Events

Year-Round Events to Keep You Connected and Learning

It is VCIA's mission to provide its members with the most up to date information available. Whether you attend our Professional Education Webinars, the Annual Conference, a VCIA Original Captive Road Show, Member Mixer or Legislative Day, the seminar content is sure to be well prepared, accurate and relevant.

We look forward to your participation in these upcoming events!

May 15 - VCIA Spring Member Mixer & Board Meeting, Sailing Center, Burlington, VT

May 14 - VCIA Webinar, Cell Captives Come of Age

August 5-8 - VCIA Annual Conference, DoubleTree by Marriot Hotel & UVM Davis Center, Burlington, VT. (Conference Registration Opens May 1st!)

September 25 - VCIA Webinar, Accounting Update

October 23 - VCIA Webinar, Blockchain

December 11 - VCIA Webinar, Captive Taxation

Click an Event title to display details

a78a8e90-79c0-4c9e-a4d7-fb4df914f5162019 VCIA Webinar - "Cell Captives Come of Age: Best Practices and New Regulatory Guidance"9893a89b-73c9-464f-92b8-2117797e2f4f<div><span style="font-family: Arial; font-size: 10pt;"><br /></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><div><strong style="font-family: Arial; font-size: 10pt;">Date:</strong><span style="font-family: Arial; font-size: 10pt;">                                           May 14, 2019<br /></span></div><div>  </div></div><div style="font-family: "Times New Roman"; font-size: medium;"><strong style="font-family: Arial; font-size: 10pt;">Time:</strong><span style="font-family: Arial; font-size: 10pt;">                                           2:00 - 3:00 p.m. EST</span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </div><div id="pastingspan1" style="display: inline-block;"><div id="pastingspan1"><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;"><strong>Panelists: </strong></span></div><div> </div><div><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;">Robert Gagliardi, Senior Vice President - Head of Captive Management & U.S. Fronting, AIG  <br /></span></div><div><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;">Stephanie Mapes, President, Paul Frank + Collins P.C.</span></div><div><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;">David Tatlock, Director, Strategic Risk Solutions Vermont Ltd. <strong><br /></strong></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><div>   <span style="font-size: 10pt; font-family: Arial, sans-serif;"><em style="font-weight: bold;">Content Advisor and Moderator: </em>Christine Brown, Assistant Director - Captive Division, VT DFR</span></div></div></div></div><div><p style="font-family: "Times New Roman"; font-size: medium;"> </p><div><span style="font-size: 10pt; font-family: Arial, sans-serif;"><strong>Program Content: </strong></span></div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;">The popularity of cell captives is on the rise, with new uses and concepts regularly being developed. As the saying goes..."If you've seen one cell captive, you've seen one cell captive!" The flexibility and efficiencies achieved with cell captives allow mid-sized and smaller companies to experience many of the advantages of captive insurance that larger companies have been able to benefit from for decades, such as greater control over claims and risk management, tailored coverage, underwriting flexibility and access to the reinsurance market, all with reduced operating costs. </span></div><div> </div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;">Our experienced panel will walk you through best practices in formation, operation and governance of cell captives and discuss new regulatory guidance and requirements. If you are seeking an alternative risk management solution within the costs or commitment associated with a traditional, stand-alone captive insurance company or if you already own or participate in a cell structure and want to learn more about evolving regulatory and reporting requirements, this webinar is for you. Join our experience panel as we discuss the latest trends and developments. </span></div><div> </div><div><span style="font-size: 10pt; font-family: Arial, sans-serif;">This webinar offers a great opportunity to keep up with the latest developments facilitating future informed decisions for your captive. Register now!<br /></span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </div><div style="font-family: "Times New Roman"; font-size: medium;"><div> <strong><span style="font-size: 10pt; font-family: Arial, sans-serif;">Learning Objectives: </span></strong></div> <span style="font-family: Arial, sans-serif; font-size: 10pt;">After completing this webinar, the participant will know:                                                                                                 <br /></span></div><div style="text-indent: 0px;"><span style="font-family: Arial, sans-serif; font-size: 10pt; text-indent: -0.25in;">-    Benefits of cell captive structure.<br /></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial, sans-serif; font-size: 10pt; text-indent: -0.25in;">-    Evolving regulatory and reporting requirements.<br /></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial, sans-serif; font-size: 10pt; text-indent: -0.25in;">-    Best practices in operation and governance.<br /></span></div><div> </div><div style="font-family: "Times New Roman"; font-size: medium;"><div><span style="font-family: Arial, sans-serif; font-size: 10pt;">Although there may be time during the webinar to take questions, to take full advantage of the time allotted to this important discussion, please submit questions in advance to </span><a href="mailto:info@vcia.com" style="font-family: Arial, sans-serif; font-size: 10pt;">info@vcia.com. <br /></a></div><div>  </div><div><span style="font-family: Arial, sans-serif; font-size: 10pt;"><strong>Seminar Credentials: </strong></span> </div></div></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial; font-size: 10pt;"><strong>      Level:</strong> Intermediate </span></div><div>      <span style="font-family: Arial; font-size: 10pt;"><strong>Field of Study:</strong> Specialized Knowledge <br /></span></div><div>      <span style="font-family: Arial; font-size: 10pt;"><strong>CPE/CLE Credits:</strong> 1 </span></div><div><strong>      </strong><span style="font-family: Arial; font-size: 10pt;"><strong>ICCIE Credit: </strong>1 ACE CE and 1 ICCIE Teleconference Credit <br /><strong>      </strong></span><strong><span style="font-size: 10pt; font-family: Arial, sans-serif;">Delivery Method:</span></strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"> Group Internet Based</span></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-size: 10pt; font-family: Arial, sans-serif;"><strong>      Prerequisite: </strong>Basic understanding of captive operations<br /></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-size: 10pt; font-family: Arial, sans-serif;"><strong>      Advance Preparation: </strong>None<br /></span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><span style="font-size: 10pt;"><strong>Seminar Fees:</strong></span></span></span></span></span></span></span></span></div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial; font-size: 10pt;"><strong>      VCIA Members:</strong> $100.00 <br />  <em>       $85.00 per person rate for three or more from one VCIA member company</em><br /><strong>      Non-Members:</strong> $150.00 <br />  <em>       $135.00 per person rate for three or more from one VCIA non-member company</em><br /><br /><em>*Please note:</em> In order to qualify for the three or more rate, all members of the group must be registered at the same time by phone. Please contact <strong>Megan Precourt </strong>at <strong>802-658-8242</strong> for further details. </span></div><div> </div><div style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial; font-size: 10pt;"><strong>REGISTRATION DEADLINE: May 13th 2019<br /></strong></span></div><div><span style="font-family: Arial; font-size: 10pt;"><br />This webinar will be via computer only. No phone-in option is available. Full instructions will be sent to all registrants a few days prior to the webinar. Participants must be pre-registered/paid to participate in the webinar. There are no refunds permitted but advance substitutions are allowed. </span><span style="font-family: Arial; font-size: 10pt;">For more information regarding administrative policies such as complaints and refunds, please contact the VCIA office at 802-</span><span style="font-family: Arial; font-size: 10pt;">658-8242 or email Diane Leach at </span><u style="font-family: Arial; font-size: 10pt;">leach@vcia.com</u><span style="font-family: Arial; font-size: 10pt;">.</span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </div><div><div><span style="font-size: 13.3333px;"><br /></span></div><span style="font-family: Arial; font-size: 10pt;"><div style="text-align: center; "><em style="font-size: 10pt;">Vermont Captive Insurance Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.