Mark Your Calendar Now!
LOMA Financial Inforum
May 16-19, 2010
Hyatt Regency Coconut Point
Bonita Springs, FL
If
you would like to receive marketing materials about the 2010 Financial
Inforum, please e-mail us at financial@loma.org.
Information on the 2010 event will be available later this year.
Quick Reference
Continuing
Professional Education Credit
Download
the 2009 Registration Brochure
2008
Attendee List
Who Should Attend?
The Financial Inforum is designed for high-ranking financial executives in the
insurance and financial services industries. CEOs and presidents; CFOs,
treasurers, controllers and investment officers; as well as senior strategic planning, marketing and
operations officers will be able to participate fully and contribute to the
success of the event.
Program
Overview
Designed to help financial executives prepare for an ever-changing
business environment, the LOMA Financial Inforum will present
strategies and ideas that will help you work smarter and drive your
company’s bottom line. This year’s Financial Inforum features
informative, relevant, educational sessions addressing financial,
strategic and treasury issues, earning you up to 14 hours of CPE credit.
There will be plentiful networking opportunities with industry leaders and
peers, along with speakers who will motivate you and inspire you with
cutting-edge tactics and innovative business methods.
Why This
Conference?
LOMA has committed itself to offering the best in research and education
activities to its members in the insurance and financial services
industries. Our experience and knowledge base offer you the latest
cutting-edge information that will help you drive your company’s success
today. We give you current and practical ways to improve your management
and operations through quality employee development, research and
information sharing. No other conference can offer you the depth and
breadth of information that you’ll find here!
Hotel
Information
Hyatt
Regency Coconut Point
5001 Coconut Road,
Bonita Springs, Florida, USA 34134
Tel: +1 239 444 1234
Fax: +1 239 390 4344
Room Rate
$239 per night plus taxes
Hotel Reservations:
Book your hotel room early! Be sure to mention LOMA to receive the
discounted hotel rate of $239 per night single/double plus tax. The group rate is available until
April 23, 2010 or until the blocked
rooms are sold out, whichever comes first. Check-in time is 4:00 p.m.
Check-out time is 12:00 p.m. For reservations, please call the hotel
directly at 239-444-1234 by April 23, 2010.
Registration
Registration
information coming soon.
Continuing
Professional Education Credit
CPE: Earn up to 14 CPE credit hours.
Intermediate level. No prerequisites or
advance preparation required.
Instructional delivery method includes group-live. In accordance with the standards of the
National Registry of the CPE Sponsors CPE credits are based on a 50-minute
hour.
LOMA 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. Web site: www.nasba.org.
For
More Information
Contact financial@loma.org
770-984-6438 (phone)
770-984-6418 (fax)
2009 Program
Sunday, May 17
4:00–6:00 P.M.
Registration
6:00–7:30 P.M.
Opening Reception
Sponsored by Citi Global Transaction Services
Monday, May 18
7:00–8:00 A.M.
Continental Breakfast
Sponsored by Deutsche Bank
8:00–9:45 A.M.
Opening Keynote
|
Outlook for the Economy and Financial Markets
Dr. Robert Genetski, Interest Rate Forecaster and Investment Banker
Genetski,
a renowned future trends expert will give a fascinating vision of
how changes in governmental policies will alter the future economic
and financial landscape. He will explain how classical economic
principles will help you anticipate where the economy and financial
markets are heading.
Institutional
Investor magazine named Robert Genetski the number-one interest
rate forecaster in the country. He has served as chief economist for
Chicago’s Harris Bank and is the author of Taking the Voodoo
out of Economics.
Click here
to learn more about Dr. Genetski.
Click here
to see a portion of Dr. Genetski's presentation.
|
 |
9:45–10:00 A.M.
Refreshment Break
Sponsored by The Bank of New York Mellon
10:00–11:00 A.M.
General Session
State of the Industry Address:
2009 Outlook for the Life Insurance Industry, and Wild Cards for 2009 and
2010
Stephan Christiansen, FCAS, MAAA,
Director of Research, Conning Research &
Consulting, Inc.
Conning
regularly produces forecasts of the financial performance of the life
insurance industry, which can be useful for benchmarking and competitive
analysis. However, this year is particularly difficult to assess.
Christiansen will walk you through a brief history of the performance of
the insurance industry and some of the factors beneath the surface that
contributed to increased volatility of results. He will also address some
of the specific areas of uncertainty, the "wild cards", that can
dramatically affect industry performance and stability over the next
couple of years.
