Wednesday, Nov. 12
9:50 a.m.
Conference Opens
10:00 a.m.
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
10:50 a.m.
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
11:40 a.m.
Lunch Break
12:10 p.m.
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
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.
1:00 p.m.
Concurrent Session Break
1:05 p.m.
Concurrent Session #2
Insurance Track
1-OtherClaims and Reserves – Utilizing AI
- Identify key AI applications in claims management and reserve analytics
- Evaluate the impact of machine learning on actuarial assumptions and financial reporting
- Assess data governance, model transparency, and ethical considerations in AI deployment
- Apply insights to enhance audit readiness and regulatory compliance
Alissa Ristic
Managing Director – Digital Insurance
KPMG
Financial Institutions Track
1-OtherCECL and Credit Risk
- Interpret the core ideas behind CECL compliance
- Analyze the impact of economic conditions on credit loss forecasting and reserve adequacy
- Evaluate internal controls and documentation standards for CECL model validation
- Apply credit risk insights to strengthen financial reporting and regulatory alignment
Allison Minnis
Partner
Crowe LLP
Steve Krase
Loan Review Partner
Crowe LLP
1:55 p.m.
Concurrent Session Break
2:00 p.m.
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
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
2:50 p.m.
Concurrent Session Break
2:55 p.m.
Concurrent Session #4
Insurance Track
1-OtherInsurance Investments: Accounting, Oversight & Strategy
- Review SAP treatment of common investment types
- Understand portfolio risk and asset-liability matching
- Apply NAIC guidance to investment oversight and disclosures
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
3:45 p.m.
See you tomorrow!
Thursday. Nov. 13
9:50 a.m.
Conference Opens
10:00 a.m.
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
10:50 a.m.
1-OtherEconomic Update
- Stay informed with the latest economic trends impacting the accounting profession
- Explore key topics including inflation, interest rates, labor markets, and global shifts
- Gain actionable insights to support strategic decision-making for clients and firms
Ryotaro Tashiro
Outreach Economist and Advisor | Research
Federal Reserve Bank of Philadelphia
11:40 a.m.
Lunch Break
12:10 p.m.
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 is 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 & Cross-Sector Guidance themes regarding essential operations in finance and insurance
Dashaun Chester
Manager | Technology Risk Consulting
RSM US LLP
1:00 p.m.
Concurrent Session Break
1:05 p.m.
Concurrent Session #2
Insurance Track
1-A&APartnering Versus 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
Senior Manager, Insurance Practice
Centri Business Consulting LLC
Financial Institutions Track
1-A&ABanking M&A
- Review financial and regulatory drivers of M&A
- Understand accounting and tax impacts
- Identify post-merger reporting considerations
Dan Flaherty, CFA
Managing Director, Investment Banking
Financial Institutions Group (FIG)
1:55 p.m.
Concurrent Session Break
2:00 p.m.
Concurrent Session #3
Insurance Track
1-A&AReinsurance Overview/Update
- Review current trends and structures in reinsurance markets
- Understand accounting and reporting implications under SAP and GAAP
- Evaluate regulatory developments and their impact on reinsurance strategies
- Identify key considerations in reinsurance contracts and risk transfer
Financial Institutions Track
1-OtherOperational Compliance Risks
- Understand control frameworks for managing operational compliance risk
- Identify key components of effective monitoring, testing, and escalation protocols
- Evaluate governance practices that align with regulatory expectations
2:50 p.m.
Concurrent Session Break
2:55 p.m.
Concurrent Session #4
Insurance Track
1-OtherEquity & Fairness Insurance Pricing
- Explore principles of equitable pricing and actuarial fairness
- Understand regulatory expectations around discrimination and bias
- Assess the role of data, rating variables, and transparency in pricing models
- Identify challenges in balancing risk-based pricing with social equity concerns
Financial Institutions Track
1-OtherFraud Prevention & Detection
- Review common fraud schemes involving checks, ACH, endorsements, and insurance contracts
- Assess the role of fraud prevention tools like positive pay and detection software
- Apply internal control strategies to strengthen fraud oversight and response
3:45 p.m.
See You Next Year!
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