AICP Western Chapter E-Day - Speaker Bio s
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1 Session - (The evolving) View from the Top Joel Laucher California Department of Insurance, S.F. Chief Deputy Commissioner, Rate Regulation Branch Joel Laucher joined the Department of Insurance as a market conduct examiner in That was 32 years ago! Joel currently serves as the Deputy Commissioner for the Rate Regulation Branch He has also served as division chief for both the Consumer Services and Market Conduct divisions. Joel is a graduate of UC Santa Cruz (famous for their mascot, the banana slug). Hobbies include speaking at conferences, creating quiz games and saying I m sure we have a statute that prohibits that. Session P&C Regulator Roundtable Ken Allen, CPCU, AIE California Department of Insurance, L.A. Deputy Commission, Rate Filing (Property and Casualty) Ken was promoted to Deputy Commissioner of the Rate Regulation Branch last September. He is a graduate of California State University Fullerton with a degree in Mathematics. Ken has been with the Department of Insurance since 1989 and currently serves on the Board of Directors and Executive Committee for IRES (Insurance Regulatory Examiners Society). He is the IRES President- Elect. Adam Gammell, CPCU California Department of Insurance, L.A. Bureau Chief Rate Filing Adam Gammell is Bureau Chief of the LA2 Rate Filing Bureau in the Rate Regulation Division, managing a staff of 12 rate analysts reviewing Property & Casualty rate and form filings. He has been with the California Department of Insurance for 27 years, has earned the designation of Chartered Property Casualty Underwriter and graduated from Syracuse University with a Bachelor s of Science in Mathematics. Larry Lastofka California Department of Insurance, S.F. Bureau Chief Rate Filing (Property and Casualty) Larry has been with the California Department of Insurance for 19 years and is in charge of three teams of rate analysts and the intake/processing unit. Prior to joining the Department, he has worked for various insurance companies and MGA s for over 20 years, primarily as a personal and commercial lines underwriter. Jim Nicholson California Department of Insurance, L.A. Bureau Chief Rate Filing (Property & Casualty Jim is the Bureau Chief of the Los Angeles 1 Rate Filing Bureau. The LA1 Rate Filing Bureau is comprised of three teams analysts reviewing and analyzing both personal and commercial rate filings. Jim joined the Rate Regulation Branch in AICP Western Chapter EDay Page 1
2 Jerome Tu California Department of Insurance, L.A. Bureau Chief Rate Filing (Workers Comp) Jerome Tu joined the Department's Rate Regulation Branch in 2008 and is currently the Chief of the Rate Filing Bureau that reviews rate filings for Workers' Compensation, Title, Proposition 103 lines and Advisory Organizations. He started his insurance career in the private sector and joined the Department of Insurance in 1990 as a Market Conduct examiner. Jerome graduated from UCLA with a degree in Mathematics and Economics. Session: Drones, Autonomous Vehicles, Sharing Economy Jeff Nash - The Nash Group Regulatory Compliance Counsel Jeff Nash is the Principal of The Nash Group LLC, an insurance regulatory consulting firm formed in 2003 that has been dominant in the P&C market drafting policies and forms, and re-engineering auto, home, property and other insurance products. The Nash Group provides legal services and 50-state compliance advice on insurance transactions and operations, regulatory compliance, regulatory negotiations, coverage issues, and the innovation of new and improved insurance product designs. Jeff was a Senior Managing Attorney at Progressive Insurance for more than 17 years. Jeff uses his experience managing complex claims litigation, coverage litigation and class action defense to work with senior Product Managers, Compliance Managers and Claim managers to design and implement cost-effective and claims-friendly insurance products. Jeff is admitted to practice law in the states of Ohio and Georgia. Diane Bauer, Esq., CPCU GeoVera Holdings, Inc. Director of Compliance Diane Bauer is currently the Director of Compliance at GeoVera Holdings, Inc. where she oversees regulatory and operational compliance for the organization. With extensive experience in both personal and commercial lines, she proactively counsels business clients to achieve compliance across all functions in both the admitted and surplus lines arenas. Prior to (and during) law school, Diane s first career in insurance was, for many years, as an underwriter for both personal and commercial carriers. She has been a member of AICP since 2012 and is currently the Vice President for the Western Chapter. Diane has also served as the co-chair of the Insurance Law Committee of the California State Bar. She is a member of the Sacramento Valley CPCU Chapter. She is a frequent speaker on insurance industry issues and has authored many articles for the state and local levels of the International Association of Insurance Professionals (IAIP). Diane received her BA degree in International Relations from the University of California at Davis and graduated, with distinction, from University of the Pacific McGeorge School of Law AICP Western Chapter EDay Page 2
3 Chuck Muenzen, CPCU, California Casualty Group Sr. VP, Underwriting and Product Development Chuck began his insurance career with California Casualty in Over the years he has held a variety of leadership positions in Marketing, Underwriting and Product Development. He became a CPCU in 1992, and subsequently obtained the Associate in Reinsurance and Associate in Research & Planning designations from AICPCU. He joined AICP in Chuck currently oversees underwriting and product development for the company s personal lines auto and property P&C products in 44 states, including all rate, rule and form filings, market conduct examinations, and consumer complaint responses. Chuck holds a B.A. in Economics from Dartmouth College and an M.B.A. in Finance/Risk Management from Walden University. He currently chairs the ACIC Property committee. Session: Health Affordable Care Updates Bruce Hinze California Department of Insurance Senior Health Policy Attorney Lan Brown California Department of Insurance Chief Healthcare Actuary Lan Brown took over as Chief Health Actuary in July Prior to that, she worked as a Senior Health Actuary at the CDI. Her work at CDI involves reviewing and analyzing complex health insurance rate filings, implementing and resolving ACA related issues, and providing support for pending legislations and regulations related to actuarial matters. Prior to joining CDI, Lan spent over 15 years working as an actuarial consultant, most recently with Willis Towers Watson, gaining a wide range of experience in areas such as pensions, retiree medical plans, international benefits, etc.. Lan earned her master s degree in Statistics from Georgia Institute of Technology, and her bachelor s degree in Mathematics from Kansas State University. Lan is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. Session: Life & Health - Principle-Based Reserving: Flexibility & Requirements Rachel Hemphill, PhD, FSA, FCAS, MAAA California Department of Insurance, Los Angeles Chief Systems Actuary, Office of Principle-Based Reserving Financial Surveillance Branch Prior to joining the Financial Surveillance Branch on November 1, 2016, Rachel worked as a Senior Casualty Actuary for the CDI s Rate Regulation Branch. Prior to joining the CDI, Rachel worked as lead pricing actuary for Farmers California Homeowners products and as a Life and Health actuarial consultant in Long-Term Care Insurance AICP Western Chapter EDay Page 3
4 At the CDI, Rachel provides advice on actuarial issues including credibility, actuarial models, and scientific models. She is currently participating in NAIC task forces and working groups regarding principle-based reserving and reviewing predictive models. She has provided expert witness testimony on actuarial issues and evaluated varied rate filings, actuarial models, and scientific models. Rachel received a Bachelor of Science degree from Purdue University with a major in Mathematics and received a Doctorate of Philosophy in Mathematics from Purdue University with a dissertation in Game Theory. She is a Fellow of the Society of Actuaries, Fellow of the Casualty Actuarial Society, and a Member of the American Academy of Actuaries. Session: Life & Health Health Product Review & Current Trends in Claims Handling Bruce Hinze California Department of Insurance Senior Health Policy Attorney Bruce Hinze s 31-year career as an attorney includes service at the Department of Insurance, Commission on Judicial Performance, and Department of Corporations/Department of Managed Health Care, as well as private practice specializing in the defense of medical malpractice litigation. He obtained his law degree from the University of San Francisco, and bachelor s degrees from the University of California, San Francisco (nursing) and the University of California, Berkeley (botany). Pam O Connell California Department of Insurance Division Chief, Market Conduct Division Pam O Connell has 24 years of regulatory experience with the California Department of Insurance (CDI). She currently manages the CDI s Market Conduct Division, and is responsible for a team of 44 market conduct examiners and other staff members that monitor the California insurance market and examine insurance company claim-handling and rating and underwriting practices. Prior to joining the management team in 2002, she spent 10 years as a CDI market conduct examiner herself, reviewing company practices in all lines of insurance, including residential and commercial property. Pam has been a frequent presenter on market conduct topics at events held by AICP and IRES, and is active on NAIC working groups in the area of market regulation. 12:15 1:00 Buffet Lunch AICP Chapter Business Meeting 2017 AICP Western Chapter EDay Page 4
5 Session: The Latest in Market Conduct Pam O Connell California Department of Insurance Division Chief, Market Conduct Division Session: CDI Consumer Services and Digital Updates Lucy Jabourian, CPCU, ARC California Department of Insurance Chief, Consumer Services Division The Consumer Services Division serves the critical function of assisting and protecting California consumers. As the Division Chief, Lucy manages a staff of approximately 125 employees. Lucy has been with the CDI since 2000, and has held various senior and supervisory positions, including Chief of Consumer Communications Bureau. Prior to joining the Department, Lucy gained significant experience in the insurance industry, specifically in the area of rating and underwriting of insurance products. She brings over 25 years of insurance industry and regulatory experience. In addition, she holds Chartered Property Casualty Underwriter (CPCU) and Associate in Regulation and Compliance (ARC) designations. Session: Cyber Security Adam Levin CyberScout Co-Founder, Credit.com Adam Levin is co-founder of Credit.com and the chairman and founder of CyberScout (formerly IDT911). His experience as former director of the New Jersey Division of Consumer Affairs gives him unique insight into consumer privacy, legislation and financial advocacy. He is a nationally recognized expert on identity theft and credit, and is the author of SWIPED: How to Protect Yourself in a World Full of Scammers, Phishers, and Identity Thieves, a practical, lively book that is essential to surviving the ever-changing world of online. Mr. Levin s mission is to educate consumers, businesses and lawmakers about identity management, privacy, credit and security issues. He is the security and credit expert for ABCNews.com and writes a weekly column that appears on ABC News, The Huffington Post, Yahoo!, AOL, MSN, and MarketWatch. He is a contributor for Inc. Magazine and The Hill and has written guest columns that have appeared in The Hollywood Reporter, The Hill, Bloomberg View, American Express Security Center, The National Cybersecurity Alliance blog, Entrepreneur, and WIRED. Mr. Levin is a frequent guest appearing on many programs including MSNBC News Nation and MSNBC Live, CBS Evening News, Good Morning America, CNBC Closing Bell, America s News HQ on Fox News, Varney & Co. on Fox Business, Inside City Hall on NY1, Bloomberg Surveillance, The Willis Report on Fox Business, Fox & Friends, Fox Business After the Bell, ABC World News Tonight, ABC News Nightline, Cavuto: Coast to Coast on Fox Business, Mornings with Maria on Fox Business, PBS Nightly Business Report and Al Jazeera, as well as radio appearances 2017 AICP Western Chapter EDay Page 5
6 throughout the country, including NPR, ABC News Radio, Bloomberg Radio, Associated Press Radio, CBS News Radio, 1010 Wins, WTOP and SiriusXM, and features in The Associated Press, The New York Times, The Wall Street Journal, The New York Post, USA Today, The Los Angeles Times, and The Chicago Tribune. Session: Cannabis Phillip Skaggs American Association of Insurance Services (AAIS) Assistant Counsel Phillip Skaggs aids in the research and development of standardized property and casualty insurance products and advises the company on various legal and compliance matters. Phil is currently the lead analyst for AAIS marijuana insurance initiative, which is tasked with evaluating how insurance producers can best respond to the complex risks of the legalized cannabis industry and regulatory climate. Prior to joining AAIS Phil worked as an insurance coverage and litigation attorney in downtown Chicago, Illinois. He received his J.D. from Chicago-Kent College of Law and his B.A. from Virginia Polytechnic Institute and State University (Virginia Tech). Manny Munson-Regala Root Cause Consulting Manny Munson-Regala is the principal at Root Cause Consulting LLC, a policy/regulatory-consulting firm. His previous experience includes serving as an executive leader, regulatory and legislative advocate, and compliance manager or as an appointed regulator. He has worked for large and small private companies including several insurers, a benefit management firm and a medical cannabis manufacturer. He also served as Deputy Commissioner and Acting Commissioner for the Minnesota Department of Commerce, Assistant Commissioner for the Minnesota Department of Health and Deputy Exchange Director with Minnesota Management and Budget. During his last time in public service, he was assigned the task of negotiating and implementing Minnesota s medical cannabis system. A few months later, one of the registered manufacturers asked him to lead them as their CEO. Since then, in addition to traditional compliance and legislative work, he has worked with states on medical cannabis laws and regulations and private companies interested in entering the medical cannabis market. He earned his Bachelor of Arts degree and Juris Doctor from the University of Wisconsin-Madison AICP Western Chapter EDay Page 6
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