RISE 2023

Friday, Apr 14, 2023 at 8:30 AM to 4:30 PM EDT

The Hub @ McNeil & Co, 11 Main Street, Cortland, NY, 13045, United States

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Friday, Apr 14, 2023 at 8:30 AM to 4:30 PM EDT

The Hub @ McNeil & Co, 11 Main Street, Cortland, NY, 13045, United States.

The insurance industry offers a wealth of opportunity for a wide range of skills and career paths.  McNeil & Co. has long been committed to the insurance industry and central New York.  Our aim is to provide meaningful insight in to the industry, sparking interest and new relationships through networking opportunities.

Transportation to be provided by McNeil & Co.

Headquartered in central New York, McNeil & Company provides specialized hands-on product design, risk management, underwriting and claims expertise. An integrated, cross-departmental approach enables information to flow freely between marketers, underwriters, risk management staff and claims operations. McNeil & Company is very much risk management oriented and employs staff of the highest caliber. Many of our people have hands-on industry experience as well as professional insurance and legal backgrounds which allow us to more effectively relate to the special needs of our clients. The corporate culture at McNeil & Company is cross-functional, enabling the application of one’s expertise and knowledge when and where needed, rather than being constrained by traditional department divisional lines. In an industry where reputation is everything, our company enjoys consistently solid marks when compared to other specialists or general suppliers of insurance.

Contact the Organizer

Questions

Where do I check in for the event?

Check in will be located at the front entrance of the McNeil & Co HUB on 11 Main Street.  

I live close to the event, do I still have to take the bus?

While we strongly encourage utilizing the provided transportation due to limited parking, we realize this may not make sense in all scenarios.  A small number of spaces will be available in the 20 Church Street lot of our Underwriting building, located across the back parking lot of the event.

Jim Joseph
Dean, Madden School of Business
Le Moyne College
Jim Joseph is the Dean of the Madden School of Business at Le Moyne College, a position he has held for nine years. On January 3, 2023, Mr. Joseph was named Vice President of Advancement and Innovation. He is proud to serve in both roles for his alma mater. Mr. Joseph is also the inaugural Ignatian Global Fellow at the Carroll School of Business at Boston College. He was appointed on May 1, 2021. Mr. Joseph is the former President and CEO of Oneida Ltd., one of the leading housewares brands in the world. He had been at Oneida since 1988 working in a variety of positions domestically and internationally. Mr. Joseph was named a Presidential Fellow in the late 1980’s, working for both the Reagan Administration and Sen. Daniel Patrick Moynihan. In addition, Joseph spent the first years of his career with the accounting firm PricewaterhouseCoopers. A certified public accountant, he holds a Master’s Degree in public administration from Syracuse University’s Maxwell School of Citizenship and a Bachelor’s of Science in accounting from Le Moyne. In May 2023, he will graduate as part of the inaugural cohort of Le Moyne’s Doctorate in Executive Leadership (Ed.D.) program.

About Jim Joseph

Dean, Madden School of Business
Le Moyne College
Bethany Goodman
AVP, Human Resources
McNeil & Co.
Bethany Goodman joined McNeil & Co. in 2003 and currently serves as AVP of Human Resources. Her first 3 years at McNeil were spent in the underwriting department where she held multiple positions before transferring over to the HR department in 2006. Bethany is responsible for leading the organization’s talent and human resources strategies. She handles the recruitment, onboarding, performance management, benefits administration, wellness and the development of policies and procedures. She graduated from SUNY Canton with an Associate’s degree in Retail Business Management and went on to graduate from Le Moyne College with a Bachelor of Science in Business Administration.

About Bethany Goodman

AVP, Human Resources
McNeil & Co.
David Denniston
Director, Risk Management
McNeil & Co.
David Denniston began his career with McNeil and Company in 2007 as the Loss Control Training Manager. In that position, Dave was responsible for revitalizing our loss control initiatives and products. Though his efforts and oversight the training programs we offer have been accepted by regulatory agencies across the country and have become the official authorized training programs by several state training agencies.  Our products have been accredited to count towards emergency medical technicians continuing education. Dave’s vision and determination to develop an online training platform has grown into what we refer to as E-Learning today. This training platform offers over 560 unique courses which have been delivered over 2 million times. In 2014 Dave became the Director of Risk Management. He oversees the Risk Management department consisting of 10 employees with two supervisory level and one addition direct report. Under Dave’s leadership the department has increased  both the quality and quantity of products and programs offered. The department develops distinctive products for each program that McNeil and Company offers and has been contracted to develop content for organizations and businesses that do not fit in our current book as a consulting contractor. Dave has presented risk management and leadership seminars at trade shows and conferences across the US as both a session instructor and a keynote speaker.

