JLK Rosenberger at IASA Xchange in Baltimore

June 5th-8th, 2022

Join Our Session

Insights and Strategies for Implementing ESG Reporting
Date: Sunday, June 5th, 2022
Time: 3:15PM – 4:15PM EST
Location: Virtual
Speakers: Bill Rosenberger, CPA and Martin Watson, CA

The Centre for the Study of Financial Innovation (CSFI) conducts an annual survey detailing the risks facing the global insurance sector. The 2021 survey revealed that climate change is the fastest rising risk and it moved into the top five for the first time. The effects of climate change are already being felt and the demand from shareholders, governments, regulators and rating agencies for ESG reporting is quite a change for most insurers. While larger insurers have the ability to dedicate significant resources to formulating their strategy around climate change, smaller insurers are less able to stand up large programs in the same manner. The EU has led in climate change reporting, so we have performed a review of ESG reporting across the insurance sector in the UK and US to date and looked at what smaller insurers may be able to learn from larger insurers who already have their public disclosures up and running, or smaller insurers who have already made good progress.

Visit our Booth

Find us at the front of the show in booth #711. View the exhibitor map for more details. 


Missed our Presentation on ESG? Catch our Webinar:

ESG for Insurers: Like it or Not, Here it Comes
Date: Wednesday, July 27, 2022
Time: 9:00 – 10:00 AM PST
Location: Webinar/Virtual
Speakers: Bill Rosenberger, CPA and Martin Watson, CA

Register here


Our Insurance Services

When selecting professional advisors to help navigate the shifting waters of the insurance industry, you need to choose a specialist firm. We work with traditional insurers, pure member and captives/micro captives, insurance trusts, insurtech companiespublic entity risk pools, and title insurance companies.

  • Agreed Upon Procedures (AUP)
  • Statutory Basis Financial Statements
  • GAAP Basis Financial Statements
  • SEC Registration Statements – S1 and S3, periodic reports on 10K and 10Q for accelerated filers and small reporting companies
  • Service Organization Control (SOC) Report – SOC 1, SOC 2 and SOC 3 reports
  • Compliance and Consulting
  • Statutory Basis Tax Provisions
  • GAAP Basis Tax Provisions
  • NAIC Annual and Quarterly Statement Preparation
  • Regulatory Compliance
  • Underwriting Policies and Procedures Review
  • Claims File and Procedures Review
  • Subrogation and Salvage
  • Market Conduct Examination
  • Special Investigations
  • Mergers and Acquisitions
  • Strategic Business Plans
  • Company Formation and Licensing
  • Cybersecurity & IT Best Practices Review
  • Managed Security Services
  • Full Stack Managed Services

Contact Us

Discover a better option in insurance accounting, consulting, audit, and tax services. For additional information on our firm, approach and insurance company services, click here to contact us. We look forward to hearing from you!

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