- Board of directors, Insurance Regulators Education Foundation (IREF)
- Member, Insurance Regulators Education Foundation Education Committee (IREF)
- Board of directors, Insurance Regulatory Examiners Society (IRES) Foundation
- Sustaining member
- Education Committee
- Agenda Committee
- Member, Association of Life Insurance Counsel
- Member, American Bar Association Tort Trial and Insurance Practice Section (TIPS)
- Insurance Regulation Committee
- Affiliate member, Compliance and Ethics Forum for Life Insurers (CEFLI)
- Member, International Association of Insurance Receivers (IAIR)
- Education Committee
- Member, INSOL International
- Member, AIDA Reinsurance and Insurance Arbitration Society (ARIAS)
- Former member, AIRROC Publications and Marketing Committees
- Former member, Lex Mundi Insurance and Reinsurance Committee
- Former member, NAIC Receiver’s Handbook and Model Act Revisions Working Groups
- Former member, National Association of Managed Care Regulators
- Former member, Interstate Insurance Receivership Commission – Law Advisory Committee
- Former senior counsel, Office of the Special Deputy Receiver, representing Illinois director of insurance as the statutory receiver of insolvent insurers
Education
- Chicago-Kent College of Law at Illinois Institute of Technology, J.D.
- Miami University, B.A.
Bar Admissions
- Illinois
- Speaker, “Managing AI Risk,” 2025 CCIA Annual Meeting, April 29, 2025.
- Speaker, “Law and (Consent) Order Update: Key Litigation and Regulatory Trends,” Global Insurance Symposium, April 16, 2025.
- Speaker, “Emerging Risks – Friend or Foe?” International Association of Insurance Receivers (IAIR) 2025 Insurance Resolution Workshop, February 26-28, 2025.
- Speaker, “Best Practices for Financial Examinations,” 2024 Insurance Forum, October 30, 2024.
- Moderator, “Regulatory Focus: State Insurance Department Examination Insights,” CEFLI Annual Conference, September 22-24, 2024.
- Moderator, “Algorithmic Accountability and Artificial Intelligence,” ACLI Compliance and Legal Sections Annual Meeting, July 23, 2024.
- Speaker, “Life and Annuity: Hot Topics and Compliance Trends,” Insurance Regulatory Examiners Society: 2024 Career Development Seminar, July 21-23, 2024.
- Speaker, “Artificial Intelligence Overview,” AICP 2024 South Central Professional Development Day, July 19, 2024.
- Speaker, “Artificial Intelligence Regulations for InsurTechs,” Locke Lord InsurTech Academy, June 12, 2024.
- Speaker, Artificial Intelligence Regulation in the Insurance Industry,” 2024 Life and Health Compliance Association Meeting, May 9, 2024.
- Speaker, “Big Data/AI – All the Buzz,” IRES Foundation: National School on Market Regulation, April 21-23, 2024.
- Speaker, “Survey Insights Webinar,” Ethical AI in Insurance Consortium, March 12, 2024.
- Speaker, “2023 Year in Review and 2024 Trends: AI in the Insurance Industry,” Locke Lord Webinar, February 7, 2024.
- Speaker, “Artificial Intelligence in the Insurance Industry,” 2023 Insurance Forum, November 2, 2023.
- Speaker, “Update on Climate – It’s More Than Just a Dark and Stormy Night,” AICP 2023 Annual Conference, October 29-November 1, 2023.
- Speaker, “Regulatory Focus: State Insurance Department Examination Insights,” CEFLI Annual Conference, September 10-13, 2023.
- Speaker, “Emerging AI Challenges Facing Life Insurers,” Compliance and Ethics Forum for Life Insurers (CEFLI), July 12 2023.
- Speaker, “Claims Fraud – How to Prevent, Detect, and Investigate,” IRES Foundation: National School on Market Regulation, April 16-18, 2023.
- Speaker, “Environmental, Social and Governance (ESG): A New Landscape for Corporate Responsibility,” CEFLI Annual Conference, November 13-15, 2022.
- Speaker, “Life Insurance/Annuity Hot Topics,” IRES 2022 Career Development Seminar, August 28-31, 2022.
- Speaker, “Chief Compliance Officer Liability Framework,” ACLI Compliance and Legal Sections Annual Meeting, July 22, 2022.
- Moderator, “Hot Topics in Property and Casualty Insurance,” IRES Foundation School on Regulation, April 24-26, 2022.
- Moderator, “Insurance Regulatory Updates,” 2021 Insurance Forum, November 11, 2021.
- Speaker, “Hot Topics and Insurance Regulatory Trends in 2021,” NAIC Spring Meeting, April 21, 2021.
- Guest Lecturer, “Insurance Solvency Course,” Insurance Law Center, University of Connecticut School of Law, March 4, 2021.
- Co-author, “Artificial Intelligence State Insurance Regulation: A Year in Review,” Locke Lord QuickStudy, December 18, 2024.
- Author, “NY DFS Issues an Industry Letter Regarding AI Cyber Guidance,” Locke Lord, October 17, 2024.
- Author, “Iowa Insurance Division Releases Proposed AI Bulletin for Comment ,” Locke Lord, October 15, 2024.
- Co-author, “West Virginia Issued Bulletin No. 24-06 RE: Artificial Intelligence,” Locke Lord, August 12, 2024.
