Annual Conference

The Society of Insurance Financial Management

2019 Annual Conference

Highlights

Keynote Speaker:  Monday, September 16, 2019, 9 am.
Russell Johnston, Former CEO,  QBE North America

Panel: Telling a Company’s Story – Viewpoint of a Finance Professional

Moderator: Alessaandrea Quane, EVP, Chief Risk Officer, AIG

Panel Members:

  • Laurie Harris, Independent Director of IWG plc, Synchronoss Technologies, Inc and QBE North America
  • Kris Hill, President, Alternative Markets, QBE North America
  • Adriana Nivia, CFO-U.S., Renaissance Reinsurance U.S. Inc
  • Lizelle Pell, Controller, Starr Insurance Companies

Tuesday Afternoon Networking options:

Golf Outing Scramble.  Atlantic City Country Club, 1 Leo Fraser Drive, Northfield, NJ 08225

  • Includes 18 holes of golf,  green fees, cart, lunch, prizes and transportation
  • Club rentals: $50
  • Team Prizes for 1st and 2nd place
  • Individual Prizes for Last Place or the Most Honest Golfer; Closest to the Pin for Men and Women

Borgata Spa options

A special selection of spa, salon or barbershop experiences to enjoy. Lunch is also included at the Bobby Flay Steak House in the Borgata.

Spa Toccare. Choose from one of these 50 minute experiences:

  • Borgata Glow Facial
  • Borgata Buster Massage
  • Deep Sea Renewal

The Salon. Offers a 90 minute session for a Mindful Manicure and Pedicure.

The Barbershop offers a 60 minute Signature Shave

Who Should Attend

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 issues impacting the insurance industry from federal, state and international regulations
  • Understand the evolving landscape for cybersecurity, the new regulations and the requirements for compliance  
  • Understand the implications of NAIC initiatives
  • How to implement FASB’s new credit loss standard
  •  

CPE Credits

Conference attendees can earn up to 15 CPE credits in Accounting, Specialized Knowledge and Taxes. Please sign-in and sign-out on the CPE attendance sheets to earn your credits.

Sunday, September 15, 2019

Time Event Speaker Location
  6:00 – 7:00 pm Welcome Reception Water Club, 2nd Floor
Prefunction Area

Monday, September 16, 2019

Time Event Speaker Location
  7:00 – 8:45 am Breakfast Borgata
Bobby Flay Restaurant
  7:30 – 8:45 am Registration Water Club, 2nd Floor
Tides Conference Rooms
  8:45 – 9:00 am Welcome, SIFM President Erin Mulloy
SIFM President
Water Club, 2nd Floor
Tides Conference Rooms
  9:00 – 9:50 am Keynote Address
Russell Johnston, Former CEO, QBE North America Water Club, 2nd Floor
Tides Conference Rooms
  9:50 – 10:40 am Marketplace Realities - The State of the
Property & Casualty Insurance Market
Steven Reiss, Head, Corporate Risk & Broking –
Greater Philadelphia, Willis Towers Watson
Water Club, 2nd Floor
Tides Conference Rooms
10:40 – 11:10 am Refreshment Break Water Club, 2nd Floor
11:10 – 12:00 pm Future of Finance Kevin Hutchinson, Senior Manager, Deloitte Consulting
Gina Vargas, Senior Manager, Deloitte Consulting
Water Club, 2nd Floor
Tides Conference Rooms
12:00 – 1:00 pm Lunch Borgata
Bobby Flay Restaurant
  1:15 – 2:00 pm Navigating the Haze
of Cannabis Laws
Andrew Linden, Attorney, Co-Chair, Cannabis Law
Group, Norris McLaughlin, P.A.
Svetlana Ros, Attorney, Norris McLaughlin, P.A.
Water Club, 2nd Floor
Tides Conference Rooms
  2:00 – 2:50 pm CECL: Tactical Implementation
Updates for Insurers
David Anderson, Director, Risk Consulting, KPMG LLP Scott Bain, Director, Deal Advisory, KPMG LLP Water Club, 2nd Floor
Tides Conference Rooms
  2:50 – 3:05 pm Refreshment Break Water Club, 2nd Floor
Tides Conference Rooms
  3:05 – 3:55 pm Managing Change in a
Rapidly Changing World
Jennifer Morelli, Senior Manager,
Grant Thornton LLP
Joy Taylor, Principal, Growth Solutions Leader,
Grant Thornton LLP
Water Club, 2nd Floor
Tides Conference Rooms
  3:55 – 4:50 pm Telling a Company’s Story –
Viewpoint of a Finance Professional
Moderator:
Alessaandrea Quane, EVP, Chief Risk Officer, AIG
Panel:
Laurie Harris, Independent Director of IWG plc, Synchronoss Technologies, Inc and
QBE North America
Kris Hill, President, Alternative Markets,
QBE North America
Adriana Nivia, CFO-U.S.,
Renaissance Reinsurance U.S. Inc.
Lizelle Pell, Controller, Starr Insurance Companies
Water Club, 2nd Floor
Tides Conference Rooms
  6:00 – 8:00 pm President's Reception Water Club, Main Level
Indoor Pool

