2026 Annual Conference

The Society of Insurance Financial Management

September 23-25, 2026

The New Risk Landscape: Rethinking Insurance in an Unstable World

Wednesday, September 23, 2026

Time Event Speaker Location
  11:00 am – noon SIFM Board of Directors and President’s Advisory Council Meeting MGM Tower, 2nd Floor
Summit Conference Rooms
  noon – 1:00 pm Lunch Borgata
ABG Main Dining Room
  1:15 – 1:30 pm Welcome SIFM President Yelena La Forgia
CFO, Aspen Insurance and U.S., Sompo International
MGM Tower, 2nd Floor
Tides Conference Rooms
  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
  2:20 – 3:10 pm Insurtech Panel MGM Tower, 2nd Floor
Tides Conference Rooms
  3:10 – 3:30 pm Refreshment Break MGM Tower, 2nd Floor
Prefunction Area
  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
  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
  6:00 – 8:00 pm President's Reception MGM Tower, 32nd Floor
Overlook Room

Thursday, September 24, 2026

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
Tides Conference Rooms
  8:45 – 9:00 am Welcome SIFM President Yelena La Forgia
CFO, Aspen Insurance and U.S., Sompo International
MGM Tower, 2nd Floor
Tides Conference Rooms
  9:00 – 9:50 am Keynote Address
Evolving Market Dynamics: The Forces Reshaping Reinsurance
William Meacock, Managing Director, Guy Carpenter, a MARSH Business 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, Holland & Knight
Michael Curtis, Partner, Kahane 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 John Forni, Tax Director, Zurich Insurance NA
Michele Landon, Managing Director, Tax, Deloitte
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, Sompo International
Marissa Olsen, SVP, Head Cyber Claims US, Sompo International
MGM Tower, 2nd Floor
Tides Conference Rooms
  4:45 – 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
Tides Conference Rooms
  8:15 – 8:30 am Welcome SIFM President Yelena La Forgia
CFO, Aspen Insurance and U.S., Sompo International
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, PA MGM Tower, 2nd Floor
Tides Conference Rooms
  9:20 – 10:10 am Insurance Accounting & Reporting: Strategic Workforce Transformation Julia Lamm, Workforce Transformation Partner, PwC
Amit Jain, Head of Controllers Transformation, Mass Mutual
MGM Tower, 2nd Floor
Tides Conference Rooms
  10:10 – 10:20 am Refreshment Break MGM Tower, 2nd Floor
Prefunction Area
10:20 – 11:10 am Why Bermuda Matters: The Island Reshaping Global Risk Transfer 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
MGM Tower, 2nd Floor
Tides Conference Rooms

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.
Click Here

Speakers

David Altmaier
Altmaier – Consultant, The Southern Group
Daniel Barsky
Barsky – Partner, Holland & Knight LLP
Bobby Bianconi
Bianconi – Global Head of Cyber US, Sompo International
Lee Campbell
Campbell – Managing Director, Blue Owl Capital
Matt Cassidy
Cassidy – Partner, Risk Advisory, Grant Thornton Advisors LLC
Michael Curtis
Curtis – Partner, National Appellate Litigation & Consulting Group, Kahana Feld LLP
Harry Fong
Fong – Managing Director, Senior Research Analyst, Roth Capital Partners LLC
John Forni
Forni – Managing Director, Corporate Tax Services, Grant Thornton Advisors LLC
Cory Fritz
Fritz – Senior Managing Director, Strategic Communications, FTI Consulting Inc
Fred Karlinsky
Karlinsky – Chair, Global Insurance Regulatory Transactions, Greenberg & Traurig, PA
Thomas Kelly
Kelly – Financial Services Partner, Grant Thornton Bermuda
Volkan Kubali
Kubali – Managing Director, Securities, Commodities, and Derivatives Practice, FTI Consulting Inc
Yelena La Forgia
La Forgia – Chief Financial Officer, Aspen Insurance and U.S., Sompo International
Julia Lamm
Lamm – Partner, Workforce Transformation, PwC
Michele Landon
Landon – Managing Director, Financial Services, Insurance, Deloitte Tax LLP
Andrew Mais
Mais – Senior Advisor on Insurance, Deloitte
Christopher McNulty
McNulty – Executive Vice President, Chief Financial Officer & Treasurer, GNY Insurance Companies
William Meacock
Meacock – Managing Director, Guy Carpenter, a MARSH Business
John Modin
Modin – Chief Executive Officer, Mt. Logan Capital Management LTD
Kate Northway
Northway – Managing Director, Strategic Communications, FTI Consulting Inc
Marissa Olsen
Olsen – Senior Vice President, Global Head of Cyber Liability Claims US, Sompo International
Bernard Opoku
Opoku – Partner and Chief Financial Officer, Hudson Structured Capital Management Ltd.
Frank Schmid
Schmid – Senior Advisor, General Reinsurance Corporation
Francine Semaya
Semaya – Legal and Insurance Regulatory Consultant
Dennis Sweeney
Sweeney – Director, Risk, Compliance and Controls, Grant Thornton Advisors LLC
John Vicari
Vicari – AVP Liability Claims, GNY Insurance Companies
James Wrynn
Wrynn – Global Chief Compliance Officer, Roosevelt Road Specialty
John Yoon
Yoon – Chief Accounting Officer, QBE North America

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:

  • Understand the interconnected risks of climate, capital and geopolitics.
  • Recognize the impacts of inflation, interest rates on balance sheets.
  • See how CFOs are shaping risk appetite, capital strategy, and enterprise decision‑making.
  • Gain insight into Bermuda’s role in reinsurance, ILS and alternative capital and its influence on global risk transfer.
  • Identify the cyber risk with an insurance organization including operational resilience, data security and third-party risk.
  • Learn how to lead effectively under uncertainty and apply decision-making frameworks in ambiguous environments.

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

Event Location

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.

Scroll to Top