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Insurance Summit

Agenda


This year's agenda is packed with insightful sessions designed to foster collaboration across roles and offer an immersive experience for attendees. Join us to explore new perspectives across areas such as antifraud, data and technology, financial trends, producer licensing, and much more.

2024 Printable Agenda
SERFF Modernized: A Better Way to File - Insurance Summit 2024
SERFF Modernized: A Better Way to File
Date
September 11, 2024
12:00 PM - 12:50 PM CT
Location
Virtual
Type
Cybersecurity Data and Technology
Pre Conference
Description

Join this session to unlock the future of insurance filing and dive into how the modernized System for Electronic Rate and Form Filing (SERFF) system will revolutionize the review process with more compliant submissions, cutting-edge tools for regulators, and enhanced reporting capabilities. As the industry standard for more than 20 years, SERFF continues to lead the way with its next-generation advancements. This session is a must-attend for industry leaders looking to streamline their review processes, ensure regulatory compliance, and leverage powerful new features that improve efficiency and accuracy. Learn about the innovative upgrades and get actionable insights on how to maximize the benefits of this indispensable tool in your organization. Join us to stay at the forefront of regulatory technology and drive excellence in your insurance practices.

Speaker
Lauren Bandle (NAIC)
Audience
Public
Continuing Education
DRC, CPE
SERFF Modernized: A Smarter Way to Review Filings - Insurance Summit 2024
SERFF Modernized: A Smarter Way to Review Filings
Date
September 11, 2024
1:00 PM - 1:50 PM CT
Location
Virtual
Type
Cybersecurity Data and Technology
Pre Conference
Description

The System for Electronic Rates & Forms Filing (SERFF) stands as the premier solution for filing and reviewing rate and form insurance products. This session offers a unique opportunity for insurance regulators to gain first-hand insights into how the upgraded SERFF system modernizes the filing process. Learn about the innovative features and enhancements that streamline operations, increase efficiency, and improve compliance. Attendees will be guided through the comprehensive project timeline and receive essential tips on preparing their teams for a seamless transition to the modernized system. Join us to stay ahead of the curve and ensure your organization is ready to leverage the full potential of the new SERFF system.

Speaker
Bridget Kieras (NAIC)
Audience
Regulator Only
Continuing Education
DRC, CPE
Modernize Your Premium Tax Filing with OPTins - Insurance Summit 2024
Modernize Your Premium Tax Filing with OPTins
Date
September 11, 2024
2:00 PM - 2:50 PM CT
Location
Virtual
Type
Cybersecurity Data and Technology
Pre Conference
Description

Get ready to revolutionize your premium tax filing experience with the all-new Online Premium Tax for Insurance (OPTins) application. In this session, attendees will discover how the new application enhances the functionality, usability, and security of OPTins. Explore its features, including reporting capabilities and a user-friendly interface that will streamline your tax filing process. Do not miss out on this opportunity to stay ahead of the curve and maximize efficiency in your premium tax operations.

Speaker
Alex Rogers (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Shaping the Future of iSite+ - Insurance Summit 2024
Shaping the Future of iSite+
Date
September 12, 2024
12:00 PM - 12:50 PM CT
Location
Virtual
Type
Cybersecurity Data and Technology
Pre Conference
Description

The iSite+ application was designed years ago to assist regulators with their daily tasks, but the needs of regulators are changing. In this interactive session, we invite regulators to explore and collaborate on what iSite+ is today and envision its potential for tomorrow. Expect engaging and interactive discussions as we uncover what functionalities resonate with you, what areas can be improved, and what innovative features could revolutionize your team’s efficiency.

Speaker
Chris Witt (NAIC)
Audience
Regulator Only
Continuing Education
DRC, CPE
Law & Order: Tracking Fraud and Prosecutions in State-Based Systems - Insurance Summit 2024
Law & Order: Tracking Fraud and Prosecutions in State-Based Systems
Date
September 12, 2024
1:00 PM - 1:50 PM CT
Location
Virtual
Type
Cybersecurity Data and Technology
Pre Conference
Description

Join us for an insightful session dedicated to exploring the latest advancements in tracking insurance fraud and prosecutions in State Based Systems. Stay ahead of the curve as we dissect the latest advancements in combatting fraud within state-based frameworks, delve into innovative strategies and emerging technologies designed to combat fraud effectively, and gain valuable insights from industry experts. Don't miss this opportunity to stay informed and equipped to protect your state from fraudulent activities.

Speaker
Tunde Ogunmekan (NAIC)
Audience
Regulator Only
Continuing Education
DRC, CPE
Navigating the Maze: A Comprehensive Look at State-Based Systems - Insurance Summit 2024
Navigating the Maze: A Comprehensive Look at State-Based Systems
Date
September 12, 2024
2:00 PM - 2:50 PM CT
Location
Virtual
Type
Cybersecurity Data and Technology
Pre Conference
Description

Embark on a journey through the intricate world of State Based Systems in this captivating session. Dive into the heart of regulatory intricacies with an expansive overview, unveiling the pivotal role this system plays. This session is designed to unlock insights and strategies essential for navigating the complexities of state-based regulations. Join us and gain a profound understanding of the regulatory landscape's backbone.

