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. |
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:
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.
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 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.
5:30pm–7:30pm | In-person only: Welcome reception *Arrive to Lakehouse by 3:30pm for our conference welcome reception, starting at 5:30pm. |
| 8:00am-8:45am | State of the Insurance Industry | Sean Vicente, US Sector Leader, Insurance, KPMG LLP Ken Kim, Senior Economist, KPMG |
| 8:45am-9:45am | Securing Tomorrow: How the Workplace is Shaping and Driving Financial Security | Deanna Strable, Chair, President, and CEO, Principal Financial Group Sean Vicente, US Sector Leader, Insurance, KPMG LLP |
| 9:45am-10:05am | BREAK |
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| 10:05am-11:05am | Breakout session | Accounting & Reporting Update | Olga 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 Market | Mike 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-11:25am | BREAK |
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| 11:25am-12:25pm | Breakout 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 Transformation | Matthew Smith, Partner, KPMG UK Ian Sterling, Principal, KPMG LLP | |
| 12:25pm-1:30pm | LUNCH | |
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 Insurers | Joe Vaccaro, Tax Sector Leader, Insurance, KPMG LLP Mike McKinley, Chief Tax Officer, WTW |
3:00pm-3:20pm | BREAK |
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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-7:30pm | In-person only: Networking reception |
| 8:30am-8:40am | Welcome | Sean 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 |
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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 |
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