2026 Insurance Accounting Summit

Specialized Education for Insurance Accounting Professionals

Join us on November 5 for a full-day education event just for insurance accounting professionals. You'll get 5 CPE credits on current issues and topics focused on the ever-changing statutory accounting environment. Network with your peers and learn from leaders in the insurance industry. Register soon to order your limited edition Larson vest. Sizing charts can be found below.

Date: Thursday, November 5

Registration and Breakfast: 8:30am - 9am
Training: 9am - 3:00pm
Lunch: 12pm -1:00 pm

Location: Larson & Company's Salt Lake City office, 11240 S. River Heights Dr., Suite 300, South Jordan, UT 84095

Cost: $100 per attendee

Breakfast and lunch will be served.

Full agenda available below.

FULL EVENT AGENDA

5 cpe credits will be available for this event

8:30 am - 9:00 am	Welcome Breakfast and Networking: Allison Johnson, CPA, Larson & Company
9:00 am -9:50 am	Cybersecurity and Recent NAIC Regulations: Greg Marks, CISA, Larson & Company What is Model Law 668? Why does it apply to Utah companies even though Utah has chosen not to adopt? And what do you need to do to protect your organization from cyber criminals in this day and age?
9:50 am - 10:00 am	Networking Break
10:00 am - 10:50 am	Tax Updates and Strategic Planning For Insurance Companies: Michael Warady, CFP, Chief Revenue Officer and Dave Shereda, Managing Director, Tri-Merit Tax Advisors Explore tax updates and strategic planning opportunities for insurance companies, with a focus on purchasing transferable tax credits to reduce federal tax liability and strengthen cash flow. Learn key considerations for evaluating credit purchases and managing risk, along with how R&D tax credits and cost segregation can complement your company’s broader tax plan.
10:50 am - 11:00 am	Networking break
11:00 am - 11:50 am	Economic & Capital Market Outlook for the Second Half of 2026: William Greiner, Chief Economist, Mariner Wealth Advisors Join us for a session of capital markets insight with Bill Greiner, chief investment strategist at Mariner Wealth Advisors. Recognized as a leading industry voice, Bill's insights have been featured in publications such as Barron's, The Wall Street Journal and BusinessWeek.
11:50 am - 1:00 pm	Lunch
1:00 pm - 1:50 pm	AI + Jobs to Be Done: Daniel Alberson, Founder and CEO, Punchcard Discover how AI can move from chat messages to delivering real value as agents. Agents can work alongside you in real time or proactively take actions on your behalf on their own. We’ll also discuss how to de-risk purchasing AI software and show real world examples of emerging tech you can put to work now.
1:50 pm - 2:00 pm	Networking Break
2:00 pm - 2:50 pm	Ethics Presentation: Diane Nesbit, CPA, and James Davis, CPA, Larson & Company Diane and James will give an ethics presentation which will fulfill your ethics CPE requirement.

2:50 pm - 3:00 pm	Closing Remarks and Thank You: Allison Johnson, CPA, Audit Partner, Larson & Company

William Greiner, Chief Economist, Mariner Wealth Advisors

As the chief economist of Mariner, Bill Greiner drives the economic and capital markets outlook for the firm and supports the investment team with tactical asset allocation decisions. His capital markets and investment experience spans nearly 40 years.As the firm’s chief economist and spokesperson, Bill is sought after for his expertise and has appeared on hundreds of local and national business news outlets. He has also been featured in respected financial publications, such as Barron’s, The Wall Street Journal and BusinessWeek.

He is an Alumni Fellow and Honorary Doctor of Commerce, Washburn University. Bill is a former trustee and board member of the Washburn University Foundation.

Michael Warady, CFP, Chief Revenue Officer, Tri-Merit

Michael Warady is Chief Revenue Officer at Tri-Merit, where he leads the firm's revenue strategy, sales organization and CPA partner relationships. With more than 20 years in the specialty tax industry, Michael partners with CPA firms nationwide to expand the value they deliver through services such as cost segregation, the R&D tax credit, and energy incentives. He holds a degree in Economics from the University of Iowa and is a CERTIFIED FINANCIAL PLANNER™.

Dave Shereda, Managing Director, Energy Services, Tri-Merit

Dave Shereda is Managing Director of Energy Services at Tri-Merit, where he leads the firm's energy incentives and tax credit practice. With more than 25 years of experience spanning manufacturing, tax, and renewable energy, including extensive work in the automotive, aluminum, and building products sectors, Dave helps businesses and their advisors turn complex energy incentives into real value. He holds a Bachelor's degree in Manufacturing Systems Engineering and is a certified HERS rater.

Greg Marks, CISA, Risk Assurance Manager

Greg Marks is integral to our SOC audit practice through his keen eye for detail and pleasant interactions with clients. Greg knows that auditors and auditees are on the same team. Greg joined the firm in early 2023. Before he joined the firm, he obtained experience as a developer in an agile environment. He also deployed several webapps using AWS, GCP and other cloud service providers. This experience gives him the knowledge needed to deeply understand your environment and avoid any unnecessary confusion.

Greg embraces continuous learning and recently received the CISA certification. He is passionate about staying informed on emerging technologies and their impact on audit practices.

Diane Nesbit, CPA, Audit Partner

Diane Nesbit has over 20 years of experience in public accounting and has been with Larson & Company since 2000. Diane specializes in working with traditional and captive insurance companies and employee benefit plans. Diane is well known for her excellent communication and follow-up skills. Her clients appreciate her attention to detail, and her quick and efficient manner. Diane is committed to the success of her clients and always makes sure their regulatory filing needs are met on time and within budget.

As Quality Control Partner for Larson & Company, she leads the firm with her technical expertise. She is well versed in all the relevant accounting and auditing standards and regulation as specified by the AICPA, GAAS, NAIC, and FASB.

James Davis, CPA, Senior Audit Manager

James Davis is a senior audit manager who has been with Larson & Company since 2016 and has become one of our most in-demand auditors in that time. James is an insurance audit specialist and has worked with many of our insurance clients. His clients appreciate his friendly, approachable manner, his ability to train and lead a team, and his understanding of complex issues.

James enjoys interacting with clients and answering their questions. He is also specialized in captive insurance, large consolidation audits, small and medium business audits, and SOC auditing.

Allison Johnson, CPA, Audit Partner

Allison Johnson is an audit partner at Larson & Company. She has developed a strong expertise in working with and directing audits of insurance and captive insurance audits as well as nonprofit organizations. As the education specialist and leader of the Insurance Practice Development Group, Allison is actively involved in keeping clients and Larson & Company employees up to date on NAIC adoptions and exposure drafts.

Allison started with Larson & Company in 2012 and has been a valuable addition to our audit department. Allison is gifted with the ability to work with any type of insurance company, including life and health insurance, captive insurance, and property and casualty insurance companies.