Business Ethics & the AICPA Code of Conduct

Nov 12, 2020 2:00pm ‐ Nov 12, 2020 3:30pm

Credits: None available.

This session will consist of an overview of the AICPA Code of Conduct, illustrating the most common situations that lead to ethical issues. Examples will be shared to help put the principles discussed into practical context for professionals working for insurance companies, as well as third-party service providers. This webinar will walk through many of the guiding and overarching principles of the AICPA Code of Conduct and help participants recognize common situations that can lead to ethical issues as well as identify ethical issues in a variety of fact patterns. Learning Objectives: Learn the guiding and overarching principles of the AICPA Code of Conduct. Recognize common situations that can lead to ethical issues. Identify ethical issues in a variety of fact patterns. Pricing: Members - Free / Non-Members - $50 Pricing applied upon logging in or at checkout..

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Economic Forecast (Part 1)

Jan 12, 2021 2:00pm ‐ Jan 12, 2021 3:00pm

Credits: None available.

Pricing: Members - Free / Non-Members - $50
Pricing applied upon logging in or at checkout.

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Cannabis: It's Growing Like a Weed

Feb 9, 2021 2:00pm ‐ Feb 9, 2021 3:00pm

Credits: None available.

Join Brenda Wells and Melissa Roeder for a fast-paced discussion about cannabis and hemp in America. The presenters will discuss the fundamental definitions of cannabis and hemp, uses for cannabis and hemp, the current legal status of cannabis and hemp, including FDA and USDA involvement. Here about problems insuring cannabis for P&C insurers, court cases involving cannabis and hemp and predictions for the future in light of the November 2020 election. Share this webinar information with your underwriting, claims, and legal teams! Learning Objectives: Recognize the properties and legalities of cannabis and hemp Define the challenges facing property and liability insurers with respect to cannabis Identify predictions for the future of cannabis and hemp based upon review of court decisions pertaining to cannabis and hemp

Delivery Method: QAS Self Study
Field of Study - Specialized Knowledge
Prerequisites - None

CPE Credit - 1

Pricing: Members - Free / Non-Members - $50

Pricing applied upon logging in or at checkout.

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The ABCs of LGBTQ+: Building Inclusivity in Insurance

Jun 15, 2021 2:00pm ‐ Jun 15, 2021 3:00pm

Credits: None available.

As part of IASA’s recognition of Pride Month, this webinar will begin by clarifying the language and terminology used by the diverse LGBTQ+ community and then move into exploring issues that affect members of the community and hinder them from bringing their authentic selves into the workplace. Particular focus will be paid to the unique challenges faced by members of the trans community, the “T” in LGBTQ+

Field of Study: Personnel/Human Resources
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None


Why Do Insurance Professionals Ignore Serious Risks (And What to Do About It)

Oct 21, 2021 1:00pm ‐ Oct 21, 2021 2:00pm

Credits: None available.

In this engaging, interactive, and entertaining presentation, you as an insurance professional will dramatically improve your ability to recognize covert risks and help other insurance professionals do so as well, in the post-COVID recovery and beyond. Cutting-edge research in cognitive neuroscience and behavioral economics show that we all tend to miss risks in a time of change due to unconscious dangerous judgment errors called cognitive biases. Mental blindspots such as the ostrich effect and confirmation bias cause us to deny uncomfortable facts about risks, even serious and obvious ones, due to how our brains are wired. Even when we recognize such risks, our colleagues and business partners often miss them. Our typical methods of trying to convince them through facts and arguments often fail, leading to unnecessary conflicts and often disastrously bad decisions. This presentation will offer you case studies, best practices, and groundbreaking research to provide you with the most critical skills and take-aways that you need to help yourself recognize and avoid such risks and successfully convince your collaborators to do so.

Learning Objectives:
  • Recognize where you or your team members might suffer from subtle mental blindspots (called cognitive biases) that result in missing hidden risks
  • Identify the recently-discovered strategies that will enable you and your team members to uncover potential hidden risks
  • Define best practices to convince others effectively to recognize and avoid hidden risks

PMFA Insights Inflation Rising Rates and the Growing Risk of Recession

Dec 15, 2022 10:00am ‐ Dec 15, 2022 11:00am

Credits: None available.

Description:

During this engaging discussion, Jim Baird, Plante Moran’s Chief Investment Officer, will provide analysis of economic trends applicable to financial institutions and insurance companies. Jim will be covering topics including the inflation forecast, the Fed’s monetary policy response, and the rising risk of recession.

