healthcare liability insurance, Mike is committed to driving MACM’s vision of providing sound, stable insurance products and quality related services to healthcare providers. Prior to joining MACM, Mike held influential roles at State Farm, AIG, Nationwide, and MagMutual for 30 years. He holds a Bachelor of Arts in business administration from the College of Charleston. He also earned his MBA from the Keller Graduate School of Management.

As CEO, Mike is dedicated to continuing leading MACM towards sustainable growth and strategic advancement focusing on our core values of respect, service, quality, teamwork, responsiveness, and integrity.

Queena Cheung, MSc
Chief Strategy & Digital Officer
Marsh McLennan Agency

Queena Cheung is the Chief Strategy and Digital Officer for Marsh’s Captive Solutions team, responsible for AI-embedded strategy, product innovation, and digital transformation that grow the business and enhance client value. She defines the group’s strategic roadmap, builds and scales captive products and platforms, and drives operational efficiency through data, automation, and cross‑functional collaboration.

Queena led the development and launch of ReadyCell, the first AI‑powered captive product, which established a new benchmark for innovation in the captive market and demonstrated how GenAI can be integrated responsibly into insurance products and services.

She joined Marsh in 2018 after roles in banking, where she led firmwide risk‑control and transformation programs. Queena earned a B.A. in Business (with honors) from Rutgers University and an M.S. in Information and Knowledge Strategy from Columbia University.

She combines her academic insights with extensive industry experience to design strategies that are technically sound, commercially viable, and centered on client outcomes. Known for building collaborative teams and translating complex technology into clear business value, Queena is focused on deepening client impact and creating sustainable competitive advantage for the firm.

Adam Coons, CFA
Chief Investment Officer
Winthrop Capital Management

Adam Coons is the Chief Investment Officer of Winthrop Capital Management, and leads the investment committee and is responsible for overseeing the firm’s portfolio management, investment strategies, and security selections.

Adam began his career in investment management at Winthrop in 2013 as a trader and research analyst. Since then, he has played a vital role in the growth and success of the firm and was named Co-Chief Investment Officer in 2024. He was integral in expanding Winthrop’s insurance asset management capabilities, including derivative hedging, capital efficiency models, and regulatory compliance.

Adam received his B.S. in Finance from Indiana University, Kelley School of Business in 2013. He has also been a CFA charter holder since 2018.

Lauren Crow, JD
Vice President & Chief Claims Counsel
Caring Communities

Lauren is the Vice President and Chief Claims Counsel for CCSS having 30 years of insurance and litigation experience. In this role, Lauren establishes and directs the execution of the Claims Department objectives for all lines of coverage aligning with the company’s overall goal to provide superior insurance and support to its aging services providers. Formerly the head of the Professional Liability Claims division of the Meadowbrook Insurance Group, based in Detroit, Michigan, Lauren served as claims counsel for Nursing Home, Medical, Lawyer, and Non-Profit Errors and Omissions liability claims. Prior to joining Meadowbrook, Lauren was a litigation attorney handling insurance coverage and civil litigation matters at two prominent Detroit-based law firms.

Julie Garrison, JD
Vice President & General Counsel
Caring Communities

Julie Garrison is a seasoned legal professional with extensive experience in the insurance, corporate, and risk management sectors. She currently serves as the General Counsel at Caring Communities, a member-owned liability insurance company offering liability insurance for not-for-profit senior housing and health care organizations. In this role, Julie oversees all corporate legal and compliance matters, providing strategic legal advice to support the organization. Before joining Caring Communities, Julie was the Senior Vice President and Head of Legal & Compliance for Allianz Global Corporate and Specialty (AGCS)  North America. Over her tenure with the Allianz Group, she played a pivotal role in shaping the legal strategies and compliance frameworks that supported AGCS’ operations across North America.

Ben Hester
Senior Client Executive | Alternative Risk Financing
Captive Risk Practice
Marsh McLennan Agency

Ben joined Marsh & McLennan Agency (MMA) in August 2025 and is part of MMA’s Captive Risk Practice. He specializes in single parent solutions, with a focus on real estate clients and their unique risk management needs. Ben also collaborates closely with the Marsh Captive Management Services Team to assist clients with the ongoing management of their captives. Prior to joining MMA, Ben co-founded a real estate investment company that acquired and managed multifamily properties across the Southwest United States. He implemented and managed the company’s Tenant Legal Liability program, utilizing a cell within Marsh’s Mangrove DC facility. Additionally, Ben has experience overseeing multifamily renovations and commercial development projects along the West Coast for a San Diego-based real estate firm.

