“David’s contributions to our organization over the past five years have been invaluable. His expertise and commitment to excellence have driven us forward, and we are confident that his leadership will continue to propel CPA Insurance Plans West to new heights,” said Lori Ireland, FCPA, FCMA, ICD.D, Chair of the Board of Directors.
CPA Insurance Plans West is pleased to announce the appointment of David Filewich as its new Chief Executive Officer, effective July 1, 2024.
David Filewich, CPA, CA, has been with the organization for the past five years. Most recently, he served as the Senior Director of Operations, where he demonstrated exceptional leadership and vision. His appointment comes at a time when the organization is poised for growth.
David has been instrumental in spearheading the digitization of CPA Insurance Plans West’s operations. Under his leadership, the organization implemented a comprehensive Benefits Management system, a user-friendly customer portal, a new website, and a streamlined digital application process. These innovations have greatly enhanced the customer experience, making it easier for CPAs and their families to access the insurance products they need.
David’s appointment follows years of succession planning and thoughtful transitioning led by the Board of Directors and retiring CEO Jamie Hotte. Jamie will remain with the organization as Board Advisor until December 31, 2024. His continued presence will provide valuable support and guidance during this period of transition.
“David’s contributions to our organization over the past five years have been invaluable. His expertise and commitment to excellence have driven us forward, and we are confident that his leadership will continue to propel CPA Insurance Plans West to new heights,” said Lori Ireland, FCPA, FCMA, ICD.D, Chair of the Board of Directors. “We are thrilled to have David take on the role of CEO and look forward to the exciting future ahead.”
David expressed his enthusiasm for his new role, stating, “I am honored to be appointed as the CEO of CPA Insurance Plans West. I am passionate about our mission to provide comprehensive insurance and group benefits to CPAs and their families. I look forward to working closely with our talented team and Board of Directors to continue our tradition of excellence and explore new opportunities for growth and innovation.”
As it approaches 50 years in operation, CPA Insurance Plans West continues to evolve and adapt to the changing needs of its members. The organization remains committed to ensuring every CPA is insured when they need it.