Insurance Industry Conference (VIRTUAL)
Wednesday, Jun. 18
8:00am - 5:20pm
Online
8.00 Credits
Member Price $300.00
Price will increase by $50 after 6/5
Non-Member Price $360.00
Price will increase by $50 after 6/5
Overview
Important: This is a VIRTUAL program and is being offered in partnership with the Iowa Society of CPAs
Discover fresh trends and top-notch practices shaping the insurance sector. Whether you're a seasoned pro or new to the field, this conference promises to arm you with valuable insights and expertise to level up your understanding of the insurance world.
Please note that the Class Pass does not apply to this program.
Objectives
To provide the latest information on current issues affecting the insurance industry.
Designed For
CPAs and financial professionals working in or with the insurance industry.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Wednesday, June 18
Optional Session
- Optional Bonus Session: Ethics
Attend this session and receive one (1) additional hour of CPE credit (8 hours total).
Speaker: Boz Bostrom, CPA
Credits: 1 - Behavioral Ethics
This session is available to registrants only.
General Session
- Welcome comments
This session is available to registrants only.
General Session
- Iowa Department of Insurance Update
Speaker: Kevin Clark, Iowa Department of Insurance
This session is available to registrants only.
General Session
- Economic Update and Insurance Industry Outlook
Speaker: Michael Wolf, Deloitte
Credits: 1 - Economics
This session is available to registrants only.
Breakout Session
- NAIC Update
Speaker: Connie Jasper Woodroof
Credits: 1 - Accounting
This session is available to registrants only.
- Tax Update
Speakers: Brandy Shy, FORVIS and Mary Beth Zajicek, Deloitte
Credits: 1 - Taxes
This session is available to registrants only.
General Session
- Global Insurance Accelerator Partnerships and Trends
Speaker: Dan Israel, Global Insurance Accelerator (GIA)
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Ethics
Speaker: Boz Bostrom, CPA
Credits: 1 - Behavioral Ethics
This session is available to registrants only.
General Session
- Artificial Intelligence and Finance Transformation
Speaker: David Fourie, KPMG
Credits: 1 - Information Technology
This session is available to registrants only.
Breakout Session
- GAAP & SEC Update
Speaker: Andrew Pidgeon, Deloitte
Credits: 1 - Accounting
This session is available to registrants only.
- Insurance Operation Trends and Hot Topics
Speaker: Joshua Schwartz, PwC
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Stretch Break
This session is available to registrants only.
General Session
- Industry Leaders Hot Topic Panel
In this interactive panel discussion, we will explore some of the hottest topics shaping the insurance industry today. This engaging session will provide a unique opportunity to hear key insights from leading experts on important trends and developments. Don't miss this chance to stay ahead of the curve and gain valuable perspective into the future of insurance.
Panelists:
• Elisabeth Sandersfeld, CFO, Merchants Bonding Company
• Wendy Young, CFO, Fidelity & Guaranty Life
• Ken McCullum, EVP & CRO, Principal
• Moderator: Chris Yuska, Partner, EY
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
Non-Member Price $360.00
Member Price $300.00