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Bill Bartlett
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Bartlett Actuarial Group would like to say thank you to all of our clients, industry partners, and friends for making 2012 a great year. We will look back on 2012 with fond memories. We attended 12 conferences, expanded our staff by hiring an analyst and a credentialed actuary, opened an office in Vermont and made many new friends. We hope to see you all at one of the many conferences in 2013 or you are always welcome to stop by one of our offices. We would like to wish all of you a Happy and Prosperous 2013. Sincerely, Bill Bartlett, Principal Bartlett Actuarial Group |
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December 2012
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Jason Stubbs and Richard Smith |
Bartlett Actuarial Group celebrated the opening of our new office in Burlington, Vermont on December 13, 2012 with an Open House. Our Open House was attended by over 50 people who welcomed us into the Vermont captive community. Our office is located in the Vermont House at 131 Main Street, Suite 2B. Pictured are Jason Stubbs and Richard Smith, President of the Vermont Captive Insurance Association.
November 2012  | |
Legaré Gresham and Bill Bartlett |
Legaré Gresham and Bill Bartlett participated on a webinar on Best Practices: The Actuary and Auditor with Glen Saslow and Dan Kusaila from Saslow, Lufkin and Buggy on November 28, 2012. October 2012
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Sherri Roshitsh and Vy Doan |
Sherri Roshitsh and Vy Doan attended and exhibited at the
regional RIMS conference at the Grove Park Inn in Asheville, NC on October 3-5, 2012.
September 2012
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Ron Krebs and Legaré Gresham |
Legaré Gresham, FCAS, MAAA taught a session in the Captive Academy at the South Carolina Captive Insurance convention on September 17 - 19, 2012 on the role of the actuary. Ron Krebs from the South Carolina DOI thanked her for her contribution.
August 2012
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Brian Johnson and Sherri Roshitsh |
Bartlett Actuarial Group attended and exhibited at the Vermont Captive Insurance Association convention for the 12th straight year from August 7-9, 2012. Brian Johnson, ACAS, MAAA spoke on actuarial feasibility studies and reserving in the Captives 101 panel.
July 2012
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Melanie Steen, Brian Johnson, Bill Bartlett, Andrea Bartlett |
Melanie Steen, Brian Johnson, Bill Bartlett and Andrea Bartlett toured 'The Road To The Sun' while attending the Montana Captive Insurance convention in Whitefish, MT. Bill Bartlett made a presentation on captive feasibility studies at the convention.
June 2012
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Vy Doan, Melanie Steen, Ben Conrad |
Melanie Morin, an Actuarial Analyst in our Phoenix, AZ office, played host to two of the visiting analysts from Charleston, SC, Vy Doan and Ben Conrad. They took this opportunity to visit many of our business partners and prospective clients in the Arizona community. In addition they spent part of a day hiking at Camelback Mountain.
May 2012
-Brian Johnson attended the North Carolina Association of Mutual Insurance Companies convention in Southern Pines, NC, May 16 - 18.
-Ben Conrad and Andrea Bartlett attended the USA Risk Educational Forum in Charlotte, NC, May 23-24. Excellent sessions were offered on tax updates, med mal, regulatory issues, etc.
April 2012
-Bill Bartlett participated on a panel on captives at the DC Roadshow in North Carolina on April 24.
-Brian Johnson taught a course on Enterprise Risk Management at the University of Delaware on April 25 and 26.
March 2012
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Melanie and Justin Mead |
Melanie Steen, Andrea Bartlett and Bill Bartlett attended CICA in Scottsdale, AZ, March 11-13. All three spent most of their time discussing innovative approaches to advance the benefits and uses of ART programs with prospective partners.
January and February 2012
The entire office was focused on completing Reserve Reviews for our valued clients. No vacations! No traveling! |
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2012
A Great Year
-Our Staff-
Bartlett Actuarial Group is pleased to announce that Jason Stubbs, ACAS, MAAA joined our firm in September, 2012 and will manage our office in Burlington, Vermont.  Jason has eighteen years of actuarial experience and will bring a depth of knowledge to service his clients. He has worked in both the traditional and alternative markets in previous positions at Vermont Mutual Insurance Company, Travelers and Milliman. Please welcome Jason to our firm. He can be reached at jasons@bartlettactuarialgroup.com and 802-861-3072.
Brian Johnson, ACAS, MAAA spoke about captives at a number of conferences in 2012 including:
Best Practices
Delaware Captive Insurance Assoc.
Nov 12-13
Captives 101
Vermont Captive Insurance Assoc.
August 7-9
Microcaptives
University of Delaware
April 25-26
 Legaré Gresham, FCAS, MAAA spoke on the 'Role of the Actuary' in the Captives 101 session of the South Carolina Captive Insurance convention, Sept 17-19.
 Ben Conrad, Actuarial Analyst, represented Bartlett at two Tennessee Captive Insurance seminars on June 10-11 in Chattanooga and Dec 4-5 in Nashville.
 Erin Corduan, Actuarial Analyst, has completed the actuarial course titled 'Insurance Accounting, Coverage Analysis, Insurance Law, and Insurance Regulation'. One more exam and she will receive her Associateship in the Casualty Actuarial Society.
 Vy Doan, Actuarial Analyst, represented Bartlett at RIMS events including lunch/seminars for the Palmetto Chapter, Carolinas Chapter and the Western Carolina Chapter. She also attended the Carolinas regional convention in Asheville, NC, October 3-5.
 Melanie Steen, Actuarial Analyst, represented Bartlett at two conventions in 2012, CICA, March 11-13 and the Montana Captive Insurance convention, July 24-26. Melanie will be based in Hawaii in 2013.
 Sherri Roshitsh is our office manager responsible for the smooth operations of our firm. She also completed online courses at Villanova College for her designation as an HR Specialist.  Jane Mendelsohn is the bookkeeper for Bartlett Actuarial Group responsible for bill payment, payroll and balancing the books.  Andrea Bartlett, Principal, served as Treasurer of the South Carolina Captive Insurance Association in 2012. In 2013 she will serve as President.
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 Bartlett Actuarial Group, Ltd. is an independent property and casualty actuarial and risk management consulting firm offering services to a nationwide clientele. We develop the mathematical models and analytical tools that help our valued clients quantify, evaluate, and manage the costs associated with their insurance and risk management. Arizona: (602) 956-3293 South Carolina: 145 King Street, Ste. 203 * Charleston, SC 29401 * (843) 377-0993
Vermont: 131 Main Street Ste 2B * Burlington, VT 05401 * (802) 861-3072 |
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