e02d7289-90a7-4392-baa1-3aa0cb8ac8a42018 VCIA Annual Golf Tournament98fa7cf0-26ce-4b43-8427-297156eb29c8<div><font color="black" face="Arial"><strong style="font-family: Arial; font-size: 10pt;">Join us for the VCIA 2018 Annual Golf Tournament. Registration opens May 1st!</strong></font></div><font color="black" face="Arial"><div><em><strong> </strong></em></div><div> <strong style="font-size: 10pt;">Where: </strong><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;"><strong>Date: </strong>August 7, 2018 </span></div><div><strong> </strong></div><div> </div><div><span style="font-family: Arial; font-size: 10pt;"><strong>Time: </strong>8:30 a.m. <em>(one start time) </em></span></div><div> </div><div> </div><div><strong style="text-align: center; font-size: 10pt;">Tournament Format:</strong><span style="text-align: center; font-size: 10pt;"> </span></div></font><div> </div><div><font face="Arial"><font color="black"><span style="font-size: 10pt;">Network with colleagues at one of Vermont's most scenic courses! First come, first serve; limit 129 participants.T</span></font></font><span style="font-size: 10pt; font-family: Arial;">he competition will be an 18-hole scramble format with prizes awarded to the top three scores after the round. Achievements including closest to the pin and longest drive will be recognized. Achievements will be presented during lunch at the Club House after the tournament. Golfing attire is required - shirt with collar and soft spikes. </span></div><div><strong> </strong></div><div><span style="font-size: 10pt; font-family: Arial;"><strong>Package & Club Rentals: </strong></span></div><div><font face="Arial"></font></div><font face="Arial"><div> </div><div><span style="font-family: Arial; font-size: 10pt;">Package includes greens fee, cart, golf prize giveaway, box lunch, and beverages. Club rentals are available at additional cost for the golf tournament. All rental inquiries should be directed to Sean Toof at 802.</span><span style="font-family: Arial; font-size: 10pt;">264.9418 or <u>seant@vermontnational.com</u> by July 17th. </span></div><div> </div><div><span style="font-family: Arial; font-size: 10pt;"><em>*PLEASE NOTE</em>: 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></div><div> </div><div><span style="font-family: Arial; font-size: 10pt;"><strong>Fees: </strong></span></div><div> </div><div><span style="font-family: Arial; font-size: 10pt;"><strong> VCIA Members: </strong>$195 per individual entry paid through June 29, 2018 or $215 per individual after June 29, 2018. $780 per four person team paid through June 29, 2018 or $860 after June 29, 2018. </span></div><div> </div><div> <strong> </strong><span style="font-family: Arial; font-size: 10pt;"><strong>Non-Members:</strong> $245 per individual entry paid through June 30, 2018 or $265 per individual after June 30, 2018. $980 per four-person team paid through June 30, 2018 or $1061 after June 30, 2018. </span></div><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><strong> </strong></div><div><span style="font-family: Arial; font-size: 10pt;"><strong>Foursomes:</strong></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;"><strong>We look forward to seeing you there! </strong></span></div><div style="font-style: italic;"> </div></div><div> </div></font>
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<p><font color="black" face="Arial"></font> </p>2018-04-02T00:00:00-04:00Join us for golf at the VCIA Annual Conference on August 7th, 2018. Register before June 29 and save! There will be one tee-time at 8:30 a.m. Registration is required and limited to 129 first-come, first-served. Plan to arrive at the course one hour before scheduled tee time. No shuttle service will be provided to the Golf Tournament location.6e05e5c7-1f94-484c-81b6-d314222931c62018 VCIA Annual VCIA Golf Tournament2018-08-07T00:00:00-04:008:30 am7835ac83-6fa7-47ab-a56b-d304b4cf1becJohnson Lambert LLPc973d59c-e6bb-4004-bd9b-20d3c33bca88Marsh Captive Solutionsdecc4eec-3c38-4d49-9f92-5398bea341d7James T. McIntyre5512e357-23cd-4bd7-8f77-44ab0563433dOppenheimer & Co. Inc.c40f23b3-b442-4dcf-8dd3-d8be9d980673Payden & Rygel00233039-103b-41b5-811b-f0f608353c6fPrimmer Piper Eggleston & Cramer PCe909a02e-b5c2-42d4-bb51-4dec1fd6d327Safety National Casualty Corp.e3f6d56b-7afa-44df-8c1f-9129baf80f21Teese Consulting LLC3cf7d49f-5e2e-47a9-bd1c-c044f991e139Willis Towers Watson
