Article
Model Audit Rule panel: life and P&C insurers
June 28, 2022 · Authored by John Romano, Christopher J. Tait
The below webinar recording is from our 2022 Model Audit Rule (MAR) panel discussion focusing on life and property and casualty insurance organizations. For a more in-depth look into MAR, and to learn more about our MAR approach, check out our MAR webpage.
In this webinar, Baker Tilly sat down with industry professionals to share insights on how organizations can refine their Model Audit Rule (MAR) program.
By considering both common misconceptions with MAR and lessons learned from other life and P&C insurance companies, this webinar can help your organization begin to define what you want from your MAR program, provide a blueprint to map your priorities and resources, and offer insights to ultimately reload your MAR program approach to add value.
Presenters:
- John Romano, CPA, CIA, CFE, CITP, CSM, Principal
- Christopher J. Tait, MBA, CISA, CCSK, CFSA, CCSFP, Principal
Panelists:
- Flavia Stone, Manager, Controllers/Financial Controls & Compliance, GEICO
- Kari Davis, Financial Reporting Controls Manager, American Family
Key learning objectives:
- Identify areas in your current Model Audit Rule (MAR) program that could be improved to increase effectiveness, efficiency and provide your business owners value-added recommendations
- Define common misconceptions with MAR and identify current trends in addressing MAR requirements
- Apply lessons learned from other life and P&C insurance companies to assist in achieving success at your company during these challenging times such as staffing models and shortages, systems and tools and MAR process ownership
