IASA Happenings

IASA Announces Laurie Macklosky as IASA President 2020-2021

FOR IMMEDIATE RELEASE

DURHAM, NC JULY 2020 -- IASA is proud to announce Laurie Macklosky to serve as IASA President for the 2020-2021 term, effective July 1, 2020.  

“Laurie Macklosky is a dynamic leader within the Insurance Industry and has made countless contributions to IASA, and she will be a tremendous asset to IASA during transitional times in her role as President,” said Kerry Crockett, IASA Chief Executive Officer. “She is taking the helm during unprecedented times, and her vision coupled with calm and steadfast leadership is paramount to IASA’s continued growth and successes for our members. I look forward to partnering with her as, together with the IASA Board of Directors, we will create a new vision and strategies that will chart a new path for IASA and our community for years to come.”

Laurie Macklosky has expertise in launching Lean Portfolio Execution practices, including Strategy, Capability Management, Business Architecture, and Product Management. Macklosky is currently AVP of Business Execution at The Hartford leading Small Commercial and Personal Lines portfolios with a focus on the adoption of Agile practices. Prior to joining The Hartford, she helped build a Business Insurance Operating Model organization leading transformation initiatives for CMP, Property, GL, and Umbrella through multi-year scaled Agile programs. Macklosky has been an IASA volunteer for well over ten years, most recently holding VP of Executive Education, CIO, and President-Elect positions. She resides in Bristol CT with her husband of 32 years, Rick, and they have two adult children, of which they are extremely proud.

“I am excited to be IASA President during this amazing time of change we are about to embark on. We are identifying new opportunities for growth, innovation, efficiency, and engagement, and I look forward to seeing our plans come to fruition,” said Laurie Macklosky, IASA President.  “We are focused on providing more services to our members with enhanced high-quality education programs. We will expand on these while introducing new initiatives, as we further define IASA as the leader in sharing industry trends. By building new and strengthening existing relationships with like-minded insurance organizations throughout the US, we will expand our footprint by developing cutting-edge educational content presented by the leading experts in their fields for new sectors of the insurance industry.”

About IASA:
IASA is a non-profit, education association that promotes and encourages the knowledge of insurance professionals, and industry partners by facilitating the exchange of ideas and information. IASA is one of the insurance industry's largest, and most well-represented trade associations. IASA’s membership consists of thousands of individual members and nationally recognized insurance companies of all types (Property & Casualty, Life, Health, Fraternal, HMO and others), as well as industry partners serving the insurance industry, regulators and other organizations more broadly representative of the financial services industry, including banks and investment brokerage firms.  In addition to its annual conference, IASA supports 24 regional chapters, a wide variety of online learning opportunities and publishes two textbooks, Life & Health Insurance Accounting and Property & Casualty Insurance Accounting.

To find out more about IASA, visit our website at www.iasa.org.
Contact: Parshy Phillips
Director of Marketing & Communications, IASA
Email: pphillips@iasa.org

###
IASA is proud to announce Laurie Macklosky to serve as IASA President for the 2020-2021 term, effective July 1, 2020.

A message from the President - Carlos Correa

 
2019-2020  IASA President - Carlos Correa
A “Time of Change” that was the message in my speech at the conference last year. I was referring to the innovation and advancement occurring in our industry. This is how I started my year as President. Who knew at the time how much of a “Year of Change” this would become?

The year began with the departure of the Executive Director and the search for a replacement. This search took several months culminating successfully in the hire of Kerry Crockett.

IASA then started our strategic initiatives, which included changes and improvements to the annual conference. Our goal is to increase engagement on the show floor by bringing stages with content into the “Hive”. As the year progressed, we were all impacted by the COVID-19 Pandemic which forced us to shelter in place and change the way we work and live. I hope that everyone has been safe and healthy during these times and my condolences to those who have suffered a loss.   

"May you live in interesting times" is an English expression which purports to be a translation of a traditional Chinese curse. While seemingly a blessing, the expression is normally used ironically; life is better in "uninteresting times" of peace and tranquility than in "interesting" ones, which are usually times of trouble. I have come to not like this saying very much. This year of my presidency has been altogether too interesting. 

The Pandemic has forced us to pivot as a result IASA Exchange was born. We are excited to offer this virtual conference during what has become our new normal. We look forward to bringing the same great content to our members and thank all the staff and volunteers for their hard work in making this event a reality. 

