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Insurance Summit

Agenda


This year's agenda is packed with dynamic educational offerings that allow for unique learning opportunities. Join us to explore new perspectives across areas such as antifraud, data and technology, financial trends, producer licensing, and much more.

Pre-Summit Virtual Sessions (Sept. 10-11): These sessions will occur the week prior to the hybrid Insurance Summit and provide attendees with expanded learning opportunities and additional ways to engage.

Keynote and Breakout Sessions (Sept. 15-17): The Summit features a two-and-a-half-day agenda comprised of keynote speakers and educational breakout sessions which incorporate cross-functional learning and specialized training.

The sessions will progressively advance through overarching concepts and conclude with more in-depth, actionable takeaways for everyday work. For an optimal event experience, attendees are encouraged to participate in the full offering of sessions Monday through Wednesday.

Post-Summit Workshops (Sept. 17-18): Attendees will have the option to pre-register for post-Summit Workshops offered Wednesday afternoon and Thursday morning to take their learning even further in subject areas of their choice. These workshops are primarily available to in-person attendees. Space is limited and pre-registration is required.

2025 Printable Agenda

Welcome Remarks - Insurance Summit 2025
Welcome Remarks (followed by Kickoff Keynote)
Date
September 15, 2025
8:30 AM - 8:35 AM CT
Location
Hybrid
Type
Cross-Functional
Description
Speaker
Gary Anderson (NAIC)
Karen Stakem Hornig (NIPR)
Audience
Public
Continuing Education
N/A
Field of Study
N/A
Catastrophe Models as Fit For Purpose - 2025 Insurance Summit
Catastrophe Models as Fit For Purpose
Date
September 16, 2025
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Policy Research
Description

As the impacts from natural catastrophes continue to rise for property owners and communities, the enhanced assessment and management of this catastrophic (CAT) risk becomes more paramount for the insurance industry. Central to this CAT risk assessment and management are the use and continued development of catastrophe models. This session will address the determination of catastrophe models fit for purpose and validation, and the ways that regulators can be thinking about this for their insurance markets from both a solvency and rate-making perspective. Existing examples of model evaluation and validation for various perils, such as hurricanes, floods, and wildfires, will be discussed with an eye toward the continued evolution of this crucial area.

Speaker
Fred Karlinsky (Greenberg Traurig)
Brandon Katz (KatRisk)
Matt Nielsen (Moody's)
Tim Barnett (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Annuity Suitability Best Interest Standard Training (Part 3) - Insurance Summit 2025
Annuity Suitability Best Interest Standard (Part 3 – Producer Education and Training from an Insurer Perspective)
Date
September 17, 2025
10:30 AM - 11:20 AM CT
Location
Type
Cross-Functional
Description

This session provides attorneys and investigators with a foundational understanding of annuity products and the NAIC’s Model Regulation 275. Attorneys who represent state insurance regulators must often quickly learn the intricacies of various insurance products and the law that applies to those products. Annuities are especially complex and can be difficult to understand. Participants will explore annuity basics, the best interest standard, and insurer compliance practices. The session is Part Three of three sessions that serve as a prerequisite to the Annuity Suitability Workshop.

Speaker
Annie Bailey (Athene)
Chad Batterson (Athene)
Audience
Regulator-Only
Continuing Education
DRC, CLE-pending approval
Field of Study
N/A