Executive Education Program

Insurance industry Financial and Technology Executives face complex issues every day and no other organization is better positioned to help these professionals respond to these challenges than the Insurance Accounting & Systems Association.

Continuing education and other types of professional development are what keep careers thriving and make business and process improvements possible. However, training senior executives and their staff members at the same time and in the same place can be difficult due to differing needs, management responsibilities, and confidentiality concerns.

These concerns are the main reasons that the OnPOINT Program was created. This educational initiative provides content targeted specifically to the needs of senior financial, technology and investment insurance company executives, as well as Board and Audit Committee members for peer-to-peer education and networking opportunities. The events presented through the Executive Education Program include OnPOINT and other focused seminars.

OnPOINT | August 29, 2021

OnPOINT Keynote Speaker

Ken Schmidt is one of the business world’s most outspoken and provocative thought leaders on topics such as competitiveness, marketplace advocacy and loyalty. His philosophy on driving business growth — by leveraging basic drivers of human behavior — will change the way you see the world. It might even make you want to buy a motorcycle.

“Thrive Among Thorns: Untapped Growth Opportunities For Financial Services”

Find out more about Ken Schmidt.



Agenda and Sessions

The in-person meeting has been canceled. The virtual meeting will still be held. The below schedule is subject to change.

Stay tuned to this web page for more details.



Sunday, August 29, 2021


Start Time (EDT)

End Time (EDT)






9:00am 9:05am Welcome Remarks Ryan Hanson
9:05am 10:00am OnPOINT Keynote: Thrive Among Thorns: Untapped Growth Opportunities For Financial Services (Preview) Ken Schmidt
10:15am 11:15am Finance OnPOINT: ESG and the Growth and Importance of Investing for Sustainability Tim Palmer
10:15am 11:15am D&I OnPOINT: Unconscious Bias and How it Inhibits an Inclusive Workplace Tim Hicks
11:15am 11:30am Break
11:30am 12:30pm Finance OnPOINT: How to invest in an age of continued economic distortion- How Monetary and Fiscal policy have warped the markets in efforts to save the economy (‘08-‘20) Greg Hahn, Michael Stafford, Carl Terzer
11:30am 12:30pm OnPOINT: How the Dark Web Works Mark Scholl
12:30pm 3:00pm Break
3:00pm 4:00pm Business Ops OnPOINT: How to Assess Your Company’s Culture Cathy Ellwood
3:00pm 4:00pm Hot Topics OnPOINT: The Whats, Whens, Whys and Hows of Environmental, Social, and Governance (ESG) Reporting. Uso Sayers, Mary Agoglia Hoeltzel, Lauren Darr, Anabel Crawford
4:00pm 4:15pm Break
4:15pm 5:15pm Business Ops OnPOINT: Enterprise Risk Management – A Best Practice in a Post-COVID-19 World Greg Foster, Karen Mitchell
4:15pm 5:15pm Finance OnPOINT: So It’s Low Rates… Again Courtney Clarke, John Huber