Faculty

No other risk management training program can boast the outstanding faculty of PRIMA Institute. PRIMA Institute’s faculty lead the public risk management profession. These industry leaders gather at PI to teach, share experiences, network and advise the careers of attendees.

2018 PRIMA Institute Faculty

Tiffany Allen, ARM-P, PS-MESH
Senior Risk Control Consultant, Public Sector
Travelers

Teresa Bartlett, MD
Senior Vice President & Senior Medical Officer
Sedgwick Claims Management Services, Inc.

Kelvin Coleman
President & CEO
Route 2 Strategies

Mujtaba Datoo, ACAS, MAAA, FCA
Actuarial Practice Leader
Aon Risk Solutions

Michael Fann, ARM-P, MBA

Director of Loss Control
The Pool – TN

Dorothy Gjerdrum, ARM-P
Senior Managing Director, Public Sector
Arthur J. Gallagher & Co.

Lori Gray
Risk Management Division Chief
Prince William County, VA

Steve Hightower
Fleet Manager
City of Kingsport, TN

Geoff Kinsella, FCII, MBA
Partner
Safeonline LLP

Amy Larson, Esq.
Risk and Litigation Manager
City of Bloomington, MN

Carleen Patterson, ARM-P, CIC, CRM
Managing Director, Public Sector
Aon Risk Solutions

Jose Peralta, ARM
Director, Public Sector
Aon Risk Solutions

Thom Rickert, CPCU, ARM-P/E, ARC, ARe
Vice President, Emerging Risk Specialist
Trident Public Risk Solutions

Jeff Roberts
Claims Director
Berkley Public Entity Managers, LLC, a W.R. Berkley Company

Bradley Schulz, ASA
Managing Director
Duff & Phelps

Joey Sylvester
National Director, Public Sector
Arthur J. Gallagher & Co.

Mauricio Velazquez, MBA
President & CEO
Diversity Training Group

Richard Vincelette
President
Berkley Public Entity Managers, LLC, a W.R. Berkley Company

John Waggoner, CPCU, ARM
Assistant Vice President, Claims
The PMA Companies

David Weightman, CPCU, CSP, ARM-P
Risk Control Manager, Public Entity Practice
The PMA Companies

 

 

Tiffany Allen has worked in the risk management and insurance field for 27 years and is an avid supporter of PRIMA, having served as president of the North Carolina chapter and by working on various local and national PRIMA committees. She credits her understanding of insurance and risk management to her early career experience as an underwriter and fourteen year adventure in risk management for multiple government agencies in North Carolina. She now serves as a senior risk control consultant for public sector services at the Travelers Insurance Company. Tiffany has a Bachelor of Science degree in business administration, and holds the ARM-P and PS-MESH designations.

Teresa Bartlett is the senior vice president and senior medical officer at Sedgwick CMS as of January 2009. She has experience managing large self-insured, multi-state workers’ compensation programs and the Canadian workers’ compensation program. She is also responsible for leading the team that won the Corporate Health Achievement Award from ACOEM in 2005 for the Development and Implementation of a Best Practice Clinical Model. Teresa was the recipient of the Crain’s Detroit Business 2008 Health Care Hero Award, was considered by Business Insurance as one of the Women to Watch in 2012 and was the recipient of the President’s Honor Roll of the Comp Laude award for Work Comp Central for her work with physicians who had aberrant prescribing patterns in California. In 2017, she was appointed to the inaugural Board for the Women to Watch Foundation.

Kelvin Coleman focuses on transforming ideas and goals into actual achievements for state and local governments as well as small and medium-size businesses. As president and CEO of Route 2 Strategies, he is responsible for developing, promoting and implementing policies that fully integrate government agencies and private sector industries into cybersecurity plans, procedures and exercises. Prior to this role, Kelvin was a strategic director at FireEye, a cyber threat intelligence company. He managed NSA and DOD accounts related to protecting government intel networks. Kelvin spent a number of years with the U.S. Department of Homeland Security's Office of Cybersecurity and Communications. While there, he served as the director of the Office of Intergovernmental Affairs. In 2011, Kelvin joined the White House staff where he served as director of State Engagement, National Security Council - Cyber Directorate.  He was also the staff director for the president’s National Security Telecommunications Advisory Committee. 

Mujtaba Datoo has over 30 years of experience providing actuarial services within the insurance and risk management fields. He has spent over 10,000 hours within the last decade preparing actuarial reports, and thus qualifies as an expert according to the 10,000-hour rule popularized by Malcolm Gladwell in his bestselling book Outliers. He has extensive experience in ratemaking, loss reserve, funding and cost allocation studies for self-insured workers’ compensation and liability programs, particularly for pooling programs. His experience has included tenures in a commercial carrier, with rating bureaus and in consulting. He is a frequent speaker at public sector educational conferences and pool boards. Mujtaba has also presented extensively on understanding actuarial reports and its findings, financial measures and cost allocations. He is the cornerstone of the financial boot camp of the Aon Pooling Symposia.

