2017 IASA educational conference and business show

Event Info

Orlando World
Center Marriott
Orlando, Fla.
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Join Baker Tilly's insurance team for educational sessions at the 2017 IASA Educational Conference and Business Show!

Baker Tilly is proud to be sponsor of the 2017 IASA Educational Conference and Business Show’s Chief Financial Officer Luncheon being held on Tuesday, June 6, 2017. Don’t forget to also stop by our booth (#429) during the conference to visit with our team and to be entered in for a chance to win a prize, and enjoy some fun.

Join us to relax and unwind after the conference sessions

Monday, June 5
5:00 p.m. – 7:00 p.m.
Falls Function Lawn, Orlando Center Marriott

We will also be holding a relaxing social following the educational sessions on Monday, June 5, 2017 from 5 p.m. – 7 p.m. on the Falls Function Lawn, which is onsite at the Orlando World Center Marriott. Please RSVP by May 19, 2017.

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Don’t miss our educational sessions during the conference:

104 Optimizing Your Vendor Risk Management Program

Chris Tait, Baker Tilly
Dan Buttke, Baker Tilly
John Romano, Baker Tilly
Jennie Papile, UnitedHealthcare

Vendor risk management (VRM) is becoming increasingly complex with more vendors providing more services, often handling sensitive data with specific regulatory requirements. This session will share insights on how to be proactive in managing third party risk and monitoring the ongoing relationship. We will share industry and consulting perspectives on the vendor management lifecycle and provide practical guidance on implementing your vendor management function to align with your organizations culture and needs.


  • Attendees will obtain an overview of the current state of vendor risk management and industry trends.
  • Attendees will benefit from feedback from industry peers on VRM best practices and challenges.
  • Attendees will walk away with action steps on how to efficiently improve their VRM process.

405 NAIC Risk Focused Examinations: Be Prepared and Obtain Value

Dan Buttke, Baker Tilly

John Romano, Baker Tilly
Jennie Papile, United Healthcare
Steven Keuler, Medical Mutual Insurance

NAIC Risk Focused Examinations and its processes have been modified to focus on your enterprise risk management, corporate governance and critical risk areas, reducing the focus on financial reporting risks. The requirement to undergo an examination is not going away and can be burdensome on staff and senior management. This session will provide a regulator and insider perspective on what to expect on your next examination, what not to expect and how to save time and obtain value.


  • Understand changes to the risk focused examination process in 2017 and expected changes going forward
  • Gain insight on areas examiners will place emphasis and approaches to critical risk areas
  • Learn action steps to apply to improve efficiency and obtain value from the examination process

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