2023 FIL Department Student Recognition Program

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DEPARTMENT OF FINANCE, INSURANCE AND LAW

KATIE SCHOOL OF INSURANCE AND RISK MANAGEMENT

RECOGNITION STUDENT PROGRAM

TUESDAY, APRIL 11, 2023

BONE STUDENT CENTER

STUDENT RECOGNITION PROGRAM

TUESDAY, APRIL 11, 2023

AGENDA

GREETING

Kevin Ahlgrim

Chair, Department of Finance, Insurance & Law

DINNER

WELCOMING REMARKS

Ajay Samant

Dean, College of Business

PRESENTATION OF AWARDS

Kevin Ahlgrim

Chair, Department of Finance, Insurance & Law

Jim Jones

Director, Katie School of Insurance & Risk Management

CLOSING REMARKS

Kevin Ahlgrim

Chair, Department of Finance, Insurance & Law

prairie room | bone student center

THE DEPARTMENT OF FINANCE, INSURANCE AND LAW

FACULTY AWARDS

ELI SHERRILL

Outstanding Teaching Award

TICE SIRMANS

Outstanding Research Award

CHRISTOPHER TAMM

Outstanding Service Award

FINANCE AWARDS

The following students have earned recognition for their outstanding academic achievements as Finance majors (listed alphabetically by student).

ENRIQUE AGUIRRE

Charlie Norman Outstanding Senior in Finance

JOE HARRINGTON

Charlie Norman Outstanding Junior in Finance

MICHAEL BAIRD

Outstanding Legal Environment of Business Student

COLLIN BOWLING

Educational Fixed Income Fund Scholarship

KAITLIN BYRNE

Kevin Stevens ClearPointe Financial Group Scholarship

JACK FERGUSON

Educational Investment Fund Scholarship

ALYSSA HADDING

Jeff Secord Outstanding Financial Planning Student

KURTIS HINRICHSEN

Finance, Insurance and Law Advisory Board Scholarship

ERIC KNUDSEN

Finance Professional Excellence Award

AL LUND

Educational Investment Fund Scholarship

KARIM MASSARANI

COUNTRY Financial Distinguished Junior in Finance

Educational Fixed Income Fund Scholarship

LAUREN MONTAVON

COUNTRY Financial Distinguished Senior in Finance

RUDY MORR

COUNTRY Financial Distinguished Senior in Finance

TIANA NOUD

Joseph Trefzger Scholarship in Finance

Caring Cetera Diversity Scholarship in Financial Planning

BROOKE OGLESBEE

COUNTRY Financial Distinguished Senior in Finance

CONNOR RADA

COUNTRY Financial Distinguished Junior in Finance

TYLER SCHECK

COUNTRY Financial Futurity Award

CAEL SCHINDLBECK

COUNTRY Financial Distinguished Junior in Finance

ALLISON SCHROCK

LaVerne Cox Award

MATTHEW SETNAN

Jordan Styx Memorial Scholarship

CARLY VITELLARO

Finance, Insurance and Law Advisory Board Scholarship

HANK WAGNER

Educational Investment Fund Scholarship

Educational Investment Fund Presentation Award

RICH YOUNG

Educational Investment Fund Scholarship

Educational Investment Fund Presentation Award

KATIE SCHOOL OF INSURANCE AND RISK MANAGEMENT SCHOLARSHIPS

AND AWARDS

The following students were selected to receive recognition of their outstanding academic achievements in risk management, insurance, and actuarial science.

NICOLE SABIN

Outstanding Senior in Risk Management and Insurance

FRANCESCA FERNEAU

Outstanding Junior in Risk Management and Insurance

D’ANDRE DOGAN

Andrew T. Nappi International Study Grant

KARISSA BARTH

Auto-Owners Insurance Scholarship

JACK BERK

Aon Scholarship

Association of Lloyd’s Brokers Scholarship

COUNTRY Financial Scholarship

Gerald E. Myers Endowed Scholarship

Katie School Alumni Scholarship

GREG COFFMAN

American Ag Scholarship

SEBASTIAN CZERWINSKI

AIG Scholarship

Spencer Educational Foundation Scholarship

TYLER DETERS

COUNTRY Financial Scholarship

D’ANDRE DOGAN

Agency Management Competition Scholarship Assured Partners Scholarship

BITCO Scholarship

David Lockton Katie School Hall of Fame Scholarship

J. Krug & Associates Scholarship Valley Insurance Scholarship

PAUL DUNLAP

Afni, Inc. Scholarship

FRANCESCA FERNEAU

Gerald E. Myers Endowed Scholarship

J. Patrick Gallagher, Jr. Endowed Scholarship

Markel Specialty Scholarship

Outstanding Junior in Risk Management and Insurance

Colin Glass

COUNTRY Financial Scholarship

Dean Tambling Scholarship

Gallagher Scholarship

Gerald E. Myers Endowed Scholarship

State Farm Scholarship

JACOB GORDON State Farm Scholarship

CARLEY HABING

COUNTRY Financial Scholarship

OLIVIA HARMISON

Fulfilling the Promise Scholarship

Wilber Group Scholarship

TYLER JENKINS

Nierstheimer-Gurtner-Giese Family Endowed Scholarship

Spencer Educational Foundation Scholarship

KATIE JOHNSON

Chubb Scholarship

COUNTRY Financial Scholarship

Swiss Re Scholarship

Zurich North America Scholarship

SARAH KIRCHEN Assurance, MMA Scholarship Travelers Scholarship

KARIM MASSARANI

Donald D. Mauger and SLA Board of Directors Scholarship

Liberty Mutual Scholarship

Mark Willis Scholarship

St. Louis Chapter of CPCU Scholarship

St. Louis Chapter of RIMS Memorial Scholarship

ZACK MAZARIEGOS Travelers Scholarship

LAUREN MONTAVON

Donald D. Mauger and SLA Board of Directors Scholarship

Katie School Alumni Scholarship

Nanette T. Meyer Scholarship

Patrick G. Ryan Endowed Scholarship

St. Louis Chapter of RIMS Scholarship

RUDY MORR

ISAHU – Gregory Smith Memorial Insurance Scholarship

Katie School Alumni Scholarship

LOMA Society of Central Illinois Scholarship

Mark Loveall Scholarship

St. Louis Chapter of RIMS Scholarship

MOHAMMED MRANI ALAOUI

Agency Management Competition Scholarship

BITCO Insurance Companies Scholarship

Chubb Scholarship

COUNTRY Financial Scholarship

TIANA NOUD

Agency Management Competition Scholarship

Fulfilling the Promise Scholarship

EMMA ONGMAN

Pekin Insurance Scholarship

SEJAL PAMNANI

APIW/Zurich Kathleen Savio Scholarship

St. Louis Chapter of RIMS Scholarship

JENNIFER QUEZADA Assurance, MMA Scholarship

Donald D. Mauger and SLA Board of Directors Scholarship

Gen Re Scholarship

Gerald E. Myers Endowed Scholarship

Lori Goltermann Endowed Scholarship

DANIEL RODRIGUEZ

Agency Management Competition Scholarship

NICOLE SABIN

APIW/Lana James Memorial Scholarship

Outstanding Senior in Risk Management and Insurance Spencer Educational Foundation Scholarship

WSIA Scholarship

Lloyd’s Scholarship

MATT SETNAN

Agency Management Competition Scholarship

LUKE STACHOWSKI

Munich Re Scholarship

ELIZABETH STREMMING State Farm Scholarship

FERNANDO VILLANUEVA

Agency Management Competition Scholarship

RLI Insurance Scholarship Spencer Educational Foundation Scholarship

MEGAN WHITNEY

Edward B. Rust, Jr. Katie School Hall of Fame Scholarship

Spencer Educational Foundation Scholarship

2022-2023 KATIE SCHOOL CERTIFICATE IN LEADERSHIP AND BUSINESS ACUMEN

The purpose of the Katie School Certificate in Leadership and Business Acumen (CLBA) is to provide students with an opportunity to develop and demonstrate skills and knowledge sought after by industry employers, which they may not be able to attain from a traditional classroom experience. By demonstrating skills and knowledge in three categories, students who complete the certification should be well suited to enter and excel in the insurance industry. The three areas of focus are non-course technical skills, industry understanding and soft skills. There were 145 students participating in the CLBA program this year, and 15 students received their certification.

Sydney Austin Karissa Barth

D’Andre Dogan

Carley Habing

Rudy Morr

Lizzie Stremming

Jessica Duffield

Cam Hinman

Matt Setnan

Josh Viacrusis

Sebastian Czerwinski

Francesca Ferneau

Katie Johnson

Dylan Stephens

Vaughn Wampole

2022-2023 ACTUARIAL EXAMS

The Katie School of Insurance and Risk Management provides financial support to students who pass actuarial exams. We would like to congratulate the following students for passing their actuarial exams this academic year.

Samuel Akinade

Sydney Austin

George Baird

Nathaniel Brede

Paul Dunlap

Carley Habing

Kathryn Johnson

Faria Nova

Mustapha Sambo

Mani Venkateswaran

Isaac Amartey-Vondee

Esther Awusah

Karissa Barth

Sebastian Czerwinski

Emily Ehlert

Colin Holsclaw

David Kamianowski

Niklas Oeztekin

Evan Schick

Godwin Vondee

Emmanuel Ansah

Eric Baah

Slaven Bekic

Casady Dinkel

Julian Forero

Tyler Jenkins

Theodore Kloe

Sejal Pamnani

Lucas Stachowski

Megan Whitney

2022-2023 TEAM COMPETITION PARTICIPANTS

Students are encouraged to take part in various team competitions that are offered throughout the year on a variety of topics. The teams are blended with students from all different disciplines.

INSURANCE AGENCY MANAGEMENT COMPETITION

D’Andre Dogan

Daniel Rodriguez

Mohammed Mrani Alaoui

Matt Setnan

Tiana Noud

Fernando Villanueva

JABARI WASHINGTON

KATIE SCHOOL DONORS

The following organizations and individuals have donated funds to the Katie School of Insurance and Risk Management and its students during the 2021 fiscal year.

Adams, Pamela

Afni, Inc.*

AIG*

American Ag

Andrew T. Nappi Study Grant

Aon plc*

Aon Re Inc

Association of Lloyd’s Brokers

Association of Professional Insurance Women

Assurance, MMA

Assured Partners

Auto-Owners Insurance Company

AXA XL*

Babcock, Bruce and Debbie

Berkley Custom Insuranace Managers

BITCO Corporation

Burns & Wilcox

Business Insurance*

Cain, Walter

Chicago Chapter of RIMS*

Chubb*

Chubb Charitable Foundation

Chubb Surety

CNA

Complex Equity Markets

COUNTRY Financial*

CRC Insurance Services Inc

Doss, Paul

Ekberg, Timothy

Everest Insurance

Gallagher*

Gallagher, J. Patrick Jr. Endowment

General Reinsurance Corporation*

GenStar

Gentes, Connie

Goltermann, Lori Endowment

Great American

HSB

Hall, Tyler

Illinois Department of Insurance

IMT Insurance

ISAHU- Gregory Smith Memorial Fund

J. Krug and Associates Inc.

Johnson, Steven

Liberty Mutual*

Lloyd’s America Inc.*

Lockton Companies Inc.- Illinois Division

Lockton, David Endowment

LOMA Society of Central Illinois

Loveall, Mark

Markel Assurance Corporation

Markel Specialty

Marsh

McDade, Rob MEMIC

Mirock, Chad

Munich Reinsurance America Inc.*

Myers, Gerald E. Endowment

Myers, Holly

Nappi, Andrew

Nierstheimer-Gurtner-Giese Family

Nierstheimer, Norm

Old Republic General Services, Inc

Pekin Insurance*

Perry, Jon and Katie

Philadelphia Insurance Company

Pinnacle Actuarial Resources Inc.*

Ragan, Dow

Risk Placement Services

risksmith

RLI Insurance Company*

Rockford Mutual Insurance Company

RT Specialty*

Rust, Edward B. Jr. Endowment

Ryan, Patrick G. and Shirley W. Ryan Foundation

Ryan Specialty Group

Selective Insurance Company

SP Plus Corporation

Society of Actuaries

Sompo International

Spencer Educational Foundation Inc.

Spurgin, Linda

St. Louis Chapter of CPCU

St. Louis Chapter of RIMS

State Farm*

State Farm Corporate Foundation

Stephan, Marcie

Surplus Line Association of Illinois*

Swiss Re*

Tambling, Dean

The Hartford Travelers*

Valley Insurance Group

Wilber Group

Willis, Mark Endowment

Wilson Elser

WSIA Education Foundation

Yang, Haoxiu

Zurich North America*

*Advisory Board of Executives Member

FIL EDUCATIONAL INVESTMENT FUND BOARD OF DIRECTORS

Kevin Ahlgrim

Illinois State University

Jim Andreoni

Northern Trust Wealth Management

Arijan Arslani

Busey Wealth Management, Champaign

Brandon Belt

Northern Trust Wealth Management

Brian Christiansen

David Vaughn Investments, Peoria

Scott Davis

Renaissance Wealth Management, Bloomington

David Deneen Wells Fargo Advisors, Bloomington

Andrew Finks COUNTRY Trust Bank, Bloomington

Ryan Forberg RMB Capital Management, Chicago

Tom Howe

Illinois State University

John Jaburek Wells Fargo Advisors, Itasca

Min-Yu Liao

Illinois State University

Chelsie Moore COUNTRY Financial, Bloomington

Ajay Samant Illinois State University

Greg Stephens State Farm, Bloomington

Douglas Throneburg First American Bank, Elk Grove Village

FINANCE, INSURANCE AND LAW ADVISORY BOARD

Kevin Ahlgrim

Illinois State University

Kathy Chamberlain COUNTRY Financial, Bloomington

Daryl Dagit

Savant Capital Management, Peoria

Scott Davis

Renaissance Wealth Management, Bloomington

Tiffany Hemann

Boeing

Spencer Kelly

Kinzie Capital Partners

John Kerr State Farm Insurance, Bloomington

Kedric Meredith

JBT Corporation, Chicago

Greg Morris Archer Daniels Midland, Chicago

Robert Parent State Farm Insurance, Bloomington

James Pribel Consultant, Chicago

Mike Price

David Vaughan Investments, Peoria

Michelle Rojo

MB Financial Bank, Rosemont

Steve Rolinitis Caterpillar, Peoria

Ajay Samant

Illinois State University

Eric Schweitzer Challenger Gray, Chicago

Jeffrey Secord

Renaissance Wealth Management, Bloomington

2022-2023 KATIE SCHOOL OF INSURANCE & RISK MANAGEMENT INSURANCE ADVISORY BOARD OF EXECUTIVES

Uli Boeing

Vice President – Branch Manager Property Fac Gen Re, Chicago

Walter Cain

Senior VP and Regional COO, Midwest Region

Chubb NA, Milwaukee

Seth Davis

Vice President – Controller

RLI Insurance Corp, Peoria

Bryon Ehrhart

Global Head of Growth & Strategic Development Aon plc, Chicago

Ryan Fee

Vice President, Risk Management

InvenTrust Properties Corp. Chicago Chapter of RIMS

Joe Fitzpatrick Midwest Zone President AIG, Chicago

Stacie Graham

Senior Vice President & Regional Executive South Central Liberty Mutual Insurance, Dallas

