Rescheduled to Fit Your Needs!

IASA XchangeTM lite| March 22-23, 2021

OnPOINT | March 22, 2021




You spoke, we listened!
Updated 1.12.21 - IASA Xchange
TM lite & OnPOINT was originally scheduled for January 25-26, 2021, and after receiving feedback from many of our industry members who wanted to attend but were unable due to the timing, we have decided to reschedule these events to March 22-23, 2021.  We have secured top industry speakers with riveting presentations, and a growing list of industry sponsors and exhibitors, all of whom will be joining us in March!  

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.


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. 



Click Here to View All of Our Sponsors  


PARTNERING LEVEL SPONSORS                                                                                                                                                                                                                 

OnPOINT | March 22, 2021 | 
Keynote Speaker

   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 | Speakers


Laurie Macklosky

IASA President
The Hartford            

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 | Speakers - Day One


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


Margo Anderson

Director of Marketing
Larson & Company, CPA


  Kristine Weber

  Sr. Vice President
  Accounting & Claims
  BMS Re US.


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


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

   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 


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,  
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:

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.