Program:   



101 Accounting Update

Moderator
Karsten Hatch, Larson & Company

Speakers
Michael Reis, Northwestern Mutual
Julie Gann , National Association of Insurance Commissioners

Are you up-to-date on the 2019 activity of the NAIC’s Statutory Accounting Principles Working Group (SAPWG)? Do you know what issues are still pending and, if adopted, might need to be addressed for year-end 2019? Are there other NAIC initiatives in the works that may eventually affect statutory accounting? This session will provide current information your company needs to prepare for necessary statutory accounting changes.

Objectives:
  • Understand new statutory accounting requirements.
  • Determine needed company changes to meet new statutory accounting requirements.
  • Recognize areas of NAIC activity that need to be monitored.





102 Industry Perspective: Current Expected Credit Loss (CECL)

Moderator
Rachel Evans, BlackRock

Speakers
Betsy Rose, State Street
Maria Bifulco, Prudential
Sudarshan Bhaiya, BlackRock

Industry experts see the new GAAP Credit Loss standard, commonly referred to as CECL, as one of the most significant changes facing financial institutions today. There is universal agreement that implementing the standard will be challenging. Is your company ready for the operational, analytical and accounting processes you will need to complete? With the implementation date just months away, join this session and gain knowledge from our experts on what you should be thinking about, including a review of the guidance, walk-through examples, operational and investment considerations, and reporting changes.

Objectives:
  • Review new GAAP guidance, including differences by asset type and classification (HTM vs. AFS)
  • Walk through example impairment processes, including operational, analytical and process considerations
  • Discuss what companies should be thinking about with regards to CECL implementation





103 Technology Business Management-A Finance and IT Collaboration

Moderator
Eric Kegler, Baker Tilly

Speakers
Lisa White, Western & Southern Financial Group
Brian Haberman, Western & Southern Financial Group

As the Insurance Industry becomes more centered around Information Technology (IT), managing the IT Portfolio becomes a key component of successful strategy execution. How do you, not just manage, but strategically align an IT Portfolio in a successful way? How can the needs of the business be met while maintaining control over costs? In 2016, Western & Southern Financial Group began a collaborative effort between IT and Finance to better manage the large, strategic and operational program and project requests coming from both outside, and within, IT. Through this collaborative effort, Western & Southern now Captures, on all Strategic Programs and Projects, a Business Case. Cost/Benefit Analysis. Estimate of the level of IT effort for execution. Complexity and Risk Assessments. • Has a rolling Portfolio that is vetted monthly at the Executive Level. • Assesses Demands based on strategic alignment. • Sequences the Portfolio based on priority and resource availability.

Objectives:
  • Explain the fundamentals of project portfolio management at Western & Southern Financial Group.
  • Select and sequence the highest value work.
  • Participate in an interactive walk-thru of the Western & Southern Demand Lifecycle.





104 Maximizing R&D Tax Credits: How Insurance Companies Can Benefit

Moderator
Margarete Chalker, Plante Moran

Speakers
Julie Peters, Plante Moran
Chuck Marchand, Plante Moran
Kristy Dombkowski, Hastings Mutual Insurance Company
Callie Courtright, Hastings Mutual Insurance Company

In a dynamic technological landscape, insurance companies are making significant investments of internal and external resources to build new software platforms resulting in automation of workflows and improved business functions. These efforts often qualify for a federal tax credit

Objectives:
  • Determine the qualifying criteria for the Research Tax Credit
  • Identify potentially qualifying activities and projects applicable to the Insurance Industry
  • Discuss what expenses can qualify for the Research Tax Credit
  • Educate on tax benefits, possible risks, and burdens associated with competing a Research Tax Credit project.





105 Unstable Outlook? The Changing Landscape of Fixed Income

Moderator
Tim Hicks, FIS Global

Speakers
Walt Stubbings, Miles Capital

Fixed Income was traditionally considered the safe zone for insurers. But today, corporate credit quality is declining, the municipal bond market has been impacted by tax reform, and rates are rising. What do insurers do now?

Objectives:
  • Identify the market forces that have impacted fixed income
  • Evaluate the big changes and how they will impact portfolios
  • Discuss ways to take advantage of the current market dynamics





106 Fraud Investigations: Who What Where and How

Moderator
Harika Crabtree, Farmers Insurance

Speakers
Cristine Miller, MCM CPA's & Advisors

This session will focus on the identification of potential fraudulent actions that can cost insurance companies millions of dollars. Who are they, what are they doing, where are they located and how do we find them?

Objectives:
  • Who are the types of people will commit fraud and how do you find them?
  • What types of tools are they using to commit this fraud?
  • How do we identify different types of fraud in our industry?





107 Essential Elements of Reinsurance

Moderator
Jon Harris, BKD

Speakers
Stephen Korducki, BMS Re US
Urban Friesz , BMS Re US

Reinsurance is often referred to as “insurance for insurance companies.” While many of the concepts of insurance carry over to reinsurance, the reinsurance environment includes numerous unique terms, coverages and concepts. A solid understanding of these concepts will help finance, IT and risk professionals consider the common variables involved in different forms of reinsurance products and how they operate as a risk management tool. In this session we will provide a solid foundation of reinsurance principles and discuss key concepts to consider when developing a reinsurance program.

Objectives:
  • Describe the role reinsurance plays in an insurance company's risk management strategy.
  • Provide insight into various reinsurance products and the objectives they are designed to achieve.
  • Analyze various ways premium, losses and expenses can be shared in a reinsurance program.
  • Analyze the impact of reinsurance alternatives on balance sheets, income statements and financial ratios.





