This mini-conference delivers a rich variety of mega sessions from trusted industry thought leaders, innovative thinkers, and regulators from across the country.

Earn up to 11 CPEs across a mix of OnPOINT and IASA Xchange lite™ content (CPEs are based on combined live and OnDemand sessions), with a focus on finance, risk, technology, and human resources.

Don’t miss out on this epic event to position you for a great start to 2023.

Start Time   End Time   Minutes Session   Speakers
10:00am 10:05am 5 Welcome – Opening Remarks
10:05am 11:00am 55

PFMA insights, inflation, rising rates, and the growing risk of recession

Jim Baird, Chief Investment Officer,
Plante Moran Financial Advisors
10:05am 11:00am 55

State Tax Concerns in a Remote Working World

Leah McQueeney, Senior Tax Manager, Crowe LLP
William Ault, Director, Crowe LLP
11:00am 11:05am 5 Break

11:05am 12:00pm 55 Dynamic Recruiting Strategies: How to attract, hire, develop, and retain great talent in a VUCA world

Sinead Condon, Chief People Officer, Guidewire Software

11:05am 12:00pm 55 Alternative Investing Hits the Mainstream

Jonathan Flitt, Global Head of Alternative Investment
Solutions Clearwater Analytics
Alex Wray, Solutions Consultant, Clearwater Analytics
Lisa Stange, Senior Advisor, Clearwater Analytics

More speakers and/or sessions to be added soon.

All times ET

Start Time   End Time   Minutes Session   Speakers
12:35pm 12:40pm 5 Welcome – Opening Remarks
12:40pm 1:35pm 55

NAIC Accounting and Reporting Update Super Session

Maria Bifulco, Vice President, Prudential Financial
Sharlea Taft, NAIC Liaison, Sapiens
Tracey Chipego, Vice President, State Street
1:30pm 1:35pm 5 Break

1:40pm 2:35pm 55 IT: Forging Relationships Across Departments

Doug Ramsey, VP Technology, The Travelers Companies, Inc.

Anne Gerstman, Sr. Director – Technology, The Travelers Companies, Inc.

Chris Belle, President, Insurance Technology Services

1:40pm 2:35pm 55 Enterprise Risk Management: Assessing ERM Maturity and Integration with Strategy-Setting and Performance

Carolyn Smythe, Manager, Plante Moran
Matthew Bohdan, Principal, Plante Moran
Briana Solorio, Risk Consultant, Plante Moran
2:35pm 2:40pm 5 Break
2:40pm 3:35pm 55

Lease Accounting – Implementation Best Practices of new GAAP Guidance

Ryan Blaney and Scott Maloy,

MCM CPAs & Advisors

2:40pm 3:35pm 55

The Anatomy of a Cyber Attack

Bulent Teksoz, Dir. of Solutions Architects N.A,

Palo Alto Network Prisma Cloud

3:35pm 3:40pm 5 Break
3:40pm 4:35pm 55

AM Best’s Highly Rated Insurers: Do you have what it takes? (Rebroadcast from June)

Jacqualene Lentz, Director, AM Best
Kevin Varvaro, Financial Analyst, AM Best
3:40pm 4:35pm 55

Artificial Intelligence in Insurance Operations: Success Stories and Emerging Trends

Stacey Brown, InsurTech Hartford
Dror Katzav, Co-founder & CEO, Aridot
Truman Esmond, founder, Trusted AF

All times ET

IASA Xchangelite and OnPOINT  
Standard Non Member $699
Standard Member $599
Early Bird Non Member $599
Early Bird Member $499
OnPOINT Speaker Attending Xchange $399
IASA Xchange™ lite Speaker Attending OnPOINT $249
IASA Xchange lite  
Standard Non Member $599
Standard Member $499
Early Bird Non Member $499
Early Bird Member $399
IASA Xchangelite Students  
Standard Non Member Student $149
Standard Member Student $99
Standard Non Member $399
Standard Member $299
Early Bird Non Member $299
Early Bird Member $249

General Information

Learning Objectives: Learning Objectives can be found in the link containing information for individual sessions and speakers

Prerequisites/Advance Preparation: Prerequisites and/or advance preparation for technical sessions is not required for sessions listed as BASIC ability level. Those listed as Intermediate or Advanced will include prerequisites or advanced preparation information.

Delivery Method: Group Internet Based

Recommended CPE Credit: Credits are 50 minutes per credit hour ; up to 11 CPE may be earned, between live and on-demand offerings

Cancelation Policy

In the event you need to cancel your registration, all cancellation requests received before November 15, 2022, will receive a full refund, minus a $100 administration fee. Cancellations must be submitted in writing to [email protected]. After November 15, 2022, no refunds will be issued; however, you will have full access to archived sessions in the IASA eLearning Center following the event.

CPE Policies

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

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: