aaim 125 annual meeting · 2016-09-19 · aaim 125th annual meeting september 25 – 28, 2016...

AAIM 125th ANNUAL MEETINGFinal Program Guide and InformationSeptember 25 – 28, 2016The Westin Downtown AustinAustin, Texas

AAIM 125th ANNUAL MEETING September 25 – 28, 2016

Welcome to Austin, Texas for the 125th Annual Meeting of the American Academy of Insurance Medicine!

I am delighted that you are able to join friends and colleagues at The Westin Austin Downtown, a new boutique hotel nestled close to the well-known 6th Street music district, as well as plenty of interesting restaurants, galleries and shopping.

It has been a fun year working with Program Chair Dr. Lisa Papazian and her energized Scientific Program Committee to create this educational meeting for you. Her team thoughtfully considered feedback from AAIM members and designed a program that includes traditional topics of interest to medical directors as well as topics that are salient for the changing times in our profession and industry.

WELCOME LETTER FROM THE PRESIDENT

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I hope you have signed up for one of the Sunday afternoon activities and if you are a guest, that you will take advantage of the wonderful daytime excursions that are available.

The Welcome Reception will be held in the ground floor lobby and bar area of the hotel and will feature some locally-inspired cuisine. On Tuesday night you will be bused off for the Farewell Dinner to a unique venue. The Deep Eddy Vodka Distillery will be the setting for some classic Texas food provided by The Salt Lick BBQ as well as two food trucks, Cheese for a Reason and The Ginger Armadillo. And speaking of armadillos, be prepared to have some fun with armadillo races! The evening will be capped off by live music [and yes, you can dance] by The People's Choice, one of Austin’s most sought-after local bands.

I hope that you find that this event provides you with helpful educational material for your career as well as a fun opportunity to reconnect with friends and colleagues from around the globe. It has genuinely been a pleasure and a privilege to serve you as the President of AAIM over the past year. My deepest thanks to Dr. Lisa Papazian, her Scientific Program Committee and to Unconventional Planning for making this meeting happen!

Karen Blackstone, MD, DBIMAAIM President 2015-2016


THANK YOUTo all of my hardworking and dedicated Scientific Program Committee friends: Thank you! It has been such a pleasure working with you all, a very talented, creative and fun group of people. Collectively, we have created a wonderful, thoughtful, interesting, and educational 2016 AAIM Meeting. Thank you for your contributions!

Lisa Papazian, MD AVP & Medical DirectorSun Life Financial, Wellesley Hills, MAChair, AAIM 125th Annual Meeting Scientific Program Committee

Karen Blackstone, MD President Shorewood, MN Blackstone Relative Risk, LLC

Mark Bell, MD AVP, Medical Director Hartford, CT Lincoln Financial Group

J. Manuel Calero, MD Medical Director New York, NY New York Life

Jennifer Hodge Continuing Education Project Manager San Antonio, TX Dannemiller

Theresa Koester, MD Associate Medical Director Cincinnati, OH Western & Southern Financial Group

Sheila MacDonnell, MD AVP and Medical Director Boston, MA John Hancock

Paul Nittoli, MD Medical Director Springfield, MA MassMutual Financial Group

Georgiana Pascutiu, MD Medical Director Toronto, ON RGA International

Barbara Senatore, MD Medical Director New York, NY New York Life Insurance Company

Nicole Simpson, MD AVP and Medical Director Springfield, MA MassMutual Financial Group

Tim Steffen, MD VP and Medical Director Cincinnati, OH Ameritas

Michael Wetzel, MD VP and Medical Director Plymouth, MN Prudential Financial

John White, MD VP and Chief Medical Director Galveston, TX American National Insurance Company

Monica Wilson, MD VP and Medical Director Toronto, ON Swiss Reinsurance Company Limited

AAIM 125th ANNUAL MEETING SCIENTIFIC PROGRAM COMMITTEE

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OFFICERS

President Karen Blackstone, MDPresident-Elect Michael Moore, MDVice President John White, MDSecretary Treasurer Justine Lee, MDEducation Vice President Robert M. Feingold, MDFinance Vice President Robert Watson, MDEditor, Journal of Insurance Medicine Ross MacKenzie, MDImmediate Past President Cliff Titcomb, MD

CHAIRPERSONS OF STANDING COMMITTEES

Membership Paul Higgins, MDMortality/Morbidity Steven Rigatti, MDProfessional & Public Relations Clifford Hale, MDFinance Robert Watson, MDBoard of Insurance Medicine Sheila MacDonnell, MDProgram Chair 2016 Meeting Lisa Papazian, MD

ELECTED MEMBERS OF EXECUTIVE COUNCIL

Term through 2016 Keith Clark, MD Sheila MacDonnell, MD Kevin Somerville, MD

Term through 2017 Jeffrey Grubbe, MD John LoCascio, MD Ken Smith, MD

Term through 2018 Steve Dunlap, MD Tim Meagher, MD Dan Zamarripa, MD

OTHER MEMBERS OF EXECUTIVE COUNCIL

Past Presidents Ken Krause, MD Gina Guzman, MD Brad Heltemes, MD

CHAIRPERSONS OF OTHER COMMITTEES AND DELEGATES(non-voting representatives to the Executive Council)

AMA Delegate Deborah Smart, MDAMA Alternate Delegate Dan George, MDICLAM Representative Michael Clark, MD

2015-2016 AAIM OFFICERS, CHAIRPERSONS,DELEGATES AND EXECUTIVE COUNCIL MEMBERS

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2nd FLOOR

3rd FLOOR

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FLOORPLAN


DATE ACTIVITY LOCATION TIME

SUNDAYSeptember 25

Registration and Information Desk Continental Ballroom Foyer 12:00 – 18:00

Pre-Conference Course: Basic Mortality Methodology

Joplin Room 08:00 – 17:00

FIRST TIMERS’ RECEPTION Stella San Jac/Lobby Bar 17:30 – 18:00

WELCOME RECEPTION Stella San Jac/Lobby Bar 18:00 – 20:30

MONDAYSeptember26


DELEGATE BREAKFAST Paramount Ballroom 07:00 – 07:45

Greetings/Business and Recognition of the 125th Anniversary of AAIM

Continental Ballroom 07:45 – 08:05

Platform: The Value of Insurance Medical Directors


Platform: Pandemics and the Insurance Company Medical Director


REFRESHMENT BREAK Continental Ballroom Foyer 10:10 – 10:30

Platform: Congenital Heart Disease in Adults


Platform: Brain Injury, the Post-Concussive State and Chronic Traumatic Encephalopathy


LUNCH Paramount Ballroom 12:40 – 14:00

Workshops:The Future of Insurance Medicine Continental Ballroom II 14:00 – 15:15

Hereditary Cancer Syndromes The Gallery 14:00 – 15:15

Disability Claims Continental Ballroom III 14:00 – 15:15


Workshops:

The Business of Being a Contracting Insurance Medical Director

Continental Ballroom II 15:30 – 16:45

Hereditary Cancer Syndromes (repeat) The Gallery 15:30 – 16:45

Disability Claims (repeat) Continental Ballroom III 15:30 – 16:45

FREE EVENING

Schedule as of September 10, 2016. Times and presentation topics are subject to change.

AAIM 125th ANNUAL MEETING – PROGRAM OVERVIEW

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TUESDAYSeptember27



Greetings / Business Continental Ballroom 07:45 – 08:00

Platform: Targeted Cancer Immunotherapy


Platform: Updates on Hepatitis C Continental Ballroom 09:10 – 10:10

REFRESHMENT BREAK Continental Ballroom 10:10 – 10:30

Platform: Blood Pressure Ratings vs. Actual Risk, A Growing Disparity?