108 Cannabis: Insurers Capitalize on Effective Management of Growing Niche

Moderator
Pat Speer, Speer Content Strategy & Development LLC

Speakers
Wes Gilbreath, Continental Heritage Insurance Co
Lee Mashore, CHSI Technologies Inc
Camille Dixon, J.D., LL.M. , State of California Insurance Department
Kathleen Brown-Hurtado, International Excess Companies

The US cannabis market is fraught with both uncertainty and unheard-of potential. From greenhouses, water/irrigation to labs/testing, to financial services (banking and payment processing), core software and point-of-sale, to retail support, credit/collection and regulatory compliance, the industries supporting cannabis growers and distributors is growing exponentially. Hedge fund legends, big pharma, big tobacco, big alcohol, and now even the Coca-Cola Co. are among the list of new and possible cannabis industry participants. Why? The cannabidiol (CBD) market is estimated to grow by 700 percent by 2020, and Hemp Business Journal projects that the CBD market will grow to $2.1 billion by 2020 (http://cnw.fm/7iczS), compared to last year's CBD market of $202 million. A panel of experts will discuss insurers’ risk management challenges, the technology solutions that will help them achieve growth, and how to manage and capitalize on the cannabis industry’s future state.

Objectives:
  • How small-to-medium sized insurers are setting the pace, successfully providing coverage ranging from BOP to WC.
  • How cloud-based enterprise software is configured to meet the unique requirements of insurers underwriting cannabis exposures.
  • The top risk management issues (environmental, safety and loss control, etc.) impacting effective underwriting.





121 Test Drive

Moderator
Rachel Perlmutter, Johnson Lambert LLP

Speakers
Sherene McHenry, Fully Engaged, LLC
Jerry Balistreri, The Balistreri Group
Karen Hinds, Workplace Success
Rebecca Heiss, Rebecca Heiss LLC
Jim Mallozzi, Principal Mindset Advisors

Test Drive Our Professional Development Sessions - Want a taste of what’s in store our Professional Development sessions? Come sit in on this fast paced session where you will get to hear from seven of our speakers. Each speaker will spend several minutes presenting a unique perspective related to your professional development. We will talk Leadership, Connecting with People, Identifying Personal Blindspots and more. You won’t want to miss out on this jammed packed session.

Objectives:
  • Elevate Your People IQ
  • Building Rapport - The Art of Connecting with Anyone
  • From Blindspot to Break Through





221 Elevate Your People IQ

Moderator
Rachel Perlmutter, Johnson Lambert

Speakers
Sherene McHenry, The People IQ Expert™

Even seasoned leaders are faced with difficult, distracted or disruptive individuals whose behaviors adversely affect performance, productivity and profitability. Don’t let them upset the applecart for your whole team! Rock star leaders respond strategically to halt destructive actions and encourage behaviors that lead to organizational success. Hold individuals accountable. Get slackers to pull their weight. Protect your best employees from burning out or leaving. Based on Navigate: Understanding The Five Types of People by Dr. Sherene McHenry.

Objectives:
  • Utilize varying leadership strategies for High Flyers, Steady Gliders, Lackers, Slackers and Hackers
  • Hold individuals accountable for tasks and behaviors
  • Halt disruptive behaviors before they destroy morale





222 Building Rapport-The Art of Connecting With Anyone

Moderator
Tim Reinert, WoodmenLife

Speakers
Jerry Balistreri

This training will explore the finer details of how to building rapport with anyone. Various levels of rapport building will be explained with examples of how to perform each level. Various connecting techniques will be described that are proven effective. Your connecting skills will be improved as a result of this training.

Objectives:
  • Identify the cornerstones to business connections and how to best put them to use.
  • Secure action steps on ways to emotionally and authentically connect with others.
  • Describe the three levels of building rapport.





271 AI/Machine Learning - Will People Transform Automation, or Automation Transform People?

Moderator
Joe Dzigiel, Duck Creek Technoligies

Speakers
Gabe Zubizarreta, Silicon Valley Accountants
Judy Busby, The Jacobson Group

Effectively maximizing the advantages of emerging technology hinges on having people that can leverage these. To realize the ROI of technology, both Process Improvement and Human Capital must be considered. It is a proven fact that evolving technology relies on the human component for success. Therefore, a fully integrated workforce must be prepared and engaged to leverage improvement opportunities offered by advancing technology. Join us as Judy Busby, Senior Vice President for Executive Search and Corporate Strategy of The Jacobson Group, and Gabe Zubizarreta, CEO of Silicon Valley Accountants, lead discussions to explore both the technical and human side of the “future of work”.

Objectives:
  • Understand the impact of Robotics and AI on the future workforce.
  • Review successful Best Practices for Robotics and AI.
  • Design successful Robotics and AI implementations.
  • Discuss how to engage your workforce to respond to technology changes.
  • Explore best practices for effectively recruiting, managing, and retaining an emerging augmented workforce.





272 Payment Method Options - Hear from the Experts

Moderator
Bill Clausen, Prelude Software

Speakers
Mike Fagen, CSAA - AAA Insurance Group
Tom Reuter, Deluxe
Greg Thompson, WEX
Bill Clausen, Prelude Software
Joy Rohde, Ingo Money
Steven Huff, Early Warning Services / Zelle

The insurance industry is going through a significant period of disruption from insurance carrier upstarts and insuretech companies offering a plethora of ways to make all aspects of insurance more connected, more efficient and more accessible. However, with all of the improvements in processing efficiencies, none seem as directly significant to the policyholder than when they become a claimant and need to be paid by the carrier. They need good funds fast! Yet, research shows most carriers still resort to sending a paper check to the claimants. However, even Deluxe, the largest check company in the world is aggressively offering its eCheck solution to help companies migrate off of paper. Come learn the nuances of choices from a moderated panel of carriers and payment method providers like Mastercard, Visa, WEX, Zelle, Ingo Money and One Inc. to discuss just a few of the solutions that can help kill the check!

