Fall 2016 Education Conference
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- Lionel McBride
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1 Thursday 9/15/16 11:30am-1:00pm Conference Registration, Networking & Lunch THANK YOU TO OUR GOLD SPONSORS: Clearwater Analytics LLC EisnerAmper, LLP Flexi Software 1:00pm-1:20pm Welcome & General Business Session Welcome, announcements, introduction of Chapter Officers Jerry Ravi and Josh Keene, Chapter Presidents IASA National Update Adoption of Fall 2016 Meeting Minutes Representative from IASA Treasurer s Report Elise Graf and John Taylor, Chapter Secretaries Rita Linterno and John Romano, VP of Membership and Chapter Treasurer 1:20pm-2:10pm Investments Through an ERM Lens Provide a framework for managing investment risk within an ERM framework. Discuss ways that changes in an insurance entities risk profile drives the investment strategy and investment options, as well as the impact on surplus due to changes and emerging risks. Understand the importance of making investment decisions in the context of the entire company Appreciate the potential ramifications of making portfolio allocations hastily Review steps and processes that can be implemented to ensure appropriate levels of risk Dan Byrnes Principal, VP & Senior Portfolio Manager, AAM
2 2:10pm-3:00pm 3:00pm-3:30pm Streaming Transportation Services: What if Uber and Zip Car Had a Baby? This presentation will discuss the changes in on-demand transportation, the prospect of autonomous cars and examine likely scenarios and timeframes for this shifting risk landscape. Participants will learn about the long-term impact of driverless cars. Participants will explore the shift from owned cars to on-demand transport services Participants will analyze how the merger of driverless and ondemand transport will affect auto manufacturers, insurers, and society at large Refreshment Break & Networking THANK YOU TO OUR SILVER SPONSORS: Eagle Investment Systems LLC American Institute for CPCU AON Inpoint Linda Hohn The Institutes- Risk and Insurance Knowledge Group 3:30pm-4:20pm Overview of the Tort Reform Landscape: Successes, Challenges and Future Prospects for Reform This session will discuss recently enacted and proposed legal reforms that will directly impact the insurance industry. In addition, the session will discuss this year s fascinating political race, and the impact each presidential candidate, as well as the many candidates at the state and local level, might have on the industry. Learning objectives: Matt Fullenbaum Director of Legislation, American Tort Reform Association Obtain an understanding of the importance of Tort reform and discuss recently proposed reform initiatives Learn about the candidates in the local elections and how their policies might affect tort reform efforts Understand the impact that a Trump or Clinton presidency might have on Tort reform and on the insurance industry as a whole
3 4:20pm-5:35pm Accounting Update This presentation will provide an update on: US GAAP accounting, covering revenue recognition for insurance contracts, financial instruments, disclosures for short and long duration contracts, and hedging; Statutory Accounting, covering changes adopted or proposed that may impact year-end 2016 reporting and/or 2017 quarterly reporting Attendees will understand what recent GAAP and statutory changes have been proposed, adopted and the timing of any changes. Jillian Morrow Deloitte Cristina Ahn Senior Manager National Professional Services Group, PwC 5:35pm-5:45pm Closing Remarks Jerry Ravi and Josh Keene, Chapter Presidents 6:00pm-8:00pm Cocktail Reception DON T FORGET TO JOIN US FOR A RAFFLE! THANK YOU TO OUR PLATNIUM SPONSOR! Weiser Mazars
4 Friday 9/16/16 7:30am-8:15am Conference Registration, Networking & Breakfast THANK YOU TO OUR GOLD SPONSORS: Cincom Systems Inc. Redwood Software Financial Software Innovations Inc. 8:15am-9:05am The Purchase and Risk Management of ICOLI (Insurance Company Owned Life Insurance) This presentation will cover the primary reasons that insurance companies would purchase ICOLI, the different types in the market place, the regulatory environment surrounding it and the due diligence needed to be performed while evaluating the potential purchase. It will also cover the technical accounting and the financial reporting basics that an insurance company s accounting and finance staff must know to accurately report ICOLI within its financial statements. Participants will learn why insurance companies benefit from the purchase of ICOLI Participants will understand the primary regulatory considerations before, during and after the purchase of ICOLI Participants will be able to distinguish the primary differences between the three main types of ICOLI and the related financial performance/reporting concerns with each Miles J. Hopkins, CPA MMB Milne Leone, LLC
5 9:05am-9:55am AM Best Insurance Update and Emerging Risks This session will provide an update focused on the P&C insurance industry as well as provides insights on emerging risks such as cyber liability and driverless cars. Participants will gain an understanding of the current macro trends impacting the P&C insurance industry's P&L Participants will gain an insight on A.M. Best's overall view of the P&C market and where we see it going over the near-term Participants will be able to identify key emerging risks within the P&C industry and the implications that these risks may have on the industry Greg Williams Assistant Vice President, AM Best 9:55am-10:15am Refreshment Break & Networking THANK YOU TO OUR SILVER SPONSORS: AAM Insurance Investment Management Brown Schultz Sheridan & Fritz 10:15am-11:05am Why Insurance Companies Fail? We will explore the internal and external factors that have led to a number of high-profile life and P&C insurance company insolvencies. Participants will learn about historical solvency risks that were not addressed by stakeholders Participants will learn about the Red Flags that could have alerted management, auditors, and regulators of the risks and contemplate current situations that warrant concern Participants will increase their understanding of the key risks affecting the financial stability of all insurance companies Jim Murphy Partner, Johnson Lambert LLP
6 11:05am-11:55am Economic Update This presentation will deliver an economic update, covering various topics, which impact the investment options of insurance companies. Attendees will come away with a better understanding of the current economic and investment climate for insurance companies. Topics covered will include interest rates, investment markets, and various economic metrics. Review the current economic environment Review the current investment environment for insurance companies Review various investment options for insurance companies Tom Klem Portfolio Manager, Prime Advisors 11:55am-1:10pm Lunch THANK YOU TO OUR GOLD SPONSORS! Prime Advisors, Inc. BlackLine Emerging Technologies, Automation and Cybersecurity What s new and where are we headed? This panel session will focus on emerging technologies within insurance companies, such as cloud, mobility, data analytics and cybersecurity risks. In addition, robotics process automation as an enabler for business process and transformation will be discussed. The panel will be comprised of c-level leaders at both insurers and technology consulting firms, sharing ideas and thoughts are where we re headed. Deepesh Randeri Brickstreet Mutual Insurance Company James Tsai Workday Brian Hughes Blackline 1:10pm-1:30pm Closing Remarks & Raffle Jerry Ravi and Josh Keene, Chapter Presidents CPE: Entire Conference: 10 Credits Optional golf outing September 14, 2016 beginning at 1:00pm at Ballamor Golf Club 6071 English Creek Avenue Egg Harbor Township, NJ 08324
7 Insurance Accounting and Systems Association, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
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