Holiday Conference
The Society of Insurance Financial Management
- Grant Thornton LLP, 757 3rd Avenue, New York, NY 10017
- December 6, 2023
- 6 Speakers
Peeking Over the Horizon to 2024
SIFM Holiday Conference 2023
SIFM Holiday Conference 2023
Grant Thornton LLP, 757 3rd Avenue, New York, NY 10017
Program Manager: Bob Cummings
When: Wednesday, December 6, 2023
Time: 12:16 pm – 8:00 pm
Cost: $250 per person
Includes Lunch and conference with 5 CPE presentations, capped followed by the Annual Holiday Networking Reception
Special Guest Pricing: $100 *When registered by a current member. Guest Discount is valid for first time attendees only
BRING A GUEST!
You know how valuable the SIFM Conferences are to your professional development. Now, you can bring non-SIFM-member colleagues to our Quarterly Conferences for only $100! Learn more
Special Company Price:
If your firm sends 5 employees, who are SIFM members, to the SIFM 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.
Contact Diane Mensinger to implement these offers. DMensinger@SIFM.org or 973.303.6297
Plus, new members can take advantage of our special membership offer – become a member now and your membership will extend until January 2025.
Speakers
| Time | Event | Speaker |
|---|---|---|
| 12:15 – 1:00 pm | Registration, Lunch | |
| 1:00 – 1:15 pm | Welcome | SIFM President John Yoon |
| 1:15 – 2:05 pm | Reinsurance Modernization. Panel Discussion |
Sagar Parikh, Senior Manager, Grant Thornton LLP (Moderator) Andrew Hoffman, SVP Reinsurance Operations, QBE North America Julien Victor, Managing Director for Reinsurance, Duck Creek Technologies |
| 2:05 – 2:55 pm | Investor Analysis - Trends in Financial Services | Brian Foley, Vice President Investment Banking, Keefe, Bruyette & Woods, Inc |
| 2:55 – 3:10 pm | SIFM Scholarship Presentations | Presented by SIFM President John Yoon |
| 3:10 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | Insurance State Taxes: Opportunities and Risk |
Will Ault, Managing Director, Sales & Use Tax Consulting, Crowe LLP Steven Greene, Insurance Tax Services Managing Director, Crowe LLP Erin Schatzle, Tax Senior Manager, Crowe LLP Kate Murphy, Senior Manager, Crowe LLP |
| 4:20 – 5:10 pm | Navigating Financial Evolution: Strategies, Change Management and Organizational Dynamics |
Donna Meucci, Experienced Manager, Grant Thornton LLP Rachel Patchen, Experienced Manager, Grant Thornton LLP |
| 5:10 – 6:00 pm | Year-end Personal Tax Update | Alyssa Rausch, Senior Tax Manager, Private Client Services Group, Eisner Amper LLP |
| 6:00 – 8:00 pm | Holiday Networking Reception |
CPE Credits: Attendees can earn up to 5 credits in Accounting, Finance, Specialized Knowledge and Taxes.
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:
- Understand the risks and opportunities from state income, franchise, premium retaliatory sales and use taxes
- Identify the transformative forces at play for organizational dynamics undergoing financial evolution
- Evaluate the tax advantages and disadvantages of qualified opportunity funds, donor-advised funds, and private non-operating foundations
- Determine the undercurrents of implementing reinsurance modernization programs
- Recognize new trends in the financial services sector
Prerequisites: Attendees should have a minimum of 5 – 10 years of insurance industry experience in finance and accounting, tax, risk and capital management, compliance, reporting or financial technology
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live or Online
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.