Insurance & Technology

Why Attend?

Network with the insurance industry's most powerful,
innovative and effective technology and business executives.

Why Attend?

Network with the insurance industry’s most powerful,
innovative and effective technology and business executives.

  • Innovation


    The Insurance & Technology Executive Summit 2014 is an exclusive networking and educational event for senior-level insurance company executives with responsibilities for technology strategy and investments. Participants enjoy engagement with speakers, attendees and leading-edge technology company sponsors via keynotes, panels, roundtables and one-on-one meetings.

  • Network


    Attendees and speakers at the Executive Summit represent all insurance lines of business (Property/Casualty, Life/Annuities, Health, Reinsurance) and include large multi-line companies, regional players and specialty niche companies; as well as a range of influential titles, including CIO, CTO, EVP/SVP/VP, CMO, Director of Claims, Data Scientist, Customer Experience Officer and COO.

  • Celebrate


    A highlight of the Executive Summit is the annual Elite 8 Awards Dinner and Ceremony, which recognizes the most effective IT executives in insurance. Insurance & Technology's Elite 8 Awards have honored an impressive pantheon of executives from all sizes of companies and across all lines of business, providing a valuable record of the ways leading-edge technologies and insightful leadership are transforming the business.

  • The Agile Insurer: Speed, Insight, Engagement

    No longer technology laggards, insurance companies are moving aggressively with initiatives geared toward providing increased intelligence into risks, markets and customer behavior; improved engagement with policyholders that boosts retention and loyalty; and modern, flexible infrastructures that enhance speed and responsiveness. Thanks to these kinds of investments, the long-time goal of achieving agility no longer is a dream - it's reality. The technologies, management perspectives, market conditions and the business environment have advanced to a point where agility is possible for all insurers. We are officially in the era of "no excuses" — an exciting and somewhat scary time where the potential to innovate in distribution, underwriting, claims and service is attainable for carriers of any size or market focus. How do you get there?

    Find out at Insurance & Technology's 2014 Executive Summit, where you will join an exclusive group of senior-level insurance company executives to network, make valuable new contacts, and learn about industry-leading approaches to big data, customer experience, new operational models, and leadership.

  • Featuring the 2014 Elite Awards presentations, the 2014 Executive Summit offers two intensive days of networking and analysis of the industry's hottest topics and challenges, including:
    The Insight Advantage: Beyond Big Data to Smart Data
    Redefining Customer Experience
    Cloud and Virtualization: The Foundation for Agility
    Core Stories: Mastering Modernization
    How to Be a Winner in the New Competitive Environment


        • SUN, NOV 9

          12:00 - 5:00 pm Golf Tournament
          3:00 - 8:30 pm Registration
          3:30 - 5:30 pm Meet the Editors
          6:30 - 8:30 pm 2014 Executive Summit Welcome
          View Full Agenda
        • MON, NOV 10

          7:30 - 8:30 am Networking Breakfast
          8:30 - 8:45 am Welcome/Introduction: The Reality of Agility
          8:45 - 9:25 am Opening Keynote: How to Be a Winner in the New Competitive Environment
          9:25 - 10:00 am Achieving Innovation - Beyond the Hype to Growth
          10:00 - 10:30 am The Insight Advantage: Beyond Big Data to Smart Data
          10:30 - 10:45 am Refreshment Break
          10:45 - 12:15 pm One-on-One Sponsor Meetings
          12:15 - 1:00 pm Networking Lunch
          1:00 - 2:00 pm Workshop: Creating a Culture of Innovation and Collaboration
          2:00 - 2:30 pm Cloud and Virtualization: The Foundation for Agility
          2:30 - 3:00 pm Outside the Box: Agility Lessons From Beyond Insurance
          3:00 - 3:15 pm Executive Summit Day One Wrap
          6:00 - 7:00 pm 2014 Elite 8 Awards Cocktail Reception
          7:00 - 10:00 pm 2014 Elite 8 Awards Dinner & Ceremony
          View Full Agenda
        • TUE, NOV 11

