Early Bird Registration Deadline March 5th!
*IASA Members Don't Forget to BOGO - Deadline March 5th.




What is IASA XchangeTM lite & OnPOINT?

This two-day online event will inspire, educate, and inform you with innovative insurance industry topics and presentations that will impact your organization and staff.  Hear thought-provoking presentations by today’s insurance leaders and get solution-driven answers.  

IASA Xchange lite, March 22-23, 2021
, is our two-day conference that offers various breadth and depth of industry-specific topics presented by 17 of the insurance industry’s most influential speakers, informing you of the latest trends, issues, and what’s ahead in 2021. Hear Keynote, John Garrett, corporate culture expert and recovering CPA, share stories and relatable corporate experiences, and discover the meaning of “culture core” as it applies to your organization. 

OnPOINT, March 22, 2021, is our exclusive C-suite event where 8 executive leaders present critical industry topics and engage in peer-to-peer discussion.  Hear Keynote, Jon Picoult, world-renowned executive speaker and considerable authority on the customer experience. Learn how legendary firms create a great pre-sale to post-sale experience, turning more prospects into customers and more customers into raving fans.

*IASA members can BOGO!  After you register, forward your registration confirmation to membership@iasa.org in addition to the first name, last name and email address of the colleague to whom you wish to gift a free registration. Gift is equal or lesser value to purchase.  Consider colleagues in departments (not in our database) other than accounting or IT, such as human resources, business operations, underwriters, claims adjusters, actuaries, or in other companies that could benefit from the event. You are paying it forward with this generous free registration gift of an IASA educational experience.


Top 5 Reasons to Attend IASA XchangeTM lite & OnPOINT


Reason 1
Exhibitor Presentations
& Expanded Customized
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
Keynote Speaker
Jon Picoult.

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



PARTNERING LEVEL SPONSORS                                                                                                                                                                                                                 

OnPOINT | March 22, 2021 | 
Keynote Speaker & Fireside Chat

   Jon Picoult

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 | March 22, 2021 | Presenters

10:00am-1:55pm ET
Fireside Chat with Jon Picoult at 6:15pm-6:45pm ET


Claire Burke

IASA Education Chair
Vice President
Finance & Treasurer
Dearborn Group           

Ryan Boggs

Managing Director
Dixon Hughes Goodman

Wesley McLeod

Dixon Hughes Goodman

Jay Monga

Senior Consultant
Plante Moran


Natalie Pintar

Senior Manager CISSP,  CISA
Plante Moran


Cathy Ellwood

Ellwood Enterprises


Lisa Cosentino

Principal, Business Advisory
Wouch Maloney & Co., LLP


Burch LaPrade

Gain Compliance, Inc.


   Mark Lanterman
   Computer Forensic



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


   John Garrett

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 | March 22, 2021 | Presenters - Day One

2:00pm-6:00pm ET


Laurie Macklosky

IASA President
The Hartford            

   Neil Betteridge

   SVP, Strategy
   Guidewire Software

   Ryan Smith

   Sr. Manager, Product
   Guidewire Software   

   David Lyman

   Co-Founder & CEO


Tomas West

Vice President


  Nikki Dugan

  Director of Marketing

Eric Weisburg

Vice President of
Research & Consulting


   Robert Bird
   Professor of Business Law
   and Eversource Energy 
   Chair in Business Ethics
   University of Connecticut






IASA XchangeTM lite | March 23, 2021 | Presenters - Day Two

1:00pm-4:55pm ET


 Kerry Crockett


   Brett Carter

   Managing Director
   The Jacobson

   Sinead Condon

   SVP, People 
   Guidewire Software   


   Robert Smith

   Founder, President
   Chief Investment Officer
   SAGE Advisory


   Cathy Ellwood

   Ellwood Enterprises


  Cassi Marshall

  Risk Analyst
  Medical Properties


  Joe Perez

  Senior Systems Analyst
  SolonTek Corporation


   John Romano

   Baker Tilly 


   Phil Schmoyer
   Senior Manager 
   Baker Tilly 
 Vin DiLucia

 Chief Investment Officer
 New England
 Asset Management
 Tony Minopoli

 President & CIO
 Knights of Columbus
 Asset Advisors
 John Stoltzfus

 Managing Director &
 Chief Investment Strategist
 Carl Terzer
 CapVisor Associates, LLC


Here’s what attendees said about IASA XchangeTM, June 2020.  

Don’t miss out on IASA Xchange
TM lite & OnPOINT, March 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 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 Kelli Bohannon, 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.