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 & Transforming Insurance Roles: Adapting the Office of Today for Tomorrow's Challenges *Arrive to Lakehouse by 3:30pm for our kick-off reception, starting at 5:30pm. | Kelly DiCuffa, Managing Director, KPMG LLP Emily Nesbit, Director, KPMG LLP Scott Shapiro, US Sector Leader, Insurance, KPMG LLP Pixi Sofian, Director, KPMG LLP |
| 8:30am – 9:30am | State of the Insurance Industry | Scott Shapiro, US Sector Leader, Insurance, KPMG LLP Ken Kim, Senior Economist, KPMG LLP |
| 9:30am – 10:30am | Building Resilient Organizations: Navigating Uncertainty with Purpose | Joan Lamm-Tennant, Chair of the Board, Equitable Holdings Ram Menon, Partner, KPMG LLP |
| 10:30am – 10:50am | Break |
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| 10:50am – 11:50am | Accounting and Reporting Update | Olga Roberts, Managing Director, KPMG LLP Timothy Brown, Partner, KPMG LLP |
| Property & Casualty: Navigating Headwinds | Ian Sterling, Principal, Actuarial, KPMG LLP Joseph Roesler, Chief Financial Officer, Allied World Deborah Huppert, EVP & Deputy CFO, Arch Capital Services LLC George Zaharatos, Principal, KPMG LLP | |
| Transforming Claims with Experience and Innovation: Discover Breakthroughs and Best Practices | Alissa Ristic, Managing Director, KPMG LLP Jay Adams, Chief Insurance Officer, Citizens Property Insurance Company Pat Van Bakel, President, Loss Adjusting, Crawford & Company Hanh Lam, Senior Director, US MGA, Simply Business | |
| The AI Edge in Driving Operational Efficiency | Ravi Bhagat, Principal, Actuarial, KPMG LLP James Knight, Senior Vice President, Modeling & Actuarial Solutions, MetLife Nina Edwards, Vice President, Emerging Technology & Innovation, Prudential Financial Chirag Jindal, Co-Founder and CEO, Plutus Raj Konduru, Consulting Sector Leader, Insurance, KPMG LLP | |
| 11:50am – 1:00pm | Lunch | |
1:00pm – 2:00pm | Megatrends Reshaping Risk | Lori Goltermann, CEO, Global Regions and North America, Aon Scott Shapiro, US Sector Leader, Insurance, KPMG LLP |
2:00pm – 3:00pm | Tax in Transition: Exploring Opportunities and Challenges for Insurers
| Joe Vaccaro, Tax Sector Leader, Insurance, KPMG LLP Doug Monska, Head of Tax, USAA Melissa Hall, Global Head of Tax, Assurant Sarah Sheldon, VP, Head of Tax Legal, Lincoln Financial Group |
3:00pm – 3:20pm | Break |
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3:20pm – 4:20pm | Synergy in Action: Bridging Risk, Audit, and Finance Amid Accelerating Change | Manish Madhavani, Line of Business Leader, Financial Services, KPMG LLP 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 Jason Freund, Partner, KPMG LLP |
4:20pm – 5:20pm | AI and Innovation in the Insurance Industry: Why Culture Matters! | Arun D'Silva, Partner, KPMG LLP Ali Geramian, Partner, Anthemis Group Risha Mahadeo, Vice President, Digital Partners, Arch Insurance Group Inc. Jeff Heaton, VP, AI Innovation, Reinsurance Group of America, Inc |
| 5:30pm – 7:30pm | Networking Reception |
| 8:30am – 8:40am | Welcome | |
8:40am – 9:40am | Board Agenda in Insurance | Ram Menon, Partner, KPMG LLP Laura Hay, Board Member, MetLife and Everest Group, Ltd. John Howard, Board Member, Everest Group, Ltd. Tricia Guinn, Board Member, Reinsurance Group of America, Inc and Constellation Insurance Holdings Alan Colberg, Board Member, Corebridge Financial |
9:40am – 10:40am | Property & Casualty Trends
| Randy Termeer, President, Property & Casualty, USAA |
10:40am – 10:55am | Break |
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10:55am – 11:55am | Geopolitical Risks | Robert Kahn, Managing Director, Global Macro, Eurasia Group |
11:55am – 12:55pm | Sell Like a Spy: Communication Strategies from the World of Espionage | Jeremy Hurewitz, Creator & Author of "Sell Like a Spy" |
1:00pm – 2:00pm | Lunch / Departures |
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Industry
Insurance
Discover new opportunities amid disruption and uncertainty
Event
36th Annual Insurance Industry Conference
Embrace today. Elevate tomorrow.
Event
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.
