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35th Annual Insurance Industry Conference

KPMG Lakehouse, Orlando, Florida


Leading through uncertainty: Shaping the future of Insurance

Date: September 20-21
Location: KPMG Lakehouse, Orlando FL or Virtual

The industry continues to navigate a period of significant change; technological innovations, shifting regulations, economic headwinds, and evolving customer needs and expectations are just a few of the factors contributing to overall uncertainty. In this dynamic environment, we believe it is more important than ever for industry leaders to come together to shape the future of the insurance industry by sharing insights about transforming business models, modernizing operating models, enhancing stakeholder engagement, and accelerating innovation.

This conference will provide a day and a half of engaging exchanges, thought-provoking panel discussions, and inspiring keynote speeches—all focused on empowering leaders to embrace change, drive sustainable growth, and shape the future of the insurance industry, across Life & Retirement, Property & Casualty, and Insurance Distribution & Services sectors.

Whether in person or virtual, as an attendee, you can expect:

  • A robust agenda with a blend of perspectives on key issues facing insurers today
  • Innovative thinking and insightful content
  • Creative strategies to help you address your challenges and achieve desired results.
  • Networking and opportunity to connect with other insurance professionals to expand your network.

What to expect: Highlights from our 2022 Conference

Highlights from KPMG’s 34th Annual Insurance Industry Conference where top insurance executives came together to discuss the latest trends, innovative thinking, and strategies to consider as they look to accelerate, transform and grow.

About KPMG Lakehouse

KPMG Lakehouse is a state-of-the-art facility that includes conference space; the latest in technology from a learning standpoint; our ignition center, which houses one of our innovation labs; and hotel rooms on a beautiful property.


Day One – September 20, 2023

    State of the Insurance Industry with Ed Chanda, KPMG National Sector Leader
    9:00am – 10:00am EST
    Future of Life & Retirement with Rob Falzon, Vice Chair of Prudential
    10:00am – 11:00am EST
    Future of Insurance Distribution & Services
    11:15am – 12:15pm EST
    Accounting and Reporting Update
    1:15pm – 2:15pm EST
    Property & Casualty: A Changing Landscape
    1:15pm – 2:15pm EST
    Current Issues in ICFR
    1:15pm – 2:15pm EST
    The Impact of Artificial Intelligence on the Insurance Industry
    1:15pm – 2:15pm EST
    Experience Pay Offs – How to Deliver Successful Customer Experience
    2:30pm – 3:30pm EST
    New Ways of Working and the Evolving Talent Landscape
    3:45pm – 4:45pm EST
  •  EVENT
    Dinner & Networking Reception
    5:00pm – 7:00pm EST

Day Two – September 21, 2023

    Future of Property & Casualty with Jeremy Noble, President and CEO of Markel
    8:30am – 9:30am EST
    Taxing Times: Navigating the Evolving Tax Environment
    9:30am – 10:30am EST
    Economic and Political Impacts
    10:45am – 11:45am EST
    Accounting and Reporting Update
    12:30pm – 1:30pm EST
    What’s Next for LDTI?
    12:30pm – 1:30pm EST
    Enterprise Business Resiliency & Cyber Risks
    12:30pm – 1:30pm EST
    ESG – Is Insurance at the Center?
    12:30pm – 1:30pm EST
    The Genomic Revolution with Tom Wamberg, CEO of Clark Wamberg
    1:45pm-2:45pm EST
    Conference Wrap-Up with Ed Chanda, KPMG National Sector Leader
    2:45pm-3:00pm EST

Keynote speakers

Robert Falzon

Vice Chair
Prudential Financial, Inc.

Robert Falzon is vice chair of Prudential Financial, Inc. and a member of Prudential’s Board of Directors.

In his role, Falzon oversees the finance, risk, investments, actuarial, communications, information & technology, and corporate social responsibility functions.

Prior to this position, Falzon was executive vice president and chief financial officer of Prudential Financial, Inc. Appointed to this position in March 2013, he oversaw global financial management matters including financial reporting, treasury, tax, investor relations and mergers and acquisitions.

