不良研究所官方

Skip to main content

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

Revolutionize Your Tax Filings with OPTins - Insurance Summit 2025
Revolutionize Your Tax Filings with OPTins
Date
September 10, 2025
12:00 PM - 12:50 PM CT
Location
Virtual
Type
Pre-Conference
Regulatory Technology Solutions
Description

Join us for an engaging session where we introduce the enhanced OPTins tax application. Discover how this modernized tool improves functionality, usability, and security, making your premium tax filing process more efficient and user-friendly. Explore the new features, advanced reporting capabilities, and intuitive interface designed to streamline your tax operations. Don't miss this opportunity to stay ahead of the curve and maximize efficiency in your filing review.

Speaker
Alex Rogers (不良研究所官方)
Audience
Regulator Only
Continuing Education
DRC, CPE
Field of Study
Computer Software and Applications
SBS Transaction Manager: 14 Million and Growing - Insurance Summit 2025
SBS Transaction Manager: 14 Million and Growing
Date
September 10, 2025
1:00 PM - 1:50 PM CT
Location
Virtual
Type
Pre-Conference
Regulatory Technology Solutions
Description

Discover how State Based Systems (SBS) Transaction Manager has scaled to handle over 14 million transactions received from NIPR. Join the SBS product team and a seasoned regulator as they share real-life strategies for maximizing the efficiency and impact of SBS Transaction Manager.

Speaker
Alexis Sakaida (HI)
Trish Skahan (不良研究所官方)
Audience
Regulator Only
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Revolutionize Your Regulatory Review with SERFF Modernized - Insurance Summit 2025
Revolutionize Your Regulatory Review with SERFF Modernized
Date
September 10, 2025
2:00 PM - 2:50 PM CT
Location
Virtual
Type
Pre-Conference
Regulatory Technology Solutions
Description

Join us for an exclusive session to transform insurance filings with the modernized System for Electronic Rates & Forms Filing (SERFF) system, offering more compliant submissions, advanced tools for regulators, and enhanced reporting capabilities. With over 20 years as the industry standard, SERFF now introduces next-generation advancements to streamline the review process, boost efficiency, and ensure compliance. Gain insights into innovative upgrades and actionable strategies to leverage this indispensable tool and stay ahead in regulatory technology.

Speaker
Bridget Kieras (不良研究所官方)
Lauren Bandle (不良研究所官方)
Audience
Regulator Only
Continuing Education
DRC, CPE
Field of Study
Computer Software and Applications
Enhancing SERFF: A Superior Approach for Filing Submission - Insurance Summit 2025
Enhancing SERFF: A Superior Approach for Filing Submission
Date
September 11, 2025
12:00 PM - 12:50 PM CT
Location
Virtual
Type
Pre-Conference
Regulatory Technology Solutions
Description

Discover the future of insurance filing with the modernized SERFF system, designed to streamline your submissions and ensure regulatory compliance with cutting-edge tools. Enhance your efficiency and accuracy with new features that set the standard for industry excellence. Don't miss out on this transformative session鈥攔egister now to revolutionize your review process.

Speaker
Bridget Kieras (不良研究所官方)
Lauren Bandle (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Computer Software and Applications
Turning Data Into Playgrounds, Not Puzzles - Insurance Summit 2025
Turning Data Into Playgrounds, Not Puzzles
Date
September 11, 2025
1:00 PM - 1:50 PM CT
Location
Virtual
Type
Pre-Conference
Regulatory Technology Solutions
Description

In this session, you'll learn how the 不良研究所官方 is bringing data self-service to each department of insurance and each regulator via the Enterprise Data Platform. We will also discuss the various tools and technologies regulators can use and how future data projects will further enhance these capabilities.

Speaker
Todd Sells (不良研究所官方)
Jason Hughes (不良研究所官方)
Audience
Regulator Only
Continuing Education
DRC, CPE
Field of Study
Computer Software and Applications
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 (不良研究所官方)
Karen Hornig (NIPR)
Audience
Public
Continuing Education
N/A
Field of Study
N/A
Keynote: Building the Human for Tomorrow - Insurance Summit 2025
Keynote: Building the Human for Tomorrow
Date
September 15, 2025
8:35 AM - 9:30 AM CT
Location
Hybrid
Type
Cross-Functional
Description

In this forward-looking talk, leadership expert and former FBI special agent assistant director Cassi Chandler leads a compelling overview of how emerging advances in technology, along with constantly changing global, social, and economic factors will present unforeseen challenges for organizations and employees as we move toward the future of work. Chandler prepares leaders to meet the challenges of today and in the future by sharing thoughtful strategies for how anyone can know, grow, and extend their power in a manner that influences and inspires confident teams that are optimally positioned to meet the ever-evolving needs of the organization.

Speaker
Cassi Chandler (Vigeo Alliances)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Personal Development
What Are They Thinking? Gathering Consumer Feedback and Insights - Insurance Summit 2025
What Are They Thinking? Gathering Consumer Feedback and Insights
Date
September 15, 2025
9:45 AM - 10:35 AM CT
Location
Hybrid
Type
Communications
Policy Research
Description

This session will explore practical methods for gathering and applying consumer feedback to improve outreach and education efforts. We will review real-world examples of consumer-focused research conducted by the 不良研究所官方鈥檚 Center for Insurance Policy and Research, along with campaign materials from the Missouri and Oklahoma departments of insurance. Attendees will learn how to gather consumer feedback and how to apply these insights to create more effective, consumer-centered communications.

Speaker
Lori Croy (MO)
Liz Heigle (OK)
Brenda Rourke (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Technology Trends in the Insurance Industry - Insurance Summit 2025
Technology Trends in the Insurance Industry
Date
September 15, 2025
9:45 AM - 10:35 AM CT
Location
Hybrid
Type
Cross-Functional
Description

Join us for an exciting session on how technology is transforming the insurance landscape. This panel discussion will explore cutting-edge applications of AI and other technologies that are reshaping the insurance business, with panelists offering regulatory and industry perspectives on each trend.