Continental Ballroom Foyer 10:30 – 11:30

Platform: Interstitial Lung Disease and Pulmonary Hypertension


BUSINESS MEETING / LUNCH Paramount Ballroom 12:30 – 14:00

Workshops:Mortality Analysis Made Easier Continental Ballroom II 14:00 – 15:15

Big Data’s Role in Insurance Medicine Continental Ballroom III 14:00 – 15:15

Renal The Gallery 14:00 – 15:15


Workshops:Mortality Analysis Made Easier (repeat) Continental Ballroom II 15:30 – 16:45

Big Data’s Role in Insurance Medicine (repeat)

Continental Ballroom III 15:30 – 16:45

Renal (repeat) The Gallery 15:30 – 16:45

FAREWELL EVENING Deep Eddy Vodka Distillery 18:30 – 22:00

(meet in the Hotel Lobby at 17:45 for 18:00 departure)

WEDNESDAYSeptember28



Greetings / Business Continental Ballroom 07:55 – 08:00

Platform: Systemic Lupus Erythematosus – Morbidity and Mortality


Platform: Updates in HIV Continental Ballroom 09:00 – 10:00


Platform: Oncology – IPMN and Other Pancreatic Neoplasms


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SUNDAYSeptember 25

Optional Activity: Austin Highlights City Tour

Meet in the Hotel Lobby 12:45 – 17:00

Optional Activity: Kayaking on Lady Bird Lake


WELCOME RECEPTION Stella San Jac/Lobby Bar 18:00 – 20:30

MONDAYSeptember 26

Optional Activity: Express Yoga Roof Top 06:30 – 07:15

SPOUSE/GUEST BREAKFAST Saxon Room 08:00 – 09:30

Optional Activity: Wimberley Art and Wine Tour


Optional Activity: Austin Hybrid Food Tour


TUESDAYSeptember 27


SPOUSE/GUEST BREAKFAST Saxon Room 08:00 – 09:30

Optional Activity: Lady Bird Johnson Wildflower Center Tour


FAREWELL DINNER Deep Eddy Vodka Distillery 18:30 – 22:00

(meet in the Hotel Lobby at 17:45 for 18:00 departure)

WEDNESDAYSeptember 28


SPOUSE/GUEST BREAKFAST Paramount Ballroom 08:00 – 09:30

Pre-registration is required; please check with the Registration Desk for availability.

AAIM 125th ANNUAL MEETING – SOCIAL AND SPOUSE/GUEST PROGRAM

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MISSION STATEMENTTo provide Insurance Medical Directors with lifelong quality education that develops and increases knowledge, competence and professional skills used in life, health, disability and long-term care insurance. This will be accomplished through the offering of diverse educational activities including seminars, conferences, lectures, and workshops using effective learning methods as approved by the American Academy of Insurance Medicine.

The Academy will also endeavor to assist other organizations with an interest in insurance medicine and who provide quality education to their membership by providing joint sponsorship for approved programs.

GOALSTo provide both new and experienced medical directors with the latest clinical and risk classification information for a wide variety of medical impairments.To present important topics from our Core Body of Knowledge that are not covered in other educational activities.

TARGET AUDIENCEThis course is designed for physicians, AAIM members, nurses, underwriters, and other insurance professionals with the requisite medical knowledge.

NEEDS ASSESSMENTThe landscape of medical care is ever changing. Knowledge is gained, technology is improved, life-spans are increased, and it can be exceedingly difficult for healthcare and insurance professionals to stay abreast of the latest breakthroughs in morbidity management. This activity will apprise participants of the latest in medical abilities and what it means for patients and their insurance.

PHYSICIANSDannemiller designates this live activity for a maximum of 21.0 AMA PRA Category 1 Credit(s)TM. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

DISCLOSURESIn accordance with the Accreditation Council for Continuing Medical Education (ACCME), Dannemiller requires that any person who is in a position to control the content of a CME activity must disclose all relevant financial relationships they have with a commercial interest:

The following faculty have all disclosed that they have no relationship with commercial interests:

Dr. Karen Blackstone Jason Bowman Karan Ciotti

Dr. Michael Clark Dr. Stephen Derbes Dr. Michael Fulks

Mariana Gomez-Volk Dr. Hope Hubbard Dr. James Le Duc

Dr. John LoCascio Dr. Bruce Margolis Dr. Ankit Mehta

Dr. Loraine Oman-Ganes Dr. Georgiana Pascutiu Dr. Rodney Richie

Dr. Steven Rigatti Dr. Nicole Simpson Dr. Richard Temple

Dr. Melanie Thompson Dr. Cliff Titcomb Dr. Charlotte von Bodelschwingh

Dr. Michael Wetzel Dr. John White

THE AMERICAN ACADEMY OF INSURANCE MEDICINE EDUCATIONAL MISSION

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DISCLOSURES (continued)The following faculty have disclosed that they have the following financial relationship with commercial interests:

Dr. Wayne Franklin Speaker and Consultant/Advisory Board Member: Actelion US and Bayer

Dr. Rayne Rouce Consultant/Advisory Board Member: Novartis Pharma

Dr. Matthew Katz Speaker: Abbvie and Alcresta Therapeutics, Inc.

The following individuals involved in the planning and development of this activity have reported no financial relations with commercial interests:

Dr. Karen Blackstone Dr. Mark Bell Dr. Manuel Calero

Dr. Theresa Koester Dr. Sheila MacDonnell Dr. Paul Nittoli

Dr. Lisa Papazian Dr. Georgiana Pascutiu Dr. Barbara Senatore

Dr. Nicole Simpson Dr. Tim Steffen Dr. Michael Wetzel

Dr. John White Dr. Monica Wilson

To resolve identified conflicts of interest, the educational content was fully peer-reviewed by a physician member of the Dannemiller Clinical Content Review Committee who has nothing to disclose. The resulting certified activity was found to provide educational content that is current, evidence-based, and commercially balanced.

ACCREDITATIONThis activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of Dannemiller and AAIM. Dannemiller is accredited by the ACCME to provide continuing medical education for physicians. In order to receive CME credits, please complete and submit the evaluation form provided.

OFF LABEL DISCLOSUREThis educational activity may contain discussion of published and/or investigational uses of agents that are not indicated by the FDA. The opinions expressed in the educational activity are those of the faculty. Please refer to the official prescribing information for each product for discussion of approved indications, contraindications, and warnings. Further, attendees/participants should appraise the information presented critically and are encouraged to consult appropriate resources for any product or device mentioned in this program.

DISCLAIMERThe content and views presented in this educational activity are those of the authors and do not necessarily reflect those of Dannemiller or AAIM. This material is prepared based upon a review of multiple sources of information, but it is not exhaustive of the subject matter. Therefore, healthcare professionals and other individuals should review and consider other publications and materials on the subject.

Jointly Provided by and the American Academy of Insurance Medicine.


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Evaluations

In order to certify that you have participated in this CME activity and receive the certificate of attendance, you must complete a conference evaluation.

Please visit http://www.dannemiller.com/aaim2016 to create your account and start filling out the evaluation. You can either complete a section at a time and save your progress, or you can wait until after the conference to complete the full evaluation in one sitting. Your certificate of attendance will be generated automatically when you submit your online evaluation.

GENERAL INFORMATION

Charging stations for your mobile devices are available at the back of the Continental Ballroom.

Complimentary Wi-Fi is available throughout the meeting space. To connect to the Wi-Fi, select the “Westin Conference” network and enter the password “aaim2016”.

Ways to connect with AAIM:


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*Daily schedule as of September 10, 2016. Times, topics and speakers are subject to change.

MONDAY, SEPTEMBER 26 ALL PLATFORM PRESENTATIONS WILL TAKE PLACE IN THE CONTINENTAL BALLROOM.

