Driving Success –
Navigating Financial Fairways

The Society of Insurance Financial Management

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

Yelena La Forgia

SVP, Chief Financial Officer, Aspen Insurance and Aspen U.S.
SIFM President
Mary Rizzuti

Mary Rizzuti

Partner, Compensation Resources LLC, an EisnerAmper Company
Sara Schmidt

Sarah Schmidt

Director, Compensation Resources LLC, an EisnerAmper Company
Sophia Song

Sophia Song

Director, Actuarial Services Practice, KPMG LLP
Andrew Baxter

Andrew Baxter

Managing Director, Governance, Internal Audit, and Controls Practice, FTI Consulting Inc
Burch LaPrade

Burch LaPrade

Actuarial Director, Forvis Mazars USA

TBD

Workiva
Sarah Stubbs

Sarah Stubbs

Director, Actuarial Services Practice, KPMG LLP
Brian Thorkelson

Brian Thorkelson

Chief Market Strategist, Prosperity Wealth Management Inc
Marc Scudillo

Marc Scudillo

Senior Wealth Advisor, Prosperity Wealth Management Inc
Patrick Rogers

Patrick Rogers

Wealth Advisor, Prosperity Wealth Management Inc

Ana Bou-Goldsmith

Portfolio Manager, Prosperity Wealth Management Inc

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.

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 2025 HR and Compensation for the Insurance Industry: Outlook on Risk Management, Innovation, Operations Modernization in a Data-Driven Environment Mary Rizzuti, Partner, Compensation Resources LLC, an EisnerAmper Company
Sarah Schmidt, Director, Compensation Resources LLC, an EisnerAmper Company
  2:20 – 3:10 pm Actuarial Update Sophia Song, Director, Actuarial Services Practice, KPMG LLP
  3:10 – 3:30 pm Refreshment Break
  3:30 – 4:20 pm Tech-Enabling Insurance Statutory Reporting Process 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, Property & Casualty Director, 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​

Event Location

Arcola Country Club
Rt. 4 & Paramus Road
Paramus, NJ 07652 
(GPS use 24 Paramus Road)

Email: Diane.SIFM@verizon.net

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