Events Calendar

Upcoming Events:

edd402bd-9151-4249-83ec-180ffdf9f2032022 VCIA Annual Conference - Where the Captive World Comes to Meet!98fa7cf0-26ce-4b43-8427-297156eb29c8<div><font style="" size="3" face="Arial"><span style="font-family: Arial; font-size: 10pt;">Enjoy top-quality captive education, access to industry leaders & networking opportunities with hundreds of professionals. </span></font><span style="font-family: Arial; font-size: 10pt;">Meals included in registration fee. Please register for only one session per time slot. R</span><span style="font-family: Arial; font-size: 10pt;">ead our COVID-19 policy found on our website & then click that you've read and accepted while registering. </span></div><div> </div><div><span style="font-family: Arial; font-size: 10pt;">Questions? Want to register a group of individuals? E</span><span style="font-family: Arial; font-size: 10pt;">mail Megan at <u>megan@vcia.com</u>. </span></div>2022-08-08T00:00:00-04:00dd3f6eca-7163-4346-acf1-b671fb03173101. I am a first time conference attendee.2022-08-08T00:00:00-04:00c070d8bb-c133-44b1-b4d0-5168d2bb39f802. I am a captive owner2022-08-08T00:00:00-04:006845aee1-82b6-4c88-84c2-1022f12814a903. I have read and accept the COVID-19 policy2022-08-08T00:00:00-04:0091c8251c-af10-4fcd-8713-5cf9d7de7e6904. Captive Immersion2022-08-08T00:00:00-04:001:00pmaa8dc4cb-b066-4bc2-85f1-b5ec186abcadChristine BrownspeakerChristine Brown is an Assistant Director with the Vermont Department of Financial Regulation – Captive Division, where she directly supports the Director of Captive Insurance and Deputy Commissioner of Captives in licensing, strategic planning, legislative initiatives and industry outreach. Christine joined the Captive Division in 2003 and has been involved in all aspects of the analysis and examination processes. Prior to joining the Captive Division, Christine spent seven years in public accounting with Johnson Lambert in Burlington, VT, specializing in captive insurance, and with Ernst & Young in Boston, MA. Christine earned a MS in Accounting and MBA from Northeastern University, and a BA in Political Science from Regis College.32754fca-06e1-417d-a8e3-0f33e69ea9f5Fred EslamispeakerFred Eslami joined A.M. Best in June 2008 as a senior financial analyst with the alternative risk transfer group, rating domestic and off-shore captive insurance companies. In his portfolio, Fred has the largest number of single parent captive insurers. Prior to joining A.M. Best, Fred was a vice president with Radian Group's financial guaranty team and served for fifteen years in various risk management and reinsurance positions. Prior to Radian, Fred was director of asset management with York Hannover Developments Inc. and was responsible for U.S. operations of the international real estate group of companies. Fred holds a master's degree in international business and relations from University of Pennsylvania and an MBA in administration from Philadelphia University. Fred lives in New Jersey and is married with two children.153512de-4ee7-4592-a323-40929141d420John JamesspeakerJohn is Performa’s Head of Business Development responsible for leading the firm’s new business development and marketing effort by cultivating relationships with captive managers, captive insurance companies and industry service providers. He has been a conference task force member for various captive insurance associations over the years and is a part of CICA’s Membership Committee. Prior to joining Performa in 2014, he was a Treasury Analyst at UVM Medical Center. He has extensive investment management experience as a fixed income product manager, including 10 years with Standish Mellon Asset Management in Boston followed by similar roles at Dwight Asset Management and Sentinel Investments. John graduated from Lafayette College with a double major in International Affairs & Spanish and earned an M.S. in Investment Management from Boston University’s School of Management.0a42e3c2-61b2-4266-9d4c-9c0c43f183a0Daniel Lintonspeaker60bab4ef-cdd0-4e20-8373-0fa5496db29aCameron MacArthurspeakerCameron is the Founder and CEO of AI Insurance, which makes modern cloud-based claims management software specifically for captives, TPAs, and self-insureds. Cameron is a Northwestern graduate, and has been awarded for his research in human-computer interaction. With a background as a cognitive software engineer at IBM, Cameron is focused on bringing a data-focused approach to the insurance space so that companies can unlock the potential of AI.df90b25e-46c3-4418-88aa-6d3bc62a0385Stephanie J. Mapes, Esq.speakerMs. Mapes has practiced law in the Captive Insurance Industry for 21+ years. She and her captive insurance team at Paul Frank + Collins form captives and risk retention groups, and provide legal counsel to these clients on tax, regulatory, entity structures, contract negotiations, and coverage analysis. PF+C Insurance Services provide claims management as well as claims and underwriting audits. Ms. Mapes co-teaches the Risk Retention Group course as a faculty member of the International Center for Captive Insurance Education (ICCIE). She speaks at, or otherwise participates each year in the Vermont Captive Insurance Association (VCIA) annual conference, the largest captive insurance conference in the world. She serves as a guest lecturer at Vermont Law School on the topic of captive insurance, has spoken at RIMS, and at forums on the Island of Bermuda. Ms. Mapes received her law degree at Vermont Law School, J.D. (magna cum laude) in 1988. She serves on several community boards and professional organizations, including the VCIA Legislative Committee and the ICCIE Curriculum Committee.5b09d04a-51d4-4de5-9721-d5145acf29d3Alicia MillerspeakerAs a Tax Senior at Crowe Horwath LLP, Alicia is the lead client service provider for many of the firm’s multi-national and international insurance clients. She has experience with both U.S. domiciled and internationally domiciled insurance companies. Alicia has worked with commercial property & casualty insurance companies, life insurers, single parent captives, risk retention groups, association captives, cell companies, risk pools, and reciprocal insurance companies. Her roles at the firm include overseeing the preparation of federal and state income tax returns, preparation of tax related compliance for GAAP and SSAP 101 reporting and performing research and consulting on federal and state insurance related issues.64a1563a-6fc7-4972-93f1-7b5cd2493f3fJeffrey A. PackardspeakerJeff Packard has over 40 years of expertise in the insurance industry, with an emphasis in the marketing and sales of alternative risk transfer products coupled with an expertise in the underwriting arena. He is an Assistant Vice President for the Captive Division of The PMA Insurance Group, a multi-lines property and casualty carrier with a specialty in workers’ compensation. Since 1990, Jeff has worked in the alternative market area, including serving as Senior Regional Vice President for Mutual Risk Management, a Bermuda-based company that specialized in providing for Fortune 500 companies, captives and rent-a-captive solutions for their insurance needs. He continues to teach underwriting and financial classes for insurance professionals, and lectures at The Fox Business School of Temple University, in Philadelphia. He also enjoys public speaking engagements throughout the insurance industry.5cb9d2e1-463d-481d-b16a-3370293a7bf5Joerg ReinholdtspeakerJoerg Reinholdt joined Chubb as a Vice President of Foreign Casualty for the New York Region in 2004. In September of 2007, Joerg took on a Zonal Role for Foreign Casualty for the NY and Northeast Regions. In November of 2012, he assumed the role of SVP – National Field Operations across all nine Regions for Foreign Casualty. Starting in November of 2014, Joerg assumed responsibility for the International Risk Management Portfolio within Global Casualty. Before joining the company, Joerg was the Assistant Manager for AIG in their Northeast Home Foreign Casualty operation. Joerg also has prior experience on the Risk Management side as Manager of Corporate Risk Management at Texaco. Joerg graduated from the Wirtschaftsakademie, Kiel in Germany with a double major in finance and marketing.cc4ffd13-e47d-4d88-b477-e4b4e736eff3Theresa Schlageterspeaker4c2fde32-8ca2-4faa-9467-5039ce3904d2Kevin Seaburyspeaker6e810f30-9470-4cea-b870-ce8337f3c817Anne Marie Towle, CPAspeaker29a724f2-04fa-4972-9a69-8c966c1aecf305. Newcomer's Orientation & Gathering2022-08-09T00:00:00-04:008:30am16ee8096-a70e-43de-afaf-37714aebd795Andrew R. Baillie, FIRM, AMCT, FCIIspeakerAndrew Baillie is the Program Director of Global Insurance for the AES Corporation, a global power producer and distributor headquartered in Arlington, Va., with operations in 15 countries around the world. Andrew supports risk management oversight and the procurement of insurance for the AES Corporation for development and operational assets globally as well as managing the company’s large, Vermont-based Captive Insurance Company. Andrew has worked for AES since 2006, during which time the company’s risk management and insurance programs have developed to become world leaders among energy industry peers. In addition to almost 20 years of experience in global insurance program management, Andrew has been a regular presenter at conferences and events.0eb0a0f4-8998-4fdf-bf76-5b2954774b61Ian Davis, MPAspeakerIan Davis currently serves as Senior Vice President, Captive Insurance Manager at M&T Bank, where he directs the identification, development, expansion and maintenance of the customer base for the bank’s captive insurance portfolio. Davis joined M&T after having served as Director of Financial Services at the Vermont Department of Economic Development, leading the marketing and business development activities in support of the state’s captive insurance industry. He holds a Master of Public Administration and B.A. in Political Science from the University of Vermont.7af84f82-256f-4f29-8e87-5202c837f728Kevin MeadspeakerKevin Mead, President of VCIA, and steward of this year's conference, has a wealth of association management and financial experience that demonstrates his leadership ability. Prior to VCIA, he engineered a merger of three global independent accounting associations and forming PrimeGlobal, which represented 2,000 partners and 14,000 employees in 90+ countries. Kevin then facilitated rapid membership and revenue growth, increasing the net income 25% from 2 billion to 2.5 billion USD for PrimeGlobal. After PrimeGlobal, he was the Vice President of Resource Development for Spokane County United Way, a chapter of the biggest charity in the world, and most recently was the Executive Director of a rare disease foundation. He raised over 3 million dollars for United Way, and while in the rare disease space, won international grants for the foundation supporting patients, most notably in Kenya. Holding two master’s degrees related to association management and finance, Kevin is a perfect fit to lead VCIA, build out the captive industry’s flagship conference, increase VCIA membership and membership value, while evolving the organization amid the current pandemic and economic challenges.2bb17df0-b071-4455-b54d-7c5893c37bc306. Captive Owner's Tour to the Vermont Air National Guard2022-08-09T00:00:00-04:009:00am7d2bcceb-3bce-492f-a895-f4db67431e93Colonel David W. Shevchik, Jr.speakerColonel David W. Shevchik, Jr. is the Commander, 158th Fighter Wing, Vermont Air National Guard, South Burlington, Vermont. He is responsible for ensuring the Wing is ready to defend, execute combat operations, and sustain follow-on forces. He is entrusted with operation, readiness, training, morale and welfare, installation support and quality of life for 1,000 personnel assigned to the 158th Fighter Wing. Colonel Shevchik attended the United States Air Force Academy and was commissioned a Second Lieutenant in 1999 upon graduation. He attended Undergraduate Pilot Training at Columbus Air Force Base, Mississippi, and follow-on F-16 training at Kelly Field, Lackland Air Force Base, Texas. Colonel Shevchik then served in multiple positions while assigned to the 77th Fighter Squadron at Shaw Air Force Base, South Carolina. He completed a year tour in the Republic of Korea as a Brigade and Division level Air Liaison Officer. Upon his return to Shaw Air Force Base, he served in various positions within the 79th Fighter Squadron and the 20th Fighter Wing. In 2007, Colonel Shevchik transferred to the 158th Fighter Wing, Vermont Air National Guard. He attended the United States Air Force Weapons School 2009 and served in various positions within the 134th Fighter Squadron. Colonel Shevchik served as the Maintenance Squadron Commander from 2013-2016, and then attended the United States Naval War College in Newport, Rhode Island. Following his return to Vermont, Colonel Shevchik served as the 158th Fighter Wing Inspector General and then the 158th Operations Group Commander until assuming his current position.16b791eb-5b68-41dd-9425-c6f7d5a485f207. Captives 1012022-08-09T00:00:00-04:0010:00amd97450e7-d107-485b-adc2-50fe1e725f09Joshua Bicknellspeakerf20709c6-af04-4a9a-9920-5d881cb15f04Aaron Hillebrandt, MAAA, FCAS, AINS, CPCU, FLMI, CLF, FFSI, LPCSspeakerAaron Hillebrandt is a principal and consulting actuary with Pinnacle Actuarial Resources in the firm’s Bloomington, Illinois office. He holds a bachelor’s degree in mathematics from Illinois State University, where he has been a mathematics lecturer. He is an honorably discharged sergeant and combat veteran of the United States Marine Corps. He currently serves as a vice-chair on the Casualty Actuarial Society’s (CAS) Annual and Spring Meeting Planning Committee, a faculty member of the American Academy of Actuaries (AAA) Seminar on Effective P/C Loss Reserve Opinions, and a member of the VCIA conference task force.e45c53f7-0fb3-4567-b6cc-346a70176168Mary Ellen Moriarty, ACIspeakerMary Ellen Moriarty is vice president, Property & Casualty for College Insurance Company. Mary Ellen has been actively engaged in the insurance industry for over thirty years in positions within national insurance brokerages as well as commercial insurance carriers. She joined EIIA in 2002 focusing her considerable insurance experience on the higher education industry group.33eeb4ce-49c8-4f16-9566-f19485f0d8a508. Discussion Group: Emerging Risk - Parametrics2022-08-09T00:00:00-04:0010:15am87f29630-ff08-4ba6-9354-7874772aa192Mr. Thomas M. Dawsonspeaker46c91b08-9a1a-4b9c-aa7c-f47fe0700b24Dr. Marcus SchmalbachspeakerDr. Marcus Schmalbach is Founder and CEO of RYSKEX Inc. He has a long-standing experience in risk and captive management in various industries. Before the founding of RYSKEX he was Head of a German MBA program. He is still working as a professor on innovation and new technologies at the ESCP Business School in Berlin and is also academic head of BlockART institute with a research focus on, parametric solutions, blockchain technology and the impact of AI on the captive value chain.e4c0a44d-430e-4488-9374-c0c5827df15e09. Your Captive: The Insurer Outside the Box2022-08-09T00:00:00-04:0010:30ama9bcc617-0d30-4b7c-911a-375787a25533John S. AlbericispeakerJohn Alberici is President of Contractors Casualty Company, a wholly owned Vermont captive, and Chairman of its parent company, Alberici Corporation, St. Louis. An agent/broker in Missouri, he has been involved in insurance and surety work in the construction industry for over three decades. Mr. Alberici has been active on many of VCIA’s committees, was the 2003 recipient of VCIA’s Captive Crusader Award, and a past Chairman of the Board. A frequent speaker at insurance and construction seminars, he graduated from the University of Dayton last century.d7695af6-1db9-4f6e-9f1c-071d439c3395John Ferrara, FCAS, MAAAspeakerJohn Ferrara, FCAS, MAAA, is a senior manager at Ernst & Young. John has over thirty-one years of experience including serving as the Chief Actuary and United States Board Member of a major insurer and reinsurer, the Chief Actuary of a reinsurance intermediary, the President of a Branch General Insurance Agency Operation and the lead actuary of a Bermudian actuarial practice for one of the major accounting firms. John’s work today focuses on captives, reinsurance and specialty insurance coverages, as well as traditional pricing and reserving projects. John has a Bachelor Degree in Applied Math and Statistics Degree in Mechanical Engineering from the State University of New York at Stony Brook.9df4b362-3724-448d-9f22-4a535f23e5f0Edward S. KoralspeakerEd Koral is a Director with WTW’s Strategic Risk Consulting group. He supports corporate clients with program design and analysis, working with clients to develop bespoke insurance and non-insurance solutions for their unique risk profiles. He has over 35 years of experience with captives and other alternative risk funding programs. Ed joined WTW in 2021, after spending many years with Deloitte Consulting and BDO, as well as a large international brokerage firm. Ed also served briefly as risk manager for a large consumer financial products company, where he managed the operations of two captives. Ed has served VCIA in multiple capacities: as a Board member for six years, and as a conference committee member. Currently, Ed serves on the faculty of the International Center for Captive Insurance Education (ICCIE).0e00f54b-516d-4694-aa9b-e05fb03fe7c2Salvatore Pellegrino, Esq.speaker7fe8facf-29f8-46c1-8df1-175e550741cf10. Captive Owner Lunch (for captive owners only)*2022-08-09T00:00:00-04:0011:45amcc876919-0bd9-47bc-b2c6-14b6f6302e3411. Captive Owner Case Study2022-08-09T00:00:00-04:001:15pm159cd9c8-4f5c-40a7-ad19-a065ce359ba0Mr. Brian MercerspeakerBrian has spent the last 25+ years focusing on program design analytics and alternative risk. As part of EPIC's Captive Consulting Practice, Brian ensures the efficient use of existing captives by evaluating opportunities for expansion, determining efficient uses of surplus, developing financial ratio dashboards, establishing capital adequacy standards and providing insights at captive Board meetings. Brian earned a B.A. from the University of California, Berkeley and an M.B.A. from Saint Mary's College.b0c71e0f-d66d-43da-b939-437792896b82Maigh Wright, ACAS, MAAAspeaker819e797a-e59b-43cf-a71d-b323971d7f3812. An Even Keel Approach to Third Party Business2022-08-09T00:00:00-04:001:30pma0638f82-a087-493d-a4c0-d28fd197ef85Karen Hsispeakerea86f258-e2d0-490c-ab91-841457e553dfJason L. PalmerspeakerWith over 25 years at the firm, Jason’s primary responsibilities include service in all facets of captive consulting and captive management engagements ranging from risk retention groups, group captives, and pure captive programs. Throughout his career, he has been responsible for the operations of a significant portfolio of captive insurance companies (pure and group) with services including accounting, underwriting, and regulatory compliance. He has been involved with many implementations of new captive programs in several US captive domiciles. Jason also serves as a member of the Board of Directors and as an Officer of many captive insurance companies. In his current role, Jason is responsible for the US captive mangaement team, serves as project lead on several captive consulting engagements, and is the lead client executive on a portfolio of captive insurance companies (pure and group). Jason joined Willis Corroon Management (Vermont), Ltd. after graduating summa cum laude from Champlain College in Burlington, Vermont, with a Bachelor of Science degree and a concentration in accounting. Jason is a Certified Public Accountant licensed in the State of Vermont and is a member, in good standing, with the American Institute of Certified Public Accountants. Jason is also a licensed property & casualty insurance producer in several US states. He is an active Board of Director member for the Vermont Captive Insurance Association (VCIA), International Center for Captive Insurance Education (ICCIE), and the Nevada Captive Insurance Council.6d6ef90c-0353-44b6-8dd5-e8ca7bc611d513. Discussion Group: Captive Blueprint to Financial Recovery2022-08-09T00:00:00-04:001:30pmc1fb88d6-5107-4640-9287-080f1c267ef8Christine BrownspeakerChristine Brown is an Assistant Director with the Vermont Department of Financial Regulation – Captive Division, where she directly supports the Director of Captive Insurance and Deputy Commissioner of Captives in licensing, strategic planning, legislative initiatives and industry outreach. Christine joined the Captive Division in 2003 and has been involved in all aspects of the analysis and examination processes. Prior to joining the Captive Division, Christine spent seven years in public accounting with Johnson Lambert in Burlington, VT, specializing in captive insurance, and with Ernst & Young in Boston, MA. Christine earned a MS in Accounting and MBA from Northeastern University, and a BA in Political Science from Regis College.0673b3a8-a000-463c-89d9-a5a080ef55ccRobert J. Walling, III, MAAA, FCAS, CERAspeakerRobert Walling is a principal and consulting actuary with Pinnacle Actuarial Resources, Inc and has been in the insurance industry since 1989. He is primarily focused on actuarial studies for captives and self-insureds, including regulatory and litigation support. He also performs commercial lines ratemaking and reserving studies, as well as legislative costing. Mr. Walling has been named one of Captive Review’s Captive Power 50 for the last four years. He has served on the CAS Board of Directors, the Casualty Committee of the Actuarial Standards Board, and numerous CAS and AAA committees, three of them as chairperson. He is a faculty member of the International Center for Captive Insurance Education (ICCIE). Mr. Walling is a frequent speaker at industry meetings on a wide array of topics.6da270cc-2ab3-4189-93a8-e590fe14c82714. Special Event - Awards & Keynote Speaker: Michael Weidokal2022-08-09T00:00:00-04:003:00pm1a33d838-3050-4351-99b7-d20f57834a37Michael WeidokalspeakerMichael Weidokal is an internationally-recognized economic and geopolitical forecaster who helps business leaders, policy makers and the wider public to understand the issues and trends that are impacting the world today, and will shape the world in the years to come. He is the president and founder of International Strategic Analysis (ISA), a leading provider of economic forecasting, international market intelligence and geopolitical analysis with clients all around the globe. Michael’s ability to combine international economics, geopolitics and history allow him to have a unique perspective on the issues and events that are taking place throughout the world. His areas of expertise include the fields of international economic competitiveness, global