07:45 – 08:05 Greetings / Business Recognition of the 125th Anniversary of AAIM

Karen Blackstone, MD, DBIM President, Blackstone Relative Risk, LLC, Shorewood, Minnesota AAIM President

08:05 – 09:00 Platform: The Value of Insurance Medical Directors Moderator: Lisa Papazian, MD Assistant Vice President and Medical Director, Sun Life Financial, Wellesley Hills, Massachusetts

Bruce Margolis, DO, MBA, CHIE Medical Director, Insurance Services, Clinical Reference Laboratory, Lenexa, Kansas

Mariana Gomez-Vock, BA, JD Senior Counsel, American Council of Life Insurers, Washington, DC

LEARNING OBJECTIVES:

Review the historical role of the Insurance Medical Director; role of AAIM Outline the changing spheres of influence over time– from within to without

Review the key medical issues faced by the industry (past, present, future) and the role of the Medical Director in shaping outcomes:

•HIV

•Genetics

•Big DataReview the role of the Medical Director within the ACLI – historical and current:

•Risk Classification Committee

•Genetics Subcommittee (past)

•Genetic Testing Task Force

•Data Analytics Task Force

•Medical Issues Committee (Medical Section)Discuss the role of the Medical Director at legislative and non-legislative hearings:

•Examples: GINA (HHS), MD, FL, Uniform Law Commission, etc.

•What has worked; what hasn’t

•Where are the current challenges amongst various stakeholders – legislative, non-legislative and the general public

09:10 – 10:10 Platform: Pandemics and the Insurance Company Medical Director Moderator: Lisa Papazian, MD Assistant Vice President and Medical Director, Sun Life Financial, Wellesley Hills, Massachusetts

James Le Duc, PhD Director, Galveston National Laboratory, Institute for Human Infections & Immunity, Galveston, Texas


Understand the current pandemic threats and what our National Laboratories are doing to diagnose, treat, and aid in these;

Understand the current and long-term mortality implications of pandemics now and on the horizon;Be able to assist their corporations as the Medical Officer and expert in their approach

to Employee Welfare during times of pandemics to help prevent spread, understand treatment, and counsel appropriate corporate responses.

OVERVIEW OF THE SCIENTIFIC PROGRAM

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10:10 – 10:30 REFRESHMENT BREAK CONTINENTAL BALLROOM FOYER

10:30 – 11:30 Platform: Congenital Heart Disease in Adults Moderator: Theresa Koester, MD Associate Medical Director, Western & Southern Financial Group, Cincinnati, Ohio

Wayne Franklin, MD, FACC Associate Professor of Cardiology, Internal Medicine and Pediatrics Texas Children’s Hospital, Baylor St. Luke’s Medical Center, Houston, Texas


Discuss the common forms of congenital heart disease, such as ASD, VSD, Tetralogy of Fallot, Transposition of the Great Vessels, anomalous coronary arteries, etc.;

Describe manifestations of congenital heart disease in adults;Discuss the current standards of care for adults with congenital heart disease;Address the morbidity and mortality of the various conditions in adulthood.

11:40 – 12:40 Platform: Brain Injury, the Post-Concussive State, and Chronic Traumatic Encephalopathy

Moderator: Nicole Simpson, MD Assistant Vice President and Medical Director, MassMutual Financial Group, Springfield, Massachusetts

Richard Temple, PhD Clinical Psychologist, Austin, Texas


Provide an overview of acquired brain injury including symptoms and classification;Review the clinical tools for assessing brain injury and the post-concussive state;Review the neurocognitive findings in brain injury that affect long-term morbidity and mortality;Discuss clinical findings during a brain injury evaluation that suggest malingering;Discuss the diagnosis of cumulative traumatic encephalopathy: its clinical characteristics;

its associations with sports and trauma; and any data on how duration of exposure relates to future risk.

12:40 – 14:00 LUNCH PARAMOUNT BALLROOM

14:00 – 15:15 Workshop: The Future of Insurance Medicine CONTINENTAL BALLROOM II

Moderator: Michael Wetzel, MD, CLU Vice President and Medical Director, Prudential Financial, Minneapolis, Minnesota

Karen Blackstone, MD, DBIM President, Blackstone Relative Risk, LLC, Shorewood, Minnesota

Nicole Simpson, MD, MPH, DBIM Assistant Vice President and Medical Director, Life Underwriting Medical Department MMUS PM, Underwriting Policy and Strategy, MassMutual Financial Group, Springfield, Massachusetts

Cliff Titcomb, MD, DBIM Vice President and Chief Medical Director, Hannover Life Reassurance Company of America, Denver, Colorado

John White, MD, MBA, FLMI, DBIM Vice-President and Chief Medical Director, American National Insurance Company, Galveston, Texas

(continued on page 11)

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MONDAY, SEPTEMBER 26 (continued)

14:00 – 15:15 Workshop: The Future of Insurance Medicine (continued) CONTINENTAL BALLROOM II

LEARNING OBJECTIVES:Discuss the present and future challenges facing the Insurance Medical Director;Discuss the present and future opportunities facing the Insurance Medical Director;Explore the changing role of the Insurance Medical Director;Outline potential skills that fall outside the traditional case consult review;Discuss how to obtain and leverage these skills to remain a valued member of the corporate team;Discuss what advice to give to a newer Medical Director;Review the challenges of working remotely.

14:00 – 15:15 Workshop: Hereditary Cancer Syndromes THE GALLERY

Loraine Oman-Ganes, MD, FRCPC, CCMG, FACMG Chief Medical Director, Sun Life Financial, Toronto, Ontario

LEARNING OBJECTIVES: Using Case examples to illustrate: Discuss the most common hereditary cancer syndromes – with focus on hereditary breast/ovarian

cancer syndromes and Lynch syndrome to explain: underwriting principles-based approach, challenges. Interpreting genetic test results including variants of unknown significance, or negative test results. Underwriting analysis for Life and Living Benefits products where the diagnosis is uncertain or

genetic test results are not available. Exploration of the relevance of family history and clinical clues.

14:00 – 15:15 Workshop: Disability Claims – CONTINENTAL BALLROOM III Strategies, Tools, and Tips to Use when Evaluating Complex Claims

John LoCascio, MD, ABIM, FACP, FAADEP Vice President and Chief Medical Officer, UnitedHealthcare Financial Protection, Portland, Maine

Charlotte von Bodelschwingh, MD Medical Consultant, Munich Re, Munich, Germany

LEARNING OBJECTIVES:A discussion of three complex medical conditions routinely encountered during disability claim referrals:

•Chronic pain

•Chronic fatigue

•Mood disordersDefine Limitations and Restrictions.Understand the importance and need to identify the insured’s functional abilities rather than depend

on the insured’s clinical diagnosis or even lack of diagnosis to determine support for limitations and restrictions.

Discuss the indications of neurocognitive testing and the utility of obtaining personality testing.Discuss subjective and mixed subjective/objective claims:

•Somatization as an alternative explanation for symptoms- in-excess-of-objective-findings (Occam’s Razor)

•Mining clinical data for demonstration of retained functional capacityReview specific tools and resources available to disability insurance companies to actively manage

their claims and to assist the claimant in adapting their medical condition to their occupation.

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15:30 – 16:45 Workshop: CONTINENTAL BALLROOM II The Business of Being a Contracting Insurance Medical Director

Karan Ciotti, JD Attorney, Cokinos, Bosien & Young, Houston, Texas

Cliff Titcomb, MD, DBIM Vice President and Chief Medical Director, Hannover Life Reassurance Company of America, Denver, Colorado

LEARNING OBJECTIVES: Review the difference between an employee and an independent contractor:

•Discuss the IRS’s interest in the two categories Review the different types of corporations for a Contracting Medical Director:

•Outline the advantages and disadvantages of each type

•Review how to determine the appropriate type of corporation

•Discuss “going it alone” w/o an entity Review independent contractor agreements:

•Origin of agreement

•Pitfalls to watch for

•How to sign an agreement

•Contracting directly with a corporation vs. via temp agency Explain the types of insurance required or recommended for an independent contracting

Medical Director; Review the basics of running a business as an independent contractor:

•Billing statements, tracking receipt of payment

•Expense reimbursement statements

•Creating fee schedules Mechanisms, pros and cons of marketing your services; Understanding the scope of the work:

•Know when to say “no” Discuss contracting in general, including advantages, disadvantages and common mistakes

made by independent contractors:

•Define “piercing the corporate veil”

•Discuss the risk of providing medical advice to a client company’s employee.

