2022 Annual Conference

The Society of Insurance Financial Management

“UNCERTAINTY”
September 11-14, 2022

Conference Pricing:

Includes the 3-day conference, breakfasts, lunches, evening networking receptions, and special networking options on Tuesday afternoon.

$1,150.00 August 1st – September 12th

Hotel Complimentary Benefits:

  • WI-FI in all sleeping rooms
  • Daily access to the Borgata Fitness Center
  • WI-FI in all meeting locations
  • Small meeting room (Apex B, across from conference room) for attendees on Monday, Tuesday and Wednesday

Program Manager John Yoon, Chief Accounting Officer, QBE North America and Executive Vice President SIFM

Title:  Uncertainty

That seems to be the keyword for the P&C insurance industry. Technology, the global economy, investment strategy are all causing the uncertainty that is impacting the insurance industry from core operations to new business models.

Over several days, SIFM offers you the opportunity to hear the cutting-edge innovations that are changing the industry as well as the ways that companies are responding to the challenges while catching up with colleagues and clients.

Some of the topics include catastrophic modeling, P&C valuation, ESG impact, global economic update as well as IFRS17 and new tax and accounting issues.

In 3 days, you can pick-up 15 CPE credits, network with colleagues you haven’t seen lately and meet interesting industry leaders. The price includes optional networking opportunities on Tuesday afternoon.

Registration is open… save your place

Highlights
Keynoter Speakers:
Monday, September 12: Bruce McIndoe, President, McIndoe Risk Advisory
Tuesday, September 13: Maria Porreca, CFO, Texas Life Insurance Co

CFO Panel
Moderator: John Fitzgerald, CFO, Transverse Insurance Group

Panelists:
Christopher Castaldo, CFO, QBE North America
Clement Demetz, CFO SCOR Re North America
Entela Hana, CFO, Sompo International
Yelena La Forgia, CFO, Berkley Product Recall

CPE Credit
Attendees can earn up to 15 credits in Accounting, Finance, Tax and Specialized Knowledge.

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.

Learning Objectives
Conference attendees will be able to:

  • Describe how the global economy is affecting insurance companies
  • Explain the impact of P&C valuations
  • Understand the impact of new accounting and tax regulations
  • Identify the IFRS 17 changes will have on the insurance industry
  • Recognize new investment strategies impacting the insurance industry

Prerequisites:  Attendees should have a minimum of 5 – 10 years of insurance industry experience in finance and accounting, tax, risk and capital management, compliance, reporting or financial technology
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Golf Outing

Seaview Hotel and Golf Club, 401 S New York Road, Galloway, NJ 08205

Borgata Spa Options

The Spa has over 30 rooms and attendants to make your afternoon special.
Click Here

Sunday, September 11, 2022

Time Event Speaker Location
  6:00 – 7:00 pm Welcome Reception Water Club, 2nd Floor
Prefunction Area

