TxCIA recently held its 2025 Annual Conference at the Westin at the Woodlands in The Woodlands, TX (Metro Houston). Thank you to the sponsors, speakers, and attendees who made this year's event the most successful ever.
| Tuesday, Oct. 14 |
|
| 3:00 - 4:30 PM |
Captive 101 – Everything You Need to Know about Captives (download slides)
Allan Smith, Marsh Captive Solutions
Jeremy Shoemaker, Oliver Wyman
|
| 5:00 - 7:30 PM |
Welcome Reception
The Goose's Acre - 21 Waterway Ave, The Woodlands, TX 77380
|
| |
|
| Wed., Oct. 15 |
|
| 8:00 - 9:00 AM |
Breakfast and Registration |
| 8:45 - 9:00 AM |
Welcome and Opening Remarks
Jo Mather, Phillips 66 (TxCIA President)
|
| 9:00 - 9:45 AM |
The Economic Landscape and Your Captive's Investment Portfolio (download slides)
Scott Mildrum, Performa
|
| 9:45 - 10:00 AM |
Break/Refreshments
|
| 10:00 AM - 10:45 AM |
From 10-K to 10K: Addressing Risk Factors in Form 10-K (download slides)
Christina Kindstedt, Advantage Insurance Management
Jim McNichols, AYA Actuarial Consulting
|
| 10:45 - 11:30 AM |
Captive Utilization: Navigating Through Uncertain Market Conditions (no slides)
Jo Mather, P66
Tara Beck, KBR
Jessica Harris, Targa
Julie Patel, Marsh Captive Solutions
|
| 11:30 AM - 12:30 PM |
Luncheon and Keynote
Jim Hughes, University of Houston Bauer College of Business
|
| 12:30 - 1:15 PM |
The Texas Captive Pathway (download slides)
Robert Rudnai, Texas Department of Insurance
Kyle Corgan, TRT Holdings
Paul H. Phillips III, EY
|
| 1:15 - 2:00 PM |
Indirect Taxes and Captives - Demystifying the Gray Area (download slides)
Mikhail Raybshteyn, EY
Kristin Lawler, Crowe
|
| 2:00 - 2:15 PM |
Break/Refreshments |
| 2:15 - 3:00 PM |
Beyond Borders: Captives as a Global Employee Benefits Engine (download slides)
Felipe Chacon, Zurich
|
| 3:00 - 3:45 PM |
Risk Pricing and Capital Modeling (download slides)
Nicole Henderson, EY
Alex Wallace, Oliver Wyman
|
| 3:45 - 4:30 PM |
Best Practices in Leveraging Technology & Data to Strengthen Captive Oversight (download slides)
Roma Rishi, Origami Risk
Roy Hock, Valero Energy
Tom Springfield, Caliber Collision
|
| 4:30 PM - 4:45 PM |
Closing Remarks |
| 5:15 PM - 7:15 PM |
TxCIA and Houston RIMS Social
Kirby Ice House - Woodlands, 1700 Lake Robbins Dr, The Woodlands, TX 77380
Sponsored by Origami Risk
|
|
