AGENDA

*Schedule is subject to change

IRES Past Presidents’ Breakfast – Location: The Grand Restaurant & Lounge
8:30 – 10:00 am

IRES Executive Committee Meeting – Location: Meeting Room 1
12:00 – 1:00 pm

MCM Sub-Committee Meeting – Location: Meeting Room 2
1:00 – 2:00 pm

IRES CDS Section Chairs & Co-Chairs Meeting – Location: Meeting Room 3
1:30 – 2:30 pm

Registration Desk Open – Location: Pre-Function 1
2:00 – 6:00 pm

IRES State Chairs Meeting – Location: Birch Ballroom 
2:00 – 3:00 pm

IRES Board of Directors Meeting – Location: Maple Ballroom
3:00 – 5:00 pm

Welcome Reception – Location: Grand Ballroom AB
6:00 – 8:00 pm

*Schedule is subject to change

Registration Desk Open – Location: Pre-Function 1
7:00 am – 5:00 pm

Continental Breakfast – Location: Grand Ballroom AB 
7:30 – 8:30 am

Welcome and Keynote Speaker – Location: Grand Ballroom AB
Adam Hamm, Protiviti Global Consulting

8:30 – 9:45 am

Break – Location: Grand Ballroom AB
9:45 – 10:00 am

 

Breakout Session 1 
10:00 – 10:55 am

TRACK: FINANCIAL – Location: Meeting Room 1
ORSA and ERM
Speaker: Jan Monk, Risk & Regulatory Consulting

Application of Own Risk Solvency (ORSA) and Enterprise Risk Management (ERM) procedures in reviewing medium to small companies that are part of a group. ORSA development and ERM is typically performed by companies at the group level – how do examiners use ORSA/ERM procedures as they apply to medium or small entities within the group.

TRACK: HEALTH – Location: Birch Ballroom
Why are Autism benefits so hard?
Speakers: John Haworth (WA) / Penny Callihan (PA) / Angela Nelson (MO) / Parker Stevens, Risk & Regulatory Consulting

Learn how to review autism benefits based on state mandates, including age limits and annual dollar limits. How do autism service benefits fit in with MHPAEA and other state and federal requirements?

TRACK: IT – Location: Meeting Room 2
Big Data – Window Dressing or Gold Nugget?
Speakers: TBD
This session will concentrate on how to interpret/classify/analyze data; how to determine data that is most valuable and worth tracking; how to avoid tracking data with little or no value. Determine how important it is for the regulator to know what information the company is collecting and how they are using it.

TRACK: LIFE & ANNUITY – Location: Maple Ballroom
Examination of a Life and Annuity Company
Speakers: Bob McManus, Risk & Regulatory Consulting / Cara St. Martin, Allianz Life Insurance Company of North America
An overview of the nuts and bolts of Life and Annuity Insurance from both the regulator and industry perspective.

TRACK: MARKET REGULATION – Location: Cedar Ballroom
Regulating Affordable Care Act Coverage Then and Now
Speaker: TBD
The session will cover best practices for market regulation of ACA coverage under current standards and explanation of how regulatory issues have evolved.

TRACK: PROPERTY & CASUALTY – Location: Meeting Room 4
Big Data and Personal Lines Pricing – the Revolution You Might Have Missed
Speaker: Birny Birnbaum, Center for Economic Justice
Is per-capita margarine consumption a good indicator of risk by ZIP Code? Is a consumer’s “propensity for fraud” score reliable for pricing? How fair are criminal history scores? Is it time to revisit the application of unfair discrimination in an era of data mining with new sources of non-insurance data? In the first of two sessions on big data and personal lines p/c insurance, we’ll focus on sources and uses of new non-insurance data in pricing and the challenges faced by regulators to apply the traditional statutory standards in the brave new world.

