Insurance Industry Conference
Webcast
8.00 Credits
Member Price $300.00
Price will increase by $35 after 5/18
Non-Member Price $360.00
Price will increase by $35 after 5/18
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.
Wednesday, June 18
Optional Session
- Optional Bonus Session: Navigating Ethical Leadership - Strategies for Making the Right Call
Attend this session and receive one (1) additional hour of CPE credit (8 hours total).
Leadership comes with tough decisions, some of which test ethical boundaries. This session explores examples of ethical failures and the consequences they bring. Learn practical strategies for making sound, values-driven decisions while balancing competing interests. Walk away with a stronger ethical framework to lead with confidence and integrity.
Speaker: Boz Bostrom, CPA | College of Saint Benedict and Saint John’s University
This session is available to registrants only.
General Session
- Welcome
This session is available to registrants only.
General Session
- Iowa Department of Insurance Update
Discover the latest advancements, regulatory shifts and essential insights crucial for navigating the evolving insurance landscape in the upcoming year.
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
This session is available to registrants only.
Breakout Session
- NAIC Update
What’s new at the NAIC this year in statutory reporting and accounting? This session will cover key updates from the 2024 NAIC Spring National Meeting held in March, including highlights relevant to insurers and preparers. It will also provide an overview of the finalized risk-based capital formula reporting formats released in April, as well as the 2025 annual statement reporting format changes finalized in late May. Gain guidance to help companies navigate internal process adjustments in response to these changes.
Speaker: Connie Jasper Woodroof
This session is available to registrants only.
- Tax Update
Speakers: Brandy Shy, FORVIS and Mary Beth Zajicek, Deloitte
This session is available to registrants only.
General Session
- Global Insurance Accelerator Partnerships and Trends
Speaker: Dan Israel, Global Insurance Accelerator (GIA)
This session is available to registrants only.
General Session
- Current Issues in Business Ethics 2025
Stay up to date on the latest business ethics issues impacting accounting and finance professionals. Explore key laws and regulations shaping the profession, analyze real-world ethical violations and their consequences, and gain practical strategies for navigating complex ethical challenges with confidence.
Speaker: Boz Bostrom, CPA | College of Saint Benedict and Saint John’s University
This session is available to registrants only.
General Session
- Artificial Intelligence and Finance Transformation
Speaker: David Fourie, KPMG
This session is available to registrants only.
Breakout Session
- GAAP & SEC Update
Speaker: Andrew Pidgeon, Deloitte
This session is available to registrants only.
- Insurance Operation Trends and Hot Topics
Speaker: Joshua Schwartz, PwC
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:
- Ken McCullum, EVP & CRO, Principal
- Elisabeth Sandersfeld, CFO, Merchants Bonding Company
- Wendy Young, Chief Liability Officer, Fidelity & Guaranty Life
- Moderator: Chris Yuska, Partner, EY
This session is available to registrants only.
Non-Member Price $360.00
Member Price $300.00