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Insurance & Financial Institutions Conference

This dynamic two-day event, designed for CPAs and industry professionals, offers a wealth of knowledge across multiple tracks.

November 11 & 12, 2026

9:00 a.m. – 4:45 p.m.

Webcast

Watch live from your preferred location.

CPE Credits: 16-Mixed

(8 per day)

Join industry experts for two days covering the issues shaping insurance and financial institutions today. Hear directly from leaders within the profession, and leave with practical strategies you can apply immediately to better serve your clients.

 

What You’ll Gain:

  • The latest GAAP, tax, and regulatory updates specific to insurers and financial institutions
  • Practical insight into risk management topics like CECL, internal controls, and private credit
  • A clearer view of how AI is being adopted, and where it's failing, across finance and insurance
  • Perspective on the broader economic landscape and its impact on the banking sector

Thank you to our Premier Platinum and Gold Sponsors

gallagheraffinity PremierNow Payroll & HR

Registration

November 11 & 12, 2026
Full Conference

Member - $789
Nonmember - $889

November 11, 2026
Day 1

Member - $389
Nonmember - $489

November 12, 2026
Day 2

Member - $389
Nonmember - $489

Group Registration

Save 10% when you register two or more from the same firm. Call (215) 496-9272.

Credits

CPE Credits: 16-Mixed

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.