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: The Grand Restaurant & Lounge
12:00 – 1:00 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
Eric A. Cioppa | Superintendent of the Maine Bureau of Insurance
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 Moenck, 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 / Ron Kotowski, Bankers Life/CNO
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
Tableau – The Data Nerds Friend
Speakers: Tressa Smith (NAIC)
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.
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: Holly Blanchard, Regulatory Insurance Advisors, LLC / Mary Nugent (CCIIO) / Katie Dzurec (PA) / Cynthia Fitzgerald, Regulatory Insurance Advisors, LLC
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: Bryan Fuller, Examination Resources, LLC
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
Health 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
Inadequate IT Controls – Case Studies of Recently Examined Companies
Speaker: Steve Sigler, Examination Resources, LLC
In this session, we will discuss several examinations where our final assessment found that IT General Controls were inadequate for the examiners to place reliance upon and how those findings ultimately impacted the overall examination.
TRACK: LIFE & ANNUITY – Location: Maple Ballroom
NAIC Model Regulations Related to Life and Annuities
Speakers: Lois Alexander (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: Katie Dzurec (PA) / Holly Blanchard, Regulatory Insurance Advisors, LLC / John Haworth (WA)
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
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 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 / Ron Kotowski, Bankers Life/CNO
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
Data Forensics – Session #1
Speaker: Jerry Link, The INS Companies
TBD
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: Pieter Williams, Regulatory Insurance Advisors, LLC / Jeanie Keller (MT) / Ned Gaines (WA)
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: Terrace Room East (2nd Floor)
The NAIC Cybersecurity Model Law (Joint Session with the IT Track)
Speakers: Pat McNaughton (WA) / Cindy Amann (MO)
Discussion of the recently proposed changes to the Market Conduct Handbook dealing with the new NAIC Data Security Model Act and the relationship/coordination with Financial Examination Handbook IT changes and responsibilities.
TRACK: HEALTH – Location: Birch Ballroom
The MHPAEA Standard – NAIC Market Regulation Handbook
Speakers: Martin Swanson (NE) / Jo-Anne Fameree, Risk & Regulatory Consulting / Mary Nugent, HHS/CMS
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 – NEW Location: Terrace Room East (2nd Floor)
The NAIC Cybersecurity Model Law (Joint Session with the Financial Track)
Speakers: Pat McNaughton (WA) / Cindy Amann (MO)
Discussion of the recently proposed changes to the Market Conduct Handbook dealing with the new NAIC Data Security Model Act and the relationship/coordination with Financial Examination Handbook IT changes and responsibilities.
TRACK: LIFE & ANNUITY – Location: Maple Ballroom
Long Term Care
Speakers: Ernest Nickerson, Risk & Regulatory Consulting / Jim Mealer, ICA
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
Modernization of Market Regulation
Speakers: Birny Birnbaum, Center for Economic Justice / Shelly Schuman, The INS Companies
How should review processes and procedures be modernized to ensure regulatory oversight of the use of big data. This will include a discussion of modernizing the Market Regulation Handbook.
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 / Timothy Mullen (NAIC)
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, Risk & Regulatory Consulting / Lawrence Cohen, University of North Texas (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 IT Exam Report
Speakers: Pat McNaughton (WA)
Do you know how to read the findings? Do you know the difference between “effective” and “generally ineffective”?
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 Average Compliance Department
Speakers: Angela Nelson (MO) /Robin Clover, Allianz Global Corporate & Specialty, AGCS / Pieter Williams, Regulatory Insurance Advisors, LLC
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 (2nd Floor)
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, & Ingram, LLC
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, HHS/CMS
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
Reliable Data Visualization
Speakers: John Haworth (WA) / Jo LeDuc (WI) / Tressa Smith (NAIC)
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? Do you know how to interpret data? How can you tell if your data is accurate and reliable? Does the data tell you everything you need to know?
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
What’s New with MCAS Blanks
Speakers: Jim Mealer (MO) / Maria Ailor (AZ) / Randy Helder (NAIC)
How are MCAS blanks developed and refined. Session will include a discussion of new lines of business being added to MCAS.
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.
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, impact of changes in Federal regulations, regulation of Independent Review Organizations and Pharmacy Benefit Managers, financial impact on HMOs due to changes in LTC model laws that adds HMO to Guarantee Fund requirements.
TRACK: HEALTH – Location: Birch Ballroom
What’s New – Health Reimbursement Accounts (HRAs)
Speakers: Katie Dzurec-Dunton (PA) / J. P. Wieske, Horizon / 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
Data Analytics – Session #2
Speakers: Jerry Link, The INS Companies
TBD
TRACK: LIFE & ANNUITY – Location: Maple Ballroom
Visualizing Market Data in Life and Annuity Analyses
Speakers: Randy Helder (NAIC) / Tressa Smith (NAIC)
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
Examining Mental Health Parity and Addiction Equity Act Issues
Speakers: Holly Blanchard, Regulatory Insurance Advisors, LLC / Tim Clement / Irvin “Sam” Muszynski, American Psychiatric Association / Angela Eastman, Regulatory Insurance Advisors, LLC
Discussion of MHPAEA issues being identified by states and industry consideration for avoiding negative regulatory attention.
TRACK: PROPERTY & CASUALTY – Location: Meeting Room 4
Title Insurance
Speakers: Kent Dover, Risk & Regulatory Consulting, LLC / Sean Betta, Risk & Regulatory Consulting, LLC / Marc Springer, Risk & Regulatory Consulting, LLC
Examinations of title insurance carriers can be challenge due to the complexity of the laws involved in its regulation and the overlap between insurance and banking regulations. This session will work through some of the current issues found during title insurance exams and also provide some best practices to help examiners stay on the right track.
