Speaking Engagements
Connecting the Dots: From Custodian Interview to the Review Platform
December 11, 2025 | 12:00 PM – 1:00 PM ET
This presentation will cover the legal and regulatory compliance nuances relating to offering insurance alongside a customer’s purchasing journey for other products and services. Offering insurance at a “point of checkout” or as part of a bundled product/service package may be an attractive marketing strategy, but there are a myriad of associated legal and regulatory compliance considerations and practical challenges.
- Is the core vendor properly licensed to sell insurance or is that vendor otherwise structuring the process to make sure a licensee handles the insurance transaction component?
- Is the “package” of products/services permissible under state insurance laws?
- Are insurance sales commissions being shared in a proper manner?
- Do challenges become more difficult in the excess and surplus lines insurance markets?
These questions and others will be explored in this presentation.
Insight Industries + Practices
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ON24
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Navigating the Current Distressed CMBS Market: Strategies for Lenders; Opportunities and Challenges
December 9, 2025 | 1:00 PM – 2:30 PM ET
Webinar
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CompensationStandards.com Webcast – Equity Award Approvals: From Governance to Disclosure
December 3, 2025 | 2:00 PM – 3:00 PM ET
Virtual