My time as president is now coming to an end. I am grateful and proud of how IASA has navigated these interesting times and I look forward to the great future the association has instore. As I said last year we can adapt to survive or innovate to thrive. IASA has done a great job of innovating during this challenging year. I look forward to the next time we can see each other in person, and I thank Kerry for her leadership this year and in years to come. Thank you all. 

Carlos





A Message from IASA President - Carlos Correa.

And the winners are....

 



Congratulations to ALL 2019-2020 

IASA Volunteer Nominees and  

 

Winners!

 

 

New Volunteer of the Year

 

Winner:

Haley Bourke

The Hartford

 

     
JoLayna Arndt
JLK Rosenberger 
Edward Banks
OBRIEN Insurance Solutions 
Haley Bourke
The Hartford
 


 


 

 

Jeff Flannery
Content Critical Solutions
 
Dan Gallegos
West Bend Insurance Company
 
Kit Kovacs
Federal Home Loan Bank 
Indianapolis
 


Volunteer of the Year


Winner: 


Ryan Hanson
Mortgage Guaranty Insurance Corporation


     
Margo Andersen Maria Bifulco Emily Brawley
Larson & Company
  

Prudential Financial Clearwater Analytics

     
Geoff Edwards Sylvia Grotowski Brian Haberman
Church Mutual
Insurance Company

Union Standard 
Insurance Company
Western & Southern Life
     
Ryan Hanson Terry Olejnik Rachel Perlmutter
  Mortgage Guaranty 
Insurance Corporation 
      
  Plante Moran     Mortgage Guaranty 
Insurance Corporation

     
Rod Van Genderen    
Securian Financial Group

               
 

 


Chapter Excellence Volunteer of the Year

 

IASA Recognizes All Chapter Excellence Nominees!

  

 







 
Harika Crabtree
Southern California

Farmers Insurance 

John Doran
Northeast

The Travelers 
Julie Leitschuck
M
idwest
Great West Casualty
 










Joe Nielsen
Michigan

Ernst & Young 

Steve Nikander
Southern California 

Mercury Insurance 
Caitlin Proudfoot
Midwest 

EMC 
 









  Tim Reinert - Midwest  Ben Remke - Carolinas
Curi 
Brian Shanahan - Indiana
Indiana Farm Bureau Ins Cos
 






 
Brian Smith
Sunshine

 
Rod Van Gendren
Midwest 

Securian Financial Group 
Alicia Williams
Show-Me

Columbia Insurance Group  
 
 

         
           
           
And the winners are.....

In-person Chapter Meeting Cancelled
Hold On......We have an Alternative!

By: Rod Van Genderen, Chapter President, IASA Midwest Chapter
Have you ever been the first one to try something new, forged an uncharted path, took a big risk, stepped into the unknown? That is what the Midwest IASA Chapter did when they held the first IASA Virtual Conference on April 23 and 24.   

The Midwest Chapter had to cancel its in-person Spring conference due to recent events related to the Covid-19 pandemic but felt it was important to its attendees to provide an alternative educational opportunity.  With the help of the IASA staff, the Chapter was able to pull together a two-day conference comprised of 3 to 4 hours of sessions per day over two days utilizing the Zoom platform. 

Was it flawless?  Of course not, no conference is.  What it successful?  From the feedback given by attendees, we’d give it a resounding YES!   Was the virtual/online conference engaging?   Attendees had the opportunity to ask questions to the presenters through the Chat and Q&A features and they took full advantage of these features!   In fact, we had the most questions ever asked at one of our conferences.     Overall, the conference accomplished what we had hoped and brought value to the attendees.  

The attendees themselves summed that up best in their responses: engaging, informative, smooth, impressed.   A few of the actual comments were: 
“Great job for everyone putting this together for a virtual conference.  I was very impressed at how smoothly it went!”
“Thank you so much for putting this together! Really appreciate all the hard work and flexibility.”
“You all did a fantastic job with this, thank you for the time and effort you no doubt put into it.”, “Engaging and informative. Thank you!”
“I thought the format worked really well.”
“Huge thanks to everyone responsible for making this happen!”
“Great presentations! Great session, very timely”

At the end of the day, pivoting to a virtual offering was a lot of work, but the experience was exhilarating, full of opportunity and well worth the effort!  

