SCHEDULE

Expect the following great topics and more in June.

NAIC Accounting Update, NAIC Reporting Update, Tax Update, and more.

IASA Xchange™

Current Schedule

START END SESSION  
6:30 PM 8:30 PM Opening Reception
 

 

All times ET

Current Schedule

START END SESSION   SPEAKER
7:00 AM 5:00 PM IASA Registration
8:00 AM 8:45 AM Continental Breakfast
9:00 AM 9:30 AM Welcome – Opening Remarks
9:30 AM 10:30 AM

Keynote – Reframing Diversity, Equity & Inclusion; How Difference Can Make a Difference

Watch Speaker Reel

Wema Hoover
10:45 AM 11:30 AM Fireside Chat – Wema Hoover Wema Hoover
10:30 AM 3:45 PM Exhibit Hall Open
10:30 AM 3:45 PM Brella Networking
10:30 AM 11:00 AM Break
11:00 AM 1:00 PM Bark Park – Pet Therapy Dogs
11:00 AM 11:30 AM Understanding & Managing Your Personal Brand Darin Reffitt, Guidewire Software
11:00 AM 11:30 AM Reinsurance Placement Cycle

Christa Coletti, BMS Re US

Gavin Brennan, BMS Re US

11:00 AM 11:30 AM The New Paradigm of the Brand-bassador Nikki Dugan, Sapiens
11:30 PM 1:30 PM Lunch with Exhibitors and Open Hall
12:00 PM 1:00 PM Critical Conversations
12:00 PM 12:30 PM Vertafore Product Showcase
12:30 PM 1:00 PM Sovos Compliance Product Showcase
12:30 PM 1:30 PM SimCorp Exhibitor Seminar
1:00 PM 1:30 PM Transcard Product Showcase
1:30 PM 3:00 PM The New H NAIC Committee and the Impact on the Industry

Commissioner Birrane, Maryland Insurance Admin.

1:30 PM 3:00 PM Set Forth on a Cloud Journey

Zachary Gustafson, Guidewire

Doug Benalan, CURE Auto Insurance

Rebecca Shaffer, CURE Auto Insurance

1:30 PM 2:30 PM NAIC Accounting Update

Jim Pinegar, NAIC

Julie Gann, NAIC

1:30 PM 2:30 PM Burnout at Work – Recognizing and Doing Something About It Cathy Ellwood, Ellwood Enterprises
1:30 PM 2:00 PM
Empowerment: How to Get it and Keep it*
Sinead Condon, Guidewire Software
1:30 PM 2:30 PM The New Professionalism: Reclaiming your personal brand in a hybrid workplace Darin Reffitt, Guidewire Software
2:30 PM 3:45 PM Break
3:15 PM 4:15 PM The Mechanics of Succession Planning Barbara Low, Talent Management Consulting
3:15 PM 4:15 PM Business Resilience: Reduce Disruption. Improve Recovery Linda Conrad, Everest Re
3:15 PM 4:15 PM NAIC Reporting Update

Mary Caswell, NAIC

Tip Tipton, Thrivent

3:15 PM 4:15 PM Generational Perceptions of DE&I Approaches in the Insurance Industry — Students & Early Career Panel

Gabby Banks, East Carolina University

Lindsey Spann, IAT Insurance Group

Naima Hunter, IAT Insurance Group

Polisma Mayadav, DHG

3:15 PM 4:15 PM
State of the Insurance Industry: A media perspective*

Patricia Harman, ALM

Elizabeth Blosfield, Wells Media

Joanna Sullivan, Baltimore Business Journal

3:15 PM 4:15 PM Financial Impact of Reinsurance Decisions Stephen Korducki, BMS Re US
4:15 PM 4:30 PM Break
4:30 PM 5:30 PM
Tech Tank*

Eileen Potter, Abbyy

Jen Linton, Fenris

Matt Hooke, Baltimore Business Journal

Metod Topolnik, SimplePin, LLC

Mislav, Majic, SimplePin, LLC

Tina Williams-Koroma, CyDeploy, Inc.

*These sessions DO NOT have CPE and will NOT have polling

All times ET

Current Schedule

START END SESSION   SPEAKER
7:00 AM 5:00 PM IASA Registration
8:00 AM 9:45 AM Breakfast in Exhibit Hall
8:00 AM 1:30 PM Exhibit Hall Open
8:00 AM 1:30 PM Brella Networking
9:30 AM 10:3o AM Super Session: Flexibility, Income, AND Innovation: Can MGAs Rescue Insurance?

