PUBLIC SCHOOL RISK INSTITUTE - Key Persons

Job Titles:

• Executive

Job Titles:

• Member of the Board

Dave George is responsible for the overall risk program including risk financing, loss control, claims management and insurance placements for San Francisco Unified School District. Employee benefits are also coordinated and overseen by Risk Management. The District is introducing Enterprise Risk Management under Dave's leadership. Prior to his beginning service with San Francisco Unified School District, Dave worked for twelve years in claims management, loss control and risk management for public entities, primarily with Joint Powers Authorities in California. He has worked with San Francisco Unified over the past 4 years, as a dedicated resource through Arthur J. Gallagher. Dave has been a speaker at the PRIMA National Annual Conference and his writing has been published in Public Risk Magazine. Dave received the ARM-P designation in 2005

Job Titles:

• Director, Risk Management, Clark County School District

David Massey manages the risk management department of the fifth largest K-12 public school district in the nation with over 315,000 students that employs over 40,000 employees. District assets include $8.04 billion in property values, 1,600 buses, and 1,600 other vehicles. Insurance placement of the district's insurance programs are handled in-house. The district is largely self-insured and the department handles internally approximately 3,400 self-insured worker's compensation and liability claims annually. In July 2007 the department's mission was changed the school board when its responsibilities were expanded to include safety and loss prevention across the district. In September 2005, the Board of Trustees appointed David as Director. For over 25 years, David held a number of mid-level management underwriting and loss prevention positions for large insurance companies, such as CNA, Continental, Industrial Risk Insurer's, AIU, CGU, and worked on domestic and foreign insurance programs. David was also the Risk Manager and Safety Director for a construction company for a number of years. David served for over eight years as a licensed engineering officer in the British Royal Fleet Auxiliary Service and the Royal Naval Reserve. He then immigrated from England to the United States of America in 1976 starting his insurance career with Hartford Steam Boiler Inspection & Insurance Company as a boiler inspector.

Job Titles:

• Member of the Board
• Secretary
• Secretary of the Board
• Director of Finance for the Minnesota School Boards Association Insurance Trust

Denise Drill is the Director of Finance for the Minnesota School Boards Association Insurance Trust. Additional biographical information for Denise will be available shortly. She can be reached at ddrill@mnmsba.org.

Job Titles:

• Member of the Board
• President
• President of the Board

Jack Lance began representing Rockdale County Schools in Atlanta, Georgia in 1982 and was appointed full-time General Counsel on July 1, 2001. He serves as a hearing officer for other metro Atlanta school districts in teacher discipline hearings and regularly consults and advises school board a... Selected by his national peers, Jack serves on the Board of Directors of the National School Boards Association Council of School Attorneys. Consisting of approximately 3,000 school attorneys, the Council of School Attorneys is nationally recognized as the leading educator and authority of school law. He has taught trial advocacy and/or negotiations at the University of Georgia School of law, Emory University School of Law, Mercer University School of Law and University of North Carolina School of Law. Jack has conducted post graduate studies in law at Harvard University School of Law, Georgetown University School of Law, Northwestern University School of Law, The Aspen Institute, Aspen, Colorado. Jack has lectured or written about U.S. Supreme Court Decisions Affecting Public Schools, School District Retirement Plans, Ethics for School Board Attorneys, School Law: An Introductory Class for Teachers and Administrators, Lessons Learned: A Series of Current School Related Cases. He received training for conducting mediation in special education. After admission to the Georgia bar, Jack owned and operated his own civil law practice for twenty years. Prior to law school, Jack worked as a full-time college administrator.

Job Titles:

• Member of the Board
• CPCU - Treasurer
• Executive Director of the New York Schools Insurance Reciprocal

Joseph Goncalves is the Executive Director of the New York Schools Insurance Reciprocal. Joe supervises the contract organizations that provide services to the Reciprocal and directs the communications, regulatory and strategic planning activities for the Board of Directors. NYSIR has 336 subscribers, approximately $75 mm surplus and is rated "A" by the A.M. Best Company. In April, 2002, The Board of NYSIR selected Joe to become Executive Director. Prior to this, Joe was the President of the NYSIR service division of Wright Risk Management , a consulting company on Long Island specializing in the public sector. He was involved as a member of the start up team that formed NYSIR in 1989 and served as its first underwriting manager for the company. Joe joined Wright Risk Management in 1984. Joe began his insurance career in 1979 with INA as a package underwriter and remained there until 1983. He became a Captive Underwriter for AFIA, dealing with multi-national large property captives ( including Firestone, 3M, Ford, GM, etc.). Joe received the CPCU designation in 1984 and has has taught various CPCU courses and served as member of the CPCU grading panel.

