INSURANCE ACCOUNTING & SYSTEMS ASSOCIATION Booklet.pdf · development, and advises investment professionals on current economic trends and outlook. She also works ... Michael Hartt

INSURANCE ACCOUNTING & SYSTEMS ASSOCIATION

2019 SPRING CONFERENCE

April 25 & 26, 2019

Classification: Internal Use

Midwest Chapter 2018-2019 PRESIDENT Jack Maier MarksNelson LLC Kansas City, MO 816-743-7700 [email protected] SECRETARY / TREASURER Rod Van Genderen Principal Financial Group Des Moines, IA 515-878-1478 [email protected] VICE PRESIDENT Annie Simmons BKD Kansas City, MO 816-489-4283 [email protected] VICE PRESIDENT Julie Leitschuck Great West Casualty South Sioux City, NE 402-494-7733 [email protected] VICE PRESIDENT Chris Frazier EMC Des Moines, IA 515-237-2205 [email protected] VICE PRESIDENT Steve Plettau Johnson Lambert Park Ridge, IL 847-754-4402 [email protected]

Past Presidents 1952-53 I.H. Wagner 1953-54 J.C. Platt 1954-55 Price Tribble 1955-56 L.J. Hale 1956-57 Charles Ask 1957-58 E.E. McCandies 1958-59 T.D. Kennedy 1959-60 Frank Duboc 1960-61 Allan C. Appell 1961-62 Lawrence F Haug 1962-63 Byrson Clarke 1963-64 Harry A. Wilcher 1964-65 William R. Still 1965-66 Ernest E. Howell 1966-67 Donald E. James 1967-68 Stuart Maseman 1968-69 Glenn Waters 1969-70 Loren B. Belker 1970-71 J.R. Macek 1971-72 Fred R Stanglers 1972-73 Jule L Thompson 1973-74 Richard L Hubler 1975-76 Eugene F. Blatchley 1976-77 Albert B. Carter 1977-78 Jerome H. Bray 1978-79 M.E. “Pete” Rose 1979-80 Dale H. Pearson 1980-81 Kent Osborn 1981-82 Harlan W. Bergman 1982-83 Glen A. Nelson 1983-84 Clyde L. Johnson 1984-85 G.E. Williams Jr. 1985-86 Kenneth W. Felton 1986-87 Billie D. Hughes 1987-88 John E. Burch 1988-89 Bill Sears 1989-90 David Morgan 1990-91 Richard Sonday 1991-92 Barbara J. Schippers 1992-93 Ron Koester 1993-94 Doug Yenzer 1994-95 Ken Holferty 1995-96 Mike Broderick 1996-97 Bob Lasley 1997-98 Bob Davis 1998-99 Linda Duderstadt 1999-00 Scott McEntee 2000-01 Rick Umscheid 2001-02 Martha Davis 2002-03 Kelly Klug 2003-04 Jan Sewright 2004-05 Mary Anderson 2005-06 Tom Schlichting 2006-07 Patty Keairnes 2007-08 Marilyn Tosh 2008-09 Jacob Bolan 2009-10 Chris Frazier 2010-11 Shelly Heflin 2011-12 Denise Brown 2012-13 Amber Lesnick 2013-14 Rod Van Genderen 2014-15 Janet Hart 2015-16 Rhonda Bridges 2016-17 Julie Thelen 2017-18 Tim Flaherty

Thank You To Our Sponsors!

PLATINUM

GOLD

Thank You To All Our Exhibitors!

CPE

7:00 - 7:45 Breakfast Buffet / Registration / Visit with vendors

7:45 - 8:45 Mike Caldarazzo - Photofax - Fraud and Surveillance 60

8:45 - 9:45 60

9:45 - 10:15 Vendors Introduce themselves then break with vendors

10:15 - 11:15 Manuj Lal - PWC - GDPR Update 60

11:15 - 12:15 Robin Anderson - Principal Financial Group - Economic Update 60

12:15 - 1:00 Lunch / Visit with vendors

1:00 - 2:00 Shauna Woody-Coussens - Ethics Topic - BKD 60

2:00 - 3:00 Miles Capital - Unstable Outlook? The Changing Landscape of Fixed Income 60

3:00 - 3:15 Break with Vendors

3:15 - 4:15 Ariane Pollack & Michael Hartt, PWC - GAAP Update 60

4:15 - 5:15 Jay Schulman - RSM - Block Chain: Disrupting our Future 60

5:15 - 6:15 Reception

7:00 - 7:45 Breakfast Buffet / Visit with vendors

7:45 - 8:50 Doug Ommen - State of Iowa Insurance Commissioner - Insurance Update 65

