Conley-Jones founded The Conley Financial Group, a multi-line insurance and employee benefits firm that provides holistic insurance solutions to their clientele. As an African American female in a white and male dominated profession, she has proven to be a trailblazer and barrier breaker in the insurance industry. As a result of her success, the Conley Financial Group is now the largest black-owned independent insurance agency in the State of Missouri. Conley-Jones has a strong belief in giving back and bringing others along with her. She has mentored countless individuals in the insurance and financial services industries while serving on several community boards. Conley-Jones was the founding NAAIA St. Louis Chapter President thus introducing NAAIA to the St. Louis Metropolitan area and continues to serve as an active board member. Conley-Jones is regularly called upon to serve on business and leadership panels for her expertise. She willingly raises her hand to build community and advance African Americans and women in the insurance industry. Most recently she became the first African American Board President for the St. Louis Association of Health Underwriters.

Conley-Jones is well respected not only in the NAAIA St. Louis community but also NAAIA National. She was recently named a 2022 Elite Woman in Insurance by Insurance Business America! Spend a few hours with Kathy in the community and you will quickly see her profound impact and influence. She has the heart of the community top of mind and is a natural born leader and connector of people, relationships and key influencers. She is affectionately known as “the insurance lady.” Her involvement in the building of the St. Louis community by service, volunteering and giving sound business advice for over 35 years has rendered her the visibility of being a local treasure and competitive advantage with a national and global reach. She deserves to be recognized for her unwavering commitment to the insurance industry and advancement of women and African Americans in the industry. Conley-Jones has spent a Lifetime helping our people to rise by demonstrating integrity, industry leadership and excellence.

Carl Dickerson is the company’s founder and Chairman of the Board. He began his career in the life insurance industry and quickly realized his passion lay in the health benefits arena. Today he shares management with his two sons-in-law Tony Lee and Michael Wolff, CEO and President respectively. Carl’s long career has included service on many boards and committees and he has held many prominent positions with organizations such as the Los Angeles Urban League and Town Hall Los Angeles. He is committed to Dickerson’s involvement with the communities served by the company and a strong advocate for ensuring healthcare is accessible to all. His wealth of experience is appreciated by the Dickerson clients and the team he leads.

Bonnie has over 36 years of experience in the insurance industry as a broker and underwriter. She joined Gallagher in 2017 from Marsh, where she sat on the national executive committee for its healthcare practice. Prior to that, she was with Alliant Insurance Services where she oversaw healthcare and casualty for the Chicago and New York offices. She also held a national position with Willis for more than a decade and worked with 280 retail offices on a global basis to produce business, market, and set strategy for the healthcare industry and casualty business. She chaired product line/industry segments for long-term care, managed care, and HPL (integrated delivery systems), among others. She has placed reinsurance for some of the largest captive programs in the country.

Additional experience includes managing an underwriting staff and a book of business for Continental Insurance Company with a premium volume of $103 million. Establishing market direction, reinsurance treaties, developing rates, underwriting guidelines, and corporate strategies were a part of her duties.

She has been the underwriter and/or broker on five of the top ten managed care companies in the country.

In December 2015, Bonnie was honored by Business Insurance, with its first Impact Award for exceptional contributions to diversity and inclusion in the industry. Bonnie is an accomplished lecturer and author. Recent speaking engagements include RIMS, IMAC, and the Fox School of Business at Temple University.

EDUCATION AND PROFESSIONAL DESIGNATIONS

• Xavier University of Louisiana
• Bachelor of Arts, Communications
• Power Broker, 2008 and 2009
• Risk & Insurance magazine
• Women to Watch, 2008
• Business Insurance
• Treasurer of the Women to Watch Foundation – 2017 to date – Supports Together Program to assist girls in Africa.
• 2015 Business Insurance Impact Award, Bonnie started African American female network for women of color in insurance 2014, (150 participants)
• 2017 IICF Nominee for the Inclusion Champions Award
• 2017 Insurance Business America Elite Women Award

AFFILIATIONS

• Board member, Association for Healthcare Risk Management of New York, Inc.
• National African American Insurance Association (NAAIA)
• Association of Professional Insurance Women (APIW)
• National Association of Health Services Executives (NAHSE)
• Women to Watch Foundation Board member – Treasurer 2017

Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, ChHC®, CAP®, AIF®, CPFA, CASL®, C(k)P® is President of Comprehensive Benefit Services, Inc. He has been in the insurance, employee benefit, investment, and financial services field since 1979. He is a Morehouse College graduate and a past president of the Philadelphia Chapter of the Morehouse College Alumni Association. He provides a full range of employee benefits and financial services. Lee brings coordinated services to provide corporate consulting on 401(k) and 403(b) retirement plans, group life, health, and disability insurance programs. By offering coordinated services, he assists companies and human resource departments in navigating challenges and obtaining solutions for employee benefit programs. He holds designations as a Chartered Life Underwriter, Chartered Financial Consultant, Registered Employee Benefit Consultant, Registered Health Underwriter, Chartered Healthcare Consultant, Chartered Advisor in Philanthropy, Accredited Investment Fiduciary, Chartered Plan Fiduciary Advisor, Chartered Advisor for Senior Living, and Certified 401(k) Professional.

He is a member of the following organizations:

• Society of Financial Service Professionals
• National Association of Insurance and Financial Advisors
• National Association of Health Underwriters
• National Association of Plan Advisors
• District of Columbia Association of Insurance and Financial Advisors

He has served for three terms on the Board of Directors of the District of Columbia Association of Insurance and Financial Advisors. He is a Life and Qualifying Member of the Million Dollar Round Table with ten Court of the Table qualifications based on production. He has received numerous industry awards and has taught the personal insurance course for the Life Underwriter Training Council. He is a Series 7, 63, and 65 Registered Representative with LPL Financial. He has appeared on the PBS television program Money Watch as a guest panelist and as a Financial Consultant for Black Entertainment Television (BET). He has been quoted in several magazines and in USA Today. He has also written several articles that have appeared in insurance industry publications. He recently was a guest lecturer for the Society of Financial Services Professionals on Health Savings Accounts and Health Reimbursement Accounts and a presenter for the 2005 Annual Forum for the Society of Financial Services Professionals. He is the former Chair of the Employee Benefits section for the Society of Financial Services Professionals. He has been featured in the April 2006 issue of Life Insurance Selling and the February 2019 issue of Insurance Net News.

He is a past member of the Board of Directors of the National African American Insurance Association and the Board of Trustees of The American College. In August 2010, he was honored by the American College Alumni Association as Alumnus of the Month.

In August 2018, he was awarded the Lang Dixon Leadership in Excellence and Diversity Award (LEAD) by the Conference of African American Financial Professionals. In September 2018, he received a Lifetime Achievement Award from the National African American Insurance Association. He was also featured in the 2018 American College annual report and in the February 2019 issue of Insurance Net News.

He is married and has three daughters. He has served on the Board of Advisors of his church. He is an accomplished bass guitar player and is the former conductor of a 20-piece church orchestra.

Securities and Advisory Services offered through LPL Financial
A Registered Investment Advisor
Member FINRA/SIPC

MANAGING DIRECTOR
Global Risk Management
Marsh USA Inc.

Walter is a Managing Director and Client Executive in the Global Risk Management sector in the Atlanta Office. As the Client Executive for some of Marsh’s largest and more complex global clients, he serves as the primary point of contact, accountable for deployment of resources and the clients’ satisfaction with Marsh’s service.

Walter joined Marsh & McLennan, now Marsh Inc., in 1985 after nine years in various roles with major insurance companies. His background includes the underwriting, broking, and servicing of large risk management programs. He has extensive experience in the design and implementation of cash flow rating plans and other complex risk financing techniques. He has industry expertise in a number of areas, including:

• Food and beverage
• Retail
• Utilities
• Construction
• Manufacturing
• Technology/telecommunications

He worked in the casualty department at Marsh & McLennan for several years as a manager prior to assuming the role of client executive.

Walter earned a Bachelor of Business Administration in Finance from the University of Georgia in 1976 and a Masters in Business Administration in Finance from Georgia State University in 1981.

Walter is active in a number of church, humanitarian, and charitable organizations in the local community.

