2026 Annual Conference
The Society of Insurance Financial Management
- Borgata, 1 Borgata Way, Atlantic City, NJ 08401
- September 23-25, 2026
- 37 Speakers
September 23-25, 2026
The New Risk Landscape: Rethinking Insurance in an Unstable World
Tuesday, September 22, 2026
| Time | Event | Speaker | Location |
|---|---|---|---|
| 6:00 – 7:00 pm | Welcome Reception |
B Bar Main Floor of the Casino |
Wednesday, September 23, 2026
Thursday, September 24, 2026
| Time | Event | Event | Event | Event | Speaker | Speaker | Speaker | Location |
|---|---|---|---|---|---|---|---|---|
| 7:45 – 8:45 am | Breakfast |
Borgata ABG Main Dining Room |
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| 9:00 – 11:00 am |
SIFM Growth & Governance Council Meeting: • Governance • Outreach & Membership Growth • Event Attendance & Member Engagement |
Russell Sommers, Principal, Baker Tilly Advisory Group Julia Paromchik, VP, Internal Audit, QBE North America Alyssa Cotillo, Manager, Insurance Advisory, Grant Thornton Advisors LLC |
MGM Tower, 2nd Floor Apex B Conference Room |
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| 11:00 am – noon | SIFM Board & PAC Meeting |
MGM Tower, 2nd Floor Summit Conference Room A |
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| 11:00 am – noon | Registration |
MGM Tower, 2nd Floor Registration Desk |
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| noon – 1:00 pm | Lunch |
Borgata ABG Main Dining Room |
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| 1:15 – 1:30 pm | Welcome |
SIFM President Yelena La Forgia Chief Financial Officer |
MGM Tower, 2nd Floor Tides Conference Rooms |
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| 1:30 – 2:20 pm |
Keynote Address Inflation Risk in Turbulent Times |
Frank Schmid, Senior Advisor, General Reinsurance Corporation |
MGM Tower, 2nd Floor Tides Conference Rooms |
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| 2:20 – 3:10 pm | Insuring the Future: Key InsurTech Trends | Tony Lew, Managing Director, Co-Founder, InsurTech NY |
MGM Tower, 2nd Floor Tides Conference Rooms |
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| 3:10 – 3:30 pm | Refreshment Break |
MGM Tower, 2nd Floor Prefunction Area |
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| 3:30 – 4:20 pm | AI Governance – The Control Framework |
Matthew Cassidy, Partner, Risk Advisory, Grant Thornton Advisors LLC Dennis Sweeney, Director, Risk, Compliance and Controls, Grant Thornton Advisors LLC |
MGM Tower, 2nd Floor Tides Conference Rooms |
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| 4:20 – 5:10 pm | The Use of AI in Financial Due Diligence | Lee Campbell, Managing Director, Blue Owl Capital |
MGM Tower, 2nd Floor Tides Conference Rooms |
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| 6:00 – 8:00 pm | President's Reception |
MGM Tower, 32nd Floor The Overlook |
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:45 – 8:45 am | Breakfast |
Borgata ABG Main Dining Room |
|
| 8:00 – 9:00 am | Registration |
MGM Tower, 2nd Floor Registration Desk |
|
| 8:45 – 9:00 am | Welcome |
SIFM President Yelena La Forgia Chief Financial Officer |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 9:00 – 9:50 am |
Keynote Address The State of the Reinsurance Market - Evolving Market Dynamics |
William Meacock, Managing Director, Marsh Re |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 9:50 – 10:40 am | Former Insurance Commissioners Reflect on a Decade of Change |
Moderator: Francine Semaya, Legal & Insurance
Regulatory Consulting Panelists: David Altmaier, Consultant, The Southern Group Andrew Mais, Senior Advisor on Insurance, Deloitte James Wrynn, Global Chief Compliance Officer, Roosevelt Road Specialty |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 10:40 – 11:00 am | Refreshment Break |
MGM Tower, 2nd Floor Prefunction Area |
|
| 11:00 – 11:50 pm | Perspectives on Identifying and Mitigating Fraudulent Claims |
Moderator: Chris McNulty, Executive Vice President, CFO & Treasurer, GNY Insurance Companies Panelists: Daniel Barsky, Partner, Holland & Knight Michael Curtis, Partner, Kahana Feld John Vicari, AVP, Liability Claims, GNY Insurance Companies |
MGM Tower, 2nd Floor Tides Conference Rooms |
| noon – 1:00 pm | Lunch |
Borgata ABG Main Dining Room |
|
| 1:10 – 2:00 pm | Analyst’s View of the Insurance Industry | Harry Fong, Managing Director, Senior Research Analyst, Roth Capital Partners |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 2:00 – 2:50 pm | Credit Trends and the AI Buildout | Volkan Kubali, Managing Director, Securities, Commodities & Derivatives, FTI Consulting Inc |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 2:50 – 3:05 pm | Refreshment Break |