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
Excel Plus
Speakers: Steve Sigler, Examination Resources, LLC / Sheri Marston, Examination Resources, LLC
Presenters will demonstrate common and not so common Excel functions, such as CountIf, SumIf, and Vlookup; they will explain and exhibit Pivot Tables and discuss the importance of proper spreadsheet design for market conduct examinations.
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
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
Telematics: From Privacy to Pricing… What Do We Really Know?
Speakers: 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 East (2nd Floor)
3:00 – 3:30 pm
IRES Board of Directors Meeting – Location: Meeting Room 10 (2nd Floor)
4:00 – 6:00 pm
Appreciation Reception – Location: Grand Ballroom C
6:00 – 8:00 pm
*Schedule is subject to change
Regulatory Skills Workshop – Location: Grand Ballroom AB
8:30 – 11:45 am
The Regulatory Skills Workshop (RSW) will provide attendees with an interactive session to discuss current regulatory issues with peers from state and federal regulatory agencies and the industry. The focus of this year’s RSW will be on potential updates to the current NAIC Market Regulation Handbook and effective regulation of mental health and substance abuse coverage.
TOPICS
Topic 1: Market Regulation Handbook and Other Resources
The Regulatory Skills Workshop (RSW) will provide attendees with an interactive session to discuss current regulatory issues with peers from state and federal regulatory agencies and the industry. The focus of this year’s RSW will be on potential updates to the current NAIC Market Regulation Handbook. The goal for the session will be to have robust group discussion about potential changes to the Handbook, alternative options, and developing recommendations that IRES leadership can present to the NAIC’s Market Regulation and Consumer Affairs (D) Committee.
Topic 2: Consistency in regulating Mental Health Parity and Substance Use Coverage
Nationwide initiatives continue to develop regarding the accessibility, parity and treatments for Mental Health Parity/Substance Use Disorders. The goal for this session is to discuss best practices, lessons learned, and considerations for ensuring that we continue to provide beneficial coverage for treatment of these conditions. Recommendations derived from the discussion will be presented to the NAIC’s Health Insurance and Managed Care (B) Committee and the Market Regulation and Consumer Affairs (D) Committee.
Break – Location: Grand Ballroom AB
10:25 – 10:45 am
Regulatory Skills Workshop (continued) – Breakout 1 – Location: Cedar Ballroom
10:45 – 11:45 am
Regulatory Skills Workshop (continued) – Breakout 2 – Location: Maple Ballroom
10:45 – 11:45 am
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
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.
AnnaLisa Gellermann | Washington State
AnnaLisa Gellermann is the Chief Deputy for the Office of the Insurance Commissioner, and is proud to work with Commissioner Mike Kreidler, the longest serving commissioner in the United States.
AnnaLisa has devoted her career to serving the citizens of Washington as a public lawyer, regulatory and executive manager. She joined the OIC in 2013 as the Deputy Director of the Legal Affairs, and then assumed leadership of the Policy and Legislative Affairs Division as well. Prior to joining the OIC, AnnaLisa served as an executive manager of the Insurance Claims Services division at the Washington State Department of Labor and Industries, heading Legal Services, Return to Work Services, Policy, and Pension programs. She also managed the Self-Insured program, overseeing the regulation of nearly 400 of the largest companies in the state that self-insure for workers’ compensation coverage. AnnaLisa began her state service as an assistant attorney general under then Attorney General Christine Gregoire. AnnaLisa was later awarded then Attorney General Rob McKenna’s first Excellence in Service award.
AnnaLisa has served as a board member with the Washington State Health Insurance Pool, Washington Health Care Facilities Authority, and Behavioral Health Resources, whose mission is to support and strengthen individuals, families and the community by promoting mental health and chemical dependency recovery.
AnnaLisa graduated magna cum laude from Seattle University School of law and earned her undergraduate degree from Western Washington University.
John G. Franchini | New Mexico
The New Mexico Public Regulation Commission (PRC) appointed John G. Franchini as Insurance Superintendent July 27, 2010.
During the 2013 legislative session, legislation effectuating a Constitutional Amendment passed in the 2012 general election (HB 45) removed the insurance division from the PRC and created a stand-alone agency, The Office of Superintendent of Insurance (OSI). This was effective July 1, 2013.
This legislation also created a nominating committee for the position of the Superintendent of Insurance. In 2016, the nominating committee unanimously re-confirmed John G. Franchini to continue in his capacity as Superintendent for the State of New Mexico through December 31, 2019.
Franchini has nearly 40 years’ experience in the insurance industry. He “temporarily” joined Consolidated Agency, his father’s independent insurance agency, while attending graduate school at the University of New Mexico. Ten years later, he purchased the business and expanded it to four locations, employing 82 people and servicing nearly 15,000 customers. During that time, he served on the New Mexico Workers’ Compensation Assigned Risk Pool Board of Governors, the Patient Compensation Administration Board of Directors, and was elected president of the Independent Insurance Agents of New Mexico. In 1998, Poe & Brown, a national insurance broker, purchased the business. Franchini was named vice president, and his responsibilities included new business production, development of specialized insurance programs, and agency acquisitions.
Franchini joined New Mexico Mutual in 2002 and was eventually named vice president of government and industry affairs. At New Mexico Mutual, he worked with state legislators, members of regulatory agencies and insurance agents to strengthen the company’s financial and public standing.
He is also a member of the Leadership New Mexico Class of 2007, former board member of the Rocky Mountain Insurance Information Association and past president of the New Mexico Insurance Association.
Franchini is a native New Mexican and a graduate of Creighton University in Omaha, NE.
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).
Speaker Information
Eric A. Cioppa | Superintendent of the Maine Bureau of Insurance
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.
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 29, 2019.
OFF-SITE ACTIVITY OPTIONS
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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.
