Formed in 2001, The Council of Employee Benefits Executives (CEBE) serves to advise The Council’s leadership on the opportunities and challenges faced by the membership’s employee benefits businesses. CEBE has three primary responsibilities:

  1. Informing and influencing The Council’s benefits policy agenda
  2. Providing perspective on employee benefits market trends and developments to support Council intel provided to the wider membership and industry stakeholders
  3. Steering the ever-evolving annual Employee Benefits Leadership Forum (EBLF)

The CEBE Advisory Committee consists of approximately 30 representatives from member firms who act as a trusted advisory network. The CEBE Chair reports directly to the Board of Directors at least twice a year, sharing market developments and serving as a formal channel of communication between the Board and Committee.


  • Bring unique experiences and viewpoints to the table, acknowledging that different perspectives are critical to growing and evolving member businesses.
  • Ready to challenge themselves and others to look at their businesses through a different lens.
  • Willing to evaluate different solutions and make recommendations to Council leadership around new business opportunities and partnerships to support Council members in future-proofing their organizations.
  • Represent firms that are market leaders in the benefits sector; have a sizeable benefits practice, are significantly invested in the EB market, and invested in growing their practice.
  • One executive representative per Council member firm can sit on the committee at a time. The exception is firms with a participating Ex-Officio Chair. That firm is then allowed to have one other executive representative participate.
  • Must be involved in The Council for a minimum of two years and are required to attend the Employee Benefits Leadership Forum (EBLF) and the Legislative & Working Group Summit.


  • Communicate firm’s/individual’s interest in serving on CEBE to Council staff or through the annual call for nominations. Alternatively, Council staff will proactively reach out to individuals deemed to be a good fit.
  • Individual is nominated and brought to the Council Chairman, who appoints the CEBE representative.
  • The length of service is three years. A year runs from the end of EBLF through the end of EBLF the following year. Two consecutive three-year terms may be served. After completion of the second term, a mandatory roll-off period of one year commences. Members are eligible to rejoin after the one-year roll-off period.


  • Serve as an advisor to The Council on the healthcare and health insurance market, including regulatory and legislative matters.
  • Meetings: attend the two CEBE Advisory Committee meetings per year in conjunction with The Council’s Employee Benefits Leadership Forum (in May in CO) and Legislative & Working Groups Summit (in February in DC). Additional virtual meetings and conference calls may be held throughout the year at the discretion of the CEBE Chair and Vice Chair.
  • Initiatives: provide ongoing input into The Council’s benefits-focused resources, including the Employee Benefits Leadership Forum, year-round content strategy and business intelligence efforts.
  • CouncilPAC: 100% participation from all CEBE members is an expectation. Members are strongly encouraged to donate $2,500 annually to CouncilPAC in support of the Council’s advocacy efforts. The PAC enables us to support candidates who understand and share our common goals and interests as well as educate lawmakers who may be unfamiliar with the intricacies of our business.

Questions/Comments? Contact Katie Oberkirchet (Katie Oberkircher).


Mike Barone
North American President, Employee Benefits
Hub International Ltd.
Marc Paletta
SVP & COO, Employee Benefits Division
Heffernan Group
Kim Bell
SVP, Health Svcs.
Bradley J. Plummer
Cottingham & Butler, Inc.
Dennis Bishop
Holmes Murphy & Associates, Inc.
Chris Powers
Senior Vice President, Employee Benefits/East Region Practice Leader
Risk Strategies
Kristi Gjellum
Executive Vice President, National Client Experience & Partnership Leader
IMA Financial Group
Jacque Roth CEBE CouncilPAC Co-Chair
Director of Employee Benefits
Bolton & Company
Kate Grangard
Gehring Group, Inc.
Matt Stadler CEBE CouncilPAC Co-Chair
Marsh & McLennan Agency Southwest
Chris Labrecque
President, Employee Benefits Division
Insurance Office of America, Inc.
Rich Stephens
U.S. Chief Broking Officer, Senior Vice President, Health Solutions
Austin Madison
Hub International Mid-South
John Tournet Jr.
Regional President
Steffan Moody
Vice President, Market Leader Central Ohio
Andrea Trudeau
EVP, Founding Principal
ABD Insurance and Financial Services
Andrew Neary
EH&B Practice Leader
Trion, a Marsh & McLennan Agency
Richard Twietmeyer
EVP of Sales, Employee Benefits
M3 Insurance Solutions, Inc.
John Nelson
Warner Pacific Insurance Services, Inc.
Andy Vetor
EVP, Employee Benefits
MJ Insurance, Inc.
Kevin Overbey
SEVP & Senior Managing Director
David Wetzler
National Practice Leader, Employee Benefits
Assured SRA/Assured Partners

Active Distinguished Past Chairs

Kerry Finnegan
Senior Partner, Global Business Solutions, Carrier Relations, Placement & Strategy
Mercer Health and Benefits
Robert N. Munao
Alliant Insurance Services, Inc.
Robert J. Klonk
Oswald Companies
Christopher J. Nadeau    
Regional EVP, North Atlantic
Arthur J. Gallagher & Co.
Nancy  M. Mellard           
EVP and Gen. Counsel
CBIZ Insurance Services, Inc.
Jonathan M. Trevisan
SVP, Employee Benefits Practice Leader
McGriff Insurance Services