Insurance Industry Conference (WEBCAST ATTENDANCE)

Andy Seydel

Andy Seydel is a Des Moines-based Partner in EY’s FSO tax practice. He has over 17 years of experience as it relates to life insurance and property and casualty insurance companies. Andy began his career in the audit practice with EY, focusing solely on the insurance industry. After working for three years in the private insurance industry, he re-joined EY in the FSO tax practice in 2013. He is the Tax Account Leader for a number of global insurance providers and financial services organizations. Andy has extensive experience in the preparation and review of GAAP, IFRS, and Statutory income tax provisions as well as deferred tax inventories. He has expertise in both SSAP 101 and ASC 740 and has extensive experience with the process review and control testing regarding compliance with Sarbanes Oxley Section 404. Andy provides federal and state tax return compliance services for corporations, partnerships, and life/nonlife consolidated filings. He also assists client in tax planning and consulting including matters such as accounting method changes, private letter rulings, transaction due diligence, and tax operating model enhancements. Andy has been a presenter at numerous industry conferences including the Insurance Tax Conference, Society of Actuaries Product Tax Conference, and the EY Annual Insurance Industry Update in Des Moines, among others. Andy CPA, licensed in the State of Iowa and Texas. He is a member of the Iowa Society of Public Accountants, Texas Society of CPAs, and the American Institute of CPAs. Andy serves on the board of the Iowa Taxpayers Association.

Binay Chandgothia

Binay Chandgothia, CFA, is the managing director, portfolio managment, general investments for Principal Financial Group in Seattle Washington.

Connie Jasper Woodroof

Connie Jasper Woodroof began her career in the insurance industry in 1984 completing statutory filings for both Life and Property/Casualty companies. Ms. Woodroof spent nine years with the NAIC where she served in various capacities; reviewing of statements for quality, testing of RBC formulas and software during formula development, and assisting with the development and teaching of an industry educational series. Connie completed 18 years as the NAIC Liaison for Fiserv/StoneRiver/Sapiens, where she helped both Sapiens and its clients keep abreast of events at the NAIC, responded to statutory reporting and accounting information requests and provided educational opportunities. Currently, Ms. Jasper Woodroof is serving as a statutory insurance industry consultant for FORVIS as well as offering consulting services to the insurance industry. Connie remains active on several industry interested parties groups working with NAIC issues. Woodroof holds a FLMI, a B.S. in Accounting and a M.A. in General Psychology

David Brown

David Brown graduated magna cum laude with a Bachelor of Science degree in business administration from Washington University in St. Louis. He also earned a Master of Business Administration with high distinction from the University of Michigan. He is a certified public accountant (CPA).

Brown joined Wellmark in 2011. As the company’s executive vice president, chief financial officer and treasurer, he is responsible for the finance functions, including accounting, tax, actuarial, underwriting, investments, procurement, audit services, analytics and property management.

Brown serves on the Boards of the Des Moines Redevelopment Company, the Downtown Community Alliance and the Iowa Natural Heritage Foundation.

Prior to joining Wellmark, Brown spent 12 years with Capital One Financial, most recently as managing vice president where he led the finance function for Capital One’s domestic credit card business. Brown also has experience in management consulting with Bain and Company, and he started his career in public accounting with PricewaterhouseCoopers.

David Wingert

Dave is the Executive Vice President and Chief Operations Officer for Grinnell Mutual. He also represents the company on the board of directors of the Global Insurance Accelerator.

Prior to joining Grinnell Mutual, Dave held various positions with Aviva USA from 2001 to 2011 most recently as Senior Vice President and Controller. From 1985 to 2011 he progressed from Staff Accountant to Senior Manager with KPMG LLP, an international accounting firm, specializing in serving insurance clients.

Dave has served as Chairman of the Board of Make-A-Wish Foundation of Iowa, Co-Chair of Jolly Holiday Lights (Make-A-Wish’s largest fundraiser in Iowa), and board member of Hospice of Central Iowa. He is currently a board member of Mercy Hospital Foundation in Des Moines and is also Trustee and Finance Chair for St. Joseph parish in Des Moines.

Dave was born in Oelwein, Iowa, and received a Bachelor of Business Administration degree from Iowa State University and is a Certified Public Accountant. He is also a Chartered Property and Casualty Underwriter (CPCU) and a Fellow of the Life Management Institute (FLMI).

Donald Seibel

Donald J. Seibel is the Chief Financial Officer (CFO) and Treasurer of FBL Financial Group, a position they have held since August 2012. Don was previously the Vice President (VP) of Finance from January 2007 to August 2012, the Vice President of Accounting from January 2002 to January 2007, and the GAAP Accounting Vice President from January 1998 to January 2002. Don has been with FBL Financial Group since 1996, starting in the Accounting department.

Don has played a key role in the financial success of FBL Financial Group. He was instrumental in leading the company through the Great Recession and ensuring its financial stability. He has also helped FBL Financial Group grow and expand its operations, most recently through its acquisition of American Equity Investment Life Holding Company in 2017. Don is a certified public accountant (CPA) and earned their bachelor’s degree in accounting from Iowa State University.

Jeffrey Webb

Jeffrey J. Webb is a Partner in the Financial Services - Insurance practice of Deloitte Tax, LLP. He has a significant amount of experience assisting insurance companies with tax planning strategies; data, technology and operational platform efficiencies; transaction services; and financial reporting for income taxes.

He assists companies with establishing, gaining efficiencies, and integrating closely held insurance platforms.

Jeff supports companies with their tax transformation programs. Projects include tax source data sensitization and mining, automation opportunities, human capital deployment, technology implementations, and tax account balance validations.

He actively assists companies with their transaction based advisory: structuring, carve out / purchase accounting and modeling; taxpayer consolidation issues, domestic / international tax profile modeling and controversy issues.

Jeff received his Bachelor of Science degree in Accounting from the University of Connecticut. He is a licensed Certified Public Accountant in New York and Illinois, and is a member of the AICPA, NYSSCPA, and Illinois CPA Society.

His volunteer activities include: WGA/ESF, Director. Chicago Symphony Orchestra: Governing Member and Corporate Night Committee. Phantom Regiment Drum and Bugle Corps, Finance Committee.

Catherine and Jeff support charities in, and around, Chicago and Des Moines focusing on access to education and the arts.

Jennifer Weiner

Ms. Weiner has over 24 years of audit and advisory experience. She has served a variety of public, private and foreign traded companies within the financial services industry, including property and casualty insurers, life insurers with traditional and variable products, health care organizations and broker dealers.

Jennifer is a principal technical resource on accounting and financial reporting matters to EY insurance professionals and clients, and is a member of the EY global IFRS insurance technical panel. She is involved in a broad range of internal risk management activities, including tracking emerging accounting issues and consulting with engagement teams that serve insurance, wealth and asset management, as well as banking and capital markets.

From 2010-2013 Jennifer was a senior fellow at the FASB where she was the lead project manager on the insurance contracts project. This involved working with the IASB to develop a new standard to improve the financial reporting for insurers and included: writing technical papers and developing recommendations, presenting to the boards and drafting the proposed Accounting Standard Update, Insurance Contracts.

Ms. Weiner earned a BS in accounting from the University of Illinois at Urbana-Champaign. She is a licensed CPA in New York. Jennifer is a Fellow of the Life Management Institute, and a member of the American Institute of Certified Public Accountants.

Jeremy Wortman

With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman, Ph.D., is the owner of HRD Initiatives, a consulting company specializing in leadership development, organizational development and talent management solutions. Jeremy works with executive teams in determining talent management strategies, building leadership talent, implementing solutions and coaching individual leaders. He has more than 20 years of experience in organization and leadership development with a significant amount of his time at TD Ameritrade where he was the Director of Organizational Effectiveness. He has extensive knowledge of organizational psychology and has developed strategies and programs that build better individuals and organizations using a strengths-based approach. Jeremy has focused his expertise within the accounting profession since 2004. He is a frequent speaker at regional, national and international conferences on the topics of ethical decision- making, leadership development and talent management. His clients range from small accounting firms to the top ten largest in the United States, many of whom are found on Accounting Today’s Best Firms to Work for list. Jeremy attended the University of Nebraska where he earned his Ph.D. in Organizational Behavior, Leadership and Organizational Development and a Masters in Business Administration. He holds undergraduate degrees in Economics and Human Resources. Jeremy is a member of the American Psychological Association, the Society of Industrial and Organizational Psychology, and the Academy of Management. He is also active in his local community as the former President of the Young Alumni Board for the College of Business Administration at the University of Nebraska, where he was also an adjunct professor from 1999 to 2016.

