3:00 – 4:30 pm

Captive 101 – Everything You Need to Know about Captives - Download Slides

Allan Smith, Marsh Captive Solutions

Manuel Guerra, Oliver Wyman

5:00 – 7:30 pm

Welcome Reception

Ember Kitchen & Subterra Agave Bar, 800 W Cesar Chavez St Ste PP110, Austin, TX 78701

8:00 – 9:00 am

Breakfast and Registration

8:50 – 9:00 am

Opening remarks (10 min)

Kevin Jones, TxCIA President

9:00 – 9:45 am

Captive Horizons - Download Slides

Paul Phillips, EY

Christina Kindstedt, Advantage Insurance

This session has been approved by the International Center for Captive Insurance Education for 1 TC Credit or 1 ACI CE Credit for current ACI designation students and ACI recipients.

9:45 – 10:00 am

Break 1

10:00 – 10:45 am

The State of the Economy and the Power of Your Portfolio - Download Slides

Scott Mildrum, Performa

Warren Miller, Performa

10:45 – 11:30 am

Captives: A Risk Manager Perspective 

Panelists:

Amy Krumnaker, McKesson

David Jarusinski, the Friedkin Group

Stephanie Fisher, Huntsman

Moderator: Julie Patel, Marsh

This session has been approved by the International Center for Captive Insurance Education for 1 TC Credit or 1 ACI CE Credit for current ACI designation students and ACI recipients.

11:30 am – 12:30 pm

Lunch

Keynote: John Harpole, Mercator Energy

12:30 – 1:15 pm

Traps and Treasure Hunts – Navigating Captive Insurance Taxes - Download Slides

Daniel J. Kusaila, Crowe

Kristen Sorbera, Deloitte

Bruce Wright, Eversheds Sutherland

This session has been approved by the International Center for Captive Insurance Education for 1 TC Credit or 1 ACI CE Credit for current ACI designation students and ACI recipients.

1:15 – 2:00 pm

Harnessing the Power of Data - Policies and Claims to Captive Management - Download Slides

Roma Rishi, Origami Risk

Tom Springfield, Caliber

Greg Toll, Clara Analytics

This session has been approved by the International Center for Captive Insurance Education for 1 TC Credit or 1 ACI CE Credit for current ACI designation students and ACI recipients.

2:00 – 2:15 pm

Break 2 

2:15 – 3:00 pm

Rating Harmony - Download Slides

Hardeep Manku, Guy Carpenter

3:00 – 3:45 pm

Legal Eagles & TDI Update

Robert Rudnai, Texas Department of Insurance

Shawn Frederick, Texas Department of Insurance

Burnie Burner, Esq., Mitchell Williams - Download Slides

3:45 – 4:30 pm

Insurance Market Update - Download Slides

David Robinson, Aon

4:30 – 4:40 pm

Closing Remarks 

Kevin Jones, TxCIA President