Board Institute – Master Class

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Note: Advance Registration Has Closed. You must register onsite at the Sheraton Wild Horse Pass in Chandler, Arizona the morning of the class.

September 6, 2017
Sheraton Wild Horse Pass, Chandler, Arizona
In conjunction with the 2017 Alliance Annual Meeting
8:00 am – 4:00 pm

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

Governance 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 Risk
Investment Policy Statements
Credit Risk/Liquidity Risk
Matching of Assets

Regulatory Risk
Department of Labor Ruling and Delay
Bond Ratings
Small Company Exemption (SCE) requirements under PBR RBC Metrics
2017 CSO Mortality compliance


Todd W. Martin
Stinson Leonard

Gary Strhom
Strohm Ballweg, LLP

Carolyn Covington
Miller & Newberg, Inc.

Theron Holladay
Parkway Advisors L.P.


September 6


8:00 am - 4:00 pm




Sheraton Wild Horse Pass
5594 W Wild Horse Pass Blvd
Chandler, AZ United States

"The opportunity to share experience and ideas with other fraternals along with the excellent presentations was very valuable."

2016 Attendee
2016 Attendee