Practical Considerations in Completing and Using Form F Efficiently and Effectively
Sept. 28, 2018 | Noon to 1 p.m. EDT | CE available
  • Member: $50 (Discount code required.)
  • Nonmember: $100
  • Government Regulators: Free (Register by email.)

“The requirements within the Insurance Holding Company System Model Act (#440) and supporting Insurance Holding Company System Model Regulation (#450) related to the annual filing of an Enterprise Risk Report (Form F) became effective for NAIC accreditation purposes on January 2016. Since then, NAIC accredited lead states are now receiving and reviewing Form F filings on an annual basis.”NAIC Enterprise Risk Report (Form F) Implementation Guide

Many companies find the NAIC’s Form F (the Enterprise Risk Report) to be a challenge to complete. Confusion can arise with respect to the role of Form F as compared to other regulatory reporting mechanisms, such as Own Risk and Solvency Assessment (ORSA).

This webinar shares perspectives on Form F’s role in the regulation of insurers and provide practical considerations in completing and using Form F. Panelists include members of the Academy’s ERM/ORSA Committee who have assisted in the filing of Form F, as well as an NAIC representative that works with state regulators on Form F requirements.
The American Academy of Actuaries believes in good faith that attendance at this live webinar constitutes an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States, and that attendees may earn up to 1.2 CE credits for attending this live webinar.

David Heppen is a property/casualty actuary with over 25 years of experience serving insurers, reinsurers, and self-insureds in identifying, quantifying and managing risk. As a senior consulting actuary, he assists regulators and insurers in risk-focused examinations, market conduct examinations, rate filing reviews including predictive modeling-based filings, reinsurance risk transfer, and ERM and ORSA reviews.
‚ÄčDavid Heppen


Bruce Jenson
Bruce E. Jenson is the senior manager over solvency monitoring in the Financial Regulatory Services Division of the NAIC. He provides guidance and support to the financial examination and analysis processes, including implementation of risk-focused surveillance. Jenson oversees the NAIC support provided to the financial analysis and examination functions of state insurance departments, and provides primary staff support to the Group Solvency Issues Working Group, the Risk-Focused Surveillance Working Group, the NAIC/AICPA Working Group and the ORSA Implementation Subgroup of the NAIC. Prior to the NAIC, Jenson worked approximately four years in public accounting firms, and specialized in providing audit, contract examination and other services to insurance industry clients. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA).

Michelle Young is a life actuary with more than 10 years of experience in reinsurance, including pricing, valuation, and risk management. As a director of risk management for SCOR, her responsibilities include leading the ORSA process in the Americas. She is a member of the Academy’s ERM/ORSA Committee and a Friend of the Society of Actuaries’ Leadership and Development Section.
Michelle Young
Navid Zarinejad is a senior vice president and the head of risk & regulatory reporting at Sompo International. Prior to joining the company, Zarinejad held various risk and actuarial positions at insurance companies, an accounting firm, and an overseas regulator. Zarinejad is a Fellow of the Casualty Actuarial Society (CAS), a Member of the American Academy of Actuaries, and a Chartered Property Casualty Underwriter. He currently serves on several industry committees, including the Academy’s ERM/ORSA Committee, the CAS Committee on the Theory of Risk, and the CAS Cyber Risk Task Force.
Navid Zarinejad
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  • For more information about this webinar, contact Kristina Jackson at 202-223-8196 or kjackson@actuary.org.