Insurance & Financial Institutions (IFI) Conference (Day 2)
Insurance & Financial Institutions (IFI) Conference (Day 2)
CPE Credit:
6
Overview
Description:
This conference will cover topics across key technical and regulatory areas impacting insurance companies and financial institutions. With dual tracks tailored to each industry, sessions cover critical updates on GAAP, statutory accounting, taxation, AI applications, regulatory developments, ethics, M&A trends, and risk management. Attendees will hear from top experts and industry leaders on emerging topics to equip professionals with the knowledge to navigate a rapidly evolving financial landscape.
Field of Study:
Taxes (1 CPE)
Accounting (2 CPE)
Auditing (3 CPE)
Instructor
Instructor:
Various – see description
Additional Details
Who should attend:
CPAs in Insurance, Banking, & other Financial Institutions
Program Level:
Overview
Program Content:
Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/wt12n75qrnbt5s63cnmw1500dwne46xn
The major topics that will be covered in these courses include:
- Economic, GAAP, and regulatory updates for insurers and financial institutions
- AI applications in claims, underwriting, and due diligence
- Tax developments in insurance and banking
- Sessions on M&A, reinsurance, and statutory accounting
- Ethics, fraud prevention, and control frameworks
Learning Objectives:
After attending these presentations, you will be able to…
- Apply the latest GAAP, tax, and regulatory updates to your organization
- Evaluate the impact of AI on claims, underwriting, and risk management
- Identify emerging risks and economic trends relevant to financial institutions and insurers
- Navigate M&A strategies and assess third-party risk
- Strengthen fraud prevention and control practices within your organization
Prerequisites:
None
Advanced Preparation:
None
Developed By:
CPA Crossings, LLC
Format:
Group-Internet-Based
Course Code:
CO2IFI06
Our Partners
NASBA Sponsor
Insurance & Financial Institutions (IFI) Conference (Day 2)
Course Code:
CO2IFI06
Program Level:
Overview
Description:
This conference will cover topics across key technical and regulatory areas impacting insurance companies and financial institutions. With dual tracks tailored to each industry, sessions cover critical updates on GAAP, statutory accounting, taxation, AI applications, regulatory developments, ethics, M&A trends, and risk management. Attendees will hear from top experts and industry leaders on emerging topics to equip professionals with the knowledge to navigate a rapidly evolving financial landscape.
Program Content:
Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/wt12n75qrnbt5s63cnmw1500dwne46xn
The major topics that will be covered in these courses include:
- Economic, GAAP, and regulatory updates for insurers and financial institutions
- AI applications in claims, underwriting, and due diligence
- Tax developments in insurance and banking
- Sessions on M&A, reinsurance, and statutory accounting
- Ethics, fraud prevention, and control frameworks
Learning Objectives:
After attending these presentations, you will be able to…
- Apply the latest GAAP, tax, and regulatory updates to your organization
- Evaluate the impact of AI on claims, underwriting, and risk management
- Identify emerging risks and economic trends relevant to financial institutions and insurers
- Navigate M&A strategies and assess third-party risk
- Strengthen fraud prevention and control practices within your organization
Who should attend:
CPAs in Insurance, Banking, & other Financial Institutions
Developed By:
CPA Crossings, LLC
Instructor:
Various – see description
CPE Credit:
6
Field of Study:
Taxes (1 CPE)
Accounting (2 CPE)
Auditing (3 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$299.00
Upcoming Dates
- 11/13/2025 @ 10:00 AM
All times are Eastern Time Zone
