41429ddc-4f11-405b-8bea-b9ebf4ff92ae2018 VCIA Webinar - Hot Topics for Captive Regulatory Compliance9893a89b-73c9-464f-92b8-2117797e2f4f<div><span style="font-family: Arial; font-size: 10pt;"><strong></strong></span></div><div><p> </p><div><strong style="font-family: Arial; font-size: 10pt;">Date:</strong><span style="font-family: Arial; font-size: 10pt;"> September 20, 2018</span></div><div> </div></div><div><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> </div><div><span style="font-family: Arial; font-size: 10pt;"><strong>Title: </strong> "Hot Topics for Captive Regulatory Compliance" </span></div><div> </div><div> </div><div><strong><span style="font-size:10.0pt;line-height:107%;font-family:"Arial",sans-serif">Panelists:</span></strong></div><div> </div><div><span style="font-family: Arial, sans-serif; font-size: 10pt; text-align: justify;">David White, AIG Captive Management Services</span></div><div><span style="font-family: Arial, sans-serif; font-size: 10pt; text-align: justify;">Zaw Win, Downs Rachlin Martin</span></div><div><div><strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"><em> Moderator and Speaker:</em></span></strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"> Sandy Bigglestone, State of Vermont - Department of Financial Regulation </span></div><div>
<p style="line-height: normal;"><strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"><em> Content Advisor: </em></span></strong><span style="font-family: Arial, sans-serif; font-size: 10pt; text-align: justify;">Christine Brown, State of Vermont – Department of
Financial Regulation</span></p><div> </div><div></div></div><p><strong><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Program Content: </span></strong> </p>
<p style="text-align:justify"><font face="Arial, sans-serif"><span style="font-size: 13.3333px;">Vermont-based insurance regulation has evolved over the last decade from a focus on results to a focus on risks. Are you are captive owner, RRG member, board member or consultant who needs to keep abreast of regulatory changes to ensure compliance? If so, join VCIA for this informative webinar to learn about recent changes implemented by the VT Department of Financial Regulation, best practices for compliance, and things on the horizon to look out for. </span></font></p><div><font face="Arial, sans-serif"><span style="font-size: 13.3333px;">Leaders from Vermont's captive industry will share their experiences in drafting new requirements, implementation hurdles and lessons learned. This session will also include a brief overview of the recent settlement between Washington State and Microsoft's captive over premium tax purportedly owed by the captive. In the future, VCIA anticipates providing an in-depth exploration of this issue and its current and potential future impact on the captive industry. </span></font></div><div> </div><div><font face="Arial, sans-serif"><span style="font-size: 13.3333px;">Join us September 20th to learn from the experts all you need to know about regulatory compliance! </span></font> </div><div> </div><div style="font-family: "Times New Roman"; font-size: medium;"><div></div><div> <strong><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Learning
Objectives: </span></strong></div><div> <span style="font-family: Arial, sans-serif; font-size: 10pt;">After
completing this webinar, the participant should be able to:</span></div>
<p style="margin-left:.25in;text-indent:-.25in;"></p><ul><li> <span style="text-indent: -0.25in; font-size: 10pt; font-family: Arial, sans-serif;">Understand
how and why regulatory changes occur.</span></li><li> <span style="text-indent: -0.25in; font-size: 10pt; font-family: Arial, sans-serif;">Identify
recent regulatory changes.</span></li><li> <span style="text-indent: -0.25in; font-size: 10pt; font-family: Arial, sans-serif;">Develop
strategies for best practices to ensure compliance.</span></li><li> <span style="text-indent: -0.25in; font-size: 10pt; font-family: Arial, sans-serif;">Understand
the expectations of Vermont regulators.</span></li></ul><p><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</a><span style="font-family: Arial, sans-serif; font-size: 10pt;"> no later than Sept
