Content for IASA Xchange™ lite and OnPOINT are strategically planned in high-level topic tracks, which allows for people with a specialized area of interest to quickly bundle their desired content by interest. Each track is carefully vetted for each event by IASA member practitioners who understand the industry, what’s trending, current events, and what content is in high-demand by target audiences. Explore the various tracks below, and get inspired to submit your proposal to present.

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

IASA Xchange™ lite

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 2023 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.

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

This track provides content for practitioners in leadership roles, including sessions for To the Point (:30) slots, on topics such as C-suite, M&As, culture development, and more, that positions leaders and firms for success.

  • Inflation Risk
  • Geopolitical Risk
  • Climate Risk and its impact on industry

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.

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

  • ESG
  • ERM

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

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

  • AI
  • Cyber Attacks
  • IT Relationships Across Departments

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.

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.

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

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: