The below webinar recording is from our 2022 Model Audit Rule (MAR) panel discussion focusing on life and property and casualty insurance organizations. For a more in-depth look into MAR, and to learn more about our MAR approach, check out our MAR webpage.

In this webinar, Baker Tilly sat 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, Principal

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

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

Define common misconceptions with MAR and identify current trends in addressing MAR requirements

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

To learn more about MAR programs or how Baker Tilly can help your organization, contact our team.

Chris Tait is a principal with Baker Tilly’s risk advisory practice. He has been with the firm since 2003. He has more than 20 years of experience providing technology related consulting and assurance services to financial institutions. Chris’ experience includes information technology (IT) auditing and risk management, IT assessments, IT operations management, IT strategy development, package systems selection and implementation, business process redesign and custom systems development in a wide variety of environments.

In this webinar, insurance industry professionals will share insights on how organizations can refine their Model Audit Rule (MAR) program.

The financial services industry continues to diversify, but competition and more complex vendor relationships make determining business strategy more complicated.

Baker Tilly financial services practice leaders collaborate with a wide range of financial services companies to help move organizations toward the future they envision.

financial-services-hero-video.mp4

Navigating the ever-changing insurance industry while also meeting compliance requirements and staying ahead of quickly developing technology can be overwhelming. Chart your legacy and reach your financial and operational goals: Your journey starts here.

Baker Tilly assists insurance organizations – including health, life, P&C, reinsurance, captive and insurtech – with risk management, internal audits, ESG and more.

Insurance Hero V3.m4v

Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.

Baker Tilly risk advisory professionals support clients in managing risk, ensuring regulatory compliance, protecting information, optimizing operations and enhancing organizational performance.

Cybersecurity Header_V2.mp4

CMMC compliance.mp4

risk-advisory-hero-video.mp4

Leverage industry-specialized internal audit services for organizational success.

Baker Tilly’s internal audit services professionals use a forward-looking, industry-fluent approach to help clients address emerging risks, streamline business processes and strengthen internal controls.

By taking steps to prepare, improve or enhance your model audit rule (MAR) program, you will be able to increase its overall efficiency and effectiveness, subsequently benefiting your organization in the long term. Start your journey now, for tomorrow.

Ensure your Model Audit Rule (MAR) program is effective and efficient: Understand the controls, identify weaknesses and remain compliant.

Drive a more efficient and effective SOX compliance program.

Baker Tilly’s SOX professionals help enhance internal control over financial reporting environments, identify process efficiencies and reduce Sarbanes-Oxley compliance costs.

Model Audit Rule panel: life and P&C insurers

Deadline approaching for pre-approved retirement plan restatements

Model Audit Rule panel: life and P&C insurers

Explore MAR

Presenters:

Panelists:

Key learning objectives:

Contact our team

Related sections

Article Tags

Deadline approaching for pre-approved retirement plan restatements