- Co-author, “Michigan Issued Bulletin 2024-20-INS RE: Use of AIS in Insurers,” Locke Lord, August 7, 2024.
- Co-author, “Arkansas Issued Bulletin 13-20204 RE: Use of AIS In Insurance, Locke Lord, August 5, 2024.
- Co-author, “Virginia Issued Administrative Letter 2024-01 RE: Use of AIS,” Locke Lord, July 25, 2024.
- Author, “New York DFS Issues Circular Letter No. 7 RE: Use of AIS and ECDIS in Insurance Underwriting and Pricing,” Locke Lord QuickStudy, July 12, 2024.
- Co-author, “PHL Variable Insurance Company in Rehabilitation At A Glance,” Locke Lord QuickStudy, June 25, 2024.
- Co-author, “Nebraska Adopts AI Guidance,” Locke Lord, June 24, 2024.
- Co-author, “DC Adopts Bulletin 24-IB-002-05/21 on the Use of Artificial Intelligence Systems in Insurance,” Locke Lord, May 23, 2024.
- Co-author, “Washington Issues Technical Assistance Advisory 2024-02 Regarding the Use of AI in Insurance,” Locke Lord, April 23, 2024.
- Co-author, “Maryland Issues Bulletin No. 24-11 on the Use of AI in Insurance,” Locke Lord, April 22, 2024.
- Co-author, “Kentucky Issues Bulletin 2024-02 on the Use of AI in Insurance,” Locke Lord, April 18, 2024.
- Author, “Illinois Appoints New Insurance Director,” Locke Lord, April 9, 2024.
- Co-author, “Pennsylvania Adopts NAIC Model Bulletin on the Use of Artificial Intelligence by Insurers,” Locke Lord, April 8, 2024.
- Author, “Colorado Division of Insurance Holds Second Health Insurance Stakeholder Meeting for Implementing AI Requirements,” Locke Lord, April 2, 2024.
- Co-author, “NAIC Model Bulletin on the Use of AI Systems by Insurers Adopted in Eight States,” Locke Lord, March 27, 2024.
- Author, “Alaska Is First State to Adopt the NAIC AI Model Bulletin by Issuing Bulletin B 24-01 Governing Licensed Insurers’ Use of AI,” Locke Lord QuickStudy, February 5, 2024.
- Author, “NY DFS Jumps on the AI Bandwagon by Issuing Proposed Guidance to New York Licensed Insurers Relating to Underwriting,” Locke Lord QuickStudy, January 22, 2024.
- Author, “Artificial Intelligence Regulation in the Insurance Industry – 2023 a Year in Review,” Locke Lord QuickStudy, December 27, 2023.
- Author, “Colorado Exposes Draft Life Insurance AI Data Testing Regulations for Unfair Discrimination,” Locke Lord QuickStudy, October 9, 2023.
- Author, “Colorado Insurance Division Adopts Proposed Algorithm and Predictive Model Governance Regulation,” Locke Lord QuickStudy, September 22, 2023.
- Author, “Insurance Regulators Continue to Grapple With the Rapid Development and Use of Artificial Intelligence,” Locke Lord QuickStudy, August 16, 2023.
- Author, “What’s In The NAIC’s Draft AI Bulletin,” Law360, August 8, 2023.
- Author, “NAIC Exposes Draft Artificial Intelligence Model Bulletin,” Locke Lord QuickStudy, July 18, 2023.
- Author, “Artificial Intelligence: The Expansion of Growth Opportunities for Health Insurers and Related Regulatory Hurdles,” Locke Lord QuickStudy, July 10, 2023.
- Author, “Grappling With Increased Insurance Regulatory Scrutiny of Pharmacy Benefit Managers,” Locke Lord QuickStudy, July 6, 2023.
- Author, “Illinois Establishes a New State-Based Health Insurance Exchange Marketplace and New Health Insurance Rate Regulation,” Locke Lord QuickStudy, June 28, 2023.
- Author, “Protecting Parties’ Rights Under Qualified Financial Contracts and Netting Agreements When an Insurer Goes Into Receivership,” Pratt’s Journal of Bankruptcy Law, June 2023.
- Co-author, “Potential Impact of the Silicon Valley Bank Insolvency on the Insurance Industry,” Locke Lord QuickStudy. March 15, 2023.
- Co-author, “Protecting the Parties’ Rights Under Qualified Financial Contracts and Netting Agreements When an Insurer Goes Into Receivership,” Locke Lord QuickStudy, February 27, 2023.
- Co-author, “Supreme Court Rules 8-1 That Government Must Pay Health Insurers Under ACA Risk Corridor Program,” Locke Lord QuickStudy, April 27, 2020.
- Author, “Take Aways From The NAIC Special Session On COVID-19 (Public Portion),” Locke Lord QuickStudy, March 20, 2020.
- Quoted, “Fed. AI Moratorium Proposal May Undo State Insurance Regs,” Law360, June 18, 2025.
- Quoted, “Colorado Puts Annuity Data Regulation in Play,” ALM Think Advisor, October 2, 2023.
- Quoted, “Insurance Regulators’ Focus on Vendor Management, Suitability and Diversity,” ALM Think Advisor, April 22, 2021.