Future Conference November 18, 2016 Las Colinas Country Club Irving, Texas

Transcription

1 Insurance Accounting & Systems Association Texas Chapter - July 28-29, 2016 Future Conference November 18, 2016 Las Colinas Country Club Irving, Texas

2 PRESIDENT LYNN BREWER Hochheim Prairie Farm Mutual Insurance Association (361) IMMEDIATE PAST PRESIDENT JOHN SWEENEY The Republic Group (972) SECRETARY HEATHER TAYLOR WAGNON ITS Insurance Technology Services (512) com TREASURER BRENT JONES, CPA Texas Property & Casualty Insurance Guaranty Association (512) CHAIR - PROPERTY & CASUALTY SECTION JIM GARNER, CPA BKD, LLP (469) jgarner@bkd.com CHAIR - INFORMATION TECHNOLOGY SECTION ANDREW SMITH The Republic Group (972) andrew.smith@republicgroup.com CHAIR LIFE SECTION CYNTHIA RAMOS Ramos Accounting & Administrative Services, LLC cramos@ramosllc.com BOARD MEMBER AT LARGE ERNEST CROWL United Services Automobile Association (210) ernest.crowl@usaa.com The Texas Chapter Insurance Accounting and Systems Association (IASA) will hold its annual Summer Conference at the Tapatio Springs Hill Country Resort and Spa in, on July 28-29, Please join us as we welcome eight (8) speakers who will share their time and knowledge on relevant, timely topics affecting the insurance industry and a number of exhibitors who will share information on their products, tools and services. Plus, the event will provide an avenue for valuable networking opportunities! The attendee early registration fee of $ includes up to 8 CPE credits, all sessions, breaks, reception, buffet dinner, and a continental breakfast. Register early we have quite an agenda! The keynote speaker, Jason Young will deliver a powerful presentation on Culturetopia The Ultimate High Performance Workplace. Through this presentation Jason will share the key to real success for any workplace lies at the very heart and soul of the organization its culture. More information on Jason or his presentation can be found at For exhibitors who will join us at the conference, exhibitor early registration is $ and this will guarantee inclusion in the conference booklet. The appreciates consideration for all conference sponsorships! Individual and exhibitor registration can be conveniently completed by , mail, or fax. Payments are accepted by check or credit card. Early registration fees are available through July 5 th with regular registration fees thereafter through the conference date. If you have questions about the registration process, please contact Gina Jolly, International IASA at For golfers, a golf outing with a four person scramble shot-gun start is scheduled for Thursday, July 28 th starting at 7:30am at Tapatio Springs. As noted by the resort, $2 million in restorations to Tapatio Springs' Championship Golf Course were completed in the fall of 2015 and the course is once again popping up on every golfer's must play list. Join us for a round of golf with a golf fee of $80.00 (box lunch included). Golf prizes will be awarded at Thursday evening s buffet dinner. It s sure to be a good time! To make reservations at the tranquil Tapatio Springs Hill Country Resort, please call (855) The room block is from Wednesday, July 27 th through Saturday, July 30 th and the room rate is $ plus applicable taxes and fees. The resort reservation deadline is Tuesday, July 5 th. We look forward to seeing you in Boerne at the 2016 Summer Conference. Please feel free to share our conference information with your colleagues and friends. Let s keep the strong with conference participation and association membership. Sincerely, Lynn Brewer President-

3 Tapatio Springs Hill County Resort & Spa Agenda Thursday, July 28, :30 am - 1:30 pm 12:45 pm 1:45 pm 12:45 pm - 1:45 pm 1:45 pm 2:00 pm Golf at Tapatio Springs 8:00 am Shotgun Start Registration Bluffs Event Center Exhibit Room Opens General Session Invocation, Pledge of Allegiance and Introductions 2:00 pm 3:00 pm 3:00 pm - 3:10 pm 3:10 pm 3:30 pm Exhibits Open Culturetopia The Ultimate High Performance Workplace Jason Young Creating a High Performance Organization Exhibitor Introductions Break with Exhibitors 3:30 pm 4:30 pm Working Together/How Can We Help You? Doug Slape Texas Department of Insurance One Note 2013 Notebook Essentials Karen Williams Microassist Bluffs B 4:30 pm 5:30 pm 5:30 pm 5:45 pm 5:45 pm 7:00 pm 7:00 pm - 9:00 pm Cybersecurity Threats & Safeguards Joe Oleksak Plante & Moran Business Meeting Reception Dinner and Awards Ceremony Cibolo Ballroom 9:00 pm Hospitality Suite Open

4 Tapatio Springs Hill County Resort & Spa Agenda Friday July 29, :00 am 8:00 am 7:00 am 8:00 am 8:00 am 9:10 am Exhibits Open Breakfast Bluffs B/C Exhibits Open Investment Opportunities & Market Outlook Kevin A. Adams AAM Insurance Investment Management 9:10 am 9:30 am Break with Exhibitors 9:30 am 10:45 am Statutory GAAP Accounting Update Andrew Rouse Plante & Moran Disaster Recovery & Business Continuity Peter Kunkel SalientCRGT Bluffs B 10:45 am 12:00 pm NAIC Update Connie Jasper Woodroof StoneRiver 12:00 pm Drawing for 2 -$50 Attendance Prizes

5 Culturetopia: The Ultimate High Performance Workplace Jason Young President, LeadSmart, Inc. It s your choice: Manage your culture, or it will manage you. Culture is simply the way people in an organization think and act. Culture is critical because it s what ultimately determines results. So, where do you start and how do you approach managing or changing your culture? No matter the size of the organization or complexity of its structure, big change, like a culture shift, is no easy task. But it s not complicated. It takes a focused determination and commitment by leaders who are willing to lead the way. The objective of any culture is to create an environment of shared values, shared vision and a shared operating system where there are high levels of fulfillment and high levels of performance. Jason, through the Culturetopia keynote presentation, will share the following objectives: Culturetopia Values - An in-depth look at the 7 critical values that create high performing teams and organizations. Creating Corporate Values - How to develop your own unique value system for your organization that can owned and shared. The Culturetopia Process - The framework for organizational buy-in, development and implementation of culture change. Continuing Improvement - Learn how to keep the culture alive and vital - measuring, assessing and adapting. Jason Young has been called a "rare breed" when it comes to developing leaders, teams and customer service initiatives. As a former senior-level manager at Southwest Airlines, Jason learned the value of a successful workplace culture. During his 10-years with the airline consistently rated No. 1 in customer service and employee satisfaction, he was a key driver in creating and developing the company s innovative training programs for its successful leadership and customer service culture that have become renowned in the business world today. Driven by the need to extend his unique insight in leadership development to others outside Southwest, Jason separated from the pack in 1998, when he left the airline to launch his own consulting practice to focus on corporate training and development services provider specializing in leadership, customer service and team building. Today, as president of LeadSmart, Inc., Jason shares his vision in developing successful corporate cultures and workplace environments with forward-thinking companies, including Starbucks, Radio Shack, Coca Cola and Tyson Foods, to name just a few. He has even returned to his old turf Southwest Airlines to extend his knowledge as a corporate training consultant.

6 Working Together/How Can We Help You Doug Slape, CFE, CISA Deputy Commissioner Join me, the Texas Department of Insurance Deputy Commissioner for Financial Regulation, as we explore financial regulation initiatives and process improvements. Plus, insight will be provided on how Texas is taking a leadership role in modernizing solvency regulation at the national and international level. It will be time well spent as well as an opportunity to talk about the benefits of working together and to determine how TDI can help you. As Deputy Commissioner, Doug oversees a staff engaged the solvency surveillance and supervision of insurers, insurance groups, and other risk-bearing entities as well as the licensing and registration of insurance market participants. The Division fulfills its mission through licensing of companies and agents, conducting financial analysis, performing on-site examinations, and leading regulatory interventions including receivership for rehabilitation and/or liquidation. Doug is an active participant in a number of NAIC and international committees. Previously Doug served as the Chief Analyst where he managed the Financial Analysis process and as an Assistant Chief Examiner with Financial Examinations, where he managed information technology examinations. He began his career in 1988 as a financial examiner in the Dallas, TX field office. He currently serves as a Governor for the Society of Financial Examiners. He holds the designations of Certified Financial Examiner and Certified Information Systems Auditor. Doug is a graduate of Texas A&M University. One Note 2013 Notebook Essentials Karen Williams Microassist Improve your organization skills in both your work and personal life with Microsoft OneNote This valuable program makes capturing, storing, and sharing information simple. It s also easy to incorporate OneNote into your life because it s accessible virtually anywhere, including smartphones and tablets. During this presentation, you will: Discover the OneNote environment and tools Create notebooks, sections and pages Add content to pages using tables Format content and using tags Search for your content Karen Williams earned her Associate of Applied Science in Computer Information Systems/Microcomputer Application Support in 2000, as well as became certified in Computer Information Technology as a Web Developer Specialist in 2005, both from Austin Community College. Karen has 16 years of experience teaching various levels of Microsoft Office courses and 9 years of experience teaching Web Design classes.

7 Karen is recognized as a Microsoft Office Specialist at both Proficient and Expert levels. In September 2014, Karen was certified as a Microsoft Office Specialist Expert in Excel Karen provides extensive one-on-one training to adults in various business settings on many technical topics. Key elements to her success are her excellent organizational presentation skills, devotion to her students and sensitivity to their needs. Karen is passionate about expanding her knowledge base and training skills by enrolling in other certification programs and continuing formal education. Cybersecurity Threats & Safeguards Joe Oleksak, CISSP, CRISC, QSA Plante & Moran Mr. Oleksak will discuss current trends in cyber security including who are the victims, how are they hacking us, are these attacks preventable, and difficulty in stopping attacks completely. There will be discussion of what a hack looks like and reasons why hacks succeed including user ignorance, weak infrastructure, and the impact of technological advances that actually provide additional opportunities for breaches if not properly safeguarded. Mr. Oleksak will conclude with a discussion regarding specific steps that can be taken to stop breaches and improve your cybersecurity environment. Joe has more than 17 years of information systems security and information technology audit experience in financial institutions including banks, mortgage companies, and insurance companies. Joe s experience includes: IT strategic planning, IT risk assessments, IT audit, global/local network security projects, web application security, PCI compliance, SOC reviews, and business continuity and disaster recovery management. Joe is a member of the Information Systems Audit and Control Association (ISACA), and the International Information Systems Security Certification Consortium (ISC). He attends and presents at multiple security and industry conferences annually. Joe is a Certified Information Systems Security Professional (CISSP), Certified in Risk and Information System Controls (CRISC) and a PCI Qualified Security Assessor (QSA).

8 Investment Opportunities & Market Outlook Kevin Adams, CFA AAM Insurance Investment Management Mr. Adams will provide an update on economic conditions and how they relate to the capital markets and investment climate. This will be accompanied by a capital markets update exploring various market sectors and commenting on specific sector performance, various general rate levels, and market returns. Finally, Mr. Adams will discuss current investment opportunities given current economic conditions and capital market conditions as well as prospective future investment possibilities and peer investment trends. Kevin K. Adams, CFA, is a Principal, Vice President and Senior Portfolio Manager at AAM with 23 years of investment experience. Prior to joining AAM, Kevin worked as a Registered Representative for the National Business Association. Mr. Adams currently manages portfolios for a number of the firm s clients and is also co-author of AAM s Monthly Economic Outlook. Kevin is a member of the CFA Institute and the CFA Society of Chicago. Kevin earned a BS in Corporate Communications from Northern Illinois University. Statutory GAAP Accounting Update Andrew Rouse, CPA, MST Plante & Moran Join me to obtain a general understanding and update about GAAP, statutory and regulatory hot topics impacting the insurance industry, new statutory developments and changes impacting the insurance industry, and substantive and non-substantive statutory accounting revisions. Andrew is a senior manager in Plante Moran s insurance practice and responsible for the supervision and management of insurance audit and consulting services to his clients. Andrew s expertise includes statutory and U.S. GAAP (FASB, GASB, PCAOB/SEC) audit, accounting and regulatory issues. Andrew serves clients who write, cede, assume and broker property and casualty, health, and life insurance contracts. He works with public and private corporations as well as not-for-profit insurance entities, mutuals, pools and trusts. In addition to audit services, Andrew provides consulting for large insurers subject to NAIC regulation on topics such as Model Audit, Enterprise Risk and Solvency Assessments. Andrew holds a BS and MS in accounting from the University of Illinois. He is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society, the Insurance Accounting and Systems Association, and the Association of Lloyd s Brokers.

9 Disaster Recovery and Business Continuity Peter Kunkel SalientCRGT Every insurance company should have disaster recovery and business continuity plans. Insurance IT professionals and business folk alike need to know what it takes to resume business operations as usual, and as soon as possible, after an emergency, disaster or crisis. Prediction, planning and performance are essential. Does your company know what it will do after a disaster strikes? Does your company know what it will do to lessen the impact of a disaster? After participating in this session attendees will be able to answer the following questions: What is disaster recovery and do I really need it? What are the common mistakes companies make regarding disaster recovery? How do disaster recovery and business continuity differ? What 3 steps can we take to better prepare for both? What are the components of the business continuity plan life cycle? Mr. Kunkel is a Program Manager with SalientCRGT. Mr. Kunkel s background includes project and program management as well as team leadership. Mr. Kunkel s experience includes working with applications for financial services organizations with an emphasis on the property and casualty insurance market, as well as working with analytical laboratories and scientists for government contractors in the environmental engineering market. Mr. Kunkel has been involved directly in the insurance industry for 18 years as an application developer, business analyst, project manager, and program manager. Mr. Kunkel has been with SalientCRGT for the past 16 years. Mr. Kunkel s technical and leadership focus is a reflection of his academic background. Mr. Kunkel studied science and engineering while attending Rensselaer Polytechnic Institute, earning a BS in chemistry, and coaching the women s ice hockey team. Mr. Kunkel has over twenty years of experience in consulting. From his scientific background he brings analytical skills to the technical environment and from his coaching experience he brings leadership skills to his project teams. Mr. Kunkel started his career with ABB Environmental Services as an environmental scientist and translated his data management experience into an information technology career. Mr. Kunkel left ABB to work for Allenbrook, Inc. as a database architect in insurance software product development. After several years Mr. Kunkel took his development skills to the Portland Maine s branch of SalientCRGT serving as a product developer and then manager on a variety of project teams. His strengths lie in his diagnostic abilities and he is frequently consulted on a wide range of development and production issues.

10 NAIC Roundup Connie Jasper Woodroof, FLMI StoneRiver Updates!! That is what this session is about! Statement updates? Yes! Statutory accounting updates? Sure! RBC updates? Certainly! Investment reporting activity? Naturally! Life company Principle-Based Reserving implementation? Absolutely! This session will help you plan for a variety of implementation issues before the end of the year. Connie Jasper Woodroof began her career in the insurance industry in 1984 completing statutory filings for both Life and Property/Casualty companies. Ms. Woodroof spent nine years with the NAIC where she served in various capacities; reviewing of annual statements for quality, testing of RBC formulas and software during formula development, and assisting with the development and teaching of an industry educational series. Since 2002, she has been the NAIC Liaison for StoneRiver, where she helps both StoneRiver and its clients keep abreast of events at the NAIC. Connie is active on several industry interested parties groups for NAIC issues, serving as a co-chair of the Blanks interested party group. Connie is a volunteer on the national level of the Insurance Accounting & Systems Association (IASA) and currently serves as a member of the Accounting, Risk Management, and Finance (ARF) and elearning committees, and contributes to the IASA accounting textbooks. Woodroof holds a B.S. in Accounting and a M.A. in General Psychology.

11 CPE Information CPE Credits Available: Up to 8 Hours Program Level: Intermediate Prerequisites: None Required Advance Preparation: None Required Delivery Method: Group-Live Refund/Cancellation Policy: No refunds will be granted after July 7, Contact Information: For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at To obtain CPE credit, participants must complete the Continuing Education Credit and Session Evaluation forms included with the conference handouts. The forms should then be turned in at the end of the conference or mailed to the IASA International Office at the address noted at the bottom of the CPE form. The IASA International Office will validate participant hours against the session sign-in sheets. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, NASBA phone number: Web site: