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Save the date! Insurance Industry Conference (IN-PERSON ATTANDANCE)

Wednesday, June 21 8:00am - 4:45pm

(Check-In 7:30am)

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The Meadows Events & Conference Center

1 Prairie Meadows Dr
Altoona, IA 50009

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7.00 Credits

Member Price $285.00

Price will increase by $35 on 6/8

Non-Member Price $335.00

Price will increase by $35 on 6/8

Overview

Save the date! More information to be released early 2023.

Designed For

CPAs and financial professionals working in or with insurance industry organizations.

Notice

You may also attend this conference via live webcast. Register for live webcast attendance HERE.

Wednesday, June 21

General Session

8:00am - 8:10am Welcome comments

This session is available to registrants only.

General Session

8:10am - 8:25am Insurance Division Update

More information to be available soon.

This session is available to registrants only.

General Session

8:25am - 9:15am Economic and Investments Update

Speakers:

  • Michael Wolf, Global Economist | Deloitte
  • Binay Chandgothia, Managing Director - Portfolio Management | Principal Financial Group

This session is available to registrants only.

General Session

9:30am - 10:20am Emerging Technologies Trends

More information to be available soon.

This session is available to registrants only.

Optional Session

10:35am - 11:25am Tax Update

Speaker: Jeff Webb, Partner, Financial Services - Insurance Tax Practice | Deloitte

This session is available to registrants only.

Optional Session

11:40am - 12:30pm Optional BONUS lunch session: Ethics

Speaker: Jeremy Wortman, Ph.D. | HRDI Initiatives

This optional session is available only to in-person attendees and qualifies for one additional hour of CPE credit (8 hours total). Separate sign-in required.

This session is available to registrants only.

General Session

12:40pm - 1:30pm Ethics: The Role of You

Speaker: Jeremy Wortman, Ph.D. | HRDI Initiatives

This session is available to registrants only.

Breakout Session

1:45pm - 2:35pm GAAP Update

Speaker: Jennifer Weiner, Partner | EY

This session is available to registrants only.

1:45pm - 2:35pm NAIC Update

Repeat of 10:35 a.m. session.

Speaker: Connie Jasper Woodroof | CJW Associates

This session is available to registrants and their guests

General Session

2:50pm - 3:40pm Hot Topics Speed Round

Speakers:

  • Ken McCullum, Chief Risk Officer | Principal Financial Group
  • Don Seibel, CFO | Farm Bureau Financial Services
  • David Brown, CFO | Wellmark
  • Dave Wingert, Executive VP & COO | Grinnell Mutual Reinsurance Company
  • Sean Vicente (moderator), Managing Partner | KPMG

This session is available to registrants only.

General Session

3:55pm - 4:45pm Talent Management

Speaker: Jeremy Wortman, Ph.D. | HDRI Initiatives

This session is available to registrants only.

Non-Member Price $335.00

Member Price $285.00