Speaker
Trish Skahan (NAIC)
Audience
Regulator Only
Continuing Education
DRC, CPE
Welcome Remarks - Insurance Summit 2024
Welcome Remarks (followed by Kickoff Keynote)
Date
September 16, 2024
8:30 AM - 8:35 AM CT
Location
Type
Cross Functional
Description

Welcome remarks by NAIC CEO Gary D. Anderson and NIPR CEO Karen Stakem Hornig, immediately followed by the conference kickoff keynote: “The Team’s Success is Your Success”

Speaker
Gary Anderson (NAIC)
Karen Stakem Hornig (NIPR)
Audience
Public
Continuing Education
The Team’s Success is Your Success - Insurance Summit 2024
The Team’s Success is Your Success
Date
September 16, 2024
8:35 AM - 9:30 AM CT
Location
Hybrid
Type
Cross Functional
Description

The culture at NASA emphasized the importance of teamwork, and put the success of the team and the mission above individual accomplishments. Strong relationships between team members were forged through the extraordinary experiences that Mike and his fellow astronauts shared during their training and spaceflights. This teamwork enabled them to successfully complete their training, overcome tragedy, build the International Space Station, and repair the Hubble Space Telescope. Mike discusses how the NASA models for teamwork and leadership can be applied to the business world and in life.

Speaker
Mike Massimino (Former NASA Astronaut | Columbia University)
Audience
Public
Continuing Education
DRC, CPE
Insurance Insights: Life - Insurance Summit 2024
Insurance Insights: Life
Date
September 16, 2024
9:45 AM - 10:35 AM CT
Location
Hybrid
Type
Cross Functional
Description

In this dynamic session, attendees will gain an insider’s look into the critical issues shaping the life insurance sector today. You’ll hear the unique perspectives of insurance commissioners and their staff as they confront the complex landscape of life insurance from their unique vantage points. While department staff grapple with technical challenges, commissioners face broader strategic concerns. This session will illuminate both perspectives, covering key topics such as the role of private equity, the Generator of Economic Scenarios (GOES), annuity suitability, and other critical impacts on the industry. Do not miss the opportunity to gain valuable insights to help you stay ahead in the ever-evolving life insurance sector.

Speaker
Director Judith French (OH)
Commissioner Doug Ommen (IA)
Kevin Clark (IA)
Pete Weber (OH)
Mike Yanacheak (IA)
Audience
Public
Continuing Education
DRC, CPE
Insurance Insights: Health - Insurance Summit 2024
Insurance Insights: Health
Date
September 16, 2024
9:45 AM - 10:35 AM CT
Location
Hybrid
Type
Cross Functional
Description

This session will consider aspects of health insurance marketing and oversight, including the perspective of state and federal coordination and the related challenges and opportunities.

Speaker
Erica Weyhenmeyer (IL)
Beth Baum (Department of Labor)
Martin Swanson (NE)
Kayla Mendenhall (OPOLE)
Jonathan Slade (OPOLE)
Gina Zdanowicz (Center for Consumer Information and Insurance Oversight-CCIIO)
Jane Beyer (WA)
Sam Schaffzin (Centers for Medicare & Medicaid Services-CMS)
Brian Webb (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Insurance Insights: Property & Casualty - Insurance Summit 2024
Insurance Insights: Property & Casualty
Date
September 16, 2024
9:45 AM - 10:35 AM CT
Location
Hybrid
Type
Cross Functional
Description

Property insurance markets are navigating challenging times. In this session AM Best offers a comprehensive overview of property and reinsurance markets, covering recent financial results, geographic loss trends, and the impacts of the economy and inflation on the industry. Attendees will gain insights into how insurers are responding to market pressures and what the future holds for 2025 and beyond. Join us to explore strategic responses, emerging opportunities, and innovative solutions in the face of ongoing industry stress and evolving risks.

Speaker
Anthony Diodato (AM Best’s Rating Services Company)
Audience
Public
Continuing Education
DRC, CPE
International Discussions and Drivers - Insurance Summit 2024
International Discussions and Drivers
Date
September 16, 2024
11:00 AM - 11:50 AM CT
Location
Hybrid
Type
Cross Functional
Description

Join us for a high-level discussion of key international issues currently shaping the insurance industry, as well as those anticipated in the near future. This session examines the diverse perspectives and underlying factors that drive differences in views and positions within global discussions.

Speaker
Commisioner Eric Dunning (NE)
Ryan Workman (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Minding the Gap through Accreditation - Insurance Summit 2024
Minding the Gap through Accreditation
Date
September 16, 2024
11:00 AM - 11:50 AM CT
Location
Hybrid
Type
Cross Functional
Financial Regulation
Description

This session will delve into the role of the accreditation program in fostering uniformity, consistency, and coordination in insurance regulation across states. Attendees will gain insight into how accreditation standards and processes are strategically implemented to improve the quality and effectiveness of insurance regulation.

Speaker
Commissioner Sharon Clark (KY)
Director Elizabeth Kelleher Dwyer, (RI)
Sara Franson (NAIC)
Audience
Regulator Only
Continuing Education
DRC, CPE
2024 NAIC Officer Insights - Insurance Summit 2024
2024 NAIC Officer Insights
Date
September 16, 2024
12:30 PM - 1:30 PM CT
Location
Hybrid
Type
Cross Functional
Description

Join us over lunch for an engaging session with the NAIC's 2024 officers. Get ready to delve into the heart of insurance regulation as our officers will share their unique perspectives on current and future NAIC priorities. Prepare your questions as they take the stage to offer insights and guidance, sharing a firsthand glimpse into the inner workings of our dynamic industry. Discover the pivotal role of industry regulation and why it is more crucial than ever. Do not miss this opportunity to gain valuable knowledge and connect with industry leaders.