19</span><sup style="font-family: Arial, sans-serif;">th</sup><span style="font-family: Arial, sans-serif; font-size: 10pt;">.</span></p><div> </div><div><strong></strong></div><div><span style="font-family: Arial, sans-serif; font-size: 10pt;"><strong>Seminar Credentials: </strong></span> </div></div></div><div><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><strong> Level:</strong> Basic<br /><strong> CPE/CLE Credits:</strong> 1 - Specialized Knowledge & Applications<br /><strong> </strong></span></span></span></span><strong><span style="font-size:10.0pt;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><strong><span style="font-size:10.0pt;font-family:"Arial",sans-serif"> Course Prerequisite: </span></strong><span style="font-size: 10pt; font-family: Arial, sans-serif;">None</span></div><div><strong><span style="font-size:10.0pt;font-family:"Arial",sans-serif"> Advance Preparation: </span></strong><span style="font-size: 10pt; font-family: Arial, sans-serif;">None</span></div><div> </div><div></div><div><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><strong>Seminar Fees:</strong></span></span></span></span></span></span></span></span></div><div><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><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 or email to Megan Precourt at 802-658-8242 or <u>megan@vcia.com</u>.<br /></span></span></span></span></span></span></span></span></div><div> </div><div><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><strong>REGISTRATION DEADLINE: September 19th.</strong><br /><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></span></span></span></span></span></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> </div><div><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><br /><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></span></span></span></span></span></span></span></div>2018-09-20T00:00:00-04:00VCIA presents a webinar, "Hot Topics for Captive Regulatory Compliance," on September 20th.6987772b-afba-45e3-b7e2-cfcf0a59d6af01 VCIA Webinar: Hot Topics for Captive Regulatory Compliancef3f7cb2b-9f51-4ec6-8571-dc577d325e5eSandra A. Bigglestone, CPA, CFE, CPM, APIRspeakerSandra (Sandy) Biggletsone is Director of Captive Insurance, Department of Financial Regulation for the state of Vermont. Sandy is charged with managing the Division's operations and overseeing the financial condition of captive insurance companies domiciled in Vermont. Among her various responsibilities, Sandy conducts the review and approval of captive insurance company applications for licensing, and filings related to company plan of operation changes. Prior to her regulatory career, Sandy provided audit and tax services for clients of a public accounting firm and was employed as an accountant in a Vermont medical center. Sandy earned a bachelor’s Degree in Accounting from Southern New Hampshire University. She is a member of the American Institute of Certified Public Accountants, Vermont Society of Certified Public Accountants and Society of Financial Examiners. Sandy also earned her Associate Professional in Insurance Regulation designation from the National Association of Insurance Commissioners.3171bc04-744f-45f9-b594-898f534d2b4aDavid A. White, CPA, ACIspeakerDavid joined AIG in 2001 and is the Regional Director of their U.S. Captive Management Services group headquartered in Burlington, Vermont. AIG’s Captive Management Services group provides captive advisory and management services to clients. David’s responsibility is to provide services related to the feasibility, structuring, formation, and management of captives. David also provides a leadership role in the U.S. office by managing Senior Account Executives and Account Executives that provide the day to day management services to captive insurance clients. David also serves as a Director and/or Officer of various captive insurance companies. Prior to joining AIG, David was in public accounting at KPMG’s audit practice involved in various industries including captive insurance. David is a graduate of Saint Michael’s College, with Bachelor degrees in Business and Accounting. David is a Certified Public Accountant (CPA) licensed in the State of Vermont, has earned the Associate in Captive Insurance (ACI) designation from the International Center for Captive Insurance Education (ICCIE), as well as the Associate in Risk Management (ARM) designation developed by the American Institute for Chartered Property Casualty Underwriters (AICPCU). David also participates on and is a former Chair of the Vermont Captive Insurance Association’s Legislative Committee.6fa5b77d-f93b-42a7-a0d6-08c7a2e4e787J. Zaw WinspeakerJ. Zaw Win is a director in Downs Rachlin Martin PLLC’s Business Law and Captive Insurance groups. Zaw has a diverse practice with a focus on advising captive insurance clients and risk retention groups on matters related to organization, licensing, governance and operation of captive insurance companies and other alternative risk transfer vehicles. He also helps advise clients on general corporate and commercial issues, including transactional matters, corporate governance, and restructurings. Prior to joining DRM, Zaw spent 6 years as an associate in the New York office of Weil Gotshal & Manges LLP. He graduated Magna Cum Laude from Vermont Law School.a26b1e02-9ad3-4f8f-8e02-7da0de45728402 CPEdcce81a3-be24-426a-9207-e59ddd7cc17a03 CLE
96cf09db-550e-4d7f-9b08-ce0174c540b02018 VCIA Webinar - Comparing Your Captive Program to Benchmarks - Finding Wisdom in the Data9893a89b-73c9-464f-92b8-2117797e2f4f<div><span style="font-family: Arial; font-size: 10pt;"><strong></strong></span></div><div><p> </p></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;"> October 17, 2018</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 style="font-family: "Times New Roman"; font-size: medium;"><span style="font-family: Arial; font-size: 10pt;"><strong>Title: </strong> "Comparing Your Captive Program to Benchmarks - Finding Wisdom in the Data" </span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </div><div> </div><div style="font-family: "Times New Roman"; font-size: medium;"></div><div id="pastingspan1" style="font-family: "Times New Roman"; font-size: medium; display: inline-block;"><div id="pastingspan1"><div><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-family: Arial, sans-serif; font-size: 10pt;">Amy Angell, Principal, Milliman Inc.</span></div><div><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;">Carissa McKinney, Controller, Premier Insurance Management Services Inc.</span></div><div><span style="font-size: 10pt; line-height: 14.2667px; font-family: Arial, sans-serif;">Carol Pierce, Director - Insurance, Kroll Bond Rating Agency Inc. </span></div><div><div><strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"><em> Moderator:</em></span></strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"> David Provost, Deputy Commissioner - Captives, State of Vermont - DFR </span><strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"><em> </em></span></strong></div><div> <strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"><em>Content Advisor: </em></span></strong><span style="font-family: Arial, sans-serif; font-size: 10pt;">Rebecca J. James, Principal, Johnson Lamber LLP </span></div><div> </div></div></div></div><div style="font-family: "Times New Roman"; font-size: medium;"><div><div></div><div></div></div><p><span style="font-size: 10pt; font-family: Arial, sans-serif;"><strong>Program Content: </strong></span></p><div><span style="font-size: 10pt; font-family: Arial, sans-serif;">Join us for this important webinar to learn about the different types of data and information available for captive benchmarking. Our expert panel will detail how and why they utilize benchmarking, and which benchmarks they found most useful in their analysis. Data sources and their strengths and limitations will also be explored. Find out about sources that are necessary to complete a meaningful analysis as well as obstacles encountered and solutions discovered during the process. Our panel will share meaningful, tangible changes which were made as a result of their benchmarking processes, and how the exercise impacted their organizations overall. </span></div><div> </div><div><div></div><div> <strong><span style="font-size: 10pt; font-family: Arial, sans-serif;">Learning Objectives: </span></strong></div><div> <span style="font-family: Arial, sans-serif; font-size: 10pt;">After completing this webinar, the participant should be able to:</span></div><div> </div><ul style="font-family: "Times New Roman"; font-size: medium;"><li><span style="text-indent: -0.25in; font-size: 10pt; font-family: Arial, sans-serif;">Understand the overall benchmarking process, including how and why an organization would conduct a benchmarking exercise, and the identification of what data sources are available.</span><span style="text-indent: -0.25in;"> </span></li><li><span style="text-indent: -0.25in; font-size: 10pt; font-family: Arial, sans-serif;">Be able to cite some data and source options and limitations </span><span style="text-indent: -0.25in; font-family: Arial, sans-serif; font-size: 10pt;">and the results </span><span style="text-indent: -0.25in; font-family: Arial, sans-serif; font-size: 10pt;">they yield.</span></li><li><span style="text-indent: -0.25in; font-size: 10pt; font-family: Arial, sans-serif;">Identify tangible changes that could be made to an organization as a result of a benchmarking exercise.