 

Breakout Session 2 
11:00 – 11:55 am

TRACK: FINANCIAL – Location: Meeting Room 1
Reinsurance
Speaker: Brian Fuller, Examination Resources
Discussion of recently proposed changes to the NAIC’s reinsurance model laws, “Credit for Reinsurance Model Regulations #785 and #786  based on changes needed because of requirements in the new European Union and US Bilateral Agreement and the United Kingdom and US Bilateral Agreement. Highlighting the differences between the current model and the new regulations.

TRACK: HEALTH – Location: Birch Ballroom
Hot Topics I
Speakers: Mary Mealer (MO) / Martin Swanson (NE) / Ron Kotowski, Bankers Life/CNO 

MACRA (effective 1/1/2020), Short-term, long-term care, Model 171 regulation development

TRACK: IT – Location: Meeting Room 2
Data, Data, Everywhere, But How Can I Use It?
Speaker: TBD
Do you know how to interpret data? Do you know what the data is telling you? As an examiner, you can rely upon MCAS and other in-house data, yet you also need to combine this information with experience. Market regulators have an unprecedented amount of data available to them. And it is growing every day. As the volume of the available data increases, so do the challenges faced by regulators to use it in an effective and efficient manner. Is data visualization the answer? Can it help gain insight fast, get more from the data and lead to better use of regulatory resources?

TRACK: LIFE & ANNUITY – Location: Maple Ballroom
NAIC Model Regulations Related to Life and Annuities
Speakers: Tim Mullen (NAIC)
Basic information about NAIC Model Regulations; how they are intended to work; Model Regulations related to Life and Annuities; and NAIC discussions regarding changes to existing and new Model Regulations.

TRACK: MARKET REGULATION – Location: Cedar Ballroom
Market Regulation Issues Relating to Short-Term Limited Duration Health Insurance
Speakers: TBD
Discussion of regulatory issues involving insurers and producers due to changing state and federal requirements for Short-Term Limited Duration Health Insurance.

TRACK: PROPERTY & CASUALTY – Location: Meeting Room 4
Big Data and Claims – She Didn’t Really Post That on Facebook, Did She?
Speaker: Birny Birnbaum, Center for Economic Justice
Post That on Facebook, Did She? What’s fair in the world of personal lines claims settlement practices and anti-fraud efforts? In this session, we’ll examine the data and analytics used for claims – text analysis of social media posts, facial analytics and, our old friend, criminal history data. Scholars say an algorithm is only as good as the data it works with. Data mining can inherit the prejudices of prior decision-makers or reflect the widespread biases that persist in society at large. Often, the “patterns” it discovers are simply preexisting societal patterns of inequality and exclusion. Unthinking reliance on data mining can deny members of vulnerable groups full participation in society. What are insurers and fraud fighters doing to ensure their algorithms treat consumers fairly?

 

Lunch and Awards, Networking Lunch – Location: Grand Ballroom AB
12:00 – 1:15 pm

 

Breakout Session 3 
1:30 – 2:25 pm

TRACK: FINANCIAL – Location: Meeting Room 1
Financial Analysis Handbook
Speaker: Richard Foster, The INS Companies 

Discussion of recent Financial Analysis Handbook updates – Focusing on the impact on Group Profile Summaries and changes in Analysis procedures and processes to improve alignment with risk-focused methodologies.

TRACK: HEALTH – Location: Birch Ballroom
The Big Data story continues: Data Analysis and MCAS – Health Data
Speakers: Randy Helder (NAIC) / John Haworth (WA) / Parker Stevens, Risk & Regulatory Consulting

In the age of “big data,” how and what information can you use to help understand the health insurance marketplace. Can this information be helpful to regulators to pinpoint areas to focus on for enforcement actions, including Mental Health Parity?

TRACK: IT – Location: Meeting Room 2
There’s a New Sheriff in Town – Data Forensics
Speaker: TBD
Learn how to determine if data has been hidden (and how to prove/document that fact). We will learn how to know when and how to use data forensics in Market Conduct examinations. We will walk-through an examination where heavy forensics was a key component in the examination outcome.

