Preview the OnPOINT and IASA XchangeTM sessions and agenda
Sessions 50-60 minutes qualify for 1 CPE, 90 minute sessions qualify for 1.5 CPE
30 minute sessions offer .50 CPE when preceeded by sessions = 1 CPE.
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| 8:45am | 9:00am | OnPOINT Welcome Remarks | Ryan Hanson | ||
| 9:00am | 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 | |||
| 12:30pm | 3:00pm | Break | |||
| 3:00pm | 4:00pm | Business Ops | OnPOINT: How to Access 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 |
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| 9:00am | 9:30am | Welcoming – Opening Remarks | ||||||
| 9:20am | 10:30am | IASA Xchange Keynote: Dealing with the Trauma of COVID-19 (Preview) | John O’Leary | |||||
| 10:30am | 11:00am | Break | ||||||
| 11:00am | 11:30am | HR | Developing Tomorrow’s Leaders | Karen Lopez | ||||
| 11:00am | 12:00pm | IT | Insurance Merger and Acquisitions: Considerations and Readiness | Ryan Irby, Brian Smith | ||||
| 12:00pm | 1:30pm | Break | ||||||
| 1:30pm | 2:30pm | HR | ED Session: Insurance/Reinsurance System Transformation | Gregory Moliner, Bradley Rossa | ||||
| 1:30pm | 2:30pm | WIL | Advancing Diversity, Equity and Inclusion for Impact: A Discussion for Insurance Industry Leaders on Introducing DE&I Best Practices | Kendra Cabler, Ngazi Nnaji, Kevin Price, Nikki Dugan | ||||
| 2:30pm | 3:15pm | Break | ||||||
| 3:15pm | 4:15pm | Finance | Build vs. Buy vs. Partner – Case Studies of Successful InsurTech Implementations | Bruce Cromartie, Burch LaPrade, Philip Randall | ||||
| 3:15pm | 4:15pm | Hot Topics | The Future of Workspace and its Returns (Financially and Physically) | Jeremy Sompels, Greg VanKirk, Alicia Washeleski | ||||
| 3:15pm | 4:15pm | Finance | NAIC Accounting Update | Julie Gann, Jim Pinegar, Michael Reis | ||||
| 4:15pm | 4:30pm | Break | ||||||
| 4:30pm | 5:30pm | *Tech Tank | Exactuals, Floatbot, Owit Global, Gigaforce |
*CPE not available for indicated sessions
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| 10:00am | 10:50am | Hot Topics | Super Session: Facilitating Innovation in a Post-COVID19 World: Cultivating a Climate for Paradigm Shift [Interactive Session (Worksheet)] | Dr. Joe Perez | ||
| 10:50am | 11:00am | Break | ||||
| 11:00am | 12:00pm | Risk | The Financial Impact of Reinsurance Decisions | Stephen Korducki | ||
| 11:00am | 12:00pm | Hot Topics | 7 Insights to Attract and Retain Millennial Policyholders | Angela Abbott | ||
| 11:00am | 12:30pm | Finance | PCAOB/SEC/GAAP Update | Jim Garner, George Simon | ||
| 11:00am | 12:00pm | Finance | Using Data Analytics to Make Better Decisions in Insurance Companies | Andrew Wan | ||
| 12:30pm | 1:30pm | Lunch | ||||
| 1:30pm | 2:30pm | Hot Topics | Automate to Innovate: AI Advancements in Underwriting | Marteen Dauwe, Sri Ramaswamy | ||
| 1:30pm | 2:30pm | Hot Topics | Accounting Automation: Do or Die [Panel Discussion] | Schulyer Ryan, Natalie Roberts, Spencer Kuo; Erica Cahoon | ||
| 1:30pm | 2:30pm | Risk | Third Party Risk Management: Risk Assessment Myths and Best Practices | John Romano | ||
| 1:30pm | 2:30pm | Finance | NAIC Reporting Update | Mary Caswell, Tip Tipton | ||
| 2:30pm | 3:00pm | Break | ||||
| 3:00pm | 4:00pm | Hot Topics | APIs leading transformation in the “Next Normal” | Chuck Gomez | ||
| 3:00pm | 4:00pm | Hot Topics | Regulator Round Table: Changes to SSAP 26R and SSAP 43R | Kevin Clark, Julie Gann, Carrie Mears | ||
| 3:00pm | 4:00pm | Risk | Enterprise Risk Management: New and Emerging Risk Thinking | Jack Kristan, Brad Rummel | ||
| 3:00pm | 4:00pm | Women in Leadership | *How to be the “First” | Courtney Clarke |
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| 10:00am | 10:20am | IASA Business Meeting | ||||
| 10:20am | 11:20am | D&I | IASA Xchange Closing Keynote, sponsored by The Hartford (Preview)
“How to increase/improve diversity, equity and inclusion in the workplace and the insurance industry” |
Risha Grant | ||
| 11:15am | 11:45am | Closing Remarks 2022 Preview | ||||
| 11:45am | 12:00pm | Break | ||||
| 12:00pm | 1:00pm | Risk | Weather Trends and Insurance Market Cycles | Andrew Siffert | ||
| 12:00pm | 1:00pm | Human Resources | The Changing Dynamics of Work Teams | Barbara Low | ||
| 12:00pm | 1:00pm | IT | Core System Transformation – An Insurers’ Customer Journey | Matt Holden, Jonathan Kitchin, Brian Taylor | ||
| 12:00pm | 1:00pm | Finance | Keeping Up with NAIC Investment Accounting Updates | Jim Pinegar, Sabrina Wilson | ||
| 1:00pm | 1:00pm | End of IASA Xchange 2021 |