Previously, Falzon was senior vice president and treasurer of Prudential Financial, Inc., responsible for management of the company’s capital, liquidity and borrowing. Before being appointed treasurer in 2009, he served as managing director of PGIM Real Estate, head of its Global Merchant Banking and Global Real Estate Securities Groups and CEO of its European business.

Before joining PGIM Real Estate in 1998, Falzon was a managing director in the investment banking group at Prudential Securities, Inc. in New York and was previously a managing director in PGIM’s private fixed income business.

Falzon holds an MBA degree in finance and accounting from Columbia University and graduated Phi Beta Kappa with a bachelor’s degree in economics from Rutgers University. He is a CFA charterholder, a Certified Public Accountant, and a member of AICPA and the CFA Institute.

Falzon is an Advisory Board member of the New Jersey Salvation Army (former chair) and chair of the Salvation Army Boys & Girls Club of Ironbound in Newark. He is a member of both the Rutgers University Board of Trustees and the Rutgers University Foundation Board of Overseers.

Jeremy Noble

President, Insurance

Jeremy A. Noble is President, Insurance at Markel Group Inc. (NYSE: MKL), a diversified holding company with nearly $12 billion in revenues in 2022. In his role, Jeremy serves as the chief executive of all global insurance operations. He oversees insurance, reinsurance, portfolio protection and program services, as well as insurance-linked securities. He was appointed President of Markel, the global specialty insurance operations and largest business within Markel Group, in January 2023.

Jeremy has more than 25 years of experience in financial management, business leadership and corporate strategy. He previously served as the Chief Financial Officer for Markel Group since 2018, and prior to that he was based in London as Finance Director of Markel’s international operations from 2015 to 2018. Jeremy joined Markel in 2002 after working for five years at KPMG LLP.

Jeremy earned a Bachelor of Science degree from the University of Richmond and has previously held the certified public accountant (CPA) and chartered property casualty underwriter (CPCU) designations. He serves on the Executive Advisory Council for the University of Richmond and is an advisor for the Maurice R. Greenberg School of Risk Management, Insurance and Actuarial Science at St. John’s University.

Tom Wamberg

Clark Wamberg

Tom Wamberg is the CEO of Clark Wamberg. Tom has enjoyed two careers. Insurance and Genomics. Tom served as the Founder, Chairman and CEO of Clark Consulting, NYSE, CLK, which successfully went public in 1998 and was purchased by AEGON in 2007. 

During his insurance career he was the President of AALU, and the International Forum. He is the author of three books on the subject of Bank Owned Life Insurance. He has testified before Congress in respect to the defense of inside build up and worked with the OCC to draft and publish final regulations in respect to bank ownership of life insurance. 

Tom has been a board member of the Cleveland Clinic since 2000 and served on the Innovation Board of the Cleveland Clinic. As part of the Innovation Board Tom saw first hand the latest emerging healthcare technology. 

In 2016 Tom served as the President of the Human Longevity Institute in San Diego. Human Longevity has the largest set of whole genome data in the world.

In 2017 Tom founded Wamberg Genomic Advisors, now Genomic Life, which built a membership cancer prevention product, Cancer Guardian, which is successfully sold as a voluntary benefit in the workplace through 100's of employers.

In 2021 Tom founded and was the Chairman and CEO of HealthOME, Inc,. HealthOME is the first company of its type which builds genomic based services and features which are embedded in life insurance and critical illness policies. The objective is to give affordable tools to policyholders to allow them to live longer and healthier lives.

Tom has served on 20 corporate boards and has appeared frequently on Squawk Box and CNBC as a business commentator on corporate governance. Tom is a member of the 100 Longevity Leaders, the 100 Human Resource Influencers and most importantly was the Father of the Year for the Illinois Fatherhood Initiative in 2004. Tom has 7 children and 9 grandchildren.

Meet our team

Image of Ed Chanda
Ed Chanda
Global Leader of Insurance Audit, KPMG LLP
Image of Ram Menon
Ram Menon
Partner, Growth & Strategy – Insurance Sector, KPMG US

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