WSIA 2025 Annual Report

2 O25 ANNUAL REPORT

2025 ANNUAL REPORT

ABOUT WSIA

The Wholesale & Specialty Insurance Association (WSIA) is a world-class member service organization representing the entirety of the wholesale, specialty and surplus lines industry.

WSIA’s membership consists of 765 member firms, including U.S. Wholesale, U.S. Insurance Market, Associate and Service members, representing tens of thousands of individual brokers, insurance company professionals, underwriters and other insurance professionals worldwide conducting business in the U.S. surplus lines market.

WSIA members of all shapes and sizes gain a competitive advantage in the marketplace through active participation in the only association dedicated specifically to the wholesale, specialty and surplus lines insurance industry.

MISSION

The Wholesale & Specialty Insurance Association is the non-profit association of professionals and specialty market leaders dedicated to the wholesale distribution system. The Wholesale & Specialty Insurance Association represents the interests of its members and the valuable role they play in the insurance market through networking, education, talent recruitment and development, regulatory and legislative advocacy for the wholesale, specialty and surplus lines industry, and by promoting the value of the wholesale distribution channel.

MESSAGE FROM THE CHAIR

DEAR WSIA MEMBERS,

On behalf of the WSIA Board of Directors, I am pleased to present the Wholesale & Specialty Insurance Association’s 2025 Annual Report. This report highlights the association’s accomplishments, continued momentum, and strong financial position over the past year, which reflects the strength of our members and the industry.

It has been an honor and a privilege to serve as WSIA Chair, and I am proud of the return on investment WSIA delivers to tens of thousands of member professionals. I extend my sincere thanks to the WSIA Board of Directors and Executive Committee for the time, energy, and leadership they devote to advancing the association’s mission; their commitment makes our collective work possible.

T hroughout 2025, WSIA experienced meaningful growth across its key pillars of work. Member participation at WSIA networking events reached new levels, reinforcing the value of these connections. Our summer internship programs welcomed an expanded group of students exploring careers in the wholesale, specialty, and surplus lines industry, helping to strengthen the industry’s talent pipeline. Engagement with the WSIA PAC also continued to grow, reflecting broad-based support for advocacy efforts that protect and advance our industry.

Our industry’s success depends on its ability to adapt to emerging risks and market shifts, and that same mindset helps guide WSIA. In 2025, we expanded our legislative and regulatory advocacy team to more effectively partner with state associations in our effort to

promote and protect our industry. We also enhanced our talent outreach, creating new opportunities for more students while equipping member firms with resources to support the development of a broad pipeline of future professionals.

WSIA remains on solid financial footing. Guided by the Board of Directors, the association maintains a healthy operating reserve to support long-term stability and future initiatives. Sound governance and fiscal discipline ensure WSIA is well-positioned to meet the needs of a growing and increasingly engaged membership.

This year also provided an opportunity to reflect on our heritage. WSIA marked its eighth anniversary on August 1, and our legacy organizations would have also reached historic milestones with NAPSLO’s 50th anniversary and AAMGA’s 100th anniversary. While we remain focused on the future, it is important to honor the leadership and history that shaped the vibrant association we are today.

None of this progress would be possible without the dedication of our members. I offer my sincere gratitude to the 403 committee volunteers and many others who contribute as education facilitators, campus ambassadors, mentors and internship hosts.

Thank you for your commitment to WSIA and for helping propel our industry forward.

WSIA’S VALUE PROPOSITION

The Wholesale & Specialty Insurance Association is the only trade association that serves the entirety of the wholesale, specialty and surplus lines industry. WSIA strengthens members’ competitive advantage in the insurance marketplace by promoting the market and value of wholesale distribution, protecting and advocating for an effective regulatory and legislative environment, supporting business through networking and enabling professionals with education, professional training and talent development opportunities.

WSIA MEMBERSHIP

During 2025, the Membership & Ethics Committee reviewed 76 new membership applications and approved 17 U.S. Wholesale, 11 U.S. Insurance Market, 7 Associate and 40 Service Member applications.

• WSIA’s 403 committee volunteers in 2025 had a combined 1,465 years of committee service

• 95 of those committee volunteers were new in 2025

• 40% were U.S. Wholesale Members

• 46% were U.S. Insurance Market Members

• 6% were Associate Members

• 8% were Service Members

• 32% were also members of WSIA’s U40

WSIA’s 2025 Annual Report highlights the association’s financial performance and accomplishments during a year of continued growth and opportunity for the wholesale, specialty, and surplus lines industry. It underscores WSIA’s ongoing commitment to strengthening the industry and delivering meaningful value to members.

Guided by the leadership of the Board of Directors, and supported by more than 400 dedicated committee volunteers, WSIA continues to invest in initiatives designed to help position members for long-term success in our industry. Together, we are focused on building a strong, resilient association partner that evolves alongside the needs of member firms and professionals.

Through premier networking and business events, high-quality education programs, effective advocacy, and cultivating talent, WSIA remains dedicated to serving firms of all sizes. Your support of WSIA, the WSIA Talent Advocacy & Engagement Foundation, and the WSIA Education Foundation, plays a vital role in advancing this mission, and we are deeply grateful for your continued support and membership!

Brady R. Kelley CEO & President

NETWORKING & EVENTS

WSIA members rely on the association for the unparalleled networking opportunities offered at Underwriting Summit, EduTech Connect, Annual Marketplace and U40 Connect. These events provide professionals from all sizes and types of WSIA member firms with venues to network, conduct business meetings and enhance their industry knowledge.

UNDERWRITING SUMMIT

The Underwriting Summit offers designated time for networking and business meetings for the underwriting, delegated authority, program specialist and professional and financial lines segments of the WSIA membership, as well as firm leadership.

2025 Event Highlights:

• 1,694 members from 444 member firms participated in Phoenix, AZ, March 9-12, 2025, setting an event record with a 6% increase over 2024.

• Participants were: 34% Wholesale Market Members, 35% Insurance Market Members, 17% Associate Members and 11% Service Members.

EDUTECH CONNECT

EduTech Connect blended the most valuable components of the former WSIA Insurtech Conference with WSIA University. The result was a new event with learning tracks including technical training, professional development and innovation topics as well as networking and exhibitors.

In addition to sessions, attendees networked during receptions and meetings in the Networking Hub with sponsors and exhibitors.

2025 Event Highlights:

• 262 industry professionals, from 120 member firms, participated in Orlando, FL, November 12-15, 2025. 20 firms exhibited in the Networking Hub.

• Participants were: 26% Wholesale Market Members, 32% Insurance Market Members, 4% Associate Members and 38% Service Members.

