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27 Aug 2021
Meet JL: 2021 Recruiting Open House
During this virtual open house students had the opportunity to learn more about who we are, what we do, and why our team members enjoy working here! Students also had the opportunity to connect with our employees in a small […]
23 Apr 2021
During this webinar, our panel discusses measuring mission impact and using strategy to drive mission outcomes. Our presenters share insights into their organizations’ missions and their views regarding quantifying and measuring impact. The discussion will highlight efforts to standardize measurements, […]
25 Apr 2017
Master Trust Reporting Changes Are In
In December we shared information regarding Proposed Changes to Master Trust Reporting and the implications to employee benefit plans (EBP) that invest in master trusts. The proposal was adopted and the final ASU 2017-06, Employee Benefit Plan Master Trust Reporting has been released. The […]
11 Aug 2021
MAR-velous Compliance: How the Model Audit Rule and Internal Control Processes Fit Together
This session covered Model Audit Rule (MAR) compliance and managing internal control processes. Participants gained an understanding of the purpose and intent of MAR requirements, expectations of regulators on detail and content of MAR documentation and testing, and how MAR […]
07 Feb 2025
MAR and Emerging Cybersecurity Risks: Protecting the Integrity of Financial Reporting
Compliance with Model Audit Rule 205 (MAR) demands more than just well-documented financial reporting processes. As insurers cross premium thresholds of $300 million or $500 million, they shoulder additional governance responsibilities that increasingly intersect with cybersecurity. In a digital world, […]
10 Oct 2017
Mapping of NYDFS Cybersecurity Regulations to NAIC Insurance Data Security Model Law
The cybersecurity threats posed to electronic data are ever growing. Cybercriminals can cause significant losses for regulated entities as well as consumers whose private information may be exposed. Insurance companies and other organizations regulated by the New York State Department of Financial […]
17 May 2016
Managing Your Organization's Budget - Top 4 Tips You Can Use
Budgeting is a process most not-for-profits undertake annually. Although budgeting can be time-consuming and difficult, it doesn’t have to be! We will discuss best practices and provide tips on: Budget planning Budgeting key areas of the financial statement Presenting budgets […]