36th Annual Insurance Industry Conference

Date: September 24-25
Location: KPMG Lakehouse, Orlando FL or Virtual

The insurance 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 today's challenges. In this dynamic environment, we believe it is more important than ever for industry leaders to embrace change in order to elevate 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 sessions—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 2023 conference

Highlights from the KPMG 35th 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.

Check back regularly for agenda updates!

Day One – September 24, 2024

Time	Session	Presenters
9:00am-10:00am	State of the Insurance Industry	Scott Shapiro, US Sector Leader, Insurance, KPMG LLP Frank Pfaffenzeller, Global Head of Insurance, KPMG International
10:00am-11:00am	Finance Organization of the Future	Yanela Frias, Executive Vice President and Chief Financial Officer, Prudential Jeanne Johnson, National Advisory Sector Leader, Insurance, KPMG US (moderator)
11:00am-11:15am	BREAK
11:15am-12:15pm	Shaping Better Decisions in a Volatile World to Protect and Grow Businesses	Eric Andersen, President, Aon
12:15pm-1:15pm	LUNCH
1:15pm-2:15pm	Breakout session \| Property & Casualty: Rising Complexity	Ian Sterling, Principal, Actuarial, KPMG LLP (moderator) Dave MacInnis, Vice President Product Management - Pricing Analytics and Actuarial Modernization, Allstate Jonathan Blake, Executive Head of Reserving, USAA
1:15pm-2:15pm	Breakout session \| Navigating Reinsurance Strategies: Exploring Asset-Intensive Reinsurance and Offshore Structures	Tom Kelly, Partner, Audit, KPMG LLP (moderator) Anam Khan, Partner, Management Consulting, KPMG Bermuda Mike Bohm, Chief Financial Officer, Prismic Life Adam Greenhut, Senior Vice President & Deputy General Counsel, Fortitude Re
1:15pm-2:15pm	Breakout session \| Accounting and Reporting Update	Olga Roberts, Managing Director, Audit, KPMG LLP Timothy Brown, Partner, Audit, KPMG LLP
1:15pm-2:15pm	Breakout session \| Embrace Disruption: How Digital Product Management is Reshaping the Industry	Alissa Ristic, Managing Director, Digital Insurance, KPMG LLP Jeff Bergman, Executive Vice President, Alliances, Majesco Phillip Naples, Founder & CEO, Layr Max Taffel, Managing Director, Market Growth & Client Success, KPMG LLP
2:15pm-2:30pm	BREAK
2:30pm-3:30pm	Boardroom Insights: Agenda for Success	Ed Chanda, Global Leader of Insurance Audit, KPMG LLP (moderator) Russell Noles, Board of Directors, Jackson Financial Anne Waleski, Board of Directors, Liberty Mutual & Enact Mortgage Insurance Jeff Zellers, Board of Directors, Nationwide
3:30pm-4:30pm	Everything, Everywhere, All At Once: Delivering On Your Brand Promise	Mel Dallavalle, Managing Director, Customer Experience, KPMG LLP (moderator) Meghan Doscher, Chief Marketing Officer, Brighthouse Financial Abim Kolawole, Chief Audit Executive, Northwestern Mutual Lilly Raymond, Head of Marketing Strategy, MarTech and Operations, Prudential
4:30pm-4:40pm	BREAK
4:40pm-5:40pm	Embracing the Human Challenges in Elevating GenAI	Evan Metter, Principal, Advisory, KPMG LLP Phil Walker, President & CEO, AAA Life Dan Stanovich, General Manager, Americas Life BPS, DXC Chirag Jindal, Head of Insurance, Americas, ServiceNow

Day Two – September 25, 2024

Time	Session	Presenters
8:30am-9:00am	Building Economic Resilience in the Insurance Industry	Scott Shapiro, US Sector Leader, Insurance, KPMG LLP (moderator) Ken Kim, Senior Economist, KPMG LLP
9:00am-10:00am	Power Plays and Policy Shifts: Understanding the Political Environment and Exploring What's To Come	Ram Menon, Partner, Growth & Strategy – Insurance Sector, KPMG LLP (moderator) Libby Coffin, Principal-in-Charge, Office of Government Affairs and Public Policy, KPMG LLP John Gimigliano, Principal, Tax, KPMG LLP
10:00am-11:00am	Tax Talk	Joe Vaccaro, National Tax Sector Leader, Insurance, KPMG LLP James Mannello, Global Head of Tax, Sompo International Soo Sadekar, Vice President of Tax, Galway Holdings Aaron Maguire, Vice President, Tax, Jackson Financial, Inc.
11:00am-11:15am	BREAK
11:15am-12:15pm	Advancing the Insurance Industry through Technology	Amala Duggirala, Executive Vice President and Enterprise Chief Information Officer, USAA Raj Konduru, Principal, Advisory, KPMG LLP (moderator)
12:15pm-1:15pm	LUNCH
1:15pm-2:15pm	Breakout session \| NAIC Bond Project	Olga Roberts, Managing Director, Audit, KPMG LLP Tip Tipton, Head of Accounting Policy, Thrivent Allen Stoltman, Private Debt Portfolio Manager, Thrivent
1:15pm-2:15pm	Breakout session \| Navigating Insurance Coverage Challenges in the Energy Sector– A Shared Experience?	Sean Vicente, Partner, Americas ESG Lead – Insurance, KPMG LLP (moderator) Jeremy Smith, Managing Director, Actuarial, KPMG LLP Scott Sobel, Director - Global Risk Consulting, Aon Paul Frank, Corporate Risk Manager, Delek Brian Pelham, Director, Insurance, PG&E
1:15pm-2:15pm	Breakout session \| Securing the Future: Exploring Risk in the Insurance industry	David DiCristofaro, Financial Services Line of Business Leader, KPMG LLP (moderator) Tamara Burden, Deputy Chief Risk Officer, National Life Group Preeti Gureja, SVP, Enterprise Risk Management, Chubb Zeeshan Rehmani, Principal, Actuarial, KPMG LLP
1:15pm-2:15pm	Breakout session \| Addressing Challenges in Insurance Finance Operations	Mainak Patel, Insurance Sales Leader, NA, SAP Fioneer Ino Vorwerk, Client Lead Partner, SAP Fioneer Mike Helstrom, Principal, CIO Advisory, KPMG LLP
2:15pm-2:30pm	BREAK
2:30pm-3:30pm	AI at the Confluence of Life, Health and Wealth	Raj Konduru, Principal, Advisory, KPMG US (moderator) Sharon Rodriguez, Chief Execuive Officer, High Peak AI

Image of Scott Shapiro

Scott Shapiro

Principal, US Sector Lead, Insurance, KPMG LLP

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Image of Ram Menon

Ram Menon

Partner, Growth & Strategy – Insurance Sector, KPMG US

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Image of Scott Shapiro

Scott Shapiro

Principal, US Sector Lead, Insurance, KPMG LLP

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Image of Ram Menon

Ram Menon

Partner, Growth & Strategy – Insurance Sector, KPMG US

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