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Shape the Future of Applied Client Network

Every day, Applied Client Network volunteers display a passion and commitment to our community which helps us continue to strengthen and grow. We wouldn't be where we are today without the outstanding support of our volunteer leaders.

Interested in volunteering with Applied Client Network? Opt in to the volunteer pool to indicate your interest in available volunteer opportunities.

2018 Committees

Chapters Committee

The Chapters Committee is charged with enhancing the communication between the Applied Client Network operating committees and the chapter leaders. Members of the Chapters Committee volunteered to be chapter representatives to each of the other committees with the purpose of serving as the voice of the chapters and the conduit for information back to the chapter leaders and the Chapters Committee.

View Chapters Committee Charter

Chapters Committee Members

Lori Chaput, Partners Insurance Group (Swansea, MA) -- Chair 
Kimberly Champion, Associated Comm Brokers Inc (Fairfield, CT) -- Vice Chair
Sonia Segura, First Insurance Group (Defiance, OH) -- Board Liaison 
Gillian Van Kempen, Best Buy Insurance Brokers (Ajax, ON) -- Board Liaison
Debra Ferrone, Hallberg Commercial Insurers (Oak Brook, IL)  -- Committee Member 
Patty Andree, Johnson Insurance Services (Racine, WI) -- Committee Member 
Lisa Gramling, Woodstock Insurance Inc (Woodstock, VT) -- Committee Member 
Joe L. Pratts, Hoffman Brown Company (Sherman Oaks, CA) -- Committee Member 
Tracy Velasquez, Upshaw Insurance Agency Inc (Amarillo, TX) -- Committee Member 

Education Committee

The Education Committee promotes dynamic continuing education and knowledge through resources, programs and products that enhance and drive agency/brokerage profitability and value.

View Education Committee Charter

Education Committee Members

Wendy J Mills, Medical Society of VA Insurance Agency ( Richmond, VA) -- Chair
Joe Pratts, Hoffman Brown Company (Sherman Oaks, CA) – Vice Chair
Kerrie Koestner, Farrell Backlund Ins Agcy Inc (Taunton, MA) -- Board Liaison 
Theresa Clayton, RiskSOURCE® Clark-Theders (Cincinnati, OH) -- Board Liaison 
Diane Dudek, The Loomis Company (Wyomissing, PA) – Committee Member
Brenda Davis, Alliant Insurance Services Inc (San Diego, CA) – Committee Member
Marlene Shepherd, Snyder Insurance Agency (Bloomington, IL) – Committee Member
Kristen Goodwin, Kemner Iott Benz (Adrian, MI) – Committee Member
Collin Passman, The Signature B&B Companies (Garden City, NY) – Committee Member
Sondra Stein, Hylant (Toledo, OH) – Committee Member
Darcy Waddell, Applied Systems (University Park, IL) – Applied Systems Liaison
Julie Ferry (Chicago, IL) – Applied Client Network Staff
Renee Riedel (Chicago, IL) – Applied Client Network Staff
Brittany Brady (Chicago, IL) – Applied Client Network Staff

Finance Committee

The Finance Committee’s charge is to oversee Association financial affairs and the annual financial statement audit. The Board Treasurer serves as Chair of this committee.

View Finance Committee Charter

Finance Committee Members

Tommy Dies, Bryan Insurance Agency (Graham, TX) -- Applied Client Network Board Treasurer
Amber Bosma, Prins Insurance, Inc. (Sanborn, IA) -- Board Liaison
Aaron Rich, Everett B. Rich Agency (Lyme Center, NH) -- Board Liaison 
Alan Harkabus, A.B. Gile Inc (Hanover, NH) -- Board Liaison
Theresa Clayton, RiskSOURCE® Clark-Theders (Cincinnati, OH) -- Board Liaison 
Helen Edwards, Glatfelter Insurance Group (York, PA) -- Board Liaison
Lori Merriman, Missouri General Insurance Agency (St Louis, MO) -- Committee Member
Angie Barr, Fisher Brown Bottrell (Jackson, MS) -- Committee Member

Governance Committee

The Governance Committee provides guidance to the Applied Client Network Board of Directors and CEO to assure the Applied Client Network’s bylaws protect both the rights of the Applied Client Network membership and the Board’s ability to govern the organization.

View Governance Committee Charter

Governance Committee Members

Gene Paxton, BancFirst Insurance Services (Tulsa, OK) -- Chair 
Helen Edwards, Glatfelter Insurance Group (York, PA) -- Board Liaison
Alan Harkabus, A.B. Gile Inc (Hanover, NH) -- Board Liaison
Edgar Higgins, Thousand Islands Agency (Clayton, NY) -- Board Liaison 
Ryan Murdie, The Northwoods Corporation (Williamsville, NY) -- Committee Member 
Karla J. Myers, FIFS (Telford, PA) -- Committee Member  

IMPACT Committee

The IMPACT (Industry Membership and Product Advocacy for Customer Technology) Committee works in coordination with internal Applied Systems teams as an advocate for Applied Client Network members to ensure ongoing development of agency management applications, and is responsible for developing external education, outreach, and advocacy initiatives within the larger agency/brokerage community.