market selection and geopolitical risk assessment. Furthermore, he has repeatedly proven to be able to accurately predict important trends and developments before they happen. A prolific writer, Michael is a leading contributor to a wide range of ISA’s best-selling publications, including ISA’s monthly Country Reports, Risk Forecasts and many more. In addition, Michael’s new book “The Need For Growth” will be released in 2022 and details the growing challenge that the global economy will face in terms of generating growth in the 2020s and beyond, and what this means for the planet and its inhabitants. He is also a frequent speaker and appears often in the media, speaking on a wide variety of topics. After a career that took him to more than 60 countries, Michael founded International Strategic Analysis in 2003. Today, ISA is one of the world’s most respected economic and geopolitical research firms, providing research and support for thousands of the world’s leading businesses, governments and universities.8be7783c-4780-423f-9bd9-51af5f7539c515. VCIA Annual Membership Meeting with Legislative Update2022-08-10T00:00:00-04:008:15amb76ce822-358a-437b-96c5-e8f865f0335dJames F. FeehanspeakerJamie Feehan is a Government Relations Director with Primmer Piper Eggleston & Cramer PC He advocates on behalf of clients before legislators, committees, and administrative agencies, and mobilizes grass roots efforts on a wide variety of legislative initiatives and developments. Prior to joining Primmer Piper Eggleston & Cramer, Jamie was a Legislative Assistant to a former U.S. Representative where he tracked, researched, and wrote on legislative initiatives and developments. Jamie also represented the Congressman before constituents and representatives of interest groups on legislative matters. In addition, Jamie is actively involved in many successful political campaigns for U.S. House of Representatives and Vermont statewide elected offices. He holds a B.A. from American University.2b969027-7907-47e6-9910-a33be74cadfcChrys D. LemonspeakerFor over 30 years, Chrys D. Lemon has specialized in counseling bank-owned and bank-affiliated insurance agencies, insurance companies, insurance professionals, insurance trade organizations, and consumer financial services providers on a broad range of regulatory and compliance issues. Mr. Lemon understands the nuances of state insurance regulation, especially when sales footprints cover multiple states. He routinely represents clients before the National Association of Insurance Commissioners on policy issues concerning licensing of various insurance professionals, captive insurance companies, risk retention groups, risk management, health savings accounts, insurance and annuity suitability, reinsurance, and surplus lines insurance. Mr. Lemon graduated with a B.S. in Economics from the United States Air Force Academy, earned his law degree from American University, and has an LL.M. in tax law from Georgetown University Law Center. He served in the U.S. Air Force as a pilot for six years.5f052971-d555-41b1-9fa3-ebb09718344cKevin MeadspeakerKevin Mead, President of VCIA, and steward of this year's conference, has a wealth of association management and financial experience that demonstrates his leadership ability. Prior to VCIA, he engineered a merger of three global independent accounting associations and forming PrimeGlobal, which represented 2,000 partners and 14,000 employees in 90+ countries. Kevin then facilitated rapid membership and revenue growth, increasing the net income 25% from 2 billion to 2.5 billion USD for PrimeGlobal. After PrimeGlobal, he was the Vice President of Resource Development for Spokane County United Way, a chapter of the biggest charity in the world, and most recently was the Executive Director of a rare disease foundation. He raised over 3 million dollars for United Way, and while in the rare disease space, won international grants for the foundation supporting patients, most notably in Kenya. Holding two master’s degrees related to association management and finance, Kevin is a perfect fit to lead VCIA, build out the captive industry’s flagship conference, increase VCIA membership and membership value, while evolving the organization amid the current pandemic and economic challenges.bb2461b2-fc45-4180-b788-3665c327ab4116. Innovative Strategies - Key to Insurance Success2022-08-10T00:00:00-04:008:45amc21726a2-556d-4306-839d-48107024c856Ms. Cindy HolmesspeakerCindy Holmes is a seasoned finance professional with over 30 years of experience in multiple aspects of corporate finance. She's been a capital management analyst, treasury analyst, assistant treasurer, investor relations director, pension investments senior director and VP of pension investments and insurance & claims.6775a436-d39f-4a65-9f97-16f3ffb627f0Andrew Johnstonspeakerba4187d6-a3bf-4959-9b5a-e6fbf09bd085Michael Serricchio, EsqspeakerMichael (Mike) Serricchio is a managing director in the Marsh Captive Solutions Group. He is also the Americas Sales Leader for the US, Canada and LatAM. Mike assists clients in the U.S. and globally with the feasibility and organization of single parent captives, as well as risk retention groups and Rent-A-Captives. He participates in captive strategic reviews for clients that already have captives. Mike is frequently involved with reviewing merger and acquisition transactions where there are one or more captive subsidiaries and advises on various issues. He handles a wide range of consulting services surrounding various captive issues and concerns, such as capitalization levels, new coverages, tax concepts, captive investment opportunities, and cost savings. Mike’s industry focus areas include privately held companies, financial institutions, life sciences, higher education, retail, manufacturing, and power and utilities. Mike speaks at various industry seminars and conferences, as well as conducts training classes within the Marsh Captive Solutions Group. He is a frequent speaker at various industry and insurance conferences. Mike also is influential in preparing the Marsh Captive Solutions Captive Benchmarking publication, which is well known as an industry respected publication. Mike holds a JD from Western New England College School of Law and received his BA from the University of Connecticut (Storrs).311c3ffe-01c3-4040-896c-df06de79f9a0Dan Teclawspeaker1d17efa9-bda4-4420-8d1a-2f83fa0350df17. Hard-Hitting Solutions to Address Hard Market Conditions2022-08-10T00:00:00-04:0010:00am66cdc3a2-09ce-44f8-9333-81cc100423c8Jeffery Thomas CaudillspeakerJeffery has been an insurance professional for over 30 years, with two decades of experience in a risk management capacity. He has primarily worked with large manufacturing, logistics, construction, engineering and architectural firms through out the Southwest and Southeast USA.8b56ce9f-21d4-46d6-bbfe-1e4e45b9f3e7Peter JohnsonspeakerPeter Johnson, FCAS, MAAA, is a Senior Actuarial Consultant with Spring Consulting Group, LLC, and Spring’s Property & Casualty Practice Lead. He has over 15 years of actuarial experience in reserving, pricing, alternative risk funding, risk optimization, captive feasibility and reinsurance risk transfer work. This experience includes workers’ compensation, medical professional liability, professional liability, automobile liability, general liability, cyber liability, mortgage insurance and other enterprise risks. Peter was recently recognized by Business Insurance as a 2019 Breakout Award winner, and in 2020, received Captive International’s Highly Commended Individual Actuary award. Peter also serves as a faculty member of International Center for Captive Insurance Education’s (ICCIE’s) actuarial course. Prior to joining Spring, Peter was the President and Consulting Actuary with Bartlett Actuarial Group and a Consulting Actuary with Milliman. Peter has given industry presentations, published articles, and served on various committees in both the Casualty Actuarial Society and captive insurance industry. Peter earned a B.S. in applied math and computer science from the University of Wisconsin - Stout. He is a fellow of the Casualty Actuarial Society and a member of the American Academy of Actuaries.c8c85a36-a7e6-4164-8030-f52f46b2c4faMary Ellen Moriarty, ACIspeakeraad8d56f-4851-40a0-957e-245c6a54222318. Using Advanced Analytics to Achieve Better Claim Outcomes2022-08-10T00:00:00-04:0010:00am3fba1918-1db9-4bdb-ae34-226d12af57bcCameron MacArthurspeaker8ff22d67-68c0-4999-a02d-c64b05f71717Michael C. Meehan, CRM, CICspeaker58783e71-024e-4c8f-b910-720eaf1bf65519. Reducing the Effect of Social Inflation on Your Captive2022-08-10T00:00:00-04:0010:00amc3631e22-d575-43c0-8193-8ac949be4665Andrea Monterottispeaker3714e4fe-964d-4846-8d67-5d88d78f03ffMichael O'Malley, ARMspeakerMichael O’Malley is a managing director for Strategic Risk Solutions. Mike is responsible for the overseeing the delivery of all SRS’ business planning consulting services, including statistical loss and exposure analyses, feasibility studies, implementation programs, and financial analysis for captives and other types of risk financing programs. Mike has over 20 years’ experience in the captive and insurance industries and has formed captives and risk retention groups in 12 different domiciles. Mike has a Bachelor of Science degree in Finance/Economics from Bentley College and an MBA (with concentrations in entrepreneurship and finance from Babson College. He holds an Associate in Risk Management (ARM), an Associate in Reinsurance (ARe), and a Certificate in Enterprise Risk Management from the CERMAS program at Georgia State University.fdb51c1a-9c03-416d-9e25-c69ccbec1d6eKimberly Rohrspeaker7975e37f-d5d0-4858-a0c8-7d3acbd9037320. Discussion Group: Bringing Diversity, Equity, and Inclusion to the Captive Industry2022-08-10T00:00:00-04:0010:00am1c59d38f-5b25-4783-ae4f-48f9a62d000dKimberly Guerrierospeakerf330713a-bc98-442a-be6c-a71de37a9c7a21. The Economic Landscape and Your Captive's Portfolio2022-08-10T00:00:00-04:0011:15amcabc4197-29ee-4b50-97b9-44bf9d3ece87Richard CutcherspeakerRichard is the founder and executive producer of the Global Captive Podcast. GCP was launched in 2019 to provide insight and education to the international captive community and features interviews with captive owners, service providers and regulators. It is now in its fourth series and there have been more than 150 episodes released to date. Richard is also the Captive Ambassador for Airmic, the UK’s risk and insurance management association. In this role he oversees all captive activity of the association including coordinating the quarterly meetings of the Captive Special Interest Group, one of the largest regular captive networking groups in the world. Prior to joining Airmic and launching the Global Captive Podcast in 2019, Richard was the editor of the market leading Captive Review magazine for five years with spells being based in London and New York.6d488c04-5e5f-484d-af04-fd42ea5e7370Scott MildrumspeakerScott is Performa’s Economic and Macro Strategist responsible for developing the firm’s views on the economy and helping to set top-down macroeconomic investment policy. He is also a member of the firm’s Investment Policy Group (IPG). Over the years, Scott has spoken at several captive insurance conferences, including VCIA (Vermont), SCCIA (South Carolina), TxCIA (Texas) and IMAC (Cayman Islands). Prior to joining Performa in 2012, he worked