</em></div></span></div>2019-05-14T00:00:00-04:00Join us for our upcoming webinar on May 14th 2019! This webinar offers a great opportunity to keep up with the latest developments facilitating future informed decisions for your captive!875df315-e4f7-407b-845d-e75ce6ea217201 VCIA Webinar: Cell Captives Come of Age45849200-1aa0-4c74-a33b-68a2cb3c204eChristine 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 with licensing, industry outreach and strategic planning. Christine has been with the Captive Division for fifteen years and has been involved in all aspects of the analysis and examination processes. Christine was Chair of the Division’s Risk Retention Group Working Group for over five years and was responsible for leading the team that developed and implemented the risk focused examination approach. Prior to joining the Captive Division, Christine spent seven years in public accounting, including four years with Johnson Lambert LLP in Burlington, VT specializing in captive insurance and three years with Ernst & Young, LLP in Boston, MA. Christine received a MS in Accounting and MBA from Northeastern University.ce6f8549-99ef-41e9-a2d9-8321ef004816Robert M. Gagliardi, CPA, ARespeakerAs head of AIG’s captive management and US Fronting operations, Bob is responsible for developing innovative, customized captive solutions for clients. This includes captive fronting, formations, feasibility studies, and the development of AIG’s sponsored captives. In addition to serving existing clients, he manages the marketing and formation of new captives and has formed captives in numerous domiciles. Bob serves on the Board of over 20 captives and is a frequent speaker at industry conferences. For the past four years, Bob has been named to Captive Review Magazine’s, “Power 50”, a list of the captive industry’s most influential and innovative figures. Bob is a member of the American Institute of Certified Public Accountants and he has obtained the Associate in Reinsurance (ARe) designation from the Insurance Institute of America. Additionally, Bob currently serves as a member of the Board of Directors and the Strategic Planning Committee for the Vermont Captive Insurance Association (VCIA).c76543af-bae6-4b4c-9cdf-c12b37a3e484Stephanie J. Mapes, Esq.speakerStephanie Mapes is president of Paul Frank + Collins PC and has practiced law in the captive insurance industry for over 27 years. She has experience in multiple industries and handling insurance solutions for some of the largest Fortune 500 companies and for middle market companies. Many of Stephanie’s captive clients are representative of the health care industry, and more recently, the medical stop loss captive industry. The captive insurance team at PFC forms captives and risk retention groups, and provides counsel on tax, regulatory, entity structures, contract negotiations, and coverage analysis. PFC also provides claims management and claims and underwriting audits. Stephanie has spoken or taught classes on the topic of captive insurance at Vermont Law School, the International Center for Captive Insurance Education (ICCIE), RIMS, VCIA, NRRA and at Bermuda forums. She serves on several community and professional boards, including the VCIA Legislative Committee, the National Risk Retention Association Government Affairs Committee, and the ICCIE Curriculum Committee.58742a5f-62a8-425d-95eb-2f2b2fbb1765David TatlockspeakerDave Tatlock is a director at Strategic Risk Strategies Vermont Ltd. and is responsible for the management of a portfolio of single parent and group captive insurance companies domiciled in Vermont and Connecticut. His activities include financial reporting, regulatory filings, co-ordination of external audits and examinations and other compliance activities, as well as initial licensing and setup of new captive programs. Dave also serves SRS’s corporate operations as Chief Financial Officer for the global firm. Dave has over 30 years of accounting experience with more than 25 years in the insurance industry as a chief financial officer or auditor. Dave has extensive experience with commercial insurance companies, including NAIC regulatory filings and statutory accounting. He also has a prior background in captive insurance having audited many Vermont domiciled captives including single parent and group captives including risk retention groups. Dave is a Certified Public Accountant and a Chartered Property Casualty Underwriter. He received a Bachelor of Science from SUNY Geneseo.d10dbd42-2a5e-4cc6-a4ea-c2165bb1a72c02 CPE4a1887de-ff27-411b-a24d-62fe15a4385403 CLE