CHAIRMAN/CEO
Branch Hernandez Consulting/Branch Benefits Consultants

Aubrey is the visionary of the agency that has cultivated relationships and key contacts through involvement in the community, politically and through his professional alliances. He is responsible for proposing innovative opportunities and marketing strategies and creating/implementing plans that meet clients’ objectives. Many diversity initiatives have experienced success in part due to Aubrey’s support and commitment to perform beyond his clients’ expectations.

Aubrey’s management style is best described as “real”. He is sincere and a man of principles and integrity. Aubrey gets right to the point and is strong in resolution management as well as subtle in his negotiating skills.

He is the current treasurer of NAMC and has served on the following committees and organizations:

• Airport Minority Advisory Committee
• Independent Insurance Agents and Brokers of America
• NAAIA – Past President
• Diversity Task Force
• North Las Vegas Rotary Club – Past President
• National Association of Minority Contractors
• Government Affairs Committee – City of North Las Vegas
• Advisory Committee of Insurance Division – Nevada
• Mountaintop Faith Ministry Board Member & Treasurer

He was an agent at Prudential Insurance – Las Vegas, NV, President of ABC Insurance Agency – North Las Vegas, and currently serves as AC, LLC Member/Owner.

Mona T. Carter joined the staff of NCCI, Inc. in February 2002, after an extensive career in insurance. She began as an agent in 1985 and moved into insurance regulation in 1994 with the Kentucky Department of Insurance. While at the Kentucky Department, Ms. Carter served as the Deputy Commissioner from 1999 until 2002. Prior to becoming Deputy Commissioner, she was the Director of the Property and Casualty Division from 1994 to 1999.

During her tenure at the Kentucky Department, Ms. Carter was a very active member of the National Association of Insurance Commissioners (NAIC). She served on the following committees:

• Property and Casualty Commercial Lines Committee
• Workers Compensation Task Force
• Market Conduct and Consumer Affairs Committee

She chaired numerous working groups and subgroups throughout the years, including the review and feasibility of Multiple Rating Organizations in Workers Compensation.

Ms. Carter’s responsibilities at NCCI, Inc. entail working with various organizations and groups, such as insurance carriers, insurance regulators, labor boards, legislators, insurance agents, and others, that partner with NCCI, Inc. in the business of workers compensation.

Mona participates in several industry organizations representing NCCI, Inc. and currently serves on the Industrial Education Council of NCOIL. She is past Chair of the Associate Member Council for the International Association of Industrial Accident Boards and Commissions (IAIABC), and has served on the Board of Directors and as Membership Chair for the National African American Insurance Association (NAAIA).

Ms. Carter has a Bachelor of Arts degree in sociology and psychology from Western Kentucky University.

Craig Gilmore, entrepreneur, is a product of the Southside of Chicago and the Chicago Public School system. He began his career in the Insurance and Financial Services industry more than 35 years ago. After completing degrees at Illinois State University in 1973, he joined State Farm Insurance as an Auto Insurance Underwriter. He held various positions before joining State Farm’s Human Resources Department in Bloomington, Illinois. Initially, Craig was a recruiter and benefits administrator. He soon progressed to positions in Employee Relations and Affirmative Action monitoring. In 1984, he was promoted to Human Resources Manager at State Farm’s Houston, Texas facility.

In 1986, Craig returned to State Farm’s corporate office in Bloomington to head its national recruiting staff. During this time, his most cherished experiences included coordinating recruiting efforts at Historically Black Colleges and Universities (HBCUs) and managing the company’s Summer Minority Internship program—the gateway through which many promising college students of color were introduced to Corporate America. In 1988, Craig decided to try his hand at sales. He opened an independent State Farm sales office in Hyde Park. After two very successful years, growing his client base from zero to over a thousand policies, he was promoted to Sales Manager. Four years later, in 1995, Craig was promoted to Agency Field Executive responsible for leading the sales efforts of the company’s forty-five agent sales force on Chicago’s Southside.

Craig was early to understand the value and opportunity presented by the exponential growth of African-American, Hispanic, and Asian populations. In 1998, he was asked to create and lead State Farm’s very first statewide multicultural marketing department. He held this position until he was promoted to Director, Multi-cultural Markets for the Great Lakes Zone. In this position, he was responsible for multi-cultural marketing in Indiana, Michigan, and Illinois. The marketing efforts of Craig and his multi-state team increased State Farm’s multi-cultural market share each year, often leading the enterprise in these critical growth markets. He pioneered a growth strategy that combined elements of traditional and grassroots marketing with philanthropy and reputation management.

Craig is very active in his community having served on numerous boards including:

• 100 Black Men of Chicago – Board Chair (2012-2014)
• National African American Insurance Association – VP, Board of Directors (2011-2013)
• Cook County State’s Attorney African-American Advisory Council (2010-2014)
• Neighborhood Housing Services of Chicago – V.P. Strategic Planning (2010-2013)
• Clear Channel Community Advisory Board (current)
• Chair of the Chicago Council on Urban Affairs – Board Chair (2007-2009)
• Real Men Cook for Charity (2008-2009)

A proud Lifetime member of the Bloomington, Illinois chapter of the NAACP, Craig received the chapter’s highest honor, the Roy Wilkins Award, in 2004. Craig received the Chicago Urban League’s Community Service Award in 2002. He is a 2004 recipient of the Monarch Award for public service presented by the Chicago Alumni chapter of the Alpha Kappa Alpha Sorority, Inc.

In 2007, Craig was named a member of the inaugural class of the Chicago Defender Newspaper’s Men of Excellence, and in 2009, he was honored by his fraternity, Alpha Phi Alpha Fraternity Inc., as one of Seven Top Corporate Brothers.

In recent years, he’s been honored by various community and civic organizations for his efforts to improve the quality of life for Chicago’s under-resourced populations.

In 2013, after forty years with State Farm, Craig retired to pursue various entrepreneurial opportunities.

He is a member of Alpha Phi Alpha Fraternity Inc. and 100 Black Men of Chicago.

Craig and his wife, Judy (also an insurance veteran and entrepreneur), live on Chicago’s Southside.

Roosevelt Haywood III is the President/CEO of Haywood and Fleming Associates (HFA), a solution-oriented commercial insurance and risk management firm with offices in Gary, Indiana, and Chicago, Illinois. In business since 1984, the company utilizes its vast experience and expertise to deliver cost-effective services to large and complex entities in the private and public sectors. HFA also serves the personal and unique needs of high net-worth individuals. As “Risk Architects” in the area of commercial insurance and employee benefits, HFA’s focus is to protect the assets and enhance the bottom line of its clients.

Mr. Haywood is a second-generation insurance professional with over forty years in the business and has been involved in the industry in a number of capacities. He has served as:

• Chairman of the National African American Insurance Association (NAAIA)
• President of the Independent Agents of Northwest Indiana
• Director on the Board of the Independent Agents of Indiana
• Board Governor of the Chartered Property & Casualty Underwriters (CPCU) Society

Active in the community, he serves on the boards of the following organizations:

• Boys & Girls Club of Northwest Indiana
• Gary Chamber of Commerce
• Leadership Northwest Indiana (LNI)

Always striving for excellence, HFA has been highlighted in various industry publications:

• National Underwriter
• Independent Agent (IA)
• Rough Notes (Cover Story Agent)
• Risk & Insurance (Power Broker and Responsibility Leader Award Winner)

Ron Allen is the founder and past president of the A. Allen Insurance Agency Ltd. in Chicago, Illinois. Allen, a graduate of Chicago State University, was a former business education teacher with the Chicago Public Schools. He joined the Allstate Insurance Co. in 1967 and was one of Allstate’s first African American claim adjusters. Allen later became one of the first African Americans promoted to Allstate Agent. He maintained an agency affiliation with the Allstate Insurance Companies for over 40 years. Allen’s insurance agency has won several regional and national honors during his sales career.

Allen formerly was the co-host of “The Financial Forum” radio show broadcast on WVON 1690 AM in Chicago. He has served on the following boards and committees:

• Allstate Foundation Regional Grant Committee
• Demicco Youth Center Board of Directors
• DuPage County Crimestoppers Board of Directors
• Chicago State University Alumni Board
• DuPage County Adult Probation Department Volunteers

Allen is a Silver Lifetime member of the NAACP. He was awarded the 2009 “50 Men of Excellence Award” by the Chicago Defender Newspaper. He served as the 2009-2010 Chairman of the National African American Insurance Association. Allen was awarded the NAAIA Lifetime Achievement Award in 2010. He was accepted as a Fellow by the Claims and Litigation Management Alliance in 2011.

