IASA Wisconsin Chapter Fall 2017 Conference - Time Schedule

Transcription

1 IASA Wisconsin Chapter Fall 2017 Conference - Time Schedule Date: Friday, September 22, 2017 Location: American Family Insurance 6000 American Parkway, Madison, Wisconsin Schedule: 8:30-9:15 Registration & Networking Time 9:15-10:15 Business Meeting & Spotlight Session 10:15-10:30 Morning Break 10:30-11:45 Workshop Sessions 11:45-12:45 Lunch & Networking time 12:45-2:15 General Session 2:15-2:30 Afternoon Break 2:30-3:45 Workshop Sessions

2 Business Meeting & Spotlight Session (9:15 a.m. 10:15 a.m.) TBD TBD Workshop Sessions (10:30 a.m. 11:45 a.m.) Track 1: STAT 101 Grant Thornton 1. Understand the background of statutory accounting and regulatory environment 2. Understand common insurance industry terminology 3. Identify common statutory accounting variances from US GAAP Track 2: STAT Update Connie Jasper Woodroof, StoneRiver Now is the time to plan for year-end statement reporting. This session will explain what format and instructional changes have been adopted for 2017 year-end reporting and, where appropriate, accompanying accounting changes. 4. Recognize any company systems changes that may be needed to accommodate 2017 annual reporting 5. Understand accounting changes adopted this year 6. Discuss year-end 2017 statement reporting changes Track 3: Importance of Business and Cybersecurity Resiliency Mark Boettcher, Baker Tilly Is your organization prepared for a disruptive / disaster event? Are you prepared to respond to a cyber-attack or ransomware? How will your organization continue operations and have you tested those plans? Learn more about how to evaluate your current business continuity / disaster recovery plans and whether your organization is preparing itself to be able to respond to various disaster threats. 1. Understand how to evaluate the main threats to operations and how to plan accordingly. 2. Understand the importance of cybersecurity resiliency 3. Understand how to incorporate cybersecurity into your business continuity/disaster recovery planning

3 Track 4: Professional Development Navigating the Insurance Career Path Chad Record, The Jacobson Group Navigating the career journey can be a challenge. From developing soft skills, to cultivating leadership potential and establishing your personal network, young professionals must navigate a number of hurdles. In addition, today s employees face a number of hot trends and shifts that will have a significant impact on the industry s professional landscape. How can young professionals prepare for the ever-changing job market? What are the hot careers within the industry? What are the most wanted skills and attributes employers are looking for? How can young professionals further develop their career? As you move forward in your insurance career, taking the time to explore the answers to these pressing questions will become integral to your advancement. This session will feature a market overview, insights into the insurance labor market and a discussion of strategies and tips for employment success. Topics covered will include resume and interview trends, insights into in-demand skills and competencies, and advice on updating your personal brand and utilizing social media to be more attractive to potential employers. 1. Identify areas of high demand and hot trends within the insurance profession 2. Identify the top skills and attributes employers are looking for. 3. Utilize best practices and strategies for finding career success. Track 5: Insurance Simulation Part 1 Anna Kooi, Deloitte If you sign up for this Session, please sign up for the session in the afternoon. Please bring a laptop; the information is contained on a jump drive. DON T MISS THE OPPORTUNITY TO RUN YOUR OWN INSURANCE COMPANY!! Participants will need to select both AM and PM breakouts in order to participate in this session. What is it like to oversee different functions of an insurance company? In this simulation, participants will learn what it is like to run an insurance company. This includes understanding capital structures, pricing decisions, competition and more. Come test your skills and see how your company performs! 1. Understand how insurance companies make profit. Simulations will demonstrate how decisions impact the bottom line of an insurance company. 2. Demonstrate what key risk criteria are critical to underwriting. 3. Demonstrate how decisions made by a competitor will impact their own company.

4 General Session (12:45 p.m. 2:15 p.m.) Turning a Setback Into a Comeback Ron Gus Gustafson When you face an obstacle in your life, think of Ron "Gus' Gustafson. Gus battled for his life at age 9 following a tractor accident that took his right arm and shoulder and crushed his right leg. In spite of his injury, he was determined to excel in athletics. He played varsity basketball (Honorable Mention, All-State) and earned the respect of the coach who once said he'd never make the team. For Gus, each set-back has presented an opportunity to grow. Today, Gus is a remarkable motivator. To experience his message is to lose all self-doubt and to find the strength to succeed. He'll show you how, with three simple keys: 1. Process the garbage in your life 2. Never give up 3. Have the courage to face the next challenge Workshop Sessions (2:30 p.m. 3:45 p.m.) Track 6: STAT Update Connie Jasper Woodroof, StoneRiver Now is the time to plan for year-end statement reporting. This session will explain what format and instructional changes have been adopted for 2017 year-end reporting and, where appropriate, accompanying accounting changes. 1. Recognize any company systems changes that may be needed to accommodate 2017 annual reporting 2. Understand accounting changes adopted this year 3. Discuss year-end 2017 statement reporting changes Track 7: Tax Reform Potential Impacts for Insurance Companies Matthew Mercer & Michael Paulin, Deloitte With the possibility of tax reform on the horizon, insurance companies will need to analyze and assess the potential impact of the anticipated tax proposals. This session will assist insurance companies to understand, identify, and plan for the potential changes to current tax law. 1. Understand how potential tax reform would impact the insurance industry 2. Identify threats and opportunities to their tax positions 3. Understand SSAP 101 impacts due to potential tax reform

5 Track 8: Insurance Simulation Part 2 Anna Kooi, Deloitte If you sign up for this Session, please sign up for the session in the morning. Please bring a laptop; the information is contained on a jump drive. DON T MISS THE OPPORTUNITY TO RUN YOUR OWN INSURANCE COMPANY!! Participants will need to select both AM and PM breakouts in order to participate in this session. What is it like to oversee different functions of an insurance company? In this simulation, participants will learn what it is like to run an insurance company. This includes understanding capital structures, pricing decisions, competition and more. Come test your skills and see how your company performs! 1. Understand how insurance companies make profit. Simulations will demonstrate how decisions impact the bottom line of an insurance company. 2. Demonstrate what key risk criteria are critical to underwriting. 3. Demonstrate how decisions made by a competitor will impact their own company. Track 9: Professional Development Turning Setbacks into Comebacks Ron Gus Gustafson Have you ever felt like one of these garbage trucks backed up beside you and dumped its load of garbage on you? We ALL have it happen at some point in our lives! In Gus breakout session, he will get real with you and really help you understand that it takes friends, relatives associates and neighbors to help us Process the Garbage in our lives! Come prepared with questions and we will have a fun dialogue about real life issues!!