Early reporting and active involvement by the institution and UE are essential for successful claims resolution. For the most efficient service, please submit new claims to firstname.lastname@example.org. Please include any available documentation, such as:
- Incident Report
- Notice of legal action or demand letter
- Press/media reports
Questions about claims reporting? Simply call (800) 346-7877 and select option 3.
Early reporting and active involvement by the institution and UE aressential for successful claims resolution. An institution that fails to meet the reporting responsibilities outlined in its insurance policy risks denial of coverage or loss of full benefits. Reporting considerations vary with the type of policy.
The Annual Meeting of Owners of United Educators (UE) Insurance, a Reciprocal Risk Retention Group, will be held on April 11, 2017 at 7700 Wisconsin Ave, Suite 500, Bethesda, MD 20814 at 4:20 p.m. Eastern Daylight Time.
If you plan to attend the Annual Meeting, please contact Jules Montgomery at 301-215-8471 or email@example.com.
Proxy voting forms were emailed to policy holders. View the full proxy statement.
Biographies for board members who have been nominated for election and for those continuing their term are provided below.
The following members are nominated for election in April 2017:
The following members have continuing terms:
Gregory D. Curtis joined the Board of Directors of United Educators in 2009, and is vice chair of the board and chair of the investment committee. He is the chairman and founder of Greycourt & Co. Inc., a wealth advisory firm serving substantial families and select endowments on a global basis. Prior to founding Greycourt, Curtis served for many years as president of a family office for the Mellon family and as president of the Laurel Foundation.
Curtis is the author of Family Capital: Working with Wealthy Families to Manage Their Money Across Generations (2016), The Stewardship of Wealth: Success Private Wealth Management for Investors and Their Advisors (2013), Creative Capital: Managing Private Wealth in a Complex World (2004), and numerous white papers on a variety of investment topics. Curtis writes a weekly investment blog that is available at GregoryDCurtis.com.
In addition to his advisory work, Curtis has served as a volunteer on several investment committees for family and institutional investors. He currently serves, or recently served, on the investment committees for Carnegie Mellon University, The Pittsburgh Foundation, St. John’s College, Waycrosse Inc., and Winchester Thurston School, among others. Curtis is also a co-founder of The Investment Fund for Foundations.
Curtis recently chaired the Board of Directors of the Pittsburgh Foundation (the community foundation for the Pittsburgh region); is a past chair of the Board of St. John's College and The Investment Fund for Foundations; and has chaired or served on the boards of many other investment, educational, and cultural organizations.
Curtis holds a BA from Dartmouth College, a JD from Harvard Law School, and is a graduate of The Endowment Institute at Harvard Business School. He also holds an honorary BA degree from St. John's College.
Patricia McGuire joined the United Educators' Board of Directors in 2008 and is chair of the governance committee. She has been president of Trinity Washington University since 1989. Prior to her role at Trinity, McGuire was the assistant dean for development and external affairs for Georgetown University Law Center, where she was also an adjunct professor of law. Earlier, she was project director for Georgetown's D.C. Street Law Project. She was also a legal affairs commentator for the award-winning CBS children's newsmagazine "30 Minutes" and the Fox Television program "Panorama" in Washington.
McGuire earned her BA degree cum laude from Trinity College and her law degree from the Georgetown University Law Center. She is currently a member of the boards of directors of the Greater Washington Board of Trade, the Washington Metropolitan Consortium of Universities, the Morris and Gwendolyn Cafritz Foundation, Catholic Charities of DC, the Ameritas Holding Company, and the D.C. College Success Foundation. She is a member of the Women’s Advisory Board for the Girl Scouts of the Nation’s Capital, and has served on special panels on governance for the American Red Cross and American Institute of Architects. In 2014, Secretary of Education Arne Duncan appointed her to the Advisory Committee on Student Financial Aid of the U.S. Department of Education. In 2000, McGuire was appointed by D.C. Mayor Anthony Williams and the D.C. Financial Control Board to a special term on the Education Advisory Committee overseeing the D.C. Public Schools. In June 1998, Treasury Secretary Robert Rubin appointed McGuire to serve as a member of the first citizens' advisory panel on coinage, the eight-member Dollar Coin Design Advisory Committee, which recommended the image of Sacagawea for the new dollar coin.
McGuire has received honorary degrees from Georgetown University, Liverpool Hope University, Howard University, Emmanuel College, Chatham University, the College of New Rochelle, and the College of St. Elizabeth. In 2016 she received the Hesburgh Award from the TIAA Institute and the American Council on Education. In 2015 she received the Carnegie Corporation Academic Leadership Award. In 2012, she received the Henry Paley Award from the National Association of Independent Colleges and Universities. Washingtonian magazine has named her among the "100 Most Powerful Women of Washington" and “150 Most Powerful People in Washington.” She has also received honors and awards from the Washington Business Journal, D.C. College Access Program, Gallaudet University, Georgetown University Law Center, and other civic and educational organizations. McGuire writes and speaks on a variety of topics concerning higher education, women, and Catholic education, and her articles have appeared in publications such as The Wall Street Journal, The Washington Post, The Baltimore Sun, Current Issues in Catholic Higher Education.
Scott H. Richland is the chief investment officer of the California Institute of Technology (Caltech) in Pasadena, CA. In that role, he manages Caltech’s $2.2 billion endowment and $575 million capital expenditure fund and oversees the insurance, risk management, and off-campus real estate programs. Richland serves as a member of the Caltech President’s Cabinet, the Institute Administrative Council, and the Retirement Plan Investment Oversight Committee. In addition, he has served on several senior-level search committees for Caltech, including recently acting as chair of the successful VP Administration and CFO search committee. In 2015, Sovereign Wealth Quarterly named Richland among the “Top 100 Most Significant and Impactful Asset Owners in the World.”
Richland served as an independent director and member of the audit and investment committees of American International Group’s (AIG) various life insurance companies from 2010 to 2016. From 2003 to 2009, he served as president of Andell Holdings, LLC, a private investment manager and family office for an ultra-high net worth family. While there he oversaw the family’s diverse global investment, business, personal, and philanthropic activities, including a portfolio of more than 50 investment managers. After purchasing the team, he served as vice chairman of Major League Soccer’s Chicago Fire and on the Board of Governors of Major League Soccer. In addition, he was a director of storage mobility, where he oversaw building the country’s largest independent franchisee and operator of PODS™ portable storage businesses. Richland was elected a Director of Sport Supply Group, Inc., a supplier of sports equipment to institutions.
Prior to Andell, Richland worked for 12 years at AIG and SunAmerica (acquired by AIG in 1999) where he served in various senior management positions (ultimately as executive vice president and managing director) in corporate finance, treasury, human resources, annuity service operations, high yield investments, and investment workouts and restructurings. Before AIG SunAmerica, he was director of corporate development for Norman Lear’s Act III Communications focusing on Lear’s television broadcasting assets and a senior account officer in Citicorp, North America’s leveraged buy-out financing group, where he worked with west coast-based private equity sponsors.
Richland earned his MBA from Stanford University where he was designated an Arjay Miller Scholar (top 10%) and selected as a graduate teaching assistant for first-year accounting. He received his BA degree cum laude in political science from UCLA, where he was selected as an undergraduate teaching assistant for several courses. He has been a guest lecturer at UCLA, Stanford, and Caltech; currently serves as treasurer, chair of the business and finance committee; and member of the investment committee of the Jewish Community Foundation of Los Angeles, a $1 billion community foundation. He recently completed a six-year term on the board of trustees of the Stanford Business School Trust. Richland lives in Pasadena with his wife, Cathleen.
Janice Menke Abraham joined UE as president and CEO in 1998. During her tenure, UE has become known as the premier risk management and liability insurance company serving educational institutions; more than 1,300 schools, colleges, and universities rely on UE’s education-specific expertise. In addition, UE has been consistently profitable, produced high return on equity, and maintained the financial strength and stability to earn an A.M. Best Rating A (Excellent) every year since 2001. UE has been recognized by Ward’s 50 as one of the top performers in the property-casualty insurance industry for the past three years.
Prior to joining UE, Abraham served the higher education community as chief financial officer/ treasurer at Whitman College, in various senior positions at Cornell University, and as a staff associate at the National Association of College and University Business Officers (NACUBO). Abraham also served as an international banker for J. P. Morgan.
Abraham serves as a trustee of Whitman College and American University and on The Institutes Board of Directors, The Griffith Foundation’s Leadership Council, American University’s School of International Service Dean’s Advisory Council, and the Association of Governing Boards of Universities and Colleges (AGB) Editorial Board. She served as the first woman chair of the board of governors of the Property Casualty Insurers Association of America from 2009-2010. She currently serves on the association’s executive and investment committees. Abraham also serves on the board of directors of UE, United Educators Management Company, and Education Insurance Services. She is a former president of the Western Association of College and University Business Officers and a past board member of NACUBO and the National Risk Retention Association.
Abraham earned an MBA from the Wharton School at the University of Pennsylvania and a bachelor’s degree in international service from American University.
She is the author of the 2013 book, Risk Management: An Accountability Guide for University and College Trustees, published by AGB, which encourages board oversight of enterprise risk management activities at their institution.
Honors for Abraham’s contributions to insurance and education include:
In 2011, during a sabbatical leave, Abraham worked with LeapFrog Investments, a micro-insurance private equity fund focused on developing and launching microinsurance products in emerging markets. She has testified before Congress and the Treasury Department on insurance issues and writes and speaks frequently on strategic issues affecting educational institutions and the insurance industry.
Patrick F. Bassett was elected to the Board of United Educators in 2013 and serves on the governance and compensation committees. Now the president of Heads Up Educational Consulting, a firm he formed upon retiring from the presidency of the National Association of Independent Schools (NAIS), Bassett works with schools and school systems all over the country and the world on governance, leadership, and strategy issues.
Bassett served as president of NAIS from 2001 to 2013. NAIS provides services to more than 1,700 schools and associations of schools in the United States and abroad, and serves as the national voice for independent schools and the center for collective action on their behalf, providing advocacy for college-prep education, research and trend analysis, leadership and governance guidance, and professional development opportunities for school and board leaders.
Bassett began his career in independent schools in 1970 as an English teacher, lacrosse coach, and dorm parent at Woodberry Forest School (VA), an all-boys boarding school. In 1980, he became headmaster of an all-girls school, Stuart Hall (VA), where he remained until 1989, when he was appointed head of school at Pomfret School (CT). From 1993 to 2001, Bassett was the president of the Independent Schools Association of the Central States (ISACS). During his years at NAIS, he is also served as an adjunct faculty member of Teachers College, Columbia University.
Bassett has served on the board as a trustee of NAIS, The Multicultural Alliance, The Council for Spiritual and Ethical Education, Williams College (MA), and The Council for American Private Education. In addition to the United Educators board, he currently serves on the board of trustees of Finalsite (a website and mobile technologies company), Woodberry Forest School (VA), the Benedict Foundation, Three-W International (an international student placement and services company), and Grab the Torch (a non-profit dedicated to inculcating philanthropy in youth).
Professional recognition includes being named a Kellogg National Leadership Fellow in 1986. Bassett received the Educational Leadership Award in 2000 from The Klingenstein Center of Teachers College (Columbia University) and global leadership awards from The European Council for International Schools (ECIS), the Near East South Asia Council of Overseas Schools (NESA), and NAIS.
A Phi Beta Kappa, magna cum laude graduate of Williams College, where he was captain of the lacrosse team, Bassett also holds a Master's degree in film studies from Northwestern University.
He has a passion for golf, but sadly, he notes a handicap reflective of a flat learning curve.
Albert J. Beer joined the Board of United Educators in 2007. He sits on the investment, audit, and compensation committees, the last of which he chaired for six years. He holds the position as the Michael Kevaney/XL Professor of Insurance and Actuarial Science in the School of Risk Management at St. John's University in New York City. In 2006, Beer retired as president of American Re-Insurance Company’s (now Munich Re America) Strategic Business Units where he was responsible for the underwriting and marketing functions of American Re’s risk bearing entities, including Direct Treaty, Direct Facultative, American Re Credit and Surety, American Re Broker Market, and Munich-American Risk Partners. He also served as executive vice president of American Re Corporation, as chairman, president, and CEO of American Alternative Insurance Company and as chairman, president, and CEO of the Princeton Excess and Surplus Lines Insurance Company.
