eLearning Webinar Series


IASA is pleased to present the IASA eLearning Webinar Series! This program leverages popular topics presented at IASA events, such as the Annual Conference and Executive Roundtable Series, and produces them into internet-based webinar presentations. The association partners with industry experts and solution providers to create training-focused webinars in the tradition of our unparalleled Accounting Seminars. eLearning events are conducted monthly; free to all members.

IASA Webinar Offerings:

- NEW! e-Learning Webinar events now qualify for on-demand CPE, see the On-Demand landing page for details.
- New! IASA Webinars are cutting the cord and leaving landlines behind. Now listen any time, anywhere on your mobile device.
- IASA offers Group Viewing. Now colleagues viewing with you can earn CPE.
- IASA offers free CPE to members and $50/webinar for non-members.


Sessions

Advanced Excel: Tools & Techniques for Detecting and Preventing Spreadsheet Errors

Nov 15, 2016 2:00pm ‐ Nov 15, 2016 3:00pm

Identification: WBNR111516

Credits: None available.

Excel is a powerful tool providing the flexibility and available complexity to accomplish analysis and modeling exercises common in the Insurance Industry without the development time and expense of building an application specific to the purpose. This combination of flexibility and complexity also brings some significant risks which can result in errors. This webinar will discuss some of the ways to prevent and detect errors to reduce the overall risk of spreadsheet use.

Learning Objectives:
  • Identify some common techniques to prevent spreadsheet errors
  • Identify tools to prevent spreadsheet errors
  • Identify tools to detect spreadsheet errors
Speaker(s):

The Changing Face of Cyber Security Risk & Regulation

Mar 23, 2017 2:00pm ‐ Mar 23, 2017 3:00pm

Identification: WBNR32317

Credits: None available.

Over the past few years, cybercrime has gone from being a fringe issue to a national concern. Cyber security is a priority for everyone, from smaller carriers to massive corporations. With its growth in popularity, there has been an increased interest in understanding best cyber practices, as well as cyber regulation. This course will provide professional insight into protecting your business from cybercrime, and understanding future regulations that may come in this space.

Learning Objectives:
  • Identify the elements of the NIST framework
  • Recognize the five core functions of effective cybersecurity
  • Recognize the new NYDFS regulations set to take effect in 2017
Speaker(s):

Refreshing the NYDFS: Cyber Security Best Practices

Oct 12, 2017 2:00pm ‐ Oct 12, 2017 3:00pm

Identification: WBNR111617

Credits: None available.

On March 1, 2017, the NYDFS Cybersecurity regulations took effect. Firms governed by the NY Department of Financial Services such as insurance firms and broker/dealers are required to comply with the regulation by February 15, 2018. The regulation is focusing on implemented cybersecurity controls that provide greater protection of customer data. Come view a panel of EY subject matter resources as they discuss this regulation and how companies are working toward compliance.

Learning Objectives:
  • Recognize how companies are implementing the new cyber regulations
  • Recognize future regulations and similar changes on the horizon
  • Identify common areas of cyber weakness for companies across the industry
Speaker(s):

PowerPoint Series: Building Your Presentation from Scratch

Feb 15, 2018 2:00pm ‐ Feb 15, 2018 3:00pm

Identification: WBNR021518

Credits: None available.

This webinar will continue to take beginners through the fundamentals of PowerPoint. Starting with a quick recap of the previous webinar in our PowerPoint Fundamentals series, attendees will learn how to create a custom PowerPoint presentation from scratch.

Field of Study: Computer Software & Applications
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Learning Objectives:
  • Recognize some of PowerPoint's most intuitive functions
  • Identify tools used to manipulate photos and slide properties
  • Identify the elements of the Slide Master
Speaker(s):
Members: $0.00
Standard: $50.00

How to Give FeedbackHow to Give Feedback

Preview Available

How to Give Feedback

Feb 22, 2018 2:00pm ‐ Feb 22, 2018 3:00pm

Identification: WBNR32218

Credits: None available.

Delivering feedback is one of the most important responsibilities of managers. For some, it's also one of the most daunting because it's hard to give feedback in a way that's meaningful and actionable. And, quite often, the person receiving the feedback doesn't always accept it in the way in which it was intended. Learning how to deliver feedback constructively, fairly and consistently in a way that helps to improve performance is critical for those with leadership aspirations. Learning how to receive it in a way that fosters trust, growth and development among direct reports, upper management and peers is arguably even more important. This session explores ways to improve your ability to give and receive feedback effectively.

Field of Study: Personal Development
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Learning Objectives:
  • Identify common mistakes that are made when delivering feedback
  • Recognize tips and techniques for receiving feedback
  • Specify best practices used by the most effective managers
Speaker(s):

Leveraging Blockchain Technologies to be Transformed - Not Disrupted

Mar 22, 2018 2:00pm ‐ Mar 22, 2018 3:00pm

Identification: WBNR032218

Credits: None available.