About David Denniston

Director, Risk Management
McNeil & Co.
Jeff Chitambar
Chief Information Officer
McNeil & Co.
Jeff Chitambar graduated from Ithaca College in 2005 with honors as a Computer Science major. He joined McNeil & Co. as a software developer in 2005, eventually taking on roles as Director of IT and Chief Information Officer. Jeff is charter member of the Ithaca College chapter of Upsilon Pi Epsilon, the National Computer Science Honor Society and currently sits on the Data Analytics Advisory Board for Le Moyne.

About Jeff Chitambar

Chief Information Officer
McNeil & Co.
Margaret Brown
Claims Property Specialist
McNeil & Co.
Maggie is a Property Claims Specialist with 4.5 years of experience as a licensed claims adjuster. She specializes in the handling of first party commercial property claims and catastrophic property losses. Maggie earned a Bachelors degree in Communications with a concentration in Journalism from Le Moyne College in 2016 and Masters degree in Business Administration from the Madden School of Business at Le Moyne College in 2022. During her time at Le Moyne, she was also a four-year member of the women’s basketball team and a two-year member of the women’s lacrosse team.

About Margaret Brown

Claims Property Specialist
McNeil & Co.
Casey King
Compliance Analyst
McNeil & Co.
Casey King joined McNeil & Company in 2009 as a cum laude graduate of Binghamton University, where he earned a B.S. in Business Management with a concentration in Finance. He spent the first twelve years of his career working in the underwriting department, holding positions as a Policy Analyst, Underwriting Assistant, Commercial Lines Underwriter and Underwriting Supervisor. Casey transitioned to a role in the compliance department in 2021. As a Compliance Analyst, he is responsible for conducting audits and training to ensure compliance with state insurance regulations. He also assists with form and rate maintenance, product development, and the development of policies and procedures. Casey holds several professional designations including Chartered Property and Casualty Underwriter (CPCU), Certified Compliance Professional (CCP), Associate in Risk Management (ARM), Associate in Regulatory Compliance (ARC), Associate in Commercial Underwriting (AU) and Associate in Management (AIM).

About Casey King

Compliance Analyst
McNeil & Co.
David Holland
VP of Finance
McNeil & Co.
David Holland serves as VP of Finance of McNeil & Co., a position held since 2020. He is a Certified Public Accountant (CPA) in New York. Prior to his current role, he has spent time in public accounting and various corporate finance positions. At McNeil, he leads the finance department and is responsible for all internal and external financial reporting, accounting, and financial compliance. He graduated with honors from Syracuse university with a Bachelor of Science in Finance and Accounting.

About David Holland

VP of Finance
McNeil & Co.
Scott McDonald
Claims Operations Manager
McNeil & Co.
Scott McDonald joined McNeil in 2018 with 25+ years of industry experience including TPA and Carrier management. Scott brings significant claims operational, administrative, and leadership experience, including onsite and remote catastrophe management to the organization. Scott manages employees in both remote and office environments, with 20+ years of coaching experience including athletes from youth to professional. In his spare time, Scott conducts volunteer work through Church and for community. He holds his BA from Elmira College and his AIC designation.

About Scott McDonald

Claims Operations Manager
McNeil & Co.
Katherine Niver
RM Project Resource Specialist
McNeil & Co.

About Katherine Niver

RM Project Resource Specialist
McNeil & Co.
Hunter Osborne
Territory Sales Manager
McNeil & Co.
Hunter Osborne is a Territory Sales Manager who has been with the organization for eight years, starting immediately after graduating from college (SUNY Cortland) in 2015. Hunter attained his Masters in Business Administration (MBA), specializing in insurance, in 2018 from Utica College, NY. Hunter is the proud dad of two young girls (Olivia, 4, Sawyer, 2) with his wife Lauren. He looks forward to meeting everyone in the program and is excited to share his employment journey and experiences with you.

