2025 Annual Conference

The Society of Insurance Financial Management

September 7-10, 2025

Conference Pricing:

All-inclusive early bird pricing again this year! Includes the 3-day conference, breakfasts, lunches, evening networking receptions, and special networking options on Tuesday afternoon.

Early Bird 1: $1,055 May 1 – June 30
Early Bird 2: $1,155 July 1 – July 31
Standard: $1,355 August 1 – September 10
Speakers Golf: $ 240 Includes greens fees, cart, and lunch

Venue:

The Borgata Hotel and Casino
1 Borgata Way
Atlantic City, NJ 08401

Price: The SIFM special rate is $119/night for a Classic Queen Room.
This discount rate is available until Noon, Monday, August 18.

When registering, you will see an average nightly rate of $146.30. This includes the room rate as well as mandatory resort and occupancy fees. While these fees have always been included in the final bill, a new FTC ruling now requires them to be displayed upfront before you agree to the price. Please note that taxes are not included in the average nightly rate.

Complimentary benefits:

WI-FI in all sleeping rooms
Daily access to the Borgata Fitness Center
WI-FI in all meeting locations
Small meeting room (Apex B, across from conference room) for attendees on Monday, Tuesday and Wednesday
Early check-in on Sunday at 4 pm and late check-out daily at 12:30 pm

Future-Proofing Insurance: Embracing the New Operating Model

Highlights:

The SIFM’s Annual Conference is a premier event for insurance professionals that provides insights into emerging trends in the insurance industry. Over the course of two and a half days, registrants will have the opportunity to engage with experts, explore key developments and discuss pressing topics shaping the future of insurance.

Program Managers:

Martin Ferrer, Partner, Grant Thornton Advisors LLC
Christopher Alvino, Audit Managing Director, KPMG LLP
Yelena La Forgia, SVP, CFO, Aspen Insurance and Aspen U.S.
Alyssa Cotillo, Manager, Grant Thornton Advisors LLC
Francisco Romero, Senior Manager, Grant Thornton Advisors LLC

Featured Sessions:

Finance C-Suite Panel with moderator John Yoon, Chief Accounting Officer, QBE North America with insight from:

Jason Jacobs, Chief Accounting Officer, SageSure Insurance
Martin Hollander, SVP, Chief Audit Executive, Selective Insurance Company
Rob Wolf, CFO, Hudson Insurance Group

Fraud Risk and Trends identified Through Customer Complaints, Paul Avinger, Senior Manager, Forensic Advisory Services, Grant Thornton Advisors

Critical Topics for Insurance Board Members featuring:

Matthew Adams, Non-executive Board Member, Fidelis Insurance Group
Michael Angelina, Board Member, Haggerty Reinsurance Ltd; Board Member, RLI Corp; and Board Member, Coaction Global.
John Swanick, Board Member Audit Chair, Mereo Insurance, and Board Member and Operations Committee Chair, GBU Financial Life

The sessions will provide insights into the shifting insurance landscape, equipping attendees with the knowledge needed to navigate challenges and seize new opportunities. The conference is also an excellent networking opportunity, fostering connections among peers and industry leaders.

Sunday, September 7, 2025

Time	Event	Speaker	Location
6:00 – 7:00 pm	*Welcome Reception*		MGM Tower Prefunction Area

Monday, September 8, 2025

Time	Event	Speaker	Location
7:45 – 8:45 am	*Breakfast*		Borgata ABG Main Dining Room
8:00 – 8:45 am	*Registration*		MGM Tower, 2nd Floor Tides Conference Rooms
8:45 – 9:00 am	Welcome, SIFM President	Yelena La Forgia SVP, CFO, Aspen Insurance and Aspen U.S. SIFM President	MGM Tower, 2nd Floor Tides Conference Rooms
9:00 – 9:50 am	Keynote Address Revolutionizing Internal Audit: The AI-Driven Transformation	Naohiro Mouri Senior Internal Audit Executive	MGM Tower, 2nd Floor Tides Conference Rooms
9:50 – 10:40 am	Finance C-Suite Panel	Moderator: John Yoon, Chief Accounting Officer, QBE North America Panelists: Jason Jacobs, Chief Accounting Officer, SageSure Insurance Manager LLC Martin Hollander, SVP, Chief Audit Executive, Selective Insurance Company of America Rob Wolf, CFO, Hudson Insurance Group	MGM Tower, 2nd Floor Tides Conference Rooms
10:40 – 11:10 am	*Refreshment Break*		MGM Tower, 2nd Floor Prefunction Area
11:10 – 12:00 pm	Staying Up-to-Date with MGAs TPAs		MGM Tower, 2nd Floor Tides Conference Rooms
12:00 – 1:00 pm	*Lunch*		Borgata ABG Main Dining Room
1:10 – 2:00 pm	TBD		MGM Tower, 2nd Floor Tides Conference Rooms
2:00 – 2:50 pm	Economic Update		MGM Tower, 2nd Floor Tides Conference Rooms
2:50 – 3:05 pm	*Refreshment Break*		MGM Tower, 2nd Floor Prefunction Area
3:05 – 3:55 pm	Cyber AI / Automation	Jim Blackwell, Managing Director, BDO Digital USA Dennis Glendenning, Director, Microsoft Security Solutions, BDO USA	MGM Tower, 2nd Floor Tides Conference Rooms
3:55 – 4:45 pm	Tax Implications of Tariffs	John Forni, Managing Director, Tax Services, Grant Thornton Advisors LLC David Slenn, Managing Director Tax Policy, Grant Thornton Advisors LLC	MGM Tower, 2nd Floor Tides Conference Rooms
6:00 – 8:00 pm	*President's Reception*		MGM Tower, 32nd Floor Overlook Room

