This mini-conference delivers a rich variety of mega sessions from trusted industry thought leaders, innovative thinkers, and regulators from across the country within these hot topics:
  • Finance
  • Accounting
  • Risk
Earn up to 11.5 hours of CPEs across a mix of OnPOINT and IASA Xchange lite™ content, including popular super sessions like the NAIC update and can’t-miss topics Climate-related Financial Risk and Leases and Fixed Assets in an Increasingly Virtual Business World.
Don’t miss out on this epic year-end event to position you for a great start to 2022.

Build Your Schedule

 

Start    End   Minutes   Session   Ed Track   CPE   Speaker
10:00am 10:05am 5 Welcome Remarks
10:05am 10:55am 50 ESG Investment Considerations for Insurance Companies: Is Your Company at the Starting Block or Moving Closer to the Finish Line? Finance/Risk 1 Keith Chambers, Cardinal Investment Advisors
10:05am 10:55am 50 Climate Financial Risk: It’s a Financial Risk, Are You Ready to Assess It as Such? Finance/Risk 1 Heather Gagnon, CPA, and Doug Kerwin, Crowe, LLP
10:55am 11:00am 5 Break
11:00am 11:30am 30 Critical Conversations: Talent Management/Return to Work Business Ops
11:30am 11:35am 5 Break
11:35am 12:25pm 50 The Importance of Understanding Transitory Versus Long -Term Inflation Finance/Risk 1 Dr. Carol Dole, Jacksonville University
11:35am 12:25pm 50 Leverage a Data Strategy to Optimize Your Corporate Strategy Business Ops 1 Phil Schmoyer and Dave DuVarney, Baker Tilly Digital
12:25pm 1:00pm 35 Lunch Break

 

All times ET

Build Your Schedule

Start Time End Time Minutes Session Ed Track CPE Speaker
1:00pm 1:05pm 5 Welcome – Opening Remarks
1:05pm 2:25pm 80 NAIC Reporting Updates Accounting 1.5 Mary Caswell, NAIC, and Tip Tipton, Thrivent Financial
2:25pm 2:30pm 5 Break
2:30pm 3:20pm 50 Tax Planning Finance 1 Thomas Wheeland and Brandy Shy, BKD CPAs & Advisors
2:30pm 3:20pm 50 Transition from LIBOR – Alternative Reference Rates Finance 1 Annette Den Outer and Karen Talucci with State Street; Maria Bifulco, Prudential
3:20pm 3:25pm 5 Break
3:25pm 4:15pm 50 The Future of Workspace and Its Returns (Financially and Physically) Hot Topic 1 Alicia Washeleski and Jeremy Somples, Plante Moran
3:25pm 4:15pm 50 Lessons Learned from Recent Forensic Investigations Risk 1 Amanda Fletcher, CPA, CFE, and Michele McDermott, CPA, CFE, Plante Moran
4:15pm 4:20pm 5 Break
4:20pm 5:10pm 50 Leases and Fixed Assets in an Increasingly Virtual Business World Business Ops 1 Tim Hicks, FIS
4:20pm 5:10pm 50 The Great Resignation – Why Didn’t Insurers See This Coming? Business Ops 1 Cathy Ellwood, Ellwood Enterprises

 

All times ET

IASA MEDIA PARTNER

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: www.nasbaregistry.org.