SIFM Quarterly Conference 2025
The Society of Insurance Financial Management
- PwC, 300 Madison Ave, NYC
- March 6, 2025
- 14 Speakers
People and Workforce Challenges for 2025
Today’s insurance industry faces a myriad of challenges ranging from talent acquisition and retention to climate impacts and geopolitical risk. These issues are converging – requiring leaders to adopt innovative ideas and tools to meet these challenges. Technological changes are also reshaping companies and their workforce. This conference will address these challenges and offer real-world solutions.
Attend in person or via webinar – convenient to your schedule!
PwC, 300 Madison Ave, 21st Floor, New York, NY 10017-6204
Program Manager:
Lucy Lillycrop, Trust Solutions Partner, PwC LLP
When: Thursday, March 6, 2025
Time: 12:30 pm – 8:00 pm
Cost: $250/Member Price
Includes Lunch and conference with 5 CPE presentations, capped off with a networking reception
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 Guest Pricing: $100
*When registered by a current member. Guest Discount is valid for first time attendees only.
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.
Speakers
Agenda
| Time | Event | Speaker |
|---|---|---|
| 12:30 – 1:15 pm | Registration, Luncheon | |
| 1:20 – 1:30 pm | Welcome | SIFM President Yelena La Forgia, SVP, CFO, Aspen Insurance & Aspen US |
| 1:30 – 2:20 pm |
Specialty Insurance is a Growth Opportunity – A Fireside Chat |
Vincent Tizzio, President and CEO, AXIS Capital Lucy Lillycrop, Partner, Trust Solutions, PwC |
| 2:20 – 3:10 pm | Insurers Can Win the War for Talent – If They Tell Their Story | Julia Lamm, Workforce Transformation Partner, PwC |
| 3:10 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | Driving Global Compliance, Managing Risk While Adapting to Regulatory Changes |
Aidan Houlihan, Head of North America, Corlytics Ltd Rory McGrath, Global Head of Client Solutions, Corlytics Ltd |
| 4:20 – 5:10 pm | The Evolving Corporate Culture |
Russell Sommers, Principal, Baker Tilly Advisory Group David Lê, AVP, US Distribution & Marketing, Aspen Group Prisca Simmons, Global Leader Strategic Programs & Initiatives, Genpact Ltd Cristine Yannucci, Partner, Lewis Brisbois Bisgaard & Smith, LLP |
| 5:10 – 6:00 pm | How the 2024 Election Will Impact Your Business |
Panel Discussion: Moderator: Monica Rosenthal, Trust Solutions Director, PwC Brian Anderson, Partner, Insurance Tax, Forvis Mazars David Sherwood, Managing Director, Risk Management & Regulation, PwC Eric Lorber, Principal, Cyber, Risk & Regulatory Consulting Solutions, PwC |
| 6:00 – 8:00 pm | 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 5 credits in Specialized Knowledge.
Learning Objectives
- Recognizing the challenges to growth in specialty insurance
- Understand the factors impacting the workforce 2025
- Driving Impact and change to strategy
- Understand global compliance and risk in regulatory compliance
- Comprehending the impact of the new administration on the insurance industry
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