Aaron Hillebrandt

Principal & Consulting Actuary

Pinnacle Actuarial Resources, Inc., Bloomington

Craig Isaacs

VPO P&C Actuarial & Underwriting Modeling State Farm Insurance, Bloomington

Joel Jackson

Senior Vice President COO/P&C

Pekin Insurance

Lorie Kates

Field Vice President – Central Region Travelers Insurance, Chicago

Kelly Kinzer

Head of Contruction – National Accounts

Zurich North America

Blake Kuppersmith

Head Fac Transactions & SwiftRe Swiss Re, Alpharetta, GA

Terry McCann President – Chicago Office, Managing Director RT Specialty, LLC, Chicago

Rob McDade

Executive Vice President, CFO & Chief Strategy Officer

COUNTRY Financial, Bloomington

David Ocasek

Chief Executive Officer

Surplus Line Association of Illinois, Chicago

John O’Donnell

Vice President - Operations Afni, Inc., Bloomington

Eric Pan Practice Group Strategy Leader Gallagher

Randy Schlosser

Senior VP – Property Manager/Team Lead US Facultative Munich Re America, Chicago

Gavin Souter Editor Business Insurance, Chicago

Todd Sutherland

Head of the Central US Zone AXA XL, Chicago

Pat Talley

Regional Director – U.S. Central Region

Lloyd’s America, Chicago

ILLINOIS STATE UNIVERSITY, NORMAL

Dr. Aondover Tarhule

Interim President, Illinois State University

Dr. Ajay Samant Dean

College of Business

James R. Jones Executive Director

Katie School of Insurance and Risk Management

Deborah Babcock

Associate Director

Katie School of Insurance and Risk Management

Dr. Kevin Ahlgrim Chairperson

Finance, Insurance and Law Department Ex-Officio

DEPARTMENT OF FINANCE, INSURANCE & LAW and THE KATIE SCHOOL OF INSURANCE AND RISK MANAGEMENT

THE DEPARTMENT OF FINANCE, INSURANCE, AND LAW at Illinois State University offers majors in both Finance and Risk Management and Insurance, plus minors in Financial Planning and in Risk Management and Insurance. These programs are intended to help prepare students for careers in financial services and to develop skills in critical thinking, written and oral communication, professionalism, and ethical decision-making. The curricula of the department maintain its relevancy with the advice of industry professionals that sit on the Finance, Insurance and Law Advisory Board.

THE FINANCE MAJOR prepares students for careers in corporate finance, investment management, financial institutions, or real estate. The curriculum guides students toward several professional designations, such as the Chartered Financial Analyst (CFA) and the Certified Financial Planner (CFP). A distinctive feature of the finance curriculum is the opportunity to link theory with financial practice. The Educational Investment Fund (EIF), a student-managed equity portfolio with a market value of about $900,000, allows students to earn academic credit while making actual investment decisions with feedback from industry professionals on the Educational Investment Fund Board of Directors. A recent addition to the curriculum is student-managed bond portfolio, called the Educational Fixed-Income Fund (EFIF), which currently has a market value of about $1,000,000. Finance students also interact with industry through the Illinois State Students in Finance (ISSF) student organization and the Institute for Financial Planning and Analysis. Additionally, students participate in internship experiences, both locally and in major metropolitan areas.

THE RISK MANAGEMENT AND INSURANCE (RMI) MAJOR prepares students for careers in the insurance industry and in the field of risk management. The Katie School of Insurance and Risk Management was established in 1991 to help students in insurance interact with industry professionals through research projects, industry conferences, mentorships, Katie School alumni events, and visits to board member companies. The Katie School International Internship Program allows students to intern internationally in insurance markets including London, Bermuda, Zurich and Johannesburg with internship opportunities in many domestic locations as well. The student organization Gamma Iota Sigma provides a professional and social environment for students with community service events, engaged speakers, etiquette dinners, soft skill workshops, mock interviews and other enhancements. Other opportunities for students include Toastmasters to develop public speaking capabilities, the Katie School Certification in Leadership and Business Acumen Program to enrich skills and knowledge sought by industry, and the Ambassador program which sends RMI majors into high school classes to highlight careers and opportunities in the insurance industry. Additional high school outreach programs include the Midwest High School Scholars Analytics Academy, and the Redbird Risk Management Challenge.

THE KATIE SCHOOL also offers a wide array of programs to industry including the Insurance Executive Forum, the Lloyd’s of London Conducting Business in the U.S. Program, the Katie School Hall of Fame, the Katie School Innovation and Leadership Awards, the Katie School Symposium, the Katie School Golf Classic, and the Katie School Financial Regulators Program

The Department of Finance, Insurance, and Law thanks the following faculty members and staff that assisted in organizing this year’s awards.

HONORS TEAM

Eli Sherrill Associate

Min-Yu Liao Associate Professor

Katrin Varner Associate Professor

FINANCE, INSURANCE AND LAW

Kevin Ahlgrim Department Chairperson and Associate Professor

Department of Finance Insurance and Law

Sally Rowan Office Administrator

Department of Finance, Insurance and Law

FACULTY AND STAFF

Dr. Kevin Ahlgrim, FIL Department Chair

Jim Jones, Katie School Director

Debbie Babcock, Katie School Associate Director

Sally Rowan, Office Administrator

Danielle Cannon, FIL Academic Advisor

Mark Fauble, FIL Academic Advisor

Kathy Sims, FIL Academic Advisor

Christopher Tamm, Finance Internship Coordinator

Jim Jones, Insurance Internship Coordinator

Jill Bisco, Assistant Professor

Md Raihan Uddin Chowdhury, Instructional Assistant Professor

Darren Clerkin, Instructional Assistant Professor

Alan Cring, Instructional Assistant Professor

Jeffrey Hahn, Instructional Assistant Professor

Karen Hosack, Instructional Assistant Professor

Tom Howe, Professor

Vladimir Kotomin, Associate Professor

Min-Yu Liao, Associate Professor

Gunratan Lonare, Assistant Professor

Dalia Marciukaityte, Associate Professor

Kristen Nancarrow, Instructional Assistant Professor

Yayuan Ren, Associate Professor

Eli Sherrill, Associate Professor

Tice Sirmans, Assistant Professor

Christine Sullivan, Instructional Assistant Professor

Christopher Tamm, Associate Professor

Joseph Trefzger, Professor

Tim Trombley, Assistant Professor

Abhishek Varma, Associate Professor

Katrin Varner, Associate Professor

THE DEPARTMENT OF FINANCE, INSURANCE AND LAW 2023 AWARD WINNER STUDENT BIOGRAPHIES

Charlie Norman Outstanding Senior in Finance Award ENRIQUE AGUIRRE

Hometown: Libertyville, Illinois

Parents’ names: Martha Enriquez

Expected graduation date: May 2023 Major: Finance and Managerial Economics

Academic Honors Earned at ISU

Robert G. Bone Scholar (2022-2023) Honors Program (2020-Present) Dean’s List (2019-Present) Redbird Scholar (2019-Present)

Leadership Roles at ISU Vice President of Undergraduate Women in Economics (October 2021-Present)

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

I am a first-generation college student and the first in my family to graduate high school. I have also worked as a Research Assistant and Teaching Assistant for the Department of Economics.

Future Plans After Graduation

After a 12-week summer internship at AbbVie as an R&D FP&A intern, I will be returning to AbbVie full-time as a Finance Development Program Analyst after graduation.

2023 Outstanding Legal Environment of Business Student MICHAEL BAIRD

Hometown: Frankfort, Illinois

Parents’ names: Andrew and Angela Baird

Expected graduation date: May 2024

Major: Finance

Academic Honors Earned at ISU

Dean’s list Honors Program

Katie School of Insurance International Internship Recipient

Leadership Roles at ISU

College Of Business Lab Monitor

Community Involvement

O’Brien Mitsubishi

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Alpha Kappa Psi Professional Business Fraternity

Beta Gamma Sigma

Illinois State Students in Finance

Future Plans After Graduation

Attend Law School

Educational Fixed-Income Fund Scholarship COLLIN BOWLING

Hometown: Normal, Illinois

Parents’ names: Stephanie Aldrich

Expected graduation date: May 2023

Major: Finance

Academic Honors Earned at ISU

2022 Educational Fixed-Income Fund Scholarship Recipient

Dean’s List Fall 2020

Community Involvement Community Service with Boy Scouts of America

Other Campus Co-Curricular Involvement and/or Personal Accomplishments Data Management Intern at Stevenson Center

Future Plans After Graduation Begin a career in financial analysis

2023 Kevin Stevens – ClearPointe Financial Group Award KAITLIN BYRNE

Hometown: Chicago, IL

Parents’ names: Kevin and Annie Byrne

Expected graduation date: May 13, 2023

Major: Finance

Minor: Financial Planning, Risk Management and Insurance

Academic Honors Earned at ISU Transfer Scholarship 2020

Leadership Roles at ISU

During my junior year, I held a position as the Director of Treasury for Women in Business. I have also served as a mentor to multiple students throughout my time in Women in Business.

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Last summer, I completed an internship at Stifel Financial Corporation where I shadowed a professional financial advisor daily to grow an understanding of the cadence of the wealth management profession. I managed an array of responsibilities, completing anything from stock research to drafting financial plans for clients.

Future Plans After Graduation

After graduation, I will be joining my father’s team at Stifel Financial Corporation as a Client Service Associate. In my first few years after graduation, I plan to get my Certified Financial Planner (CFP) designation, as well as multiple licenses, including my Series 7 and Series 63. Following this, I plan on returning to school to obtain my Master of Business Administration (MBA) with a concentration in finance.

2023 Educational Investment Fund Scholarship

Lemont, Illinois

Parents’ names: Brian & Lisa Ferguson

Expected graduation date: May 2023

Major: Finance

Minor: Accountancy

Academic Honors Earned at ISU Illinois State University Dean’s List

4.0 Cumulative GPA

Leadership Roles at ISU

External Vice President – Acacia Fraternity

2020 – 2021

2021 – 2022

Vice President of Finance – Interfraternity Council

2020-2021

Community Involvement

8 hours of various community service events each semester

8 hours of philanthropic support/events each semester

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Beta Gamma Sigma member

Order of Pythagoras – Acacia Fraternity

Awarded April 2022

2023 Outstanding Junior in Insurance FRANKIE FERNEAU

Hometown: Frankfort, IL

Parents’ names: Judy and Bill Ferneau

Expected graduation date: May 2024

Major: Risk Management and Insurance Minor: Financial Planning

Academic Honors Earned at ISU Redbird Scholarship

Aim High Scholarship

Dean’s List Spring 2021-Fall 2022 Member of Beta Gamma Sigma Honors Society

Leadership Roles at ISU

Treasurer for Chi Omega Sorority, Director of Diversity, Equity, and Inclusion for Chi Omega Sorority, and Director of Recruitment and Outreach for Gamma Iota Sigma

Community Involvement

Volunteered at Midwest Food Bank and The Baby Fold

Participated in fundraising events for Make-A-Wish Illinois

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

NextGen Scholarship Recipient from CPCU Society

Student Advisory Council Member for Gamma Iota Sigma Grand Chapter

Future Plans After Graduation

I am not sure what after graduation has in store for me, but this summer I will be interning with Wholesale and Specialty Insurance Association (WSIA). I will be with Nationwide in Scottsdale, AZ for 5 weeks learning more about underwriting. Then I will be with ECC Insurance Brokers in Oakbrook, IL for 4 weeks learning more about brokerage. I am very excited to learn more about excess and surplus lines!

Jeff Secord

Outstanding Financial Planning Student award ALYSSA HADDING

Hometown: Gurnee, IL

Parents’ names: Christine and Mark Hadding

Expected graduation date: December 2023

Majors: Accounting, BS/MPA

Minor: Financial Planning

Academic Honors Earned at ISU

I am a proud honors student, a Redbird Scholar and was on the Dean’s list for my past four semesters. I was inducted into the international business honor society, Beta Gamma Sigma, in spring of 2021. I was also awarded the Mark and Linda Hauptman Endowed Scholarship recipient last spring.

Leadership Roles at ISU

Over these past few years at ISU, I have had the opportunity to serve as the philanthropy chair and treasurer for Student Accounting Society. Additionally, I was the treasurer for the professional business fraternity, Alpha Kappa Psi and was on the DEI committee to help further educate our chapter. I also am currently serving as the Vice President of Finance for AKPsi.

Community Involvement

I have had the wonderful experience of being able to volunteer and present for the Fall 2021 Special Olympics Illinois Leadership Academy, speaking on how to use presentation tools and social media effectively. I also help serve the local McLean county community with my AKPsi chapter, by volunteering at the Midwest Food bank and monthly Adopt-a-streets!

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

In addition to the RSOs on campus I have been involved in, I am in the Honors program

Future Plans After Graduation

My future plans involve sitting for both the CPA and CFP exam upon graduation next Fall. I hope to start taking a couple parts of the CPA exam this summer! My interest is to work for an international CPA firm in their wealth advisory practice which would allow me to best utilize my CPA and CFP certification.

2023 Charlie Norman Outstanding Junior in Finance

JOE HARRINGTON

Hometown: Roselle, IL

Parents’ names: Tom and Patty Harrington

Expected graduation date: Spring 2024 Majors: Finance and Accounting

Academic Honors Earned at ISU

Dean’s List Fall 2020 through Fall 2022

Bone Scholar Nomination – Finance, Insurance, and Law Department

Leadership Roles at ISU

President -Delta Sigma Pi

Professional Development Dinner Coordinator - Business Week

Vice President of Fundraising - Delta Sigma Pi

Community Involvement

Process Improvement Internship- COUNTRY Financial

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Macroeconomics Tutor- Julia N. Visor Center

Future Plans After Graduation

Pursue the CPA and a role working with financial institutions in the field of public accounting.