From our family to yours.  Stay safe.  Stay healthy.
 
Think you have no alternative for industry CPE due to safe distancing guidelines......Think again! IASA has you covered for "VIRTUALLY" all of your CPE needs!

IASA Celebrates Volunteer Appreciation Week!

IASA is celebrating Volunteer Appreciation Week, April  20 - 25th.  Join us daily as we take this opportunity to recognize our volunteers, past and present, for all they do to make IASA the industry resource for excellence in insurance education.  Our volunteers give of themselves week-in and week-out, all year long and it's our privilege to take this special week, to say THANK YOU and WE APPRECIATE YOU, for all you do and all you mean to IASA.  We couldn't do it without you!   Check these and more out on the Volunteer Appreciation Week page, not just this week, but anytime!

Monday



                          


Tuesday

A Message from the Executive Director



                         

Wednesday



                         


Thursday







                         
Friday




Volunteers are the lifeblood of IASA. Join us every day this week as we celebrate Volunteer Appreciation Week and our AMAZING volunteers!

Volunteers - Moving IASA Forward

 
IASA Volunteers getting work done and having fun, virtually!
Volunteers – Moving IASA Forward

The IASA national volunteers are still hard at work planning for all possible outcomes of the 2020 Conference in St. Louis, MO. The national volunteer base was recently scheduled to come together for our annual spring planning meeting to work on the details of the conference, share ideas for future events and brainstorm marketing and communication ideas, but calls from government leaders for social distancing caused us to cancel our in-person meetings.  The planning meetings are typically held over a weekend which combine several committee sessions with the pleasure of having fun with fellow colleagues who over time have become life-long friends.  

While the disappointment of not physically gathering was felt, the IASA staff pulled together two days of successful virtual meetings.  Ideas were shared, plans were made, contingencies were discussed, and the volunteers were able to catch-up with each other.  There were even random acts of on-camera silliness providing for laughs all around.  

Staying connected with family and friends during this unprecedented time is essential to our well-being and for the volunteers, and the IASA family is an essential part of that equation. While the status of the conference in St. Louis is still unknown, we openly invite you to join our IASA family as a volunteer to help us shape and direct the organization as it moves forward.  If you are interested in becoming a volunteer, please email Tricia Stillman, tstillman@iasa.org.

Once again, the IASA hopes you and your families remain healthy and safe.
Amid COVID-19 restrictions, IASA leadership moves their spring meeting to all virtual, getting the job done and STILL keeping it fun!

Meet IASA's New Executive Director - Kerry Crockett

By: IASA Publications Committee
A not-so-widely known hobby for Kerry has been riding motorcycles. But certainly no surprise to those who do know her!
Meet Kerry Crockett, IASA’s new Executive Director.  

What was your background prior to joining IASA? / How did your career path lead you to IASA?


I started my professional career as an Occupational Therapist working with the geriatric population for 15 years, eventually moving into a District Manager role. From there, I made the transition to association management and served as Executive Director for the US and Canadian Academy of Pathology (USCAP). In this role I also served concurrently as Executive Director for the Pediatric Pathology Society and the Hematopathology Society. After almost 10 years with USCAP, I joined the International Society for Magnetic Resonance in Medicine (ISMRM) as Associate Executive Director where I served as Executive Director for their affiliate organization, the Society for MR Radiographers and Technologists (SMRT). After a move back to Georgia to help care for ailing in-laws, the opportunity to lead IASA became available and I was thrilled to have been selected. 

Who have been your mentors in your professional life?

Two always immediately come to mind – Jim Crimmins and PCMA (Professional Convention Management Association). Jim Crimmins served as Executive Director for USCAP when I was hired to replace him due to his impending retirement within the year. He was an accountant by trade and a gentleman by nature. He was gracious and generous with his time and knowledge and spent many hours introducing me to the association world and accounting practices. 

PCMA was the resource I desperately needed as I navigated my way and I quickly became involved as a volunteer. The friendships, information and tools I garnered from my involvement with them has served me well over the course of my career in association and convention management. 

In your short time here, what are your initial thoughts on the organization?

First, I’m in awe of the passion and dedication I see in the staff team. Their willingness to do whatever it takes to not only get the job done, but move the organization forward, is amazing. Second, I see tremendous opportunity for growth and a willingness from the Board of Directors to embrace the changes needed to support that growth. 

