@IASAInc IASAAnnualConference IASA @IASAInc IASAInc#IASA2017

IASA IS THE PLACE WHERE INDUSTRY PROFESSIONALS AND SOLUTION PROVIDERS MEET TO LEARN, SHARE INNOVATIVE IDEAS, NETWORK AND COLLABORATE

l More than 80+ educational sessions

l 200+ product and service exhibitors

l Inclusive networking opportunities

l IASA and Global Insurance Accelerator (GIA) Present “IASA Tech Tank”

l Accounting Super Session Keynote: Charlie Kingdollar & Kim Hazelbaker

l Technology Super Session Keynote: Chunka Muil Career Skills Super Session Keynote: Dennis Snowl The Executive Roundtable Series events will feature

Brian Solis, Dennis Lockhart, Fred Colon and David Stroh

GET THE BEST VALUE FOR YOUR EDUCATION DOLLARS BY REGISTERING EARLY AND SENDING MULTIPLE ATTENDEES. After two company attendees are registered, each additional attendee will receive a discount, look inside for details!

2O17JUNE 4–7, 2017 • Orlando World Center Marriott, Florida

EDUCATIONAL CONFERENCEA N D B U S I N E S S S H O W

Keynote Address by: CAPTAIN SCOTT KELLY Monday, June 5

Keynote Address by: MIKE ROWE Tuesday, June 6

Keynote Address by: ROBYN BENINCASA Wednesday, June 7

IASA’S 89TH ANNUAL EDUCATIONAL CONFERENCE & BUSINESS SHOW JUNE 4-7, 2017 • ORLANDO WORLD CENTER MARRIOT, FL

REGISTER NOW AT IASA.ORG/CONFERENCE

CAREER SKILLS

EMERGING TECHNOLOGIES

SYSTEMS

RISK MANAGEMENT

CYBER SECURITY

INVESTMENTS

OPERATIONS

ACCOUNTING

FINANCE

These are exciting times for the insurance industry. We are living through unprecedented

change driven by innovation, competition, generational workforce shifts and other pressing challenges. With challenge comes opportunity which is where IASA becomes your most trusted education, networking and knowledge resource.

The 2017 IASA Annual Educational Conference and Business Show is designed to help you and your company keep ALL SYSTEMS GO! as you pursue those opportunities. Our sessions and speakers will deliver fresh ideas, thought-provoking content from industry experts, and a front-row seat on industry innovation. Don’t miss the most comprehensive education program and solution provider showcase for financial, technology and operations professionals in the industry.

PROGRAMThis conference promises one of the best educational programs in our long history, providing you the most up to date information on everything happening in the insurance industry. Here are some program highlights:

• Create a personalized education experience by selecting from over 80+ technical sessions that cover a wide-range of areas, including:

• Financial Reporting • Operations • Systems

• Technology • Taxation • Finance

• Regulation and • Career Skills Legislation

• World class keynote speakers to augment our diverse array of industry experts

• Three Super Sessions featuring highly sought after knowledge experts including Chunka Mui, Charlie Kingdollar, Kim Hazelbaker and Dennis Snow, that will provide valuable insight on ideas and issues impacting the industry

• Our comprehensive Business Show provides access to more than 200 solution providers demonstrating the latest industry products and services

• Our outstanding Executive Education Roundtable Series exclusively for C-Level professionals

VALUEIASA has a long-standing reputation for delivering high value and low cost education to the insurance industry. Historically everything we offer is priced below market, and that has meant that our events, products and services remain accessible to the greatest number of industry professionals.

• IASA can be the key to your company’s success in today’s highly competitive environment as an education partner offering the industry’s best education value that earns attendees up to 19 CPE credits

• Conference registration is value priced at only $700 (Early Carrier Member Rate w/housing discount) offering your company more return on investment for its training and travel dollars. (Associate, Vendor and Consultant Member early rate w/housing discount is $800)

• Maximize your value by sending several attendees and take advantage of our multiple attendee discounts! Register two people from your company and automatically save $150 on each additional registered attendee. (see page 3 for program details)

• Our low conference rate not only provides an outstanding education experience it also includes daily breakfasts, two lunches and the industry’s largest Networking Reception

ALL SYSTEMS GO!

