Annual Conference
The Society of Insurance Financial Management
- Borgata Hotel and Casino, 1 Borgata Way Atlantic City, NJ 08401
- September 17-20, 2017
- 27 Speakers
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 17 CPE Credits in Accounting, Information Technology, Specialized Knowledge, Tax.
Please sign-in and sign-out on the CPE Attendance Sheets to earn credit.
Sunday, September 17, 2017
| Time | Event | Speaker | Location |
|---|---|---|---|
| 6:00 – 7:00 pm | Welcome Reception | Water Club, 2nd Floor Prefunction Area |
Monday, September 18, 2017
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:00 – 8:15 am | Breakfast |
Borgata Wolfgang Puck American Grill |
|
| 7:30 – 8:15 am | Registration |
Water Club, 2nd Floor |
|
| 8:25 – 8:30 am | Welcome, SIFM President |
Adriana Nivia, Chief Financial Officer-US Renaissance Reinsurance U.S. Inc |
Water Club, 2nd Floor Tides Conference Rooms |
| 8:30 – 9:20 am |
Keynote Address: Insurtech and the Lemonade Story |
Ty Sagalow, CEO, Innovation Insurance Group, LLC |
Water Club, 2nd Floor Tides Conference Rooms |
| 9:20 – 10:10 am | Winner Take All and the Rise of the Superstar Firm: An Insurance Industry Perspective | Frank Schmid, Head of P&C, AIG | Water Club, 2nd Floor Tides Conference Rooms |
| 10:10 – 10:30 am | Refreshment Break | Water Club, 2nd Floor | |
| 10:30 – 11:20 am |
Disruptive Technology & Distribution – Is the Current P&C “Value Chain” Prepared? |
Joseph Christiana, Senior Equity Analyst, Partner, Dowling & Partners Securities LLC |
Water Club, 2nd Floor Tides Conference Rooms |
| 11:20 – 12:10 pm | Prospect of Tax Reform | Ronald Dabrowski, Partner, Washington National Tax Practice, KPMG | Water Club, 2nd Floor Tides Conference Rooms |
| 12:10 – 1:10 pm | Lunch |
Borgata Wolfgang Puck American Grill |
|
| 1:15 – 2:00 pm | Innovation and Changes in the Labor Market |
Barbra Marder, Talent Business Global Leader, Senior Partner, Mercer |
Water Club, 2nd Floor Tides Conference Rooms |
| 2:00 – 2:50 pm | Interconnectedness of Risk | Brad Fischtrom, Chief Risk Officer, AIG |
Water Club, 2nd Floor Tides Conference Rooms |
| 2:50 – 3:10 pm | Refreshment Break | Water Club, 2nd Floor | |
| 3:10 – 4:00 pm | Brexit: The Good, the Bad and the Ugly | Sarah Ouarbya, Partner, Mazars LLP, London |
Water Club, 2nd Floor Tides Conference Rooms |
| 4:00 – 4:50 pm | SEC Update | Jennifer Weiner, Partner, EY | Water Club, 2nd Floor Tides Conference Rooms |
| 6:00 – 8:00 pm | President's Reception |
Water Club, Main Level Indoor Pool |
Tuesday, September 19, 2017
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:00 – 8:15 am | Breakfast |
Borgata Wolfgang Puck American Grill |
|
| 7:30 – 8:15 am | Registration | Water Club, 2nd Floor | |
| 8:30 – 9:20 am | Bitcoin: Myth Versus Reality |
Moderator: John Cunningham, VP-Chief Financial System Officer Starr Insurance Holdings, Inc Panel Members: James Faucette, Executive Director, Morgan Stanley Stephen Holmes, Vice President, CTO, FinTech Lab, Virtusa David Kragseth, Sr, Technical Contracts Specialist, Munich Re America |
Water Club, 2nd Floor Tides Conference Rooms |
| 9:20 – 10:10 am | Insurtech and Innovation: Industry Trends and Insights from the Perspective of an Insurance Group VC Fund | Christopher Dougherty, Chief Underwriting Officer – Insurance, XL Catlin |
Water Club, 2nd Floor Tides Conference Rooms |
| 10:10 – 10:20 am | Refreshment Break | Water Club, 2nd Floor | |
| 10:20 – 11:10 am | Emergence of Robotics in Tax Compliance |
Moderators: Sarah Sheldon, Senior Counsel, MetLife, Inc John Swanick, Partner, Grant Thornton LLP Panel Members: Michele Landon, Senior Manager, Tax, EY Vivek Rodrigues, Senior Manager, Grant Thornton LLP R J Zielinski, Senior Tax Manager, Deloitte Tax LLP |
Water Club, 2nd Floor Tides Conference Rooms |
| 11:10 – 12:00 pm |
Integrated Reporting: A Holistic Approach to Creating Organizational Value |
Bob Laux, North American Lead, International Integrated Reporting Council |
Water Club, 2nd Floor Tides Conference Rooms |
| 12:10 – 1:30 pm |
Non-Golfers Lunch and Speaker. Influencing for Innovation: Getting People to Believe in Something They Can't Yet Imagine |
Lee Miller, Principal, Helix Innovation Network |
Water Club, 2nd Floor Aqua Conference Rooms |
| 1:00 – 6:30 pm |
SIFM Golf Tournament Lunch and Awards |
Atlantic City Country Club | |
| 6:30 – 8:30 pm | Mix and Mingle Reception |
Water Club, 32nd Floor Immersion Pool |
Wednesday, September 20, 2017
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:00 – 8:15 am | Breakfast |
Borgata Wolfgang Puck American Grill |
|
| 7:30 – 8:15 am | Registration | Water Club, 2nd Floor | |
| 8:30 – 9:20 am | IFRS 17 Insurance Contracts | Danielle Handlan, Partner, KPMG |
Water Club, 2nd Floor Tides Conference Rooms |
| 9:20 – 10:10 am | Impact of Climate Change on the Insurance Industry |
Dail Rowe, Senior Scientist, WeatherPredict Consulting, Inc |
Water Club, 2nd Floor Tides Conference Rooms |
| 10:10 – 10:20 am | Refreshment Break | Water Club, 2nd Floor | |
| 10:20 – 11:10 am |
NAIC Update - Accounting, Investments, and Solvency Modernization |
Christina Ahn, Senior Manager, PwC |
Water Club, 2nd Floor Tides Conference Rooms |
| 11:10 – 12:00 pm |
Federal and State Captive Insurance Tax Considerations: How Not To Be Held Captive |
John Forni, Managing Director, Grant Thornton LLP Jason Clarke, Tax Manager, Grant Thornton LLP Peter Tofilski, Tax Manager, Grant Thornton LLP |
Water Club, 2nd Floor Tides Conference Rooms |
| 12:00 pm | Conference Wrap-up | Drawing for SmartWatch, Echo, Dot, Sprocket Printer & More |
Water Club, 2nd Floor Tides Conference Rooms |