Insurance & Financial Institutions (IFI) Conference (Day 1) (6 hours)

Overview

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.

Highlights

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

Designed For

CPAs in Insurance, Banking, & other Financial Institutions

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

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!