David Kilborn, CFA
President & Chief Investment Officer
Performa

David is Performa's Chief Investment Officer, chair of the firm's Investment Policy Group (IPG), and leads the firm's portfolio management team. His specific investment responsibilities include asset allocation, oversight of Performa's external managers as well as sector allocation, duration management, and yield curve positioning for the firm's investment grade bond portfolios. He has been involved in all aspects of fixed-income markets for over 30 years and
frequently speaks at captive insurance conferences and industry events.

Prior to joining Performa in 2011, David served as Chief Investment Officer of Dwight Asset Management where he was responsible for $75 billion in institutional fixed-income assets. He began his career at Manufacturers Hanover in New York City in the Emerging Markets Group and traded emerging market and non-dollar securities at Chemical Bank, Midland Global Markets (HSBC), and NationsBank (Bank of America).

David graduated from Trinity College, with a B.A. in Economics and holds the Chartered Financial Analyst (CFA®) designation from the CFA® Institute.

Laura Lally, JD
Vice President & Chief Claims Officer
Caring Communities

As Chief Claims Officer West Ms. Lally plays a critical role in efficiently directing the strategic operations of the Claims Department. Prior to joining Caring Communities, Ms. Lally worked as a partner in a law firm defending long-term care facilities and other senior housing home providers.  Ms. Lally has been a practicing attorney working in state, federal, and appellate courts, as well as administrative proceedings. She has also served as a guest lecturer at various industry events, speaking on best practices for claim mitigation. Ms. Lally received her bachelor’s degree in political science from the University of Illinois at Urbana-Champaign and holds a juris doctor from DePaul University College of Law in Chicago, Illinois.

Kristen M. Lawler, JD, LLM
Tax Partner
Crowe LLP

Sekou (Koe) Murphy
Chief Financial Officer
National Association of Social Workers

Sekou (“Koe”) Murphy is the Chief Financial Officer of National Association of Social Workers (NASW). In this role, Koe leads the organization’s financial initiatives and reporting. He has over 29 years of experience in insurance, healthcare, non-profits, structured finance, real estate, investments, and technology. Prior to NASW, Koe was the CFO at CCI Health Services and Bread for the City. He previously managed an investment company focused on real estate, public/private company investments and advisory services to large insurance companies and venture-backed technology companies and was a senior analyst at AM Best and an audit manager at PricewaterhouseCoopers. 

Koe received his BBA in Accounting from Howard University, where he also played football, and his MBA from the Wharton School at the University of Pennsylvania.

Sean O'Donnell
Associate Commissioner, Risk Finance Bureau
District of Columbia Department of Insurance,
Securities and Banking (DISB)

Since September 2024 Sean has served as the Associate Commissioner of the Risk Finance Bureau at the DC Department of Insurance, Securities and Banking (DISB). As the director of DISB’s captive unit, Sean oversees the staff of 10 captive licensing specialists and analysts who license and regulate DC-domiciled captives. Prior to being named Associate Commissioner, Sean served as the assistant director of the captive unit since 2007. Sean graduated from Loyola University in Baltimore, Maryland, and holds the CPA and Certified Financial Examiner Designations.

Mikhail Raybshteyn, CPA
Managing Director, Insurance and InsurTech Tax
Alternative Risk Finance/Captive Insurance Services Leader
Alvarez & Marsal

Mikhail has over 22 years of experience serving insurance industry in the various roles, including various leadership roles. He is a Managing Director in the Financial Services – Insurance Sector Tax Practice and is the Alternative Risk Finance/Captive Insurance Practice leader for Alvarez & Marsal, advising global, multinational, and regional Life, Property and Casualty, Health/BCBS, Financial Guarantee, Captive insurance structures, as well as BHCs, Insurance Agencies, and other companies in the Financial Services and Non-Financial sectors with respect to various tax matters. Mikhail’s focus also includes all aspects of tax planning and advisory services to InsurTech and FinTech companies.

Brianna Rotunno, CPA
Insurance Tax Manager
Crowe LLP

Brianna Rotunno is a Manager in Crowe’s Insurance Tax Practice with over five years of experience in public accounting. She serves a range of insurance clients, specializing in the taxation of captive insurance companies. She provides tax compliance and consulting services to captive insurance entities operating across both domestic and international domiciles.  She works closely with captive managers, clients, and other advisors and contributes to training and education initiatives within the captive insurance community. Brianna was named a finalist for the Emerging Talent Award at the 2026 USA Captive Review Awards.