at Dwight Asset Management as both a Quantitative Analyst and Associate Portfolio Manager where he was responsible for managing portfolio analytic systems, modeling tactical and strategic interest rate positioning trades as well as risk management monitoring. Prior to Dwight, he worked at Princeton University as a Data Analyst writing statistical programs and managing databases for various university departmental research projects. Scott graduated from the University of Vermont as a double major in Mathematics & Economics and earned an M.S. in Economics from the University of Oregon.9801b175-53a0-4c2c-8ce7-c6e3c58bc289Philip VorreiterspeakerPhilip N. Vorreiter joined MCIC Vermont in January 2009 and currently serves as Vice President of Finance. He is responsible for the strategy and execution of all financial affairs of the Company including but not limited to accounting, taxes, premium, investments, and financial reporting. Throughout his tenure at MCIC Vermont, Mr. Vorreiter has overseen the growth of the Finance and Accounting functions as the Company insourced its accounting and GAAP financial reporting processes, re-domiciled and merged its foreign captive into one entity and established a MAR compliant internal controls environment along with numerous other achievements. Prior to joining MCIC Vermont, Mr. Vorreiter was an Assistant Controller at a Managing General Agent focusing on brokering non-standard lines of insurance. He received his BA in Finance and Marketing from Berry College and a MBA from Kennesaw State University. His credential include: Certified Public Accountant (CPA), Certified Management Accountant (CMA), Certified Global Management Accountant (CGMA) and Associate in Insurance Accounting and Finance (AIAF).301d2820-cf69-49dc-a74a-f466a76ebdc422. Discussion Group: We Have a New Captive: Things I Wish I Knew2022-08-10T00:00:00-04:0011:15amdbef4434-80a9-4840-948d-fec849d5fdecClare M. Bello, Esq.speakerClare M. Bello, Esquire, Senior Vice President, CCMSI, Division Leader and Founder of VCM. For 18 years VCM has been recognized for its flexible and cutting edge claims management and consulting concepts for the management of professional liability claims. Clare assists clients in their transition from insured to insurer and works with the captive team to measure claims performance as the captive matures. Clare works with clients as an advisor on topics such structure of programs, education and compliance. She lectures in national and international programs and is published for her innovative approaches to claims management and consulting services.9bba841e-f715-43bc-b256-77a417457bfcAileen KrehbielspeakerAileen Krehbiel is the Manager of Captive Insurance Programs at Deere & Company. She is responsible for optimizing the existing captive program and analyzing opportunities for expansion. She oversees the accounting for the captive and manages the relationships with outside service providers. She previously held roles in Internal Audit and Technical Accounting at Deere & Company and worked as an Assurance Manager at Ernst & Young prior to joining Deere. She holds a bachelor’s degree in business administration from Kansas State University, an MBA from the University of Chicago Booth School of Business and is a CPA.ed64fd54-c12c-4056-86eb-8e16dc002f6423. Captive Tax Developments - A Breakthrough Year2022-08-10T00:00:00-04:001:30pmd747f848-9dc3-401f-964d-feed5770abb7Allan R. AutryspeakerAllan Autry, CPA, is a Tax Partner with Johnson Lambert LLP, a multi-office, niche-focused firm that provides audit, tax, and consulting services to insurance entities as well as nonprofit organizations and employee benefit plans. Allan has twelve years of experience of providing tax and consulting services to the insurance industry, with a focus on alternative risk entities, especially captive insurance companies. He has assisted clients with a myriad of tax issues over the years, including special calculations, tax planning, corporate reorganizations, and mergers and acquisitions. His experience with both domestic and offshore captive insurance companies, as well as their owners, insureds, and sponsors, make him a valued tax partner to Johnson Lambert’s captive clients. Allan earned a bachelor’s in Business Administration from Catawba College and a master’s degree in Accounting from North Carolina State University.9ba64f3f-a59e-4110-a7c0-61240ffaeacfBailey Roese, Esq.speakerBailey Roese is a partner in Dentons Bingham Greenebaum LLP’s Louisville office and represents taxpayers in federal, state, and local tax controversies. Selected as a Kentucky Super Lawyers® Rising Star for 2018-2021 in the area of Tax law, Bailey regularly advocates for clients in the state courts and administrative tribunals of Kentucky, Ohio and Indiana, as well as the United States Tax Court. Her expertise encompasses income tax, sales tax, property tax, trust and estate tax and excise tax, and she advises clients in the manufacturing, retail, tobacco and alcohol industries, as well as many others. She also assists clients with their tax planning and compliance needs. Bailey also has experience advising individuals, corporations, or owners of captive insurance companies who have been selected for audit. She assists these taxpayers in resolving their cases at audit, with IRS Appeals, or in the United States Tax Court. Bailey serves as General Counsel for the Kentucky Democratic Party. She formerly served on the Board of Louisville Girls Leadership, is a 2016 graduate of Leadership Louisville's Ignite Louisville Program, and is a 2015 graduate of Emerge Kentucky.949b9607-ba5b-4517-897a-51fa8b842f5bP. Bruce Wright, Esq., JD,CPCUspeakerP. Bruce Wright is Senior Counsel at Eversheds Sutherland (US) LLP and is involved in tax and insurance regulatory issues including representation of P&C insurers, formation of captives, RRGs, creation of various alternative risk mechanisms, formation of commercial offshore privately and publicly held entities and the development of structured financial products. Mr. Wright also holds the CPCU designation and speaks regularly at captive industry conferences.ed4ec94a-058d-4eef-bfc8-b142bb8be81924. Using Group Captives to Maximize Long-Term Care Solutions2022-08-10T00:00:00-04:001:30pm74fbd436-d502-423d-b6c2-215f7d14ff5fKarin J. Landry, ACI, CEBS, CLTCspeakerKarin Landry, CEBS, ACI, CLTC, Managing Partner of Spring Consulting Group, is an award-winning consultant with over 25 years of experience in insurance, health care, risk financing, retirement and benefits and holds eight patents in insurance. She is passionate about the need to adapt to the rapidly changing healthcare industry and landscape, rather than settling for the status quo.dfeba907-6374-4a2f-b15e-71388ca46b0325. Discussion group: How Communication Changes Your Career2022-08-10T00:00:00-04:001:30pma7511815-e3bf-4f8d-95d9-c772cb2a8050Brittany NevinsspeakerAs Captive Insurance Economic Development Director, Brittany is responsible for the marketing and business development of Vermont’s captive insurance industry, working closely with the Department of Financial Regulation and Vermont Captive Insurance Association to strengthen the state’s reputation as the premier onshore captive insurance domicile. Within state government, Brittany advises Vermont’s Governor and Secretary of Commerce on new captive insurance legislation and policy recommendations to assure a beneficial business environment for expansion and relocation within the state. She also works closely with Vermont’s congressional delegation, monitoring policy pertaining to the regulation of captive insurance and related financial services industries. Brittany understands regulatory systems and processes through her time with the State of Texas as a Policy Specialist for Long Term Care Regulatory Services. She received a MA in Sustainable Development with a concentration in Policy Advocacy & Analysis from SIT Graduate Institute and a BA in Political Science from the University of Vermont.f3d084b7-3435-421c-92d3-6d12552318e7Claire RichardsonspeakerClaire interned with the Hylant Global Captive Solutions team before joining full-time in June 2021 as a Captive Consultant. She works on feasibility studies & presentations, creating executive summaries, forming domicile analyses, and client-specific data analysis to provide the best service and value to clients of any size and industry looking to alternative risk transfer solutions. Claire’s expertise continues to grow through her involvement in the captive industry as she is a part of the conference planning committees for the North Carolina Captive Insurance Association (NCCIA) and the Vermont Captive Insurance Association (VCIA). Claire also serves on subcommittees of Captive Insurance Companies Association’s (CICA) NEXTGen and AmplifyWomen initiatives, empowering young & diverse talent.d0ae9336-c29e-49a2-acc9-ede07806197a26. Captive Owners' Forum (for captive owners only)*2022-08-10T00:00:00-04:001:30pmc24b562c-a1a8-462d-991f-4b7e6c500ecbMr. Daniel Belbustispeakerb6c959fc-c3a7-422d-9f88-99df7e294d50Gail NewmanspeakerAs the Vice President of Risk Management for Bright Horizons Family Solutions, Gail Newman continuously strives to innovate risk management strategies and evolve efficiencies in business practices to support the company’s global approach to Enterprise Risk Management. Gail is a seasoned leader with more than 20 years of management experience in the disciplines of financial and operations management, six sigma/business process improvement, leading internal audit organizations as well as insurance and captive management. Passionate about finding synergies in business and her community, Gail is actively involved with volunteering with the Bright Horizons Foundation for Children, supporting the Vermont Captive Insurance Association, serving as a Board Member of the Bunker Hill Community College Foundation, and supporting sustainable gardening and farming efforts in her hometown. Beyond her “day job,” Gail has been active in the Fitness and Wellness industry for over two decades. She currently teaches a variety of fitness classes and is a licensed trainer and nutrition coach.956f8cda-e5d3-4d99-b41c-868adb3828d227. Impact of Climate Change on Captives2022-08-10T00:00:00-04:002:45pmbed4e6dd-5276-4e00-b629-39313cca4525Heather GagnonspeakerHeather Gagnon is a Senior Manager in Crowe’s Consulting Insurance practice. She specializes in the insurance industry and has been servicing clients for over 15 years. Heather’s experience includes external audit, internal audit, and other various consulting projects within the insurance industry. Recently, Heather has engaged in ESG and specifically climate change and the impacts to the insurance industry. She works with the internal ESG Solution Team as well as UK colleagues to stay actively involved in the fast-pace changing environment. Heather’s combined experiences has positioned her as a leader within the practice and the market. She is responsible for all aspects of client projects and is particularly focused on building collaborative working relationships with client teams. When not serving clients, Heather plays an active role in the DE&I Steering Committee for the Consulting Business Unit as well as an active participant in Woman Leading at Crowe initiative.00c557be-b330-4585-8e2e-0a57aaf96b97Troy LePagespeakerAs chief financial officer and treasurer of HAI Group, Troy LePage is responsible