8:50 - 9:55 Kara Cramer - BKD - Tax Update 65

9:55 - 10:15 Break with Vendors

10:15 - 11:45 Connie Woodroof - StoneRiver: NAIC Focus 90

11:45 - 11:55 Business Meeting

Total Minutes 700

Total CPE 14

Thursday, April 25, 2019

Friday, April 26, 2019

MIDWEST CHAPTER - INSURANCE ACCOUNTING & SYSTEMS ASSOCIATION

2019 SPRING CONFERENCE

APRIL 25-26, 2019

COURTYARD BY MARRIOTT, ANKENY, IA - 515-422-5555

Program Field of Study: Accounting, Security, Systems

Delivery Method: Group - Live

# Classification: Internal Use


Midwest Chapter of IASA 2019 Spring Conference, Ankeny, IA

Session Speakers ‐ in order of Presentation Presentation Title and Summary: Knock‐Knock‐Knocking on Frauds Door Mike Caldarazzo ‐ Director/ National Accounts ‐ Lemieux & Associates Michael Caldarazzo is a Certified Fraud Examiner and Certified Forensic Interviewer. He has 28‐years’ experience in fraud investigations. His expertise rests in matters concerning fraud, exaggeration and complex litigation. He specializes in workers’ compensation, disability, liability and bodily‐injury investigations for insurers, mutual insurance companies, third‐party administrators and a wide‐range of self‐insured entities. Mr. Caldarazzo serves as Director of National Accounts for Lemieux & Associates, a national investigative provider based in North Haven, Connecticut. He is passionate about sharing his experience in fraud, bodily‐injury investigations and tactical surveillance. Mr. Caldarazzo believes in partnering with professionals who are serious about eliminating fraud and exaggeration from their programs. He is one of the most trusted and relied upon investigators in the industry. Presentation Title and Summary: Reduce Your Turnover by Hiring for Values Instead of Skills Courtney Clarke – Director, Communications – Miles Capital, Inc. Courtney Clarke is a member of the Miles Capital Management Committee as well as the Asset Allocation Committee, and she heads the Business Development Committee. She is responsible for oversight of all firm business development and client communication efforts. She works with all areas of the firm to plan business development initiatives and execute on communication campaigns. She also oversees the Client Service team and is responsible for exceeding client expectations. She previously served as Manager of the Client Service Team for Miles Capital. Prior to joining Miles Capital, Courtney was with Cargill Financial Markets, UK. She earned her B.S. in Business Management, International Business and a B.A. in French from Iowa State University. She currently serves on the Iowa Child Advocacy Board and the City of Waukee City Council. Presentation Title and Summary: GDPR Update Manuj Lal – Director ‐ PwC Manuj, a director in the Cybersecurity and Privacy practice based in Chicago, Illinois, leads the Midwest privacy team and strategic innovation projects for PwC. He is an accomplished strategic leader with vast experience building end‐to‐end enterprise privacy, security, legal, compliance, and risk programs. He has a unique skill set as a legal/compliance professional with an information technology background and extensive commercial experience that allows him to solve complex business problems with a holistic view on increasing enterprise value while decreasing risk. Manuj leads large project teams in transforming privacy and data protection programs for major corporations across industry. He utilizes his knowledge of industry frameworks, such as NIST, GAPP, HIPAA, and GLBA, amongst others, and privacy laws and regulations, including GDPR and CCPA, as he builds enterprise compliance and risk programs.