“ ALL SYSTEMS GO means understanding and taking part in the revolutionary things going on in our industry. It means being prepared for what’s around the corner before you get there. It means your people are trained, equipped, and ready. ”

Rod Travers, IASA President

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TO REGISTER AND FOR FULL PROGRAM DETAILS VISIT: IASA.ORG/CONFERENCE2

For Non Members, the conference rate includes the $600 fee for IASA Annual Company Membership Fee, which is charged to the first person registering from that company. All subsequent registered attendees will be given the stated applicable member rate.

DISCOUNTSTake advantage of two discount opportunities offered by IASA.

• Make your hotel reservations at the time you register for the conference and save $100 on the conference rate.

• Register and pay for two people from your company to attend the conference and each additional paid registrant will receive a $150 discount. By participating in the “Tiered Rate” program registration fees for Carriers could be as low as $550.

Registration Fees Include: Sunday’s Opening Reception with the exhibitors, all Keynotes, Breakfasts, Lunch on Monday and Tuesday and the traditional Tuesday Evening Networking Event.

GUEST REGISTRATIONFully Registered Guest Fee: $175. This includes the following events: Opening Reception, Three (3) Breakfasts/Keynotes, Tuesday’s Luncheon, and the Tuesday Evening Networking Event. Monday Exhibit Hall activities, including lunch, will not be open to guests. “Tuesday Event Only” tickets are available for $50. IASA will not sell “Keynote Only” Tickets. Guest registrants will not receive conference badges. Access to appropriate guest functions will be ticketed. Business associates or additional company registrants must register as conference attendees not “Guests.”

HOTEL RESERVATIONSTo qualify for the Housing Discount, IASA requests that all attendees book their hotel reservations when registering for the conference. Please do not contact the hotels directly to make reservations. If you have reservation questions please contact the IASA housing bureau: US & Canada: 800-424-5249 International: 847-996-5829

CANCELLATION POLICYA $100 administration fee will be applied for all conference reg-istration cancellations made before April 26, 2017. No refunds will be granted after this date. A $30 administration fee will be applied for all “Fully Registered” guest cancellations made before April 26, 2017. No guest refunds will be granted after this date. “Tuesday Event” only tickets for guests can be refunded until May 17, 2017. After this date, no refunds will be given. For more information regarding administrative policies such as complaint and refund, please contact our office at 919-489-0991.

CONFERENCE REGISTRATION FEES:Early registration by March 15th:Insurance Carrier Member: $800 w/ housing: $700Insurance Carrier Non member: $1,400 w/ housing: $1,300Associate, Vendors, Consultant Members: $900 w/ housing $800Associate, Vendors, Consultant Non Members: $1,500 w/ housing $1,400

Regular/On-Site on or after March 16th:Insurance Carrier Member: $1,000 w/ housing: $900Insurance Carrier Non member: $1,600 w/ housing: $1,500Associate, Vendors, Consultant Members: $1,100 w/ housing $1,000Associate, Vendors, Consultant Non Members: $1,700 w/ housing $1,600

KEY ELEMENTS OF P&C ACCOUNTING AND SELECT ANNUAL STATEMENT SCHEDULES SEMINARMember: $1,450 w/ housing: $1,350Non member: $2,050 w/ housing: $1,950

HOTEL RATES: Orlando World Center Marriott $189 plus applicable taxesCaribe Royale All Suite Hotel and Convention Center$159 plus applicable taxesHotel cut-off for reservations is May 11, 2017By staying within our room block you help IASA satisfy our contract requirements. Additionally, a portion of your room rate or number of nightly stays may provide IASA rebates, concessions or other benefits, which are used to offset expenses related to conducting the conference.

CONFERENCE PROGRAMSUNDAY, JUNE 45:30pm – 7:30pm Opening Reception in Exhibit Hall

MONDAY, JUNE 57:30am – 8:00am Breakfast

8:00am – 9:30am General Session & Keynote: Captain Scott Kelly

9:30am – 3:30pm Exhibit Hall Open with Lunch at 12:00pm

9:50am & 11:00am Vendor Connect Tours

1:30pm – 3:00pm Technical Sessions & Technology Super Session with Keynote Chunka Mui

3:00pm – 3:30pm Exhibit Hall Break

3:30pm – 5:00pm Technical Sessions & A.R.F. Super Session Charlie Kingdollar & Kim Hazelbaker

6:00pm Vendor Hospitalities

TUESDAY, JUNE 67:30am – 8:00am Breakfast

8:00am – 9:30am General Session & Keynote: Mike Rowe9:30am – 1:30pm Exhibit Hall Open

9:45am – 10:45am Technical Sessions

11:00am – 12:00pm Technical Sessions

12:00am – 1:15pm Lunch with Exhibitors

1:30pm – 3:00pm Technical Sessions

3:30pm – 5:00pm Technical Sessions

3:30pm – 5:00pm IASA Tech Tank (Tech Session #676 and ARF Session #604 combined)

7:00pm – Evening Tuesday Networking Event

WEDNESDAY, JUNE 77:30am – 8:00am Breakfast

8:00am – 9:30am General Session & Keynote: Robyn Benincasa9:45am – 11:15am ARF Technical Session / IT Town Hall /

Regulator Town Hall

9:45am – 11:15am C.S.D. Super Session Keynote: Dennis Snow

Key Elements of P&C Accounting Seminar and Select Annual Statement Schedules runs concurrent with Technical Sessions on Monday, Tuesday, and Wednesday.

REGISTER ONLINE AT WWW.IASA.ORG/CONFERENCE

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TO REGISTER AND FOR FULL PROGRAM DETAILS VISIT: IASA.ORG/CONFERENCE 3

A.R.F. Super Session: CHARLIE KINGDOLLAR Global Emerging Issues Specialist and Vice President in Gen Re’s Treaty department

KIM HAZELBAKER Senior Vice President, Insurance Institute for Highway Safety

Emerging Technologies Changing the Face of RiskThe insurance industry is faced with a quickly evolving world. Everything from autonomous vehicles to the legalization

of marijuana to 3-D printing has an impact on the indus-try. This Super Session will consider how the industry can prepare for and manage the risks associated with emerg-ing issues. Our speakers will examine automated vehicle research, technological advancements, political and legal risks, and the role of insurance professionals to capitalize on the business opportunities inherent in new risks.

Technology Super Session: CHUNKA MUIAuthor of Unleashing the Killer App, Billion-Dollar Lessons and most re-cently, The New Killer Apps

Sponsored by

Embracing the FutureRapidly maturing technologies like autonomous vehi-cles, mobile devices, social media, the Internet of Things, cloud computing and artificial intelligence are trans-forming how we live, work and play.

For example, driverless cars and trucks could reduce tens of millions of injuries and deaths each year, world-wide, while greatly reducing transportation cost and re-source utilization. At the same time, millions of jobs and trillions in revenue will be thrown up for grabs. Every worker and company in the automotive, insurance, fi-nancial services, transportation, logistics, energy and retail industries (just to name a few), could be affected.

Similarly massive technology-fueled dislocations will occur in entertainment, media, manufacturing, consumer products, healthcare, and every other sector of culture and commerce.

Chunka Mui will offer unmatched provocative insight into these trends. He will help you understand the impli-cations on personal, professional and organizational lev-els and provide the insight to be ahead of the curve and the essential tools to proactively embrace the future.

SUNDAYJOIN US AT THE WELCOME RECEPTION ON THE BUSINESS SHOW FLOORSponsored by

BUSINESS SHOW IASA’s Business Show is the best place to see first-hand the solutions and innovations that will keep your company a leader in this competitive market! The Business Show features over 200 exhibitors and solution providers demonstrating the latest industry products and services. Visit the show floor at iasa.org/bizshow.

