Cindy Adams, CPA | CEO, Iowa Society of CPAs

Doug Ommen and Carrie Mears will provide an update on current issues at the Iowa Insurance Division.

Doug Ommen, J.D. and Carrie Mears, CFA | Iowa Insurance Division

The U.S. and Iowa economies recovered dramatically from the short-lived COVID-induced recession. The current economic landscape looks vastly different from the pre-pandemic one. The economy is booming, yet inflation, supply chain issues, labor supply challenges are significant headwinds to growth. Just as the recovery matures into an expansion, these three factors threaten the nascent business cycle.

Robin Anderson, Ph.D. | Iowa Department of Revenue

Will Democrats rally to complete work on Biden's Build Back Better Agenda? Are there still opportunities for bipartisan legislation in Congress? Will Republicans flip control of the House and Senate in November? Chris Payne, Vice President, and head of Government Relations at Principal Financial, will moderate a conversation with Republican John O'Neill and Democrat AJ Wojciak as they explore how each party plans to approach the pre-election agenda on Capitol Hill and the 2022 campaign trail.

John O'Neill, J.D. | Harbinger Strategies
Chris Payne | Principal Financial Group
A.J. Wojciak | PSW (Public Strategies Washington)

NAIC activity is almost never-ending and affects a wide range of insurers’ activities. The 2022 Annual Statements and the 2022 Risk-Based Capital formula formats are in place. The Statutory Accounting Principles Working Group continues to work on accounting issues but has a big focus on a principles-based definition of bonds. The Securities Valuation Office is also implementing some changes. And, of course, work is still progressing on the Group Capital Calculation. This session will provide previews for your company’s planning process, as well as provide information on items that still may be pending. Be the one in your organization that is current with the ever-changing environment of the insurance industry.

Connie Jasper Woodroof, FLMI | CJW Associates

Note: This session will be repeated at 11:10 a.m.

Obtain an update on recent GAAP related accounting changes and hot topics. At the end of this course, participants should be able to identify relevant hot topics in GAAP accounting, understand the significant changes or potential areas of concern, and how or where to find additional information.

Brandon Honnold, CPA | KPMG LLP

Discussion on recently passed and proposed legislation impacting tax, including the FY23 Federal Budget, Build Back Better Act, Iowa tax bill on corporate tax rates and research activities credit, and others. This session is intended to provide an update on current federal and state legislation relevant for tax professionals and departments.

Joe O'Connor and Andy Seydel | EY

NAIC activity is almost never-ending and affects a wide range of insurers’ activities. The 2022 Annual Statements and the 2022 Risk-Based Capital formula formats are in place. The Statutory Accounting Principles Working Group continues to work on accounting issues but has a big focus on a principles-based definition of bonds. The Securities Valuation Office is also implementing some changes. And, of course, work is still progressing on the Group Capital Calculation. This session will provide previews for your company’s planning process, as well as provide information on items that still may be pending. Be the one in your organization that is current with the ever-changing environment of the insurance industry.

Connie Jasper Woodroof, FLMI | CJW Associates

Note: This is a repeat of the 10:10 session

This session will provide an overview of various types of crypto assets, industry and ecosystem, and key accounting/financial reporting considerations.

Jason Bui | KPMG LLP

Organizations are facing continuous change and increased expectations from their customers. Insurers can no longer provide a disjointed and inconsistent experience while expecting to improve their bottom line. Technology alone is not the answer. Learn how organizations can accelerate growth and customer satisfaction when the customer experience is enhanced with the right technologies.

Nathan Bernardi and Alex West | RSM LLP

Ethics violations continue.  Every day there is another news story illustrating ethical failures.  Why does this occur and what can we do to improve our ethical behavior for employees, policy holders and other stakeholders? In our working lunch session we will discuss:  
• How to maintain an ethical balance in an ethically challenged environment. 
• The main source for ethical lapses.
• Techniques to conduct our personal and professional lives more ethically.

Jim Lindell, CPA, CGMA, CSP | Thorston Consulting

Note: This session is optional and only available to attend in-person. If you attend this session you will receive an additional hour of CPE credit.

Our organizations are the sum of our workforces.  Our long term strategic success is dependent on the people we choose to work for us.  Our efforts to recruit, retain and develop will dictate how successful we can be in the long run.  In this session we will discuss:
• What the future workforce will look like.
• How businesses have been altered by the pandemic and what are the implications for future staffing.
• How to design a process to better identify and qualify future staff.


Jim Lindell, CPA, CGMA, CSP | Thorston Consulting

The ESG landscape and reporting environment continues to evolve as stakeholder expectations increase the demand for consistent, reliable ESG information. In this session, we will discuss the key drivers in ESG reporting, including why ESG is important, how companies are preparing for enhanced reporting regulations / expectations, and other sector trends in ESG program maturity. Please join us in this panel discussion to hear direct insights from industry peers and experts.

Alexa Adrian and Xavier Crepon, CPA | PwC
ethOs Representative
Beth Woods | Principal Financial Group

This fast-paced session allows attendees to learn about exciting technology innovations from InsurTech startups in the Global Insurance Accelerator (GIA). Founded in 2014 and based out of Des Moines, IA, the GIA is a mentor-driven business accelerator designed to foster innovation in the insurance industry by supporting insurtech startups targeting the global insurance industry. The accelerator provides startups with guidance to find product-market fit while doing customer discovery faster than they could do on their own. This session, which is loosely based on the popular “Shark Tank” TV show format and fueled by the explosion of InsurTech innovation, puts InsurTech entrepreneurs front and center on a stage, vying for validation from session attendees AND our own panel of "sharks"! Audience members will hear pitches and ask tough questions before making mock investments into the teams and technologies found most viable, feasible and applicable to the problems facing today's insurance industry. Find out which InsurTechs attract the most investment dollars! Following this fast-paced session, you will have the opportunity to talk with the innovators and relax during Happy Hour at the hotel lounge.

• Nicole Cook, Managing Director | Global Insurance Accelerator (GIA)
• Start-up companies and entrepreneurs will be posted as they are identified