Technical Experience
LOMA is an international association, founded in 1924, through which more than 1,200 insurance and financial services companies from over 80 countries engage in research and educational activities to improve company operations. I served as a LOMA Course 351 Economics and Investments examination panel member for fourteen years, and as a LOMA textbook reviewer for ten years.
LOMA examination panels are comprised of industry experts, employed by financial services companies in the U.S. and Canada. Panel members meet to screen every question on an upcoming examination draft carefully to ensure that it is clearly written and reflective of current industry practices. Reviewers’ comments are incorporated into the examination before it is prepared for production and printing.
LOMA textbook reviewers volunteer their time and expertise to ensure that the content of a text is accurate and complete, and that it serves the needs of students in financial services companies. Textbook reviewers participate in project planning, provide comments on the project plan, review every line of the developmental draft; contribute examples useful for educational purposes; keep the book emphasis rooted in reality; ensure writing is clear, understandable and reader friendly; and generally keep the manuscript content on track.
The books I reviewed for LOMA are:
Textbooks
StepOne Guidebooks
LOMA examination panels are comprised of industry experts, employed by financial services companies in the U.S. and Canada. Panel members meet to screen every question on an upcoming examination draft carefully to ensure that it is clearly written and reflective of current industry practices. Reviewers’ comments are incorporated into the examination before it is prepared for production and printing.
LOMA textbook reviewers volunteer their time and expertise to ensure that the content of a text is accurate and complete, and that it serves the needs of students in financial services companies. Textbook reviewers participate in project planning, provide comments on the project plan, review every line of the developmental draft; contribute examples useful for educational purposes; keep the book emphasis rooted in reality; ensure writing is clear, understandable and reader friendly; and generally keep the manuscript content on track.
The books I reviewed for LOMA are:
Textbooks
- Bickley, Mary C. Principles of Financial Services and Products. Atlanta: LOMA, 2004
- Conant, Susan. Introduction to Institutional Investing. Atlanta: LOMA, 2004.
- Burton, Maureen, Reynold Nesiba and Ray Lombra, Financial Markets and Institutions, Second Edition. Atlanta: LOMA, 2004. (LOMA version of this commercially-published text.)
- Conant, Susan. Capital Management for Insurance Companies. Atlanta: LOMA, 2001.
- Conant, Susan. Product Design for Life Insurance and Annuities. Atlanta: LOMA, 2001.
- Conant, Susan. Financial Aspects of Annuities. Atlanta: LOMA, 2000.
- Conant, Susan, et al. Managing for Solvency and Profitability in Life and Health Insurance Companies. Atlanta: LOMA, 1996.
StepOne Guidebooks
- Bickley, Mary C. and David F. Johnson. Intro to Financial Services. Atlanta: LOMA, 2001.
- Burger, John P. and Ernest L. Martin, Intro to Insurance Company Profitability. Atlanta: LOMA, 1999.
- Martin, Ernest L. Intro to the Time Value of Money. Atlanta; LOMA, 1999.
- Stone, Gene and David F. Johnson. Intro to Economics. Atlanta: LOMA, 1998.