In-Person Attendee Lunch: 11:50 AM 
Panel Discussion: 12:30 – 1:30 PM

Speaker
Director Elizabeth Kelleher Dwyer (RI)
Commissioner Jon Godfread (ND)
Commissioner Andrew Mais (CT)
Commissioner Scott White (VA)
Gary Anderson (NAIC)
Audience
Public
Continuing Education
N/A
The Research Toolkit: Methods to Examine Regulatory Questions - Insurance Summit 2024
The Research Toolkit: Methods to Examine Regulatory Questions
Date
September 16, 2024
1:45 PM - 2:35 PM CT
Location
Hybrid
Type
Cross Functional
Policy Research
Description

In this session, we will discuss the quantitative and qualitative research methods employed by the Center for Insurance Policy and Research and the questions these methods can address. This session will cover the research process at a high level and offer insight into how regulators can access information and assistance to answer insurance and policy questions through a variety of research approaches.

Speaker
Gayle Brekke (NAIC)
Brenda Rourke (NAIC)
Audience
Public
Continuing Education
DRC, CPE
An Introduction to Generative AI: How These Models are Changing the Future of Insurance - Insurance Summit 2024
An Introduction to Generative AI: How These Models are Changing the Future of Insurance
Date
September 16, 2024
1:45 PM - 2:35 PM CT
Location
Hybrid
Type
Cross Functional
Cybersecurity Data and Technology
Description

Generative artificial intelligence, or GenAI, has revolutionized the field of artificial intelligence by enabling machines to create realistic content, such as conversational text, images, voices and sounds, videos, and other expressive content. This session provides an introduction to GenAI, covering its underlying principles, applications, and potential impacts on the insurance industry.

Speaker
Dr. Megan Ma (Stanford Law School)
Audience
Public
Continuing Education
DRC, CPE
Emerging Fraud Trends - Insurance Summit 2024
Emerging Fraud Trends
Date
September 16, 2024
1:45 PM - 2:35 PM CT
Location
Hybrid
Type
Cross Functional
Antifraud
Description

This session will take a deep dive into the realm of insurance fraud. We’ll examine the latest tactics being used by fraudsters and what are we doing to combat them. Session attendees will discover how certain financial tools and market conduct reviews are aiding investigations and hear first-hand stories and cases of insurance fraud from the frontlines. This session is a must-attend for anyone looking to stay ahead of the latest schemes and learn how to fight back effectively.

Speaker
Shaun O'Neil (PRISM Investigations & Examinations)
Audience
Public
Continuing Education
DRC, CPE
The Real Appeal: Captivating All Generations for Financial Success in Insurance - Insurance Summit 2024
The Real Appeal: Captivating All Generations for Financial Success in Insurance
Date
September 16, 2024
3:00 PM - 4:00 PM CT
Location
Hybrid
Type
Cross Functional
Description

Join a dynamic panel of thought leaders as they explore how the insurance industry can shed its traditional image of one-dimensional opportunities. This session will expand your operational strategies to become more appealing and impactful to people of all generations through different cultural lenses. Get ready to drive significant financial success through the power of engaging diverse audiences.

Speaker
Netta Jenkins (Aerodei)
Ngozi Nnaji (Ako Brokerage Services, LLC)
Audience
Public
Continuing Education
DRC, CPE
Unlocking Insurance Insights: Moody's Deep Dive into Industry Trends - Insurance Summit 2024
Unlocking Insurance Insights: Moody's Deep Dive into Industry Trends
Date
September 16, 2024
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Cross Functional
Financial Regulation
Description

Join this session to get a pulse on the insurance industry with Moody’s in-depth analysis. Experts will reveal a comprehensive overview and a future trajectory of the industry’s financial health across the property/casualty, life, and health insurance sectors. Take part in qualitative and quantitative discussions on the prevailing trends shaping each segment, including emerging risks, industry forecasts, and the key factors that are driving changes in profitability, underwriting, and claims. Participants can expect a thorough examination of current and projected trends, with opportunities for interactive discussion and questions.

Speaker
Sarah Hibler (Moody's Ratings)
Manoj Jethani (Moody's Ratings)
Audience
Public
Continuing Education
DRC, CPE
Mining for Consumer Insurance Gaps - Insurance Summit 2024
Mining for Consumer Insurance Gaps
Date
September 16, 2024
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Cross Functional
Market Regulation
Description

Based on insights directly from insurance regulators, the NAIC identified the frequently asked consumer questions, key issues, and trends that regulators are experiencing during this tumultuous time. We used the results to find and analyze gaps, exploring whether they stemmed from a need for better consumer education and understanding, shifts in marketing practices, social media outreach, or confusion related to these areas. This session will delve into those gaps and how we can work to close them.

