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Financial & Strategic Management Commitees

Enterprise Risk Management (ERM) Committee

Focuses on current trends, strategies, and best practices pertinent to the ERM function of insurance companies including, but not limited to, risk assessment, measurement, modeling, management applications, monitoring, and oversight.

Membership Requirements:
Members should be the Chief Risk Officer at the enterprise level or person with significant managerial responsibilities with the company's ERM program.

LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org

Financial Planning & Analysis Committee

Identifies and addresses programs, practices, and current trends related to a broad range of financial planning and analysis issues in the financial services industry. Topics addressed include but are not limited to: financial forecasting, allocations, budgeting, and planning (including capital budgeting and cost benefit analysis), expense management, improving management reporting as well as tools and technologies employed in these areas.

Membership Requirements:
Members should be officer level and have primary responsibility for one or more of the following functions: financial forecasting, allocations, budgeting and planning, expense management.

LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org

Investment Committee

Studies and discusses current trends, strategies, and practices pertaining to the diverse responsibilities which comprise the Investment Management function of financial services companies; including, but not limited to: discussion of the current investment market and the impact on existing products, analysis of new and emerging investment instruments, asset/liability management and developing and identifying appropriate methodologies for measuring the financial performances of individual investments and investment portfolios.

Membership Requirements:
Members must be either the Chief Investment Officer or have significant responsibilities in the Investment Department.

LOMA Staff Liaison:
Curtis Conner
Phone: 860-285-7885
Email: cconner@limra.com

Investment Operations Committee

Studies and discusses current trends, strategies, and practices pertaining to the diverse responsibilities, which comprise the Investment Operations of life insurance companies. This includes all aspects of the back-office operations of supporting the Investment activities such as, but not limited to: accounting, regulatory and compliance issues, system support, valuing investments, and insurance company involvement in securities industry initiatives.

Membership Requirements:
Members must be either the Head of Investment Operations or have significant managerial responsibilities in the Investment Operations area. Most members are director level or above.

LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org

Treasury Operations Committee

Studies and discusses current trends, strategies, and practices pertaining to the diverse responsibilities which comprise the Treasury Operations of financial services companies; including but not limited to: projecting and administering cash flows, conducting bank relations, and effectively employing cash resources within the overall corporate financial management process. The committee also aids in identifying session topics and speakers for the LOMA Financial Inforum (an annual conference). Most committee members also attend this conference.

Membership Requirements:
Members must be the Treasurer, Assistant Treasurer or officer with significant managerial responsibilities within the treasury area. 

LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org

Contact Us

If you are employed by a LOMA member company and are interested in participating on a Financial and Strategic Management Committee, send an email to us at financial@loma.org.