My Published Work


Proprietary articles, reports, and white papers

Reports for Adjusters International

IRMI Risk Reports (subscription required; individual samples provided on request)

Insurance Journal Academy of Insurance presentations
(purchase required; individual samples provided on request):

Presentations for MSO, Inc. (formerly the Mutual Services Office, a property/casualty insurance advisory organization licensed in 48 states)

CPCU Insights magazine articles

Blog posts for The Institutes

Other recent samples available by request.


Viewpoint magazine, 1994-2016

I wrote and edited this quarterly publication over my 21 years with AAIS. Here are a few sample issues:

Earlier editions of Viewpoint are available upon upon request. Please use the “Contact” form.

The AAIS Main Event conference, 1995-2016

For 21 years, I planned the business program and recruited speakers for the AAIS Annual Conference, renamed the “Main Event” in 2007. This annual meeting brought insurance executives, industry leaders, and business partners (reinsurers and vendors) together with AAIS staff and board members to assess the strategic implications of insurance product development.

AAIS presentations, 1999-2015

Over the course of my tenure at AAIS, I gave numerous presentations on technical topics for insurance product specialists. These are a few samples.

Other AAIS work

Both Viewpoint and the Main Event developed into the core benefits of an “associate member” program, developed by my colleague and friend Rick Maka, that raised revenue from organizations seeking to reach out to AAIS members. Also, I developed and distributed press releases about developments at AAIS, and developed a series of AAIS Advisory notices that combined AAIS news with state regulatory announcements to create a growing repository of relevant information.

AAIS articles in other publications

During my time at AAIS, I researched and wrote numerous articles for placement in major insurance publications, including Best’s Review, Rough Notes (an agent publication), The IRMI Risk Report, and publications of The Institutes and CPCU Society.

Best’s Review

CPCU Society articles

Rough Notes articles (from my AAIS years)


Banking articles

The four articles listed below I researched and wrote in 1990-91 for Savings Institutions magazine, a publication of the former US League of Savings Institutions.

These three articles were among the many projects I produced for Moebs $ervices, a research firm that provides information and training to banks, credit unions, and savings institutions.