Quarterly Conference

The Society of Insurance Financial Management

  • Tuesday, March 22, 2022
  • 5 Speakers

OECD, SPACS, Smart Contracts, & Predicting Catastrophe

2022 QUARTERLY CONFERENCE

When: Tuesday, March 22, 2022 (deadline to register is Sunday, March 20 at midnight).
Time: 12:30-6:15 PM
Venue: EY, One Manhattan West, 401 9th Ave, New York City, NY 10001
CPE Credits: Attendees can earn 1 CPE credit in Taxes, 1 credit in Information Technology and up to 2 credits in Specialized Knowledge. In order to be awarded the full credit, attendees must sign in upon arrival and sign out when leaving.

Pricing: $250 includes a conference with 4 CPE presentations. Includes lunch and conference followed by a networking reception.

Speakers

Sean Egan

SIFM President
Partner, New York Financial Services, KPMG LLP
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John Gimigliano

John Gimigliano

Principal-in-Charge, Federal Legislative, Regulatory Services, KPMG LLP
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Patrick Styles

Patrick Styles

Partner, Financial Services Insurance Tax, KPMG LLP
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Todd Olson

Todd Olson

Director, Digital Assets, Baker Tilly US LLP
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Russell Sommers

Russel Sommers

Senior Manager, Financial Services Risk, Internal Audit and Cybersecurity Practice Baker Tilly US LLP
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Mark Schwartz

Mark Schwartz

Managing Director,
EY Capital Advisors
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Sabina Zaman

Sabina Zaman

Partner, EY, Financial Services, IPO Leader
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Gary Vogel

Gary Vogel

Executive Director, EY, Tax
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Hong Tan

Hong Tan

Senior Manager, EY, Financial Accounting Advisory Service
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Eric Corwin

Eric Corwin

Senior Manager, EY, Financial Accounting Advisory Service
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Laurie Harris

Laurie Harris

Board Director, Audit Committee Chair, Hagerty, Inc.
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Agenda

Time Event Speaker
  12:30 – 1:15 pm Registration, Luncheon
  1:20 – 1:30 pm Welcome - SIFM President Sean Egan
Partner, New York Financial Services, KPMG LLP
  1:30 – 2:20 pm Update on US Tax Legislation and OECD Pillar 2 John Gimigliano, Principal-in-Charge, Federal Legislative, Regulatory Services, KPMG LLP
Patrick Styles, Partner, Financial Services Insurance Tax, KPMG LLP
  2:20 – 3:10 pm Smart Contracts in the Insurance Industry Todd Olson, Director, Digital Assets, Baker Tilly US LLP
Russell Sommers, Senior Manager, Financial Service Risk, Baker Tilly US LLP
  3:10 – 3:30 pm Refreshment Break
  3:30 – 4:00 pm SPAC Market Update Mark Schwartz, Managing Director, EY Capital Advisors
  4:00 – 4:40 pm SPAC 101 Sabina Zaman, Financial Services, EY, IPO Leader
Gary Vogel, Executive Director, EY, Tax
Hong Tan, Senior Manager, Financial Accounting Advisory Services, EY
Eric Corwin, Senior Manager, Financial Accounting Advisory Services, EY
  4:40 – 5:10 pm Perspective of a Target Company. Interview with Hagerty Inc. Interviewer: Sabina Zaman, Financial Services, EY, IPO Leader
Interviewee: Laurie Harris, Board Member, Chair Audit Committee, Hagerty Inc
  5:15 – 6:15 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. Learning Objectives: Conference and webinar attendees will be able to:
  • Describe how SPACs are used in insurance startups
  • Understand the OECD framework for setting global minimum taxes
  • Identify issues of using blockchain technology in insurance contracts
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 In Person 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.

Special Guest Discount

You know how valuable the SIFM Conferences and Networking Receptions are to your professional development. SIFM is extending an opportunity for you to bring non-SIFM-member colleagues to our Quarterly Conferences – Learn more

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