Finance, Insurance and Law Advisory Board Scholarship KURTIS HINRICHSEN

Hometown: Goodfield, IL

Parents’ names: Rod & Lynda Hinrichsen

Expected graduation date: Dec. 2023

Majors: Financial Accounting & Finance

Community Involvement

I assist Eureka High School as a volunteer cross country coach during the Fall.

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

In May 2021 I was awarded the Certificate of Service for my work as an assistant cross country coach for Eureka High School. Honestly, I don’t have many personal accomplishments, especially from ISU. I’m just a hard-working community banker that has a stand-up reputation within the community. On top of working 30 hours a week for Goodfield State Bank, I also attend ISU as a full time student.

Future Plans After Graduation

I currently work at Goodfield State Bank, and will continue to work in the banking industry following graduation. I am currently waiting for a response from the Office of the Comptroller of Currency (OCC) on a financial internship which could potentially lead into a bank examiner position (the last sentence does not necessarily need to be mentioned, but I’ve added I just in case).

2023 Finance Professional Excellence ERIC KNUDSEN

Hometown: Saint Charles Illinois

Parents’ names: Jen & Kris

Expected graduation date: Spring 2023 Majors: Finance & Business Administration

Academic Honors Earned at ISU

2022 Ron & Cathy Whitton Excellence in MQM award Redbird Scholar Recipient Dean’s List

Leadership Roles at ISU

Solar Car Racing Team Treasurer 2021-2022

Community Involvement

Involved in Encounter Campus Ministry

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

In 2017, I began operating my own business buying and selling cars. I managed the finances, created a following on social media where people can watch and interact with projects I’m working on.

Future Plans After Graduation

After graduation I will continue to work at New Hyde Park Alternative Funds in Wheaton, Illinois where I interned last summer. I will be working full-time as an Analyst and working towards my Financial Risk Manager certification and becoming certified in SQL.

COUNTRY Financial Distinguished Junior in Finance KARIM MASSARANI

Hometown: Franklin, Michigan

Parents’ names: Raed Massarani and Farah Massarani Expected graduation date: August 2023 Majors: Finance and RMI

Academic Honors Earned at ISU

College of Business Dean’s List

College of Business - Kenneth T. Sr. and Deborah A. Glover Endowed Scholarship Award CPCU Society NextGen Scholar

Leadership Roles at ISU

Beta Gamma Sigma International Business Honor Society: Vice President

Community Involvement

Gamma Iota Sigma Professional Risk Management and Insurance Fraternity: Active Member Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Achieved LinkedIn Learning Excel Associate: Microsoft Office Specialist Certification Obtained Collegiate Studies for CPCU certificate (For getting 2 CPCU course waivers based on academic performance + completing Ethics 312: Ethical Guidelines for CPCUs)

Future Plans After Graduation

My plan is to hopefully get a full-time position as an insurance underwriter or a financial/investments analyst after graduating. After that, I am aiming to get a Master’s Degree (either an MBA or a Master’s in something more quantitative like Finance or Computer Science) while being employed full-time so that my future employer can hopefully help pay for a portion of my educational costs.

2023 COUNTRY Financial Distinguished Senior in Finance LAUREN MONTAVON

Hometown: Oregon, IL

Parents’ names: Richard and Susan Montavon

Expected graduation date: May 2023

Majors: Finance and Risk Management/Insurance

Minor: Organizational Leadership

Academic Honors Earned at ISU

2021 FIL Futurity Award

Dean’s List

Honors Program

2022 COUNTRY Financial Distinguished Junior in Finance

Leadership Roles at ISU

Illinois State Students in Finance – Secretary (2020-2021)

Gamma Iota Sigma – Treasurer (2021-2022)

Beta Gamma Sigma – Secretary (2022-2023

Community Involvement

Volunteer at the Midwest Food Bank

Adopt-A-Street Volunteer

Write Cards to Nursing Homes and Hospitals

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Member of Alpha Kappa Psi

Member of Gamma Iota Sigma

Member of Beta Gamma Sigma

2022 IASC First Place Award Winner

Future Plans After Graduation

After I graduate, I am moving to Sheboygan, Wisconsin where I will be working for Acuity as a Commercial Underwriter!

2023 COUNTRY Financial Distinguished Senior in Finance RUDY MORR

Hometown: Chillicothe, IL

Parents’ names: Tara and Eric Morr

Expected graduation date: May 2023 Majors: RMI, Finance Minors: Economics, Mathematics

Academic Honors Earned at ISU

2022 Charlie Norman Outstanding Junior in Finance

2022 COUNTRY Financial Distinguished Junior in Finance

2022 FIREbird Undergraduate Research Grant Recipient

Certificate of Leadership and Business Acumen (CLBA)

Redbird Scholar

Illinois State University Honor’s Program

Dean’s List

Leadership Roles at ISU

Big Red Marching Machine Drum Captain

Gamma Iota Sigma Director of Recruiting and Outreach

Community Involvement

Mock interviews at Normal Community High School

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Beta Gamma Sigma

Illinois State Students of Finance

Future Plans After Graduation

I plan to attend graduate school and work towards a Ph.D. is RMI or economics. Following that, I plan to work as a professor in higher education (maybe even here at ISU).

2023 Joseph Trefzger Scholarship in Finance TIANA NOUD

Hometown: Palatine, IL

Parents’ names: Helga Noud and Raymond Smith

Expected graduation date: May 2023

Major: Finance

Minors: Financial Planning and Risk Management and Insurance

Academic Honors Earned at ISU

Cetera Caring Scholarship Recipient 2022

Fulfilling the Promise Scholarship Recipient 2022 Dean’s List Honoree

Leadership Roles at ISU

My junior year I held the Vice President of Finance Position for Women in Business after serving as Director of Fundraising my sophomore year at Illinois State. During my time in Women in Business I have also served as a mentor to peers in the organization.

This semester I worked on the DEI committee for Gamma Iota Sigma to accomplish an impactful event welcoming and engaging over 200 students across campus to learn about inclusion in the workplace.

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

The past two years I have been a part of the Prism Collegiate Competition competing against other universities, in our most recent competition Illinois State placed in the top three and was awarded money to enhance the Katie School for our efforts and success in the competition.

I have worked with IDEX completing an internship in Finance and Data Analytics apart of the IDEX Accelerated Management Potential enhancing my analytical skills and knowledge in the manufacturing finance industry.

Future Plans After Graduation

Upon graduation I will be joining Everest Re. apart of their rotational development program focusing on reinsurance development and risk mitigation in New Jersey. In a few years I hope to return to school to complete a master’s in business administration (MBA).

2023 COUNTRY Financial Distinguished Senior in Finance BROOKE ELYSE OGLESBEE

Hometown: Arlington Heights Parents’ names: Keith Oglesbee – father Expected graduation date: May 13th, 2023

Major: Finance

Academic Honors Earned at ISU

Dean’s List: Fall 2020, Fall 2022

Leadership Roles at ISU

Women in Business Mentor (Oct 2021 – Present) Director of Fundraising (May 2021-Dec 2021)

Sigma Sigma Sigma Webmaster chairwomen (Jan 2022-Dec 2021) Fundraising chairwomen (Jan 2021 – Dec 2022)

Community Involvement

Midwest Food Bank March of Dimes walk

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Women in Business (Jan 2021 – Present) Illinois State Students in Finance (Nov 2021 – Present) Sigma Sigma Sigma Sorority (Sept 2019 – Present)

Future Plans After Graduation

I accepted a full-time offer with Northern Trust in their Chicago office starting July of 2023. I will be an associate in their corporate finance rotational development program!

2023 COUNTRY Financial Distinguished Junior in Finance CONNOR RADA

Hometown: Lakemoor, IL

Parents’ names: Sharon & Joseph Rada

Expected graduation date: May 2024

Major: Finance

Academic Honors Earned at ISU Dean’s List, Fall 2022

Leadership Roles at ISU Vice President, Illinois State Students in Finance

Community Involvement

Volunteer at St. Bede Church, Ingleside, IL Election Judge, Lake County, IL Assist with Boy Scout Troop 679, Volo, IL

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Illinois State University Debate Team, State Champion in IPDA debate at state tournament, top three in numerous tournaments

Finance Development Program Intern, Whirlpool Corporation College of Lake County- Graduated with Summa Cum Laude distinction Phi Theta Kappa Honor Society member

Future Plans After Graduation

After graduation, I am planning on starting a career as a financial analyst.

2023 Outstanding Senior in Insurance NICOLE MARIANA SABIN

Hometown: Springfield, New Jersey

Parents’ names: Valerica & Paul Sabin

Expected graduation date: May 2023

Majors: Risk Management/Insurance & Finance

Academic Honors Earned at ISU

Redbird Scholarship (2019-Present), Redbird Risk Management Fund Program (2019), Delta Sigma Pi (2020-Present ), ISU Dean’s List (2020-Present), Toastmasters International (2020), Business Week Mentor (2021), AIG Scholarship (2021), COUNTRY Financial Scholarship (2021), Mark Loveall Scholarship (2021), Business Week Mentor (2022), RIMS Anita Benedetti Student Involvement Scholar (2022), Agency Management Competition Scholarship (2022), RT Specialty Scholarship (2022), Outstanding Junior of Risk Management & Insurance Scholarship (2022), J. Patrick Gallagher, Jr. Endowed Scholarship (2022), Gallagher Scholarship (2022), Andrew T. Nappi International Study Grant (2022), WSIA Education Foundation Scholarship (2022), RIMS New Jersey Chapter Scholarship (2022), Chicago RIMS Scholarship (2022), APIW Scholarship (2022)

Leadership Roles at ISU

Gamma Iota Sigma: President (May 2022-Present)

Vice President of Internal Affairs (May 2021-May 2022)

Business Week Mentor: 2021&2022

Toastmasters: Vice President of Public Relations (April 2020-December 2020)

Community Involvement

Head Sunday School Teacher at St. Sophia Orthodox Church (2019-2020): In charge of leading the Sunday School and creating events whether it is for the children or for their annual performances for different holidays.¬¬ I also participated in volunteering events through Gamma Iota Sigma and Delta Sigma Pi.

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Active Member of Delta Sigma Pi & Gamma Iota Sigma

CNA Project-Based Internship (2020), Student Researcher at Verisk Analytics (2020), Student Consultant at Innovation Consulting Community (2020-2021), Business Solutions Intern at SCOR (2021), Selective Agency Management Competition (2021 & 2022), WSIA Intern (2022)

Future Plans After Graduation

Post-graduation I will be working at Everest Reinsurance starting off in their 2023 Reinsurance Associate Development Program.

2023 Country Financial Futurity Award TYLER SCHECK

Hometown: Morton, Illinois

Parents’ names: Sheila and Will Scheck

Expected graduation date: Spring 2025

Major: Finance

Academic Honors Earned at ISU

Dean’s List Redbird Scholar Honors Program

Leadership Roles at ISU

Active GM in Professional business fraternity Pi Sigma Epsilon

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Tennis Club

Successful Shoe Reselling Business CEO of Workout Supplements Business “TNT Evolution”

Future Plans After Graduation

Get a career within the finance field

Hopefully running multiple side businesses and real estate properties

2023

Country Financial Distinguished Junior in Finance CAEL SCHINDLBECK

Hometown: Sandwich, IL

Parents’ names: Angela Smith & Bradley Schindlbeck

Expected graduation date: December 2023

Majors: General Finance & Managerial Economics

Academic Honors Earned at ISU

University Scholarship Recipient

Dean’s List (Fall 2020, Fall 2021, Fall 2022)

2022 COUNTRY Financial Futurity Award

Leadership Roles at ISU

Alpha Kappa Psi (Professional Business Fraternity) Positions - Service Chair, Treasurer

Community Involvement

While Service Chair I organized or helped initiate our chapter’s involvement in the community through events such as: Midwest Food Bank, Special Olympics Polar Plunge, Adopt-A-Streets

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Business Week Mentor/Mentee Program - In Spring 2022, I was a mentee in the business week program. Part-time Internship Year-Round (May 2022-Present) - I intern for TDS Telecommunications as a Billing Analyst Intern

Future Plans After Graduation

After graduation, I plan to start my career in Financial Planning and Analysis and eventually one day be a portfolio manager for an investment firm. I also plan to go to graduate school and receive my MBA.

2023 LaVerne Cox award ALI SCHROCK

Hometown: Pontiac, IL.

Parents’ names: Alan and Joanie Schrock

Expected graduation date: May 2023

Major: Finance Minors: Insurance, Financial Planning

Academic Honors Earned at ISU

2022 Robert G. Bone Scholarship Nominee (was not selected) – Finance, Insurance and Law Department

Illinois State University Dean’s List – 4.0 GPA

CoSIDA Third Team Academic All-American CoSIDA Academic All-District

Missouri Valley Conference Scholar-Athlete of the Year

Missouri Valley Conference Elite-17 Award

Leadership Roles at ISU

ISU Women’s Golf Team Captain – Junior and Senior Years

Student-Athlete Advisory Council - ISU Women’s Golf Representative (Fall 2020-Spring 2021)

Community Involvement

St. John’s Lutheran Church Music Worship Volunteer

Pontiac Junior Golf Clinic Volunteer Co-Instructor

Weibring GC Reggie Kids Clinic Student-Athlete Volunteer

Weibring Golf Fundraiser Student-Athlete Volunteer (Fall 2019, 2021)

Illinois State Athletics Notes for Nurses Student-Athlete Volunteer (Fall 2020)

Oakdale Elementary School Student-Athlete Mentor (Spring 2020) College Mentors for Kids (Spring 2020)

Lexington Elementary School Student-Athlete Volunteer (Spring 2020)

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Illinois State Women’s Golf Team (Division 1 Athlete)

Empower the Nest Athlete – Name, Image, Likeness Collective

Illinois State University Grassroots Writing Research Journal Program Author

Missouri Valley Conference Golfer of the Year – Spring 2022

WGCA All-American Scholar

Future Plans After Graduation

After graduation, I plan to pursue a master’s degree here at ISU while continuing to play on the women’s golf team.

The 2023 Jordan Styx Memorial Scholarship MATTHEW SETNAN

Hometown: Palatine, IL

Parents’ names: Jack & Julie Setnan

Expected graduation date: May of 2023

Majors: RMI & Finance Double Major

Academic Honors Earned at ISU

Recipient of Academic Scholarship

3rd Place Achievement in Selective Insurance’s College Competition (First Ever ISU Podium Finish)

Podium Finish in the 2022 Tableau Visual Data Analytics Competition

Leadership Roles at ISU

College of Business Senator in Illinois State’s Student Government Association

Director of Professional Development for Gamma Iota Sigma -Alpha Kappa Chapter

Illinois State University’s NCAA D1 Head Football Videographer

Community Involvement

Mentor in Business Week

Volunteer with Habitat for Humanity

Patient Care Volunteer at the Captain James A Lovell Federal Health Care Center

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Trip Leader with Illinois State Ski & Snow Club

Vice President for Turning Point USA at Illinois State

Treasurer for Mortar Board a National Senior Honors Society

Active Member in Illinois State Students in Finance & Real Estate Investment Club

Future Plans After Graduation

Continue my fascination in Risk Management & Insurance as an Account Specialist with Lockton Chicago starting June 5th, 2023

Finance, Insurance and Law Advisory Board Scholarship CARLY

VITELLARO

Hometown: Huntley, IL

Parents’ names: Paul and Aimee Vitellaro

Expected graduation date: May 2024

Major: Finance

Minor: Accounting

Academic Honors Earned at ISU

Dean’s List for all 5 semesters completed so far 4.0 GPA for 4/5 of those semester

Received the Aim High Scholarship

Received the Redbird Scholarship

Received the Legacy Scholarship

Leadership Roles at ISU

Served as Social Events Director for my sorority, Chi Omega, from August 2021 – December 2021 where I planned out events for the chapter

Served on the Executive Board, for my sorority, as Director of Programming, from January 2022 – December 2022, where I led a group of 10 individuals who had their own positions and assisted them with planning programming events for the chapter

Community Involvement

I have volunteered at the Midwest Food Bank, raised money and participated in events for Make-A-Wish Illinois, cleaned up garbage around campus, and wrote and sent holiday letters to the nursing homes and the baby fold

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

Member of Women in Business (RSO), joined Fall 2022, attend meetings once a week, participate in networking events, volunteering events, fundraisers, mentorships, and workshops

Member of Order of Omega Greek Honor Society, joined November 2022, focus on scholarship, leadership, and involvement on campus

Future Plans After Graduation

Hopefully working a corporate finance job with a great company!

EIF Scholarship and Presentation Award FRANCIS (HANK) WAGNER

Hometown: Chicago

Parents’ names: Mary Bunker, Frank Wagner

Expected graduation date: May 2023 Major: Finance

Academic Honors Earned at ISU Deans List Fall Semester 2022

Other Campus Co-Curricular Involvement and/or Personal Accomplishments Member of Acacia Fraternity

Future Plans After Graduation Get a job working in financial analysis

EIF scholarship RICHARD YOUNG

Hometown: Elmwood Park, IL

Parents’ names: Mary Expected graduation date: Summer 2023 Major: Finance

Academic Honors Earned at ISU

3.5 GPA

EIF scholarship award, runner up

Community Involvement

4 years being a part of the ISU Redbirds hockey team

Other Campus Co-Curricular Involvement and/or Personal Accomplishments

4 years being a part of the ISU Redbirds hockey team

Future Plans After Graduation FInd a job in my hometown area in banking

KATIE SCHOOL OF INSURANCE AND RISK MANAGEMENT

2022 AWARD WINNER

STUDENT BIOGRAPHIES

2023 Katie School Scholarship Recipient

Recipient Name: Mohammed Karim Mrani Alaoui

E-Mail: mmrania@ilstu.edu

Hometown: Fez, Morocco

Expected Graduation Date: May 2024

Major: Mathematics and Finance

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text. Officer or leadership role in other organizations Click here to enter text.

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 25 – Golf 101 ☒

August 30 – Why Insurance ☒

September 7 – 1st General Meeting ☒

September 9 – Gamma Picnic ☐

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 21 – Safety National Day Lunch ☒

September 21 – Milliman Presentation ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 10 – Amica Lunch & Learn ☒

October 12 – GenStar Lunch & Learn ☒

October 19 – BITCO Insurance Presentation ☒

October 21 – Gallagher and Zurich Headquarters Visit ☒

October 24 – Assurance Lunch & Learn ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 26 – Sompo Lunch & Learn ☒

November 2 – Claims Case Study and Lunch with Aon ☒

November 2 – GIS 3rd General Meeting ☒

November 29 – Cybersecurity Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 7 – Reinsurance Lunch & Learn with Gen Re ☒

December 7 – 4th General Meeting ☒

Other

Other Click here to enter text.

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

I represented Illinois State University in the Selective Insurance Case competition. After, 4 weeks of competing with 7 different colleges, Redbird Agency succeeded to maintain third place.

Community Involvement During College

Throughout my time in college, I have been actively involved in extracurricular activities that have allowed me to grow both personally and professionally. Specifically, I have been a member of Beta Gamma Sigma and Gamma Iota Sigma, two organizations that have been integral to my college experience. Beta Gamma Sigma is a business honors society that only admits the top 10% of students in the business college. Being a member of Beta Gamma Sigma has also given me access to exclusive networking opportunities. I have had the privilege of meeting with alumni who have achieved success in their careers and have been able to learn from their experiences. I have also been able to attend career fairs and workshops where I have met with recruiters and professionals from top companies in the industry. In addition to Beta Gamma Sigma, I am also a member of Gamma Iota Sigma, an insurance fraternity. As a member of this organization, I have been able to connect with other students who share my interest in the insurance industry. Through attending meetings and events, I have gained knowledge about the industry and have been able to develop relationships with professionals in the field. I have participated in case competitions, where I have had the opportunity to apply what I have learned in the classroom to real-world scenarios, among seven other Universities, my teammates and I representing Illinois State University were able to maintain third place. Overall, my involvement in Beta Gamma Sigma and Gamma Iota Sigma has been a significant part of my college experience. These organizations have provided me with opportunities to develop my leadership skills, gain practical experience, and make valuable connections in the business and insurance industries. I am grateful for the experiences I have had as a member of these organizations, and I look forward to continuing to grow both personally and professionally through my involvement in extracurricular activities.

Career Goals

In the next five years, I hope to graduate with a Summa Cum Laude honor distinction to not only make my parents proud but also be an example for future Gamma Iota Sigma members and secure my dream job which is becoming a Data Analyst in one of the biggest insurance companies. I would like to utilize my skillset in analyzing raw data to organize information, identify patterns, make correlations, and draw conclusions about the findings. I value all the assistance and help I received, which is why I will be looking forward to giving back to each individual or organization that played a role in my growth. After gaining some experience from my job, I will be looking forward to coming back to Gamma Iota Sigma as a speaker this time and doing my best to help future generations.

2023 Katie School Scholarship Recipient

Recipient Name: Karissa Barth

E-Mail: kjbart1@ilstu.edu

Hometown: Washburn, IL

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Expected Graduation Date: May 2024

Major: Actuarial Science

Officer or leadership role in other organizations Vice President of Indy-pendence Service Dogs RSO

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

September 6 – Actuarial RGA Presentation ☒

September 14 – Zurich Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 7 – Meet the Firms – Virtual ☒

October 24 – Assurance Lunch & Learn ☒

October 25 – Interview Prep with Zurich ☒

November 7 – Acuity Presentation ☒

November 10 – Board Game Club Social Night ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

Other

Other Click here to enter text.

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement Health Actuarial Internship with Humana in Summer 2022, Consulting Actuarial Internship with Pinnacle Actuarial Resources in Fall 2022 through Spring 2023, and upcoming Property and Casualty Actuarial Internship with Zurich in Summer 2023.

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed

Exam FM, Exam P, and University Earned Credit for Exam FAM-L

Community Involvement During College

I am Student trainer with Paws Giving Independence through Indy-pendence Service Dogs where I foster and train service dogs for their non-for-profit organization which allows the dogs to be placed to individuals free of charge.

Other Campus Involvement and Personal Accomplishments

Indy-pendence Service Dogs RSO Vice President and U.S. Figure Skating Bronze Appointment Judge Official

Career Goals

As an aspiring actuary one goal throughout my career is passing exams to obtain my fellowship. I desire to continue learning new skills and practices over the entirety of my career. I strive to do meaningful work and have an impact on the teams and companies I work at. I see myself as a strong leader and hope to one day take on a leadership role.

Recipient Name: Jack Berk

E-Mail: jdberk@ilstu.edu

2023 Katie School Scholarship Recipient

Expected Graduation Date: May 2023

Hometown: Carpentersville, IL Major: Risk Management / Insurance & Finance

Leadership Roles

Officer Role in Gamma Iota Sigma - Vice President of Internal AffairsClick here to enter text.

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 26 – Katie School Alumni/Student Golf Outing ☒

August 30 – Why Insurance ☒

August 31 – Festival ISU ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 15 – Introduction to Conference Etiquette ☒

September 20 – WSIA Presentation ☒

September 20 – Catastrophe Modeling Presentation ☒

September 22 – Chicagoland Risk Forum ☒

October 5 – GIS 2nd General Meeting ☒

October 5 – ISU Fall Career Fair ☒

October 18 – Bake Sale Fundraiser ☒

October 26 – Brokerage 101 ☒

November 7 – Acuity Presentation ☒

November 10 – Board Game Club Social Night ☒

November 14 – DEI Chat - Virtual ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – 4th General Meeting ☒

Gamma Mentorship Program ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

I was a Gallagher sales intern during the summer of 2021. Public and Nonprofit, Aviation, Specialty Lines, and Commercial Lines were some of the lines that I was able to learn during my time with Gallagher. I was also a WSIA Intern during the summer of 2022 with Great American Insurance Group and Burns and Wilcox. During my time with these companies, I was able to learn more about the Excess and Surplus lines industry and learn what I wanted to do after college! It was a very rewarding internship, and I couldn’t have been more thankful to have found and learned about WSIA through the Katie School. I have also accepted a position with Markel as an Underwriting Trainee starting in the summer of 2023! Looking forward to the future!

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed

I have successfully obtained the 2 CPCU waivers by completing and passing FIL 350 and FIL 355 with a B or higher.

Community Involvement During College

First, I will talk about the Midwest Food Bank. I have been actively donating to and helping the Midwest food bank through multiple organizations here on campus throughout my college career. I have also volunteered at the Ronald McDonald House in Springfield in the past which was an awesome opportunity, and I cannot wait do it again in the future. I have also been actively giving back to military family’s by writing them cards through Gamma Iota Sigma.

Other Campus Involvement and Personal Accomplishments

I achieved 1st place in Gallagher’s Regional Sales Competition in the summer of 2021. I was also selected to attend the WSIA Annual Marketplace in San Diego California as a top 10 intern in the program. I had an awesome experience shadowing Brokers and Underwriters for 3 days and learning much more about the industry. I am heavily involved in Delta Sigma Pi (Professional Business Fraternity) which I have been a part of since the Fall of 2019. I have also been involved with Business week as both a Mentee and a Mentor over my time at ISU. Both have been rewarding experiences, but I truly enjoyed being a mentor to an underclassman and being able to walk them through a few helpful tips that I have learned throughout my time at ISU!

Career Goals

Some career goals that I have include obtaining my CPCU and multiple other insurance designations, along with becoming a senior underwriter and then eventually becoming a manager.

2023 Katie School Scholarship Recipient

Recipient Name: Greg Coffman

E-Mail: Gwcoff1@ilstu.edu

Expected Graduation Date: May 2023

Hometown: Western Springs Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma Actuarial Liaison Officer or leadership role in other organizations Actuarial Liaison

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 22 – Actuarial Freshman Social ☒

August 26 – Katie School Alumni/Student Golf Outing ☒

August 31 – Festival ISU ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 13 – How to Get a Job Presentation ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Safety National Info Session ☒

September 19 – Cigna Presentation ☒

September 21 – Safety National Day Lunch ☒

September 21 – Milliman Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 7 – Meet the Firms – Virtual ☒

October 12 – GenStar Lunch & Learn ☒

October 15 – Katie School Alumni Tailgate ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 25 – Interview Prep with Zurich ☒

October 26 – What are Insurtechs? ☒

November 2 – Claims Case Study and Lunch with Aon ☒

November 2 – GIS 3rd General Meeting ☒

November 10 – Board Game Club Social Night ☒

November 15 – Alpha Kappa Birthday Celebration ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 29 – Cybersecurity Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 7 – Reinsurance Lunch & Learn with Gen Re ☒

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Other

Other Click here to enter text.

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Actuarial Internship at OneAmerica, Actuarial Internship at RGA

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed

Passed FM, P, IFM, STAM, & SRM

Thrive Peer Mentor

Community Involvement During College

Other Campus Involvement and Personal Accomplishments

Actuarial Club – General Officer (Spring 2021-Spring 2022), Actuarial Liaison (Fall 2022-Spring 2023)

Career Goals

Upon graduating from college, Greg would like to gain a deeper understanding of the health insurance industry. Additionally, he hopes to attain his FSA in five years.

2023 Katie School Scholarship Recipient

Recipient Name: Sebastian Czerwinski

E-Mail: sczerwi@ilstu.edu

Hometown: Wauconda, IL

Officer Role in Gamma Iota Sigma Member

Expected Graduation Date: May 2023

Major: Actuarial Science

Leadership Roles

Officer or leadership role in other organizations CAS Student Central Ambassador – Actuarial Club, Lead Tutor –Math Tutoring Club

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 22 – Actuarial Freshman Social ☒

August 30 – Why Insurance ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 9 – Gamma Picnic ☒

September 12 – Resume and LinkedIn Workshop ☒

September 13 – Pinnacle Beyond the Classroom☒

September 13 – How to Get a Job Presentation ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 20 – WSIA Presentation ☒

September 20 – Catastrophe Modeling Presentation ☒

September 21 – Milliman Presentation ☒

September 21- Fall Internship Fair ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – GIS 2nd General Meeting ☒

October 11 – Disney World Risk Manager Chat ☒

October 15 – Katie School Alumni Tailgate ☒

October 26 – What are Insurtechs? ☒

November 2 – GIS 3rd General Meeting ☒

Gamma Groups ☒

Certificate of Leadership & Business Acumen ☐

Industry Research Project ☐

Toastmasters ☐

Other

Other CAS Annual Conference in Minneapolis (11/68)

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Risk Management Intern at A.T. Kearney (SU 21), Actuarial Intern at Pinnacle Actuarial Resources (8/21 – 5/22), Actuarial Intern at COUNTRY Financial (5/22 – present)

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

CPCU 551, Exam FM, Exam P, Exam MAS-I

Community Involvement During College

Math Tutoring Club – coordinating training for new and current tutors, Actuarial Club – communicating any news from the CAS regarding the P&C side of the actuarial profession

Other Campus Involvement and Personal Accomplishments

Winner of the Visual Analytics Competition for Business Insights, Spencer Scholarship recipient (2 times), Creating technical skills workshops in Excel and VBA, Mentoring aspiring actuaries

Career Goals

I aspire to achieve the Fellowship of Casualty Actuarial Society (FCAS) designation, as well CPCU, MAAA, CERA designations. At some point, I hope to do a master’s degree related to mathematics or insurance. Once I retire from my profession, I would like to come back to school as a teacher and guide aspiring actuaries. Also, I would like to be a mentor and help other students become successful.