15:30 – 16:45 Workshop (repeat): Hereditary Cancer Syndromes THE GALLERY

Loraine Oman-Ganes, MD, FRCPC, CCMG, FACMG Chief Medical Director, Sun Life Financial, Toronto, Ontario

15:30 – 16:45 Workshop (repeat): Disability Claims – CONTINENTAL BALLROOM III Strategies, Tools, and Tips to Use when Evaluating Complex Claims

John LoCascio, MD, ABIM, FACP, FAADEP Vice President and Chief Medical Officer, UnitedHealthcare Financial Protection, Portland, Maine

Charlotte von Bodelschwingh, MD Medical Consultant, Munich Re, Munich, Germany

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TUESDAY, SEPTEMBER 27 ALL PLATFORM PRESENTATIONS WILL TAKE PLACE IN THE CONTINENTAL BALLROOM.

07:45 – 08:00 Greetings / Business

John White, MD, Vice President and Chief Medical Director American National Insurance Company, Galveston, Texas

08:00 – 09:00 Platform: Targeted Cancer Immunotherapy Moderator: John White, MD Vice President and Chief Medical Director, American National Insurance Company, Galveston, Texas

Rayne Rouce, MD, FAAP Assistant Professor, Texas Children’s Hospital – Feigin Center, Houston, Texas


Outline the range of available immunotherapies, including targeted and generalized treatments;Discuss the types of malignancies where targeted immunotherapies show current efficacy or

future promise;Present survival statistics for targeted immunotherapies for selected hematological and

non-hematological malignancies;Discuss CAR T-cell therapy and its current and future clinical utility.

09:10 – 10:10 Platform: Updates on Hepatitis C Moderator: Mark Bell, MD Assistant Vice President and Medical Director, Lincoln Financial Group, Hartford, Connecticut

Hope Hubbard, MD Assistant Professor of Medicine, University of Texas Health Science Center, San Antonio, Texas


Understand the pathophysiology of hepatitis C virus, associated hepatitis and extrahepatic manifestations;

Understand the epidemiology of hepatitis C including incidence, prevalence, mode of infectivity, and mortality risk;

Understand the current clinical guidelines in the evaluation, testing, and imaging of affected individuals, including Fibroscan testing;

Understand the treatment options that are currently available and the effect on long term outcomes and mortality risk;

Understand the effectiveness of current treatments and possible future trends.


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10:30 – 11:30 Platform: Blood Pressure Ratings vs. Actual Risk, A Growing Disparity? Moderator: Nicole Simpson, MD Assistant Vice President and Medical Director, MassMutual Financial Group, Springfield, Massachusetts

Michael Fulks, MD Medical Consultant, Jackson, California


Based on the recent Clinical Reference Laboratory (CRL) blood pressure (BP) study and other literature, discuss:

The distribution and mortality associated with BP in insurance applicants;The importance of systolic BP relative to diastolic in risk assessment;How pulse pressure can identify a small number of applicants with high risk;The relative risk associated with systolic BP vs. that for other preferred factors;The risk associated with a hypertension history if current measured BP is controlled;How alternatives to “140/90” would better define a healthy BP and improve risk assessment.

11:30 – 12:30 Platform: Interstitial Lung Disease and Pulmonary Hypertension Moderator: Lisa Papazian, MD Assistant Vice President and Medical Director, Sun Life Financial, Wellesley Hills, Massachusetts

Rodney Richie, MD, FACP, FCCP, DBIM Medical Director, Texas Life Insurance Company and Examination Management Services Inc., Waco, Texas


Review the Interstitial Lung Diseases and focus on the Idiopathic Interstitial Lung Diseases;Discuss the mortality implications of the presence of Interstitial Lung Disease in applicants for

Life and Disability Insurance;Review the current diagnosis of Pulmonary Hypertension;Review the WHO Types of Pulmonary Hypertension, including mortality and morbidity statistics.

12:30 – 14:00 BUSINESS MEETING / LUNCH PARAMOUNT BALLROOM

14:00 – 15:15 Workshop: Mortality Analysis Made Easier – CONTINENTAL BALLROOM II Using Modern Tools to Streamline the Analysis of Survival Data

Steven Rigatti, MD, DBIM Chief Medical Director, MassMutual, Springfield, Massachusetts


Briefly review the basics of life table analysis, including Mortality Ratios and Excess Death rates;Introduce modern tools to make survival analysis broader and more efficient;Orient the audience to public sources of survival data, including SEER and NHANES;Demonstrate the use of SEER*Stat for the construction of a cancer survival query;Analyze survival data using Excel, R and R-Studio;Demonstrate specific skills, such as pivot table construction, spreadsheet calculation and

the use of formulae and cell references;Discuss the proper use and interpretation of Cox models in survival analysis and to demonstrate

Cox model construction.

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TUESDAY, SEPTEMBER 27 (continued)

14:00 – 15:15 Workshop: Big Data’s Role in Insurance Medicine CONTINENTAL BALLROOM III

Michael Clark, MD, FACC, FLMI, DBIM Vice President and Chief Medical Director, Penn Mutual Life Insurance Company, Horsham, Pennsylvania

Jason Bowman, ACII, DMU (AMS) Senior Vice President/Head, Magnum North America, Armonk, New York


Define Big Data in a way that is relevant to insurance in general, and insurance medicine in particular;Review specific subsets of Big Data currently in use or being explored for insurance applications;Review the current role of EBR and how that is disrupted and/or benefitted by Big Data;Explore methods to evaluate the value of Big Data for insurance risk assessment;Define the complementary role of automation in the acquisition and use of Big Data;Outline briefly some of the regulatory aspects to Big Data acquisition and use;Envision where insurance medicine and risk assessment will be in the short-term and long-term

perspective.

14:00 – 15:15 Workshop: Renal THE GALLERY

Georgiana Pascutiu, MD, DBIM Medical Director, RGA International, Toronto, Ontario

Ankit Mehta, MD, FASN Associate Program Director, Internal Medicine Residency Program and Faculty member, Nephrology Fellowship Program, Baylor University Medical Center; Assistant Professor, Texas A&M College of Medicine, Dallas, Texas


Briefly define albuminuria, proteinuria and hematuria;Briefly review the current definitions and staging for chronic kidney disease;Briefly review the differential diagnosis of albuminuria, proteinuria and hematuria;Define different modes of evaluating renal function;Compare and contrast manifestations, clinical course, lab test results and morbidity and mortality

risk for commonly encountered glomerulopathies, including IgA nephropathy, polycystic kidney disease.


15:30 – 16:45 Workshop (repeat): Mortality Analysis Made Easier – CONTINENTAL BALLROOM II Using Modern Tools to Streamline the Analysis of Survival Data

Steven Rigatti, MD, DBIM Chief Medical Director, MassMutual, Springfield, Massachusetts

15:30 – 16:45 Workshop (repeat): Big Data’s Role in Insurance Medicine CONTINENTAL BALLROOM III

Michael Clark, MD, FACC, FLMI, DBIM Vice President and Chief Medical Director, Penn Mutual Life Insurance Company, Horsham, Pennsylvania

Jason Bowman, ACII, DMU (AMS) Senior Vice President/Head, Magnum North America, Armonk, New York

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15:30 – 16:45 Workshop (repeat): Renal THE GALLERY

Georgiana Pascutiu, MD, DBIM Medical Director, RGA International, Toronto, Ontario

Ankit Mehta, MD, FASN Associate Program Director, Internal Medicine Residency Program and Faculty member, Nephrology Fellowship Program, Baylor University Medical Center; Assistant Professor, Texas A&M College of Medicine, Dallas, Texas

WEDNESDAY, SEPTEMBER 28 ALL PRESENTATIONS WILL TAKE PLACE IN THE CONTINENTAL BALLROOM.