Speaker
Commissioner Woods (DC)
Scott Fischer (Lemonade)
Jennifer Hobbs (Zurich North America)
Rob Suarez (CareFirst)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Financial Impact of Insurance Fraud - Insurance Summit 2025
Financial Impact of Insurance Fraud
Date
September 15, 2025
9:45 AM - 10:35 AM CT
Location
Hybrid
Type
Anti-Fraud
Cross-Functional
Description

Attendees will explore the economic consequences of insurance fraud, delve into real-world case studies, and discover how organizations are leveraging financial strategies to combat both fraud and anti-money laundering (AML) threats. This session aims to equip professionals with tools and investigative techniques to address these challenges, while highlighting the essential collaboration between regulators and the insurance sector in protecting financial integrity.

Speaker
Shaun O'Neill (MD)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Behavioral Ethics
Accreditation in Action: How States Work Together to Safeguard Solvency - Insurance Summit 2025
Accreditation in Action: How States Work Together to Safeguard Solvency
Date
September 15, 2025
11:00 AM - 11:50 AM CT
Location
Hybrid
Type
Cross-Functional
Description

State-based insurance regulation works when states work together. This session highlights the essential ways states rely on each other for financial analysis, examinations, and solvency oversight, and how the 不良研究所官方 Accreditation Program makes that trust possible. We'll explore examples of interstate reliance, show how accreditation strengthens regulatory consistency, and discuss why a strong accreditation framework is key to protecting insurers and consumers across the country.

Speaker
Greg Chew (VA)
Ed Dinkel (Noble)
Sara Franson (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
An Exploration of International Topics and Activities - Insurance Summit 2025
An Exploration of International Topics and Activities
Date
September 15, 2025
11:00 AM - 11:50 AM CT
Location
Hybrid
Type
Cross-Functional
Description

Discover how activities and issues at the international level are domestically relevant. This session will provide insights into hot topics and ongoing activities, while exploring three different areas of international work. The first area will help attendees understand the evolving landscape of the life insurance sector, including changes in investment practices and addressing demographic shifts. The second area will assist attendees in navigating the who, why, what, and how of implementation and assessment activities. Finally, the third element will review a variety of forms and tools used to promote cooperation and collaboration among insurance regulators across the globe.

Speaker
Director Dunning (NE)
Rebecca Easland (WI)
Rashmi Sutton (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
2025 不良研究所官方 Officer Insights - Insurance Summit 2025
2025 不良研究所官方 Officer Insights
Date
September 15, 2025
1:20 PM - 2:20 PM CT
Location
Hybrid
Type
Cross-Functional
Description

In this must attend session the 不良研究所官方's 2025 officers will provide access to their perspectives on the industry's evolving priorities, as they provide invaluable insights into the challenges and opportunities shaping the regulatory landscape. Engage directly with these leaders, ask your pressing questions, and deepen your understanding of why regulation plays a crucial role in maintaining a dynamic and resilient industry. Don鈥檛 miss this chance to expand your knowledge and interact with key decision-makers who are shaping the future of insurance.

Speaker
Commissioner Godfread (ND)
Commissioner White (VA)
Director Kelleher Dwyer (RI)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Life Insights: Behavioral Science in Life Insurance Application Redesign - Insurance Summit 2025
Life Insights: Behavioral Science in Life Insurance Application Redesign
Date
September 15, 2025
2:50 PM - 3:40 PM CT
Location
Hybrid
Type
Cross-Functional
Description

Behavioral science strives to explain how human decision-making can be affected by psychological, cognitive, emotional, cultural, and societal factors. This session reviews the research and results of a study undertaken by the Society of Actuaries in conjunction with SCOR Reinsurance to investigate the use and potential of behavioral science in the design of life insurance applications. Attendees will learn how behavioral science is applied across the insurance industry to enhance life insurance, making application forms easier to complete and improving the accuracy of the information collected.

Speaker
Caitlyn Parsons (SCOR)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Health Insights: AI and Prior Authorization鈥攖he Good, the Bad, and the Ugly - Insurance Summit 2025
Health Insights: AI and Prior Authorization鈥攖he Good, the Bad, and the Ugly
Date
September 15, 2025
2:50 PM - 3:40 PM CT
Location
Hybrid
Type
Cross-Functional
Description

Learn how artificial intelligence is transforming the prior authorization process from the carrier, consumer, and state insurance regulator perspectives. This session will explore how carriers leverage AI to make prior authorization decisions, what concerns consumers have with the use of AI in making such decisions, and how state insurance regulators are ensuring effective oversight of this new practice.

Speaker
Matthew Pickett (IL)
Lucy Culp (Leukemia & Lymphoma Society)
Anshu Choudhri (BCBSA)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Property and Casualty Insights: Gaining Insights into Homeowners Insurance Markets Through Data - Insurance Summit 2025
Property and Casualty Insights: Gaining Insights into Homeowners Insurance Markets Through Data
Date
September 15, 2025
2:50 PM - 3:40 PM CT
Location
Hybrid
Type
Cross-Functional
Description

In this panel discussion, regulators will discuss how they are leveraging data collected in the Homeowners Market Data Call to better understand their markets, meet regulatory challenges, and provide insight to improve resiliency.

Speaker
Commissioner Conway (CO)
George Bradner (CT)
Peter Brickwedde (MN)
Eric Lowe (VA)
Ashley Scott (OK)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
AM Best's Economic and Insurance Sector Outlook - Insurance Summit 2025
AM Best's Economic and Insurance Sector Outlook
Date
September 15, 2025
3:55 PM - 4:45 PM CT
Location
Hybrid
Type
Cross-Functional
Financial Regulation
Description

The insurance industry is deeply influenced by economic shifts, market dynamics, and evolving consumer needs. This session will provide AM Best鈥檚 views on the current economic environment and outlook, with a more specific discussion on the overall health and trends within the life and health and property/casualty insurance sectors.

