insurance accounting & systems association texas chapter ... tx iasa summer... · the texas...

Insurance Accounting & Systems Association Texas Chapter – Summer Conference

July 26-27, 2018 La Cantera Resort & Spa

San Antonio, Texas

Future Conference November 16, 2018

Las Colinas Country Club – Irving, Texas

PRESIDENT BRENT JONES, CPA Texas Property & Casualty Insurance Guaranty Association [email protected] IMMEDIATE PAST PRESIDENT HEATHER TAYLOR-WAGNON ITS-Insurance Technology Services [email protected] SECRETARY CYNTHIA RAMOS, CPA Ramos Admin, LLC [email protected] TREASURER ANDREW SMITH, CPA Fairfax (US) Inc. [email protected] CHAIR - PROPERTY & CASUALTY SECTION JIM GARNER, CPA BKD, LLP [email protected] CHAIR - INFORMATION TECHNOLOGY SECTION VAN DURBORAW, CFO RHP General Agency [email protected] BOARD MEMBER AT LARGE ERNEST CROWL, CPA United Services Automobile Association [email protected] BOARD MEMBER AT LARGE ROD KRAMER, CPCU,Are,ASLI Homeowners of America [email protected] CHAIR – LIFE SECTION VACANT

Texas Chapter IASA 2018 Summer Conference

La Cantera Resort & Spa San Antonio, Texas

The Texas Chapter Insurance Accounting and Systems Association (IASA) will hold its annual Summer Conference at the La Cantera Resort and Spa in San Antonio, Texas, on July 26-27, 2018. Please join us as we welcome speakers who will share their time and knowledge on relevant, timely topics affecting the insurance industry today, as well as several 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, all sessions, breaks, reception, buffet dinner, and a continental breakfast. 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 as well! Attendee 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 July 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. For golfers, a golf outing with a four-person scramble shot-gun start is scheduled for Thursday, July 26th starting at 8:00am at The Palmer Course. Transportation will be provided to and from the Palmer Course – a 3 minute shuttle ride. Join us for a round of golf with a golf fee of $125.00 (box lunch included). Golf prizes will be awarded at Thursday evening’s buffet dinner. We are adding a SPA event this year so if you don’t want to golf why not SPA. I feel those cold cucumber slices on my eyelids already. Join us for a relaxing time with a spa fee of $125.00 (box lunch included). Tip not included. To make reservations at the La Cantera Resort, please call (855) 499-2960 and identify yourself as an IASA Summer Conference participant or go online to: www.destinationhotels.com/la-cantera-resort-and-spa/resort and enter the booking code TPG2418A to get the $160 rate OR CLICK HERE: IASA Summer Conference and you will be able to book your room instantly. The Texas Chapter IASA room block is from Wednesday, July 25th through Saturday, July 28th and the room rate is $160.00 plus applicable taxes and fees. You may want to arrive early or extend you stay to take advantage of Fiesta Texas next door and the Shops at La Cantera (hotel shuttle provided). The resort reservation deadline is Friday, June 29th, 2018. We look forward to seeing you in San Antonio at the 2018 Texas Chapter IASA Summer Conference. Sincerely,

Brent Jones Brent Jones, CPA President-Texas Chapter IASA

mailto:[email protected]




http://www.destinationhotels.com/la-cantera-resort-and-spa/resort

http://www.destinationhotels.com/la-cantera-resort-and-spa/resort

https://book.passkey.com/event/49691360/owner/14234852/home

IASA Texas Chapter 2018 Summer Conference La Cantera Resort & Spa

San Antonio, Texas July 26-27, 2018

Attendee Registration Please list each person who will attend the conference. You can now register online at www.iasa.org/texas! Company Information Name:

Address:

City:

State/Zip:

Main Contact:

Attendee Information Important Note: Early registration by July 3rd. Regular/on-site registration on or after July 4th.

