IASA XchangeTM lite  March 22-23, 2021

OnPOINT | March 22, 2021



               


Join us for both events and hear 2 keynote speakers, 20 industry sessions including Diversity & Inclusion and Women in Leadership, and 1 executive forum, OnPOINT.  Experience 1 new meeting platform, 1 fireside chat, and have 2 days of networking with your peers, while engaging in exclusive exhibitor presentations.  



Reason 1
Exhibitor Presentations
& Expanded Customized
 CPE 
Educational Tracks
to Meet Your Specific Needs
.

                                                                                           
Reason 2
Connect & Network with Solution Providers. 
Find Products
& Services to Propel 
         your Business.
   
                     
Reason 3
Fireside Chat with
Jon Picoult. 
Get a Deeper Dive into
Keynote Topics.

                                                                                             
 Reason 4
IASA XchangeTM lite
Keynote Speaker
John Garrett
 &
OnPOINT
Keynote Speaker
Jon Picoult.


                                                                                                            
Reason 5
 New Sessions
Diversity & Inclusion, 
Women in Leadership.
           Join the Conversation                  to Drive Change. 
   
      




Schedule at a Glance

OnPOINT | March 22, 2021 - Keynote Speaker

 
   Jon Picoult
    ACCLAIMED KEYNOTE SPEAKER, WIDELY-PUBLISHED WRITER, ADVISOR TO CEOs

Jon Picoult helps companies impress their customers and inspire their employees, creating “raving fans” that drive business growth. He is a noted authority on customer experience (CX), and founder of Watermark Consulting, a leading CX advisory firm.  A sought-after business advisor and speaker, Jon’s insights have been featured in dozens of media outlets, including The Wall Street Journal, The New York Times, NBC News, Forbes, Carrier Management and Best’s Review.

He has worked with some of the world’s foremost brands, personally advising chief executives and other members of the C-Suite. Jon has helped these organizations capitalize on the power of loyalty – both in the marketplace and in the workplace.

Prior to establishing Watermark, Jon held senior executive roles at Fortune 100 insurance companies – leading service, operations, distribution, technology, sales and marketing. Early in his career, at the age of 29, Jon earned the distinction of becoming the youngest executive officer in the over 150-year history of a leading, global financial services company.

Jon received his A.B. in Cognitive Science from Princeton University and his M.B.A. in General Management from Duke University.  Follow Jon on Twitter @JonPicoult.

OnPOINT Event Schedule | 7 CPE Credits

March 22, 2021
(All Sessions Are Eastern Time)
Start
Time
   Track    Topic   Speaker
10:00am  Welcome Laurie
Macklosky 
 10:05am-
10:55am
Keynote Keynote Speaker
The Art and Science of a Great Customer Experience
Jon
Picoult 
 11:00am-
11:55am
 Finance/Investments Internal Control Considerations in the COVID-19 New Normal  Ryan Boggs &
Wesley McLeod

 11:00am-
11:55am
  Technology Strengthening Cybersecurity in Response to Top Trends
and Threats for 2021
Jay Monga &
Natalie Pintar
 12:00pm-
12:55pm
 Talent Management  Does Corporate Culture Matter Anymore? Cathy
Ellwood
 12:00pm-
12:55pm
 Risk  Are you Adequately Monitoring Your Risk Mitigation Strategies? Lisa
Cosentino
 1:00pm-
1:55pm
Technology Insurtech: Solving Real Problems Burch
LaPrade
 1:00pm-
1:55pm
Risk/Fraud  Easy Catch: Don't be a Phish in the Dark Net Mark
Lanterman 
 2:00pm IASA XchangeTM lite Begins
 


 



IASA XchangeTM lite| March 22-23, 2021 | Keynote Speaker

   
   John Garret
     RECOVERING CPA,  CORPORATE COMEDIAN

John Garrett is a nationally recognized speaker and emcee who draws on his condition as a recovering Big Four CPA to deliver messages that hit home with corporate audiences.  

