Insurance Accounting & Systems Association … Packet_1.pdfInsurance Accounting & Systems Association Texas Chapter ... Technology Impact on Insurers @ 12:10 pm ... information technology

Insurance Accounting & Systems Association Texas Chapter - 2017 Fall Conference

November 17, 2017 Las Colinas Country Club – Irving, TX

Future Conference July 26-27, 2018

Barton Creek Resort & Spa – Austin, TX

PRESIDENT HEATHER TAYLOR WAGNON ITS Insurance Technology Services (512) 640-0340 [email protected] IMMEDIATE PAST PRESIDENT LYNN BREWER Hochheim Prairie Farm Mutual Insurance Association (361) 293-5201 [email protected] SECRETARY BRENT JONES, CPA Texas Property & Casualty Insurance Guaranty Association (512) 345-9335 [email protected] TREASURER CYNTHIA RAMOS Ramos Accounting & Administrative Services, LLC [email protected] CHAIR - PROPERTY & CASUALTY SECTION ANDREW SMITH The Republic Group (972) 788-6242 [email protected]

CHAIR - INFORMATION TECHNOLOGY SECTION JIM GARNER, CPA BKD, LLP (469) 341-0869 [email protected] BOARD MEMBER AT LARGE ERNEST CROWL United Services Automobile Association (210) 602-0229 [email protected] BOARD MEMBER AT LARGE VAN DURBORAW, CFO RHP General Agency [email protected] CHAIR – LIFE SECTION VACANT

Texas Chapter IASA 2017 Fall Conference

Las Colinas Country Club Irving, Texas

The Texas Chapter Insurance Accounting and Systems Association (IASA) will hold its annual Fall Conference at the Las Colinas Country Club in Irving, Texas, on Friday, November 17, 2017. Please join us as we welcome 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 $165.00 includes up to 8 CPE credits, continental breakfast, all sessions, breaks, and buffet lunch. Register early…we have quite an agenda! The agenda includes topics ranging from technology, the economic and investment opportunities, GAAP, taxes, and NAIC updates. Please see the full agenda, topic summaries and speaker bios in the registration packet for additional information. For exhibitors who will join us at the conference, exhibitor early registration is $395.00 and this will guarantee inclusion in the conference booklet. The Texas Chapter IASA appreciates consideration for all conference sponsorships! Individual and exhibitor registration can be conveniently completed by mail or online and payments can be made by check or credit card respectively. Early registration fees are available through November 3rd with regular registration fees thereafter through the conference date. If you have questions about the registration process, please contact Angie Gurganus, International IASA at 919-489-0991. If interested, a list of hotels in the Las Colinas area is included in the registration packet, or you may wish to choose one outside the list. Because the fall conference is a one day conference, no special hotel arrangements have been made. We look forward to seeing you in Las Colinas at the 2017 Texas Chapter IASA Fall Conference. Please feel free to share our conference information with your colleagues and friends. Let’s keep the Texas Chapter IASA strong with conference participation and association membership. Sincerely,

Heather Taylor-Wagnon President-Texas Chapter IASA

Insurance Accounting and Systems Association Texas Chapter

Fall 2017 Conference Las Colinas Country Club – Irving, TX

Agenda Friday, November 17, 2017

7:00 am - 8:00 am

Continental Breakfast Grand Ballroom

7:30 am – 8:00 am E

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Registration Main Hallway by Board Room

8:00 am – 8:25 am

General Session Invocation/Pledge of Allegiance

Introductions Business Meeting

Grand Ballroom

8:25 am – 9:25 am Keynote: Making an Impact

Dr. Rick Rigsby Grand Ballroom

9:25 am – 9:35 am Exhibitor Introductions

Grand Ballroom

9:35 am – 9:45 am Break

Exhibit Area

9:45 am – 10:45 am

Economic Update & Investment Opportunities Kevin Adams

AAM Insurance Investments Mgmt. Grand Ballroom

10:45 am – 11:45 am

GAAP Update Michael Goni

JLK Rosenberger Grand Ballroom

Cyber Security Ginger Witte

BKD, LLP Miralago II

11:45 am – 1:10 pm

Lunch @ 11:45 am Technology Impact on Insurers @ 12:10 pm

David Rains & Emil Metropoulos Guy Carpenter Grand Ballroom

1:10 pm – 2:10 pm

PBR Glen Tobleman

Michael Mayberry Miralago II

2:10 pm – 2:30 pm Break

Exhibit Area

2:30 pm – 3:30 pm

Talent Acquisition Anjali Johnson

The Jacobson Group Grand Ballroom

3:30 pm – 4:30 pm

NAIC Update Jeff Koons

EY (Ernst & Young) Grand Ballroom

4:30 pm Drawing for $50



Topic Summaries

Making an Impact Dr. Rick Rigsby Rick Rigsby Communications

We live an era of astonishing technology, instant information and rampant social networking. Despite the epidemic advances that ushered in a new millennium, cultural critics argue that society has never been more shallow in communication and more superficial in appearance. In fact, Dr. Rick Rigsby argues that for many organizations, appearance—or what he refers to as impression—has become the new corporate wardrobe.

We invite you to rediscover what is really important and meaningful—not only in your professional career but in your personal life as well. Join Dr. Rigsby as he shares the wisdom of past generations—wisdom that will inspire, motivate, and empower you to make an impact rather than an impression!

Dr. Rick Rigsby is President and CEO of Rick Rigsby Communications. Through motivational speaking, corporate coaching, books and blogs, Rick encourages and empowers audience members to become great people who do great things. The San Francisco Bay Area native is a former award-winning journalist, who followed a television news career with six years of graduate school—culminating with a Ph. D. from the University of Oregon. A college professor for two decades, Rick spent most of those years at Texas A&M University, where he also served as character coach and chaplain for the Aggies football team. Dr. Rigsby now devotes his full attention to empowering people worldwide—from presenting leadership principles in Nigeria to speaking to Fortune 500 companies in the Americas, Europe, Asia and Canada. In high demand among educational, business and service organizations and a favorite among professional sports organizations including the National Football League and the PGA, Rick offers common-sense wisdom to those desiring to rise to greater levels of excellence.

Throughout his three decades in broadcasting and academe, Rick Rigsby has received numerous commendations and awards, including being named a two-time recipient of the prestigious Outstanding Teaching Award by Texas A&M University’s College of Liberal Arts.

In addition to academic publications, Dr. Rigsby is the author of Lessons from a Third Grade Dropout—the story of timeless common-sense wisdom learned from his father.



Topic Summaries

Economic Update & Investment Opportunities Kevin Adams, CFA AAM Insurance Investments 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. LEARNING OBJECTIVES

Provide an update on current economic conditions and how they relate to the capital markets and investment climate

Provide a capital markets update exploring specific market sectors including sector performance, general rate levels, and market returns

Explore current investment opportunities as well as peer investment trends. Kevin K. Adams, CFA, is a Principal, Vice President and Senior Portfolio Manager at AAM with 24 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. GAAP Update & Other Interesting Tidbits BILL ROSENBERGER, CPA, MICHAEL GONI, CPA, DOUG KALMBACH, CPA JLK Rosenberger, LLP The JLK Rosenberger team will provide an overview of GAAP topics that are currently affecting the insurance industry, their status and industry feedback, and will also touch on other general matters of interest moving the industry in the coming years. Discussion will consist of recently issued standards and those proposed by the FASB, and will address aspects of the how eventual implementation of those standards will affect the client-auditor workload interaction. Bill Rosenberger has 20 years of experience with property and casualty insurance clients offering a multiple range of coverages. He is also involved in auditing and consulting with managing general agencies, FAIR plans and other types of insurance-related organizations. He started his career with Moore Stephens in Los Angeles, London and Milan. He was in charge of the firm’s European SEC and U.S. GAAP practice section, working primarily with foreign SEC registrants. Bill serves on the AICPA’s Insurance Revenue Recognition Task Force. Bill is a graduate of California State University, Northridge, past president of the Southern California Chapter of Insurance Accounting and Systems Association (IASA), and a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA).



Topic Summaries

During Michael Goni’s 25 years on the inside of the financial, systems and operations of insurance companies, Michael has held a number of capacities in operational and CFO positions. Twelve years ago, he brought his industry experience to the public accounting arena. His corporate experience includes working with a number of insurance groups including United Fidelity Life Insurance Company, Southland Life Insurance Company, Southwestern Life Insurance Company and CFO of Life Insurance Company of the Southwest (a $3 billion asset entity that subsequently became a subsidiary of National Life of Vermont). His public accounting experience has found him concentrating on an array of coverages and entities within the property and casualty sector, as well as the life insurance industry. Michael is a graduate of the University of North Texas, is a past president of the Texas Chapter of the Insurance Accounting and Systems Association (IASA). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA). He also carries the Fellow of the Life Management Institute (FLMI) designation. Doug Kalmbach has over 25 years of experience with property and casualty and life and health insurance clients offering a range of coverages, including homeowners, fire, auto physical damage and liability, commercial multiple peril, workers’ compensation, other liabilities, professional liability, surety and warranty, and a variety of life, health, annuity and long-term care products. Doug is one of those unique working associates in having been with the firm his entire career since graduating from college, which has provided him with experience in all aspects of insurance company auditing. Doug is a graduate of the University of Tulsa, past president of the Texas Chapter of Insurance Accounting and Systems Association (IASA), a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA). He also holds the designation of Certified Financial Planner, or CFP. Cyber Risk: What Executives and Boards Need to Know Ginger Witte, CPA, Senior Managing Consultant BKD, LLP This session will discuss the changing landscape of cyber risks that companies are facing, as well as what management and their board need to consider to be properly prepared. Ginger is a member of BKD’s IT Risk Services division. She has experience managing and performing audit, attestation and consulting engagements with a focus on the insurance industry. She performs information technology (IT) assurance for financial statement audits, concentrating on large integrated audits and assisting financial audit teams in understanding the overall impact of IT on the financial statement environment. She has worked in dispersed and complex environments, for another large international accounting firm and for a Fortune 40 company. She also has operational, IT and internal control experience. She has been involved with companies’ regulatory governance, compliance and control issues, implemented risk-based approaches to identify and protect key applications/data, performed and managed IT general control reviews and performed and managed SOC reviews.



Topic Summaries

Ginger is a member of the American Institute of CPAs, the Indiana CPA Society and ISACA (formerly Information Systems Audit and Control Association). She is a graduate of Kelley School of Business, Indiana University, Bloomington, with a B.S. degree in accounting and finance and an M.B.A. degree. Technology Impact on Insurers David A. Rains, Managing Director Emil Metropoulos, Senior VP Guy Carpenter & Co. LLC Technological progress is accelerating at a rapid pace and with it are the risks and opportunities that accompany those changes in many different segments of our economy. Exposures to cyber-attacks are increasing due to proliferation of technology, cloud computing, and electronic commerce. New chemicals are being used every day in new products - and these new products could lead to new diseases that are not yet quantifiable, creating unknown implications for any number of product lines. New mechanical products and processes, such as drones, 3-D printing, and self-driving automobiles are transforming the liability potential for reinsurers and insurers in many different industries. Medicinal advances, pharmaceutical breakthroughs, and continued focus on healthy life styles are prolonging our lives, increasing exposure for annuity or pension plan providers. The cost of medical services continues to increase, putting pressure on health reinsurers and insurers to price products correctly as well as adequately quantifying potential claims volatility over multiple years. The emergence of these increasingly complex global risks are challenging the way the reinsurance and insurance industry evaluates, analyzes, and manages these new exposures. This session will examine key areas where risks continue to emerge or, perhaps more importantly, contain elements where the risks are unknown at this time. David Rains is a Managing Director with Guy Carpenter & Company, LLC and leads the firm's Healthcare & Life Specialty Practice, which provides comprehensive risk mitigation, capital management, and business analytics consulting services to the life and health re/insurance industry. As an actuary and business leader, he combines an acute understanding of risk with a practical approach to dealing with real business issues.

