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Business Insurance invites readers to join in support of<br />
Funding the Education of Tomorrow’s<br />
Funding the Education of Tomorrow’s<br />
Risk Management and Insurance Leaders<br />
Risk Management and Insurance Leaders<br />
2012 GALA<br />
SEPTEMBER 12, 2012<br />
THE WALDORF=ASTORIA, NEW YORK CITY<br />
<strong>Seraina</strong> <strong>Maag</strong> <strong>Maag</strong><br />
Chief Chief Executive, North North America<br />
Property & Casualty, & Casualty, XL XL Insurance<br />
CELEBRATING EXCELLENCE<br />
CELEBRATING EXCELLENCE<br />
HONORING<br />
Honoring<br />
David J. Zuercher<br />
Retired Head of Insurance,<br />
Wells Fargo & Company<br />
For further information, please contact Camy Calve at (212) 218-4080 or galadinner@spencered.org.<br />
WEDNESDAY, SEPTEMBER 12, 2012, THE WALDORF=ASTORIA, NEW YORK CITY
Faces of Spencer<br />
At the RIMS Opening reception with Program Director Angela Sabatino (second<br />
from right), are (l to r) Spencer Scholars Noelle Codespoti, Kaitlin Graf<br />
and Blaine McDonald<br />
The annual Spencer Gallagher Golf<br />
Tournament held during the 2012 RIMS conference<br />
in Philadelphia raised $38,000 for the<br />
Foundation.<br />
Spencer Scholar Noelle Codespoti, currently the Executive Director at Gamma Iota Sigma,<br />
speaks with risk management students at the 2012 RIMS Conference in Philadelphia.<br />
The annual NAPCO Hockey Tournament at the 2012 RIMS conference<br />
in Philadelphia raised $12,000 for the Foundation.<br />
The 2012 FM Global Loss Course Development grant winners were announced at the RIMS<br />
conference. From left: Al Gorski, Orange County Transportation Authority and adjunct instructor<br />
at California State University at Fullerton; Spencer Educational Foundation President and FM<br />
Global SVP, Engineering & Research Brion Callori; Dr. Weili Lu, California State University; Dr.<br />
Cesar Pinto, Old Dominion University; Dr. Michael McShane, Old Dominion University; Spencer<br />
Chairwoman Peggy Accordino and Spencer’s Immediate Past Chairman Roger Andrews.<br />
At the Spencer Educational Reception at the<br />
RIMS 2012 Conference, a Spencer Scholar<br />
speaks with a RIMS member
Funding the Education of Tomorrow’s<br />
Risk Management and Insurance Leaders<br />
2012 GALA<br />
HONORING<br />
<strong>Seraina</strong> <strong>Maag</strong><br />
Chief Executive, North American Property & Casualty<br />
XL Insurance<br />
&<br />
David Zuercher<br />
Retired Head of Insurance<br />
Wells Fargo & Co.<br />
WEDNESDAY, SEPTEMBER 12, 2012<br />
THE WALDORF=ASTORIA HOTEL<br />
NEW YORK CITY
GALA DINNER CO-CHAIRS<br />
SCOTT ISAACSON<br />
Executive Vice President<br />
Head of Insurance Strategy and Carrier Relations<br />
Wells Fargo Insurance <strong>Services</strong> USA, Inc.<br />
GARY S. KAPLAN<br />
Managing Director<br />
President, Construction<br />
President, Environmental<br />
XL Insurance America, Inc.<br />
KEVIN T. KENNY<br />
Executive Vice President<br />
Head of Insurance Brokerage and Consulting<br />
Wells Fargo Insurance <strong>Services</strong> USA, Inc.<br />
GALA DINNER COMMITTEE<br />
PEGGY ACCORDINO, CHAIR<br />
Vice President – Director of Risk Management<br />
National Financial Partners Corp.<br />
DAVID G. ADLER<br />
President<br />
Strategic Risk Advisors, LLC<br />
ROGER L. ANDREWS<br />
Director of Risk Management<br />
E.D. Bullard Company<br />
W. GORDON KNIGHT<br />
President, Insurance and Operations<br />
Allied World Assurance Co. (US), Inc.<br />
WARREN J. MULA<br />
CEO, Aon Broking<br />
Aon Risk <strong>Services</strong><br />
JOSEPH TOCCO<br />
Managing Director<br />
President, N.A. Property and XL GAPS<br />
XL Insurance<br />
DONNA L. GALER<br />
Independent Consultant<br />
Retired Executive<br />
Zurich Insurance Company Ltd.<br />
PETER A. HEARD<br />
National Accounts Vice President<br />
Travelers Insurance<br />
ANDREW L. MILLER<br />
Development Director<br />
Spencer Educational Foundation
OFFICERS AND BOARD OF DIRECTORS<br />
Peggy Accordino – Chairwoman<br />
Vice President – Director of Risk Management<br />
National Financial Partners Corp.<br />
David G. Adler, ARM – Treasurer<br />
President<br />
Strategic Risk Advisors, LLC<br />
Roger L. Andrews – Immediate Past Chairman<br />
Director of Risk Management<br />
E.D. Bullard Company<br />
DEBORAH A. BABCOCK<br />
Associate Director<br />
Katie School of Insurance & Financial <strong>Services</strong><br />
Illinois State University<br />
Jim Blinn<br />
Principal<br />
Advisen Ltd.<br />
J. Ruffin Branham Jr.<br />
Managing Director, Business Development<br />
Markel Specialty<br />
Mark A. Butler<br />
President, National Insurance<br />
Liberty Mutual Insurance<br />
Brion E. Callori – President<br />
Senior Vice President – Engineering and Research<br />
FM Global<br />
Ron Davis<br />
Executive Vice President, Head of Market Customers<br />
and Business Analytics<br />
Zurich Insurance Company Ltd.<br />
Donna L. Galer – Past Chairwoman<br />
Independent Consultant<br />
Retired Executive<br />
Zurich Insurance Company Ltd.<br />
Peter A. Heard – Secretary<br />
National Accounts Vice President<br />
Travelers Insurance<br />
Dr. Robert E. Hoyt<br />
Moore Chair and Head of the Risk Management and<br />
Insurance Program<br />
University of Georgia<br />
W. Gordon Knight<br />
President – Insurance and Operations<br />
Allied World North America Co. (US), Inc.<br />
Daniel H. Kugler – Vice President<br />
Assistant Treasurer, Risk Management<br />
Snap-On Incorporated<br />
Christopher A. Maleno<br />
Chief Operating Officer<br />
ACE USA<br />
Timothy Meacham<br />
Executive Vice President, Executive Operations<br />
Group<br />
Lockton Companies<br />
John R. Phelps – ex officio<br />
Director, Business Risk Solutions<br />
Blue Cross and Blue Shield of Florida<br />
Vice President, Risk and Insurance Management<br />
Society, Inc.<br />
B. Scott Rich<br />
Vice President (retired)<br />
Flowers Foods<br />
Pamela G. Rogers<br />
Vice President, Enterprise Risk and Insurance<br />
Management<br />
Weight Watchers International, Inc.<br />
Craig M. Van der Voort<br />
Vice President – Market Relations<br />
Arthur J. Gallagher and Co.<br />
Paul D. Winston<br />
Associate Publisher<br />
Business Insurance<br />
SPENCER EDUCATIONAL FOUNDATION STAFF<br />
John J. Harrington<br />
CFO<br />
Andrew L. Miller<br />
Development Director<br />
Angela Sabatino<br />
Programs Director
SPECIAL THANKS<br />
The Spencer Educational Foundation would specifically like to recognize and thank the following companies<br />
and individuals for their contributions to the Gala Dinner:<br />
BENEFACTORS<br />
Allianz Global Corporate & Specialty<br />
Aon Risk Solutions<br />
Chartis<br />
Liberty Mutual Insurance<br />
R. Dan Peed<br />
QBE<br />
Wells Fargo Insurance <strong>Services</strong> USA, Inc.<br />
XL Group<br />
Zurich<br />
SUPPORTERS<br />
Arthur J. Gallagher & Co.<br />
Cahill Gordon & Reindel LLP<br />
FM Global<br />
Ironshore Insurance<br />
Marsh & McLennan Companies<br />
Travelers<br />
PATRONS<br />
ACE Group<br />
Allied World Assurance Company<br />
Alliant Insurance <strong>Services</strong>, Inc.<br />
American Professional Agency<br />
AmWins Brokerage<br />
Axis Insurance<br />
The Chubb Corporation<br />
C.V. Starr & Co., Inc.<br />
Deloitte<br />
General Reinsurance Corporation<br />
Guy Carpenter<br />
Lloyd’s America Inc.<br />
Lockton Companies, LLC<br />
McKinsey & Company, Inc.<br />
Munich Reinsurance America<br />
Navigators Management Company<br />
Partners Specialty Group, LLC<br />
RT Specialty<br />
Turner Surety & Insurance Brokerage Company<br />
Wells Fargo Insurance <strong>Services</strong><br />
White & Williams<br />
Willis Re Inc.<br />
Willis North America<br />
SPONSORS<br />
Arch Reinsurance Company<br />
Carlton Fields<br />
Construction Risk Partners<br />
CRC Insurance <strong>Services</strong>, Inc.<br />
Donald P. Pipino Company, LTD<br />
First Best<br />
Frank Crystal & Co, Inc.<br />
Gordon & Rees LLP<br />
P. Richard & Linda Hackenburg<br />
Hanover Stone Partners<br />
Hub International New England<br />
Markel Corporation<br />
The Mechanic Group<br />
Milber Makris Plousadis & Seiden, LLP<br />
New Day Underwriting Managers<br />
National Financial Partners Corp.<br />
Physician’s Reciprocal Insurers<br />
Preferred Concepts<br />
Risk and Insurance Management Society, Inc.<br />
Riskonnect, Inc.<br />
Safety National<br />
The Sullivan Group – PLEASE VERIFY NAME<br />
Swiss Re America Holding Corporation<br />
Swiss Re Corporate Solutions<br />
TigerRisk Partners<br />
Travis Pedersen & Associates, Inc.<br />
FRIENDS<br />
Anderson Kill & Olick, PC<br />
Debbie Babcock<br />
Beecher Carlson<br />
BMS CAT Inc.<br />
The Brookeside Group, Inc.<br />
FBMC<br />
Fireman’s Fund<br />
Franco & Moroney, LLC<br />
Donna Galer<br />
Genex <strong>Services</strong>, Inc.<br />
Golden, Rothschild, Spagnola, Lundell, Boylan, &<br />
Garubo, P.C.<br />
Dr. Robert Hoyt<br />
Dr. Deborah Little<br />
Mesirow Financial<br />
NIF Group<br />
Program Brokerage Corporation<br />
B. Scott Rich<br />
Sterling & Sterling, Inc.<br />
Suprasesh<br />
CONTRIBUTORS<br />
James C. Newton, Jr.<br />
Debbie Rodgers
AGENDA<br />
6:00 – 7:00 p.m.<br />
Cocktail Reception<br />
7:00 – 9:00 p.m.<br />
Dinner and Program<br />
~<br />
Program Agenda<br />
Master of Ceremonies<br />
John Amore<br />
CEO General Insurance (retired)<br />
Zurich Insurance Company Ltd.<br />
Peggy Accordino<br />
Vice President – Director of Risk Management<br />
National Financial Partners Corp.<br />
and<br />
Chairwoman, Spencer Educational Foundation<br />
Drew Carey<br />
2012 Spencer Scholar, St. John’s University<br />
William J. Clagnaz Memorial/ACE USA Scholarship<br />
Gisselle Escotto<br />
2012 Spencer Scholar—Part-time MBA, New York University<br />
Senior Data Management Analyst, Insurance <strong>Services</strong> Office, Inc.<br />
Dinner & Dessert<br />
Honoree Presentations<br />
Introduction of <strong>Seraina</strong> <strong>Maag</strong> by John Amore<br />
<strong>Seraina</strong> <strong>Maag</strong>’s remarks<br />
Introduction of David Zuercher by Kevin Kenny<br />
Executive Vice President, Head of Insurance Brokerage and Consulting<br />
Wells Fargo Insurance <strong>Services</strong> USA, Inc.<br />
David Zuercher’s remarks<br />
Door prize drawing<br />
Farewell and thank you
HONOREE: <strong>Seraina</strong> <strong>Maag</strong><br />
<strong>Seraina</strong> <strong>Maag</strong><br />
Chief Executive, North American<br />
Property & Casualty<br />
XL Insurance<br />
<strong>Seraina</strong> <strong>Maag</strong> is Chief Executive of the North America Property & Casualty (P&C) unit of XL Group plc’s<br />
global insurance operations. She directs XL Group’s multiline property & casualty operations, including<br />