Christiansen is Director and Director of Research at
Conning Research & Consulting, Inc. Previously, Christiansen was a
Senior Partner with Conning Capital Partners, a private equity business of
Conning. Prior to joining Conning, he held senior actuarial, strategic
planning and product management roles with Colonial Penn Insurance Group
and Insurance Company of North America.
11:00–11:15 A.M.
Refreshment Break
Sponsored by The Bank of New York Mellon
11:15 A.M.–12:15 P.M.
Concurrent Sessions (Select One)
Securities Lending 2009 — The Changing
Market Landscape
William Smith, Managing Director, J.P. Morgan
Michael Zebrowski, Vice President, J.P. Morgan
The
life insurance industry is a large and active participant in the
securities lending business. This exploration of recent market events will
focus on how insurance companies evaluate the risks and rewards of a
securities lending program. We’ll look at:
- The evolving
regulatory environment
- Evaluating
actual securities lending risks
- Re-evaluating
counterparty risk and creditworthiness of the broker/dealer and
custodian community
- What
indemnification really means today
- The questions
you should be asking your custodian
- Considering
income vs. market risk
The Impact of Your Treasury Structure in
Today’s Environment
Thomas Gallagher, First Vice President, Global Client Management, Insurance
and Investment Management, Bank of New York Mellon
Kathy Hoffman, Vice
President & Assistant Treasurer, Prudential Financial
This interactive session will examine treasury organizations and the pros
and cons regarding alternative structures (centralized vs. decentralized,
domestic and international, etc.). We’ll discuss:
- Liquidity
management
- The impact on
monitoring bank/client exposure
- Impact on
managing bank/client relationships
- How to best
leverage technology
- Best practices
to identify and develop cost and process efficiencies
12:15 P.M.
Box Lunch
Sponsorship Still Available!
1:00 P.M.
Financial Inforum Golf Classic
($85/per person, Conference Attendees Only)
Sponsored by BMO Capital Markets
The
Financial Inforum Golf Classic is open to all registrants of the LOMA
Financial Inforum (no spouses or guests, please). To make the tournament
affordable for everyone, BMO Capital Markets sponsors
the event by subsidizing a generous portion of the greens fee for each
player. The tournament will be played at Gainey Ranch Golf Club which
offers an exciting challenge for golfers of any skill level. Each of the
three distinct nine-hole courses, designed by Benz and Poellot, offers a
different experience for players.
Miscellaneous Activities
Golf not your bag? The Hyatt Regency Gainey Ranch offers a wide array of
activities including a 2½ acre “water playground” and world-class
tennis. You can rejuvenate at Spa Avania or take in the exciting shopping
and dining opportunities available nearby in the Scottsdale area.
9:30–11:00 P.M.
Hospitality
Sponsored by The Bank of New York Mellon
Tuesday, May 19
7:00–8:00 A.M.
Continental Breakfast
Sponsored by J.P. Morgan
8:00–9:00 A.M.
General Session
Industry Outlook: The Rating Agency
Perspective
Stephanie Guethlein McElroy, Manager, Rating Criteria and Rating Relations, A.M. Best
Company
Julie
Burke, Managing Director, Fitch Ratings
Are
the implications of the recent economic turmoil short-term or is this a
long-term shift in the financial stability of the industry? Come hear the
unique perspectives of the rating agencies on this important topic.
9:00–9:15 A.M.
Refreshment Break
Sponsorship Still Available!
9:15–10:15 A.M.
Concurrent Sessions (Select One)
Regulatory Update
Bruce Ferguson, Senior Vice President, State Relations,
American council of Life Insurers
This
session will provide the latest update on the key regulatory and
legislative issues affecting the life insurance market.
Business Intelligence
Dan Westholm, Director, Corporate Treasury, Principal Financial Group
Treasury’s
role in cash management and money market administration provides access to
data that can be utilized for a variety of management purposes. This
session will examine the benefits of analyzing account, transaction, and
balance related data to promote treasury as a strategic business partner
to its internal customers. Included will be:
-
Creation
of an analytical database
-
Utilizing
an iterative approach to build engagement and utilization of
the data
-
Capitalizing
on risk management and operational opportunities by effectively
organizing and reporting information
10:15–10:30 A.M.
Refreshment Break
Sponsorship Still Available!
10:30–11:30 A.M.