Speaker
Alan Murray (AM Best- Ratings Services)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Market Conduct Insights: Building Trust in Insurance - Insurance Summit 2025
Market Conduct Insights: Building Trust in Insurance
Date
September 15, 2025
3:55 PM - 4:45 PM CT
Location
Hybrid
Type
Cross-Functional
Description

Join the leadership of the Market Regulation and Consumer Affairs (D) Committee for a dynamic discussion on market conduct regulation and the vital role clear guidelines play in promoting ethical practices and transparency across the insurance industry. Discover how strong oversight protects consumers, encourages fair competition, and supports innovation. Walk away with key insights to help you navigate today's fast-changing regulatory landscape.

Speaker
Director Cameron (ID)
Commissioner Navarro (DE)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Evening Event: Networking Reception - Insurance Summit 2025
Evening Event: Networking Reception
Date
September 15, 2025
5:30 PM - 7:00 PM CT
Location
In-Person
Type
Description

Join us for an evening of networking and connection! Close out the first day of the Insurance Summit at our Networking Reception! Relax with drinks and light bites while connecting with fellow professionals in a casual, welcoming atmosphere. Whether you're looking to catch up with colleagues or meet new industry peers, this is the perfect opportunity to unwind and exchange ideas. No registration or RSVP required. Everyone is invited!

Speaker
N/A
Audience
Public
Continuing Education
Field of Study
N/A
Beyond the Hype: The Bright and Dark Sides of Insurance AI - Insurance Summit 2025
Beyond the Hype: The Bright and Dark Sides of Insurance AI
Date
September 16, 2025
8:10 AM - 9:00 AM CT
Location
Hybrid
Type
Cross-Functional
Description

The use of insurance continues to rise with 98% of insurers planning on having AI implement by year-end 2027. As this happens, insurers will increasingly adopt the technology throughout their value chain for data science, automation, decision support and autonomous processing. Transformation potential is high, but the risks and long-term impacts need to be considered. This presentation will review how AI is reshaping the insurance industry, as well as the positive and negative impacts that it will have on the industry overall.

Speaker
Kimberly Harris-Ferrante (Gartner Research)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Information Technology
Understanding Bermuda鈥檚 Reinsurance Market and Supervision - Insurance Summit 2025
Understanding Bermuda鈥檚 Reinsurance Market and Supervision
Date
September 16, 2025
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Financial Regulation
Description

This session will focus on providing an overview and common understanding of the Bermuda reinsurance market, the Bermuda Monetary Authority鈥檚 regulatory regime, and the context of recent enhancements. Additionally, the discussion will highlight how Bermuda鈥檚 regulatory framework aligns with international standards, fostering market stability and global investor confidence.

Speaker
Victor Akin (BMA)
Patience Maina (BMA)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Insurance in the Digital Age - Insurance Summit 2025
Insurance in the Digital Age
Date
September 16, 2025
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Market Regulation
Description

Insurance companies are increasingly using advanced technologies to underwrite policies and adjust claims. This can result in quicker claim adjustments and less costly, better-tailored policies for consumers, but it can also lead to improper denials, non-renewals, and other issues. This session will discuss the use of advanced technologies in insurance and what state insurance regulators should know to regulate and ensure fairness for the consumer.

Speaker
Dave Buono (PA)
John Haworth (OR)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Words that Work: Clearer Consumer Messaging - Insurance Summit 2025
Words that Work: Clearer Consumer Messaging
Date
September 16, 2025
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Communications
Description

Confused consumers don鈥檛 engage鈥攃lear communication is key. Join 不良研究所官方 Consumer Representative Brenda Cude for a hands-on session that will help you break down complex insurance terms into language your audience can actually understand. You鈥檒l practice translating real-world examples, explore tools for simplifying your messaging, and walk away with practical strategies to make your communications more accessible, relatable, and effective.

Speaker
Brenda Cude (University of Georgia)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Communications and Marketing
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
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 (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
For the Love of Large Language Models - Insurance Summit 2025
For the Love of Large Language Models
Date
September 16, 2025
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Predictive Analytics
Description

This session will explore Large Language Models (LLMs) and their implications for the insurance industry. We'll start with a brief history of LLMs and a high-level mathematical introduction. Then, we'll explore different kinds of LLMs and discuss real-world use cases, highlighting both the benefits and potential pitfalls and identifying potential compliance issues. This session will provide a platform for regulators and industry professionals to share ideas, voice concerns, and learn more about the impact of LLMs in insurance.

Speaker
Dorothy Andrews (不良研究所官方)
Roberto Perez (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
N/A
Reinsurance Revealed: Bridging Risk, Rates, and Resilience - Insurance Summit 2025
Reinsurance Revealed: Bridging Risk, Rates, and Resilience
Date
September 16, 2025
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Policy Research
Description

This session offers a dynamic dive into the fundamentals of property/casualty reinsurance. Attendees will explore how reinsurance shapes regulatory perspectives, impacting both solvency protection and rate adequacy. The session will also highlight the critical intersection between pricing and financial stability, emphasizing how reinsurance serves as the connective tissue between them. It鈥檚 perfect for professionals seeking to understand not just the 鈥渨hat,鈥 but the 鈥渨hy it matters鈥 of reinsurance in today鈥檚 regulatory environment.

