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Wednesday, Nov. 12
1-OtherAI Regulations and Underwriting – What Every CPA Needs to Know
- Navigate global and U.S. regulations (NAIC, EU AI Act, NIST) shaping AI use in insurance
- Identify and address bias risks in AI-driven underwriting to meet regulatory expectations
- Understand how privacy and security rules impact your compliance, audit, and client advisory work
Garrett Wasny, MA, CMC, CITP/FIBP
Founder and Director
AI Accounting Future Forum
1-A&AGAAP Update
- Overview of upcoming Accounting Standards Updates effective in 2025 and 2026
- Analysis of the impact of these new ASUs on the financial and insurance industries
- Discussion of proposed ASUs
Zach Shoaf, CPA
Manager, Financial Services
FORVIS Mazars LLP
Matt Suchko, CPA
Senior Manager
FORVIS Mazars LLP
Concurrent Session #1
Insurance Track
1-A&APennsylvania Department of Insurance Update
- Receive an overview of today’s most pressing issues in insurance regulation and financial reporting
- Get an update from the Office of Financial Regulation, the latest on SSAP and reporting revisions, and an analysis of the top risks facing the insurance industry
- Explore key considerations around creditor relationships and obligations, bond principles, and public engagement
- Highlight emerging challenges in cybersecurity and the growing role of artificial intelligence in the industry
Robert Woronkoo, CPA, CFE, CISA, PIR
Director, Bureau of Financial Examinations
Pennsylvania Department of Insurance
John Naporao
Western Regional Outreach Chief
Pennsylvania Department of Insurance
Quinten Kennedy
Regional Outreach Manager
Pennsylvania Department of Insurance
Financial Institutions Track
1-A&APennsylvania Banking Industry Update: What Will It Take to Thrive?
- Net interest margin is the 800lb gorilla
- Diversify revenues, profitably
- Technology: stop talking, start doing
- Strategic alignment: how we shoot ourselves in the foot
Jeffrey P. Marsico
President
The Kafafian Group Inc.
Concurrent Session #2
Insurance Track
1-OtherClaims and Reserves – Utilizing AI
- Discuss how artificial intelligence is being positioned to transform claims operations, including automation, decisioning, and customer experience—balanced with a candid look at current limitations and adoption challenges
- Gain insight into trends and use cases shaping claims and how AI is being applied in real-world claims scenarios to drive efficiency and improve outcomes
- Explore key obstacles such as data quality, model bias, and integration with legacy systems that impact the effectiveness and scalability of AI in claims
Alissa Ristic
Managing Director, Insurance Operations & Global Claims Lead
KPMG
Benjamin Barfell
Director, Insurance Operations & Claims
KPMG
Jeremy Smith
Managing Director, Actuarial
KPMG
Financial Institutions Track
1-OtherCECL and Credit Risk
- Discuss ongoing model evaluation considerations
- Common refresh focus areas
- Evaluating changes
- Current credit environment
Allison Minnis
Partner
Crowe LLP
Steve Krase
Loan Review Partner
Crowe LLP
Concurrent Session #3
Insurance Track
1-TaxInsurance Taxation Update
- Review recent tax trends and legislation
- Explore tax law and accounting for income tax developments affecting life, property, and casualty insurance professionals
- Discuss current tax policy
Raheem Spivey
Managing Director
PWC
Andrew Prior
Managing Director, Tax Policy Services
PWC
Timothy Peacock
Partner
PWC
Financial Institutions Track
1-Tax2025 Tax Update for Financial Institutions
- Get a summary of the One Big Beautiful Bill Act
- Discuss interest income exclusion on rural and agricultural loans
- Stay current on Pennsylvania tax
Danelle Stewart, CPA
Director of Tax
S.R. Snodgrass PC
Concurrent Session #4
Insurance Track
1-OtherFinance Function Transformation Lessons
- Review SAP treatment of common investment types
- Understand portfolio risk and asset-liability matching
- Apply NAIC guidance to investment oversight and disclosures
Phil Schmoyer, CFE, CISA, AES, CSM
Principal
Baker Tilly
Bashar Elayyan
Senior Manager
Baker Tilly
Financial Institutions Track
1-OtherBSA/AML Compliance Risks in a Shifting Regulatory Landscape
- Identify key compliance risk areas under BSA/AML frameworks, including customer due diligence, transaction monitoring, and suspicious activity reporting
- Evaluate recent enforcement trends and regulatory guidance from FinCEN, OCC, and other agencies
- Assess the effectiveness of internal controls and governance structures in mitigating compliance risk
Matthew Hovis
Senior Manager
Wipfli
Thursday. Nov. 13
1-EthicsEmerging Trends in Ethics
- Review emerging trends in ethics such as private equity, technology, and the changing regulatory environment
- Discuss the related standard-setting activity and regulatory initiatives
- Explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence
Allison Henry, CPA
Vice President - Professional & Technical Standards
PICPA
1-OtherCurrent Economic Developments
- What is the general state of the economy?