2023 Katie School Scholarship Recipient

Recipient Name: Tyler Deters

E-Mail: tjdeter@ilstu.edu, tjdeters5@gmail.com

Hometown: Teutopolis, IL

Expected Graduation Date: May 2023

Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations Click here to enter text.

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 31 – Festival ISU ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 20 – DP Dough Fundraiser ☒

September 28 – Meet the Firms - Actuarial ☒

October 5 – GIS 2nd General Meeting ☒

October 18 – Bake Sale Fundraiser ☒

November 2 – GIS 3rd General Meeting ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

Certificate of Leadership & Business Acumen ☒

Industry Research Project ☐

Toastmasters ☐

Other

Other Click here to enter text.

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Valuation Actuarial Intern at Reinsurance Group of America (RGA) from Jan 2021 – Dec 2021 & Personal Lines

Actuarial Intern at COUNTRY Financial from May 2022 – Present

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

SOA Exam FM & Exam P

Community Involvement During College

SOA Exam FM Tutoring Club – Head Tutor/Founder, Math Tutoring Club – Tutor, Professor Liaison, St. John Paul II Catholic Newman Center – Head Sacristan/Team Leader on retreats/help setting up for events, Gamma Iota Sigma –Clean the Quad/past Midwest Foodbank volunteering, St. Vincent de Paul Food Pantry – Volunteering to help distribute food and organize the pantry

Other Campus Involvement and Personal Accomplishments

Click here to enter text.

Career Goals

Become an Associate of the Casualty Actuarial Society by 2027.

2023 Katie School Scholarship Recipient

Recipient Name: D’Andre Dogan

E-Mail: dadogan@ilstu.edu

Hometown: South Beloit, IL

Expected Graduation Date: Fall 2023

Major(s): Business Management Entrepreneurship, Risk Management Insurance

Leadership Roles

Officer Role in Gamma Iota Sigma Director of Diversity, Equity, Inclusion

Officer or leadership role in other organizations N/A

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 25 – Golf 101 ☒

August 26 – Katie School Alumni/Student Golf Outing ☒

September 1 – Peoria Chiefs Baseball Game with RLI ☒

September 7 – 1st General Meeting ☒

September 9 – Gamma Picnic ☒

September 12 – Resume and LinkedIn Workshop ☒

September 13 – How to Get a Job Presentation ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 19 – Safety National Info Session ☒

September 20 – WSIA Presentation ☒

September 21 – Safety National Day Lunch ☒

September 22 – Chicagoland Risk Forum ☒

September 26 – Pekin Insurance Interview Prep ☒

September 28-1 – GIS 51st Annual Conference ☒

October 12 – GenStar Lunch & Learn ☒

October 19 – BITCO Insurance Presentation ☒

October 21 – Gallagher and Zurich Headquarters Visit ☒

October 24 – Assurance Lunch & Learn ☒

November 3 – Katie School Executive Risk Forum ☒

November 14 – DEI Chat - Virtual ☒

Kappa Birthday Celebration ☒

Lunch & Learn ☒

Lunch ☒

November 29 – Cybersecurity

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager

Panel ☒

Certificate of Leadership & Business Acumen ☒

Other: 25th Annual National African American Insurance Association Conference in Baltimore, MD

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry

Involvement Risk Management intern for Crown Company Industries, Inc (subsidiary of Henry Crown & Company) in Chicago, IL for the summer of 2022.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed Click here to enter text.

Community Involvement During College

Member of RSOs: Business ACUMEN, Sports Marketing Students Association

Other Campus Involvement and Personal Accomplishments

Team participant of the Selective Case Competition for years 2022 & 2023. (Received 4th and 3rd place, respectively)

Career Goals

I aspire to become a devoted insurance professional. I have a great interest in both business management and risk management. I would like to start a career in underwriting. Eventually, I would like to become a manager in a risk management department.

2023 Katie School Scholarship Recipient

Recipient Name: Paul Dunlap

E-Mail: pdunla3@ilstu.edu

Expected Graduation Date: December 2023

Hometown: Big Rock Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations General Office of the Actuarial Club

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 22 – Actuarial Freshman Social ☒

August 31 – Festival ISU ☒

September 1 – Peoria Chiefs Baseball Game with RLI ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 9 – Gamma Picnic ☒

September 13 – How to Get a Job Presentation ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 21 – Milliman Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – GIS 2nd General Meeting ☒

October 7 – Meet the Firms – Virtual ☒

October 11 – Disney World Risk Manager Chat ☒

October 12 – GenStar Lunch & Learn ☒

October 24 – Gallagher Reinsurance Presentation ☒

November 2 – Claims Case Study and Lunch with Aon ☒

November 2 – GIS 3rd General Meeting ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – 4th General Meeting ☒

Industry Research Project ☒

Other

Other Click here to enter text.

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Currently, I intern at Milliman Chicago Casualty. Over the summer will participate in the Katie School International Internship in Bermuda. Previous intern at Allianz Life and RGA.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

I have passed 2 actuarial exams.

Community Involvement During College

I am volunteer through math tutoring club, which tutors people in general education.

Other Campus Involvement and Personal Accomplishments

I did an ICC project looking at Social Inflation and the drivers behind it.

Career Goals

I want to receive my FCAS. Become either a VP at carrier or principal at consulting company and provide mentorship to the next generation of insurance profession.

2023 Katie School Scholarship Recipient

Recipient Name: Frankie Ferneau

E-Mail: fgferne@ilstu.edu

Hometown: Mokena, IL

Expected Graduation Date: May 2024

Major: Risk Management and Insurance

Leadership Roles

Officer Role in Gamma Iota Sigma: Director of Recruitment and Outreach Officer or leadership role in other organizations: Student Advisory Council Member for Gamma Iota Sigma Grand Chapter and Director of Diversity, Equity, and Inclusion for Chi Omega Sorority

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 11-12 – GIS Leadership Symposium ☒

August 25 – Golf 101 ☒

August 26 – Katie School Alumni/Student Golf Outing ☒

August 30 – Why Insurance ☒

August 31 – Festival ISU ☒

September 1 – Peoria Chiefs Baseball Game with RLI ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 15 – Introduction to Conference Etiquette ☒

September 19 – Safety National Info Session ☒

September 20 – WSIA Presentation ☒

September 20 – DP Dough Fundraiser ☒

September 21 – Safety National Day Lunch ☒

September 22 – Chicagoland Risk Forum ☒

September 28-1 – GIS 51st Annual Conference ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 10 – Amica Lunch & Learn ☒

October 11 – Disney World Risk Manager Chat ☒

October 12 – GenStar Lunch & Learn ☒

October 15 – Katie School Alumni Tailgate ☒

October 18 – Bake Sale Fundraiser ☒

October 19 – BITCO Insurance Presentation ☒

October 21 – Gallagher and Zurich Headquarters Visit ☒

October 24 – Assurance Lunch & Learn ☒

October 25 – Interview Prep with Zurich ☒

October 26 – Sompo Lunch & Learn ☒

October 26 – Brokerage 101 ☒

November 1-3 – NRRA 2022 National Conference ☒

November 3 – Katie School Executive Risk Forum ☒

November 7 – Acuity Presentation ☒

November 14 – J Krug & Associates Lunch & Learn ☒

November 14 – DEI Chat - Virtual ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 29 – Cybersecurity Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Tie-Blanket Making for the Humane Society ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – Reinsurance Lunch & Learn with Gen Re ☒

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Other

Other Click here to enter text.

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Student Member of CPCU and RIMS This summer I will be interning with WSIA (Wholesale & Specialty Insurance Association). I will be in Scottsdale, AZ for 5 weeks interning with Nationwide E&S in the underwriting department. Then I will be in Oakbrook, IL for 4 weeks interning with ECC Insurance Brokers and learning about brokerage

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed

Click here to enter text.

Community Involvement During College

Midwest Food Bank Volunteer, The Baby Fold Volunteer, Make-A-Wish fundraising events, and Clean Our Street

Other Campus Involvement and Personal Accomplishments

I am a member of Chi Omega Sorority. I have been on the executive board for the past two years serving as Treasurer and now DEI Chair. I am a member of the Beta Gamma Sigma Honors Society and was also nominated as a NextGen Scholar by the CPCU Society.

Career Goals

I hope to pursue a career in underwriting either in the excess and surplus lines industry or reinsurance.

Recipient Name: Colin Glass

E-Mail: ctglas1@ilstu.edu

Hometown: Yorkville, IL

2023 Katie School Scholarship Recipient

Expected Graduation Date: May 2024

Major: Risk Management/Insurance & Finance

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations Pledge Education Chair – Delta Sigma Pi (Fall 2022)

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 25 – Golf 101 ☒

August 26 – Katie School Alumni/Student Golf Outing ☒

August 30 – Why Insurance ☒

September 7 – 1st General Meeting ☒

September 9 – Gamma Picnic ☒

September 21 – Safety National Day Lunch ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 10 – Amica Lunch & Learn ☒

October 11 – Disney World Risk Manager Chat ☒

October 12 – GenStar Lunch & Learn ☒

October 18 – Bake Sale Fundraiser ☒

October 19 – BITCO Insurance Presentation ☒

October 21 – Gallagher and Zurich Headquarters Visit ☒

October 24 – Assurance Lunch & Learn ☒

October 26 – Sompo Lunch & Learn ☒

October 26 – Brokerage 101 ☒

November 2 – GIS 3rd General Meeting ☒

November 7 – Acuity Presentation ☒

November 10-12- CPCU In2Risk Conference ☐

November 14 – J Krug & Associates Lunch & Learn ☒

November 15 – Alpha Kappa Birthday Celebration ☒

November 29 – Cybersecurity Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – Reinsurance Lunch & Learn with Gen Re ☒

December 7 – 4th General Meeting ☒

Other

WSIA Atlanta Symposium

Other Click here to enter text.

Internships in Insurance, other Relevant work Experience or Relevant Insurance

BITCO Insurance Companies – Summer 2022 Underwriting Intern, WSIA Intern Summer 2023

Industry Involvement

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

Click here to enter text.

Click here to enter text.

Community Involvement During College

Other Campus Involvement and Personal Accomplishments

Professional Co-Ed Business Fraternity Delta Sigma Pi, Dean’s list x2

Career Goals

Upon graduation, I am looking to go into underwriting likely in the E&S space. I want to obtain my CPCU designation within 5 years of graduation and help figure out the best ways to write emerging risks in the industry.

2023 Katie School Scholarship Recipient

Recipient Name: Jacob Gordon

E-Mail: jagord3@ilstu.edu

Expected Graduation Date: Dec 2023

Hometown: Aurora Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma None

Officer or leadership role in other organizations Vice President of Resources- Math Tutoring Club

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 13 – How to Get a Job Presentation ☒

September 14 – CNA Day Lunch ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 21 – Milliman Presentation ☒

September 24 – Clean Our Street ☒

September 27 – ICC Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 5 – GIS 2nd General Meeting ☒

October 11 – Disney World Risk Manager Chat ☒

November 2 – GIS 3rd General Meeting ☒

November 4 – State Farm Headquarters Visit ☒

November 10 – Board Game Club Social Night ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 29 – Cybersecurity Lunch & Learn ☒

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Other

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Actuarial Internship with OneAmerica (Summer 2023)- In this internship, I will be helping price and valuate life insurance policies, as well as assisting full-time actuaries with other financial analysis. 2022 ISU Visual Analytics Competition (Feb - Apr 2022) – In this competition, I performed an analysis of claim trends in Tableau using real workers’ compensation data and presented the results of the analysis to insurance industry representatives CAS Student Central Summer Program (Summer 2021)- In this program, I learned about actuarial concepts including reserving methods, the ratemaking process, and data visualization through various seminars, exercises, and workbooks. Additionally, I analyzed and solved a simulation of a real-life actuarial problem using Excel with a team of several people in a case competition.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

FM (Apr 2021) P (Jul 2021) FAM-L (Dec 2022- University Earned Credit) Community Involvement During College

GIS/Actuarial Club Volunteering Activities- Clean Up Our Street, Clean Up the Quad, Tie-Blanket Making, Habitat for Humanity, Smithsonian Museum (Mar 2020 – Dec 2021)- I assisted the Smithsonian by transcribing archived historical documents, such as the Project PHaEDRA astronomical notebooks, to a digital format, as well as by reviewing and correcting the transcriptions of other volunteers. Notetaker, Illinois State University Student Access and Accommodation Services (Sept 2021 – Dec 2021)- In this role, I recorded detailed notes and uploaded them to an online database for a student who required accommodations for a class we were both taking.

Other Campus Involvement and Personal Accomplishments

Math Tutoring Club Vice President of Resources, Illinois State University (Nov 2021 – Present) - As Vice President of Resources, I am responsible for creating, managing, and optimizing the club’s electronic resources (which currently consist of the club Google Drive and all documents contained therein). Additionally, I collect club statistics like attendance and survey ratings to compile for a monthly newsletter for teachers. I also continue to act as a tutor for students in the MAT 120 (Finite Mathematics) class, offering aid for any problems they have issues with and helping them master the underlying concepts of the class.

Career goals

My career goal is to gain my Associateship with the Society of Actuaries within 4 years of graduation. This will be accomplished by timely completion of all requirements, which include exams, modules, and VEEs (Validations by Educational Experience, which the ISU Actuarial Science major curriculum is designed to fulfill). I also aim to get a job as an actuary in a life insurance company in the Chicagoland area, as this kind of job would best fit my current career path and is in a location I am familiar with.

