Welcome to the 18th Annual Metro NY/NJ Chapter of IASA Education Seminar & Golf Outing

Transcription

1 Welcome to the 18th Annual Metro NY/NJ Chapter of IASA Education Seminar & Golf Outing IASA 2017 Thursday May 18, 2017 Fox Hollow Golf Club Branchburg, NJ 08876

2 Thursday May 18, :30am 9:00 am 3 CPE credits Conference Registration, Networking & Continental Breakfast Opening remarks and kick-off 9:00am 9:10 am 9:10am 10:00 am 10:00am 10:10 am 10:10am 11:00 am 11:00am 11:10 am 11:10am 12:00pm 12:00pm 1:00 pm 1:15pm 5:30 pm 5:30pm 7:00 pm Jerry Ravi, EisnerAmper LLP President, IASA Metro NY/NJ Chapter Margaret Horn, Everest Re Group Treasurer s Report Session #1 Accounting Update: Discuss current and proposed accounting changes and developments effecting the insurance industry. Matthew Leis, PWC Break & Networking Paul Rasimowicz, Prudential IASA National Update Session #2 Emerging Tech Changing Tide of Risk: Discuss technologies, emerging trends and other advancements in the insurance industry, such as process automation and transformation of reporting, as well as data analytics. Jerry Ravi, EisnerAmper LLP Lisa Benoit, Workiva Phillip Peck, Peloton Group Break & Networking Session #3 Predictive Analytics: Discuss how companies are using analytics to transform financial reporting to be more forward looking and analytical. Cheryl Levesque, Dixon Hughes Goodman Prashant Panavalli, Dixon Hughes Goodman Lunch Sponsored by: Peloton, Dixon Hughes Goodman LLP & Workiva Golf Awards and Evening Reception 1

3 THANK YOU TO OUR SPONSORS Our Sponsors help us bring value to you as members and supporters of the IASA, with lower cost, high quality educational and networking programs. Please join us and thank them with your support! GOLD SPONSORS SILVER SPONSORS 2

4 Golf Hole Sponsorships Attendee and Raffle Sponsorships: If your company is interested in sponsoring our future events, please speak with any of your Chapter representatives 3

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6 Chapter Board President Position Immediate Past President Treasurer Secretary Vice President Conferences Vice President Membership Board Member at Large Board Member at Large Board Member at Large Name Company Jerry Ravi EisnerAmper LLP Jason Freund KPMG LLP Margaret Horn Everest Re Elise Graf Johnson Lambert Paul Rasimowicz Prudential Financial Rita Linterno Liberty International Underwriters Jeff Schaeffer Deloitte Robert Gilmer KPMG LLP Prashant Panavalli DHG LLP THANK YOU to all the Board members for your service! Thank you to all the individuals above that have volunteered for the above positions for 2017/2018 the Chapter and its membership truly appreciate your commitment to the IASA. JOIN / FOLLOW US ON: Group Name: IASA Metro NY/NJ Chapter 5

7 Metro New York/New Jersey IASA Chapter - May 18, 2017 Treasurer's Report Amount Bank Balance: June 30, 2016 $ 25, Receipts: Sept meeting - revenue - see below Adj. $500 meeting deposit reflected in opening bank balance IASA unbilled amount from Sept. mtg 13, Total Deposits $ 14, Disbursements: Sept meeting - Expenses- see below 11, Fox Hollow deposit - May 2017 meeting 1, Board Meeting/Dinner, January IASA Scholarship Donation Total Disbursements $ 13, Bank Balance: April 30, 2017 $ 26, Combined Meeting with Mid-Atlantic Chapter Sept. 15/16, 2016, Golden Nugget, Atlantic City Metro NY/NJ share Revenues: Attendee Registration $ 6, Golf Sponsors/vendors 6, Total Revenues $ 13, Expenses: Venue fee $ 9, Golf costs Incidentals Credit card fees Total Expenses $ 11, Meeting Profit (Loss) $ 2,

8 Speaker Biographies Matthew Leis Senior Manager PWC Matt is a senior manager in PwC s New York Assurance Practice and has 12 years of accounting and auditing experience of insurance companies across a wide range of sectors. Matt s clients have included multinational insurers and reinsurers, domestic mono-line insurers and domestic composite insurers. His experience includes a three year tour with PwC s Switzerland Firm leading the audit of a large multinational insurer. He has advised clients on their business and accounting issues and managed all aspects of audit and attest engagements. Matt has extensive experience with GAAP and SAP reporting, as well as internal controls over financial reporting. Matt has his BS in Business Administration from Boston University. He is a Certified Public Accountant in New York and New Jersey, and is a member of the American Institute of Certified Public Accountants. 7

9 Jerry Ravi, Partner, Consulting Services EisnerAmper LLP Jerry Ravi is a Partner in the Consulting Services Group. Jerry has almost 20 years of consulting, technology and audit experience, with a unique ability to bring clarity and forward movement to the decision-making process. Combining advisory, facilitation and coaching, his work results in positive and sustainable business growth and risk management programs. Jerry helps clients translate complex challenges and regulatory requirements into sound strategies, providing the catalyst for change and the capacity to take action. Jerry partners with management, audit executives and board members to effectively manage and monitor risks facing their organizations. Through the role of internal auditor, compliance and enterprise risk specialist, he provides value-added assurance and consulting services. Jerry s focus over the past ten years has been leading teams to enhance outcomes for clients in areas such as compliance, technology, governance, risk management, analytics, cybersecurity, and finance and controls transformation. He s a known and well respected industry thought leader, staying at the forefront of emerging areas including where he s most passionate, technology and risk management. His goal is to continue to understand the strategy and purpose of each of his clients, and translate that focus into a client service approach to ensure that challenges and risks are continually monitored to protect what s most important, the brand and reputation of the company 8

