Monday, September 15
5:30pm-7:30pm | In-person only: Welcome reception / Talent & Workforce in Insurance panel discussion *Arrive to Lakehouse by 3:30pm for our kick-off reception, starting at 5:30pm. | Kelly DiCuffa, Managing Director, KPMG LLP |
Date: September 16-17, 2025
Location: KPMG Lakehouse, Orlando FL or Virtual
The insurance industry continues to navigate technological innovations, shifting regulations, economic headwinds, and evolving customer needs and expectations. 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:
View the highlights from the KPMG 36th Annual Insurance Industry Conference. Top insurance executives came together to discuss the latest trends, innovative thinking, and strategies to consider in order to elevate the industry.
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.
The agenda for the 37th Insurance Industry Conference includes a mix of general and breakout sessions featuring topics that are critical to insurance professionals today. Session topics and times are subject to change. Check back regularly for agenda updates!
5:30pm-7:30pm | In-person only: Welcome reception / Talent & Workforce in Insurance panel discussion *Arrive to Lakehouse by 3:30pm for our kick-off reception, starting at 5:30pm. | Kelly DiCuffa, Managing Director, KPMG LLP |
8:30am-9:30am | State of the Insurance Industry | Scott Shapiro, US Sector Leader, Insurance, KPMG LLP |
9:30am-10:30am | Insurance Trends | Joan Lamm-Tennant, Chair of the Board, Equitable Holdings |
10:30am-10:50am | BREAK |
|
10:50am-11:50am | Breakout session | Accounting & Reporting Update | Olga Roberts, Managing Director, KPMG LLP |
10:50am-11:50am | Breakout session | Property & Casualty Trends | Ian Sterling, Principal, Actuarial, KPMG LLP Joseph Roesler, Chief Financial Officer, Allied World Deborah Huppert, EVP & Deputy CFO, Arch Capital Services LLC |
10:50am-11:50am | Breakout session | Transforming Claims with Experience and Innovation: Discover Breakthroughs and Best Practices | Alissa Ristic, Managing Director, KPMG LLP |
10:50am-11:50am | Breakout session | AI in Business Operations | Ravi Bhagat, Principal, Actuarial, KPMG LLP |
11:50am-1:00pm | LUNCH |
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1:00pm-2:00pm | Megatrends in Insurance | Lori Goltermann, CEO, Global Regions and North America, Aon |
2:00pm-3:00pm | Tax in Transition: Exploring Opportunities and Challenges for Insurers | Joe Vaccaro, Tax Sector Leader, Insurance, KPMG LLP |
3:00pm-3:20pm | BREAK |
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3:20pm-4:20pm | Synergy in Action: Bridging Risk, Audit, and Finance Amid Accelerating Change | Cecilia Orchard, Senior Vice President and Chief Auditor, Prudential Financial Rob Dill, EVP & Global Chief Audit Executive, MetLife An Mines, Head of Enterprise and Financial Risk Management, USAA |
4:20pm-5:20pm | AI and Innovation in the Insurance Industry: Why Culture Matters! | Arun D'Silva, Partner, KPMG LLP |
5:30-7:30pm | In-person only: Networking reception |
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8:30am-9:30am | Board Agenda in Insurance | Ram Menon, Partner, KPMG LLP |
9:30am-10:30am | Property & Casualty Trends
| Randy Termeer, President, Property & Casualty, USAA |
10:30am-10:50am | BREAK |
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10:50am-11:50am | Geopolitical Risks | Eurasia Group |
11:50am-12:50pm | Sell Like a Spy | Jeremy Hurewitz, Creator & Author of "Sell Like a Spy" |
1:00pm-2:00pm | LUNCH |
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Insurance
Discover new opportunities amid disruption and uncertainty
36th Annual Insurance Industry Conference
Embrace today. Elevate tomorrow.
Insurance Industry Symposium
Join us on June 10 for a virtual event featuring timely updates on insurance industry issues from KPMG subject matter professionals.
Connect with us via webcast, podcast or in person/virtual at industry conferences.