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Business Insurance invites readers to join in support of 

Funding the Education of Tomorrow’s 


Risk Management and Insurance Leaders 


2012 GALA 

SEPTEMBER 12, 2012 

THE WALDORF=ASTORIA, NEW YORK CITY 

Seraina Maag Maag 

Chief Chief Executive, North North America 

Property & Casualty, & Casualty, XL XL Insurance 

CELEBRATING EXCELLENCE 

CELEBRATING EXCELLENCE 

HONORING 

Honoring 

David J. Zuercher 

Retired Head of Insurance, 

Wells Fargo & Company 

For further information, please contact Camy Calve at (212) 218-4080 or galadinner@spencered.org. 

WEDNESDAY, SEPTEMBER 12, 2012, THE WALDORF=ASTORIA, NEW YORK CITY

Faces of Spencer 

At the RIMS Opening reception with Program Director Angela Sabatino (second 

from right), are (l to r) Spencer Scholars Noelle Codespoti, Kaitlin Graf 

and Blaine McDonald 

The annual Spencer Gallagher Golf 

Tournament held during the 2012 RIMS conference 

in Philadelphia raised $38,000 for the 

Foundation. 

Spencer Scholar Noelle Codespoti, currently the Executive Director at Gamma Iota Sigma, 

speaks with risk management students at the 2012 RIMS Conference in Philadelphia. 

The annual NAPCO Hockey Tournament at the 2012 RIMS conference 

in Philadelphia raised $12,000 for the Foundation. 

The 2012 FM Global Loss Course Development grant winners were announced at the RIMS 

conference. From left: Al Gorski, Orange County Transportation Authority and adjunct instructor 

at California State University at Fullerton; Spencer Educational Foundation President and FM 

Global SVP, Engineering & Research Brion Callori; Dr. Weili Lu, California State University; Dr. 

Cesar Pinto, Old Dominion University; Dr. Michael McShane, Old Dominion University; Spencer 

Chairwoman Peggy Accordino and Spencer’s Immediate Past Chairman Roger Andrews. 

At the Spencer Educational Reception at the 

RIMS 2012 Conference, a Spencer Scholar 

speaks with a RIMS member



2012 GALA 

HONORING 

Seraina Maag 

Chief Executive, North American Property & Casualty 

XL Insurance 

& 

David Zuercher 

Retired Head of Insurance 

Wells Fargo & Co. 

WEDNESDAY, SEPTEMBER 12, 2012 

THE WALDORF=ASTORIA HOTEL 

NEW YORK CITY

GALA DINNER CO-CHAIRS 

SCOTT ISAACSON 

Executive Vice President 

Head of Insurance Strategy and Carrier Relations 

Wells Fargo Insurance Services USA, Inc. 

GARY S. KAPLAN 

Managing Director 

President, Construction 

President, Environmental 

XL Insurance America, Inc. 

KEVIN T. KENNY 

Executive Vice President 

Head of Insurance Brokerage and Consulting 


GALA DINNER COMMITTEE 

PEGGY ACCORDINO, CHAIR 

Vice President – Director of Risk Management 

National Financial Partners Corp. 

DAVID G. ADLER 

President 

Strategic Risk Advisors, LLC 

ROGER L. ANDREWS 

Director of Risk Management 

E.D. Bullard Company 

W. GORDON KNIGHT 

President, Insurance and Operations 

Allied World Assurance Co. (US), Inc. 

WARREN J. MULA 

CEO, Aon Broking 

Aon Risk Services 

JOSEPH TOCCO 

Managing Director 

President, N.A. Property and XL GAPS 

XL Insurance 

DONNA L. GALER 

Independent Consultant 

Retired Executive 

Zurich Insurance Company Ltd. 

PETER A. HEARD 

National Accounts Vice President 

Travelers Insurance 

ANDREW L. MILLER 

Development Director 

Spencer Educational Foundation

OFFICERS AND BOARD OF DIRECTORS 

Peggy Accordino – Chairwoman 



David G. Adler, ARM – Treasurer 

President 

Strategic Risk Advisors, LLC 

Roger L. Andrews – Immediate Past Chairman 

Director of Risk Management 

E.D. Bullard Company 

DEBORAH A. BABCOCK 

Associate Director 

Katie School of Insurance & Financial Services 

Illinois State University 

Jim Blinn 

Principal 

Advisen Ltd. 

J. Ruffin Branham Jr. 

Managing Director, Business Development 

Markel Specialty 

Mark A. Butler 

President, National Insurance 

Liberty Mutual Insurance 

Brion E. Callori – President 

Senior Vice President – Engineering and Research 

FM Global 

Ron Davis 

Executive Vice President, Head of Market Customers 

and Business Analytics 


Donna L. Galer – Past Chairwoman 

Independent Consultant 

Retired Executive 


Peter A. Heard – Secretary 

National Accounts Vice President 

Travelers Insurance 

Dr. Robert E. Hoyt 

Moore Chair and Head of the Risk Management and 

Insurance Program 

University of Georgia 

W. Gordon Knight 

President – Insurance and Operations 

Allied World North America Co. (US), Inc. 

Daniel H. Kugler – Vice President 

Assistant Treasurer, Risk Management 

Snap-On Incorporated 

Christopher A. Maleno 

Chief Operating Officer 

ACE USA 

Timothy Meacham 

Executive Vice President, Executive Operations 

Group 

Lockton Companies 

John R. Phelps – ex officio 

Director, Business Risk Solutions 

Blue Cross and Blue Shield of Florida 

Vice President, Risk and Insurance Management 

Society, Inc. 

B. Scott Rich 

Vice President (retired) 

Flowers Foods 

Pamela G. Rogers 

Vice President, Enterprise Risk and Insurance 

Management 

Weight Watchers International, Inc. 

Craig M. Van der Voort 

Vice President – Market Relations 

Arthur J. Gallagher and Co. 

Paul D. Winston 

Associate Publisher 

Business Insurance 

SPENCER EDUCATIONAL FOUNDATION STAFF 

John J. Harrington 

CFO 

Andrew L. Miller 

Development Director 

Angela Sabatino 

Programs Director

SPECIAL THANKS 

The Spencer Educational Foundation would specifically like to recognize and thank the following companies 

and individuals for their contributions to the Gala Dinner: 

BENEFACTORS 

Allianz Global Corporate & Specialty 

Aon Risk Solutions 

Chartis 


R. Dan Peed 

QBE 


XL Group 

Zurich 

SUPPORTERS 

Arthur J. Gallagher & Co. 

Cahill Gordon & Reindel LLP 

FM Global 

Ironshore Insurance 

Marsh & McLennan Companies 

Travelers 

PATRONS 

ACE Group 

Allied World Assurance Company 

Alliant Insurance Services, Inc. 

American Professional Agency 

AmWins Brokerage 

Axis Insurance 

The Chubb Corporation 

C.V. Starr & Co., Inc. 

Deloitte 

General Reinsurance Corporation 

Guy Carpenter 

Lloyd’s America Inc. 

Lockton Companies, LLC 

McKinsey & Company, Inc. 

Munich Reinsurance America 

Navigators Management Company 

Partners Specialty Group, LLC 

RT Specialty 

Turner Surety & Insurance Brokerage Company 

Wells Fargo Insurance Services 

White & Williams 

Willis Re Inc. 

Willis North America 

SPONSORS 

Arch Reinsurance Company 

Carlton Fields 

Construction Risk Partners 

CRC Insurance Services, Inc. 

Donald P. Pipino Company, LTD 

First Best 

Frank Crystal & Co, Inc. 

Gordon & Rees LLP 

P. Richard & Linda Hackenburg 

Hanover Stone Partners 

Hub International New England 

Markel Corporation 

The Mechanic Group 

Milber Makris Plousadis & Seiden, LLP 

New Day Underwriting Managers 


Physician’s Reciprocal Insurers 

Preferred Concepts 

Risk and Insurance Management Society, Inc. 

Riskonnect, Inc. 

Safety National 

The Sullivan Group – PLEASE VERIFY NAME 

Swiss Re America Holding Corporation 

Swiss Re Corporate Solutions 

TigerRisk Partners 

Travis Pedersen & Associates, Inc. 

FRIENDS 

Anderson Kill & Olick, PC 

Debbie Babcock 

Beecher Carlson 

BMS CAT Inc. 

The Brookeside Group, Inc. 

FBMC 

Fireman’s Fund 

Franco & Moroney, LLC 

Donna Galer 

Genex Services, Inc. 

Golden, Rothschild, Spagnola, Lundell, Boylan, & 

Garubo, P.C. 

Dr. Robert Hoyt 

Dr. Deborah Little 

Mesirow Financial 

NIF Group 

Program Brokerage Corporation 

B. Scott Rich 

Sterling & Sterling, Inc. 

Suprasesh 

CONTRIBUTORS 

James C. Newton, Jr. 

Debbie Rodgers

AGENDA 

6:00 – 7:00 p.m. 

Cocktail Reception 

7:00 – 9:00 p.m. 

Dinner and Program 

~ 

Program Agenda 

Master of Ceremonies 

John Amore 

CEO General Insurance (retired) 


Peggy Accordino 



and 

Chairwoman, Spencer Educational Foundation 

Drew Carey 

2012 Spencer Scholar, St. John’s University 

William J. Clagnaz Memorial/ACE USA Scholarship 

Gisselle Escotto 

2012 Spencer Scholar—Part-time MBA, New York University 

Senior Data Management Analyst, Insurance Services Office, Inc. 

Dinner & Dessert 

Honoree Presentations 

Introduction of Seraina Maag by John Amore 

Seraina Maag’s remarks 

Introduction of David Zuercher by Kevin Kenny 

Executive Vice President, Head of Insurance Brokerage and Consulting 


David Zuercher’s remarks 

Door prize drawing 

Farewell and thank you

HONOREE: Seraina Maag 


Chief Executive, North American 

Property & Casualty 

XL Insurance 

Seraina Maag is Chief Executive of the North America Property & Casualty (P&C) unit of XL Group plc’s 

global insurance operations. She directs XL Group’s multiline property & casualty operations, including 

underwriting activities for General Property, U.S. Risk Management, Excess Casualty, North America 

Programs, Environmental and Excess & Surplus coverages, in the U.S. and Canada. 

Throughout her career, Ms. Maag has held leadership positions in commercial insurance and finance in the 

US and abroad. Before joining XL Group, Ms. Maag was President of Zurich North America Commercial, 

Specialties Business Unit where she managed all aspects of the unit’s U.S. operations. She was promoted to 

this position after serving as the unit’s Chief Financial Officer. 

Ms. Maag also served as head of Investor Relations & Rating Agencies for Zurich Financial Services in 

Switzerland. In that role, she was responsible for managing relationships with investors, analysts and rating 

agencies on a global basis. Prior to joining Zurich in 2002, Ms. Maag was a founding partner and 

financial analyst for NZB Neue Zuercher Bank in Switzerland. Between 1990 and 2000, she held various 

management positions within underwriting and financial at SwissRe in Switzerland and Australia. 

Ms. Maag was elected a Young Global Leader by the World Economic Forum, which nominates individuals 

to help discover innovative solutions to today’s most pressing problems through various initiatives and 

workstreams, as well as catalyzing the next generation of leaders. She holds an MBA from Monash Mt. 

Eliza Business School in Australia and is also a CFA (Certified Financial Analyst) Charterholder.

HONOREE: David Zuercher 

David Zuercher 

Retired Head of Insurance 

Wells Fargo & Co. 

David Zuercher is a retired executive of Wells Fargo & Company, where he worked for 43 years. Dave 

retired on December 31, 2011 in accordance with the Company’s mandatory retirement policy for its 

Management Committee members. He currently resides in Los Angeles. 

From 1993 until 2011 he was responsible for Wells Fargo’s International & Insurance Service business 

group. The international segment served Wells Fargo’s corporate and mid market customers global needs 

through domestic and overseas branches and representative offices and provided banking services to financial 

institutions and central banks globally. The insurance services segment distributed insurance products 

and provided risk management services to consumers, small business, and corporate customers throughout 

the United States. On a combined basis this Group profitably generated over $3.6 Billion in annual revenue 

for Wells Fargo and employed 11,000 team members globally. Dave was Chairman of Wells Fargo HSBC 

Trade Bank, N.A., Chairman of Wells Fargo Insurance Services USA, Inc., the worlds 5th largest insurance 

broker and Chairman of Rural Community Insurance Services, Inc. a Wells Fargo company. 

He was formerly a director and member of the Executive Committee of Shanghai Commercial Bank Ltd. of 

Hong Kong, SAR and Wells Fargo Bank International (Ireland). He currently serves on the boards of the 

Executive Service Corps of Southern California; the Pacific Council on International Policy; the Performing 

Arts Center of Los Angeles County; and KCET Community Television of Southern California.. 

Dave graduated from Loyola Marymount University, where he is currently a member of its Board of 

Trustees. 

He and his wife Claudia have three adult children and six grandchildren.

MASTER OF CEREMONIES 

John J. Amore joined Zurich in 1992 and served as the Chief Executive Officer of General Insurance of Zurich Financial 

Services from April 2004 until December 31, 2010, and served as its Member of Group Management Board. 

Before being named CEO of Zurich US in December 2000, he served as CEO of the Zurich US Specialties business unit. In July 

2001 he became a member of the Group Executive Committee and was appointed CEO of Zurich North America. He held this 

position until the end of August 2004. In April 2004 he was appointed CEO of General Insurance, and since September 2004 

he has been concentrating on this global leadership role. 

Before joining Zurich, he was a senior executive at American International Group (AIG). Mr. Amore served as chairman of the 

American Insurance Association and was a member of its board from 2001 until March 2008. 

He serves as a member of the board of overseers for the School of Risk Management, Insurance and Actuarial Science at St. 

John’s University in New York. He is an elected partner for the Partnership for New York City, an organization dedicated to 

maintaining the city’s position as a global center of commerce and innovation and serves on the US Chamber of Commerce’s 

board of directors. 

Mr. Amore graduated with a degree in management from Embry-Riddle Aeronautical University, Daytona Beach (US), and 

with an MBA in finance from New York University. 

SPENCER CHAIRWOMAN 

Peggy Accordino has spent over thirty-four years in the risk management profession. Her career began at Morgan Guaranty 

(now known as JP Morgan), and she served as Director of Risk Management for Bank Hapoalim, an Israeli bank, and 

American Express Bank, and as the Assistant Director of Risk Management at Travelers Group. In that position, she was also 

the Director of Risk Management for Solomon Smith Barney, the wholly owned investment banking and brokerage arm of 

Travelers Group. She is currently the Vice President, Director of Risk Management at National Financial Partners, a publicly 

traded financial services company specializing in corporate benefits and wealth management. 

Ms. Accordino has been greatly involved in the Risk & Insurance Management Society (RIMS), on both a national and local 

level. She has held national office as the Vice President of Education. In that capacity she was involved in the formation of the 

Global Risk Management Institute (GRMI) which oversaw the development of the Fellow in Risk Management (FRM). 

Ms. Accordino has chaired or vice-chaired a number of national committees, including Member & Chapter Services, the 

Education Committee, the Nominating Committee and the Anita Benedetti Student Involvement Program. She is the immediate 

past chair of the recently formed Student Advisory Council which oversees and coordinates student and young professional 

outreach programs and membership. Ms. Accordino is currently the Chairwoman of the Spencer Educational Foundation and is 

a member of the Board of Directors of the New York Chapter of RIMS and is a past president. 

In 2007, she received the Ron Judd Heart of RIMS Award, a national award given to the risk manager who has done the most 

to promote risk management on the local chapter level that year. 

In 2012, Ms. Accordino received the Harry & Dorothy Goodell Award from RIMS. The award recognizes outstanding lifetime 

achievement in the field of risk management and is the most prestigious award that RIMS bestows upon an individual. The

award is earned for furthering the goals of risk management and RIMS through outstanding achievement. This award was 

established by Harry Goodell, the first president of RIMS. 

Ms. Accordino is also active in other organizations. She recently became a member of the Board of Trustees of Gamma Iota 

Sigma, the national college risk management and insurance fraternity. She is a member of the Advisory Board of the business 

school at LeMoyne College in Syracuse, NY. She is also a member of the Board of Trustees and a past Chairperson of the 

Seamen’s Society for Children and Families, a not-for-profit foster care agency in Staten Island, NY. Lastly, she sits on the 

Board of Directors of the Notre Dame Academy Alumnae Association, also located in Staten Island. 

Ms. Accordino received her Bachelor’s Degree from LeMoyne College, and holds an Associate in Risk Management (ARM) professional 

designation from the Insurance Institute of America. 

ABOUT SPENCER 

Spencer Educational Foundation, Inc. was established in 1979 to honor the late Robert S. Spencer, a former 

Risk and Insurance Management Society, Inc. (RIMS) president and vice president for Fuqua Industries, Inc. 

Reflecting Spencer’s strong belief in risk management and insurance education, the Foundation’s mission is 

to fund the education of tomorrow’s risk management and insurance industry leaders. 

Over the past 33 years, the Foundation has awarded more than $4.7 million in scholarships to undergraduate 

and graduate students studying risk management and insurance as well as to risk management professionals 

pursuing MBA degrees. 

Since its beginning, Spencer Educational Foundation has granted $2.2 million in support of such programs 

as the first Risk Management Challenge – held this year at Virginia Commonwealth University, the development 

of loss prevention curriculum, summer internship grants, the RIMS Enterprise Risk Management 

Conference and the Risk Manager in Residence Program. 

For more information about the Foundation and its programs, please visit www.spencered.org.

Gold Page Sponsor

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Tomorrow’s results require 

commitment today 

Aon is committed to strengthening the communities where 

we live and work. As a 2012 Gala sponsor, Aon is proud to 

support the Spencer Educational Foundation in its mission 

to support the development of tomorrow’s risk management 

and insurance leaders. 

We are also pleased to salute honorees Seraina Maag and 

David Zuercher for their contributions to the advancement 

of educational opportunities in our industry. 

Visit aon.com to see how Aon is helping organizations 

committed to excellence address risk and shape their 

workplace of the future. 

Risk. Reinsurance. Human Resources. Empower Results 

Gold Page Sponsor

Gold Page Sponsor 

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is Proud to Support the 

Mission of the Spencer 

Educational Foundation 

Funding the education of 

tomorrow s risk management 

and insurance leaders


Industry vision — 

celebrating excellence 

QBE is proud to support 

the work of the 

Spencer Education Foundation 

and congratulates 

Seraina Maag and 

David J. Zuercher 

for their contributions to 

the advancement of 

the next generation of leaders 

in insurance and risk management. 

As one of the top 20 general insurers 

in the world, QBE recognizes the 

foresight and leadership it takes 

to succeed in our industry. 

QBE North America 

Wall Street Plaza 

88 Pine Street 

New York, NY 10005 

qbena.com 

QBE and the links logo are registered service marks of QBE Insurance Group Limited. © 2012 QBE Holdings, Inc.

Supporting tomorrow’s visionaries 

in risk management 

Helping our clients succeed financially is our mission. Serving risk managers and their vital 

profession is one important way we do that. 

Wells Fargo Insurance is a passionate supporter of educating and growing tomorrow’s 

visionaries in risk management. We are proud to support the 2012 Spencer Gala, honoring 

David Zuercher, retired head of insurance for Wells Fargo & Company and Seraina Maag, 

chief executive — North America property and casualty for XL Insurance. 


wellsfargo.com/wfis 


Products and services are offered through Wells Fargo Insurance Services USA, Inc. and Wells Fargo Insurance Services of West Virginia, Inc., non-bank insurance 

agency affiliates of Wells Fargo & Company. 

Products and services are underwritten by unaffiliated insurance companies except crop and flood insurance, which may be underwritten by an affiliate, Rural 

Community Insurance Company. Some services require additional fees and may be offered directly through third-party providers. Banking and insurance decisions 

are made independently and do not influence each other. 

© 2012 Wells Fargo Insurance Services USA, Inc. All rights reserved.


XL Group 

Insurance 

ignite. 

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PartnerRe proudly 

supports the Spencer 

Educational Foundation 

and joins in honoring 

Seraina Maag and 

David J. Zuercher for 

their contributions 

towards education 

advancement in 

our industry. 

White Page Sponsor

White Page Sponsor

There’s a lot more to Swiss Re than reinsurance. 

Isn’t it time you found out how much more? 

Learn more about our broad, global insurance capabilities at 

www.swissre.com/corporatesolutions 

Swiss Re Corporate Solutions is proud to be a sponsor of the 

Spencer Educational Foundation Gala. 

White Page Sponsor 

© 2012 Swiss Re

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�� 

Carlton Fields is pleased to support 

the insurance industry and the 

Spencer Educational Foundation. 

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��Chambers USA for 

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For more information on our insurance 

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NFP congratulates Seraina Maag 

and David Zuercher on being 

recognized by the Spencer 

Educational Foundation! 

We are proud of Seraina and 

David and their contributions to 

the future of our industry.

Swiss Re is proud to sponsor the Spencer Educational Foundation 

Swiss Re applauds the Spencer Educational Foundation for supporting and 

recognizing our industry’s students, professionals and valued leaders. 

Congratulations to this year’s Gala Dinner honorees: Seraina Maag and 

David Zuercher. 

www.swissre.com 

. 

Willis would like to Congratulate 


for being honored by 

The Spencer Educational Foundation

ANDERSON KILL &OLICK, P.C. 

PROUDLY SUPPORTS THE 

SPENCER EDUCATIONAL 

FOUNDATION 

Experience the Anderson Kill Difference: 

Maximize Your Insurance Recovery 

NO TIES TO INSURANCE COMPANIES 

NO CONFLICTS OF INTEREST 

Tel: (212) 278-1000 

Fax: (212) 278-1733 

New York, NY, Newark, NJ, 

Philadelphia, PA, Stamford, CT, 

Ventura, CA, Washington, DC 

www.andersonkill.com 

Connect with AndersonKillLaw online

Specialty 

insurance 

Markel is proud to support 

the Spencer Educational 

Foundation. 

markelcorp.com 

(800) 446-6671 

Mesirow Financial 

is proud to support the 

Spencer Educational Foundation 

Investment Management | Global Markets | Insurance Services | Consulting 

mesirowfinancial.com 

Securities offered through Mesirow Financial, Inc. Member NYSE, SIPC. Insurance services offered through Mesirow Insurance Services, 

Inc. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name 

and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2012, Mesirow Financial Holdings, Inc. All rights reserved.

2012 SPENCER SCHOLARS 

The Foundation awarded more than $330,000 in scholarships this year to undergraduate, graduate and pre-dissertation 

students as well as to risk management and insurance professionals pursuing an MBA degree. 

Undergraduates 

Named/Memorial Scholarships: 

Student University Scholarship 

Christopher D. Ahn Temple University John T. Lockton Memorial 

Cameron N. Annas Appalachian State University John T. Lockton Memorial 

Geoffrey W. Bernardo Virginia Commonwealth University FM Global 

Drew A. Carey St. John’s University William J. Clagnaz Memorial/ACE USA 

Riley C. Christy Indiana State University Ian R. Heap Memorial/XL Capital 

Michael M. Cross Temple University Zurich Financial Services 

Kyle A. Enderle Temple University Thomas Regan Memorial/RIMS NY Chapter 

Alexander A. Fudali, Jr. University of Georgia RIMS Atlanta Chapter 

Cathleen J. Gabriel Temple University John T. Lockton Memorial 

Brett R. Glaser Illinois State University Liberty Mutual Group 

Andrew D. Graman Indiana State University Douglas Barlow Memorial 

Austin J. Grant Illinois State University September 11th Memorial 

William E. Hauser II Temple University John T. Lockton Memorial 

Jaclin R. Huxford Indiana State University John T. Lockton Memorial 

Jewel E. Sayoko Kawamoto Wofford College John T. Lockton Memorial

Bradley T. Ketzner Indiana State University RIMS Chicago Chapter 

Brooke N. Knight Indiana State University Robert E. and John P. Gallagher Memorial Martin 

L. Leicht Temple University John T. Lockton Memorial 

Andrew D. Litchfield Ball State University FM Global 

Justin T. LoPiccolo Temple University John T. Lockton Memorial 

Kelly Jane Lovett University of Hartford Dante Petrizzo Memorial/RIMS NY Chapter 

Corinne M. McCarter Illinois State University Liberty Mutual Group 

Rumbidzai M. Masamvu Appalachian State University John T. Lockton Memorial 

Samuel K. Matthews St. John’s University Dr. Ellen Thrower 

Logan S. Mendenhall Indiana State University Joseph P. Holwerda Memorial 

Erin E. Meyers University of Georgia E.J. Leverett Memorial/RIMS Atlanta Chapter 

Eric R. Mutch Illinois State University Liberty Mutual Group 

Duc T. Nguyen University of North Texas RIMS Dallas/Ft. Worth Chapter 

Nicholas J. Roth Temple University John T. Lockton Memorial 

Alexander D. Schwartz Temple University Liberty Mutual Group 

Sviatlana Serhiyenia Temple University Risk and Insurance Management Society, Inc. 

Sarah A. Shelton Missouri State University John T. Lockton Memorial 

Christopher S. Townsend Virginia Commonwealth University John T. Lockton Memorial 

Cristina A. Vigilante Temple University Allied World Assurance Company 

General fund scholarships: 

Shelby Brajewski Illinois State University 

Benjamin R. Bussert Illinois State University 

Jean R. Celestin Illinois State University 

Timothy M. Cowen University of Wisconsin-Madison 

Stefan Doeblitz University of Oregon 

Morgan E. Godden Indiana State University 

Paul D. Hyer Temple University 

Warren K.Y. Cheung Kit St. John’s University 

Regina M. Ross Temple University 

William J. Thorsson Temple University 

Micah W. Todd University of Connecticut 

LaKenya Young Georgia State University 

Full-Time Master/Graduate Scholarships 

Adriana P. Lievano City University of London (Cass Business School) 

Costain Nikisi City University of London (Cass Business School) 

Brenton J. Thompson Northwestern University 

Janet L. Zeaiter University of Wisconsin-Madison ** 

** Anita Benedetti Memorial Scholarship (Spencer Sponsored Scholarship) 

Full-Time Pre-Dissertation Scholarship: 

Jill M. Bisco Florida State University 

Part-Time Master Scholarships: 

Student Name University Attending Employer 

Michael T. Casey University of Toledo Dana Holding Corporation 

Gisselle F. Escotto New York University Insurance Services Office 

Michael J. Ganzi New York University ACE USA 

Lauren O. Kowan Georgia State University Core Benefit Solutions, LLC 

Mark D. Pfeifer Creighton University Ag Processing Inc. 

Sarah S. Rogers New York University Vantiv, LLC

Robert S. Spencer 

About the Spencer Educational Foundation 

Spencer Educational Foundation, Inc. was established in 1979 to honor the late Robert S. Spencer, a 

former Risk and Insurance Management Society, Inc. (RIMS) president and vice president for Fuqua 

Industries, Inc. Reflecting Spencer’s strong belief in risk management and insurance education, the 

Foundation’s mission is to fund the education of tomorrow’s risk management and insurance industry 

leaders. 

Over the past 33 years, the Foundation has awarded more than $4.7 million in scholarships to 

undergraduate and graduate students studying risk management and insurance as well as to risk 

management professionals pursuing MBA degrees. 

Since its beginning, Spencer Educational Foundation has granted $2.2 million in support of such 

programs as the first Risk Management Challenge – held this year at Virginia Commonwealth 

University, the development of loss prevention curriculum, summer internship grants, the RIMS 

Enterprise Risk Management Conference and the Risk Manager in Residence Program. 

For more information about the Foundation and its programs, please visit www.spencered.org.

Fact Sheet 

Since its establishment, Spencer Educational Foundation has been funding the 

education of tomorrow’s risk management and insurance leaders by: 

● Awarding $4.7 million in scholarships to undergraduate, graduate, pre-dissertation 

risk management and part-time Master’s degree students. In 2012, the Foundation 

awarded 50 scholarship awards totaling $336,000. 

● Giving $360,000 in grants to RIMS Anita Benedetti Student Involvement Program, 

allowing students to attend the RIMS Annual Conference and Exhibition at no cost. 

● Awarding $503,000 in Risk Manager in Residence program grants to universities 

and colleges to host lectures by senior risk managers on real-world applications. The 

program is now celebrating its 15th year. 

● Providing $567,000 in student internship grants to RIMS member companies. 

● Awarding $250,000 in FM Global Loss Control Course Development grants to the 

University of Hartford, Virginia Commonwealth University, Ball State University, Old 

Dominion and California State University at Fullerton to develop loss control 

curricula. 

● Awarding $175,000 to Georgia State University to create a mini-MBA program in 

enterprise risk management (CERMAS). 

● Awarding $50,000 to West Virginia University’s Fred Wright Center’s Executive in 

Residence program. 

● Awarding $175,000 to RIMS toward creation of online professional development 

ERM workshops and podcasts. 

www.spencered.org

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