Michael Fann has more than 30 years’ experience in providing risk management consulting & training for local governments, school systems, universities and associations. He is an award-winning author and speaker, working with clients and audiences from across the United States. He serves full-time as a risk control resource for more than 500 entities participating in the risk management pool. Fann is a graduate of Middle Tennessee State University (finance & political science) and Ole Miss (MBA - management). He has participated in international exchanges with colleagues from the United Kingdom, China and Australia. A former two-time member of the Board of Directors of PRIMA, he also served on the Board of the Public Entity Risk Institute (PERI) from 2013 to 2016. In 2014, he was the 11th recipient of PRIMA’s Distinguished Service Award. He has also received TnPRIMA’s Distinguished Service Award in 2012.

Dorothy Gjerdrum is the senior managing director of Gallagher’s ERM practice group and senior managing director of Gallagher’s public sector sales group. From 2008-2014, Dorothy was the chair of the US Technical Advisory Group to ISO 31000 which is responsible for representing the interests of the United States risk management community in the standards development process. She is knowledgeable about best practices in risk management from around the world. She continues to serve as a technical expert to TC 262 and has represented the U.S. at international work group meetings since 2008. She is also a risk management consultant for cities, counties, public school districts, community colleges and universities and a national expert on implementing ERM in the public sector.

Lori Gray is the risk management division chief for Prince William County, VA and has over 25 years of risk management, safety and loss control experience. Lori oversees a full range of local government services including police, fire and rescue, court services, education, development administration, libraries, parks and recreational services, health and social services, public improvements, planning and general administration. She was the 2008 PRIMA Risk Manager of the Year as well as the 2013 Business Insurance Risk Manager of the Year.

Steve Hightower has been fleet manager for Kingsport, Tennessee for 21 years, with over 850 pieces of rolling stock valued at over $29 million. Steve is an ASE certified mechanic with degrees in heavy truck repair and business management. He is a member of the Northeast State Community College Technical Advisory Council for their automotive program. Having worked up through the ranks from mechanic to manager, Steve understands all aspects of fleet operations and has a reputation in the region as a resource for innovative fleet ideas and information on appropriate repairs.

Geoff Kinsella has lived and worked in a variety of insurance/reinsurance markets including Ireland, Middle East, Canada and the UK. With experience of insurance broking both as a retailer and a wholesaler, he has a firm grasp on the challenges that his clients face. Geoff turned his attention in 2012 to the emerging insurance market for cyber risks and ultimately joined Safeonline in London as a partner. Geoff and his colleagues place and manage cyber risk insurances on behalf of a diverse range of clients within the public, retail, IT, energy, entertainment, hospitality, healthcare and financial services sectors. Geoff is also FCII qualified and holds an MBA.

Amy Larson has more than 18 years’ experience as the risk manager for the City of Bloomington, MN, including the past eight years as the risk and litigation manager. She is responsible for the overall planning, management, administration, organization and coordination of the city’s risk management program; review and negotiation of city contracts; and litigation management.  Amy is a licensed attorney in the state of Minnesota and a frequent presenter for many national PRIMA events, including PRIMA Institute, the national conference and speaker's bureau. Amy currently sits on the national PRIMA Board of Directors and the Minnesota Chapter of PRIMA. She also served as the president of national PRIMA in 2017-2018 and was a member of the Public Entity Risk Institute (PERI) Board of Directors from 2012-2017.

Carleen Patterson is the managing director and national practice leader for Aon Risk Solutions. Carleen is responsible for the design and implementation of governmental and quasi-governmental property and casualty insurance programs. She specializes in self-insurance, risk pooling programs and public sector brokerage and consulting. Carleen has more than 25 years of risk management, claims, and insurance brokerage experience, including 16 years of public sector brokerage and consulting experience. She holds the Associate in Risk Management for Public Entities (ARM-P), the Certified Insurance Counselor (CIC) and the Certified Risk Managers (CRM) designations.

Jose Peralta is the director of Aon's public sector practice. He works to set strategic initiatives delivering Aon's industry-leading brokerage and consulting to public entities across the US. Jose’s expertise is in complex program design for state and local governments. He’s been part of Aon’s public sector practice since its inception nearly a decade ago. Prior to that, he was an underwriter at Affiliated FM, specializing in natural hazard-exposed property programs from a variety of clients.