MONDAYKeynote: CAPTAIN SCOTT KELLY, History-Making U.S. Astronaut & Retired Navy Captain

Sponsored by

Back from his historic record-breaking Year in Space, Captain

Kelly has laid the groundwork for the future of space travel and exploration. From the cover of TIME to live interviews on TODAY to features in Forbes and on CNN to a Twitter following that is rapidly approaching 1 million, the world remains in awe as we celebrate a hero’s return to the planet that is home, from an adventure that is extraordinary.

JOIN A VENDOR CONNECT TOUR IN THE EXHIBIT HALL ON MONDAY. Each tour is targeted to specific products and disciplines designed to effectively use your time in the exhibit hall. Details are on page 7 — select one of these tours when you register.

TUESDAY Keynote: MIKE ROWE, CEO mikeroweWORKS Foundation

Sponsored by

Happy, Dirty PeopleWhy has America declared a war on

work? Mike Rowe will give us an illuminating account of the true nature of skilled labor, and why it’s being deval-ued by the media, advertising, and even the government.

Why are people who do dirty jobs some of the happiest people you’ll ever meet? How do they achieve a work-life symmetry others can’t? What lessons can we learn about teamwork, determination, efficiency, and our definition of success? With conviction, humor and deep humanity, Mike Rowe will bring us face-to-face with Americans who are simply doing their jobs, happily and well. In the process, he will remind us of the enormous but forgotten benefits of hard, honest work, and how it affects everything from our national identity to our infrastructure to the economy.

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TO REGISTER AND FOR FULL PROGRAM DETAILS VISIT: IASA.ORG/CONFERENCE4

WEDNESDAY Keynote: ROBYN BENINCASA, World Champion Adventure Racer, Firefighter, Triathlete and Best Selling AuthorWhy Winners Win What are the four most common

attributes of people who make a lifelong habit of winning? Robyn’s presentation was inspired by a Fast Company Magazine article entitled Extreme Teamwork, which featured Robyn’s team of World Champion adventure athletes as well as “Winners” from all walks of life. Robyn will outline the common traits, attitudes and mindset of the world’s most consistently high performing leaders in their eternal pursuit of world class results. Robyn’s incredible stories and breathtaking video footage of extreme teams in action, will leave us energized and empowered to create consistent world class results in every aspect of our lives!

REGULATOR TOWN HALLRegulation and reporting requirements are ever chang-ing and evolving. Changes in the market, economy and even technology create the need for advancement and changes in how insurers do their business, and how states regulate the insurance industry. With this, understanding and collaboration between regulators and insurers is key.

Seize this opportunity to talk with State Examiners and NAIC staff about regulatory questions, clarifications of new guidance, and where they see new regulation focus over the next few years. This session will provide an open forum to discuss various topics focused on accounting, markets & valuation, investments, and risk/solvency.

Career Skills Super Session: DENNIS SNOW, Snow & AssociatesDelivering World-Class Customer Service: Lessons From The Mouse Customers have more choices than ever, with the result that most products

and services are increasingly seen as commodities. So, in today’s market, what can an organization do to stand out from the crowd? Differentiating your service is the key to attracting and retaining customers — while driving bottom line results. More than ever customers are focused on value — what you can do that other organizations cannot or will not do. Customers want to know that you are focused on earning their ongoing loyalty.

Based on his 20-years with the Walt Disney World Com-pany along with many years of consulting with organiza-tions around the world, Dennis Snow will provide a “how-to” program for creating a service-driven culture. Join us for this Super Session and leave with strategic tools that can be used to raise the bar of service throughout your organiza-tion, resulting in “walk-through-fire” customer loyalty.

IT TOWN HALLAsk any question and let your voice be heard in the IT Town Hall! Ongoing system replacements and upgrades, security, managing costs, retaining talent, new technolo-gies, innovation, and delivering results are just a few of the many priorities IT leaders must juggle. Join us in this open forum session as a panel of industry professionals, along with outspoken audience members, will answer your questions and share their experiences managing in-surance IT. Don’t miss this perennial favorite!

TUESDAY IASA TECH TANK — Technology and A.R.F. Tracks combined sessionJoin this fast-paced session to learn more about the innovations that are shaping our industry now and in the near future presented by IASA and Global Insurance Accelerator (GIA).

Based on the popular “Shark Tank” TV show format, and fueled by the explosion of insurance technology (InsurTech) innovation, this interactive session brings entrepreneurs from the Global Insurance Accelerator (GIA) to battle it out for validation and bragging rights

from our own IASA sharks! Supported by insurance company investors and focused on promoting insurance industry innovation, GIA’s 100-day mentor-driven program gives InsurTech startups guidance on strategy, concept and industry feasibility. During this session, accounting/financial, operations and technology-focused judges, along with audience members, will hear pitches and ask tough questions, and then vote for the leading InsurTech team, with real-time results posted live after each pitch.

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IASA’s Tuesday Evening Networking Event An evening in Margaritaville! Bring out your Flip Flops, Bermuda shorts and parrot hats as we enjoy an evening with the best Margaritaville has to offer. IASA will welcome CHANGES IN LATITUDES the country’s premier tribute band to the Mayor of Margaritaville, Jimmy Buffett, the master of the tropical lifestyle. So come for margaritas, look for your “lost shaker of salt”, and leave with a brand new tattoo! After all, “It’s five o’clock somewhere!”

This event is co–sponsored by

CAREER SKILLS DEVELOPMENT (C.S.D.)Career Skills Development CSD-Leadership TrackMonday, June 5 - 1:30pm - 3:00 pm 121 Taking Yourself to the Next Level 122 Innovation in Leadership: Ways to Increase Effectiveness &

Improve Efficiencies Among Teams

Monday, June 5 - 3:30pm - 5:00pm221 Social Media Workshop: Find, Leverage, & Maximize Your Social Profile 222 Value Driven Leadership

Tuesday, June 6 - 9:45am - 10:45am321 Emotional Intelligence 322 Hiring for a Changing Market: Interview for Innovation

Tuesday, June 6 - 11:00am - 12:00pm421 Perform at Your Peak: Three Principles for Presence Under Pressure 422 Creating an Entrepreneurial Culture in an Existing Organization

Tuesday, June 6 - 1:30pm - 3:00pm 521 Think Like an Actor, Speak Like a Pro 522 Inclusive Leadership

Tuesday, June 6 - 3:30pm - 5:00pm 621 Women in Leadership - Insights and Perspectives 622 Mission Possible: Strategies for Today’s Talent Challenges

Wednesday, June 7 - 9:45am - 11:15am Career Skills Super Session - Delivering World-Class Customer Service

INSURANCE ACCOUNTING, RISK MANAGEMENT AND FINANCE (A.R.F.)TRACK

Accounting & Financial Reporting Update

Operations (IT) Investments Special Topics Risk Management Tax & Legislative Reinsurance

Monday, June 5 - 1:30pm - 3:00pm101 Statutory Accounting Update

102 Strategic Mandate for Business Partnering & Value Creation

103 Upcoming GAAP Investment Accounting Changes

104 Optimizing Your Vendor Risk Management Program

105 Cybersecurity - A Team Sport: A Case Study of Building an Effective & Resilient Program

106 State Taxes - The Unknown Frontier

107 Reinsurance Concepts, Claims & Markets

Monday, June 5 - 3:30pm - 5:00pm ARF SUPER SESSION - Emerging Technologies Changing the Face of RiskTuesday, June 6 - 9:45am - 10:45am301 GAAP Update 302 The Speed

of Paying Claims Impact On Your Business

303 Net Investment Income Forecasting; Challenges for the Insurance Industry

304 Fixed Income ETFs: Growth, Evolution, and Upcoming Regulatory Changes

305 The Brave New World of BCAR

306 P&C Tax Update - Including Tax Planning to Maximize Deferred Tax Assets

307 Issues in Reinsurance Contract Language

Tuesday, June 6 - 11:00am - 12:00pm401 SEC/PCAOB Update

402 Using The Power of Change to Create Sustainable Improvement

403 The ABCs of CML (Commercial Mortgage Loans)

404 Internal Audit: Getting the Most Bang for your Buck

405 NAIC Risk Focused Examinations: Be Prepared and Obtain Value

406 Life Tax Update

407 Calculating Reinsurance Results

Tuesday, June 6 - 1:30pm - 3:00pm501 Statutory Statement Update

502 Using Operational Benchmarking to Drive Results

503 Recent Statutory Investment Accounting Updates

504 Emerging Technologies - The Changing Tide of Audit, Risk and Control

505 Continuous Improvement Within Internal Controls

506 Time to Shine! A Tax Department Best Practices Peer Panel

507 US Collateral Reform & Impact on RI Reporting

Tuesday, June 6 - 3:30pm - 5:00pm601 Statutory Accounting Update (repeat)

602 Establishing The "Right" Target State Profile For Combating the Modern Threat Landscape

603 Investment Portfolios and Risks Insights: What are Insurers Doing?

604 IASA Tech Tank 605 ERM Optimization: Increasing Value by Taking Your Program to the Next Level

606 SSAP 101 Boot Camp

607 Reinsurance Placement Cycle

Wednesday, June 7 - 9:45am - 11:15am701 Statutory Statement Update (Repeat)

702 REGULATOR TOWN HALL: A Discussion with State Examiners and NAIC Staff

CREATE A PERSONALIZED EDUCATION EXPERIENCE BY SELECTING FROM A COMPREHENSIVE PROGRAM WITH OVER 80+ EDUCATIONAL OFFERINGS ON CUTTING-EDGE TOPICS

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TO REGISTER AND FOR FULL PROGRAM DETAILS VISIT: IASA.ORG/CONFERENCE6

Enrich your education experience with these optional tours of the exhibit hall. Each tour is targeted to specific products and disciplines designed to effectively use your time in the exhibit hall. Take a tour and then use your additional time in the hall to reconnect with vendors that meet your needs.

VENDOR CONNECT TOUR PROGRAMMonday, June 5 - 9:50am - 10:50am 880 Accounting, Audit & Tax Consulting • 881 Billing & Electronic Payment Processing • 882 Insurance Software Suites • 883 Business Intelligence (BI) & Predictive Analytics • 884 Emerging Technologies / Digital Transformations • 885 Policy Administration • 886 Banking & Investment Advisory Services • 887 Cybersecurity • 888 Delivering the Best Customer Experience • 889 Financial Software & Systems

Monday, June 5 - 11:00am - 12:00pm 980 Accounting, Audit & Tax Consulting • 981 Billing & Electronic Payment Processing • 982 Insurance Software Suites • 983 Business Intelligence (BI) & Predictive Analytics • 984 Emerging Technologies / Digital Transformations • 985 Taking Your Core System Upgrade to the Next Level • 986 Investment Management Systems • 987 SaaS - Cloud Insurance Operations • 988 Content Management & Workflow • 989 Reinsurance Systems & Services

TECHNOLOGY PROGRAMTRACK

Core Administration (Policy/Billing/Claims)

Data Portfolio, Program & Project Delivery

Customer Experience Emerging Technologies

Innovation & Transformation Strategies

Monday, June 5 - 1:30pm - 3:00pm TECHNOLOGY SUPER SESSION – Embracing The Future

Monday, June 5 - 3:30pm - 5:00pm271 Moving from Traditional to Transactional: Transforming Business Models

272 The Looming Cyber Battle for Your Data - Are you Ready?

273 Can Agile and Waterfall Co-Exist?

274 Accelerate Business via Mobile, Social Media, and Omni-Channel

275 Robotic Process Automation

276 Two Approaches to Developing a Digital Insurance Strategy

Tuesday, June 6 - 9:45am - 10:45am371 Process Workflow & Analytics

372 Managing the Growing Pains of Data and Maximizing Your ROI

373 Core Modernization

374 Insurer? Hello it`s me Customer

375 Insurance Back-Office Modernization in the Cloud

376 Drawn to Distribution: Cool Kids Want to be Digital Agents

Tuesday, June 6 - 11:00am - 12:00pm471 Best of Breed Strategy

472 Utilizing Predictive Analytics to Improve Profitability and Customer Experience

473 Quality goes Public

474 Delivering the Right Customer Experience without Compromising Data Security

475 Disruption as the New Normal

476 Beyond Traditional Core Systems: Richer Technology Platforms for Progress

Tuesday, June 6 - 1:30pm - 3:00pm571 Taking the Longview: Beyond Policy Admin Selection

