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 1^st – September 12^th

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