Quarterly Conference

The Society of Insurance Financial Management

  • Grant Thornton LLP 757 Third Ave NYC 10017
  • June 20, 2018
  • 19 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. 

See All Past Speakers' Bios

Agenda

Time Event Speaker
12:15 – 1:00 pm Registration, Lunch
  1:00 – 1:15 pm Welcome N. Adriana Nivia, Chief Financial Officer – US, Renaissance Reinsurance U.S. Inc.
  1:15 – 2:05 pm How Tax Reform Impacts the Insurance Industry

Moderator: David Jones, Managing Director, Financial Services, KPMG LLP

Panel Members: Steven Greene, Director, Insurance Tax Services, Mazars USA LLP
Michael Regan, SVP, Head of Group Tax, RenaissanceRe, North America Employee Services Inc.
Mark Van Emburgh, Vice President, Tax, Munich Reinsurance America

  2:05 – 2:55 pm Developing an Organizational and Performance Culture Stefanie Coleman, Director, Financial Services Advisory, People & Organization, PwC
Jenna Jackson, Manager, Financial Services Advisory, People & Organization, PwC
  2:55 – 3:15 pm Refreshment Break
  3:15 – 4:30 pm Reinsurance Market Conditions

Moderator: Christopher McNulty, EVP, CFO & Treasurer, Greater New York Insurance Companies

Panel Members: Charles Griffin, Managing Director, EVP, Guy Carpenter & Co LLC
Gregory Sandvik, SVP, Ceded Reinsurance, Allied World Assurance Co
Alex van Dijk, Managing Director, Guy Carpenter & Co LLC
Edouard Vieux, SVP, Client Management Leader, Swiss Re America
  4:30 – 5:20 pm New York Regulatory Environment Panel

Moderator: John Swanick, US Insurance Industry Partner-in-Charge, Grant Thornton LLP

Panel Members: Michele Jacobson, Partner, Stroock & Stroock & Lavan LLP
Robert Lewin, Partner, Stroock & Stroock & Lavan LLP
James Wrynn, Senior Managing Director, FTI Consulting, Inc
  5:20 – 6:10 pm Cyber Security. Technology, Regulation, Emerging Risks

Moderator: Russell Sommers, Senior Manager, Baker Tilly Virchow Krause LLP

Panel Members: Douglas Bloom, Director, Cybersecurity and Forensics, PwC
Kelly Isikoff, CISO, RenaissanceRe U.S. Inc
John Pearce, Principal, Cyber Risk Advisory Services, Grant Thornton LLP
  6:10 – 8:00 pm Networking Reception
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