2026 Holiday Conference
The Society of Insurance Financial Management
- KPMG, Two Manhattan West, 375 9th Avenue, NYC 10001
- December 3, 2026
- 8 Speakers
Insurance 2027: Navigating Risk, Capital & Opportunity
The insurance industry is entering 2027 amid shifting risks, evolving capital strategies, market opportunities, and a changing political landscape.
This conference will bring together industry leaders and experts to explore the transformation of the reinsurance market, the forces driving insurance M&A, and where new opportunities for growth and value are emerging.
Attendees will also gain an insider’s perspective on the players, priorities, and politics of the 120th Congress and what they could mean for the industry.
Join us for a forward-looking discussion designed to provide the insights and perspectives needed to navigate what’s ahead.
Venue: KPMG
Location: Two Manhattan West, 375 9th Avenue, NYC 10001
Date: Thursday, December 3, 2026
Program Manager:
Christopher Alvino, Partner, KPMG LLP
Special Guest Pricing
$100; *When registered by a current member. Guest Discount is valid for first time attendees only. BRING A GUEST! You know how valuable the SIFM Conferences are to your professional development. Now, you can bring non-SIFM-member colleagues to our Quarterly Conferences for only $100! Learn moreContact Diane Mensinger to implement these offers. DMensinger@SIFM.org or 973.303.6297. Plus, new members can take advantage of our special membership offer – Join Now and your membership will extend until January 2028.
Speakers
| Time | Event | Speaker |
|---|---|---|
| 12:15 – 1:00 pm | Registration, Lunch | |
| 1:00 – 1:15 pm | Welcome | SIFM President Russell Sommers, Principal, Baker Tilly Advisory Group, LP |
| 1:15 – 2:05 pm | Fireside Chat: The Reinsurance Landscape – Trends and Transformation |
Eileen Grunert, Managing Director, Fortitude Re Lucy Lillycrop, Assurance Partner, Insurance, PwC LLP |
| 2:05 – 2:55 pm | Insurance M&A: Where the Market Is Moving and Where Value Is Emerging |
Peter Soloman, Partner Financial Services Deal Advisory Practice, KPMG LLP Greg Share, CEO, Acorn Investment Partners; Senior Advisor, Oaktree Capital Management |
| 2:55 – 3:10 pm | SIFM Scholarship Presentations |
Presented by SIFM President Russell Sommers 2027 SIFM Scholarship Winner from St. John’s University 2027 SIFM Scholarship Winner from Saint Joseph’s University |
| 3:10 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | TBD | Speaker from Baker Tilly |
| 4:20 – 5:10 pm | Inside Capitol Hill - The Players, Priorities, and Politics of the 120th Congress | Priya Dayananda, Managing Director of Federal Government Affairs, KPMG LLP |
| 5:10 – 6:00 pm | Personal Tax Planning | Rozleen Giwani, Partner, Forvis Mazars US |
| 6:00 – 8:00 pm | Holiday Networking Reception |
CPE Credits
By attending all the sessions, an attendee can earn 2 credits in Accounting, 1 credit in Finance, 1credit in Specialized Knowledge and 1 credit in Taxes.
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 and webinar attendees will be able to:
- Understand how reinsurers will thrive amid a market that has plateaued and with new entrants into the market
- Evaluate the changes in the insurance M&A market and the drivers of emerging value in the industry
- Identify the key accounting, reporting, regulatory developments
- Recognize the players, priorities and financial risks influencing the insurance industry
- Understand the tax implications and risks for 2027 planning
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
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.
Event Location
KPMG
Two Manhattan West, 375 9th Avenue,
New York, NY 10001
Tel: 973-303-6297
Email: Diane.SIFM@verizon.net