572 Drive Business Value from Data In Weeks, Not Months

573 Principles of Effective Cybersecurity & the Evolution & Impact of Robotics

574 Customer Centricity

575 Digital MGA - A Growth Opportunity to Reach New Markets & Launch New Products

576 Business Model Transformation Through Strategic Technology Innovation

Tuesday, June 6 - 3:30pm - 5:00pm671 InsureTech 672 Analytics

Driving Action 673 Cloud2 - Demystifying Data Security and Delivering Speed to Value

674 Going All Digital: A Tale of Two Carriers

675 Driverless Vehicles - Hype vs. Reality

676 IASA Tech Tank

Wednesday, June 7 - 9:45am - 11:15am771 IT TOWN HALL

Insurance Accounting and Systems Association, Inc is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing

professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

THE LEARNING OBJECTIVE OF THE CONFERENCE IS TO ENHANCE PARTICIPANTS’ KNOWLEDGE IN A VARIETY OF RELEVANT TECHNICAL SESSIONS. There are no program prerequisites. The program level will be an overview on the subject matter, which will be detailed in the Conference Directory. There is no advance preparation. The technical session delivery method is primarily interactive with a group of panelists skilled in the subject matter. Most sessions provide an opportunity for Q&A. The “Field of Study” includes Accounting and Auditing, Personal Development, Specialized Knowledge and Applications, Ethics and Taxation. A maximum of 19 CPE credits can be awarded for the program.

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KEY ELEMENTS OF P&C ACCOUNTING AND SELECT ANNUAL STATEMENT SCHEDULES SEMINARIASA and RR Donnelley have combined their extensive expertise and education resources to present this quality program on statutory accounting.

SEMINAR SCHEDULE:

Monday, June 5 – 1:00pm - 5:00pm

Tuesday, June 6 – 9:45am - 5:00pm

Wednesday, June 7 – 9:45am - 11:15am

The Key Elements of P&C Accounting and Select Annual Statement Schedules Seminar includes tailored content designed for individuals within the first five years of statutory accounting exposure.  Learn fundamental insurance accounting concepts. The seminar includes case studies and preparation of key Annual Statement schedules. An IASA Accounting Textbook is included at no additional charge.

See page 3 for seminar pricing information. For more information about this offering visit iasa.org/conference. Please note that the seminar runs concurrent with all of the conference technical sessions.

EXECUTIVE ROUNDTABLESMonday, June 5th & Tuesday, June 6th, 2017

| FEATURED SPEAKERS |

IASA’s Executive Roundtables are presented exclusively for insurance company senior executives. Timely content, a highly interactive program, and unparalleled peer networking are some of the many benefits of IASA’s Executive Roundtables.

• Enjoy individual events held for Chief Information/Technology Officers, Chief Financial Officers, Chief Operating Officers and Chief Investment Officers with content tailored to the specific needs and interests of each group.

• Take actionable information back to your workplace.

• Earn CPE credits by attending timely sessions during the IASA Executive Roundtables.

These important events are held in conjunction with the IASA Annual Educational Conference & Business Show — register to attend the conference and your registration for the roundtable(s) is complimentary! Events will be held at the Orlando World Center Marriott.

®

JOHNSONLAMBERT

SPONSORED BY:

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TO REGISTER AND FOR FULL PROGRAM DETAILS VISIT: IASA.ORG/CONFERENCE8

Chief Operating Officer Roundtable

Chief Investment Officer Roundtable

Chief Information/ Technology Officer Roundtable

Chief Financial Officer Roundtable

David Stroh, Visionary Planning and Leadership Development Expert

Dennis Lockhart, Former President and CEO, Federal Reserve Bank of Atlanta

Brian Solis, Principal Analyst, Altimeter Group

Fred Colon, Chief Diversity Officer, Travelers