Skip to main content

38th Annual Insurance Industry Conference

Beyond the horizon

Date: September 17-18, 2026
Location: KPMG Lakehouse 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. 

This conference will provide a day and a half of engaging exchanges, thought-provoking panel discussions, and inspiring sessions—all designed to empower you to lead your insurance organization beyond the horizon.

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.

    Highlights from the 2025 KPMG Insurance Industry Conference:

    View the highlights from the KPMG 37th Annual Insurance Industry Conference. Top insurance executives came together to discuss the latest trends, innovative thinking, and strategies to consider in order to Navigate the (un)Known in our 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 38th Annual 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.

    Wednesday, September 16

    5:30pm–7:30pm

    In-person only: Welcome reception

    *Arrive to Lakehouse by 3:30pm for our conference welcome reception, starting at 5:30pm.

    Thursday, September 17

    8:00am-8:45amState of the Insurance IndustrySean Vicente, US Sector Leader, Insurance, KPMG LLP
    Ken Kim, Senior Economist, KPMG
    8:45am-9:45amSecuring Tomorrow: How the Workplace is Shaping and Driving Financial SecurityDeanna Strable, Chair, President, and CEO, Principal Financial Group
    Sean Vicente, US Sector Leader, Insurance, KPMG LLP
    9:45am-10:05amBREAK

     

    10:05am-11:05amBreakout session | Accounting & Reporting UpdateOlga Roberts, Managing Director, KPMG LLP
    Timothy Brown, Partner, KPMG LLP
    Breakout session | Navigating AI Hype vs Reality to Drive High-Impact Returns Raj Konduru, Consulting Sector Leader, Insurance, KPMG LLP
    Breakout session | M&A and Operational Excellence in the Insurance MarketMike Scherer, DAS Sector Leader, Insurance, KPMG LLP
    Alissa Ristic, Managing Director, KPMG LLP
    Erin Vrobel, Head of M&A Integration Planning, Progressive Insurance 
    11:05am-11:25amBREAK

     

    11:25am-12:25pmBreakout session | Accounting & Reporting Update (repeat session)Olga Roberts, Managing Director, KPMG LLP
    Timothy Brown, Partner, KPMG LLP
    Breakout session | Future-Ready Functions: Integrating Risk, Audit, and Finance for Strategic Advantage Jason Freund, Partner, KPMG LLP
    Breakout session | (AI-Enabled) Enterprise and Operational TransformationMatthew Smith, Partner, KPMG UK
    Ian Sterling, Principal, KPMG LLP
    12:25pm-1:30pmLUNCH 

    1:30pm-2:15pm

    The Geopolitical Order at Inflection Point

    Jon Lieber, Head of Research and Managing Director – United States, Eurasia Group

    2:15pm-3:00pm

    Tackling Global Tax Shifts for InsurersJoe Vaccaro, Tax Sector Leader, Insurance, KPMG LLP
    Mike McKinley, Chief Tax Officer, WTW

    3:00pm-3:20pm

    BREAK

     

    3:20pm-4:20pm

    Bridging the Gap: A Dual Analysis of Market Forces and Human Capital

    Pat Donnelly, Head of Risk & Broking, WTW
    Julie Gebauer, Head of Health, Wealth & Career, WTW
    Matt Schwartz, Partner, KPMG LLP 

    4:20pm-5:20pm

    Beyond the Policy: How Space Technologies Are Reshaping Risk, Capital, and the Future of Insurance

    Brian Miske, Principal, America's Space Lead, KPMG LLP
    Melissa Heldreth, Area Senior Vice President – Director of U.S. Space Practice, Gallagher
    5:30pm-7:30pmIn-person only: Networking reception 

    Friday, September 18

    8:30am-8:40amWelcomeSean Vicente, US Sector Leader, Insurance, KPMG LLP

    8:40am-9:40am

    The CFO's Blueprint for P&C Modernization

    Brian Costanzo, Chief Financial Officer, Markel Group
    James Atchison, Partner, KPMG LLP

    9:40am-10:40am

    On the Insurance Board Agenda

    Bill Miller, Audit Sector Leader, Insurance, KPMG LLP
    Corrine Burger, Board Member, Nationwide Mutual Insurance Company
    Karole Lloyd, Board of Directors, Aflac
    Phil Jacobs, Board Director, Globe Life
    Bob Restrepo Jr., Board of Directors, Genworth Financial, Inc.

    10:40am-11:00am

    BREAK

     

    11:00am-12:00pm

    Be Ready for the Future: Change Is Inevitable, Accept and Embrace It

    Mike Massimino, Former NASA Astronaut; NY Times Bestselling Author; Media and TV Personality; Columbia University Professor

    12:00pm

    LUNCH / DEPARTURES

     

    Meet our leader

    Image of Sean Vicente
    Sean Vicente
    US Sector Leader, Insurance, KPMG LLP

    Discover upcoming events

    Connect with us via webcast, podcast or in person/virtual at industry conferences.

    Thank you!

    Thank you for contacting KPMG. We will respond to you as soon as possible.

    Contact KPMG

    Use this form to submit general inquiries to KPMG. We will respond to you as soon as possible.
    All fields with an asterisk (*) are required.

    Job seekers

    Visit our careers section or search our jobs database.

    Submit RFP

    Use the RFP submission form to detail the services KPMG can help assist you with.

    Office locations

    International hotline

    You can confidentially report concerns to the KPMG International hotline

    Press contacts

    Do you need to speak with our Press Office? Here's how to get in touch.

    Headline