Heather Dunn
SVP & CFO, West Bend Mutual Insurance Company
West Bend, Wisconsin
email hdunn@WBMI.com
phone (262) 365-2512
Heather is a Property and Casualty Insurance Financial leader of the 71st largest carrier in the United States. She's networked with industry experts in the accounting and technology space, including engagement at national levels. She's engaged in the southeastern Wisconsin community in a variety of non-for-profit roles, particularly those that benefit the arts.

Board Profile

Heather has been involved in audit committees for 15+ years at large and small clients, both for-profit and non-for profit. Her current role as CFO has engages her in the company's audit committee, investment committee, as well as the full board. She has deep insurance experience and banking exposure, both at local and national levels. Most notably she's attacked significant technological change, from the RFP stage through implementation that included internal control and data considerations

Board Experience

Museum of Wisconsin Art Board Member – August 2017 to Present; Board Chair 2020-2021; Finance Committee 2017-Present

United Performing Arts Fund Board and Audit Committee Member – December 2017 to Present; Audit Committee 2018-Present; Campaign Co-Chair 2021

Concordia University – Wisconsin –  Foundation Board 2020-Present; Investment Committee 2020-Present

CharismaQ – Board Advisor 2020-Present

West Bend Country Club – Board Member and various committees 2017-Present

IASA (International Accounting and Systems Association) Board Member – March 2015 to 2020

Greater Milwaukee Heart & Stroke Walk Executive Team – 2019

Tempo Washington County – President June 2015-2018

Skylighters of Wisconsin (Skylight Music Theater) Treasurer –  2005-2011

Professional Summary

Experience:

West Bend Mutual Insurance – since July 2008

Started as Controller and rose to AVP – Corporate Accounting, VP & Controller, VP & CFO, and SVP & CFO since 2019.  Responsibilities at this $1.6B property and casualty insurance carrier include leadership of the finance department and its main functions (accounting and reporting, taxes, investment accounting, billing) as well as oversight of internal audit.  Passions include evolution of company technology and corporate strategy, and is a member of the strategic leadership team.

Spearheaded and fully engaged in four significant technological changes over this tenure, including new General Ledger, Investment Accounting, Accounts Payable and Reinsurance systems.  Deployed a Corporate Performance Management system which allowed for strategic growth and expansion of reporting capabilities.  Rolled out new payment functionalities that improved customer experience and cut costs.  A key member of the management team that replaced our policy administration system and billing platforms that engaged with our enterprise data warehouse.  Led the idea to implement a customer experience shift for the billing team that involves the “effortless experience” model, which moved throughout the company.

 

Ernst & Young – June 2001 to July 2008

Audit manager in the Financial Services Practice, which included auditing mid-sized to large banks and insurance companies.

 

Education:

University of Notre Dame – Mendoza College of Business

Master of Science, Accountancy – cum laude   2001-2002

St. Norbert College

Bachelor of Arts, Math and Business Administration – magna cum laude   1997-2001

Graduate of the Honors Program

Universitat Salzburg study abroad program in 1999-2000

Certifications: 

Certified Public Accountant (Wisconsin)
Chartered Property Casualty Underwriter

Recognition & Awards

BizTimes Notable Women in Insurance 2021

Milwaukee Business Journal 40 Under 40 in 2018

Washington County Daily News 40 Under 40 in 2017

Personal

Wife to Brian, also a CPA but current stay-at-home dad of our 3 kids (Hayden, Calvin, Ashlyn) and our dog, Titan Enjoy singing, including occasional public displays for charity events and with our in-house company band called "Bending West" Enjoyed volunteering with Junior Achievement for the past 15 years Like to golf, boat/waterski, read, exercise, drink wine

Sector

FinancialProfessional Services

Functional Expertise

AuditFinanceInformation technology systemsOperations

Business Accomplishments

Strategic Planning

Technology

Risk & Controls