Quarterly Conference

The Society of Insurance Financial Management

1 day of inspiration and education on risk, tax, and insurance.

On Wednesday in New York City, SIFM returns with another carefully curated selection of presentations.
Our executive speakers will provide insights into their work and industry trends to watch.

Speakers

Erin Mulloy

Erin Mulloy

SIFM President, Partner FSO Assurance, EY

Constance Hunter

Principal & Chief Economist, KPMG LLP

Larry Rubin

Life Actuarial Partner, PwC

Robert Ceske

Principal, KPMG LLP

Scott Shapiro

Principal, KPMG LLP

Douglas Sweeney

Managing Director, Deloitte Transactions & Business Analytics LLP

Fahad Khan

Senior Manager, Deloitte Transactions & Business Analytics LLP

Sarah Sheldon​

AVP, Assistant Tax Council, MetLife, Inc. ​

Gregory Giardiello

SVP, Chief Accounting Officer,
QBE North America

Anastasia Razumova

AVP Accounting and Reporting,
QBE North America

Atif Ghauri

Principal, Cybersecurity Practice Leader,
Mazars USA

Agenda

Time Event Speaker
12:15 – 1:00 pm Registration, Lunch
  1:00 – 1:15 pm Welcome SIFM President Erin Mulloy, Partner FSO Assurance, EY
  1:15 – 2:05 pm Keynote Speaker
The U.S. economy: No more fat pitches!
Constance Hunter, Principal, Chief Economist, KPMG LLP
  2:05 – 2:55 pm Long Term Care – What Else Can Go Wrong? Lawrence Rubin, Life Actuarial Partner, PwC
  2:55 – 3:10 pm Refreshment Break
  3:10 – 4:00 pm The End of LIBOR – Not Just a Banking Problem! Robert Ceske, Principal, KPMG LLP
Scott Shapiro, Principal, KPMG LLP
  4:00 – 4:50 pm Insurance M&A – Potential Driver for Growth Douglas Sweeney, Managing Director, Deloitte Transactions & Business Analytics LLP
Fahad Khan, Senior Manager, Deloitte Transactions & Business Analytics LLP
  4:50 – 5:10 pm Refreshment Break
  5:10 – 6:00 pm Break Out Sessions Tax Roundtable:
Salt Issues-Conformity: Planning & Audit Issues for Federal Tax Reform.

Moderated by Sarah Sheldon, AVP, Assistant Tax Counsel, MetLife Inc
IFRS17 Implementation.
Gregory Giardiello, SVP, Chief Accounting Officer, QBE North America Anastasia Razumova, AVP Accounting and Reporting, QBE North America
The Cyber Security Threat Landscape.
Moderated by Atif Ghauri, Principal, Cybersecurity Practice Leader. Mazars USA
  6:00 – 8:00 pm Networking Reception

Event Location

KPMG
345 Park Ave
New York, NY 10154

Tel: 973.303.6297

Email: Diane.SIFM@verizon.net

Who Should Attend

Finance, accounting and tax professionals in the insurance industry or in 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 regulatory issues impacting the insurance industry including state conformity with federal tax reform and IFRS implementation
  • Understand how the dissolution of LIBOR will affect insurance and reinsurance companies
  • Recognize the threats that cybersecurity have on insurance companies
  • Realize the potential that M&A has as a driver of growth

CPE Credits

Conference attendees can earn up to 5 CPE Credits in Accounting, Specialized Knowledge and Taxes. 

Please sign-in and sign-out on the CPE Attendance sheets to earn credit.

The Society of Insurance Financial Management 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.

NASBA Registry Number: 103140
New York State Continuing Education Sponsor License Number: 000455

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