underwriting activities for General Property, U.S. Risk Management, Excess Casualty, North America<br />
Programs, Environmental and Excess & Surplus coverages, in the U.S. and Canada.<br />
Throughout her career, Ms. <strong>Maag</strong> has held leadership positions in commercial insurance and finance in the<br />
US and abroad. Before joining XL Group, Ms. <strong>Maag</strong> was President of Zurich North America Commercial,<br />
Specialties Business Unit where she managed all aspects of the unit’s U.S. operations. She was promoted to<br />
this position after serving as the unit’s Chief Financial Officer.<br />
Ms. <strong>Maag</strong> also served as head of Investor Relations & Rating Agencies for Zurich Financial <strong>Services</strong> in<br />
Switzerland. In that role, she was responsible for managing relationships with investors, analysts and rating<br />
agencies on a global basis. Prior to joining Zurich in 2002, Ms. <strong>Maag</strong> was a founding partner and<br />
financial analyst for NZB Neue Zuercher Bank in Switzerland. Between 1990 and 2000, she held various<br />
management positions within underwriting and financial at SwissRe in Switzerland and Australia.<br />
Ms. <strong>Maag</strong> was elected a Young Global Leader by the World Economic Forum, which nominates individuals<br />
to help discover innovative solutions to today’s most pressing problems through various initiatives and<br />
workstreams, as well as catalyzing the next generation of leaders. She holds an MBA from Monash Mt.<br />
Eliza Business School in Australia and is also a CFA (Certified Financial Analyst) Charterholder.
HONOREE: David Zuercher<br />
David Zuercher<br />
Retired Head of Insurance<br />
Wells Fargo & Co.<br />
David Zuercher is a retired executive of Wells Fargo & Company, where he worked for 43 years. Dave<br />
retired on December 31, 2011 in accordance with the Company’s mandatory retirement policy for its<br />
Management Committee members. He currently resides in Los Angeles.<br />
From 1993 until 2011 he was responsible for Wells Fargo’s International & Insurance Service business<br />
group. The international segment served Wells Fargo’s corporate and mid market customers global needs<br />
through domestic and overseas branches and representative offices and provided banking services to financial<br />
institutions and central banks globally. The insurance services segment distributed insurance products<br />
and provided risk management services to consumers, small business, and corporate customers throughout<br />
the United States. On a combined basis this Group profitably generated over $3.6 Billion in annual revenue<br />
for Wells Fargo and employed 11,000 team members globally. Dave was Chairman of Wells Fargo HSBC<br />
Trade Bank, N.A., Chairman of Wells Fargo Insurance <strong>Services</strong> USA, Inc., the worlds 5th largest insurance<br />
broker and Chairman of Rural Community Insurance <strong>Services</strong>, Inc. a Wells Fargo company.<br />
He was formerly a director and member of the Executive Committee of Shanghai Commercial Bank Ltd. of<br />
Hong Kong, SAR and Wells Fargo Bank International (Ireland). He currently serves on the boards of the<br />
Executive Service Corps of Southern California; the Pacific Council on International Policy; the Performing<br />
Arts Center of Los Angeles County; and KCET Community Television of Southern California..<br />
Dave graduated from Loyola Marymount University, where he is currently a member of its Board of<br />
Trustees.<br />
He and his wife Claudia have three adult children and six grandchildren.
