Tune in for an insightful presentation unpacking the latest tax legislative updates, curated specifically for those operating in the insurance industry. Together, we will discuss the latest developments in federal tax legislation affecting insurers following the passing of the “One Big Beautiful Bill Act” tax package. In addition to other accounting updates pertinent to insurers, this session will equip you and your insurance company with the knowledge to make informed decisions regarding recent tax legislative developments and identify potential strategic opportunities.

Learn how InsurTech is transforming the insurance industry by driving innovation and introducing new risks. This course covers the essentials of aligning technology with business strategy, managing compliance and third-party risks, and budgeting for the full lifecycle of tech projects. Gain practical insights through real-world examples to help your organization balance speed, resilience, and regulatory demands. 

Discuss how third-party administrators (TPAs) have historically played a role within the insurance industry historically and cover future trends and relationship shifts; vendor management best practices; leveraging technology for improved collaboration; improving business operations; enhancing the customer experience; and regulatory compliance concerns around TPAs, vendors, and appropriate risk management.

This session will cover a couple recent corporate ethical breakdowns, such as smishing and the collapse of the Chinese firm, Evergrande Group. Smishing entails the use of text messages (SMS) in which attackers send deceptive messages to trick recipients into revealing sensitive personal financial information. The collapse of the Evergrande Group was due to mounting liabilities along with Beijing's tightening real estate regulations in 2020. Together, the group will discuss these cases, ethics best practices, and key takeaways for those operating in the insurance industry to protect your company’s risk profile and public image. 

Join Jay Conner, Founder of Arena Wealth Advisors, as he delves into the current financial market environment, and closely examines how it impacts those operating in the insurance industry.