Board of Directors

Alan Fine

Alan has more than 25 years of tax experience and has worked closely with insurance companies for 22 years. He specializes in the taxation of insurance companies, serving insurers writing fidelity, personal and commercial lines, medical and life insurance, and professional malpractice coverage. His specialties include consulting and compliance tax services, captive insurance services, and complex GAAP and statutory accounting tax provisions.

John M. Talley

John M. Talley, J.D. is founder and President of TAL Consulting, LLC, providing consulting services related to the captive insurance industry. Previously he was Captive Program Manager for the Missouri Department of Commerce and Insurance for over five years, and he has more than 30 years of experience as an insurance regulator across captive, property and casualty, life and health, and surplus lines insurance.

Renea Louie

Renea joined Sotera Global Management as CEO in 2024 after a long career with the Pro Group family of companies. With over 35 years of senior management experience, she specializes in alternative risk transfer solutions and has served on numerous boards including CICA (as Chairman), WRCIC Chairman, Nevada Secretary, and ICCIE.

Leon L. Rives II

Leon L. Rives II, co-founder and Chief Visionary Officer of RH CPAs, specializes in complex tax and accounting consulting for global risk-bearing entities. With 20 years of experience, he is an investor, a regular board speaker, and is highly skilled at simplifying complex financial matters. Additionally, Leon has authored over 15 courses on insurance and governmental accounting and helped draft insurance legislation across multiple jurisdictions.

Heather McClure

Managing Partner and General Counsel of Helio Risk, LLC, Heather has decades of experience in risk financing, risk management, insurance procurement, captive operations, and claims and litigation. Previously Chief Risk Advisor for Aon's national healthcare practice and a captive owner for 20 years within major health systems. Former board member and Chair of VCIA, OCIA, and CICA.

Donald Ashwood

Donald joined Aon in 2022 after more than 8 years in financial regulatory roles at the Oklahoma Insurance Department, most recently as Captive Coordinator, where he served as the primary captive insurance regulator overseeing applications, licensing, annual reviews, and regulatory needs.

Jim LeRoy

Jim has enjoyed an insurance career spanning more than 50 years, beginning with Aetna Life and Casualty, where he developed a specialty in forming and servicing self-insured pools and captive insurance operations. He later served as Senior Vice President for Meadowbrook Insurance Group, forming and managing captives, public entity pools, and group self-insurance clients representing over $70 million in annual premium.

Martha Hayes

Audit Partner with Larson & Company, Martha specializes in audits of captive insurance companies and risk retention groups and is a frequent speaker on captive audit and accounting matters.