MASTER OF CEREMONIES<br />
John J. Amore joined Zurich in 1992 and served as the Chief Executive Officer of General Insurance of Zurich Financial<br />
<strong>Services</strong> from April 2004 until December 31, 2010, and served as its Member of Group Management Board.<br />
Before being named CEO of Zurich US in December 2000, he served as CEO of the Zurich US Specialties business unit. In July<br />
2001 he became a member of the Group Executive Committee and was appointed CEO of Zurich North America. He held this<br />
position until the end of August 2004. In April 2004 he was appointed CEO of General Insurance, and since September 2004<br />
he has been concentrating on this global leadership role.<br />
Before joining Zurich, he was a senior executive at American International Group (AIG). Mr. Amore served as chairman of the<br />
American Insurance Association and was a member of its board from 2001 until March 2008.<br />
He serves as a member of the board of overseers for the School of Risk Management, Insurance and Actuarial Science at St.<br />
John’s University in New York. He is an elected partner for the Partnership for New York City, an organization dedicated to<br />
maintaining the city’s position as a global center of commerce and innovation and serves on the US Chamber of Commerce’s<br />
board of directors.<br />
Mr. Amore graduated with a degree in management from Embry-Riddle Aeronautical University, Daytona Beach (US), and<br />
with an MBA in finance from New York University.<br />
SPENCER CHAIRWOMAN<br />
Peggy Accordino has spent over thirty-four years in the risk management profession. Her career began at Morgan Guaranty<br />
(now known as JP Morgan), and she served as Director of Risk Management for Bank Hapoalim, an Israeli bank, and<br />
American Express Bank, and as the Assistant Director of Risk Management at Travelers Group. In that position, she was also<br />
the Director of Risk Management for Solomon Smith Barney, the wholly owned investment banking and brokerage arm of<br />
Travelers Group. She is currently the Vice President, Director of Risk Management at National Financial Partners, a publicly<br />
traded financial services company specializing in corporate benefits and wealth management.<br />
Ms. Accordino has been greatly involved in the Risk & Insurance Management Society (RIMS), on both a national and local<br />
level. She has held national office as the Vice President of Education. In that capacity she was involved in the formation of the<br />
Global Risk Management Institute (GRMI) which oversaw the development of the Fellow in Risk Management (FRM).<br />
Ms. Accordino has chaired or vice-chaired a number of national committees, including Member & Chapter <strong>Services</strong>, the<br />
Education Committee, the Nominating Committee and the Anita Benedetti Student Involvement Program. She is the immediate<br />
past chair of the recently formed Student Advisory Council which oversees and coordinates student and young professional<br />
outreach programs and membership. Ms. Accordino is currently the Chairwoman of the Spencer Educational Foundation and is<br />
a member of the Board of Directors of the New York Chapter of RIMS and is a past president.<br />
In 2007, she received the Ron Judd Heart of RIMS Award, a national award given to the risk manager who has done the most<br />
to promote risk management on the local chapter level that year.<br />
In 2012, Ms. Accordino received the Harry & Dorothy Goodell Award from RIMS. The award recognizes outstanding lifetime<br />
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<br />
established by Harry Goodell, the first president of RIMS.<br />
Ms. Accordino is also active in other organizations. She recently became a member of the Board of Trustees of Gamma Iota<br />
Sigma, the national college risk management and insurance fraternity. She is a member of the Advisory Board of the business<br />
school at LeMoyne College in Syracuse, NY. She is also a member of the Board of Trustees and a past Chairperson of the<br />
Seamen’s Society for Children and Families, a not-for-profit foster care agency in Staten Island, NY. Lastly, she sits on the<br />
Board of Directors of the Notre Dame Academy Alumnae Association, also located in Staten Island.<br />
Ms. Accordino received her Bachelor’s Degree from LeMoyne College, and holds an Associate in Risk Management (ARM) professional<br />
designation from the Insurance Institute of America.<br />
ABOUT SPENCER<br />
Spencer Educational Foundation, Inc. was established in 1979 to honor the late Robert S. Spencer, a former<br />
Risk and Insurance Management Society, Inc. (RIMS) president and vice president for Fuqua Industries, Inc.<br />
