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37th Annual Insurance Industry Conference

乐鱼（Leyu）体育官网 Lakehouse, Orlando FL or Virtual

Navigating the (un)Known

Date: September 16-17, 2025
Location: 乐鱼（Leyu）体育官网 Lakehouse, Orlando FL or Virtual

The insurance industry continues to navigate technological innovations, shifting regulations, economic headwinds, and evolving customer needs and expectations. In this dynamic environment, we believe it is more important than ever for industry leaders to embrace change in order to elevate the insurance industry, by sharing insights about transforming business models, modernizing operating models, enhancing stakeholder engagement, and accelerating innovation.

This conference will provide a day and a half of engaging exchanges, thought-provoking panel discussions, and inspiring sessions鈥攁ll focused on empowering leaders to embrace change, drive sustainable growth, and shape the future of the insurance industry, across Life & Retirement, Property & Casualty, and Insurance Distribution & Services sectors.

Whether in person or virtual, as an attendee, you can expect:

  • A robust agenda with a blend of perspectives on key issues facing insurers today
  • Innovative thinking and insightful content
  • Creative strategies to help you address your challenges and achieve desired results.
  • Networking and opportunity to connect with other insurance professionals to expand your network.

What to expect: Highlights from our 2024 conference

View the highlights from the 乐鱼（Leyu）体育官网 36th Annual Insurance Industry Conference. Top insurance executives came together to discuss the latest trends, innovative thinking, and strategies to consider in order to elevate the industry.

About 乐鱼（Leyu）体育官网 Lakehouse

乐鱼（Leyu）体育官网 Lakehouse is a state-of-the-art facility that includes conference space; the latest in technology from a learning standpoint; our ignition center, which houses one of our innovation labs; and hotel rooms on a beautiful property.

Agenda

The agenda for the 37th Insurance Industry Conference includes a mix of general and breakout sessions featuring topics that are critical to insurance professionals today. Session topics and times are subject to change. Check back regularly for agenda updates!

Monday, September 15

5:30pm-7:30pm

In-person only: Conference kick-off reception

*Arrive to Lakehouse by 3:30pm for our kick-off reception, starting at 5:30pm. More information to come!

Tuesday, September 16

8:30am-9:30am

State of the Insurance Industry

Scott Shapiro, US Sector Leader, Insurance, 乐鱼（Leyu）体育官网 LLP
Ken Kim, Senior Economist, 乐鱼（Leyu）体育官网 LLP

9:30am-10:30am

Insurance Trends

Joan Lamm-Tennant, Chair of the Board, Equitable Holdings
Ram Menon, Partner, 乐鱼（Leyu）体育官网 LLP

10:30am-10:50am

BREAK

听

10:50am-11:50am

Breakout session听| Accounting & Reporting Update

Olga Roberts, Managing Director, 乐鱼（Leyu）体育官网 LLP
Timothy Brown, Partner, 乐鱼（Leyu）体育官网 LLP

10:50am-11:50am

Breakout session听| Property & Casualty Trends

Ian Sterling, Principal, Actuarial, 乐鱼（Leyu）体育官网 LLP
Joseph Roesler, Chief Financial Officer, Allied World

10:50am-11:50am

Breakout session听| Transforming Claims with Experience and Innovation: Discover Breakthroughs and Best Practices

Alissa Ristic, Managing Director, 乐鱼（Leyu）体育官网 LLP
Jay Adams, Chief Insurance Officer, Citizens Property Insurance Company
Pat Van Bakel, President, Loss Adjusting, Crawford & Company

10:50am-11:50am

Breakout session听| AI in Business Operations

Ravi Bhagat, Principal, Actuarial, 乐鱼（Leyu）体育官网 LLP
James Knight, Senior Vice President, Modeling & Actuarial Solutions, MetLife
Raj Konduru, Principal, Technology & Operations Lead, 乐鱼（Leyu）体育官网 LLP

11:50am-1:00pm

LUNCH

听

1:00pm-2:00pm

Megatrends in Insurance

Lori Goltermann, CEO, Global Regions and North America, Aon
Scott Shapiro, US Sector Leader, Insurance, 乐鱼（Leyu）体育官网 LLP

2:00pm-3:00pm

Tax in Transition: Exploring Opportunities and Challenges for Insurers

Joe Vaccaro, Tax Sector Leader, Insurance, 乐鱼（Leyu）体育官网 LLP
Doug Monska, Head of Tax, USAA
Mersini Keller, Global Head of Tax, Corebridge Financial

3:00pm-3:20pm

BREAK

听

3:20pm-4:20pm

From Audit to Action: Managing Insurance Internal Risk Effectively

Cecilia Orchard, Senior Vice President and Chief Auditor, Prudential Financial
Rob Dill, EVP & Global Chief Audit Executive, MetLife
An Mines, Head of Enterprise and Financial Risk Management, USAA

4:20pm-5:20pm

Future of Innovation in the Insurance Industry

Arun D'Silva, Partner, 乐鱼（Leyu）体育官网 LLP
Tim Rozar, Chief Innovation and Content Officer, Reinsurance Group of America, Inc
Ali Geramian, Partner, Anthemis Group
Risha Mahadeo, Vice President, Digital Partners, Arch Insurance Group Inc.

5:30-7:30pm

In-person only: Networking reception



Wednesday, September 17

8:30am-9:30am

Board Agenda in Insurance

Ram Menon, Partner, 乐鱼（Leyu）体育官网 LLP
Laura Hay, Board Member, MetLife
John Howard, Board Member, Everest Re
Tricia Guinn, Board Member, Reinsurance Group of America, Inc
Alan Colberg, Board Member, Corebridge Financial

9:30am-10:30am

Property & Casualty Trends

听

Randy Termeer, President, Property & Casualty, USAA
Matt McCorry, Principal, 乐鱼（Leyu）体育官网 LLP

10:30am-10:50am

BREAK

听

10:50am-11:50am

To be announced soon!

听

11:50am-12:50pm

Sell Like a Spy

Jeremy Hurewitz, Creator & Author of "Sell Like a Spy"

1:00pm-2:00pm

LUNCH

听

Meet our leader

Image of Scott Shapiro
Scott Shapiro
Principal, US Sector Lead, Insurance, 乐鱼（Leyu）体育官网 LLP
Read bio
Image of Scott Shapiro
Scott Shapiro
Principal, US Sector Lead, Insurance, 乐鱼（Leyu）体育官网 LLP
Read bio

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The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. 乐鱼（Leyu）体育官网 LLP does not provide legal services.

The information contained herein is not intended to be 鈥渨ritten advice concerning one or more Federal tax matters鈥� subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

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