Speaker
Tim Barnett (不良研究所官方)
Joseph Wu (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Pharmacy Benefit Manager Exam Standards - Insurance Summit 2025
Pharmacy Benefit Manager Exam Standards
Date
September 16, 2025
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Market Regulation
Description

Pharmacy benefit managers are integral in the movement and cost of your prescription鈥攆rom the manufacturer to the pharmacist, and ultimately, to you. As more states are examining PBMs, hear from the leadership of the D Committee and the Pharmacy Benefit Management (D) Working Group on their efforts to develop consistent standards for the examination of PBMs and the licensure or registration of PBMs.

Speaker
Joylynn Fixx (WV)
Susan Jennette (DE)
Ashley Scott (OK)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
National Fraud Trends - Insurance Summit 2025
National Fraud Trends
Date
September 16, 2025
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Anti-Fraud
Description

This session will explore insurance fraud in detail, examining recent tactics used by fraudsters and the strategies employed to combat them. Attendees will learn about financial tools and market conduct reviews that assist investigations, while exploring real-world insurance fraud cases. This session is valuable for those seeking to understand current schemes and practical methods to effectively counteract fraudulent activities.

Speaker
Michelle Rafeld (Coalition Against Insurance Fraud)
Brent Walker (Coalition Against Insurance Fraud)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Regulatory Ethics
Corporate Amendments Application in Appian - Insurance Summit 2025
Corporate Amendments Application in Appian
Date
September 16, 2025
12:50 PM - 1:40 PM CT
Location
Hybrid
Type
Financial Regulation
Description

This session will demonstrate the change types that are available in Appian for both domestic and foreign corporate amendments. Additionally, it will highlight best practices for navigating the application process, ensuring compliance with regulatory requirements, and streamlining corporate filings efficiently.

Speaker
Bon Rector (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Lessons Learned from 不良研究所官方 Peer Review Sessions - Insurance Summit 2025
Lessons Learned from 不良研究所官方 Peer Review Sessions
Date
September 16, 2025
12:50 PM - 1:40 PM CT
Location
Hybrid
Type
Financial Regulation
Description

The 不良研究所官方 has scheduled several peer review sessions for 2025, which are a part of ongoing efforts to enhance the quality and efficiency of state insurance examinations. This session will discuss lessons learned and sound practices identified during recent 不良研究所官方 peer review sessions. It will also discuss takeaways from recent financial analysis and examination sessions.

Speaker
Topher Hughes (不良研究所官方)
Audience
Regulator Only
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Safeguarding Insurance Consumers Through Producer Licensing - Insurance Summit 2025
Safeguarding Insurance Consumers Through Producer Licensing
Date
September 16, 2025
12:50 PM - 1:40 PM CT
Location
Hybrid
Type
Cross-Functional
Producer Licensing
Description

Insurance producer licensing is an essential mechanism to ensure that individuals selling or negotiating insurance products are competent and knowledgeable, protecting consumers from fraud and promoting fair practices in the insurance industry. Attend this session to acquire a comprehensive understanding of the importance of safeguarding insurance consumers through Producer Licensing.

Speaker
Karen Hornig (NIPR)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Claims to Fame: When Insurance Meets Influence on Social Media - Insurance Summit 2025
Claims to Fame: When Insurance Meets Influence on Social Media
Date
September 16, 2025
12:50 PM - 1:40 PM CT
Location
Hybrid
Type
Communications
Cross-Functional
Description

In a social media landscape shaped by algorithm shifts, AI-generated everything, and attention spans measured in seconds, how can you ensure important insurance content stands out? In this fast-paced session, learn from current practices, storytelling techniques, and real-world examples to turn complex topics into relatable, shareable content that feels authentic, engages your audience, and reinforces your reputation.

Speaker
Warren Kagarise (King County, WA)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Communications and Marketing
Compliance and Enforcement in Producer Licensing: A Regulator Discussion - Insurance Summit 2025
Compliance and Enforcement in Producer Licensing: A Regulator Discussion
Date
September 16, 2025
1:50 PM - 2:40 PM CT
Location
Hybrid
Type
Producer Licensing
Description

The landscape of producer licensing compliance and enforcement is constantly evolving. This session brings together regulatory professionals to examine current trends, emerging challenges, and effective best practices in this vital area. Engage in a collaborative exchange of producer licensing, compliance topics, and the impact of technology on regulatory oversight.

Speaker
Dave Buono (PA)
Lorie Gasior (LA)
Richard Tozer (VA)
Lee Webb (KY)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
不良研究所官方 Resilience HUB: Nuts and Bolts and State Application - Insurance Summit 2025
不良研究所官方 Resilience HUB: Nuts and Bolts and State Application
Date
September 16, 2025
1:50 PM - 2:40 PM CT
Location
Hybrid
Type
Policy Research
Description

State regulators are committed to strengthening the property insurance market's resilience through proactive mitigation support. One primary tool at their disposal is the Resilience HUB of the Catastrophe Modeling Center of Excellence. Through the HUB鈥檚 subject matter expert engagement team, states gain access to resilience resources, legislative guidance, educational events, community partnerships, and analytical support services. This session will explore the offerings and examine how states are putting them into action.

Speaker
Brian Powell (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Navigating the Future of Cyber Insurance: Insights and Innovations - Insurance Summit 2025
Navigating the Future of Cyber Insurance: Insights and Innovations
Date
September 16, 2025
1:50 PM - 2:40 PM CT
Location
Hybrid
Type
Cybersecurity Data and Technology
Description

Join us for an insightful session where we will explore the evolving landscape of cyber insurance. This event will cover the importance of cyber insurance in today鈥檚 digital world, the challenges faced in underwriting, and innovative approaches to tackle these issues. We will also discuss the critical roles of incident response teams and breach counsel firms in managing cyber incidents. Participants will have the opportunity to hear from experienced industry professionals and engage in a dynamic Q&A session.