cccfae1a-210a-49e8-b8b0-f8bdc96b16962018 VCIA Annual Conference "Where the Captive World Comes to Meet"98fa7cf0-26ce-4b43-8427-297156eb29c8<div><font face="Arial" size="3"><span style="font-family: Arial; font-size: 10pt;">Join us August 7th - 9th in Burlington, Vermont for the largest captive insurance conference in the world! The VCIA signature event features timely educational sessions and round tables at every level paneled by 70 expert industry leaders including many captive owners sharing their experiences, fantastic networking opportunities including receptions, the popular VCIA Golf Tournament and timely and entertaining keynote speakers. This is an event you do not want to miss! </span></font><span style="font-family: Arial; font-size: 10pt;">Registration opens May lst. Please contact the VCIA office if you have any questions: (802) 658-8242 or email Megan at <u>megan@vcia.com</u>. </span></div><h2> </h2>2018-08-07T00:00:00-04:00The VCIA Annual Conference hosts 1100 people from all over the world for two and a half days of the finest captive education available. Attendees have access to any level of learning -- from basic sessions to advanced. Professional education credits are offered (CPE / CLE / ICCIE) to those who attend the sessions. Nearly 100 companies exhibit at VCIA. Please join us in August!5b89b872-2c86-413e-8185-eb6d84892dc001. Exclude from DirectoryPlease select this item if you wish to have your contact information withheld from the conference attendee list.2018-08-07T00:00:00-04:002b09aa25-c699-428b-8336-ae273ed7c81b02. First Time Conference AttendeePlease select this item if it is your first time attending the VCIA Conference. And Welcome!2018-08-07T00:00:00-04:007f6e95ac-b54d-48ee-b9d9-ed917557be5a03. Continental Breakfast - Davis Center Attendees Only2018-08-07T00:00:00-04:008:30 am21bfb42b-8e61-48c7-8bcd-5c6302fd39e404. Captive Owner's Tour: Green Mountain Power2018-08-07T00:00:00-04:009:00 am642394f1-2d33-4ee7-badd-f993098b5c3305. Newcomer's Welcome & Orientation: Optimizing the VCIA Conference - Davis Center2018-08-07T00:00:00-04:008:45 am17288d50-7658-4508-a465-84c9b6cc4ba3Janice Klodowski, ACIspeakerJan Klodowski is the vice president of Agri-Services Agency Inc. a wholly owned subsidiary of Dairy Farmers of America. She is administrator for Agrisurance Inc., a Vermont domiciled Sponsored Captive that provides Workers’ Comp and Health coverages for the farming and agricultural industry in the United States. Part of Jan’s responsibilities include the development and management of successful Captive/Alternative Risk Financing programs for their members. Jan received her BA from Syracuse University and her MBA from Le Moyne College. She is a licensed Insurance Broker and holds the designations of Associate in Captive Insurance and the Associate in Risk Management. Jan is the Chair of the VCIA and holds other Board and advisory positions for the insurance and Ag safety associations.8e4ab893-f4f0-4330-a9c5-301339eed80cSandi PrescottspeakerSandi Prescott is Head of Client Service at Performa Limited (US), LLC, an independent investment specialist with offices in Vermont, South Carolina and Bermuda, focused exclusively on managing assets for captive insurance companies. Sandi is responsible for the firm’s global client relationships, including captives domiciled in the US, Bermuda, Cayman and other offshore locations. She works with current and prospective clients and Performa’s internal investment team to structure a customized investment solution that satisfies the unique investment constraints of each captive client. In addition to being Head of Client Service, Sandi is also a member of the firm's Senior Management Team. Prior to joining Performa in 2013, Sandi was Vice President and Portfolio Manager at Dwight Asset Management, a Goldman Sachs Company. Before working at Dwight for 12 years, Sandi was a Corporate Accounting Manager at Fidelity Investments and Senior Auditor at Price Waterhouse. Sandi graduated from the University of Vermont with a Bachelor of Science degree in Business Administration.00f1cd4c-017d-4cf7-8f4f-4386c852a73cRichard 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 2000.8e8d4aa3-d440-4d70-a6f9-d1c2cd282cc806. Captives 101 - Davis Center (Basic)2018-08-07T00:00:00-04:0010:00 am0d650823-c689-453c-8478-d75f91fd0966Julie BordospeakerJulie is the President and General Manager of PCH, providing general and professional liability insurance to over 1,200 personal care homes and assisted living facilities in the U.S.
After serving as outside counsel, she joined the company in 2013 as its Vice President and Claims Committee Chair. A former litigator, Julie has over 25 years of experience working as counsel to fellow attorneys and businesses. With such diverse experience, she engages a 360 view when addressing the unique demands of running a risk retention group. In 2017 she joined the Board of the National Risk Retention Association and is Co-Chair of NRRA’s 2018 Conference.ef60d78a-615f-47a3-be4e-c5e8826fe128Christine 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.c46dc33b-1d05-4a6a-940b-4822848f86cdMichael ConnellspeakerMichael (Mike) Conner became President of RRRG in July 2016, after joining Servpro in 2016. He also serves as Operations Manager of Servpro’s Canadian Division. Prior to joining Servpro, Mike had a long and successful career in the insurance industry, culminating with Liberty Mutual serving as President and CEO of both Indiana Insurance and Hawkeye-Security Insurance. Mike also has experience as a franchise owner, consultant, and broker.3080e534-0840-464e-b83c-4894aea0c543Francis X. Doyle, CPCU, CLUspeakere8c7a360-44c5-4605-9625-1a28f8e0bf84Jeffrey B. Horner, ARM, ACIspeakerJeff Horner is risk manager for the Hormel Foods Corporation. He oversees the risk management function including contract review, directing company property loss prevention program, the designing, marketing and procurement of various insurance programs along with involvement with mergers and acquisitions and oversight of the company’s business continuity plan. He is also Vice President of Hormel’s captive subsidiary, Diversified Foods Insurance Company, and is charged with oversight of the day to day operations of the insurance company. Prior to his role as Risk Manager, he spent the first 15 years of his career at Hormel Foods Corporation as an Industrial Engineer involved in project work including product costing, labor standards, process layout and ergonomics at various company locations. He presently serves on the Minnesota Chapter of the Risk and Insurance Management Society (RIMS) Board of Directors as the National RIMS Delegate. He has also served as Vice-President and President of Minnesota RIMS. He leads the Consumer Food & Beverage Industry Group at the Annual RIMS International Conference. He received his BS in Industrial Engineering from North Dakota State University. He holds Associate in Risk Management and Associate in Captive Insurance designations.c90a1d97-6765-4712-a251-aaa65685c7ed07. Governance Standards for RRGs - Davis Center (Advanced)2018-08-07T00:00:00-04:0010:15 amed34f435-9700-4563-8694-6bed0ad52bc1Michael HakimianspeakerMike Hakimian joined MCIC in 2015 as Senior Vice President and Chief Financial Officer. Prior to joining MCIC he was the Senior Vice President and Chief Financial Officer of Assurant Specialty Property, a leading provider of specialty insurance services. Mr. Hakimian has over 20 years of experience in the financial services sector, including leadership roles with Nationwide Insurance and JP Morgan Chase. With advanced technical knowledge of financial services and a strategic mindset, he has been instrumental in leading many key business priorities such as merger and acquisition activity, operational excellence initiatives and advancement of management analytics. A graduate from the University of Illinois at Chicago, Mr. Hakimian is a CPA with an MBA in Finance from the University of Chicago.43aacd96-d4ab-4fde-8f78-181bb0a1644cJoseph T. HolahanspeakerJoseph (Joe) Holahan is an attorney with the law firm Morris, Manning & Martin, LLP and a member of the firm’s Insurance and Reinsurance Group. Based in Washington, D.C., Joe is highly experienced in the development and maintenance of captive insurance programs, including all aspects of formation, licensing, regulation and corporate governance. Joe often speaks and publishes on topics of interest to the captive insurance community, including fronting, reinsurance, cyber risk, terrorism insurance and the regulation of risk retention groups. 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 past Chair of the Vermont Captive Insurance Association Legislative Committee.6e94cf1c-a7b4-482a-b8c9-5363238a82f7Christina KindstedtspeakerChristina Kindstedt is a senior vice president at Advantage Insurance Management (USA), a captive management subsidiary of Advantage with offices in the Cayman Islands, Puerto Rico, the UK, and the US. Christina has extensive experience forming and managing captives, Risk Retention Groups, and Risk Purchasing Groups in various industries. For companies that consider captives, Christina conducts feasibility studies and formation services. For companies with existing captives, Christina provides strategic review, expanded use analysis and improvement plans. Christina also works with traditional insurers which are interested in forming or collaborating with captives. She is a frequent speaker at insurance conferences in the US and China.65ce13ca-067a-40e7-a81f-d27fe6953280Heidi Dupont RabtoyspeakerHeidi Rabtoy is an Assistant Chief Examiner with the Vermont Department of Financial Regulation – Captive Division, where she supervises the Captive Division's staff and oversees the financial condition of their captive insurance companies. Heidi has been with the Captive Division for thirteen years and has been involved in all aspects of the analysis and examination processes. Heidi currently oversees the Division’s working group responsible for developing risk focused examination processes for Risk Retention Groups. Prior to joining the Captive Division, Heidi was in captive management for three years. Heidi received a BS in Accounting from The University of Vermont and has attained the Certified Public Accountant and Certified Financial Examiner designations.e25b1d98-80e3-4226-a160-d798ad05dbf208. Future-Proofing Your Captive - Davis Center (Advanced)2018-08-07T00:00:00-04:0010:30 amb10b053c-36f4-4058-a6a4-106addeb8ad4A. Tracy 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.3cb53da2-8057-446e-92d6-466e409353c5Karin J. Landry, ACI,CEBS,CLTCspeakerKarin Landry is Managing Partner with Spring Consulting Group, LLC. With more than 25 years of experience in the insurance, health care, risk financing and benefits industries, Karin is an internationally recognized thought leader in this sphere. Karin helps clients develop customized, innovative solutions including developing insurance and captive entities, designing new health and life products, evaluating benefits strategies and funding, and creating market entry strategies for companies in the retirement area. She holds eight patents in insurance and is on Boards and/or Advisories for CICA, Fallon Health and VCIA. Karin has won numerous awards, including Power Broker and is a licensed insurance advisor for life, health and property and casualty.584bc84b-8e98-4db0-829f-d0e7b937b25a09. Davis Center Lunch (Ticketed) for Davis Center Session Attendees Only2018-08-07T00:00:00-04:0011:30 am766761a2-39b4-4060-a35b-bae3667b917b10. Captive Owner's Lunch (Ticketed, Captive Owners Only) - Davis Center2018-08-07T00:00:00-04:0011:45 amec0df208-a8dd-4b1e-a426-082a5fe6327811. Tax Reform: Where the Dust Settled - Davis Center (Advanced)2018-08-07T00:00:00-04:001:15 pm91dffaaa-4a85-4aa9-89ac-d29fca80599aThomas M. JonesspeakerTom Jones is a partner at McDermott Will & Emery LLP where he is a member of the firm’s tax department. His practice focuses on federal and state tax, insurance, regulatory and legal matters concerning captives and other alternatives to commercial insurance. Tom has extensive transactional experience in all major U.S. and offshore captive insurance jurisdictions. In 2001, Tom was a recipient of a special recognition award for captive insurance expertise bestowed by the Cayman Islands Government. He was honored by VCIA as the recipient of its 2005 Industry Service Award. Tom received CICAs Distinguished Service Award in 2008. Tom received Captive Review’s Hall of Fame designation in 2017. Tom earned a B.A. in Economics from the University of Illinois and MBA/JD Degrees from Cornell University.0a985bab-1394-4b41-9002-4069fad3c1dcCharles J. LavellespeakerCharles J. (Chaz) Lavelle is partner of Bingham Greenbaum Doll LLP. He is listed in Captive Review’s Power 50 (2014). Chaz was Tax Counsel for two taxpayer victories in captive insurance tax cases in the United States Court of Appeals: Humana Inc. v. Commissioner (deciding the “brother-sister” issue) and Ocean Drilling & Exploration Company v. United States (deciding the outside business issue). He regularly