TRACK: LIFE & ANNUITY – Location: Maple Ballroom
Annuity Replacements
Speakers: Sam Binnun, Risk & Regulatory Consulting / Cara St. Martin, Allianz Life Insurance Company of North America
What are the current trends regarding replacements? Are there concerns about rolling over business between companies within groups? Should those types of replacements be considered internal rollovers? How can examiners identify abusive practices? What about replacements of annuities when the individual is older? What are the flags for inappropriate replacements?

TRACK: MARKET REGULATION – Location: Cedar Ballroom
That’s Not Us: Regulation of Producers and Third-Party Vendors
Speakers: TBD
Responsibilities of insurers for effective producer and third-party vendor oversight and considerations for regulators.  

TRACK: PROPERTY & CASUALTY – Location: Meeting Room 4
The Tide is Rising: Insurance Climate Change Modeling
Speakers: Howard Kunst, CoreLogic
A discussion of the various aspects of how climate change is impacting the operations of P&C insurance carriers. We will cover some of the facts and myths of climate change, how underwriting & rating are affected and how climate change is impacting the development of natural catastrophe models.

 

Break – Location: Grand Ballroom AB
2:25 – 2:45 pm

 

Breakout Session 4 
2:45 – 3:40 pm

TRACK: FINANCIAL – Location: Meeting Rooms 1 & 2
Cybersecurity
Speakers: Pat McNaughton (WA) / Cindy Amann (MO) 

Are you doing what you should be doing? What are the expectations for Company compliance AND expectations for examiner knowledge; Cybersecurity, GDPR, HIPAA, etc. Learn how the Model Law affects how we do our job and how our job is changing and how the model will need to change.

TRACK: HEALTH – Location: Birch Ballroom
The MHPAEA Standard – NAIC Market Regulation Handbook
Speakers: Martin Swanson (NE) / Jo-Anne Fameree, Risk & Regulatory Consulting 

The NAIC recently added an MHPAEA standard in the market regulation handbook. This session will provide you an overview of the new standard and allow regulators and industry to discuss best practices.

TRACK: IT – Location: Meeting Rooms 1 & 2
The NAIC Cyber Security Model Law (Joint Session with the Financial Track)
Speakers: TBD

Are you doing what you should be doing? What are the expectations for Company compliance AND expectations for examiner knowledge; Cyber security, GDPR, HIPAA, etc. Learn how the Model Law affects how we do our job and how our job is changing and how the model will need to change.

TRACK: LIFE & ANNUITY – Location: Maple Ballroom
Suitability
Speakers: Commissioner Doug Ommen (IA) / Birny Birnbaum, Center for Economic Justice

What is considered adequate for suitability reviews? Is it enough to accept a principal’s signature on a suitability form? What should company personnel and examiners be doing to ensure suitable sales are actually taking place? Are consumers; especially seniors really being protected by suitability procedures? Is there additional training required or should some types of sales be banned? What is happening with the DOL Fiduciary Rule?

TRACK: MARKET REGULATION – Location: Cedar Ballroom
Not Your Typical Market Conduct Exam
Speakers: TBD

Discussion of options for examining more complex market regulation issues, including how to find the truth when facts are not obvious.

TRACK: PROPERTY & CASUALTY – Location: Meeting Room 4
Regulating InsureTechs
Speakers: Derek Brigham, Clearcover Insurance Company

Derek Brigham, founder, and Chief Operating Officer for Clearcover will discuss the challenges facing regulators in providing oversight for managing general agencies and insurance companies that have emerged with backing from venture capital investors. These new entrants into insurance often provide great consumer benefits with an easy purchase process and a differentiated product. But, faced with a growth mandate from their investors, start-ups must strike a balance with growing responsibly. How should regulators evaluate and provide oversight to these unique companies?

 

Breakout Session 5 
3:45 – 4:45 pm

TRACK: FINANCIAL – Location: Meeting Room 1
Big Data – Is Big Data the Future of Underwriting?
Speaker: Edin Imsirovic, AMBEST

Discussion of recent developments coming out of InsureTech and use of large amounts of data to improve underwriting methodologies.