          7:30 - 8:30 am Networking Breakfast
          8:30 - 9:30 am Strategic Issues Roundtables
          9:30 - 10:00 am Beyond the Buzzwords: Where's the ROI on Agility and Innovation?
          10:00 - 10:45 am Collaboration, Community, Competition: Assessing the Insurance Tech Landscape - An Elite 8 and Technology Company Point/Counterpoint
          10:45 - 11:00 am Refreshment Break
          11:00 - 12:30 pm One-on-One Sponsor Meetings
          12:30 - 1:15 pm Networking Lunch
          1:15 - 1:45 pm Core Stories: Mastering Modernization
          1:45 - 2:15 pm The Next Big Thing: The Future of Insurance Technology
          2:15 - 2:30 pm Executive Summit Day 2 Wrap
          View Full Agenda

    Elite 8 Highlights

    Insurance & Technology's Elite 8 Executive Forum & Awards event

    For 15 years Insurance & Technology has recognized the most successful and inspiring IT executives in the insurance industry with its annual Elite 8 Awards. Profiling the best of the best in insurance technology, I&T's Elite 8 Awards have honored an impressive pantheon of executives from all sizes of companies and across all lines of business, while also providing a valuable record of the ways leading-edge technologies and insightful leadership are transforming the insurance business.

    Download the 2013 Elite 8 digital issue

    Elite 8 Nominations Form



Keynote Speaker

  • Ajoy Kodali
    Enterprise Vice President
    IT Administration, Humana

    Ajoy Kodali, Enterprise Vice President, is responsible for technology products and services that support Humana's Digital strategies (including Web, Mobile & Consumer Engagement), Analytics, Architecture and Communications. Ajoy's twenty year career in healthcare, IT, analytics and leadership includes six years at Humana leading successful initiatives in the Enterprise Data Warehouse and Business Intelligence areas. He was also Senior Vice President at Magellan Health Services, and CIO for their Pharmacy segments.


  • Larry Fortin
    Chief Information Officer, Millers Mutual Group

    With a degree in business from Norwich University and a Master's certificate in IT Project Management from George Washington University, Fortin has managed large multinational technology implementations. He is in the process of migrating the company from an AS400 legacy environment to a server based environment with a complete transformation of front and back office systems to include policy administration, claims, billing, commission, reinsurance, agency and employee portals, business intelligence applications and predictive analytics.

  • Bryan Fowler
    Vice President and Chief Information Officer
    Oregon Mutual Insurance

    Bryan has more than 25 years of leadership experience in leading, planning, and implementing information technology solutions in insurance, banking, and retail. Prior to joining Oregon Mutual, he was responsible for the technical strategy and delivery of online quoting and buying at Progressive Insurance, the first US insurance company to offer online insurance directly to consumers. Under his leadership, Progressive's teams, technologies, and processes enabled a Direct business that grew from startup to over $2 billion annually in just 4 years.

  • Peter Hahn
    Head of Predictive Analytics,

    Peter Hahn is Head of Predictive Analytics for Zurich North America, a leading commercial property and casualty insurance provider. Having joined Zurich in March 2014, Hahn is responsible for building best-in-class analytic capabilities that generate actionable distinctive risk insights to improve business decisions and performance. He previously worked at McKinsey & Company Inc., where he led the underwriting service line for McKinsey's North America insurance practice and helped property and casualty carriers apply innovative, analytic techniques to improve their risk assessment, underwriting and pricing decisions.

  • Donald Light
    Director, Celent's Americas
    Property/Casualty Insurance Practice

    Donald Light is the Director of Celent's Americas Property/Casualty Insurance Practice. His coverage areas include: technology and business strategy, transformative technologies such as digital strategy and the Internet of Things, new business and underwriting, policy administration, claims, M&A due diligence. He is a frequent presenter at industry conferences including those sponsored by ACORD, LOMA and IASA. Mr. Light has a B.A. in economics from Princeton University, and an M.B.A. from the University of California, Berkeley.

  • Feroz Merchhiya
    CTO-Director of Technology at California Insurance Guarantee Association (CIGA)

    Mr. Merchhiya is an accomplished technology leader. He has a strong interest in business and enterprise technology. Mr. Merchhiya strives to manage technology effectively via successful IT Governance mechanism. He is ISACA certified in the governance of enterprise IT and holds an MBA from National University. Mr. Merchhiya has received numerous industry awards notably Nucleus Research ROI award, Bronze Stevie Award and Finalist for 2013 IT Leadership Award for Technological Advancement.