for the strategic and operational oversight of finance, information technology, cybersecurity, data analytics, and reinsurance for the organization, which he joined in 2017. Prior to his current role, Troy held senior-level positions, including director of enterprise compliance and chief compliance officer, within HAI Group, and has served on the Executive Management Team since 2018. Before that, Troy was a senior manager at Deloitte LLP, where he worked with a variety of clients, with a particular focus on the insurance industry. Troy is a Certified Public Accountant in the state of Connecticut, as well as a member of the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA). Troy maintains his Property and Casualty Insurance Producer and Surplus Lines Broker licenses. He holds both a master's and a bachelor's degree in accounting from the University of Connecticut.d8f34dc6-acc5-4940-8320-a2fe87471c27David F. Provost, CFEspeakerMr. Provost is Deputy Commissioner of Vermont’s Captive Insurance Division; responsible for the regulation of captive insurance companies and risk retention groups. He has been with the Division since 2001 and was appointed Deputy in 2008. Mr. Provost has 30 years of experience in captive insurance in both the private and government sectors. His prior experience includes work in the captive insurance arms of Johnson & Higgins, Sedgwick, and AIG, and he served as Treasurer of the Vermont Captive Insurance Association. A lifelong Vermonter, Mr. Provost is a Certified Financial Examiner, and a member of the Society of Financial Examiners.6506ded7-0ad9-4afc-a41d-b301c762d065Daniel Youngsspeakere733c999-54ff-4cd1-8a9c-f14ef886357a28. Insurtech Captives - Unique Opportunities, Unique Challenges2022-08-10T00:00:00-04:002:45pm6dcec121-2fce-4e40-9d14-0b00986f53e6Trent CooksleyspeakerTrent Cooksley is co-founder and COO of Cowbell Cyber. He is responsible for the strategic direction of Cowbell’s insurance operations and has built the company’s innovative cyber insurance portfolio along with its wide distribution network. As an insurance executive and three-time startup co-founder, Cooksley has held executive and investor roles in all stages of an insurance company's growth. Prior to Cowbell, he was Head of Open Innovation for Markel Corporation and Managing Director of Markel Digital, bringing to market numerous innovations such as the first pay-as-you-go insurance technology solution.6e06617f-9e4d-4e0e-bee8-3811f3f29679Mary Desranleau, CPAspeakerMary Desranleau heads the Vermont captive management office of Artex specializing in captives and alternative risk financing solutions. She has extensive experience with a wide variety of captive companies, including single parent, sponsored, cell, and agency captives. She oversees captive program design, management, financial, and regulatory functions for captives. She is a certified public accountant, Chartered Global Management Accountant, and has her ARM designation with over 30 years of experience in accounting of which 19 have been in captive management.3ce93dd0-22a0-4838-a267-9476a25b9159Joseph T. HolahanspeakerJoe Holahan is a partner with Morris, Manning & Martin, LLP and a member of the firm’s Insurance and Reinsurance Group. His practice focuses on insurance regulatory, corporate and transactional matters, with an emphasis on the development and maintenance of captive insurance programs. Morris, Manning & Martin, LLP is a full-service law firm with over 200 attorneys. The firm is well known for its insurance and reinsurance practice. Joe is a board member and currently President of the Captive Insurance Council of the District of Columbia. He also is a board member and instructor for the International Center for Captive Insurance Education and a past Chair of the Vermont Captive Insurance Association Legislative Committee.6e1f6504-c771-48f9-b710-ff810f922ec7Jason SearsspeakerJason Sears is Executive Vice President and Head of Programs at Palomar holdings. He is responsible for Palomar’s Program, Fronting and Assumed Reinsurance operations. Mr. Sears began his career with Mutual Risk Management, setting up alternative risk vehicles for middle market insureds. He has held company positions at QBE and American Safety as well as executive positions at two MGA’s–Dual Commercial and Rivington Partners. Mr. Sears has served on the Board of a Risk Retention Group, Oxyx Insurance Company, an RRG, as well as several charitable boards. He is a graduate of Swarthmore College.c0bd3d83-7157-4341-ba71-524cb12cde1d29. Separate Accounts Case Study - County Reinsurance2022-08-10T00:00:00-04:002:45pmca179abe-0b9f-4a36-9e74-dca1e8678facRandall L. Wachsmann, Esq.speakerRandy Wachsmann is of counsel to the law firm of Primmer Piper Eggleston & Cramer PC. He concentrates in the areas of financial services, commercial transactions, regulatory compliance, and general corporate matters. Randy’s practice is largely focused on the formation and operation of captive insurance companies. He has significant experience working with reciprocal insurers and other group captives and has represented captive insurance companies in various transactions including redomestications, conversions, mergers and the transfer of liabilities. Randy graduated from the University of Northern Colorado in 1994 and from Northeastern University School of Law in 2001.cd52f9a5-f1ae-4c75-9b8b-10765cf7f4f8Mr. Brent M WellsspeakerBrent Wells serves as the Director of Operations for County Reinsurance, Limited (CRL). His role focuses on underwriting and financial administration for the group captive, which provides property, liability, cyber, and workers' compensation reinsurance for county pools across the country. He's been with CRL for 14 years. Prior to CRL, Brent did personal lines property adjusting. He has a BA in Risk Management and Insurance from Appalachian State and a MBA degree from University of North Carolina Greensboro.a983ea1b-6b0b-4b04-a450-790ffd643105Derick White, CPAspeakerDerick White, President, Strategic Risk Solutions (Vt), Ltd. Derick is responsible for the oversight of SRS’ clients and staff in Vermont and the eastern United States. Derick has been in captive insurance since 1989. Prior to joining SRS, Derick was the Director of Captive Insurance for the Vermont Department of Banking, Insurance, Securities & Health Care Administration. There he was responsible for the administration and regulation of captive insurance companies including risk retention groups. He has reviewed over 550 captive formations including approximately 100 RRG applications for licensure by the Department. Derick was an integral part of updating Vermont’s statutes to allow for captive insurers. He was key in establishing procedures and reporting requirements for captives in Vermont and assisted other states including New York when their statutes were also amended. Derick was also an active member of many committees at the NAIC including the Risk Retention Group Handbook Working Group, the RRG Corporate Governance Task Force and the RRG (E) Task Force. He is also past President of the Society of Financial Examiners. Derick received his BA in Economics from the University of Vermont and is a Certified Public Accountant and a Certified Financial Examiner.df6a0c83-4d03-492c-ba94-7b5f8e322fa430. Discussion Group: Bringing Services Into Your Captive2022-08-10T00:00:00-04:002:45pmb9b6ec58-f33f-413f-9dcb-365b7f5f7a08Julie BordospeakerJulie is the CEO and President of PCH, providing liability insurance to over 2,800 long term care facilities in 47 states. A former litigator and current business consultant, Julie uses a wide lens to address the unique demands of running a risk retention group. Julie also chaired the National Risk Retention Association Conference in 2018 and 2019. She values innovation, has advocated in Washington on behalf of the captive industry, and speaks passionately on a range of important topics to the industry. She was named to Captive Review’s 2020 and 2021 Power 50.10dd6e05-0f3e-4625-a902-f2163b6614f2Chris HeckmanspeakerChris Heckman joined MCIC Vermont in March 2020 as the Chief Risk Officer. He helps provide strategic direction for the company and leads the underwriting, actuarial, reinsurance, and data analytics functions. MCIC is the sixth largest writer of medical professional liability and one of the largest reciprocal risk retention groups in the country. Prior to joining MCIC, Mr. Heckman was the VP of Hospitals and Alternative Risk at CNA, one of the largest writers of professional liability within the hospital segment. Mr. Heckman has also held underwriting roles at Zurich and COPIC, as well as brokerage responsibilities at Kahl Insurance Services. His career has been dedicated to the healthcare professional liability space serving hospitals, physicians, and other medical professionals. Mr. Heckman holds numerous industry accreditations including Chartered Property Casualty Underwriter (CPCU), Associate in Claims (AIC), Associate in Risk Management (ARM), Associate in Reinsurance (ARe), Associate Surplus Lines Insurance (ASLI) and Associate in General Insurance (AINS).c6da732a-3d20-485a-b66e-6e226f1e1ad231. Special Event: Hot Topics with Dave Provost2022-08-11T00:00:00-04:008:30am06a3c581-2e53-4b0e-9863-f363ab9a07e9Sandra A. Bigglestone, APIR, CPAspeakerAs Director of Captive Insurance, Sandy manages Vermont’s captive regulatory operations, licensing and monitoring the financial condition of captive insurers domiciled in Vermont. With 24 years of experience, Sandy serves as a principal staff member to the Deputy Commissioner of Captive Insurance. Sandy is a Certified Public Accountant, Certified Financial Examiner, a Certified Public Manager with the State of Vermont, and earned an Associate Professional in Insurance Regulation designation from the National Association of Insurance Commissioners. In 2018, Sandy was a recipient of the Women to Watch Award for her leadership, expertise, and accomplishments in the captive insurance industry. Presented by Business Insurance, Sandy is the first Vermonter and only insurance regulator to have received this prestigious award. The 2020 Captive Review Power 50, which recognizes the most influential professionals in the global captive insurance industry, named Sandy at #17.5caf7260-3a36-4537-9db0-5c8b9ec26ac0Mark Falloon, CPAspeakerMark Falloon assumed responsibility as a Principal Vice President and Manager of Risk Management in April 2020, he is also the President of BLC Insurance Ltd., Bechtel’s Captive formed in 2016. He joined Bechtel Corporation as the Project Risk Manager for the Oil Gas and Chemicals Global Business in 2007. In 2012 he took on responsibility for Corporate Risk Financing for Bechtel Worldwide. During his tenure in Oil and Gas he oversaw Project Risk management for such Mega Projects as Queensland Curtis LNG, Gladstone LNG, Australia Pacific LNG, Wheatstone LNG and Motiva Crude Expansion to name a few. Prior to joining Bechtel Mark held various positions in Risk Management for Hoechst, Sanofi Aventis and Celanese where he was Corporate Risk Manager. He holds a B.S in Accounting from the University of Scranton and a Masters in Science of Risk Management from NYU.1b2cb244-3313-4c70-9920-d189af582073David F. Provost, CFEspeakerMr. Provost is Deputy Commissioner of the Captive Insurance Division of the Vermont Department of Financial Regulation. He is responsible for the administration and regulation of