Xchange Sessions

Jun 8, 2020 ‐ Jun 9, 2020


Standard: $299.00
Members: $199.00

Sessions

Investment Accounting UpdateInvestment Accounting Update

Preview Available

Investment Accounting Update

Jun 8, 2020 2:15pm ‐ Jun 8, 2020 3:15pm

Identification: XCH682020CS1

Credits: None available.

Literally thousands of accounting updates pour in throughout the year, and it can be hard to sift through the guidance recaps to find information specific to you. Join us for an interactive discussion about some of the most impactful investment accounting updates of the past year, led by the NAIC’s Julie Gann and Charles Therriault and Clearwater’s Sabrina Wilson. At this session, we will cover updates pertaining to the Statutory Accounting Principles Working Group (SAPWG), Valuation of Securities Task Force (VOSTF), Blanks Working Group (BWG), and Investment Risk-Based Capital Working Group (IRBCWG). Topics will include key updates to ensure you and your team are prepared for year-end.

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

Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test, survey and certificate on the CE Information Tab.

Learning Objectives:
  • Find out how upcoming regulations could impact your insurance accounting and investment teams
  • Understand the bigger picture of how investment accounting regulations affect your industry
  • Discuss best strategies for keeping up with regulatory bodies
Speaker(s):
Tags: Investments
Standard: $50.00
Members: $30.00

Leading Confidently in Times of Crisis

Jun 8, 2020 2:15pm ‐ Jun 8, 2020 3:15pm

Identification: XCH682020CS2

Credits: None available.

We heard you! Dealing with scattered teams, virtual workspaces, and stressed employees distracted by competing priorities is your new normal. These are unprecedented times that demand confident and effective leaders more than ever.

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

Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test, survey and certificate on the CE Information Tab.

Learning Objectives:
  • How to conquer your thoughts and emotions to remain focused and confident during the COVID-19 crisis
  • How to instill calm, hope and purpose in others during critical times
  • How to make decisions from a place of clarity and confidence during change and uncertainty
Speaker(s):
  • Ms. Karen Hinds, Author, Consultant, CEO of Workplace Success Group, Workplace Success Group
Tags: Leadership
Standard: $50.00
Members: $30.00

Cybersecurity Trends in Insurance

Jun 8, 2020 2:15pm ‐ Jun 8, 2020 2:45pm

Identification: XCH682020CS3

Credits: None available.

Organizations, especially insurance companies, are constantly trying to stay ahead of the current technology trends and cybersecurity threats. Cybersecurity control environments can be strengthened and objectively monitored.  Management should play a key role in oversight and development of controls & preparing for, monitoring, and obtaining independent reviews of their existing control environments for cybersecurity threats. In addition, they can help provide effective communication to audit committees and boards.  This interactive session will provide insight into how management can contribute in strengthening cybersecurity controls.

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


Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test, survey and certificate on the CE Information Tab.

Note regarding audio: The speaker audio came through very low during the live event.  You will need to increase your audio volume for the best listening experience.

Learning Objectives:
  • Hear about current technology trends and cybersecurity threats
  • Identify high-risk cybersecurity areas for insurance companies to focus on
  • Obtaining independent reviews and communication to executives regarding cybersecurity risk
Speaker(s):
Standard: $30.00
Members: $15.00

Transforming Claims During the COVID Crisis and Beyond! How The Hanover Insurance is Leveraging Electronic Payments. A Session on Better Processing

Jun 8, 2020 2:45pm ‐ Jun 8, 2020 3:15pm

Identification: XCH682020CS4

Credits: None available.

One‐click Amazon checkouts, frictionless ApplePay payments, and easy peer‐to‐peer Venmo and Zelle payment transfers are no longer “new”—they are the new normal. Whether it be policyholders paying their claims to the carrier, or the carriers paying their claimants, everyone expects better, faster payment options and a simple, intuitive customer experience. A truly flexible, future‐ready digital payments system requires an understanding of customer behavior, payment channels, and modern engagement methods. The good news is there are many payment methods available in the marketplace. This session will cover some, including the opportunity for a cash back program to carriers for disbursements.

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

Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test, survey and certificate on the CE Information Tab.

Learning Objectives:
  • How carriers are implementing payment options
  • Impact to customer satisfaction levels
  • Pros and cons of different payment methods
Speaker(s):
  • Mr. Bill Clausen, EVP - Business Relations, Prelude Software Inc
  • Ms. Krista Tropea, Assistant Vice President, Workers Compensation Claims - Lost Time Division, The Hanover Insurance
Standard: $30.00
Members: $15.00

Super Session: Discover Your Mission

Jun 8, 2020 3:30pm ‐ Jun 8, 2020 4:30pm

Identification: XCH682020SS1

Credits: None available.

What is your life mission? Are you stuck in a procrastination pattern to avoid your fears and your doubts? Many months and years can go by before we realize we are off track. In her keynote speech, "Discover Your Mission " - Janine takes the audience along on her journey. Through stories that are comical and moving, Stange identifies the pitfalls to goals – and shares 4 life lessons that helped her navigate through and break out of comfort zones. Ultimately, Janine Stange helps others discover their own unique life mission and activates them to do what they can, with what they have, where they are.