Reflecting Spencer’s strong belief in risk management and insurance education, the Foundation’s mission is<br />
to fund the education of tomorrow’s risk management and insurance industry leaders.<br />
Over the past 33 years, the Foundation has awarded more than $4.7 million in scholarships to undergraduate<br />
and graduate students studying risk management and insurance as well as to risk management professionals<br />
pursuing MBA degrees.<br />
Since its beginning, Spencer Educational Foundation has granted $2.2 million in support of such programs<br />
as the first Risk Management Challenge – held this year at Virginia Commonwealth University, the development<br />
of loss prevention curriculum, summer internship grants, the RIMS Enterprise Risk Management<br />
Conference and the Risk Manager in Residence Program.<br />
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<br />
commitment today<br />
Aon is committed to strengthening the communities where<br />
we live and work. As a 2012 Gala sponsor, Aon is proud to<br />
support the Spencer Educational Foundation in its mission<br />
to support the development of tomorrow’s risk management<br />
and insurance leaders.<br />
We are also pleased to salute honorees <strong>Seraina</strong> <strong>Maag</strong> and<br />
David Zuercher for their contributions to the advancement<br />
of educational opportunities in our industry.<br />
Visit aon.com to see how Aon is helping organizations<br />
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Industry vision —<br />
celebrating excellence<br />
QBE is proud to support<br />
the work of the<br />
Spencer Education Foundation<br />
and congratulates<br />
<strong>Seraina</strong> <strong>Maag</strong> and<br />
David J. Zuercher<br />
for their contributions to<br />
the advancement of<br />
the next generation of leaders<br />
in insurance and risk management.<br />
As one of the top 20 general insurers<br />
in the world, QBE recognizes the<br />
foresight and leadership it takes<br />
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QBE North America<br />
Wall Street Plaza<br />
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QBE and the links logo are registered service marks of QBE Insurance Group Limited. © 2012 QBE Holdings, Inc.
Supporting tomorrow’s visionaries<br />
in risk management<br />
Helping our clients succeed financially is our mission. Serving risk managers and their vital<br />
profession is one important way we do that.<br />
Wells Fargo Insurance is a passionate supporter of educating and growing tomorrow’s<br />
visionaries in risk management. We are proud to support the 2012 Spencer Gala, honoring<br />
David Zuercher, retired head of insurance for Wells Fargo & Company and <strong>Seraina</strong> <strong>Maag</strong>,<br />
chief executive — North America property and casualty for XL Insurance.<br />
Wells Fargo Insurance <strong>Services</strong> USA, Inc.<br />
wellsfargo.com/wfis<br />
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Products and services are offered through Wells Fargo Insurance <strong>Services</strong> USA, Inc. and Wells Fargo Insurance <strong>Services</strong> of West Virginia, Inc., non-bank insurance<br />
agency affiliates of Wells Fargo & Company.<br />
Products and services are underwritten by unaffiliated insurance companies except crop and flood insurance, which may be underwritten by an affiliate, Rural<br />
Community Insurance Company. Some services require additional fees and may be offered directly through third-party providers. Banking and insurance decisions<br />
are made independently and do not influence each other.<br />
© 2012 Wells Fargo Insurance <strong>Services</strong> USA, Inc. All rights reserved.
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PartnerRe proudly<br />
supports the Spencer<br />
Educational Foundation<br />
and joins in honoring<br />
<strong>Seraina</strong> <strong>Maag</strong> and<br />
David J. Zuercher for<br />
their contributions<br />
towards education<br />
advancement in<br />
our industry.<br />
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Swiss Re Corporate Solutions is proud to be a sponsor of the<br />
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© 2012 Swiss Re
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Carlton Fields is pleased to support<br />
the insurance industry and the<br />
Spencer Educational Foundation.<br />
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NFP congratulates <strong>Seraina</strong> <strong>Maag</strong><br />
and David Zuercher on being<br />
recognized by the Spencer<br />
Educational Foundation!<br />
We are proud of <strong>Seraina</strong> and<br />
David and their contributions to<br />
the future of our industry.
