SPEAKERS
Thursday May 14
8:30 am - Keynote Presentation
Built from Within: Leverage the Power of Your Story to Build, Connect, & Elevate
Jerry Won
Speaker: Jerry Won is a renowned keynote speaker, speaker coach, and entrepreneur who speaks on Storytelling, Personal Branding, & Asian American Leadership. He is the Founder & CEO of World Class Speakers, a speaker coaching and training company that educates and empowers speakers to elevate their influence, impact, and income. Jerry is host of the World Class Speakers Podcast, a show that helps speakers launch and grow their speaking careers. Jerry is also the Founder & CEO of Just Like Media, an innovative storytelling company home to the award winning Dear Asian Americans Podcast, the Asian Creator Awards, & more. His speaking partners include JPMorgan, Harvard Business School, SXSW, Google, Pepsi, Meta, and more. In May of 2023, he was invited by The White House to host a conversation with Vice President Harris at The White House Forum for Asian Americans, Native Hawaiians, and Pacific Islanders. He has been featured for his expertise in Forbes, Business Insider, LinkedIn, and more. Jerry earned his B.S. from USC Marshall and his MBA from Michigan Ross. He lives in Southern California with his wife and children.
9:50 am - General Session
Elevating Premium Audit Through Stronger Industry Relationships -
Robert Sherman, Pro Global
Description: Premium audit sits at the intersection of financial performance, regulatory compliance, and customer experience. This session challenges traditional views of audit by highlighting how relationship‑centric leadership, candid communication, and cross‑functional collaboration can improve outcomes across the insurance value chain. Designed for both leaders and practitioners, it offers practical takeaways to strengthen trust and drive better results.
Speaker: Robert Sherman is an accomplished insurance professional with a 20-year career that includes a depth of product knowledge, extensive experience in managing client accounts, and a history of propelling business growth. He holds designations in Enterprise Risk Management, Insurance Management, and Market Conduct Management. Throughout his career, Robert has consistently elevated employee satisfaction, exercised cost control and enhanced operational efficiency by implementing innovative strategies and process enhancements. His proficiency in team management, project execution and vendor relationship management positions him as a trusted expert in the insurance industry. With his deep industry knowledge and commitment to delivering tangible value, Robert Sherman will lead Pro’s US Audit strategy and business development efforts in insurance audit, compliance and advisory services.
10:50 am - General Session
A Day in the Life of a Premium Audit: From Friction to Flow with AI
Chris Schrenk, NeuralMetrics
Description: Explore how artificial intelligence is transforming the premium audit process from start to finish. This session will highlight common workflow challenges, demonstrate how AI-driven tools can improve efficiency and accuracy, and discuss the evolving role of technology in creating a smoother audit experience for auditors, carriers, and insureds alike.
Speaker: Chris Schrenk is Chief Underwriting Officer at NeuralMetrics, where he leads underwriting strategy and drives innovation at the intersection of insurance and artificial intelligence. His work focuses on transforming risk evaluation, premium audit, and operational workflows through data-driven solutions. With more than 15 years of premium audit experience, Chris brings a unique blend of field expertise and leadership. He has led multi-state audit teams, collaborated closely with underwriting and product organizations, and developed scalable workflows and training programs to solve complex operational and client challenges. Known for bridging deep industry knowledge with a forward-looking approach to AI, Chris is passionate about modernizing insurance processes—improving accuracy, increasing efficiency, and delivering a better experience for both carriers and policyholders.
1:30 pm - Concurrent Sessions - Managers Track
Problem Solving/Resolution Strategy
Ryan Squatrito, Starr Insurance
Description: This session is designed for leaders in the premium audit space and focuses on proven analytical and problem-solving methods. Attendees will learn how these tools can be practically applied within premium audit operations to improve audit quality, identify root causes of performance gaps, and drive meaningful process improvements.