About Hunter Osborne

Territory Sales Manager
McNeil & Co.
Stephanie Rothery
RM Safety Specialist Supervisor
McNeil & Co.
Stephanie Rothery is a Risk Management Supervisor with McNeil & Co. Stephanie has been with the company for 10 years and currently oversees the Safety team in the Risk Management Department by helping our insureds identify loss exposures and reducing risk. Stephanie’s background did not start with Insurance but rather in Emergency Services which is where her Risk Management background stems from. Stephanie graduated with a Fire Protection Technology degree and spent several years as a volunteer Firefighter/EMT with her local Fire Department. Stephanie’s hobbies include camping, kayaking and enjoying time with her husband and Black Labrador Zoey.

About Stephanie Rothery

RM Safety Specialist Supervisor
McNeil & Co.
Lee Price
Manager, Risk Management Training
McNeil & Co.
A 30+ year veteran of the fire and emergency services, S. Lee Price is currently a Risk Management Training Manager for McNeil & Co. in Cortland, NY. He began his career as a volunteer FF and EMT for Cortland Fire Department in 1989. While working for several ambulance services in central New York, he became a paramedic in 1994, served as a full-time fly-car medic and operations supervisor then was hired as a career firefighter by the City of Cortland in 1997. During his tenure at Cortland, Lee served many department leadership roles including Truck Company and Rescue Company Captain, Captain in the Code Enforcement office as well as EMS Officer. In 2019, Lee retired from the Cortland Fire Department as a Fire Captain and has returned to the volunteer ranks. Having been a NYS Certified Instructor Coordinator for more than two decades, he is currently the Director of EMS Training at Tompkins Cortland Community College. He also serves in the US Navy Reserve as a Senior Chief Petty Officer as the Senior Enlisted Leader of NR ASU BNCRFT Hall MED and as an instructor training military members in tactical combat care through a Navy-wide program he helped develop.

About Lee Price

Manager, Risk Management Training
McNeil & Co.
Lindsay Batsford
Underwriter II
McNeil & Co.
Lindsay Batsford is an Underwriter II in the ESIP program in Underwriting. She handles a large territory as well as involves herself in many focus groups and projects within underwriting and McNeil. She joined McNeil and Company in March 2014 as a Policy Analyst on the ESIP Team. She was promoted to an underwriting assistant in 2015 and has held her current position as an underwriter since 2017. Lindsay graduated from SUNY Cortland in 2009 with a concentration in business.

About Lindsay Batsford

Underwriter II
McNeil & Co.
Dave Snyder
RM Program Specialist
McNeil & Co.
Dave Snyder is a Risk Management Program Specialist with McNeil & Company. Dave has a very diverse background including being a past business owner of a grounds-keeping operations including a full-service garden center and gift shop, managing a staff of 15 to service commercial and residential accounts in his community. Dave also worked in the construction industry in his early years doing demolition and renovations on various commercial projects. One of Dave’s key values has always been that of giving back to the community. Dave has been a volunteer Emergency Medical Technician (EMT) For 30 years, Past Chief of SOMAC Ambulance in Hamilton, NY and currently volunteers as a Captain with the Eaton Fire District. For the last 8 years as a Program Specialist with McNeil & Co. Dave has been tasked with working hands on with clients in the field to identify loss hazards and offer recommendations for risk reduction. Dave has also spent this time as an educator speaking on varying topics to help promote a culture of safety in the industries he serves.

About Dave Snyder

RM Program Specialist
McNeil & Co.
Nelson Vasquez
Programmer/Analyst Supervisor
McNeil & Co.
Nelson began his career with McNeil & Co. in 2016, where he was hired with the initial goal of overhauling and upgrading the E-Learning platform. This project was a major success and led to his continued involvement in the company's technological initiatives. Since that time, Nelson has been a primary contributor to the majority of our in-house applications, including our EForms and Agent Area portals. These core projects allowed Nelson to hone his development skills and gain a deeper understanding of the intricacies of the business. Recently, Nelson was promoted to the position of Programmer/Analyst Supervisor. In this role, he is responsible for managing a team of three developers and overseeing the development and maintenance of all custom business applications.

About Nelson Vasquez

Programmer/Analyst Supervisor
McNeil & Co.
Trisha Sherman
Underwriting Manager
McNeil & Co.
Trisha graduated from Mohawk Valley Community College in 1991 with an Associate Degree in Media, Marketing and Management. She joined McNeil and Co. over 27 years ago as a Policy Analyst and has been the Underwriting Manager for 22 years. Trisha holds a wide array of professional insurance designations. She is a Certified Insurance Counselor, Certified Insurance Service Representative, Cannabis Insurance Coverage Specialist and holds an Associate in Management designation.

About Trisha Sherman

Underwriting Manager
McNeil & Co.
Lucas Howard
Territory Sales Manager
McNeil & Co.
Lucas Howard is a Territory Sales Manager responsible for Colorado, Indiana, Montana, Utah and Wyoming. He came to McNeil & Co. from Pennsylvania Lumbermens Mutual where he was a business development representative managing territories in New England and the Southwest. Prior to PLM, Lucas was a retail agent and partner at Johnson & Williamson Insurance (now RT Insurance) in Indiana. He was introduced to McNeil & Co as a retail agent and spent those 7+ years placing volunteer fire departments in the Emergency Services Insurance Program (ESIP). Lucas is a retired youth, high school and college sports official. He has served on multiple boards over the years and spent a significant part of his early adulthood serving the Babe Ruth League in multiple capacities. Lucas earned a political science degree from Indiana University and is married to his wife Abby with two daughters, Caroline and Molly.

About Lucas Howard

Territory Sales Manager
McNeil & Co.
Sarah Goyette
Underwriting Assistant Team Lead
McNeil & Co.
Sarah Goyette is an Underwriting Assistant Team Lead for the Commercial Programs in Underwriting. She leads the AdvenSure and BTC Underwriting Assistants in both the Cortland and Denver office. She joined the McNeil Team in September 2018 as a Policy Analyst on the AdvenSure Team. Within a couple years, she was looking to take on a new challenge and moved into the Policy Analyst Team Lead position and soon after wanted to continue to expand and moved into the Underwriting Assistant Team Lead position. She joined McNeil and Company as a graduate of Sociology from Binghamton University with a minor in Architecture Theory. During her studies, she was also a manager and visual merchandiser at LOFT. She traveled around upstate New York to help with store rebrands and monthly store sets.

About Sarah Goyette

Underwriting Assistant Team Lead
McNeil & Co.
Kayla Lyon
RM Resource Coordinator
McNeil & Co.
Kayla Lyon has been a Resource Coordinator for a little over a year with McNeil and Company. She graduated with a BA in Theatre from Nazareth College and spent most of her career in sales and finance. She came to McNeil for an opportunity to blend her creative brain and analytical brain and to help our clients enrich their employees experiences and knowledge through extensive training we have to offer.

About Kayla Lyon

RM Resource Coordinator
McNeil & Co.
Jenna Tobin
Accounting CSR
McNeil & Co.
Jenna is a Customer Service Representative in the Finance Department. She joined McNeil & Company in 2013 as an Underwriting Administrative Associate. From there she moved into an Executive Assistant role, assisting Underwriting Management and Supervisors with various tasks and reporting. Early in her career at McNeil, she earned her Associate in Insurance (AINS) designation. In 2019, she transitioned into her current position within the Finance Department. Jenna graduated from Tompkins Cortland Community College in 2011 with an Associate Degree in Fine Arts with a concentration in Photography.

About Jenna Tobin

Accounting CSR
McNeil & Co.
Nick Franklin
Underwriter I
McNeil & Co.
Nick Franklin has been one of our ESIP Underwriters since July 2021. He joined McNeil and Company in March 2019 as a Policy Analyst and was soon promoted to Underwriting Assistant. As an ESIP Underwriter, he has taken over our Direct Book in New York, as well as territories in Pennsylvania and Tennessee. Prior to working at McNeil and Company, Nick was a Solutions Specialist at Verizon Wireless for almost 9 years. Nick attended Binghamton University (Go Bearcats!) with a concentration in History.

About Nick Franklin

Underwriter I
McNeil & Co.
David Benedict
Training Coordinator
McNeil & Co.
David Benedict is a Cortland native who serves as the Training Coordinator for the Underwriting Department. He started his career teaching English as a foreign language in China after graduating Phi Beta Kappa from SUNY Albany with a BA in Spanish Linguistics. At the beginning of the pandemic, he was evacuated from the Peace Corps in Ecuador where he worked as an English as a Second Language Teacher Trainer. This led him to return to Cortland and join McNeil & Co. as a Policy Analyst in July 2020. In that position, he learned about the insurance industry and policy issuance process. He has since combined that knowledge with his passion for education and training to revamp the onboarding process.

