Dear Colleagues:
As we look ahead to an exciting 2026, I wanted to extend my heartfelt thanks for your continued support of the SIFM and wish you and your family a joyful and healthy holiday season!
Read more from SIFM President Yelena La Forgia
bit.ly/sifm-dec-2025-preside…
Reinsurance & Capital Structuring in the Life & Annuity Market
Join Matthew Tierney (Grant Thornton Advisors), Chrissie Saponjian (Equitable Financial Insurance), and Brian Lo (SCOR) at the SIFM Holiday Conference in NYC!
bit.ly/sifm-dec25
SIFM Holiday Conference December 3, 2025 NYC | Modernizing Insurance: From Manual Tasks to Strategic Efficiency
Session: From Manual to Modern: Automating Core Finance Processes
Tori Jancovic and Garrett Buckless, Centri Business Consulting
bit.ly/sifm-dec25
SIFM Holiday Conference December 3, 2025 NYC | Modernizing Insurance: From Manual Tasks to Strategic Efficiency
Session: Personal Tax Planning for 2025 and 2026
Mark Menard, Partner, Private Wealth Services, Grant Thornton Advisors LLC
bit.ly/sifm-dec25
The SIFM Young Professionals group had such a blast at Grand Street Social, we couldn’t resist a return visit. Join us on Thurs, November 20 from 5:30-7:30 PM. Don’t miss out — register now! bit.ly/sifm-grand-st-nov
SIFM 2025 Holiday Conference - December 3, 2025
How the industry is shifting from manual, time-consuming tasks to intelligent, automated workflows.
Session: The Dynamics of Gen AI Adoption
Frank Schmid, Chief Technology Officer, General Reinsurance Corp
bit.ly/sifm-dec25
Join SIFM on December 3 in NYC for a celebration of the holiday season and conference: Modernizing Insurance: From Manual Tasks to Strategic Efficiency
bit.ly/sifm-dec-2025#insurance#finance
Own the Office with Winning Looks! 😎 (for men & women)
Thursday, October 16 at Deloitte LLP and J. Crew Rockefeller Store
A 2-part session to teach you fashion choices for winning looks at work.
bit.ly/jcrew2025
Own the Office with Winning Looks! 😎 (for men & women)
Thursday, October 16 at Deloitte LLP and J. Crew Rockefeller Store
A 2-part session to teach you fashion choices for winning looks at work.
bit.ly/jcrew2025
2025 Autumn Charity Black Tie Masquerade Ball bit.ly/sifm-black-tie25
Supported by Chartered Accountants Worldwide (CAW) and Society of Insurance Financial Management (SIFM), the event embraces the allure of a masquerade ball in support of the St. George’s Society of New York.
Dress Better - Look Better - Get Ahead!
A special two-part experience on October 16 designed to help you make intentional style choices and get the most out of your upcoming visit to J. Crew. Space is limited so register early.
bit.ly/jcrew2025
SIFM Presents: 3 Keynote Sessions You Don’t Want to Miss
bit.ly/sifm-annual-25
Over the course of two and a half days, you will have the opportunity to engage with experts, explore key developments and discuss pressing topics shaping the future of insurance.
The Evolution of MGUs and the Rise of Next-Gen MGAs
Using Ryan Financial Lines as a lens, Jamie Bouloux explores modern MGA’s journey in depth, unpacking key themes that define a new era of innovation and performance. Join us at the SIFM Annual Conference. bit.ly/sifm-annual-25
The SIFM Annual Conference September 7-10 at the Borgata bit.ly/sifm-annual-25
Max Heintel and Will Koester of KPMG provide an overview of finance transformation, driven by tools and platforms that streamline processes, enhance decision-making, and improve agility.
Michael Humphreys, the PA Insurance Department Commissioner, will offer a timely overview of key regulatory “hot topics” including recent initiatives by the NAIC focused on AI and big data. SIFM Annual Conference: bit.ly/sifm-annual-25 Hotel discount only til noon 8/18/2025!
Finance at the Helm: Executive Perspectives
Join us for an exciting session with moderator Yelena La Forgia (Aspen) and panelists – Martin Hollander (Selective), Jason Jacob (SageSure), Arleen Paladino (Crum & Forster), and Rob Wolf (Hudson) bit.ly/sifm-annual-25
SIFM Annual Conference: Hear Paul Avinger and Demille Kelly of Grant Thornton’s Forensic Advisory Team describe how reframing complaints from obligation to opportunity can help insurers better navigate their risk environment bit.ly/sifm-annual-25
POSTPONED:
SIFM Manhattan Quarterly Mix 'n Mingle
Date: NEW DATE TBD IN SEPTEMBER
Venue: The Churchill Tavern, 45 E 28th Street, NYC (between Park and Madison)