2023 Katie School Scholarship Recipient

Recipient Name: Carley Habing

E-Mail: crhabin@ilstu.edu

Hometown: Teutopolis, IL

Expected Graduation Date: May 2025

Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations: General Officer in the Actuarial Science Club

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 22 – Actuarial Freshman Social ☒

August 31 – Festival ISU ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 9 – Gamma Picnic ☒

September 13 – Pinnacle Beyond the Classroom☒

September 13 – How to Get a Job Presentation ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 20 – DP Dough Fundraiser ☒

September 21 – Milliman Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – GIS 2nd General Meeting ☒

October 7 – Meet the Firms – Virtual ☒

October 15 – Katie School Alumni Tailgate ☒

October 18 – Bake Sale Fundraiser ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 26 – What are Insurtechs? ☒

November 2 – GIS 3rd General Meeting ☒

November 15 – Alpha Kappa Birthday Celebration ☒

December 1 – Tie-Blanket Making for the Humane Society ☒

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Other

Other Click here to enter text.

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

I was an actuarial admin intern at RGA from June to October of this year. At RGA, I worked in their system treaties department. This summer, I will be at CNA insurance as an actuarial intern.

Insurance Licensing and Professional Designations Exam Parts Completed

or Passed Exam FM (SOA)

Community Involvement During College

I volunteer at soup supper benefits for a women and children’s shelter when I am home, and I also mentor an actuarial student. I am also on a committee that is planning a Midwestern Actuarial Conference.

Other Campus Involvement and Personal Accomplishments

I am a general officer for the actuarial club, and I was an actuarial tutor in the fall semester. I am an active member in Gamma Iota Sigma. Two of my biggest accomplishments are that I passed my first actuarial exam, and my internship manager chose to use a presentation I made in a large department meeting. I also achieved my CLBA this semester.

Career Goals

I hope to pass many actuarial exams so that I can meet the needed credentials to be a Fellow of the Casualty Actuarial Society. After gaining experience as a P&C actuary, I would love to become a mathematics/actuarial professor.

2023 Katie School Scholarship Recipient

Recipient Name: Olivia Harmison

E-Mail: olharmi@ilstu.edu

Hometown: Mount Zion IL

Expected Graduation Date: December 2025

Major: Risk Management and Insurance

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations Treasurer of Chi Omega Sorority

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

This Summer I will have an internship at State Farm, working in the Property and Casualty Claims area.

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed

Click here to enter text.

Community Involvement During College

I am involved in Chi Omega sorority and Women in Business. Through these organizations I work many fundraisers and do community service events to benefit Make-A-Wish Illinois, and support breast cancer.

Click here to enter text.

Other Campus Involvement and Personal Accomplishments

Career Goals

I hope to have a full-time job lined up for after college graduation, and hopefully be able to move out of Illinois! I eventually want to go back to school and receive a master’s degree in risk management, all while taking Insurance exams to broaden my knowledge of the Insurance Industry.

2023 Katie School Scholarship Recipient

Recipient Name: Tyler Jenkins

E-Mail: twjenk1@ilstu.edu

Expected Graduation Date: May 2023

Hometown: Streator, IL Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma 2020-2021 Actuarial Liaison

Officer or leadership role in other organizations 2020-2021 Actuarial Liaison for Actuarial Club / 2021-2022

Actuarial Club President / 2022-2023 Actuarial Club Vice President of Social Relations

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 22 – Actuarial Freshman Social ☒

August 25 – Golf 101 ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 12 – Resume and LinkedIn Workshop ☒

September 13 – How to Get a Job Presentation ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 20 – WSIA Presentation ☒

September 21 – Safety National Day Lunch ☒

September 21 – Milliman Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – GIS 2nd General Meeting ☒

October 11 – Disney World Risk Manager Chat ☒

October 12 – GenStar Lunch & Learn ☒

October 24 – Assurance Lunch & Learn ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 25 – Interview Prep with Zurich ☒

October 26 – What are Insurtechs? ☒

November 2 – Claims Case Study and Lunch with Aon ☒

November 2 – GIS 3rd General Meeting ☒

November 14 – J Krug & Associates Lunch & Learn ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

Certificate of Leadership & Business Acumen ☒

Other

RIMS Risk Management Challenge

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Since the summer after my Freshman Year, I have worked for State Farm either in their Life/Health Actuarial Department or their Property & Casualty Actuarial Department. I have previously held internship on the Long-Term Care Pricing and Asset/Liability Management Teams. More recently, I transitioned into the Property & Casualty Department where I have worked on both Homeowners and Auto Pricing Teams for the past couple years.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

Passed 6 Actuarial Exams (FM/2, P/1, IFM/3F, MAS-I, MAS-II, and Exam 5)

Community Involvement During College

Volunteered with Gamma Iota Sigma – helped build a house with Habitat for Humanity, packaged food with Midwest Food Bank, assisted with clearing out old vegetable beds at Active Bloomington Gardens, volunteered in our Pen Pal Program, helped clean the YMCA classrooms, and wrote thank you cards to military service members.

Other Campus Involvement and Personal Accomplishments

Heavily involved in the Actuarial Club and Gamma Iota Sigma on Campus.

Career Goals

My goal is to continue to learn about the actuarial profession and work through the difficult credentialing process after graduation as I begin to work full-time in the State Farm Property & Casualty Actuarial Department. I am pursuing the P&C side of insurance so I can work alongside my brother, who is also an actuary.

Recipient Name: Katie Johnson

E-Mail: kjloh15@ilstu.edu

2023 Katie School Scholarship Recipient

Expected Graduation Date: May 2025

Hometown: Watertown, WI Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma Director of Fundraising Officer or leadership role in other organizations Actuarial Science Club – General Officer

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

Actuarial Freshman Social ☒

August 25 – Golf 101 ☒

September 1 – Peoria Chiefs Baseball Game with RLI ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 12 – Resume and LinkedIn Workshop ☒

September 13 – How to Get a Job Presentation ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 20 – DP Dough Fundraiser ☒

September 21 – Milliman Presentation ☒

September 24 – Clean Our Street ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 10 – Amica Lunch & Learn ☒

October 12 – GenStar Lunch & Learn ☒

October 15 – Katie School Alumni Tailgate ☒

October 18 – Bake Sale Fundraiser ☒

October 24 – Assurance Lunch & Learn ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 26 – What are Insurtechs? ☒

November 2 – Claims Case Study and Lunch with Aon ☒

November 2 – GIS 3rd General Meeting ☒

November 3 – Industry Day with the Central Illinois CPCU ☒

November 10 – Board Game Club Social Night ☒

November 15 – Alpha Kappa Birthday Celebration ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Tie-Blanket Making for the Humane Society ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – Reinsurance Lunch & Learn with Gen Re ☒

December 7 – 4th General Meeting ☒

December 8 – Movie Night Social ☒

Certificate of Leadership & Business Acumen ☒

Industry Research Project ☒

Internships in Insurance, Other Relevant Work Experience, or Relevant Insurance Industry Involvement

I have an actuarial internship for the upcoming summer with Zurich in Schaumburg, IL on the property/casualty side of the industry.. This spring, however, I was a part of the ICC project researching “Factors Affecting Liability Claims Variability,” and last year a partner and I won the Tableau Visual Analytics Competition for Business Insights.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

I have passed actuarial exams Financial Math and Probability, as well as the exam for the first online CAS course: Risk Management and Insurance Operations.

Community Involvement During College

Midwest Food Bank, Habitat for Humanity, street clean-ups, writing cards for military members and their families, and tying blankets for animal shelters, Spread the Magic, Indy-pendence Service Dogs, and Student Environmental Action Coalition

Other Campus Involvement and Personal Accomplishments

I am a General Officer this year and will be Secretary/Treasurer next year for the Actuarial Club. As an extension of the club, I am a mentor to students who are new to the actuarial program; additionally, I tutor a group for MAT 280 (Financial Mathematics). This spring, I got involved with the actuarial-oriented ICC industry project mentioned above. I am also employed by ISU as a TA Grader for IT 356. I am a member of University Band on campus.

Career Goals

Academically, pass the three online CAS courses, as well as MAS-I and MAS-II before I graduate. Eventually become a fellow of the CAS. In the meantime, build my technical skills with coding languages and other software. Professionally, earn another internship and secure a job before I graduate. Be the best person, student, and professional that I can be.

2023 Katie School Scholarship Recipient

Recipient Name: Karim Massarani

E-Mail: kmassar@ilstu.edu

Hometown: Franklin, MI

Expected Graduation Date: May 2023

Major: Finance and RMI

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations: Vice President of Beta Gamma Sigma

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 30 – Why Insurance ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 12 – Resume and LinkedIn Workshop ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 19 – Safety National Info Session ☒

September 21 – Safety National Day Lunch ☒

September 21- Fall Internship Fair ☒

September 27 – ICC Presentation ☒

October 10 – Amica Lunch & Learn ☒

October 11 – Disney World Risk Manager Chat ☒

October 12 – GenStar Lunch & Learn ☒

October 18 – Bake Sale Fundraiser ☒

October 21 – Gallagher and Zurich Headquarters Visit ☒

October 24 – Assurance Lunch & Learn ☒

October 25 – Interview Prep with Zurich ☒

October 26 – Sompo Lunch & Learn ☒

November 2 – Claims Case Study and Lunch with Aon ☒

November 2 – GIS 3rd General Meeting ☒

November 4 – State Farm Headquarters Visit ☒

November 7 – Federated Insurance with BGS ☒

November 14 – DEI Chat - Virtual ☒

November 15 – Alpha Kappa Birthday Celebration ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – 4th General Meeting ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

I interned as an Express (small commercial) Underwriter with Liberty Mutual over this past summer, where I learned a lot about risk appetites, quoting insurance applications, and building relationships with independent agents. In addition, I worked alongside a fellow intern on an internship project where we used Excel PivotTables and Tableau to analyze new business sales data through measurements like flow, quote ratio, hit ratio, and issued premium across different lines of business in several important states in the North Central region. We presented our project to the region’s team managers and Underwriting Director during the last week of our internship, and many of them were so intrigued by our work that they asked us to delve deeper and investigate more specific details in their respective territories.

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed Collegiate Studies for CPCU certificate obtained (For completing Ethics 312: Ethical Guidelines for CPCUs and getting two collegiate course waivers based on academic performance for CPCU 520 and CPCU 551)

Community Involvement During College

I organized and set up volunteer events with Midwest Food Bank for our Beta Gamma Sigma chapter.

Other Campus Involvement and Personal Accomplishments

I am currently serving as the vice president of the ISU chapter of Beta Gamma Sigma, which is an international business honor society that only accepts the top business undergraduate and graduate students. In my role as vice president, I help the president and the rest of the executive board communicate with members, generate ideas, plan and organize events, and collaborate with other RSOs and local organizations in the aim of motivating business majors at ISU to excel both inside and outside of the classroom. This year, I believe that we as a BGS executive board succeeded in accomplishing our main goals, which were raising awareness about our BGS chapter and increasing involvement amongst active members.

Career Goals

My goal following graduation is to get a full-time role as a commercial underwriter at a well-established regional or national insurance carrier. After that, I want to work on obtaining my CPCU designation and getting a Master’s degree, both of which will make me more well-regarded in the industry and open up new opportunities for me to pursue in my professional career. Eventually, my dream is to become the CFO or CEO of an insurance company sometime before I retire.

2023 Katie School Scholarship Recipient

Recipient Name: Zack Mazariegos

E-Mail: zhmazar@ilstu.edu

Hometown: Downers Grove, IL

Leadership Roles

Expected Graduation Date: May 2025

Major: Risk Management and Insurance

Officer Role in Gamma Iota Sigma: Incoming Diversity and Equity Officer Officer or leadership role in other organizations None

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 30 – Why Insurance ☒

September 7 – 1st General Meeting ☒

September 12 – Resume and LinkedIn Workshop ☒

September 19 – Safety National Info Session ☒

September 20 – WSIA Presentation ☒

September 20 – Catastrophe Modeling Presentation ☒

September 21 – Safety National Day Lunch ☒

September 27 – ICC Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 10 – Amica Lunch & Learn ☒

October 12 – GenStar Lunch & Learn ☒

October 24 – Assurance Lunch & Learn ☒

October 26 – Sompo Lunch & Learn ☒

November 2 – GIS 3rd General Meeting ☒

November 14 – J Krug & Associates Lunch & Learn ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – Reinsurance Lunch & Learn with Gen Re ☒

December 7 – 4th General Meeting ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement Lakeview Insurance Agency (2019-2022) and Pekin Insurance (Summer 2023)

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed

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Community Involvement During College

Other Campus Involvement and Personal Accomplishments

Career Goals

For my career goals, I hope the internships I obtain during my time at ISU help me narrow down what I want to do in the field. Whether it be claims, underwriting or something else, I hope to find a place in the industry that best fits me. I want to give back to the world and hope to accomplish that by working in the insurance field.

2023 Katie School Scholarship Recipient

Recipient Name: Lauren Montavon

E-Mail: lamont1@ilstu.du

Expected Graduation Date: May 2023

Hometown: Oregon, IL Major: Finance and RMI

Leadership Roles

Officer Role in Gamma Iota Sigma: Treasurer of Gamma Iota Sigma (2021-2022)

Officer or leadership role in other organizations: Secretary of Beta Gamma Sigma

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 25 – Golf 101 ☒

August 26 – Katie School Alumni/Student Golf Outing ☒

August 31 – Festival ISU ☒

September 1 – Peoria Chiefs Baseball Game with RLI ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 19 – Safety National Info Session ☒

September 20 – IUMI Conference ☒

September 20 – Catastrophe Modeling Presentation ☒

September 20 – DP Dough Fundraiser ☒

September 21 – Safety National Day Lunch ☒

September 22 – Chicagoland Risk Forum ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 10 – Amica Lunch & Learn ☒

October 12 – GenStar Lunch & Learn ☒

October 18 – Bake Sale Fundraiser ☒

October 24 – Assurance Lunch & Learn ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 26 – Brokerage 101 ☒

November 2 – Claims Case Study and Lunch with Aon ☒

November 2 – GIS 3rd General Meeting ☒

November 7 – Federated Insurance with BGS ☒

November 15 – Alpha Kappa Birthday Celebration ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 29 – Cybersecurity Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – 4th General Meeting ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement Internship with COUNTRY Financial in their Auto department as a Personal Lines Underwriter for the Summer 2022 summer and 2022-2023 school year.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

CPCU 551

Community Involvement During College

Adopt-A-Street, making cards for nursing homes/hospitals, Midwest Food Bank, Junior Achievement Program

Other Campus Involvement and Personal Accomplishments

Gamma Iota Sigma member, Alpha Kappa Psi member, Beta Gamma Sigma member, FIL Futurity Award, IASC Scholarship, Oregon Rotary Scholarship, Honors Program and Deans List

Career Goals

Post-graduation I have accepted a job with Acuity as a Commercial Underwriter in Sheboygan, Wisconsin!

