Understanding process and operating model assessments

Participants of the free live webinar will be eligible for 1 CPE credit.

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To enable true digital transformation success in the insurance industry, assessing the constraints and needs of your organization’s operating model and processes is a critical component to understanding the current state of your organization and aligning initiatives with your goals and strategy. Process and operating model assessments can help bring improvement opportunities to light and influence operational efficiency and potential cost savings for your organization.

On Oct. 19, join Baker Tilly Digital’s Phil Schmoyer and Steven Shutt for a discussion on the importance of process and operating model assessments to gain an understanding of operational inefficiencies, areas for technological innovation and how to understand return on investment (ROI) for these areas of potential improvement to assist in prioritization. Throughout this webinar, you’ll learn how to structure an operating model/process assessment, prioritize opportunity areas and determine the best next steps to improve your operating model.

Learning objectives:

• Identify existing gaps in the average insurance organization’s operational processes and efficiencies
• Identify areas for technological innovation that is in alignment with the goals of your organization
• Learn how to prioritize areas of focus through process and operating model assessment approach
• Understand return on investment (ROI) for each identified area of improvement

Information about CPE eligibility:

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.

Level: Overview

CPE credit: One (1) hour total credit

Field of study: Specialized Knowledge

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.