counsels businesses in the formation, operation and taxation of captive insurance companies and represents taxpayers in Federal tax controversies, including captive insurance issues. Mr. Lavelle frequently writes and lectures on captive insurance tax topics. Chaz co-teaches at ICCIE and lectures and writes on captives. His civic and charitable activities include serving as past chair of the Kentucky Chamber of Commerce.e3f25ee4-e46a-441f-bbf5-d0cecdfe1491Jeffrey WebbspeakerJeffrey J. Webb is senior manager in the Financial Services practice of Deloitte Tax, LLP. He has over thirteen years of experience working with financial services companies, primarily focusing on the insurance and health plan industries. Jeff has a significant amount experience assisting insurance companies with their financial reporting for income tax calculations, focusing on tax and accounting technical issues. He also supports companies with their tax transformation programs. Jeff is also the author or two publications: Securing tomorrow: The ripple effects of insurance-linked securities in the reinsurance market which was published in January of 2016 and Insurance Tax Transformation: Increasing tax efficiency, vision, and impact on the bottom line which was published in June of 2015. He received his Bachelor of Science degree in Accounting from the University of Connecticut. Jeff is a licensed Certified Public Accountant in New York and Illinois and a member of the AICPA, NYSSCPA, Illinois CPA Society and Wall Street Tax Association.cb7e5b88-7dce-4e69-b7ce-c60e694e5d4fP. Bruce Wright, Esq., JD, CPCUspeakerP. Bruce Wright is a partner at Eversheds Sutherland (US) LLP where he is involved in tax and insurance law issues including representation of property and casualty insurance companies, formation of single parent/group captive insurers, counseling of risk retention groups and creation of various types of alternative risk financing mechanisms, including, among others, "rent-a-captives" and "cell companies." His practice has included counseling clients on formation of commercial offshore privately and publicly held entities and the development of structured financial products such as securitizations, swaps, options and similar products, used as alternatives to conventional risk financing mechanisms. Mr. Wright speaks regularly at industry conferences including the Vermont Captive Insurance Association, Captive Insurance Company Association and Hawaii Captive Insurance Association. He received a J.D. from Brooklyn Law School, cum laude and an LL.M. (Tax) from Georgetown University.588d492b-f0a4-4573-be86-4393e92f54b012. Financial Statements 101 - Davis Center (Basic)2018-08-07T00:00:00-04:001:30 pm0bc561f3-1583-41cd-87c4-d96d268a153dPatricia L. Henderson, AIAF, CIIPspeakerPattie Henderson is a team leader and Director of Compliance in the Burlington, Vermont office of Strategic Risk Solutions, having joined SRS in 2002 after serving as President/CFO of SINSER Management Services and prior to that Supervising Accountant for Liberty Mutual. Her responsibilities include management and supervision of client accounts, as well as financial and regulatory reporting for single and group captives, reciprocals and RRGs. Pattie received her BS in Business Administration/Management from Keuka College and holds the Associate in Insurance Accounting & Finance designation. She is a past Board member of VCIA and currently serves on its Finance Committee.38aa071f-4b52-4830-873e-defc5032e6dcLauren C. Leahy, CPAspeakerLauren C. Leahy, CPA, is currently the vice president and chief financial officer of Eastern Dentists Insurance Company (EDIC). She has been with the medical malpractice insurance company since November 2002, when she was employed as its controller. In July 2005, she was named vice president and chief financial officer. Prior to EDIC, Lauren worked as a manager of Financial Analysis for Liberty International Holdings Inc., from 2000 to 2002. From 1999 to 2000, Lauren was employed with Arthur Andersen LLP, as an assistant operations manager. From 1995 to 1998, Leahy worked for Arthur Andersen as a senior auditor for the Assurance Practice. A graduate of the University of Richmond, at the E. Claiborne Robins School of Business, she attained a BS in Accounting. Ms. Leahy is a member of the Massachusetts Society of Certified Public Accountants.ebcc96fd-520a-4a60-923c-0317cb837fcdJohn