Speaker
Commissioner Grace Arnold (MN)
Jill Kruger (SD)
Amy Lambrecht (ID)
John Marinovich (NE)
T.J. Patton (MN)
Vickie Trice (TN)
Cindy Wright (TX)
Audience
Public
Continuing Education
DRC, CPE
Evening Event: Social Hour - Insurance Summit 2024
Evening Event: Social Hour
Date
September 16, 2024
5:00 PM - 6:30 PM CT
Location
In-person
Type
Cross Functional
Description

Wrap up the first day of the Insurance Summit at our lively Social Hour! Enjoy drinks and light bites as you mingle with fellow attendees. Drop by anytime between 5:00 and 6:30 p.m. to kick off the evening. Everyone is welcome, and no registration or RSVP is required.

Speaker
Audience
Public
Continuing Education
Navigating an Uncertain Economic Landscape - Insurance Summit 2024
Navigating an Uncertain Economic Landscape
Date
September 17, 2024
8:10 AM - 9:00 AM CT
Location
Hybrid
Type
Cross Functional
Financial Regulation
Description

Esther L. George, former president and the CEO of the Federal Reserve Bank of Kansas City, will provide her perspective on the current state of the economy, based on more than four decades of experience at the Federal Reserve, including inflation and the likely path of interest rates.

Speaker
Esther George (Former President and CEO, Federal Reserve Bank of Kansas City | Former Member, Federal Open Market Committee)
Audience
Public
Continuing Education
DRC, CPE
Understanding Pharmacy Benefit Managers - Insurance Summit 2024
Understanding Pharmacy Benefit Managers
Date
September 17, 2024
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Market Regulation
Description

Pharmacy benefit managers (PBMs) play a key role in getting prescription medications safely into your hands. This session will explore their crucial role and delve into the complexities of their operations. Learn about the challenges that regulators and insurers face when dealing with PBMs, including issues related to cost transparency, regulation, and maintaining the balance between access and affordability.

Speaker
David Buono (PA)
Ashley Scott (OK)
Jolie Matthews (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Disaster Response & Communication - Insurance Summit 2024
Disaster Response & Communication
Date
September 17, 2024
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Cross Functional
Communications
Description

This session will explore best practices that departments of insurance can deploy when responding to a disaster, either natural or manmade. An expert panel of public information officers will reveal their playbooks, offering insights on public communication, staff coordination, disaster assistance centers, media management, and collaboration with emergency management agencies. Attendees will be able to learn and apply vital strategies for disaster response and communication.

Speaker
Commissioner Alan McClain (AR)
Lori Croy (MO)
Todd Walker (OH)
Audience
Public
Continuing Education
DRC, CPE
Understanding State Guaranty Systems: Their Function and Collaboration With Regulators to Protect Consumers - Insurance Summit 2024
Understanding State Guaranty Systems: Their Function and Collaboration With Regulators to Protect Consumers
Date
September 17, 2024
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Cross Functional
Financial Regulation
Description

A panel of experts will provide attendees with an overview of the state-based guaranty fund system and how it provides protection to each state's resident policyholders when a member insurance company is placed in liquidation. The panel also will discuss a number of issues that regulators, receivers, and the guaranty fund system tackle as they work together to achieve the common goal of consumer protection when there is a troubled company. Attendees will learn the importance of coordinating and protecting early communications and collaboration among regulators, receivers, and the guaranty fund system.

Speaker
Jackie Obusek (NC)
Chad Anderson (Western Guaranty Fund Services)
Joe Holloway (California Conservation and Liquidation Office)
Pamela Olsen (Minnesota, Nebraska, New Mexico Life and Health Guaranty Associations)
Audience
Public
Continuing Education
DRC, CPE
Unpacking the NAIC Toolbox - Insurance Summit 2024
Unpacking the NAIC Toolbox
Date
September 17, 2024
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Cross Functional
Description

Expand your awareness of the NAIC as your support organization. This engaging, informative session will take you beyond the elevator speech and into the resource strategy room. Join us as we break down the building blocks of the NAIC, its key services, and resources. This session will explore common questions regulators have about the NAIC organization. Get the answer to, “Where do I start?” and generate ideas on how to best leverage the NAIC for the benefit of your insurance department.

Speaker
Christian Carter (NAIC)
Audience
Regulator Only
Continuing Education
DRC, CPE
From Past to Present: Reviewing GLM Rate Models - Insurance Summit 2024
From Past to Present: Reviewing GLM Rate Models
Date
September 17, 2024
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Predictive Analytics
Description

This session explores the application of generalized linear models (GLMs) in insurance rating, offering a historical overview and present-day review techniques. We will provide practical examples and highlight key NAIC educational resources, providing attendees with a comprehensive understanding of the significance and evolution of GLMs in today’s industry and how to effectively review them. Discover how these models have shaped insurance rating practices and gain valuable insights into their applications. Enhance your expertise and stay ahead in the rapidly evolving insurance landscape.

Speaker
Dorothy Andrews (NAIC)
Kris DeFrain (NAIC)
Roberto Perez Santiago (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Using Secondary Data to Enhance the Analysis of Primary Data - Insurance Summit 2024
Using Secondary Data to Enhance the Analysis of Primary Data
Date
September 17, 2024
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Policy Research
Description

Discover the power of combining primary and secondary data to elevate your research and decision-making. In this session, we reveal how to enhance your company’s data analysis using external sources like the Census Bureau. Learn how integrating these secondary data sets with primary data can provide deeper insights and drive more informed strategies. Join us to see firsthand how leveraging diverse data can transform your approach and yield superior results.

