Quarterly Conference
The Society of Insurance Financial Management
- Wednesday, June 21, 2023
- 9 Speakers
Navigating Change: Capital Strategies, CAT Reinsurance, Tax Transformation and Geopolitical Flashpoints
2023 QUARTERLY CONFERENCE
When: Wednesday, June 21, 2023 (deadline to register is Tuesday, June 20 at midnight).
Time: Golf Outing Precedes Conference (See flyer)
Continental Breakfast: 7:00 am on Lower Patio
Shot Gun Start: 8:00 am
Lunch: 12:39 pm
Conference: 1:30 pm – 6:00 pm
Networking Reception: 6:00 – 8:00 pm
Venue: Arcola Country Club
Rt. 4 & Paramus Road, Paramus, NJ 07652
(GPS use 24 Paramus Road)
CPE Credits: By attending all the sessions, an attendee can earn 2 credits in Accounting, 2 credits in Specialized Knowledge, 1 Credit in Taxes. In order to be awarded the full credit, attendees must sign in upon arrival and sign out when leaving.
Pricing:
Golf: $300 for members and guests. Includes breakfast, cart, greens fees, forecaddie. Learn more
Conference: $250 for members. Includes lunch, conference and reception for members.
Guests: $125 for a guest of a current member. Includes lunch, conference and reception for guest.
Webinar: $125 Membership is required for webinar registration.
Speakers
Agenda
| Time | Event | Speaker |
|---|---|---|
| 7:00 – 8:00 am | Golf Registration and Continental Breakfast | |
| 8:00 – 12:30 pm | Golf Shot Gun Start | |
| 12:30 – 1:15 pm | Registration, Luncheon | |
| 1:20 – 1:30 pm | Welcome - SIFM President |
John Yoon Chief Accounting Officer, QBE North America |
| 1:30 – 2:20 pm | State of the Reinsurance Market |
Marc Amen, President, Renaissance Reinsurance U.S. and Global Head of Casualty Reinsurance Greggory Clark, Executive Managing Director, Aon plc Meredith Swisha, Senior Managing Director, Aon plc |
| 2:20 – 3:10 pm | Capital Strategies and Solutions for (Re)Insurers Using Existing Liabilities |
Michael Terelmes, Managing Director, Compre Group Edward Torres, Executive Vice President, Gallagher Re Michelle Baurkot, Executive Vice President, Gallagher Re North America |
| 3:10 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | Tax Transformation |
Mark Herzinger, Partner, Financial Services, Baker Tilly US LLP Phil Schmoyer, Principal, Baker Tilly US LLP |
| 4:20 – 5:10 pm | US vs China; US vs Russia – Implications for the Future | Michelle DiGruttolo, Geopolitical Risk Advisor, Sage Raven Advisors |
| 5:10 – 6:00 pm | Storm Surge, Flood Risk, and Ocean Eddy Forecasting | Sergei Frolov, Senior Scientist, Weather Predict Consulting |
| 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.
Learning Objectives: Conference and webinar attendees will be able to:
- Understand the underlying market conditions for catastrophe reinsurance
- Discuss capital solutions options utilizing liabilities on insurers’ balance sheet
- Comprehend the challenges and opportunities of market shift to autonomous and electric vehicles
- Describe current issues of tax transformation
- Understand how global economic issues will effect 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, Group Internet Based
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.