SRS Vermont

h_derick_white_m1

President, SRS Vermont

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Current Responsibility

Derick is responsible for the oversight of SRS’ clients and staff in Vermont. He also leads the firm’s Risk Retention Group practice and chairs the  firm’s Professional Standards Committee.

Experience

Derick joined SRS in 2007 and has been in captive insurance since 1989. Prior to joining SRS, Derick was the Director of Captive Insurance for the Vermont Department of Banking, Insurance, Securities & Health Care Administration. There he was responsible for the administration and regulation of captive insurance companies including risk retention groups. He has reviewed over 550 captive formations including approximately 100 RRG applications for licensure by the Department. He has also served on the Advisory Board of the Vermont Insurance Institute and on many NAIC committees and working groups and is a frequent speaker in the captive insurance industry. He is currently an instructor for the International Center for Captive Insurance Education, teaching the “Formation and Operation of Captive Insurance Companies”.

Affiliations

  • Member of the Vermont Captive Insurance Association
  • Member and past President of the Society of Financial Examiners
  • Director, National Risk Retention Association
  • President, International Center for Captive Insurance Education

Education and Professional Designations

  • Certified Public Accountant
  • Certified Financial Examiner
  • University of Vermont, B.A. Economics
h_pattie_m

Director, SRS Vermont

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Current Responsibility

Pattie is a team leader in our Burlington, Vermont office. She manages a team of client accountants and account managers. Her client responsibilities include management and supervision of client accounts, including financial and regulatory reporting and special assignments related to captive insurance programs.

Experience

Pattie joined SRS in 2002. She has over 20 years experience of captive insurance accounting and consulting services experience to Strategic Risk Solutions. She has overseen captive programs for single parent and group captives, reciprocals and risk retention groups operating in all fifty states. Prior to joining SRS, Pattie served as President and CFO of SINSER Management Services/Aon in Vermont. She has also worked as the Supervising Accountant of the Financial Statements Unit of General Accounting for Liberty Mutual’s home office in Boston

Affiliations

  • Member and Director of the Vermont Captive Insurance Association

Education and Professional Designations

  • Associate in Insurance Accounting & Finance (“AIAF”)
  • Keuka College, Upstate New York, (Valedictorian)
h_Dave_Tatlock_m sm

Director, SRS Vermont

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Current Responsibility

Dave is responsible for the management and supervision of a portfolio of single parent and group captive insurance companies managed from our Vermont office. His activities include the preparation and review of monthly and quarterly financial statements, regulatory filings and co-ordination of external audits and examinations. He also oversees and co-ordinates junior accountants on accounts. Firm-wide, Dave serves as Chair of the company’s Professional Standards Committee and is a member of the Risk Retention Group practice.

Experience

Dave joined SRS in 2014. He has over 30 years of accounting experience with more than 25 years in the insurance industry as a chief financial officer or auditor. Dave has extensive experience with commercial insurance companies, including NAIC regulatory filings and statutory accounting. He also has a background in captive insurance having audited many Vermont domiciled captives including single parent and group captives including risk retention groups.

Prior to joining SRS, Dave was Chief Financial Officer with Co-operative Insurance Companies, a position he held for 14 years. He was responsible for all aspects of financial management and reporting for the $70 million property-casualty insurance company based in Middlebury, Vermont. He was also a member of the company’s Executive Management Team, responsible for strategic and operational planning. Dave started his career in auditing and spent 13 years as an auditor in Vermont, including leading the Vermont office of Johnson Lambert.

Education and Professional Designations

  • Certified Public Accountant, Vermont
  • Chartered Property Casualty Underwriter
  • State University of New York, College at Geneseo, Bachelor of Science, Accounting & Computer Science
h_david_littlehale_m

Director, SRS Vermont

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Current Responsibility

David is a team leader in our Burlington, Vermont office. He manages a team of client accountants and account managers in the Vermont and South Carolina offices. His client responsibilities include management and supervision of client accounts, including financial and regulatory reporting.

Experience

David joined SRS in 2000. He has 14 years of captive insurance accounting experience. He has audited, examined and managed captive programs ranging from single parent captives to association captives to risk retention groups, as well as experience in the “traditional insurance” market. Prior to joining SRS, David was an examiner for the Captive Division of the Department of Banking, Insurance, Securities and Health Care Administration. The division oversees, monitors and
regulates the largest on-shore domicile for captive programs. David has also worked as a senior auditor with KPMG LLP.

Affiliations

  • Member Vermont Captive Insurance Association
  • Member of the AICPA
  • Member of the Vermont Society of CPAs.

Education and Professional Designations

  • Certified Public Accountant, Vermont (1994) and Massachusetts (1992)
  • Certified Financial Examiner
  • Massachusetts College of Liberal Arts

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