Concurrent Sessions (Select One)
Adding Value from Enterprise Risk Management
Hubert Mueller, Principal, Towers Perrin
The
financial crisis has put ERM at the forefront of everyone’s mind. Join
this discussion on current industry trends with ERM based on key findings
from Towers Perrin’s ERM survey, including:
- The
role of ERM and Economic Capital
- Lessons
learned from the financial crisis
- Implications
for ERM going forward
Making Money While Spending It
Kathleen A. Clune, Assistant Vice President & Assistant Treasurer,
Pacific Life Insurance Co.
William
Pierson, Senior Product Manager and Vice President, PNC Treasury
Management Card Services
Jackie Rizzo, Vice President, Treasury Management Sales, Insurance
Group, PNC
Come
gain insight on the fast-changing payments landscape and how-to examples
of successful purchasing cards programs and their financial impact on the
bottom line, including:
- Pacific
Life’s success in leveraging cards as a settlement for invoice
payments
- Success
benchmark statistics and best practices in organizations that have
effectively implemented a payment optimization strategy to generate
measurable results
11:30 A.M.–12:30 P.M.
Buffet Lunch
Sponsorship
Still Available!
12:30–1:30 P.M.
General
Session
Key Challenges for Life Insurers in 2009
Hubert Mueller, Principal, Towers Perrin
Join
us as we discuss industry perspectives on key challenges for 2009 based on
results from the Towers Perrin CFO Survey, including the variable annuity
marketplace, rating agency and regulatory demands, and the implications of
fair value accounting.
1:30–1:45 P.M.
Break
1:45–2:45 P.M.
Concurrent Sessions
(Select One)
Today’s Market for Syndicated Loans and
Bridge Financing
Jonathan Mullen, Managing Director, Financial Institutions
Loan Syndications, Bank of America
Be
sure to attend this session focusing on current trends and conditions in
the syndicated loan market, including a discussion of both corporate
credit facilities and bridge financing. Included will be:
- The emergence
of market-based pricing
- Managing
amendments
- Acquisition
financing
International Growth: Today’s Great
Opportunity?
Mike Williams, Senior Strategy Consultant, Watson Wyatt Worldwide
With
the global downturn, growth may not be high on every company’s agenda.
But for companies with the resources and ambition the opportunities are
out there. In this session we consider the drivers for growth, the
importance of clear strategy and the need for diligent assessment of the
markets and options available.
7:00–9:00 P.M.
Cocktail Reception and Dinner
Cocktails Sponsored by PNC/National City
Wednesday,
May 20
7:00–8:00 A.M.
Continental Breakfast
Sponsored by Northern Trust
8:00–9:00 A.M.
General
Session
Insurance Accounting Update — GAAP and
Statutory
Holly Ownby, Senior Manager, National Accounting Practice, Ernst &
Young LLP
Hear
an update on current GAAP and Statutory accounting issues for insurance
companies, including FAS 157 and IFRS.
9:00–9:15 A.M.
Refreshment Break
Sponsored by Wells Fargo and Wachovia
9:15–10:15 A.M.
General
Session
Capital and Liquidity Management: 2009 and Beyond
Craig Bassett, Vice President
and Treasurer, Principal Financial Group
Dan Westholm, Financial Group Director, Corporate Treasury, Principal
Financial Group
Capital
and liquidity have come to the forefront for the financial services
industry. Using the fourth quarter of 2008 as a backdrop, this interactive
discussion will center on issues surrounding
- Potential
solutions in a highly sensitive marketplace
- Avenues
available to help mitigate capital and liquidity constraints for life
insurers
- How the past
is going to affect the future
10:00–10:15 A.M.
Refreshment Break
Sponsored by Wells Fargo and Wachovia
10:30–11:30 A.M.
Closing Keynote
|
Implementing Sustainable
Strategies
Philip J.
Friedrich
Executive
Consultant & Coach: Strategy, Change, Leadership
Take Charge Consultants, Inc.
In today’s challenging
environment, effective strategic
planning and implementation is more important than ever. No matter
how well thought out your strategy is, if it’s not implemented
well you will be left behind. With 20 years' experience in
strategic and operational process improvement, Friedrich will offer
tools, templates and assessment questions to help you plan,
implement, monitor, and continually update your strategy
implementation processes.
|
|
11:30 A.M.
Conference Adjourned
Sponsor
and Exhibitor Opportunities Available!
Contact financial@loma.org
for information.
Thank You To Our 2009 Sponsors
Top of page
|
