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December 3 - 4, 2020 Webcast

Insurance Conference (E2012830)

7:45 AM - 4:00 PM EST each day


5.0 CPE Credits in AA
1.0 CPE Credits in SK
2.0 CPE Credits in TX
8.0 CPE Credits in OT


Learn about important topics impacting the insurance industry, including crisis preparedness, fraud and cybersecurity, accounting and regulatory updates, and more.


CPAs with insurance clients and financial professionals working in the insurance industry


This is a two-day conference, 7:45 a.m. to 4 p.m. each day. This conference has been planned by the Pennsylvania Institute of CPAs Insurance Committee.


  • 7:45 a.m. — Greetings from PICPA Leadership
  • 8:00 a.m. — Update on Pennsylvania Insurance Industry Trends
    Michael Humphreys, Chief of Staff, Pennsylvania Insurance Department
    • The Pennsylvania Insurance Department’s response to the COVID-19 pandemic
    • New legislation related to guaranty funds and credit for reinsurance
    • Insurance innovation and the role of the PID
    • Diversity in insurance
  • 8:50 a.m. — Health Insurance in 2020
    R. Christopher Raphaely, Chair of Health Law, Cozen O'Connor
    • The Affordable Care Act and what's new in 2020
    • Value-based payment systems
    • Telemedicine
  • 9:40 a.m. — Break
  • 9:55 a.m. — Crisis Preparedness and Lessons Learned
    Jason Rogers, Sr. Vice President, Gallagher Affinity
    Kahlil Williams, Associate, Ballard Spahr LLP
    Brian Courtney, RPLU,AAI, Vice President, The Safeguard Group Inc.
    • Coronavirus and business interruption
    • Coverage disputes
    • Lessons learned from the virus from a carrier and reinsurer perspective
  • 10:45 a.m. — Business Ethics and Corporate Governance: A Double-Edged Sword
    Tim Swift, Ph.D., Associate Professor, St. Joseph's University
    • What can happen when corporate governance fails and powerful individuals are permitted to act in self-interest
    • How corporate governance has changed over the past 30 years
    • The costs and benefits of governance reform
    • How we shape behavior besides what is written in the Corporate Charter
  • 11:35 a.m. — Lunch
  • 12:25 p.m. — U.S. GAAP Update
    Michael A. Ernst, CPA, Partner, KPMG
    Paul C.R. Dayton, CPA, Senior Manager, KPMG
    • Long duration insurance contracts
    • Change in international insurance accounting standards
    • Non-insurance GAAP updates
    • CECL and leases – relevance for larger vs. smaller companies
  • 2:05 p.m. — Break
  • 2:20 p.m. — The Anti-Fraud Playbook
    Frederick J. Kohm Jr., CPA, Partner, Forensic Advisory Services, Grant Thornton LLP
    • Providing the five-phased approach to building an anti-fraud program
    • Case studies that share experiences in insurance and reinsurance
  • 3:10 p.m. — Cyber Insurance Coverage
    Simon P. Oddy, FCA, CFE, MCIArb, Partner, Baker Tilly
    Bernard Regan, MSc, MBCS, Principal, Baker Tilly
    • Underwriting, adjusting cyber claims
    • How do we run our business with the potential of ransomware?
  • 4:00 p.m. — See you tomorrow!


  • 8:00 a.m. — Transformation of Finance Function
    Jonathan Stomberger, CCM, Principal, MAZARS USA LLP
    • System implementations
    • Clients updating to cloud, transferring of information
    • Converting from legacy systems, agile project management
  • 8:50 a.m. — Industry Consolidation
    John Cristiano, Director, MAZARS USA LLP and Gregory Nelson, Managing Director, Tag Financial Institutions Group
    Description TBD
  • 9:40 a.m. — Break
  • 9:55 a.m. — Statutory Accounting Update
    J.D. Stadler, Sr. Manager, EY LLP
    Description TBD
  • 10:45 a.m. — Innovating the Audit
    Rich Lanza, Managing Director, Innovation, Grant Thornton LLP
    • How innovation will change how CPAs do their work
    • Performing audits from afar
    • Changes in the audit
    • Working with data
  • 11:35 a.m. — Lunch
  • 12:25 p.m. — Update on Insurance Taxation
    Moderator: John J. Peel, CPA, partner, PwC
    M. Andrew Prior, Managing Director, PwC
    Timothy Peacock, CPA, Partner, PwC
    Raheem Spivey, CPA, PwC
    Jennifer M. Crothers, VP, Corporate Tax, Radian Group, Inc.

    • Overview of key insights around the recent elections and how potential tax policy changes may impact your business
    • A tax legislative update including a discussion of recent developments in tax law and accounting for income taxes that may be changing the landscape of life and property and casualty insurance companies
    • Insight into the significant changes the insurance sector is preparing themselves for in the years to come
  • 2:05 p.m. — Break
  • 2:20 p.m. — Industry Trends
    Christopher Nyce, Principal, KPMG
    Ian Sterling, FCAS, MAAA, Managing Director, KPMG
    • What's new in fall 2020
    • Reinsurance
    • An actuarial update
  • 3:10 p.m. — Economic Update
    Henry B. Smith, Director/ Co-Chief Investment Officer, The Haverford Trust Company
    Description TBD
  • 4:00 p.m. — See you next year!








“Attending this conference is helpful in keeping up to date with topics that are pertinent to the insurance industry. As an auditor, it is always helpful to know the newest trend and what changes are expected in the future.”
Jan Giannetto, CIA, CFE
United Health Services Inc.


$579.00 - Member

$679.00 - Nonmember

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