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Insurance Industry Conference

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(Check-In 7:45am CST)

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7.00 Credits

Member Price $300.00

Price will increase by $35 after 5/20

Non-Member Price $360.00

Price will increase by $35 after 5/20

Overview

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.

Receive 8 CPE Hours with the Bonus Session!

Highlights

See agenda tab above for the full conference schedule.

Designed For

CPAs and financial professionals working in or with the insurance industry.

Objectives

To provide the latest information on current issues affecting the insurance industry.

Notice

All materials will be available to download in advance and participants will receive an email two days prior to the course date. Materials will also be posted in the “My CPE” section of the NESCPA website.

This event is co-sponsored with Iowa Society of CPAs.

Thursday, June 20

General Session

8:00am - 8:10am CDT Welcome

This session is available to registrants only.

General Session

8:10am - 8:25am CDT Iowa Insurance Division Updae

Speaker: Doug Ommen, Insurance Commissioner, Iowa Insurance Division

This session is available to registrants only.

General Session

8:25am - 9:15am CDT Economic Update

Speaker: To be announced soon.

This session is available to registrants only.

Breakout Session

9:25am - 10:15am CDT GAAP/PCOAB/SEC Update

Speaker: Andrew Pidgeon, Deloitte

This session is available to registrants only.

9:25am - 10:15am CDT New Trends in InsurTech and Capital Markets

Panelists:

  • Ellen Willadsen, Chief Innovation Officer, Holmes Murphy
  • Nicole Gunderson, Principal, ManchesterStory
  • Dan Israel, Managing Director, Global Insurance Accelerator
  • Moderator: Susan Hatten, Chief Operating Officer, BrokerTech Ventures

This session is available to registrants only.

General Session

10:25am - 11:15am CDT NAIC Update

Speaker: Connie Jasper Woodroof, CJW Associates

This session is available to registrants only.

Optional Session

11:30am - 12:20pm CDT Optional Bonus Session: Ethics, Integrity and Accountability 2024: How Are We Doing?

Attend this session and receive one (1) additional hour of CPE credit (8 hours total).

Speaker: Tom Westbrook, Ph.D., Drake University

This session is available to registrants only.

General Session

12:30pm - 1:20pm CDT Ethics, Integrity and Accountability 2024: It Could Happen To You

Speaker: Tom Westbrook, Ph.D., Drake University

This session is available to registrants only.

Breakout Session

1:30pm - 2:20pm CDT ESG

Speaker: Mike Nichols, EY

This session is available to registrants only.

1:30pm - 2:20pm CDT Tax Update

Speaker: Andy Seydel, EY

This session is available to registrants only.

Breakout Session

2:30pm - 3:20pm CDT Principles Based Bond Project

This session explores key context for understanding the new principles based bond definition standard for statutory accounting. Gain valuable insights and background from the main regulator that led the development for the standard.

Speaker: Kevin Clark, Iowa Insurance Division

This session is available to registrants only.

2:30pm - 3:20pm CDT Washington Update

Speaker: Scott McLucas, KPMG

This session is available to registrants only.

General Session

3:30pm - 4:20pm CDT Hot Topics Panel

Panelists:

  • Kelli Eddy, COO, FBL Financial Group
  • Scott Jean, CEO, EMC Insurance Company
  • Moderator: Patti Martin, Managing Director, Deloitte

This session is available to registrants only.

Non-Member Price $360.00

Member Price $300.00