Swiss Re is proud to sponsor the Spencer Educational Foundation<br />
Swiss Re applauds the Spencer Educational Foundation for supporting and<br />
recognizing our industry’s students, professionals and valued leaders.<br />
Congratulations to this year’s Gala Dinner honorees: <strong>Seraina</strong> <strong>Maag</strong> and<br />
David Zuercher.<br />
www.swissre.com<br />
.<br />
Willis would like to Congratulate<br />
<strong>Seraina</strong> <strong>Maag</strong><br />
for being honored by<br />
The Spencer Educational Foundation
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PROUDLY SUPPORTS THE<br />
SPENCER EDUCATIONAL<br />
FOUNDATION<br />
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2012 SPENCER SCHOLARS<br />
The Foundation awarded more than $330,000 in scholarships this year to undergraduate, graduate and pre-dissertation<br />
students as well as to risk management and insurance professionals pursuing an MBA degree.<br />
Undergraduates<br />
Named/Memorial Scholarships:<br />
Student University Scholarship<br />
Christopher D. Ahn Temple University John T. Lockton Memorial<br />
Cameron N. Annas Appalachian State University John T. Lockton Memorial<br />
Geoffrey W. Bernardo Virginia Commonwealth University FM Global<br />
Drew A. Carey St. John’s University William J. Clagnaz Memorial/ACE USA<br />
Riley C. Christy Indiana State University Ian R. Heap Memorial/XL Capital<br />
Michael M. Cross Temple University Zurich Financial <strong>Services</strong><br />
Kyle A. Enderle Temple University Thomas Regan Memorial/RIMS NY Chapter<br />
Alexander A. Fudali, Jr. University of Georgia RIMS Atlanta Chapter<br />
Cathleen J. Gabriel Temple University John T. Lockton Memorial<br />
Brett R. Glaser Illinois State University Liberty Mutual Group<br />
Andrew D. Graman Indiana State University Douglas Barlow Memorial<br />
Austin J. Grant Illinois State University September 11th Memorial<br />
William E. Hauser II Temple University John T. Lockton Memorial<br />
Jaclin R. Huxford Indiana State University John T. Lockton Memorial<br />
Jewel E. Sayoko Kawamoto Wofford College John T. Lockton Memorial
Bradley T. Ketzner Indiana State University RIMS Chicago Chapter<br />
Brooke N. Knight Indiana State University Robert E. and John P. Gallagher Memorial Martin<br />
L. Leicht Temple University John T. Lockton Memorial<br />
Andrew D. Litchfield Ball State University FM Global<br />
Justin T. LoPiccolo Temple University John T. Lockton Memorial<br />
Kelly Jane Lovett University of Hartford Dante Petrizzo Memorial/RIMS NY Chapter<br />
Corinne M. McCarter Illinois State University Liberty Mutual Group<br />
Rumbidzai M. Masamvu Appalachian State University John T. Lockton Memorial<br />
Samuel K. Matthews St. John’s University Dr. Ellen Thrower<br />
Logan S. Mendenhall Indiana State University Joseph P. Holwerda Memorial<br />
Erin E. Meyers University of Georgia E.J. Leverett Memorial/RIMS Atlanta Chapter<br />
Eric R. Mutch Illinois State University Liberty Mutual Group<br />
Duc T. Nguyen University of North Texas RIMS Dallas/Ft. Worth Chapter<br />
Nicholas J. Roth Temple University John T. Lockton Memorial<br />
Alexander D. Schwartz Temple University Liberty Mutual Group<br />
Sviatlana Serhiyenia Temple University Risk and Insurance Management Society, Inc.<br />
Sarah A. Shelton Missouri State University John T. Lockton Memorial<br />
Christopher S. Townsend Virginia Commonwealth University John T. Lockton Memorial<br />
Cristina A. Vigilante Temple University Allied World Assurance Company<br />
General fund scholarships:<br />
Shelby Brajewski Illinois State University<br />
Benjamin R. Bussert Illinois State University<br />
Jean R. Celestin Illinois State University<br />
Timothy M. Cowen University of Wisconsin-Madison<br />
Stefan Doeblitz University of Oregon<br />
Morgan E. Godden Indiana State University<br />
Paul D. Hyer Temple University<br />
