Insurance Industry Conference
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1 Insurance Industry Conference June 22, 2016 The Meadows Events and Conference Center Altoona
2 2016 ISCPA June 22, 2016 Insurance Industry Conference 7:15-8 a.m. Registration and Continental Breakfast 8-8:05 a.m. Welcome Chris Yuska, CPA Chair, ISCPA Insurance Industry Committee 8:05 8:45 a.m. Above or Below the Zero? A Global Economic Outlook Robin Anderson Principal June will mark the seventh year since the great recession ended. Only three U.S. expansions since World War II have lasted longer. Business cycles don t die of old age, so what s the current data say about the chance of a U.S. recession? Uncertainty about the global economy forced markets into tailspin at the start of the year. Was that fear misguided? The European Central Bank and the Bank of Japan have gone below the zero bound. The Fed just moved above the zero last December, but would the FOMC ever consider going negative? This session will address these questions and more. 8:45 9:15 a.m. A Look Inside the Global Insurance Accelerator Brian Hemesath Global Insurance Accelerator Hear from the managing director of the Global Insurance Accelerator (GIA) how it came together and why the GIA is such a unique approach to innovation. Brian will talk through the selection process and share what the GIA considers to be an ideal startup prospect. Lessons learned relating to working with a wide range of mentors will also be discussed. 9:15 9:25 a.m. Break 9:25 10:30 a.m. Education Sessions A. Financial Services Legislative and Regulatory Update Matthew Ahmann, J.D. and Georgia Van Gundy Principal This session will provide an update on a variety of legislative and regulatory issues currently impacting the insurance and financial services industry. B. Current Tax Developments Brianne Schoonover, CPA and Kristen Shaffer, CPA EY This session will cover recent tax developments and their impact on the insurance industry. C. Principles Based Reserving 101 Alexandre Lemieux, FSA, MAAA and Ingrid Guttin, FSA, MAAA PricewaterhouseCoopers LLP Principles Based Reserving (PBR) will dramatically change the statutory reserves landscape. This interactive session will provide an overview of PBR as well as accounting issues you should be prepared for. Bring your questions or submit in advance to iacpa@iacpa.org. 10:30 10:40 a.m. Break 10:40 11:45 a.m. Education Sessions D. NAIC Focus Connie Jasper Woodroof, FLM I StoneRiver Inc In 2016, The NAIC will be finalizing the annual statements. The RBC formulas have been finalized. There is talk about changing the FE process for investments, and it appears that Principles-Based Reserving for life companies will finally be implemented. If you weren t aware of some of these issues, or even if you were aware but looking for details, then this session is for you. Get up to date on developing policies the NAIC is implementing in E. Third Party Risk Management Gretchen Hall, PMP KPMG LLP F. Risks in an Evolving Market A Closer Look at Investments Todd Sauer Risk and Regulatory Consulting Inc Explore select investment topics and risk related activities within the insurance industry. Specifically, the low interest rate environment, market volatility and critical risks facing insurers will be discussed. 11:45 a.m. 12:50 p.m. Lunch BONUS SESSION 11:50 a.m. 12:40 p.m. Building Your Ethical Leadership: Best Practices to Prevent Poor Ethical Decision-Making in Your Organization (webcast not available) Jeremy Wortman, Ph.D. HRD Initiatives LLC This session will integrate best leadership practices with the ethical decision-making process, providing attendees an opportunity to benchmark his/her ethical leadership potential. Learn how to help prevent poor ethical decisions from occurring within the organization. (This session qualifies for one additional hour of CPE credit.) 12:50 1:50 p.m. The Seven Deadly Sins Susan Voss, J.D. American Enterprise Group Inc Join former Iowa Insurance Commissioner Susan Voss as she ponders the seven deadly governmental sins for the insurance industry. Weigh in on the struggle between good and evil during this primer on all of the regulatory authorities in the insurance industry. 1:50 2 p.m. Break 2 3:05 p.m. Education Sessions G. U.S. GAAP Update Chris Myers, CPA and Phil Smayda, CPA PricewaterhouseCoopers LLP Obtain an update on emerging U.S. GAAP accounting standards relative to insurance companies. Areas of focus will include developments on insurance contracts, financial instruments and other standards/projects expected to impact the industry. H. The Importance of Risk Tolerances in Enterprise Risk Management Brian Fischer, ACAS, MAAA Guy Carpenter and Company LLC In 2014, AM Best required companies supplying a Supplemental Rating Questionnaire (SRQ) to state their positions on risk tolerance and risk appetite. This session will discuss the recent SRQ request from AM Best on risk
