Navigating Disruption:
Insights and Perspectives
The Society of Insurance Financial Management
- EY, One Manhattan West, 401 9th Ave, 48th Fl, NYC 10001
- March 20, 2024
- 10 Speakers
SIFM Quarterly Conference 2024
SIFM Quarterly Conference 2024
EY, One Manhattan West, 401 9th Ave, 48th Floor, New York City, NY 10001
Program Managers:
Dana D’Amelio, Partner. EY
Florie Bourrel-Heleine, Partner. Mazars USA
When: Wednesday, March 20, 2024
Time: 12:30 pm – 8:00 pm
Cost: $250 per person
Includes Lunch and conference with 5 CPE presentations, capped off with a Networking Reception
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 more
Special Company Price:
If your firm sends 5 employees, who are SIFM members, to the SIFM Conference (at $250 each), the 6th member can attend for FREE.
If your firm sends 7 or more members, each of those (7+) members will pay $100 per person.
Contact Diane Mensinger to implement these offers. DMensinger@SIFM.org or 973.303.6297
Speakers
| Time | Event | Speaker |
|---|---|---|
| 12:30 – 1:15 pm | Registration, Lunch | |
| 1:20 – 1:30 pm | Welcome | SIFM President John Yoon |
| 1:30 – 2:20 pm | Understanding CSRD: Essential Insights |
Phuong Gomard, Partner, Sustainable Finance, Mazars USA Soma Sinha, Director, Quality & Risk Management, Mazars USA |
| 2:20 – 3:10 pm | BEPS Pillar Two, Bermuda CIT Update |
Amy Chen, Senior Manager, EY Eddie Holland, Partner, International Tax and Transaction Servies, EY Christopher Ocasal, Partner Financial Services, EY John Owsley, Senior Manager, International Tax, EY |
| 3:10 – 4:00 pm | NY State Cyber Regulation Panel Discussion |
Cassandra Anderson, Executive Vice President, New York Insurance Association Ben Doane, Principal, Cybersecurity Managed Services, Mazars USA Matthias Liermann, Actuarial Director, Financial Services, Mazars USA |
| 4:00 – 4:20 pm | Refreshment Break | |
| 4:20 – 5:30 pm | Impact of AI on Insurance | Phil Boren, Partner, EY |
| 5:30 – 6:00 pm | Highlights of the SEC Climate Rule | Phuong Gomard, Partner, Sustainable Finance, Mazars USA |
| 6:00 – 8:00 pm | Networking Reception |
CPE Credits: By attending all the sessions, an attendee can earn 2 credits in Accounting, 2 credits 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 attendees will be able to:
- Describe regulators thinking on NY State’s cyber regulation
- Understand the requirements of CSRD (Corporate Sustainability Reporting Directive)
- Understand the requirements for US subsidiaries of European entities under BEPS Pillar Two
- Recognize the challenges of the next generation of technology enabled insurance
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 or Online
Refunds and Cancellations: Refund requests must be received 24 hours prior to the 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.