Quarterly Conference
The Society of Insurance Financial Management
- Grant Thornton LLP 757 Third Ave NYC 10017
- Thursday, Nov.17, 2022
- 7 Speakers
The Speed of Technology
SIFM HOLIDAY CONFERENCE 2022
Program Manager: Jayme L Malimban, Principal, Johnson Lambert LLP
When: Thursday, November 17, 2022 (deadline to register is Wednesday, Nov 16 at midnight).
Time: Noon-8 PM
CPE Credits: By attending all the sessions, an attendee can earn 1 credit in Finance, 4 credits in Specialized Knowledge and 1 Credit in Taxes.
Speakers
Agenda
| Time | Event | Speaker |
|---|---|---|
| 12:00 – 12:30 pm | Registration and Lunch | |
| 12:30 – 12:45 pm | Welcome - SIFM President |
John Yoon Chief Accounting Officer, QBE North America |
| 12:45 – 1:35 pm |
Keynote Address Will Retirement Legislation Foster Greater Retirement Security in America? |
Will Hansen, Chief Government Affairs Officer, American Retirement Association |
| 1:35 – 2:25 pm |
Digital Currency and Blockchain |
Frank Schmid, Chief Technology Officer, General Reinsurance Corporation |
| 2:25 – 3:15 pm |
The Draft Amendments: Upcoming Changes to NYDFS Cybersecurity Rules |
Carly Kanwisher, Manager, Business Advisory Services, Johnson Lambert LLP
NYDFS Draft Amendment Updates Comparison |
| 3:15 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | The Insurance Industry at a Crossroad |
Sam Friedman, Insurance Research Leader, Deloitte Services LP Michele Cannan, Research & Innovation Manager, Deloitte Services LP |
| 4:20 – 5:10 pm | Insurtech – The Future is Now | Jeremy Deitch, General Counsel and Head of Compliance, Boost Insurance USA |
| 5:10 – 6:00 pm | Year-end Personal Tax Update |
Jia Chin, Tax Managing Director,
KPMG LLP Diego Restrepo, Tax Managing Director, Business Tax Services, KPMG LLP |
| 6:00 – 6:15 pm | SIFM Scholarship Presentations | John Yoon, President, SIFM |
| 6:15 – 8:00 pm | Holiday Networking Reception |
Webinar Pricing:$250 per person
Includes Lunch and conference followed by the Annual Holiday Networking Reception
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
Special Corporate Discount
We know Covid wreaked havoc on budgets and everything normal.
Now, if your firm sends 5 employees who are SIFM members to the SIFM Holiday Conference (at $250 each), the 6th member can attend for FREE.
If your firm sends 7 or more members, each of those (7+) members will pay $100 per person.
Plus, new members can take advantage of our special membership offer – become a member now and it will extend until January 2024.
Contact Diane Mensinger to implement these offers. (973.303.6297)
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 attendees will be able to:
- Describe how digital currency and applications in parametric insurance
- Understand how new IRS regulations will affect retirees
- Recognize the impact of the NAIC Insurance Date Security Model Law
- Understand the ramifications on personal taxes with new IRS Identify the impact of sanctions on insurance company balance sheets
- Become aware of the challenges to the insurance industry in 2023
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 Live
Refunds and Cancellations: Refund requests must be received 24 hours prior to the event. 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.