Driving Success –
Navigating Financial Fairways
The Society of Insurance Financial Management
- Arcola Country Club, Rt. 4 & Paramus Road, Paramus, NJ 07652
- June 25, 2025
- 12 Speakers
SIFM Quarterly Conference 2025
Arcola Country Club
Rt. 4 & Paramus Road
Paramus, NJ 07652
(GPS use 24 Paramus Road)
https://www.arcolacc.org
Program Managers:
Kenneth Croarkin, Partner, Audit & Assurance, EisnerAmper LLP
When: Wednesday, June 25, 2025
Time: Golf Outing Precedes Conference
Continental Breakfast: 7:00 am on Lower Patio
Shot Gun Start: 8:00 am
Lunch: 12:30 – 1:15 pm
Welcome: 1:15 pm
Conference: 1:30 – 6:00 pm
Networking Reception: 6:00 – 8:00 pm
Pricing:
Golf: $355 for members and guests. Includes breakfast, cart, greens fees, forecaddie (see flyer)
Conference: $305 for members and guests. Includes lunch, conference and reception for members or guests
Speakers
Yelena La Forgia
SIFM President
Andrew Baxter
| Time | Event | Speaker |
|---|---|---|
| 7:00 – 8:00 am | Breakfast on the Lower Patio for Golfers | |
| 8:00 – 12:00 pm | Golf Outing and Networking | |
| 12:30 – 1:15 pm | Registration, Luncheon | |
| 1:15 – 1:30 pm | Welcome | Yelena La Forgia, President, SIFM. SVP, Chief Financial Officer, Aspen Insurance and Aspen U.S. |
| 1:30 – 2:20 pm | Risk, Innovation and Operations: The Forces Reshaping HR and Compensation in Insurance |
Mary Rizzuti, Partner, Compensation Resources LLC, an EisnerAmper Company Sara Schmidt, Director, Compensation Resources LLC, an EisnerAmper Company |
| 2:20 – 3:10 pm | Navigating Tides in the Insurance Sector |
Sophia Song, Director, Actuarial Services Practice, KPMG LLP Ian Sterling, Principal, US Property & Casualty Actuarial Practice, KPMG LLP |
| 3:10 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | Technology Strategies to Address Statutory Reporting Challenges |
Andrew Baxter, Managing Director, Governance, Internal Audit, and Controls Practice, FTI Consulting Inc Burch LaPrade, CEO, Gain Compliance Inc Speaker from Workiva |
| 4:20 – 5:10 pm | Statutory Accounting Update | Sarah Stubbs, Director, Education Services, Sovos Booke Compliance LLC |
| 5:10 – 6:00 pm | Long Term Personal Financial Planning – Impacts on the Markets and Key Financial Planning for Future Needs |
Brian Thorkelson, Chief Market Strategist, Prosperity Wealth Management Inc Marc Scudillo, Senior Wealth Advisor, Prosperity Wealth Management Inc Patrick Rogers, Wealth Advisor, Prosperity Wealth Management Inc Ana Bou-Goldsmith, Portfolio Manager, Prosperity Wealth Management Inc |
| 6:00 – 8:00 pm | Networking Reception |
CPE Credits: By attending all the sessions, an attendee can earn 2 credits in Accounting, 1 credit in Auditing, 2 credits in 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:
- Understand how compensation affects risk management, innovation and operations modernization
- Comprehend the challenges and opportunities for a technology-enables statutory reporting process
- Describe current issues actuarial and statutory accounting
- Grasp the financial impacts on personal financial 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 or Online
Refunds and Cancellations: Refund requests must be received 24 hours prior to the conference. For more information regarding refunds, 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
Rt. 4 & Paramus Road
Paramus, NJ 07652
(GPS use 24 Paramus Road)
Email: Diane.SIFM@verizon.net