Wednesday, Dec. 4

General Credits: 2-A&A; 1-Ethics; 5-Other
Single Day Fees: PICPA: $329; Nonmember: $429
Register for Dec. 4 only: Malvern | Webcast

• Defining the Corporate Governance Annual Disclosure (CGAD) and how it fits into the regulatory framework
• Determining who the new CGAD regulations apply to, and how to determine if, and how, you are affected
• Logistics involved in how your organization will comply with the CGAD regulations, including when they are due and who they are due to
• Mapping the process for how the disclosures are used and who reviews them

Speaker

Kimberly A. Rankin
Director, Company Licensing & Financial Analysis
Pennsylvania Insurance Department, Office of Corporate and Financial Regulation

• Impact of sensors and wearables to prevent workplace injuries; the exploding cannabis industry; electronic logging devices for commercial truckers; robotic process automation; hyperlocal weather and climate; telematics; and more
• How an industry that has been in existence since at least the 1700s in the U.S. and England is being impacted by modern issues
• Liability exposures and perils that did not exist until recently

Panel Moderator:

Steven Skowronski, CPA, MBA
President
KSRS Consulting LLC

Speakers:

Bernie G. Heinz, JD
President and CEO
Accolade Management Services LLC

William F. Stewart, JD
Attorney at Law and Partner
Stewart Smith

Brian C. Harris, JD
Attorney at Law and Partner
Law Offices of Braff Harris Sukoneck & Maloof

• U.S. GAAP hot topics, updates and insights, including industry specific guidance
• Changes to long-term insurance contracts, leases, and CECL
• Practical applications of applying the standards
• Potential implementation challenges, considerations, and best practices

Speakers

Jon Warren, CPA
Senior Manager
KPMG LLP

Lauren Castillo
Manager
KPMG LLP

Brian Peek
Senior Associate
KPMG LLP

Nicole Reilly, CPA
Senior Manager
KPMG LLP

• How is the government using data in fraud cases?
• Is the Affordable Care Act still relevant in 2019?
• Payment system transformations
• Evolution of telemedicine from the insurance perspective
• Emerging issues with blockchain and health care

Speaker

Joanne M. Judge, CPA, JD
Co-Chair of Health Law Department
Stevens & Lee PC

Fraud investigation, a top down overview of what to look for, best practices in investigation and prevention, and the varying roles of accountants in the legal process.

• How to spot red flags and what should you do when you see one
• When and how should fraud be referred to law enforcement, determining jurisdiction, and what are the statutory and ethical duties of the referrer
• Determining when the threat of criminal prosecution is permissible and ethical
• What is the CPA's role in spotting malfeasance, testifying at trial, and working with attorneys?

Speaker

Vincent F. Reilly, JD
Esquire and Managing Partner
Reilly McDevitt & Henrich PC

• Captive requirements, procedures and best practices
• How the Tax Cuts and Jobs Act impacts domestic and international captives

Speaker

John F. Forni, CPA, MBA
Managing Director, National Insurance Practice Leader
Grant Thornton LLP

Overview of cyberthreat actors, recent cyber events, and how to build a better cyberdefense strategy. Additionally, we will provide an update on current and evolving cyber regulations.

• The current state of cybersecurity and associated challenges
• The various types of cyberthreats in the financial services industry
• Summary of recent cyberevents and insider threats
• The available options to manage threats and focus efforts

Speaker

John Pearce
Principal – Cyber Risk Advisory Services
Grant Thornton LLP

Thursday, Dec. 5

General Credits: 2-A&A; 2-Tax; 1-Ethics; 3-Other
Single Day Fees: PICPA: $329; Nonmember: $429
Register for Dec. 5 only: Malvern | Webcast

• The new paradigm that exists due to technological shifts
• The pace at which the landscape is changing and how that pace affected other companies
• Similarities to your own clients and companies

Speaker

Michael E. Angelina, ACAS, MAAA, CERA
Executive Director, Maguire Academy of Insurance and Risk Management
Erivan K. Haub School of Business, Saint Joseph's University

• Highlight of the actions taken by the NAIC in 2019 on key initiatives including the US-EU covered agreement on reinsurance collateral, the new variable annuity framework, the group capital calculation, and the NAIC's annuity suitability model regulation.
• Current updates to statutory accounting and reporting guidance
• Regulatory capital developments
• Implications of NAIC initiatives

Speaker

J.D. Stadler
Senior Manager, FSO Assurance Services
EY

• The impact of changes in technology on attest engagements
• Navigating the risks associated with new technology adoption
• The boundaries associated with data privacy

Speaker

Allison M. Henry, CPA
Vice President, Professional & Technical Standards
Pennsylvania Institute of CPAs

How organizations can, and do, effectively use robotic process automation (RPA) to drive efficiencies, cut costs, and improve accuracy and detail in reporting and internal control.

• Emerging technology and digital transformation landscape, including key products and solutions such as RPA
• Opportunities and how technology is transforming the insurance industry's operational and governance areas
• Month-end close processes that can be automated
• Leveraging RPA to transform and streamline finance processes
• Case study and demonstration of an RPA use case

Speakers

Jerry Ravi, CPA, CISA
Partner, Firmwide Leader - Process Risk and Technology Solutions
EisnerAmper LLP

Greg Fritsky, MBA
Director, Digital Solutions & Intelligent Automation
EisnerAmper LLP

Steve Palomino
Senior Manager, Digital Solutions & Intelligent Automation
EisnerAmper LLP

• Inside story on recent tax policy changes
• Overview of key insights and areas that tax reform may be impacting your business
• Recent developments in tax law and income taxes that may affect life and property and casualty insurance companies
• Insight into the significant changes the insurance sector is preparing themselves for in the years to come

Speaker

John J. Peel, CPA
Partner
PwC

Security preparedness is required within and across companies. "Trust but verify" is necessary across the company and among third parties. The exponential grow in the trusted, independent security reporting through SOC 2 (and SOC for Cybersecurity) is critical for success. Hear the latest trends and insights.

• Real-life insights on the latest SOC 2 (security) and SOC for Cyber Risk Management
• How to apply these reports and frameworks for your company third-party reliance
• How to develop new and expanded annuity services in your firm

Speaker

Richard J. Sowalsky, CISA
Senior Manager
Baker Tilly Virchow Krause LLP

• How long the current economic expansion will last?
• Does the bull market in equities have more legs?
• How long will interest rates remain ultra low?
• Trends and opportunities in the new year

Speaker

Henry B. Smith
Director, Co-Chief Investment Officer
The Haverford Trust Company