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