David has almost 25 years of experience in insurance and reinsurance, the last eight with Guy Carpenter. His background includes both health and life insurance and reinsurance with a clear customer-centric approach - understanding stakeholder needs and designing specific solutions that create mutual value. His expertise includes product development, pricing, underwriting and sales leadership. His team’s clients include medical providers, medical insurers, employee benefits insurers, specialty benefits MGU’s and life and annuity insurers.

Prior to joining Guy Carpenter in 2007, David held several management positions for ING Reinsurance in Denver, CO and Transamerica Reinsurance in Charlotte, NC. He developed and led new lines of business for both companies and delivered custom risk solutions for some of the largest insurers in the United States.

He is active in the industry and frequently speaks and writes on current and emerging topics in risk and reinsurance.

David is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He holds a BS degree in Computer Science from The University of Alabama.



Topic Summaries

Emil Metropoulos is a member of Guy Carpenter's Workers’ Compensation and Casualty Specialty Practices. In his role as Senior VP, he partners with clients in (re)insurance product development, achieving sustainable and profitable growth, as well as risk management and enterprise protection. He specializes in casualty advisory on exposure, experience, accumulation and catastrophe modeling and in their integration and execution of optimal (re)insurance pricing and program solutions. Emil is also a member of the firm’s Rating Agency Advisory and Terrorism Task Force providing clients with strategic, financial, regulatory and operational advisory on managing and mitigating their exposures. Emil has authored several articles on Terrorism and Emerging risks and frequently speaks at and participates in industry panel groups. Prior to joining Guy Carpenter 2001, Emil was a Treaty Underwriter at a GE Capital Company specializing in casualty (re)insurance. He began his career in 1987 with ACE's Special Risk Facilities as a National Accounts Underwriter and Account Executive managing large and complex P&C risks. Emil completed ACE's underwriting training program, specializing in guaranteed cost and loss sensitive programs. Emil holds a Bachelor of Science degree in International Business from New York University and an MBA in Finance and Management from NYU’s Stern School of Business. Principle Based Reserves GLENN A. TOBLEMAN, FSA, FCAS, MAAA, President & Managing Principal MICHAEL A. MAYBERRY, FSA, MAAA, Senior Vice President & Principal Lewis & Ellis, Actuaries & Consultants

Implementation of principle-based reserving (PBR) started January 1, 2017. PBR is designed to maintain strong solvency oversight by regulators while helping ensure that companies will fulfill obligations to policyholders. PBR will replace a formula-based approach that may require life insurers to begin analyzing systems, actuarial support, pricing, products, and human capital to ensure PBR is properly supported and its impact understood. During this session we’ll:

Provide an overview of PBR and highlight the differences from the current standards Discuss how companies are reacting to the change in valuation standards Give an early indication of the impacts to reserves and capital and potential impacts to the

insurance industry.

Glenn Tobleman currently helps keep L&E headed in the right direction as President of the company. With over 30 years of insurance and consulting experience, Glenn has gained a great deal of insight into the workings of insurance companies and businesses that choose to self-insure their insurable risks. Glenn is one of a handful of people in the U.S. who has achieved Fellowship in both the Society of Actuaries and the Casualty Actuarial Society. He has significant knowledge and experience in Life, Annuity, Health, Property and Casualty fields, and uses that expertise to help clients meet strategic goals and improve bottom-line profitability. Glenn serves as the Appointed Actuary for several clients, and appreciates the friendships that he has built with many long-term clients. Glenn enjoys watching and playing several sports, as well as playing the guitar and singing. He is an active member of his local church.



Topic Summaries

Mike joined Lewis & Ellis in 1999 and currently serves as a Senior Vice President for L&E. Mike assists numerous life insurance and annuity clients in their statutory, GAAP and tax financial reporting needs. In addition, he assists insurance clients in reviewing financial reinsurance transactions, mergers and acquisitions, reviewing surplus management strategies, including the use of special purpose financial captives, life insurance and annuity product development, illustration actuary requirements and experience studies. Mike assists numerous state insurance departments in the actuarial examinations of insurance companies. He provides actuarial consulting services to state insurance departments in reviewing the financial risks related to securitization of reserves and other financial reinsurance transactions. Mike is involved in the affairs of his profession and the life insurance industry by being an active speaker regarding current topics in life insurance and financial reporting issues.

