CP Insurance Associates would like to thank everyone for a great conference this year. Please complete our survey to let us know how we did. We look forward to seeing everyone again next year!
2023 CPIA Conference-Flood Disaster Protection Act presentation
2023 CPIA Conference-Cyber Security presentation
This Year's Speakers
Kelly Goulart currently serves as IBAT's Regulatory Compliance Manager, part of our team assisting member banks with regulatory compliance matters including answering questions on the IBAT Compliance Helpline. He began his career in banking in 1986 as an Internal Auditor and shortly thereafter moved into regulatory compliance. He has worked in banks and as a consultant in Virginia, South Carolina and Texas in the areas of compliance, audit and credit review.
With guest speaker:
Drew has 18 years of underwriting and management experience within the Travelers Bond and Specialty Insurance Group. Current and past roles include experience in management and underwriting of Financial Institution & Public Company specialty products. Product specialties include Fidelity, Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, Lender Liability, Professional Liability/E&O, & Cyber Liability for Public Companies and Financial Institutions including: Community Banks, Large/Regional Banks, Credit Unions, Insurance Companies, Registered Investment Advisors, Mutual Funds, and Broker Dealers.
If you have any questions, please contact:
CP Insurance Associates
Ph: 936-295-0370 or 800-366-0036 ext 1138