• In addition to a Keynote Session and Innovation Roundtables for all attendees, 28 sessions were offered.

ANNUAL MARKETPLACE

Annual Marketplace is the premier wholesale, specialty and surplus lines industry event. Members attend the event for networking and business meetings throughout the week in the Brokers’ Lounge and The Club.

2025 Event Highlights:

• 8,801 registered participants, from 728 member firms, participated in San Diego, CA, September 14-17, setting an event record with an increase of 6% from 2024.

• Participants were: 43% Wholesale Market Members, 38% Insurance Market Members, 13% Associate Members and 6% Service Members.

• Events and meetings were headquartered at both the Manchester Grand Hyatt and Marriott Marquis to accommodate growing attendance.

U40 CONNECT

U40 Connect is a forum for under-40 wholesale, specialty and surplus lines industry professionals for education, exchange of industry information, volunteer service and networking.

2025 Event Highlights:

• 230 U40 members from 90 firms participated in Boston, MA, October 19-21, 2025, setting an event record.

• Participants were: 40% Wholesale Market Members, 47% Insurance Market Members, 11% Associate Members and 2% Service Members.

• Professional development sessions, industry education, peer-led discussion panels, actionable tactics to create an inclusive culture, and networking.

• Community service engagement with Letters Against Isolation, an organization that serves thousands of seniors in the U.S., Canada, Australia and the U.K. Through the generosity of member firms and individual contributors, WSIA’s U40 also raised more than $35,000 in support of American Red Cross disaster relief efforts during a fundraiser at Underwriting Summit.

WSIA helps members promote and protect their position in the insurance market by advocating for governing principles and objectives that lead to more uniform and efficient business operations within the wholesale, specialty and surplus lines industry. With the support and direction of the Legislative Committee and Board of Directors, WSIA represents its members before state and federal legislators, insurance regulators and other groups impacting the industry’s compliance and business practices.

The Political Action Committee (PAC) helps the association educate members of Congress, state legislators and state insurance commissioners about the importance and impact of the wholesale, specialty and surplus lines industry on the nation’s economy. The PAC offers an influential voice on the industry’s complex insurance issues and can also offer financial support to candidates whose philosophies are consistent with the goals of WSIA and its members.

IN 2025, THE ASSOCIATION:

• Invested more than $600,000 in state and federal advocacy services focused on:

O Protecting the surplus lines industry’s freedom from rate and form regulation to ensure that WSIA members can continue to provide coverage to insureds.

O Clarifications and improvements to laws governing surplus lines policy fees and diligent effort processes.

O Advocated for implementation of National Association of Registered Agents and Brokers (NARAB), the passage of Secure and Fair Enforcement Regulation Banking Act (SAFER), the Tackling Predatory Litigation Funding Act and a long-term extension and reform of the National Flood Insurance Program (NFIP).

STATE ADVOCACY HIGHLIGHTS

• Along with Florida Surplus Lines Association, worked to limit application of emergency provisions imposed upon the surplus lines industry following disaster declarations.

• Led and supported successful efforts to clarify the use of surplus lines policy fees in Alabama, Arkansas, Georgia, Michigan and Pennsylvania.

• Supported successful efforts to modernize diligent search processes in Colorado and Minnesota.

• Led passage of Alabama law to eliminate zero premium reports, tax sharing authority and reduce tax reporting requirements.

• Supported efforts in Louisiana to eliminate “three-year rule” and reform bad faith laws.

WSIA PAC

• Contributions to the WSIA PAC came from 868 individuals and totaled a record $454,803.

• Contributed $292,000 to state and federal candidates whose philosophies align with the goals of WSIA and its member firms.

EDUCATION

WSIA provides a full slate of technical training, leadership and professional development programs to advance WSIA members’ employees’ careers. The association presents and develops programs for new and seasoned E&S professionals that are offered in a progressive format, so participants are appropriately challenged through every phase of their careers.

In 2025:

• 774 member professionals participated in 11 on-site WSIA education programs.

• EduTech Connect was reinvented, blending together the most valuable components of the former WSIA Insurtech Conference with WSIA University. The event featured learning tracks including technical training, professional development and innovation topics as well as networking and exhibitors.

• The Art of Presenting with Purpose was offered to 70 WSIA volunteers to help improve their facilitation effectiveness and engagement with WSIA content and education delivery.

IN 2025, 774 MEMBER PROFESSIONALS PARTICIPATED IN 11 ON-SITE WSIA EDUCATION PROGRAMS.

WEBINARS AND PODCASTS

WSIA hosted seven free member webinars during the year with 870 members participating during the live sessions or watching the recordings on demand.

Webinars were hosted by the WSIA Talent Advocacy & Engagement Foundation on topics including Emotional Intelligence, Neurodiversity: What It Is and What It Isn’t, Cultivating Inclusive Spaces, Disability Inclusion: Your Role in Disability Inclusion No Matter Your Title, Developing and Maintaining Workplace Relationship Through a Lens of Inclusion, Nonprofit Board Essentials, and Reducing the Stigma of Mental Health in the Workplace.

PROGRAM PARTICIPANTS

Excess & Surplus Lines – 110 participants

Marcus Payne Advanced E&S – 77 participants

Collaborative Selling & Negotiations –

61 total participants

Atlanta – 38 participants

Phoenix – 23 participants

Leader as Coach –

57 total participants

Atlanta – 30 participants

Phoenix – 27 participants

Underwriting Boot Camp – 92 participants

Technical Training: Hospitality – 19 participants

EduTech Connect – 262 participants

Surplus Lines Management – 54 participants

Executive Leadership Summit – 42 participants

Surplus Lines Fundamentals (online) –

174 member participants

144 student participants

TALENT OUTREACH INITIATIVES

WSIA develops awareness and interest in surplus lines career opportunities among young and emerging talent through campus and student organization visits, education opportunities, symposiums and career fairs, internships, and scholarships. The association’s Talent Outreach Committee, Internship Committee, the WSIA Talent Advocacy & Engagement Foundation and WSIA Education Foundation collaborate on this work.

2025 INTERNS

IN 2025, THE WSIA TALENT OUTREACH COMMITTEE REACHED

3,792 COLLEGE STUDENTS.

TALENT OUTREACH

• The WSIA Talent Outreach Committee reached 3,792 college students with promoting career opportunities in wholesale, specialty and surplus lines with virtual and in-person presentations.

• Conducted three Extreme Risk Taker student symposiums, with financial support from the WSIA Education Foundation.

o Las Vegas | 113 student participants from 12 schools

o Chicago | 198 student participants from 20 schools

o Atlanta | 325 students from 28 schools

o 37 WSIA member firms participated in symposium career fairs with the opportunity to meet and talk with students from across the country during these symposiums.

• Participated in five Gamma Iota Sigma events and visited with 999 students during hosted career fairs, Discover GIS session, Career Directions session and E&S presentations.

o WSIA, the WSIA Education Foundation and the WSIA Talent Advocacy & Engagement Foundation continued Sustaining Partner level support of Gamma Iota Sigma, which focuses on growth and diversification of the insurance industry’s talent pipeline. WSIA staff also serve on the GIS Board of Trustees and GIS Advisory Council.

• The WSIA Education Foundation committed a total of $275,833 to 103 students at more than 30 universities through the Derek Hughes Scholarship Program.

• Hosted White Paper and Video Contests to expand surplus lines awareness and knowledge for risk management and insurance students. Students submit papers or short videos on one of four pre-selected topics, and winners are awarded cash prizes.

o Video Contest - 11 participants from seven universities researched and produced short videos on Insurance MythBusters or Reenactment of a Claim Scenario

o White Paper Contest - 19 participants from eight universities submitted research papers on Inflation: Effects on Industry or Litigation Abuse.

WSIA INTERNSHIPS

• 27 students with risk management course experience were selected as Immersion Interns and hosted by 30 WSIA member firms. Additionally, 15 students, who did not have previous RMI exposure, were selected as Exploration Interns and hosted by 13 member firms.

• All interns participated in a three-day orientation program in Kansas City prior to their first assignment and were paired with mentors for the summer.

• The top 17 interns were selected to participate in the Annual Marketplace. Two of the attending Immersion Interns were selected as our J.H. Blades Scholars and will study the London market in 2026. Two of the attending Exploration Interns were selected as Carlton Maner Scholars to shadow an industry professional and offered the opportunity to work as a WSIA Immersion Intern in 2026.

2025 AWARD HONOREES

VINCENT DONAHUE/CHARLES MCALEAR INDUSTRY AWARD

BRYAN SANDERS, LIFE MEMBER

Bryan Sanders was honored with the Vincent Donahue/Charles McAlear Industry Award, the association’s highest distinction. The award honors individuals who have made significant contributions to the association and the wholesale, specialty and surplus lines industry. It is named after Vincent Donahue and Charles McAlear who were pioneers of our legacy organizations. Donahue served as president of Jefferson Insurance Company and was instrumental in encouraging competitors to join AAMGA. McAlear initiated organizational efforts to form NAPSLO as the national surplus lines association in the early 1970s and served as its first president from 1975 to 1977.

While also working as a highly respected industry leader for more than 40 years, Bryan has been a tireless promoter of the association’s value and work. He served on the AAMGA and WSIA Board of Directors between 2017 and 2022 and as WSIA President from 2020 to 2021. He was our first virtual President, during a global pandemic, which he managed adeptly as he modeled grace and calm for the association and his colleagues. For his years of dedicated volunteerism and leadership to this association and the industry, we were thrilled to recognize Bryan with this award.

RICHARD BOUHAN LEGISLATIVE ADVOCACY AWARD

The Richard Bouhan Legislative Advocacy Award honors individuals whose advocacy helps advance the legislative interests of the wholesale, specialty and surplus lines industry. It was created in 2006 in recognition of Dick Bouhan’s outstanding legislative work as Executive Director of the association from 1988 to 2011.

DAVE DEMOTT, GRIDIRON INSURANCE UNDERWRITERS

Dave has supported WSIA’s Legislative Committee and our advocacy work for nearly a decade. He has been an invaluable partner to WSIA, while also serving as a leader for the Florida Surplus Lines Association, and he has helped facilitate a strong relationship for all parties in addressing surplus lines issues in the state. His expertise, passion, and persistence were key to the negotiation of 2024 legislation impacting the cancellation and nonrenewal of surplus lines policies post disaster.

>> To view a list of all past WSIA and legacy associations award honorees, visit www.wsia.org/awards.

EARLE DILLARD AWARD

The Earle Dillard Award honors the contributions and outstanding service of a Committee Chair. The award is named after Earle Dillard, who served as president of Bloss & Dillard and as AAMGA President from 1973-1974. He led various AAMGA initiatives over many years, including the mid-1960s group that shaped many of the AAMGA’s operating policies and the formation of the AAMGA University Foundation in 1988.

TONY CHIMERA, WESTFIELD SPECIALTY

Tony has been an association committee volunteer for more than 20 years, and he has served as a leader for the Internship Committee over many years. His investment in not just talent outreach initiatives, but specifically his commitment to recruiting and retaining a broad pipeline of talent for the industry, is unparalleled. He has also worked tirelessly to embed that work into the WSIA Internship and Talent Outreach Committees.

TJ DAVIS, RT SPECIALTY

TJ has been a committee volunteer for six years, serving on the Talent Outreach Committee. He brings great energy and enthusiasm to all he does and has been a tremendous advocate for developing internship opportunities for students from diverse backgrounds. He was also instrumental in bringing the two WSIA Internship tracks together to benefit all students.

DANA ROEHRIG AWARD

Named for Dana Roehrig, who served as the second president of NAPSLO, the award recognizes the efforts of outstanding volunteers to one of the association’s working committees.

MIMI FISKE, MARKEL

Mimi has been a member of the PAC Committee for eight years and has committed a great deal of time and talent into the committee, which is critical to our legislative advocacy efforts. Mimi has been an enthusiastic supporter and fundraiser for the PAC, with commitment to share the PAC’s mission and message with members and with her own teams.

MICK KROLL, AMWINS

Mick has served on the WSIA Education Committee for more than seven years and is a dedicated and trusted WSIA education program facilitator, volunteering his time to present at multiple WSIA programs each year. He is always willing and ready to welcome early career participants and can be counted on to bring new ideas and generously share his expertise with colleagues.

WSIA EDUCATION FOUNDATION

THE WSIA EDUCATION FOUNDATION is dedicated to encouraging the educational development of all those interested in the excess and surplus lines business and to overcoming the misperceptions of the excess and surplus lines market.

During 2025, the WSIA Education Foundation invested $1.4 million in programs to encourage educational development of WSIA members and students interested in the wholesale, specialty and surplus lines industry, in addition to its ongoing support of the WSIA Talent Advocacy & Engagement Foundation. The WSIA Education Foundation ended fiscal year 2025 with $17 million in assets.

2025 investments included:

TALENT OUTREACH INITIATIVES

• Scholarships totaling $275,833 to 103 students at more than 30 universities through the Derek Hughes Scholarship Program.

• Administration of student-focused educational programs, symposiums, scholarships and grants to support and reward exceptional students who have an interest in an insurance career.

• Student-centered recruiting initiatives including:

o Three student symposiums and career fairs for risk management and actuarial science students.

o Sponsorships totaling $28,500 to 12 university risk management and insurance programs that increase awareness and visibility of the wholesale, specialty and surplus lines market.

o Grants totaling $41,500 to support college and university development of curriculum focused on the wholesale, specialty and surplus lines segment.

o Financial partnership with Gamma Iota Sigma (GIS) to facilitate growth in the talent pipeline for the wholesale, specialty and surplus lines industry by premiering WSIA, the WSIA Education Foundation, the WSIA Talent Advocacy & Engagement Foundation and WSIA member firms at GIS events and programs

MEMBER-FOCUSED EDUCATION INITIATIVES

• $64,800 in registration fees, lodging and travel stipends to 28 WSIA members to participate in WSIA education programs.

• Support of the 61 newly conferred Associate in Surplus Lines (ASLI) designees, bringing the total to 3,025 since 1997.

• Sponsorship of the 2025 AM Best Special Report – U.S. Surplus Lines Market Review, an important tool for the industry and WSIA members.

• Continued work with Georgia State University to enhance the role the WSIA Distinguished Chair in Risk Management and Insurance and its value to WSIA members with education programming.

• An ongoing commitment of $1 million to the WSIA Talent Advocacy Foundation to support its initiatives.

BOARD OF DIRECTORS

CHAIR

David Nelson Nationwide E&S Scottsdale, AZ

VICE CHAIR

Matt Lynch Risk Placement Services Minneapolis, MN

SECRETARY

Kristen Skender Jimcor Agencies Pittsburgh, PA

TREASURER

Annie Dawson XS Brokers Louisville, KY

IMMEDIATE PAST CHAIR

Danielle Wade Jackson Sumner Associates Boone, NC

WSIA TALENT ADVOCACY & ENGAGEMENT FOUNDATION

THE WSIA TALENT ADVOCACY & ENGAGEMENT

FOUNDATION was founded in 2020 as a 501 (c) (3) charitable organization. Its founding came after the WSIA Board of Directors identified enhancing the talent pool for the wholesale, specialty and surplus lines segment as a strategic initiative in 2019, with financial support from WSIA member firms and individuals committed to bringing the initiative to the forefront. Since its launch in 2020, the Talent Advocacy & Engagement Foundation has received pledges and contributions totaling $4.9 million from WSIA member firms, individuals and the WSIA Education Foundation.

WSIA TALENT ADVOCACY AND ENGAGEMENT FOUNDATION MISSION STATEMENT

The WSIA Talent Advocacy & Engagement Foundation was founded in 2020 to stimulate and attract a broad pipeline of talent for the wholesale, specialty and surplus lines insurance industry and to promote an Association and workplace cultures where all people have what they need to be successful in the industry.

The Foundation strives to:

• provide education resources and programs designed to cultivate a culture for WSIA and its membership where all people feel supported and have what they need to succeed in the industry;

• remove any barriers to enable all people to compete on a level paying field; and

• foster synergy with similar initiatives among all industry participants.

TALENT OUTREACH INITIATIVES

• Presentations to 1,785 students through informational sessions promoting insurance career opportunities.

o Talent Outreach and Internship Committee members presented at Fisk University, the Alpha Phi Alpha Regional Conference, the University of Southern California, Howard University and The University of Texas at San Antonio. They also participated in career fairs at the Thurgood Marshall College Fund Development Summit for Historically Black Community Colleges, the USC Black Career Fair, Annual AMEND Summit in Los Angeles, the Black Student Athlete Summit in Chicago, the USC Student Athlete Career Fair and the Business Insurance Career Fair.

o New partnerships with the Thurgood Marshall College Fund and HBCU IMPACT contributed in part to a: + 149% increase in the number of students reached. + 75% increase in internship applications received for the Exploration track.

o Students from Clark Atlanta University, the College of St. Scholastica, Fisk University and Lemoyne-Owen College attended WSIA symposiums in Atlanta and Chicago through grants provided by the Foundation.

• Hosted Talent Advocacy & Engagement Foundation Interns to work with a WSIA member firm for nine weeks.

o Interns come to the program without RMI experience.

o Top seven interns attended Annual Marketplace; top two interns were selected to participate in the 2026 WSIA Internship Program and receive an additional $2,500 scholarship, and shadow industry leaders.

o Two Talent Advocacy & Engagement Foundation interns, who earned a WSIA Internship in 2024, were also chosen as J.H. Blades Scholars.

o Six former interns from 2023 and 2024 were selected for the 2025 WSIA Internship Program.

• Supported Gamma Iota Sigma (GIS) as a Sustaining Partner in its work to cultivate a broad talent pipeline for the industry.

The GIS Foundation’s mission is to ensure equitable access to careers in insurance, risk management, and actuarial science by lowering the social and financial barriers for all

students, regardless of background or means. WSIA staff serve in volunteer capacities for GIS.

• Launched new partnership with the national INVEST program to produce a first-time E&S module included in their online curriculum. This collaborative effort among Talent Outreach Committee volunteers, former interns, Foundation Board members and staff led to this new module intended to expand high school students’ understanding of E&S in the insurance marketplace and the variety of professional pathways available.

MEMBER-FOCUSED TALENT ENGAGEMENT INITIATIVES

• Continued partnership with Blue Ocean Brain, a microlearning platform that makes short, interactive videos, games and culture awareness lessons available to members.

o 6,678 lessons were viewed on Blue Ocean Brain and 50% of learners fully completed lessons in the platform.

• Sent six bi-monthly culture resources e-Newsletters to all WSIA members with a 35% open rate.

• Increased LinkedIn followers to 1,030, a 22% increase over the prior year.

• Offered seven webinars to members including Emotional Intelligence, Neurodiversity: What It Is and What It Isn’t, Cultivating Inclusive Spaces, Disability Inclusion: Your Role in Disability Inclusion No Matter Your Title, Developing and Maintaining Workplace Relationship Through a Lens of Inclusion, Nonprofit Board Essentials, and Reducing the Stigma of Mental Health in the Workplace. Participation increased by 24% to 870 over 2024.

o Recordings remain on the WSIA website to view on demand.

• Launched the new Professional Empowerment Series delivered to 25 individuals representing eight member firms. Topics include Managing Your Network, Being Your Authentic Self, Managing Your Brand, and Finding and Leveraging a Mentor. Each session was facilitated by an industry executive.