captive insurance companies and risk retention groups. He has been with the Division since 2001 and was appointed Deputy effective June 1, 2008. Mr. Provost has a total of 20 years in the captive insurance field in both the private and regulatory arenas. He has handled client services, accounting, systems management, marketing, and captive formation for the captive insurance management arms of AIG, Sedgwick, and Johnson and Higgins. He has served as Treasurer of the Vermont Captive Insurance Association and has been energetically involved in the captive industry. Mr. Provost is a Certified Financial Examiner, and a graduate of Champlain College and the University of Vermont.6bc01ff1-c1fc-4035-94af-75f206538ac5Jeffrey Tuckerspeakerb494fe1e-0b06-410f-afff-eec9b626b93932. Cyber Solutions2022-08-11T00:00:00-04:009:45ameea2f3b9-a55e-4de5-99de-95356ccfceeaLisa BeggspeakerLisa Begg is the Director of Corporate Risk Management for United States Steel Corporation (“U. S. Steel”), responsible for coordinating the placement of insurance for the corporation and its subsidiaries. She is also the President of U. S. Steel’s captive insurance company, Grant Assurance Corporation. Lisa began her twenty-nine-year career at U. S. Steel as a Tax Attorney in the U. S. Steel Tax Department. During the next sixteen years, she advanced her career in the Treasury and Corporate Finance Department through a series of roles increasing her responsibility and leadership skills. In 2008, she was appointed Manager – Risk Management and in 2013 advanced to her current position. She has a bachelor’s degree in political science and earned her Juris Doctorate at Duquesne University in Pittsburgh.72f1f351-fe6d-4455-aa47-915611a8f352Mr. Fred E. KarlinskyspeakerFred Karlinsky is a Shareholder and Co-Chair of Greenberg Traurig’s Insurance Regulatory and Transactions Practice Group. Fred has nearly 30 years of experience representing the interests of insurers, reinsurers and a wide variety of other insurance-related entities. He is a recognized authority on national insurance regulatory and compliance issues and has taken a leadership position in many insurance trade organizations. In addition to his role with Greenberg Traurig, Fred has been an Adjunct Professor of Law at Florida State University College of Law since 2008, where he teaches a course on Insurance Law and Risk Management. Fred currently chairs the Florida Supreme Court Judicial Nominating Commission, which he has served on since 2014.1197f5e5-4cd7-4c40-8ac8-5c7561b8650fMr. Robert A Parisi, Jr.speakerRobert Parisi is Head of Cyber Solutions-North America for Munich Re F&C (Facultative & Corporate). Prior to joining Munich Re, Robert was with Marsh for 15 years serving as Managing Director and Cyber Product Leader; his responsibilities included advising clients on issues related to intellectual property, technology, privacy, and cyber risks as well as negotiating with carriers on terms and conditions. In 1998 Robert joined AIG as legal counsel for its Professional Liability group and held several executive and legal positions, including CUO for Professional Liability and Technology. In his last role at AIG, Robert was the Senior Vice President and Chief Underwriting Officer (CUO) of eBusiness Risk Solutions at AIG. While at AIG, Robert oversaw the creation and drafting of underwriting guidelines and policies for all lines of Professional Liability, including some of the first cyber insurance policies. Robert was also instrumental in the development of specialty reinsurance to address aggregation of risk issues inherent in cyber, privacy and technology insurance. In addition to working with AIG, Robert has also been in private practice, principally as legal counsel to various Lloyds of London syndicates. He’s been recognized by Business Insurance as a Rising Star, has published articles on professional liability, and has presented at various forums through the world. He earned his BA and JD at Fordham University.c5c6cc91-49a3-4ac8-9877-785430669fa233. An Advanced Take on Medical Stop-Loss2022-08-11T00:00:00-04:009:45am1ab605fe-e2c8-46e9-abff-8c340bc1042fTracy Hassett, SPHRspeakerTracy Hassett, SPHR, became President and CEO of Educators Health, LLC, on September 1, 2015. For more than 20 years, Ms. Hassett has served as a senior human resources executive and leader in multiple industry settings, most recently serving 17 years as Vice President of Human Resources at Worcester Polytechnic Institute in Worcester, MA. Ms. Hassett played a key role in the launch of edHEALTH, a unique entity, a first of its kind consortium of colleges and universities, with the mission of reducing health care costs while enhancing consumer knowledge of options, plan design, disease management, and wellness programs. Ms. Hassett, the first employee of edHEALTH, provides strategy, vision, and leadership to guide growth of the organization, along with responsibility for the day-to-day operations. Ms. Hassett is an alumna of Roger Williams University in Bristol, RI, and lives in Barrington, RI, with her husband and their two labs.ced39684-54e1-4d0f-b7cc-7085ca9ba0a7Prabal LakhanpalspeakerPrabal Lakhanpal, MBA, ACI is a Vice President and leads many of the firm’s most advanced client projects, with a focus on employee benefits, captive insurance and alternative risk funding. He drives the strategic and innovative thinking processes and serves as the project lead for some of the country’s largest employers. Prior to joining Spring, Prabal was working in various finance and operational roles across the globe. In 2019, Prabal won the Emerging Talent award for Service Professionals from Captive Review. He was the 2020 winner of Employee Benefit Adviser’s Rising Star Award and was recognized by Business Insurance for their 2020 Breakout Awards. In 2021 he was recognized as a Rising Star by Insurance Business of America for continuing to push the industry forward. Prabal has his MBA from Babson College and has received the Associates in Captive Insurance (ACI) certification.192744d0-3ba9-4d78-8ddb-511c0295a302David A. White, CPAspeakerDavid joined AIG in 2001 and is Vice President of their U.S. Captive Management Services group headquartered in Burlington, Vermont. David leads by managing the professional staff that provide day to day management services to captive insurance clients. David serves as a Director and/or Officer of various captive insurance companies. David’s experience includes various types of group captives including Reciprocals, RRGs, cell captives, and single parent captives. David also provides services for the feasibility, structuring, and formation of new captives. Prior to joining AIG, David was in public accounting at KPMG’s audit practice involved in various industries including captive insurance and non-profits in higher education as well as State government. David is a graduate of Saint Michael’s College, with Bachelor degrees in Business and Accounting. David is a member of the American Institute of Certified Public Accountants and the Vermont Society of CPAs. He also earned the Associate in Captive Insurance (ACI) designation from the International Center for Captive Insurance Education as well as the Associate in Risk Management (ARM) designation from The Institutes. He participates in and is a former Chair of the Vermont Captive Insurance Association’s Legislative Committee.78e58b73-6e8a-4a91-affc-26236f5fecdc34. Insights into Ethical Leadership2022-08-11T00:00:00-04:0011:00am2a233967-08ca-4d3e-9546-0cf82df78383Andrew R. Baillie, FIRM, AMCT, FCIIspeaker339483ca-8fcd-41ad-b1d0-e940cef125b0R. Ryan Gadapee, Esq.speakerf4488e76-c440-49e1-b4fa-103b00c3913cMichael Kennedy, Esq.speakerAs Bar Counsel, my principal role is to lend guidance to lawyers on how to comply with Vermont Rules of Professional Conduct, aka "the ethics rules." I've been doing so since 2012. Prior to that, I spent 12 years as a State's disciplinary prosecutor. I grew up in Vermont, graduated from UVM, and went to George Washington University Law School. I'm a former president of the Vermont Bar Association, former high school basketball coach, and I love to run. Big fan of the Red Sox and Steelers.4789366f-b17c-4bfd-bdcb-d7e17e5feb5235. Discussion Group: The Convergence of Crises – Covid-19 and Ransomware2022-08-11T00:00:00-04:0011:00am5f7104ff-fc50-4a6b-bc9b-567a17357cbdJan Fergusonspeakera3371699-e2d7-42f1-b044-52d6e2beb58836. Special Event: Closing Luncheon with Admiral Michelle Howard2022-08-11T00:00:00-04:0012:00pm9d41dc3d-efd5-465f-8ae3-f394e8516682Michelle HowardspeakerA ground-breaking leader during her 35-year career in the U.S. Navy, Michelle Howard was the first woman to achieve the rank of four-star admiral and the first woman to be appointed to the position of vice chief of naval operations (the second highest rank in the Navy). She was also the first African-American woman to reach the rank of three-star and four stars in any branch of the U.S. Armed Forces and the first African-American woman to command a ship in the Navy. A veteran of operations that included NATO peacekeeping, Indonesia tsunami relief, Desert Storm and Iraqi Freedom. Admiral Howard is a former visiting professor at the Elliott School of International Affairs at George Washington University, where she focused on the cyber domain and associated issues in strategy and policy. The appointment highlighted a distinguished career in national defense within the areas of operations, readiness, and strategic planning. Admiral Howard led Sailors and Marines multiple times in her career as the commander of a ship, an expeditionary task force and a naval theater. This culminated in her final post as Commander, U.S. Naval Forces Europe and U.S. Naval Forces Africa, in which she simultaneously led NATO’s Allied Joint Force Command Naples with oversight of missions from the Western Balkans to Iraq. Admiral Howard is a graduate of the U.S. Naval Academy and the U.S. Army Command and General Staff College. She is the first woman graduate of the U.S. Naval Academy to become an admiral.536e9434-498a-49d3-bcc6-1173f6c97419Advantage Insurance Management (USA) LLC8c3d0b0e-63b4-4dba-8006-54f97613e360AM Best13f0a62d-8ad0-42a5-852d-8f0b0efde704Amethyst Captive Insurance Solutions, Inc.8cffb766-62e9-44d4-9887-747cdd26966aAXA XL, a division of AXA76e2c260-2e72-48bb-8e50-dc3e1a355074Chubb9f3bbfbe-0806-42e7-a095-3c8dcda81beeDowns Rachlin Martin PLLC867c6fb4-b5f2-448f-ab80-1224492b0406Great American Insurance Company06aeb862-cb17-4b1c-ab34-c7fdddee6c8eHylant Global Captive Solutions717f6fee-4cd4-4118-b10e-8162fdb437c0Johnson Lambert LLPe14fb78b-ab30-4e2b-9513-b681882d1800Liberty Mutual Insurance718546d0-5077-432c-ac00-8051be65afc6M&T Bankd7844efa-5deb-4fe9-91b7-15b2da1f405cMarsh Captive Solutionse801d8c0-fb73-4fdf-b076-7b12aeffa37dMilliman, Inc.5da10f4a-9a75-4dd2-9698-c2e8063210fdOld Republic6f810f5d-d74a-487e-95cf-cb660ef9b1f9Opus Investment Managementb88b07c0-437d-49a3-9960-ddbbee8ec539Paul Frank + Collins P.C.454d295f-7cdf-4639-956a-4d845a0c95f1Performa23eb667f-5c2d-4ad1-a1cb-1cd1ad5b6d07Pinnacle Actuarial Resources, Inc.b5fdee39-72ab-4133-afa3-49159e0b19e4Primmer Piper Eggleston & Cramer PC4fd4ad9a-3a36-4d22-b706-46f5a3884198Sedgwick Claims Management Servicesc25c7cf4-0e98-4159-aa1c-9b04bae99bd5State of Vermont, Department of Economic Development124a0007-bff2-4f3a-bdcf-6b03f5645a66The Hartford Captive Programs50c25381-6328-40e9-908b-78c967a2692fWillis Towers Watson