</span></li><li><span style="text-indent: -0.25in; font-size: 10pt; font-family: Arial, sans-serif;">Understand how to evaluate the impact of these tangible changes. </span></li></ul><div style="font-family: "Times New Roman"; font-size: medium;"> </div><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</a><span style="font-family: Arial, sans-serif; font-size: 10pt;"> no later than October 16th. </span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </div><div><strong></strong></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> </span><span style="font-family: Arial; font-size: 10pt;">Intermediate </span></div><div style="font-family: "Times New Roman"; font-size: medium;"> <span style="font-family: Arial; font-size: 10pt;"><strong>CPE/CLE Credits:</strong> 1 - Specialized Knowledge & Applications<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> Course Prerequisite: </strong>U</span><span style="font-size: 10pt; font-family: Arial, sans-serif;">nderstanding of captive insurance financial statements and insurance terminology.</span></div><div style="font-family: "Times New Roman"; font-size: medium;"><strong><span style="font-size: 10pt; font-family: Arial, sans-serif;"> Advance Preparation: </span></strong><span style="font-size: 10pt; font-family: Arial, sans-serif;">None</span></div><div style="font-family: "Times New Roman"; font-size: medium;"> </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 or email to Megan Precourt at 802-658-8242 or <u>megan@vcia.com</u>.<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;"><strong>REGISTRATION DEADLINE: October 16, 2018 </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 style="text-align: center;"><font face="Arial"><span style="font-size: 13.3333px;"><br /></span></font></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><div><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><span style="font-family: Arial; font-size: 10pt;"><div style="text-align: center;"><em style="font-size: 10pt;"></em></div></span></span></span></span></span></span></span></span></div>2018-10-17T00:00:00-04:00VCIA presents a webinar, "Comparing Your Captive Program to Benchmarks - Finding Wisdom in the Data" on October 17th.71cb086c-bf4e-4f6a-bde9-bc24292e063901 VCIA Webinar: Comparing Your Captive Program to Benchmarks - Finding Wisdom in the Datae3689c56-bcea-4485-8fc1-6e6d7c5cc873Amy Angell, FCAS, MAAAspeakerAmy is a Principal of Milliman and has extensive experience with captive insurance companies domiciled in Vermont, Bermuda and elsewhere. Her property and casualty experience includes insurance pricing, loss reserving, benchmarking, reinsurance and collateral negotiations, and management reporting. Amy authors the Milliman report on the Retail Cost of Risk. She also reviews captive and risk retention group applications for and provides financial examination support to the Vermont Department of Financial Regulation. Amy is a Fellow of the Casualty Actuarial Society (“FCAS”) and a Member of the American Academy of Actuaries (“MAAA”) with over 20 years of actuarial consulting experience.81e70811-cf42-4751-8fb3-17dd83e264c2Carissa McKinneyspeakerCarissa McKinney, MSA, CCI has been with Premier Insurance Management Services, Inc. (PIMS) for 9 years, working in various roles until being promoted to Controller in 2016. Her primary responsibility is to manage and oversee the financial reporting process for American Excess Insurance Exchange RRG and to provide timely and accurate reporting of claims data for reinsurance, pricing, reserving and benchmarking purposes. Prior to joining PIMS, Carissa worked in assurance services at KPMG. She has 13 years of experience, including 9 years in the insurance industry. Carissa received a bachelor’s degree in business administration from the University of Iowa in 2001 and a master’s of science degree in accounting from San Diego State University in 2003.82f87e8e-04a9-408b-82d1-52b5385443f6Carol M. PiercespeakerCarol Pierce is a Director in the insurance group at KBRA. Ms. Pierce focuses on credit analysis of reinsurers, alternative capital providers and captives. Prior to joining KBRA, Ms. Pierce worked for Munich Re for over 13 years. At Munich Re, she performed market and competitor analysis, monitored (re)insurance industry issues and trends, and provided financial analysis, benchmarking and rating agency advisory for clients. Prior to Munich Re, Ms. Pierce worked at A.M. Best where she managed the team responsible for rating captive insurers. Previously, she held various underwriting and product development positions with several major insurance companies during her more than 25 years in the insurance industry. Ms. Pierce is a former member of the board of directors of VCIA and ICCIE. She was a past recipient of the VCIA Captive Crusader Award.
