PICPA Insurance & Financial Institutions Conference

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Insurance & Financial Institutions

2022 Conference

CPE Credits: 16-Mixed**

Dec. 1-2, 2022

The Alloy King of Prussia or Webcast

Dec. 1-2 In-Person

Dec. 1-2 Webcast

Banks and financial institutions emerged from the pandemic stronger than anticipated. Yet, the crisis simply pressed fast-forward on consumer behaviors and underscored the urgency of digital transformation. Today, financial institutions must implement that change while contending with a number of significant macroeconomic headwinds, from inflation and the evolving regulatory environment to ESG and the rise of digital currencies.

Come together with insurance and financial institutions experts to discuss key issues and opportunities and discover the new sectors on the rise. Receive insurance and banking industry updates on regulations, tax, accounting and auditing, and more so you are the best equipped to serve clients in these industries.

Register for single day:
Dec. 1 Only: In Person | Webcast
Dec. 2 Only: In Person | Webcast

Thank You to Our 2022 Sponsor

Sponsor this conference! View packages for more details.

** This conference was designed to give attendees more networking opportunities throughout the day. As such, 14 CPE credits will be offered live during the conference and two (2) CPE credits will be available virtually post-conference (16 CPE credits total). Once you register for the conference, you can access a promo code in the course materials section of your account to register for one of the following courses of your choosing:

Artificial Intelligence for Accountants Webinar
Dec. 5 | 1:30 - 3:30 p.m.

Blockchain Technology: What Every CPA Should Know Webinar
Dec. 21 | 1:30 - 3:30 p.m.

How Technology Is Impacting the Accounting Profession Webinar
Dec. 22 | 11:00 a.m. - 1:00 p.m.

Key Cybersecurity Controls for CPAs Webinar
Dec. 28 | 1:00 - 3:00 p.m.

2022 Agenda

Thursday, Dec. 1

7:15 a.m.

Breakfast & Check-in

7:50 a.m.

Conference Opens

8:00 a.m.

Reporting on ESG 1-A&A

Environmental, social, and governance (ESG) disclosures that have been made and will be made, and the form of assurance organizations are seeking
What's the same and what's difference about ESG fraud risk management and investigating ESG issues
ESG fraud risk considerations for insurance and financial institutions
Planning ahead for ESG fraud risk management expectations in the marketplace

Chris Hanson, CIRA
Director
Grant Thornton LLP

Ashley Jackson, JD
Experienced Manager, Risk
Grant Thornton LLP

Dan Mosher
Director, Risk
Grant Thornton LLP

8:50 a.m.

Digital Assets, Blockchain, BaaS: What's Important to Know Now? 1-Other

Banks and digital assets
Blockchain developments - Moving beyond the hype
Banking as a service - Something to consider?

William S. Brewer, CPA
Partner
Crowe LLP

Ryan Engle, CPA, CBP
Senior Audit Manager
Crowe LLP

9:40 a.m.

Morning Break

9:55 a.m.

Where Is Your Talent Coming From? 1-Other

With data still demonstrating that the skilled talent pool for our industry (and others) is still unable to keep up with demand, how can we work together as employers to ensure we build a robust future talent pool? Especially when that accelerated demand causes employers to all “chase” after the same (ever-reducing) supply?

Michael E. Angelina, ACAS, MAAA, CERA
Executive in Residence
Maguire Academy of Insurance and Risk Management
Saint Joseph's University

Jacqueline Volkman Wise, PhD
Associate Professor of Finance
Maguire Academy of Insurance and Risk Management

John Swanick, CPA, MBA, FLMI
Partner
Grant Thornton LLP

Megan Miller, MBA
Executive Director
Spencer Educational Foundation

Natalie Daley
Student
Saint Joseph's University

10:45 a.m.

Creating an Ethical Culture 1-Ethics

Recent cases of ethical failures and the root causes of corporate failures, personal accountability, the expectations within the Code of Professional Conduct, and how to establish an ethical corporate culture

Allison Henry, CPA, CGMA
Vice President, Professional & Technical Standards
PICPA

11:35 a.m.

Lunch

Guests can foster business development opportunities and connect with fellow attendees

12:55 p.m.

CONCURRENT SESSION #1

Insurance Track

Pennsylvania Insurance Department Update 1-Other

Staffing and legislative updates
Health insurance for 2023: Rates, network adequacy, and reinsurance
NextGen Insurance Academy

Melissa Greiner
Deputy Insurance Commissioner
Pennsylvania Insurance Department

David Buono
Deputy Insurance Commissioner of Market Regulation
Pennsylvania Insurance Department

Shannen M. Logue
Deputy Insurance Commissioner
Pennsylvania Insurance Department

Financial Institutions Track

Banking Industry Update 1-Other

Banking is challenging. Is your bank changing too?
Changes happening in banking now and how your institution can adapt to those changes.