Michael Serricchio
Regional Leader, US & Canada, Captive Solutions
Marsh

Michael Serricchio is a Managing Director and Regional Leader - US and Canada, Marsh Captive Solutions, where he spearheads a dynamic team dedicated to delivering innovative captive management solutions. With a robust background in consulting and sales, as well as a law degree, Michael excels in guiding clients through the complexities of establishing and managing captives. His strategic insights into mergers and acquisitions, capitalization, and coverage options have made him a trusted advisor in the industry. Prior to joining Marsh, Michael honed his expertise at KPMG, and he remains actively engaged in industry associations, contributing to the evolution of captive insurance practices. Based in New York City and Connecticut, he is committed to driving operational excellence and client success.

Marc Smatlak
Sr. Director of Claims
ProAssurance

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Michael Stafford
Managing Director
ASB Capital

Mr. Stafford is Managing Director and Director of Fixed Income Investments for ASB Investment Management. He has 30 years of experience in the institutional investment business, including serving as the Chief Investment Officer of The St. Paul’s (now Travelers) life insurance subsidiary.

Mr. Stafford is a CFA charter holder, a past president and director of The Baltimore Security Analysts Society, and has taught investment analysis in the MBA program at Johns Hopkins University. He is a trustee of the Maryland State Retirement System and serves on the board of the Charlestown Retirement Community.

Mr. Stafford is a graduate of Georgetown University and earned an MBA from Loyola Maryland University.

Sharon D. Stuart, JD
President and Claims Counsel
Attorney Insurance Mutual of the South

Sharon Stuart is a partner in the law firm of Christian & Small, L.L.P. in Birmingham, Alabama. She is a graduate of Samford University (B.S.) and Cumberland School of Law (J.D.). Sharon was admitted to practice in Texas in 1990 and in Alabama in 1992. She served as law clerk to the Honorable Sharon Lovelace Blackburn, U.S. District Judge, Northern District, Alabama. Sharon is also a Trustee of Samford University.​

Sharon has been a member of AIM's Board of Directors since 2001. She has served as Chair of the Marketing Committee and a member of the Investment/Audit, Underwriting, Personnel and Executive Committees.

In 2019, Sharon was appointed President & Claims Counsel for AIM.

Carl Terzer
Principal and Founder
CapVisor Associates, LLC

Carl E. Terzer is the Founder and Principal of CapVisor Associates, LLC, an SEC-registered investment advisor, that specializes in providing advisory services consisting of highly customized investment management programs for the alternative risk markets. He brings over 35 years of insurance asset management experience, more than 25 of which have been focused on working with Captives, Self Insurers, RRG’s, etc., to the task of correlating clients’
investment strategy with their business objectives and optimizing their investment programs.

Mr. Terzer is the Investment Instructor and Board Member at the International Center for Captive Insurance Education (ICCIE). He currently also serves as a Board member for the Captive Insurance Council of the District of Columbia, Inc. (CIC-DC). As a frequent speaker at insurance-related events, Mr. Terzer is also regularly sought out to provide editorial contributions to leading insurance industry-focused publications.

Karima M. Woods  
Commissioner    
District of Columbia Department of Insurance,
Securities and Banking (DISB)

Karima M. Woods is the sixth Commissioner of the District of Columbia’s Department of Insurance, Securities and Banking (DISB). Mayor Muriel Bowser nominated Woods on January 21, 2020, and the Council of the District of Columbia unanimously confirmed the nomination on July 28, 2020. 

In her role, Commissioner Woods serves as the chief financial services regulator for the District’s financial services industries, including insurance companies, captive insurance companies, investment advisors, securities broker-dealers, mortgage loan originators, mortgage lenders and brokers, state-chartered banks, student loan servicers, and money transmitters. The Commissioner is also responsible for managing financial empowerment and education programs that include the Opportunity Accounts Program, Financially Fit DC, and the forthcoming Financial Empowerment Center. The Commissioner also administers the District’s access to capital programs pursuant to the Treasury Department’s State Small Business Credit Initiative. The Commissioner oversees, for Fiscal Year 2023, the Department’s $37.4 million budget, 157 employees, and approximately $45 million in revenue. 

Woods holds a Master of Business Administration from George Washington University and a Bachelor of Arts in law and society from the University of California at Santa Barbara.