Regional Member Briefing - Dallas - September 26, 2019


Thursday, September 26, 2019 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Attendance is included with membership, but advance registration is required.


*Online registration for this event is now closed; however, please reach out to our events team at if you wish to attend and they will assist with your registration. 




Comerica Bank Tower
1717 Main Street
Trinity Room -- 44th FL
Dallas  Texas  75201
United States
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am Network/Welcome

12:00 pm

Lunch and Presentations/Q&A


Changing the Face of Risk -- areas of exploration will include:

  • Featuring content from Marsh's "The Changing Face of Risk" 
  • Natural Disasters/Catastrophic Loss - Claims Impact
  • Changes in the Insurance Marketplace due to unprecedented losses and how that is affecting clients' insurance programs
1:00 pm Peer Dialogue
1:30 pm Adjourn

Kimberlee Connell
Managing Director, West Zone Leader, Marsh Private Client Services 

As the West Zone Leader for Marsh Private Client Services (PCS), Kimberlee Connell provides strategic direction for and overarching management of client advisory services, marketing and underwriting, business development, and operations related to the comprehensive personal risk management services delivered to high-net-worth individuals and families of this region. Kim holds a dual role as Family Office Leader directing the practice’s strategy within the family office space. A seasoned personal insurance expert with more than 30 years in the industry, Kim has a deep understanding of the marketplace as well as the complex, unique exposures of the private client segment.

Kim’s successful personal insurance career began at USAA where she held several key leadership positions in claims, underwriting and marketing, aviation, marine, and specialty lines over the course of 18 years. In 2001, she joined Marsh for the first time leading the Chicago office of the Private Client Services practice for three years. Kim then returned to the carrier side of the industry as Vice President of Customer Service at Fireman’s Fund Insurance Company where she led more than
800 colleagues across multiple locations for personal and commercial lines. After eight years, Kim transitioned to the role of Chief Operations Officer for Willis Private Client in 2012 where she was responsible for the operational leadership of the personal lines and private client insurance businesses. Kim re-joined Marsh PCS in 2015 to lead the central zone before expanding her responsibilities to include the Western US extending from the Midwest to the Pacific Coast.

In addition to her business achievements related to her responsibilities within each of her firms, Kim developed a mentor program at Fireman’s Fund as well as a women’s networking chapter during her tenure at Willis. She is also a dynamic speaker on topics including women in leadership, operational effectiveness, mentoring, and driving for results. 

Kim attended the University of Virginia, Darden Graduate School of Business in an executive management program while at USAA. She also attended St. Mary’s University in San Antonio, Texas. Kim is an active board member of Private Risk Management Association (PRMA).

Ruth Easterling
Managing Director, Member Services, Family Office Exchange

Ruth Easterling is Managing Director of Member Services for Family Office Exchange (FOX). In her role, she works with family and advisor members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Ruth also moderates the Private Trust Company Network and works with the team at FOX to develop programming and insights for the Network. Ruth has held multiple roles at FOX including leading FOX member services, supervising the delivery of learning programs, and overseeing marketing to drive the redesign and brand initiatives that differentiate FOX today.

Prior to joining FOX, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design. 

Ruth holds a B.A. degree in Management and Leadership from Judson College.


Vincent Hayes
Director of Member Development

Vincent Hayes is the Director of Member Development at Family Office Exchange (FOX). Vincent serves as the ambassador for FOX in reaching out to new members and promoting the networking and education benefits that come with FOX membership. He helps prospective members find ways to solve the challenges they face in running their enterprise family through using resources available within FOX and its membership community.

Prior to joining FOX, Vincent spent 15 years in the investment world, most recently with AGN Futures, where he served as Vice President of Sales and Operations since 2011. Previously, Vincent has worked at R.J. O’Brien & Associates, Global Forex Trading, and ZAP Futures. 

Vincent is a graduate of Western Michigan University with a B.B.A. degree in Finance and minor in Accounting. He is based in Chicago.