IASA

What IASA does

IASA (Insurance Accounting & Systems Association, Inc.) is a US-based nonprofit professional association founded in 1928 and headquartered in Malvern, Pennsylvania. It serves insurance-industry professionals working across accounting, finance, risk management, and technology through a membership-based community of 500+ member organizations representing more than 12,000 professionals. Core offerings include organization-tiered membership (Small Company $645, Regular Company $1,100, Holding Company $3,290, Student/Emeritus $50), the annual IASA Xchange conference (2026 New Orleans, 2027 Orlando), 18 regional chapters across the United States, live NASBA-approved CPE webinars, the on-demand Insurance Accounting Fundamentals course ($180–$300), proprietary textbooks on Property & Casualty and Life/A&H insurance accounting, the Profit & Cash business simulation workshop, and member-facing directories and career services. The organization is affiliated with The Institutes (which hosts course enrollment and co-promotes the AIAF and CIIM designations) and is registered with NASBA as a CPE sponsor.

IASA does not operate a software platform, public API, or proprietary technology product. Member access is delivered through a login-protected member portal; educational content distribution relies on webinars, on-demand courses, in-person events, and e-book/print textbook sales. GTM is community-led: content marketing via the Insurance Insights blog and weekly Industry Insights newsletter, organic social (LinkedIn, Facebook, X, Instagram), live event registration, and member referrals. Revenue is generated from recurring organization-based membership dues, event registration fees, textbook and publication sales, and paid on-demand course enrollment, with free webinar access granted to members and $50 per-session access for non-members.

The association's strategic positioning is to be the neutral, industry-recognized convener for insurance back-office education and professional credentialing. Its defensibility rests on a 97-year operating history, authoritative statutory-accounting textbooks, NASBA CPE sponsor status, and a dense practitioner network that includes carriers (Western & Southern, Securian, Tower Hill, Pan-American Life), solution providers (Clearwater Analytics, Workday, Crowe), and large financial institutions (Federal Home Loan Bank of Indianapolis).

Name

IASA

Legal name

Insurance Accounting & Systems Association, Inc.

Website

https://iasa.org

Company type

Private

Founded year

1928

Operating status

Operating

Headcount range

51–100 employees

Short description

IASA is a nonprofit professional association founded in 1928 that delivers education, CPE credits, and community programming to 12,000+ insurance professionals across 500+ member companies in accounting, finance, risk management, and technology.

Ownership category

akta.pro rank

Headquarters

HQ city

Malvern

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Membership Dues: Organization-based memberships run on calendar year, providing access for entire teams. Three tiers for insurance carriers/solution providers: Holding Company ($3,290), Regular Company ($1,100), Small Company ($645). Student/Emeritus individual memberships at $50 annually.
2. Event Registration Fees: Revenue from webinar registrations (non-members pay $50), workshop fees (Profit & Cash workshop: $295 member, $395 non-member), and chapter/conference event registrations with tiered early/regular/late pricing.
3. Publications and Textbooks: Sale of insurance accounting textbooks including Life, Accident & Health Fraternal Accounting (6th and 7th edition e-books) and Property & Casualty Insurance Accounting (10th and 11th edition e-books, printed version).
4. Insurance Accounting Fundamentals Course: On-demand course offering 5 CPE credits. Member cost: $180, Non-member cost: $300.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels7 records

Core offering

IASA is a non-profit professional association founded in 1928 that delivers membership programs, continuing professional education (CPE), insurance accounting textbooks, live and on-demand courses, an annual conference (IASA Xchange), regional chapter events, and member networking resources to insurance professionals working in accounting, finance, risk management, and technology.

Product overview

IASA (Insurance Accounting and Systems Association), founded in 1928 and headquartered in Malvern, PA, is a membership-based professional association — not a software product company. Its offerings comprise membership programs (organizational tiers for carriers, solution providers, and individuals), professional publications (Property & Casualty Insurance Accounting textbooks and Life, Accident & Health Fraternal Accounting textbooks in e-Book format), on-demand education (Insurance Accounting Fundamentals self-study course), live events (IASA Xchange annual conference, local chapter events, and Profit & Cash business simulation workshop), webinars, an online member directory, and a career center. These products and services are delivered through a member portal requiring login. No public API, no SaaS platform, and no software product integrations are described in the available source material.