Presentation Title and Summary: Economic Update – It Ain’t Over ‘Til It’s Over Robin Anderson – Senior Economist – Principal Global Investors Robin Anderson is a Senior Economist for Principal Global Investors. She works closely with the Chief Global Economist to develop and disseminate macroeconomic strategy, not only for Principal Global Investors but Principal Financial Group® as a whole. In this role, Robin presents, writes commentary, assists in forecast development, and advises investment professionals on current economic trends and outlook. She also works closely with the Principal Portfolio Strategies team within Principal Global Investors. In that capacity, Robin develops macroeconomic and quantitative research to assist in asset allocation decisions. Robin joined Principal Financial Group® in 2011. Prior to that, she worked as an economist at the U.S. Census Bureau. She received her Ph.D. in economics in 2008 from the University of Washington and a bachelor’s degree in economics in 2002 from the University of North Carolina at Chapel Hill. Robin has numerous speaking engagements in the U.S., from Deadwood, South Dakota to New York. She was one of two Principal Financial Group® employees selected to attend Fortune’s Most Powerful Women Next Gen Conference in 2014. Robin is frequently quoted in the financial news media including CNBC and Bloomberg. Presentation Title and Summary: Crossing the Ethical Boundary – Insights from a Fraud Investigator Shauna Woody‐Coussens – Managing Director ‐ BKD Shauna Woody‐Coussens is a managing director of BKD’s Forensic & Valuation Services practice in the Kansas City, Missouri office. Shauna has over 25 years of experience investigating fraud and also serves as an expert witness with regard to damages for complex commercial litigations. Shauna’s forensic investigative experience includes fraud investigations for internally identified company matters, in response to inquiries by third parties and regulatory bodies, and in litigation in a variety of industries. Shauna serves as BKD’s subject matter expert with regard to Foreign Corrupt Practices Act investigations and has testified in front of the Department of Justice and the Securities and Exchange Commission on such matters. . Presentation Title and Summary: Unstable Outlook: The Changing Landscape of Fixed Income Walt Stubbings – Senior Portfolio Manager – Miles Capital, Inc. Walt is responsible for contributing to asset allocation, risk management, and multi‐sector portfolio strategies for Miles Capital’s institutional clients. In addition, Walt serves as the sector specialist within the fixed income team for the securitized and municipal sectors. He has over 25 years of fixed income portfolio management and analysis experience, and has covered the corporate credit, municipal, and securitized sectors of the market. Most recently, Walt was fixed income portfolio manager at United Missouri Bank in Kansas City and held various portfolio management, asset allocation, and trading responsibilities. Walt also previously worked with the FDIC, First Trust Advisors, Kansas City Life Insurance Company, and GE Financial Assurance. Walt earned his M.B.A. (with honors) from the University of Chicago Booth School of Business. He has earned his CFA, CPA and FLMI designations.


Presentation Title and Summary: US GAAP Accounting Change in the Insurance Industry Ariane Pollack – Accounting Advisory Director ‐ PwC Ariane works in PwC's Capital Markets and Accounting Advisory Services (“CMAAS”) practice based in Chicago, IL. The CMAAS practice specializes in helping clients identify solutions for complex accounting and financial reporting challenges related to significant transactions and capital markets activities. Ariane has worked on insurance clients for 10 years both in the US, in our Chicago, McLean and Chicago Offices, and in London, UK. Ariane has deals experience in assisting insurers with various capital market activities including mergers and acquisitions, IPOs and debt offerings, carve‐outs. She also has experience with GAAP conversions and accounting advisory services including the adoption of new accounting standards. Her clients include Life & Annuity, Property & Casualty, General Insurance, Mortgage Guaranty, and Accident & Health insurance entities. Ariane’s technical accounting expertise and financial reporting knowledge includes accounting for insurance contracts, business combinations, segment reporting, consolidation, SEC registration process, pro forma financial statements, financial instruments, foreign currency, goodwill and intangible impairment analyses, and other financial reporting topics. She has also worked on, actuarial remediation projects, and various benchmarking analyses for finance and actuarial processes and controls. Michael Hartt – Accounting Advisory Director – PwC Michael is a director in PwC's Capital Markets and Accounting Advisory Services practice. He has 10 years of experience leading engagements in multiple sectors, including life, property and casualty, and insurance brokerage, with a primary focus on commercial property and casualty and life. Michael has technical expertise in the areas of US GAAP, IFRS, and US statutory accounting. For the past year Michael has primarily focused on accounting conversion efforts with respect to IFRS 17 and targeted improvements to US GAAP for long‐duration contracts. Michael has supported numerous cross‐functional teams in conducting Phase 1 impact assessments through full accounting policy development and advising clients on their implementation of the new standards. Presentation Title and Summary: Block Chain: Disrupting our Future Jay Schulman – Principal – RSM US LLP Jay leads the Cryptocurrency and Blockchain practice for RSM. He has helped a major commodities exchange roll out an initial coin offering, consulted multiple trading firms on the security of their cryptocurrency trading strategies, developed strategies for adopting blockchain and taught numerous classes on the basics of blockchain and cryptocurrencies.


Presentation Title and Summary: Insurance Commissioner Update Doug Ommen – Insurance Commissioner – Iowa Department of Insurance Doug Ommen was appointed by Governor Terry Branstad as Insurance Commissioner in January 2017, after serving as Interim Commissioner since December 2016. Ommen has a strong and varied public service background. Ommen’s dedication and desire to serve the public began in seeking justice for victims of fraud in the Missouri Attorney General’s Office, where as an assistant attorney general and then as chief counsel, he led the fight to protect consumers over the course of three decades. Ommen served as Deputy Insurance Commissioner at the Iowa Insurance Division from August 2013 to December 2016. Ommen also served in the Missouri Department of Insurance during 2005 – 2008, and as Missouri’s Insurance Director was instrumental for several key regulatory reforms. Ommen currently serves as the Chair of the NAIC's Life Insurance and Annuities (A) Committee. Ommen obtained his law degree in 1985 from the Saint Louis University School of Law, and is licensed to practice law in both Iowa and Missouri. Ommen and his wife, Sharon, have two married children and three grandchildren. Presentation Title and Summary: Tax Update Kara Cramer – Senior Manager ‐ BKD A member of BKD National Insurances Services Practice, Kara has more than nine years of experience providing federal and state tax compliance, tax planning, ASC 740 accounting, SSAPP 101 and consulting services for clients in a variety of industries, including various types of insurance companies. Her industry experience allows her to assist various businesses and individuals. Kara is a member of the American Institute of CPAs as well as the Missouri Society of CPAs. Kara is a 2009 graduate of The University of Kansas, Lawrence, with a B.A. degree in accounting and an M.A. degree in accounting with an emphasis in taxation.


Presentation Title and Summary: NAIC Update Connie Jasper Woodroof – NAIC Liason ‐ Sapiens 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 Sapiens, where she helps both Sapiens 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 for the Insurance Accouting & Systems Association (IASA), serving as chair of the Textbook Committee and as a member of the Accounting, Risk Management, and Finance (ARF) committee. Woodroof holds a B.S. in Accounting and a M.A. in General Psychology.


Midwest Chapter of IASA 2019 Spring Conference, Ankeny, IA

Session Speakers ‐ in order of Presentation Presentation Title and Summary: Knock‐Knock‐Knocking on Frauds Door Mike Caldarazzo ‐ Director/ National Accounts ‐ Lemieux & Associates

1. Facilitate a clear understanding of fraud vs. exaggeration in insurance claims. 2. Discuss strategies & techniques for spotting fraud in claim files. 3. Become familiar with current (online) investigations used to gather evidence. 4. Gain an understanding of surveillance: what it does, how it works and what can be expected.

Presentation Title and Summary: Reduce Your Turnover by Hiring for Values Instead of Skills Courtney Clarke – Director, Communications – Miles Capital, Inc.

1. Identify your company’s winning values

2. Create an outline for how to hire employees aligned with your values

3. Learn how to create a Values Blueprint to put values into action.

Presentation Title and Summary: GDPR Update Manuj Lal – Director ‐ PwC

1. Inform audience of new privacy and data protection regulations

2. Learn a common methodology for responding to and addressing privacy and data protection

regulations.

3. Identify approaches for internal audit participants to support business partners in their

compliance efforts.

Presentation Title and Summary: Economic Update – It Ain’t Over ‘Til It’s Over Robin Anderson – Senior Economist – Principal Global Investors

1. The U.S. expansion is in old in age. Learn why recession may not be looming on the horizon.

2. Learn the 2019 outlook for the U.S., Europe, Japan, and China.

3. Learn how this economic outlook translates into views about interest rates and investments.


Presentation Title and Summary: Crossing the Ethical Boundary – Insights from a Fraud Investigator Shauna Woody‐Coussens – Managing Director ‐ BKD

1. Discuss an example of an individual who crossed ethical boundaries

2. Explore a framework for ethical decision‐making

3. Apply that framework to a real‐life ethical issue

Presentation Title and Summary: Unstable Outlook: The Changing Landscape of Fixed Income Walt Stubbings – Senior Portfolio Manager – Miles Capital, Inc.

1. Understand the market forces that have impacted fixed income

2. Evaluate the risks inherent in the primary fixed income sectors

3. Identify the impact to the portfolio and ways to take advantage of current market dynamics

Presentation Title and Summary: US GAAP Accounting Change in the Insurance Industry Ariane Pollack – Accounting Advisory Director – PwC Michael Hartt – Accounting Advisory Director – PwC

1. Understand the purpose of targeted improvements to the accounting for long‐duration

contracts and have a general understanding of its potential impacts the insurance industry as a

whole.

2. Understand the background and application of the new leasing standard

3. Learn about the key issues associated with the financial instruments – impairment or “CECL”

standard

Presentation Title and Summary: Block Chain: Disrupting our Future Jay Schulman – Principal – RSM US LLP

1. Understand blockchain technology and how is it different from bitcoin

2. Learn the common use cases and disruptors of blockchain

3. Understand how blockchain will impact the insurance industry


Presentation Title and Summary: Insurance Commissioner Update Doug Ommen – Insurance Commissioner – Iowa Department of Insurance

1. Learn about key insurance regulatory items

2. Update on “state of insurance” from the Commissioner

3. Understand key items impacting the Iowa insurance industry

Presentation Title and Summary: Tax Update Kara Cramer – Senior Manager ‐ BKD

1. Impact of TCJA on insurance companies

2. Tax return and provision challenges

3. Effective tax rates in 2018 and beyond

Presentation Title and Summary: NAIC Update Connie Jasper Woodroof – NAIC Liason ‐ Sapiens

1. Prepare attendees for quarterly reporting.

2. Alert participants to possible accounting system changes needed

3. Notify attendees to possible NAIC future projects.


MINUTES OF THE MIDWEST CHAPTER OF IASA BUSINESS MEETING 2018 Fall CONFERENCE

The 2018 Fall Conference of the Midwest Chapter of the Insurance Accounting and Systems Association (MWIASA) was held September 13th -14th at the Courtyard by Marriott in Ankeny, IA.

Jack Maier called the business meeting to order on September 14th at 11:45 a.m.

Rod Van Genderen read the minutes of the Spring 2018 Conference. Julie Leitschuck moved and Chris Frazier seconded the approval of the minutes as read. Upon voice vote of the membership the motion was unanimously approved.

The Treasurer’s report was given by Mr. Van Genderen as follows:

Balance Forward $14,060.51

Revenue from Spring 2018 Conference $11,292.00

Expenses from Spring 2018 Conference $10,689.50

Balance June 2018 $14,663.01

Ms. Leitschuck moved and Scott McEntee seconded to approve the Treasurer’s report. Upon voice vote of the membership the motion was unanimously approved. Mr. Maier announced the 2019 Spring meeting was being planned for Courtyard by Marriott in Ankeny, Iowa on April 25th – 26th.

There being no further business, Mr. Maier asked for a motion to adjourn. Mr. Frazier moved and Ms. Leitschuck seconded. Upon voice vote of the membership the motion was unanimously approved and the meeting was adjourned at 11:49 a.m.