Ms. Pierce holds a bachelor’s degree from Smith College and an MBA from the Keller Graduate School of Management. She is a chartered property casualty underwriter (CPCU) and has earned the Associate in Reinsurance (ARe) designation.1f363d9f-d5a6-4ad7-8869-585d9aba79aaDavid F. Provost, CFEspeakerDavid 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 on June 1, 2008. Mr. Provost has nearly 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 has 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.f1cabc46-9138-4223-99e4-e419d2bf556402 CPE2163f6cc-0d82-43ab-87de-3fcdf26cb35b03 CLE
871c6b5a-0fc0-4908-954e-4bb7a1bc38522018 VCIA Denver Road Show November 7, 20187093c62b-34e9-4efb-9288-75604fb58292<div> </div><div><font color="black"><font color="black" face="Arial" size="2"><strong>Location:</strong> IMA Corporate Office - Rail Yard Room <strong> <br /></strong> 1705 17th St., Suite 100 <br /> Denver, CO 80202 <strong> <br /> <br />Date:</strong> November 7, 2018</font></font></div><div> </div><div><font color="black"><font color="black" face="Arial" size="2"><strong>Schedule: </strong>1:00 – 2:30 p.m.<em> Seminar - Part 1 </em><br /> 2:45 – 4:15 p.m. <em>Seminar - Part 2 </em> <br /> 4:15 – 5:30 p.m. <em>Reception </em><br /><strong> </strong></font></font></div><div><font color="black"><font color="black" face="Arial" size="2"><strong>Title: "</strong>Strategic Advantages of Captives"</font></font></div><div><font color="black"><font color="black" face="Arial" size="2"><br /><strong>Description:</strong> </font></font></div><div> </div><div><font color="black"><font color="black" face="Arial" size="2">This session will focus on the basics of captive insurance companies; the reasons for formation, the feasibility process and key issues in putting a successful captive program together. Attendees will gain an understanding of the cost structures associated with captives and the capital requirements. A brief overview of the Vermont domicile will also be discussed.<br /> <br />The decision to form a captive insurance company is a very individualized process that reflects the unique needs and interests of that corporation, association or institution. In this seminar, representatives from two different types of captives will share their thought process and experiences. Presenters will also describe the captive climate and regulatory requirements in Vermont, the #1 U.S. domicile.<br /> <br />If you have questions regarding captive formation and would like our speakers to discuss them, please forward your questions to VCIA prior to the session via email to: <u>Janice@vcia.com</u>. We will do our best to customize the presentation we have developed to meet any specific inquiry that is received. Any information you can provide that will help us make this session more beneficial for you is welcomed<strong>.<br /> <br />Who Should Attend:</strong> </font></font></div><div> </div><div><font color="black"><font color="black" face="Arial" size="2">Those who seek insight into captives: <br />· Executives of companies, associations or institutions considering the formation of a captive; <br />· Executives of companies, associations or institutions with captives who wish to update their knowledge or review </font></font></div><div> <font color="black"><font color="black" face="Arial" size="2">the way in which captives are currently operating and managed.