Recipient Name: Rudy Morr

E-Mail: awmorr@ilstu.edu

2023 Katie School Scholarship Recipient

Expected Graduation Date: May 2023

Hometown: Chillicothe, IL Major: RMI and Finance

Leadership Roles

Officer Role in Gamma Iota Sigma Director of Recruiting and Outreach

Officer or leadership role in other organizations Drum Captain of the Big Red Marching Machine

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 26 – Katie School Alumni/Student Golf Outing ☒

August 31 – Festival ISU ☒

September 1 – Peoria Chiefs Baseball Game with RLI ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 14 – CNA Day Lunch ☒

September 19 – Cigna Presentation ☒

September 20 – WSIA Presentation ☒

September 20 – DP Dough Fundraiser ☒

September 21 – Safety National Day Lunch ☒

September 22 – Chicagoland Risk Forum ☒

September 24 – Clean Our Street ☒

September 27 – ICC Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 11 – Disney World Risk Manager Chat ☒

November 2 – GIS 3rd General Meeting ☒

November 3 – Industry Day with the Central Illinois CPCU ☒

November 4 – State Farm Headquarters Visit ☒

November 10-12- CPCU In2Risk Conference ☒

November 15 – Alpha Kappa Birthday Celebration ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Summer 2022 Corporate Credit Loan Review Intern at Morton Community Bank

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

CPCU Property Insurance, CPCU Insurance Company Operations, CPCU Ethics

Community Involvement During College

Mock interviews at Normal Community High School

Other Campus Involvement and Personal Accomplishments

Big Red Marching Machine Drum Captain, Gamma Iota Sigma Director of Recruiting and Outreach, 2022 FIREbird

Undergraduate Research Grant Recipient, Illinois State University Honor’s Program

Career Goals

I plan to attend graduate school and work towards a Ph.D. is RMI or economics. Following that, I plan to work as a professor in higher education (maybe even here at ISU).

Recipient Name: Tiana Noud

E-Mail: tmnoud1@ilstu.edu

Hometown: Palatine, IL

2023 Katie School Scholarship Recipient

Expected Graduation Date: May 2023

Major: Finance

Minor: Risk Management and Insurance & Financial Planning

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations Click here to enter text.

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 30 – Why Insurance ☒

August 31 – Festival ISU ☒

September 20 – DP Dough Fundraiser ☒

September 21- Fall Internship Fair ☒

October 5 – ISU Fall Career Fair ☒

Other

2022 NAAIA National Conference: Baltimore, Maryland & DEI Event Committee

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

• The past two years I have been a part of the Prism Collegiate Competition competing against other universities, in our most recent competition Illinois State placed in the top three and was awarded money to enhance the Katie School for our efforts and success in the competition.

• I have worked with IDEX completing an internship from May 2022 – Present, in Finance and Data Analytics apart of the IDEX Accelerated Management Potential enhancing my analytical skills and knowledge in the manufacturing finance industry.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

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Community Involvement During College

My junior year I held the Vice President of Finance Position for Women in Business after serving as Director of Fundraising my sophomore year at Illinois State. During my time in Women in Business I have also served as a mentor to peers in the organization. This semester I worked on the DEI committee for Gamma Iota Sigma to accomplish an impactful event.

Other Campus Involvement and Personal Accomplishments

• Selective Collegiate Competition: 2022 and 2023 * 3rd Place for 2023

• Cetera Caring Scholarship Recipient 2022

• Fulfilling the Promise Scholarship Recipient 2022

• Dean’s List Honoree

Career Goals

Upon graduation I will be joining Everest Re. apart of their rotational development program focusing on reinsurance development and risk mitigation in New Jersey. In a few years I hope to return to school to complete a master’s in business administration (MBA).

2023 Katie School Scholarship Recipient

Recipient Name: Emma Ongman

E-Mail: eeongm1@ilstu.edu

Expected Graduation Date:

May 2026 Hometown: Springfield, Illinois Major: Actuarial Sciences

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations Click here to enter text.

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 22 – Actuarial Freshman Social ☒

August 30 – Why Insurance ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 12 – Resume and LinkedIn Workshop ☒

September 13 – Pinnacle Beyond the Classroom ☒

September 13 – How to Get a Job Presentation ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 20 – Catastrophe Modeling Presentation ☒

September 21 – Milliman Presentation ☒

September 24 – Clean Our Street ☒

September 27 – ICC Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – GIS 2nd General Meeting ☒

October 7 – Meet the Firms – Virtual ☒

October 11 – Disney World Risk Manager Chat ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 26 – What are Insurtechs? ☒

November 2 – GIS 3rd General Meeting ☒

December 1 – Tie-Blanket Making for the Humane Society ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

I have accepted an offer from State Farm to be a Life/Health Actuary over the Summer of 2023.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed N/A

Community Involvement During College

Through Gamma Iota Sigma I have helped clean the streets of Normal, Illinois. I also tutor children whose families would not be able to afford tutoring outside of school.

Other Campus Involvement and Personal Accomplishments

I am a part of the actuarial club and Gamma Iota Sigma. I am also a recipient of the Orlyn Edge Scholarship, the Life Lessons Scholarship, Redbird Scholarship, Shelter Insurance Scholarship, and I am also a State Farm Scholar.

Career Goals

I hope to obtain a job upon graduation, specifically with State Farm here in Bloomington, Illinois. I also would like to pass at least three actuarial exams before I graduate from Illinois State University. While I am a student here, I plan on having leadership positions to grow my leadership skills further.

2023 Katie School Scholarship Recipient

Recipient Name: Sejal Pamnani

E-Mail: sapamna@ilstu.edu

Expected Graduation Date: May, 2024

Hometown: Toronto, ON Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma: Secretary

Officer or leadership role in other organizations: Actuarial Club: VP of Volunteering

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 22 – Actuarial Freshman Social ☒

August 26 – Katie School Alumni/Student Golf Outing ☒

August 31 – Festival ISU ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 13 – Pinnacle Beyond the Classroom☒

September 13 – How to Get a Job Presentation ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Safety National Info Session ☒

September 19 – Cigna Presentation ☒

September 20 – Catastrophe Modeling Presentation ☒

September 20 – DP Dough Fundraiser ☒

September 21 – Safety National Day Lunch ☒

September 21 – Milliman Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 7 – Meet the Firms – Virtual ☒

October 11 – Disney World Risk Manager Chat ☒

October 12 – GenStar Lunch & Learn ☒

October 18 – Bake Sale Fundraiser ☒

October 24 – Assurance Lunch & Learn ☒

October 24 – Gallagher Reinsurance Presentation ☒

November 2 – GIS 3rd General Meeting ☒

November 3 – Industry Day with the Central Illinois CPCU ☒

November 4 – State Farm Headquarters Visit ☒

November 14 – DEI Chat - Virtual ☒

November 14 – LinkedIn 101 ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 29 – Cybersecurity Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Tie-Blanket Making for the Humane Society ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Humana Actuarial Internship – May 2022 – August 2022; Pinnacle Actuarial Resources Internship – August 2022December 2022

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

Actuarial Exams: FM, P

Community Involvement During College

I mainly volunteer through GIS and the Actuarial Club.

Other Campus Involvement and Personal Accomplishments

I participated in the Innovation Consulting Community where I had the opportunity to write a Risk Management article about facial recognition technology.

Career Goals

I aspire to become a P&C Actuary. I really enjoy predictive modeling and risk management. My dream job would incorporate modeling, risk management, and actuarial work. I am currently studying for my third exam (MAS-I). I aim to complete my ACAS and FCAS in the next 6-7 years.

2023 Katie School Scholarship Recipient

Recipient Name: Jennifer Quezada

E-Mail: jqueza4@ilstu.edu

Expected Graduation Date: May 13th 2023

Hometown: Wheeling, IL Major: Risk Management & Insurance

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations Click here to enter text.

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 11-12 – GIS Leadership Symposium ☒

August 22 – St. Louis RIMS Chapter Golf Outing ☒

September 7 – 1st General Meeting ☒

September 9 – Gamma Picnic ☒

September 20 – WSIA Presentation ☒

September 21 – Safety National Day Lunch ☒

September 22 – Chicagoland Risk Forum ☒

September 27 – ICC Presentation ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 5 – ISU Fall Career Fair ☒

October 10 – Amica Lunch & Learn ☐

October 12 – GenStar Lunch & Learn ☒

October 18 – Bake Sale Fundraiser ☒

October 21 – Gallagher and Zurich Headquarters Visit ☒

October 24 – Assurance Lunch & Learn ☒

November 2 – GIS 3rd General Meeting ☒

November 9-11 – PLUS Conference ☒

November 15 – Alpha Kappa Birthday Celebration ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Tie-Blanket Making for the Humane Society ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – 4th General Meeting ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Customer Service representative since December of 2017 to present

Career Goals

-Further develop my professional skills in the excess and surplus lines

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed Licensed property and casualty producer Community Involvement During College
Involvement
Accomplishments
Other Campus
and Personal

2023 Katie School Scholarship Recipient

Recipient Name: Daniel R. Rodriguez

E-Mail: drrodr2@ilstu.edu

Expected: Graduation Date: Spring 2023

Major: International Business and Risk Management & Insurance

Hometown: South Beloit

Leadership Roles

Officer Role in Gamma Iota Sigma Vice President of Student Affairs

Officer or leadership role in other organizations Delta Sigma Pi- IBFC Chair

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 11-12 – GIS Leadership Symposium ☒

August 25 – Golf 101 ☒

August 26 – Katie School Alumni/Student Golf Outing ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 12 – Resume and LinkedIn Workshop ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 15 – Introduction to Conference Etiquette ☒

September 19 – Safety National Info Session ☒

September 19 – Cigna Presentation ☒

September 20 – WSIA Presentation ☒

September 21 – Safety National Day Lunch ☒

September 22 – Chicagoland Risk Forum ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 10 – Amica Lunch & Learn ☒

October 11 – Disney World Risk Manager Chat ☒

October 12 – GenStar Lunch & Learn ☒

October 15 – Katie School Alumni Tailgate ☒

October 24 – Assurance Lunch & Learn ☒

October 26 – Sompo Lunch & Learn ☒

November 2 – GIS 3rd General Meeting ☒

November 3 – Katie School Executive Risk Forum ☒

November 3 – Industry Day with the Central Illinois CPCU ☒

November 7 – Acuity Presentation ☒

November 14 – J Krug & Associates Lunch & Learn ☒

November 14 – DEI Chat - Virtual ☒

November 14 – LinkedIn 101 ☒

November 15 – Alpha Kappa Birthday Celebration ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 29 – Cybersecurity Lunch & Learn ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – Reinsurance Lunch & Learn with Gen Re ☒

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Lockton (Summer)- Risk Management Intern; Lockton (Winter) Emerging Risk Intern

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

None as of Yet, have completed two sections of the CPCU exam from Insurance courses taken

Community Involvement During College

Delta Sigma Pi, Gamma Iota Sigma, Alpha Psi Lambda; many community service events and gatherings around our local community.

Other Campus Involvement and Personal Accomplishments

IMUA Award winner, 3rd place winner in Selective Insurance Case Competition. Delta Sigma Pi executive board leader, Gamma Iota Sigma Executive board leader

Career Goals

Currently enrolled in Sompo International Underwriting Trainee Program for a full-time offer. Wish to grow and excel in the insurance industry in hopes to take my knowledge abroad.

Recipient Name: Nicole Sabin

E-Mail: nmsabin@ilstu.edu

2023 Katie School Scholarship Recipient

Expected Graduation Date: May 2023

Major: Risk Management/Insurance & Finance

Hometown: Springfield, New Jersey

Leadership Roles

Officer Role in Gamma Iota Sigma: President (May 2022-Present), Vice President of Internal Affairs (May 2021-May 2022)

Officer or leadership role in other organizations: Vice President of Public Relations at Toastmasters International (April 2020-December 2020)

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 11-12 – GIS Leadership Symposium ☒

August 25 – Golf 101 ☒

August 26 – Katie School Alumni/Student Golf Outing ☒

August 30 – Why Insurance ☒

August 31 – Festival ISU ☒

September 1 – Peoria Chiefs Baseball Game with RLI ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 12 – Resume and LinkedIn Workshop ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 15 – Introduction to Conference Etiquette ☒

September 19 – Safety National Info Session ☒

September 20 – WSIA Presentation ☒

September 20 – DP Dough Fundraiser ☒

September 21 – Safety National Day Lunch ☒

September 22 – Chicagoland Risk Forum ☒

September 26 – Pekin Insurance Interview Prep ☒

September 27 – ICC Presentation ☒

September 28-1 – GIS 51st Annual Conference ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 10 – Amica Lunch & Learn ☒

October 11 – Disney World Risk Manager Chat ☒

October 12 – GenStar Lunch & Learn ☒

October 15 – Katie School Alumni Tailgate ☒

October 18 – Bake Sale Fundraiser ☒

October 19 – BITCO Insurance Presentation ☒

October 21 – Gallagher and Zurich Headquarters Visit ☒

October 24 – Assurance Lunch & Learn ☒

October 25 – Interview Prep with Zurich ☒

October 26 – Sompo Lunch & Learn ☒

October 26 – Brokerage 101 ☒

November 2 – Claims Case Study and Lunch with Aon ☒

November 2 – GIS 3rd General Meeting ☒

November 4 – State Farm Headquarters Visit ☒

November 7 – Acuity Presentation ☒

November 7 – Federated Insurance with BGS ☒

November 10-12- CPCU In2Risk Conference ☒

November 14 – J Krug & Associates Lunch & Learn ☒

November 14 – DEI Chat - Virtual ☒

November 14 – LinkedIn 101 ☒

November 15 – Alpha Kappa Birthday Celebration ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 29 – Cybersecurity Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Tie-Blanket Making for the Humane Society ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – Reinsurance Lunch & Learn with Gen Re ☒

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

CNA Project-Based Internship (2020), Student Researcher at Verisk Analytics (2020), Student Consultant at Innovation Consulting Community (2020-2021), Business Solutions Intern at SCOR (2021), Selective Agency Management Competition (2021 & 2022), WSIA Intern (2022), Community Involvement During College

Head Sunday School Teacher at St. Sophia Orthodox Church (2019-2020), Business Week Mentor (2021 & 2022)

Other Campus Involvement and Personal Accomplishments

Fluent in Romanian, Redbird Risk Management Fund Program (2019), Redbird Scholarship (2019-Present), Delta Sigma Pi (2020-Present), ISU Dean’s List (2020-2021), Toastmasters International (2020), Business Week Mentor (2021 & 2022), Career Goals

In 5 years, I see myself working at a reinsurance company or a wholesale brokerage firm in the New York City area or somewhere around the world. I also want to work toward obtaining some of the insurance industry designations and to get involved with post-graduate insurance organizations, such as the Gamma Iota Sigma Alumni Chapter in the area that I will reside in. Working abroad is something else I would love to experience in my career as well.

