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2008 ACLI Annual Conference Speaker Presentations, Sponsored by Mastercard
  
 
Boston, MA
October 19-21, 2008
  
 
The materials contained in these presentations are provided for general information purposes only and are not legal advice. ACLI does not warrant the accuracy or completeness of any information contained herein, and you should consult the appropriate legal and compliance staffs prior to taking any actions based on this information. ACLI did not prepare this information and does not hold any copyrights or other claims to the content of these presentations, and therefore cannot authorize any reproductions.
 
  

Speaker Presentations are sponsored by Mastercard worldwide.



Sunday
9:30am-12:15pm
   Successful Small Life Insurance Companies:
   Remaining Nimble in a Supersized World
.  
   Terence Martin

Monday
7:15 - 8:15 am
Hot Issue Breakfast - Assessing Current Credit Factors At Play Within The Life Insurance Industry
Kevin Ahern
Grace Osborne
Robtert Swanton

10:30am-Noon

   Regulators' Corner
   Sean Dilweg
    
   The Dilemma of Fair Value Accounting
   Andrew Edelsberg
   Ronald Friesen
   John Pintozzi
   Scott Trosset

   Optional Federal Charter: From Implementation to Impact
   Martin Grace
   B.J. Sanford
   Andrew Melnyk

   Opprotunities and Challenges Amid Turmoil 
   Handout 2 
   David Alberts
   Todd Erkis
   Henry Essert
   Ann Frohman
   Tim Goggin
   Gideon Pell
   Jan Schroeder

2:00 - 3:00 PM

   2008 Litigation Trends 
   Jeffrey Grantham
   Amy Posner
   Posner 2
   Carl Wilkerson

   Lessons Learned: The Credit Crisis
   Leo Grepin

   Annuity Initiative Roundtable
   J. Bruce Ferguson
   Shawn Hausman
   Ronald Panneton
   Catherine Weatherford

3:30 - 4:30PM

   Stranger-Oringinated Life Insurance
   James Hoffman
   Michael Lovendusky
   Lawerence Rybka

   Retirement Security: Workplace Savings for All Americans
   Douglas Fisher
   David John
   Jamie Ohl
   Walter Welsh
   Handout 2
   

   Digital Trust for Insurance-Maintaining Privacy, Security and
   Trust in Our Digital World

   Ronald Knode
   Robert McDonald 

Tuesday
9:45 - 10:45 AM

   Insurance Products & Patentability
   David Benoit
   Randall Brown
   Gary Hughes

   Solving the Puzzle: Retirement Income Security
   David John
   Roberta Rafaloff
   Robert Toth, Jr.
   Walter Welsh 

   Capital Market Securitization Changes and Implications for 
   U.S. Housing and Commercial Mortgage Markets
   
   Introduction to Principles-Based Reserving for Lawyers and
   Other Non-Actuaries
   Paul Graham
   Donald Henderson
   Peter Rice

11:00AM - 12:00PM

   Treasury and IRS Speak in 2008: Company & Product Tax Issues 
   Cecile Butler
   William Elwell
   Scott Lenz
   Pamela Olsen
   Mandana Parsazad

   Securities Regulation: A Technician's Perspective
   Jeffrey Puretz
   Carl Wilkerson

   Interstate Insurance Product Regulation Commission:
   Implementation and Beyond
   Mary Jo Hudson
   Hudson 2
   Hudson 3
   Cande Olsen

   Current Challenges in Medical Underwriting
   Dr. Marianne Cumming 

2:00 - 3:00 PM

   Legislative and Regulatory Challenges
   Kimberly Olson Dorgan
   Bruce Ferguson
   Gary Hughes
   Walter Welsh