Thom Rickert hasexecutive leadership experience in all property and casualty lines of business, spanning multiple segments and industries with advanced expertise in public entity risk. He has served as the business leader for technology solutions in policy administration, underwriting, channel management and risk analytics. His client service responsibilities have included underwriting, marketing, coverage document creation and analysis, rate development, reinsurance negotiation, operational budgeting, claims aggregate review, governing board liaison and special legislative research.

Jeff Roberts is a Claims Director for Berkley Public EntityManagers, a W.R.Berkley company.  Prior to joining Berkley Public Entity Managers, Jeff was an Assistant Vice President of Excess Casualty Claims and Crisis Management Claims.In his Excess role he handled the company's high profile, high exposure claims; Crisis management claims included product recall and contamination claims as well as Kidnap, Ransom, and Extortion ("KRE") claims. Jeff graduated with a BS in Marketing from Fordham University.

Bradley Schulz is a managing director for the Fixed Asset Management and Insurance Solutions practice of Duff & Phelps and is a part of the Valuation Advisory Services business unit. He is the national leader of property insurance appraisals, including both the religious and airport sectors. He manages staff within six regional offices and specialized practices for insurance valuation, fixed asset inventory and reconciliation, health-care, government, higher education and property record outsourcing. Brad has directed engagement for numerous large clients such as Archdiocese of Los Angeles, Archdiocese of Miami, Archdiocese of Portland in Oregon, BMS Group, District of Columbia Office of Risk Management, JFK International Air Terminal, Miami-Dade Aviation Department, Airports Company South Africa and Port of Seattle. Brad joined American Appraisal (now Duff & Phelps) in 2002. He earned his BA degree as a double major in both finance and economics from the University of Illinois Urbana-Champaign. Brad is an Accredited Senior Appraiser within the Machinery & Technical Specialties discipline of the American Society of Appraisers. He also serves on the National Machinery & Technical Specialties Discipline Committee with the American Society of Appraisers.

Joey Sylvester oversees planning and deployment of sales initiatives, resources and communications for the public sector practice at Gallagher. He works with a wide variety of public entities from state governments, cities and parishes, public housing authorities and K-12 schools. Joey obtained a master’s degree in industrial/organizational psychology and is well versed in the areas of organizational culture, organizational development and succession planning.

Mauricio Velazquez is the president of The Diversity Training Group (DTG) in Herndon, VA. DTG’s clients include small and large, public and private organizations. Mauricio serves as a diversity and inclusion (D&I) strategist, consultant and trainer on the topics of sexual harassment prevention, respectful workplace/toxic employees and employee engagement/trust. He also serves as an executive coach, mentoring trainer, and expert witness and assists organizations with multicultural marketing, selling, and customer service.

Richard Vincelette has been the president of Berkley Public Entity Managers since its inception in 2012. In 1986, Rich looked at the withdrawal of the insurance market from public entities as an opportunity to partner with newly formed public entity risk sharing groups and uninsured individual entities committed to managing their risk. From there, he began the public entity practice at a large reinsurer. W.R. Berkley’s client niche structure is consistent with Rich’s strong belief that it is essential to have a deep understanding of a client’s diverse needs and priorities combined with a clear customer focus. Rich’s model brings a collaborative, multi-disciplined team of individuals with varied and specific skills to augment the skills of the clients. He often meets with elected and appointed officials and their teams to find innovative ways to prepare for the diverse challenges facing public entities.

John Waggoner is the assistant vice president of claims for PMA Management Corp.’s Southern Region and has over 24 years of experience with workers’ compensation claims handling, oversight and management. He works with the third party administration side, which has been in operation for over 25 years. John has been on the board of directors for the Richmond CPCU chapter and currently participates on the Legislative Committee with the Virginia Self-Insured Association. He holds a Bachelor of Business Administration degree from the College of William & Mary. John also holds the CPCU (Chartered Property Casualty Underwriter) and ARM (Associate in Risk Management) designations.

David Weightman is a risk control manager for PMA Companies and is responsible for managing the risk control services provided to public entity clients. With more than 30 years of experience, David has held various field and management positions with PMA, where he has managed and delivered safety and risk control services for both the traditional insurance market and self-insured clients. He has a Bachelor of Science degree in occupational safety and health from Millersville University and a Master in Business Administration degree from LaSalle University. He holds the Charter Property and Casualty Underwriter (CPCU), Associate in Risk Management for Public Entities (ARM-P) and Associate in Loss Control Management (ALCM) designations and is a Certified Safety Professional (CSP). David has also served as a faculty member of the Insurance Society of Philadelphia, where he taught ARM and ALCM classes.

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