James C. Marquis, 501 Works LLC, Chief Innovation Officer is a seasoned senior executive with more than 20 years of experience working with a wide variety of associations and nonprofits. James’ work experience includes serving as CIO for a large medical association, CEO of a technology consulting organization and senior roles in product development and business consulting for for-profit and nonprofit clients. He also has designed and built multiple Internet-based business applications including Mojo Middleware™ and Software Mage™.

Derek S. Symer, CPCU, AHT Insurance, Partner, Director AHT Nonprofits has for 20 years concentrated his efforts on associations, the education sector, think tanks and NGOs. Derek has a particular focus in Directors & Officers’ coverage, Association Professional Liability and Cyber insurance, and international risks. Derek has a BA in History and German from Dartmouth College and an MA in European History from American University.

Dave in 5 Words: Consistently Delivering Positive Financial Outcomes. Proven senior finance executive with 35+ yrs experience managing association and non-profit accounting, finance, tax, and information technology systems. Great ability to explain financial information to board members and other key stakeholders. Specialties: Licensed CPA – State of Maryland, Virginia CGMA- Chartered Global Management Accountant

Rich Gatz joined Coalition as Claims Counsel in 2020. He has spent the last thirteen years working in the professional liability and financial lines claims departments of several global insurers. He has extensive experience with complex claims in various lines of insurance, including: Non-profit/Private and Public D&O, Financial Institutions E&O, Employment Practices Liability, Professional Liability, Cyber, Technology E&O, and Crime. Rich is a cyber insurance and privacy subject matter expert and a distinguished Fellow of Information Privacy with the International Association of Privacy Professionals. Rich’s primary focus is to help Insureds by simplifying the complexity of the insurance claims process and working aggressively to reduce their claim exposure and actual loss. A professed “coverage geek” he enjoys crafting policy language that solves risk for Coalition customers. Rich has spoken on various panels and at industry conferences regarding cyber claims and coverage, data breach response, and privacy issues in technology. He is a graduate from The Ohio State University and the DePaul University School of Law. Rich is a member of the State of Illinois Bar.