Talent Acquisition Make Way for the Next Generations: How to Attract and Cultivate Millennial and Gen Z Talent Anjali Johnson, National Territory Manager The Jacobson Group In today's battle for top talent, it's up to employers to attract and cultivate Millennial and Gen Z talent or risk losing them to the competition. Hear strategies directly from a successful Millennial on what insurers can do to recruit, develop and retain top talent from the younger generations. Topics covered will include the current state of the insurance labor market and reasons behind the growing skills gap, strategies for successfully managing the changing generational dynamics of today’s workforce, best practices for recruitment and retention of young professionals, and insights into transitioning Millennial and Generation Z professionals into industry leaders.

Anjali Johnson is a National Territory Manager with the property and casualty team of The Jacobson Group, the leading global provider of talent to the insurance industry. In this role, Anjali provides property and casualty organizations with the temporary staffing and subject matter experts solutions they need to effectively manage workload fluctuations, special projects and other short-term needs. Anjali’s tenure within the industry allows her to quickly understand her client’s specific insurance talent needs and deliver the functional expertise and consultant-level professionals necessary for success. Since joining the firm, Anjali has also dedicated her time to Jacobson’s emerging talent program, which delivers recent graduates and young professionals for direct hire and internship opportunities. Anjali is currently working to develop partnerships with organizations including National African American Insurance Association (NAAIA), InVEST, and Risk Management Solutions of America’s Talent Pipeline program. These relationships will further Jacobson’s commitment to providing accessibility to young talent for the insurance industry. Prior to joining the firm, Anjali worked for Burns & Wilcox, an independent insurance wholesale broker and managing underwriter. In this role, Anjali underwrote both property and casualty commercial insurance and special risk insurance policies for global organizations looking for coverage against political crises, pandemics, and terrorist incidents in high risk, Middle East and North Africa territories. Subsequently, Anjali transitioned to Apogee Insurance Group, a Berkshire Hathaway professional



Topic Summaries

liability wholesaler, where she worked as a business development executive for the company’s Midwest territory team. While at Apogee, Anjali identified areas of opportunity for territory expansion, growing the Midwest territory premium by 73% from 2015 to 2016. Anjali graduated from the University of Southern Mississippi with a Bachelor’s of Fine Arts in dance performance and choreography and a minor in business administration. Additionally, Anjali also holds a master’s degree in organizational management from DePaul University and a master’s degree in public policy and administration with a specialization in foreign policy from Northwestern University. After her graduate studies, Anjali completed an Executive Certificate in Global Corporate Social Responsibility from Arizona State University. NAIC Update Jeff Koons, Audit Senior Manager EY (Ernst & Young) Join us for an NAIC update that will include updates on statutory accounting and reporting, regulatory capital developments, implications of NAIC initiatives and other regulatory matters. Jeff is a Financial Services senior manager in EY’s Fort Worth office with over 8 years of experience auditing and providing accounting advice to public companies in the insurance industry with a focus on the property & casualty sector.

Clients include: Hallmark Financial Services, Inc.; State National Companies, Inc.; and ARMtech Insurance Services, Inc. (subsidiary of Sompo International (f/k/a, Endurance Specialty Holdings, Ltd.)). His experience includes conducting US GAAP and statutory basis audits, SEC annual and quarterly reporting, Sarbanes-Oxley Section 404 risk assessment and testing, Rule 144a private placement offerings and Form S-1 filings for initial public offerings.

Jeff is a member of EY's National Financial Services Quality Network, which is designed to support engagement teams on quality matters, focusing on methodology and implementation, learning, inspection support and risk management. He serves as a point of contact on matters related to the Firm's audit methodology and guidance with a specific focus on revenue recognition (ASC 606). Further, he coaches teams on the Firm's Global Audit Methodology and auditing standards; helps audit teams throughout the process of internal and external inspections, including PCAOB inspections, providing support during the inspection period, and assisting in responding to comment forms and reviewing and monitoring remediation plans.

