Annual Meeting Speakers
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Jonathan Ankney, ACAS, MAAA 

Jonathan is a Managing Director at  Deloitte Consulting, LLP Jonathan has 22 years of actuarial experience, the past 19 of which have been with the Chicago office of Deloitte Consulting LLP. He serves as Chief Operating Officer for Deloitte’s Human Capital consulting practice. As an actuary, Jonathan helps his clients understand the financial implications of risks they face. His industry focus has primarily been on insurance company clients, but he has also served self-insured companies in the manufacturing, consumer products, retail, and services sectors.

 

Nanabayin (Nana) Coleman, ASA

Nana is a Financial Analyst at the Principal Financial Group in Des Moines Iowa, in the Individual Life Division, working on the Risk Management/Modeling team.  He started his career there in July 2013 after graduating from Drake University with a degree in Actuarial Science.  He has worked on various projects around solvency, profitability and has been particularly involved with model maintenance, enhancement and validation.  He became an Associate of the Society of Actuaries in 2018. 

Outside of his professional life at Principal, Nana is an active member of Alpha Phi Alpha Fraternity, Inc., having previously coordinated the Des Moines alumni chapter’s educational/mentoring initiatives, and presently oversees its scholarship program. He was also the founding CFO of Pyramid Theatre Company, Des Moines’ first theatre company focusing on works by black artists and telling black stories.  Nana’s present endeavor is Bridge Solutions LLC, a Des Moines based research and design firm focused on developing platforms for financial inclusion in the United States.  This effort stemmed from his interest in microinsurance, which he is excited to present on at the 2018 annual meeting! 

Nana has been a member of IABA since 2011, and is presently involved as a member of the Boot Camp planning committee.  Outside of work, or the project of the day, Nana enjoys putting ideas together with people from a variety of disciplines, community and youth development, dabbling in performing arts, and playing Australian football with Des Moines Roosters Australian football club.      

 

Alan Glickstein, ASA, EA

Alan is a Managing Director based in our Dallas office. He has more than 30 years of experience in the employee benefits field, including 15 years with Willis Towers Watson. Alan specializes in the strategic design and financing of total compensation packages, and he has a particular focus on the retirement benefits area, including cash balance plans, retirement research and the retail industry.  Alan also leads our financial well-being business strategy.

As the company’s head of Retirement policies and procedures for North America, Alan is responsible for many of the positions Willis Towers Watson takes on retirement issues and for advocacy on behalf of our clients. He represents Willis Towers Watson on the policy board and executive board of the American Benefits Council and has been quoted regularly in publications, including Business Insurance, Pensions & Investments, The New York Times and The Wall Street Journal as well as various print and online trade journals.

Alan is an enrolled actuary under ERISA and an associate of the Society of Actuaries. He earned a B.A. in mathematics from Queens College, City University of New York.

 

David Johnson

David is a Vice President and Senior Consultant with The Segal Group, one of the nation’s leading Human Resources, Compensation and Employee Benefits consulting firms. He leads the firm’s work for a number of large public sector, corporate, non-profit and multi-employer clients. David brings particular expertise in evidence-based workplace wellness programs and leveraging Behavioral Economics and Behavior Change principles in Human Resources Management.  He is also an Adjunct Professor in the Department of Pyschology at Towson University.  

David has 29 years of experience in Human Resources, Insurance and Employee Benefits.  He is a frequent national and regional speaker on behavior change strategies.  Recent presentations include two briefings at the US Capitol on the value of prevention to American employers and a workshop at the National Summit for the Partnership for a Healthier America, an initiative chaired by former First Lady Michelle Obama. David has published multiple articles on employee benefits issues in Bloomberg / Bureau of National Affairs, and has been quoted in US News & World Report, Employee Benefits Advisor, the Washington Business Journal, the Baltimore Business Journal, and Employee Benefits News.

David currently serves as a member of the Payment Models Workgroup of the Maryland Health Services Review Commission, appointed by the Maryland’s Secretary of Health & Mental Hygiene.  He has recently served as a Board Member of the MidAtlantic Business Group on Health, President of the Worldwide Employee Benefits Group, Baltimore Chapter; and as a Fit-Friendly Employer Reviewer for the American Heart Association.   David is also active in the Society of Human Resources Management and the Healthcare Financial Management Association.  

