2023 Annual Conference
The Society of Insurance Financial Management
- Borgata, 1 Borgata Way, Atlantic City, NJ 08401
- September 10-13, 2023
- 28+ Speakers
September 10-13, 2023
Conference Pricing:
All-inclusive early bird pricing again this year! Includes the 3-day conference, breakfasts, lunches, evening networking receptions, and special networking options on Tuesday afternoon.
Regular: $1,295. August 1 – September 13
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 Swanick, US Insurance Industry Partner-in-Charge, Grant Thornton LLP
Title: Insurance Solutions for a Changing World: How AI, Consolidation and Investment are Disrupting the Ecosystem
Description: Insurance Solutions – Consolidation, Private Equity, Insurtech and Regulation
Registration is open… save your place
Highlights
Keynoter Speakers:
Monday, 9 AM:
Naohiro Mouri
Executive Vice President and Chief Auditor, AIG
Tuesday, 8 AM:
Sean Sweeney
Director, 1251 Capital Group
Speakers
Phil Schmoyer
Russ Sommers
Sunday, September 10, 2023
| Time | Event | Speaker | Location |
|---|---|---|---|
| 6:00 – 7:00 pm | Welcome Reception |
Water Club, 2nd Floor Prefunction Area |
Monday, September 11, 2023
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:45 – 8:45 am | Breakfast |
Borgata ABG Main Dining Room |
|
| 7:30 – 8:45 am | Registration |
Water Club, 2nd Floor Tides Conference Rooms |
|
| 8:45 – 9:00 am | Welcome, SIFM President |
John Yoon Chief Accounting Officer, QBE North America SIFM President |
Water Club, 2nd Floor Tides Conference Rooms |
| 9:00 – 9:50 am |
Keynote Address Audit Transformation and Automation |
Naohiro Mouri, EVP, Chief Auditor, AIG |
Water Club, 2nd Floor Tides Conference Rooms |
| 9:50 – 10:40 am | Claims Transformation in a Digital World | Jake Acosta, Director, Insurance Risk Advisory, BDO USA 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 | Enterprise Approach to Fraud Risk Management in the Insurance Industry |
Paul Avinger, Manager, Risk Advisory Services, Grant Thornton LLP Joseph Abeska, Senior Associate, Risk Advisory Services, Grant Thornton LLP |
Water Club, 2nd Floor Tides Conference Rooms |
| 12:00 – 1:00 pm | Lunch |
Borgata ABG Main Dining Room |
|
| 1:15 – 2:00 pm | CFO Insights in a Changing World. Panel Discussion |
Moderator: Martin Ferrer Panelists: John Fitzgerald, SVP, CFO Transverse Insurance Group Yelena La Forgia, SVP, CFO Aspen Insurance & Aspen US Rory Rose, SVP, CFO, Hudson Insurance Group Robert Wolf, CFO P&C Americas, SCOR |
Water Club, 2nd Floor Tides Conference Rooms |
| 2:00 – 2:50 pm | The Economic and Capital Markets Outlook | Hank Smith, Head of Investment Strategy, The Haverford Trust Company |
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 | Generative AI | Frank Schmid, Chief Technology Officer, Gen Re |
Water Club, 2nd Floor Tides Conference Rooms |
| 3:55 – 4:50 pm | Bridge or Divide: Navigating the Implications of Generative AI for Humanity |
Moderator: Bradley Jenkins, Managing Director, Enterprise Innovation, KPMG LLP Panelists: Richard Entrup, Senior Advisor, Enterprise Innovation, KPMG LLP Anthony Randall, Senior Director, Data Science Strategy, Innovation, Northwestern Mutual Brandon Kaplan, Chief Innovation Officer, Co-Founder, Journey |
Water Club, 2nd Floor Tides Conference Rooms |
| 6:00 – 8:00 pm | President's Reception |
Water Club, Main Level Indoor Pool |
Tuesday, September 12, 2023
| Time | Event | Speaker | Location |
|---|---|---|---|
| 6:45 – 7:45 am | Breakfast |
Borgata ABG Main Dining Room |
|
| 7:30 – 8:30 am | Registration |
Water Club, 2nd Floor Tides Conference Rooms |
|
| 8:00 – 8:50 am |
Keynote Address Why Private Equity is Good for the Insurance Industry |
Sean Sweeney, Director, 1251 Capital Group |
Water Club, 2nd Floor Tides Conference Rooms |
| 8:50 – 9:40 am | Regulatory Updates, Implications and Trends in Use of AI |
Russell Sommers, Partner, Baker Tilly LLP Phil Schmoyer, Director, Baker Tilly LLP |
Water Club, 2nd Floor Tides Conference Rooms |
| 9:40 – 10:00 am | Refreshment Break |
Water Club, 2nd Floor Prefunction Area |
|
| 10:00 – 10:50 am | NAIC Statutory and US GAAP Update for Insurers | David Roberts, Audit Partner, Crowe LLP |
Water Club, 2nd Floor Tides Conference Rooms |
| 10:50 – 11:40 am | Middle Market Insurance Company – Perspectives and Opportunities |
Moderator: Peter Chuang, AVP, Asst. Treasurer, Greater New York Insurance Companies
Panelists: Paul Mallen, President & CEO, Amalgamated Life Insurance Company Christopher McNulty, EVP & CFO, Greater New York Insurance Companies |
Water Club, 2nd Floor Tides Conference Rooms |
| 11:40 – 5:00 pm | Networking Events |
• Lunch for non-golfers; Spa Options at Borgata Spa • Golf Outing & Lunch at Seaview Hotel and Golf Club |
Borgata ABG Main Dining Room |
| 6:30 – 8:30 pm | Mix & Mingle Reception |
MGM Tower, 32nd Floor The Outlook |
Wednesday, September 13, 2023
| 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 | Insurance M&A & Key Business Considerations | Daniel Grayzel, Managing Director, Strategy & Transactions Insurance, Grant Thornton LLP |
Water Club, 2nd Floor Tides Conference Rooms |
| 9:20 – 10:10 am | Tech Enabling an Evolving Internal Audit Industry |
Ray Soriano, Director, EisnerAmper Advisory Group LLP Gaini Umarov, Manager, EisnerAmper Advisory Group LLP |
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 | ESG Reporting Frameworks |
Michael Racano, Partner, Insurance Practice, PwC Maria Minhas, ESG Services Director, PwC Karen Grote, Climate Risk Modeling Director, PwC |
Water Club, 2nd Floor Tides Conference Rooms |
| 11:10 – 12:00 pm | Tax Data and Analytics |
Gregory Domareki, Principal, Co-Leader Insurance Industry Practice, Wipfli LLP Jon Serafino, Data & Analytics Practice Leader, Wipfli LLP |
Water Club, 2nd Floor Tides Conference Rooms |
| 12:00 pm | Conference Wrap-up | End of Conference Drawing |
Water Club, 2nd Floor Tides Conference Rooms |
CPE Credit
Attendees can earn up to 15 credits in Accounting, Auditing, 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:
- Understand the driving forces in claims
- Recognize the key issues facing insurance company CFOs
- Understand key issues in fraud risk management
- Identify the regulatory changes impacting the industry
- Explain the impact of M&A integration strategies
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
Borgata Spa Options
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.