|s| Rod Van Genderen, Secretary/Treasurer

Beginning Bank Balance 14,663.01$

Revenue Fall 2018 Conference 22,305.00$

Expenses from Fall 2018 Conference 19,266.35$

Ending Bank Balance December 2018 17,701.66$

Spring 2019 Treasurer's Report Midwest Chapter IASA

December 31, 2018

# Classification: Internal Use

FIRST_NAME LAST_NAME TITLE COMPANY CITY STATEKelsey Adams Principal Financial Group Prairie City IADaniel Altman Senior Financial Accountant Berkshire Hathaway Homestate Companies Omaha NERobin Anderson Principal Financial Group Des Moines IAKelly Anson Sr Financial Accounting Analyst Principal Financial Group Des Moines IAAshley Arellano Finance Liaison Wellmark Des Moines IAGreg Armitage Life Insurance Manager - Statutory FBL Financial Group Inc West Des Moines IAMelody Babcock Stautory Financial Analyst II BFINS West Des Moines IAPerry Balke Audit Manager Principal Financial Group Des Moines IALaurie Bates Corp. Accting Director FBL Fiancial Group, Inc. West Des Moines IAMargaret Baur Principal Life Insurance Company Des Moines IAKatie Beeler Principal Financial Group Des Moines IAJill Blosser Principal Life Insurance Company Des Moines IAMatthew Bode Senior Accountant Markel Corporation Omaha NEBert Braud Vice President W.R. Berkley Des Moines IAAmanda Briggs Urbandale IAJamie Burris Financial Accounting Analyst Principal Global Investors Des Moines IAKevin Butler Principal Financial Group Des Moines IAMike Calarazzo Lemieux & AssociatesJody Carlson FBL Financial Group Inc West Des Moines IAJeremy Carsman Vice President, Industry Consultant, Claims Payments Commerce Bank Kansas City MOJennifer Chadwick Continental Western Insurance Company Des Moines IACarol Clark Universal Surety Company Lincoln NECourtney Clarke Miles Capital, Inc West Des Moines IABradley Clausen Director of Business Systems Implementation Mutual of Omaha Omaha NEJustin Clausen Sr. Accounting Analyst Principal Financial Group Des Moines IADavid Cohen New Business Development New England Asset Management Farmington CTAnn Collins CFO Continental Western Insurance Company Des Moines IAAdam Collyer Partner Marks Nelson LLC Kansas City MOKara Cramer Senior Manager BKD LLP Kansas City MODavid Crawford Athene West Des Moines IAJennifer Crowl Senior Accountant EMC Insurance Companies Des Moines IATrudy Dailey Principal Financial Group West Des Moines IAAmanda Daugherty Team Leader - Financial and Mgmt Reporting Wellmark Inc Grimes IADiane DeHeer Sr Fin Acct Analyst Principal Financial Group Des Moines IATom Deierling Principal Financial Group Des Moines IAJoe Detrick Senior IT Specialist Jennan Enterprises, LLC Waukee IAMary Dietrich Senior Accounting Analyst Principal Financial Group Des Moines IAKaren Dilling Sr Accountant FBL Financial Group Inc West Des Moines IAAlex Dixon Sales Executive Automation Anywhere Dallas TXGreg Dodds Financial Analyst Principal Financial Group Des Moines IABryce Dougherty Controller Delta Dental of Kansas Wichita KSConnie Dresen FBL Financial Group Inc West Des Moines IAMolly Eastman Director of Financial Reporting Farmers Mutual Hail Ins Co of Iowa West Des Moines IAMichael Ellis CFO Delta Dental of Kansas Wichita KSJason Folken National Sales Leader US Bank Institutional Trust & Custody Minneapolis MNAdam Fortmann Senior Accountant EMC Insurance Companies Des Moines IAChris Frazier SVP, CFO & Treasurer EMC National Life Company Des Moines IAAli Gaffney-Peden Associate BKD, LLP West Des Moines IAJody Galloway Director - Internal Audit Homesteaders Life Company West Des Moines IALaura Garcia IMT Group West Des Moines IADarren Graves Business Development Executive StoneRiver Denver COBarbara Greer Sr. Account Analyst Principal Financial Group Des Moines IAJoel Greteman Staff Accountant II Farmers Mutual Hail Ins Co of Iowa AAChuck Gunkel VP-Business Development IASA International Office Saint Charles MOLindsey Hannan Financial Accounting Analyst Principal Financial Group West Des Moines IAJon Harris Partner BKD, LLP West Des Moines IAMichael Hartt PricewaterhouseCoopers LLP Chicago ILBrett Hedberg Manager Marks Nelson LLC Kansas City MOTracy Heitz Principal Financial Group Des Moines IATaylor Hellman Senior Accountant II Farmers Mutual Hail Ins Co of Iowa West Des Moines IAJoe Herting Partner BKD LLP Kansas City MOJason Hollis Claim Director Principal Financial Group Des Moines IAAllyson Holmes Sr. Investment Accountant Fidelity & Guaranty Life Insurance Co. Des Moines IAWilliam Howe PFG Des Moines IAJulie Huberty Great West Casualty Company South Sioux City NEHarli Janes Associate Accountant FBL Financial Group Inc West Des Moines IAConnie Jasper Woodroof NAIC Liaison StoneRiver, Inc De Soto KSMelissa Jensen Accountant Great West Casualty Company South Sioux City NETanner Johansen Associate BKD, LLP West Des Moines IASara John Marketing Events Coordinator Clearwater Analytics LLC Boise IDTanner Jontz Accountant Principal Financial Group Des Moines IAPhoenix Kaufmann CPA Marks Nelson LLC Kansas City MOPhoenix Kaufmann Marks Nelson LLC Kansas City MOJuanita Kern General Accounting Mgr NCMIC Insurance Company Clive IAAzalia Khousnoutdinova Controller Preferred Professional Insurance Company Omaha NEAmy Kircher Accountant Principal Financial Group Des Moines IAKristin Kleis Sr Manager Accounting IMT Group West Des Moines IAAudrey Kobus Asst Director-Accounting Principal Financial Group Des Moines IAAndy Kuennen Des Moines IALaura Ladd Statutory Financial Reporting Manager EMC Insurance Companies Des Moines IAManuj Lai PricewaterhouseCoopers LLP Chicago ILBurch LaPrade Gain Compliance Des Moines IATim Lass Sr. Accounting Analyst Principal Financial Group Des Moines IAJulie Leitschuck Great West Casualty Company South Sioux City NEAaron Leonard Sr. Accountant BITCO Insurance Companies Davenport IAAllan Leonard Vice President - Marketing Services Gabriel Group Earth City MO