Speaker
Kelly Edmiston (NAIC)
Anna Fitzgerald (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Harnessing New Technology: Transforming the Fight Against Insurance Fraud- Insurance Summit 2024
Harnessing New Technology: Transforming the Fight Against Insurance Fraud
Date
September 17, 2024
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Antifraud
Description

Dive into the dynamic intersection of technology and fraud prevention in the insurance industry. This session will illuminate how cutting-edge advancements are being exploited by fraudsters and, more importantly, how these same technologies are revolutionizing our defense strategies. Learn from industry experts about the latest tools and techniques in detecting and combating fraud, and gain insights into future trends. Discover innovative solutions, share best practices, and explore collaborative approaches to stay ahead of bad actors in this ever-evolving landscape.

Speaker
Ian Laughlin (National Insurance Crime Bureau-NICB)
Audience
Public
Continuing Education
DRC, CPE
Cracking the Code: Mastering Financial Exam Techniques - Insurance Summit 2024
Cracking the Code: Mastering Financial Exam Techniques
Date
September 17, 2024
1:00 PM - 1:50 PM CT
Location
Hybrid
Type
Financial Regulation
Description

Join us for an insightful session that delves into critical practices for financial exams, shedding light on how to navigate key challenges. Discover valuable insights from the NAIC Accreditation Program and recent peer review sessions that will empower attendees to strengthen their approaches and reduce risk. This session will include real-world examples and interactive discussions to help solidify key concepts and best practices.

Speaker
Scott Reeves (MO)
Bill O'Connell (O'Connell and Associates)
Sara Franson (NAIC)
Elise Klebba (NAIC)
Audience
Public
Continuing Education
DRC, CPE
10 Years of Producer Licensing: Predictions, Prognostications, & Reality - Insurance Summit 2024
10 Years of Producer Licensing: Predictions, Prognostications, & Reality
Date
September 17, 2024
1:00 PM - 1:50 PM CT
Location
Hybrid
Type
Cross Functional
Producer Licensing
Description

This engaging session will dive into the last decade of producer licensing, analyzing key trends and shifts since 2014 and assessing how the landscape has evolved. We will discuss major regulatory changes, technology advancements, and emerging best practices that have shaped producer licensing. Join us for an insightful look into the past, present, and future of producer licensing.

Speaker
Karen Stakem Hornig (NIPR)
Audience
Public
Continuing Education
DRC, CPE
Stormy Weather Ahead: Navigating the Rising Tide of Severe Convective Storm Losses - Insurance Summit 2024
Stormy Weather Ahead: Navigating the Rising Tide of Severe Convective Storm Losses
Date
September 17, 2024
1:00 PM - 1:50 PM CT
Location
Hybrid
Type
Cross Functional
Policy Research
Description

Once dismissed as secondary risks due to their perceived lower loss magnitude, severe convective storms have emerged as significant players in the insurance industry, often rivaling hurricanes in losses. Join us for a deep dive into this evolving landscape and its far-reaching implications for both direct writers and reinsurers. Discover how factors such as population growth and economic development magnify the impact of these events and understand why vigilance is essential in confronting this escalating threat.

Speaker
Steve Bowen (Gallagher Re)
Fred Karlinsky (Greenberg Traurig)
Matt Pinkowski (Moody’s)
Audience
Public
Continuing Education
DRC, CPE
Producer Licensing Regulatory Roundtable - Insurance Summit 2024
Producer Licensing Regulatory Roundtable
Date
September 17, 2024
2:00 PM - 2:50 PM CT
Location
Hybrid
Type
Producer Licensing
Description

Attend this roundtable session to hear state producer licensing regulators discuss hot topics on process improvements, licensing requirements, and updates from the NAIC Working Groups on uniformity, education, and adjusters. Attendees will engage with regulators as they share insights on streamlining processes and adapting to changing industry trends.

Speaker
Courtney Khodabakhsh (OK)
David Buono (PA)
Richard Tozer (VA)
Audience
Public
Continuing Education
DRC, CPE
Consumer Messaging: Building Trust & Spreading Awareness Through Social Media Storytelling - Insurance Summit 2024
Consumer Messaging: Building Trust & Spreading Awareness Through Social Media Storytelling
Date
September 17, 2024
2:00 PM - 2:50 PM CT
Location
Hybrid
Type
Communications
Description

Discover how government agencies can transform "boring" yet crucial topics into engaging content that captivates and educates. This session will delve into the heart of using popular culture and social media storytelling to build trust and spread awareness of vital resources. Learn from experts who have successfully navigated this landscape and gain practical insights on creating compelling narratives that resonate with diverse audiences. Attendees will leave equipped with actionable strategies to enhance their communication efforts, making important information both accessible and interesting.

Speaker
Emily Cassimatis (City of Kansas City, MO)
Megan Strickland (the City of Kansas City, MO)
Audience
Public
Continuing Education
DRC, CPE
TeamMate+ Implementation: Lessons Learned in Year One - Insurance Summit 2024
TeamMate+ Implementation: Lessons Learned in Year One
Date
September 17, 2024
2:00 PM - 2:50 PM CT
Location
Hybrid
Type
Financial Regulation
Description

In this session, financial regulators who have completed financial analysis and examination projects using TeamMate+ will share their first-year experiences, detailing both the challenges and successes encountered during implementation. Expect in-depth discussions on overcoming hurdles, optimizing workflows, and achieving efficiency with the new software. Participants will have the opportunity to engage with experienced regulators and ask questions about best practices.

