IASA Carolinas Chapter


NAIC Update Webinar!


Please join us for our first virtual meeting of the Carolinas' Chapter of the IASA. This meeting will include a 2 hour presentation on NAIC updates and important updates from the Chapter. Due to webinar capacity limits, space will be capped at 100 registrants. Don't miss out on this limited opportunity!

Registration Fee: $50


Registration is closed for this event.

A Message from Morgan Bauserman IASA Carolinas Chapter President
We are excited to announce that we will be hosting our first virtual webinar on August 20th from 2:00-4:00 pm and offer 2 CPE credits. Due to Covid-19, all in person Carolinas Chapter events are cancelled for the 2020 year.
We will resume live meetings in person in August 2021 at the Marriott in Myrtle Beach. We are pleased to announce that start in August 2022, we will be moving locations to the recently renovated Hilton Myrtle Beach Resort which will offer more room options to accommodate members traveling with families. We are looking forward to this change!
The August 20th, 2020 virtual meeting will be our only Chapter meeting for 2020. We want to make sure our members are aware of other options to provide CPE for the year. National IASA is hosting several webinars at no additional cost to IASA members. National will also be launching e-learning on demand to provide additional CPE options. Historically, we have offered a course satisfying the North Carolina Ethics requirement. This year the NCACPA is offering this course for free to its members. We hope this option will help many of the IASA members who are also NCACPA members.
We look forward to being able to resume in person events in 2021!
If you have any questions, please feel free to contact me at morgan.bauserman@fallslakeins.com.

Event Details

The IASA will email the certificates to you after reviewing the CPE requirements from the webinar.  

The Learning Objective of the Conference is to Enhance the Participants' Knowledge in a Variety of Relevant Technical Sessions.  There are no Program prerequisites.  The program level will be an overview on the subject matter.  There is no advance preparation.  The technical session delivery method is primarily interactive with a group of panelists skilled in the subject matter.  Most sessions provide an opportunity for Q&A.  The "Field of Study" may include Accounting and Auditing, Personal Development, Specialized Knowledge and Applications, Ethics and Taxation.

Upcoming Chapter Events

Event DateTitleRegister Online
9/21/2020Webinar - Land O' Lakes Chapter September 21stRegister Online
10/29/2020Webinar - Wisconsin Chapter October 29thSave The Date
11/19/2020Webinar - Northeastern Chapter November19thSave The Date
11/20/2020Webinar - Pacific Northwest Chapter - November 20thSave The Date
11/24/2020Texas Chapter Fall Conference 2020Save The Date
11/24/2020Webinar - Land O' Lakes Chapter November 24thSave The Date
12/4/2020Webinar - Sunshine Chapter December 4thSave The Date
12/11/2020Webinar - Utah Chapter December 11thSave The Date
4/28/2021Midwest Chapter Spring Golf Outing and Conference 2021Save The Date
9/8/2021Midwest Chapter Fall Golf Outing and Conference 2021Save The Date
10/24/2021Mid-South Chapter Conference 2021Save The Date
11/12/2021Pacific Northwest Chapter Annual Conference 2021Save The Date
Follow the Carolinas Chapter



Chapter Officers

PositionCommittee Member
Chapter PresidentMorgan Bauserman, CPA
Assistant Controller
Falls Lake National Insurance Company
Raleigh, NC
Chapter Immediate Past PresidentBenjamin Remke, CPA
SVP Finance
Raleigh, NC
Chapter Secretary/TreasurerThomas Lockard
Builders Mutual Insurance Company
Raleigh, NC
Chapter VP-MembershipBrittney Brock
PricewaterhouseCoopers LLP
Charlotte, NC
Chapter VP-MarketingMonica E. Gutierrez-Altenhof
Internal Auditor
Charlotte, NC
Chapter VP-ExhibitsTJ Strickland
Managing Partner
Strickland Hardee PLLC
Lexington, NC
Chapter Board Member At LargeKristopher Finsel, CPA
Vice President, Controller

Charlotte, NC
Chapter Board Member At LargeKregg Guestin
Johnson Lambert LLP
Raleigh, NC
Chapter Board Member At LargeMiles Hopkins, CPA
Managing Partner
Hopkins Consulting, LLC
Mount Pleasant, SC
Chapter Board Member At LargeLane Miller
Johnson Lambert LLP
Raleigh, NC
Chapter Board Member At LargeTerry Mullins
Dixon Hughes Goodman LLP
Indian Land, SC
Chapter Board Member At LargeKevin Ryals
Dixon Hughes Goodman LLP
Charlotte, NC