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Brandon Browne, a director in PwC’s SEC Services group, will provide a perspective on the current state of affairs at the SEC.  This includes the tone and direction set by the Chairman of the SEC, Jay Clayton. The discussion will include: recent SEC projects and initiatives newly proposed and adopted rules areas of focus for disclosure […]

“Why is it that insurance buyers, particularly in middle market businesses, have not yet purchased standalone cyber insurance coverage?” asks Sam Friedman of Deloitte.   He notes that this is despite stories about data breaches, ransomware attacks and other cyber events which are prominently featured in the media. It is also at a time when new

Income tax rules and regulations are constantly changing, and often represent the most complex area of business and personal financial planning. The passage of the 2017 Tax Act significantly altered the individual income tax planning landscape for 2018 and beyond. Almost two years later, aided by regulatory and other guidance, we have completed our initial

Right now, insurers are faced with tough decisions: balancing growth, customer retention, operational efficiencies, legal, regulatory demands and talent. One way to solve many of these issues is by using software. The downside is that software changes so quickly. Charles Mattson of Oracle will delve into the questions to ask as well as the answers

There are many questions that are often on the minds of finance professionals as they prepare messaging for investor calls, management meetings, employee town halls, regulatory and tax reporting and public releases: What story do the numbers tell? How do I get a consistent message across to many interested parties? What actions am I seeking

None of us knows for certain what the future will hold, but we all have a responsibility to be thinking about what’s likely to happen, and to prepare for it. In the finance function, that means working now to get the right people and technology in place to take advantage of the inevitable disruption ahead.

Tim Williams of EY ‘s Robotics and Intelligent Automation Practice will provide an overview of robotic process automation (RPA) and intelligent automation in the insurance industry.   The presentation includes how RPA is being used today and where it’s headed; he will also review the typical issues insurers face when scaling an intelligent automation program

Regulators and courts face new questions as securities are increasingly placed outside their issuers’ domicile and traders and intermediaries increasingly transact outside their home markets. Emre Carr of FTI Consulting will discuss Dodd-Frank implementation in swap markets focusing on cross-border aspects and international coordination between regulators.   He will also present examples of recent actions

With new regulations and requirements continuing to change and influence the way organizations and employees perform, it’s imperative to engage, inform and educate individuals to drive compliance and adoption. Jennifer Morelli and Joy Taylor of Grant Thornton will lead an interactive discussion covering practical and holistic approaches to behavior and mindset change by leveraging change

Register now to hear this two-part session on cybersecurity with Baker Tilly’s Bernard Regan and Russ Sommers presenting on Tuesday and Phil Schmoyer and Russ Sommers presenting on Wednesday.  On Tuesday, you will hear how in today’s continually evolving threat landscape, cybersecurity attacks are becoming increasingly more sophisticated and effective.  Despite maintaining a comprehensive cybersecurity program and