• Provided inclusive workplace consulting to talent practitioners at several WSIA member firms as needed on strategic talent issues.

• Incorporated feedback from practitioners into intern information sessions to enhance their readiness for E&S career opportunities.

• Integrated inclusive leadership principles into U40 Connect and embedded content into Excess & Surplus Lines Program, Leading People & Teams, and Executive Leadership Summit.

• Sponsored the AKO Consulting – Black Women in the Insurance Industry Conference, and the Greater Kansas City NAAIA chapter’s membership event.

• Expanded facilitation of complex/difficult inclusion conversation across the membership through a collaboration with CIAB (Counsel of Insurance Agents & Brokers).

• WSIA and the Foundation were named as the 2025 Leader in Disability Inclusion by the Center for Disability Inclusion honoring our commitment to accessible meetings, events, education programs, and educating WSIA members on accessible workplace culture.

BOARD AND ASSOCIATION GOVERNANCE INITIATIVES

• The Nominating Committee recommended nominees for three board positions.

• The Foundation and WSIA Boards collaborated to review the impact of the President’s Executive Orders on the Foundation’s mission and took appropriate steps to ensure the mission moves forward.

• WSIA committee members received reminders of everyday acts of inclusion to practice in their meetings and the workplace in general.

BOARD OF DIRECTORS

2025

TALENT ADVOCACY & ENGAGEMENT FOUNDATION ROADMAP MILESTONES

Student and Talent Outreach

• Establish strategic talent pipeline relationships in higher education

• Establish partnerships to introduce youth and the military community to E&S as a career option

• Accelerate interns’ readiness for E&S roles

Member-Focused Inclusive Culture

• Promote career development resources for early-career talent

• Provide resources to promote accessibility in the workplace

• Expand facilitation of complex culture conversations

Association-Focused

• Gain member firms’ commitment to the Foundations’ work

• Operationalize the Foundation’s mission in the Association’s policies and practices

• Engage industry partners aligned with the Foundation’s mission

WSIA is committed to its members and to the wholesale distribution system. In honoring that commitment, WSIA messages the value of the wholesale distribution system to the retail marketplace by incorporating the benefits into all internal and external communications and consistently linking the key attributes of WSIA member wholesalers to the WSIA message. Additionally, WSIA proactively cultivates relationships to leverage earned media placements promoting the wholesale distribution system.

WHOLESALE VALUE

During 2025, WSIA:

• Hosted 186,125 user sessions on www.wsia.org, with 694,379 total pageviews.

• Invested $243,133 in the Wholesale Value messaging campaign in 2025, which generated 2.1 million paid advertising impressions.

• Delivered 114 WSIA newsletters and e-News updates to members, with an average open rate of 46%.

• Utilized LinkedIn to cross-promote WSIA News and events and provide members with an alternate way to learn and stay connected, tagging members whenever possible to improve engagement.

o Ended the year with 17,694 LinkedIn followers, an increase of 17% over 2024.

Sometimes you need a partner who can help you create the right solution for your client’s risk, while minimizing yours. Choose a WSIA member to craft costeffective solutions for complex risks.

FINANCIALS

WSIA’s net assets reached $22.3 million at December 31, 2025, with operating revenue and expense growth of 5.6% and 12.2%, respectively, from 2024. The most significant improvement in 2025 operating revenues was again driven by the association’s 2025 Annual Marketplace in San Diego, with a record 8,801 attendees, representing growth of 6% from our second-largest contingent of 8,322 attendees at the 2024 Annual Marketplace. Operating expense growth was also driven by growth in event attendance and additional resources bringing the WSIA staff team to 22 employees.

The association continued to invest in valuable committee work, networking events and education programs, regulatory and legislative advocacy, and important reforms for the industry, its communication campaign promoting the value of wholesale distribution, and the good work of the WSIA Education Foundation and WSIA Talent Advocacy & Engagement Foundation to develop a broad pipeline of talent for our industry. Two staff positions were added in 2025, including the Director & Counsel of Strategic Initiatives to support our partnership with the California Insurance Wholesalers Association (CIWA) and staff leadership to CIWA’s Legislative Committee, and an Executive Assistant. Furthering the association’s net revenue growth in 2025 was $2.7 million of investment income, including $1.3 million of unrealized gains in WSIA’s investment portfolio, consistent with market performance in 2025. WSIA’s net assets of $22.3 million at December 31, 2025, represent an operating reserve of 138% and places the association in a strong financial position.

The WSIA team and Board continue to carefully review and benchmark the association’s operating reserve to invest in events, programs and services whose value to members exceeds their annual membership dues. We also manage the reserve to maintain prudent financial strength for many years to come. WSIA’s financial statements and investment results are monitored by the Audit & Compliance Committee and were reviewed by independent auditors, CBIZ CPAs P.C. Their report included an unmodified audit opinion, no financial statement adjustments, and noted no weaknesses in WSIA’s internal control structure.

THE

MOST

SIGNIFICANT IMPROVEMENT

IN 2025 OPERATING REVENUES WAS AGAIN DRIVEN BY THE ASSOCIATION’S 2025 ANNUAL MARKETPLACE IN SAN DIEGO, WITH A RECORD 8,801 ATTENDEES, REPRESENTING GROWTH OF 6% FROM OUR SECONDLARGEST CONTINGENT OF 8,322 ATTENDEES AT THE 2024 ANNUAL MARKETPLACE.

COMMITTEE ROSTER

AUDIT & COMPLIANCE COMMITTEE

CHAIR, Coryn Thalmann

Jimcor Agency, Inc.

Elizabeth Banks

Jackson Sumner & Associates

Samuel Carson Burns & Wilcox

Jennifer Cunningham

Atlantic Casualty Insurance Co.

Jim Damonte

Upland Specialty Insurance

Kari Edwards AmRISC, LLC

Mubarak Kahloan

Lexington Insurance Company

Duffy Koller

Paragon Insurance Holdings, LLC

Douglas Lang

Convex Group Ltd.

Adam Law

RT Specialty

Jeff Lynn

QuoteWell Insurance Services, LLC

Drew Stock

Upland Specialty Insurance

Andrew Whittington

RSUI

Shelby Zgnilec Burns & Wilcox

EDUCATION COMMITTEE

CO-CHAIR, J. Patrick Roe

Arlington/Roe

CO-CHAIR, Daniel Kaufman Burns & Wilcox

David Archiable

Dellwood Insurance Group

Adam Care

HSB

Jennie Carr

Arlington/Roe

Bryan Clark

Gorst & Compass Insurance

Marcela Connor

FTP Inc.