What challenges do you see for the IASA and other similar educational associations?

Many associations, IASA included, are struggling to maintain their relevancy in an ever-increasingly crowded field of associations. For small associations in particular, this becomes a tougher battle when you have limited resources. Associations used to own the space for professional continuing education, but corporations, with their vast resources, have now invaded that space and are now providing the same content, often for free. Another challenge which goes hand in hand with widely available educational content, is the shift from the traditional membership model to a constituent-based model. For generations, education was the value proposition that kept dues revenue rolling in but now with it so readily available, that value has diminished. Individuals are now looking for intangible value – they want to be engaged but in specific areas that are of value to them when its convenient for them. They want to be part of something bigger than themselves.

Are you able to hint at any upcoming changes for the organization?

IASA is on the cusp of transformational change. Leadership is proactively taking steps to invest in the future of our organization, to identify our value proposition and to understand why we are doing what we’re doing. The result of that process will allow us to refocus our efforts and resources to drive impactful outcomes not only for our organization, but for our constituents and community as well. 

What’s your most-used productivity hack?

I’m able to focus on what my priority is at that moment.

How do you balance your work and home life?

Admittedly, working remotely can be more challenging than working from the national office when it comes to work/life balance. However, I’ve found that if you love what you’re doing it no longer feels like work and there is no internal struggle. I’ve also made it a practice to take one week off in the year where I completely disengage from work – no email, no phone, no watch. Usually I spend this week on a beach (in the shade) just reading and relaxing. It really allows me to push the reset button and focus on my own mental health.

What are your hidden talents or hobbies? / What would someone who knows you be surprised to learn about you?

Those who know me, know I love to travel so this may not be a surprise. I’ve only been to six of the seven continents, 36 countries and 48 states – so you can see I have a lot more traveling to do! 
One surprise may be that I used to ride Harleys, but with the increase in distracted drivers on the road, I switched to a convertible 😉.

If you were able to start your work career over, what would you be doing today?

I would be a wildlife veterinarian traveling internationally to focus on the health and well-being of some of our most endangered species. It’s the combination of my two biggest passions.

 What’s your favorite sports team?   Holiday?  Best concert?

I don’t really follow sports much but while living in California, I did become partial to the Golden State Warriors. It was thrilling to see them take the championship in ’15, ’17 and ’18.

My favorite holiday is Christmas. It’s such a great time to connect with family and friends and reminisce about special memories. Decorating our Christmas tree is especially fun for my husband and me because our ornaments are from places we’ve visited. Each one we un-wrap and hang brings back wonderful memories of our time spent there. 

I’d have to say the best concert I went to was also my first – Queen in 1980. I went with my older brother and two of his friends. The show was amazing but more importantly, they didn’t treat me like the tag-along little sister! 

What’s your idea of a perfect day?

I’d have to say spending it exploring somewhere new with my hubby and pups with a long leisurely lunch at an outdoor bistro.

What historical figures would you most like to meet?

When I was young, I read the diary of Anne Franke, then my family and I visited the home in Amsterdam in which she and her family hid for two years during the war. It was a powerful experience and story that I’ve never forgotten. 

Provide any closing remarks you would like to convey to the IASA membership base….

We’re in a challenging time right now, not only as an organization, but as individuals as well. I know that together we can pull through this and come out stronger on the other side. Steps that we’re taking now and throughout the remainder of the year will serve to build a solid foundation on which we can grow IASA to become the leading resource for our community. I’m excited about the journey ahead and look forward to our future success!
 

IASA's new, and first female, Executive Director, Kerry Crockett, was hired in December 2019. Join us as we get to know her, both personally and professionally, and learn about her vision for IASA.

IASA Virtual Leadership Series

By: IASA e-Learning
IASA Virtual Leadership Series
 
As our industry responds to the effects of COVID-19, many of our preconceptions for managing teams are changing. We'll dive into topics that matter most in leading remote teams, including communications, teamwork, cultural implications, and trust.
 
In our first episode, Navigating Change, we look at how COVID-19 is changing organizations, key leadership challenges that need to be addressed, and how technology can be leveraged to help address those challenges.
 
You can watch the first episode on demand here:



Visit IASA's YouTube Channel weekly for additional installments to this 9 week series!
 