07:55 – 08:00 Greetings / Business Michael Wetzel, MD, Vice President and Medical Director Prudential Financial, Plymouth, Minnesota

08:00 – 09:00 Platform: Systemic Lupus Erythematosus – Morbidity and Mortality Moderator: Michael Wetzel, MD Vice President and Medical Director, Prudential Financial, Plymouth, Minnesota

Stephen Derbes, MD Rheumatologist, New Orleans, Louisiana


To have a basic understanding of what Lupus is, and how it affects people differently. To appreciate the problems associated with diagnosis of Lupus. To understand the differences in mortality risk dependent on specific organ involvement.

09:00 – 10:00 Platform: Updates in HIV Moderator: Sheila MacDonnell, MD Assistant Vice President and Medical Director, John Hancock, Boston, Massachusetts

Melanie Thompson, MD Founder and Principal Investigator, AIDS Research Consortium of Atlanta, Atlanta, Georgia


Brief review of HIV viral replication and ART;Discuss morbidity and mortality risks facing HIV positive applicants who are adherent to therapy;Review challenges such as inadequate drug adherence, drug resistance and co-morbidities

such as chronic hepatitis, cancer risks and cardiovascular disease;Describe current mortality data and any future expected mortality improvements.


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WEDNESDAY, SEPTEMBER 28 (continued)

10:15 – 11:15 Platform: Oncology – IPMN and Other Pancreatic Neoplasms Moderator: Theresa Koester, MD Associate Medical Director, Western & Southern Financial Group, Cincinnati, Ohio

Matthew Katz, MD, FACS Associate Professor, Department of Surgical Oncology, Division of Surgery University of Texas MD Anderson Cancer Center, Houston, Texas


List the four subtypes of pancreatic cystic neoplasms;Discuss IPMN in more detail:

•Epidemiology

•Illustrate the abnormality using imaging studies

•Evaluation and management

•Malignancy risk – pancreatic and extra-pancreatic

•Prognosis/mortality risk Review pancreatic exocrine neoplasms:

•Epidemiology/risk factors

•Evaluation and management

•Mortality risk

Thank you to the following organizations for their support over the past year:

American Council of Life Insurers (ACLI)

Association of Home Office Underwriters (AHOU)

Canadian Life Insurance Medical Officers Association (CLIMOA)

International Committee for Insurance Medicine (ICLAM)

Midwestern Medical Directors Association (MMDA)


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There may still be availability to purchase tickets for the optional activities and evening social activities. Please check with the Registration Desk.

OPTIONAL ACTIVITIESSUNDAY, SEPTEMBER 25

AUSTIN HIGHLIGHTS CITY TOUR13:00 – 17:00The Austin City Tour will show you some of the highlights of Austin, including the Austin City Limits Studio, Barton Springs, South Congress Avenue, the Bullock Texas State History Museum, Zilker Park, historic Congress Avenue, Congress Avenue Bridge and Bat Colony, LBJ Presidential Library, Sixth Street, the Texas Capitol Building, Mount Bonnell, the Texas Governor’s Mansion, Texas State Cemetery, University of Texas at Austin and the UT Football Stadium.

RECOMMENDED ATTIRE: CASUAL CLOTHING, COMFORTABLE FOOTWEAR

Meet in the Hotel Lobby at 12:45 for a 13:00 bus departure.

KAYAKING ON LADY BIRD LAKE13:30 – 17:30Spend Sunday afternoon on the water touring picturesque Lady Bird Lake. You will experience some of Austin’s most popular sites, hear some local history and fun facts, and learn all about the famous Congress Avenue Bridge bats that reside in Austin from March to October.

RECOMMENDED ATTIRE: CASUAL CLOTHING, COMFORTABLE FOOTWEAR, SUNSCREEN, HAT


MONDAY, SEPTEMBER 26

WIMBERLEY ART AND WINE TOUR09:30 – 14:30The Art of Texas takes many forms. Head out for a day in Texas Hill Country to experience Texas artist treasures and Texas wine at its finest! The tour begins with a scenic drive to Wimberley, an artist mecca only a short drive from Austin. One of the favorite artisan shops near this quaint village is Wimberley Glassworks. A visit to the gallery is a unique and entertaining experience. Marvel at the beautiful craftsmanship of glassblowing. Spend some time browsing the gallery for your very own piece of hand blown art glass. A short drive away you will enjoy a wine tasting at Driftwood Vineyards, followed by lunch at Linda’s Fine Foods.



AUSTIN EATS FOOD TOUR18:00 – 21:00Explore the range of culinary opportunities Austin has to offer with this exciting tour for foodies. Experience one of Austin’s fine dining restaurants, one Texas Barbecue stop, two of Austin’s top Food Trucks and dessert.

RECOMMENDED ATTIRE: CASUALMeet in the Hotel Lobby at 17:45 for 18:00 departure by bus.

OPTIONAL ACTIVITIES AND EVENING PROGRAM

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OPTIONAL ACTIVITIES (continued) TUESDAY, SEPTEMBER 27

LADY BIRD JOHNSON WILDFLOWER CENTER TOUR09:30 – 14:30The Lady Bird Johnson Wildflower Center is dedicated to preserving the natural beauty of Texas. This 279-acre center features gardens of local plant life and native animals, including turtles and butterflies. This spectacular garden features caves, woodlands & meadows containing more than 7,200 rare and endangered local plant species. Enjoy a leisurely lunch at the picnic food truck park as part of your relaxing day.



MONDAY, TUESDAY AND WEDNESDAY (SEPTEMBER 26, 27 AND 28)

EXPRESS YOGA06:30 – 07:15 LOCATION: ROOF TOP OF THE HOTEL

Calm the mind, strengthen the body and feed the soul. You are welcome to join a complimentary easy yoga class. All levels are welcome.

RECOMMENDED ATTIRE: LOOSE, COMFORTABLE CLOTHING (YOGA MATS AND BOTTLED WATER ARE PROVIDED)

EVENING PROGRAMSUNDAY, SEPTEMBER 25

WELCOME RECEPTION18:00 – 20:30 LOCATION: STELLA SAN JAC (MAIN LEVEL OF THE HOTEL)

Begin the meeting with an evening of socializing with your colleagues in the lobby and lounge area of Stella San Jac, the Westin Downtown’s Southern-inspired restaurant. Located off the main lobby the art deco surroundings are the ideal setting to re-connect with friends and make new acquaintances. Sample a variety of specialties while listening to some local music that makes Austin the special city that it is.

RECOMMENDED ATTIRE: CASUAL

TUESDAY, SEPTEMBER 27

FAREWELL DINNER18:30 – 22:00 LOCATION: DEEP EDDY VODKA DISTILLERY

What better way to celebrate our last evening in Austin than with a traditional BBQ dinner? Put on your Western duds and join your colleagues and friends for a relaxing evening at the Deep Eddy Vodka Distillery, catered by The Salt Lick BBQ, as well as two of Austin’s finest food trucks, Cheese for a Reason and The Ginger Armadillo. In addition to live music by the Austin musical group, The People's Choice, there will be armadillo races!RECOMMENDED ATTIRE: CASUAL

Meet in the Hotel Lobby at 17:45 for 18:00 bus departure.

OPTIONAL ACTIVITIES AND EVENING PROGRAM

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SPEAKER BIOGRAPHIES

Karen Blackstone, MD, DBIMDr. Karen Blackstone practiced internal medicine for nine years before joining the insurance industry. She has 18 years of industry experience, including individual life and disability, LTC and LTC-life hybrid products. Dr. Blackstone spent more than 17 years at RiverSource Life Insurance Company, a subsidiary of Ameriprise Financial, Inc. as the Chief Medical Director. She is now the President of Blackstone Relative Risk, LLC. Dr. Blackstone is the current president of AAIM and a past president of MMDA. She has been a speaker at AAIM, MMDA, AHOU and regional underwriting meetings.