Attendee Name Attendee Email Address Conference Conference Guest Guest EARLY REG/ON-SITE EARLY REG/ON-SITE Individual 1 Registration After 7/3/18 Registration After 7/3/18 Golf/Spa Fee TOTAL FEE

$165 $195 $50 $75 $125

Individual 2 $165 $195 $50 $75 $125

Individual 3 $165 $195 $50 $75 $125

Individual 4 $165 $195 $50 $75 $125

Individual 5 $165 $195 $50 $75 $125

Choose which extra activity you have chosen (if applicable)

GOLF SPA TOTAL

Registration Information

Full Conference Fee Includes all functions – sessions, continental breakfast, breaks, reception and dinner. Guest Fee Includes continental breakfast, breaks, reception and dinner for spouse or guest. CPE Hours Up to eight hours of CPE credit will be available. CPE statements will be emailed to participants after receipt of the verification form by the National Office.

Mail to: Angie Gurganus IASA/Texas Chapter

PO Box 51340 Durham, NC 27717

Phone: 919-489-0991

Payment Method

Check Payable to: IASA/Texas Chapter

http://www.iasa.org/texas



Exhibitor and Sponsorship Registration Please list each person who will exhibit at the conference. You can now register online at www.iasa.org/texas!

Company Exhibitor and Sponsorship Information Sponsorship Information

Company Name:

Address:

City:

State/Zip:

Main Contact:

Email:

Phone Number:

Exhibitor Information Important Note: Early registration by July 3rd. Regular/on-site registration on or after July 4th.

Registration Information CPE Hours Up to eight hours of CPE credit will be available.

Exhibitor Fee Includes exhibit space and all functions for one exhibitor attendee including all sessions, continental breakfast, breaks, reception and dinner. Please register additional exhibitor attendees with the Additional Exhibitor Rate. Past Presidents’ Sponsorship Includes dinner with the current officers and past presidents of the chapter on Wednesday evening. This is not included in the full conference sponsorship. Full Conference Sponsorship Includes golf, continental breakfast, breaks, reception, dinner, plus one complimentary additional exhibitor attendee or one regular attendee if the sponsor is not an exhibitor. (Once there is a registered exhibitor, the sponsorship does include one complimentary exhibitor attendee.)