We’d love your feedback! Please feel free to share thoughts and ideas, or pose questions you’d like us to address in future episodes!
 
IASA presents a new e-Learning initiative designed to help our members navigate our rapidly changing business environment. Join us weekly for a short, 15-minute conversation with industry leaders Cathy Ellwood and Kerry Crockett.

COVID-19 - A Message from the IASA National Office

By: Kerry Crockett, IASA Executive Director
Dear IASA Members,
 
We know that you are currently inundated with emails, news reports and messages related to COVID-19. We also know that this is not just impacting you professionally, but personally too. IASA prides itself on being a family of industry professionals who support each other through everything, especially during a time like this. I can assure you; we are in this together, navigating our next steps day by day, making decisions that are in the best interest of our members and partners. This pandemic has impacted us in every aspect of our lives - professionally, personally, financially and mentally. We empathize with you as all of us go through this together.  
 
Presently, we are advancing with planning the Annual Conference, working with vendors, contractors, the city and our leadership to make the decision that best fits the needs of our members. We are well aware that travel bans and company limitations on travel are impacting your decisions related to your participation in this year's meeting. We are exploring all options, taking into account the latest news and information available to us, keeping the health, safety and well-being of our members top of mind. 
 
IASA will keep everyone updated on decisions and news related to all aspects of the Conference. Communication is being distributed via email and social media regularly with members being the first to be notified of any noteworthy points. 
 
Should you have questions at any time, please reach out to our team at info@IASA.org. Messages are checked and answered throughout the day.
 
On behalf of the IASA Leadership and Team, I send wishes of good health and safety to you and your family.
 
 
Kerry Crockett
Executive Director 
IASA Executive Director Addresses Members Regarding the COVID-19 Outbreak

IASA Celebrates Insurance Careers Month

Most people don’t realize the many different jobs in the insurance industry.  Actuaries, underwriters and claims adjusters are just a few that come to mind. But just like any company, insurance companies need people in accounting, compliance, human resources, marketing and of course technology. The list goes on. There are so many areas to choose from to show your creativity and be challenged.

With a lot of employees reaching retirement age, insurance companies are in high demand to fill positions. Besides a stable place to work, many insurance companies are recruiting talented people by offering great benefits and fun work environments. 

Come join us and learn more at www.insurancecareerstrifecta.org!
Did you know there was an "Insurance Careers Movement" and that you could be a part of it? IASA is celebrating Insurance Careers Month and you can, too!

IASA Member Announcements

By: IASA Publications Committee

IASA’s mission is to bring together the worlds of accounting, education, and technology in the insurance industry. Our member companies are constantly integrating new systems, services, and innovations that can give you insight into the solutions today’s modern insurance companies need. Read on for news and announcements from companies across the nation. Does your company have an exciting announcement? Send your press release to tstillman@iasa.org.




Coface North America Insurance Company Selects Clearwater for Increased Portfolio Transparency and Insight

Johnson Lambert Announces 2020 Leadership Promotions

Our member companies are some of the industry’s finest. Click here to see news, press releases, and announcements from IASA members.

Membership Renewal: Time is Running Out

By: IASA Membership Committee
Keep your member benefits in place, Renew Online Today!
Durham, NC – Membership renewal is well underway!  IASA is recognized as an industry leader in delivering educational content through webinars, local chapter events, OnPOINT and innovative sessions at the annual conference. Plus, don’t miss out on the peer to peer networking opportunities at the Annual Educational Conference and Business Show.  Printed invoices have been mailed!  The March 1 deadline is almost here.  Avoid a lapse in member benefits by going online and renewing now.
Durham, NC – Membership renewal time is now. If you haven't renewed your company's membership, check out the benefits and renew today!

Chapter Events Quickly Filling 2020 Calendar

By: IASA Chapter Committee
Find Education Opportunities in Your Own Back Yard!

There are 24 IASA Local Chapters.  Each IASA Chapter is an autonomous entity working cooperatively with the International IASA organization.  Joining a local Chapter is a great way to meet other professionals within your general area and obtain education and information critical to your career. IASA Chapter events are some of the best values in the industry.

 

Chapters typically hold either luncheon, half-day, one-day or multiple day meetings.  Some Chapters join together for regional events that typically are two-day meetings.  Local Chapter events often include state regulators as either speakers or attendees.  Also, some Chapters include an Exhibitor Show as part of their Chapter meeting.

