Annual Meeting of Owners
The Annual Meeting of Owners of United Educators (UE) Insurance, a Reciprocal Risk Retention Group, will be held on April 13, 2022, at 8:30 a.m. EDT.
Proxy voting forms will be emailed soon 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.
Please contact Jules Montgomery at (301) 215-8471 or firstname.lastname@example.org with any questions.
The following members are nominated for election in April 2022.
Proposed term 2022-25
Janice is responsible for leading the strategic direction of United Educators (UE) and the execution of its operational plans.
She 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. About 1,600 K-12 schools, colleges, and universities rely on UE’s education-specific expertise. UE has been consistently profitable, produced high return on equity, and maintained the financial strength and stability to earn an AM Best Rating “A” (Excellent) every year since 2001.
Prior to joining UE, Janice served the higher education community as Chief Financial Officer (CFO)/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). Janice also worked as an international banker for J.P. Morgan.
Janice is on the Board of Directors of UE and United Educators Management Company. She is also a trustee at American University, chairing the Academic Affairs Committee and serving on the Audit, Finance/Investment, and Executive committees and chair of The Campagna Center, a nonprofit organization serving children and families in Virginia.
In addition, she serves on The Institutes’ Executive Committee and Board of Directors, American University’s School of International Service Dean’s Advisory Council, the Association of Governing Boards of Universities and Colleges’ (AGB’s) Editorial Board, and the American Property Casualty Insurance Association’s Executive and Finance/Investment committees. From 2009 to 2010, she was the first woman Chair of the Board of Governors of the Property Casualty Insurers Association of America. She is Trustee Emeriti at Whitman College.
Janice 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.
She earned an MBA from the Wharton School at the University of Pennsylvania and a bachelor’s degree in international service from American University.
She also wrote 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. The book’s second edition was published in 2020.
Honors for Janice’s contributions to insurance and education include:
- Griffith Foundation Lifetime Achievement Award, 2012
- One of the Power 50, Captive Review, 2012
- A “Woman in Insurance Leadership,” Insurance Networking News, 2011
- A Rising Star, Reactions, 2011
- A “Woman to Watch” as a Leader of Change, Business Insurance, 2006
- Professional Development Award, NACUBO, 2005
- Great Alumni Award, Mount Lebanon High School, 2005
- Insurance Woman of the Year, The Association of Professional Insurance Women, 2004
- One of the 100 Leading Women in the Field of Insurance, Business Insurance, 2004
In 2011, during a sabbatical leave, Janice 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 Department of the Treasury on insurance issues and writes and speaks frequently on strategic issues affecting educational institutions and the insurance industry.
Proposed term 2022-25
Al joined UE’s board in 2007. He is Chair of the Audit Committee and sits on the Investment and Compensation committees. 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, Al retired as President of American Re-Insurance Company’s (now Munich Re America’s) 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 in 1992, Al 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, Al was a partner with the consulting firm Tillinghast — a division of Towers, Perrin — and held management positions in the Actuarial and Risk Management practice areas. Between 1976 and 1984, he was Professor of Actuarial Science at The College of Insurance, where he was voted Professor of the Year three times.
Al is a Phi Beta Kappa graduate of Manhattan College, where he earned a bachelor’s degree in mathematics. He also received a master’s 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 also has been a member of the Board of Directors of the Casualty Actuarial Society and the American Academy of Actuaries.
From 2007 to 2013, he served as a member of the Actuarial Standards Board, the entity responsible for promulgating standards of practice for the actuarial profession in the United States. He was Chair from 2010 to 2011.
He serves as a Trustee Emeritus of the board of The Actuarial Foundation, a philanthropic organization sponsoring research, education, and communication initiatives designed to use actuarial talent to address societal issues. In addition, Al serves on the boards of three other insurance companies: Aspen Insurance Holdings Limited, Aspen Bermuda Limited (Audit Committee Chair), and Gramercy Insurance Company.
Proposed term 2022-25
Courtney provides leadership and direction to senior managers, working to identify, evaluate, and plan strategies for enterprise-wide insurance programs. She focuses on maximizing protection of assets at the most economical rates and minimizing the effects of fortuitous loss.