In additinon to 8 years with The Segal Group, David has worked with Aon Hewitt, Mercer Consulting and Johns Hopkins Health System.  He maintains a Life & Health and Property & Casualty License in Maryland. David holds an MBA in Health Care Management from Johns Hopkins University and a Bachelors of Science in Public Health from the University of North Carolina at Chapel Hill.

 

Adam Kallin, FCAS, MAAA

Adam is an Actuarial Manager in PwC’s Actuarial Services group. He has provided service to clients across the P&C insurance industry for more than seven years, including national and international organizations.  Adam has maintained a role as a key team member on a multitude of balance sheet conversion projects, both to IFRS 17 and other international accounting  standards.  Adam’s work has included the development of a PAA eligibility template to assist companies in strategic decision making, assistance with identifying gaps in current systems, roadmapping, and assisting with the development of accounting policies.  Adam has also been a team member in company and industry IFRS 17 initiatives, including developing and delivering presentations to the Casualty Actuarial Society, developing and presenting internal training sessions to the PwC actuarial group, and participating in the American Academy of Actuaries IFRS working group. 

 

Stevel Kolk, ACAS, MAAA

Steve is an independent consulting actuary with decades of insurance industry experience. He has worked for both stock and mutual insurance companies ranging from $125 million to over $1 billion in size. He has worked on all lines of property and casualty insurance. Steve has focused on property risk analysis in recent years. Recently, he led a team that performed hurricane risk analysis, reserving and filed a dozen annual Florida rate filings as AVP of Pricing at American Integrity Insurance Company of Florida. Previously Steve and most recently worked as chief actuary and senior modeler for CoreLogic, a leading global property information, analytics and data-enabled services provider.

Steve is passionate about climate change and Sea Level Rise issues.  He enjoys working on these issues with other actuaries, scientists, government and business people. He has been a member of the Casualty Actuarial Society’s Climate Change Committee since 2010. He has seen the development of the Actuaries Climate Index from conceptualization through gathering of pertinent data and construction of the index.

Steve earned a B.A. degree in Mathematics, with honors, from Calvin College in Grand Rapids, Michigan. He has been an officer of a Casualty Actuarial Society regional chapter and member of the Casualty Actuaries of the Northwest. Steve is also a sought-after speaker and published author.

 

Mitchell Momanyi, FSA, MAAA

Mitchell is a healthcare actuary with the Atlanta office of Milliman. He joined the firm in 2015.

Mitchell’s actuarial experience at Milliman includes advising health insurance companies on pricing and operational aspects of the Medicare Advantage program. In addition to working on US products, he also provides actuarial support to the MicroInsurance Centre at Milliman. As a member of the Society of Actuaries’ Fellowship Exam Committee, he helps develop examinations for the Group and Health fellowship track.

Prior to starting his actuarial career, Mitchell taught various Mathematics courses at the community college level. His prior experience with the IABA involves serving as a boot camp volunteer in the 2017 Annual Conference.

Mitchell’s passion is using his professional credentials and education to help drive economic and social development. He was born and grew up in Nairobi, Kenya. Mitchell has a B.S. degree in Mathematics from Farleigh Dickinson University and a M.S. degree in Financial Mathematics from Florida State University.

 

Ugo Okpewho, FSA, MAAA 

Ugo is a consulting actuary at Aon, based in our New York office. As a consulting actuary, Ugo is responsible for all financial analyses for his clients. This includes, but is not limited to, budget projections, contribution analyses, data surveys, data analysis, data manipulation, modeling and validation of client information. He is also responsible for the application of statistical and mathematical methodologies to evaluate the efficiency of healthcare programs as well as the management of budgeting and cost-cutting initiatives that directly influence client healthcare performance. 

Ugo has over 17 years of experience. He first began working in the healthcare industry in 2000, and joined Aon in 2016. 

Prior, he was employed at multiple Blue Cross Blue Shield health insurance carriers in various actuarial health pricing, reserving, forecasting and financial roles. Most recently, he led the Individual market for a Blue Cross Blue Shield health plan through the Affordable Care Act (ACA) transition, pricing and rate filing process. He was also employed at a national Pharmacy Benefit Manager (PBM) as the Chief Actuary performing Medicare bid pricing and forecasting. He also served as a consulting health actuary performing employer renewals, reserving and actuarial research and publications at a global actuarial and benefits consulting firm. 