Jeffrey P. Marsico
President
The Kafafian Group

1:50 p.m.

CONCURRENT SESSION #2

Insurance Track

Insurance Taxation Update, Part 1 1-Tax

Recent tax trends and legislation
Tax law and accounting for income tax developments affecting life and property and casualty insurance professionals
Current tax policy

M. Andrew Prior
Managing Director
PwC

Timothy Peacock, CPA
Partner
PwC

Raheem Spivey, CPA
Managing Tax Director
PwC

Jennifer M. Crothers
Vice President, Corporate Tax
Radian Group Inc.

Financial Institutions Track

Regulatory Update 1-A&A

Receive an overview of recent exam trends, discussion on the top three community banking risks, and regulatory capital considerations
Discuss rising interest rate considerations and emerging risks related to cryptocurrency

Moderator:
Barry Pelagatti, CPA
Partner
RKL

Eric Bowman
Supervisory Examiner
Federal Deposit Insurance Corporation

Mary Rutkowski
Examination Officer
Pennsylvania Department of Banking

2:40 p.m.

Afternoon Break

2:55 p.m.

CONCURRENT SESSION #3

Insurance Track

Insurance Taxation Update, Part 2 1-Tax

Long-duration insurance contracts
General GAAP updates
SEC and PCAOB updates, including rulemaking on ESG-related disclosures

M. Andrew Prior
Managing Director
PwC

Timothy Peacock, CPA
Partner
PwC

Raheem Spivey, CPA
Managing Tax Director
PwC

Jennifer M. Crothers
Vice President, Corporate Tax
Radian Group Inc.

Financial Institutions Track

Current Expected Credit Losses (CECL) Update 1-A&A

Get additional insight into accounting requirements related to the adoption of CECL
Discussion on technical accounting and financial statement disclosure requirements as well as observations as to how others have adopted and some lessons learned from the process

Chris Colenzo
Director, Technical Accounting Consulting
RSM US LLP

3:45 p.m.

Happy Hour

In-person guests can enjoy drinks and connecting with fellow attendees.

5:00 p.m.

See You Tomorrow!

Friday, Dec. 2

7:15 a.m.

Breakfast & Check-in

7:50 a.m.

Second Day of Conference Opens

8:00 a.m.

Mergers & Acquisitions Update 1-Other

Get an update on M&A activity in the insurance space
Review activity levels and transaction pricing
Discuss factors driving some of the transaction activity
Share some guidance on strategies for successful transactions

Anthony A. Latini Jr., CFA
Managing Director
Boenning & Scattergood

8:50 a.m.

The Economic & Capital Markets Outlook for 2023 1-Other

Federal and fiscal policy updates
The outlook for corporate earnings, inflation, GDP forecast, and equity and fixed income returns

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

9:40 a.m.

Morning Break

9:55 a.m.

GAAP Update 1-A&A

U.S. GAAP update on new pronouncements and details covering current long-duration targeted improvements updates

Eric Crossett, CPA
Audit Senior Manager
KPMG LLP

Pixi Sofian, CPA
Director
KPMG LLP

Patrick Klinger, CPA
Manager
KPMG LLP

10:50 a.m.

CONCURRENT SESSION #4

Insurance Track

Statutory Accounting Update 1-A&A

Understand new and revised statutory accounting guidance
Review changes to the annual and quarterly statements blanks
Monitor currently exposed statutory accounting guidance

Jeffery Clippinger
Senior Manager
Brown Schultz Sheridan & Fritz (BSSF), CPAs

Financial Institutions Track

In Case You Missed It ... Consumer Compliance Observations and the Impact on Your Institution 1-Other

Refresh, reform, and reevaluate your overdraft program to stay ahead of regulatory scrutiny
Use your compliance management program as a line of defense
Take a data-driven approach to assess fair lending risk

Austin Ramsey, CPA, CRCM
Audit Managing Director
Elliot Davis

Brody Ledbetter, CPA, CISA
Manager
Elliot Davis

11:40 a.m.

Lunch

Guests can foster business development opportunities and connect with fellow attendees

12:40 p.m.

