2019 CDS Call for Presentations Submission Form

July 21-24 – Peabody Hotel – Memphis, Tennessee

Educational sessions at the 2019 Seminar will be 50 or 75 minutes in length and will be presented by a mix of current members and professionals in the insurance field. All sessions must qualify for continuing education credits with SOFE, NASBA and/or ISACA. Attendance at CDS ranges between 500 and 550 attendees.

At the expense of SOFE, non-member speakers may be eligible to receive lodging for one night. General session presenters may be eligible for compensation and/or additional travel expense reimbursement at the discretion of the SOFE CDS Program Committee. Potential speakers are reminded that SOFE is a non- profit organization and the Society looks for speakers who see the value in presenting to key members of the insurance regulatory community. Speaker selection will take into consideration the cost of speaker compensation.

Speaker Information

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Best phone number to reach you

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What percentage of your time is spent working with SOFE members and/or state insurance department personnel?

Session Information


  • If your presentation will qualify for accounting, auditing, or taxation continuing education credit, presentations meeting National Association of State Boards of Accountancy (NASBA) Statement on Standards for CPE Programs, Standard No. 5, require participation of at least one licensed CPA (in good standing and holding an active license or the equivalent of an “active” CPA license in a U.S. jurisdiction) in the development of every program.
  • Presentations should include learning objectives and outcomes to clearly demonstrate the participants in the learning activity will achieve professional competency.
  • Learning activities should be developed in a manner consistent with the prerequisite education, experience, and advance preparation of participants.
  • Presentations must use current and technically accurate materials that are effectively designed. Course documentation must contain the most recent publication, revision, or review date. Courses must be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc.
  • Group live programs must employ instructional methods that clearly define learning objectives, guide the participant through a program of learning, and include elements of engagement within the program.
    • Group discussion, polling questions, instructor-poses questions with time for participant reflection, or use of a case study
    • Must have real time instructor including opportunity to ask questions and receive answers during the presentation
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Select the one that best aligns with the NASBA requirements. 


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If you have chosen Panel Discussion, please provide the names and company names of additional panelists. If you have chosen Lecture, please enter 'Not Applicable'

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The Title of Program for inclusion in CDS program and agenda

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Session description for inclusion in CDS program and agenda (50 word maximum)

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Name of participating CPA for presentation qualifying for NASBA Continuing Professional Education (CPE) or enter 'Not Applicable'

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If chosen, are you agreeable for your session to be recorded and streamed live?

 
 
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Standard equipment includes screen, projector, PC laptop connection, and wired microphone(s).

 
 
 

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Enter any expense reimbursements (subject to approval by the CDS Program Committee) for the following:

  • Transportation
  • CDS Registration Fee
  • Hotel Room (Number of Nights)
Or enter "None" if you do not have any.
Concessions will be approved at the discretion of the CDS Programs Committee. 
SOFE Members will not be eligible for concessions.

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Detailed bio for speaker introduction and inclusion in CDS Conference brochure.
Unformatted text only.

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Upload professional photo for inclusion in CDS Conference brochure

Upload professional photo 2 for inclusion in CDS Conference brochure
If you have a Panel of 2 or more speakers, please send remaining photos to sofe@sofe.org.


Enter any additional information you would like to provide

(maximum of 2000 characters)