Quarterly Conference
The Society of Insurance Financial Management
- Grant Thornton LLP 757 Third Ave NYC 10017
- December 6, 2018
- 9 Speakers
Who Attended
Finance, accounting and tax professionals in the insurance industry or public practice should attend. The sessions are relevant to those in accounting, capital management, finance, information technology, risk management and tax as well as compliance and reporting in the insurance industry.
Conference attendees will be able to:
- Discuss current issues affecting the insurance industry
- Understand the regulation and taxation of insurance and reinsurance companies
- Understand the role that blockchain and distributed technologies play in the insurance industry
- Be aware of the SEC rulemaking activities, and their comment letters
- Recognize how risk management is changing its focus in response to technology
CPE Credits
Conference attendees can 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 – 1:00 pm | Registration, Lunch | |
| 1:00 – 1:15 pm | Welcome | SIFM President Erin E. Malloy, Partner FSO Assurance, EY |
| 1:15 – 2:05 pm | Blockchains and Distributed Ledgers: New Business Models and Value Creation for Insurers | Christopher Bassett, Senior Manager, Global Insurance Advisory, EY |
| 2:05 – 2:55 pm | Digital Fitness - Understanding Technology and its Impact on the Workforce of the Future | Stefanie Coleman, Director, Financial Services Advisory, People & Organization, PwC |
| 2:55 – 3:15 pm | Refreshment Break | |
| 3:15 – 4:05 pm | Regulatory Update. SEC Hot Buttons; Impact of Tax Reform on the Insurance Industry – The Unanswered Questions |
Lawrence Hayden, Managing Director, KPMG LLP John Forni, Managing Director, Grant Thornton, LLP Arash Barkhordar, Director, Grant Thornton LLP |
| 4:05 – 4:55 pm | Emerging Risks: Achieving Greater Efficiency and Effectiveness |
Mark DeLong, Managing Director, Operational Risk, Grant Thornton LLP Dennis Frio, Managing Director, Grant Thornton LLP John Swanick, US Insurance Industry Partner-in-Charge, Grant Thornton LLP |
| 4:55 – 5:10 pm | SIFM Scholarship Presentation | Erin Mulloy, President, SIFM |
| 5:10 – 6:00 pm | Yearend Personal Tax Update | Jessica Perna, Tax Partner, EY |
| 6:00 – 8:00 pm | Networking Reception |