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


Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test and survey on the CE Information Tab.

Learning Objectives:
  • Break Cycles of Procrastination
  • Uncover what is truly important
  • Develop systems to stay on track
Speaker(s):
Standard: $50.00
Members: $30.00

NAIC Accounting UpdateNAIC Accounting Update

Preview Available

NAIC Accounting Update

Jun 9, 2020 2:15pm ‐ Jun 9, 2020 3:15pm

Identification: XCH692020CS1

Credits: None available.

Are you up-to-date on the 2020 activity of the NAIC’s Statutory Accounting Principles Working Group (SAPWG)? Do you know what issues are still pending and, if adopted, might need to be addressed for year-end 2020? Are there other NAIC initiatives in the works that may eventually affect statutory accounting? This session will provide current information your company needs to prepare for necessary statutory accounting changes.

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


Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test and survey on the CE Information Tab.

Learning Objectives:
  • Understand new statutory accounting requirements.
  • Determine needed company changes to meet new statutory accounting requirements.
  • Recognize areas of NAIC activity that need to be monitored.
Speaker(s):
Tags: Accounting
Standard: $50.00
Members: $30.00

Generate Exceptional Motivation and Success

Jun 9, 2020 2:15pm ‐ Jun 9, 2020 3:15pm

Identification: XCH692020CS2

Credits: None available.

Unhappy, unmotivated individuals negatively impact individuals, career satisfaction and productivity. Learn to strategically create happy, motivated, loyal relationships, teams and work cultures that boost engagement, authentically recognize and reward good performance and reduce turnovers. * Based on The Five Languages of Appreciation in the Workplace (Certified Facilitator) and The Five Love Languages (Authorized Presenter)

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

Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test and survey on the CE Information Tab.

Learning Objectives:
  • Convey authentic appreciation and respect.
  • Enhance employee motivation and loyalty.
  • Decrease relational friction and frustration.
Speaker(s):
Standard: $50.00
Members: $30.00

COVID-19: Navigating the Security Risks of Rapidly Going Remote

Jun 9, 2020 2:15pm ‐ Jun 9, 2020 3:15pm

Identification: XCH692020CS3

Credits: None available.

Organizations across the country are managing the rapid shift to a mobile workforce. While technology has enabled this great flexibility it does not come without challenges and risks. This webinar discussion with digital security and cyber risk experts will highlight how a rapid transformation of the workforce is introducing risks and steps that can be taken by business and security professionals to manage those risks and enable support of this new mobile workforce.

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


Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test and survey on the CE Information Tab.

Learning Objectives:
  • Learn about the new threats arising from the expansion of the remote workforce
  • Understand what leading organizations are doing to manage these new risks
  • Gain insight into risk trends that can help organizations diagnose and remedy these risks
Speaker(s):
Standard: $50.00
Members: $30.00

Cut to the Core: SBTs for Speed and Value

Jun 9, 2020 2:15pm ‐ Jun 9, 2020 2:45pm

Identification: XCH692020CS4

Credits: None available.

For insurers eager to introduce new products, maintaining rates, rules, and forms is a complex and labor-intensive process. Many use ISO, NCCI, and state bureaus as resources to help them stay on top of loss cost trends, new product forms, and regulatory changes. However, state filing and acceptance are often bottlenecks in rolling out new products. In this session, Missouri Employers Mutual will share how they overcame these challenges, implemented a system, and expedited their state expansion—all in 12 months. They will highlight their experience and approach for introducing a product into new markets and getting to market fast, while remaining compliant.

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


Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test and survey on the CE Information Tab.

Learning Objectives:
  • Improve fast business decision-making on circular updates, while also providing an audit trail on those decisions
  • Learn how to reduce efforts of implementing new lines of business
  • Get a glimpse into an insurer's process of adopting ISO content
Speaker(s):
Tags: innovation
Standard: $30.00
Members: $15.00

Automating Underwriting for Small Commercial

Jun 9, 2020 2:45pm ‐ Jun 9, 2020 3:15pm

Identification: XCH692020CS5

Credits: None available.

More small and medium-sized businesses are starting every year, and they’re increasingly buying insurance online. There are tough trade-offs between profitability, growth, and customer experience. Manual underwriting processes can maximize profitability and growth but result in slow turnaround times. Straight through underwriting processes can maximize customer service but can lead to potential adverse selection. Target market segmentation can maximize customer service and profitability but limits growth potential. This session will exhibit how can insurers bridge this gap and expand the insurers' risk appetite, while enabling a better experience for business owners.

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

Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test and survey on the CE Information Tab.

Note Regarding Audio: Brief loss of audio during transitions between moderator and speaker are from the live event. Please wait and audio will resume.  Critical content will not be missed.

Learning Objectives:
  • Understand the unique challenges and risks small- and medium-sized business face as they apply to insurance
  • See what real-time automated risk differentiation and triage looks like
  • Learn how data listening can significantly improve pricing and underwriting for and marketing to SMB
Speaker(s):
Standard: $30.00
Members: $15.00
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