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Model Audit Rule panel: life and P&C insurers

June 16 @ 2:30 pm - 4:00 pm EDT

Baker Tilly CPE Webinars

Participants of the free live webinar will be eligible for 1.5 CPE credits.


In this webinar, join Baker Tilly as we sit down with industry professionals to share insights on how organizations can refine their Model Audit Rule (MAR) program.

By considering both common misconceptions with MAR and lessons learned from other life and P&C insurance companies, this webinar can help your organization begin to define what you want from your MAR program, provide a blueprint to map your priorities and resources, and offer insights to ultimately reload your MAR program approach to add value.

  • John Romano, CPA, CIA, CFE, CITP, CSM, Partner
  • Christopher J. Tait, MBA, CISA, CCSK, CFSA, CCSFP, Principal
  • Flavia Stone, Manager, Controllers/Financial Controls & Compliance, GEICO
  • Kari Davis, Financial Reporting Controls Manager, American Family
Key learning objectives:
  1. Identify areas in your current Model Audit Rule (MAR) program that could be improved to increase effectiveness, efficiency and provide your business owners value-added recommendations
  2. Define common misconceptions with MAR and identify current trends in addressing MAR requirements
  3. Apply lessons learned from other life and P&C insurance companies to assist in achieving success at your company during these challenging times such as staffing models and shortages, systems and tools and MAR process ownership
Who should attend:
  • Internal audit and MAR insurance professionals involved in the testing and reporting of Internal Controls Over Financial Reporting (ICFR)
Information about CPE eligibility
  • Prerequisite(s): A person having an accounting related role in a law firm or other professional services business. There is no cost to attend this event.
  • Level: Overview
  • CPE credit: One and a half (1.5) hours total credit
  • Field of study: Auditing

A certificate of completion will be emailed to you four to six weeks following the event.

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Baker Tilly US, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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