Douglas Ver Mulm, Stable Insurance

Jennifer Overhulse, St. Nick Media Services

Nick Lamparelli, reThought Insurance

11:00 AM 1:00 PM Bark Park – Pet Therapy Dogs
11:00 AM 12:00 PM Bridging the Gap – A Panel Discussion

Meagan Radloff, BKD CPAs & Advisors

Nikki Dugan, Sapiens

Sinead Condon, Guidewire

11:00 AM 12:00 PM Fostering a Culture of Innovation and Best Practices for Leveraging “InsurTech” Solutions Jason Gross
11:00 AM 12:00 PM Regulators Town Hall

Carrie Mears, Iowa Insurance Division

Charles Therriault, NAIC

Julie Gann, NAIC

11:00 AM 12:00 PM Common Sense Ideas on How to Get Along Better with the Important People in Your Life Paul Heacock, BASIC Relationships
11:00 AM 12:00 PM What Exactly is AI & ML and Physical Applications Tim Garza, Duco Technology, Inc.
12:00 PM 1:30 PM Lunch with Exhibitors
12:30 PM 1:30 PM Critical Conversations
1:30 PM 2:30 PM Current Trends of the Reinsurance Marketplace

Christa Coletti, BMS Re US

Gavin Brennan, BMS Re US

1:30 PM 2:30 PM Thriving in Difficult Times by Increasing Mental Fitness Melissa O’Hara, O’Hara Solutions Group
1:30 PM 2:30 PM Keeping up with Investment Accounting Updates

Sabrina Wilson, Clearwater Analytics

Jim Pinegar, NAIC

1:30 PM 2:30 PM The Growing Importance of ESG in the Insurance Industry: A Panel Discussion

Daniel Ryan, AM Best Co.

John Romano, Baker Tilly

1:30 PM 2:30 PM Data Integrity – Obstructing the Financial Insurance Ecosystem panel

Jennifer Overhulse, St. Nick Media Services

Wendy Aarons – Corman, OWIT Global

2:30 PM 3:00 PM Break
3:00 PM 4:30 PM Billion Dollar Disasters and Extreme Weather Trends

Andrew Siffert, BMS RE

3:00 PM 4:00 PM The Career Advancement Toolbox

Nikki Dugan, Sapiens

Nikki Fleming, High Definition Vehicle Insurance

Sinead Condon, Guidewire Software

3:00 PM 4:00 PM Be Heard with a Powerful Voice Cynthia Zhai, speaker
3:00 PM 4:00 PM Technology Governance, Risk, and Compliance: A focus on information technology audits, examinations, and assessments and how to prepare for them Russ Sommers, Baker Tilly
3:00 PM  4:00 PM PCAOB/SEC/GAAP Update

Shawn Grotte, BKD, LLP

Taylor Longacre, Forvis, LLP

4:15 PM 5:15 PM Workplace Origami: Making sense of the forces resetting the workplace Alexander Alonso, SHRM
6:00 PM 8:00 PM IASA Reception

 

All times ET

Current Schedule

START END SESSION   SPEAKER
7:30 AM 10:00 AM IASA Registration
7:30 AM 8:00 AM Breakfast
8:00 AM 8:30 AM IASA Business Meeting
8:30 AM 9:00 AM Closing Remarks
9:00 AM 10:00 AM

Closing Keynote – Adaptation Advantage: Leading in a Post Pandemic World

Watch Speaker Reel

Heather McGowan
10:00 AM 10:30 AM Break
10:30 AM 11:30 AM Preparing for your Statutory Examination and Audits

Brian Maynard, TAC4 Solutions

Kay Osbourn, TAC4 Solutions

10:30 AM 11:30 AM Recruiting for Skills, Not Experience Brett Carter, The Jacobson Group
10:30 AM 11:30 AM
Sabotaging Your Own Success: How to Reprogram the Mind to Win*
Stephanie Hendrick, author/speaker
10:30 AM 11:30 AM The State of Insurance and Natural Disasters Austin Perez, National Association of REALTORS®
10:30 AM 11:30 AM Tax Update

Brandy Shy, BKD CPAs & Advisors

Tom Wheeland, BKD CPAs & Advisors

*Sessions DO NOT have CPE and will NOT have polling

All times ET

Virtual Schedule

START END SESSION   SPEAKER
Monday
9:00 AM 9:30 AM Welcome – Opening Remarks
9:30 AM 10:30 AM Keynote – Reframing Diversity, Equity & Inclusion; How Difference Can Make a Difference Wema Hoover,  Global DE&I Leader, Coach, Culture Curator
11:00 AM 11:35 AM To the Point! Session: Understanding and Managing Your Personal Brand Darin Reffit, Guidewire Software
11:00 AM 11:35 AM To the Point! Session: Reinsurance Placement Cycle