Differentiator

Problem solved

Functional benefit

Products and services

• IASA Membership Organization-based membership program for insurance carriers, solution providers, and students/emeritus professionals providing access to webinars, educational content, conferences, member directories, and networking resources. Tiers include Small Company ($645), Regular Company ($1,100), and Holding Company ($3,290).
• Property & Casualty Insurance Accounting Textbook Educational textbook covering property and casualty insurance accounting principles, statutory accounting, risk-based capital, reinsurance, and GAAP comparison. Available in 10th and 11th edition e-Book formats.
• Life, Accident & Health Fraternal Accounting Textbook Educational textbook covering life, accident, and health insurance accounting, including fraternal organizations, principles-based reserving, and statutory accounting guidance. Available in 6th and 7th edition e-Book formats.
• Insurance Accounting Fundamentals Course On-demand self-study course covering statutory accounting principles, NAIC annual statement analysis, SAP vs. GAAP comparison, and insurer financial evaluation. Provides 5 NASBA CPE credits and a digital badge. Member cost $180; non-member cost $300.
• IASA Xchange Annual Conference Signature annual conference and tradeshow bringing together insurance professionals from accounting, finance, risk management, and technology. Features more than 30 sessions across five educational tracks, networking, and awards ceremony.
• IASA Live Webinars & Workshops Live online learning sessions led by industry experts covering insurance accounting, finance, enterprise risk management, technology, professional development, and executive education. Many sessions offer free NASBA CPE credits for members; non-members pay $50 per webinar.
• Profit & Cash – The Insurance Game Workshop Four-hour virtual business simulation workshop in which participants run their own insurance company to learn operations, cash flow, and profitability. Provides 4 CPE credits at $295 for members and $395 for non-members.
• Member Directory Exclusive online directories for IASA members including an Individual Directory, Company Directory, and Solution Provider Directory indexed by product category, providing access to over 12,000 professionals across 500 companies.
• IASA Local Chapters Network of 18 local chapters across the United States providing regional educational events, CPE opportunities, and networking for insurance professionals in specific geographic areas.
• IASA Career Center Online job board and career resource center for insurance industry professionals, allowing employers to post job listings and job seekers to search for opportunities within the insurance sector.

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• The InstitutescoreStrategic or Co-development PartnerIASA is affiliated with The Institutes, a leading provider of risk management and insurance education. The Institutes host IASA's course enrollment platform (web.theinstitutes.org) and offer professional designations including AIAF (Associate in Insurance Accounting and Finance) and CIIM (Chartered Insurance Investment Manager) that complement IASA's educational offerings.
• NASBA (National Association of State Boards of Accountancy)coreOthersIASA is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour and accepted by state boards of accountancy nationwide.
• AAM (Insurance Investment Management)minorGTM or Marketing PartnerAAM delivers investment outlook webinars for IASA members covering macroeconomic trends, investment grade bond markets, and insurance portfolio strategies.
• WorkdayminorGTM or Marketing PartnerWorkday sponsors IASA webinars on topics like Agentic Finance and the Autonomous Close, providing content on AI-driven financial workflows for insurance organizations.
• Pan-American Life Insurance GroupminorGTM or Marketing PartnerPan-American Life Insurance Group co-presents webinars with IASA and Workday on AI in finance operations, sharing real-world lessons from their multi-country implementation.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• RIMS (Risk and Insurance Management Society): Global professional association for risk managers offering education, certification (RIMS-CRMP), and an annual conference; closely comparable membership-model association targeting insurance-adjacent professionals.
• NAIFA (National Association of Insurance and Financial Advisors): Professional association for insurance and financial advisors providing education, credentials, and chapter-based networking; comparable membership model targeting insurance professionals with CPE-style programming.
• CPCU Society: Professional society for Chartered Property Casualty Underwriters; serves insurance professionals with continuing education, networking, and chapters, directly comparable to IASA's mission in the insurance vertical.
• AICPA (American Institute of CPAs): Professional membership association for CPAs offering CPE, credentials, and insurance-industry content. Highly comparable as a dues- and CPE-driven professional association with overlapping members in insurance accounting.
• LIMRA: Insurance industry research and trade association providing benchmarking, education, and conferences to life insurers; comparable as an insurance-focused membership association serving carriers and solution providers.
• The Institutes: Risk management and insurance education provider that hosts IASA's enrollment platform and offers complementary designations (AIAF, CIIM); it is IASA's most directly comparable peer and its most important affiliate.
• LOMA (Life Office Management Association): Trade association serving the life insurance industry with education, research, and professional development; competes for similar member time and education dollars as IASA, especially in life/A&H accounting.
• Society of Actuaries (SOA): Professional body for actuaries offering credentials, continuing education, and events; serves an overlapping insurance-industry professional audience with a similar dues- and education-driven model.

Broad incumbents

• AHIP (America's Health Insurance Plans): National trade association for health insurers offering advocacy, education, and conferences; broader remit than IASA but overlaps on member-base (insurance carriers) and event-driven revenue model.
• IIA (The Institute of Internal Auditors): Global professional association for internal auditors with CPE programs, certifications (CIA), and conferences; broader than IASA but a directly analogous dues- and CPE-driven association model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/IASAINC
• Facebookfacebook.com/IASAInc
• LinkedInlinkedin.com/company/iasa
• Instagraminstagram.com/iasainc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IASA