September 6, 2017
Sheraton Wild Horse Pass, Chandler, Arizona
In conjunction with the 2017 Alliance Annual Meeting
8:00 am – 4:00 pm
Cost: $330 per person
Includes breakfast, lunch and meeting content
This course is like a graduate course in governance for those that have taken the Core Course, the Master Class or have an advanced understanding of the principals of good governance.
Focus the Work of Your Board Around Risk
NAIC Corporate Governance Model Disclosure – What Are You Responsible For?
The Future of Fraternal Governance
Strategic Risk – Throw Off the Shackles of Legacy
The Rapidly Changing Life Insurance Marketplace
Your Board’s Ability to Adapt to Disruption
Hiring an Outside Consultant to Lead Strategic Thinking
Rating Agencies – not just AM Best anymore
Investment Policy Statements
Credit Risk/Liquidity Risk
Matching of Assets
Department of Labor Ruling and Delay
Small Company Exemption (SCE) requirements under PBR RBC Metrics
2017 CSO Mortality compliance
Todd W. Martin
Strohm Ballweg, LLP
Miller & Newberg, Inc.
Parkway Advisors L.P.