Ugo is an expert with complex analyses of health claims, actuarial model building, health claims reserving, financial forecasting and pricing. 

Ugo earned his bachelor’s degree in Financial Analysis/Math from the State University of New York at Buffalo. He is a Fellow of the Society of Actuaries (FSA) and a Member of the American Academy of Actuaries (MAAA).

 

Lela Patrick, FCAS, MAAA

Lela is a director with experience leading actuarial teams for some of PwC’s largest P&C clients with global insurance and reinsurance operations. She has worked alongside her clients to manage difficult messages and work through important decisions around reserving, operational governance, and financial reporting.

Lela has led actuarial modelling and education sessions around insurance accounting changes - assisting with planning, gap assessments, pro forma modeling, technical implementation, and review. In particular, she has built out IFRS 17 pro forma models for companies, which are both tailored to the unique features of the underlying products and with flexibility for sensitivity testing.  In doing so, she has worked hand-in-hand with companies to identify the information needed to support the modelling, adjustments to underlying assumptions, and opportunities within the guidance to apply alternative assumptions/methodologies. Furthermore, she has done extensive work on PAA eligibility - building frameworks to assess eligibility, evaluating guidance to understand areas of flexibility, and assisting her clients with strategic considerations in implementation.

Lela is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.  She holds a BA in Mathematics and Sociology/Anthropology from Swarthmore College.

 

Brian Simon, ASA

Brian leads the Actuarial Services team for VCG Consultants. As lead consulting actuary he is responsible for working with organizations of all sizes to analyze and quantify strategic benefits initiatives. His experience and expertise give him the perspective to develop practical strategies to address the continuously changing healthcare market and trends.

He works extensively with large clients in several industries and services, mainly focused on the financial and risk management aspects of all areas of the client’s benefit plans. Brian has over 10 years of experience, working at Willis Towers Watson and Mercer in their employee benefits department before joining VCG. 

Brian earned a Master of Science in Finance with a concentration in Risk Management from Georgia State University and graduated magna cum laude with a Bachelor of Science in Accounting and Computer Information Systems from Cumberland University. As a committed lifelong learner, he has done numerous continuing education programs, including courses of study at Emory University and Yale.

 

Emily Taylor

Emily is an AVP of the Life Financial Planning & Analysis team at Lincoln Financial Group in Greensboro, NC where she a leads a team of actuaries.  She has 15 years of experience in the insurance industry and started her career in public accounting.  Emily recently led the implementation of a cloud based planning & forecasting solution that delivered improved accuracy and quality of management insights.

Her skill set includes financial reporting and analysis, financial communications and planning and forecasting. Emily is a Certified Public Accountant (CPA) and has her masters in accounting from the University of North Carolina at Greensboro.

 

Hoa Ton-That, P.hD.

Hoa is a second Vice President at Travelers. He is data scientist working in Innovation and Artificial Intelligence at the Travelers Innovation Center.

 

Tom Troceen

Tom is currently the Chief Technology Officer for DW Simpson, and regularly attends actuarial meetings held by the SOA, CAS, SEAC, IABA and ICA. He also runs the largest social network for actuaries at the Actuarial Outpost. With over 43,000 members, 300,000 discussion topics, and 9,000,000 posts, it is the most visited actuarial website worldwide. Tom also compiles the annual DW Simpson Actuarial Salary Survey which is the most trusted and comprehensive salary survey for actuaries.  Tom graduated from Florida State University earning a Bachelor’s degree in Actuarial Science, and currently lives in Atlanta, GA with his wife and two kids.

 

Peng (Jimmy) Ye, FSA, CERA

Jimmy is a Senior Actuarial Consultant in the Life Valuation team at Lincoln Financial Group in Greensboro, NC.  He recently collaborated with other areas to implement the newest version of the MoneyGuard , which is a Universal Life with Long Term Care riders. Prior to joining Lincoln, Jimmy had worked in Long Term Care valuation, GGY Axis Modelling, and Variable Annuity Hedging.

Jimmy holds a Bachelor’s degree in Actuarial Science from the University of Waterloo. Jimmy is an FSA, a Chartered Enterprise Risk Analyst (CERA), and enjoys reading up on history and geography.

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10/1/2018
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