Quarterly Conference
The Society of Insurance Financial Management
- Grant Thornton LLP 757 Third Ave NYC 10017
- December 14, 2018
- 10 Speakers
Who Attended
Finance and accounting professionals in the insurance industry or public practice are welcome to attend. The sessions are relevant to those in finance, accounting, tax, risk and capital management, as well as compliance and reporting in the insurance industry.
Conference attendees were able to:
- Discuss current issues affecting the insurance industry
- Understand and apply key accounting and reporting requirements
- Understand the regulation and taxation of insurance and reinsurance companies
- Understand the recent changes in accounting rules and financial reporting requirements
- Understand issues impacting board governance
CPE Credits
Conference attendees earn up to 5 CPE Credits in Specialized Knowledge and Taxes. Please sign-in and sign-out on the CPE Attendance sheets to earn credit.
Agenda
| Time | Event | Speaker |
|---|---|---|
| 12:10 – 1:15 pm | Registration, Lunch | |
| 1:20 – 1:30 pm | Welcome |
SIFM President, Adriana Nivia, Chief Financial Officer – Renaissance Reinsurance U.S. Inc |
| 1:30 – 2:20 pm | Keynote Address: The Insurance Industry - Today and Tomorrow | David Walsh, President & CEO, Amalgamated Life Insurance Company |
| 2:20 – 3:10 pm | Issues Impacting Board Governance and Effectiveness |
Vincent Burke, Partner, Mazars USA LLP James Gkonos, Counsel, Saul Ewing Arnstein & Lehr LLP Joseph Morris, Founder, P&C Insurance Company Strategies LLC John Swanick, Partner, Grant Thornton LLP |
| 3:10 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | Key Reserving and Other Issues Affecting 2017 and 2018 Property & Casualty Industry Results | Rusty Kuehn, Consulting Actuary, Huggins Actuarial Services Inc |
| 4:20 – 5:10 pm | Market Conduct Matters |
Raymond Conover, Managing Director, Conover Insurance Regulatory & Compliance Services |
| 5:10 – 6:00 pm | Current Issues Affecting Individual Income Taxes | Lindsey Thor, Tax Director, Personal Financial Services, PwC |
| 6:00 – 8:00 pm | Holiday Networking Reception |