Society of Financial Examiners (SOFE) 2018 Career Development Seminar (CDS)

Event Info

Hyatt Regency
44600 Indian Wells Ln
Indian Wells, California
Register for This Event

Join Baker Tilly's insurance team for educational sessions and networking opportunities at this year’s SOFE CDS!

Baker Tilly is proud to be a Platinum Level sponsor of the SOFE 2018 CDS at the Indian Wells Hyatt Regency. We will be exhibiting at this year’s conference so make sure to stop by our booth to network with our insurance industry specialists.

Mix and mingle social!

The Hibiscus Reception Room
Tuesday, July 17, 2018
5:30 p.m. – 7:30 p.m. PT

In addition, we will be holding a social onsite at the Indian Wells Hyatt Regency in the Hibiscus reception room on Tuesday, July 17, 2018 from 5:30 – 7:30 p.m. PT. This is a great time to take a break from the SOFE CDS’s educational sessions for a fun evening of drinks and appetizers with Baker Tilly professionals and peers. Please RSVP by July 11, 2018.

RSVP now >


Don’t miss our educational sessions during the conference:

B11 – Risk-Focused Analysis and Coordination – The Relationship Between the New RF Analysis Process, RF Examinations and Best Practices Working Together
Monday, July 16, 2018 | 10:30 – 11:45 a.m. PT
Baker Tilly Presenter:
  • Les Schott

The true deliverable of any examination is a thorough understanding of the company. To be effective, every EIC must work closely with the assigned analyst and take the Department’s understanding to another level.

C12 – “Gettin’ Digi With It” (Digital Disruption)
Tuesday, July 17, 2018 | 10:30 – 11:45 a.m. PT
Baker Tilly Presenter:
  • Phil Schmoyer

The true deliverable of any examination is a thorough understanding of the company. To be effective, every EIC must work closely with the assigned analyst and take the Department’s understanding to another level.

D2 – Tax Reform: The Impact on Insurance Organizations
Wednesday, July 18, 2018 | 7:55 – 8:45 a.m. PT
Baker Tilly Presenter:
  • Carrie Small
  • Rick Buchwald

Join our discussion of how the enactment of the Tax Cuts and Jobs Act impacts insurance organizations. We will discuss the impact of tax reform to the 2017 financial statements, including the components of the statutory admissibility calculation. The changes to key provisions applicable to insurance organizations, including life and nonlife companies, effective January 1, 2018, will also be discussed. Lastly, we will walk through a detailed calculation under tax reform and additional items for consideration in 2018.

D6 – Peer Review Takeaways: Working Effectively with Contractors
Wednesday, July 18, 2018 | 8:55 – 10:10 a.m. PT
Baker Tilly Presenter:
  • John Romano

This panel will discuss takeaways from the recent Peer Review session focused on use of contractors. Panelists will also be asked to comment on issues such as addressing prospective risk and analysis communication.

D11 – Cyber Risk “Cyber ‘’Schmyber’’ — Key Implications and Considerations for Chief Examiners and EIC’s
Wednesday, July 18, 2018 | 10:30 – 11:45 a.m. PT
Baker Tilly Presenter:
  • John Romano
  • Phil Schmoyer

Cyber is everywhere and every IT examiner should be on top of it. What about the rest of us? This session will explore what EIC’s and Chief Examiners should know and when to be concerned. From phishing to smishing, cyber-liability insurance, tools and encryption, this session will break it all down.