Information Technology Examinations (Financial and Market Conduct)
Financial Analysis Assistance, including Form A reviews, ORSA, and Insurance/Group Profile Summary and Holding Company Analysis
"Integrating and connecting to our clients to provide knowledge and expertise during the examination process establishes us as a trusted partner in the insurance regulation industry."
LeeAnne has over 20 years of experience providing audit and business advisory consulting services to clients. LeeAnne has participated in leadership roles on a number of risk-focused financial and Information Technology (IT) examinations as well as operational and internal controls reviews. In addition to her financial exam responsibilities, LeeAnne also oversees the team of RRC IT specialists. Her financial and IT examination experience includes serving as a subject matter resource on several large insurance company risk-focused examinations related to the assessment of corporate governance, ERM and internal audit functions, and risks and controls documentation. LeeAnne has also been providing Group Supervisory Assistance to an Insurance Regulator for the past two plus years.
LeeAnne is a frequent provider of training on numerous risk management and information technology topics at trade conferences, such as the SOFE CDS and NAIC Insurance Summit, and at numerous state insurance departments. She contributes, as an interested party, to the evolving NAIC guidance relating to Solvency Modernization Initiatives (SMI), and follows the activities of several NAIC committees and working groups related to risk-focused financial and IT examinations, financial analysis, and international regulatory matters. Further, LeeAnne is one of RRC’s leader on the use of Own Risk and Solvency Assessment (ORSA) related information as it pertains to financial examinations.
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