Blockchain is said to be the next industrial revolution. It's also said to be smoke and mirrors. The truth likely lies somewhere in the middle. In this session, we we discuss what exactly blockchain technologies are, how the relate to the cryptocurrency world and how they can be transformational in other areas of business. The session will conclude with examples from the insurance industry and next steps for attendees.

Field of Study: Information Technology
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Learning Objectives:
  • Identify blockchain technologies and uses
  • Recognize attributes of cryptocurrencies
  • Identify uses of blockchain technologies in the insurance industry
Speaker(s):
Members: $0.00
Standard: $50.00

US Tax Reform: Navigating the changes impacting the Insurance Industry Today and Beyond

Jul 10, 2018 2:00pm ‐ Jul 10, 2018 3:00pm

Identification: WBNR071018

Credits: None available.

The Tax Cuts and Jobs Act, signed into law on December 22, 2017, has been described – quite accurately – as the most sweeping tax overhaul in more than 30 years. In addition to significant rate reductions and other changes that will affect all U.S. businesses, the new law contains a number of provisions written specifically to affect insurance companies. On July 10th, Dan Kusaila and Al DiGiacomo, insurance tax practitioners at Crowe will team up with Rich Burness, Head of Tax at Athene Holdings, Inc. to provide a detailed explanation of these changes, lessons learned since enactment date, and an analysis of uncertainties and demands that insurance companies face in a post tax reform environment.

Field of Study: Accounting
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Learning Objectives:
  • Identify tax law changes resulting from The Tax Cuts and Jobs Act, specifically those pertaining to the insurance Industry
  • Recognize lessons learned since enactment and uncertainties that industry is still pondering
  • Recognize the strain that tax reform may have on an insurance carriers tax function
Speaker(s):
Tags: Tax
Standard: $50.00
Members: $0.00

Excel Workshop: What's Your Challenge

Aug 28, 2018 2:00pm ‐ Aug 28, 2018 3:00pm

Identification: WBNR081018

Credits: None available.

The Excel Series Continues with the next installment: Excel Workshop - What's Your Challenge? In his next webinar, Aaron Cooper is taking your questions and working to provide answers to your biggest problems/challenges. Be sure to submit your question by July 27th and he'll work to solve as many as possible during this hour long event.

Field of Study: Computer Software & Applications
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Please note the database used in this workshop may appear slightly blurry due to screen-sharing.  Please download and follow along with the sample database provided in the materials.

Learning Objectives:
  • Recognize tips and tricks to find the answer to questions in Excel when they arise
  • Identify how to restrict input to prevent errors in data entry
  • Identify steps used to get more out of filters
Speaker(s):
Standard: $50.00
Members: $0.00

Emerging Technologies in Customer Experience

Apr 25, 2019 2:00pm ‐ Apr 25, 2019 3:00pm

Identification: WBNR042519

Credits: None available.

Policyholders—especially those in the desirable millennial generation and beyond—are demanding new and more personalized communications via their channels of choice. From Voice-First devices like Amazon Alexa & Google Home to interactive chat capabilities via text message, website, Facebook Messenger, and WhatsApp, your agents, adjusters, and service reps need to be where the policyholder is for both sales and service purposes. Join us for this one-hour webinar to explore the impact of emerging technologies on the insurance industry and how these emerging channels can be optimized for different points along the customer journey.

Field of Study: Information Technology
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Learning Objectives:
  • Identify the emerging channels of choice for insurance consumers as well as current and anticipated usage of those channels by generation.
  • Recognize the elements of a customer journey map, and how customer journey mapping can be used to optimize customer communications for different points along the customer journey.
  • Recognize how voice-based devices and skills will impact consumer search habits and change customer expectations for real-time data access during policy issuance, billing, and claims.
Speaker(s):
Standard: $50.00
Members: $0.00

Real Automation Use Cases for Insurance Companies

Jul 23, 2019 2:00pm ‐ Jul 23, 2019 3:00pm

Identification: WBNR72319

Credits: None available.

Insurance organizations are increasingly looking to enhance the efficiency of their operations, provide more engaging customer experiences, and address the talent shortages of qualified professionals within the industry. Digital transformation is a key opportunity in this landscape that insurance leadership can leverage to ensure survival.

Field of Study: Information Technology
Delivery Method: QAS-Self Study  
Program Level: Basic
Prerequisites: None
Advanced Preparation: None


Learning Objectives:
  • Define automation technology and robotic process automation
  • Recognize specific uses of RPA in insurance companies
  • Identify elements of a scalable automation journey and roadmap
Speaker(s):
Tags: Automation
Standard: $50.00
Members: $0.00
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