SIFM Holiday Conference 2024
The Society of Insurance Financial Management
- Forvis Mazars US, 135 W 50th Street, NYC 10020
- December 5, 2024
- 6 Speakers
Evolving Trends Shaping the Future
Forvis Mazars US, 135 W 50th Street, New York, NY 10020
Program Managers: Florie Bourrel-Heleine, Partner, Forvis Mazars; Elenore Craig,
When: Thursday, December 5, 2024
Time: 12:15 pm – 8:00 pm
Cost: $250/Member Price
Includes Lunch and conference with 5 CPE presentations, followed by the Annual Holiday Networking Reception
Special Guest Pricing: $100
*When registered by a current member. Guest Discount is valid for first time attendees only.
BRING A GUEST!
You know how valuable the SIFM Conferences are to your professional development. Now, you can bring non-SIFM-member colleagues to our Quarterly Conferences for only $100! Learn more
Special Company Pricing:
- If your firm sends 5 employees who are SIFM members to the SIFM Conference (at $250 each), the 6th member can attend for FREE.
- If your firm sends 7 or more members, each of those (7+) members will pay $100 per person.
Contact Diane Mensinger to implement these offers. DMensinger@SIFM.org or 973-303-6297.
Plus, new members can take advantage of our special membership offer – become a member now and your membership will extend until January 2026.
Speakers
Agenda
| Time | Event | Speaker |
|---|---|---|
| 12:10 – 1:00 pm | Registration, Luncheon | |
| 1:00 – 1:15 pm | Welcome | SIFM President Yelena La Forgia, SVP, CFO, Aspen Insurance & Aspen US |
| 1:15 – 2:05 pm | Keynote Address: Current Trends in Life Insurance Industry - AI & Modernization, Competition for Customers and Agents, Alternative Capital and Cybersecurity |
Thomas Hendry, SVP & Treasurer, Corporate Finance, New York Life Insurance Company |
| 2:05 – 2:55 pm | Redefining Insurance Through Technology: A Balance of Innovation, Regulatory Framework, and the Modern Value Chain | Jeremy Deitch, President and General Counsel, Boost Insurance Agency Inc |
| 2:55 – 3:10 pm | SIFM Scholarship Presentations |
Yelena La Forgia, President, SIFM St. Joseph’s University St. John’s University |
| 3:10 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | Harnessing the Transformative Power of Gen AI | Frank Schmid, Chief Technology Officer, General Reinsurance Corp |
| 4:20 – 5:10 pm | Exploring the NAIC Principles Based Bond Project | Taylor Longacre, Partner, Forvis Mazars US |
| 5:10 – 6:00 pm | End of Year Individual Tax Planning | Speaker from Deloitte |
| 6:00 – 8:00 pm | Holiday Networking Reception |
Who Should Attend
Accounting, tax and finance professionals in the insurance and reinsurance sectors. All attendees are expected to be working in those sectors and have the relevant background.
CPE Credits
By attending all the sessions, an attendee can earn 1 credit in Accounting, 2 credits in Information Technology, 1 credit in Specialized Knowledge and 1 credit in Taxes.
Prerequisites: Attendees should have 5 – 10 years of insurance industry experience in accounting, financial reporting, and practice
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live
Refunds and Cancellations: Refund requests must be received 24 hours prior to the webinar. For more information regarding refund, concerns and/or program cancellation policies, please contact Diane Mensinger at DMensinger@SIFM.org.
SIFM 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: www.nasbaregistry.org.
SIFM Sponsors
