Quarterly Conference

The Society of Insurance Financial Management

Insurtech, Healthcare, Personal Tax & Inclusion

2021 QUARTERLY CONFERENCE

When: Tuesday, December 7, 2021 (deadline to register is Monday, Dec 6 at midnight).
Time: 1-5 PM
CPE Credits: Attendees can earn 1 CPE credit in Taxes, 1 credit in Information Technology and 2 credits in Specialized Knowledge. In order to be awarded the full credit, attendees must respond to 3 of the 4 polling questions asked during each presentation.

Speakers

Sean Egan

Sean Egan

SIFM President
Partner, New York Financial Services, KPMG LLP
Matthew Manders

Matthew Manders

Keynote Speaker
President, Government and Solutions, Cigna Corporation
Zoe Thompson

Zoe Thompson

Moderator
Partner, KPMG LLP
Susan Comparato Argo

Susan Comparato

Panelist
Chief Administrative Officer, Argo Group US
Gloria Ellis

Gloria Ellis

Panelist
AVP, Diversity, Equity & Inclusion/Employee Engagement, Selective Insurance Group Inc
Jennifer Beihl

Jennifer Beihl

Panelist
VP, Global Head of Talent & Diversity, Renaissance Re
Peter Stiegler

Peter Stiegler

Senior Manager, Technology Transformation, Grant Thornton LLP
Sagar Parikh

Sagar Parikh

Manager, Finance Transformation Advisory Practice, Grant Thornton LLP
Curtis Young

Curtis Young

Principal, Private Client Services, BDO

Agenda

Time Event Speaker
  1:00 – 1:10 pm Welcome - SIFM President Sean Egan
Partner, New York Financial Services, KPMG LLP
  1:10 – 2:00 pm Keynote Address
The Future of Healthcare
Matthew Manders, President, Government and Solutions, Cigna Corporation
  2:00 – 2:50 pm Diversity, Equality, and Inclusion
Panel Discussion
Moderator: Zoe Thompson, Partner, KPMG LLP
Panelists:
Susan Comparato, Chief Administrative Officer, Argo Group
Gloria Ellis, AVP, Diversity, Equity & Inclusion/Employee Engagement, Selective Insurance Group Inc
Jennifer Beihl, VP, Global Head of Talent & Diversity, Renaissance Re
  2:50 – 3:05 pm Refreshment Break
  3:05 – 3:10 pm SIFM 2022 Scholarship Winners
Introduction & Videos
  3:10 – 4:00 pm Emerging Technologies for the Insurance Finance Function Peter Stiegler, Senior Manager, Technology Transformation, Grant Thornton LLP
Sagar Parikh, Manager, Finance Transformation Advisory Practice, Grant Thornton LLP
  4:00 – 4:50 pm Navigating the Unknown: 2021 Year-End Personal Tax Update Curtis Young, Principal, Private Client Services, BDO US LLP

Webinar Pricing: $100 includes a conference with 4 CPE presentations.

Special Guest Discount

You know how valuable the SIFM Conferences and Networking Receptions are to your professional development. SIFM is extending an opportunity for you to bring non-SIFM-member colleagues to our Quarterly Conferences – Learn more

Who should attend?
Accounting, tax and finance professionals in the insurance and reinsurance sectors. All attendees are expected to be working in those sectors and have the relevant background.

Learning Objectives: Conference and webinar attendees will be able to:

  • Describe the future of healthcare including telehealth and insurtech
  • Understand the technological challenges in insurance platforms
  • Identify the workplace issues changes derived from new ESG proposals
  • Be award of the impending changes in personal tax regulations

Prerequisites:  Attendees should have 5 – 10 years of insurance industry experience in accounting, financial reporting, and practice
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet-Based

Refunds and Cancellations: Refund requests must be received 24 hours prior to the webinar. For more information regarding refund, concerns and/or program cancellation policies, please contact Diane Mensinger at DMensinger@SIFM.org.

SIFM 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.

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