Jason Bowman, ACII, DMU (AMS)Jason Bowman has been involved in underwriting for over 25 years and focused on automation since 1996. He leads the implementation team for Swiss Re’s Magnum underwriting engine in North America. He is a member of the Chartered Insurance Institute and holds the Assurance Medical Society’s Diploma in Medical Underwriting. Outside of work, Jason enjoys travelling, cooking and golf.

Karan Ciotti, JDKaren Ciotti is an attorney with the Houston office of Cokinos, Bosien & Young. She is board certified in Labor and Employment Law by the Texas Board of Legal Specialization, a distinction held by less than one percent of Texas lawyers.

She focuses her practice on:

•Advising employers on compliance with state and federal employment laws;

•Negotiating and drafting employment and separation agreements;

•Litigation involving employer-sponsored pension plans and insurance coverage; and

•Litigation involving non-ERISA life insurance and annuities.

She graduated with honors from the University of Texas School of Law in 1991. She also holds a BA and an MA in history from Texas A&M University. She is admitted to practice in Texas, Illinois and West Virginia, and before the US Supreme Court.

Karan is a member of the Circle of Leaders at the Center for Women in Law, an educational institution devoted to supporting and advancing women in the legal profession and to improving the overall practice of law.

Michael Clark, MD, FACC, FLMI, DBIMDr. Michael Clark is a graduate of a six-year accelerated Bachelor of Science – MD program at Rennselaer Polytechnic Institute (RPI) and Albany Medical College. Following general medical and cardiology training, he went on to specialty training in echocardiography at Columbia Presbyterian Hospital.

He has worked at MetLife, Life Re, Swiss Re and Penn Mutual Life Insurance. He is a past-president of the American Academy of Insurance Medicine and past-chair of the American Council of Life Insurers (ACLI) Medical Section.

Dr. Clark is Board-certified in Internal Medicine, Cardiology and Insurance Medicine.

Stephen Derbes, MDDr. Stephen Derbes is a native of New Orleans, Louisiana. He received his BA from Tulane University in 1963 and his MD from the Louisiana State School of Medicine in 1967. He interned at Southern Pacific Memorial Hospital in San Francisco, California in 1967-68. He was a resident in internal medicine at Tulane University from 1970 to 1973 and held a fellowship in rheumatology at Georgetown University in Washington, DC from 1973 to 1975. He has been in private practice in New Orleans since 1975.

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SPEAKER BIOGRAPHIESSPEAKER BIOGRAPHIES

Wayne Franklin, MD, FACCDr. Wayne Franklin is a graduate of Williams College in Williamstown, Massachusetts, and UCLA School of Medicine. He did his residency training in Internal Medicine and Pediatrics at Duke University. He then did two simultaneous fellowships in adult cardiology and pediatric cardiology at St. Luke’s/Texas Heart Institute and at Baylor College of Medicine (BCM)/Texas Children’s Hospital (TCH) in Houston. In 2004, he founded the Texas Adult Congenital Heart Program, where he has served as Director since its inception. Then, in 2013, he was appointed Chief of Cardiology at the TCH Pavilion for Women, where he directs the clinical and administrative cardiovascular service lines. He was elected as member of the BCM Faculty Senate in 2015. Currently, he is an Associate Professor in several BCM departments, including the Departments of Medicine, Pediatrics, and Obstetrics and Gynecology. He is also the recipient of two prestigious Fulbright and Jaworski Awards of BCM Faculty Excellence, one in Teaching and one in Educational Leadership. From an academic perspective, he is involved with several research projects on adults with congenital heart disease, specifically in patients with single ventricle-Fontan physiology, neurocognitive outcomes, pulmonary hypertension, cardiac disease in pregnancy, and most recently, transition medicine. Dr. Franklin has been appointed to several medical advisory boards in congenital heart disease, including the Adult Congenital Heart Association (ACHA), the Alliance for Adult Research in Congenital Cardiology (AARCC), and the American College of Cardiology (ACC). He has been an invited lecturer across North America, Europe, South America, and South Asia.

He remains a part-time golfer, a full-time husband, and a lifetime father of his two sons.

Michael Fulks, MDDr. Michael Fulks is board certified in Internal and Insurance Medicine, receiving his MD from University of California, Davis and completing his residency at University of Wisconsin – Madison. After eight years of practice, he became a full-time medical director, including writing or editing the underwriting manuals of three life companies and developing preferred programs. For the past 10 years, he has been a consultant working with Clinical Reference Laboratory on mortality research covering laboratory tests, BP and build and the use of those results to evaluate applicants’ risk. Based on that work, he has been co-authoring an ongoing series of articles in the Journal of Insurance Medicine and ON THE RISK regarding use of screening test results to predict age- and sex-specific relative mortality.

Mariana Gomez-Vock, BA, JDMariana Gomez-Vock is an attorney at the American Council of Life Insurers (ACLI). She staffs the ACLI’s Risk Classification Committee and serves as the ACLI’s staff policy lead on public policy issues related to underwriting life, long-term care and disability income insurance. In addition to her work with risk classification issues, she also works on issues involving domestic and international insurance capital standards, as well as the ongoing efforts to implement the international Common Framework for Insurance Supervision (ComFrame). Prior to joining the ACLI, she worked as a federal lobbyist for a property casualty insurance company and in the legal department at the U.S. Department of Treasury. She attended the University of California, Berkeley (BA) and American University (JD).

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Hope Hubbard, MDDr. Hope Hubbard is originally from Dallas, Texas. She attended the University of Texas in Austin for her undergraduate degree in chemistry, then attended medical school and residency at Baylor College of Medicine in Houston.

She was a Hepatology Fellow at Baylor College of Medicine in Houston and held a Gastroenterology Fellowship at Ohio State University.

She is currently Assistant Professor of Medicine at the University of Texas Health Science Center at San Antonio (UTHSCSA).

Matthew Katz, MD, FACSDr. Matthew Katz is currently an associate professor in the department of Surgical Oncology at the University of Texas MD Anderson Cancer Center. His clinical and research interests focus on patients with pancreatic cancer. He has extensive experience in the design and conduct of clinical trials and is currently the national PI of an intergroup cooperative group study of the effects of preoperative therapy on patients with advanced pancreatic cancer. He has published over 90 original articles that have described novel multi-modality treatment approaches for patients with this disease. He has a thriving pancreatic surgery clinical practice.

James Le Duc, PhDDr. James Le Duc is the Director of the Galveston National Laboratory (GNL) and a Professor in the Department of Microbiology and Immunology in the School of Medicine at the University of Texas Medical Branch (UTMB) in Galveston, Texas. Dr. Le Luc joined UTMB in late 2006 from the Centers for Disease Control and Prevention (CDC) in Atlanta, Georgia, where he was the Influenza Coordinator. He also served as Director, Division of Viral and Rickettsial Diseases (2000 – 2005) and as the Associate Director for Global Health (1996 – 2000) in the CDC National Center for Infectious Diseases. As Medical Officer in charge of arboviruses and viral hemorrhagic fevers at the World Health Organization (1992 – 1996), he was the architect of the WHO program to address emerging infectious diseases and began the process to revise the International Health Regulations. He also held leadership positions during a 23-year career as a U.S. Army officer in the medical research and development command, with assignments in Brazil, Panama and at various locations in the United States, including the Walter Reed Army Institute of Research and the U.S. Army Medical Research Institute of Infectious Diseases. He is a National Associate of the National Academy of Sciences, National Research Council; a Fellow, Infectious Diseases Society of America; a member of the Texas Task Force on Infectious Diseases; and is a member of various professional organizations. He has published well over 200 scientific articles and book chapters, and is a recognized expert in infectious diseases, biodefense and global health.