Prior to joining American Re (now Munich Re America) in 1992, Beer was chief actuary and director of alternative risk for the Skandia America Group, where he established a reputation as an internationally recognized expert in the development of the alternative market.
From 1984 to 1989, Beer was a partner with the consulting firm Tillinghast, a division of Towers, Perrin, and held various management positions in the actuarial and risk management practice areas. Between 1976 and 1984, he held the position of professor of actuarial science at The College of Insurance, where he was voted Professor of the Year three times.
Beer is Phi Beta Kappa graduate of Manhattan College where he earned a BS degree in mathematics and received an MS degree in mathematics from the University of Colorado. He is a Fellow of the Casualty Actuarial Society and has served as the Society’s president. He has also been a member of the Board of Directors of the Casualty Actuarial Society and the American Academy of Actuaries.
Currently, Beer serves as a Trustee Emeritus of the Board of The Actuarial Foundation, a philanthropic organization, sponsoring research, education, and communication initiatives designed to utilize actuarial talent to address societal issues. In addition, from 2007 to 2013, he served as a member (and as chair from 2010 to 2011) of the Actuarial Standards Board, the entity responsible for promulgating standards of practice for the actuarial profession in the United States. For the last five years, Beer has served on the Board of Aspen Insurance Holdings Limited, an international insurance and reinsurance company listed on the New York Stock Exchange.
James Breeding joined the United Educators’ Board in 2013 and serves on the audit and investment committees. He is the executive director of risk management and insurance at Rutgers, the State University of New Jersey, one of the original land grant universities. Breeding has been with Rutgers for more than 30 years, and currently manages the complex loss exposures for seven campuses serving 63,000 students, including two medical schools, a health care delivery network, and the New Jersey Agricultural Experiment Station. Breeding is a member of the university’s Emergency Operations Center, International Crisis Risk Assessment Team, Workplace Violence Risk Assessment Team, Occupational Health and Safety Committee, Radiation Safety Committee, and the Institutional Review Board for Human Subject Research.
As well as serving on the Board of Genesis Limited, a Bermuda-based captive insurance company owned by Rutgers and 16 major institutions of higher education, Breeding is also the Rutgers subscriber for the Pinnacle Consortium of Higher Education, another Vermont reciprocal risk retention group. He is an active member of the University Risk Management and Insurance Association (URMIA), has served as treasurer, and is a recipient of URMIA’s Distinguished Risk Manager Award. He is an author and frequent speaker on risk management issues related to higher education.
Breeding is a Member of the Permanent Judicial Commission of the Presbytery of Elizabeth in Plainfield, N.J. He holds a BS in Economics from Rutgers College.
Michelle Chicoine was elected to United Educators’ Board in 2006 and currently sits on the committees for audit and investment, having previously chaired the investment committee. She currently serves as vice rector for operations and finance at St. Paul’s School, New Hampshire, where she has been since 2001. Prior to this, Chicoine worked at EnergyNorth Inc. for 10 years, rising from treasurer, through a number of financial positions, to executive vice president, and was elected to the board of directors in 1999. Previously Chicoine held financial positions in public and private companies, public accounting, and as a faculty member at St. Anselm College.
Chicoine is a director of Concord Hospital, where she chairs the audit dommittee, serves as a member of the NH Charitable Foundation Investment Committee, and is a former director of the New Hampshire Higher Education Loan Corporation. She is a former trustee of the University System of New Hampshire and former director of Pennichuck Corporation (PNNW) in New Hampshire. She has served on numerous community boards and was recognized by the YMCA as the “Volunteer of the Year”, the highest award made to non-employees.