View IMPACT Committee Charter

IMPACT Committee Leadership

Casey Hearring, Schultheis Insurance Agency Inc. (Evansville, IN) --  Chair
Kevin Sindelar, Arthur j Gallagher (Rolling Meadows, IL) -- Subcommittee Chair
Kevin Crow, Kapnick Insurance Group (Adrian, MI) -- Subcommittee Chair
Christine Horne, Bankers Insurance (Staunton, VA) -- Board Liaison
Edgar Higgins, Thousand Islands Agency (Clayton, NY) -- Board Liaison 

LEAD Committee

The LEAD (Leadership Education, Advancement, and Development) Committee coordinates recruitment, training, assessment, and ongoing recommendations to enhance the quality and viability of current and future association leadership.

View LEAD Committee Charter

LEAD Committee Members

Karla J. Myers, FIFS (Telford, PA) -- Chair 
Kevin MacDonald, McSweeney & Ricci Ins Agy Inc (Braintree, MA) -- Vice Chair
Alan Harkabus, A.B. Gile Inc (Hanover, NH) -- Board Liaison
Aaron Rich, Everett B. Rich Agency (Lyme Center, NH) -- Board Liaison 
Chris Gory, Insurance Portfolio, Inc. (Toronto, ON) -- Board Liaison
Greg Trimble, Trimble Insurance Agency (Delaware, OH) -- Committee Member, Past Board Director 
Lori Chaput, Partners Insurance Group (Swansea, MA) -- Committee Member, Chapter Committee Chair
Casey Hearring, Schultheis Insurance Agency Inc. (Evansville, IN) -- Committee Member 
Collin Passman, The Signature B&B Companies (Garden City, NY) -- Committee Member 
Jennifer Malone, Hotchkiss Insurance Agency (Carrollton, TX) -- Committee Member
Janel Bazan, Johnson Insurance Services (Madison, WI) -- Committee Member
Joe Robinson, Beneficial Insurance Services (Philadelphia, PA) -- Committee Member
Mary Russo, 1st Source Insurance (Ft Wayne, IN) -- Committee Member

Member Relations Committee

The Member Relations Committee is charged with the overall mission to foster a strong relationship between Applied Client Network and its members.

View Member Relations Committee Charter

Member Relations Committee Members

Lori Heemstra, Berends Hendricks Stuit Ins (Grandville, MI) -- Chair 
Patty Andree, Johnson Insurance Services, (Racine, WI) -- Vice Chair
Tommy Dies, Bryan Insurance Agency (Graham, TX)  -- Board Liaison
Aaron Rich, Everett B. Rich Agency (Lyme Center, NH) -- Board Liaison 
Kirk Morschauser, Ademino & Associates Inc (Kimberly, WI) -- Committee Member
Jim Jansen, Prins Insurance, Inc., (Sanborn, IA) -- Committee Member

Councils and Strategic Initiatives

Advisory Council

The Applied Client Network Advisory Council exists as a forum for members and industry partners to share insights and examine industry trends relevant to the membership, and where possible to provide assistance in developing that information into member benefits or programs.

View Advisory Council Charter

Advisory Council Members

Nadine Vasquez, Rue Insurance (Hamilton Township, NJ) -- Council Chair
Kerrie Koestner, Farrell Backlund Ins Agcy Inc (Taunton, MA) -- Board Liaison 
Sonia Segura, First Insurance Group (Defiance, OH) -- Board Liaison
Ron Berg, Agents Council for Technology (Forest Lake, MN) -- Council Member
Maureen Boeing, Maureen Boeing Consulting, LLC (Cincinnati, OH) -- Council Member
Aurora Burg, Kite Technology Group (Owings Mills, MD) -- Council Member
Steve Butler, Westfield Insurance (Westfield Center, OH) -- Council Member
Racheal Cope, Pinnacle Brokers Insurance Solutions, LLC (Walnut Creek, CA) -- Council Member
Dan Goodwin, Nationwide (Des Moines, IA) -- Council Member
Jamie Thomas, CA Weber Insurance Agency Inc (Hanover, PA) -- Council Member

Website Task Force

The 2018 Website Task Force is a temporary resource established to support the successful update and relaunch of the Applied Client Network website. The Task Force will work in alignment with the project team to ensure the member perspective is carefully considered during the redesign process.

View Website Task Force Charter

Website Task Force Members

Christine Horne, Bankers Insurance (Staunton, VA) -- Board Liaison
Edgar Higgins, Thousand Islands Agency (Clayton, NY) -- Board Liaison 
Chris Gory, Insurance Portfolio, Inc. (Toronto, ON) -- Board Liaison
Michelle D'Argenio, William H. Connolly & Co., LLC (Montclair, NJ) -- Task Force Member
Anthony Hereld, Community Insurance Group (Sidney, OH) -- Task Force Member
Colleen Lazanich, CalNonprofits Insurance Services (Los Angeles, CA) -- Task Force Member
Jason Lehman, FUSA Insurance Agency (Denver, CO) -- Task Force Member
Wendy Stewart, Pinnacle Brokers Insurance Solutions (Walnut Creek, CA) -- Task Force Member
Lynette Sugden, PDCM Insurance (Waterloo, IA) -- Task Force Member
Laura Whaley, AssuredPartners (Richfield, OH) -- Task Force Member