Insurance

Navigating the ever-changing insurance industry while also meeting compliance requirements and staying ahead of quickly developing technology can be overwhelming. Chart your legacy and reach your financial and operational goals: Your journey starts here.

Featured

The regulatory implications of AI and ML for the insurance industry

Featured

2025 SOFE Career Development Seminar session insights

Digital tools: phone, computer and notepad

Featured

Updates from the Statutory Accounting Principles Working Group’s March 2025 spring national meeting

Featured

Tariffs and the insurance industry: Strategic impacts and actionable insights for insurance organizations

Featured

The hidden costs of noncompliance: Why investing in AML/CFT is critical 

Insurance

Article

The GENIUS Act: What businesses need to know about the new stablecoin framework

Article

Understanding FDICIA compliance: A guide for financial institutions

Article

Artificial intelligence: Exploring the uses, risks and rewards to advance your organization

Updates from the Statutory Accounting Principles Working Group’s August 2025 summer national meeting and May 2025 interim meeting

Article

The regulatory implications of AI and ML for the insurance industry

Article

2025 SOFE Career Development Seminar session insights

Article

Sanctions compliance isn’t just for banks: Why continuous monitoring is critical

Article

RIAs: Thinking the FinCEN AML final rule is no big deal? Think again.

Whitepaper

Enhanced strategic risk management, explorers under northern lights

Enhanced enterprise risk management and strategic decision-making

Article

How modern ERM can help you prepare for this era of uncertainty

In the News

The cost of risk and insurance weighs heavily on a vital sector

Article

Team meeting to discuss strategy in a conference room

10 key considerations for a successful Model Audit Rule (MAR) program

Webinar

The importance of risk metrics, KRIs and KPIs to your ERM framework

Article

Tariffs and the insurance industry: Strategic impacts and actionable insights for insurance organizations

Article

Updates from the Statutory Accounting Principles Working Group’s March 2025 spring national meeting

In the News

Working on cell phone to invest in cryptocurrency and bitcoin

Money laundering risks in 2025 with Crystal Trout

In the News

Abstract artificial intelligence data points

The BI interview with David Hickey of Baker Tilly

Case Study

Fintech startup boosts investor confidence by solving complex accounting issues

Case Study

Chef preparing a plate in a gourmet restaurant

Supporting strategic growth for a property and casualty insurer

Article

Silhouette of people in city connected digitally

Building consumer-centric healthcare engagement

Whitepaper

A man and a woman analyzing IT data together

Cyber business interruption report

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Health Plan Solutions

Financial Services

Insurtech

Stairs and columns outside government building

Insurance Regulators

WebinarOct 23

Cybersecurity in the financial services industry: Debunking quick fixes and investing in what really works

Carol Bolles

Principal

CPA

Kenneth N. Hugendubler

Principal

CPA

Simon P. Oddy

Principal

FCA, CFE, MCIArb

John Romano

Principal

CIA, CFE, CITP, CSM

Russell Sommers

Principal

CISA

Jonathan Zeigler

Managing Principal

CPA, CITP

Protect and enhance your value

Create your own future with a proactive and collaborative relationship geared towards growth-oriented solutions. Our team specializes in all aspects of the insurance industry – including property and casualty (P&C) and life insurers, health plans, insurtechs, insurance regulators, reinsurance and captive insurance companies – and will help to not only protect your value, but enhance it. By improving operations tailored for your organization, you can overcome challenges and disruptions thrown your way.

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