M. PrescottspeakerJohn Prescott, CPA, AIAF is managing partner in the Burlington, Vermont office of Johnson Lambert & Co. LLP, where he leads the firms alternative risk practice. John has eighteen years of experience serving a wide variety of alternative risk entities, governmental risk pools and regional carriers. During his career he has worked with well over 100 insurance companies. He holds the Associate in Insurance Accounting and Finance designation offered by the Insurance Institute of America. John serves clients across numerous domiciles including Vermont, New York, South Carolina, Texas, Hawaii, District of Columbia and elsewhere.6a903be9-a287-43af-96cf-57e2d145f48d13. Succession Planning: Bridging the Next Generation of Leaders - Davis Center (Basic)2018-08-07T00:00:00-04:001:45 pm3741cf49-4b2c-4e0f-9ab5-f58cbdee9dfeLes BoughnersspeakerLeslie (Les) Boughner is Chairman of Advantage Insurance Management (USA) LLC. He entered the insurance business in 1977. He held senior positions with FM Global, AIG, CNA, Zurich and Willis prior to joining Advantage Insurance Management (USA) LLC. He holds a Bachelor of Mechanical Engineering (with Distinction) from Carleton University, Ottawa, Canada, and an MBA from York University, Toronto, Canada. As Chairman of Advantage Insurance Management (USA) LLC, Les is responsible for developing Advantage’s captive insurance and related businesses globally, including its direct underwriting activity at Lloyd’s reinsured by Advantage Property & Casualty Company SPC. In his role as Managing Director of Willis Global Captive Practice, Les was responsible for the profit and growth of “The Americas” Practice with offices in Barbados, Vermont, Cayman, Bermuda and Hawaii. He is Past Chairman of the Captive Insurance Companies Association (CICA), is on the Program Committee of the World Captive Forum and Chairman of the Self Insurance Information Association (SIIA).09e5981f-ed54-4d1b-aaf4-eea98628967cColin DonovanspeakerColin Donovan is the president of STICO Mutual Insurance Company, A Risk Retention Group which specializes in general liability, pollution liability, and contractual liability insurance for 120 storage tank manufacturers, pressure vessel fabricators and petroleum equipment contractors throughout the country. Starting with STICO in 1998, Colin oversaw the underwriting, marketing, reinsurance placement and investment management before assuming the presidency in 2015. Colin earned his B.S. in Marketing and B.S. in Mass Communications from Miami University in Oxford, Ohio in 1995 and earned his M.B.A., with Distinction, from DePaul University in Chicago, Illinois in 2002. He also earned his Associate in Captive Insurance from the ICCIE program in 2008.c80eba33-ef7e-4b8b-a4df-4b0b82d8dddbAlicia 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.97173877-1495-4455-8df5-f1c1d2aa4de8Anne 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.62d3679d-45d3-4387-997c-d01327cab90c14. General Session with Keynote Speaker, Jack Uldrich - Davis Center2018-08-07T00:00:00-04:003:00 pme239af5f-043f-4b92-8c86-3d4d2fbc96c3Philip B ScottspeakerGovernor Phil Scott became the 82nd Governor of Vermont on January 5, 2017. He previously served three terms as Vermont’s Lieutenant Governor, and as a Senator for Washington County. As Governor, he has committed to making a difference in the lives of Vermonters by growing the state’s economy, making Vermont more affordable, and restoring faith and trust in government. Scott is a native Vermonter and a graduate of The University of Vermont. In 2000, he was elected to the Vermont Senate, where he represented Washington County for five terms. Phil was elected Vermont’s 79th Lieutenant Governor in 2010. As Lt. Governor, he launched innovative programs for the opportunity to learn from Vermont’s employers and workers.df49e666-f5db-4fff-aafa-a3a2e528be67Jack UldrichspeakerJack Uldrich is a frequent speaker on technology, change management and leadership and has addressed hundreds of corporations, associations and not-for-profit organizations on five continents. He regularly makes television appearances on the Science Channel, the Discovery Channel and is a frequent guest on major media outlets, including CNN, CNBC and National Public Radio. Jack is also an ongoing contributor on emerging technologies and future trends for a number of publications, including The Wall Street Journal, Forbes, Wired Magazine and BusinessWeek. Jack is a former naval intelligence officer and Defense Department official and he has also served as the director of the Minnesota Office of Strategic and Long-Range Planning under Minnesota Governor Jesse Ventura. Jack began his career as an intelligence officer for the United States Navy and also served as the Director of the Office of Strategic Planning for the Governor of Minnesota. Join us for this engaging session!2a44088f-1ea6-4983-89bf-09edb15b5cc9Peter F. WelchspeakerRepresentative Peter Welch was first elected to Congress in 2006. In an era of partisanship, he is widely recognized as a skillful legislator who chooses governing over gridlock. During his ten years in the House, he has established himself as a champion of energy efficiency, health care reform, and telecommunications issues. Peter was born in Springfield, Massachusetts and graduated from the College of the Holy Cross. As one of the first Robert F. Kennedy Fellows, he fought housing discrimination in Chicago and went on to earn a law degree from the University of California, Berkeley. He settled in Vermont’s Upper Valley and worked as a public defender before founding a law practice. He was first elected to the Vermont Senate in 1980 and was later selected by his colleagues to lead the chamber, becoming the first Democrat in Vermont history to hold the position of Senate President Pro Tempore. Peter is married to Margaret Cheney, Commissioner of the Vermont Public Utility Commission. They share a home in Norwich, Vermont.5090b991-ea64-4cdc-91f1-e537ad19b79b15. Opening Reception with Conference Exhibitors - DoubleTree Exhibit Hall2018-08-07T00:00:00-04:005:00 pma6c61ffd-ee90-463d-9bc5-e6928029f82316. Breakfast in Emerald I and II2018-08-08T00:00:00-04:007:30 am1e712c3b-d9e7-4855-b787-1653c42b05b217. VCIA Annual Member Meeting2018-08-08T00:00:00-04:008:15 ama28a3e66-6f20-4f4c-9b92-1b622cd209aeJames F. FeehanspeakerJamie Feehan is 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.4d8674b4-593e-46bc-8425-ffa76512d95bJames T. McIntyrespeakerJames T. McIntyre is a partner in the firm McIntyre & Lemon, PLLC, where he specializes in the areas of government relations, banking, financial services, tax and insurance. He served in U.S. President Jimmy Carter’s cabinet as the 24th Director of the Office of Management and Budget (OMB) and was an attorney at the University of Georgia’s Institute of Law and Government. In 1966 Jim became general counsel for the Georgia Municipal Association, served as deputy state revenue commissioner in 1970 and was later appointed director of the office of planning and budget for the State by Governor Carter. President Reagan later appointed him to his Commission on Privatization. Jim is a member of the District of Columbia Bar and State Bar of Georgia. He is admitted to practice before the U.S. Supreme Court and U.S. Court of Military Appeals.c5ad50cb-e581-4f85-a1ef-9983846e614dMichael PieciakspeakerMichael S. Pieciak is commissioner of the Vermont Department of Financial Regulation. He was appointed by Gov. Peter Shumlin in July 2016 and reappointed by Gov. Phil Scot in December 2016.
Commissioner Pieciak serves as the chief regulator of Vermont’s financial services sector, including the insurance, captive insurance, banking and securities industries. Commissioner Pieciak previously served as deputy commissioner of the Department’s Securities Division. Prior to his service with the Department, Commissioner Pieciak practiced law in New York City at Skadden, Arps, Slate, Meagher & Flom LLP in the Mergers and Acquisitions Group. Commissioner Pieciak also previously practiced at Downs Rachlin Martin in Burlington in the Business Law Group. Commissioner Pieciak is an observer member of the SEC Advisory Committee on Small and Emerging Companies, Chairman of the North American Securities Administrators Association (NASAA) Corporate Finance Section Committee and member of the National Association of Insurance Commissioners (NAIC). Commissioner Pieciak graduated cum laude from Union College with a degree in political science. He received his law degree summa cum laude from the University of Miami School of Law where he served as editor-in-chief of the “Miami Law Review.” Commissioner Pieciak is also a member of the Vermont State Colleges Board of