Objectives:
  • Panel from among the aforementioned providers will discuss use cases for their particular payment method offerings
  • The pros, cons, hurdles and gained efficiencies of using a particular payment method
  • The best way to implement payment methods across the carriers enterprise to recognize best ROI





273 Core & Digital Platforms

Moderator
Mitchell Wasserman, Insurity

Speakers
Mitchell Wasserman, Insurity
Bob Evans, Orchid Insurance
Ram Veeramani, Everest Insurance

Insurers and analysts agree that moving beyond disparate core systems into an interlinking collective platform driven by APIs is the next frontier in operationalizing the insurance space. Yet, the future of insurance is being defined right now and the platforms built today can't understand the data and internal company operations of the future. The sheer volume of data growth from IT, sensors, and other business applications is creating additional silos that insurers must unify to provide actionable insights. This panel will discuss how platforms must empower insurers to create their own digital experiences for users, altering visual and functionality to support data that hasn’t even been aggregated yet, and company operations that have yet to be established.

Objectives:
  • Identifying the new types of third-party and in-house data that the industry will need to integrate
  • Understanding the balancing act between immense customization versus OOTB simplicity in platforms
  • Helping organizations with their struggle to achieve a unified view of data





274 Cybersecurity in Action

Moderator
Darby ONeill, Princeton Insurance Co

Speakers
Joe Oleksak, Plante Moran
Tom Tollerton, Dixon Hughes Goodman
Patrick Flannigan, Plante Moran

Organizations value and view security, risk and control differently. The insurance industry sits on vast amounts of data. Executive leaders in the insurance industry understand the importance of effective cybersecurity risk management but many organization continue to struggle with objective and consistent assessment of this risk. Combining both technical and strategic views, this session will look at how attacks are perpetrated and defended against as well as review several cybersecurity risk management tools in preparing for such an event. We will illustrate the importance of committing to security through live, real-world examples of hacking and discussing the controls that we often find missing during our penetration testing, and discuss the tools and methodologies that can as assist organizations with understanding their risk.

Objectives:
  • Provide a high-level overview of the risk assessment tools and methodologies available to manage cybersecurity risk.
  • Illustrate how a cybersecurity attack occurs and what should be done during and after an attack.
  • Discuss best practices for helping organization with understanding their risk and approaches to managing it.





275 Delivery: System Implementation Success

Moderator
George Grieve, CastleBay Consulting

Speakers
Steve Romanow, Franklin Mutual
Tim Thackaberry, New Mexico Mutual
George Grieve, CastleBay Consulting

Core administration system implementations are risky, at best. That makes risk mitigation the new name of the implementation game. Taking the complexities and additional workload create by such projects into consideration, many core system implementations are completed utilizing significant professional services or a system integrator (SI). Now, implementation success is based on more than just which vendor or system is selected. In the hands of the right SI, insurers have a good chance at implementation success, but choosing the right SI is critical. Vendors look after their restricted aspects of the project, so insurers must look after everything else. Realistically, the only way to do this is by partnering with as independent SI . This session will provide real world examples and best practices for choosing the best SI for the job.

Objectives:
  • Evaluate the team potentially responsible for a core system implementation
  • Identify non-negotiable criteria for choosing an SI
  • Provide reasons why an SI should be selected by the insurer and not the vendor





301 Reporting Update

Moderator
John Bauer, Prudential Financial

Speakers
John Bauer, Prudential Financial
Linda Hunsucker, NAIC

The NAIC is working on completing the updates for 2019 year-end reporting. Learn what items have already been adopted and what your company can do now to prepare for those changes. Get a preview of items being considered for 2019 adoption at the upcoming June 2019 Blanks Working Group conference call. The session will also summarize the 2019 Risk-Based Capital format changes, as well as provide information on what RBC revisions are still pending.

Objectives:
  • Attendees will be able to explain 2019 revisions for RBC.
  • Attendees will be able to explain 2019 revisions for Blanks.
  • Attendees will be able to plan any necessary system or documentation changes to produce required data.





302 360 Degree Persepective of Cybersecurity Risk

Moderator
Kim Mobley, Johnson Lambert LLP

Speakers
Rick Nelson, Johnson Lambert LLP

Cybersecurity risk has become an important consideration in the risk profile of a company. Frequent front-page news articles highlight external attacks or attempts to access company systems and data. The need for a robust cybersecurity program is a critical and required mitigation strategy for insurance companies of all sizes. This session addresses the current cybersecurity risk environment including trends, recent regulations, other regulatory activities, and steps to support compliance. Panelists will include a current regulator from the Arizona Insurance Department, company representative, principal in Johnson Lambert’s regulatory consulting practice and IT Advisory partner. Topics addressed from each panelists’ different perspective will include: >Recent regulatory developments including the NAIC Model Cybersecurity Law, NY and SC Cybersecurity Regulations and other state activities. >Perspective and expectations of the financial examiners when conducting a financial examination and IT review. >Company perspective in the development, commitment and challenges encountered in a cybersecurity program.

Objectives:
  • Understand the current regulatory climate or cybersecurity risk including recent activities of the NAIC and states.
  • Learn about how cybersecurity risk is addressed through the financial examination process and expectations of review.
  • Understand the Company’s perspective on the development, challenges and success of a cybersecurity program.





303 Treasury & Accounting Impact on Alternative Payament Methodologies

Moderator
Karsten Hatch, Larson & Company, PC

Speakers
Lenny Richileau, Commerce Bank
Samantha Werner, Commerce Bank
James Heavin, CPA, CISA, CLU, Shelter Insurance

Alternative claim payments methods are becoming more popular in today’s world. When used to pay insurance claims they can have a significant impact on the accounting and treasury service group. These impacts range from accounting and reconciliation issues "Where's my check number" to treasury investment and float losses. Near real time payments can also challenge bank funding relationships and accounting systems. Join us as we contemplate the pitfalls and advantages of the emerging trend of alternative payments.

