Quarterly Conference
The Society of Insurance Financial Management
- EY, One Manhattan West, 401 9th Ave, 48th Fl, NYC 10001
- Thursday, Mar. 23, 2023
- 7 Speakers
Claims, Fraud, and Moving to the Cloud: What are the Trends and Regulatory Responses?
SIFM QUARTERLY CONFERENCE 2023
Program Manager: Dana D’Amelio, Partner, EY
When: Thursday, March 23, 2023 (deadline to register is Wednesday, Mar 22 at midnight).
Time: 12:30-8 PM
CPE Credit: By attending all the sessions, an attendee can earn 4 credits in Accounting and 1 credit in Specialized Knowledge.
Location: EY, One Manhattan West, 401 9th Ave, 48th Fl, NYC 10001
Attendance Options
Date / Time: Thursday, Mar. 23, 2023 / 12:30-8 PM
- Register In Person: $250 per person includes lunch, conference with 5 CPE credit presentations, capped off with a networking reception.
- Register for Member Webinar. $125 includes the conference with 5 CPE credits. Registrants must be a member of SIFM. The webinar will stream live.
Speakers
Gregory Giardiello
Deputy Finance, Chief Operating Officer, QBE North America
Agenda
| Time | Event | Speaker |
|---|---|---|
| 12:30 – 1:15 pm | Registration and Lunch | |
| 1:20 – 1:30 pm | Welcome - SIFM Executive Vice President |
Gregory Giardiello Deputy Finance, Chief Operating Officer, QBE North America |
| 1:30 – 2:20 pm |
Keynote Address The Future of Claims is Touchless |
Sean Burgess, Chief Claims Officer, Lemonade Insurance Company |
| 2:20 – 3:10 pm | Fraud and the SEC | Peter Bradford, Managing Director, Global Leader - Fraud, KPMG LLP |
| 3:10 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | Audit Committee Considerations for Cloud Migration | James Ord-Hume, Director, Financial Services Digital Assurance & Transparency, PwC |
| 4:20 – 5:00 pm |
Climate Risk – A 3-Part Session The Climate Risk Landscape: Key Considerations for Evaluating Physical Risk Tools |
Elizabeth Henderson, Global Head of Climate Solutions, Aon plc |
| 5:00 – 5:15 pm | What to Expect When You’re Expecting (Climate Regulation) | Meredith Jones, Managing Director and ESG Practice Leader, EY |
| 5:15 – 6:05 pm | Fireside Chat with AM Best: Is ESG a Credit Risk Input? |
Moderator: Meredith Jones, Managing Director and ESG Practice Leader, EY Panelist: Andrea Keenan, EVP and Chief Strategy Officer, AM Best |
| 6:05 – 8:00 pm | Networking Reception |
Special Guest Discount: $100. When registered by a current member. Guest Discount is valid for first time attendees only.
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
Special Corporate Discount
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. (973.303.6297)
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 insurance claims systems will be touchless in the future
- Comprehend the SEC’s current thinking about insurance fraud
- Understand the issues of moving to the cloud
- Recognize the impact of climate risk on credit ratings
- Evaluate physical risk assessment tools and models
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 event. 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.