Monday, September 12, 2022

Time Event Speaker Location
  7:45 – 8:45 am Breakfast Borgata
ABG Main Dining Room
  8:15 – 8:45 am Registration Water Club, 2nd Floor
Tides Conference Rooms
  8:45 – 9:00 am Welcome, SIFM President Sean Egan
Partner, New York Financial Services, KPMG LLP
SIFM President
Water Club, 2nd Floor
Tides Conference Rooms
  9:00 – 9:50 am Keynote Address
Global Megatrends That Will Define Our Future
Bruce McIndoe, President, McIndoe Risk Advisory Water Club, 2nd Floor
Tides Conference Rooms
  9:50 – 10:40 am Economics of Bermuda Captives and Sidecars Craig Buck, Managing Principal, Insurance and Actuarial Advisory Services, Ernst & Young LLP Water Club, 2nd Floor
Tides Conference Rooms
10:40 – 11:10 am Refreshment Break Water Club, 2nd Floor
Prefunction Area
11:10 – 12:00 pm Inflation: The Unwelcome Guest Frank Schmid, Chief Technology Officer, Gen Re Water Club, 2nd Floor
Tides Conference Rooms
12:00 – 1:00 pm Lunch Borgata
ABG Main Dining Room
  1:15 – 2:00 pm Looming Issues Facing CFOs. Panel Discussion Moderator: John Fitzgerald, CFO, Transverse Insurance Group
Panelists:
Christopher Castaldo, CFO, QBE North America
Clement Demetz, CFO SCOR Re North America
Entela Hana, CFO, Sompo International
Yelena La Forgia, CFO, Berkley Product Recall
Water Club, 2nd Floor
Tides Conference Rooms
  2:00 – 2:50 pm Navigating Volatile Markets Geoff Cornell, Former Senior Vice President and Chief Investment Officer, AIG Life & Retirement Water Club, 2nd Floor
Tides Conference Rooms
  2:50 – 3:05 pm Refreshment Break Water Club, 2nd Floor
Prefunction Area
  3:05 – 3:55 pm Premium Tax Savings: Leave No Stone Unturned Steve Greene, Insurance Tax Services Managing Director, Crowe LLP
Leah McQueeney, Insurance Tax Services Senior Manager, Crowe LLP
Erin Schatzle, Insurance Tax Services Manager, Crowe LLP
Water Club, 2nd Floor
Tides Conference Rooms
  3:55 – 4:50 pm ESG’s Impact on the Insurance Industry Anders Land, Chief Audit Executive, QBE North America Water Club, 2nd Floor
Tides Conference Rooms
  4:50 – 5:00 pm SIFM Reorganization Meeting Nomination and voting on officers and board members for the term 2022 – 2024
Adriana Nivia, CFO-U.S., Renaissance Reinsurance U.S. Inc
Water Club, 2nd Floor
Tides Conference Rooms
  6:00 – 8:00 pm President's Reception Water Club, Main Level
Indoor Pool

Tuesday, September 13, 2022

Time Event Speaker Location
  7:15 – 8:15 am Breakfast Borgata
ABG Main Dining Room
  8:00 – 8:30 am Registration Water Club, 2nd Floor
Tides Conference Rooms
  8:30 – 9:20 am Keynote Address
Reimagining the Finance Function to Foster a Collaborative Work Environment
Maria Porreca, VP and CFO, Texas Life Insurance Co Water Club, 2nd Floor
Tides Conference Rooms
  9:20 – 10:10 am Evolution & Impact of Life Insurance Stocks from Fixed Annuity Deals Tom Gallagher, Senior Managing Director, Evercore ISI Water Club, 2nd Floor
Tides Conference Rooms
10:10 – 10:20 am Refreshment Break Water Club, 2nd Floor
Prefunction Area
10:20 – 11:10 am Accounting Updates Andrew Burke, Senior Manager, KPMG LLP
Christopher Alvino, Audit Senior Manager, KPMG LLP
Water Club, 2nd Floor
Tides Conference Rooms
11:10 – 12:00 pm Property & Casualty Valuations Dave Motemaden, Senior Managing Director, Evercore ISI Water Club, 2nd Floor
Tides Conference Rooms
12:00 – 5:00 pm • Lunch for non-golfers
• Spa Options at Borgata Spa
• Golf Outing at Seaview Hotel and Golf Club
• Lunch for golfers at Seaview
Borgata
ABG Main Dining Room
6:30 – 8:30 pm Mix and Mingle Reception Water Club, 32nd Floor
Immersion Pool

Wednesday, September 14, 2022

Time Event Speaker Location
  7:15 – 8:15 am Breakfast Borgata
ABG Main Dining Room
  8:00 – 8:30 am Registration Water Club, 2nd Floor
Tides Conference Rooms
  8:30 – 9:20 am Motivating Your Team Members in a Hybrid Environment John Romano, Partner, Financial Services Risk Advisory Practice Baker Tilly US LLP
Russ Sommers, Director, Financial Services Risk, Internal Audit and Cybersecurity Practice, Baker Tilly US LLP
Water Club, 2nd Floor
Tides Conference Rooms
  9:20 – 10:10 am The Ever-Changing Landscape. Panel Discussion Moderator: Gregory Domareki, Partner, WIPFLI
Panelists:
Jacob Anderson, Corporate Vice President, Tax, NY Life Insurance Co
Angela Sellman, Head of Tax Advisory, Domestic Insurance, AIG
Water Club, 2nd Floor
Tides Conference Rooms
10:10 – 10:20 am Refreshment Break Water Club, 2nd Floor
Prefunction Area
10:20 – 11:10 am Update on IFRS 17 Gregory Giardiello, Deputy Finance Chief Operating Officer, QBE North America
Douglas McCabe, SVP Operations, TOA Re America
Rich Walsh, Manager, Transformation, Grant Thornton LLP
Stephen Murawski, Manager, Finance Transformation, Grant Thornton LLP
Lela Patrik, Actuarial Principal, PwC
Water Club, 2nd Floor
Tides Conference Rooms
11:10 – 12:00 pm Finance Transformation: Modernization From Annual Planning to Continuous Forecasting Bob Cummings, Finance Transformation Industry Lead, Partner, Grant Thornton LLP
Martin Ferrer, Partner, Grant Thornton LLP
Mike Pilch, Managing Director, Grant Thornton LLP
Ethan Rold, Senior Manager, Grant Thornton LLP
Water Club, 2nd Floor
Tides Conference Rooms
12:00 pm Conference Wrap-up End of Conference Drawing

