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COVID-19 Special: Preparing The Workplace for Returning Employees

August 6, 2020

Shownotes On this episode, we welcome a team from KPMG. KPMG operates in 147 countries, employing more than 219,000 people.  They serve the needs of business, governments, public-sector agencies, not-for-profits; and through member firms’ audit and assurance practices, the capital markets. The first of our guests is Melanie Henderson. Melanie is a senior executive in the …

Read moreCOVID-19 Special: Preparing The Workplace for Returning Employees

COVID-19 Special: The Corporate Challenges of The Virus

May 28, 2020

Shownotes Patricia Renzi is a principal at Milliman and CEO of its Life Technology Solutions. The division provides products and services related to financial and risk reporting and projections.  These include Integrate™, MG-ALFA®, and MG-Triton®. Pat joined the firm in 1999, and she was elected to its board of directors in 2015. She joins us …

Read moreCOVID-19 Special: The Corporate Challenges of The Virus

Ep. 134: Legislative Insurance Restructuring Tool for Legacy Deals

October 15, 2019

Shownotes Luann Petrellis is an insurance professional that provides advice and consultation services for insurance restructuring and runoff transactions for every type of business. She has over 20 years of experience working in executive positions for global insurance and reinsurance companies such as Berkshire Hathaway, Inc., and White Mountains Insurance Group. Luann earned her J.D. …

Read moreEp. 134: Legislative Insurance Restructuring Tool for Legacy Deals

Audits, Investigations, and Market Conduct Exams | CDD

August 29, 2019

Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, former regulator and corporate attorney, Kay Godfredsen, shares her dos and don’ts for market conduct exams.  Her secret for success: Make sure you understand the scope and goal of the investigation.  And don’t make assumptions about the regulator knows …

Read moreAudits, Investigations, and Market Conduct Exams | CDD

Franchise Taxes | CDD

August 22, 2019

Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Tameika Johnson, Annual Returns & Corporate Tax Filings Supervisor at Insurance Licensing Services of America, Inc., shares her dos and don’ts for franchise taxes.  Her secret for success: Start by determining if you have nexus in a state.  Don’t …

Read moreFranchise Taxes | CDD

Ep. 116: Reinsurance 101

June 11, 2019

Shownotes Larry Schiffer is a partner at Squire Patton Boggs LLP. Squire Patton Boggs LLP is a firm with an extensive list of business law experts with offices in 20 countries across five continents. Larry’s expertise is in the areas of insurance, commercial, and reinsurance litigation as well as arbitration and mediation. He obtained his …

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