LOMA Financial Inforum
May 16-19, 2010
Hyatt Regency Coconut Point
Bonita Springs, FL
Register
Today!
New
Speakers Added to the Program!
-
Steven
M. Callahan of R.E. Nolan presents our annual State of the
Industry address
-
Kenneth A. Frino
of A.M. Best Company has been added to "The Rating Agency
Perspective"
-
Chris
Kennedy, Wells Fargo Bank, will be speaking on Avoiding
Disaster in a Disaster
-
Kathleen
C. Hoffman of Prudential Financial takes part in Managing and
Balancing the Credit Relationship
-
Nancy Moore, OneAmerica Financial Partners and David P. Sanguinetti,
Business Analysis, National Life Group discuss Planning and
Budgeting in the Current Economic Environment
Quick Reference
Continuing
Professional Education Credit
Download
the 2010 Registration Brochure
Download
the 2010 Registration Form
Hotel
Information
View
the 2010 Program
For
More Information
2009
Attendee List
Attendees can earn up to 14 CPE credits!
Who Should Attend?
The Financial Inforum is designed for
financial executives in the insurance industry including CFOs, treasurers,
controllers, internal auditors and financial management, and investment
officers. Strategic planning, risk management, and operations officers
will also gain valuable insight from the various sessions on the program.
Program
Overview
Knowing how to proceed in today’s environment is difficult at best. The
LOMA Financial Inforum can show you the right direction and reveal
opportunities that will help your company succeed. Come hear industry
experts and thought leaders as they discuss the critical issues important
to you and provide solutions to industry challenges:
-
Financial and Investment
Strategies
-
Industry Forecast and
Trends
-
Liquidity and Capital
Management
-
Risk Management
-
Regulatory Updates
-
And Much More!
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!
2010
Program
Sunday,
May 16
4:00–6:00 P.M.
Registration
6:00–7:30 P.M.
Opening Reception
Sponsored
by Citi
Monday,
May 17
7:00–8:00 A.M.
Continental
Breakfast
Sponsorship
Still Available
8:00–9:45 A.M.
Welcome and Opening
Keynote
The Recovery:
How Long and How Fast?
Alan
Beaulieu, Senior Analyst, Institute
for Trend Research (ITR®)
Getting ready for
the recovery – really…
Beaulieu will
present an economic outlook for our industry and for the global economy
with the clarity that business leaders have come to expect from ITR®. He
will review the status of many key industries and address some of the
questions common to all attendees:
-
What will be the end result of the
government bailouts, and should we expect more?
-
What
will this recovery look like?
What
impact might the administration have on the economy?
-
What
are the short-term and long-term economic forecasts (U.S. and /or
abroad)?
-
How
will those forecasts directly impact my company?
-
And
more!
Attendees will gain
confidence in navigating the economic waters that await, and will receive
a list of the indicators that should be watched – and which can be
safely ignored. This is a “must attend” session for leaders looking to
prepare for the changes that are coming over the next few years.
Alan
Beaulieu, senior analyst, economist, and a principal, has been with the
Institute for Trend Research (ITR)
since 1990. He has consulted and advised companies throughout the U.S.,
Europe, and Japan on how to plan for and prosper through the business
cycle. Pronouncements from the Institute for Trend Research and/or Mr.
Beaulieu have appeared in and on: the Wall
Street Journal, New York Times, Barron’s, USA Today, Knight Ridder News
Services, Reuters, CBS Radio, the Washington Times, and numerous other
outlets.
9:45–10:00
A.M.
Refreshment Break
Sponsored
by BNY Mellon
10:00–11:00
A.M.
General Session
State of the
Industry Address
Steven
M. Callahan, ChFC, CLU, FFSI, FLHC, FLMI/M, Senior Consultant and Life
& Annuity Practice Development Director, Robert E. Nolan Company
Come hear the
latest developments in our industry and how they might affect your company
in 2010 and beyond.