10 Lisa Benoit, Insurance Industry Subject Matter Expert Workiva Lisa Benoit, Insurance Industry Subject Matter Expert at Workiva, has over 25 years of experience in the insurance industry with a focus on process improvement. Prior to joining Workiva, Lisa spend 10 years as the Assistant Director of the property and casualty external statutory reporting and compliance team at The Hartford, where she implemented Wdesk. She spent three years in public accounting before entering the insurance industry and is a certified public accountant (inactive) in the state of Connecticut. Lisa earned her bachelor s degree in accounting from Nichols College. 9

11 Philip Peck Vice President Financial Planning and Analysis Peloton Group Philip brings over thirty years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and business analytics assessment efforts, process transformation, and optimizing technology investments to enable superior performance. He has led numerous process improvement and finance transformation projects for global companies across various industries that span scorecard development and implementation, management reporting and analysis, budgeting and forecasting, information management business requirements, and business transformation roadmap development. Mr. Peck is a frequent speaker on planning and performance management subjects and a recognized industry thought leader. He currently serves on the FP&A Advisory Council for the Association for Financial Professionals (AFP). Prior to working for Peloton, Philip led the Performance Management Practice for the Palladium Group. He was also a key leader in the Planning and Performance Management Group for Answerthink Consulting. Prior to entering consulting, Philip worked in various business planning, finance, strategy, and sales operations capacities for Chicago area companies including Océ-USA, Ameritech, Apollo Travel Services, and RR Donnelley & Sons. He holds degrees In Industrial Management from Purdue University and a Master of Management from the Kellogg School of Management at Northwestern University. 10

12 Cheryl Levesque, Partner Dixon Hughes Goodman Cheryl Levesque has more than 15 years of experience working in public accounting and the private sector where she has focused exclusively on the Insurance industry. In her current role, Cheryl provides clients consulting services within insurers finance and project management department focused on financial reporting and internal audit build out, including continuous monitoring and audits. Prior to joining Dixon Hughes Goodman, she directed the internal audit department of a Fortune 500 insurance company. She was responsible for overseeing financial and operational audits, Sarbanes-Oxley compliance, fraud investigations, implementing continuous monitoring engagements and led the first outsourcing audit in India. Prior to that role, she spent significant time working with a Big Four accounting firm auditing public life insurance companies. 11

13 Prashant Panavalli, Senior Manager Dixon Hughes Goodman Prashant is a Senior Manager with extensive insurance industry experience in risk, hedging, regulatory compliance, accounting and IT application. He leads the development and growth of the Insurance Risk Advisory practice, focused on the Second and Third Lines of Defense for the Northeast, focused on internal audit and risk management. His areas of expertise include internal audit, project and team management, process transformation, enterprise risk management, IT, fraud and litigation consulting. Prashant s experience include evaluation of current states of the Internal Audit Assurance Analytics Programs, including vision, mission, tools and technologies, structure and staffing, and executed the best fit future state recommendations, including KPI, metrics, and implementation plans, as well as process transformation build out focused on integrating risk management and financial reporting functions to be more efficient and effective. Attendee and Company Roster 12

14 Attendee Richard Barrow Linda Flanagan Cynthia Vanness Carlos Penaloza Erich Pell Jaime Penaloza Robert Tredinnick Patrick Siciliano Jeffrey Schaeffer Michael DeMarco Prashant Panavalli Jerry Ravi Margaret Horn Larry Jansson Richard Gajda Scott Bowen Eder Dadul Elise Graf Robert Waszak Jason Freund Rob Gilmer Sam Russell Alex Bauman Carlos A Correa Rita Linterno Michael Moniz Liz Calamito David Leibowitz Joe Cella Dave Molloy Daniel Dubicki Scott Genualdi Steven Strauss Toni - Ann Feeney Julie Feeney Peter Kim Joseph McGurrin Paul Havercamp James W. McClure Thomas Wiegartner Paul Rasimowicz Greg Julich Shawn Dahl Howard Shain Russ Petrucci Douglas McCabe Shandra Van Berkum Bob Cummings Daniel Latore Company Administrators For the Professions, Inc. Administrators For the Professions, Inc. Administrators For the Professions, Inc. AEGIS Insurance Services Inc. AEGIS Insurance Services Inc. AEGIS Insurance Services Inc. AEGIS Insurance Services Inc. Convergent Commercial Inc. Deloitte & Touche LLP Deloitte & Touche LLP Dixon Hughes Goodman LLP EisnerAmper LLP Everest Reinsurance Company Flexi Software Flexi Software International Fidelity Insurance Johnson Lambert LLP Johnson Lambert LLP Johnson Lambert LLP KPMG LLP KPMG LLP KPMG LLP KPMG LLP Liberty International Underwriters Liberty International Underwriters Liberty International Underwriters Munich Reinsurance America Inc. New York Life Insurance Company New York Life Insurance Company New York Life Insurance Company NIP Group Inc. NIP Group Inc. NIP Group Inc. Peloton Group Peloton Group Pennsylvania Lumbermens Mutual Insurance Pennsylvania Lumbermens Mutual Insurance Prudential Financial Prudential Financial Prudential Financial Prudential Financial Prudential Financial RSM US LLP RSM US LLP SS&C Technologies Toa Reinsurance Company of America (The) Workiva 13

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