Insurance Industry Conference (WEBCAST ATTENDANCE)
Live Virtual Conference
8.00 Credits
Member Price $300.00
Price will increase by $50 on 6/5
Non-Member Price $360.00
Price will increase by $50 on 6/5
Overview
Thank you to the ISCPA Insurance Industry Committee! We appreciate your time and commitment to developing a top-notch program for your peers. View the committee members.
Highlights
See the agenda tab above for the full conference agenda. Session descriptions will be added late Spring.
Designed For
CPAs and financial professionals working in or with the insurance industry.
Objectives
To provide the latest information on current issues affecting the insurance industry.
Notice
- You may also attend this conference in person at The Meadows Events & Conference Center in Altoona. Register for in-person attendance HERE
- Login information and eMaterials will be distributed to attendees via email 3-5 days prior to the conference and posted in the My Upcoming CPE section of the ISCPA website.
Thank you to our Gold Sponsors
Wednesday, June 18
Optional Session
- Optional Bonus Session: Navigating Ethical Leadership - Strategies for Making the Right Call
Attend this session and receive one (1) additional hour of CPE credit (8 hours total).
Leadership comes with tough decisions, some of which test ethical boundaries. This session explores examples of ethical failures and the consequences they bring. Learn practical strategies for making sound, values-driven decisions while balancing competing interests. Walk away with a stronger ethical framework to lead with confidence and integrity.
Speaker: Boz Bostrom, CPA | College of Saint Benedict and Saint John's University
Session field of study: Behavioral Ethics (Nontechnical)
This session is available to registrants only.
General Session
- Welcome comments
This session is available to registrants only.
General Session
- Iowa Department of Insurance Update
Speaker: Kevin Clark, Iowa Department of Insurance
This session is available to registrants only.
General Session
- Economic Update and Insurance Industry Outlook
Speaker: Michael Wolf, Deloitte
This session is available to registrants only.
Breakout Session
- NAIC Update
Speaker: Connie Jasper Woodroof
Session field of study: Accounting (Technical)
This session is available to registrants only.
- Tax Update
Speakers: Brandy Shy, FORVIS and Mary Beth Zajicek, Deloitte
Session field of study: Taxes (Technical)
This session is available to registrants only.
General Session
- Global Insurance Accelerator Partnerships and Trends
Speaker: Dan Israel, Global Insurance Accelerator (GIA)
Session field of study: Specialized Knowledge (Technical)
This session is available to registrants only.
General Session
- Current Issues in Business Ethics 2025
Stay up to date on the latest business ethics issues impacting accounting and finance professionals. Explore key laws and regulations shaping the profession, analyze real-world ethical violations and their consequences, and gain practical strategies for navigating complex ethical challenges with confidence.
Speaker: Boz Bostrom, CPA | College of Saint Benedict and Saint John's University
Session field of study: Behvorial Ethics (Nontechnical)
This session is available to registrants only.
General Session
- Artificial Intelligence and Finance Transformation
Speaker: David Fourie, KPMG
Session field of study: Information Technology (Technical)
This session is available to registrants only.
Breakout Session
- GAAP & SEC Update
Speaker: Andrew Pidgeon, Deloitte
Session field of study: Accounting (Technical)
This session is available to registrants only.
- Insurance Operation Trends and Hot Topics
Speaker: Joshua Schwartz, PwC
Session field of study: Specialed Knowledge (Technical)
This session is available to registrants only.
General Session
- Stretch Break
This session is available to registrants only.
General Session
- Industry Leaders Hot Topic Panel
In this interactive panel discussion, we will explore some of the hottest topics shaping the insurance industry today. This engaging session will provide a unique opportunity to hear key insights from leading experts on important trends and developments. Don't miss this chance to stay ahead of the curve and gain valuable perspective into the future of insurance.
Panelists:
- Ken McCullum, EVP & CRO, Principal
- Elisabeth Sandersfeld, CFO, Merchants Bonding Company
- Wendy Young, Chief Liability Officer, Fidelity & Guaranty Life
- Moderator: Chris Yuska, Partner, EY
Session field of study: Specialed Knowledge (Technical)
This session is available to registrants only.
Leader(s):
Leader Bios
Andrew Pidgeon
Andrew is an audit and assurance partner at Deloitte & Touche LLP in the Accounting and Reporting Services group within the firm’s national office. He assists attest and non-attest engagement teams and clients with technical accounting matters. Andrew focuses on the accounting for financial instruments, derivatives and hedging, debt and equity capital transactions, transfers and securitizations, financial instrument and derivative valuation, and consolidation, including special purpose entities (SPEs) and variable interest entities (VIEs).
Andrew’s career has included a Professional Accounting Fellowship (PAF) at the Securities and Exchange Commission (SEC) in the Office of the Chief Accountant (OCA), and various roles in Deloitte’s audit and advisory practices in Los Angeles, Orange County, and San Francisco. He is a CPA in California and a member of the AICPA and California Society of CPAs, and a CFA Charterholder and member of the CFA Institute and CFA Society of San Francisco.
Boz Bostrom, Accounting Professor
Boz Bostrom, CPA, is a professor of accounting and finance at the College of Saint Benedict and Saint John’s University. Boz teaches a variety of accounting and finance courses and speaks nationally on the topics of ethics and leadership. Boz is the author of three books and serves as the Chair of the Board of Directors for the Minnesota Society of CPAs. Prior to becoming a professor, Boz was a senior manager in Deloitte’s international tax practice.
Connie Jasper Woodroof
Connie Jasper Woodroof began her career in the insurance industry in 1984 completing statutory filings for both Life and Property/Casualty companies. Ms. Woodroof spent nine years with the NAIC where she served in various capacities; reviewing of statements for quality, testing of RBC formulas and software during formula development, and assisting with the development and teaching of an industry educational series. Connie completed 18 years as the NAIC Liaison for Fiserv/StoneRiver/Sapiens, where she helped both Sapiens and its clients keep abreast of events at the NAIC, responded to statutory reporting and accounting information requests and provided educational opportunities. Currently, Ms. Jasper Woodroof is serving as a statutory insurance industry consultant for FORVIS as well as offering consulting services to the insurance industry. Connie remains active on several industry interested parties groups working with NAIC issues. Woodroof holds a FLMI, a B.S. in Accounting and a M.A. in General Psychology.
Michael Wolf, Global Economist, Deloitte
Michael Wolf is a global economist at Deloitte Touche Tohmatsu Ltd. He provides written commentary and analysis on global economic issues that affect the firm and its clients. He has been quoted by various media outlets, including the Wall Street Journal and NPR. Wolf began his career as an economist at the US Labor Department and has since held economist positions at Moody’s Analytics, Wells Fargo Securities, and PwC. He has two graduate degrees, one in economic policy from Columbia University, and the other in statistics from Baruch College. He also has a bachelor’s degree in economics from the University of Maryland.
Non-Member Price $360.00
Member Price $300.00