Tuesday, September 9, 2025

Time	Event	Speaker	Location
6:45 – 7:45 am	*Breakfast*		Borgata ABG Main Dining Room
7:30 – 8:00 am	*Registration*		MGM Tower, 2nd Floor Tides Conference Rooms
8:00 – 8:50 am	*Keynote Address*		MGM Tower, 2nd Floor Tides Conference Rooms
8:50 – 9:40 am	View from an Insurance Commissioner		MGM Tower, 2nd Floor Tides Conference Rooms
9:40 – 9:50 am	*Refreshment Break*		MGM Tower, 2nd Floor Prefunction Area
9:50 – 10:40 am	Finance Function Transformation - Lessons Learned; What Works vs What Doesn’t Work	John Swanick, Senior Director Insurance Practice. Centri Business Consulting LLC Martin Ferrer, Insurance Advisory Principal, Grant Thornton Advisors LLC Garrett Buckless, Managing Director, Accounting Transformation Practice, Centri Business Consulting LLC	MGM Tower, 2nd Floor Tides Conference Rooms
10:40 – 11:30 am	Workday Presentation		MGM Tower, 2nd Floor Tides Conference Rooms
12:00 – 5:00 pm	*Networking Events*	• Lunch for non-golfers • Spa Options at Borgata Spa • Golf Outing & Lunch at Seaview Hotel and Golf Club	Borgata ABG Main Dining Room
6:30 – 8:30 pm	*Mix & Mingle Reception*		MGM Tower, Main Floor Indoor Pool

Wednesday, September 10, 2025

Time	Event	Speaker	Location
7:15 – 8:15 am	*Breakfast*		Borgata ABG Main Dining Room
8:00 – 8:30 am	*Registration*		MGM Tower, 2nd Floor Tides Conference Rooms
8:30 – 9:20 am	*Keynote Address* Hot Topics for Insurance Board Members	Moderator: Mathew Tierney, Partner, Grant Thornton LLC Panelists: Matthew Adams, Non-Executive Board, Fidelis Insurance Group Michael Angelina, Board Member, Haggerty Reinsurance Ltd; Board Member, RLI Corp; and Board Member Coaction Global John Swanick, Board Member Audit Chair, Mereo Insurance; and Board Member and Operations Committee Chair, GBU Financial Life	MGM Tower, 2nd Floor Tides Conference Rooms
9:20 – 10:10 am	The M&A Environment – Recent Activity, Motivating Factors and the Future	Anthony Latini, Managing Director, Investment Banking, Janney Montgomery Scott LLC Brian Kehoe, VP Insurance Investment Banking, Janney Montgomery Scott LLC	MGM Tower, 2nd Floor Tides Conference Rooms
10:10 – 10:20 am	*Refreshment Break*		MGM Tower, 2nd Floor Prefunction Area
10:20 – 11:10 am	Reinsurance	Renaissance Reinsurance Speaker	MGM Tower, 2nd Floor Tides Conference Rooms
11:10 – 12:00 pm	Fraud Risk and Trends - Identified Through Customer Complaints	Paul Avinger, Senior Manager, Forensic Advisory Services, Grant Thornton Advisors	MGM Tower, 2nd Floor Tides Conference Rooms
12:00 pm	*Conference Wrap-up*	End of Conference Drawing	MGM Tower, 2nd Floor Tides Conference Rooms

Speakers

Yelena La Forgia

SIFM President
SVP, Chief Financial Officer, Aspen Insurance and Aspen US

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John Yoon

Chief Accounting Officer, QBE North America

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John Swanick

Senior Director, Insurance Practice, Centri Business Consulting LLC

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Michael Angelina

Executive in Residence, Maguire Academy of Insurance and Risk Management, Saint Joseph’s University

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Paul Avinger

Senior Manager, Forensic Advisory Services, Grant Thornton LLP

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CPE Credit

Attendees can earn up to 15 credits in Accounting, Finance, Tax and Specialized Knowledge.

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 tax implications of tariffs on the insurance industry
Recognize the changes in the M&A environment
Understand the issues facing finance executives
Identify fraud risk and trends in customer complaints
Recognize issues with MGAs and TPAs and their impact

Prerequisites: Attendees should have a minimum of 5 – 10 years of insurance industry experience in finance and accounting, tax, risk and capital management, compliance, reporting or financial technology
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Golf Outing

Seaview Hotel and Golf Club, 401 S New York Road, Galloway, NJ 08205

Borgata Spa Options

The Spa has over 30 rooms and attendants to make your afternoon special.

Click Here

Event Location

Borgata Hotel, Casino & Spa
1 Borgata Way,
Atlantic City, NJ 08401

Tel: (609) 317-1000

Email: Diane.SIFM@verizon.net

SIFM Sponsors

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.