37th Annual Insurance Industry Conference

KPMG Lakehouse, Orlando FL or Virtual

Navigating the (un)Known

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:

  • 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 2024 conference

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.

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.

Agenda

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!

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
Emily Nesbit, Director, KPMG LLP
Mel Dallavalle, Managing Director, KPMG 
Pixi Sofian, Director, KPMG LLP

Tuesday, September 16

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

Insurance Trends

Joan Lamm-Tennant, Chair of the Board, Equitable Holdings
Ram Menon, Partner, KPMG LLP

10:30am-10:50am

BREAK

 

10:50am-11:50am

Breakout session | Accounting & Reporting Update

Olga Roberts, Managing Director, KPMG LLP
Timothy Brown, Partner, 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
Jay Adams, Chief Insurance Officer, Citizens Property Insurance Company
Pat Van Bakel, President, Loss Adjusting, Crawford & Company

10:50am-11:50am

Breakout session | AI in Business Operations

Ravi Bhagat, Principal, Actuarial, KPMG LLP
James Knight, Senior Vice President, Modeling & Actuarial Solutions, MetLife
Raj Konduru, Principal, Technology & Operations Lead, KPMG LLP

11:50am-1:00pm

LUNCH

 

1:00pm-2:00pm

Megatrends in Insurance

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
Mersini Keller, Global Head of Tax, Corebridge Financial

3:00pm-3:20pm

BREAK

 

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
Tim Rozar, Chief Innovation and Content Officer, Reinsurance Group of America, Inc
Ali Geramian, Partner, Anthemis Group
Risha Mahadeo, Vice President, Digital Partners, Arch Insurance Group Inc.

5:30-7:30pm

In-person only: Networking reception



Wednesday, September 17

8:30am-9:30am

Board Agenda in Insurance

Ram Menon, Partner, KPMG LLP
Laura Hay, Board Member, MetLife
John Howard, Board Member, Everest Re
Tricia Guinn, Board Member, Reinsurance Group of America, Inc
Alan Colberg, Board Member, Corebridge Financial

9:30am-10:30am

Property & Casualty Trends

 

Randy Termeer, President, Property & Casualty, USAA
Matt McCorry, Principal, KPMG LLP

10:30am-10:50am

BREAK

 

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

 

Meet our leader

Image of Scott Shapiro
Scott Shapiro
Principal, US Sector Lead, Insurance, KPMG LLP

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