Objectives:
  • Make accounting and treasury personnel aware of needed changes.
  • Discuss the possible impacts to their department from the use of alternative payment methodologies.
  • Provide a better understanding of treasury money management and float issues.





304 SALTY Talk: Hot Topics In State & Local Tax

Moderator
Nancy Thibideau, Amerisure Insurance Company

Speakers
Michael Palm, BKD CPAs & Advisors
Melissa Gasior, BKD CPAs & Advisors
Rodney McGough, Ohio Bar Liability Insurance Company

This session will focus on hot topics in state and local taxes, with emphasis on recent legislation and litigation that impact the insurance industry.

Objectives:
  • Discussion on SALT hot topics
  • Update on Wayfair’s impact to insurance companies
  • Update on continuing SALT responses to 2017 Federal Tax Reform and any federal revisions in 2018/2019





305 Investment Accounting Update

Moderator
Richard Pullara, Clearwater Analytics

Speakers
Julie Gann, CPA, FLMI, AIRC, ARA, National Association of Insurance Commissioners
Charles Therriault, National Association of Insurance Commissioners
Sabrina Wilson; CPA, Clearwater Analytics

Investment accountants working in the insurance industry know it is crucial to stay up-to-date with recent regulatory guidance. Attend this session to hear the most recent NAIC investment accounting updates pertaining to the Statutory Accounting Principles Working Group (SAPWG), Valuation of Securities Task Force (VOSTF), Blanks Working Group (BWG), and Investment Risk-Based Capital Working Group (IRBCWG). Attendees at this session will hear from Julie Gann, CPA, Senior Manager - Accounting and Reporting at the NAIC, and Charles Therriault, CFA, Director of the NAIC Securities Valuation Office, National Association of Insurance Commissioners, and Sabrina Wilson, CPA, FLMI, Clearwater Analytics on the latest hot topics and important investment accounting related items. They will analyze how changes to risk-based capital will influence 2019 filings, discuss updates to the private credit rating and filing exempt processes, and address other relevant topics being discussed by the NAIC.

Objectives:
  • Find out how upcoming regulations could impact your insurance accounting and investment teams
  • Discuss best strategies for keeping up with regulatory bodies
  • Understand the bigger picture of how investment accounting regulations affect your industry





321 Skills Fair - Elevate Your Game

Moderator
Natalie Roberts, Medical Mutual Liability Insurance Society of MD
Dina Johnson, Rockford Mutual Insurance Company

Speakers
Cathy Ellwood, Ellwood Enterprises
Nikki Dugan, EIS Group
Laurence Vanden Boom, Plante Moran
Margaret Resce Milkint, Jacobson Online
Darin Reffitt, Splice Software
Jing Liu, Pinnacle Actuarial Resources, Inc.

During this session, you will be offered a unique opportunity to customize your session experience. By selecting from several breakout session, you can engage with speakers and participants on the topics you want to hear more about. Topics will range from Networking to Leadership to Your Professional Social Media Presence to mentoring. You won't want to miss this one of a kind experience!

Objectives:
  • Managing & Leveraging Your Professional Network
  • Leveraging LinkedIn: Polishing Your LinkedIn Profile & Brand
  • Demystifying Mentoring: Setting Expectations for Mentors and Mentees





371 Foundations and Uses of Data & Analytics in Insurance

Moderator
Paul Heacock, Sapiens

Speakers
Ana Mota, Key Risk, A Berkley Corporation
Eric Weisburg, Novarica
Paul Leblanc, Sapiens

There are many terms being thrown around today - data lakes, IoT, NLP, multi-cloud, dark data, data governance, mashup and more. Everyone wants Predictive Analytics, but what does that really mean? How does it apply in Insurance? What do machines learn? This session will help you learn what many of the industry wide terms are and how Data and Analytics are being utilized within the insurance world.

Objectives:
  • Understand how Predictive Analytics are being utilized
  • Understand how Machine Learning is applied
  • Understand how to get the most out of your data





372 Digital Transformation in Insurance - Research and Application

Moderator
Michael Fitzgerald, Celent

Speakers
Kate Schmitz, Pinnacol Assurance/CakeInsure

Customer expectations, product simplification, the increasing use of algorithms, and digitization continue to pressure firms to change. In response, insurers are investing in digital transformation. These are early days, and important questions remain to be answered. What areas are attracting the most attention? Which business outcomes are driving transformation priorities? How are insurers organizing to deliver digital? Which barriers block progress, and which are more substantial than others? The results of a Celent survey provide benchmark data to guide insurers in their efforts. Following the research, the Chief Marketing Officer of Pinnacol Assurance discusses how the company launched a new, direct to consumer digital proposition to the workers compensation market.

Objectives:
  • Determine the relative importance of the drivers of digital transformation.
  • Understand which core insurance processes digital attract the most investment.
  • Gain insights into practical challenges from a leading insurer which has implemented a digital platform.





373 New Data vs. Old Data

Moderator

Speakers
Todd Lawrence , Motorists Insurance Group
Susan De Baker, PwC Insurance Advisory
Imran Ilyas, PwC Insurance Advisory
Erin Parro, KemperLesnik

A discussion of the fundamental guiding principles around rationalizing products and processes to support cost-effective simplification of complex commercial lines offerings. Learn how Motorists Insurance transformed its strategic approach to targeted commercial customers, market segments, product offerings, and business processes; through a modernized approach to underwriting and the capabilities of digital technologies.