Job Titles:

• Member of the Board
• Chief Financial Officer, Francis Howell School District
• District As Its Chief Financial Officer

Kevin Supple is responsible for the development and management of the Francis Howell School District's $161 million operating budget. In his role as CFO, Mr. Supple works with members of the Finance Department team to oversee payroll operations and employee benefits administration for the District's 2,300 employees, as well as manage the District's contracted food service and transportation operations and in-house facilities department. Kevin joined the District as its Chief Financial Officer in January 2005. He served for three years as Chief Financial Officer for the Ladue School District immediately prior to coming to FHSD and has over 25 years of school district experience. Kevin was named the 2007 School Business Official of the Year by the Missouri Association of School Business Officials (MoASBO). He is a past MoASBO Board member, and currently chairs the Risk Management Committee for the Association of School Business Officials, International. He is a frequent lecturer at the local, state and national level on various topics related to school business operations, and is a contributing author to the recently published "Missouri School Administrators Handbook." YEARS OF INSURANCE & PUBLIC ENTITY EXPERIENCE 25+ EDUCATION B.A., Psychology, Washington University MBA, Fontbonne University. Registered School Business Administrator(RSBA), Association of School Business Officials, International. The RSBA designation is conferred upon individuals who have demonstrated their expertise in the school business administration field through training, experience and professional activities.

Job Titles:

• Member of the Advisor to Executive Director and Board

Lee Gaby served as Executive Director of the Public School Risk Institute from September 2008- June 2012 He formed Association Risk Management in 2006 and provided independent risk consulting and management advisory services. He served as Director, Finance and Risk Management for the Georgia School Boards Association from 1993-2006. During this time, he guided the development and administration of two self-insurance groups and a facility lease-purchase program. Lee served twice as the chair of a group of school board association risk management officers from approximately twenty states. In 1990, he founded Oglethorpe Management Services and was responsible for advising two national brokers on matters involving public entities, managing a non-profit safety group serving Georgia local governments, setting up a managing underwriting agency for local governments and leading a team that launched the Georgia School Boards Association (GSBA) Workers' Compensation Fund in 1993. From 1984-1990 he served as President of Southeastern Special Risk Services and also headed its division, Public School Underwriters. From 1980-1984, he was responsible for the underwriting and marketing activities of the Georgia Municipal Association's sponsored property and liability insurance plan with Public Risk Managers. Lee began his public entity career in 1978 with the GMA. YEARS OF INSURANCE & PUBLIC ENTITY EXPERIENCE 32 EDUCATION BBA, Management, University of Georgia

Job Titles:

• Secretary
• Secretary of the Former Board

Mark McKinney manages the operations and professional staff who deliver liability, workers' compensation and property risk financing, claims management and loss prevention services to Florida school districts. The total insured values of the group is approximately $5 billion. Prior to becoming Director in 2002, Mr. McKinney served as the Property/Casualty Claims Manager for the South Carolina School Boards Insurance Trust in Columbia, S.C. whose members number 62 School Districts. Mark has nineteen years experience in the insurance industry and is well versed in all types of insurance. He is experienced in claims adjustment, claims management, and loss control consulting, and is skilled with institutional, municipal, commercial and personal accounts. Mark is proficient in evaluating needs and developing and implementing procedures to accomplish goals and objectives. He is fluent in sign language.

Job Titles:

• Chairman of the Board

Michael Florio manages a risk management department that coordinates the defense of all claims arising out of the operation of a school district of more than 100,000 students, 16,000 employees, 1,100 buses and 400 service vehicles and defines, negotiates and places all coverages including Liability, Workers Comp and $2.2 Billion in Property. He chairs internal Level One Ethics / Employment Hearings, preps employees and witnesses for statements, depositions, or trials.

Job Titles:

• Member of the Board
• Director, Business Development and Public Affairs, SchoolDude, Cary, NC

Nick is an entrepreneurial and collaborative strategic marketing & public affairs professional. He manages a diverse strategic growth initiatives portfolio, including business development, partner relations, multi-account acquisitions, government & regulatory affairs, procurement and M&A. Prior to SchoolDude, Nick served as the Vice President for Public Affairs and Executive Engagement at the North Carolina Technology Association. He also served as Senior Vice President and Communications Director for a nationally-recognized government affairs, public opinion and strategic communications firm in Arlington, Virginia, working for various Fortune 100 clients, including: American Express, AT&T, Boeing, Federal Express, Hospital Corporation of America, Merrill Lynch, and Exxon Mobil. Nick holds a Bachelor's degree in Political Science from North Carolina State University and a Master's degree in Government from Johns Hopkins University.

Job Titles:

• Executive Director
• Executive Leadership

Ron began serving as Executive Director of the Public School Risk Institute in July of 2012. His risk management experience and knowledge in Public Risk Management spans more than 30 years, including 12 years as the Director of Risk Management Services for Durham Public Schools, and 17 years with the University of North Carolina-Chapel Hill as Risk and Safety Manager. While employed at UNC, Ron received several recognitions including an award for Innovation in Risk Management and Occupational Safety and Health. He has extensive experience in assisting public schools and other entities in reducing and mitigating operational business losses. During his risk management and safety carrier, Ron was instrumental in developing and implementing risk management methodologies that decreased overall operational expenditures at the federal, state and local government levels. Ron is President and founder of a risk management consultant firm that provides independent consulting and management advisory services to public schools and insurance brokers. He has served on several risk management boards and advisory groups, including NC Public School Risk Management Academy and the NC Public Risk Management Association. Years of Public Risk Management and Safety Experience: 31 Education: B.S. Safety Engineering and Management Advance Studies in Enterprise Risk Management, Risk Assessment and Threats, Strategic Risk Development and Process Improvement.