Mail to: Angie Gurganus IASA/Texas Chapter

PO Box 51340 Durham, NC 27717

Phone: 919-489-0991

Golf

Units Total

Sponsorship

$250 X

Spa $250 X

Breakfast $300 X

Break $300 X

Reception $500 X

Past Pres. Dinner $500

=

=

=

=

=

=

TOTAL

Attendee Name Attendee Email Address

Exhibitor 1

Exhibitor 2

Exhibitor 3

$395

$395

$395

$445

$445

$445

$165

$165

$165

$190

$190

$190

$125

$125

$125

TOTAL FEE Exhibitor EARLY

Registration

Exhibitor REG/ON-SITE After

7/3/18

Addt’l Exhibitor EARLY

Registration

Addt’l Exhibitor REG/ON-SITE After

7/3/18 Golf/Spa

Fee

Payment Method

Check Payable to: IASA/Texas Chapter

Full Conference $1,000

X

X

=

https://www.iasa.org/texas


San Antonio, Texas Agenda

Thursday, July 26, 2018

7:30 am - 1:00 pm Golf at Palmer Golf Course 8:00 am Shotgun Start

9:00 am – 1:00 pm Health & Wellness Spa Event at Loma de Vida

12:45 pm – 1:45 pm

Exhi

bits

Ope

n B

arto

n C

reek

Roo

m

Registration San Jose Foyer

12:45 pm - 1:45 pm Exhibit Room Opens

La Cantera Ballroom Foyer/Terrace

1:45 pm – 2:00 pm

General Session Invocation, Pledge of Allegiance

and Introductions La Cantera II

2:00 pm – 3:00 pm

Leading Through Influence – Maximize Performance Potential Anne Grady

Anne Grady Group La Cantera II

3:00 pm - 3:10 pm Exhibitor Introductions

La Cantera II

3:10 pm – 3:30 pm Break with Exhibitors


3:30 pm – 4:30 pm

Where Are We Today…Tax Reform Brandy Vannoy, Tax Partner

Johnson & Lambert La Cantera II

4:30 pm – 5:30 pm

Cyber Incident Responses for Insurance Companies Kiel Murray

CroweHorwath La Cantera II

5:30 pm – 5:45 pm Business Meeting La Cantera II

5:45 pm – 7:00 pm Reception La Cantera Foyer/Terrace II

7:00 pm - 9:00 pm Dinner and Awards Ceremony La Cantera I & IV

9:00 pm Hospitality Suite Open


San Antonio, Texas Agenda

7:00 am – 8:00 am Ex

hibi

ts O

pen

Bar

ton

Cre

ek R

oom

Breakfast La Cantera I

7:00 am – 8:00 am Exhibits Open


8:00 am – 9:00 am

Economic Update James Glassman JP Morgan Chase

La Cantera II

9:00 am – 9:15 am Break with Exhibitors

9:15 am – 10:15 am

GAAP and Statutory Accounting Update James Garner, CPA

BKD, LLP La Cantera II

10:15 am – 11:10 am

Professionalism in the Workplace TBD

La Cantera II

11:10 am – 12:00 pm

Property Claims, Fraud & Litigation Eric Bowers

Zelle LLP La Cantera II

12:00 pm Drawing for 2 $50 Attendance Prizes


San Antonio, Texas Topic Summaries

Leading Through Influence Anne Grady President & CEO, Anne Grady Group Leadership is the art of positively influencing the attitudes, behaviors, and skills of others. Regardless of title, a leader is someone who builds trust and credibility, communicates effectively, and knows how to leverage the strengths and motivators of themselves and others. Rather than react to problems, great leaders develop strategies to proactively minimize them. Through a combination of emotional intelligence, powerful communication, and an understanding of human behavior and motivation, these leaders constantly challenge themselves and bring out the best in others. Effective leaders modify their approach, leading others as they need to be led. This means communicating to get it right, rather than be right. Anne Grady is an internationally recognized speaker and author who shares humor, humility, refreshing honesty, and practical strategies that can be applied both personally and professionally to improve relationships, navigate change, and triumph over adversity. She will take you out of your comfort zone and then lift the bar on personal and professional learning and development – all while keeping you laughing while you are learning! With a master's degree in organizational communication and more than 20 years of experience working side-by-side with industry gurus, political and educational leaders, and executives, Anne addresses audiences worldwide on topics including change management, resilience, leadership, communication, and emotional intelligence. In her book, 52 Strategies for Life, Love & Work, Anne provides practical strategies to improve relationships, increase productivity and reduce stress. In her new book, Strong Enough: Choosing Courage, Resilience and Triumph, Anne draws from her personal life experiences that touch the hearts and minds of audiences helping them use adversity as a catalyst to grow "strong enough". Anne is a two-time TEDx speaker, and her work has been featured in Harvard Business Review, Entrepreneur, Forbes, Fast Company and Inc. magazines, CNN, ESPN, and FOX Business. Where Are We Today….Tax Reform Brandy Vannoy, CPA Partner Johnson Lambert LLP The Tax Cuts and Jobs Act of 2017 was signed into law on December 22, 2017 bringing the biggest change to US tax law in over 30 years. This session will discuss the key impacts of this sweeping reform. We will cover the provisions in new tax law that impacts corporations and insurance companies specifically. This session will cover the impact of tax reform on SSAP 101 admissibility and highlight the changes for 2018 tax year and beyond. Our session will include considerations that a company should be making internally to account for these law changes.



Some of the topics will include: • SSAP 101 admissibility • Valuation allowance considerations • Meals and entertainment deduction changes and how to better track internally • NOL and AMT Credit changes • Loss reserves and remeasurement based on new law • Specific life insurance company changes • Many more……

Brandy Vannoy, CPA, is a Tax Partner with Johnson Lambert LLP, a multi-office, niche-focused firm that provides audit, tax, and advisory services to insurance entities as well as not-for-profit organizations and employee benefit plans. Brandy has over 19 years of experience in providing engagement management, tax compliance, and consulting services to the select industries that the firm serves. She consults on tax-related federal and state issues as well as other business opportunities that add value to her clients’ operations. Brandy is also experienced with IRS and state department exams. She has been with Johnson Lambert for over 14 years and began her career with KPMG, where she worked with both domestic and international clients’ tax return preparation and planning. She holds a Master of Accounting from North Carolina State University and a bachelor’s degree from University of North Carolina at Chapel Hill. Cyber Incident Responses for Insurance Companies Kiel E. Murray Senior Manager Crowe Horwath Organizations must be prepared to face this growing threat both proactively through testing and monitoring as well as after the fact. Given the volume and sophistication of attacks, it’s often not a matter of if but when a breach will occur. This session will cover the key steps an insurance organization can take to plan for this eventuality. Those who participate in this session should be able to do the following afterward:

