Presentation Submission Guidelines

ITC Call for Presentations

The Insurance Tax Conference (ITC) is pleased to announce its first-ever Call for Presentations, inviting industry leaders and subject matter experts to contribute to a dynamic and forward-looking educational program at the 2026 Insurance Tax Conference, November 5-6, 2026, at the Omni Orlando at Championsgate. As the premier forum for insurance tax professionals, ITC is committed to delivering high-quality, relevant, and engaging content that reflects the evolving landscape of tax issues relevant to those in the  insurance industry. We welcome proposals that offer technical depth, practical application, and innovative perspectives across a range of topics—from core tax issues to emerging trends shaping the future of the industry.

All ITC conference attendees are insurance tax professionals with experience ranging from 2 years to over 50 years of experience.  The attendees represent a broad range of insurance industries (life and annuity, property and casualty, reinsurance, and warranty companies to name a few) and professional experience (from in-house corporate tax professionals of both insurance companies and investors in insurance companies to tax and legal advisors from professional services firms and independent industry tax professionals).  Course design should indicate if it would be most appropriate for a certain subset of attendees.

ITC Course Development

The ITC conference agenda is thoughtfully curated by the ITC Board of Directors, who also serve as session moderators. This dual role ensures both strategic oversight and hands-on involvement in shaping high-quality content.

For selected submissions, the final presenters will be selected by the assigned moderator and the person submitting the session proposal. Selected presenters will represent leading industry experts, generally with deep experience across accounting, tax, and legal disciplines (other expertise, such as actuarial, technology, workplace design may also be relevant). These experts are responsible for developing session content that is timely, relevant, and technically robust.

To maintain the highest standards, moderators actively review all course materials, collaborating with presenters to refine content as needed. This process ensures each session delivers clear, accurate, and practical insights aligned with current industry developments.

Session Submission Guidelines

To ensure all sessions meet educational and accreditation standards, please include the following elements in your proposal. Submissions should be clear, complete, and aligned with the intended audience and learning outcomes.

1.Course Description

The course description is a critical component of your submission and may be used in conference materials and for CPE compliance. It must clearly communicate the purpose, relevance, and value of your session to prospective attendees.

Your course description should include the following elements:

Clear Topic Overview

  • Provide a concise summary of the subject matter
  • Clearly state what the session will cover
  • Avoid vague or overly broad descriptions

Relevance to the Audience

  • Explain why the topic matters now
  • Identify the key issues, trends, or challenges being addressed
  • Help attendees understand the importance of the session

Key Content Areas

  • Highlight the main themes or topics that will be discussed
  • Focus on practical and technical aspects where applicable
  • This should align with your learning objectives

Practical Value / Takeaways

  • Describe what participants will gain from attending
  • Emphasize real-world application, insights, or skills

Writing Guidelines

  • Length: 2–4 concise sentences (approximately 75–150 words)
  • Focus on participant benefit, not speaker credentials
  • Avoid marketing language, jargon, or promotional content

What to Avoid

  • Do not describe what the instructor will do (“This session will walk you through…”)
  • Do not include learning objectives verbatim
  • Do not include overly technical detail that limits clarity

2. Learning Objectives

Provide 2–4 measurable learning objectives that clearly describe what participants will be able to do after completing the course.

Guidelines:

  • Use action verbs (e.g., identify, evaluate, apply, analyze)
  • Focus on practical outcomes
  • Avoid vague terms like “understand” or “learn”
  • Focus on what participants will learn or be able to do (take-aways) —not what the instructor plans to cover

3. Prerequisites

State any required prior knowledge or experience participants should have before attending.

Examples:

  • “Basic understanding of insurance taxation principles”
  • “Familiarity with corporate tax provision concepts”
  • If none are required, indicate “None.”

4. Program Knowledge Level

Select the appropriate level for your session:

  • Basic – Introductory content, no prior knowledge required
  • Intermediate – Assumes foundational knowledge
  • Advanced – Deep, technical content for experienced professionals

5. Advance Preparation

Indicate whether participants need to complete any preparation prior to the session.

Examples:

  • Pre-reading materials
  • Reviewing case study documents
  • If none, state “No advance preparation required.”

Session Format Options & Requirements

To ensure a dynamic and engaging learning experience, all session proposals must select and clearly define one of the following approved formats. Each format supports different learning objectives and levels of audience interaction.

General Expectations for All Formats

  • Clearly identify your selected format in your submission
  • Ensure the format aligns with your learning objectives and audience level
  • Incorporate engagement elements consistent with NASBA requirements
  • Avoid lecture-only delivery—sessions should be interactive and participant-focused

Format Selection Guidance

  • Choose Panels for broad perspectives and industry insights
  • Choose Case Studies for storytelling and real-world application
  • Choose Workshops for hands-on learning and skill development
  • Choose Roundtables for peer-driven discussion and shared challenges

1. Panels (Instructional) - A structured discussion led by multiple subject matter experts.

Expectations:

  • 2–4 speakers plus a moderator
  • Focus on diverse perspectives and practical insights
  • Moderated discussion with prepared questions and audience interaction

Submission Requirements:

  • Panel topic and key themes
  • Proposed speakers and their perspectives
  • Sample moderator questions

2. Case Studies (Real-World Scenarios) - In-depth exploration of a real or realistic business situation.

Expectations:

  • Walkthrough of a specific scenario, challenge, or project
  • Clear explanation of Problem, Approach Taken & Outcome and lessons learned
  • Audience engagement through analysis or discussion

Submission Requirements:

  • Summary of the case scenario
  • Key learning points
  • How participants will interact with the case

3. Workshops (Applied Learning) - Highly interactive, hands-on sessions focused on skill-building.

Expectations:

  • Active participant involvement throughout
  • Exercises, simulations, or problem-solving activities
  • Practical tools or frameworks attendees can apply immediately

Submission Requirements:

  • Description of activities/exercises
  • Materials or tools to be used
  • How participants will engage (individually or in groups)

4. Roundtables (Peer Discussion) - Facilitated, discussion-based sessions focused on shared experiences.

Expectations:

  • Smaller, interactive group setting
  • Facilitator guides discussion rather than presents content
  • Emphasis on peer exchange and practical insights

Submission Requirements:

  • Key discussion topics/questions
  • Facilitation approach
  • Intended audience and expected takeaways

Session Engagement

To meet NASBA Standard S7-01, all group live sessions must incorporate active participant engagement. Submissions must demonstrate how engagement will be integrated throughout the session.

Minimum Requirement

  • Include at least one engagement element per full 50-minute CPE credit hour
  • Engagement must be directly related to course content

Acceptable Engagement Methods - Your session should incorporate one or more of the following:

  • Polling questions (e.g., knowledge checks, opinion-based questions)
  • Instructor-posed questions with time for participant reflection or response
  • Group discussion (small group or full audience)
  • Case studies or scenarios with interactive components
  • Problem-solving exercises
  • Live demonstrations with participant input

NASBA Standard S7-01. Required elements of engagement. A group live program must include at least one element of engagement related to course content during each full credit of CPE (for example, group discussion, polling questions, instructor-posed question with time for participant reflection, or use of a case study with different engagement elements throughout the program).

Presentations must meet all applicable NASBA requirements as well as satisfy ITC internal deadlines for providing pertinent information and NASBA-compliant materials in advance of the conference.

Continuing Professional Education Sponsor

Insurance Tax Conference (ITC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  http://www.NASBARegistry.org. The Insurance Tax Conference NASBA Sponsor Number is 105505.

Call For Presentations