Objectives:
  • Learn how to rationalize commercial products across many states for large transformation
  • Learn how to apply product segmentation strategy
  • Learn how Modern digital platform can streamline underwriting processes





374 Engaging With InsurTech

Moderator
Tony Villa, Insuresoft

Speakers
Jim Streicher, Cincinnati Insurance Companies
Bob Olson, AON
Miguel Edwards, Kemper Life and Health
Jeff Brown, Kaboodle
Bob Fraday, Hazard Hub

The rise of insurtech has been a significant factor behind heavy investment in core systems by insurers who have increased expectations related to speed to value and interoperability. These expectations have created an opportunity to cultivate ecosystems that bring together the strengths of core systems providers with the emerging technologies of insurtechs. Collectively, these groups are now delivering on the promise of innovation, compelling customer experiences and operational improvements for insurers.

Objectives:
  • Best practices to identify and integrate emerging technologies into core systems to deliver tangible results.
  • Evolution of insurtech hype to adoption via collaboration between insurers, core systems providers and insurtechs.
  • How insurtech technology is seamlessly integrated into current systems without significant time or resource constraint.





401 US GAAP Changes to Long Duration Contract Accounting

Moderator
Gregory Hendler, Brighthouse Financial

Speakers
Louis Mannello, Dixon Hughes Goodman
Gregory Hendler, Brighthouse Financial

The Financial Accounting Standards Board adopted changes to U.S. GAAP accounting for long-duration insurance contracts. The new guidance is effective January 1, 2021 and represents the most significant changes to insurance contracts accounting in over twenty years. To comply with the initiatives brought about by this standard, companies need to have the appropriate policies, procedures, contracts, systems and data management capabilities in place. This session will provide an overview of the changes and implementation issues for life insurers to consider.

Objectives:
  • Recognize the changes to GAAP insurance accounting.
  • Understand the steps needed to implement the new accounting, including impacts to processes, systems and controls.
  • Distinguish the impacts to financial statements and disclosures.
  • Identify best practices for compliance.





402 Effectively Managing the Privacy Rights of Individuals

Moderator
Eric Kegler, Baker Tilly

Speakers
Tim Porter, Skoda Minotti
Aaron Madison, The IMT Group
Jaike Hornreich, Skoda Minotti

A patchwork of privacy regulations (GDPR, CCPA, SOC 2 Privacy, HIPAA/HITRUST to name a few) have been rapidly implemented over the last few years and maintaining compliance has become a significant burden to Companies. Not meeting these regulations can result in severe fines, lawsuits, and reputational damage, and meeting them can require a large upfront investment (both in employee time and expenses). Based on Skoda Minotti’s experience assisting clients with the implementation of security and privacy programs, a large number of overlapping principles and requirements between the frameworks became apparent. The session will surface the similarities between the primary privacy frameworks, teach 10 actions that can be taken immediately to enhance internal privacy controls and meet regulatory requirements, and explain the effort involved with implementation, along with the risk of not being prepared. Expected length: 30 minutes

Objectives:
  • Understand the key principles and requirements spanning the majority of privacy regulations.
  • Learn relevant operational and security controls that can be implemented within 90 days.
  • The costs, operational impact, and effort involved in managing a privacy program, and risks for non-compliance.





403 Fundamentals of Automation & Controls for P/C Reinsurance

Moderator
Karsten Hatch, Larson & Company, PC

Speakers
Stephen DuPont, Liberty Mutual Insurance Company
Martin Jackson, MIIA P&C Group
Myles Tilley, Insurance Resolutions, Inc.

We will provide an overview of basic P/C reinsurance process flows from the operations, accounting and reporting, and control perspectives. On top of this framework, from each of these perspectives, we will demonstrate by case study and example of an MS Access based automation solution and related controls including details of data requirements, database structure and relationships, calculation engine features, and processing and reporting capabilities. Additional controls outside of the automation environment will also be covered.

Objectives:
  • Obtain or refresh a basic understanding of P/C reinsurance process flows.
  • Obtain a basic understanding of nuts and bolts of typical P/C reinsurance automation solutions.
  • Obtain a basic understanding of P/C reinsurance process risks and controls to mitigate these risks.





404 Common Regulatory Reporting Mistakes & How To Avoid Them

Moderator
Tim Hicks, FIS Global

Speakers
Tracey Chipego, State Street Global Services

Every year, mistakes in regulatory reporting are costing insurance carriers time and efficiency. Regulators are making changes in an effort to reduce the number of reporting errors, but there are steps that carrier companies can also make. This session covers some of the common mistakes made in Statutory and GAAP reporting and some best practices to help carriers avoid them.

Objectives:
  • Learn some of the common mistakes that are made in Statutory and GAAP regulatory reporting.
  • Learn best practices for data scrubbing that can help reduce errors.
  • Learn about procedural streamlining efforts that have increased efficiency and productivity while reducing mistakes.





405 Applying Digital Labor to the Premium Tax Process

Moderator
Lynne Flater, KPMG

Speakers
John Fiore, KPMG
Lynne Flater, KPMG

Discussion panel that addresses robotics process automation solutions that have been successfully deployed to reduce time spent on repetitive, manual tasks.

Objectives:
  • Learn about BOTS that have been developed to perform manual tasks in the premium tax process.
  • Learn about functionality in Excel and Outlook that reduces time in data gathering.
  • Learn about BOTS that can perform manual tasks within premium tax software.





