Overview

We are pleased to invite you to Cherry Bekaert's annual Insurance Summit, taking place at the Louisville Slugger Museum – a venue in a league of its own! This premier event will bring together prominent insurance industry leaders to discuss emerging economic, tax, cybersecurity, AI, ethics and other trends affecting the industry. 

We will also offer breakfast, lunch, CPE credits and a happy hour to close out the day. Mark your calendars and stay tuned for more information on this year’s summit!

Who Should Join?

Leaders in the insurance sector who are focused on learning more about industry trends and networking with others.

For More Information

Todd Rosenbaum
Partner, Assurance Services
Insurance Industry Leader

Carole Sorensen
Director, Risk Advisory Services

Location

Louisville Slugger Museum
800 West Main Street
Louisville, KY 40202

CPE Accreditation

Delivery Method | Group Live
Recommended CPE Credit | Up to 6.5 hours of CPE, pending approval 
Recommended Field(s) of Study | Specialized Knowledge
CPE Capabilities | Technical Expertise/ Problem Solving, Regulatory Ethics
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Agenda At-A-Glance

Registration & Breakfast

8:30 AM - 9:00 AM
Welcome Remarks

9:00 AM - 9:10 AM
Navigating the Legislative Landscape: Financial Accounting & Tax Update

9:10 AM - 10:00 AM
Insurance Industry Technology Risks & Opportunities

10:00 AM - 11:30 AM
Break

11:30 AM - 11:40 AM
Vendor Management and the Evolving Role of TPAs

11:40 AM - 12:30 PM
Lunch

12:30 PM - 1:00 PM
Ethics and Fraud Risks: Smishing and the Fall of China Evergrande Group

1:00 PM - 2:40 PM
Break

2:40 PM - 2:50 PM
Market Update

2:50 PM - 3:40 PM
Closing Remarks

3:40 PM - 3:50 PM
Happy Hour

3:50 PM - 5:00 PM