John Garrett has performed in Las Vegas, has opened for comedian Louie Anderson in Atlantic City and been seen in concert with the band Train. You may have heard his stand-up comedy on the nationally-syndicated Bob & Tom Radio Show or tracks from his comedy album on Sirius XM Satellite Radio. And he’s written two shows that were nominated for an Emmy!

All of this from someone who used to be an accountant. After several years in public accounting being told to “think outside the box”, John decided it was better to “live” outside the box. He became a corporate speaker and is quickly making a name for himself as a "recovering CPA" as he visits firms and conferences across the US and Canada.

IASA XchangeTM lite Event Schedule | 14 CPE Credits


                 
  Day 1
March 22, 2021

(All Sessions Are Eastern)

                          Day 2
March 23, 2021

(All Sessions Are Eastern)
   
    
 Start Time  Track       Topic Speaker    Start Time  Track    Topic  Speaker  
 2:00pm-
2:05pm 
  Welcome
Opening Remarks 
Laurie Macklosky 
1:00pm-
1:05pm
  Welcome
Opening Remarks
Kerry
Crockett
 
 2:05pm-
2:55pm
 Keynote Keynote Speaker
The Recovering CPA
John
Garrett 

1:05pm-
1:55pm
 Diversity & Inclusion Diversity, Equity and Inclusion -
Driving Organizational Change
Brett Carter &
Sinead Condon
3:00pm-3:55pm

 InsureTech InsurTech Implementation:
Impact, Opportunities & Challenges
Ryan Smith,
Neil Betteridge,   David Lyman &
Erik Keninger

1:05pm
1:55pm
 Finance Sustainable Investing, ESG and the Insurance Industry: the Tide is
Coming In (FAST)
Robert Smith
 3:00pm-
3:55pm
 Risk How Wearable Tech is Disrupting Risk, Safety & Claims for Insurers Thomas West 
2:00pm-
2:55pm
 Talent Management Assessing Leadership Competencies
in a Virtual World
Cathy Ellwood
4:00pm-
4:55pm
 Business Operations Adapt and Recalibrate: Company Culture Post COVID  Nikki Dugan
2:00pm-
2:55pm
Hot Topics The Chase: Actively Pursuing Career Goals Through Professional Development Cassi Marshall
4:00pm-
4:55pm
Risk Leveraging Third Party Data for Marketing, Underwriting and Claims
Eric Weisburg
3:00pm-
3:55pm
Information Technology  From Conceptualization to Visualization with Actionable Data Joe Perez
 5:00pm-
5:55pm
 Women in Leadership The Myth of Work/Life Balance:
A Primer for Working Women
in the Age of COVID 

Margo
Andersen
& Kristine
Weber

3:00pm-
3:55pm
 Risk Being Resilient to Third Party Risk,
Are You As Good As
You Think You Are?
John Romano &
Phil Schmoyer
5:00pm-
5:55pm
  Talent Management Overcoming Your Own Biases to
Make Better Ethical Decisions
Robert Bird
4:00pm-
4:55pm
Finance
Economic Forecast
Vin Delucia, Tony Minopoli, John Stoltzfus & Carl Terzer
6:15pm Fireside Chat  Fireside Chat - OnPOINT Keynote
*Limited to 50 registrants
Registration for OnPOINT
Attendees Only
Jon 
Picoult 

 
 

     Conclusion of Day 1         Conclusion of Day 2   





Pricing for Event


                    


Early Bird Registration Fees

Early Registration Discount Deadline: March 5, 2021 at 3:00pm ET

2021 IASA Early Bird Fees
Type
            Event   2021 
Early Fees


     
Member 2-day IASA XchangeTM lite Only $299.00
Nonmember 2-day IASA XchangeTM lite Only $399.00
Student Member 2-day IASA XchangeTM lite Only $49.00 
Student Nonmember 2-day IASA XchangeTM lite Only $99.00 
Member 2-day  IASA XchangeTM lite  & OnPOINT  $399.00
 Nonmember  2-day  IASA XchangeTM lite  & OnPOINT   $499.00
     
