The teams getting ahead of this aren't working harder, they're reimagining the process by unifying teams and data on a single governed platform, with AI applied where it genuinely accelerates the work. The payoff is capacity and confidence: experts freed to focus on analysis instead of reconciliation, and audit-ready filings that hold up to regulatory scrutiny. Join this webinar sponsored by Workiva to see what that path forward looks like in practice.
To reinforce the concepts discussed, the program concludes with a brief demonstration illustrating how these principles can be applied in practice using a modern reporting platform. The demonstration is designed to connect the educational content to real-world implementation and provide attendees with a tangible example of the capabilities discussed throughout the session.
Attendees will earn 1.0 CPE credit for participating in the complete educational program, including the concluding demonstration and Q&A.
Learning Objectives:
- Identify the primary causes of "last mile" reporting inefficiencies in insurance regulatory reporting, including reconciliation challenges across Finance, Actuarial, and Risk functions.
- Differentiate traditional spreadsheet-based reporting processes from governed, integrated reporting platforms that unify data, workflows, and cross-functional collaboration.
- Determine appropriate use cases for AI in insurance regulatory reporting by evaluating governance, regulatory considerations, and opportunities to improve reporting efficiency, accuracy, and audit readiness.
Delivery Method: Group Internet Based
Field of Study: Accounting
Program Knowledge Level: Basic
Prerequisites: None
Advance Preparation: None
CPE: 1.0
Registration: This event is free to IASA Members and $50 for Non-Members.
Upon completing your registration, you will receive an order confirmation email followed by a webinar confirmation email with a link to join the webinar and a link back to the event to access an Add to Calendar invitation.
Handouts will be available within the platform if approved by the speaker.
CPE Requirements and Certificates:
To qualify for CPE, attendees must be present for 50 minutes, complete three polling questions (answers do not need to be correct to receive credit), complete the evaluation via the survey widget, and answer one test question to enable certificate printing within the attendee console. Reminder details will be provided before and during the event. It is the attendee's responsibility to file their CPE certificate with the IRS or applicable State Board.
Questions & Cancellations: Should you have any additional questions regarding the event or need to cancel, please contact Gina Jolly. Cancellations must be received by August 20 for a refund.
Complaint Resolution: Any complaints should be directed to IASA using one of the following contact methods: Office Telephone: (919) 489-0991, Tricia Stillman, or Gina Jolly.
For a full list of our CPE policies, please visit our website by clicking here.