#Classification: Internal Use

BKD LLP BKD LLP Kansas City MOLisa Lockard Principal Financial Group Des Moines IAMyrna Long EMC Insurance Companies Des Moines IABeth Loughren West Des Moines IAPhiengchay Lovan Reinsurance Accounting Supervisor EMC Insurance Companies Des Moines IABarry Lull Principal Financial Group Des Moines IAJack Maier Senior Manager Marks Nelson LLC Kansas City MOLindy McDaniel Account Executive ETM Hiawatha IAScott McEntee SVP Accounting Farmers Mutual Hail Ins Co of Iowa West Des Moines IAAngie McGargill AVP, Investment Accounting Fidelity & Guaranty Life Insurance Co. Des Moines IAKenneth Mertzel Sr. Director, Industry Marketing - Financial Services Automation Anywhere San Jose CAWayne (Tom) Messerly Des Moines IACris Miller Partner MCM CPA's & Advisors Gretna NEKristen Monson Financial Reporting Accountant GuideOne Insurance West Des Moines IADave Morales VP Reinsurance Solutions Prevail Consulting Palm Bay FLDerek Mueller Financial Analyst Continental Western Insurance Company Des Moines IAKevin Myers Accountant Great West Casualty Company South Sioux City NERonda Nebel Mutual of Omaha Omaha NEKelly Nekola Reinsurance Accountant EMC Insurance Companies Des Moines IAPaula Neumann P/C Accounting Director FBL Financial Group Inc West Des Moines IAAngela Newton Asst. VP Principal Financial Group Des Moines IADebbie Olsen Director of Finance Catholic Relief Insurance Company of America Omaha NEDoug Ommen State of Iowa Insurance CommissionerMike Oppold Principal Financial Group Des Moines IAThomas Ottens Accountant BITCO Insurance Companies Davenport IASunnie Palmitier Principal Financial Group Ankeny IAAllison Parks Mutual of Omaha Omaha NEDan Petersen Financial Analyst Principal Financial Group Des Moines IADenise Peterson Asst Financial Controller Principal Financial Group Des Moines IATammy Petheram Reinsurance Financial Manager EMC Insurance Companies Des Moines IAWilliam Pierce National Account Manager RP Solutions Inc. Ithaca NYChris Pittman Johnson Lambert LLP Raleigh NCSteve Plettau Senior Manager Johnson Lambert LLP Park Ridge ILTaryn Plunkett Associate Accountant Principal Financial Group Des Moines IAAriane Pollack PricewaterhouseCoopers LLP McLean VADave Pottebaum Principal Life Insurance Company Des Moines IACheyenne Proudfoot Accountant II EMC Insurance Companies Des Moines IASteve Pruch Director Strategic Partnerships First National Bank Omaha NEGrace Puckett Accountant Principal Global Investors Des Moines IAMark Reese CFO/Senior Vice President EMC Insurance Companies Des Moines IADan Reinders GAAP Financial Reporting Manager EMC Insurance Companies Des Moines IATim Reinert Director Accounting WoodmenLife Omaha NEShannon Renze Grinnell Mutual Reinsurance Company Grinnell IAJim Richardson Partner RSM US LLP Omaha NEBrian Riley Assistant Director - Accounting Principal Financial Group Des Moines IAKaren Riley CFO Preferred Professional Insurance Company Omaha NEBrooke Robb FBL Financial Group Inc West Des Moines IATed Rogers WR Berkley Support Services Urbandale IAJeff Roling Financial Controller Principal Financial Group Des Moines IAPam Root Columbia Mutual Insurance Co Columbia MOJack Rose Associate Accountant FBL Financial Group Inc West Des Moines IAAngela Roth Principal Financial Group Des Moines IAJodi Rusch FBL Financial Group Inc West Des Moines IAJennifer Russ Accountant Principal Financial Group Ankeny IABrenda Scholten Assistant VP and CAO Principal Financial Group Urbandale IAJay Schulman RSM Chicago ILJenny Shoeman Senior Accountant I Farmers Mutual Hail Ins Co of Iowa AAKim Siebrands Senior Reinsurance Accountant EMC Insurance Companies Des Moines IAAnne Simmons BKD, LLP Kansas City MOJenn Smith Financial Analyst Principal Financial Group Des Moines IASandi Smith Principal Financial Group Des Moines IANikki Spence Assistant Director - Accounting Principal Financial Group Des Moines IAKris Sterler Kris E Sterler, CPA PLC Harlan IAWalt Stubbings Senior Portfolio Manager Miles Capital, Inc West Des Moines IAMatthew Sturms Principal Financial Group Des Moines IAJodi Thomas Insurance Print Service Sales Swift Print Communications of St Louis LLC Saint Louis MOAnna Thompson Financial Analyst Manager Midwest Family Mutual Insurance Co. West Des Moines IASUSAN TINGLEFF Statutory Financial Reporting Manager WR Berkley Corporation Urbandale IARenee Tooman Sr Financial Analyst FGL Holdings Johnston IAAmanda Turner Principal Financial Group Des Moines IARod Van Genderen Operational Risk Consultant Principal Financial Group Des Moines IABrandy Vannoy Partner Johnson Lambert LLP Raleigh NCKristie Vanpelt Midwest Family Mutual Insurance Company Minneapolis MNAllison Vehlewald Associate Accountant Principal Financial Group Des Moines IAChris Vetterick Sr. Accountant FBL Financial Group Inc West Des Moines IAStacy Vogel Senior Accountant EMC Insurance Companies Des Moines IAMike Volkens Principal Financial Group Des Moines IASteve Walsh Director Investor Relations EMC Insurance Companies Des Moines IARyan Wampler Manager RSM US LLP Omaha NEAlec Ward Clearwater Analytics LLC Boise IDJeffrey Wendel Assistant Financial Director Principal Financial Group Des Moines IARebecca Wiley Senior Accountant Columbia Mutual Insurance Co Columbia MOFany Wiranata Senior Reinsurance Accountant EMC Insurance Companies Des Moines IAShauna Woody-Coussens Managing Director - Forensics & Valuations Services BKD LLP Kansas City MOMorgan Worley Sr. Financial Analyst Wellmark Inc Des Moines IADouglas Yenzer CPA Catholic Relief Insurance - Retired Bellevue NENick Yordanoff Financial Analyst Principal Financial Group Des Moines IA

