Register and attend our monthly webinar series, created for insurance professionals, by insurance professionals, our educational portfolio will help you accelerate you career. 

Members can attend complimentary CPE-accredited monthly webinars to continue their professional development. Non-members are also welcomed and can benefit from updates and best practices in the insurance industry.


 

                OCTOBER 2020 WEBINAR               


Building Alternatives Into Your Investment Allocation Strategy


 
 

Wednesday, October 21, 2020
2:00pm EDT | 1 CPE Credit


This Session Will Focus On The Most Critical Decision An Insurance Company Can Make 
For Their Investment Program: Strategic Asset Allocation. 


The strategic asset allocation (SAA) decision accounts for more than 90% of the investment programs long term returns. 
Most insurance companies are familiar and comfortable with stocks and bonds, however, diversification into sub-classes as well as “alternative” 
investments can provide value to the overall investment program. Improving investment program diversification through the addition of 
low or uncorrelated asset classes will improve risk-adjusted returns


Speakers:
Paul Deeley | SVP and Regional Director of CapVisor Associates, LLC | capvisorassociates.com
Tom Kaehr | CFO and Treasurer of NAMIC Insurance Company, Inc.  (NAMICO) | www.namicinsurance.com

 

  Learning Objectives:

Attendees leaving this event will be able to:

1)  Recognize the importance of, and principals behind, the strategic asset allocation (SAA) decision. 
         Case studies in Strategic Asset Allocation Optimization will be presented. 
 2)  Identify the benefits of portfolio diversification are well understood, learn how improved asset class 
         diversification can improve risk-adjusted returns of your overall investment program.
 3)  Point out the implications for “alternative” investments (RBC, etc.).

   



Event CPE Information & Log In Details:


1 CPE CREDIT WILL BE OFFERED FOR THIS EVENT!

Field of Study: Accounting | Delivery Method: Group Internet Based & QAS Self Study 
Program Level: Basic | Prerequisites: None | Advanced Preparation: None

See Page Footer for CPE Completion Requirements

                NOVEMBER 2020 WEBINAR               


Business Ethics 

 
 

Thursday, November 12, 2020
2:00pm-3:30pm EDT | 1.8 CPE Credit


This session will consist of an overview of the AICPA Code of Conduct, illustrating the most common situations that lead to ethical issues.  Examples will be shared to help put the principles discussed into practical context for professionals working for insurance companies, as well as third-party service providers.

This webinar will walk through many of the guiding and overarching principles of the AICPA Code of Conduct and help participants recognize
common situations that can lead to ethical issues as well as identify ethical issues in a variety of fact patterns.


Speaker:
Thomas Wheeland, CPA | Partner & National Insurance Services Practice Leader | BKD CPAs & Advisors
 

  Learning Objectives:

Attendees leaving this event will be able to:

1)  Learn the guiding and overarching principles of the AICPA Code of Conduct. 
 2)  Recognize common situations that can lead to ethical issues.
3)  Identify ethical issues in a variety of fact patterns.

    



Event CPE Information & Log In Details:


1.8 CPE CREDIT WILL BE OFFERED FOR THIS EVENT!

Field of Study: Regulatory Ethics | Delivery Method: Group Internet Based & QAS Self Study 
Program Level: Basic | Prerequisites: None | Advanced Preparation: None

See Page Footer for CPE Completion Requirements

                DECEMBER 2020 - SAVE THE DATE              


Key 2020 Annual Statement and Risk-Based Capital Changes

 



Tuesday, December 15, 2020
1:00pm-2:30pm EDT | 1.8 CPE Credit


This webinar will provide format updates for those individuals involved in the preparation of the 2020 NAIC Statutory Annual Statements and Risk-Based Capital Reports, as well as the related accounting changes.  The latest information from the NAIC December National Meeting regarding ongoing projects will also be included.

Speakers:
Connie Jasper Woodroof | Consultant
Tip Tipton | Accounting Policy Manager

 

  Learning Objectives:

Attendees leaving this event will be able to:

1)  Identify the 2020 Annual Statement reporting changed
           2)  Determine setups needed for year-end process modifications.
                                 3) Recognize current NAIC projects that may affect future company operations

    



Upon logging into the event you will need to confirm your request to receive CPE credit,
 will be required to participate in 50 minutes per hour of presentation 
and will be required to participate in polling and complete the post event survey and and 75% pass rate on test.

Print your CPE Certificate before exiting the event using the new Survey, Test and Certification widgets! 
Instructions provided during the event.


NEW! Viewing in a Group setting and need CPE?  
Download, complete and return the Group Verification form and get CPE for your entire group!
Details and form provided in the live event.

Not a member? Not a problem!
How about FREE CPE every month and access to member archives!
 
Consider membership - Learn More

   
       
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 e-learning webinar series CPE refund, cancellation and complaint resolution policies, see our e-learning landing page.
All webinars are on basic subject matter with no prerequisites required to attend.