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John LoCascio, MD, ABIM, FACP, FAADEPDr. John LoCascio practiced Internal Medicine and Geriatrics for 10 years before joining the Unum Life Insurance Company in 1990. In over 25 years of full-time Insurance Medicine, he has worked in a variety of production and management roles for Unum, Prudential Financial and UnitedHealthcare (UHC). These include: Disability and Life Underwriting; Benefits and Production Development; Re-insurance and Waiver of Premium; and Long-term, Short-term, Group and Individual Disability, as well as CI and Accident.

He and his family lived and worked in the UK for four years in the 1990’s, where he was also a consultant to the then Department of Work and Pensions (the UK equivalent to the US Social Security Disability).

He has contributed to disability texts, including the 5th edition of Medical Selection of Life Risks, A Physician’s Guide to Return to Work and Malingering and Illness Deception. He has been a presenter for the American Academy of Insurance Medicine, the American Academy of Disability Evaluating Physicians (AADEP), the Assurance Medical Society (UK) and the Centre for Psychosocial and Disability Research (University of Cardiff, Wales). He is a member of the Executive Committee of AAIM, where he is also the Associate Editor for Disability for the Journal of Insurance Medicine.

He is currently involved in the organization of medical support services to all aspects of UHC Financial Protection products; acts as an internal medical liaison between Financial Protection and other UHC organizations; and is an external liaison to insurance, governmental and medical organizations.

Bruce Margolis, DO, MBA, CHIEDr. Bruce Margolis is the medical director for Clinical Reference Laboratory, Inc. He is board certified in internal medicine, pulmonary medicine and insurance medicine. Bruce has been in the insurance industry since 1996 and has been involved with life, health, disability and long-term care products. Prior to joining CRL, he has served as the Chief Medical Director for Genworth Financial and MetLife. Prior to that, he was in private pulmonary practice in Philadelphia.

In 2003, Bruce earned his MBA from Eastern University in Pennsylvania. He is a Fellow of the American College of Osteopathic Internists and a Fellow of the American College of Chest Physicians. Bruce has earned his Long Term Care Professional (LTCP) and Certified Health Insurance Executive (CHIE) designations from America’s Health Insurance Plans (AHIP). He is the current Chair of ACLI’s Risk Classification Committee and serves as Co-Chair of the ACLI Genetic Testing Task Force. His special interests include genetic testing, cognitive impairment and the determinants of healthy longevity.

Ankit Mehta, MD, FASNDr. Ankit Mehta grew up in Bombay, India and went to Grant Medical College for medical school. He subsequently moved to the United States, and completed his internship as well as residency in internal medicine at Baylor University Medical Center (BUMC) in Dallas, Texas. He worked as a hospitalist before starting his fellowship in nephrology. His interest in nephrology stems from the various challenges involved in diagnoses and treatment of glomerulonephritides, as well as acid base and electrolyte disorders.

Teaching is one of his passions. He is involved with internal medicine residency education – he is Associate Program Director for the internal medicine residency program at Baylor University Medical Center. He is also Assistant Professor at the Texas A&M College of Medicine, Dallas campus, and hence involved with medical student education. Finally, he is core faculty for the nephrology fellowship program at BUMC.

SPEAKER BIOGRAPHIES

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Loraine Oman-Ganes, MD, FRCPC, CCMG, FACMGDr. Loraine Oman-Ganes is the Chief Medical Director at Sun Life Financial (Corporate Risk Management) based in Toronto. Her previous role was Chief Medical Director for RBC Insurance. She is a board-certified clinical geneticist and pediatrician, who completed her BSc (Biology), MD and pediatric residency at the University of Saskatchewan, and her fellowship in Clinical Genetics at the University of Michigan. She worked as a Clinical Assistant Professor at New York Medical College in Westchester County Medical Center, NY, a staff clinical geneticist at North York General Hospital in Toronto, and her own community-based clinical genetics practice in Toronto. She developed the initial preventative genetics program (“Medcan Genetics”) at the Medcan Clinic in Toronto, and has provided the full range of genetic testing from classical genetics to genomics, including pharmacogenetic testing. Her insurance industry activities include: past president and past scientific chair of the Canadian Life Insurance Medical Officers’ Association (CLIMOA), past member of the Canadian Life and Health Insurance Association (CLHIA) Committee on Underwriting Issues and subcommittee on Critical Illness Definitions, and chair of the American Academy of Insurance Medicine (AAIM) Professional and Public Relations Committee. Her goal is to enhance communication and knowledge sharing between the genetics community and insurance industry.

Her special interests include public education about genetics and science. She was the Chair of the American Society of Human Genetics (ASHG) Information and Education Committee, and coordinated several projects including ASHG’s “Science Education Summit” in Bethesda, MD. She has given numerous presentations and interactive workshops in North America for professionals, students at all levels, and the public. Invited presentations at industry meetings include: CIU, AHOU, Underwriters Association of Toronto (UAT), Canadian Living Benefits Seminar (CLBS), CLHIA Legal and Claims meetings, Advocis Banff School, CLIMOA and the Canadian Reinsurance Conference (CRC). She was a board member of the Genetic Alliance, which represents over seven million people with genetic conditions worldwide. She was head judge for six years for the Biotechnology Institute’s Genzyme Life Technologies Biotech Educator Award, which selected the top biotechnology high school teacher in North America. She represented the 8,000 members of ASHG as their sole representative member of the Board of Directors of the Federation of American Societies for Experimental Biology (FASEB), based in Bethesda, MD. FASEB is the largest coalition of biomedical associations in the United States, representing 24 member societies and more than 100,000 members. She remains an active member of FASEB’s Breakthroughs in Bioscience Committee. She is passionate in her commitment to mentorship, education, and the belief that genetics can be used as a tool to enhance literacy and health.

Georgiana Pascutiu, MD, DBIMDr. Georgiana Pascutiu is a Medical Director at RGA International Corporation and is a member of the Global Support Team. She earned her Medical Doctor Degree at the University of Medicine and Pharmacy in Timisoara, Romania and is an Internal Medicine/Nephrology specialist. Dr. Pascutiu is a Licentiate of the Medical Council of Canada and is board certified in Insurance Medicine by the American Academy of Insurance Medicine. Prior to joining RGA, she served for 12 years as a medical director for Manulife Financial. Dr. Pascutiu is President of the Canadian Life Insurance Medical Officers Association (CLIMOA) and a member of AAIM’s Scientific Committee.

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Rodney Richie, MD, FACP, FCCP, DBIMDr. Rodney Richie received his DBIM certification in 1993. He is Medical Director of the Texas Life Insurance Company and Examination Management Services Inc. (EMSI). He is in full-time clinical practice as medical director of a 30-bed ICU and head of a five-physician and one mid-level consultative practice in Pulmonary and Critical Care Medicine at Providence Health Center in Waco, Texas. He is a Clinical Associate Professor of Community Medicine with the University of Texas Southwestern Medical School, actively teaching in their Waco Family Practice Program. He was course co-director of AAIM’s Triennial Course in 2000, is a past member of the Board of Insurance Medicine and was Vice-Chairman from 2008 to 2010. He has served as co-presenter of the Triennial Pulmonary Workshop and co-authored the Respiratory Disorders in Medical Selection of Life Risks, 4th Edition. He has authored or co-authored eight articles in the Journal of Insurance Medicine.

Steven Rigatti, MD, DBIMDr. Steven Rigatti is the Chief Medical Director at MassMutual. He is a graduate of Worcester Polytechnic Institute and the University of Connecticut School of Medicine, and is board-certified in family medicine and insurance medicine. He practiced family medicine in Old Saybrook, Connecticut for eight years prior to joining the life insurance industry at MetLife in 2007. He is currently the chair of the Mortality Committee of the American Academy of Insurance Medicine and is a member of MIB’s Mortality Research Analysis Committee. He has strong interests in data analysis, biostatistics and the application of technology to the life insurance underwriting and sales cycle.

