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Pacific Northwest IASA 2025 Fall Conference

A continuing education opportunity specifically designed for insurance professionals. Speakers from the industry will present valuable updates on accounting, investments, reporting, regulatory and tax issues. Don't miss this opportunity to say engaged with the PNW Chapter of the IASA. 8 Hours of CPE available.

Contact Tad Richards or Joe Manning for registration and exhibitor questions.

Hotel Information: Doubletree Suites by Hilton Southcenter - Hotel Reservation Deadline: 11/12/2025

Hotel Registration link

Cancellation/Refund Policy: May cancel up until November 10, 2025, please email Gina Jolly for assistance.

Complaint Resolution: Any complaints should be directed to IASA using any of the following contact methods: Office Telephone: (919) 489-0991, Gina Jolly via e-mail: [email protected]

CPE Requirements:

1. Use your device's camera to scan the QR code provided for each session located at each session. Locate your name on the app and check in up to 10 minutes before the session begins.

2. To check out, rescan the same QR code within 10 minutes after the session ends. Be sure to complete the included evaluation and provide your signature to finalize checkout for CPE.

- Attendance Requirement: Full session attendance is mandatory to qualify for CPE credit.(We will not give partial credit)
- Verification & Evaluation: Be sure to complete the included evaluation and provide your signature to finalize checkout.
- CPE Processing & Certificates: CPE credits will be processed within two weeks after the event. Attendees will receive an email notification once their certificates are available for printing.
- Assistance & Inquiries: Any CPE-related questions must be submitted within 30 days of the event. Requests made after this period will not be considered, and CPE credit will be forfeited.
Record-Keeping: Attendees are responsible for maintaining their CPE records for certification purposes.

For a full list of our CPE policies and how to download your CPE certificate, please visit our website by clicking here.

When

11/14/2025 8:00 AM - 4:30 PM
Pacific Standard Time

Where

16500 Southcenter Parkway Seattle, WA 98199 UNITED STATES

Registration

Registration is closed.

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11/14/2025 | 7:45AM - 8:10AM

Registration

Session Description:

Location: Foyer

11/14/2025 | 8:10AM - 8:20AM

Opening Remarks by Tad Richards, IASA PNW President

11/14/2025 | 8:20AM - 9:10AM

Session Title: 2025 Tax Update

Speakers: Brandy Vannoy & Kyrsten Whittington

Session Description:

Attendees will learn what tax changes will apply for the upcoming tax year, including how the One Big Beautiful Bill Act (OBBBA) significantly impacts businesses and individuals, by permanently extending many 2017 tax cuts and introducing new provisions. The session will highlight key changes, including enhanced business deductions like 100% bonus depreciation and immediate R&E expensing, alongside many other critical updates. This will equip participants with the knowledge to navigate these comprehensive tax reforms and optimize their financial strategies.

Learning Objectives:

Identify the key permanent tax cut extensions under the OBBBA.
Indicate the impact on bonus depreciation and changes to the capitalization of R&E expenses.
Determine which changes require immediate action versus long term consideration

Field of Study - Taxes
Knowledge Level - Basic
Prerequisites - None
Advance Preparation - None
Delivery Method - Group Live
CPE - 1.0

11/14/2025 | 9:10AM - 10:00AM

Session Title: FASB, SEC corporate reporting, NAIC Statutory Accounting and Regulatory Updates

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Speakers: Joe Feather

Session Description: Attendees will be provided with a GAAP accounting and reporting update. Attendees will also be provided with a NAIC Statutory accounting and reporting update.

Learning Objectives:

Identify the FASB’s significant tentative decisions that may be relevant to your financial reporting
Discuss how the status of each project could affect implementation considerations
Identify the ways in which other FASB efforts may affect your financial reporting, including your disclosures
Identify key Securities and Exchange Commission (SEC or Commission) activities and enforcement initiatives
Identify SEC staff focus areas that registrants should consider in their reporting, disclosure or internal controlsIdentify recent developments in NAIC statutory accounting and reporting requirements
Identify recent developments in regulatory capital requirements
Identify recent developments in key initiatives of the NAIC and the related implications on insurance company operations
Discuss the financial reporting implications of current matters

Field of Study - Accounting
Knowledge Level - Basic
Prerequisites - None
Advance Preparation - None
Delivery Method - Group Live
CPE - 1.0

11/14/2025 | 10:00AM - 10:10AM

Break & Refreshments

Session Description:

Location: Foyer

11/14/2025 | 10:10AM - 11:00AM

Session Title: Managing Industry and Economic Headwinds with Investment Programs

Speakers: Eryn Bacewich

Session Description:

Ongoing macroeconomic uncertainty and volatile performance are intensifying pressures on these companies. In this environment of heightened volatility, a well-structured approach to managing investment programs is essential for fostering a more productive and resilient enterprise.