- What have the consumers been up to?
- How has the labor market performed over the last few months?
- What is the current status of inflation, and what to expect in the future?
Ryotaro Tashiro
Outreach Economist and Advisor | Research
Federal Reserve Bank of Philadelphia
Concurrent Session #1
Insurance Track
1-A&AStatutory Accounting Update
- Review of 2025 changes to statutory accounting
- Review of changes to the 2025 annual statement blank
- Statutory tax update
Matthew Harvey, CPA, MSPA
Tax Senior Manager
Brown Plus
Scott Esworthy, CPA
Audit Principal
Brown Plus
Financial Institutions Track
1-OtherSmart Contracts, Smarter Risks: AI & Stablecoins in the Age of Intelligent Commerce
- Receive an overview of the GENIUS Act and what has been coined the New Era of Digital Asset Regulation
- Explore the potential risk mitigation blueprint for Stablecoins for risk areas including AML/CFT compliance, cybersecurity, and operational risks
- Understand AI risk frameworks and cross-sector guidance themes regarding essential operations in finance and insurance
Dashaun Chester
Manager | Technology Risk Consulting
RSM US LLP
Concurrent Session #2
Insurance Track
1-A&APartnering vs Acquiring an MGA - Is the Risk Worth the Reward?
- Defining what is an MGA
- Risks and rewards of an MGA acquisition
- Risks and rewards of an MGA partnership
Doug Borell, CPA, CIA
Senior Manager, Insurance Practice
Centri Business Consulting LLC
Financial Institutions Track
1-A&ABanking M&A: Is the Lid Coming Off?
- Market tailwinds exists to execute
- Future landscape implications for a hot M&A market
- Recap of qualitative and quantitative reasons that M&A is heating up
Dan Flaherty, CFA
Managing Director, Investment Banking
Financial Institutions Group (FIG)
Concurrent Session #3
Insurance Track
1-A&AReinsurance Overview and Regulatory Update: 2025 Accounting, Capital, and Market Developments
- Get an up-to-date perspective on reinsurance market trends, statutory accounting, and NAIC regulatory changes for 2025
- Covers SAP vs. GAAP differences and RBC formula updates, and key issues such as litigation system abuse, cyber risk, and collateral transparency
- Gain practical insights into reporting, compliance, and capital implications
Jeff Alton
Senior Vice President, Accounting, Finance & Risk
Reinsurance Association of America
Financial Institutions Track
1-OtherStrengthening Financial Institution Risk Management: Control Frameworks, Monitoring, and Governance Best Practices
- Explore widely adopted frameworks for managing operational and compliance risk, and understand their alignment with IIA risk assessment standards
- Discuss key components for ongoing monitoring and testing, including control identification, periodic reviews, documentation, and remediation tracking to ensure control effectiveness
- Consider how to establish clear escalation criteria, structured pathways, and timely communication for addressing control deficiencies and regulatory concerns
- Review governance structures, board oversight, issue management, and reporting that help institutions meet regulatory expectations for internal control monitoring and compliance
Barry Pelagatti
Partner
RKL LLP
Concurrent Session #4
Insurance Track
1-OtherWhat Makes a Good Program Partner
- Receive practical insights to help carriers and program administrators partner more effectively in an ever-changing landscape
Doug Borell, CPA, CIA
Senior Manager, Insurance Practice
Centri Business Consulting LLC
John Swanick, CPA
Senior Director, Insurance Practice
Centri Business Consulting LLC
Joe Hayes CPA
Managing Director, Insurance Practice Leader
Centri Business Consulting LLC
Ferda Kirman, CPCU, AU-M, ASLI
AVP Corporate Underwriting
Global Indemnity
Financial Institutions Track
1-OtherFraud Prevention & Detection
- Strengthen internal controls to reduce exposure to high-risk fraud scenarios
- Train staff on fraud awareness to identify threats like synthetic identities, deepfake impersonation, and business email compromise
- Implement vigilant monitoring and review processes to detect suspicious activity early
- Stay informed on regulatory changes to ensure compliance while minimizing fraud risk
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Andrew Eschle, CPA, MBA
Principal
CliftonLarsonAllen LLP
Sarah Mallon
Manager
CliftonLarsonAllen LLP
