SUMMIT AGENDA |
Monday May 2 2016 | ||||||||
8:30 am - 9:00 am | Registration and Networking | |||||||
9:00 am - 9:40 am | Introduction and Open Session: The Realities of Self-Procurement Tax Liability and Re-Domestication Pressure Richard Cutcher, Editor, Captive Review Asher Harris, CEO, complianceDNA Dan Towle, Director of Financial Services, State of Vermont | |||||||
9:45 am - 10:30 am | ROUNDTABLES Each roundtable will host a small group of delegates, allowing for open discussion and debate about the topic in question. Each session will be led by a captive manager, who will share their experiences and help shape the conversation to ensure delegates' key concerns and questions are addressed. Attendees will be able to select which roundtables they want to attend, and build an agenda bespoke to their needs (roundtable selections open to registered delegates approximately two weeks before the event). | |||||||
9:45 am - 10:30 am | Roundtable 1: Federal Tax Considerations Bruce Wright, Partner, Sutherland | |||||||
9:45 am - 10:30 am | Roundtable 2: What Makes a Suitable and Skilled Captive Board? Michael Mroz, Former Captive Board Member, Saturn Insurance John Talley, Captive Program Manager, Missouri Department of Insurance | |||||||
9:45 am - 10:30 am | Roundtable 3: Efficient Asset Liability Management for your Captive | |||||||
9:45 am - 10:30 am | Roundtable 4: Identifying and Quantifying New Lines: Directors' and Officers Andrew Baillie, Program Director, Global Insurance, AES Corporation | |||||||
10:35 am - 11:20 am | ROUNDTABLES | |||||||
10:35 am - 11:20 am | Roundtable 1: Bringing US Employee Benefits Into Your Captive Paul Wagner, Vice President, Alternative Risk Techniques, AGL Resources | |||||||
10:35 am - 11:20 am | Roundtable 2: Funding Loss Prevention Through the Captive Chad Niec, VP Risk Management, Paramount Staffing Andrew Baillie, Program Director, Global Insurance, AES Corporation | |||||||
10:35 am - 11:20 am | Roundtable 3: Captives for Non-profit organizations Luke Figora, AVP Risk Management and Safety , Northwestern University | |||||||
10:35 am - 11:20 am | Roundtable 4: Justifying Your Captive and Communicating Its Value Patrick Raftery, Risk Manager, Walgreens Dan Towle, Director of Financial Services, State of Vermont | |||||||
11:20 am - 11:40 am | Networking Break | |||||||
11:45 am - 12:30 am | ROUNDTABLES | |||||||
11:45 am - 12:30 pm | Roundtable 1: Identifying and Quantifying New Lines: Cyber Risk Heather McClure, Executive Director of Operations, OU Physicians Jason Flaxbeard, Senior Managing Director, Beecher Carlson | |||||||
11:45 am - 12:30 pm | Roundtable 2: Efficient Asset Liability Management for Your Captive | |||||||
11:45 am - 12:30 pm | Roundtable 3: Utilizing the Capital Markets as an Alternative to the Reinsurance Market Phil Balderston, Director, Risk Management, Amtrak Tom Johansmeyer, AVP - Reinsurance Services, ISO/Verisk Insurance Solutions | |||||||
12:30 pm - 1:30 pm | Lunch And Networking | |||||||
1:30 pm - 2:15 pm | ROUNDTABLES | |||||||
1:30 pm - 2:15 pm | Roundtable 1: Federal Tax Considerations Bruce Wright, Partner, Sutherland | |||||||
1:30 pm - 2:15 pm | Roundtable 2: What Makes a Suitable and Skilled Captive Board? Michael Mroz, Former Captive Board Member, Saturn Insurance John Talley, Captive Program Manager, Missouri Department of Insurance | |||||||
1:30 pm - 2:15 pm | Roundtable 3: Justifying Your Captive and Communicating Its Value Patrick Raftery, Risk Manager, Walgreens Dan Towle, Director of Financial Services, State of Vermont | |||||||
2:20 pm - 3:05 pm | ROUNDTABLES | |||||||
2:20 pm - 3:05 pm | Roundtable 1: Bringing US Employee Benefits Into Your Captive Paul Wagner, Vice President, Alternative Risk Techniques, AGL Resources | |||||||
2:20 pm - 3:05 pm | Roundtable 2: Re-domestication and Relocating Your Captive Richard Cutcher, Editor, Captive Review | |||||||
2:20 pm - 3:05 pm | Roundtable 3: Identifying and Quantifying New Lines: Cyber Risk Heather McClure, Executive Director of Operations, OU Physicians Jason Flaxbeard, Senior Managing Director, Beecher Carlson | |||||||
3:05 pm - 3:25 pm | Networking Break | |||||||
3:25 pm - 4:10 pm | ROUNDTABLES Each roundtable will host a small group of delegates, allowing for open discussion and debate about the topic in question. Each session will be led by a captive manager, who will share their experiences and help shape the conversation to ensure delegates' key concerns and questions are addressed. Attendees will be able to select which roundtables they want to attend, and build an agenda bespoke to their needs (roundtable selections open to registered delegates approximately two weeks before the event). | |||||||
3:25 pm - 4:10 pm | Roundtable 1: Federal Tax Considerations Bruce Wright, Partner, Sutherland | |||||||
3:25 pm - 4:10 pm | Roundtable 2: Funding Loss Prevention Through the Captive Chad Niec, VP Risk Management, Paramount Staffing Andrew Baillie, Program Director, Global Insurance, AES Corporation | |||||||
3:25 pm - 4:10 pm | Roundtable 3: Utilizing the Capital Markets as an Alternative to the Reinsurance Market Tom Johansmeyer, AVP - Reinsurance Services, ISO/Verisk Insurance Solutions Phil Balderston, Director, Risk Management, Amtrak | |||||||
4:15 pm - 5:00 pm | Closing Panel: Final Thoughts from Editor and Discussion Leaders Richard Cutcher, Editor, Captive Review | |||||||
5:00 pm - 6:00 pm | Drinks Reception |