2017 insurance hot topics seminar | Madison

Event Info

Baker Tilly
10 Terrace Court
Madison, Wis.
Register for This Event

Join us for a half day of insurance accounting, tax, risk management and regulatory and best practices.

Join Baker Tilly’s insurance specialists to learn about the many changes that will impact insurance organizations in 2018. After the election year, the insurance industry has experienced many changes for executives and financial professionals, including cybersecurity, tax reform and revenue recognition. Attendees will have the opportunity to learn about the trending issues impacting insurance companies and network with peers and presenters.


9:30 – 10 a.m. | Registration
10 – 11:50 a.m. | Morning presentations

  • Cybersecurity regulations update – Chris Tait
    Understand the new NAIC rules, how they intersect with the NY DFS cybersecurity regulations and what your organization should be prepared for.
  • NAIC and ORSA examination best practices – James Morris
    Understand best practices, issue areas that companies stumble on and how to start making your examinations productive for your organization.

11:50 a.m. – 12:40 p.m. | Lunch
12:40 – 2:30 p.m. | Afternoon presentations

  • Tax update – Carrie Small and Joe Vermeulen
    Prepare your insurance organization in the uncertain tax environment. Understand tax reform to date as well as other key changes to tax law for 2018.
  • Accounting update: GAAP and Statutory – Dan Buttke and Eric Kegler
    Major accounting changes, and some minor ones, will affect your organization in the next two years. Understand the main issues you should be aware of including accounting changes such as ASC 606, leases and short-duration contracts.

Attendees will have the opportunity to learn more about:

  • The current insurance regulatory environment, with a focus on cybersecurity issues
  • Recent changes in tax regulations and reform for insurance companies
  • Impacts from statutory accounting changes and GAAP accounting changes
  • Trending topics and issues in NAIC examinations, ORSA and corporate governance
  • How to identify cybersecurity threats and strategies to mitigate IT and cyber risk

Information about CPE eligibility

There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this seminar.

CPE credit: Four (4) hours total credit
Field of study: Tax (1), accounting (1), specialized knowledge application (cyber) (1) and business management and organization (exams) (1)
CPE host: Liza Lemkuil

A certificate of completion will be emailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.