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Katie School of Insurance and Risk Management

Insurance Financial Regulators

Insurance Regulator Education Foundation's Annual Golf Outing

This year's event, formerly known as the Kenneth W. Smith Memorial, will be held on Monday, August 21, 2017 at Arrowhead Golf Club in Wheaton, Illinois. The schedule for the event is as follows: 

  • 11 AM - Registration & Lunch
  • 12 PM - Shotgun start
  • 4 PM - Reception
  • 5 PM - Dinner & Program

Proceeds from this event help support the annual Katie School Regulators Program. The cost to participate is $500 for a single golfer or $400 per registration for two or more golfers. Access the mail registration form by clicking here or contact Janet Patrick ( or 217-78-1010) at the Illinois Insurance Association for more information.

Katie School Financial Regulators Program Overview

The Insurance Financial Regulators Program at the Katie School of Insurance is a program for insurance financial examiners and analysts to gain fundamental knowledge of key functions, emerging issues, and to develop critical skills. The program is nine days and runs over a weekend.  The program changes annually based on needs of regulators but common topics include:

  • Industry Outlook (Life, Health, and P&C Issues)
  • Reserving Analysis
  • Identifying Troubled Companies (Case Studies on Insurance Company Failures)
  • Reinsurance
  • The Role and Challenges of the Insurance Financial Regulator
  • Financial Statement Analysis
  • Legislative and Regulatory Issues
  • Role of Other Industry Analysts
  • Risk Assessment Through Interviewing
  • ORSA

Program Sponsors:

Funding for the Insurance Financial Regulators Program comes from several sources. The primary sponsor for the program is the Insurance Regulators Educational Foundation (IREF). Funding from IREF comes from an annual summer golf outing and a fall symposium on insurance regulation issues.

In addition, The Institutes Griffith Insurance Education Foundation collaborated with IREF/Katie to provide certain non-partisan, non-advocative, instructional content.

Additional program sponsors include:
National Association of Insurance Commissioners (NAIC)
The Illinois Life and Health Insurance Guaranty Association

Sponsorship for international regulators may also be available from the United State Treasury Department and other funding organizations. Contact the Katie School for details on which countries may be eligible for grants.

Instructors for the program come from a combination of professionals from the regulatory, academic and industry community 

Classroom 2016 Group
Sign Study sesh

2017-07-17T15:35:05.876-05:00 2017