Job Titles:

• Member of the Board
• President, School Boards Insurance Company of Pennsylvania

Roy Jacobs represents the Pennsylvania School Boards Association as Assistant Executive Director of Insurance Services, and serves as Chief Executive Officer for School Claims Service, LLC, and President, School Boards Insurance Company of Pennsylvania, Inc. A native of western Pennsylvania, Roy has twenty years experience in the insurance and risk management fields and brings a broad financial background, including a graduate degree in finance.

Job Titles:

• Member of the Board
• Member of the Board of Directors for the Risk and Insurance Management Society
• Member of the Public Risk and Insurance Management Association
• Risk and Benefits Officer of the Office of Risk
• Risk Manager, Miami - Dade Schools

Scott Clark is the Risk and Benefits Officer of the Office of Risk and Benefits Management for the Miami-Dade County School Board, the fourth largest school system in the nation with over 50,000 employees and 340,000 students. He is responsible for the oversight of the District's Risk Management programs encompassing a budget with annual expenditures of approximately $500 million. Scott's 26-year career with the district includes management of its traditional risk operations including property, casualty, employee benefits and loss prevention programs, as well as the creation of an Enterprise Risk Management platform, protecting district assets, which exceed $8 billion and annual budgets of approximately $4 billion. Previous to his positions with Miami-Dade County Public Schools, Scott was employed in the insurance industry in fields including claims administration, underwriting, marketing, and the creation of self-insured programs. Scott is currently a member of the Board of Directors for The Risk and Insurance Management Society (RIMS), where he served as President of the Society for 2011. In addition to serving as Immediate Past President, Scott is serving as Chair of the Board of Trustees for RIMS Political Action Committee Risk Pac. He has served on the RIMS Board of Directors since 2000, previously serving as Secretary/Treasurer, Board Liaison to the Conference Programming Committee, Audit Committee, and Chapter and Membership Services Committee. Over his 20+ years of involvement, in RIMS, he has also served on the Health and Safety Committee and was instrumental in the creation of the Greater Miami Chapter where he has served as President on three occasions. Additionally, he has participated for many years on the Florida RIMS Conference Committee, which directs the annual Florida Joint Chapters Conference, serving as Conference Chair in 1997, 2004 and 2010. He has spoken at many national conferences, including four national RIMS conferences. Recognition includes: 2007 Business Insurance Risk Manager of the Year Honor Roll, 2010 Risk & Insurance Magazine's Risk Innovator Award, Florida Educational Risk Management Association (FERMA) Lifetime Achievement Award and Hall of Fame Award. Scott is an active member of the Public Risk and Insurance Management Association (PRIMA), the State and Local Government Benefits Association (SALGBA), past president and active member of the FERMA, State of Florida Workers' Compensation Advisory Board, Miami-Dade County Compensation & Benefits Review Committee, other statewide task forces, and audit member of the Council of Great City Schools in areas of Human Resources and Risk Management. EDUCATION AIA

Job Titles:

• Member of the Board
• Director, Risk Management
• Risk Manager, Denver Public Schools

Stephen Finley became the Director, Risk Management, for the Denver Public Schools in October 1995. Mr. Finley is responsible for the liability and property insurance and the self-insured workers' compensation program for the second largest school district in Colorado. The district serves over 75,000 students with over 11,500 employees. He has the primary responsibility for the loss control programs, coordination of safety training, risk financing and exposure control and emergency response. Prior to this, Mr. Finley served for ten years as the risk manager for the City of Lakewood, Colorado. At Lakewood Mr. Finley set up and ran two self-financed programs for workers' compensation and, property and casualty. He also managed the employee benefits programs for health, dental, insurance and pension. Mr. Finley is the Past President of the Rocky Mountain RIMS Chapter. He is Past President of the Colorado PRIMA Chapter. He is a frequent speaker at local and national seminars and conferences on a variety of risk management issues. Mr. Finley is a contributing author for the textbook Risk Management for Public Entities, RMPE 352. Mr. Finley graduated from Westminster College, Fulton, MO. He received an MBA from the University of Portland. He is a Competent Toast Master (CTM). He holds the Associate in Risk Management (ARM) and Certified School Risk Manager (CSRM) designations.

Job Titles:

• Member of the Board
• Consultant, Risk Management in Public Schools

Wayne Smith is the former Assistant Executive Director for Insurance Services for the Pennsylvania School Boards Association. He was responsible for developing, implementing and maintaining a program of insurance and risk management services for the Association's member entities. Mr. Smith has more than 30 years experience in the insurance business, including nearly two decades with Marsh & McLennan of Pennsylvania where he held positions as casualty marketing manager and account executive. He has held similar positions for several other insurance firms throughout Pennsylvania. Mr. Smith earned a bachelor's degree in business administration from Grove City College.