<br /> <br /><strong>Fees:</strong> </font></font></div><div> </div><div><font color="black"><font color="black" face="Arial" size="2">Admission is $35 for VCIA members and $50 for non-members. </font></font></div><div><strong> </strong></div><div><font color="black"><font color="black" face="Arial" size="2"><strong>Credit: </strong><br /><strong> </strong><br />CPE/CLE credit is available for the seminar portions of the Road Show. </font></font></div><div><em><font color="black"><font color="black" face="Arial" size="2">*(ICCIE Credit is NOT available). </font></font> </em></div><div><font color="black"><font color="black" face="Arial" size="2"><br /><strong>Lodging:</strong> </font></font></div><div> </div><div><font color="black"><font color="black" face="Arial" size="2">Individual call ins to The Kimpton Hotel Born. The following is the reservation link IMA+Kimpton Hotel Born Denver or call reservations 1-800-368-2544 and ask for the IMA rate or go to the hotelborndenver.com website and put in the dates and the Corporate ID 100270122 and search the book now button. </font></font></div><div> </div><div><font color="black"><font color="black" face="Arial" size="2"><strong>Shipping: </strong></font></font></div><div> </div><div><font color="black"><font color="black" face="Arial" size="2">Materials to be sent to IMA may arrive no earlier than 3 days prior to the event. Material shipped to IMA for the event should have the following information: </font></font></div><div> </div><div><font color="black"><font color="black" face="Arial" size="2">Janice Valgoi VCIA </font></font></div><div><font color="black"><font color="black" face="Arial" size="2">c/o Patty White </font></font></div><div><font color="black"><font color="black" face="Arial" size="2">IMA Corporate Office </font></font></div><div><font color="black"><font color="black" face="Arial" size="2">17th Street - Suite 100 </font></font></div><div><font color="black"><font color="black" face="Arial" size="2">Denver, CO 80202</font></font></div><font color="black"><div> </div><div> </div><div style="text-align: center; "><span style="font-family: Arial;"><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></span></div><div style="text-align: center; "> </div>
<div> </div>
<div> </div>
<div> </div></font>
<p><font color="black" face="Arial" size="2"></font> </p>
<p><font color="black" face="Arial" size="2"></font> </p>
<p><font color="black" face="Arial" size="2"><strong></strong></font> </p>
<p><font color="black" face="Arial" size="2"></font> </p>2018-11-07T00:00:00-05:00VCIA holds it's popular VCIA Road Show in Denver! Join us for a day of captive education and networking.daa5ddca-2a34-4908-9f1d-67f0930d722301 - VCIA Seminar Part 1: 1:00 - 2:30 pmacd64b90-6802-44b5-b121-5e260e3b16f4Sandra A. Bigglestone, CPA, CFE, CPM, APIRspeakerSandra (Sandy) Biggletsone is Director of Captive Insurance, Department of Financial Regulation for the state of Vermont. Sandy is charged with managing the Division's operations and overseeing the financial condition of captive insurance companies domiciled in Vermont. Among her various responsibilities, Sandy conducts the review and approval of captive insurance company applications for licensing, and filings related to company plan of operation changes. Prior to her regulatory career, Sandy provided audit and tax services for clients of a public accounting firm and was employed as an accountant in a Vermont medical center. Sandy earned a bachelor’s Degree in Accounting from Southern New Hampshire University. She is a member of the American Institute of Certified Public Accountants, Vermont Society of Certified Public Accountants and Society of Financial Examiners. Sandy also earned her Associate Professional in Insurance Regulation designation from the National Association of Insurance Commissioners.467dfe8c-26b6-4ca5-b346-2c1cef89d1dcIan Davis, MPAspeakerIan Davis is the director of financial services for the State of Vermont Department of Economic Development. Most recently, Davis worked as a policy specialist for the Agency of Commerce & Community Development for the State of Vermont. Prior to that Ian held a post as policy fellow under the Secretary of Commerce. Ian advises the Governor and Secretary