Expert Panel - Insurance 

About the Expert Panel
The Insurance Expert Panel serves the needs of AICPA members on financial and business reporting and audit and attest matters. The expert panel protects the public interest by bringing together knowledgeable parties in the insurance industry to deliberate and come to agreement on key insurance issues.

Expert Panel Projects

Revisions to the AICPA Insurance Audit and Accounting Guides to address application of AU-C 800, Special Considerations—Audits of Financial Statements Prepared in Accordance With Special Purpose Frameworks, to financial statements prepared in accordance with the insurance statutory basis of accounting: FinREC and the Insurance Expert Panel have recently submitted the following comments to the standard setting bodies:
The expert panel participated in a live webcast on Current GAAP and Statutory Issues for Insurance Entities. An archive of this webcast is available online.
Technical Questions and Answers Section 9180.01: Required Supplementary Information - Required Supplementary Information in Historical Prior Periods and Auditor Independence of the Entity
AICPA NAIC Task Force:

Past Meeting Highlights

December 7-8, 2016

November 1 and 17, 2016

December 16-17, 2015

September 28, 2015 (Afternoon)

September 28, 2015 (Morning)

Archived Meeting Highlights

Members of the Expert Panel

Steve Belcher (Chair), MetLife Insurance Company

James Atkinson, Chubb Group

Jennifer Austin, KPMG LLP

Donald Doran, PWC LLP

Matthew Farney, Genworth Financial

Jim Greisch, RSM US LLP

Andrea Iacoboni, Nationwide Insurance Company

Margie Keeley, The Hartford Financial Services Group

Bridget Lenz, The Allstate Corporation

David Moore, Postlethwaite & Netterville

Girish Ramanathan, AIG

Kevin Ryals, Dixon Hughes Goodman LLP

Greg Schlaefer, Ernst & Young LLP

Rick Sojkowski, Deloitte LLP

Learn more about the Expert Panel members by reading their biographies.

Staff Contact

Kim Kushmerick, Technical Manager

Expert Panel Recommended Guidance


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