Hartley Hartman

Experience

Johnson Lambert LLP (2013-Present)

  • Actively participates in client engagements from start to finish, including planning, executing, directing and completing audits and managing budget for insurance company audits.
  • Responsibilities include audit planning, control testing, interim testing, substantive and analytical testing of accounts, internal control assessment and testing, and analysis for investment portfolios and actuarial reports.

AIG Management – Accountant (2011-2013)

  • Managed accounts payable, reconciled bank accounts, prepared expense reports, generated financial reports and day-to-day management of various captive clients, recorded annual and quarterly NAIC filings and maintained accounting IT on a client-per-client basis. Also included a variety of administrative/clerical support tasks.

 

Professional and Service Activities

South Carolina Captive Insurance Association

  • Conference Program Committee Member (2017 – present)

Vermont Captive Insurance Association

  • Conference Program Committee Member (2014 – 2016)

International Center for Captive Insurance Education

  • Board Member (2017 – present)

American Red Cross

  • Registration/Canteen Volunteer (2011 – 2016)

Internal Revenue Service

  • Tax Preparer (VITA) Volunteer (2012)

Education

BS in Accounting, Champlain College

Memberships

  • AICPA
  • Vermont Society of CPAs
  • South Carolina Associate of CPAs

Personal Interests

Enjoys football, hiking, golfing, and kayaking.

Courses

Accounting for Captives: Financial Reporting and Analysis – $900