She also develops and directs risk management strategies and policies that identify, assess, and mitigate the impact of risks originating from or impacting the enterprise’s portfolio of activities/interests. The enterprise consists of the University of Chicago, UChicago Medicine and its clinically integrated network, UChicago Ingalls Memorial, the Marine Biological Laboratory, University of Chicago Laboratory Schools, UChicago Charter Schools, and several global centers and institutes.
Courtney also leads resilience planning across the university to anticipate potential threats, cope effectively with adverse events, and adapt to changing conditions. Previously, she was an Account Executive at Arthur J. Gallagher and Vice President of Educational Placement Specialist at Marsh. Courtney is the President for the University Risk Management and Insurance Association (URMIA) and a member of the Board of Directors for the Trulen Insurance SPC Limited captive.
She holds a B.S. in marketing from Northern Illinois University and earned the Chartered Property Casualty Underwriter (CPCU) and Associate in Risk Management designations. Courtney received the 2020 Business Insurance Women to Watch, the 2017 Business Insurance Break Out, and 2015 Risk & Insurance Power Broker awards.
Proposed term 2022-25
Jim spent much his career as a leader at Gallagher Global Brokerage. Prior to retiring in March 2021, he served more than four years as Chairman of Gallagher Global Brokerage and reported directly to Pat Gallagher, Chairman.
Jim started as a Gallagher intern in the summers of 1972 and 1973 while attending Washington University, St. Louis. He graduated in the spring of 1974 from the Olin School of Business with a BSBA degree and began his sales career producing and servicing commercial Property and Casualty accounts.
Within a few years, Jim was a top-10 producer specializing in risk management and self-insurance. In 1981, he was promoted to his first sales management position and was named Area Vice President of the Chicago Branch. In 1984, he moved to the Risk Management Division as a Production Manager and Vice President. In 1986, he relocated to White Plains, N.Y., and became Area President, Arthur J. Gallagher-New York.
Jim returned to the corporate office in 1990 when he was promoted to President of National Risk Management Sales. In 1992, he was named an officer of the company and Regional Manager of Gallagher’s Chicagoland operations.
In July 2001, Jim became Executive Vice President, Brokerage Service Division, Gallagher’s largest operating unit. One year later, he became President and Chief Operating Officer of the Brokerage Services Division. During Jim’s tenure as the leader of retail P&C broking (2002-17), the Brokerage Services Division grew from $545 million revenues/3,000 employees to $2.4 billion revenues and 10,000 employees.
Proposed term 2022-25
Kimberly was elected to UE’s board in 2010. She chairs the Governance Committee and is a member of the Compensation Committee. Kimberly is Secretary and Vice President for University Life at Yale University. She is responsible for the university’s work to further diversity, equity, and inclusion (DEI) in service of the university’s mission, and ensures the alignment of policies and procedures to maximize support for all students. She also oversees the university chaplaincy and the conduct of official university functions, including commencement.
Kimberly leads Belonging at Yale. This initiative includes the university’s DEI efforts and fosters a learning environment and campus community in which everyone feels a sense of belonging. In this role, she works closely with deans and other university leaders, committees, students, faculty, and staff.
Before returning to Yale, Kimberly was Vice President for Campus Life and Dean of Students at the University of Chicago. She also served as the Dean of Students at Wellesley College and as Chief of Staff to the President and Director of Planning at Lesley University.
Kimberly graduated from Yale College and Yale Law School. After several years in private law practice, she became an assistant dean at Yale College and Director of the Afro-American Cultural Center.
Kimberly is a commissioner for the New England Association of Schools and Colleges. She is Chair of the Audit Committee, and a member of the board for the International Festival of Arts and Ideas. She was a member of the 2020 NASPA — Student Affairs Administrators in Higher Education Annual Conference Leadership Committee and chairs the Vice Presidents of Student Affairs initiatives.
Proposed term 2022-25
Heather has been Executive Director and CEO of The Enrollment Management Association (EMA) since 2011. In that capacity, she has grown the organization’s membership by 30% and modernized its approach by creating new assessment and enrollment tools, and increased professional training. The organization acts as a thought leader advocating for improved enrollment management practice and theory.
A frequent voice advocating for independent schools to embrace the “business” of enrollment management, Heather sees the development and execution of enrollment strategy as critical to all independent schools’ long-term success. She has supported numerous national research studies and think tanks during her EMA tenure; all have been commissioned to assist independent school leaders with data and insight to inform their long-term strategies. Heather is interested in enrollment trends and is a national/international resource on this topic for the independent school community.
