Quarterly Conference
The Society of Insurance Financial Management
- 24 Paramus Road, Paramus, NJ 07652
- Wednesday, June 23, 2021
- 6 Speakers
SIFM LIVE & LIVE STREAM
When: Wednesday, June 23, 2021
CPE Credits: 4 CPE Presentations. In order to be awarded the full credit, you must respond to 3 of the 4 polling questions during each session of the webinar. If attending in-person, you must sign in and sign out on the Sign-In sheets.
Cost: SIFM members and non members: $250 in-person; $100 live streaming webinar.
Venue
Arcola Country Club, Paramus, NJ.
To ensure that all attendees are comfortable, the meeting will be held outside, in a 60 ft by 90 ft tent which will be open on 3 sides. There will be AV projection for in-person viewing.
Pricing
In-Person: $250 includes the conference with 4 CPE presentations; a round of golf on an award-winning course, lunch, with either continental breakfast or cocktails, depending upon the final structure of the day. Welcome back bonus – golf is free!!
Webinar: $100 includes the conference with 4 CPE presentations. The webinar sessions will stream live from Arcola Country Club and will be similar to our regular monthly webinars with polling questions for each of the 4 presentations. Register for the webinar by midnight June 21st.
Speakers
Agenda
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:45 – 8:15 am | Continental Breakfast | Patio | |
| 7:45 – 8:15 am | Registration | Tent | |
| 8:15 – 8:30 am | Welcome |
John Yoon Executive Vice President, SIFM; Managing Director, AIG |
Tent, Online |
| 8:30 – 9:20 am | Keynote Address: The NextWave of Insurance and Reimagining Insurer Finance Functions |
Edward Majkowski,
Americas Insurance Sector and Consulting Leader, EY Chad Runchey, Americas Insurance Finance, Risk and Actuarial Change Leader, EY |
Tent, Online |
| 9:20 – 10:10 am | Asset Manager Participation in P&C (Re-)insurance Industry Start-Ups |
Bryce Chilton,
VP, Carlyle Insurance Solutions, The Carlyle Group Miguel Pires, Principal, The Carlyle Group |
Tent, Online |
| 10:10 – 10:20 am | Refreshment Break | Tent | |
| 10:20 – 11:10 am | The ESG Insurance Landscape |
Trevor Dunaway,
Manager, KPMG IMPACT,
KPMG LLP Michael LeFante, Managing Director, NY Financial Services Insurance Practice, KPMG LLP |
Tent, Online |
| 11:10 – 12:00 pm | The Changing Landscape in US Tax Policy – The Biden Effect |
Vince Scarpati, Partner, PwC Janice Mays, Managing Director, Tax Policy Services, PwC |
Tent, Online |
| 12:00 – 12:45 pm | Lunch | Tent | |
| 1:00 – 5:00 pm | Golf Outing | Prizes Presented by John Yoon, EVP, SIFM |
CPE Credit: Conference and webinar attendees can earn 1 CPE credit in tax, and up to 3 credits in Specialized Knowledge. Webinar attendees must answer a minimum of 3 polling questions for each session. In-person attendees must sign-in and sign-out on the CPE attendance sheets to earn credits.
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 the coming technological challenges in insurance
- Comprehend the market activity surrounding insurance startups
- Recognize the impact of ESG on corporate leadership
- Identify how the Biden administration’s business tax proposals will affect the insurance sector
Prerequisite: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live and Group Internet Based
Refunds and Cancellations: Refund requests must be received 24 hours prior to the webinar and the in-person event. 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
Arcola Country Club
24 Paramus Road,
Paramus, NJ 07652
Tel: (201) 843-3990
Email: Diane.SIFM@verizon.net