3 { } This event brings together leading industry experts to provide an update on developments important for professionals working in or with the insurance industry. tolerance statements and answer questions in this area. The importance of a well written risk tolerance/appetite position, examples and best practices, and how risk tolerances can unify the operations and strategies of the insurance company will be covered. I. Automobile Insurance in the Era of Autonomous Vehicles Joe Schneider KPMG LLP Corporate Finance Change is coming fast. Autonomous vehicles are poised to transform the auto insurance industry with underlying market forces including technology advancement and consumer adoption already aligning to enable mass change. KPMG believes an 80 percent decline in accident frequency due to safer vehicles and the proliferation of autonomous vehicle technology could shrink the U.S. personal auto industry sector by 60 percent within 25 years. In addition, KPMG anticipates a change in the lines of auto insurance which cover the driving risk with this exposure being insured more over time by product liability coverage, rather than by traditional auto policies. This leads to the belief that autonomous vehicles poise a significant risk (and opportunity) to auto insurers and that a variety of strategic and operational steps must be proactively taken to adjust their business models to this change. 3:05 3:15 p.m. Break 3:15 4:30 p.m. Perspectives of Audit Committee Members Daryl Henze Jim Noyce YMCA of Greater Des Moines Gretchen Tegeler Iowa Taxpayers Association of Central Iowa Panel Moderator: Julie Middleswart, CPA EY Hear from Iowa insurance industry leaders as they discuss what is top of mind in the industry today. Explore topics of specific interest by submitting your questions in advance with your registration or to iacpa@iacpa.org. 4:30 p.m. Adjourn Meet the speakers Matthew Ahmann is an attorney with Principal. He is responsible for analysis of and engagement in legislative and regulatory developments in 20 states regionally and for pension/annuity and financial/investment matters nationally. Matt serves as a primary contact with state insurance regulators. Robin Anderson is a senior economist for Principal. She works closely with the chief global economist to develop and disseminate macroeconomic strategy. She also works closely with the asset allocation teams within Principal to assist in asset allocation decisions. Brian Fischer is a managing director with Guy Carpenter and Company LLC. He leads the organization s analytics actuarial resources for the eastern United States and Latin America. Brian is also part of the mutual specialty leadership team and works with clients and prospects on providing analytical tools and advice. Ingrid Guttin is a manager on the actuarial services team at PricewaterhouseCoopers LLP in Des Moines. She leads several audit engagements and provides FIA subject matter expertise and audit quality guidance. Ingrid has over 20 years of experience in the annuity industry and specializes in experience studies, assumption governance, rate setting and financial forecasting Gretchen Hall is a director in KPMG Advisory s Regulatory Risk Consulting Practice. Gretchen s third party risk experience includes evaluating regulatory requirements and guidance against existing programs to identify gaps requiring enhancement and developing a plan for resolving gaps including definition of conceptual design through directing detailed implementation plans. Brian Hemesath is the managing director of the Global Insurance Accelerator. He is responsible for startup recruitment, the 100-day program, mentor recruitment and retention and serves as a lead mentor to the startups. Brian s career is built around technology startups, where he has founded and co-founded several businesses. Daryl Henze is a retired CPA. Upon graduating from college, he joined KPMG where he spent 36 years, including 28 years as an audit partner. Daryl serves on the board of Wellmark Inc. and is lead director, chair of the audit committee. He also serves on
4 Register by June 8 SAVE $35 Meet the speakers (cont.) the board of INTL FCStone Inc, The Lauridsen Group Inc and Wilian Holding Company. Alexandre Lemieux is a director in the actuarial service group at PricewaterhouseCoopers LLP (PwC). He has over ten years of insurance industry experience with emphasis on financial reporting, risk management, capital and hedging strategies. He joined PwC from Great-West Financial, where he led the FP&A, capital and financial risk functions. Julie Middleswart is an audit partner in the Des Moines office of EY. She has 24 years of experience serving insurance and other financial services companies. Julie assists clients with new U.S. GAAP and statutory accounting pronouncements, SEC offerings and other filings, Sarbanes-Oxley Section 404 and adoption of the Model Audit Rule. She serves on the board of Children & Families of Iowa. Chris Myers is a director in the capital markets and accounting advisory services practice of PricewaterhouseCoopers LLP. He has technical expertise in the areas of U.S. GAAP, statutory, and U.S. Securities and Exchange Commission reporting and internal control assessments. Jim Noyce serves on the board of United Fire Group and West Bancorporation where he chairs the audit committee of both organizations. He also serves as vice chair of United Fire Group. Prior to retiring from full time employment, Jim spent the majority of his career at FBL Financial Group. Recently, Jim was hired as the interim CEO of the YMCA of Greater Des Moines. Todd Sauer is a director, investment specialist with Risk and Regulatory Consulting Inc. He has 15 years of experience in providing investment and financial consulting services. Todd performs investment and risk management services for state insurance departments, insurance companies and specialty finance organizations. Joe