406 Insurance Industry Investment Trends - Past, Present, and Future, Sponsored Session

Moderator
Rekha Vatsa, State Street

Speakers
Thomas Klem, Prime Advisors Inc
Nitin Chhabra, PrimeAdvisors Inc

Prior to the 2008 financial crisis, investment grade fixed income had historically been the predominate asset class where insurance companies invested. The prolonged low interest rate environment that followed has pressured insurance companies to look further out the risk spectrum to attain their yield and return targets. This session will review the investment trends that insurers have undertaken during the past decade to boost their investment profile, and the resulting impact on various risk metrics. Our discussion will include Prime’s position that the role of alternative asset classes has become a necessary part of a diversified insurance company investment portfolio. Furthermore, these asset classes are now accessible to small-to-medium size insurance companies that were previously precluded from these opportunities due to cost and scalability challenges.

Objectives:
  • Review the evolution of investment trends within insurance company portfolios during the past decade
  • Discuss the benefits of these investment trends within a diversified insurance company investment portfolio
  • Discuss how to evaluate the risks and capital charges associated with these investment trends





421 From Blindspot to Break Through

Moderator
Dina Johnson, Rockford Mutual Insurance Company

Speakers
Rebecca Heiss, Rebecca Heiss LLC

By definition, we are incapable of seeing our own blind spots. Not recognizing that we don't know what we don't know can be costly in  any organization. Rebecca's Blind Spots to Breakthroughs  helps employees identify and overcome behaviors that act as barriers to their optimal performance on both an individual and organization- wide basis.  

Objectives:
  • Identify bias & ethical blind spots in individuals and at the organizational level.
  • Understand and overcome the evolution of potentially harmful human behaviors.
  • Establish a road map to keep blind spots in check.





422 Presenting to the Board

Moderator
Ed Thomas, Eagle Technology Management

Speakers
Eric Piurkowski, Hospitality Insurance Group

Companies are required to convene board meetings to ensure both regulatory and governance requirements are met. Board meetings can be a daunting challenge for both presenters and board members, with a significant amount of information presented in a short period of time. Our team of insurance specialists will help the audience navigate the requirements to be completed at a Board meeting, what results can be expected from a Board meeting and will share tools on engaging with and effectively communicating your message to the members of the Board of Directors.

Objectives:
  • Communicate a message and encourage interactive dialogue with Board members
  • Discern content for auditors, investment professionals and actuaries to present at Board meetings
  • Understand a Company's ideas as to worthwhile information to be provided at a Board meeting





423 Using Personality Tests Correctly

Moderator
Terry Olejnik, Plante Moran

Speakers
Greg Boal, Miles Capital

DISC is a behavior assessment tool based on four different behavioral traits. DiSC is one of many personality tests commonly used in the workplace. Unfortunately, it's often used incorrectly... or at least incompletely. Here's how to use it to help connect, engage, and improve your work environment.

Objectives:
  • Personality test introduction and overview
  • What is the DiSC Model
  • How to use DiSC to connect and communicate





471 Enterprise CRM

Moderator
Oliver Winkenbach, Guidewire Software

Speakers
Susan Haney, Amica Mutual Insurance Company
Oliver Winkenbach, Guidewire Software

Customer relationship management is not new; however, there is a gap between world-class, horizontal, CRM capabilities and leading, vertical, insurance capabilities. This session will include how Amica Mutual Insurance Company is addressing this gap and created a 360-degree view of policyholders and data with actionable insights for its reps.

Objectives:
  • Understand of the challenges behind CRM in the P&C industry
  • Learn how the relationship between IT and the business affects a CRM project.
  • Identify the integrations needed for an effective 360-degree view of the customer





472 The Year of the Insurance Platform: Insurer Impact

Moderator
Donald Light, Celent

Speakers
Jason Ennis, MMG Insurance
Karolina Congdon, SPLICE Software
Matthew Crans, Nationwide Insurance

Question: What do Google, Facebook, Salesforce, and Amazon all have in common? Answer: They are all platforms. The insurance industry is catching on. The race is on. Ten out of ten core system vendors, responding to a Celent survey, have a platform. Many other core system vendors and leading SI firms also have their own platform ambitions. An insurance platform is a group of sites which provide insurers and other organizations access via APIs to a broad set of services, data, capabilities, and organizations. Platforms are typically cloud-based. They are designed to achieve scale through network effects. Platform sponsors monetize their platform in a variety of ways. This session will include representatives from insurers and platform participants, who will discuss the benefits that platforms offer to insurers and to tech firms, how to get started, and how to gain the benefits offered by platforms.

Objectives:
  • Understand what insurance platforms are and how they work
  • Understand platforms’ value propositions for both insurers and tech firms
  • Deciding whether and how to engage with platforms





473 Underwriting with AI: A Practical Guide, Sponsored Session

Moderator
Phil Alampi, DataCubes

Speakers
Doug Duncan, Columbia Insurance Group
Phil Alampi, DataCubes

There’s no doubt about it, Artificial Intelligence (AI) is going to change the way we underwrite. However, AI may sound obscure to many of us and without much practical application in today’s underwriting practices. Join this session to learn about Columbia Insurance Group’s journey to modernize its underwriting processes. Discover how to use Big Data and AI together to help reduce expense, minimize loss and provide a modern, near real-time customer experience.

Objectives:
  • Learn the latest developments in underwriting AI technology including:
  • How to apply computer vision to automate the intake of submission documents
  • The possibilities of applying Big Data and machine learning to prepopulate underwriting questions
  • The benefits of having AI decide which submissions underwriters should look at first
  • Discover how to apply AI concepts to workflow by learning from Columbia Insurance Group’s experience





501 SEC & PCAOB Update

Moderator
Arthur Salvadori, Crowe LLP

Speakers
Eric Base, BDO USA, LLP

Provide attendees with an update on current and future SEC and PCAOB matters that directly impact financial reporting, accounting and internal control matters for public insurance companies.

Objectives:
  • Obtain an understanding of recent SEC matters that apply to public insurance companies.
  • Obtain an understanding of recent PCAOB matters that apply to public insurance companies.
  • Obtain an understanding of future SEC and PCAOB matters that will apply to public insurance companies.