• Define an indicator of compromise and how you can identify which are important to your insurance organization

• Recognize what types of incidents you should prepare to defend against and identify the type of information that should be included in an incident response plan

• Discuss the technical controls and tools that will be necessary to have in place when a breach occurs Mr. Murray is a Senior Manager with Crowe and has over 9 years of experience in the Information Security industry in both the public and private sectors. Mr. Murray specializes in Cybersecurity assessments (penetration testing, architecture reviews) as well as Incident Response investigations (forensic analysis and malware reverse engineering). Mr. Murray works with small to medium sized banks evaluating areas such as Network Architecture, Windows and Active Directory, databases, virtualization and mobile. To demonstrate impact to clients, Mr. Murray also conducts social engineering and internal/external penetration assessments to show the impact of mis-configured or otherwise vulnerable servers.



Prior to joining Crowe, Mr. Murray served as a Senior Security Administrator at a Fortune 1000 life and supplemental health insurance company. Here, Mr. Murray established and ran the vulnerability management program, conducted security assessments of newly developed web applications, conducted firewall security reviews and participated in network architecture discussions. Prior to that, Mr. Murray served 6 years active duty as an Intelligence officer in the US Air Force. Mr. Murray holds a Master’s of Science in Computer Science from Georgia Institute of Technology and a Bachelor of Science, Computer Science from Rochester Institute of Technology. Is Certified GIAC Penetration Tester (GPEN), Certified GIAC Web Application Penetration Tester (GWAPT), and Certified Information Systems Security Professional (CISSP) Economic Update James E. Glassman Managing Director & Head Economist JPMorgan Chase & Co Mr. Glassman will provide a comprehensive economic update focusing on current outlook issues, now that the economy appears to have recovered from the recession, including what it means for the interest rate outlook. As the peak of the business cycle approaches, the most important economic indicators show the expansion could continue for some time. The 2008 recession was unusually deep, but the economy has emerged on a stable footing. Inflation has remained tame, even in the face of nearly full employment, and growth has persisted despite gradually rising interest rates. At the end of the first quarter of 2018 the economic outlook is bright. Come to this session for a mid-year update on the economy and business climate and receive updates on the following and more:

• Economic forecasts agree on continued growth • Rising Yields as a Bullish Signal on the health of the economy • On-target inflation rate setting the stage for interest rate normalization • Global Trade increases as a generator of widespread prosperity • Deficit Issues anticipated as unlikely this business cycle

As managing director with JPMorgan Chase and head economist for Chase Commercial Banking, James Glassman provides market insights to help clients better understand the changing economy and its impact on their business. Mr. Glassman also works closely with the firm’s Corporate Sector, including the Chief Investment Office and Investor Relations, as well as the Investment Bank and Government Relations groups, providing financial analysis and research.

A publisher of independent research on the principal forces shaping the economy and financial markets, Mr. Glassman is regularly cited in the financial media, where he is also a frequent commentator on economic policy issues. Additionally, he is a long-standing participant in the widely-followed Federal Reserve Bank of Philadelphia Survey of Professional Forecasters and the National Association of Business Economists’ panel of macro-economic forecasters.

From 1979 through 1988, Mr. Glassman served as a senior economist in the Research & Statistics and Monetary Affairs departments at the Federal Reserve Board in Washington, D.C. His responsibilities ranged



from analysis and forecasting of inflation and labor market developments, to analysis of the Federal Reserve’s operating strategies and interest rate markets, to the development of monetary and reserves projections. He joined Morgan Guaranty in 1988 and then Chemical Bank in 1993, which, through a combination of mergers, became JPMorgan Chase & Co.

Mr. Glassman earned a bachelor’s degree from the University of Illinois, Champaign-Urbana and a master’s degree in Economics from the University of Illinois, Chicago. He was awarded a Ph.D. in Economics from Northwestern University. GAAP and Statutory Accounting Update James Garner, CPA BKD, LLP Join us as we review recent GAAP and Statutory pronouncements. This session will also discuss proposed pronouncements. Jim is a member of BKD’s National Insurance Services Practice. He has provided professional services to public and private entities for more than 15 years. During this time, he has worked with entities in the insurance, manufacturing, software and IT service and financial services industries. Specific areas of focus have included accounting for premium revenue recognition, investments, future claims reserves, share-based payment arrangements, complex revenue recognition agreements, valuation issues related to goodwill and intangibles and accounting for acquisitions He also has extensive experience with business process documentation, implementation, evaluation and compliance review for large, multi-international publicly traded entities.

He is very active in the Dallas, Texas, community. He was appointed by the mayor of Dallas to serve on the board of commissioners for the Dallas Housing Authority. In addition, he serves on the Board of Directors for the Texas Chapter of the Insurance Accounting and Systems Association. His commitment to his community has been recognized by local media publications, with DCEO Magazine naming him their Financial Executive of the Year for Public Service, and the Dallas Business Journal honoring him as one of their top “40 Under 40” award recipients.

Jim is a graduate of University of Texas at Austin, with a B.B.A. degree in accounting and an M.P.A. degree. Professionalism in the Workplace TBD Professionalism is defined as an individual’s conduct at work. How should you interact with your co-workers in and out of the office? We will explore recent trends and how it should impact the way we conduct ourselves.



Property Claims, Fraud and Litigation Eric Bowers Counsel Zelle LLP Eric will be discussing the current state of Texas property claims with emphasis on fraudulent claims and litigation and how the 2017 legislative effort is impacting both. Eric is a coverage litigator who has spent his career defending insurers and pursuing their subrogation interests. His experience spans a broad range of risks, including commercial property insurance, commercial general and auto liability, homeowners, claims-made, builder’s risk, professional liability (E&O), employer’s liability, and excess and umbrella liability. Eric achieves favorable results by leveraging factual and legal defenses early in the case, while developing the right relationships with clients, experts, opposing counsel, judges and mediators. Strategy, planning and execution are the mainstays of Eric’s practice.

Bar and Court Admissions • Supreme Court Texas, 2004 • United States District Court Northern, Southern, Western and Eastern Districts of Texas • United States District Court Western District of Oklahoma • United States Court of Appeals Fifth Circuit • Education • The University of Texas School of Law • Texas A&M University


San Antonio, Texas 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 July 3, 2018.

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.

IASA Texas Chapter

2018 Summer Conference La Cantera Resort & Spa


Sponsorship & Exhibitor Opportunities

The Texas Chapter of the IASA would like to offer vendors and insurance company members the ability to help support the Chapter through various sponsorship & exhibitor opportunities listed below. “Full Conference” Sponsor $ 1,000

● Sponsor the golf, spa, breakfast, breaks, reception, dinner events

● Opportunity to address the attendees during the dinner event

● Includes fees for an additional exhibitor attendee or one regular attendee if not an exhibitor

● Printed signage with company logo at all events listed

● Name listed in conference booklet along with a conference profile

“Past President’s Dinner” Sponsor $ 500

● Sponsor Wednesday dinner with the current officers and past presidents of the chapter


● Printed signage with company logo at event

“Reception” Sponsor $ 500

● Sponsor Thursday reception

● Opportunity to address the attendees during the event



“Break” Sponsor $ 300

● Sponsor Thursday and Friday breaks


● Printed signage with company logo at all breaks

“Breakfast” Sponsor $ 300

● Sponsor Friday breakfast


● Printed signage with company logo at breakfast

“Golf Outing” Sponsor $ 250

● Sponsor Thursday morning Golf Outing



“Spa Health & Wellness” Sponsor $ 250

● Sponsor Thursday morning Spa Health & Wellness Event



“Exhibitor” Fee $ 395 ($445 after July 3rd)

● Includes exhibit space

● Includes one exhibitor attendee at all functions; including all sessions, breakfast, breaks, reception & dinner



● Additional exhibitor attendees $165 ($190 after July 3rd)

NOTE: For each additional representative you wish to send, an additional Attendee fee will be due upon registration.

Please note that points are earned for the IASA Annual Conference booth space as a Regional Conference sponsor. Two points are earned for each $1,000 of sponsorship paid at either the local IASA chapter level or at the IASA Annual Educational Conference & Business Show.

Please contact Andrew Smith – Chapter Treasurer if you have any questions. Andrew can be reached at: [email protected]

Thank you for your continued support of the IASA Texas Chapter!

insurance accounting & systems association texas chapter ... tx iasa summer... · the texas...

Documents