of Commerce on new legislation and policy recommendations to maintain Vermont’s leadership as the premier on-shore captive domicile and is the chief marketing and business development professional for the State of Vermont, working closely with the Department of Financial Regulation and the Vermont Captive Insurance Association to maintain Vermont’s reputation as the Gold Standard. Ian is a graduate of the University of Vermont with a degree in Political Science and Sociology and a Master’s degree in Public Administration.957e6677-5da0-49ef-b6cb-cedd7d9c7207Anne Marie TowlespeakerAnne Marie Towle is an executive vice president for JLT Insurance Management and is the Captive Practice Leader. She has over 25 years of experience with diverse projects and has worked with captives and other alternative risk transfer vehicles in many key onshore and offshore domiciles. Prior to joining JLT in January 2017, she was a Senior Consultant with Willis Towers Watson for over 7 years and a Senior Manager in public accounting and spent 10 years in taxation, where she provided consultancy services to captive owners. She serves on the Board of Directors for the Vermont Captive Insurance Association (VCIA) and the International Center for Captive Insurance Education (ICCIE); the curriculum committee for ICCIE and an instructor for ICCIE courses; and the conference committees of the (2017 Chair) VCIA, Captive Insurance Companies Association (CICA), World Captive Forum (WCF) and the South Carolina Captive Insurance Association (SCCIA). Anne Marie is honored to be named to the Captive Review Power 50 for the past 3 years. Anne Marie is a requested frequent speaker and author on various captive insurance topics.84124f80-f502-4778-ad22-8fa73f2775e102 - VCIA Seminar Part 2: 2:45 - 4:15 pm964a7cd5-b486-4ab8-b7c0-69ea1761c40cHeather McClure, JDspeakerHeather McClure is an executive director of operations at OU Physicians. She is a licensed attorney in Oklahoma and Texas with an LL.M. in Health Care Law. Heather has worked exclusively for hospitals and physicians for over 20 years. She is responsible for risk management, professional liability, and patient safety for the mutli-specialty academic medical practice, which includes partnerships with multiple hospitals across Oklahoma and encompasses nearly every adult and pediatric specialty as well as 72 ambulatory clinics. Heather is also the Chief Operating Officer of OU Physicians’ captive professional liability insurer, Academic Physicians Insurance Company, which covers approximately 750 faculty physicians, 700 resident physicians and 700 medical students at the University of Oklahoma College of Medicine. She is a member of the Board of Directors of the Vermont Captive Insurance Association, representing over 1000 captives with risk located nationally and internationally.5840537f-3a00-4bad-b1b8-189c940cb22cRichard S. SmithspeakerRichard Smith is the president of the Vermont Captive Insurance Association, a member based association whose mission is to educate, communicate, and advocate on behalf of the captive insurance industry. Richard has led the association as president since October of 2009. Prior to his work at VCIA, Richard served as the Deputy Commissioner of the Public Service Department for the State of Vermont. During his five years at the department, he was the primary liaison with the Vermont general assembly on energy and telecommunications issues. Previously, he held a variety of state government leadership positions in Vermont. Richard holds a Bachelor of Arts in Political Science from the University of Massachusetts, Amherst. He also completed a Strategic Leadership for State Executives program from Duke University in 1999 and the Vermont Leadership Institute in 2000.519da081-d28d-4afc-bdc4-2fe5ddb85bb003 - Reception: 4:15 - 5:30 pm178131cc-771b-44d2-bc4f-c4953699ff5404 - CPE Certificatef16d9ce3-9cc6-4ed1-ad78-2c8476a3fff605 - CLE Certificatee7e7c9ea-40ad-4a93-a288-a6191b9baecaIMA, Inc./CORnerstone Risk Solutionsca83c98b-3532-4ff5-9555-7859682e4d2bJLT Insurance Management75a32f6a-ce9c-4b24-883c-bb08a9f3f9eePinnacle Actuarial Resources, Inc.ca966b2b-9d76-4e92-8375-851c91141471State of Vermont, Department of Economic Developmentce86ea99-957b-4a80-8abb-75fd8589a851York Alternative Risk Solutions