Joshua Conyers

Preferred Specialty, LLC

Joe Dahlvig

Admiral Insurance Group

Cara Delestienne

Atain Insurance Companies

Ken Distel

Atlantic Casualty Insurance Co.

Shammi Dowla Amwins Brokerage

Gabriel Fox Zurich

Angie Fylak Nautilus Insurance Group

Cody Gambino AmRISC, LLC

Ali Gareri Atain Insurance Companies

Madison Gillen MUSIC

John Gould Navigators, a brand of The Hartford

Barbara Habel Atain Insurance Companies

Jessica Hahn

XPT Specialty

Dani Harris

Treaty Oak General Agency

Ed Hart

Markel

Graham Jones

Gallagher Re

Stephen Jones

Admiral Insurance Group

Richard Juliano Risksmith Insurance Services

Ronald Keller

Ategrity Specialty Insurance Company

Michael Kroll Amwins

Toni Leone Great American Risk Solutions

Tayler Marshall Ryan Specialty Underwriting Managers

Matt McColley

KW Specialty Insurance Co

Ricardo Melchor

RT Specialty

Jacey Norberg

Risk Placement Services

Rachel Pagliarulo

GenStar

Riley Pickett

RT Specialty

Hannah Poulson

Ironshore Insurance Services

Mark Rector

Lloyd’s

Lisa Rodriguez Brown & Riding Insurance

Christopher Schramm

Lancashire Syndicates Limited

Tanner Sealey

Upland Specialty Insurance

David Sell

Chris-Leef Gen. Agency, Inc.

Annemarie Sorensen

Nationwide E&S/Specialty

Rebecca Thomas Burns & Wilcox

Eric Timm

Century Insurance Group

John Vedder

Bridge Specialty Grp.- Peachtree

Chris Zoidis

Atain Insurance Companies

EVENTS COMMITTEE

CO-CHAIR, Patrick Albrecht

Associated Insurance Administrators, Inc.

CO-CHAIR, Wendy Houser

Markel

Stephen Adam

Upland Specialty Insurance

Reiko Akimoto

At-Bay

Whitney Alt

Velocity Risk Underwriters

Gary Anthony

Imperial PFS

Michael Bachman

Century Insurance Group

Stephanie Badiola

Gridiron Insurance Underwriters

Mamadou Bah

RT Specialty

Grainne Bohan

UFG Specialty

Margaret Carroll

Great American Risk Solutions

Nicolas Cioffi

Risksmith Insurance Services

Shannon Dahlke

Amwins Access

Angela Davis

Amwins Brokerage

Lia DeLisle

Old Republic Specialty

Insurance Underwriters

Ryan Donovan

Great American Risk Solutions

Randy Doss

CRC

Adriana Esposito

RT Specialty

Jason Feldman

Berkley Program Specialists

Chris Giadrosich

Intact Insurance

Specialty Solutions

Dawn Gordon

Brown & Riding Insurance

Jon Grimsley

Great American Risk Solutions

Laura Guthinger Burns & Wilcox

Caroline Haga Mission Underwriters

Ashlee Harden Risksmith Insurance Services

Elizabeth Hayes AmRISC, LLC

Madeline Heintz InsCipher

William Houghton

Century Insurance Group

Christie Hubbard, Allianz Global Corp & Specialty

John Karl Burns & Wilcox

Katie Katzman Amwins

Jennifer Kuns Century Insurance Group

Skyler Lash Elpha Secure

Addie Lopez

R.E. Chaix & Assoc. Inc.

Melissa McKee

Hudson Insurance Group

William Palmer Markel

Lianne Riley

Risksmith Insurance Services

Alex Robles Wholesure

Caryn Siebert

AJG - Gallagher Bassett

Nicole Siegel Markel

Kristen Skender

Jimcor Agency, Inc.

Lorin Smith Amwins

Serena Ter-Nersesian

Great American Insurance Group

Steve Tralongo

Zurich North America

Daniela Valdevenito

AmTrust E&S Insurance

Greg Watson Amwins Access

Linda Yuan

Mission Underwriters

Michelle Yuko Amwins Brokerage

INSURTECH COMMITTEE

CO-CHAIR, Veronica Davis

Atlantic Casualty Insurance Co.

Dakota Barden

Markel

Natina Berry

Freberg Environmental, Inc.

Carey Bond

Lloyd’s

Marciana Bradley

Tokio Marine Specialty

Insurance Co

Cristy Brewer

Atlantic Casualty Insurance Co.

Tom Brighton

QuoteWell Insurance Services, LLC

Dan Brown

Eversheds Sutherland

Mike Cavanaugh Fusion

Ana Daves

Nautilus Insurance Group

Chasity Devasurendra

CRC

Shawn Diamond

Simon Agency NY, Inc

Mimi Dobbins

Jackson Sumner & Associates

Rebecca Farthing

InsCipher

Dana French

First Insurance Funding

Jeffrey Heine

Novidea Inc.

April Bianca Henry Kleen

Great American

Insurance Group

Barbara Ingraham

One80 Intermediaries

Arvind Kaushal

Cogitate

Jerilyn Kelly

Vitesse PSP Limited

Alvin Ly

Bridge Specialty Grp.-J.E. Brown

Kate Mazza

QuoteWell Insurance Services, LLC

Gilbert Orozco

Imperial PFS

Rich Pluschau

Falcon Risk Services

Ryan Rafferty USG Insurance Services, Inc.

Marie Reed

Nationwide E&S/Specialty

Piyush Singh

Cogitate

Tate Tooley

Bloss & Dillard, Inc.

Jason Wiley Patra Corporation

Laura Wimmer

Crum & Forster

Surplus & Specialty Lines

Christyn Yoast BOXX Insurance

INTERNSHIP COMMITTEE

CO-CHAIR, Gerald Dupre Core Specialty

CO-CHAIR, Steve Boyd Arrowhead Intermediaries

Mary Albrecht Amwins

Alexandra Angelico Amwins

Kristina Apel

AXIS Insurance

Milan Arpino

Amwins Brokerage

Rahmad Bauldrick

Burns & Wilcox

John Bearden

Amwins Brokerage

Archer Beigel Markel

Maddie Beja Risk Placement Services

Bryson Belaire

Bridge Specialty Grp.-Hull & Co.

Matt Blessing CRC

Brett Blumencranz IFG Companies

Marissa Bromelia Markel

Jennifer Brown

Amwins Access

Stacey Bullock

Risk Placement Services

Shelby Burmeister GenStar

Gina Butchin Nautilus Insurance Group

Joshua Carmona Zurich North America

Ava Carnazza RT Specialty

Gabe Carrieri XS Brokers

Tony Chimera Westfield Specialty

Daniel Cho Origin Specialty Underwriters Agency, LLC

Faith Cochran CRC

Dan Confalone Markel

Megan Connors Westfield Specialty

Tammy Culmone Amwins Access

Meredith Dearing Berkley Specialty Property

Matt DeBernardi RLI

Jim DeSimone Munich Re

Douglas Dick Crawford & Company

Scott Epstein Novatae Risk Group

Cecilia Espineli

Nationwide E&S/Specialty

Olivia Faulkner Markel

Elise Gay Burns & Wilcox

Michelle Gibbons Amwins Brokerage

Bob Greenebaum CRC

Carson Herron Velocity Risk Underwriters

Troy Hidle Amwins Brokerage

Nicole Hissong Velocity Risk Underwriters

Hannah Huggins RT Specialty

Ben Hughes Upland Specialty Insurance

Ebony Hunt Amwins Access

Molly Ireland National Indemnity Company

Anita Jim

Nationwide E&S/Specialty

Jessica Johnson Insurity

Brynjar Johnston Ryan Specialty Underwriting Managers

Kristin Jones Amwins Access

Clif Kersey

Upland Specialty Insurance

Jennifer Kessel

USG Insurance Services, Inc.

Anna Kodryanu Westfield Specialty

Logan Krause

Bridge Specialty Grp.-Peachtree

Jeff Lamb

Markel

Colton Langsam

Burns & Wilcox

Andrea Larkin

Westchester

Stephanie Lawson GenStar

Tricia Loney

QBE Insurance Corporation

Noah Lucas

Markel

Camara Magaoay

Ironshore Inc.

Robert Martin

CNA

Katie Moran

GenStar

Shannon Nisi

Beazley Group

Anna Nix

Amwins

Nicole Noland

Westfield Specialty

Amanda O’Brien

Markel

Aditi Patel

Bridge Specialty Grp.-Peachtree

Carolyn Pearce

Risk Theory, LLC

Houston Pittman

Amwins Access

Jamie Ratowsky

RT Specialty

Allison Reagan

RT Specialty

Dalmona Reese

QBE Insurance Corporation

Gary Romay

KW Specialty Insurance Co

Heather Schenker

Sentry Specialty

Gerald Sheehan

Gallagher Re

Heather Slusser

Arlington/Roe

Neil Smallcombe

Lexington Insurance Company

Zachary Snow

Eirion Risk Underwriters

Erika Sreenan

RT Specialty

Bryant Steele Amwins

Alexandra Stoughton Westfield Specialty

Matthew Taylor Markel

Allison Thayer Coaction Specialty

Insurance Group

Chad Trainor CRC

Lisa Van Leuvan

Risk Placement Services

Stephanie Vukotic

RT Specialty

Alyxandra Wagner

RT Specialty

Mariah Wilson Amwins Brokerage

Gregory Woods GenStar

Alexander Wright GenStar

LEGISLATIVE COMMITTEE

CO-CHAIR, Lou Levinson

Lexington Insurance Company

CO-CHAIR, Robert Sanders

Preferred Specialty, LLC

Andrew Adams

River Valley Underwriters

Hannah Anglin

Lexington Insurance Company

Ross Antonacci

Century Insurance Group

Joshua Bowen

Crum & Forster

Surplus & Specialty Lines

Michael Breeding Amwins Brokerage

Christian Brito

Greenberg Traurig

Deborah Burke Intact Insurance

Specialty Solutions

Michael Byrne

McDermott Will & Schulte LLP

Robert Carroll Crum & Forster

Surplus & Specialty Lines

Kathy Colangelo

Bridge Specialty Group

Annie Dawson

XS Brokers

Thomas DeCotis

DeCotis Specialty Insurance

Don Deising

RT Specialty

David DeMott

Gridiron Insurance Underwriters

Andrew Diamond

Nationwide E&S/Specialty

Brian Dunn

XPT Specialty

Seth Fischer

W.H. Greene & Assoc., Inc.

Timothy Grant

Chubb Global Markets

Hank Haldeman

WSIA Life Member

Rob Halsey

Lexington Insurance Company

Paul Hanley

CRC Group

Rachel Hanuschak

Lexington Insurance Company

Mallorie Harper

Markel

Michael Heinle

Burns & Wilcox

Lauren Hernandez

RT Specialty

Ilana Hessing

Ryan Specialty Underwriting Managers

Ricky Jenkins

Novatae Risk Group

Alan Kaufman

Burns & Wilcox

Jeffrey Klein

McIntyre & Lemon, PLLC

Paul Laufer

Gorst & Compass Insurance

Christopher Lewis

Zurich

Robert McEwen

The Parks Group, Inc.

Benjamin McKay

Surplus Line Association of CA

Kathy McVaney Amwins

Sabrina Miesowitz

Lloyd’s

Elizabeth Nanez

CRC

Clint Nokes

RSUI

David Ocasek

Surplus Line Association of IL

Conor O’Leary

Shelly, Middlebrooks & O’Leary

Janet Pane

ELANY

Lynn Patino

Burns & Wilcox

James Roe

Arlington/Roe

Ben Schiffman

Crum & Forster

Surplus & Specialty Lines

Mark Shealy

Florida Surplus Lines

Service Office

Lee Sjostrom

RSUI

Bachman Smith Johnson & Johnson, Inc.

Jerry Sullivan

G.J. Sullivan Co. Reinsurance

Josh Taylor

Novatae Risk Group

Arshawn Teymoorian McIntyre & Lemon, PLLC

Tony Trenzeluk Sentry Specialty

David Vanalek Richmond National Insurance Company

Tiffany Way RT Specialty

Randy Wes AmRISC, LLC

Caroline West Lexington Insurance Company

Melissa Wheeler Westfield Specialty

Lindsay Williams Amwins Brokerage

MEMBERSHIP COMMITTEE

CO-CHAIR, Michael Garrison

Navigators, a brand of The Hartford

CO-CHAIR, Jeff McNatt

Amwins Brokerage

Neil Baker

Shepherd Compello Ltd.

Kevin Bolger Afco Direct

Andrew Bown

Tysers

Matthew Brady Burns & Wilcox

Jim Dowdy Ryan Specialty Underwriting Managers

Ross Driscoll

National E&S Insurance Brokers, Inc.

Dennis Dunne Trigon, Inc.

