Registration & Networking Lunch

12:00 PM - 12:45 PM


Opening Remarks

12:45 PM - 12:50 PM
Todd Rosenbaum - Cherry Bekaert

Economic Update

12:50 PM - 1:15 PM
Paul Rieder - Aon

Session description coming soon!


Investment Update: The More Things Change, The More They Stay The Same

1:15 PM - 1:40 PM
Jay Conner - Arena Wealth Advisors, LLC

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. 


What's Changing in Actuarial and Why it Matters

1:40 PM - 2:05 PM
Brad Shepherd - August Actuarial Consulting

Actuarial work is changing, and the impact increasingly extends beyond the actuarial department. This session will look at several current developments, including principles-based reserving, lessons from LDTI, and the growing connection between investment decisions and actuarial results. Using real-world examples, we’ll explore why getting the calculation right is only part of the challenge, why modern reserving and reporting requirements require coordination across finance, IT, and operations, and how decisions made on the asset side can increasingly affect results on the liability side. Most importantly, we’ll discuss why these changes matter to the rest of the organization.


Accounting Update: Emerging Trends and Regulatory Developments for Insurers

2:05 PM - 2:30 PM
Todd Rosenbaum - Cherry Bekaert

Regulatory scrutiny, evolving accounting standards, and heightened audit expectations are converging on the insurance industry all at once. This session cuts through the noise to spotlight the audit, accounting, and regulatory developments insurers need on their radar now — from new reporting and disclosure requirements to shifting examiner priorities and the practical steps carriers are taking to stay ahead. Walk away with a clear read on what's changing, why it matters, and how to position your organization for what's next. 


Break

2:30 PM - 2:40 PM


What’s New in Insurance Tax: Legislative Update and Planning Opportunities

2:40 PM - 3:05 PM
Rick Woods - Cherry Bekaert

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. 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. 


Internal Audit / AI

3:05 PM - 3:30 PM

Session description coming soon!


The Path Less Traveled: Tracing an International Scheme Across Continents

3:30 PM - 4:30 PM
Tressa Whittington - FBI
Riley Konzen - FBI

Explore a real world, multimillion-dollar fraud case that impacted businesses around the world.  This case-based session will provide a firsthand look at the scope of the fraud, how it unfolded, and the lessons learned along the way. 


Closing Remarks

4:30 PM - 4:35 PM
Todd Rosenbaum - Cherry Bekaert

Happy Hour

4:35 PM - 6:30 PM