#Classification: Internal Use


MIDWEST CHAPTER – IASA BALLOT – ELECTION OF OFFICERS FOR CHAPTER YEAR 2019-2020 To vote for each individual, place an “X” on the respective line. One ballot per Member. President Rod Van Genderen _____ Principal Financial Group Des Moines, IA 515-878-1478 Secretary/Treasurer Steve Plettau _____ Johnson Lambert, LLP Arlington Heights, IL 847-754-4402 Vice President Julie Leitschuck _____ Great West Casualty South Sioux City, NE 402-494-7733 Vice President Caitlin Proudfoot _____ EMC National Life Company Des Moines, IA 515-237-2119 Vice President Tim Reinert _____ WoodmenLife Omaha, NE 402-271-7836 Vice President Jim Richardson _____ RSM US LLP Omaha, NE 402-344-6125 Vice President Anne Simmons _____ BKD, LLP Kansas City, MO 816-221-6300

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Program Content: Overview will be provided with agenda.

Program Level, Prerequisites, Advance Preparation, Type of Delivery Method: All programs utilize a combination of lecture, discussion, etc. and will be delivered live to the attendees. IASA’s goal is to facilitate the full implementation of program concepts in the work environment and to encourage the sharing of program ideas with others in the workplace of program participants. Our programs are created to accommodate participant groups seeking a basic learning experience. In general, no specific prerequisites and/or advance preparation for technical session is required.

Recommended CPE: Earn up to 14 CPE Credits

Registration Information/Instructions: See above.

Refund/Cancellation Policy: See above.

Complaint Resolution Policy: For more information regarding refunds, complaints and/or cancellation policies, please contact our office at 919‐489‐0991. Or visit our website at www.iasa.org and click on the CPE tab.

Official Registry Statement:

Speaker Bios: are included in your conference booklets for your reference.

Documents

INSURANCE ACCOUNTING & SYSTEMS ASSOCIATION Booklet.pdf · development, and advises investment professionals on current economic trends and outlook. She also works ... Michael Hartt