Member Single Day - Monday IASA XchangeTM lite Only   $199.00
Nonmember  Single Day - Monday IASA XchangeTM lite Only  $299.00
Student Member  Single Day - Monday IASA XchangeTM lite Only  $29.00
Student Nonmember  Single Day - Monday IASA XchangeTM lite Only  $49.00
       
 Member Single Day - Tuesday IASA XchangeTM lite Only $199.00 
 Nonmember  Single Day - Tuesday IASA XchangeTM lite Only  $299.00 
 Student Member  Single Day - Tuesday IASA XchangeTM lite Only  $29.00 
 Student Nonmember  Single Day - Tuesday IASA XchangeTM lite Only  $49.00 
       
 Member  Single Day - Monday   IASA XchangeTM lite  & OnPOINT $329.00 
 Nonmember  Single Day - Monday   IASA XchangeTM lite  & OnPOINT  $429.00
       
 Member   Single Day - Monday  OnPOINT Only  $149.00
 Nonmember   Single Day - Monday  OnPOINT Only $199.00 
       
 Guest Single Day - Monday  IASA XchangeTM lite Only Comp 
 Guest  Single Day - Tuesday IASA XchangeTM lite Only Comp 
       



Late Event Registration Fees

2021 IASA Late Fees
Type
            Event   2021
Late Fees


     
Member 2-day IASA XchangeTM lite Only $399.00
Nonmember 2-day IASA XchangeTM lite Only $499.00
Student Member 2-day IASA XchangeTM lite Only $99.00  
Student Nonmember 2-day IASA XchangeTM lite Only $149.00  

Member 2-day  IASA XchangeTM lite  & OnPOINT  $499.00
 Nonmember  2-day IASA XchangeTM lite  & OnPOINT   $599.00
     
Member Single Day - Monday IASA XchangeTM lite Only  $299.00
Nonmember  Single Day - Monday IASA XchangeTM lite Only  $399.00
Student Member  Single Day - Monday IASA XchangeTM lite Only  $49.00
Student Nonmember  Single Day - Monday IASA XchangeTM lite Only  $99.00
       
 Member Single Day - Tuesday IASA XchangeTM lite Only $299.00 
 Nonmember  Single Day - Tuesday IASA XchangeTM lite Only  $399.00 
  Student Member  Single Day - Tuesday IASA XchangeTM lite Only  $49.00 
 Student Nonmember  Single Day - Tuesday IASA XchangeTM lite Only  $99.00 
       
 Member  Single Day - Monday  IASA XchangeTM lite  & OnPOINT $429.00 
 Nonmember  Single Day - Monday  IASA XchangeTM lite  & OnPOINT  $529.00
       
 Member   Single Day - Monday   OnPOINT Only  $199.00
 Nonmember   Single Day - Monday   OnPOINT Only $299.00 
       
 Guest Single Day - Monday   IASA XchangeTM lite Only Comp 
 Guest  Single Day - Tuesday  IASA XchangeTM lite Only Comp  
       






Important Message Regarding CPE:
If you would like CPE credits for this event, you will be REQUIRED to answer Yes or No to obtain CPE Credit during the registration process.  To meet NASBA requirements for any partial credit sessions, you MUST attend one 50 minute session prior to any partial credit session (less than 50 minutes).  This requirement can be met by attending the Keynote on Monday and Super Session on Tuesday.  It is your responsibility to meet the requirements set forth by your state boards for CPE credit.  Session Evaluations will be sent following the event and certificates will be generated by logging in to IASA's new Learning Management System (LMS),  scheduled for launch in later June.  You will be notified when you can access the LMS to print your certificate.


Cancellation Policy
Cancellations made by March 8, 2021, 11:59 pm EST will be able to receive a refund of registration fees less 15% admin fee.  All cancellations must be received in writing and sent to kbohannon@iasa.org
Cancellations after March 8, 2021 will not receive a refund but will be granted access to all session recordings.

 

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.

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