0df18842-6cf5-4f03-9791-75ae899cb8032019 VCIA Spring Member Mixer, Board Meeting and Q & A with VT DFR70a536dd-8c31-49d3-a89a-7af772240247<div><div style="text-align: center;"> </div><div style="text-align: left;"><strong style="font-family: Arial; font-size: 10pt;">Join us for a unique opportunity to connect with industry colleagues at VCIA's Spring Member Mixer, Board Meeting and Q & A with VT DFR! Hear updates from VCIA's Board of Directors, and discuss current issues with VT regulators. Attend all or part of the day's events. </strong></div> <div style="text-align: center;"></div></div><div> </div><div><span style="font-family: Arial; font-size: 10pt;"><strong>Date:</strong>   </span>      <span style="font-family: Arial; font-size: 10pt;">             May 15th 2019<br /></span></div><div><br style="font-family: Arial; font-size: 10pt;" /><span style="font-family: Arial; font-size: 10pt;"><strong>Location:</strong>               Burlington Community Sailing Center </span></div><div><span style="font-family: Arial; font-size: 10pt;">                               505 Lake Street - Burlington, VT <br /></span></div><div> <br style="font-family: Arial; font-size: 10pt;" /> <br style="font-family: Arial; font-size: 10pt;" /><strong><span style="font-family: Arial; font-size: 10pt;"><u>General Session VCIA Board Meeting</u></span></strong></div><div><span style="font-family: Arial; font-size: 10pt;"><strong>When:</strong> 3:30 pm </span><span style="font-family: Arial; font-size: 10pt;">– </span><span style="font-family: Arial; font-size: 10pt;">4:00 pm </span></div><div><span style="font-family: Arial; font-size: 10pt;"><strong>Where:</strong> Big Education Classroom <em>- second floor at the Sailing Center</em></span><br style="font-family: Arial; font-size: 10pt;" /><span style="font-family: Arial; font-size: 10pt;">VCIA Members: Get the latest update on key activities of VCIA and meet the Board of Directors. </span><br style="font-family: Arial; font-size: 10pt;" /> </div><div> </div><div><br style="font-family: Arial; font-size: 10pt;" /><strong><span style="font-family: Arial; font-size: 10pt;"><u>Open Forum with Vermont DFR</u>     </span></strong></div><div><span style="font-family: Arial; font-size: 10pt;"><strong>When:</strong> 4:00 pm </span><span style="font-family: Arial; font-size: 10pt;">- </span><span style="font-family: Arial; font-size: 10pt;">4:30 pm  </span></div><div><span style="font-family: Arial; font-size: 10pt;"><strong>Where:</strong> Big Education Classroom </span><br style="font-family: Arial; font-size: 10pt;" /><span style="font-family: Arial; font-size: 10pt;">Use this special opportunity to hear what's on the minds of Vermont's regulators and ask questions of interest. </span></div><div><em><span style="font-family: Arial; font-size: 10pt;">*(space is limited for the open forum </span><span style="font-family: Arial; font-size: 10pt;">--- </span><span style="font-family: Arial; font-size: 10pt;">available on a first come basis. Please submit questions for DFR in advance to <u>leach@vcia.com</u>).  </span></em></div><div> </div><div> <br style="font-family: Arial; font-size: 10pt;" /><strong><span style="font-family: Arial; font-size: 10pt;"><u>VCIA Spring Member Mixer</u>      </span></strong></div><div><span style="font-family: Arial; font-size: 10pt;"><strong>When: </strong>4:30 pm - 6:00 pm </span><span style="font-family: Arial; font-size: 10pt;"></span></div><div><span style="font-family: Arial; font-size: 10pt;"><strong>Where:</strong> Merrill Family Terrace <em>- rooftop of the Sailing Center</em><br /></span></div><div><span style="font-family: Arial; font-size: 10pt;">Mix and mingle with your colleagues in this beautiful setting by Lake Champlain.