Before leading EMA, Heather served in numerous roles with The Association of Boarding Schools and The National Association of Independent Schools (NAIS) ending with a Vice Presidency at NAIS overseeing key revenue channels (membership, annual conference, grants making, corporate relations). During her 22-year NAIS tenure, she presided over the largest conferences in NAIS history, as well as significant growth of the association’s membership and philanthropic and corporate giving.
She began her career as a teacher and admissions officer for George School in Pennsylvania, and her alma mater, Westtown School, also in Pennsylvania.
Heather has provided board service and advisory support to numerous schools and organizations during her career: Westtown School; Princeton Academy of the Sacred Heart in New Jersey; Friends Council on Education in Pennsylvania; New Jersey Association of Independent Schools; Association of Independent School Admission Professionals in Connecticut; National Business Officers Association in Washington D.C.; The Character Collaborative in New Hampshire; Mastery Transcript Consortium in Ohio; and LearnCollab in California.
Heather earned a bachelor’s degree in art history from Mount Holyoke College and a master’s degree in educational administration from Harvard’s Graduate School of Education.
Proposed term 2022-25
Morgan has served on UE’s board since 2007. Since 2015, he has chaired the board and sits on every committee.
He is Executive Vice President, Treasurer, and CFO at Arizona State University (ASU). He also is ASU’s Chief Business Officer and holds an appointment as Professor of Practice in the Mary Lou Fulton Teachers College. Morgan’s responsibilities at ASU include overseeing treasury and financial functions, capital projects, real estate, facilities operations, human resources, police, audit, environmental health and safety, information technology (IT), and business and auxiliary services at the university’s four campuses.
In 2018, Morgan received the NACUBO Distinguished Business Officer Award. He is a former Chair of the NACUBO Board of Directors and a past President of the Central Association of College and University Business Officers (CACUBO). The Arizona chapter of Financial Executives International awarded him its CFO of the Year award for nonprofits in 2017.
Morgan joined ASU in November 2008 after serving as Executive Vice President and Treasurer of Purdue University. He previously served as Vice President for Business and Finance at Southern Methodist University, Vice President for Business Affairs and Treasurer and Associate Professor in the College Student Personnel Program at Eastern Illinois University, and as Vice President for Fiscal Affairs at Emporia State University in Kansas.
Morgan earned a bachelor’s degree in political science and a master’s degree in public administration from the University of North Dakota, where he was inducted into Phi Beta Kappa. He earned a Ph.D. 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.
The following members have continuing terms.
Term expires in 2024
Irma took office in July 2018 as the President of Marymount University in Arlington, Va. In her first six months, she launched the university’s new strategic plan, “Momentum,” which will guide the university over the five-year period ending in 2024. The plan calls for Marymount to achieve national and international recognition for innovation and commitment to student success, alumni achievement, and faculty and staff excellence.
During her tenure, Irma has introduced several initiatives with effects in support of Marymount’s mission and vision for the future. This includes adding market-driven academic programs that prioritize career preparation, overseeing the transition to a new academic structure, acquiring The Rixey luxury apartment building next to Marymount’s Ballston Center, and improving the university’s IT infrastructure through the implementation of the state-of-the-art enterprise resource planning application Workday.
Irma has expanded educational access for students and targeted programming to meet societal needs and changing demographics. Her academic career, as student and professional, has blended mathematics, engineering, and systems thinking and processes in her studies, teaching, and administrative leadership.
An educator who began her career in the private sector and the holder of four patents and copyrights, Irma is an ardent advocate for a STEM-educated workforce and holds the mindset of a trained scientist and seasoned entrepreneur. Catholic-educated throughout her primary and secondary years, she believes in the importance of faith-based instruction and plans to raise Marymount’s profile and spur growth in enrollment and academic programs. This will be accomplished, in part, through innovative partnerships, scholarship opportunities, and broad initiatives.
A Cuban-born American, Irma immigrated to the United States with her parents when she was an infant, living in Puerto Rico through high school. She earned bachelor’s and master’s degrees in electrical engineering from the University of Miami and became the first woman to earn a Ph.D. in electrical engineering from Florida International University (FIU).
