welcome to the 17th annual metro ny/nj chapter of iasa ... program fi… · accounting changes and...
TRANSCRIPT
Welcome to the 18th Annual
Metro NY/NJ Chapter of IASA Education Seminar & Golf Outing
Thursday May 18, 2017 Fox Hollow Golf Club Branchburg, NJ 08876
IASA 2017
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Thursday May 18, 2017 3 CPE credits
8:30am – 9:00 am Conference Registration, Networking & Continental Breakfast
9:00am – 9:10 am
Opening remarks and kick-off
Jerry Ravi, EisnerAmper LLP President, IASA Metro NY/NJ Chapter
Margaret Horn, Everest Re Group Treasurer’s Report
9:10am – 10:00 am
Session #1 – Accounting Update: Discuss current and proposed accounting changes and developments effecting the insurance industry.
Matthew Leis, PWC
10:00am – 10:10 am
Break & Networking
Paul Rasimowicz, Prudential IASA National Update
10:10am – 11:00 am
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
11:00am – 11:10 am Break & Networking
11:10am – 12:00pm
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
12:00pm – 1:00 pm Lunch
Sponsored by: Peloton, Dixon Hughes Goodman LLP & Workiva
1:15pm– 5:30 pm Golf
5:30pm– 7:00 pm Awards and Evening Reception
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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
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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
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2016-2017 Chapter Board
Position Name Company
President Jerry Ravi EisnerAmper LLP
Immediate Past President
Jason Freund KPMG LLP
Treasurer Margaret Horn Everest Re
Secretary Elise Graf Johnson Lambert
Vice President – Conferences
Paul Rasimowicz Prudential Financial
Vice President – Membership
Rita Linterno Liberty International Underwriters
Board Member at Large Jeff Schaeffer Deloitte
Board Member at Large Robert Gilmer KPMG LLP
Board Member at Large 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:
https://www.linkedin.com/groups/4332860 Group Name: IASA – Metro NY/NJ Chapter
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Meeting Profit (Loss) $ 2,555.97
Metro New York/New Jersey IASA Chapter - May 18, 2017Treasurer's Report
Bank Balance: June 30, 2016 25,473.98$ Receipts:
13,815.00 500.00 375.39
Total Deposits 14,690.39$ Disbursements:
11,259.03 Fox Hollow deposit - May 2017 meeting 1,000.00 Board Meeting/Dinner, January 2017 570.40 IASA Scholarship Donation 500.00
Total Disbursements 13,329.43$ Bank Balance: April 30, 2017 26,834.94$
Combined Meeting with Mid-Atlantic Chapter Sept. 15/16, 2016, Golden Nugget, Atlantic City
Revenues:Attendee Registration 6,850.00$ Golf 840.00 Sponsors/vendors 6,125.00
Total Revenues 13,815.00$ Expenses:Venue fee 9,437.89$ Golf costs 600.00 Incidentals 868.79 Credit card fees 352.35
Total Expenses 11,259.03$
Metro NY/NJ share
Amount
Sept meeting - revenue - see below
IASA unbilled amount from Sept. mtg
Sept meeting - Expenses- see below
Adj. $500 meeting deposit reflected in opening bank balance
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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.
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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
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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.
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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.
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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.
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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
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Attendee Company Richard Barrow Administrators For the Professions, Inc. Linda Flanagan Administrators For the Professions, Inc. Cynthia Vanness Administrators For the Professions, Inc. Carlos Penaloza AEGIS Insurance Services Inc. Erich Pell AEGIS Insurance Services Inc. Jaime Penaloza AEGIS Insurance Services Inc. Robert Tredinnick AEGIS Insurance Services Inc. Patrick Siciliano Convergent Commercial Inc. Jeffrey Schaeffer Deloitte & Touche LLP Michael DeMarco Deloitte & Touche LLP Prashant Panavalli Dixon Hughes Goodman LLP Jerry Ravi EisnerAmper LLP Margaret Horn Everest Reinsurance Company Larry Jansson Flexi Software Richard Gajda Flexi Software Scott Bowen International Fidelity Insurance Eder Dadul Johnson Lambert LLP Elise Graf Johnson Lambert LLP Robert Waszak Johnson Lambert LLP Jason Freund KPMG LLP Rob Gilmer KPMG LLP Sam Russell KPMG LLP Alex Bauman KPMG LLP Carlos A Correa Liberty International Underwriters Rita Linterno Liberty International Underwriters Michael Moniz Liberty International Underwriters Liz Calamito Munich Reinsurance America Inc. David Leibowitz New York Life Insurance Company Joe Cella New York Life Insurance Company Dave Molloy New York Life Insurance Company Daniel Dubicki NIP Group Inc. Scott Genualdi NIP Group Inc. Steven Strauss NIP Group Inc. Toni - Ann Feeney Peloton Group Julie Feeney Peloton Group Peter Kim Pennsylvania Lumbermens Mutual Insurance Joseph McGurrin Pennsylvania Lumbermens Mutual Insurance Paul Havercamp Prudential Financial James W. McClure Prudential Financial Thomas Wiegartner Prudential Financial Paul Rasimowicz Prudential Financial Greg Julich Prudential Financial Shawn Dahl RSM US LLP Howard Shain RSM US LLP Russ Petrucci SS&C Technologies Douglas McCabe Toa Reinsurance Company of America (The) Shandra Van Berkum Workiva Bob Cummings Daniel Latore
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