502 Reinsurance Placement Cycle

Moderator
Harika Crabtree, Farmers Insurance

Speakers
Erin Coleman , BMS Re US
Heather Barbee , BMS Re US
Paul Harrison, Aspen MGA
Rob Hetzel , Main Street America

A discussion of the elements of a successful reinsurance placement including risk assessment, coverage, pricing, marketing, submissions and final binding of reinsurance.

Objectives:
  • Learn the elements and sequence of a reinsurance placement.
  • Understand the elements of pricing for reinsurance coverage.
  • Understand the roles and responsibilities of the reinsurance market participants.





503 Transformational Change: From Principles to Practice

Moderator
John Holdorf, NYCM Insurance

Speakers
Philip Peck, Peloton Group
Austin Chappell, Peloton Group

Given the complexity, organizational scope and impact, and strategic importance of business and finance transformation initiatives, organizations clearly recognize that a comprehensive change management framework is essential for success. Introducing change, sustaining change, tackling resistance and challenges proactively, providing dedicated resources, crafting and implementing a robust communication strategy, and executing core training and education activities are all critical elements of a well-designed change management framework. Learn how well-established organizations such as Hanover Insurance, Liberty Mutual, Boston Consulting Group and numerous others have leveraged a foundational best practice-based change management framework to deliver transformational change initiatives and produce outstanding results.

Objectives:
  • Why Change Management should not be overlooked when transforming business operations
  • Practical techniques for gaining consensus
  • How to reduce the fear of the unknown when undertaking a large initiative





504 The Ripple Effect of Tax Reform

Moderator
Nancy Thibideau, Amerisure Companies

Speakers
Sarah Stubbs, Johnson Lambert LLP
Tim O'Sullivan, Lancer Insurance Group
Antoine Hawkins, Amerisafe Inc.
Allan Autry, Johnson Lambert LLP

This session will discuss the impact we have seen on taxpayers and other taxing jurisdictions post first year implementation of the Tax Cuts and Jobs Act (“Act”). We will perform a deep dive into ways companies have had to adapt or modify internally and how the transition and clarifying guidance has changed our initial interpretations of the law. We will also cover common approaches that have been observed in putting these new rules into practice as companies prepare the first return that includes the tax reform changes. Additionally, we will discuss how states are adapting and reacting to the changes in response to the Act and what this means to taxpayers from a practical perspective.

Objectives:
  • Learn best practices from companies on how they have made modifications in relation to tax reform.
  • Gain knowledge of updates related to transition/clarifying guidance released at the federal and state level.
  • Learn tips on how tax reform might impact the preparation of the 2018 returns.





505 Investment Management with Consideration of Statutory Accounting

Moderator
Tim Hicks, FIS Global

Speakers
Theron Holladay , Parkway Advisors

This panel will discuss investment management for insurance companies, in light of the intricacies of statutory accounting. For an insurance company, investment management is highly unique given the regulatory oversight, which includes IMR/AVR, RBC, implementing the seriatim method of amortization, prospective/ retrospective method of amortization, etc. To include current events, the panel will discuss pending RBC changes and how to position a portfolio to mitigate this impact. Moreover, they will discuss changes pertaining to the current interest rate environment and how to position an insurer’s portfolio with respect to ALM and proper shock testing of the assets and liabilities to reduce risk.

Objectives:
  • Investment management for insurers with a focus on what makes it unique due to statutory accounting.
  • Address pending regulatory changes that will impact the balance sheet of an insurer.
  • Convey how changing interest can affect profitability and the need to have proper ALM immunization.





521 Management By Shakespeare

Moderator
Natalie Roberts, Medical Mutual Liability Insurance Society of MD

Speakers
James Mallozzi, Mindset Advisors LLC

There are over 50,000 books listed under the cover of leadership on Amazon alone. However, the challenges of modern management are the same as they have always been. Management involves people, – who are by nature, complex with varying agendas, that haven’t fundamentally changed in hundreds of years. Management According to Shakespeare is a lighthearted look at the mistakes we all make in the workplace today and how the Bard’s timeless wisdom can help us “tame the shrew” that is inside all of us. During the session, you will help decode the not-so-secret management advice in his work that has survived over half a millennium and is more relevant than ever in our hyper-paced workplace of today. By the end, you should be ready to retake your own management stage, with a renewed insight; courtesy one of the original and timeless people philosophers himself, William Shakespeare.

Objectives:
  • Critical Role (and Role Model) that Supportive Mangers Play in Organizational Success
  • How to Manage, and Motivate Complex People and Organizations
  • Self Diagnoses of Personal Management Style - Opportunities and Risks





522 Leadership Ready

Moderator
Margo Andersen, Larson & Company

Speakers
Karen Hinds, Workplace Success

Workplace Success Group is a strategic talent development firm that works with organizations to build and implement talent strategies that make it possible to develop and retain the next generation of leaders. Specialties: Talent Strategy, Onboarding, Leadership Education, Coaching, Internship Program Development, Team Building, Interpersonal Skills, High Potentials, Communication, Diversity and Inclusion and Relationship Management. We are your talent development partner. Connect if your organization needs -Assistance building your talent development strategy -Experienced trainers to develop and deliver high quality professional development programs -Coaches for your managers and senior executives -Presenters for your conference or company meeting -Leadership development programs for high potentials and new/current leaders Want to learn more? Email us at info@workplacesuccess.com for a free strategy session to discuss your talent development strategies. www.workplacesuccess.com. LinkedIn KarenSHinds

Objectives:
  • 3 Mistakes Employers Make
  • What the Next Generation of Leaders has to offer
  • Evaluating whether your next generation leader is ready





571 Creating a Playbook for Your Direct to Consumer Business

Moderator

Speakers
Marc Rojas, Guardian
Fazi Zand, EIS Group

D2C business is both a great opportunity and a huge challenge. Consumers expect an engagement experience similar to how they already research and purchase online yet insurer operations and systems are not designed to support it. This session will examine the strategies for market growth via digital channels and consumer-grade user experiences. Gain an understanding of the digital transformation and organizational change that are required. Learn about the essential technologies – from back-office systems to front-office systems leveraging APIs and mobile and web apps - that support success in the D2C market.

