Insurance Technology Summit 2007
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Preparing for... Generation Next
Michael Hicks
Vice President, U.S. Wealth Management Operations
Hartford Life

Michael Hicks is vice president, U.S. Wealth Management for Hartford Life in Simsbury, Connecticut. Since joining Hartford Life in 2003, Michael's responsibilities have included strategic planning, individual annuity service, and government retirement plans service. Michael currently has responsibility for Hartford Life's retirement income and institutional investments service organizations.

Prior to joining Hartford Life, Michael spent two years at Phoenix Wealth Management in Hartford, Connecticut, where he served as vice president of life and annuity information technology. Before that, Michael was with Lincoln National Life in Fort Wayne, Indiana for twelve years, with his final three years in the role of vice president and chief information officer for Lincoln's Annuity and Retirement Plans businesses.

For fourteen years, Michael has been an active participant and leader in annuity industry organizations. Michael currently chairs the steering committee which governs the strategic alliance between the SIFMA (Securities Industry and Financial Markets Association) and NAVA (National Association for Variable Annuities) industry organizations. Michael is also a member of DTCC's (Depository Trust and Clearing Corporation) Senior Advisory Board for the DTCC Insurance Processing Service.
Todd Masonis
Co-founder and VP of Products

Todd Masonis is a co-founder and Vice President of Products for Plaxo. He is Plaxo's lead user interface designer and Windows programmer. Plaxo is the third company Todd has founded. Previously, he co-founded netElement and Natient Technologies. Todd also served as a systems developer with e-steam, Inc. Todd received a Bachelor of Science in Symbolic Systems with a concentration in Computational Linguistics from Stanford University.
Greg Matthews
Director of Consumer Innovation

Greg Matthews is Director of Consumer Innovations at Humana. In this role, Greg is taking a broad view of consumer health to create new products, programs and services. During his tenure at Humana, he has had responsibility for start-up operations of joint venture companies like Green Ribbon Health and Sensei, and in Humana’s first European subsidiary in London. Additionally, Greg has conducted ethnographic research into business opportunities in developing markets, and has been a member of the Institute for the Future’s Health Horizons forum.

Prior to joining Humana, Greg spent his career in technology-oriented consulting firms. At Accenture, Greg worked in the Financial Services and Technology lines of business both in Chicago and in Frankfurt, Germany. Later, Greg was Vice President and Chief People Officer at Chicago-based Braun Consulting (now a division of Fair Isaac). Greg lives with his wife and two daughters in Louisville, Kentucky.
Scott McKay
CIO and SVP, Operations & Technology
Genworth Financial

As Genworth Financial's CIO and Senior Vice President, Scott is responsible for Genworth's Operations, Technology and Quality.

Since 1993, Scott has been a key player helping build Genworth Financial by participating in technology programs, acquisition integrations, sourcing and globalization initiatives, and Genworth's recent IPO. While Scott served as Chief Technology Strategist, he played a lead role in the GENIUS® automated underwriting and issue program.

Prior to 1993, Scott spent 10 years consulting in the Insurance and Financial Services industries working with technology, marketing and product development. He obtained a Bachelor of Science in Computer Science from West Chester University of Pennsylvania.
Robert J. Reynolds
Director, Life Product Management
Minnesota Life Insurance Company

Bob began his career at Minnesota Life in 1988 in Individual Actuarial as an actuarial student in life product development and pricing. He then was appointed as the product line's Illustration Actuary. He also worked as the Reinsurance Actuary where he managed reinsurance and relationships with reinsurers. He also spent over two years on the sales side as the Director of Life Marketing and Product Support. Today, Bob is Director of Life Product Management.

Bob graduated from Montana State University-Billings in 1988 with a Bachelor of Science degree in Applied Mathematics. He earned a Fellowship in the Society of Actuaries (FSA) and attained his General Securities registration (Series 7), General Securities Principal registration (series 24), and RFC (Registered Financial Consultant) designation.

Bob lives in Hudson, Wisconsin, with his wife Angi, daughter Emmie, and son Max. He enjoys fishing, woodworking, home improvement, and running.
Jeff Silver
Director of Marketing
Unitrin Direct Auto Insurance

Jeff Silver is responsible for all online marketing channels and strategic partnerships. He has grown the policyholder base at Unitrin Direct through organic optimization, paid search, and by developing new relationships with various online properties.

Prior to joining Unitrin Direct, Silver managed key partnerships, including several auto insurance carriers, at the online direct-to-consumer lending division at Capital One Auto Finance. He earned his B.S. in Cognitive Science at the University of California, San Diego and his M.B.A. from University of California, Irvine. Silver is a nationally recognized home brewer.
Deborah M. Smallwood
Chief Transformation Officer
ICW Group

Deb is currently the Chief Transformation Officer at Insurance Company of the West (ICW Group)- a regional P&C carrier located in San Diego. She is a nationally acknowledged expert in the field of insurance company transformation with a focus on Business & IT Alignment, P&C solutions and integrations and SOA concepts and frameworks.

ICW Group's vision, business strategies and the true possibilities for transformation are so compelling, that Deb elected to leave her successful practice and position as Managing Director of Insurance & Applied Research Practices at TowerGroup and the world of consulting to join ICW Group.

Today, she is responsible for the day-to-day operations of IT organization and to integrate the corporate business strategies into the Business/IT roadmap. As a "Change Agent", Deb will work closely with each line of business and drive the evolution of our technology environment - application, data and infrastructure. The objective is simple; deliver as much IT functionality to the business operations as possible in the least amount of time. Deb will also drive the transformation of the IT - from people, process and technology including the reorganization and retooling that is necessary to tackle the strategic initiatives and bring the IT organization to the next level of maturity.

Before joining ICW Group, Deb was the Managing Director of TowerGroup's Insurance Research & Consulting Practice. Prior to TowerGroup, Deb was a partner at KPMG LLP, where she launched an IT consulting practice specializing in the assessment and management of IT risks for the insurance industry. Prior to KPMG, Deb began her career in Liberty Mutual's IT organization where she was responsible for IT strategy, application development, systems integration, and legacy migration/replacement for commercial lines.

Deb has contributed and authored articles to several leading Insurance and Technology trade journals and has been a key note speaker at leading conference such as ACORD/LOMA Forum, NAMIC, ISOTECH, and IASA. She graduated cum laude from the University of New Hampshire with a B.S. in business administration.

On a personal side, Deb's been married to Mark for 29 years and has two lovely daughters - Rebecca & Sarah.
David West
Research Area Director, Insurance
TowerGroup, Inc.

David West is the Research Area Director for TowerGroup's Insurance Practice. This group focuses on technology trends and strategies in the Life, Annuity and Property/Casualty sectors.

David has over 20 years of insurance industry experience. Before joining TowerGroup in 2007, he was the Global Marketing Manager for Insurance at SAS Institute Inc., a market-leading business intelligence & analytics software vendor. During nearly ten years with SAS, he also held the position of Systems Engineer Manager for US Financial Services and spent four years as a Systems Engineer. Before joining SAS, he spent thirteen years with The Prudential Insurance Company of America. Three of those years were spent as a systems manager in Prudential HealthCare's IT department where he managed a team of programmers and analysts. Prior to this, he spent ten years in P&C underwriting in a variety of capacities. This unique background has placed David on both sides of the IT glass wall and on both sides of the negotiating table.

Quoted frequently by publications such as Insurance & Technology, Insurance Networking News, Canadian Insurance, National Underwriter, David has been a featured speaker at numerous industry conferences in Europe and North America and has worked with hundreds of insurers around the world.

David has a B.A. degree in Psychology from Davidson College
Katherine Burger
Editorial Director
Insurance & Technology

Katherine Burger is Editorial Director of Insurance & Technology and Bank Systems & Technology, members of CMP Technology's Financial Technology Group. She has led Insurance & Technology since 1991, and assumed leadership of Bank Systems & Technology in 2003.

At Insurance & Technology, in addition to directing the editorial strategy, Kathy has been directly involved in the development of new products, supplements and publications on topics including standards, e-commerce, budgets/ROI, globalization, security, convergence, CRM, standards, privacy, outsourcing, health insurance, and financial management. She also oversees Insurance & Technology News, I&T's e-mail newsletter, and I&T's Web site ( and related online offerings.

Kathy is a frequent speaker/participant at industry/association-sponsored conferences and events, both online and face-to-face, including IASA, ACORD, ACLI, IVANS and Insurance Services Office (ISO). She is a member of the IASA Interpreter Steering Committee.
Nathan Conz
Associate Editor
Insurance & Technology

Nathan Conz is Associate Editor of Insurance & Technology, a member of the Business Technology Group of CMP Technology. He joined the publication in February 2007.

Nathan writes content for Insurance & Technology's magazine, newsletter and blog and hosts both audio and video podcasts.

Before joining Insurance & Technology, Nathan was a reporter for the Hartford Advocate, where he covered local politics, local college news, technology trends and sports. Nathan holds a Bachelor of Science degree in magazine journalism from Syracuse University's S.I. Newhouse School of Public Communications.
Anthony O'Donnell
Senior Editor
Insurance & Technology

Anthony O'Donnell has covered technology in the insurance industry since 2000, when he joined the editorial staff of Insurance & Technology. As an editor and reporter for I&T and the InformationWeek Media Network he has written on all areas of information technology in the property/casualty, life and health insurance industries, following the trends and issues faced by senior technology executives. In addition to reporting and editorial duties for I&T, O'Donnell also serves as a moderator and speaker at industry events and broadcasts. He began his editorial career in the healthcare industry where he reported and edited for medical publications with a variety of audiences, from the general public to physicians and researchers. He has also worked in the healthcare field as a media relations professional and Spanish/English interpreter/translator, and has taught English composition and conversation classes to native speakers of Spanish, both in the United States and in Latin America. O'Donnell lives in the Portland, Oregon area with his wife and two sons.

Speakers and panelists at the Executive Summit consist of insurance technology leaders with insights and expertise in the areas of IT innovation and competitive differentiation. Speakers will be primarily senior-level insurance/financial services executives.

We welcome your suggestions for speakers at the Executive Summit. If you would like to suggest yourself or someone else as a potential speaker, please e-mail the following information to Kathy Burger, Editorial Director, Insurance & Technology,
  • Name/Title/Company
  • Phone number/E-mail address
  • Indicate which session is most appropriate for this speaker (please visit the program/agenda page of this site).
  • Describe your expertise as it relates to this topic.
  • If you are a technology vendor (or represent a vendor), describe which of your insurance industry clients could speak about their success using your products

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

The Phoenician, Scottsdale, Arizona Nov. 4-7, 2007
All requests for invitations are reviewed and granted at the sole discretion of Insurance & Technology.  

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