Schneider is a managing director with KPMG Corporate Finance LLC. Joe is a recognized thought leader on autonomous vehicles and insurance, co-leading the initiative at KPMG. He has been quoted on his team s work and has been cited in a wide variety of publications, including The New York Times, the Washington Post, USA Today, Time and Newsweek. Brianne Schoonover is a tax senior manager with EY. She has 14 years of experience as it relates to the taxation of life and health insurance and property and casualty companies. Brianne provides a wide range of services to clients in areas such as tax compliance, tax provision preparation and review, tax planning strategies, information reporting concerns and IRS representation. Kristen Shaffer is a tax senior manager in the insurance practice of EY. She has over ten years of experience providing services to insurance clients in areas such as tax compliance, tax provision preparation and review, tax planning strategies and information reporting concerns. Phil Smayda is a partner in the transaction services practice of PricewaterhouseCoopers LLP. He has extensive experience in the property and casualty and life insurance industry. This experience includes providing accounting and financial reporting advice on IFRS, U.S. GAAP and U.S. statutory basis. Gretchen Tegeler is president of the Taxpayers Association of Central Iowa. She serves on the board of EMC Insurance Group Inc, where she chairs the audit committee. Gretchen was director of the Iowa Department of Management, the governor s planning, policy and budgeting office from , and served as Governor Branstad s chief of staff. Georgia Van Gundy is director of government relations for Principal in Des Moines. She is responsible for lobbying efforts in Iowa as well as overall public affairs and grassroots efforts nationally for Principal. Georgia is involved in numerous trade organizations including the Federation of Iowa Insurers, United Way and The Iowa Association of Business and Industry. Susan Voss is vice president and general counsel for American Enterprise Group Inc. She served as Iowa s insurance commissioner from Susan served as an officer of the National Association of Insurance Commissioners in 2007 and served as its president in She currently serves on the board of the United Fire Group Inc, a property-casualty insurance company. Connie Jasper Woodroof is the NAIC liaison for StoneRiver. Connie is active on several industry interested parties groups for NAIC issues, serving as a co-chair of the Blanks interested party group. She is a volunteer for the Insurance Accounting and Systems Association (IASA), currently serving as a member of the Accounting, Risk Management, and Finance (ARF) and elearning committees. Jeremy Wortman is the owner of HRD Initiatives which specializes in organizational development and talent management solutions. He has extensive knowledge of organizational psychology and has experienced great success in developing strategies and programs that build better individuals and organizations using a strengthsbased approach.
5 Registration Online registration is available at Event code: IIC Name Firm/Company Address City/St/Zip Phone ( ) Amount paid: Pricing information Members Nonmembers Early bird registration by June 8 p $235 p $285 Registration after June 8 p $270 p $320 How will you attend? p In person at The Meadows Events and Conference Center p Via live webcast on my own PC Registration: 7:30 a.m. Conference begins: 8 a.m. Education sessions Choose one education session per time slot: 9:25-10:30 a.m. p A. Legislative and regulatory update p B. Current tax developments p C. Principles based reserving :40-11:45 a.m. p D. NAIC focus p E. Third party risk management p F. Investments and risks in an evolving market 11:50 a.m.-12:40 p.m. (optional BONUS session) p Building your Ethical Leadership Qualifies for one hour of additional CPE credit 2-3:05 p.m. p G. GAAP update p H. Risk tolerance in ERP p I. Autonomous vehicles About this event Conference location: The Meadows Events and Conference Center 1 Prairie Meadows Dr Altoona, IA Overnight accommodations: Reserve by June 1 in order to receive the negotiated room rate. Book at and use group code IAS. You may also call or and mention Iowa Society of CPAs. Recommended CPE credit: 8 hours Conference materials: All materials will be distributed electronically 3-5 days prior to the conference. Watch your for notification that materials are available to download one week prior to the conference. It is recommended you download your materials prior to arriving at the conference location. Payment information p Check Enclosed p MC p Visa p Amex p Discover Credit Card # Exp. Date p Business Card p Personal Card Name on card: Cancellation policy: No refunds for cancellations within seven calendar days of the conference. A fee may apply for transfers seven days or less prior to the conference. No refund will be granted once conference materials have been downloaded. Special services: If you have medically necessary/dietary needs, please contact ISCPA at least one week prior to the conference. Register today! : Online registration is available at ( Call ISCPA at , * Mail your completed registration with payment to: ISCPA th St Ste 450 West Des Moines, IA Mailed registrations must be postmarked by June 8 in order to qualify for early bird pricing.
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