IASA XchangeTM lite  January 25-26, 2021

OnPOINT | January 25, 2021





IASA XchangeTM lite, Here's What You'll Learn

Say goodbye to 2020 and kick off 2021 with IASA Xchange
TM lite and our exclusive executive event, OnPOINT!  Whether you are one of our thousands of IASA members or not, register and enhance your connection to ignite your professional passion.  Expand your knowledge, learn and engage with industry leaders in IASA and discover rising educators in the field that will provide you with a deeper understanding in your topic of interest.
 
Experience Our Exclusive C-Suite OnPOINT Event

OnPOINT is an executive experience within IASA Xchange
TM lite and is dedicated to C-Suite executives. Hear Keynote Speaker, Jon Picoult discuss, "The Art and Science of a Great Customer Experience."  Get the answers to, "
In the crowded insurance and financial services marketplace, how do you get your business to stand out from the crowd?"  


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, 2 fireside chats, and have 2 days of networking with your peers, while engaging in exclusive exhibitor presentations.  


Top 5 Reasons to Attend IASA XchangeTM lite & OnPOINT

 

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
Two Exclusive 
Fireside Chats. 
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. 
          



Interested in Sponsorship Opportunities?

Click Here to Visit our Sponsorship Page

OnPOINT | January 25, 2021
OnPOINT 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

    January 25, 2021
(All Sessions Are Eastern Time)
 
 Start
Time
   Track    Topic   Speaker
 10:00am    Welcome Laurie
Macklosky 
 10:05am Keynote  OnPOINT Keynote Speaker
The Art and Science of a Great Customer Experience
Jon
Picoult 
 11:00am  Finance/Investments Internal and IT Control Considerations in the
COVID-19 New Normal 
Ryan Boggs &
Wesley McLeod

 11:00am   Technology Strengthening Cybersecurity in Response to Top Trends
and Threats for 2021
Jay Monga &
Natalie Pintar
 12:00pm  Talent Management  Does Corporate Culture Matter Anymore? Cathy
Ellwood
 12:00pm  Risk  Are you Adequately Monitoring Your Risk Mitigation Strategies? Lisa
Cosentino
 1:00pm Technology Insurtech: Solving Real Problems Burch
LaPrade
 1:00pm   How the Election Results Could Impact your Company and
Decisions for your C-Suite
--- 
 2:00pm   IASA XchangeTM lite Begins  
 


 



IASA XchangeTM liteJanuary 25-26, 2021
IASA XchangeTM lite Keynote Speaker


   John Garrett
    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
January 25, 2021
(All Sessions Are Eastern)

                          Day 2
January 26, 2021
(All Sessions Are Eastern)
     
    
 Start Time  Track       Topic Speaker    Start Time  Track     Topic  Speaker  
 2:00pm 
  Welcome
Opening Remarks 
Laurie Macklosky  1:00pm   Welcome
Opening Remarks
Kerry
Crockett
 
 2:05pm  Keynote IASA XchangeTM lite - Keynote Speaker
The Recovering CPA
John
Garrett 
1:05pm  Diversity & Inclusion Diversity, Equity and Inclusion - Driving Organizational Change
Brett Carter &
Sinead Condon
3:00pm

 InsureTech InsureTech Implementation: Impact, Opportunities & Challenges Neil Betteridge 1:05pm  Finance Sustainable Investing, ESG and the Insurance Industry: the Tide is Coming In (FAST) Robert Smith
 3:00pm
 Risk How Wearable Tech is Disrupting Risk, Safety & Claims for Insurers Thomas West  2:00pm  Talent Management Assessing Leadership Competencies in a Virtual World Cathy Ellwood
4:00pm  Business Operations Leases and Fixed Assets in an Increasingly
Virtual Business World
 Tim Hicks 2:00pm  Hot Topics The Chase: Actively Pursuing Career Goals Through Professional Development Cassi Marshall
4:00pm Risk Leveraging Third Party Data for Marketing, Underwriting and Claims
Eric Weisburg 3:00pm Information Technology  From Conceptualization to Visualization with Actionable Data Joe Perez
 5:00pm  Women in Leadership The Myth of Work/Life Balance: A Primer for Working Women in the Age of COVID 
Kristine
Weber
3:00pm  Risk Being Resilient to Third Party Risk, Are You As Good As You Think You Are? John Romano &
Phil Schmoyer
5:00pm   Talent Management  Overcoming Your Own Biases to Make Better Ethical Decisions Robert Bird    4:00pm   Coming Soon
6:15pm Fireside Chat  Fireside Chat - OnPOINT Keynote
*Limited to 50 registrants
Registration for OnPOINT Attendees Only
Jon 
Picoult 
 4:00pm   Coming Soon
----- -----  ----- -----  5:15pm  Fireside Chat  Fireside Chat 
*Limited to first 100 registrants
Registration Open to All Attendees
John 
Garrett
     Conclusion of Day 1         Conclusion of Day 2   





Early Registration Discount Deadline: January 8, 2021 at 3:00pm ET

2012 IASA XchangeTM lite EARLY BIRD Registration Fees

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  
       




2012 IASA Xchange
TM lite LATE 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  
       








Interested in Sponsorship Opportunities?
 

Click Here to Visit our Sponsorship Page



Here’s what attendees said about IASA XchangeTM, June 2020.  
Don’t miss out on IASA XchangeTM lite, January 2021!



“I loved the way the event ‘felt’ – you were as close to being there as you could be without leaving your office.  You missed out on an opportunity for good educational sessions and the feeling of still connecting with your peers.”

Deborah S. Gardner, CPA, CGMA | Responsive Holdings Group
Finance Director



“The IASA Xchange virtual event allowed me to participate without having to travel or dedicate entire days to the event.  The keynote speakers were excellent. Breakout sessions offered a variety of insurance industry-related topics.  This is a very effective way to acquire continuing education and to keep up-to-date on insurance industry events.”

Paul Heacock | Basic Relationships 
Relationship & Leadership Strategist


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 January 11, 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 agurganus@iasa.org
Cancellations after January 11, 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.