Annual Conference
The Society of Insurance Financial Management
- Foxwoods Resort Casino Mashantucket, CT 06338
- September 23-26, 2018
- 23 Speakers
Who Attended
Finance, accounting and tax professionals in the insurance industry or public practice attended. The sessions were 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 were able to:
- Discuss current issues affecting the insurance industry
- Understand and apply key accounting and reporting requirements
- Understand the regulation and taxation of insurance and reinsurance companies
- Understand back office technology developments relating to the insurance industry
- Understand the changes in regulatory principles due to increasing use of big data
CPE Credits
Conference attendees can earn up to 17 CPE credits in Accounting, Specialized Knowledge and Taxes.Sunday, September 23, 2018
| Time | Event | Speaker | Location |
|---|---|---|---|
| 6:00 – 7:00 pm | Welcome Reception | Grand Pequot Ballroom |
Monday, September 24, 2018
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:00 – 8:15 am | Breakfast |
Grand Pequot Ballroom Section E |
|
| 7:30 – 8:15 am | Registration |
Grand Pequot Ballroom Prefunction Area |
|
| 8:25 – 8:30 am | Welcome, SIFM President |
Adriana Nivia, Chief Financial Officer-US Renaissance Reinsurance U.S. Inc |
Grand Pequot Ballroom |
| 8:30 – 9:20 am |
Keynote Address: US Insurance Regulators Role in the Age of Big Data |
Timothy Curry, Deputy Commissioner, Connecticut Insurance Department |
Grand Pequot Ballroom |
| 9:20 – 10:10 am | Compliance as a Managed Service |
Ellen Turi, Senior Manager, Deloitte LLP RJ Zielinski, Senior Manager, Deloitte LLP Lou Dimopoulos, Director, Enstar Group Ltd |
Grand Pequot Ballroom |
| 10:10 – 10:30 am | Refreshment Break |
Grand Pequot Ballroom Prefunction Area |
|
| 10:30 – 11:20 am | Secret Weapons in Finance Technology |
Michael Flagiello, Partner, Mazars USA LLP Agnes Lau-Fernau, Senior Manager, Mazars USA LLP |
Grand Pequot Ballroom |
| 11:20 – 12:10 pm |
Accounting Developments – FASB, IFRS 17 & Short Duration Contracts |
Keith Bell, SVP, The Travelers Companies, Inc | Grand Pequot Ballroom |
| 12:10 – 1:10 pm | Lunch |
Grand Pequot Ballroom Section E |
|
| 1:15 – 2:00 pm | Regulatory Arms Race |
Gregory Serio, Partner & Managing Director Park Strategies LLC |
Grand Pequot Ballroom |
| 2:00 – 2:50 pm | S&P’s Global View of the Insurance Industry |
Steve Guijarro, Director, S&P Global Ratings Peggy Poon, Associate Director, S&P Global Ratings |
Grand Pequot Ballroom |
| 2:50 – 3:10 pm | Refreshment Break |
Grand Pequot Ballroom Prefunction Area |
|
| 3:10 – 4:00 pm |
Navigating M&A Execution Risks – Maximizing the Value of the Deal |
Christopher Nemeth, Principal, Grant Thornton LLP | Grand Pequot Ballroom |
| 4:00 – 4:50 pm |
Autonomous Vehicles and Insurance: The Technology, New Mobility Models and Industry Impact |
Christopher Nyce, Principal, KPMG LLP Joseph Schneider, Managing Director, KPMG LLP |
Grand Pequot Ballroom |
| 4:50 – 5:00 pm | Business Meeting | Vincent Burke, Mazars USA LLP | Grand Pequot Ballroom |
| 6:00 – 8:00 pm | President's Reception | Vue 24 |
Tuesday, September 25, 2018
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:00 – 8:15 am | Breakfast |
Grand Pequot Ballroom Prefunction Area |
|
| 7:30 – 8:15 am | Registration |
Grand Pequot Ballroom Section E |
|
| 8:30 – 9:20 am |
Reserve Modernization: Adapting to a Changing World |
Christopher Nyce, Principal, KPMG LLP | Grand Pequot Ballroom |
| 9:20 – 10:10 am | The Rise of the Exponential Professional |
Stefan Peterson, Manager, Deloitte LLP Nathan Pohle, Manager, Deloitte LLP |
Grand Pequot Ballroom |
| 10:10 – 10:20 am | Refreshment Break |
Grand Pequot Ballroom Prefunction Area |
|
| 10:20 – 11:10 am | Update on Tax Reform (with an International Focus) |
Martha Eckhardt, Manager, Alan Gray LLP Sarah Sheldon, AVP, MetLife, Inc Joy Tegtmeyer, Partner, PwC |
Grand Pequot Ballroom |
| 11:10 – 12:00 pm | NAIC Update | Kyle Koreyva, Senior Manager, PwC | Grand Pequot Ballroom |
| 12:10 – 1:30 pm | Non-Golfers Networking Lunch with Speaker |
Sun Valley Room |
|
| 1:00 – 6:30 pm | SIFM Golf Tournament |
River Ridge Golf Course, Jewett City, CT |
|
| 6:30 – 8:30 pm | Mix and Mingle Reception | Vue 24 |
Wednesday, September 26, 2018
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:00 – 8:15 am | Breakfast |
Grand Pequot Ballroom Section E |
|
| 7:30 – 8:15 am | Registration |
Grand Pequot Ballroom Prefunction Area |
|
| 8:30 – 9:20 am | Robotic Process Automation | Sharda Cherwoo, Partner, EY | Grand Pequot Ballroom |
| 9:20 – 10:10 am |
Strategic Investment Opportunities and Outlook for Insurers |
Jeffery Jacobs, Global CIO, BlackRock, Inc |
Grand Pequot Ballroom |
| 10:10 – 10:20 am | Refreshment Break |
Grand Pequot Ballroom Prefunction Area |
|
| 10:20 – 11:10 am |
Innovation & Disruption Impacting the Insurance Industry: De-Mystifying InsurTech |
Daniel Gadino, Senior Manager, Deloitte LLP | Grand Pequot Ballroom |
| 11:10 – 12:00 pm | Insurance – Financial Reporting Update | Steve Siligato, Senior Manager, PwC | Grand Pequot Ballroom |
| 12:00 pm | Conference Wrap-up |
Drawing for Fire TV Cube; Bose SoundLink Micro Speaker; Wireless Headphones; Sprocket Printer; Apple Watch; and more |
Grand Pequot Ballroom |