Chicoine holds an MBA from Southern New Hampshire University, completed the Advanced Management Program at The Wharton School, The University of Pennsylvania, and graduated with high distinction from the University of Rhode Island with a BS in 1977. She is also a certified public accountant, being the first woman and youngest chair of the New Hampshire Society of Certified Public Accountants.
Kimberly Goff-Crews was elected to United Educators’ Board in 2010. She is currently serving as secretary to the board, and is a member of both the compensation and governance Committees. She is the secretary and vice president for student life at Yale University. Appointed by former University President Richard Levin, her tenure began in August 2012. She previously served as vice president for campus life and dean of students at The University of Chicago, and dean of students at Wellesley College.
Goff-Crews serves as secretary to the Yale Board of Trustees, supporting institutional governance, and facilitating the meetings, retreats, elections, and projects related to university policy making. Working closely with administrators and the University Council, an advisory body to the president, she assists in the implementation of broad-reaching strategies related to the short- and long-term vision for the university. As Yale’s first officer for student life, she advises the president, trustees, and other academic and administrative leaders about campus issues at a local, national, and international level, and she ensures that university-wide policies and procedures maximize support for all students. She is also responsible for the conduct of official university functions, including commencement.
Goff-Crews previously held the position of vice president for campus life and dean of students at the University of Chicago, where she was responsible for the oversight and strategic direction of student services and student life for over 14,000 undergraduate, graduate, and professional students. She represented student interests with numerous university offices and worked to enhance graduate student life as well as to strengthen the campus environment for faculty, students, and staff. Her achievements included the development of an integrated student housing plan, improved access to health and wellness programs, and the expansion of campus dining services. From 2003 to 2007, Goff-Crews served as dean of students at Wellesley College, where she was responsible for student life and for supervising 20 departments that provided academic support and enriched campus life. She chaired the Academic Review Board and instituted a near- and longer-term priority-setting process and a new assessment review protocol for her division. She also worked closely with students on athletics, health, facilities and funding issues.
Prior to Wellesley, Goff-Crews held positions at Lesley University in Cambridge, Mass., and at Yale University. She was also a practicing attorney. Goff-Crews received her BA from Yale College and her JD from Yale Law School.
Victoria J. Herget joined the Board of United Educators in 2004, becoming chair in 2008 and serving on every board committee. She is a Chartered Financial Analyst and a Chartered Investment Counselor with over 30 years of experience in the financial field. On her retirement in 2001 as managing director of institutional client service for Zurich Scudder Investments in Chicago, Ms. Herget was responsible for overseeing the communication of investment and portfolio strategy to 400 institutional clients with assets aggregating $50 billion. She had been with Zurich Scudder since joining them upon graduation from Wellesley College in 1973.
In 1992, Herget joined Wellesley’s Board of Trustees, and as well as serving on the Investment Committee for five years, she was appointed Board chair in 1999, a position she held for eight years until completing her 15 years of trustee service in 2007. Currently serving on a number of other boards, including the Oppenheimer family of mutual funds, the Newberry Library (where she also serves as chair), Chikaming Open Lands, and Mather LifeWays, Herget also previously served as chair of the Investment Committee of SCUUL Holdings, a Bermuda-based reinsurance company. She earned her MBA from the University of Chicago.
Don Laackman joined United Educators’ Board in 2015 and is a member of its audit committee. He became Champlain College’s eighth president in July 2014, bringing a commitment to guide Champlain to achieving its goal of being the finest small, professionally and globally focused college in the United States. His leadership experience at Accenture, Civic Consulting Alliance, and the City Colleges of Chicago position him to strengthen Champlain College’s innovative educational model. Champlain blends career-focused education with interdisciplinary liberal study to give students the skills to adapt and succeed in a rapidly evolving world.
Laackman came to Champlain College from Harold Washington College, one of the City Colleges of Chicago, where he served as president from 2011 to 2014. He played a key role in the college’s “Reinvention” initiative, creating strategies and programs for diverse student populations while eliminating barriers to employment and addressing inequality in higher education. In 2012, Laackman launched the Business, Professional Services, and Entrepreneurship “College to Careers” offering, a mayoral initiative providing students access to real-world experience through teacher-practitioners and internships, and getting more students and graduates into meaningful jobs.
