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Southwestern Ohio CPE and Golf Scramble

Join us for the Southwestern Ohio Chapter 2026 CPE and Golf Scramble, August 24, 2026. The schedule will include two 50 minute CPE sessions (pending final agenda), boxed lunch with 11:30 - Noon golf check-in and Shot Gun start at Noon for Golf Scramble. Mulligans available for purchase to support IASA Scholarship Fund. $5 each - cash only, max 4 per team.

Registration:
CPE only: $60
Golf Scramble Only: $100
CPE and Golf Scramble: $130

Box lunch will be provided for all.

For the most up to date information on the schedule and the event please visit our agenda tab above. For any questions not answered on our site please contact Chesten Countryman and Nadine Schmidt.

Event Cancellation Policy: In the event you need to cancel your registration please email Tricia Stillman for assistance. All cancellations received by December 5, 2025 by 5PM EDT will be eligible for a full refund. Any cancellations received after December 5, 2025, 5PM EDT will not be eligible for a refund.

Complaint Resolution: Any complaints should be directed to IASA using any of the following contact methods: Office Telephone: (919) 489-0991, Tricia Stillman via e-mail: [email protected]

CPE Requirements:
1. Use your device's camera to scan the QR code provided for each session located at each session. Locate your name on the app and check starting up to 10 minutes before the session begins.

2. To check out, rescan the same QR code within 10 minutes after the session ends. Be sure to complete the included evaluation and provide your signature to finalize checkout for CPE.

Attendance Requirement: Full session attendance is mandatory to qualify for CPE credit. (We will not give partial credit)
Verification & Evaluation: Be sure to complete the included evaluation and provide your signature to finalize checkout. CPE Processing & Certificates: CPE credits will be processed within two weeks after the event. Attendees will receive an email notification once their certificates are available for printing. Assistance & Inquiries: Any CPE-related questions must be submitted within 30 days of the event. Requests made after this period will not be considered, and CPE credit will be forfeited. Record-Keeping: Attendees are responsible for maintaining their CPE records for certification purposes.

For a full list of our CPE policies and how to download your CPE certificate, please visit our website by clicking here.

When

8/24/2026 9:00 AM - 5:00 PM
Eastern Daylight Time

Where

1 Aston Oaks Drive North Bend, OH 45052 UNITED STATES

Registration

Registration is closed.

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Conference Agenda

Friday, December 12, 2025

9:00 AM – 9:30 AM

Registration

9:40 AM – 10:30 AM

Session Title: Practical Applications & Implications of GenAI in Insurance

Speaker: Ed Moran, KPMG

Attendees will gain knowledge of insurance use cases for GenAI and understand impediments and opportunities insurance companies may face in their adoption of GenAI. Risks and complications associated with adopting GenAi will also be discussed. Attendees will also gain insight into GenAI innovations that are emerging, and their likely application in insurance companies.

Learning Objectives:

Identify valuable use cases in insurance companies for GenAI.
Define opportunities and challenges GenAI will present for insurance companies.
Determine potential ways to adopt GenAI broadly across insurance companies.

Field of Study: Computer Software & Applications

Knowledge Level: Basic

Prerequisites: None

Advance Preparation: None

Delivery Method: Group Live

CPE: 1.0

10:40 AM – 11:30 AM

Session Title: OBBB Tax Update

Speaker: Kittrella Mikell, KPMG, Anthony Calabrese, KPMG

Attendees will gain a clear understanding of the latest changes introduced by the OBBB tax update, including key implications for compliance and planning. The session will provide practical insights and actionable strategies to help organizations navigate the new requirements and optimize their tax positions. Participants will also have the opportunity to ask questions and discuss real-world scenarios relevant to their business.

Learning Objectives:

Identify the key provisions and changes introduced by the OBBB tax update.
Distinguish between previous tax requirements and the new regulations under the OBBB update.
Interpret the impact of the OBBB tax update on organizational compliance and tax planning strategies.

Field of Study: Taxes

Knowledge Level: Basic

Prerequisites: None

Advance Preparation: None

Delivery Method: Group Live

CPE: 1.0

11:30 AM – 12:30 PM

Buffet Lunch

12:30 PM – 1:20 PM

Session Title: Switch Up & Step Up: Discovering Your Path to Your Best Self & Your Dream Career

Speaker: Emily Jackson

Emily's Switch Up & Step Up talk takes you through her story of feeling lost at different stages of her career path & how she discovered practical guides to find not only her dream industry, but to find her best self, & her desired career development path. With experience in multiple career paths and industries, Emily struggled to understand her best fit and find where she could continue to thrive. She learned that through deep self-reflection and developing her networking skills, she was able to solidify her goals and become a leader on the rise in a brand new industry.

Learning Objectives:

Define your values, passions, and transferable skills
Identify your next career moves to start working towards your dream roles and career path
Recognize the most effective ways to network and utilize your network for career advancement

Field of Study: Personal Development

Knowledge Level: Basic

Prerequisites: None

Advance Preparation: None

Delivery Method: Group Live

CPE: 1.0

1:20 PM – 2:10 PM

Session Title: GAAP Update

Speaker: Jennifer Weiner, EY

This course will help you understand the latest US GAAP accounting updates that affect insurers. You will also gain a better understanding of the reporting and auditing requirements related to insurance considerations.

Learning Objectives:

Determine requirements of select recently issued FASB guidance.
Identify key status updates for the current FASB technical agenda.
Recognize current developments at the SEC and PCAOB.

Field of Study: Accounting

Knowledge Level: Basic

Prerequisites: None

Advance Preparation: None

Delivery Method: Group Live

CPE: 1.0

2:10 PM – 2:20 PM

Break

2:20 PM – 3:10 PM

Session Title: STAT Update

Speaker: Ambry Turpen, EY

The session will provide attendees with background surrounding the recent exposures and approvals from the NAIC. The session will also provide the attendees background on current projects the NAIC is working on.

Learning Objectives:

Identify recent developments in NAIC statutory accounting and reporting requirements
Identify recent developments in regulatory capital requirements
Identify recent developments in key initiatives of the NAIC and the related implications on insurance company operations
Indicate the financial reporting implications of current matters

Field of Study: Accounting

Knowledge Level: Basic

Prerequisites: None

Advance Preparation: None

Delivery Method: Group Live

CPE: 1.0

3:20 PM – 4:10 PM

Session Title: Economic Outlook

Speaker: Ben Shoesmith

Join Ben Shoesmith, KPMG's Senior Economist, as he delves into the current economic landscape, analyzing the impacts of tariff policies and the broader economic forecast. Gain a deeper understanding of what these shifts mean for the media industry and what strategies can help media companies stay resilient and thrive in these uncertain times.

Learning Objectives:

Recognize the risks to the economic forecast.
Identify how the growth path for GDP will be impacted by different risks.
Determine the effects of monetary and fiscal policies.
Identify long-run headwinds facing the US economy.

Field of Study: Economics

Knowledge Level: Basic

Prerequisites: None

Advance Preparation: None

Delivery Method: Group Live

CPE: 1.0

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