The Human Side of the Insurance Industry

Your Strategic Roadmap

In our three-part webinar series, we will present a targeted selection of tools and information for our valued insurance industry friends. We’ll shine a laser focus on key areas that seriously impact how effectively an insurance organization can function and ensure its long-term sustainability and stability. Join us for a lively conversation, get useful tools, and learn techniques that you can leverage right away.

Recent global upheaval (e.g., public health, economic downturn, climate change, regulatory pressure, the new work-from-home model) have all conspired to force organizations to pivot in their planning. Did you do this successfully? Are you asking the right questions? Have you considered the full force of your opportunities and potential threats? Do you have written goals and objectives that drive the behavior and decision-making in your organization? In this webinar, Matt Kerzner, Ph.D., shares how a strategic roadmap can help companies re-think their strategic direction, effectively plan for the future, mitigate risks and grow their value. Matt will share real-life examples and case studies, as well as provide a range of practical tools to begin the process of building your roadmap for success.

Course Objective: To understand how to identify your mission, vision, and values and develop goals using SMART format in the areas of business development, operational efficiency, and people development.

Learning Outcomes:

  • Identify 3 key aspects of an effective strategic plan
  • Develop the desired goals and action plans in the area of business development, operational efficiency and people development

1.0 CPE credit in Business Management & Organization Personnel/Human Resources


Dianne Batistoni

Matthew Kerzner
Lisë Stewart



Wednesday, May 26, 2021 1:00 PM to 2:00 PM ET

Delivery Method: Group-Internet Based; Level: Basic; Advance Preparation: None; Prerequisites: None EisnerAmper LLP 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: EisnerAmper LLP National Registry Sponsor No. 108139 Texas recognizes CPE programs offered by NASBA sponsors, but requires registration with the state board.  EisnerAmper LLP is a registered sponsor in Texas (No. 010023). There is no fee to attend this course.  For more information regarding administrative policies such as cancellations and complaints, please contact