TRACK: HEALTH – Location: Birch Ballroom
Today’s Prescription Drug Coverage
Speakers: Bithia Anderson, The INS Companies / Anju Harpalani, Cigna / Lawrence Cohen (tentative) / Heather Harley, The INS Companies

Pharmacy benefits and the price/availability of drugs is always a hot topic in health insurance coverage. With so much in the news around reducing the cost of prescription drugs, what are the trends in the health insurance industry around prescription drug coverage?

TRACK: IT – Location: Meeting Room 2
The Nuts and Bolts of IT Examinations
Speakers: Pat McNaughton (WA)

Learn the How, When and Why of IT examinations. Learn how to utilize an IT Exam Report during the rest of the examination.

TRACK: LIFE & ANNUITY – Location: Maple Ballroom
Long Term Care
Speakers: Bob McManus, Risk & Regulatory Consulting / Craig Leonard, Examination Resources

What is the future of Long Term Care? Are there special regulatory concerns related to Long Term Care companies? What is happening at the NAIC? How is data in the Market Conduct Annual Statement helping regulators identify concerns regarding claims and underwriting?

TRACK: MARKET REGULATION – Location: Cedar Ballroom
Not Your Average Compliance Department
Speakers: Angela Nelson, Missouri Department of Insurance; Robin Clover, Allianz Global Corporate & Specialty (AGCS)

How compliance is being decentralized and even embedded into business units of insurers.

TRACK: PROPERTY & CASUALTY – Location: Meeting Room 4
Off the Leash: Current State of Pet Insurance
Speakers: Ned Gaines (WA)

A discussion of the current status of pet insurance on the national level, including an overview of the recent NAIC White Paper and possible model law.

 

New Designees Reception (by invitation only) – Location: Terrace Room West
5:00 – 6:00 pm

*Schedule is subject to change

IRES PRIDE DAY!

Registration Desk Open – Location: Pre-Function 1
7:00 am – 3:00 pm

Continental Breakfast – Location:  Grand Ballroom AB
7:30 – 8:30 am

Commissioners Roundtable – Location: Grand Ballroom AB
8:30 – 10:45 am

Break – Location: Grand Ballroom AB 
10:45 – 11:00 am

 

Breakout Session 6 
11:00 – 11:55 am

TRACK: FINANCIAL – Location: Meeting Room 1
Financial Accreditation Standards
Speaker: Joe May, Carr, Riggs, and Ingram

Discussion of recent changes to accreditation standards, interlineations and Accreditation Team Guidelines. Plus recent deliberations of the NAIC Financial Regulation Standards and Accreditation (F) Committee and upcoming changes.

TRACK: HEALTH – Location: Birch Ballroom
Let’s go back to the basics: MHPAEA 101
Speakers: Jo-Anne Fameree, Risk & Regulatory Consulting / Irvin “Sam” Muszynski, American Psychiatric Association / Katie Dzurec-Dunton (PA) / Mary Nugent, CCIIO

MHPAEA 101: new to health insurance regulation or compliance? Need to understand the basics of the Federal mental health parity and addiction equity act requirements? You’ve come to the right session.

TRACK: IT – Location: Meeting Room 2
The What, How and Why of Tableau
Speakers: TBD

Learn how to use Tableau, where you can get started and resources to better utilize this tool. Learn about the many functions of the NAIC Data warehouse

TRACK: LIFE & ANNUITY – Location: Maple Ballroom
Visualizing Market Data in Life and Annuity Analyses
Speakers: Randy Helder (NAIC) / Tressa Smith (NAIC) / TBD

Back by Popular Demand: Market Regulators and NAIC staff will discuss new ways of visualizing and organizing data to gain a greater understanding of the life and annuity insurance marketplace. The session will include a review of Market Conduct Annual Statement (MCAS) data and also highlight how the NAIC’s State Ahead strategic plan will assist jurisdictions in maximizing the value of the data they collect and analyze.

TRACK: MARKET REGULATION – Location: Cedar Ballroom
What’s New with MCAS Blanks
Speakers: Jim Mealer (MO); Maria Ailor (AZ)

How are MCAS blanks developed and refined? The session will include a discussion of new lines of business being added to MCAS.

