Insurance Conference

Thanks to all 2018 conference attendees and speakers. On-Demand sessions from the conference will be available shortly.

2018 Speakers

  • The CPA’s Role in Insurance Industry Cybersecurity

    Recent data breaches have us all on edge regarding cybersecurity, especially CPAs working in the insurance industry. These companies collect and are privy to a lot of sensitive data. Russell Sommers, CPA, CISA, senior manager with Baker Tilly Virchow Krause LLP, explains how cybersecurity, especially with the recent release of the National Association of Insurance Commissioners (NAIC) Insurance Data Security Model Law, is not just an IT concern.
    Full story

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A Look Back at the 2018 Agenda

Wednesday, Nov. 28

7:45 a.m.
Breakfast and Check-in
8:15 a.m.
Greetings from PICPA Leadership
8:30 a.m.
Pennsylvania Insurance Department Hot Topics Panel Discussion (1-Other)
  • Legislative initiatives and newly adopted insurance laws
  • Health care providers sharing risk with insurers
  • Continuing care for retirement communities
  • Common variables used by auto insurance companies to determine insurance premium
Joseph DiMemmo, CPA
Deputy Insurance Commissioner, Office of Corporate and Financial Regulation | Pennsylvania Insurance Department

Karen M. Feather
Special Assistant for Insurance Company Licensing | Pennsylvania Insurance Department
Melissa L. Greiner
Bureau Director of Financial Examinations | Pennsylvania Insurance Department
Michael McKenney
Property and Casualty Actuarial Supervisor | Pennsylvania Insurance Department
9:20 a.m.
Property and Casualty Trends (1-Other)
  • Current state of the industry
  • Effects of catastrophic events
  • Condition of reinsurance markets
  • Outlook for reserve development and profitability
G. Christopher Nyce, FCAS, MAAA
Principal, Actuarial & Insurance Risk Practice | KPMG LLP
10:10 a.m.
Take a Breather
10:25 a.m.
Closing the GAAP (1-A&A)
  • Updates and insights on U.S. GAAP and SEC A&A developments
  • Financial Instruments, leases, and revenue recognition
  • SEC comment trends, ASB118 reminders
Michael A. Ernst, CPA
Partner | KPMG LLP
Alexander Margerrison, CPA
Senior Manager, Financial Services Audit Practice | KPMG LLP
Jon Warren, CPA
Senior Manager, Financial Services Audit Practice | KPMG LLP
11:15 a.m.
g   The What’s, How’s, and Why’s of the InsurTech Evolution (1-Other)
  • Insurance distribution and value chain
  • AI and decision engines
  • Data analytics
  • Data capture and usage including telematics and bots
  • Trends in partnerships
Phil Schmoyer, CISA, CFE
Senior Manager | Baker Tilly Virchow Krause LLP
12:05 p.m.
12:55 p.m.
Statutory Accounting and Reporting (1-A&A)
  • Actions taken by the NAIC in 2018 as a result of federal income tax reform
  • Implications of NAIC initiatives
  • Current updates to statutory accounting and reporting guidance
  • Regulatory capital developments
David Osborn, CPA
National Assurance Executive Director | EY
1:45 p.m.
g   Robotic Process Automation (RPA) in the Insurance Industry (1-Other)
  • Implications and what it’s replacing
  • The path to intelligent automation and how to leverage other tools with RPA
  • Where RPA is being deployed
  • Lessons learned from successful implementations
  • How does an organization scale after initial implementation?
Mike Wiese
Director, Digital Transformation & Management | Grant Thornton LLP
Vivek Rodrigues
Senior Manager, Ops. Transformation | Grant Thornton LLP
2:35 p.m.
Snacks and Chats
2:50 p.m.
g   Blockchain: The Impact on the Insurance Industry (2-Other)
  • How is blockchain being used in the insurance industry and beyond
  • Overview of RiskBlock Alliance
Patrick Schmid, PhD
Vice President, RiskBlock Alliance | The Institutes
4:30 p.m.
Happy Hour
5:30 p.m.
See you tomorrow!

Thursday, Nov. 29

7:30 a.m.
8:00 a.m.
g  Current Trends in Insurance and Risk Management
  • Impact of climate change on insurance and risk management and how it is responding
  • The role of captive insurance companies
  • How insurance and risk management programs are preparing students for industry changes
Questions for the experts? Submit them in advance to
Anthony J. Stranix, CPA, CGMA
Partner, Insurance Audit and Accounting Practice | Mazars USA LLP
Michael E. Angelina, ACAS, MAAA, CERA
Executive Director, Academy of Risk Management & Insurance | Erivan K. Haub School of Business, Saint Joseph’s University
M. Michael Zuckerman, JD, MBA, ACI
Associate Professor, Risk & Insurance Management | Academic Director for Enterprise Risk Management | Fox School of Business, Temple University
8:50 a.m.
g  Data Privacy – A MUST in Europe (1-Other)
  • New European data privacy regulations: Key tenets of the General Data Protection Regulation (GDPR)
  • What global organizations are doing to comply
  • How it’s creating waves in the U.S.
Atif Ghauri, CISSP, CISM
Principal, Cybersecurity Practice Leader | Mazars USA LLP
9:40 a.m.
Take a Breather
9:55 a.m.
g   Lessons for the Accounting Professional: Ethics in an Age of Hashtags and Transparency (2-Ethics)
  • Transparency, morality, and the importance of ethics in accounting practice
  • The ethical landscape: social science research
  • Professional standards: AICPA and Pennsylvania Code, including the effect of technology and social media on the duty of confidentiality
Daniel B. De Jong, JD, LLM
Senior Manager, State and Local Tax Group | KPMG LLP
Timothy J. McCormally, JD
Director | KPMG LLP
11:35 a.m.
12:25 p.m.
g   Federal Tax Reform Panel: Aftermath of the Tax Cuts and Jobs Act of 2017 (2-Tax)
  • Recent tax policy changes
  • Key insights and areas where tax reform may impact your business
  • Insight into the significant changes the insurance sector is preparing for in years to come
Jennifer M. Crothers, CPA
Vice President, Corporate Tax | Radian Group Inc.
Timothy Peacock, CPA
Tax Partner | PwC

John J. Peel, CPA, MST
Partner, New York Financial Services Insurance | PwC
M. Andrew Prior
Managing Director, Washington National Tax Services Tax Policy Services | PwC

Raheem Spivey, CPA
Tax Director | PwC
2:05 p.m.
Snacks and Chats
2:20 p.m.
Update from the Pennsylvania Insurance Department Commissioner (1-Other)
  • Current initiatives and priorities of the insurance commissioner
Jessica K. Altman
Insurance Commissioner | Pennsylvania Insurance Department
3:10 p.m.
g   Fighting Fraud: Taking a Proactive Approach (1-Other)
  • Developing a strong anti-fraud culture and governance structure
  • Conducting an effective fraud risk assessment
  • Implementing proactive anti-fraud controls, including data analytics to detect and prevent fraud
Linda S. Miller
Director, Fraud Risk Mitigation Practice Lead | Grant Thornton LLP
4:00 p.m.
See you next year!