TxCIA is pleased to announce that it will hold its 2025 Annual Conference at the Westin at the Woodlands in The Woodlands, TX (Metro Houston) October 14-15, 2025. Registration is open and early bird pricing is in effect through August 29, 2025.

Preliminary Conference Schedule 

We are currently working to finalize our session and speaker line-up. This preliminary schedule is intended to help you plan your travel and represents the results of our call for proposals. The schedule is subject to change. 

Tuesday, Oct. 14  
3:00 - 4:30 PM

Captive 101 – Everything You Need to Know about Captives

Presenters TBA

5:00 - 7:30 PM Welcome Reception
   
Wed., Oct. 15  
8:00 - 9:00 AM Breakfast and Registration
8:50 - 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

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

Christina Kindstedt, Advantage Insurance Management

Jim McNichols, AYA Actuarial Consulting

Additional Panelist TBA

10:45 - 11:30 AM

Captive Utilization: Navigating Through Uncertain Market Conditions

Jo Mather, P66

Tara Beck, KBR

Jessica Harris, Targa

Julie Patel, Marsh Captive Solutions

11:30 AM - 12:30 PM Luncheon and Keynote
12:30 - 1:15 PM

The Texas Captive Pathway

Robert Rudnai, Texas Department of Insurance

Kyle Corgan, TRT Holdings

Paul H. Phillips III, EY

Additional Panelist TBA

1:15 - 2:00 PM

Indirect Taxes and Captives - Demystifying the Gray Area

Mikhail Raybshteyn, EY 

Dan Kusaila, Crowe

2:00 - 2:15 PM Break/Refreshments
2:15 - 3:00 PM

Beyond Borders: Captives as a Global Employee Benefits Engine

Felipe Chacon, Zurich 

Additional Panelist TBA

3:00 - 3:45 PM

Risk Pricing and Capital Modeling

Nicole Henderson, EY

Mike Meehan, Milliman

Alex Walker, Oliver Wyman

3:45 - 4:30 PM

Best Practices in Leveraging Technology & Data to Strengthen Captive Oversight

Roma Rishi, Origami Risk

Roy Hock, Valero Energy

Tom Springfield, Caliber Collision

4:30 PM - 4:45 PM Closing Remarks

 

 

Registration Rates:

Early Bird: $475 (member), $625 (non-member)

Regular: $575 (member), $725 (non-member)

Onsite: $775 (member), $925 (non-member)

Early Bird rates available through August 29th. Advance registration ends October 3rd. 

  


Sponsor the 2025 Conference! 

Information on conference sponsorship opportunities is now available. Click here to learn more. 




Book Your Discounted Hotel Room!
The Westin at the Woodlands is offering 2025 Conference attendees a special discounted guest room rate of $239/night. Use the link below to book your discounted room. Please note that the booking deadline is September 22, 2025.


 


 

TxCIA Event Cancellation Policy

If you cannot attend the event, you may transfer your registration to another attendee or request a partial refund.

Requests for refunds must be received in writing no later than 30 days prior to the first day of the event. The full registration fee paid minus a 10% processing fee will be refunded.

No refund will be issued for cancellations received less than 30 days before the first day of the annual conference, with the exception of requests made in accordance with the Emergency Refund Policy as outlined below.

All cancellations or requests for transfer must be sent in writing via electronic mail or regular mail to TxCIA.

Emergency Illness or Death of Registrant or Immediate Family Member:

At the discretion of the TxCIA Board of Directors, refunds may be granted if an attendee is unable to attend the conference due to a family death, illness, or other extraordinary circumstance. Refunds issued under this policy will be subject to the 10% processing fee.