U.S. ORSA 2015: Walk, Run, or Hide? | Webinar | FTI Consulting

U.S. ORSA 2015: Walk, Run, or Hide?


Date: Tuesday, December 9, 2014
Time: 12:00 PM ET
Length: 60 minutes

FTI Consulting will bring you up to date on current NAIC activity and demonstrate why ORSA matters to YOU. Industry experts will discuss real world implementation strategies based on recent client collaborations. This webinar is the first in a series on navigating the ORSA process.

Why attend?

This presentation will quickly bring busy executives up to speed with the challenges of ORSA implementation and reporting due to take effect in 2015.

Who should attend:

  • Accountants
  • Actuaries
  • C-Suite Executives
  • Lawyers
  • Regulators
  • Risk Managers

Featured Speakers:

Jim Toole, FSA, CERA, MAAA
Managing Director, Global Insurance Services, FTI Consulting
Jim Toole has over 25 years of experience with life, health, property-casualty and captive insurers. Mr. Toole’s background includes expert witness, product development, financial reporting, audit, and regulatory support roles, and has experience with life settlements, reserve relief bonds, and mortality cat bonds. He is a frequent speaker and has written and/or edited articles for numerous industry publications. He is currently serving a two year term as Vice President of the Society of Actuaries.

Elaine Lehnert, CPA
Managing Director, Global Insurance Services, FTI Consulting
Elaine Lehnert has over 23 years of management and consulting experience in the life, health, and property-casualty insurance and reinsurance industries. She has a broad range of expertise, including GAAP; statutory accounting; forensic accounting; auditing; financial operations; fraud investigations; SEC reporting; Sarbanes-Oxley; arbitration and litigation support and expert testimony. Ms. Lehnert recently managed the preparation of the group ORSA assessment for an international multi-line insurer. Ms. Lehnert has contributed to the development of several editions of the AICPA Audit and Accounting Guides.

Matt Stahl, ASA, CERA, MAAA
Senior Director, Global Insurance Services, FTI Consulting
Matt Stahl is a life actuary with 15 years of experience in risk management and financial reporting of life, health, and disability insurance and reinsurance. Before joining FTI, he managed the financial reporting of $1.5 billion in variable annuity liabilities for a large Bermuda reinsurer. Matt was part of a small team that liaised with the Bermuda Monetary Authority to assist in the development of the Life Insurance component of the Bermuda Solvency Capital Requirement, part of Bermuda’s requirement to achieve Solvency II equivalence. Mr. Stahl plays a hands-on role in preparing the quantitative and qualitative components of ORSA risk assessments.

James Schacht
President, The Schacht Group, Inc.
James Schacht is the President of The Schacht Group, Inc., which advises clients on insurance and regulatory matters. Mr. Schacht has fifty years of broad-based experience in the industry and served as the Director of the Illinois Department of Insurance on three occasions. He has advised clients regarding the resolution of troubled insurers and securing regulatory approval for a variety of transactions. He currently serves on the board of directors of two insurers, one of which participated in the ORSA pilot program.


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