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CONFERENCE: Insurance & Financial Institutions (IFI)
Course Code:
BU2IFI12
Program Level:
Overview
Description:
This two-day 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:
The major topics that will be covered in this conference 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 this conference, 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:
12
Field of Study:
Taxes (2.0 CPE)
Accounting (4.0 CPE)
Auditing (6.0 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
$599.00
Upcoming Dates
- 11/12/2025 @ 10:00 AM
All times are Eastern Time Zone