11:00–11:15
A.M.
Refreshment Break
Sponsored
by BNY Mellon
11:15
A.M.–12:15 P.M.
General Session
CFO Perspective:
Managing through the Crisis, and Opportunities and Concerns for 2010
Katherine
P. Cody, Senior Vice President & Chief Financial Officer, Farmers New
World Life
Gregory
E. Deavens, Senior Vice President & Chief Financial Officer, US
Insurance Group, MassMutual
The financial
crisis has tested the entire industry, with both stock and mutual
companies each having their own challenges to overcome. This panel of
CFOs, representing both stock and mutual companies, will discuss how they
have managed through those challenges and will share their views on
opportunities and concerns for 2010 and beyond.
12:15 P.M.
Box Lunch
1:00 P.M.
Financial
Inforum Golf Classic
Sponsored
by Northern Trust
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, Northern Trust sponsors the event by subsidizing a generous
portion of the greens fee for each player. The tournament will be played
at Raptor Bay Golf Club.
Miscellaneous
Activities Conference attendees and guests who prefer not to play golf
have an abundance of activities available at the hotel and in the area
including exciting excursions, and great dining and shopping in nearby
Naples. The Adventure Pool features a 140-foot corkscrew slide, while the
Waterfall Pool features cascading water, fountains, and ample sunning
areas. Or choose the adults-only heated 25-yard lap pool and adjacent hot
tub. The fitness center is open 24-hours a day, and Stillwater Spa
features aromatherapy, Ashiatsu massage, reflexology, and more.
9:30–11:00
P.M.
Hospitality
Sponsored
by BNY Mellon
Tuesday,
May 18
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
Kenneth
A. Frino, Group Vice President, Life/Health Division, A.M. Best Company
Douglas
Meyer, CFA, Managing Director, Fitch Ratings
Hear unique
perspectives from the rating agencies on the short-term and long-term
implications of the financial crisis and their outlook for the industry.
9:00–9:15 A.M.
Refreshment Break
Sponsored
by Bank of America
Merrill
Lynch
9:15–10:15
A.M.
Concurrent Sessions
(Select One)
The Convergence
of Insurance Accounting: Where Do We
Stand?
Aniko
Smith, Partner – Financial Advisory & Reporting Services, Deloitte
& Touche LLP
The credit crisis
has emphasized the importance of convergence and consistency of global
accounting standards. Projects now in the works with FASB and IASB will
eventually lead to a convergence between IFRS and U.S. GAAP and will
significantly impact the presentation of insurers’ balance sheets as
well as revenue and cost recognition in the P&L.
This session will
focus on:
-
The
roles and recent interactions among such players as the FASB, IASB,
and the NAIC
-
An
update on the IFRS4 Phase II Insurance Contracts project and the
Financial Instruments project
-
The
potential impacts to Statutory accounting practices
Avoiding
Disaster in a Disaster
Chris
Kennedy, Vice President, Wells Fargo Bank
Karen
A. Molloy, CTP, Assistant Treasurer, Northwestern Mutual
What key components
must every treasury business resumption plan contain? Do you know? Hear a
corporate and bank perspective on this issue, including an in-depth
discussion on what needs to be negotiated into treasury services
agreements with banks and vendors for existing services and what business
resumption questions should be included in request for proposals. Make
sure the proper discussions take place… and help avoid having a disaster
while dealing with a disaster!
10:15–10:30
A.M.
Refreshment Break
Sponsored
by Bank of America
Merrill
Lynch
10:30–11:30
A.M.
Concurrent Sessions
(Select One)
Helping to
Transform Treasury through Lean Six Sigma Project Management Discipline
Todd
Picken, Corporate Vice President & Treasurer, MassMutual
Additional
Speaker TBA
Lean Six Sigma
tools and techniques help to improve a wide range of processes and can
help you lead cross-divisional projects that can achieve sustainable and
financially impactful improvements to your company. Attend this session to
learn how to take advantage of Lean Six Sigma tools and project management
techniques to help transform your Treasury department and overall company
operations.
Liquidity and
Capital Management – 2010 and Beyond
Jack
Miceli, Vice President, Capital & Liquidity Management, AEGON USA
During the
financial crisis, capital and liquidity came to the forefront for the
financial services industry. Don’t miss this interactive session on
liquidity and capital in 2010 and beyond for the life insurance industry.
Using 2009 as a backdrop, this roundtable discussion will center on:
-
Issues
going forward for the industry and potential solutions in a highly
sensitive marketplace
-
Avenues
available to help mitigate liquidity and capital constraints for life
insurers
-
How
the past will affect the future
11:30
A.M.–12:15 P.M.
Buffet Lunch
Sponsorship
Still Available
12:15–1:15
P.M.
General Session
Financial
Regulatory Reform: Potential
Impacts and Implications
Speakers
TBA
Given the recent
financial turmoil, there are likely to be significant changes in the
regulation of financial services. Reform efforts could affect insurance
regulation and may even present opportunities to improve the existing
state-based regulatory system. Join this session to learn the potential
impacts and implications for your business.
1:15–1:30 P.M.
Refreshment Break
1:30–2:30 P.M.
General Session
The Future of
Product Development and Implications for Financial Executives
Tim
Hill, Consulting Actuary & Principal, Milliman, Inc.
Our speaker will
discuss a variety of topics related to product development in 2010 and
beyond, including:
-
How
to gain more value from dollars spent on product development
-
How
to avoid investing heavily in products that end up selling only a
handful of contracts
-
The
need for capital market solutions in a principles-based reserve regime
-
The
impact of ERM on product development
-
And
a discussion of where product innovation is likely to occur
7:00–9:00 P.M.
Cocktail Reception
and Dinner
Sponsorship
Still Available
Wednesday,
May 19
7:00–8:00 A.M.
Continental
Breakfast
Sponsorship
Still Available
8:00–9:00 A.M.
Concurrent Sessions
(Select One)
Risk Assessment
in an Ever-changing Landscape: Leveraging an
ERM Approach
Jayashree
Ishwar, Associate Vice President, ERM, Nationwide Insurance
Greg
Jordan CPA, FLMI, Vice President, Internal Audit, Nationwide
Insurance
Assessing risk in
an insurance company can be a daunting task.
Come learn how
utilizing an Enterprise Risk Management framework can help internal
auditors and finance leaders be key contributors to your company’s risk
management practice.
Federal Home
Loan Banks: Credit Facility for Insurance Companies
Andrew
S. Howell, Executive Vice President and COO, FHLB
of Cincinnati
James
J. Vance, Vice President & Treasurer, Western
& Southern Financial Group
Insurance company
membership in the Federal Home Loan Bank system has doubled in the last
five years to more than 200 companies, including about 100 life and health
insurance companies. Join us to learn how insurance companies can utilize
FHLB financial products to support their liquidity and asset/liability
management efforts. Vance will explain why Western & Southern joined
the FHLB of Cincinnati and how it has used the bank’s services. Howell
will discuss the specific requirements and benefits of membership in the
FHLB System.
9:00–9:15 A.M.
Refreshment Break
Sponsorship
Still Available
9:15–10:15
A.M.
Concurrent Sessions
(Select One)
Managing and
Balancing the Credit Relationship
Kathleen
C. Hoffman, Vice President & Assistant Treasurer, Prudential Financial
Helen
L. Newcomb, Managing Director, J.P.
Morgan Securities Inc.
With bank lending
still tight, companies continue to deal with the challenges in managing
and balancing their bank relationships. Hear a corporate and bank
perspective on this issue and learn how to best manage/right size your
group of bank relationships, prioritize your credit needs and effectively
leverage your wallet.