Speaker
Colton Schulz (ND)
Tara Bodden (At-Bay)
Lindsay Nickle (Constangy)
Christine Reese ( Zurich North America)
Emily Short (The Baldwin Group)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Protecting Your Pets - Insurance Summit 2025
Protecting Your Pets
Date
September 16, 2025
1:50 PM - 2:40 PM CT
Location
Hybrid
Type
Market Regulation
Description

Pets are family, and the cost of keeping them healthy can be wallet-busting. As the demand for pet insurance increases, the 不良研究所官方 has expanded its focus on regulatory standards, data collection, and oversight across states. Learn about the new model law, market conduct examination standards, how agents and brokers are being licensed in different states, and the freshest results from the first Market Conduct Annual Statement collection of pet insurance data.

Speaker
Matt Gendron (RI)
John Haworth (OR)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Update on Key Life Actuarial Initiatives - Insurance Summit 2025
Update on Key Life Actuarial Initiatives
Date
September 16, 2025
3:10 PM - 4:00 PM CT
Location
Hybrid
Type
Financial Regulation
Description

The 不良研究所官方鈥檚 Life Actuarial (A) Task Force has been especially active in 2025, advancing several key initiatives for implementation by year-end 2025 and into 2026. Attendees of this session will hear from state insurance regulators and 不良研究所官方 staff who are directly involved in work on the implementation of the Generator of Economic Scenarios (GOES), the Valuation Manual (VM)- 22, Principle-Based Reserve Framework for Non-Variable Annuities, and the Asset Adequacy Testing for Reinsurance Actuarial Guideline. The information covered will include background and drivers of the initiatives, implementation considerations, and next steps.

Speaker
Fred Andersen (MN)
Pete Weber (OH)
Amy Fitzpatrick (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Let's Talk Licensing: An Industry Roundtable Discussion - Insurance Summit 2025
Let's Talk Licensing: An Industry Roundtable Discussion
Date
September 16, 2025
3:10 PM - 4:00 PM CT
Location
Hybrid
Type
Producer Licensing
Description

Producer licensing presents a unique set of challenges and opportunities for the insurance industry. This interactive roundtable session fosters a collaborative environment where participants share best practices, explore solutions, and discuss upcoming legislative updates. Bring your questions, your successes, and your pain points as we engage in a dynamic dialogue aimed at improving efficiency, navigating regulations, and shaping the future of producer licensing together.

Speaker
Wes Bissett (The Bellemore Group)
John Fielding (Fielding Strategies)
Kate Jenson (Steptoe)
Karen Hornig (NIPR)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Catastrophes and Their Aftermath - Insurance Summit 2025
Catastrophes and Their Aftermath
Date
September 16, 2025
3:10 PM - 4:00 PM CT
Location
Hybrid
Type
Market Regulation
Description

Disasters like wildfires, hurricanes, tornadoes, earthquakes, and flooding spare no corner of the U.S. Their impact on insurance extends far beyond the initial event, affecting claims, renewals, and future preparedness. This session will examine how insurance regulators navigate the complex aftermath鈥攅nsuring policyholders recover, maintaining industry stability, and preparing for the next inevitable catastrophe.

Speaker
Ryan Blakeney (MS)
Brad Gerling (MO)
Sheryl Parker (FL)
Mike Peterson (CA)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Shaping the Headlines: Communication Outreach and Response - Insurance Summit 2025
Shaping the Headlines: Communication Outreach and Response
Date
September 16, 2025
3:10 PM - 4:00 PM CT
Location
Hybrid
Type
Communications
Description

In today鈥檚 fast-paced media landscape, preparedness is key when responding to tough inquiries, bad press, and other high-stakes public-facing situations. This session will equip you with strategies to confidently represent your insurance department. Learn how to craft credible holding statements, build proactive local media relationships, and position your DOI as a trusted resource for consumers鈥攅specially when it matters most.

Speaker
Dean Davis (Davison Strategic Communications)
Alana LaFlore (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Communications and Marketing
Effective Governance and Risk Management Practices for Complex Investment Strategies - Insurance Summit 2025
Effective Governance and Risk Management Practices for Complex Investment Strategies
Date
September 16, 2025
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Financial Regulation
Description

This session will discuss the type of governance and risk management practices that insurers should have in place to effectively oversee complex investment strategies and holdings. It will also discuss questions and testing that regulators can perform to evaluate the effectiveness of insurer risk management practices in this area. Additionally, the session will highlight emerging trends and provide actionable insights to help industry professionals navigate the evolving regulatory landscape with confidence.

Speaker
Ed Toy (RRC)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Small Group Health Insurance: Recent Developments - Insurance Summit 2025
Small Group Health Insurance: Recent Developments
Date
September 16, 2025
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Policy Research
Description

This session discusses the myriad obstacles small businesses face in providing health insurance coverage for their employees. While providing health insurance in a small group setting has always been problematic, recent developments鈥攑articularly increases in the cost of health care鈥攈ave exacerbated the problem. The session will explore various strategies small businesses can use to provide employee health insurance, along with a balanced discussion of the advantages and disadvantages of each approach.

Speaker
Anqi Chen (不良研究所官方)
Kelly Edmiston (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Missing Data Analysis: An (Abbreviated) Actuarial Perspective - Insurance Summit 2025
Missing Data Analysis: An (Abbreviated) Actuarial Perspective
Date
September 16, 2025
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Cybersecurity Data and Technology
Description

Join us for an insightful session that explores how missing data impacts ratemaking modeling practices and policyholder premium levels. This presentation will cover how missing data can arise in real-world situations, how it may unfairly correlate with certain demographics, how it is handled in modern ratemaking algorithms, and how it may result in biased rating factors.

Speaker
Kevin Burke (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Information Technology
The Importance of Insurance Fraud Referrals鈥擧ow Does It Help Me? - Insurance Summit 2025
The Importance of Insurance Fraud Referrals鈥擧ow Does It Help Me?
Date
September 16, 2025
4:10 PM - 5:00 PM CT
Location
Hybrid
Type
Anti-Fraud
Description

Attend this session to explore the path of insurance fraud referrals. Where and who do they come from? Where do they go? And how are they utilized? In this session, you will gain insight into the referral process and learn how the 不良研究所官方 and the National Insurance Crime Bureau collaborate to ensure states receive the right data to effectively combat insurance fraud.

Speaker
Kyle McCollum (National Insurance Crime Bureau)
Greg Welker (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Regulatory Ethics
Annuity Suitability Best Interest Standard Training (Part 1) - Insurance Summit 2025
Annuity Suitability Best Interest Standard Training (Part 1 鈥 Annuity 101 - The Basics of Annuities)
Date
September 17, 2025
8:00 AM - 9:00 AM CT
Location
Hybrid
Type
Cross-Functional
Description

This session provides attorneys and investigators with a foundational understanding of annuity products and the 不良研究所官方鈥檚 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 One of three sessions that serve as a prerequisite to the Annuity Suitability Workshop.

Speaker
Peter Weber (OH)
Fred Andersen (MN)
Audience
Public
Continuing Education
DRC, CPE, CLE-pending approval
Field of Study
Specialized Knowledge
Statutory Accounting Principles Hot Topics - Insurance Summit 2025
Statutory Accounting Principles Hot Topics
Date
September 17, 2025
8:10 AM - 9:00 AM CT
Location
Hybrid
Type
Financial Regulation
Description

This session will focus on key issues impacting the statutory financial statements and solvency assessments. Topics anticipated include the results of the bond project implementation, progress toward a long-term solution for the interest maintenance reserve (IMR), assessment and reporting of modified coinsurance and funds withheld reinsurance transactions, and other hot topics based on current market and industry reporting trends.

Speaker
Julie Gann (不良研究所官方)
Robin Marcotte (不良研究所官方)
Wil Oden (不良研究所官方)
Jake Stultz (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Accounting
Coordinated Oversight: Collaboration of Licensing and Enforcement for Insurance and Securities Regulators - Insurance Summit 2025
Coordinated Oversight: Collaboration of Licensing and Enforcement for Insurance and Securities Regulators
Date
September 17, 2025
8:10 AM - 9:00 AM CT
Location
Hybrid
Type
Producer Licensing
Description

Licensed individuals often operate in both the insurance and securities industries, necessitating a coordinated approach to regulation. Participants will gain insights into the challenges and opportunities of coordinating regulatory efforts across insurance and securities and obtain a better understanding of how to navigate the complexities of dual regulation to foster a more cohesive regulatory environment.

Speaker
Steve Fromholtz (AZ)
Jared Kirby (IA)
Courtney Khodabakhsh (OK)
Janelle Middlestead (ND)
Tim Mullen (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Aging and Long-Term Care Insurance - Insurance Summit 2025
Aging and Long-Term Care Insurance
Date
September 17, 2025
8:10 AM - 9:00 AM CT
Location
Hybrid
Type
Market Regulation
Description

A panel of 不良研究所官方 Consumer Representatives will address what many see as a growing crisis: rising demand for long-term care services driven by the aging U.S. population, a shrinking paid caregiver workforce, mounting pressure on family caregivers鈥攅specially women鈥攁nd increasing financial strain on both individual and public programs. Panelists will discuss several key insurance concerns, including the decline in traditional long-term care insurance policies, rising rates for legacy policyholders, and the uncertainty surrounding new market entrants. They鈥檒l also cover issues with hybrid policies and challenges states face, such as funding care for those in need-based programs, implementing mandated state-based long-term care insurance for workers, and helping consumers navigate questions and complaints.

Speaker
Bonnie Burns (California Health Advocates)
Brenda Cude (University of Georgia)
Richad Weber (Insurance Fiduciary庐)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Exploring Lloyd's: An Overview for U.S. Regulators - Insurance Summit 2025
Exploring Lloyd's: An Overview for U.S. Regulators
Date
September 17, 2025
8:10 AM - 11:20 AM CT
Location
Hybrid
Type
Special Interest
Description

Explore its history since 1688, its market structure (members, syndicates, etc.), and UK/U.S. regulation. Discover Lloyd's $20 billion U.S. business, its operational methods, key programs, and where it operates. Learn about new product development and how Lloyd's manages risk through scenario and stress testing, presented by its exposure management team. NOTE: This is a 3-hour special interest session that coincides with the 50-minute breakout sessions. Registrants should attend the entire session.

Speaker
Audience
Public
Continuing Education
DRC, CPE
Field of Study
N/A
Best Practices in Utilizing TeamMate+ Software - Insurance Summit 2025
Best Practices in Utilizing TeamMate+ Software
Date
September 17, 2025
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Financial Regulation
Description

This session will discuss best practices for utilizing TeamMate+ software for documenting regulatory analysis and examination projects. Attendees will gain practical insights on optimizing workflow efficiency and leveraging the software鈥檚 capabilities for streamlined collaboration. New functions, features, and tips for using the software will be shared, and time will be allotted for a Q&A session.

Speaker
James Portuguez (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
The Regulatory Edge: Leveraging NIPR for Compliance and Efficiency - Insurance Summit 2025
The Regulatory Edge: Leveraging NIPR for Compliance and Efficiency
Date
September 17, 2025
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Producer Licensing
Description

In today's complex regulatory landscape, maintaining compliance while maximizing efficiency is paramount. This session delves into how NIPR provides a significant "regulatory edge" for state insurance regulators. Learn practical strategies for leveraging NIPR to support a more uniform, streamlined, and efficient licensing process.