Tuesday, September 17, 2019

Time Event Speaker Location
  7:00 – 8:15 am Breakfast Borgata
Bobby Flay Restaurant
  7:30 – 8:15 am Registration Water Club, 2nd Floor
Tides Conference Rooms
  8:30 – 9:20 am Keynote Address:
Recent Developments in Cross Border
Securities Regulation and Litigation
Emre Carr, Senior Managing Director, FTI Consulting, Inc. Water Club, 2nd Floor
Tides Conference Rooms
  9:20 – 10:10 am Latest Developments Impacting
Tax Deals, Mergers and Acquisitions
Candice Turner, Principal, M&A Tax, Grant Thornton LLP
Christine Watson, Partner, PwC
Water Club, 2nd Floor
Tides Conference Rooms
10:10 – 10:20 am Refreshment Break Water Club, 2nd Floor
10:20 – 11:10 am Lessons learned investigating
Cybersecurity Events
Bernard Regan, Director, Baker Tilly Virchow Krause LLP
Russell Sommers, Senior Manager, Baker Tilly Virchow Krause LLP
Water Club, 2nd Floor
Tides Conference Rooms
11:10 – 12:00 pm Insurance Statutory
Accounting Update
Saravanan Karuppusamy, Senior Manager, EY Water Club, 2nd Floor
Tides Conference Rooms
12:00 – 5:00 pm Lunch for non-golfers at Bobby Flays
Networking Events
6:30 – 8:30 pm Mix and Mingle Reception Water Club, 32nd Floor
Immersion Pool

Wednesday, September 18, 2019

Time Event Speaker Location
  7:00 – 8:15 am Breakfast Borgata
Bobby Flay Restaurant
  7:30 – 8:15 am Registration Water Club, 2nd Floor
Tides Conference Rooms
  8:30 – 9:20 am Evolving to a Continuous Risk
Management Framework Through
Technology Integration
Prashant Panavalli, Managing Director,
Dixon Hughes Goodman LLP
Water Club, 2nd Floor
Tides Conference Rooms
  9:20 – 10:10 am Robotics & Intelligent Automation
in Insurance
Timothy Williams, Principal, EY Water Club, 2nd Floor
Tides Conference Rooms
10:10 – 10:20 am Refreshment Break Water Club, 2nd Floor
10:20 – 11:10 am Using Software to Address the Tactical
but Thinking About the Strategic
Charles McNulty Mattson, Senior Account Executive, Oracle Water Club, 2nd Floor
Tides Conference Rooms
11:10 – 12:00 pm Preparing for Your Next
Cybersecurity Exam
Phil Schmoyer, Senior Manager,
Baker Tilly Virchow Krause LLP
Russell Sommers, Senior Manager,
Baker Tilly Virchow Krause LLP
Water Club, 2nd Floor
Tides Conference Rooms
12:00 pm Conference Wrap-up End of Conference Drawing

Event Location

Borgata Hotel, Casino & Spa
1 Borgata Way,
Atlantic City, NJ 08401

Tel: (609) 317-1000

Email: Diane.SIFM@verizon.net

Baker Tilly
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