She served as Provost and Chief Academic Officer at St. Thomas University in Miami Gardens, Fla., and spent three decades at FIU in positions including Vice President, Vice Provost, Entrepreneurship Center Director, and tenured professor in Management Information Systems. She founded FIU’s Knowledge Management Lab and led major projects as Principal Investigator at the National Science Foundation, NASA (Headquarters, Kennedy, Ames, and Goddard Space Flight Centers) and the Air Force Research Lab. She was also a Sloan Scholar at MIT’s Center for Information Systems Research.
Irma has authored four books and numerous journal articles in the areas of knowledge management and business intelligence. Her original research includes enterprise systems, disaster management, and IT entrepreneurship.
Term expires in 2024
Brontè is CFO, Vice President, and Treasurer at American University. She is a frequent presenter on a variety of topics including finance, accreditation, communication, leadership, and diversity at NACUBO, American Council of Education (ACE), and Association of Governing Boards (AGB) conferences.
She often is called upon to be a presenter for the NACUBO Fellows Program, as well as a contributing author for their Business Officer magazine. In 2017, she received NACUBO’s Professional Development Award for her extensive volunteer service to the association’s professional development activities and publications programs.
Brontè has more than 30 years of experience in financial and facilities management in higher education. She previously served as the Vice President for Finance and Administration at Dickinson College, where she oversaw all areas of finance and campus operations. Before joining Dickinson in 2013, she served as Treasurer of St. John’s College and Vice President for Administration and Finance and Dean of Enrollment Management at Huston-Tillotson University. Prior to her roles in higher education, she served as Senior Project Manager at the Texas State Auditor’s Office and Assistant Controller at the National Headquarters of Delta Sigma Theta Sorority, Inc.
Brontè is the immediate past Board Chair and former Treasurer for the Higher Education Resource Services (HERS) Institute for Women in Higher Education. She is also a member of the Tuition Exchange Board of Directors and the Appeals Board of the Middle States Commission on Higher Education, where she previously served as a commissioner and member of the Finance Committee.
She holds a bachelor’s degree in finance, and an MBA from American University, and a doctorate in higher education administration from the University of Texas. She is a graduate of the Harvard Institute for Higher Education and the HERS Institute at Wellesley College.
Term expires in 2023
Greg joined UE’s Board of Directors in 2009 and is Vice Chair of the board and Chair of the Investment Committee. He is 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, he served many years as President of a family office for the Mellon family and as President of the Laurel Foundation.
Greg is the author of 10 books, including Ten Interesting People (2021), Advising the Ultra-Wealthy (2020), and Family Capital: Working with Wealthy Families to Manage Their Money Across Generations (2016), and more than 50 journal articles and white papers on a variety of investment topics. He writes a weekly investment blog at GregoryDCurtis.com/Blog.
Greg has served as a volunteer on several investment committees for family and institutional investors. He currently serves or recently served on investment committees for Carnegie Mellon University, The Pittsburgh Foundation, St. John’s College, Waycrosse Inc., and Winchester Thurston School, among others. Greg is also a co-founder of The Investment Fund for Foundations.
Greg 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.
Greg holds a bachelor’s degree from Dartmouth College, a J.D. from Harvard Law School, and is a graduate of The Endowment Institute at Harvard Business School. He also holds an honorary bachelor’s from St. John’s College.
Term expires in 2023
Debi was elected to UE’s board in 2020 and serves on its Audit and Investment committees. She serves on the boards of Oaktree Capital Strategic Lending, Oaktree Strategic Income II, and Newport Re, Ltd. She also serves on various governance committees for these companies and as Chair of the Audit Committee for Oaktree Capital Strategic Lending. She serves as a trustee for the Oaktree Strategic Credit Fund and as head of its Audit Committee.
From 2009 to 2018, Debi held various positions with AIG, including as a Senior Managing Director and Deputy Chief Investment Officer of AIG Asset Management, where she was responsible for developing the firm’s investment strategy for approximately $300 billion of insurance company portfolios from 2012 to 2018. From 2009 to 2012, she served as Chief Risk Officer for AIG’s Life and Retirement division.
Before joining AIG, Debi was a consultant from 2003 to 2009, focusing on collateralized debt obligation investment management and investments in insurance companies.