39bfe855-51f9-4111-9996-77abae4547752022 VCIA Annual Golf Tournament98fa7cf0-26ce-4b43-8427-297156eb29c8<div><bgsound cep="0"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;mso-fareast-font-family: "Times New Roman";color:black;background:white">Join us at the Vermont National Country Club, home to an 18-hole Jack Nicklaus Signature Design championship course. Enjoy the Vermont landscape, perfect your swing, and network with your captive colleagues! </span><span style="font-size:10.0pt;font-family:"Arial",sans-serif; mso-fareast-font-family:"Times New Roman";color:#222222;background:white">Registration is from 7:30-8:15am and tee times start at 8:30am. Please contact Megan if you would like to request a foursome or have any questions about the event - <u><a href="mailto:megan@vcia.com"><span style="color:blue">megan@vcia.com</span></a></u> or (802) 658-8242 ext. 109. </span><span style="font-size:12.0pt;font-family: "Times New Roman",serif;mso-fareast-font-family:"Times New Roman""> </span> </div><div> </div><div> </div><font face="Arial" color="black"><div><i><b> </b></i></div><div> <b style="font-size: 10pt;">Where:               </b><span style="font-size: 10pt;">Vermont National Country Club</span></div><div>                            <span style="font-family: Arial; font-size: 10pt;">1227 Dorset Street</span></div><div>                            <span style="font-family: Arial; font-size: 10pt;">South Burlington, VT 05403</span></div><div> </div><div><span style="font-family: Arial; font-size: 10pt;"><b>Date:                     </b>August 9, 2022<br></span></div><div><b> </b></div><div> </div><div><span style="font-family: Arial; font-size: 10pt;"><b>Time:                     </b></span><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW150904843 BCX2" lang="EN-US"><span class="NormalTextRun SCXW150904843 BCX2"></span><span class="NormalTextRun SCXW150904843 BCX2">7:30 am registration opens, 8:15 am registration closes, start</span><span class="NormalTextRun SCXW150904843 BCX2"> </span><span class="NormalTextRun SCXW150904843 BCX2">8:30 </span><span class="NormalTextRun SCXW150904843 BCX2">am</span></span><span class="EOP SCXW150904843 BCX2" style="font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; color: rgb(0, 0, 0);" data-ccp-props="{"201341983":0,"335559739":160,"335559740":240}"> <i>(sharp)</i><br></span></div><div>                           </div><div> <br></div></font><div id="WACViewPanel_ClipboardElement" class="WACEditing EditMode EditingSurfaceBody FireFox WACViewPanel_DisableLegacyKeyCodeAndCharCode usehover" spellcheck="false" style="overflow: hidden; visibility: visible; direction: ltr;" tabindex="0" contenteditable="false"><div class="OutlineElement Ltr SCXW103397378 BCX2" style="direction: ltr;"><p class="Paragraph SCXW103397378 BCX2" style="font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; margin-left: 0px; margin-right: 0px; padding-left: 0px; padding-right: 0px; text-indent: 0px;"><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; font-weight: bold;" data-contrast="none" class="TextRun SCXW103397378 BCX2" lang="EN-US"><span class="NormalTextRun SCXW103397378 BCX2">Tournament Format:</span></span><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW103397378 BCX2" lang="EN-US"><span class="NormalTextRun SCXW103397378 BCX2"> </span></span><span class="EOP SCXW103397378 BCX2" style="font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; color: rgb(0, 0, 0);" data-ccp-props="{"201341983":0,"335559739":160,"335559740":240}"> </span></p></div><div class="OutlineElement Ltr SCXW103397378 BCX2" style="direction: ltr;"><p class="Paragraph SCXW103397378 BCX2" style="font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; margin-left: 0px; margin-right: 0px; padding-left: 0px; padding-right: 0px; text-indent: 0px;"><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 17.2667px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW103397378 BCX2" lang="EN-US"><span class="NormalTextRun SCXW103397378 BCX2"><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 17.2667px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW117840524 BCX2" lang="EN-US"><span class="NormalTextRun SCXW117840524 BCX2">N</span></span>etwork with colleagues at one of Vermont's most scenic courses! First come, first serve; limit 129 </span><span class="NormalTextRun SCXW103397378 BCX2">participants. The</span><span class="NormalTextRun SCXW103397378 BCX2"> competition will be an 18-hole scramble </span><span class="NormalTextRun SCXW103397378 BCX2">format with prizes aw</span><span class="NormalTextRun SCXW103397378 BCX2">arded to the</span></span><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 17.2667px; font-family: "Helvetica", "Helvetica_EmbeddedFont", "Helvetica_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW103397378 BCX2" lang="EN-US"><span class="NormalTextRun SCXW103397378 BCX2"> top two teams in each gross and net category</span></span><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 17.2667px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW103397378 BCX2" lang="EN-US"><span class="NormalTextRun SCXW103397378 BCX2"> after the round. </span><span class="NormalTextRun SCXW103397378 BCX2"> Achievements including closest to the pin and longest drive will be recognized. A</span><span class="NormalTextRun SCXW103397378 BCX2">wards</span><span class="NormalTextRun SCXW103397378 BCX2"> will be presented at the Club House after the tournament. Golfing attire is required - shirt with collar and soft spikes.</span></span><span class="EOP SCXW103397378 BCX2" style="font-size: 10pt; line-height: 17.2667px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; color: rgb(0, 0, 0);" data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> <br></span></p></div></div><div id="WACViewPanel_ClipboardElement" class="WACEditing EditMode EditingSurfaceBody FireFox WACViewPanel_DisableLegacyKeyCodeAndCharCode usehover" spellcheck="false" style="overflow: hidden; visibility: visible; direction: ltr;" tabindex="0" contenteditable="false"><div class="OutlineElement Ltr SCXW64035926 BCX2" style="direction: ltr;"><p class="Paragraph SCXW64035926 BCX2" style="font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; margin-left: 0px; margin-right: 0px; padding-left: 0px; padding-right: 0px; text-indent: 0px;"><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; font-weight: bold;" data-contrast="none" class="TextRun SCXW64035926 BCX2" lang="EN-US"><span class="NormalTextRun SCXW64035926 BCX2">Package & Club Rentals: </span></span><span class="EOP SCXW64035926 BCX2" style="font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; color: rgb(0, 0, 0);" data-ccp-props="{"201341983":0,"335559739":160,"335559740":240}"> </span></p></div><div class="OutlineElement Ltr SCXW64035926 BCX2" style="direction: ltr;"><p class="Paragraph SCXW64035926 BCX2" style="font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; margin-left: 0px; margin-right: 0px; padding-left: 0px; padding-right: 0px; text-indent: 0px;"><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW64035926 BCX2" lang="EN-US"><span class="NormalTextRun SCXW64035926 BCX2">Package includes greens fee, cart, golf prize giveaway, box lunch, and beverages. Club rentals are available at additional cost for the golf tournament. </span><span class="NormalTextRun SCXW64035926 BCX2">All rental inquiries should be directed to </span><span class="NormalTextRun SCXW64035926 BCX2">Peter </span><span class="NormalTextRun SpellingErrorV2 SCXW64035926 BCX2">Scimgeor</span><span class="NormalTextRun SCXW64035926 BCX2">  </span></span><a class="Hyperlink SCXW64035926 BCX2" style="text-decoration: none; color: inherit;" href="mailto:peters@vermongnational.com" href_cetemp="mailto:peters@vermongnational.com" target="_blank" rel="noreferrer noopener"><span style="color: rgb(0, 112, 192); font-size: 10pt; text-decoration: underline; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun Underlined SCXW64035926 BCX2" lang="EN-US"><span class="NormalTextRun SCXW64035926 BCX2" data-ccp-charstyle="Hyperlink">peters@vermongnational.com</span></span></a><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW64035926 BCX2" lang="EN-US"><span class="NormalTextRun SCXW64035926 BCX2"> as soon as possible, quantities are limited</span><span class="NormalTextRun SCXW64035926 BCX2">.</span></span><span class="EOP SCXW64035926 BCX2" style="font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; color: rgb(0, 0, 0);" data-ccp-props="{"201341983":0,"335559739":160,"335559740":240}"> <br></span></p></div><div class="OutlineElement Ltr SCXW64035926 BCX2" style="direction: ltr;"><p class="Paragraph SCXW64035926 BCX2" style="font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; margin-left: 0px; margin-right: 0px; padding-left: 0px; padding-right: 0px; text-indent: 0px;"><span style="color: rgb(0, 0, 0); font-size: 10pt; font-style: italic; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW64035926 BCX2" lang="EN-US"><span class="NormalTextRun SCXW64035926 BCX2">*PLEASE NOTE</span></span><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW64035926 BCX2" lang="EN-US"><span class="NormalTextRun SCXW64035926 BCX2">: Golf shirt sizes for registrations after 7/1 are not guaranteed. Golf shirt availability for registrations the last two weeks before the conference is not guaranteed.