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panel discussion

Article

Model Audit Rule panel: life and P&C insurers

June 28, 2022 · Authored by John Romano, Christopher J. Tait

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Related sections

  • Financial Institutions
  • Risk Advisory
  • Insurance
  • Internal Audit
  • Model Audit Rule
  • Sarbanes-Oxley (SOX) Compliance

Tags

insurance
Model Audit Rule (MAR)
internal audit
life insurance

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.

Explore MAR

Video

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:
  1. 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
  2. Define common misconceptions with MAR and identify current trends in addressing MAR requirements
  3. 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
John Romano

John Romano

Principal

Christopher J. Tait

Christopher J. Tait

Principal

Related sections

  • Financial Institutions
  • Risk Advisory
  • Insurance
  • Internal Audit
  • Model Audit Rule
  • Sarbanes-Oxley (SOX) Compliance

Article Tags

insuranceModel Audit Rule (MAR)internal auditlife insurance

To learn more about MAR programs or how Baker Tilly can help your organization, contact our team.

Contact our team