Jeff currently serves as a member of EY’s National FSO People Advisory Board and the National FSO Insurance People Advisory Board. He was a co-developer and facilitator for FSO training classes and simulations focusing on senior level education offerings. He also serves as a co-lead recruiting coordinator for Texas Christian University

Jeff received his Master of Accounting and his Bachelor of Business Administration in accounting and business information systems from Texas Christian University. He is a Certified Public Accountant in Texas and is a member in the American Institute of CPAs (AICPA).



Local Hotels

Aloft Las Colinas (4.2 miles) 122 East John Carpenter Frwy Irving, Texas 75062 972-717-6100 www.aloftlascolinas.com Courtyard Dallas Las Colinas (4.3 miles) 1151 W. Walnut Hill Lane Irving, Texas 75038 972-550-8100 http://www.marriott.com/hotels/travel/dalla-courtyard-dallas-las-colinas Holiday Inn Express and Suites (4.1 miles) 333 West John Carpenter Frwy Irving, Texas 75039 972-910-0302 www.ihg.com/holidayinnexpress/hotels

La Quinta Inn and Suites (4.3 miles) 4225 North MacArthur Blvd Irving, Texas 75038 972-261-4900 http://www.laquintadallaslascolinas.com

Note: Miles are distance from Hotel to Las Colinas Country Club.



Driving Directions

To Las Colinas Country Club

From the North (via 1-635) Take 1-635 West, exit Luna Rd and turn LEFT. Turn RIGHT onto Royal Ln. Turn LEFT onto Riverside, at the Studios of Las Colinas. Take a RIGHT on N. O'Connor, going past The Mustangs of Las Colinas and under the overpass of Hwy-114.We are located approximately one mile south of Hwy-114, on the LEFT side of the road after the Leland Rd intersection.

From the North (via Loop 12) Take 1-635 West, exit 1-35 South towards Dallas. Be in one of the three right lanes and exit Loop 12 South. Take the 2nd exit, Hwy-114, and turn RIGHT, going West towards Grapevine. Exit O'Connor Rd and turn LEFT. We are located approximately one mile south of Hwy 114, on the LEFT side of the road after the Leland Rd intersection.

From the Park Cities Take Northwest Hwy/Loop 12 West; turn LEFT onto Riverside. Go RIGHT on N. O'Connor, past The Mustangs of Las Colinas and under the overpass of Hwy-114.We are located approximately one mile south of Hwy-114, on the left side of the road after the Leland Rd intersection. From the South Take 1-35 North. Exit Hwy-114 West, towards the DFW Airport. Exit O'Connor and turn LEFT. We are located approximately one mile south of Hwy-114, on the LEFT side of the road after the Leland Rd intersection.



Driving Directions

From Arlington/Ft Worth From 1-20 or 1-30 take Hwy-360 North. Exit Hwy-183 East. Exit O'Connor and turn LEFT. We are located on the RIGHT side of the road after the Northgate Rd intersection, less than one mile north of Hwy-183.

From Coppell High School From Cowboy Drive, take a right onto N Denton Tap Road. Drive approximately 6 miles south, past highway 635, then take a slight left merging onto TX-114 East. Take the O'Connor Rd/Wingren Rd Exit and then make a right onto N O'Connor Blvd. We are located approximately 0.8 miles down the road on the LEFT.

Texas Chapter IASA 2017 Fall Conference

Las Colinas Country Club – Irving, TX 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 November 6, 2017.

Contact Information: For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at 919-489-0991.

To obtain CPE credit, participants must complete the Texas Chapter IASA 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, 37219-2417. NASBA phone number: 615.880.4200 Web site: www.nasba.org.

Documents

Insurance Accounting & Systems Association … Packet_1.pdfInsurance Accounting & Systems Association Texas Chapter ... Technology Impact on Insurers @ 12:10 pm ... information technology