2026 SOFE Career Development Seminar

Baker Tilly is proud to be sponsoring the 2026 Society of Financial Examiner’s (SOFE) Career Development Seminar taking place in Orlando, Florida from July 26-29. Through lectures, roundtables and interactive discussions, participants will learn of the latest developments, current issues and new solutions in the regulation of insurance organizations.  

Several of our insurance industry specialists will be attending the seminar and hosting sessions on topics ranging from information technology (IT) and the Model Audit Rule (MAR) to artificial intelligence (AI) regulations and NAIC requirements. View the full agenda details here.  

Baker Tilly-hosted sessions 

July 27, 8-8:50 a.m. ET
Creating Examination Magic Without Sacrificing Quality
Clarissa Crisp and Kelsey Barlow 

July 27, 9-10:15 a.m. ET
Keeping the Examination World Running When I.T. General Controls Lose Their Magic
Russell Sommers, Dennis Schaefer and Jessie Adamson 

July 27, 1:15-2:05 p.m. ET
Why ORSA Helps Regulators Understand the Wonderful World of Risk
Jessie Adamson and Kelsey Barlow 

July 28, 1:15-2:05 p.m. ET
How the Model Audit Rule Creates Trust and Magin Behind the Scenes
John Romano and Clarissa Crisp 

July 28, 2:15-3:05 p.m. ET
Pulling Back the Curtain on Performing Artificial Intelligence Audits Based on NAIC Requirements
Russell Sommers and Dennis Schaefer 

July 29, 10:10-11 a.m. ET
The Magic Behind the Numbers: Leveraging NAIC Financial Analysis Frameworks for Risk Surveillance
Jessie Adamson and Kelsey Barlow 

Who should attend. This seminar is offered for intermediate and advanced financial examiners and analysts who have previous professional experience in the regulatory examination or analysis of insurance organizations  

Don’t forget to visit our exhibit booth to speak with our specialists. See you there!  

More than a Merger. A Multiplier. Baker Tilly and Moss Adams have joined forces – we are now one, operating as a single firm under the Baker Tilly name. Together, we’re setting a new standard of what a national middle market leader can be to the financial services industry.