Rayne Rouce, MD, FAAPDr. Rayne Rouce is a pediatric oncologist and physician scientist at Baylor College of Medicine and Texas Children’s Cancer Center. Based on her clinical interests in leukemia and lymphoma, specifically how to harness the immune system to recognize and attack tumors, she has spent the past several years in the translational research laboratories of the Center for Cell and Gene Therapy (CAGT), designing and implementing immunotherapy trials for hematologic malignancies. Dr. Rouce has significant experience in every aspect of translation and clinical trial development, from study conception (specifically chimeric antigen and virus-specific modified T cells) to preclinical laboratory-based validation and ultimately clinical practice. She is responsible for the clinical translation of immunotherapies harnessing cytotoxic T lymphocytes (CTLs) to target leukemia and lymphoma, and leads the pediatric arms of BCM’s institutional CD19 CAR-transduced T cell trials in both the pre- and post-transplant settings. She is also the principal investigator of a Phase 1 cellular therapy trial creating a bank of “off the shelf” EBV-specific CTLs for patients with refractory lymphoma, as well as a clinical protocol using multivirus-specific CD19 CAR-transduced T cells to prevent and treat relapse and viremia post HSCT. As the PI and a co-investigator on these and other cellular therapy trials, she has been trained in all aspects of early phase clinical trial development from the regulatory aspects to the clinical trial design to the GMP manufacturing to product characterization and post-infusion monitoring. She is also responsible for infusion and aftercare of patients receiving these cellular therapies, including management of cytokine release syndrome and other adoptive immunotherapy-specific adverse events.

Nicole Simpson, MD, MPH, DBIMDr. Nicole Simpson is an Assistant Vice President, Medical Director and Health Underwriting Strategist at MassMutual Financial Group since 2008. Nicole is multi-disciplinary, covering Life, DI and LTC. In addition to providing morbidity and mortality risk assessment and guidance for underwriters and MassMutual’s Medical Manuals, she is a skilled trainer and has provided on-going education, training and mentoring for MassMutual underwriters. She also provides consultation for key strategic and operational underwriting initiatives.

Nicole resides with her family in Bloomfield, Connecticut. She participates in a number of community service events, teaches young children and loves to travel and learn about the perspectives of different people.

SPEAKER BIOGRAPHIES

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Richard Temple, PhDDr. Richard Temple earned his Bachelor’s and Master’s degrees in Psychology from Illinois State University. He completed his doctoral degree in Clinical Psychology with a neuropsychology emphasis from the University of Alabama in Birmingham. He went on to complete a clinical internship at the Medical University of South Carolina, followed by a two-year post-doctoral fellowship in clinical neuropsychology at Brown Medical School. Dr. Temple worked in the field of post-acute brain injury rehabilitation, first as the Director of Neuropsychology at the Transitional Learning Center in Galveston, Texas, and then as the Vice President of Clinical Operations at CORE Health Care (now Mentis Neurohealth) in Dripping Springs, Texas. He now maintains a full-time private practice in clinical neuropsychology, rehabilitation psychology and sport psychology in Austin. Dr. Temple is an active researcher, with multiple peer-reviewed journal articles, book chapters and conference presentations.

Melanie Thompson, MDDr. Melanie Thompson is Executive Editor of the Strategy to End AIDS in Fulton County, of the Fulton County Task Force on HIV/AIDS. She also chairs the Task Force’s Prevention and Care Committee, and sits on its Executive Committee. She is a member of the US Department of Health and Human Services Antiretroviral Guidelines Panel and the International Antiviral Society – USA’s Antiretroviral Therapy Guidelines Panel, which she chaired in 2010 and 2012. She also contributes to policy advocacy in the US through the HIV Medicine Association (HIVMA), the Ryan White Medical Provider Coalition Steering Committee and the Georgia Department of Public Health HIV Medical Advisory Committee.

Dr. Thompson has had a long history in clinical research. Since 1988, she has been Principal Investigator of the AIDS Research Consortium of Atlanta (ARCA) where she has led more than 400 studies in the areas of HIV treatment, pre-exposure prophylaxis, complications, diagnostics, epidemiology and hepatitis C treatment. Most importantly, she continuously cares for patients in clinical practice. Her passion is to contribute to an end to the HIV epidemic through prevention and treatment research, evidence-based policy and excellent patient care.

Cliff Titcomb, MD, DBIMWith 28 years in the insurance industry, Dr. Cliff Titcomb has extensive experience in risk assessment. He has worked at both Lincoln Re and ING Re where he was heavily involved in the development of their respective underwriting manuals. He has also written extensively for insurance publications and spoken often at industry meetings. He is board certified in internal medicine and insurance medicine.

A graduate of the Georgetown University School of Medicine, Dr. Titcomb completed his internship and residency at the Medical College of Wisconsin. He has served as the chairman of AAIM’s Morbidity and Mortality Committee, Chairman of the Morbidity and Mortality Liaison Committee (MMLC) and as the primary instructor for the AAIM Basic Mortality Methodology Course. He is the author of the Academy of Life Underwriting chapter on Four Cancers. He has served on the faculty Triennial review course for medical directors multiple times. He was the recipient of the AAIM’s President’s Award in 2001. Most recently he served as President of AAIM for 2014-2015.

Dr. Titcomb is currently the Vice President and Chief Medical Director at Hannover Life Reassurance Company of America where he is involved in case underwriting, research, underwriter education and the development and revision of the Ascent underwriting manual.

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Charlotte von Bodelschwingh, MDDr. Charlotte von Bodelschwingh studied medicine at the universities of Essen and Göttingen in Germany from 1986 to 1993. She spent several clinical electives in England, France and Canada during that time.

Between 1993 and 1996 she worked in the University Hospital of Berlin-Moabit in the department of internal medicine, nephrology, in a center for dialysis and renal transplantation, KFH Moabit, Berlin and as a GP in Munich. She qualified in general medicine and emergency medicine in 1995 and 1996.

Between 1996 and 2001 and from 2009 to 2011 Dr. Bodelschwingh lived in France and China with her family. She holds an advanced degree in acupuncture from the Nanjing University of Traditional Chinese Medicine (NUTCM). Since 2012 Dr. von Bodelschwingh has held a position in clinical occupational medicine.

She joined Munich Re in May 2013. From 2003 to 2008 she had worked in insurance medicine as a medical consultant for ReIntra GmbH – a German reintegration service within Swiss Re – and Swiss Re Germany. At Munich Re, she provides support in medical claims handling and product development, as well as underwriting complex and rare substandards risks for life insurance markets around the world. She also presents and publishes the results of Munich Re’s medical research.

Michael Wetzel, MD, CLUDr. Michael Wetzel is Vice President, Medical Director at Prudential Financial in Minneapolis, Minnesota and is a contributing editor for ON THE RISK. He has completed his CLU designation and is currently working towards his Insurance Medicine Board Certification, having completed the written component. Dr. Wetzel is involved in the American Academy of Insurance Medicine as a member of the Program Committee and the Public Relations Committee.

Dr. Wetzel entered the field of Insurance Medicine in 2011 when he joined the medical department at The Hartford. Prior to that, he practiced Family Medicine for 19 years at North Clinic in the Minneapolis area. During that time, he also was a Medical Coordinator for the Minnesota Board of Medical Practice.

Dr. Wetzel earned his BSc in Pre-Medicine from The Pennsylvania State University and his MD from Jefferson Medical College in Philadelphia, Pennsylvania. He completed his Family Medicine residency at Virginia Commonwealth University’s Riverside Regional Medical Center in Newport News, Virginia.

John White, MD, MBA, FLMI, DBIMDr. John White is a board-certified General Surgeon and a Diplomat of the Board of Insurance Medicine. He is currently the Vice President and Chief Medical Director at American National Insurance Company in Galveston, Texas.

SPEAKER BIOGRAPHIES

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NOTES

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aaim 125 annual meeting · 2016-09-19 · aaim 125th annual meeting september 25 – 28, 2016...

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