MGM Tower, 2nd Floor Prefunction Area |
|
| 3:05 – 3:55 pm | AI in Tax: What's Working, What's Next, and How to Scale |
Michele Landon, Managing Director, Financial Services, Tax, Deloitte Tax & Consulting SARL John Forni, Vice President & Tax Director, Zurich North America Anthony Irwin, Vice President & Controller, Lemonade Insurance Inc |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 3:55 – 4:45 pm | State of the Cyber Insurance Market |
Bobby Bianconi, Global Head of Cyber US Marissa Olsen, SVP, Head Cyber Claims US, Sompo International Holdings Ltd |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 4:45 – 4:50 pm |
Insurance Internal Audit Group Reciprocal Review |
Andrew Baxter, Managing Director, Governance, Internal Audit, and Controls, FTI Consulting Inc |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 4:50 – 5:00 pm | SIFM Reorganization Session |
John Yoon, SIFM Immediate Past President, Chair,
Nomination Committee Chief Accounting Officer, QBE NA |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 6:00 – 8:00 pm | Mix & Mingle Reception |
MGM Tower, Main Floor Indoor Pool |
Friday, September 25, 2026
| Time | Event | Speaker | Location |
|---|---|---|---|
| 7:15 – 8:15 am | Breakfast |
Borgata ABG Main Dining Room |
|
| 8:00 – 8:30 am | Registration |
MGM Tower, 2nd Floor Registration Desk |
|
| 8:15 – 8:30 am | Welcome |
SIFM President Yelena La Forgia Chief Financial Officer |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 8:30 – 9:20 am |
Keynote Address Insurance Litigation Reform |
Fred Karlinsky, Chair, Global Insurance Regulatory Transactions, Greenberg Traurig, LLP |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 9:20 – 10:10 am | Insurance Accounting & Reporting: Strategic Workforce Transformation |
Julia Lamm, Workforce Transformation Partner, PwC Rudy Dimmling, Senior Managing Director, FTI Consulting Inc Amit Jain, Head of Controllers Transformation, Mass Mutual James Knight, SVP, Modeling & Actuarial Solutions & Global Finance AI Lead, MetLife |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 10:10 – 10:20 am |
Refreshment Break Conference Drawing |
MGM Tower, 2nd Floor Prefunction Area |
|
| 10:20 – 11:10 am | Bermuda: At the Center of Global Risk and Insurance Innovation |
Tom Kelly, Partner, Grant Thornton Bermuda John Modin, CEO, Mt. Logan Capital Management Bernard Opoku, Partner and CFO, Hudson Structured Capital Management Ltd |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 11:10 – 12:00 pm | Insurance in the Crosshairs: Key Issues Stemming from the Midterm Elections |
Cory Fritz, Senior Managing Director, Strategic Communications, FTI Consulting Inc Kate Northway, Managing Director, Strategic Communications, FTI Consulting Inc |
MGM Tower, 2nd Floor Tides Conference Rooms |
| 12:00 – 5:00 pm | Networking Events |
• Lunch for non-golfers • Spa Options at Borgata Spa • Golf Outing & Lunch at Seaview Hotel and Golf Club |
Borgata ABG Main Dining Area |
Golf Outing
Seaview Hotel and Golf Club, 401 S New York Road, Galloway, NJ 08205
Borgata Spa Options
The Spa has over 30 rooms and attendants to make your afternoon special.
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Speakers
CPE Credit
Attendees can earn up to 15 credits in Accounting, Finance, Tax, and Specialized Knowledge.
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:
- Design governance structures and implement effective controls across the AI lifecycle.
- Understand how advanced economies conduct monetary policy within an inflation-targeting framework.
- Evaluate approaches for establishing oversight, accountability, and risk management practices that support the responsible use of artificial intelligence.
- Apply AI throughout the due diligence and transaction lifecycle.
- Identify the drivers of current reinsurance market conditions, including capital sources and market dynamics.
- Understand the impact of fraud on the property and casualty insurance industry and recognize the strategies and technologies used to detect, investigate, and mitigate fraudulent claims.
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
Borgata Hotel, Casino & Spa
1 Borgata Way,
Atlantic City, NJ 08401
Tel: (609) 317-1000
Email: Diane.SIFM@verizon.net
SIFM Sponsors
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.