The educational program for IASA Xchange™ lite is the most robust, progressive curriculum in the insurance and surrounding industries. Attracting hundreds of attendees each year, this can’t-miss virtual event targets a wide range of professionals from C-suite executives to practitioners, including finance, actuaries, marketing, agents, tax professionals, accountants, and more. IASA seeks innovative game changers, thought leaders, problem-solvers, industry disrupters, and other influencers covering the entire spectrum of the insurance landscape. Below are the core topics and sub-topics we are seeking experts for with the special areas of interest listed under the Focus Areas tab.

Following are the topics IASA is most interested in at this time, including sessions for To the Point (:30) slots:


IASA Xchange™

Claims (highest priority)

Underwriting (intelligent) Management to Business Operations

Asset and Liability Management (ALM) to Risk

Hybrid and Changing Workplace to Human Resources

Retaining Talent to Human Resources

Environmental, Social and Governance (ESG) to Finance



Achieving Growth in 2022 and Beyond.  Possible topics include:

  • Merger and Acquisition Strategies and Execution
  • Product Innovation (new products and services in the market)
  • Obtaining and Retaining Talent
  • Capital and Debt Financing Strategies

Corporate Social Responsibility

Long-term investing strategies beyond the COVID-19 pandemic

Artificial Intelligence Modeling Risk.  Uses of and How to Avoid Bias in the Model.

Business operations is the very foundation for the success of organizations. The disciplines within this category are broad and varied — from corporate culture to processes to vendor management, systems, and more.


Policy Services (Premiums)

Product Development

Vendor Management

System Transformations

Strategy Development

Project Portfolio Planning


Smart Contracts (and how they are utilized in the insurance industry)

Diversity, equity, and inclusion (DE&I) explores best practices for adopting policies and procedures for a more equitable corporate culture.

Creating an Inclusive Work Environment

Promoting LGBTQI in the Workplace

Multi-generational Workforce

Unconscious Bias

This track provides content for practitioners in leadership roles, including sessions for To the Point (:30) slots.


Culture Development

Mergers and Acquisitions


Budget Development

The Finance track broadly covers all related areas from accounting to budgeting to tax planning to investments, preparing practitioners and carriers for a financially sound foundation.



Cash/Liquidity Management



Risk-based Capital

Capital Management


This category is open to a broad range of current events and hot topics that are actively being covered in national industry publications.

Any current topic of your choosing

Human Resources is inclusive of employee- and culture-focused content that reinforces organizational policies, goals, and objectives.

Career Development


Skills Development

Training & Development

Information Technology is the primary focus of IASA Xchange™ and OnPOINT with an emphasis on transformative processes, future tech, and everything in between.

Emerging Technology

Systems Transformations

Data Architecture

Project Management

Business Intelligence/AI

Enterprise Data Management

Ensuring compliance with law, rules, and regulations is critical to organizational success and survival. Topics in this track provide best practices, insight on forthcoming laws that will impact organizations, and other ethical considerations.

SEC Compliance

Regulatory Compliance


Marketing is the core of most organization’s success — from building awareness, to changing behaviors, to reputation management, client relations, strategy and more.



Risk is a critical topic to protect organizational interests and mitigate potential losses. Content in this track is broadly focused on identifying risk, fraud prevention, evaluation risk and pricing, and cyber crime.

Enterprise Risk Management





Internal Controls/SOX and MAR

Disaster Recovery/Business Continuity



Third-party Risk Management

Operational Risk


Risk Tolerance and Appetite

Emerging Risks

Incident Management/Risk Events

The Women in Leadership track focuses exclusively on the professional development of women to position them for success in their life and careers.

Work-Life Balance

Breaking the Glass Ceiling

Navigating the Corporate Ladder

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: