President of Education in Pursuit LLC
Kay has been in the insurance industry over 30 years primarily on
the independent agency side with experience in personal lines,
commercial lines, production and office management. She
completed the INS program in 1979, CPCU in 1999, AIS and then
ACS in 2005 and AAI in 2007. Kay was Part-time CoDirector of the
Insurance Division at the Community College of Aurora from 2000
to 2006. She has continued on as an instructor for insurance
classes sponsored by the Colorado Chapter of CPCU. She also owns
and runs an insurance recruiting firm (QPS Consultants), which she
started in 1998. Kay is past president of Insurance Women of
Denver, Member, Past Director, and President for 2009/2010 of the
local CPCU Chapter as a well member of Denver Claims Association
and Blue Goose Association. Kay has been awarded Level III
Outstanding Instructor Award by The American Institute.
Joan Schmitt
Joan has over 25 years of human resources and business experience in
manufacturing, finance, research and development, and insurance industries. Her
experience includes strategic planning, organizational design and development,
executive and employee development, team building, facilitation, compensation,
performance management, employee relations and employment, change
management and business consulting.
She has a Bachelor's Degree in Business Administration and a Master's Degree in
Communication from the University of Denver.
For the past six years, Joan has been president of HR Expert.Com, Inc., an
organization which offers human resources consultation and recruiting for
administrative positions and for the insurance industry.

Charles Cardillo, CIC
Charles Cardillo started his insurance career in the investment world with
EFHutton, where he offered investment oriented insurance products such as
annuities with a full array of other financial services. He went on to Prudential
Insurance Company where he offered both investment oriented insurance products
along with personal lines auto and homeowners insurance. He then started his own
property and casualty agency in 1992, which emphasized commercial property and
casualty insurance. During this same period he started teaching both at the college
level and to pre-licensing students and insurance practitioners in continuing
education. Charles Cardillo holds a B.A. in Political Science from the University of
Massachusetts and an M.A. in Public Administration from Boston University.
Paula vonLindern, CPCU, ARM
Prior to joining the insurance industry, vonLindern counseled troubled teenagers
and worked in the food and beverage industry. She retired from State Farm in
December 2004 after over 23 years - 14 as a claims manager for property, casualty
and workers' compensation claims. Paula served as Co Director of the Insurance
Division at Community College of Aurora from 2004/2005 and then joined Beecher
Carlson as Risk Management Consultant, focusing on the formation of home
builders' captives. Having earned her CPCU designation in 1991, she furthered her
insurance education with an ARM designation in 1994. She joined the faculty of
the Insurance Education Department of the Community College of Aurora in 1996
and teaches various CPCU and all ARM courses now for Colorado Chapter of CPCU.
The Insurance Institute of America recently recognized Paula as an Outstanding
Course Leader. In her spare time she enjoys traveling, especially to Europe.

Judi Burk, CPCU, CLU, ChFC / State Farm Judi graduated from the University of Colorado at Denver with a Bachelor of Science degree in Business with emphasis in Marketing in 1984. She joined State Farm in August 1987 as a claim representative handling Auto property and injury claims. Promoted to Claim Supervisor in 1991 and Claim Superintendent in 1995. Began the Auto Special Investigative Unit in Metro Denver area in 1995. Began the Organized Activity Unit in SIU in Denver in 1997. Currently supervise Auto and Homeowner's property and injury SIU claims. Obtained the CPCU designation in 1995. Obtained the Certified Insurance Fraud Investigator designation in 2001. Obtained the CLU designation in 2002 and the ChFC designation in 2003. A member of the International Association of Special Investigative Units, the International Association of Auto Theft Investigators, and the Colorado Auto Theft Investigators.
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Education in Pursuit LLC
P.O. Box 741316
Arvada, CO 80006
720-939-5575/Fax 1-866-899-4898
Gary L. Glosser, CPCU / SIU State Farm Casper Office Gary has been in the SIU (Claims Special Investigations Unit) for State Farm in Casper since 2004. He previously handled Auto & Fire Claims for State Farm from 1989 to 2004. Gary started his career as a police officer in California from 1974 to 1982 and was a Robbery/Homicide Detective from 1979 to 1982. He was also in the Army Reserves from 1970 to 1982. Gary received his Associates Degree in Health Sciences in 1986 and is RN Degree is 1987. Gary served as a OB/GYN Nurse until 1989.