Planning and
Budgeting in the Current Economic Environment
Nancy Moore, Assistant Vice President, Budget and Cost Allocation,
OneAmerica Financial Partners
David P. Sanguinetti, CPA, CMA, FLMI, Second Vice President, Business
Analysis, National Life Group
Planning and
budgeting in this turbulent economic environment can be challenging for
companies, especially in the longer term, due to the high level of
uncertainty about the future. Hear how companies are addressing this issue
in their planning and budgeting processes.
10:30–11:30
A.M.
Closing Keynote
Enhancing
Performance through the Future Global Workforce
Julie
J. Gebauer, Managing Director, Towers Watson
Organizations that
seek out and try to understand what the future global workforce will look
like will get ahead of the curve and find it easier to retain critical
talent, maintain high performance and position themselves effectively for
growth.
Julie Gebauer will
present a look into that future. Drawing on data and insights from Towers
Watson’s 2010 Global Workforce Study, she will convey an understanding
of how global insurance and financial services workers view their work
experience, their rewards, their relationships with company leaders and
managers, and the impact on retention, engagement, and performance. Among
key topics will be:
-
What
will it take to keep individuals and teams engaged and performing at
their peak across geographies and functions in an increasingly virtual
environment?
-
To
what extent should employees be “on their own” in managing their
own health, wealth, and careers, and what does that mean for
employers?
-
How
are the roles of leaders and managers changing? What’s required of
them to ensure employees are fully engaged and delivering effectively
for the business?
Julie
Gebauer is the Managing Director of Towers Watson’s global Talent and
Rewards business. She is a member of the firm’s Executive Committee, the
management body for Towers Watson. Ms. Gebauer consults with leading
global companies on a broad range of HR issues, including workforce
analytics, human capital strategy, talent management and total rewards.
She is the executive sponsor for Towers Watson’s 2010 Global Workforce
Study, and is coauthor of Closing the Engagement
Gap: How Great Companies Unlock Employee Potential for Superior Results. She
has appeared on many television networks, including CNN-FN, Fox News
Online, and ABC.
11:30
A.M.
Conference
Adjourned
|
Hotel
Information
Hyatt
Regency Coconut Point
5001 Coconut Road,
Bonita Springs, Florida, USA 34134
Tel: (239) 444 1234
Fax: (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
Information
Early Registration
Deadline is April 23, 2010
Register
by April 23, 2010:
-
LOMA Member: $1,195
-
LIMRA Member: $1,490
-
Non-Member: $1,790
Register
After April 23, 2010:
-
LOMA Member: $1,295
-
LIMRA Member: $1,590
-
Non-Member: $1,890
Guest
Fee: $125
Golf
Tournament: $85 (Conference participants only)
Continuing
Professional Education Credit
CPE: Earn up to 14 CPE credit hours.
Continuing Education Information
Recommended CPE credit hours:
up to 14. In accordance with the standards of the National Registry of the
CPE Sponsors, CPE credits are based on a 50-minute hour. Program level:
Intermediate; no advance preparation required. Prerequisites:
Officer-level and above with a general knowledge of the insurance/
financial services industry. Delivery method: Group-Live.
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 or
by visiting the web site: www.nasba.org.
For more information regarding refund, complaint, and cancellation
policies, contact LOMA Meetings at 770-951-1770.
For
More Information
Contact financial@loma.org
770-984-6438 (phone)
770-984-6418 (fax)
Cancellation
Policy
All cancellations and refund requests must be
received in writing. These requests carry a $100.00 U.S. administrative
charge. Full refunds minus the administrative fee will be granted on
written requests received no later than May 3, 2010. No refunds will
be granted if the request is received after May 3, 2010. If for any reason a meeting is cancelled,
LOMA will refund
the total registration fee. However, LOMA will not be responsible
for any travel, hotel accommodations or other costs incurred. Cancellation
requests should be submitted to meetings@loma.org
Sponsor
and Exhibitor Opportunities Available!
Contact financial@loma.org
for information.
Thank You To Our 2010 Sponsors
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