</span><br style="font-family: Arial; font-size: 10pt;" /><span style="font-family: Arial; font-size: 13.3333px;"><em>(graciously sponsored by Johnson Lambert LLP) </em></span></div><div> </div><div> </div><div><span style="font-family: Arial; font-size: 13.3333px;"><span><strong>Dress Attire: </strong></span></span></div><div><span style="font-family: Arial; font-size: 13.3333px;"><span>Please dress accordingly, the mixer will be outdoors. </span></span></div><div> </div><div><span style="font-family: Arial; font-size: 13.3333px;"><span><strong>Parking: </strong></span></span></div><div><span style="font-family: Arial; font-size: 13.3333px;"><span>Kiosk parking is available on Lake Street. </span></span></div><div> </div><div><span style="font-family: Arial; font-size: 13.3333px;"><strong><span>Hotel Accommodations: </span></strong></span></div><div><span style="font-family: Arial; font-size: 13.3333px;"><span>A small room block has been established at the Courtyard by Marriott.</span></span><span style="font-family: Arial; font-size: 10pt;">The <strong>group cutoff date is April 30th </strong>for a rate of $189 per night. P</span><span style="font-family: Arial; font-size: 10pt;"></span><span style="font-family: Arial; font-size: 10pt;">lease make your reservation by clicking on the link below. </span><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;">Guests may also call reservations: 855-651-0080 and reference the VCIA room block.</span> </span><span style="font-family: Arial; font-size: 10pt;"></span><table class="MsoNormalTable" style="border-collapse:collapse;mso-yfti-tbllook:1184;mso-padding-alt:0in 0in 0in 0in" cellspacing="0" cellpadding="0" border="0"> <tbody><tr style="mso-yfti-irow:0;mso-yfti-firstrow:yes"> <td style="padding:0in 0in 0in 0in"> <br /></td> </tr> <tr style="mso-yfti-irow:1;mso-yfti-lastrow:yes"> <td style="padding:0in 0in 0in 0in"> <p class="MsoNormal"><strong><span style="font-family:"Arial",sans-serif"><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.marriott.com_events_start.mi-3Fid-3D1552316180115-26key-3DGRP&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=k8GXdg1aZfimozg42AxYcw&m=qmH1bWqBAb-TS94kO-YlE_RY_8Suhztu3QBnVUoetw8&s=1gY3s9PPh4YrymAUFOJb6bqJm4PkQOC1VByRp58I5dY&e=" target="_blank"><span style="color:blue">Book your group rate for VCIA Board Meeting and Member Mixer</span></a></span></strong><span style="font-family:"Arial",sans-serif"></span> </p> </td> </tr> </tbody></table> <span style="font-family: Arial; font-size: 10pt;"><br /></span></div><div> </div>2019-05-15T00:00:00-04:00Join us for our annual Spring Member Mixer! Mix and mingle with colleagues while enjoying a cocktail on the Burlington waterfront!2fe19b37-dc60-4260-8e8e-0c7552320e5701. Open VCIA Board Meeting3:45 pm3d58749e-b9ee-4fb7-a83f-29179ec4d40102. Q&A with Department of Financial Regulation4:30 pm6666993c-777d-4643-a1f6-52fc6ec56d3703. VCIA Spring Member Mixer Reception5:00 pm0ffce886-24a6-4c30-ae89-f0c65295f3a7Johnson Lambert LLP

2019 VCIA Webinar - "Cell Captives Come of Age: Best Practices and New Regulatory Guidance"

Join us for our upcoming webinar on May 14th 2019! This webinar offers a great opportunity to keep up with the latest developments facilitating future informed decisions for your captive!

2019 VCIA Spring Member Mixer, Board Meeting and Q & A with VT DFR

Join us for our annual Spring Member Mixer! Mix and mingle with colleagues while enjoying a cocktail on the Burlington waterfront!

Events

Year-Round Events to Keep You Connected and Learning

Click an Event title to display details

2019 VCIA Webinar - "Cell Captives Come of Age: Best Practices and New Regulatory Guidance"

2019 VCIA Spring Member Mixer, Board Meeting and Q & A with VT DFR

Keep the Captive Industry Strong, Join VCIA!

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