Jeff Fields

Markel

Michelle Fisher

Sompo

Lindy Gardner

Admiral Insurance Group

Andrew Grim

CRC

William Hildebrand

PPS Specialty Underwriters, Inc.

Jennifer Hopson

Munich Re Specialty

Samuel Hufstedler Tenco Services, Inc.

Michael James Lockton Re LLC

Denny Johnson

Elysian

Julia Keenan

Lexington Insurance Company

Matt Lynch Risk Placement Services

Kristy Randolph Wildfire Defense Insurance Services, Inc.

Jeff Short Brown & Riding Insurance

Chris Siegel Burns & Wilcox

Van Spanos Core Specialty

Graham Stecz Ironshore Insurance Services

Kevin Sullivan AmTrust E&S Insurance

Tyler Turk Dellwood Insurance Group

PAC COMMITTEE

CO-CHAIR, Cristi Carrington Brown & Riding Insurance

CO-CHAIR, Christa Nadler Risk Placement Services

James Antonopoulos AmTrust E&S Insurance

Cliston Brown Surplus Line Association of CA

Ben Bruhn Amwins Brokerage

Yana Connors Ck Specialty Ins. Associates

Zac Crosley CRC

Mimi Fiske Markel

Pierson Jones Ascot Group

Fred Karlinsky

Greenberg Traurig

Bernadette Rousseau National Indemnity Company

Scott Smith RSUI

Andrew Thatcher

Crum & Forster Surplus & Specialty Lines

TALENT OUTREACH COMMITTEE

CO-CHAIR, Danielle Wade

Jackson Sumner & Associates

CO-CHAIR, Neil Kessler

CRC

Paul Adams Ascot Group

Jesus Avila

Great American Risk Solutions

Anurag Batta

Bridge Specialty Group

Jessie Berger

Upland Specialty Insurance

Leslie Bingham

Navigators, a brand of The Hartford

Devon Borisoff

Monarch E&S Insurance Svcs.

Alyssa Bouchard

Gamma Iota Sigma

Lovre Brajkovic

Nationwide E&S/Specialty

Macie Brown

Lexington Insurance Company

Julia Carson Little

Ryan Specialty

Underwriting Managers

Brett Carter True Search

Timothy Chaix

R.E. Chaix & Assoc. LLC

Alicia Copple

Surplus Line Association of CA

Robert Costa

Everest Insurance

Kellie Dainton

Alliant/Boynton

Thurston Davis

RT Specialty

Graham Doran

Palomar Specialty

Insurance Company

Brett Dresner

Amwins Brokerage

Ross Driscoll

National E&S

Insurance Brokers, Inc.

Renee Eldridge Markel

Cassandra Ferguson RSUI

Caroline Flowers Amwins

Bill Gatewood

Burns & Wilcox

Jordan Generals

XPT Specialty

Albert Geraci

Risk Placement Services

Nick Graham

Nautilus Insurance Group

Allison Greenan Markel

Pamela Guerrero

Everest Insurance

Reggie Haggans

Navigators, a brand of The Hartford

Sherita Hardy

Amwins Brokerage

Whitney Harris

Core Specialty

Ashley Heline

Northfield Insurance Company

Tracy Henderson

Insurity

Ryan Hite

RLI

Julia Houk

Elysian

Giselle Huza

Ryan Specialty

Underwriting Managers

Kristen Ilsemann

Munich Re

Molly Ireland

National Indemnity Company

Anita Jim

Nationwide E&S/Specialty

Daniel Kennedy CRC

Neil Kessler CRC

Victoria Killingsworth AXA XL

Anna Kodryanu Westfield Specialty

Lee Koonce

Beazley Group

Perri Leung

CapSpecialty

David Lewison

Amwins Brokerage

Matt Madar

Core Specialty

Carlos Marcano

London Underwriters, LLC

Elaina Massar (Nicholson)

Risk Placement Services

Megan McMullen Barney

Great American

Insurance Group

Ricardo Melchor

RT Specialty

Sharon Mielke

Markel

Lakeisha Moore

Atlantic Casualty Insurance Co.

Breelin Motte Markel

Brian Mulvihill

AmTrust E&S Insurance

David Neri

WAHVE

Leah Ohodnicki

RT Specialty

Stephen Pannucci

Zurich

Robert Pienta

Johnson & Johnson

Jennifer Porter

AXA XL

Amy Price

Navigators, a brand of The Hartford

Bob Quillman

Burns & Wilcox

Wendell Reese

R.E. Chaix & Assoc. LLC

Christopher Reilly

Amwins

Jeannie Reilly Burns & Wilcox

Rebecca Roberts Arbour Specialty

Madeline Schrull

CRC Group

Kanika Scott

AXIS Insurance

Allison Sellers

Great American Risk Solutions

Brian Sloan

Dellwood Insurance Group

Chad Smith

Century Insurance Group

Brandon Stevis GenStar

Matthew Terry AXA XL

Lily Van Elderen Markel

Jordan Velarde

Core Specialty

Rob Wooten

FM Boiler Re

Joseph Wuestenhagen

CapSpecialty

LEADERSHIP

OFFICERS

CHAIR

Phillip McCrorie RSUI

Atlanta, GA

VICE CHAIR

Patrick Albrecht Associated Insurance Administrators, Inc. Montgomery, AL

BOARD OF DIRECTORS

SECRETARY

Wendy Houser Markel Dallas, TX

TREASURER

Coryn Thalmann Jimcor Agencies Montvale, NJ

IMMEDIATE PAST CHAIR

Brenda (Ballard) Austenfeld RT Specialty Naples, FL

WSIA TEAM

Liz Bermond

Senior Office Coordinator

Ruth Crocker

Senior Manager, Talent Outreach & Strategic Partnerships

Lynley Darkow Director of Events

Tina Esposito Executive Assistant

Susan Henderson Director of Communications

Debbie Hill Event Advisor

Lindsay Holland Education Program Manager

Brady Kelley CEO & President

Keri Kish

General Counsel & Policy Director

Chelsea Lenhart

Senior Event Manager

Denise Marshall Student Programs Manager

Monica McAtee Director of Education

John McCrary Technology Operations Manager

John Meetz Director of Government Relations

Frosty Mohn Director of Technology Operations

Paige Pickett Government Relations Assistant

Ana Serra Event Housing Manager

Vanessa Sims Director of Talent & Culture

Emily Stubbs Controller

Elizabeth Tice

Marketing Coordinator

Chris Timmerman

Senior Manager, Talent Outreach and Student Programs

Holly Weatherford Director & Counsel of Strategic Initiatives