Quarterly Conference
The Society of Insurance Financial Management
- PwC, 300 Madison Ave, NYC 10017
- March 27, 2019
- 16 Speakers
1 day of inspiration and education on risk, tax, and insurance.
On Wednesday in New York City, SIFM returns with another carefully curated selection of talks.
Our executive speakers will provide insights into their work and industry trends to watch.
Erin Mulloy
SIFM President, Partner FSO Assurance, EY
Mark Hopkins
Executive Director, EY
Jacob Alter
AVP & Assistant Tax Counsel, MetLife
Chris Riffle
Director, International Tax Services, PwC
Joy Tegtmeyer
Partner, PwC
Lindsay Hohler
Senior Manager, Cyber Risk Services,
Grant Thornton LLP
Rebecca Greenhalgh
Global Alliances Executive, OneTrust, LLC
Anil Bhatia
Vice President, Insurance, ATOS/Syntel
Agenda
| Time | Event | Speaker |
|---|---|---|
| 12:30 – 1:15 pm | Registration, Lunch | |
| 1:20 – 1:30 pm | Welcome | SIFM President Erin Mulloy, Partner FSO Assurance, EY |
| 1:30 – 2:20 pm | Harnessing Growth: The LIMRA-EY Experienced Financial Advisor Study | Mark Hopkins, Executive Director, EY |
| 2:20 – 3:10 pm | Insurance Company Tax Reform Update |
Jacob Alter, Senior Tax Attorney, MetLife, Inc Chris Riffle, Director, International Tax Services, PwC Joy Tegtmeyer, Partner, PwC |
| 3:10 – 3:30 pm | Refreshment Break | |
| 3:30 – 4:20 pm | The New California Consumer Privacy Act (CCPA) and Future Privacy Trends |
Lindsay Hohler, Senior Manager, Cyber Risk Services, Grant Thornton LLP Rebecca Greenhalgh, Global Alliances Executive, OneTrust, LLC |
| 4:20 – 5:10 pm |
Presentations by Students from the Maguire Academy of Insurance and Risk Management, Saint Joseph’s University Student Analysis of an Insurance Company Student ERM Project Results InsurTech |
Brendan Tarte, Kayla Cecchine, Nicholas Myers, Carlie Stoy, Ashley Myers, Kate Branson, Daniel Tan, Joseph Angelina |
| 5:10 – 6:00 pm | Digital Transformation — Implementation Challenges and Realities | Anil Bhatia, Vice President, Insurance, Atos-Syntel |
| 6:00 – 8:00 pm | Networking Reception |
Who Should Attend
Finance, accounting and tax professionals in the insurance industry or in public practice should attend. The sessions are relevant to those in accounting, capital management, finance, information technology, risk management and tax as well as compliance and reporting in the insurance industry.
Conference attendees will be able to:
- Discuss current issues affecting the insurance industry
- Understand the regulation and taxation of insurance and reinsurance companies
- Understand how the new privacy regulations will impact insurance companies
CPE Credits
Conference attendees can earn up to 5 CPE Credits in Specialized Knowledge and Taxes.
Please sign-in and sign-out on the CPE Attendance sheets to earn credit.
The Society of Insurance Financial Management 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.
NASBA Registry Number: 103140
New York State Continuing Education Sponsor License Number: 000455