About David Benedict

Training Coordinator
McNeil & Co.
Andrew Moore
Team Leader, Endorsement Specialist
McNeil & Co.
Andrew Moore is currently the Endorsement Team Leader. He leads the Endorsement Specialist team within the Underwriting Administration unit. In this role he is responsible for ensuring compliance standards and efficiency goals are achieved, while exceeding the expectations of our internal and external customers. Andrew joined the McNeil Team in September of 2020 as a commercial programs Policy Analyst. Prior to starting his career with McNeil and Company, Andrew lead multiple management teams as an Area Supervisor for a local restaurant franchise. He is a Central New York native and had a degree from SUNY Morrisville in Business Administration.

About Andrew Moore

Team Leader, Endorsement Specialist
McNeil & Co.
Tiffany Sporman
Claims Data Specialist
McNeil & Co.
Tiffany Sporman joined McNeil & Co. as a Claims Data Specialist in July 2022. In this unique position, Tiffany coordinates claim projects across the various departments, facilitates data requets and conducts complex analysis. While she joined McNeil without any prior insurance experience, she enjoys learning and is quickly expanding her knowledge of insurance and the organization through the exposure to different departments and the understanding of data. Tiffany graduated with a Business/Entrepreneurship degree.

About Tiffany Sporman

Claims Data Specialist
McNeil & Co.

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Sessions on Apr 14, 2023

07:30 AM

Bus Departure

07:30 AM - 07:45 AM
08:30 AM

Arrivals

08:30 AM - 09:00 AM
09:00 AM

Opening Remarks

09:00 AM - 09:15 AM
    Jim Joseph
    Dean, Madden School of BusinessLe Moyne College
    Jim Joseph is the Dean of the Madden School of Business at Le Moyne College, a position he has held for nine years. On January 3, 2023, Mr. Joseph was named Vice President of Advancement and Innovation. He is proud to serve in both roles for his alma mater. Mr. Joseph is also the inaugural Ignatian Global Fellow at the Carroll School of Business at Boston College. He was appointed on May 1, 2021. Mr. Joseph is the former President and CEO of Oneida Ltd., one of the leading housewares brands in the world. He had been at Oneida since 1988 working in a variety of positions domestically and internationally. Mr. Joseph was named a Presidential Fellow in the late 1980’s, working for both the Reagan Administration and Sen. Daniel Patrick Moynihan. In addition, Joseph spent the first years of his career with the accounting firm PricewaterhouseCoopers. A certified public accountant, he holds a Master’s Degree in public administration from Syracuse University’s Maxwell School of Citizenship and a Bachelor’s of Science in accounting from Le Moyne. In May 2023, he will graduate as part of the inaugural cohort of Le Moyne’s Doctorate in Executive Leadership (Ed.D.) program.
    Bethany Goodman
    AVP, Human ResourcesMcNeil & Co.
    Bethany Goodman joined McNeil & Co. in 2003 and currently serves as AVP of Human Resources. Her first 3 years at McNeil were spent in the underwriting department where she held multiple positions before transferring over to the HR department in 2006. Bethany is responsible for leading the organization’s talent and human resources strategies. She handles the recruitment, onboarding, performance management, benefits administration, wellness and the development of policies and procedures. She graduated from SUNY Canton with an Associate’s degree in Retail Business Management and went on to graduate from Le Moyne College with a Bachelor of Science in Business Administration.
    09:15 AM

    Into to McNeil & Co.

    09:15 AM - 09:45 AM
      David Denniston
      Director, Risk ManagementMcNeil & Co.
      David Denniston began his career with McNeil and Company in 2007 as the Loss Control Training Manager. In that position, Dave was responsible for revitalizing our loss control initiatives and products. Though his efforts and oversight the training programs we offer have been accepted by regulatory agencies across the country and have become the official authorized training programs by several state training agencies.  Our products have been accredited to count towards emergency medical technicians continuing education. Dave’s vision and determination to develop an online training platform has grown into what we refer to as E-Learning today. This training platform offers over 560 unique courses which have been delivered over 2 million times. In 2014 Dave became the Director of Risk Management. He oversees the Risk Management department consisting of 10 employees with two supervisory level and one addition direct report. Under Dave’s leadership the department has increased  both the quality and quantity of products and programs offered. The department develops distinctive products for each program that McNeil and Company offers and has been contracted to develop content for organizations and businesses that do not fit in our current book as a consulting contractor. Dave has presented risk management and leadership seminars at trade shows and conferences across the US as both a session instructor and a keynote speaker.
      09:45 AM

      Break

      09:45 AM - 10:00 AM
      10:00 AM

      What We Do - Session 1

      10:00 AM - 10:20 AM
      10:30 AM

      What We Do - Session 2

      10:30 AM - 10:50 AM
      11:00 AM

      What We Do - Session 3

      11:00 AM - 11:20 AM
      11:30 AM

      What We Do - Session 4

      11:30 AM - 11:50 AM
      11:50 AM

      Lunch

      11:50 AM - 12:50 PM
      01:00 PM

      What We Do - Session 5

      01:00 PM - 01:20 PM
      01:30 PM

      What We Do - Session 6

      01:30 PM - 01:50 PM
      02:00 PM

      What We Do - Session 7

      02:00 PM - 02:20 PM
      02:20 PM

      Break

      02:20 PM - 02:35 PM
      02:35 PM

      Trivia

      02:35 PM - 03:00 PM
        David Denniston
        Director, Risk ManagementMcNeil & Co.
        David Denniston began his career with McNeil and Company in 2007 as the Loss Control Training Manager. In that position, Dave was responsible for revitalizing our loss control initiatives and products. Though his efforts and oversight the training programs we offer have been accepted by regulatory agencies across the country and have become the official authorized training programs by several state training agencies.  Our products have been accredited to count towards emergency medical technicians continuing education. Dave’s vision and determination to develop an online training platform has grown into what we refer to as E-Learning today. This training platform offers over 560 unique courses which have been delivered over 2 million times. In 2014 Dave became the Director of Risk Management. He oversees the Risk Management department consisting of 10 employees with two supervisory level and one addition direct report. Under Dave’s leadership the department has increased  both the quality and quantity of products and programs offered. The department develops distinctive products for each program that McNeil and Company offers and has been contracted to develop content for organizations and businesses that do not fit in our current book as a consulting contractor. Dave has presented risk management and leadership seminars at trade shows and conferences across the US as both a session instructor and a keynote speaker.
        03:00 PM