</span></span><span class="EOP SCXW64035926 BCX2" style="font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; color: rgb(0, 0, 0);" data-ccp-props="{"201341983":0,"335559739":160,"335559740":240}"> <br></span></p></div></div><font face="Arial"><div> </div><div><span style="font-family: Arial; font-size: 10pt;"><b>Fees: </b></span></div><div>   </div></font><div id="WACViewPanel_ClipboardElement" class="WACEditing EditMode EditingSurfaceBody FireFox WACViewPanel_DisableLegacyKeyCodeAndCharCode usehover" spellcheck="false" style="overflow: hidden; visibility: visible; direction: ltr;" tabindex="0" contenteditable="false"><div class="OutlineElement Ltr SCXW135523527 BCX2" style="direction: ltr;"><p class="Paragraph SCXW135523527 BCX2" style="font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; margin-left: 0px; margin-right: 0px; padding-left: 0px; padding-right: 0px; text-indent: 0px;"><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; font-weight: bold;" data-contrast="none" class="TextRun SCXW135523527 BCX2" lang="EN-US"><span class="NormalTextRun SCXW135523527 BCX2">VCIA Members: </span></span><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW135523527 BCX2" lang="EN-US"><span class="NormalTextRun SCXW135523527 BCX2">$</span><span class="NormalTextRun SCXW135523527 BCX2">220</span><span class="NormalTextRun SCXW135523527 BCX2"> per individual entry paid through June </span><span class="NormalTextRun SCXW135523527 BCX2">30</span><span class="NormalTextRun SCXW135523527 BCX2">, </span><span class="NormalTextRun SCXW135523527 BCX2">20</span><span class="NormalTextRun SCXW135523527 BCX2">22</span><span class="NormalTextRun SCXW135523527 BCX2"> or $2</span><span class="NormalTextRun SCXW135523527 BCX2">45</span><span class="NormalTextRun SCXW135523527 BCX2"> per individual after June </span><span class="NormalTextRun SCXW135523527 BCX2">30</span><span class="NormalTextRun SCXW135523527 BCX2">, 20</span><span class="NormalTextRun SCXW135523527 BCX2">22</span><span class="NormalTextRun SCXW135523527 BCX2">. $</span><span class="NormalTextRun SCXW135523527 BCX2">880</span><span class="NormalTextRun SCXW135523527 BCX2"> per</span><span class="NormalTextRun SCXW135523527 BCX2"> </span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2 SCXW135523527 BCX2">four person</span><span class="NormalTextRun SCXW135523527 BCX2"> team paid through June </span><span class="NormalTextRun SCXW135523527 BCX2">30</span><span class="NormalTextRun SCXW135523527 BCX2">, 20</span><span class="NormalTextRun SCXW135523527 BCX2">22</span><span class="NormalTextRun SCXW135523527 BCX2"> or $</span><span class="NormalTextRun SCXW135523527 BCX2">980</span><span class="NormalTextRun SCXW135523527 BCX2"> after June </span><span class="NormalTextRun SCXW135523527 BCX2">30</span><span class="NormalTextRun SCXW135523527 BCX2">, 20</span><span class="NormalTextRun SCXW135523527 BCX2">22</span><span class="NormalTextRun SCXW135523527 BCX2">.</span></span><span class="EOP SCXW135523527 BCX2" style="font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; color: rgb(0, 0, 0);" data-ccp-props="{"201341983":0,"335559739":160,"335559740":240}"> </span><span class="EOP SCXW135523527 BCX2" style="font-size: 13.5pt; line-height: 21px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; color: rgb(0, 0, 0);" data-ccp-props="{"201341983":0,"335559739":160,"335559740":240}"> <br></span></p></div><div class="OutlineElement Ltr SCXW135523527 BCX2" style="direction: ltr;"><p class="Paragraph SCXW135523527 BCX2" style="font-weight: normal; font-style: normal; vertical-align: baseline; background-color: transparent; color: windowtext; text-align: left; margin-left: 0px; margin-right: 0px; padding-left: 0px; padding-right: 0px; text-indent: 0px;"><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; font-weight: bold;" data-contrast="none" class="TextRun SCXW135523527 BCX2" lang="EN-US"><span class="NormalTextRun SCXW135523527 BCX2">Non-Members:</span></span><span style="color: rgb(0, 0, 0); font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif;" data-contrast="none" class="TextRun SCXW135523527 BCX2" lang="EN-US"><span class="NormalTextRun SCXW135523527 BCX2"> $2</span><span class="NormalTextRun SCXW135523527 BCX2">70</span><span class="NormalTextRun SCXW135523527 BCX2"> per individual entry paid through June </span><span class="NormalTextRun SCXW135523527 BCX2">30</span><span class="NormalTextRun SCXW135523527 BCX2">, </span><span class="NormalTextRun SCXW135523527 BCX2">20</span><span class="NormalTextRun SCXW135523527 BCX2">22</span><span class="NormalTextRun SCXW135523527 BCX2"> </span><span class="NormalTextRun SCXW135523527 BCX2">or $2</span><span class="NormalTextRun SCXW135523527 BCX2">85</span><span class="NormalTextRun SCXW135523527 BCX2"> per individual after June </span><span class="NormalTextRun SCXW135523527 BCX2">30</span><span class="NormalTextRun SCXW135523527 BCX2">, 20</span><span class="NormalTextRun SCXW135523527 BCX2">22</span><span class="NormalTextRun SCXW135523527 BCX2">. $</span><span class="NormalTextRun SCXW135523527 BCX2">1080 </span><span class="NormalTextRun SCXW135523527 BCX2">per</span><span class="NormalTextRun SCXW135523527 BCX2"> </span><span class="NormalTextRun SCXW135523527 BCX2">four-person team paid through June </span><span class="NormalTextRun SCXW135523527 BCX2">30</span><span class="NormalTextRun SCXW135523527 BCX2">, </span><span class="NormalTextRun SCXW135523527 BCX2">20</span><span class="NormalTextRun SCXW135523527 BCX2">22</span><span class="NormalTextRun SCXW135523527 BCX2"> or $1</span><span class="NormalTextRun SCXW135523527 BCX2">140</span><span class="NormalTextRun SCXW135523527 BCX2"> after June </span><span class="NormalTextRun SCXW135523527 BCX2">30</span><span class="NormalTextRun SCXW135523527 BCX2">, 20</span><span class="NormalTextRun SCXW135523527 BCX2">22</span><span class="NormalTextRun SCXW135523527 BCX2">. </span></span><span class="EOP SCXW135523527 BCX2" style="font-size: 10pt; line-height: 16px; font-family: Arial, "Arial_EmbeddedFont", "Arial_MSFontService", sans-serif; color: rgb(0, 0, 0);" data-ccp-props="{"201341983":0,"335559739":160,"335559740":240}"> <br></span></p></div></div><font face="Arial"><div> <br><span style="font-family: Arial; font-size: 10pt;">If you have registered a group, confirmations will be sent separately to each participant at the e</span><span style="font-family: Arial; font-size: 10pt;">-</span><span style="font-family: Arial; font-size: 10pt;">mail indicated on the registration form. If you have requested to play with an individual that has not registered for the tournament, a spot will not be reserved until that individual also registers and payment is received. </span></div><div><b> </b></div><div style=""> </div><div><span style="font-family: Arial; font-size: 10pt;"><b>Foursomes:</b></span></div><div><br><span style="font-family: Arial; font-size: 10pt;">Golf foursomes will be posted on VCIA</span><span style="font-family: Arial; font-size: 10pt;">’</span><span style="font-family: Arial; font-size: 10pt;">s Conference App and the VCIA website www.vcia.com the first week of August. Please check the VCIA Conference App and/or the VCIA website to confirm that your foursome was processed. If you have any questions about the assigned foursomes, please contact leach@vcia.com. </span></div><div> </div><div><span style="font-size: 10pt;"> *</span><div style="display: inline !important;"><span style="font-style: italic; font-size: 10pt;">PLEASE NOTE: </span><span style="font-size: 10pt;">You will need to plan to<span style="font-style: normal;"> arrive at the course one hour before the 8:30 am scheduled tee time. Golf check</span></span><span style="font-size: 10pt;">-</span><span style="font-size: 10pt;">in closes 30 minutes before tee time. Box lunch will be available. </span></div><div style="font-style: italic;"> </div><div style="text-align: center;"><span style="font-size: 10pt;"><b>We look forward to seeing you there! </b></span></div><div style="font-style: italic;"> </div></div><div> </div></font> <p><b><font face="Arial" color="black"></font></b> </p> <p><font face="Arial" color="black"></font> </p>2022-08-09T00:00:00-04:0081440993-bf69-44c6-8249-4807f486bb5601. Women's Shirt - Small2022-08-09T00:00:00-04:00b4ac5c16-d04f-4371-a77c-e769a85c792e02. Women's Shirt - Medium2022-08-09T00:00:00-04:0082708a3e-6611-4258-9f58-cc39dd819ab003. Women's Shirt - Large2022-08-09T00:00:00-04:0051a66277-a004-4e33-ab42-de0ad784969804. Women's Shirt - XL2022-08-09T00:00:00-04:00cca86029-b75f-4cea-8edb-e7b5beae02da05. Women's Shirt - XXL2022-08-09T00:00:00-04:00f0b0e938-079a-4aff-9cd3-d44151611acf06. Men's Shirt - Small2022-08-09T00:00:00-04:00562049f1-e837-4c46-acc8-83e8fdaa660e07. Men's Shirt - Medium2022-08-09T00:00:00-04:00f7538ad7-0a3f-416d-8896-5ad7bbe4141208. Men's Shirt - Large2022-08-09T00:00:00-04:00cec7d77b-ecee-4e29-b79e-b31c4c2316a609. Men's Shirt - XL2022-08-09T00:00:00-04:006835e120-2475-4588-a2ac-82f75eb36f8810. Men's Shirt - XXL2022-08-09T00:00:00-04:00247cf44a-9216-4e0e-9f15-4d58bcd8d1d4Willis Towers Watson

2022 VCIA Annual Conference - Where the Captive World Comes to Meet!

2022 VCIA Annual Golf Tournament

Upcoming Events:

Register for the Annual Conference Now!

August 8 - 11, 2022 - VCIA Annual Conference, DoubleTree by Hilton Burlington to be held in-person (Covid guidelines will be in place for this event.)

October 26, 2022 - VCIA Roadshow, 4-5:30pm, EY US HQ - 1 Manhattan West, New York City, NY

Note on Fees: For roadshows, $35 for VCIA members and $50 for non-members; for webinars, $100 for VCIA members and $150 for non-members - $85/person for 3 or more people from a VCIA member company, $135/person for 3 or more people from a non-member company.

Events Calendar

About Us • Annual Conference

Upcoming Events:

2022 VCIA Annual Conference - Where the Captive World Comes to Meet!

2022 VCIA Annual Golf Tournament