Hailed as the “First Lady of Wall Street”, Ernesta Procope is the President and Chief Executive Officer of E.G. Bowman Company, Incorporated, the nation’s largest minority-owned insurance brokerage firm. Over the years, the company has handled business for 60 of the Fortune 500 companies, churches, colleges, and a variety of other businesses and social welfare agencies.

Born in Central Brooklyn, Ms. Procope showed early promise as a piano prodigy who appeared at Carnegie Hall at the age of 13. Her interests would eventually change from music to real estate and insurance. In 1953, she founded E.G. Bowman, offering personal lines of insurance in the predominantly black Bedford-Stuyvesant section of Brooklyn.

In the 1960s, Ms. Procope faced her first major hurdle when riots prompted insurers to start “redlining” black neighborhoods. In one day alone, the Bowman Company received 90 cancellation notices for property insurance coverage. Frustrated that black homeowners were being denied insurance coverage, Ms. Procope took her case all the way to Governor Nelson A. Rockefeller and convinced him to support the “New York Fair Plan,” legislation that prevented “redlining” and made insurance available to all New York homeowners. Similar versions of the law have since been adopted by 26 states.

By the late 1960s, Ms. Procope began to focus on commercial insurance accounts such as the Bedford-Stuyvesant Restoration Corporation, a community development program started by Robert F. Kennedy. Facing tougher competition in this arena, Ms. Procope developed a plan to better promote her company and ultimately landed PepsiCo as her first major commercial client.

In 1979, E.G. Bowman Company made history when it relocated from a storefront in Bedford-Stuyvesant to 97 Wall Street and became the first African-American owned business located on Wall Street. Ms. Procope became the broker of record for the New York City Housing Authority and the insurance broker for the construction of the United States portion of the Alaskan Pipeline. The company, licensed in all 50 states, currently boasts an array of major accounts including IBM, Avon Products, Philip Morris Companies, General Motors, and Time Warner.

Most recently, Ms. Procope has become the founder and president of Bowman Specialty Services, LLP. This extension of her business provides engineering and safety services, with an insurance prevention focus, to a number of major accounts.

Rising to become the first black chairman of the Memphis City Council, Fred L. Davis was born in Memphis, Tennessee, on May 8, 1934. After graduating from Manassas High School in Memphis in 1953, Davis went to Memphis State University, where he began studying business administration. Before graduating, he transferred to Tennessee State University in Nashville, earning a B.S. in 1957. Davis entered the Army in 1957 and served in France for two years.

Davis opened his own insurance agency, Fred L. Davis Insurance, in 1967. The agency was one of the first African American-owned insurance agencies in the South. When the sanitation workers of Memphis went on strike in 1968, Davis was serving on the city council. Siding with the strikers, Davis urged the city to recognize their union. Over the course of several months, there was violence by the police against the strikers when they would march, and leaders from the NAACP and the Southern Christian Leadership Conference came to support the strike. It was the strike that brought Dr. Martin Luther King, Jr. to Memphis, where he was assassinated on April 4, 1968, and the strike ended soon thereafter. Davis later became the first African American chairman of the Memphis City Council.

Fred L. Davis Insurance is one of the most respected companies in Memphis, growing from a small office to a powerhouse of sales. Davis himself is very active in the community, serving on the board of directors for the following organizations:

• Assissi Foundation
• Community Foundation (trustee)
• Memphis Leadership Foundation (director)
• University of Memphis Society (past president)

He has been presented with the following awards:

• Humanitarian of the Year Award by the National Council of Christians and Jews
• Communicator of the Year Award by the Public Relations Society

Davis is married with three children and two grandchildren.

Under Mr. Moses’s leadership, Community Insurance Center, Inc., enters the new millennium with a full understanding of the challenges facing the insurance purchasing public. In the 21st Century, Community Insurance Center, Inc., is fully expanding its mission to internet users and consumers by “providing the maximum amount of protection, at the least expense, with coverage and service rendered in the shortest period of time.”

The president of Community Insurance Center announced the creation and implementation of strategies to focus on continued growth and innovation in the areas of personal and commercial insurance protection, public entities, and consumer advocacy. This ongoing effort aims to improve the quality of consumer protection through legislative efforts, with participation at both the state and federal levels.