8da14875-7c3b-4aa1-9b27-1b1d29022d702018 VCIA Holiday Member Mixer December 12th at the Hilton70a536dd-8c31-49d3-a89a-7af772240247<p><span style="font-family: Arial;"><span style="font-size: 10pt;">VCIA's Annual Holiday Member Mixer will take place on December 12th, 2018 at the Hilton Hotel. </span></span><span style="font-family: Arial;"><span style="font-size: 12pt;"><span style="font-size: 10pt;">Hors d'oeuvres, beer, and wine will be served.</span></span></span></p><div><span style="font-family: Arial; font-size: 10pt;">Make plans to attend this popular event - mix and mingle with industry colleagues!</span></div><div> </div>
<div><span style="font-family: Arial;"><span style="font-size: 12pt;"><span style="font-family: Arial; font-size: 10pt;"><strong>Where: </strong>The Hilton </span></span></span></div><div> <span style="font-family: Arial;"><span style="font-size: 12pt;"><span style="font-family: Arial; font-size: 10pt;">60 Battery Street </span></span></span></div><div> <span style="font-family: Arial;"><span style="font-size: 12pt;"><span style="font-family: Arial; font-size: 10pt;">Burlington, VT 05401 </span></span></span></div><div> *<em style="font-family: Arial; font-size: 10pt;"><strong>Room name at the Hilton:</strong></em><span style="font-family: Arial; font-size: 10pt;"> <em>Seasons</em></span></div><div> </div><div><span style="font-family: Arial;"><span style="font-size: 12pt;"><span style="font-family: Arial; font-size: 10pt;"><strong>When: </strong>Wednesday December 12, 2018</span></span></span></div><div> </div><div><span style="font-family: Arial;"><span style="font-size: 12pt;"><span style="font-family: Arial; font-size: 10pt;"><strong>Time: </strong>4:30 - 6:00 p.m. </span></span></span></div>
<div> </div>
<div></div><span style="font-family: Arial;"><div style="text-align: center; "><span style="font-size: 12pt;"><span style="font-size: 12pt;"><span style="font-family: Arial; font-size: 10pt;"> </span></span></span></div><div style="text-align: center; "><strong style="font-size: 10pt;">For VCIA Members only. </strong></div><div style="text-align: center; "><strong style="font-size: 10pt;">We look forward to seeing you!</strong></div><div><span style="font-size: 10pt;"><div style="text-align: center; "> </div></span></div></span>
<div><div style="text-align: center;"><span style="font-size: 13.3333px;"><br /></span></div><span style="font-size: 10pt;"><div> </div></span></div>2018-12-12T00:00:00-05:00Join us for VCIA's popular Holiday Member Mixer Network with friends and colleagues on December 12th at the Hilton Hotel!b005d52f-6d3a-43a9-b5be-c3c0d66bd503Bank of America Merrill Lynch
2018 VCIA Webinar - Hot Topics for Captive Regulatory Compliance
VCIA presents a webinar, "Hot Topics for Captive Regulatory Compliance," on September 20th.
2018 VCIA Webinar - Comparing Your Captive Program to Benchmarks - Finding Wisdom in the Data
VCIA presents a webinar, "Comparing Your Captive Program to Benchmarks - Finding Wisdom in the Data" on October 17th.
2018 VCIA Denver Road Show November 7, 2018
VCIA holds it's popular VCIA Road Show in Denver! Join us for a day of captive education and networking.
2018 VCIA Holiday Member Mixer December 12th at the Hilton
Join us for VCIA's popular Holiday Member Mixer Network with friends and colleagues on December 12th at the Hilton Hotel!