Robert J. Trulaske Sr., College of Business, University of Missouri

Calendar & Events

Risk Management & Insurance Career Day

Professional EDGE
Monday, March 9, 2015 -
9:00am to 1:00pm
Reynolds Alumni Center and Cornell Hall
Business Attire: 
Business Casual
EDGE Points: 

Risk Management & Insurance Career Day – March 9th

8:30am – Check-in and Continental Breakfast in Cornell Hall 16

9:15am-10:15am - 1st Panel Session - 10 PDP points possible (Cornell Hall 15, 105, 205 & T.O. Wright Room at Reynolds Alumni Center)

10:30am-11:30am – 2nd Panel Session - 10 PDP points possible (Cornell Hall 15, 105, 205 & T.O. Wright Room at Reynolds Alumni Center)

11:45am-1:00pm – Luncheon and Keynote Speaker - 10 PDP points possible (The Columns Ballroom at Reynolds Alumni Center)


The four panels being offered are as follows:

Panel 1: Health Care: Risk Management & Compliance

Risk, including compliance with laws and regulations,
is widespread in health care.
Thus, it is imperative for
health care organizations to have qualified risk managers
and compliance personnel todevelop, implement, and
monitor risk management and compliance plans.
Effective programs aim to minimize exposure and reduce
injury to patients, staff members, and visitors within an
organization. Compliance officers oversee and monitor
the implementation of the compliance program with
the myriad of regulations that govern health care services.
Health care risk managers and compliance officers typically
address risk in the following areas:

  • Financing, insurance and claims management;
  • Event and incident management;
  • Clinical research;
  • Patient care delivery;
  • Emergency preparedness.

Sandra Boillot

VP of Risk Management

Ascension Health

Peggy Ford

Chief Compliance Officer

Executive Admin UHC

David Jones Director of Risk Management Express Scripts Holding Company

Bruce Lane

RIMS  St. Louis Chapter President

BJC Health Systems

Michelle Piranio

Director of Compliance Effectiveness

University of Missouri Health System

Chief Compliance Officer

Panel 2: Insurance Industry

In the simplest terms, insurance of any type is all about
managing risk. An insurance company collects premiums from
policy holders, invests the money (usually in low risk investments),
and pays the claims of its policyholders. Insurance companies range
from small, local firms specializing in one or two lines of coverage
to giant international companies providing many types of financial
services in addition to insurance. In addition, insurance is marketed through
agencies and brokerages, and there are many related firms providing
contract services to both insurers and insureds.

The insurance industry features dozens of different positions, including:

  • Underwriters and underwriting managers;
  • Actuaries and analysts;
  • Agents, brokers and account executives;
  • Claim adjusters, investigators and managers;
  • Appraisers, auditors and examiners;
  • Safety, loss control and risk management consultants.
Peter Clune Executive Vice President Lockton

Greg Lashley

VP Customer Industry Segments Zurich North America

Lori Meyer

President of CPCU Mid-Missouri

CPCU Mid-Missouri

Matt Moore

Executive Vice President Shelter Insurance

Shann Sievers

VP Administration Missouri Employers Mutual
Gary Thompson President Columbia Insurance

Panel 3: Enterprise Risk Management

Enterprise Risk Management (ERM), once little more than a "buzz word"
is being implemented at most major companies. ERM promotes methods
and processes that organizations can use to manage risks and seize
opportunities related to the achievement of their objectives.
By identifying and proactively addressing risks and opportunities,
ERM lets business enterprises protect and create value for their
stakeholders, including owners, employees, customers, regulators,
and society overall. ERM can also be described as a risk-based approach
to managing an enterprise, integrating concepts of internal control and
strategic planning. ERM addresses the needs of various stakeholders to
understand the broad spectrum of risks facing complex organizations
and to ensure they are appropriately managed. Enterprise Risk Managers
are generally charged by their organizations with overall responsibility for managing risk, including:

  • Identifying material individual, aggregate and emerging risks;
  • Managing the corporate risk and control assessment reporting process;
  • Monitoring risk-taking activities and risk exposures to ensure they are in line with
    approved risk appetite, risk limits and corresponding capital or liquidity needs;
  • Managing the implementation of processes, tools and systems to identify, assess,
    measure, manage, monitor and report risk and compliance issues;
  • Providing both oversight and direction for managing risks across the organization.
Dan Cazacu Executive Director, ERM Reinsurance Group of America

Robert Fenley

Director of Insurance & ERM

Peabody Energy

John Fletcher

Sr. Director of Risk Management

Anheuser-Busch Inbev

James Holstein

Global Client Service Partner

Ernst & Young LLP

Tim Jackman

VP Risk Management

Missouri Employers Mutual

Ed Knollmeyer

Interim AVP Management Services

University of Missouri System
Ellen Menas Managing Consultant Global Risk Consultants
Jeanie Wescott Director of Risk Financing Ascension Health

Panel 4: Financial Services: Risk Management & Compliance

Ever since the "Financial Meltdown" triggered the Great Recession of 2008-2009,
surviving banks and other financial services firms have been "beefing up" their
risk management and compliance staffs in order to prevent a repeat. Low
interest rates and evolving financial products have made it imperative for
financial service companies to improve how they manage business and
operational risks; while new regulations and huge fines and penalties are
driving robust compliance efforts. The roles of bank risk management
and compliance officers are crucial to balance the need for profits with a
thorough assessment of risks. Banking and financial services risk management
and compliance officers are involved in many aspects of credit, lending, product
development and operations, including:

  • Analyzing credit information and assessing credit and lending policies;
  • Researching regulations and developing compliance and programs for
    lending, deposits, new financial products, clients services and other operations;
  • Assessing exposures and developing recommendations to reduce risk in the
    areas of asset/liability management, credit, operations and compliance;
  • Conducting compliance & risk assessments;
  • Developing risk management and compliance policies and procedures,
    risk limits and approval requirements.

Sandy Freese

Vice President of Internal Audit

Landmark Bank

Sheldon Kleiman

Sr. Vice President/Credit Executive AIG
Bruce Phelps Chief Financial Officer Hawthorn Bank

Jim Stock

Sr. Vice President of Risk Management

Landmark Bank

David Wolf


Towers Watson