Quarterly Conference
The Society of Insurance Financial Management
- Grant Thornton LLP 757 Third Ave NYC 10017
- December 5, 2019
- 6 Speakers
Who Attended
Finance, accounting and tax professionals in the insurance industry or public practice. 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 learned to:
- Discuss the four main forces disrupting finance leadership
- Understand recent SEC comment letter trends, with a focus on those most significantly impacting the insurance industry
- Explore the obstacles insurers face in underwriting, pricing and selling cyber insurance
- Comprehend the maze of tax reform issues their impact and potential pivot points which may require action before the end of 2019.
CPE Credits
Conference attendees earned up to 5 CPE Credits in Specialized Knowledge and Taxes. Attendees must sign-in and sign-out on the CPE Attendance sheets to earn credit.
| Time | Event | Speaker |
|---|---|---|
| 12:15 – 1:00 pm | Registration, Lunch | |
| 1:00 – 1:15 pm | Welcome | SIFM President Erin E. Mulloy, Partner FSO Assurance, EY |
| 1:15 – 2:05 pm | Do You Define Your CFO Role or Does It Define You? | Sandy Sposato, Principal, EY |
| 2:05 – 2:55 pm | Social Media | Stephanie Frank, External Communications Manager, PwC |
| 2:55 – 3:10 pm | Refreshment Break | |
| 3:10 – 4:00 pm | SEC Hot Topics | Brandon Browne, Director, SEC Services, PwC |
| 4:00 – 4:50 pm | Overcoming Obstacles to Cyber Insurance Underwriting and Sales | Sam Friedman, Insurance Research Leader, Deloitte Services LP |
| 4:50 – 5:10 pm | SIFM Scholarship Presentations | Erin Mulloy, President, SIFM |
| 5:10 – 6:00 pm | Year-end Personal Tax Update | Stephen Johnson, Managing Director, Tax Consulting Services, Deloitte Services LLP |
| 6:00 – 8:00 pm | Holiday Networking Reception |