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Insurance & Financial Institutions Conference

Sponsored by   UDNI

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

November 12 & 13, 2025

10:00 a.m. – 3:45 p.m.

Webcast

Watch live from your preferred location.

CPE Credits: 12-Mixed

(6 per day)

Join experts on insurance and financial institutions to discuss key issues and opportunities and discover new sectors on the rise. Receive insurance and banking industry updates on regulations, tax, investing, and more so you are the best equipped to serve clients in these industries. Access education tailored to your specific needs so that you can implement meaningful insights and strategies.

Thank you to our Premier Platinum and Gold Sponsors

gallagheraffinity PremierNow Payroll & HR

Registration

November 12 & 13, 2025
Full Conference

Member - $599
Nonmember - $699

ClassPass: 12 hours

November 12, 2025
Day 1

Member - $299
Nonmember - $399

ClassPass: 6 hours

November 13, 2025
Day 2

Member - $299
Nonmember - $399

ClassPass: 6 hours

Group Registration

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

Credits

CPE Credits: 12-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.