Speaker
Tracy Cunningham (ME)
Jason Flanagan (OR)
Courtney Khodabakhsh (OK)
Monicka Richmeier (KS)
Carrie Lee (NIPR)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Human-Centered AI - Insurance Summit 2025
Human-Centered AI
Date
September 17, 2025
9:10 AM - 10:00 AM CT
Location
Hybrid
Type
Cybersecurity Data and Technology
Description

This session explores how artificial intelligence can be designed with people central to its core, creating solutions that enhance, rather than replace, human capabilities. We'll examine practical frameworks for developing AI systems that prioritize user needs, ethical considerations, and accessibility while delivering meaningful value. Through illuminating examples across industries, you'll discover how human-centered approaches are shaping more trustworthy, inclusive, and effective AI applications. Gain valuable insights into how AI systems can be created to truly serve human needs while navigating complex ethical landscapes.

Speaker
James Guszcza (Clear Risk Analytics)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Information Technology
Annuity Suitability Best Interest Standard Training (Part 2) - Insurance Summit 2025
Annuity Suitability Best Interest Standard (Part 2 - Model #275 - What are the regulatory requirements for a best interest recommendation)
Date
September 17, 2025
9:10 AM - 10:10 AM CT
Location
Hybrid
Type
Cross-Functional
Description

This session provides attorneys and investigators with a foundational understanding of annuity products and the 不良研究所官方鈥檚 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 Two of three sessions that serve as a prerequisite to the Annuity Suitability Workshop.

Speaker
Matt Gendron (RI)
Audience
Public
Continuing Education
DRC, CPE, CLE-pending approval
Field of Study
Specialized Knowledge
Unlocking Private Credit: Opportunities & Challenges for Insurers - Insurance Summit 2025
Unlocking Private Credit: Opportunities & Challenges for Insurers
Date
September 17, 2025
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Financial Regulation
Description

This session will include a definition of private credit and a discussion of the factors that have led to an increase in the investment markets. It will also discuss some of the benefits of insurers investing in these products as well as some of the challenges they pose. Additionally, the session will explore regulatory considerations and risk management strategies that can help insurers navigate this evolving investment landscape.

Speaker
Eric Kolchinsky (不良研究所官方)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Response Strategies for Catastrophic Cyber Risk - Insurance Summit 2025
Response Strategies for Catastrophic Cyber Risk
Date
September 17, 2025
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Cybersecurity Data and Technology
Policy Research
Description

Join CIPR research fellow and cybersecurity researcher Unal Tatar as he investigates the complexities of catastrophic cyber risk. This session will explore current market capacity for catastrophic cyber risk and potential strategies for enhancing cyber resilience.

Speaker
Unal Tatar, Ph.D. (University at Albany)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Collaborating to Prevent the Improper Marketing of Health Insurance - Insurance Summit 2025
Collaborating to Prevent the Improper Marketing of Health Insurance
Date
September 17, 2025
10:30 AM - 11:20 AM CT
Location
Hybrid
Type
Anti-Fraud
Description

Join this session to examine the growing concerns surrounding the improper marketing of health insurance and the fraud it fuels. Learn about challenges being faced by states, the federal government, the industry, and consumers, and how these groups are working together to identify bad actors, close regulatory gaps, and strengthen protections. This session will highlight the importance of collaboration in preventing deceptive practices and safeguarding the integrity of the health insurance marketplace.

Speaker
Dave Buono (PA)
Martin Swanson (NE)
Audience
Public
Continuing Education
DRC, CPE
Field of Study
Regulatory Ethics
Annuity Suitability Best Interest Standard Training (Part 3) - Insurance Summit 2025
Annuity Suitability Best Interest Standard (Part 3 鈥 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 不良研究所官方鈥檚 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
Advanced Financial Regulator Training - Insurance Summit 2025
Advanced Financial Regulator Training
Date
September 17, 2025
1:00 PM - 4:30 PM CT
Location
In-Person
Type
Financial Regulation
Description

This annual workshop is intended to 鈥淭rain the Trainer鈥 on advanced financial regulatory topics through in-person discussions and group exercises. After the workshop, the training content is shared with participants for use in local training sessions and meetings. This year鈥檚 workshop will focus on the use of specialists in analysis/exams, offshore reinsurance, and emerging best practices in financial analysis and examination documentation. Intended Audience: Experienced financial regulators with at least five years of experience in solvency regulation or a related field are preferred. One or two participants per jurisdiction who are interested in sharing resources with their home department through training sessions and meetings are recommended.

Speaker
Audience
Regulator Only
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
Annuity Suitability Best Interest Standard Deposition Training Workshop - Insurance Summit 2025
Annuity Suitability Best Interest Standard Deposition Training Workshop
Date
September 17, 2025
1:00 PM - 5:00 PM CT
Location
In-Person
Type
Cross-Functional
Description

Fifty states have adopted annuity 鈥渂est interest鈥 statutes and rules based on the 不良研究所官方鈥檚 Suitability in Annuity Transactions Model Regulation (#275). Attorneys and other state insurance department staff 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. Those who attend this workshop will enhance their understanding of annuities and the best interest standard. Those responsible for enforcing insurance laws, including attorneys, investigators, and analysts, will be better equipped to compile a case file for an enforcement action. After attending two morning breakout sessions that cover annuity basics, participants will apply what they learned through a simulated deposition of a mock producer respondent in this practical, hands-on workshop. Prerequisite: Workshop attendees must attend the two Wednesday morning breakout sessions as a prerequisite to attend the Wednesday afternoon practical training workshop. NOTE: Please work with your state/territory to identify one participant per jurisdiction. Additional regulators are encouraged to join the waitlist, and registration will be reviewed regularly to invite participation as availability allows. Intended Audience: State insurance regulators, including attorneys, investigators, and analysts, who are responsible for enforcing insurance laws.