2023 Katie School Scholarship Recipient

Recipient Name: Matthew Setnan

E-Mail: mjsetn1@ilstu.edu

Hometown: Palatine, IL

Expected Graduation Date: May of 2023

Major: RMI & Finance

Leadership Roles

Officer Role in Gamma Iota Sigma: Director of Professional Development Officer or leadership role in other organizations: College of Business Senator in ISU’s Student Government Association, Business Week - Mentor, Red Tassel Mortar Board – Treasurer, Barron’s Group - Student Ambassador, Illinois State Ski & Snow – Club President/Trip Leader, ISU’s NCAA FCS Head Football Videographer

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 25 – Golf 101 ☒

August 26 – Katie School Alumni/Student Golf Outing ☒

August 31 – Festival ISU ☒

September 1 – Peoria Chiefs Baseball Game with RLI ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 12 – Resume and LinkedIn Workshop ☒

September 13 – How to Get a Job Presentation ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 15 – Introduction to Conference Etiquette ☒

September 15 – One America Presentation ☒

September 19 – Safety National Info Session ☒

September 20 – WSIA Presentation ☒

September 20 – Catastrophe Modeling Presentation ☒

September 21 – Safety National Day Lunch ☒

September 21- Fall Internship Fair ☒

September 22 – Chicagoland Risk Forum ☒

September 26 – Pekin Insurance Interview Prep ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 5 – ISU Fall Career Fair ☒

October 10 – Amica Lunch & Learn ☒

October 11 – Disney World Risk Manager Chat ☒

October 12 – GenStar Lunch & Learn ☒

October 15 – Katie School Alumni Tailgate ☒

October 18 – Bake Sale Fundraiser ☒

October 19 – BITCO Insurance Presentation ☒

October 24 – Assurance Lunch & Learn ☒

October 25 – Interview Prep with Zurich ☒

October 26 – Sompo Lunch & Learn ☒

October 26 – Brokerage 101 ☒

November 1-3 – NRRA 2022 National Conference ☒

November 3 – Katie School Executive Risk Forum ☒

November 4 – State Farm Headquarters Visit ☒

November 7 – Acuity Presentation ☒

November 10 – Board Game Club Social Night ☒

November 14 – LinkedIn 101 ☒

November 15 – Alpha Kappa Birthday Celebration ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 29 – Cybersecurity Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 1 – Tie-Blanket Making for the Humane Society ☒

December 1 – Chicago Cubs & St. Louis Cardinals Risk Manager Panel ☒

December 7 – Reinsurance Lunch & Learn with Gen Re ☒

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Part-Time District Manager with Primerica, Internship Experience as an Agency Specialist with State Farm, Internship Experience as a Financial Professional Sales Intern with The Heartland Group (THG Financial Strategies), Relevant Insurance Industry Involvement with In-Field and HQ training for Arthur J. Gallagher’s Job Shadow Program

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed

Illinois Life Insurance Producers License Community Involvement During College

Habitat For Humanity Volunteer, Member of the Reading is Leading initiative through Mortar Board, College of Business Senator for ISU’s Student Government Association

Other Campus Involvement and Personal Accomplishments

Illinois State Students in Finance – Active Member, Real Estate Investment Club – Active Member, 3- Time

Vietnam2Now Scholarship Recipient Awarded by the Treasurer, 3rd Place Podium Finish with Selective Insurance’s Agency Management Simulation, Attending Professional Sales Institute Events

Career Goals: Start with Lockton Companies on June 5th of 2023 and begin to learn technical skill sets through a service-oriented broker focused insurance role. Continue to grow my industry knowledge and gain expertise through effective communication driving the growth of my network

2023 Katie School Scholarship Recipient

Recipient Name: Luke Stachowski

E-Mail: luke.stachowski@gmail.com

Expected Graduation Date: May 2023

Hometown: Fenton, MO Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations Vice President of Industry Relations – Actuarial Club

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 25 – Golf 101 ☒

August 30 – Why Insurance ☒

August 31 – Festival ISU ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 13 – How to Get a Job Presentation ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 21 – Milliman Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – Travelers Day Lunch ☒

October 5 – GIS 2nd General Meeting ☒

October 7 – Meet the Firms – Virtual ☒

October 15 – Katie School Alumni Tailgate ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 26 – Brokerage 101 ☒

November 2 – GIS 3rd General Meeting ☒

November 4 – State Farm Headquarters Visit ☒

November 16 – Captives 101 with Zurich Lunch & Learn ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 7 – 4th General Meeting ☒

Certificate of Leadership & Business Acumen ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Actuarial Intern - Cigna, Actuarial Intern - RGA

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed

Exam FM, Exam P, Exam IFM, Exam STAM, Exam FAM-L, Exam SRM

Community Involvement During College

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Career Goals

Other Campus Involvement and Personal Accomplishments

Become an FSA, work for a global company, continue making connections, and become a mentor for future actuaries.

2023 Katie School Scholarship Recipient

Recipient Name: Elizabeth Stremming

E-Mail: eistre1@ilstu.edu, lizziestrem@gmail.com Expected Graduation Date: May 2023

Hometown: Mahomet, IL Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations President of the Math Tutoring Club and Secretary/Treasurer of the Actuarial Club

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 22 – Actuarial Freshman Social ☒

August 30 – Why Insurance ☒

August 31 – Festival ISU ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 13 – How to Get a Job Presentation ☒

September 14 – CNA Day Lunch ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 20 – Catastrophe Modeling Presentation ☒

September 21 – Milliman Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 11 – Disney World Risk Manager Chat ☒

October 18 – Bake Sale Fundraiser ☒

October 25 – Interview Prep with Zurich ☒

November 2 – GIS 3rd General Meeting ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Marketing and IT Department Intern at Corn Belt Energy Summer 2021, Actuarial Intern at Humana Summer of 2022, Actuarial Intern at Pinnacle Actuarial Resources Fall 2022 and Spring 2023

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

Exam #1/P, Exam #2/FM for SOA and CAS

Community Involvement During College

-Math Tutoring Club, President, Fall 2020-Spring 2023, Communicate with new and old tutors and students interested in joining the club, provide tutoring on a volunteer basis to students in MAT 113 and 120

-Financial Mathematics Tutor, Tutor, Fall 2021, provided tutoring on a volunteer basis to students in MAT 280 and helped them passed Exam #2/FM

Other Campus Involvement and Personal Accomplishments

Illinois State University Actuarial Club (Secretary/Treasurer) August 2020-Present, CPCU Loman Financial Aid Scholarship March 2022, Illinois State Redbird Scholar August 2020,2021,2022, Harry, John, and Catherine Smysor Scholarship, and State Seal of Biliteracy Spanish

Career Goals

One of my immediate goals is to continue to make progress towards obtaining my ACAS (Associate in Casualty Actuarial Society) and then my FCAS (Fellowship). I have already accepted a full-time position upon graduation which will be located within our local area. Because I will be living and working in the local Bloomington/Normal community I plan to be able to remain an active part of the local insurance industry as well as being a proud alumni of Illinois State University’s Actuarial Science program and the Katie School of Insurance. I have a goal of continuing to look for ways that I can give back and help the following generations of students get involved and informed about the amazing opportunities ISU and Bloomington/Normal have to provide. I will get involved in outreach programs through my employer that allow me to come back to the University or into local high schools to share my new knowledge with students that are learning about insurance for the first time. I plan to continue to build a strong support system with the amazing connections that I have gained throughout my education including through Gamma Iota Sigma and the Actuarial Club.

2023 Katie School Scholarship Recipient

Recipient Name: Fernando Esai Villanueva

E-Mail: fevilla@ilstu.edu

Expected Graduation Date: May 2024

Hometown: Chicago, Illinois Major: Finance and RMI

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations: Delta Sigma Pi Professional Business Fraternity

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

October 12 – GenStar Lunch & Learn ☒

October 24 – Gallagher Reinsurance Presentation ☒

Other: Selective Insurance Case Competition

November 3 – Katie School Executive Risk Forum ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

Competed within the Selective Insurance Case Competition, working with a team of other Katie School students against RMI programs of 7 other nationwide universities. Competition was a 4 weeklong process where each team had to revive a dying brokerage agency within a simulation.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

N/A

Community Involvement During College

Only got involved with Gamma Iota Sigma fall semester of 2022. Had the opportunity to go to meetings and seminars within the College of Business here and then also was able to attend the Katie School Executive Risk Forum in Chicago with my peers. Got to meet people from plenty of companies and learn more about the industry in the future.

Other Campus Involvement and Personal Accomplishments

Involved with Delta Sigma Pi, a professional business fraternity that only has business majors as members. We learn about polishing our professional skills, such as participating in mock interviews and holding seminars about working on your resume and LinkedIn. We also hold community service events, such as working with Ronald McDonald House and fundraising events that go to our chapter and other charities.

Career Goals

As someone who recently just became involved in the industry, I have a broad desire to look into becoming an insurance underwriter or an actuary. I feel that both compliment who I am as a worker, and how prepared I will be in the future. I want to be able to use everything I learned as a finance major and an RMI major in the same career.

2023 Katie School Scholarship Recipient

Recipient Name: Jabari Rashad Washington

E-Mail: jrwash4@ilstu.edu

Hometown: Algonquin, IL

Expected Graduation Date: May 2023

Major: Actuarial Science

Leadership Roles

Officer Role in Gamma Iota Sigma Click here to enter text.

Officer or leadership role in other organizations President- Actuarial Club, Treasurer- Math Tutoring Club

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 22 – Actuarial Freshman Social ☒

September 6 – Actuarial RGA Presentation ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 13 – How to Get a Job Presentation ☒

September 14 – Zurich Presentation ☒

September 15 – One America Presentation ☒

September 19 – Cigna Presentation ☒

September 20 – Catastrophe Modeling Presentation ☒

September 21 – Milliman Presentation ☒

September 28 – Meet the Firms - Actuarial ☒

October 3 – State Farm Presentation ☒

October 5 – GIS 2nd General Meeting ☒

October 12 – GenStar Lunch & Learn ☒

October 15 – Katie School Alumni Tailgate ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 26 – What are Insurtechs? ☒

Certificate of Leadership & Business Acumen ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

State Farm (Summer 2020 & Summer 2022): Actuarial intern in both life/heath and property/casualty side of insurance. Pinnacle Actuarial Resources (school year internship 20/21, 21/22, 22/current): Actuarial intern working on property casualty side of insurance. Reinsurance Group of America (Summer 2021): Actuarial intern working on the life/health side of insurance.

Insurance Licensing and Professional Designations—Exam Parts Completed or Passed

Actuarial Exams: FM, P, IFM, MAS-I, MAS-2

Community Involvement During College

Math Tutoring Club (Spring 2020-current) -Treasurer: Tutor students 2-4 hours a week. Put on final review session at the end of the semester. As treasurer I apply for funds, budget for the year, track spending, and handle reimbursement requests from members who spend money for club items.

Actuarial Club (Fall 2019-Current)-President: Manage club calendar and organize events. Mentor students enrolled in mentorship program. Help other officers with tasks that are assigned to them. Reach out to industry professionals to present to club members. Create presentations to present to members of the club.

Other Campus Involvement and Personal Accomplishments

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Career Goals

• Become an essential employee at my place of work

• Pass all of my actuarial exams, receive my FCAS

• Learn more every week I go into work.

2023 Katie School Scholarship Recipient

Recipient Name: Megan Whitney

E-Mail: Mjwhitn@ilstu.edu

Expected Graduation Date: May 2023

Hometown: Elmhurst IL Major: Actuarial Science with minors in RMI and Business Admin

Leadership Roles

Officer Role in Gamma Iota Sigma: Treasurer

Officer or leadership role in other organizations: Student Leader for Encounter Campus Ministries

Katie School/Gamma Iota Sigma Events and Industry Involvement – Fall 2022

Please check the following activities in which you participated in the fall semester:

August 31 – Festival ISU ☒

September 7 – 1st General Meeting ☒

September 8 – Cards for Military Families ☒

September 9 – Gamma Picnic ☒

September 13 – How to Get a Job Presentation ☒

September 14 – CNA Day Lunch ☒

September 28-1 – GIS 51st Annual Conference ☒

October 3 – State Farm Presentation ☒

October 5 – GIS 2nd General Meeting ☒

October 15 – Katie School Alumni Tailgate ☒

October 18 – Bake Sale Fundraiser ☒

October 21 – Gallagher and Zurich Headquarters Visit ☒

October 24 – Gallagher Reinsurance Presentation ☒

October 25 – Interview Prep with Zurich ☒

October 26 – Sompo Lunch & Learn ☒

November 4 – State Farm Headquarters Visit ☒

November 30 – Portillo’s Risk Manager Visit Lunch ☒

December 7 – 4th General Meeting ☒

Gamma Mentorship Program ☒

Certificate of Leadership & Business Acumen ☒

Internships in Insurance, other Relevant work Experience or Relevant Insurance Industry Involvement

I interned with State Farm Life Company this past summer as an actuarial intern and have extended that internship through the school year. Prior to my time at State Farm, I interned virtually for CNO Financial Group also as an actuarial intern. I have also been a Spencer Scholar for the past 2 years, maintaining active participation in the insurance industry.

Insurance Licensing and Professional Designations Exam Parts Completed or Passed

I passed exams FM, P, SRM, and FAM. I’m planning to sit for ALTAM in fall of ‘23.

Community Involvement During College

I attend Eastview Christian Church and volunteer with one of their kids’ ministries. In addition, I have served with the Extend team through Encounter Campus Ministries to serve organizations through the community such as Home Sweet Home and the Bloomington Gardens.

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Other Campus Involvement and Personal Accomplishments

Career Goals

I have accepted a position at State Farm upon graduation in their Life/Health/ IPS department as an actuarial analyst. I aim to continue passing actuarial exams, achieving my FSA designation within the next 6 years. While I don’t know where my career will take me after my exam process, I do know that I want to adopt an attitude of continually learning and improving, striving for a management role down the line as well.

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