Insurance Industry Conference (WEBCAST ATTENDANCE)
Live Virtual Conference
8.00 Credits
Member Price $305.00
Price will increase by $50 on 6/5
Non-Member Price $365.00
Price will increase by $50 on 6/5
Overview
Discover fresh trends and top-notch practices shaping the insurance sector. Whether you're a seasoned pro or new to the field, this conference promises to arm you with valuable insights and expertise to level up your understanding of the insurance world.
Thank you to the ISCPA Insurance Industry Committee! We appreciate your time and commitment to developing a top-notch program for your peers. View the committee members.
Highlights
See the agenda tab above for the full conference schedule.
Designed For
CPAs and financial professionals working in or with the insurance industry.
Objectives
To provide the latest information on current issues affecting the insurance industry.
Thursday, June 18
Optional Session
- Optional Bonus Session: Responsible AI Under Real-World Pressure
Attend this optional bonus session and receive one (1) additional hour of CPE credit (8 hours total).
As AI becomes part of everyday work in finance and insurance, leaders are increasingly responsible not just for efficiency, but for how AI influences judgment, accountability, career pathways and trust. Responsible AI adoption is less about which tools are selected and more about how AI is integrated into real workflows and how leaders own the downstream impacts on people and organizations.
This session will explore how leaders can thoughtfully integrate AI into day-to-day work in ways that augment human expertise rather than replace it, with a focus on:
- Where AI adds meaningful value - and where it introduces hidden work, risk or friction
- Where human judgment and accountability must remain essential
- How AI adoption reshapes workloads, learning opportunities, and talent pipelines
- What responsible AI leadership looks like when efficiency pressures and ethical considerations collide
Speakers: Brandon Carlson and Kristina Colson | Lean Techniques, Inc.
Session field of study: Behavioral Ethics (Nontechnical)
This session is available to registrants only.
General Session
- Welcome comments
This session is available to registrants only.
General Session
- Iowa Insurance Division Update
This session is available to registrants only.
General Session
- Economic Update
Speaker: Dr. Chris Kuehl, Ph.D. | Armada Corporation Intelligence
Session field of study: Economics (Technical)
This session is available to registrants only.
Breakout Session
- Ask the Auditor Panel
Panelists:
- Amber Carman | Deloitte
- Ben Einck | Athene | Moderator
- Tessie Johnson | PwC
- Sean Vicente | KPMG
- Chris Yuska | EY
Session field of study: Specialized Knowledge (Technical)
This session is available to registrants only.
- Tax Update
Speaker: Andy Seydel | EY
Session field of study: Taxes (Technical)
This session is available to registrants only.
General Session
- NAIC Update
Speaker: Connie Jasper Woodroof | CJW Associates
Session field of study: Accounting (Technical)
This session is available to registrants only.
General Session
- Ethical Lessons from an $8.5 Million Fraud
This powerful session shares the real-life story of fraud through the firsthand perspective of Nathan Mueller, a former accountant who embezzled $8.5 million over four years. Nathan recounts the gripping details of his scheme, revealing the complex decisions and rationalizations that gradually led him down the path to fraud. The session will explore the human side of financial crime as Nathan reflects on the personal experiences and pressures that contributed to his actions, helping to better understand the “why” behind misconduct.
Drawing from the lessons he learned in the aftermath, Nathan will share insights on how professionals can strengthen ethical decision-making. Through candid anecdotes, learn the importance of voicing your values effectively, building the confidence and skills needed to act on those values, developing self-awareness to recognize ethical risks, and leveraging your support network to make better choices when faced with difficult situations.
Speaker: Nathan Mueller
Session field of study: Behavioral Ethics (Nontechnical)
This session is available to registrants only.
Breakout Session
- Investment Strategies and Oversight
Speaker: Leena Punjabi | F&G
Session field of study: Specialized Knowledge (Technical)
This session is available to registrants only.
- Reinsurance Trends
Speakers: Phil Norris & Eric Carlson | AON Reinsurance Solutions
Session field of study: Specialized Knowledge (Technical)
This session is available to registrants only.
Breakout Session
- GAAP Update
Speaker: Matt Phillips | PwC
Session field of study: Accounting (Technical)
This session is available to registrants only.
- The Insurance Talent Challenge: Attracting and Keeping Top Professionals
Panelists:
- Michael Anderson | Principal Financial Group
- Kelly DiCuffa | KPMG
- Jim Lewis | Univeristy of Iowa Vaughan Institute of Risk Management and Insurance
- Carrie Steffen | ISCPA | Moderator
Session field of study: Personnel/Human Resources (Nontechnical)
This session is available to registrants only.
General Session
- Insurance Trends & Insights: A Conversation with Industry Experts
In this interactive panel discussion, we will explore some of the most pressing topics shaping the insurance industry today. This engaging session offers a unique opportunity to hear insights from leading experts as they discuss key trends, challenges and opportunities impacting the profession. Be part of the conversation and walk away with fresh perspectives on where the industry is headed.
Panelists:
- Brian Beckett | Security Benefit
- Ken Cadematori | GuideOne
- Ann Collins | EMC
- Larissa Johnson | Deloitte | Moderator
- Roby Shay | Grinnell Mutual
Session field of study: Specialed Knowledge (Technical)
This session is available to registrants only.
Non-Member Price $365.00
Member Price $305.00