Speaker: Ryan Squatrito brings more than 20 years of experience in the Premium Audit industry on the carrier side, with a career spanning front-line auditing through operational leadership. He has held a range of progressively responsible roles, including Auditor, Team Lead, Assistant Director, Quality Manager, and Operations / Technical Services Manager. Throughout his career, Ryan has focused on improving audit quality, strengthening quality control frameworks, and driving sustainable process improvements. He has both participated in and led numerous cross‑functional initiatives aimed at improving first-pass accuracy, reducing rework and premium leakage, and aligning audit operations with business and compliance objectives. Known for his practical, data‑driven approach, Ryan specializes in identifying root causes of quality issues and translating them into scalable process and control enhancements.
1:30 pm - Concurrent Sessions -Auditors Track
Role Playing – Stewardship Meeting
Auditor – Keeleigh Newsom, Davies
Underwriter – Kevin Hunt, LAI/ReSourcePro
Broker – Haley Kennedy, CopperPoint Insurance
Insured – Patrick Owyoung, CopperPoint
Description: Stewardship - An interactive glance of how each role plays a part in the premium audit experience from the policy holder, agent/broker, the underwriter and the auditor. Together we can make it the best experience for everyone involved.
Speaker: Keeleigh Newsom is a Regional Developer for Davies, previously AFIRM. She started in the industry as a Physical Auditor in the LA, TX, and AR areas. She then moved into Quality Control reviewing audits and then moved up to a regional developer which involves training all the new auditors brought on to the company. She was born and raised in northern Louisiana where she obtained her bachelor in finance and accounting from northwestern and masters in business administration concentration in leadership from LSUS.
Speaker: Kevin Hunt is the Southeast Director of Field Operations for ReSource Pro, bringing nearly 40 years of experience in premium audit and insurance operations. Throughout his career with organizations including Hanover Insurance, Fremont Compensation, The Zenith Insurance Company, and Lowry & Associates | ReSource Pro, Kevin has held leadership roles overseeing field audit operations, premium audit management, automation initiatives, and operational growth. He is widely recognized for his expertise in premium audit operations and his long-standing commitment to the industry and NSIPA.
Speaker: Haley Salato has been in the premium audit industry since 2008 when she started out as a phone auditor. Much of her career has been with US-Reports, now Davies, serving various roles in management. Haley currently is the audit resolution support specialist for CopperPoint Insurance. Haley has held several roles on the NSIPA board including social media chair, chapters chair and is a past President.
Speaker: Patrick Owyoung is a premium audit professional with extensive experience in insurance operations and audit management. In his role with CopperPoint Insurance Companies, he focuses on supporting premium audit operations, client relationships, and industry best practices. Patrick is recognized for his collaborative approach, operational expertise, and commitment to strengthening partnerships across the premium audit industry.
2:15 pm – Concurrent Sessions - Managers Track
The Power of 5 – The 5-5-5 Storytelling Framework
Jerry Won
Speaker: Jerry Won is a renowned keynote speaker, speaker coach, and entrepreneur who speaks on Storytelling, Personal Branding, & Asian American Leadership. He is the Founder & CEO of World Class Speakers, a speaker coaching and training company that educates and empowers speakers to elevate their influence, impact, and income. Jerry is host of the World Class Speakers Podcast, a show that helps speakers launch and grow their speaking careers. Jerry is also the Founder & CEO of Just Like Media, an innovative storytelling company home to the award winning Dear Asian Americans Podcast, the Asian Creator Awards, & more. His speaking partners include JPMorgan, Harvard Business School, SXSW, Google, Pepsi, Meta, and more. In May of 2023, he was invited by The White House to host a conversation with Vice President Harris at The White House Forum for Asian Americans, Native Hawaiians, and Pacific Islanders. He has been featured for his expertise in Forbes, Business Insider, LinkedIn, and more. Jerry earned his B.S. from USC Marshall and his MBA from Michigan Ross. He lives in Southern California with his wife and children.
2:15 pm – Concurrent Sessions - Auditors Track
Remuneration or Not? Decoding Adjustable Audit Items
Kay Payer, Expert Audit Services
Description: Determining what is and is not includable remuneration can be one of the most challenging aspects of the premium audit process. This session will break down common adjustable audit items, clarify key guidelines and interpretations, and provide practical examples to help auditors navigate complex remuneration scenarios with greater confidence and consistency.
Speaker: Kay Payer, CPCU, APA, CIPA, is President of Expert Audit Services and a highly respected leader in the premium audit industry with more than 30 years of auditing experience. She is recognized for her expertise in premium auditing, classification and remuneration issues, auditor education, and industry advocacy. Kay is an active contributor to NSIPA and The Institutes, where she has helped support the development of premium audit education programs and professional designations.
3:20 pm - Concurrent Sessions - Managers Track
Connecting with the Next Generation of Talent
Adrianne Sessions, Ategrity
Description: Attracting the next generation of premium auditors requires more than traditional recruiting strategies. This session explores how to connect with emerging talent by aligning with their values, modernizing training and engagement approaches, and creating clear pathways for growth. Attendees will gain practical strategies to build a stronger, future-ready workforce.
Speaker: Adrianne Sessions is the Head of Premium Audit at Ategrity Specialty Insurance and a leader in transforming and scaling audit operations. She has built and optimized premium audit functions across multiple carriers, delivering improved efficiency, reduced cycle times, and increased premium capture. Adrianne is also a dedicated industry advocate, serving as NSIPA’s Vice President of Governance and contributing to key educational and certification initiatives. She is passionate about helping organizations rethink audit as a strategic driver of value rather than a back-end function.
3:20 pm - Concurrent Sessions - Auditors Track
Numbers & Letters: Elevating Your Knowledge in the Commercial P&C Industry
Rick Cerrato, AIPSO
Description: This session will explore professional designations and certifications relevant to the commercial P&C insurance industry, with a focus on opportunities for premium auditors. Attendees will gain insight into available programs, coursework requirements, and how continuing education and professional credentials can support career growth and industry expertise.
Speaker: Rick began his career in high school working for the local Allstate Insurance agent and worked at various local and regional insurance agencies. In 2022, he began working as a Premium Auditor for a small vendor. He then worked for several carriers and vendors before joining a vendor as Premium Audit Manager. He currently works at AIPSO as a Senior Premium Auditor for the New Jersey Commercial Automobile Insurance Plan. Rick holds an active New Jersey Property and Casualty license since 1990 and has obtained various insurance designations including APA, CIPA and CPCU. In 2022, he graduated from Olivet University with a Master of Business Administration – Insurance. He currently serves as the Co-Chair of the NSIPA Mid-Atlantic Region and is Immediate Past President of the New Jersey CPCU Society Chapter. Rick also was on the NSIPA committee that assisted The Institutes in updating the course material for the APA 320 and APA 321 courses.
Friday May 15
8:30 am - General Session
Connecting the Dots: Bureau Perspectives on Building a Stronger Audit Industry
Terra Jordahl, MWCIA
Veruschka Zachtshinsky, NCCI
Roxanne Tryson, PCRB/DCRB
Winnie Tso, WCIRB of CA
Description: Join representatives from leading rating bureaus as they share insights on current industry trends, upcoming changes, and the evolving landscape of premium audit. Topics will include legislative and manual updates, test audit developments, classification changes, technology and AI considerations, remote audit challenges, and initiatives aimed at improving accuracy and consistency across the industry. This interactive panel offers attendees the opportunity to hear directly from bureau leaders and gain valuable perspectives on the future of premium auditing.
Speaker: Terra Jordahl is the Sr. Field Service Specialist and Test Auditor for the Minnesota Workers’ Compensation Insurers Association (MWCIA). With more than 18 years of experience in the premium audit industry and eight years dedicated to the Minnesota bureau, she brings deep technical expertise and a strong commitment to industry education and compliance. Terra is an active member within the auditing community. She has served on the boards of both her local Minnesota Insurance Auditors Association (MIAA) and the regional Insurance Auditors Association of the Central States (IAACS). She also currently serves as a Regional Vice President for the National Society of Insurance Premium Auditors (NSIPA), representing the Central States.
Speaker: Roxanne Tryson is a Senior Technical Analyst in PCRB’s Field Operations Department, where she has built a distinguished career since joining the Bureaus in 2005. She began in the Classification Department before transitioning to Field Operations, where she now serves as the lead Test Audit Reviewer. In this role, Roxanne is also a trusted trainer and mentor to new hires, helping shape the next generation of audit professionals. Roxanne is the public face of PCRB’s Test Audit Program, representing the organization at regional and national audit society meetings and delivering educational seminars for carriers and audit vendors. Her work reflects a deep commitment to audit quality, professional education, and industry collaboration. A graduate of Temple University, Roxanne is actively involved in the profession as Co‑Chair of NSIPA’s Mid‑Atlantic Chapter and Regional Vice President for NSIPA’s Northeast Region. She is also dedicated to her local community, serving as President of her town’s Recreation Board. Outside of work, Roxanne enjoys yoga and traveling food adventures with her husband.
Speaker: Winnie Tso is in the Classification and Test Audit Department at the Workers’ Compensation Insurance Rating Bureau of California (WCIRB) and serves as the Program Administrator for the California Premium Audit Accuracy Program (PAAP). She oversees Test Audit and Classification Ratemaking Data Validation programs and is a subject matter expert on California’s Uniform Statistical Reporting Plan (USRP). Winnie has over 15 years of workers’ compensation experience spanning classification, premium audit accuracy, and claims. She regularly presents WCIRB Test Audit Quarterly Touch Point webinars and industry training sessions focused on audit accuracy and best practices. Winnie holds a Bachelor of Arts degree from UCLA and is WCIRB CompEssentials certified.
Speaker: Veruschka Zachtshinsky, CPCU, ARC, WCP®, Sr. WC Infrastructure Consultant, Disputes, has extensive experience in the insurance industry, particularly in assisting policyholders with disputes involving their workers’ compensation carriers. Her career in WC Operations began with research and item filings at NCCI, and she has also worked as an independent insurance agent and property and casualty underwriter. Veruschka holds a bachelor's degree from Florida Atlantic University and earned her Chartered Property Casualty Underwriter (CPCU) designation in 2015. Additionally, she is actively involved as a volunteer leader with the CPCU Society, demonstrating her dedication to the professional community.
9:50 am - General Session
The Price of Precision: Navigating Premium Leakage Panel Discussion
Dan Swenson – Moderator, Lowry, A ResourcePro Company
Jason Fox – Premium Audit, CopperPoint
Danielle Pennison – Underwriting, DUAL North America
Loss Control – Richard Pope, NEIS
Description: Premium leakage can have a significant impact on carriers, auditors, and insureds alike. This panel discussion will explore common causes of leakage, emerging challenges, and practical strategies for improving accuracy, consistency, and accountability in the premium audit process.
Moderator: Dan Swensen is the Director of Innovation and Development at ReSource Pro. Since beginning his career as a field auditor in 2006, Dan has dedicated nearly two decades to modernizing the premium audit landscape. He is best known for revolutionizing auditor development through the creation of the organization’s E-Learning and onboarding platforms, as well as launching a new virtual field mentoring program. Today, he focuses on fostering cross-departmental synergy and driving innovation within ReSource Pro’s development operations. A graduate of the University of Utah, Dan is a frequent advocate for leveraging technology to enhance auditor support. When not focusing on the future of auditing, he enjoys playing sports and exploring the outdoors with his wife and two daughters.
Speaker: Jason Fox, CIOP, is an experienced insurance operations and premium audit professional with a strong background in leadership, operational strategy, and process improvement. In his role with CopperPoint Insurance Companies, he focuses on driving operational excellence, supporting audit initiatives, and advancing industry best practices. Jason is recognized for his collaborative leadership style and commitment to innovation within the insurance and premium audit industry.
Speaker: Danielle R. Pennison, MBA, is a senior insurance operations and underwriting executive with more than two decades of experience leading enterprise transformation across global carriers and MGA/MGU platforms. As Senior Vice President of Underwriting Program Operations Casualty at DUAL North America, she is recognized for strengthening underwriting governance, elevating regulatory compliance, and driving measurable financial impact through data‑driven strategy, M&A integration, and operational excellence. Danielle serves on multiple industry boards focused on premium fraud, audit education, and regulatory advancement, and is widely regarded as a leader in building high‑performing, future‑ready organizations.
Speaker: Richard (Rick) Pope is a Premium Audit Manager for Team Hutch. He brings decades of experience in premium auditing and broader property and casualty insurance operations, including claims and underwriting. Since beginning his career in the mid-1970s, Rick has developed deep expertise in premium audit, claims management, underwriting, loss control, and systems development. Throughout his career, Richard has held numerous leadership and advisory roles within the insurance industry, contributing to operational improvements, audit quality, and business development initiatives. He has been actively involved in professional organizations such as the National Society of Insurance Premium Auditors (NSIPA) and regional audit associations, frequently serving as a speaker, presenter, and industry contributor. In recognition of his impact on the profession, Richard is a recipient of NSIPA’s Lifetime Achievement Award as well as the Betty Gerdes Distinguished Service Award. He served as First Vice President of NSIPA’s Board from 2009 to 2010 and as Southwest Regional Vice President from 2011 to 2016. Known for his practical insight and commitment to excellence, Richard continues to support insurers and organizations through his expertise in premium audit and risk evaluation.
11:10 am – General Session
ISO’s GL Classification Revisions: What to Know
Kevin Steger, Verisk/PAAS
Description: This session will focus on the classification changes included as part of ISO’s General Liability filing with a proposed effective date of 4/1/27. This will include a high-level overview of the volume of new classifications, retired classifications, and existing classifications with significant and minor revisions. In addition, this session will describe various class code changes impacting a variety of classifications in a similar way, as well as specific classification changes. Gain guidance on steps that carriers can take now to smooth the implementation for clients and internal staff.
Speaker: Kevin Steger is the Technical Manager – Workers’ Compensation at Premium Audit Advisory Service (PAAS). He has 24 years of experience working with insurance industry stakeholders to better understand how to classify and calculate workers’ compensation and general liability exposure.
1:30 pm - General Session
What is Combined Ratio?
Wayne Lakanen, Amerisure Insurance
Description: This session will discuss terms, acronyms, and jargon used in financial reporting to help your understanding while reviewing your company’s financials. We will also discuss how premium audit directly affects different areas of the financials.
Speaker: Wayne Lakanen is the ‘Director of Premium Audit & Billing’ for United Fire Group. He has over 23 years of experience in Premium Audit, with a passion for building relationships with his insureds and agents. He has a Bachelor of Economics degree from the University of Michigan, and earned his ‘APA’, ‘AIAF’, and ‘CPCU’ designations through the Institutes. A fun fact about Wayne is he went ‘from the couch’ to running his first half-marathon in October 2025, and plans on running a couple more ‘halfs’ in 2026.
2:50 pm - General Session
Auditing NY Policies: They Are Just Different!
John Dennis, AmTrust Financial Services, Inc.
Description: This program will address NY specific rules and classifications as well as special programs involving the construction industry. What is the difference in the classification concept in NY VS NCCI states? When can an executive officer be excluded? How to treat an executive officer who engages in non-administrative duties. What are the requirements for code 7380? When 7380 does not apply to an employee operating a vehicle. How to classify clerical office employees who engage in duties associated with operations whose phraseology includes clerical and those that don’t include clerical in the phraseology. What is the difference in the classification concept in NY and NCCI states? What is the NY Commercial Construction Limitation program? Why is it important for auditors to understand the NYCCLP?
Speaker: John Dennis is a dedicated premium audit professional with nearly four decades of experience in the insurance industry. As Director of Premium Audit at AmTrust Financial Services, he is recognized for his expertise in premium auditing, leadership, and auditor development. Throughout his career, John has served as a manager, trainer, and mentor, helping to guide and educate premium audit professionals across the industry.
