Monday 10/06/2014
08:00	Registration
08:00 - 08:30	Welcome to Captive Live USA [More Info] Richard Cutcher, Editor, Captive Live USA	Introduction to captives [More Info] Stephen White, Business Development Director, Kane USA
08:30 - 09:15	Writing global risks [More Info] Steve Bauman, Head of Captive Services, Zurich	Conducting a feasibility study [More Info] Skyler Wildenstein, COO, Empire Risk Management	Round table - the future of healthcare [More Info] Rafael Gonzalez, Vice President, Strategic Solutions , Helios
09:15 - 10:00	Case study: establishing a captive [More Info] Jason Flaxbeard, Senior Managing Director, Beecher Carlson Scott Schwarting, Whirlpool	Tax update: lessons from recent IRS cases [More Info] Tom Jones, Partner, McDermott, Will & Emery Chaz Lavelle, Partner, BGD Legal Bruce Wright, Partner, Sutherland, Asbill & Brennan	Round table - Construction and mining [More Info]
10:00 - 10:30	BREAK
10:30 - 11:00	Keynote Presentation [More Info] Marty Scherzer, President, Global Risk Solutions, AIG
11:00 - 11:45	Basic tax for captives [More Info] Mike Stalley, FiscalReps	Adding third party business to your captive [More Info] Jim Bulkowski, Insurance and Actuarial Advisory Services , EY Michael Douglas, Aon	Round table - How should non-profit organisations use captives? [More Info] Rick Barrett, Treasury Manager, Rotary International
11:45 - 12:30	Reinsurance for captives [More Info]	Mergers & acquisitions: adapting a captive [More Info] Patrick Raftery, Risk Manager, Walgreens	Round table - financial services captives [More Info]
12:30 - 13:30	LUNCH
13:30 - 14:45	Case Study: Mature capitve [More Info] Heather McClure, Executive director of operations , OU Physicians	Medical stop loss [More Info] Moderator: Robert Gagliardi, AIG Captive Management Steven McFarland, AIG Benefit Solutions Jim Knutson, Risk Manager, Aircraft Gear	Round table - Dodd Frank and other state and local tax issues [More Info]
14:15 - 15:00	Accounting for captives	Claims Management and recovery [More Info] Gregory Zarin	Round table - 831b: Smaller captive focus [More Info] Stewart A. Feldman, CEO and General Counsel, Capstone
15:00 - 15:30	BREAK
15:30 - 16:30	Cell captives - 2 case studies [More Info] Michael Anderson, Xcel Energy Paul Scrivener, Head of insurance group , Solomon Harris	Employee benefits [More Info] Karin Landry, Managing Partner, Spring Consulting	Round table - Multi-national fronting programs [More Info] Charles Acosta, AIG
16:30 - 17:15	Captive management: what to expect [More Info] Tony Benedetto, Len Clapp Len Clapp, Captive Manager , Beecher Carlson	Exit strategies [More Info] Arthur Koritzinsky, Managing Director - Captive Solutions Group, Marsh Andrew Rothseid, Principal, Run Off ReSolve Paul Johnson, Director - Captive Operations, Verizon	Round table - Multi-national fronting programs 2 [More Info] Charles Acosta, AIG

Tuesday 10/07/2014
08:00 - 08:30	Registration
08:30 - 09:15	Triple X Captives [More Info] Jeremy Colombik, President , Management Services International	Round table - The future of healthcare [More Info] Rafael Gonzalez, Vice President, Strategic Solutions , Helios
09:15 - 10:15	Benchmarking Benefits [More Info] William Dalziel, London & Capital	Regulatory panel [More Info] Steve Kinion, Director, Bureau of Captive Financial Insurance Products, Delaware Insurance Department Joseph Torti, Superintendent of Insurance and Banking, Rhode Island Department of Business Regulation	Round table - Construction & mining [More Info]
10:15 - 10:45	BREAK
10:45 - 11:30	Expanding into new lines [More Info] Siri Gadbois, President and CEO, Educational Insurance Administrators	Legal update [More Info] Philip Tortorich, Partner, Katten Muchin Rosenman LLP Gregory Zarin	Round table - Energy & transport [More Info] Steve Bauman, Head of Captive Services, Zurich
11:30 - 12:15	Ask the tax experts [More Info] Tom Jones, Partner, McDermott, Will & Emery Chaz Lavelle, Partner, BGD Legal Bruce Wright, Partner, Sutherland, Asbill & Brennan	Clever Captives [More Info] Patrick Raftery, Risk Manager, Walgreens Monica Everett, Business Development Director, Kane USA	Round table - Retail, food & leisure industries [More Info]
12:30	END