Quarterly Conference

The Society of Insurance Financial Management

Who Attended

Individuals in industry or public practice who have a basic working knowledge and interest in insurance finance, accounting, taxation and reporting. Conference attendees will be able to:
  • Discuss current issues related to the insurance industry
  • Understand and apply key accounting and reporting requirements
  • Understand the regulation and taxation of insurance and reinsurance companies
  • Understand recent changes in accounting rules and financial reporting requirements

CPE Credits

Conference attendees can earn up to 5 CPE credits in Accounting, and Specialized Knowledge. 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 N. Adriana Nivia,
Chief Financial Officer – US, Renaissance Reinsurance US Inc
  1:30 – 2:20 pm Digital Labor in Finance David Fourie, Partner, KPMG LLP
  2:20 – 3:10 pm Assessing Risk Culture Moderator: John Swanick, US Insurance Industry Partner-in-Charge, Grant Thornton LLP
Panel Members:
Maurice Crescenzi, Managing Director, Ethics and Compliance Practice Leader, Grant Thornton LLP
Frederick Kohm, Practice Leader, Forensic Investigations Disputes Services, Grant Thornton LLP
Johnny Lee, National Practice Leader for the Forensic Technology Services Practice, Grant Thornton LLP
Christopher Paulison, Partner, Financial Services Advisory, Grant Thornton LLP
  3:10 – 3:30 pm Refreshment Break
  3:30 – 4:20 pm The Perfect Storm: Lessons Learned from Uncovering Fraud John Fitzgerald, Corporate Controller, ProSight Specialty Insurance
Anders Land, Head of Internal Audit, QBE North America
  4:20 – 5:10 pm Expected Losses: Transitioning to Current Expected Credit Losses (CECL) Methodologies John Reedy, Manager, Grant Thornton LLP
Andrew Taylor, Senior Manager, Grant Thornton LLP
  5:10 – 6:00 pm Risk Governance: A Critical Look at Risk Committees and Risk Statements Nicos Scordis, Professor, Tobin College of Business, St. John's University
  6:00 – 8:00 pm Networking Reception​
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