Prior to that, she worked for eight years at AIG and SunAmerica, Inc. (acquired by AIG in 1999) in several capacities including Portfolio Manager of a $3 billion collateralized debt obligation portfolio and corporate actuary, which included involvement with the company’s merger and acquisition activities of insurance companies or portfolios. Previous experiences include numerous actuarial and asset/liability management roles at Conseco, Inc., Tillinghast/Towers-Perrin, and Pacific Mutual Life Insurance Company. She previously served as a director of Aurora National Life Insurance Company and New California Life Holdings, as well as several insurance and asset management subsidiaries of AIG.
Debi received a bachelor’s in mathematics from the University of Notre Dame. She is a Chartered Financial Analyst, a fellow in the Society of Actuaries, and a member of the American Academy of Actuaries.
She serves on the board and as Secretary of the not-for-profit The Friends of the Brentwood Art Center and on the Investment Committee for United Way of Greater Los Angeles. She previously served on the boards of the Boys & Girls Clubs of Santa Monica and the Notre Dame Club of Orange County.
Term expires in 2023
Sharon was elected to UE’s board in 2020 and serves on its Audit and Governance committees. She is Vice President for Legal Affairs, General Counsel, and Senior Advisor to the President at the University of Vermont. She is a member of the university’s senior leadership team, overseeing and directing all the university’s legal affairs, advising the President on the full range of challenges the university faces, and leading efforts to implement the President’s initiatives.
Prior to joining the university in 2016, Sharon held leadership positions at the University of Minnesota, including Associate Vice President for Academic Affairs and Chief of Staff to the Provost, and Associate Dean at the University of Minnesota Law School.
While Associate Vice President for Academic Affairs, she helped oversee the academic side of a transformative university-wide strategic planning effort — from its inception through to implementation.
As Associate Dean of the university’s law school, she co-authored three textbooks; taught classes including Conflict of Laws, Trial Practice, Depositions, and Appellate Advocacy; advised the Dean on strategic initiatives; created a civil litigation concentration and a master of science in patent law program; supervised administrative operations; and taught law in China and Sweden.
Sharon’s law practice experience includes business and employment litigation at Faegre & Benson (now Faegre Drinker) in Minneapolis, constitutional litigation at the Department of Justice in Washington, D.C., and work as a law clerk for Federal Court of Appeals Judge Harlington Wood, Jr., in Chicago. Board memberships past and present include the Vermont Symphony Orchestra (current), Minnesota Lawyers Professional Responsibility Board, Minnesota Loan Repayment Assistance Program, and the MacPhail Center for Music. In the past seven years, she has engaged in substantial rule of law work in and for the country of Uzbekistan.
Sharon is an elected member of the American Law Institute and the American Bar Foundation, and received the President’s Award from the Minnesota State Bar Association for work on the Task Force on the Model Rules of Professional Conduct. She graduated summa cum laude from Yale University with a bachelor’s degree in economics, where she was a member of Phi Beta Kappa and received the William M. Massee Award. Sharon has a J.D. from Stanford Law School, where she received the Board of Editor’s Award for her contributions to the Stanford Law Review.
Term expires in 2024
Bill is a senior financial services executive with considerable experience and accomplishments, including successful strategic and operational transformation, as CEO, Chief Investment Officer and board member for global insurance and asset management businesses. As a founder of Enterprise Driven Investing, LLC, in Boston, he is currently consulting, doing board work, research on application of emerging data science methods, advising/coaching fintech organizations (finals judge) and startups (including a 2020 winner of Hartford InsurTech Innovation Challenge), publishing, speaking at conferences and universities, and working with a state agency on PPE shortage due to COVID-19.
Bill has served as a Director on the boards of public, mutual, private and nonprofit organizations. These organizations have included global, domestic, large, small, multiline, and highly specialized insurance and investment entities.
His executive roles have included Chief Investment Officer & SVP of AIG Property Casualty following the financial crisis; CEO of quantitative firm PanAgora Asset Management, and CEO Arkwright Mutual Insurance Co. which he merged to form FM Global. He began his career in the investment department of the Liberty Mutual Insurance Co.
Bill received a bachelor’s degree from Muhlenberg College and an MBA from Boston College’s Carroll School of Management, where he was later the first recipient, and commencement speaker, of the Distinguished Achievement Award for Managerial Excellence and Community Service.