Speaker
Audience
Regulator Only
Continuing Education
DRC, CLE-pending approval
Field of Study
N/A
CIPR Insurance Regulatory Research Symposium - Insurance Summit 2025
CIPR Insurance Regulatory Research Symposium
Date
September 17, 2025
1:00 PM - 5:30 PM CT
Location
In-Person
Type
Cross-Functional
Description

The 不良研究所官方 Center for Insurance Policy and Research鈥檚 annual Insurance Regulatory Research Symposium is designed to facilitate dialogue and collaboration between state insurance regulators and academics. Each hour-long segment will feature two presentations from academics on an ongoing research project, with time devoted to discussion, feedback, and questions. The segments are designed to be interactive so regulators can increase their understanding of available research on regulatory issues, and academics can receive feedback on their work from policymakers. Intended Audience: This workshop is ideal for regulators whose work spans multiple issues, departments or lines of business, as presentations will cover a wide range of topics and focus areas. It is also recommended for regulators interested in engaging with academic research initiatives related to insurance regulation and public policy.

Speaker
Audience
Regulator Only
Continuing Education
DRC
Field of Study
N/A
Mental Health Parity Reporting Templates - Insurance Summit 2025
Mental Health Parity Reporting Templates
Date
September 17, 2025
1:00 PM - 5:00 PM CT
Location
In-Person
Type
Regulatory Technology Solutions
Description

Join us for an engaging and interactive workshop designed specifically for regulators to gain in-depth knowledge about the OPTins modernization project. Participants will have the opportunity to rotate through various table-topic sessions, experience a comprehensive product demonstration and overview, and receive personalized one-on-one consultations with 不良研究所官方 staff.

Intended Audience: State insurance regulators looking to gain insights and knowledge regarding the OPTins modernization project.

Speaker
Audience
Regulator Only
Continuing Education
DRC, CPE
Field of Study
N/A
Optimizing and Streamlining Your Producer Licensing Processes - Insurance Summit 2025
Optimizing and Streamlining Your Producer Licensing Processes
Date
September 17, 2025
1:00 PM - 4:00 PM CT
Location
Hybrid
Type
Regulatory Technology Solutions
Description

Discover how the National Insurance Producer Registry (NIPR) can revolutionize your approach to managing insurance producer licensing. This targeted session will explore NIPR鈥檚 powerful tools and services to simplify licensing oversight, improve compliance, and reduce administrative burden. Stay for an in-depth look at how NIPR integrates seamlessly with the State Based Systems (SBS) platform, creating a unified, efficient licensing ecosystem. Don鈥檛 miss this opportunity to enhance your regulatory processes with smart, scalable solutions. Intended Audience: The workshop will be divided into three parts: the first will bring together state regulators and industry professionals鈥攁nyone who interacts with NIPR. The second part will focus specifically on state regulators who use both NIPR and SBS. The final session will be dedicated to regulators interested in the 不良研究所官方's EDP.

Speaker
Audience
Regulator Only
Continuing Education
DRC
Field of Study
N/A
CIPR Insurance Regulatory Research Symposium - Insurance Summit 2025
CIPR Insurance Regulatory Research Symposium
Date
September 18, 2025
8:30 AM - 12:00 PM CT
Location
In-Person
Type
Cross-Functional
Description

The 不良研究所官方 Center for Insurance Policy and Research鈥檚 annual Insurance Regulatory Research Symposium is designed to facilitate dialogue and collaboration between state insurance regulators and academics. Each hour-long segment will feature two presentations from academics on an ongoing research project, with time devoted to discussion, feedback, and questions. The segments are designed to be interactive so regulators can increase their understanding of available research on regulatory issues, and academics can receive feedback on their work from policymakers. Intended Audience: This workshop is ideal for regulators whose work spans multiple issues, departments or lines of business, as presentations will cover a wide range of topics and focus areas. It is also recommended for regulators interested in engaging with academic research initiatives related to insurance regulation and public policy.

Speaker
Audience
Regulator Only
Continuing Education
DRC
Field of Study
N/A
Advanced Financial Regulator Training - Insurance Summit 2025
Advanced Financial Regulator Training
Date
September 18, 2025
9:00 AM - 12:00 PM CT
Location
In-Person
Type
Financial Regulation
Description

This annual workshop is intended to 鈥淭rain the Trainer鈥 on advanced financial regulatory topics through in-person discussions and group exercises. After the workshop, the training content is shared with participants for use in local training sessions and meetings. This year鈥檚 workshop will focus on the use of specialists in analysis/exams, offshore reinsurance, and emerging best practices in financial analysis and examination documentation. Intended Audience: Experienced financial regulators with at least five years of experience in solvency regulation or a related field are preferred. One or two participants per jurisdiction who are interested in sharing resources with their home department through training sessions and meetings are recommended.

Speaker
Audience
Regulator Only
Continuing Education
DRC, CPE
Field of Study
Specialized Knowledge
SBS for State Insurance Regulators - Insurance Summit 2025
SBS for State Insurance Regulators
Date
September 18, 2025
9:00 AM - 12:20 PM CT
Location
Hybrid
Type
Regulatory Technology Solutions
Description

Discover how State Based Systems (SBS) is transforming the way insurance regulation is managed at the state level. This high-level workshop is tailored for state insurance regulators and offers a comprehensive look at the powerful tools SBS provides to support licensing, consumer services, enforcement, and more. You鈥檒l gain valuable insights into: - The current suite of SBS products and capabilities. - How SBS streamlines regulatory workflows and improves efficiency. - What鈥檚 coming next: a preview of upcoming features and enhancements. Whether you're new to SBS or looking to stay ahead of emerging developments, this session will help you make the most of the platform鈥檚 evolving capabilities. Intended Audience: State insurance regulators new to or experienced with SBS.

Speaker
Audience
Regulator Only
Continuing Education
N/A
Field of Study
N/A