Prior to his presidency at Harold Washington, Laackman managed workforce and education programs for Civic Consulting Alliance, a non-profit partnership dedicated to reshaping how Chicago operates through building pro-bono teams of business experts, government leaders, and staff that develop strategies for making Chicago more livable, affordable, and globally competitive.
From 1984 to 2007, Laackman worked at Accenture, one of the world’s leading consulting, technology, and outsourcing firms. Over his 23-year career with the company as a partner and managing director, he led strategy, sales, planning, change management. and information technology initiatives for clients of the financial services and insurance industry.
Laackman was an appointed member of the Mayor of Chicago’s Small Business Advisory Committee in 2013. He served from 2010 to 2014 as the Chairman of the Board of Genesys Works Chicago, a multicity nonprofit focused on training and placing high school students in information technology jobs. Since 2010, he has been a member of the Visiting Committee for the Harris School of Public Policy at the University of Chicago.
Laackman received his BA degree in Economics, Politics, Rhetoric, and Law and a master’s degree in Public Policy from the University of Chicago.
Morgan R. Olsen has been a member of United Educators’ Board since 2007. Since 2015, he has chaired the board and he sits on every committee. He is executive vice president, treasurer and chief financial officer at Arizona State University (ASU). He serves as ASU’s chief business and financial officer, administering the university's $2.6 billion operating budget and the capital budget. His responsibilities at the university include overseeing treasury and financial functions, capital projects, real estate, facility management and development, human resources, information technology, risk management, police department, environmental health and public safety, internal audit, business services, and auxiliary services. He also serves on the ASU Foundation Board, chairs the ASU Research Park Inc. board, and holds an appointment as professor of practice in the Mary Lou Fulton Teachers College.
Olsen is active with professional associations and has held several industry leadership positions, including chair of the board of directors for the National Association of College and University Business Officers and president of the Central Association of College and University Business Officers. He also holds memberships in EDUCAUSE and the Society for College and University Planning. Olsen came to ASU in November 2008 from Purdue University, where he served as executive vice president and treasurer. Before he joined Purdue, he served as the business and financial vice president at Southern Methodist University, Eastern Illinois University, and Emporia State University. Olsen earned a bachelor's degree, summa cum laude, and a master's degree in public administration from the University of North Dakota, where he was inducted into Phi Beta Kappa, and a PhD in higher education from the University of Kansas. He served as acting executive budget analyst for the North Dakota Office of Management and Budget before entering university administration in 1985.
Brandon W. Sweitzer joined United Educators’ Board in 2010 and serves on its audit and investment committees. Sweitzer is dean of the School of Risk Management of the Peter J. Tobin College of Business of St. John’s University in New York City and past chairman of its board of overseers.
Sweitzer is a board member of Fairfax Financial Holdings (Toronto) and Odyssey Reinsurance (Stamford, Conn.), and a director of Falcon Insurance Company Ltd. (Hong Kong) and First Capital Insurance (Singapore). Sweitzer is also Trustee Emeritus of the Kent School in Kent, Conn. and past president of its board of trustees.
Sweitzer was president of Marsh Inc. from 1999 to 2000, and he served as president and CEO of Guy Carpenter & Company Inc. from 1996 to 1998. Previously, he held a number of senior positions in the operations of Marsh, having joined the firm in 1981 as chief financial officer.
Earlier in his career, Sweitzer held several positions in government and private industry, including associate at McKinsey & Co. Inc.; executive assistant to U.S. Secretary of Commerce Peter G. Peterson (having joined Peterson’s staff as a White House Fellow in the capacity of senior professional staff member on the President’s Council on International Economic Policy); CFO of Barringer Research Ltd. (Toronto); deputy chief of mission of the U.S. Embassy in Belgrade, Yugoslavia; and director and CFO of the investment-banking firm Wood Gundy, Ltd. (Toronto).
Sweitzer holds a bachelor’s degree with honors from Harvard College and a master’s degree from the Johns Hopkins School of Advanced International Studies in Bologna, Italy, and Washington, D.C.
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