TRACK: PROPERTY & CASUALTY – Location: Meeting Room 4
Title Insurance
Speakers: Kent Dover, Regulatory and Risk Consulting

Description: TBD

 

Lunch & Awards – Location: Grand Ballroom AB
12:00 – 1:00 pm

 

Breakout Session 7
1:00 – 1:55 pm

TRACK: FINANCIAL – Location: Meeting Room 1
Health Insurance
Speaker: Douglas Hartz (WA)

Update on recent changes in the Health Insurance Industry from a financial solvency perspective – consolidations and mergers, the impact of changes in Federal regulations, regulation of Independent Review Organizations and Pharmacy Benefit Managers, the financial impact on HMOs due to changes in LTC model laws that adds HMO to Guarantee Fund requirements.

TRACK: HEALTH – Location: Birch Ballroom
Oops, they did it again – Health Reimbursement Accounts (HRAs)
Speakers: Katie Dzurec-Dunton (PA) / Mary Nugent, CCIIO / Heather Harley, INSRIS

The Federal government has a proposed rule on health reimbursement accounts. What is proposed? What could this mean for the individual and group health insurance markets?

TRACK: IT – Location: Meeting Room 2
Excel – Are You Using All of Its Potential?
Speakers: Craig Leonard, Examination Resources / Sheri Marston, Examination Resources

Did you know that Excel does more than just basic math? Learn how to create and use advanced Excel tools (e.g. VLookup and Pivot Tables).

TRACK: LIFE & ANNUITY – Location: Maple Ballroom
Big Data and Life Insurance – Promoting Innovation through Consumer Protection
Speakers: Birny Birnbaum, Center for Economic Justice

Life insurers are rapidly embracing big data, artificial intelligence, machine learning and the internet of things to revolutionize the way insurance products are designed and sold with the promise of greater convenience to consumers, more personalization, lifestyle impact, and better consumer engagement. These new data and tools challenge traditional consumer protection approaches with potential for lack of transparency about data used and uses, increased threats to personal data privacy and security, disparate impact on underserved communities and inadequate or outdated regulatory tools. You’ll leave this session excited about the future and better equipped to promote innovation through consumer protection.

TRACK: MARKET REGULATION – Location: Cedar Ballroom
Current Advances in Consumer Information and Disclosures
Speakers: Birny Birnbaum, Center for Economic Justice

What’s new in this area and how regulators can ensure more effective communications with consumers.

TRACK: PROPERTY & CASUALTY – Location: Meeting Room 4
Risk-Focused Regulation: How Market  and Financial Regulation Interrelate
Speakers: Doug Hartz (WA)

How market conduct issues increasingly interrelate with financial condition and risk surveillance issues. Compliance issues may actually serve as the earliest of red flags of financial trouble in insurers and issuers. These can be thought of as early symptoms of, what could be called, ‘corporate governance illness’ which is often the underlying cause of both market conduct issues and financial trouble in insurers and issuers. But, we cannot take our eyes completely off of financial condition and risk surveillance because there are contract lines with historical problems that could converge (or converge with issues from technological advances) to cause a wave of troubled companies.

 

Breakout Session 8
2:00 – 2:55 pm

TRACK: FINANCIAL – Location: Meeting Room 1
Troubled Companies
Speaker: Pat McNaughton (WA)

A guide to cooperation and coordination between Market Conduct Oversight and Financial Solvency Oversight of Troubled Companies – a Case Study.

TRACK: HEALTH – Location: Birch Ballroom
Hot Topics II
Speakers: Angela Nelson (MO); Mary Mealer (MO); Mary Nugent, CCIIO; Ron Kotowski, Bankers Life/CNO

Association Health Plans, Short Term Limited Duration plans, Fixed Indemnity, and other excepted benefit products

TRACK: IT – Location: Meeting Room 2
Exhibit C and the ITPQ
Speakers: TBD

What are the 12 Principles and how we can and should be using these tools?