Learning Objectives:

Define optimized investment strategies that align with current enterprise needs
Determine effective governance mechanisms that ensure appropriate flexibility to capture opportunities and reduce risk
Identify ways to create more resilient investment portfolios to support future business requirements

Field of Study - Finance
Knowledge Level - Basic
Prerequisites - None
Advance Preparation - None
Delivery Method - Group Live
CPE - 1.0

11/14/2025 | 11:00AM - 12:00PM

Session Title: AM Best Rating Process and Hot Topics Life/Annuity, Health & Property Casualty

Speakers: Bridget Maehr

Session Description:

Overview of AM Best rating process including Best's Credit Rating Methodology Building Blocks. Discussion of hot topics; Private Credit for Life/Annuity, Elevate MLR for Health and CAT events for Property Casualty.

Learning Objectives:

Define the AM Best rating process and Best's Credit Rating Methodology.
Determine why the private credit, elevate MLR and CAT events are a focus for AM Best.
Identify mitigation strategies or controls employed by insurers for private credit investments, elevated MLR and CAT events.

Field of Study - Specialized Knowledge
Knowledge Level - Basic
Prerequisites - None
Advance Preparation - None
Delivery Method - Group Live
CPE - 1.0

11/14/2025 | 12:00PM - 1:00PM

Luncheon - Networking

11/14/2025 | 1:00PM - 1:50PM

Session Title: NAIC Annual Statement Update

Speaker: Sharlea Taft

Session Description: This session will include the NAIC annual statement blanks changes for year-end 2025 with additional references to relevant guidance in order to complete your statutory accounting financial requirements.

Learning Objectives:

Recognize annual and quarterly statement form updates from the NAIC.
Prepare for annual and quarterly statement filings.
Identify potential accounting guideline changes and other guidance.
Recognize resources available for NAIC updates and statement review.

Field of Study - Accounting
Knowledge Level - Basic
Prerequisites - None
Advance Preparation - None
Delivery Method - Group Live
CPE - 1.0

11/14/2025 | 1:50PM - 2:40PM

Session Title: Fixed Income Investment Opportunities and The Economy

Speaker: Brian Linde & Seth Overbay

Session Description:

Introduction to Investment Grade bonds, which will provide attendees with a broader understanding of the drivers of fixed income investments. An overview of the current macroeconomic backdrop, which will provide insight into current fixed income investment opportunities.

Learning Objectives:

Differentiate between the drivers of investment grade bonds and equities
Interpret the impact of interest rate movements on bond prices
Recognize the Federal Open Market Committees dual mandate, and the challenges achieving the both sides of the mandate in the current economic environment.

11/14/2025 | 2:40PM - 2:55PM

Break & Refreshments

11/14/2025 | 2:55PM - 4:40PM

Session Title: NAIC Update

Speakers: Connie Jasper Woodroof

Session Description:

Is your company up-to-date on the latest statutory accounting/reporting issues? Need information to develop a year-end strategy? This double session will provide 2025 Annual Statement accounting/reporting changes, other statutory accounting changes, a discussion on some of the bond issues that have arisen with the new bond definition, the 2025 Risk-Based Capital (RBC) formulas, Investment Analysis Office (IAO) activity, and more.

Learning Objectives:

Recognize 2025 statement reporting changes.
Identify areas of the RBC formulas that may change a company’s capital and surplus requirements.
Determine compliance with new 2025 bond reporting.
Indicate new policies of the IAO.
Recall activities that occurred at the NAIC Summer National Meeting.
Recognize needed steps to prepare for year-end reporting.

Field of Study - Specialized Knowledge
Knowledge Level - Basic
Prerequisites - None
Advance Preparation - None
Delivery Method - Group Live
CPE -2

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