Learning Objectives:

1. Recognize the various factors influencing the inflation surge of the past year and the forecast for 2023

2. Recognize the evolution of Fed policy and the interest rate outlook

3. Identify underlying drivers of the economic expansion and the growing risks that could lead to recession

Field of Study: Economics
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Pricing: Members - $25 / Non-Members - $37
Pricing applied upon logging in or at checkout.


NAIC Accounting & Reporting Update

Dec 15, 2022 11:05am ‐ Dec 15, 2022 12:00pm

Credits: None available.

Description:

Hear what the NAIC has been working on in 2022 and how it will impact 2022 and 2023 Statutory Accounting and Reporting.

Learning Objectives:

1. Recognize the 2022 adopted and 2023 proposed annual reporting changes and the Notes to Financial Statement changes and the related SSAPs.

2. Identify the 2022 adopted and 2023 exposed statutory accounting changes on the Statutory Accounting Principle Working Group’s (SAPWG) Hearing Agenda

3. Identify the 2023 and beyond exposed statutory accounting and reporting changes on NAIC 2022 Meeting Agendas.

Field of Study: Finance
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Pricing: Members - $25 / Non-Members - $37
Pricing applied upon logging in or at checkout.


2023 NAIC Accounting & Reporting Update

Mar 27, 2023 11:00am ‐ Mar 27, 2023 12:00pm

Credits: None available.

Hear what the NAIC is working on in 2023 and how it will impact 2023 and beyond Statutory Accounting and Reporting.

Learning Objectives:

1 - Recognize the 2023 adopted and proposed annual reporting changes from the Blanks Working Group and the related SSAPs.

2 -Identify the 2023 adopted and exposed statutory accounting changes on the Statutory Accounting Principle Working Group’s (SAPWG) Hearing Agenda

3 - Identify the 2023 and beyond exposed statutory accounting and reporting changes on NAIC 2023 Spring Meeting Agendas.

Speaker: Sharlea Taft, NAIC Liaison, Sapiens and Tracey Chipego, VP Insurance Product Management, State Street

Delivery Method: QAS Self Study
Field of Study: Finance
Ability Level: Basic
Prerequisites: None
Length: 1 hour
CPE Credit: 1 CPE

Pricing: Members - $0 / Non-Members - $50                                                        Pricing applied upon logging in our at checkout

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2023 Economic Update

Apr 4, 2023 2:00pm ‐ Apr 4, 2023 3:00pm

Credits: None available.

2023 Economic Update

RSM’s Chief Economist, Joe Brusuelas, will bring his 20 plus years’ experience in finance and economics to provide a forward-looking commentary on the economic outlook for 2023.

Learning Objectives:

  • Define recent developments in the Fed’s monetary policy.
  • Recognize the analysis of the inflation forecast/threat.
  • Identify where the looming recession has lost its steam?

Speakers:

Joe Brusuelas, Chief Economist

RSM US LLP

Delivery Method: Group Internet Based
Field of Study: Economics
Ability Level: Basic
Prerequisites: None

Target Career Level: Early Career, Mid-Career, Advanced Career

Target Audience: Accounting/Finance
Length: 1 hour
CPE Credit: 1 CPE

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Winning on Digital Strategies for Growth in 2023

Apr 27, 2023 2:00pm ‐ Apr 27, 2023 3:00pm

Credits: None available.

Session Description: Digital and content strategy are core pillars to strategic growth in the insurance industry in this post-pandemic era—no different than M&A and traditional growth efforts. Having a website presence, placing ads, and sending emails is not enough in this increasingly competitive and modern marketplace. And the alignment between growth and leadership is more critical than ever before.

The best path to success is engaging your audience in targeted, tailored, and interactive ways by understanding your audience with persona tools and reaching your audience at the right time, in the right place, on the right channel, and with the right message – all requiring a strategic approach to growth.

Join our speakers as they identify and discuss the critical components of a successful digital marketing strategy that will empower you and develop your confidence as a growth leader. For even greater and more immediate impact on your organization, bring your digital marketing team.

Learning objectives:

Recognize importance of digital in the insurance industry
Differentiate strategies for insurance carriers vs. independent practitioners
Define KPIs in digital marketing; what to measure and not measure

Delivery Method: Group Internet Based and QAS Self Study
Field of Study: Communications and Marketing
Ability Level: BASIC - NO CPE AVAILABLE FOR THIS SESSION
Prerequisites: None
Advance Preparation: None
Pricing: Members: Free / Non-Members: $50