TRACK: LIFE & ANNUITY – Location: Maple Ballroom
The MCAS Disability Income Blank
Speakers: Randy Helder (NAIC) / Maria Ailor (AZ)

This session will provide an overview and important information about the new NAIC Market Conduct Annual Statement Disability Income Blank.

TRACK: MARKET REGULATION – Location: Cedar Ballroom
Examining Mental Health Parity and Addiction Equity Act Issues
Speakers: TBD

Discussion of MHPAEA issues being identified by states and industry consideration for avoiding negative regulatory attention.

TRACK: PROPERTY & CASUALTY – Location: Meeting Room 4
Telematics: From Privacy to Pricing… What Do We Really Know?
Speakers: Kelly Krakowski, The INS Companies / Jerry Link, the INS Companies

Telematics have been used in private passenger automobile insurance for over a decade, however, the way driving data is being collected, used, and shared is rapidly evolving. The door has been opened to many interesting questions for companies, insureds, and regulators. This session will explore rating validation, privacy concerns, and new usage-based insurance products popping up in the marketplace. Participants will be challenged to evaluate how prepared they are to respond to the issues that surround this interesting topic.

 

Electronic Certificate Check-In – Location: Terrace Room
3:00 – 3:30 pm

IRES Board of Directors Meeting – Location: Maple Ballroom
4:00 – 6:00 pm

Appreciation Reception – Location: Grand Ballroom C
6:00 – 8:00 pm

*Schedule is subject to change

Regulatory Skills Workshop Think Tank – Location: Grand Ballroom AB
8:30 – 11:45 am

TOPICS: TBD

Topic 1: Description TBD

Topic 2: Description TBD

Topic 3: Description TBD

Break – Location: Birch Ballroom
10:25 – 10:45 am

Regulatory Skills Workshop Think Tank (continued) – Location: Grand Ballroom AB
10:45 – 11:45 am

VENUE

Join us in beautiful Spokane for the 2019 Career Development Seminar (CDS) on August 18 – 21, 2019! This 2½ day series of the Career Development Seminar’s (CDS) workshops and panels discussions is the Insurance Regulatory Examiners Society’s (IRES) premier professional development activity, covering a broad range of topics and issues pertinent to insurance regulation. CDS also provides an excellent opportunity to network with regulators and insurance industry professionals. We will learn, share, and network around the latest trends and issues in market regulation. When you arrive on Sunday, plan on joining in a celebratory opening reception. The CDS Committee is working on an exciting agenda, as well as local night-out options—watch this webpage and email blasts for more information as it becomes available.


Member Rates:
$525 General Member
$725 Sustaining Member
Non-Member Rates:
$595 Regulator
$1,025 Non-Regulator

Register by 11:59 pm on Sunday, August 4, 2019


KEY EVENTS

Welcome Reception
August 18 | 6:00 – 8:00 PM

Keynote Speaker
August 19 | 8:30 – 9:45 AM

Commissioners Roundtable
August 20 | 8:30 – 10:45 AM

Regulatory Skills Workshop Think Tank
August 21 | 8:30 – 11:45 AM

Please check back for a full listing of a variety of networking events to help you foster positive business relationships in engaging environments.

“Overall, it was a great CDS and I benefited from attending it. I thought the round-table discussion by the Commissioners was fantastic and I appreciated hearing the input and dialogue from both regulators and industry.”

-2017 CDS Attendee

PARTICIPATING COMMISSIONERS

Bios

Doug Ommen  | Iowa

Doug Ommen was appointed Commissioner of the Iowa Insurance Division by Governor Terry Branstad on January 30, 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 from 2005–2008, and as Missouri’s Insurance Director was instrumental for several key regulatory reforms.

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.

Eric A. Cioppa  | Maine

Eric A. Cioppa is Superintendent of the Maine Bureau of Insurance, one of five agencies within the state’s Department of Professional and Financial Regulation. He joined the Bureau in 1988 as a Statistician then served as Supervisor of the Workers’ Compensation Section prior to becoming Deputy Superintendent in 1998. He was unanimously confirmed as Superintendent in September 2011 and in January 2017 he was reconfirmed to serve another five-year term.

Cioppa is currently President of the National Association of Insurance Commissioners (NAIC), having previously served as Vice President in 2017 and Secretary-Treasurer in 2016.

In September 2018, Cioppa was appointed by his peers at the NAIC to serve a two-year term as the state insurance commissioner representative on the Financial Stability Oversight Council (FSOC).

Cioppa is also Vice Chair of the NAIC’s Executive, Government Relations, and State Government Liaison committees, and is a member of the Maine State Employee Health Commission.

Cioppa holds a B.A. from Potsdam State University and an M.B.A. from Clarkson University.

Chlora Lindley-Myers  | Missouri

Chlora Lindley-Myers was appointed Director of the Missouri Department of Insurance (DOI), Financial Institutions and Professional Registration on March 6, 2017. She leads the department that protects consumers and ensures a strong and stable insurance market through the regulation of professionals and businesses that affect Missourians’ lives daily.

Lindley-Myers has served in several senior positions in the legislative, judicial and executive branches of government. She also has been a leader in regulatory and insurance industries, as well as within the NAIC. At the Tennessee Department of Commerce and Insurance, Lindley-Myers oversaw the Insurance, Securities, Tennessee Law Enforcement Academy and TennCare Oversight divisions, as well as the human resources and legislative functions.

She served, in Kansas City, as the director of the Consumer Protection and Antifraud Division of the NAIC, and as the chief compliance officer of examinations for the Kentucky DOI, where she was responsible for the administration and oversight of market conduct examinations.

Lindley-Myers also served as the Property and Casualty (P/C) section chief for the Missouri DOI, where she was responsible for regulating all of the P/C insurance forms, rates, filings and policies issued in the state. She holds a bachelor’s degree from Mount Holyoke College in Massachusetts and a law degree from the University of Connecticut. Lindley-Myers is licensed to practice law in various states, including Missouri. She has received national recognition for her work. As the deputy commissioner of Tennessee’s Department of Commerce and Insurance, she was awarded the Robert Dineen Award for Outstanding Service and Contribution to the State Regulation of Insurance.

Mike Kreidler  | Washington State

Mike Kreidler is Washington State’s eighth Insurance Commissioner; first elected in 2000 and re-elected to a fourth term in 2012. He has earned a reputation as a staunch advocate for consumer protection and a fair and balanced regulator of Washington’s diverse insurance markets.

Kreidler earlier served in the state legislature and the U.S. Congress. He was a member of the Northwest Power Planning Council and a regional director for the U.S. Department of Health and Human Services.

A doctor of optometry, Kreidler practiced at Group Health Cooperative of Puget Sound for 20 years. He has a master’s degree in Public Health from UCLA and was a founding director of a community bank. He retired as a lieutenant colonel from the U.S. Army Reserve in 2003 with 20 years of service.

Of the current NAIC membership, Kreidler is the longest-serving insurance commissioner in the United States. He was honored in 2009 with the “Excellence in Consumer Advocacy Award” presented by consumer advisors to the NAIC, and with the “2010 Leadership Award” by the Statewide Poverty Action Network.

MODERATOR

Fred E. Karlinsky | Shareholder, Insurance Regulatory and
Transactions Practice Group

Fred E. Karlinsky is Co-Chair of Greenberg Traurig’s Insurance Regulatory and Transactions Practice Group. Fred has nearly 25 years of experience representing the interests of insurers, reinsurers and a wide variety of other insurance-related entities on their regulatory, transactional, corporate and governmental affairs matters. Fred is a
recognized authority on national insurance regulatory and compliance issues and has taken a leadership position in many insurance trade organizations, has led many industry-driven legislative and regulatory initiatives, and is a sought after thought leader who has spoken and presented to insurance executives and governmental officials, both nationally and internationally.

