Financial Management Seminar

September 14, 2023

Attendees can earn 6 CPE Credits for attending.

Seminar Agenda

8:00 - 8:45am: Continental Breakfast

8:45 - 9:00am: Welcome & Chairman Remarks

9:00 - 9:45am: Legislative and Regulatory Update

Lisa Katterman, PAMIC President

9:45 - 10:45am: Motivating Your Team in a Hybrid Environment

Rachel Schmoyer, Senior Manager, Baker Tilly

Join us for an engaging session delving into the evolving dynamics of today's workforce, where we explore effective strategies for inspiring and fostering communication among team members within the context of a hybrid environment; expect a participatory and collaborative dialogue that encourages attendees to share their own insights, challenges, and triumphs from their respective teams.

10:45 - 11:00am: Mid- Morning Break

Hear from one of NEAM's leading financial strategists as he provides an up-to-date review of economic and capital market conditions, NEAM’s forward outlook for the industry, and an overview of current approaches to portfolio strategy.  

12:00 - 1:00pm: Lunch Break

1:00 - 2:00pm: Chasing the Yield

Anthony Latini, Managing Director of Investment Banking at Janney Montgomery Scott, Moderator

Thomas Hall, Co-Head of Private Credit, Capital Dynamics

Peter Simon, Founder & CEO, Dominium Advisors

Bill McGettigan, Federal Home Loan Bank of Pittsburgh

Despite a changing market environment, insurers continue to seek meaningful diversification and yield in their investment portfolios. Join us for an engaging session on how traditional and non-traditional tools can offer opportunities to enhance portolios for the years ahead.  Hear about a broad range of portfolio products, including US private credit and residential mortgage loans, as well as their rating agency and regulatory implications for insurance companies.

2:00 - 3:00pm: Best Practices for Internal Controls and Third Party Vendor Management

Seth Edwards, Muazzam Malik and Shawn Seasongood, Protiviti

Hear from three seasoned professionals on best practices for internal and external controls for financial operations with an audit focus, including third party vendor management business processes and frameworks.  Attendees will also hear their insight on what examiners are seeing as a focus for regulators as they evaluate these controls.  This session is designed for all areas of financial operations and can help facilitate their interaction with auditors. 

3:00 - 4:00pm:  P/C Statutory Accounting and NAIC Annual Statement Update

Scott Esworthy, BSSF

This session is an annual favorite for company financial professionals as we learn from experienced insurance accounting firms who bring to your attention all recently adopted and exposed statutory accounting guidance and changes to the NAIC Annual Statement Blank for property and casualty insurers.  This never-miss session helps inform on historical treatment, as well as prepare for upcoming reporting changes and answer questions on why those changes have been put into place. Great session for young professionals hoping to gain an understanding of the financial environment. 

Questions?

Contact our Director of Events and Education, Becky Ferris at rferris@pamic.org or call 717-303-0197.

PAMIC Antitrust Statement  |  COVID-19 Policy  |  Contact 

The last day to cancel registration is Monday, September 11, 2023.