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Joanne Smith

Senior Manager

CFE, MCM
Professional Designations
Certified Financial Examiner. Lead State Examiner-In-Charge for Coordinated Financial Examinations.
What She Does
Joanne loves to get lost in a good book, go on hikes, and spend quality time with family and friends.
Outside of Work
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Profile

Professional

Profile

Who She Serves: Insurance Regulators

Industry Involvement

  • Member, Society of Financial Examiners
           Secretary, SOFE Executive Committee
           Member, SOFE Board of Governors
    Co-Chair, SOFE Publications Committee
  • Member, Insurance Regulatory Examiners Society
  • Member, AICPA
  • Member, Insurance Accounting & Systems Association

Firm Involvement

  • Exam Project Manager
  • Leader, Risk-Focused Examination Training Programs

Education

  • BBA in Professional Accounting and Spanish Relations, Mercer University

Recent Presentations

  • “Fast Track Your Test Track: Phase 3 Control Testing Best Practices” – SOFE Virtual Career Development Seminar – 2020
  • “Frozen Inherent Risk Assessments: If Low, Let it Go!” – SOFE Virtual Career Development Seminar – 2020
  • “Decoding the Regulatory Mindset on Internal Controls & COVID-19 Impacts” – Johnson Lambert Webinar – 2020