Ken McCullum

Ken McCullum is senior vice president and chief risk officer of Principal Financial Group. He is responsible for helping the company identify and successfully manage risk across the company to deliver the best value to our customers, employees, shareholders, and communities where we do business.

McCullum joined Principal in April 2015 as vice president and chief actuary. He was promoted to his current position in September 2020. Prior to joining the company, he served as executive vice president responsible for business development and in force management at Delaware Life Insurance Company. Before Delaware Life, McCullum was a senior vice president responsible for managing the life and annuity businesses at Sun Life. He helped lead the transaction which created Delaware Life, when Sun Life sold its closed life and annuity blocks to a group of private investors arranged by Guggenheim Partners. Earlier in his career McCullum spent 15 years with The Hartford where he held several positions including leading their institutional investment products division and chief actuary of their legacy holdings division.

McCullum earned his bachelor’s degree from Ball State University in Muncie, Indiana. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He is Vice Chairman on the board of directors for By Degrees, a Des Moines based charity that partners with entire schools to increase high school graduation and postsecondary readiness rates while engaging community partnerships to uplift students, families, and whole neighborhoods.

M. Sean Vicente

Sean Vicente is the managing partner of KPMG’s Des Moines office. He is a leader in KPMG’s Insurance Accounting Advisory practice. Sean has more than 27 years of industry experience providing professional services related to financial statement audits, audits of internal control, accounting advisory and financial due diligence. Sean has served both private and publicly held insurance and financial service organizations. This has included service to insurance companies reporting under US. GAAP, IFRS 17, and Statutory Accounting Principles as well as involvement with entities reporting as part of multi-national groups. This has included experience with property/casualty and life insurance companies, special purpose acquisition companies, as well as SEC and other regulatory reporting matters. Sean has served as a national instructor for KPMG’s insurance audit practice as well as past service to the Iowa Society of Certified Public Accountants Insurance Industry Committee. He serves on the board of the United Way of Central Iowa and is the Chair Elect. He also serves as treasurer for the board of the Greater Des Moines Partnership. He is a member of the Iowa Society of CPAs and the American Institute of CPAs.

Michael Wolf

Michael Wolf is a global economist at Deloitte Touche Tohmatsu Ltd. He provides written commentary and analysis on global economic issues that affect the firm and its clients. He has been quoted by various media outlets, including the Wall Street Journal and NPR. Wolf began his career as an economist at the US Labor Department and has since held economist positions at Moody’s Analytics, Wells Fargo Securities, and PwC. He has two graduate degrees, one in economic policy from Columbia University, and the other in statistics from Baruch College. He also has a bachelor’s degree in economics from the University of Maryland.

Thomas Wheeland

Tom Wheeland is the national insurance services practice leader for Forvis in St.Louis. Tom has nearly 30 years of experience providing corporate and insurance tax services. His experience includes serving property/casualty, life and health companies of all sizes with an emphasis on tax accounting and consulting. Prior to joining Forvis, Tom provided insurance tax services at two international firms and was the principle author of the white paper “Tax Accounting for Insurance Companies: A comparison of tax accounting under generally accepted and statutory accounting principles 2012 and beyond.” He is a frequent speaker at insurance tax forums, including the Insurance Tax Conference, Iowa Society of CPAs Insurance Industry Conference and the Insurance Accounting and Systems Association’s national, regional and local conferences. He has served on the SSAP 10 and FIN 48 working groups of the National Association of Insurance Commissioners. Tom is a 1984 graduate of the University of Notre Dame with a bachelor’s degree in finance and a 1988 graduate of St. Louis University School of Law. He is a licensed CPA and attorney.