Speakers

Sean Egan

SIFM President
Partner, New York Financial Services, KPMG LLP
Christopher Alvino

Christopher Alvino

Audit Senior Manager, KPMG LLP
Jacob Anderson

Jacob Anderson

Corporate Vice President, New York Life Insurance Company
Andrew Burke

Andrew Burke

Senior Manager, KPMG LLP
Craig Buck

Craig Buck

Managing Principal, Insurance and Actuarial Advisory Services, Ernst & Young LLP
Chris Castaldo

Chris Castaldo

Chief Financial Officer, QBE North America
Geoffrey Cornell

Geoffrey Cornell

Former Senior Vice President and Chief Investment Officer, AIG Life & Retirement
Bob Cummings

Bob Cummings

Finance Transformation Industry Lead, Grant Thornton LLP
Clement Demetz

Clement Demetz

SVP, CFO, SCOR US Group of Companies
Gregory Domareki

Gregory Domareki

Principal, Wipfli LLP
Martin Ferrer

Martin Ferrer

Partner, Insurance Advisory Services, Grant Thornton LLP
John Fitzgerald

John Fitzgerald

EVP, Chief Financial Officer, Transverse Insurance Group
Tom Gallagher

Tom Gallagher

Senior Managing Director Evercore ISI
Gregory Giardiello

Greg Giardiello

Deputy Finance Chief Operating Officer, QBE North America
Steven Greene

Steve Greene

Insurance Tax Services Managing Director, Crowe LLP
Entela Hana

Entela Hana

Chief Financial Officer – US Sompo International
Yelena La Forgia

Yelena La Forgia

VP, Chief Financial Officer Berkley Global Product Recall, a Berkley Company
Anders Land

Anders Land

Chief Audit Executive, QBE Insurance Group
Douglas McCabe

Douglas McCabe

Senior Vice President Operations, TOA Re America
Bruce McIndoe

Bruce McIndoe

President, McIndoe Risk Advisory
Leah McQueeney

Leah McQueeney

Insurance Tax Services Senior Manager, Crowe LLP
David Motemaden

David Motemaden

Senior Managing Director, Evercore ISI
Stephen Murawski

Stephen Murawski

Manager, Finance Transformation, Grant Thornton LLP
Adriana Nivia

Adriana Nivia

CFO-U.S. Renaissance Reinsurance U.S. Inc.
Lela Patrik

Lela Patrik

Actuarial Principal, PwC
Michael Pilch

D. Michael Pilch

Managing Director, Transformation, Grant Thornton LLP
Maria Porreca

Maria Porreca

VP and CFO, Texas Life Insurance Co.
Ethan Rold

Ethan Rold

Senior Manager Transformation Advisory, Grant Thornton LLP
John Romano

John Romano

Partner, Financial Services Risk Advisory Practice, Baker Tilly US LLP
Erin Schatzle

Erin Schatzle

Insurance Tax Services Manager, Crowe LLP
Angela Sellman

Angela Sellman

Head of Tax Advisory-Domestic Insurance, AIG
Frank Schmid

Dr. Frank Schmid

Chief Technology Officer, Gen Re
Russell Sommers

Russell Sommers

Director, Financial Services Risk, Internal Audit and Cybersecurity Practice, Baker Tilly US LLP
John Yoon

John Yoon

Chief Accounting Officer, QBE North America

Event Location

Borgata Hotel, Casino & Spa
1 Borgata Way,
Atlantic City, NJ 08401

Tel: (609) 317-1000

Email: Diane.SIFM@verizon.net

SIFM Sponsors

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.