        Panel Q&A

        03:00 PM - 04:00 PM
          Margaret Brown
          Claims Property SpecialistMcNeil & Co.
          Maggie is a Property Claims Specialist with 4.5 years of experience as a licensed claims adjuster. She specializes in the handling of first party commercial property claims and catastrophic property losses. Maggie earned a Bachelors degree in Communications with a concentration in Journalism from Le Moyne College in 2016 and Masters degree in Business Administration from the Madden School of Business at Le Moyne College in 2022. During her time at Le Moyne, she was also a four-year member of the women’s basketball team and a two-year member of the women’s lacrosse team.
          Dave Snyder
          RM Program SpecialistMcNeil & Co.
          Dave Snyder is a Risk Management Program Specialist with McNeil & Company. Dave has a very diverse background including being a past business owner of a grounds-keeping operations including a full-service garden center and gift shop, managing a staff of 15 to service commercial and residential accounts in his community. Dave also worked in the construction industry in his early years doing demolition and renovations on various commercial projects. One of Dave’s key values has always been that of giving back to the community. Dave has been a volunteer Emergency Medical Technician (EMT) For 30 years, Past Chief of SOMAC Ambulance in Hamilton, NY and currently volunteers as a Captain with the Eaton Fire District. For the last 8 years as a Program Specialist with McNeil & Co. Dave has been tasked with working hands on with clients in the field to identify loss hazards and offer recommendations for risk reduction. Dave has also spent this time as an educator speaking on varying topics to help promote a culture of safety in the industries he serves.
          Nelson Vasquez
          Programmer/Analyst SupervisorMcNeil & Co.
          Nelson began his career with McNeil & Co. in 2016, where he was hired with the initial goal of overhauling and upgrading the E-Learning platform. This project was a major success and led to his continued involvement in the company's technological initiatives. Since that time, Nelson has been a primary contributor to the majority of our in-house applications, including our EForms and Agent Area portals. These core projects allowed Nelson to hone his development skills and gain a deeper understanding of the intricacies of the business. Recently, Nelson was promoted to the position of Programmer/Analyst Supervisor. In this role, he is responsible for managing a team of three developers and overseeing the development and maintenance of all custom business applications.
          David Denniston
          Director, Risk ManagementMcNeil & Co.
          David Denniston began his career with McNeil and Company in 2007 as the Loss Control Training Manager. In that position, Dave was responsible for revitalizing our loss control initiatives and products. Though his efforts and oversight the training programs we offer have been accepted by regulatory agencies across the country and have become the official authorized training programs by several state training agencies.  Our products have been accredited to count towards emergency medical technicians continuing education. Dave’s vision and determination to develop an online training platform has grown into what we refer to as E-Learning today. This training platform offers over 560 unique courses which have been delivered over 2 million times. In 2014 Dave became the Director of Risk Management. He oversees the Risk Management department consisting of 10 employees with two supervisory level and one addition direct report. Under Dave’s leadership the department has increased  both the quality and quantity of products and programs offered. The department develops distinctive products for each program that McNeil and Company offers and has been contracted to develop content for organizations and businesses that do not fit in our current book as a consulting contractor. Dave has presented risk management and leadership seminars at trade shows and conferences across the US as both a session instructor and a keynote speaker.
          Trisha Sherman
          Underwriting ManagerMcNeil & Co.
          Trisha graduated from Mohawk Valley Community College in 1991 with an Associate Degree in Media, Marketing and Management. She joined McNeil and Co. over 27 years ago as a Policy Analyst and has been the Underwriting Manager for 22 years. Trisha holds a wide array of professional insurance designations. She is a Certified Insurance Counselor, Certified Insurance Service Representative, Cannabis Insurance Coverage Specialist and holds an Associate in Management designation.
          Lucas Howard
          Territory Sales ManagerMcNeil & Co.
          Lucas Howard is a Territory Sales Manager responsible for Colorado, Indiana, Montana, Utah and Wyoming. He came to McNeil & Co. from Pennsylvania Lumbermens Mutual where he was a business development representative managing territories in New England and the Southwest. Prior to PLM, Lucas was a retail agent and partner at Johnson & Williamson Insurance (now RT Insurance) in Indiana. He was introduced to McNeil & Co as a retail agent and spent those 7+ years placing volunteer fire departments in the Emergency Services Insurance Program (ESIP). Lucas is a retired youth, high school and college sports official. He has served on multiple boards over the years and spent a significant part of his early adulthood serving the Babe Ruth League in multiple capacities. Lucas earned a political science degree from Indiana University and is married to his wife Abby with two daughters, Caroline and Molly.
          04:00 PM

          Closing Remarks

          04:00 PM - 04:15 PM
            Bethany Goodman
            AVP, Human ResourcesMcNeil & Co.
            Bethany Goodman joined McNeil & Co. in 2003 and currently serves as AVP of Human Resources. Her first 3 years at McNeil were spent in the underwriting department where she held multiple positions before transferring over to the HR department in 2006. Bethany is responsible for leading the organization’s talent and human resources strategies. She handles the recruitment, onboarding, performance management, benefits administration, wellness and the development of policies and procedures. She graduated from SUNY Canton with an Associate’s degree in Retail Business Management and went on to graduate from Le Moyne College with a Bachelor of Science in Business Administration.
            David Denniston
            Director, Risk ManagementMcNeil & Co.
            David Denniston began his career with McNeil and Company in 2007 as the Loss Control Training Manager. In that position, Dave was responsible for revitalizing our loss control initiatives and products. Though his efforts and oversight the training programs we offer have been accepted by regulatory agencies across the country and have become the official authorized training programs by several state training agencies.  Our products have been accredited to count towards emergency medical technicians continuing education. Dave’s vision and determination to develop an online training platform has grown into what we refer to as E-Learning today. This training platform offers over 560 unique courses which have been delivered over 2 million times. In 2014 Dave became the Director of Risk Management. He oversees the Risk Management department consisting of 10 employees with two supervisory level and one addition direct report. Under Dave’s leadership the department has increased  both the quality and quantity of products and programs offered. The department develops distinctive products for each program that McNeil and Company offers and has been contracted to develop content for organizations and businesses that do not fit in our current book as a consulting contractor. Dave has presented risk management and leadership seminars at trade shows and conferences across the US as both a session instructor and a keynote speaker.
            04:15 PM

            Bus Departure

            04:15 PM - 04:30 PM