 

All in all,  IASA Chapter meetings are a great networking opportunity on the local level while you earn CPE credits at the best possible value.  Visit the Chapters Home Page for updates on upcoming chapter meetings and find one near you today!

Find Education Opportunities in your own back yard with IASA Local Chapter Events. 24 Chapters covering the United States, from California to New York/New Jersey and everything in between.

Key 2019 Annual Statement and Risk-Based Capital Changes Top Webinar in 2019

By: IASA
Caption area for photo.
NAIC Liaison, Connie Jasper-Woodroof, StoneRiver, presented the Key Annual Statement and Risk-Based Changes webinar in the e-Learning Webinar Series on December 17, 2019.  This will be the final Annual Statement webinar for Connie in the e-Learning Webinar Series prior to her upcoming retirement in 2020.  This webinar provides format updates for individuals involved in the preparation of the 2019 NAIC Statutory Annual Statements and Risk-Based Capital Reports, as well as the related accounting changes. The latest information from the NAIC December National Meeting regarding ongoing projects are also be included. Visit the e-Learning Webinar archives for the On-Demand version today!
Connie Jasper-Woodroof, NAIC Liaison for StoneRiver, delivered her highly popular Key Annual Statement and Risk-Based Changes webinar December 20, 2019.

Executives Take the Spotlight in November Webinar

By: IASA
Do we want a caption here?
Peter Drucker, one of the greatest influencers of management practices of all time, was credited with saying “Culture Eats Strategy for Lunch.”  At the time he said it, leaders were focused on creating strategic plans and trying to figure out how they were going to achieve their goals in the next 3 to 5 years.  Today, most of those plans remain in the binders on the shelves in the collecting dust or have been thrown away.  Digital transformations have intensified competition.   The main strategy for success in many organizations involves differentiation; often in the form of creating innovative customer-centric experiences or by leveraging advances in technology to bring new products and services to market faster.  Success often requires a fundamental shift in the mindsets and capabilities of those who are charged with delivery. It also requires a culture with the values and motivation to do so.  This session focuses on what it takes to build and sustain a high-performing culture.  It addresses some of the challenges leaders face trying to change cultures within their organizations and it provides insights organizations that have.

Login to the Member Archives for the On-Demand version now.
Cathy Ellwood, President of Ellwood Enterprises, delves into Executive Culture and its importance to overall company culture, in IASA's e-Learning Webinars Series, presented November 20, 2019.

A Message from the President

IASA 2019-2020 President, Carlos Correa

A “Time of Change” that was the message in my speech at the conference last year. I was referring to the innovation and advancement occurring in our industry. This is how I started my year as President. Who knew at the time how much of a “Year of Change” this would become? 

The year began with the departure of the Executive Director and the search for a replacement. This search took several months culminating successfully in the hire of Kerry Crockett.

IASA then started our strategic initiatives, which included changes and improvements to the annual conference. Our goal is to increase engagement on the show floor by bringing stages with content into the “Hive”. As the year progressed, we were all impacted by the COVID-19 Pandemic which forced us to shelter in place and change the way we work and live. I hope that everyone has been safe and healthy during these times and my condolences to those who have suffered a loss.

"May you live in interesting times" is an English expression which purports to be a translation of a traditional Chinese curse. While seemingly a blessing, the expression is normally used ironically; life is better in "uninteresting times" of peace and tranquility than in "interesting" ones, which are usually times of trouble. I have come to not like this saying very much. This year of my presidency has been altogether too interesting.

The Pandemic has forced us to pivot as a result IASA Exchange was born. We are excited to offer this virtual conference during what has become our new normal. We look forward to bringing the same great content to our members and thank all the staff and volunteers for their hard work in making this event a reality.

My time as president is now coming to an end. I am grateful and proud of how IASA has navigated these interesting times and I look forward to the great future the association has in store. As I said last year we can adapt to survive or innovate to thrive. IASA has done a great job of innovating during this challenging year. I look forward to the next time we can see each other in person, and I thank Kerry for her leadership this year and in years to come.

Thank you all.  

Carlos 
 
Read IASA President Carlos Correa's message to volunteers, recapping a year of unexpected change and opportunity for innovation.