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James L. Sugden, CLU President, Employee Benefits Solutions Jim entered the life insurance industry in 1970 after service in the United States Marine Corps. Attained Chartered Life Underwriter designation from the American College in 1976. Attained Life membership in the Million Dollar Round Table. Founded, Planned Benefits, Inc., an employee benefits brokerage firm in Georgetown, CT in 1981. Vice President, Group Benefits Shoppers, Boulder, CO from 1991 – 1994. Health insurance software for agencies and home office research functions. Marketing Director, REF & Assoc., a health insurance consulting firm and managing general agent from 1994 – 1994. Association Account Executive for Gerald L. Lukton Company, Inc., a regional association plans marketing firm. Founder and President, Employee Benefit Solutions, Denver CO, an employee benefits brokerage firm 1998- Present.
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PHILIP V. KEENAN, J.D., CPA, CFP
Philip V. Keenan is a principal in the law firm of AMBLER & KEENAN, LLC. Mr. Keenan is admitted to practice law before the Supreme Court of the State of Colorado, the United States District Court for the District of Colorado, the 10th Circuit of the United States Court of Appeals, and the United States Supreme Court.
Mr. Keenan received his B.A. in Political Science from the University of Kansas, a B.S. in Accounting from the State University of New York, and a M.A. in Business Management from Webster College. He is also a graduate of the United States Naval War College. Mr. Keenan received his J.D. with honors from the University of Denver College of Law.
Mr. Keenan's law practice focuses on estate planning, taxation of estates and gifts, probate and trust law, and trust administration. A member of the American Academy of Estate Planning Attorneys, Mr. Keenan is a frequent speaker on various estate planning subjects.
Prior to his legal career, Mr. Keenan served with distinction as an officer and pilot in the United States Navy. He is licensed as a Certified Public Accountant (CPA) by the state of Colorado, and he is a Certified Financial PlannerTM (CFP®).
Active in local community organizations, Mr. Keenan's professional associations include membership in the Denver Bar Association and the Colorado Bar Association. A proponent of charitable giving, he is a member of the National Committee on Planned Giving, and serves on the Board of Directors of the Colorado Planned Giving Roundtable. Mr. Keenan is also a member of the National Academy of Elder Law Attorneys.
Mr. Keenan and his firm are dedicated to providing cost effective service to their clients as they accumulate, preserve, and transfer wealth. He believes that an estate plan will be most effective when it is crafted by a team comprised of the client's most trusted advisors.
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John E. Putnam, CPCU, ARM, is a consultant with his new company, Putnam Assurance & Risk Services, LLC. Prior to starting this new firm, John was an agent for twenty-eight years with three P&C agencies in Colorado Springs: Putnam Associates, SCA Insurance, and Hub International SW. As an agent and agency owner, these experiences have provided him with a wide range of opportunities to address customer, business, and industry issues facing front-line insurance agents. In his early career, he served with Aetna Casualty and Surety in two capacities: a claim representative and an administrator leading a team that developed systems and procedures for handling claims.
He attended the University of Massachusetts where he received a degree in Government and the University of Colorado where he earned a Masters Degree in Political Science. He received his CPCU designation in 1981 and his ARM in 1999. During his agency years, he has taught seminars and courses on a wide range of topics.
As an advocate of the independent insurance agency system, John has served as a director and officer in the Professional Independent Insurance Agents of Colorado, Inc. as well as Colorado’s Director to the Independent Insurance Agents and Brokers of America, Inc. In those capacities, he has worked to change certain industry practices addressing Workers Compensation Reform, construction defect issues, and most recently Certificate of Insurance issues. In addition, John served on the Board of Colorado Compensation Insurance Authority, the predecessor of Pinnacol Assurance, for three years where he was able to contribute to the development of this company in its transition years from a State Fund to a stand-alone Colorado insurance carrier. He looks forward to sharing with other insurance professionals his diverse insurance experiences.
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