Wholesale and Specialty Insurance Association
Wholesale and Specialty Insurance Association's network
21 people3 organisationsi21 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (21). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
21 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 17 voting members of its governing body on its latest Form 990 Part VI; we list 21 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Adam Care | Director (Term End 3/13/23) | 2022 | 4 yrs |
| Brenda Ballard Austenfeld (also filed as Brenda Austenfeld) | Vice President | 2018 | 8 yrs |
| Bryan Clark | Immediate Past President | 2018 | 8 yrs |
| Carlton Maner | Company secretary | 2021 | 5 yrs |
| Christa Nadler | Director (Term Start 3/13/23) | 2023 | 3 yrs |
| Coryn Thalmann | Director | 2020 | 6 yrs |
| Cristi Carrington | Director | 2023 | 3 yrs |
| Danielle Wade | Director | 2022 | 4 yrs |
| Danny Kaufman | Director | 2021 | 5 yrs |
| Dave Obenauer | President | 2018 | 8 yrs |
| Davis D Moore | Past President (Term End 3/13/23) | 2022 | 4 yrs |
| Gerald Dupre | Director | 2022 | 4 yrs |
| Henry Lopez | Director | 2022 | 4 yrs |
| Jeff McNatt | Director (Term Start 3/13/23) | 2023 | 3 yrs |
| Jennifer Kessel | Director (Non-Voting) | 2023 | 3 yrs |
| Patrick Albrecht | Treasurer | 2018 | 8 yrs |
| Phillip McCrorie (also filed as Phil McCrorie) | Director | 2020 | 6 yrs |
| Robert Sanders | Director | 2018 | 8 yrs |
| Shannon Dahlke Applegate | Director (Term End 3/13/23) | 2018 | 8 yrs |
| Veronica Davis | Director (Term Start 3/13/23) | 2023 | 3 yrs |
| Wendy Houser | Director | 2020 | 6 yrs |
Officers and senior leadership
21 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Bobby Owens | Former Secretary/Treasurer | 2018 |
| Brady R Kelley | Executive Director | since 2018 |
| Brenda Ballard Austenfeld | Treasurer | 2021 |
| Bryan Clark | Vice President | since 2019 |
| Bryan Sanders | Vice President | since 2018 |
| Chris Timmerman | Sr MGR Student Relations | 2021 |
| Corinne Jones | Immediate Past President | since 2018 |
| Dave Obenauer | Treasurer | since 2020 |
| David E Leonard | Former Immediate Past President | 2018 |
| Davis D Moore | Vice President | since 2018 |
| Debbie Hill | Director of Meetings & Conventions | since 2018 |
| ED Levy | Former Immediate Past President | 2018 |
| Greta Roberts | Controller & Membership Manager | since 2018 |
| Jacqueline M Schaendorf | President | since 2018 |
| James C Drinkwater | Former Vice President | 2018 |
| Joel D Cavaness | Vice President | since 2018 |
| Julie Fritz | Director of Operations | since 2018 |
| Kathy Schroeder | Former Vice President | 2018 |
| Keri Kish | General Counsel & Policy Director | since 2018 |
| Susan Henderson | Director of Marketing & Communications | since 2018 |
| Vanessa Sims | Director Diversity, Equity, & Inclusion | since 2022 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Brady Kelley | CEO & President | 40 | $717k | $237k | |
| Frosty Mohn | Director of Technology Operations | 40 | $329k | $51k | |
| Keri Kish | General Counsel & Policy Director | 40 | $307k | $32k | |
| Debbie Hill | Director of Events | 40 | $284k | $30k | |
| Vanessa Sims | Director of Talent & Culture | 40 | $276k | $73k | |
| John Meetz | Director of Government Relations | 40 | $224k | $34k | |
| Phillip McCrorie | Chair | 2 | $0 | ||
| Patrick Albrecht | Vice Chair | 2 | $0 | ||
| Wendy Houser | Secretary | 2 | $0 | ||
| Coryn Thalmann | Treasurer | 2 | $0 | ||
| Brenda Ballard Austenfeld | Immediate Past Chair | 2 | $0 | ||
| Steve Boyd | Director | 1 | $0 | ||
| Christi Carrington | Director | 1 | $0 | ||
| Veronica Davis | Director | 1 | $0 | ||
| Gerald Dupre | Director | 1 | $0 | ||
| Michael Garrison | Director | 1 | $0 | ||
| Kristin Jones Director | (Non-Voting) (Term Start 03/2025) | 1 | $0 | ||
| Danny Kaufman | Director | 1 | $0 | ||
| Neil Kessler | Director (Term Start 03/2025) | 1 | $0 | ||
| Lou Levinson | Director | 1 | $0 | ||
| Jeff McNatt | Director | 1 | $0 | ||
| Christa Nadler | Director | 1 | $0 | ||
| Patrick Roe | Director | 1 | $0 | ||
| Robert Sanders | Director | 1 | $0 | ||
| Danielle Wade | Director | 1 | $0 | ||
| Annie Dawson Director | (Non-Voting) (Term End 03/2025) | 1 | $0 | ||
| Dave Obenauer | Director (Term End 03/2025) | 1 | $0 |
About
- Legal name
- Wholesale and Specialty Insurance Association
- EIN
- 860140772
- Address
- 4151 N Mulberry Dr Ste 240, Kansas City, MO, 64116-4600
- State
- Missouri
- Mission
- The wholesale & specialty insurance association (wsia) is the non-profit association of professionals and specialty market leaders dedicated to the wholesale distribution system. (continued on schedule o)wsia represents the interests of its members and the valuable role they play in the insurance market through networking, education, talent recruitment and development, regulatory and... (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 8 (IRS master file code)
- Formed
- 1926
- Principal officer
- Brady Kelley (as named on the Form 990)
- IRS ruling date
- 1 April 1951
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
Most connected
Related organisations (Schedule R)
RelatedSTUDENT-FOCUSED EDUCATIONAL PROGRAM, SYMPOSIUMS & SCHOLARSHIPSWsia Education FoundationRelatedSTIMULATE A BROAD PIPELINE OF TALENT FOR THE INSURANCE INDUSTRYWsia Talent Advocacy & Engagement Foundation
Longest observed on the filings
≥8years on the filingsBrenda Ballard Austenfeld
≥8years on the filingsBryan Clark
≥8years on the filingsDave Obenauer
≥8years on the filingsPatrick Albrecht
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $29.2m
- Total liabilities
- $6.9m
- Net assets or fund balances
- $22.3m
- Contributions and grants received
- $45k
- Program service revenue
- $15.1m
- Grants and similar paid out
- $61k
- Employees
- 24
- Volunteers
- 21
Grants paid
3 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Gamma Iota Sigma | Sustaining partnership contribution | $11k |
| Independent Insurance Agents & Brokers of America Inc | Big i sponsorship | $10k |
| The Surplus Lines Association of North Carolina | Ncsla annual convention | $6k |