Warren K.Y. Cheung Kit St. John’s University<br />
Regina M. Ross Temple University<br />
William J. Thorsson Temple University<br />
Micah W. Todd University of Connecticut<br />
LaKenya Young Georgia State University<br />
Full-Time Master/Graduate Scholarships<br />
Adriana P. Lievano City University of London (Cass Business School)<br />
Costain Nikisi City University of London (Cass Business School)<br />
Brenton J. Thompson Northwestern University<br />
Janet L. Zeaiter University of Wisconsin-Madison **<br />
** Anita Benedetti Memorial Scholarship (Spencer Sponsored Scholarship)<br />
Full-Time Pre-Dissertation Scholarship:<br />
Jill M. Bisco Florida State University<br />
Part-Time Master Scholarships:<br />
Student Name University Attending Employer<br />
Michael T. Casey University of Toledo Dana Holding Corporation<br />
Gisselle F. Escotto New York University Insurance <strong>Services</strong> Office<br />
Michael J. Ganzi New York University ACE USA<br />
Lauren O. Kowan Georgia State University Core Benefit Solutions, LLC<br />
Mark D. Pfeifer Creighton University Ag Processing Inc.<br />
Sarah S. Rogers New York University Vantiv, LLC
Robert S. Spencer<br />
About the Spencer Educational Foundation<br />
Spencer Educational Foundation, Inc. was established in 1979 to honor the late Robert S. Spencer, a<br />
former Risk and Insurance Management Society, Inc. (RIMS) president and vice president for Fuqua<br />
Industries, Inc. Reflecting Spencer’s strong belief in risk management and insurance education, the<br />
Foundation’s mission is to fund the education of tomorrow’s risk management and insurance industry<br />
leaders.<br />
Over the past 33 years, the Foundation has awarded more than $4.7 million in scholarships to<br />
undergraduate and graduate students studying risk management and insurance as well as to risk<br />
management professionals pursuing MBA degrees.<br />
Since its beginning, Spencer Educational Foundation has granted $2.2 million in support of such<br />
programs as the first Risk Management Challenge – held this year at Virginia Commonwealth<br />
University, the development of loss prevention curriculum, summer internship grants, the RIMS<br />
Enterprise Risk Management Conference and the Risk Manager in Residence Program.<br />
For more information about the Foundation and its programs, please visit www.spencered.org.
Fact Sheet<br />
Since its establishment, Spencer Educational Foundation has been funding the<br />
education of tomorrow’s risk management and insurance leaders by:<br />
● Awarding $4.7 million in scholarships to undergraduate, graduate, pre-dissertation<br />
risk management and part-time Master’s degree students. In 2012, the Foundation<br />
awarded 50 scholarship awards totaling $336,000.<br />
● Giving $360,000 in grants to RIMS Anita Benedetti Student Involvement Program,<br />
allowing students to attend the RIMS Annual Conference and Exhibition at no cost.<br />
● Awarding $503,000 in Risk Manager in Residence program grants to universities<br />
and colleges to host lectures by senior risk managers on real-world applications. The<br />
program is now celebrating its 15th year.<br />
● Providing $567,000 in student internship grants to RIMS member companies.<br />
● Awarding $250,000 in FM Global Loss Control Course Development grants to the<br />
University of Hartford, Virginia Commonwealth University, Ball State University, Old<br />
Dominion and California State University at Fullerton to develop loss control<br />
curricula.<br />
● Awarding $175,000 to Georgia State University to create a mini-MBA program in<br />
enterprise risk management (CERMAS).<br />
● Awarding $50,000 to West Virginia University’s Fred Wright Center’s Executive in<br />
Residence program.<br />
● Awarding $175,000 to RIMS toward creation of online professional development<br />
ERM workshops and podcasts.<br />
www.spencered.org