Objectives:
  • Identify strategies for developing or enhancing direct to consumer business
  • Understand the scope of organizational and digital transformation involved in building a D2C operation
  • Understand the interplay of technology required to create product, services and experiences supporting digital channels.





572 The Agile Leadership Mindset

Moderator
Ian Llado, DocFinity

Speakers
Wendy Avery, CIGNA Healthcare

Shifting to an Agile software development methodology isn’t just applying new processes. In fact, only 20% of the effort to becoming Agile is a change in how you do the work. The other 80% is changing how you think about how you work. Through short exercises, videos and conversation, this fun presentation will address the following questions: What is Agile? What is the “Agile Mindset”? What are the behaviors and mindset of the Agile Team versus the Leadership in an agile culture? How can you lead the way to an Agile culture in your organization? (Note: we will not be reviewing the Scrum or Kanban processes themselves)

Objectives:
  • What a mindset is and how it affects your reaction to change.
  • What the characteristics of an agile mindset are, both from a team and Leadership perspective
  • How you can adopt an Agile mindset, change your thinking, and influence others in adoption.





573 Preparing For Emerging Tech

Moderator
Jennifer Overhulse, St. Nick Media Services

Speakers
Sonny Patel, Insurmi
Greg Ricker, Atlantic Casualty
Euan King, Instanda
Chris Ewing, One Inc

.Risk mitigation is “where it’s at” in the insurance industry, and that’s a big part of the reason insurance companies are so hesitant to experiment with emerging technologies. However, even in a risk averse world, there are ways to take advantage of the exciting things happening in today’s InsurTech movement. From conversational artificial intelligence (AI) and digital payments to APIs and a new approach to core administration, this session will hit all the hot buttons for insurance company professionals struggling to prioritize the right investments, enterprise projects, and PoCs. Attend this session for a different take on how to talk your board off the business end of the blockchain/buzzword ledge and lead your company into a confident future.

Objectives:
  • Identify ways to better prioritize InsurTech and emerging technology investments with immediate business value.
  • Identify ways to responsibly experiment with emerging technologies.
  • Evaluate buzzwords and trends more effectively.





574 Realizing Digital Transformation: How to Align Innovation and Efficiency, Sponsored Session

Moderator
Nusrat Atta, AT&T

Speakers
Nusrat Atta, AT&T

How are you using new technology to influence your digital strategy? The network of the future has started to arrive, and emerging tech like 5G means more for the insurance industry than just faster connection speeds. Explore how you can enhance customer experiences by including innovative tech like Internet of Things (IoT), augmented reality (AR), virtual reality (VR), advanced analytics, and machine learning (ML) in your planning processes.

Objectives:
  • Learn how the latest industry trends are driving specific innovation opportunities
  • Investigate new strategies that can enhance your high-value capabilities
  • Consider how to bring efficiency at the speed of customer demand
  • Learn how technologies like IoT can enable preventative action vs. reactive action, providing relevant, predictive insights





671 Tech Tank

Moderator

Speakers

This fast-paced interactive session lets attendees see and hear exciting technology innovations from InsurTech startups in the Global Insurance Accelerator (GIA). The GIA is a mentor-driven organization which provides startups with guidance on strategy, concept and industry feasibility. This session, which is loosely based on the popular “Shark Tank” TV show format and fueled by the explosion of InsurTech innovation, puts InsurTech entrepreneurs front and center on stage, vying for validation from session attendees AND our own IASA panel of "sharks!" Audience members will hear pitches and ask tough questions before making mock investments into the teams and technologies found most viable, feasible and applicable to the problems facing today's insurance industry. Find out which InsurTechs attract the most investment dollars!

Objectives:
  • Explain how new technology is being deployed in the insurance industry.
  • Identify ways new ideas and concepts are being applied to traditional industry problems.
  • Compare and contrast how industry peers are using today’s innovations to gain competitive advantages.





701 Regulator Town Hall

Moderator

Speakers

Regulation and reporting requirements are ever-changing and evolving. Changes in the market, economy and even technology create the need for advancement and changes in how insurers do their business, and how states regulate the insurance industry. With this, understanding and collaboration between regulators and insurers is key. Seize this opportunity to talk with state regulators and NAIC staff about regulatory questions, clarifications of new guidance, and where they see new regulation focus over the next few years. Back by popular demand, this session will provide an open forum to discuss various topics focused on accounting, markets & valuation, investments, and risk. Have a topic or a question you would like to discuss? Email us at askiasa@iasa.org

Objectives:
  • Speak with regulators to better understand new and upcoming guidance
  • Learn more from regulators about current projects and focus
  • Review current accounting, market, and risk topics with regulators and other insurers





771 IT Town Hall

Moderator

Speakers

An IASA audience favorite, the IT Town Hall is remixed for 2018 with more audience-driven topics and participation. Once the ball gets rolling, there’s no shortage of strong opinions and thoughts to consider. Covering many topics at a rapid pace, this open forum sets the stage for great follow-up conversations and networking. Don’t miss it!

Objectives:
  • Define the priorities that are driving IT decision-making in the insurance industry
  • Describe tactics for working with insurtech startups
  • Compare IT management practices among a mix of carriers of different sizes



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