  • Frank Petersmark
    CIO Advocate, X by 2

    Frank Petersmark is the CIO Advocate at X by 2, a technology consulting company in Farmington Hills, Mich., specializing in software and data architecture and transformation projects for the insurance industry. As CIO Advocate, he travels the country meeting CIOs and other senior IT and business executives at insurers, learning about their goals and frustrations, sharing lessons learned, and offering strategic counsel. Formerly Chief Information Officer and Vice President of information technology at Amerisure Mutual Insurance Company, Frank has more 30 years' experience as an information technology professional and executive.

  • Bob Scheppegrell
    Senior Vice President of New Business Development, Lincoln Financial Group

    Bob is senior vice president of New Business Development. In this role, he is charged with assessing the internal and external environment in order to identify new engines of growth for Lincoln Financial Group's business. Scheppegrell serves as a thought leader, partnering with key Lincoln Financial senior leaders and thought experts in order to create a portfolio of impactful ideas that create opportunities for differentiation in the marketplace. He also develops and delivers tools to foster innovation throughout Lincoln Financial.

  • Bob Valliere
    VP Policyholder Service & Solutions, CSAA

    Bob Valliere is a senior executive with 28 years of experience in the personal lines Property and Casualty insurance industry with two highly respected companies. He spent the first 18 years of his career working with Amica Mutual Insurance Company within the claims discipline. He has spent the last 10 years with CSAA Insurance Group and currently serves as their Vice President of Policyholder Service and Solutions. Bob has a broad background of executive level experience in claims, policyholder service, training, technology transformations and merger/acquisitions.


  • Kathy Burger
    Editorial Director, Insurance & Technology and Bank Systems & Technology

    Katherine Burger is Editorial Director of Insurance & Technology and Bank Systems & Technology, brands of the InformationWeek Financial Services group of UBM Tech and United Business Media. In addition to directing the editorial strategy of both multi-channel media brands, Kathy is charged with extending the brands through the creation and development of new products, editorial reports/research and live and online events. She also oversees the brands' daily e-mail newsletters, as well as the Web sites and related online offerings for I&T and BS&T (,,).

  • Nathan Golia
    Senior Editor, Insurance & Technology

    Nathan Golia is senior editor of Insurance & Technology. He joined the publication in 2010 as associate editor and covers all aspects of the nexus between insurance and information technology, including mobility, distribution, core systems, customer interaction, and risk management. He is a frequent speaker and moderator at live and online events held by both I&T and third parties. Nathan is a veteran of the trade press who previously worked as a database marketing reporter and copy editor for Direct Marketing News, as well as an assistant editor for The Toy Book, before coming to I&T. He is a graduate of SUNY College at Buffalo and a proud Western New York native.

  • Kelly Sheridan
    Associate Editor, Insurance & Technology

    Kelly is associate editor of Insurance & Technology and has been exploring a variety of topics in the insurance tech industry. Prior to joining InformationWeek Financial Services, she was a staff writer for InformationWeek and InformationWeek Education. Kelly has also written for the trade publication Promo Marketing, as well as a number of lifestyle blogs. She recently received her B.A. in English from Villanova University.

  • Speakers and panelists at the Executive Summit consist of insurance technology leaders with insights and expertise in the areas of IT innovation, agility and competitive differentiation. Speakers will be primarily senior-level insurance/financial services executives.
  • We welcome your suggestions for speakers at the Executive Summit. If you would like to suggest yourself or someone else as a potential speaker, please e-mail the following information to Kathy Burger, Editorial Director, Insurance & Technology at [email protected]:

    1. Name/Title/Company
    2. Phone number/E-mail address
    3. Indicate which session is most appropriate for this speaker (please visit the program/agenda page of this site).
    4. Describe your expertise as it relates to this topic.
    5. If you are a technology vendor (or represent a vendor), describe which of your insurance industry clients could speak about their success using your products.

    Due to the large number of submissions, we cannot respond individually. We will contact you directly if we want to follow up on your proposal. Thank you.