Fred is experienced in transactional law, executive and legislative governmental affairs, administrative law, and corporate representation. He advises clients on operational issues — including start-up initiatives, structuring, capitalization, and collaborative business relationships— and a complete array of regulatory and compliance issues, including licensure and corporate amendment applications, business expansion initiatives, solvency and statutory accounting issues, rate and form filings, and financial and market conduct examinations, to name a few.

In addition to his role with Greenberg Traurig, Fred has been an Adjunct Professor of Law at Florida State University College of Law since 2008, where he teaches a course on Insurance Law and Risk Management. Fred is also a Florida Supreme Court Certified Mediator and he serves as Governor Rick Scott’s appointee on the Florida Constitution Revision Commission (CRC).

KEYNOTE SPEAKER

Speaker Information

Adam Hamm | Managing Director | Protiviti Global Consulting

Adam is a Managing Director with Protiviti Global Consulting focused on serving clients within the financial services industry concerning risk, compliance, cybersecurity, and privacy matters. He has deep knowledge of financial services regulation with hands on experience in all insurance supervision and policy related matters. Prior to joining Protiviti in January 2017, he was a former President of the National Association of Insurance Commissioners (NAIC), Chairman of the NAIC’s Cybersecurity Task Force, Principal on the United States Financial Stability Oversight Council (FSOC), Principal on the United States Financial and Banking Information Infrastructure Committee (FBIIC), and North Dakota’s elected insurance commissioner from 2007-2016. Adam also spent ten years as a criminal prosecutor and civil litigator.

LOCATION

LOCATION

The Davenport Grand Hotel | 333 W Spokane Falls Blvd | Spokane, WA 99201 | (800) 918-9344

Boasting an on-site restaurant and lounge, The Davenport Grand, Autograph Collection is located in the city center of Spokane, Washington. Featuring custom-made furniture, each spacious guest room here features a flat-screen cable TV, privacy curtains, and a private bathroom with a marble walk-in shower. Free WiFi access is available throughout the hotel. After a long day, guests of The Davenport Grand can relax with a cocktail at the on-site bar, or enjoy a cup of espresso in the lobby’s espresso bar. A number of shops, galleries, restaurants can be reached within 5 minutes’ walk of the property, and Riverfront Park is just 350 feet away.

Hotel Reservations

IRES has secured an assortment of room types at the Davenport Grand for use by CDS attendees. Discounted rates start at $155 a night plus applicable hotel fees and taxes. You can select your room type when you register.

If you are a government employee and are eligible for the Government Per Diem Rate, there is a block of rooms starting at $105 a night plus applicable hotel fees and taxes.

If you make your hotel reservation online, please make sure to select Attendee or Government Attendee, depending on your status.

Book over the phone and make sure to mention IRES to receive the discounted group rate or per diem rate. The Davenport Grand: 509-458-3330

To receive a discounted rate reservations must be made on or before Monday, July 22, 2019.

OFF-SITE ACTIVITY OPTIONS

Spokane Things to Do Indoor or outdoor, any season, any time of the year — there’s always something to do in Spokane. Commune with nature by engaging in the many outdoor options or explore all of the entertainment designed to captivate and enthrall. Choose relaxing activities to find inner peace or keep your blood pumping every step of the way. Visit the city your way and you’ll find there’s a side of Spokane to accommodate you with plenty of things to do from visiting art galleries, live music performances, to specialty tours and nightlife!
Spokane shows great hospitality and gives great leisure choices for your free time!

 

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WI-FI SPONSOR

CONFERENCE APP SPONSOR

SILVER  SPONSOR

Carr, Riggs, and Ingram (CRI)

BRONZE SPONSOR

BakerTilly

PATRON

FAQ

CANCELLATION/ REFUND/ NO-SHOW POLICY

Cancellations received at the office by 5:00 pm CST on Friday, July 26, 2019, are eligible for a refund of the registration fee. No refunds will be provided for cancellations received after the cancellation deadline. No-shows will be billed for any unpaid registration fees.

CDS 2018

San Antonio, TX

CDS 2017

Providence, RI

CDS 2016

Scottsdale, AZ