Insurance professionals learn, network, and enhance their expertise through participation in LOMA committees.
Learn about each committee's focus and its membership requirements. We hope you are interested in joining one of our committees!
Studies and discusses current trends, strategies, and practices pertaining to the diverse responsibilities that 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. Members must be employed by a LOMA member insurance company.
LOMA Staff Liaison:
Dave Levenson
Phone: 860-285-7882
Email: dlevenson@limra.com
Administrative Liaison:
Susie Kirk
Phone: 770-984-3789
Email: kirks@loma.org
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; an officer and direct report to the CRO with significant managerial responsibilities with the company’s ERM program will be considered at the discretion of the current members. Members must be employed by a LOMA member insurance company.
LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org
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 the overall FP&A function or one or more of the following functions: financial forecasting, allocations, budgeting and planning, expense management. Members must be employed by a LOMA Member insurance company.
LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org
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. Members must be employed by a LOMA Member insurance company.
LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org
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 should be the Treasurer or Assistant Treasurer; an officer and direct report to the Treasurer with significant managerial responsibilities will be considered at the discretion of the current members. Members must be employed by a LOMA Member insurance company.
LOMA Staff Liaison:
Angie Norman
Phone: 770-984-6438
Email: norman@loma.org
Our antitrust policy and the rules of conduct and compliance procedures govern all LOMA activities.
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.