Speaker
Kim Dobbs (MO)
Jessica Price (ND)
Heidi Rabtoy (VT)
Colton Schulz (ND)
James Portuguez (NAIC)
Audience
Regulator Only
Continuing Education
DRC, CPE
Producer Licensing Industry Roundtable - Insurance Summit 2024
Producer Licensing Industry Roundtable
Date
September 17, 2024
3:10 PM - 4:00 PM CT
Location
Hybrid
Type
Producer Licensing
Description

This roundtable session will explore key points of interest in today's producer licensing landscape. Industry representatives share their perspectives on current challenges and potential solutions, addressing topics like streamlined processes, compliance, and technology adoption. Attendees will gain insights into industry trends and have the opportunity to engage in a dynamic discussion with leading experts.

Speaker
Kate Jensen (Steptoe)
Roger Moore (NAIFA)
Wes Bissett ( Independent Insurance Agents & Brokers of America-IIABA)
Audience
Public
Continuing Education
DRC, CPE
The Complexity of the U.S. Health Insurance Market: How Patients Choose a Coverage Option - Insurance Summit 2024
The Complexity of the U.S. Health Insurance Market: How Patients Choose a Coverage Option
Date
September 17, 2024
3:10 PM - 4:00 PM CT
Location
Hybrid
Type
Policy Research
Description

This session will explore the intricate world of health insurance decisions. From cost considerations to regulatory nuances, experts will delve into how patients navigate their options and help you understand the crucial interplay between patient preferences and regulatory frameworks. Whether you are a seasoned professional or new to the industry, join this session to decode the complexities and empower informed decision-making in the U.S. healthcare landscape.

Speaker
Gayle Brekke (NAIC)
Kelly Edmiston (NAIC)
Audience
Public
Continuing Education
DRC, CPE
A New Look for Market Analysis Tools - Insurance Summit 2024
A New Look for Market Analysis Tools
Date
September 17, 2024
3:10 PM - 4:00 PM CT
Location
Hybrid
Type
Market Regulation
Description

Explore the updated features and functionalities of the NAIC Enterprise Data Warehouse in this session. Attendees will learn how to effectively access, navigate, and utilize data within the data warehouse to enhance market analysis. The session will offer practical guidance on leveraging the new interface, understanding advanced search options, and optimizing data extraction to support insurance market assessments.

Speaker
Teresa Cooper (NAIC)
Angela Hamilton (NAIC)
Audience
Regulator Only
Continuing Education
DRC, CPE
Gen Z & Financial Literacy: Preventing a Protection Gap - Insurance Summit 2024
Gen Z & Financial Literacy: Preventing a Protection Gap
Date
September 17, 2024
3:10 PM - 4:00 PM CT
Location
Hybrid
Type
Communications
Description

Gen Z looks at their finances differently than prior generations, with unique challenges and opportunities. A recent Wallet Hub survey found that one in four Gen Zers are not confident in their financial knowledge. This dynamic session will reveal cutting-edge strategies to connect with Gen Z and spark their interest in financial wellness from a young age. Join us to learn how to harness the power of technology, social media, and tailored educational approaches to bridge the financial literacy gap and empower Gen Z to build a secure financial future.

Speaker
Tiffany Grant (Money Talk With Tiff)
Audience
Public
Continuing Education
DRC, CPE
How Lloyd’s Lab is Accelerating Innovation - Insurance Summit 2024
How Lloyd’s Lab is Accelerating Innovation
Date
September 17, 2024
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Financial Regulation
Description

In an era of increasing global challenges, robust resilience strategies are more critical than ever. Our expert panel will delve into how Lloyd’s Lab is fostering cutting-edge innovation to enhance the resilience of the insurance sector, with a focus on the benefits for U.S. consumers. This session is a prime opportunity for regulators and industry leaders to connect with Lloyd’s and its commitment to supporting regulatory frameworks and cultivating a resilient, consumer-focused insurance marketplace in the U.S.

Speaker
Pat Talley (Lloyd's America, Inc.)
Benedict Altier (CatX)
Wesley Pergament (Sola)
Karthik Ramakrishnan (Armilla)
Alex Schmelkin (Sixfold)
Audience
Public
Continuing Education
DRC, CPE
Minding the Insurance Gap: The Producer’s Role - Insurance Summit 2024
Minding the Insurance Gap: The Producer’s Role
Date
September 17, 2024
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Producer Licensing
Description

Join this session to discuss the critical role insurance producers play in closing the protection gap within the personal lines, and property and casualty markets. Learn how producers are bridging this gap by educating consumers, offering tailored solutions, and advocating for greater resilience. Discover strategies to build a more inclusive and secure insurance landscape for everyone.

Speaker
Lori Croy (MO)
Brian Blake (Central United States Earthquake Consortium)
Tony Hake (FEMA)
Keri Kish (WSIA)
Audience
Public
Continuing Education
DRC, CPE
Data Defense: Understanding Information Security Program Concepts - Insurance Summit 2024
Data Defense: Understanding Information Security Program Concepts
Date
September 17, 2024
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Cybersecurity Data and Technology
Description

Explore the fundamental concepts of information security programs in this insightful session, where we’ll dive into the NAIC’s Insurance Data Security Model Law. Subject matter experts will cover the fundamental principles of securing sensitive data, informed by their extensive background in conducting cybersecurity audits and inquiries.

Speaker
Audrey Katcher (RubinBrown, LLP)
Rob Rudloff ( RubinBrown, LLP)
Audience
Public
Continuing Education
DRC, CPE
Combating the Improper Marketing of Health Insurance - Insurance Summit 2024
Combating the Improper Marketing of Health Insurance
Date
September 17, 2024
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Antifraud
Description

The improper marketing of health insurance is a widespread issue impacting consumers across the nation. This session will offer an in-depth look into how state and federal agencies, along with consumer and trade associations, are combating this pervasive problem through regulations, enforcement, and education.

Speaker
David Buono (PA)
Martin Swanson (NE)
Brian Webb (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Regulator Review of Electronic UCAA - Insurance Summit 2024
Regulator Review of Electronic UCAA
Date
September 18, 2024
8:10 AM - 9:00 AM CT
Location
Hybrid
Type
Financial Regulation
Description

Insurance regulators will offer a comprehensive overview of the electronic Uniform Certificate of Authority Application (UCAA) filing and review application, showcasing its features and demonstrating how its tools can meet state-specific needs. In this session, attendees can expect real-world examples and provide insights into optimizing the UCAA for streamlined licensing and compliance processes. Attendees can also participate in a Q&A session to address their specific queries.

Speaker
Debbie Doggett (MO)
Jane Barr (NAIC)
Audience
Regulator Only
Continuing Education
DRC, CPE
Reinsurance & Bermuda - Insurance Summit 2024
Reinsurance & Bermuda
Date
September 18, 2024
8:10 AM - 9:00 AM CT
Location
Hybrid
Type
Financial Regulation
Description

Join us for a discussion of current events in reinsurance, with a special focus on Bermuda's pivotal role in the global reinsurance market. This session will explore recent developments, trends, and challenges shaping the industry. Experts will provide insights into how these factors are influencing reinsurance strategies, regulatory changes, and market dynamics. This session is ideal for anyone interested in reinsurance and Bermuda's impact on the sector.

Speaker
John Rehagen (MO)
John Huff (Association of Bermuda Insurers and Reinsurers (ABIR))
Jake Stultz (NAIC)
Audience
Public
Continuing Education
DRC, CPE
The Use of AI in the Distribution of Insurance Products - Insurance Summit 2024
The Use of AI in the Distribution of Insurance Products
Date
September 18, 2024
8:10 AM - 9:00 AM CT
Location
Hybrid
Type
Producer Licensing
Description

In this session, we will dive into the transformative impact of artificial intelligence (AI) on insurance producers and how AI can shape the customer experience, influence regulatory oversight, and affect consumer protection. Attendees can expect to engage with industry experts and gain a better understanding of AI's benefits and challenges in insurance product distribution.

Speaker
Charu Choudhary (Gartner Consulting)
Bob Jirgal (Gartner Consulting)
Audience
Public
Continuing Education
DRC, CPE
Market Regulation Certification - Insurance Summit 2024
The Market Regulation Certification Program
Date
September 18, 2024
8:10 AM - 9:00 AM CT
Location
Hybrid
Type
Market Regulation
Description

Discover the latest developments in the newly adopted Market Regulation Certification program during this engaging session. Presented by leaders of the Market Regulation Certification (D) Working Group, this session will offer attendees an in-depth look at the current implementation status and progress of this important initiative.

Speaker
John Haworth (WA)
Bryan Stevens (WY)
Audience
Regulator Only
Continuing Education
DRC, CPE
Adopted Principles-Based Bond Definition - Insurance Summit 2024
Adopted Principles-Based Bond Definition
Date
September 18, 2024
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Financial Regulation
Description

The updated principles-based bond definition takes effect on Jan. 1, 2025. Get prepared for the SSAP revisions and reporting changes by attending this session, where subject matter experts will provide a comprehensive overview of the changes and what you need to know for this important update. This session will cover key aspects of the new definitions, their impact on accounting practices, and guidance on compliance to ensure a smooth transition for insurance entities.

Speaker
Kevin Clark (IA)
Julie Gann (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Assessing Catastrophe & Climate Risk Impact on Insurer Solvency - Insurance Summit 2024
Assessing Catastrophe & Climate Risk Impact on Insurer Solvency
Date
September 18, 2024
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Financial Regulation
Description

In this session, you will gain insights into various tools and guidance for financial regulators to assess and monitor the impact of catastrophe and climate risks on insurer solvency. Explore the effects of both physical risks, such as natural disasters, and transition risks, such as declining asset values, on financial stability. This session is ideal for regulators and insurers focused on financial sustainability and risk management.

Speaker
Shaveta Gupta (NAIC)
Elisabetta Russo (NAIC)
Audience
Public
Continuing Education
DRC, CPE
AI Models: Data Sources and Considerations - Insurance Summit 2024
AI Models: Data Sources and Considerations
Date
September 18, 2024
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Cybersecurity Data and Technology
Description

This presentation examines the various sources of data used to train artificial intelligence (AI) models in the insurance industry, ranging from structured insurance experience data to unstructured images, video, and audio input data. We will discuss key considerations in obtaining and evaluating data quality, such as bias, representativeness, and ethical concerns, and possible techniques to mitigate biases.

Speaker
Dorothy Andrews (NAIC)
Scott Sobel (NAIC)
Audience
Public
Continuing Education
DRC, CPE
Global Strategies Against Insurance Fraud - Insurance Summit 2024
Global Strategies Against Insurance Fraud
Date
September 18, 2024
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Antifraud
Description

In this session, attendees will discover what tactics the U.S. and its international counterparts are using to fight insurance fraud. State regulators, as well as federal, consumer, and industry representatives, will give a comprehensive overview of these efforts and their forward-looking goals to combat insurance fraud, focusing on cross-border collaboration and emerging technologies.

Speaker
Commissioner Trinidad Navarro (DE)
James Black (Black & Gerngross, PC)
Jeffrey Miceli (Black & Gerngross, PC)
Audience
Public
Continuing Education
DRC, CPE
Understanding & Implementing Sound Practices in Financial Analysis - Insurance Summit 2024
Understanding & Implementing Sound Practices in Financial Analysis
Date
September 18, 2024
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Financial Regulation
Description

This session explores essential practices for financial analysis and highlights common pitfalls to avoid. Attendees will gain valuable insights from the NAIC Accreditation Program and recent peer review sessions, allowing them to implement robust strategies and reduce risk. Expect real-world examples and interactive discussions to help solidify key concepts and best practices.

Speaker
Michelle Lo (CA)
Ed Dinkel (Rector & Associates)
Sara Franson (NAIC)
Topher Hughes (NAIC)
Audience
Public
Continuing Education
DRC, CPE
The Latest Trends in U.S. Commercial Real Estate Investments - Insurance Summit 2024
The Latest Trends in U.S. Commercial Real Estate Investments
Date
September 18, 2024
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Financial Regulation
Description

This session will examine the current state of the U.S. commercial real estate market, analyzing emerging trends and their impact on insurer portfolios and strategies. Topics will include market volatility, regulatory changes, and evolving investment opportunities. Attendees can expect data-driven insights and expert analysis to guide decision-making in this dynamic sector.

Speaker
Ed Toy (Risk and Regulatory Consulting (RRC))
Audience
Public
Continuing Education
DRC, CPE
From ‘Black Box’ to ‘Own View of Risk’ - Insurance Summit 2024
From ‘Black Box’ to ‘Own View of Risk’
Date
September 18, 2024
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Policy Research
Description

Dive into the revolution reshaping reinsurance and discover how companies are breaking free from the confines of black box catastrophe models and embracing the “Own View of Risk” framework. Experts will illuminate this groundbreaking approach, revealing how it empowers tailored risk assessments for diverse portfolios. Gain insights into how this shift fosters strategic alignment, providing a competitive edge in the ever-evolving insurance landscape. Do not miss out on this opportunity to revolutionize your risk management strategy.

Speaker
Mark Bove (Munich Reinsurance America, Inc.)
Kelly Hereid (Liberty Mutual)
Audience
Public
Continuing Education
DRC, CPE
Workshops - Insurance Summit 2024
Workshops
Date
September 18, 2024
10:30 AM - 4:30 PM CT
Location
Type
Cross Functional
Description

Delve deep into specialized subject areas with our expert-led workshops for regulators. These sessions offer practical training and tangible outcomes to equip you with actionable skills and knowledge you can apply in your role. Click here to learn more.

Regulators may choose to attend one workshop per attendee via their primary registration link.

Advanced Financial Regulator Training
Wednesday, Sept. 18, 1:00 – 4:30 PM   |   Thursday, Sept. 19, 9:00 AM – 12:00 PM

Market Analysis Training Workshop
Wednesday, Sept. 18, 1:00 – 4:00 PM

SERFF Modernized and Insurance Compact Workshop
Wednesday, Sept. 18, 1:00 – 4:30 PM   |   Thursday, Sept. 19, 9:00 AM – 3:30 PM

SBS-NIPR Regulator Workshops
Wednesday, Sept. 18, 10:30 AM – 4:00 PM   |   Thursday, Sept. 19, 9:00 AM – 12:30 PM

Speaker
See Workshop Schedule
Audience
Regulator-Only
Continuing Education
Varies
Workshops - Insurance Summit 2024
Workshops
Date
September 19, 2024
8:00 AM - 5:30 PM CT
Location
Type
Cross Functional
Description

Delve deep into specialized subject areas with our expert-led workshops for regulators. These sessions offer practical training and tangible outcomes to equip you with actionable skills and knowledge you can apply in your role. Click here to learn more.

Regulators may choose to attend one workshop per attendee via their primary registration link.

Advanced Financial Regulator Training
Wednesday, Sept. 18, 1:00 – 4:30 PM   |   Thursday, Sept. 19, 9:00 AM – 12:00 PM

CIPR Insurance Regulatory Research Symposium
Thursday, Sept. 19, 8:15 AM – 5:30 PM  

SERFF Modernized and Insurance Compact Workshop
Wednesday, Sept. 18, 1:00 – 4:30 PM   |   Thursday, Sept. 19, 9:00 AM – 3:30 PM

SBS-NIPR Regulator Workshops
Wednesday, Sept. 18, 10:30 AM – 4:00 PM   |   Thursday, Sept. 19, 9:00 AM – 12:30 PM

Speaker
See Workshop Schedule
Audience
Regulator-Only
Continuing Education
Varies