CONCURRENT SESSION #5

Insurance Track

Future of the Industry 1-Other

Customer experience, usage-based insurance, telematics, blockchain, bending the cost curve

Phil Schmoyer, CFE, CISA, AES, CSM
Principal, Digital Practice
Baker Tilly

Greg Driscoll
Chief Operating Officer
Penn Mutual Life Insurance Company

Michael Herman
Principal
Baker Tilly Digital

Financial Institutions Track

Tax Update 1-Tax

New corporate alternative minimum tax and stock buyback tax
Other tax changes in 2022
2022/2023 Pennsylvania budget tax changes
Hot button issues

Charles E. Marston, CPA
President and Director, Tax Group
S.R. Snodgrass PC

1:35 p.m.

CONCURRENT SESSION #6

Insurance Track

Digital Strategy, Part 1 1-Other

Explore core challenges in insurance, trends within innovation, and where to start
Understand the various “could do” items, and how to prioritize what you “should do”
Introduce a framework for rapid innovation within the insurance industry and how to operationalize innovation

Phil Schmoyer, CFE, CISA, AES, CSM
Principal, Digital Practice
Baker Tilly

Michael Herman
Principal
Baker Tilly Digital

Financial Institutions Track

Managing Interest Rate Risk in the Midst of Volatility 1-Other

Inflation, interest rate hikes, and global turmoil have created a level of uncertainty on par with 1982
Interest rate swaps remain an essential tool to protect margins
Examples of how hedging tools are being deployed by both lenders and borrowers in search of predictability and control

Bob Newman, CFA
Managing Director, Financial Institutions
Chatham Financial

2:25 p.m.

Afternoon Break

2:40 p.m.

CONCURRENT SESSION #7

Insurance Track

Digital Strategy, Part 2 1-Other

Explore some industry case studies/examples of digital transformation in the insurance industry
Understand core pain points for these use cases, how the challenge was approached, the solution, and the value gained by the insurer

Phil Schmoyer, CFE, CISA, AES, CSM
Principal, Digital Practice
Baker Tilly

Michael Herman
Principal
Baker Tilly Digital

Financial Institutions Track

Trends and Reporting Outlook 1-A&A

Key themes and reporting considerations as we head into year-end close
Highlights on topics that are top of mind for financial institutions, including banks, and what's on the horizon from a reporting standpoint

Sara Raza
Senior Manager, Financial Services Practice
Ernst & Young LLP

Bryanna Bays
Manager
Ernst & Young LLP

3:30 p.m.

See You Next Year!

"The PICPA Insurance Conference always delivers. It provides thought leadership on a variety of topics that I can bring back to my company."

Michael Loftus, CPA
Global indemnity Group Inc.

Credits

CPE Credits: 16-Mixed**

Level: Update
Prerequisite: None

CLE Credits and Fees: This course has been submitted for 10 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $100.

Registration

PICPA Member

$579

$345

Nonmember

$679

$445

ClassPass

16 hours

8 hours

CLE Credit

$100

$50

Use your ClassPass or Flex Account to register. Find more information about PICPA discounts.

Staying Over?

Reserve a room at the Alloy King of Prussia - a DoubleTree by Hilton using this link or by calling (855) 729-3108. Reservations must be made by Nov. 9. Identify yourself as a PICPA conference participant and receive a discounted room rate of $169 for a king bed.

Sponsor this conference! View packages >

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Insurance & Financial Institutions

2022 Conference

Thank You to Our 2022 Sponsor

2022 Agenda

Thursday, Dec. 1

Reporting on ESG 1-A&A

Digital Assets, Blockchain, BaaS: What's Important to Know Now? 1-Other

Where Is Your Talent Coming From? 1-Other

Creating an Ethical Culture 1-Ethics

Lunch

Pennsylvania Insurance Department Update 1-Other

Banking Industry Update 1-Other

Insurance Taxation Update, Part 1 1-Tax

Regulatory Update 1-A&A

Insurance Taxation Update, Part 2 1-Tax

Current Expected Credit Losses (CECL) Update 1-A&A

Happy Hour

Friday, Dec. 2

Mergers & Acquisitions Update 1-Other

The Economic & Capital Markets Outlook for 2023 1-Other

GAAP Update 1-A&A

Statutory Accounting Update 1-A&A

In Case You Missed It ... Consumer Compliance Observations and the Impact on Your Institution 1-Other

Lunch

Future of the Industry 1-Other

Tax Update 1-Tax

Digital Strategy, Part 1 1-Other

Managing Interest Rate Risk in the Midst of Volatility 1-Other

Digital Strategy, Part 2 1-Other

Trends and Reporting Outlook 1-A&A

Credits

Registration

Staying Over?