Christa Coletti, BMS Re

Gavin Brennan, BMS Re

1:30 PM 2:30 PM The New Professionalism: Reclaiming Your Personal Brand in a Hybrid Workplace Darin Reffitt, Guidewire Software
1:30 PM 2:30 PM Set Forth on a Cloud Journey

Doug Benalan, CURE Auto Insurance

Rebecca Shaffer, CURE Auto Insurance

Zachary Gustafson, Guidewire

1:30 PM 2:30 PM NAIC Accounting Update

Jim Pinegar, NAIC

Julie Gann, NAIC

1:30 PM 2:00 PM
Empowerment: How to Get It and Keep It*

Sinead Condon, Guidewire Software

3:15 PM 4:15 PM Financial Impact of Reinsurance Decisions Stephen Korducki, BMS Re US
3:15 PM 4:15 PM The Mechanics of Succession Planning Barbara Low, Wipfli, LLP
3:15 PM 4:15 PM NAIC Reporting Update

Mary Caswell, NAIC

Tip Tipton, Thrivent

3:15 PM 4:15 PM Generational Perceptions of DE&I Approaches in the Insurance Industry (Students and Early Career Panel)

Gabby Banks, ECU student

Lindsay Spann, IAT Insurance Group

Naima Hunter, IAT Insurance Group

Polisma Yadav, DHG

4:30 PM 5:30 PM
Tech Tank*
TUESDAY
9:30 AM 10:30 AM Super Session: Flexibility, Income, AND Innovation: Can MGAs Rescue Insurance?

Douglas Ver Mulm, Stable Insurance

Jennifer Overhulse, St. Nick Media Services

Nick Lamparelli, The Yellow Book Road

11:00 AM 12:00 PM Commonsense Ideas on How to Get Along with the Important People in Your Life Paul Heacock, BASIC Relationships
11:00 AM 12:00 PM Regulators Town Hall

Carrie Mears, Iowa Insurance Division

Charles Therriault, NAIC

Julie Gann, NAIC

11:00 AM 12:00 PM Bridging the Gap

Meagan Radloff, BKD CPAs & Advisors

Nikki Dugan, Sapiens

Sinead Condon, Guidewire Software

1:30 PM 2:30 PM Thriving in Difficult Times by Increasing Mental Fitness Melissa O’Hara, O’Hara Solutions Group
1:30 PM 2:30 PM The Growing Importance of ESG in the Insurance Industry

Daniel Ryan, AM Best Co.

John Romano, Baker Tilly

1:30 PM 2:30 PM Data Integrity- Obstructing the Financial Insurance Ecosystem

Art Salvadori, Crowe LLP

Jennifer Overhulse, St. Nick Media Services

Ken Zieden-Weber, EVP & COO/CFO

Wendy Aarons-Corman, OWIT Global

3:00 PM 4:00 PM Be Heard with a Powerful Voice Cynthia Zhai, Professional Speaker and Author
3:00 PM 4:00 PM Billion Dollar Disasters and Extreme Weather Trends Andrew Siffert, BMS RE
3:00 PM 4:00 PM PCAOB/SEC/GAAP Update
4:15 PM 5:15 PM Workplace Origami: Making Sense of the Forces Resetting the Workplace (SHRM Companion Society Session) Alexander Alonso, SHRM
WEDNESDAY
9:00 AM 10:00 AM Keynote – Adaptation Advantage: Leading in a Post Pandemic World Heather McGowan, HeatherMcGowan.com
10:30 AM 11:30 AM
Sabotaging Your Own Success: How to Reprogram the Mind to Win*
10:30 AM 11:30 AM The State of Insurance and Natural Disasters Austin Perez, National Association of REALTORS
10:30 AM 11:30 AM Tax Update

Brandy Shy, BKD CPAs & Advisors

Tom Wheeland, BKD CPAs & Advisors

 

*Sessions DO NOT have CPE and will NOT have polling

All times ET

CPE Policies

For information on IASA’s e-learning webinar series CPE refund, cancellation, and complaint resolution policies, see our e-Learning Center CPE landing page. All webinars are on basic subject matter with no prerequisites required to attend.

IASA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.