Trustees..0341b4e1-15d9-424d-81d2-eddd6abbc9b218. Owner Lessons Learned in Establishing a Captive (Basic)2018-08-08T00:00:00-04:008:45 am8beabb54-e23c-4c80-a843-4633821d2f99Steve Legg, CPCU, ARMspeakerSteve Legg is director, Risk Management for Starbucks Coffee Co. and vice president of their captive, Olympic Casualty Insurance Company. Steve’s responsibilities include global property and casualty insurance, claims management, risk financing activities and management of the risk team within Starbucks treasury & risk management department. Steve served on the Board of the Washington State RIMS chapter for seven years, serving as President in 2005-2006. He has a degree in Political Economy from the University of California at Berkeley. Steve lives in the Seattle area with his wife Carla and their 7-year-old twins.a20577d7-b142-43df-b02b-c9d6ab1d0133Michael C. Meehan, CIC, CRMspeakerMike is a consultant with Milliman, Inc. and has approximately 25 years of experience working with captive insurance companies and other alternative risk financing programs. Mike is an active participant in the captive industry and is a frequent speaker and author on captives and alternative risk financing. Mike is an active member on numerous captive domicile committees, and is also a former Board member and Treasurer of the VCIA. Mike was named to Captive Review’s Power 50 in both 2016 and 2017.bfdcbd87-2fad-449d-9fb9-1e37c2a8e417Timothy J. Padovesespeakerb964a93d-d454-4caf-b091-805729ef1b88Michael 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).857d4be2-d757-4544-9c0c-32d72cfa661e19. The Changing Profile of Risk - How are the Reinsurance Markets Adapting? (Intermediate)2018-08-08T00:00:00-04:0010:00 am7aacf7fc-7d9e-4a09-b6ff-d94dd00947abSteven R. BaumanspeakerSteven Bauman is Head of Global Programs and Captive Practice in North America for XL Catlin. His responsibilities are to assist XL Catlin customers, brokers and internal stakeholders in the formation of risk management solution oriented Global & Captive Programs. Steve has over 30 years of experience in corporate insurance and captive services including positions at Zurich Insurance, AON, XL Global Insurance Company and Marsh. Mr. Bauman has coordinated business in over 60 countries and has expertise are in corporate P&C insurance and reinsurance, with an emphasis on captive programs for large national and multinational corporations that use of various loss retention mechanisms, risk transfer and reinsurance products for a multitude of risk management concerns. Steve has served on the board of directors for Vermont Captive Insurance Association and ICCIE and has worked with U.S. state governments on issues related to captive insurance. Mr. Bauman holds a Bachelor of Arts degree from Colgate University, majors in economics and political science and a Masters in Management from Stevens Institute of Technology.faf922b8-59a8-4b4d-9834-99f830ae5359Steven M. McElhiney, CPCU , MBA, ARespeakerSteve McElhiney is the president of EWI Re, Inc., the Chief Risk Officer for Contran Corporation, the president of Tall Pines Insurance Company of Vermont (Contran Corporation’s captive insurance company), and Chairman of EWI Re (UK), Ltd. He is a past president and Chairman of the International CPCU Society (2011-2012) and a past Chairman of the Board of the VCIA (2011-2013). Steve has an MBA in Corporate Finance and a Bachelor of Science, cum laude, from USC and attended Northwestern Kellogg and the University of Michigan Ross graduate schools. He authored “Fundamentals of Reinsurance and Reinsurance Markets” in 2012.2d23124d-9d55-4d60-b8d7-aa78dbf3bd99Daniel T. Meyer, CPCUspeakerDan Meyer is senior vice president for Guy Carpenter. He has been in the insurance and reinsurance industry for over 27 years and has been the senior vice president in the Alternative Reinsurance Solutions (ARS) group at Guy Carpenter since April of 2003. The primary function of the ARS group is to help clients gain direct access to the reinsurance markets through their captive, risk retention group or joint purchasing authority, enabling them to benefit from a full spectrum of insurance and reinsurance solutions. The range of solutions provided, allows the client to make better more informed choices, helping them to tailor the insurance /reinsurance program(s) to their specific needs. His background is primarily in Captive programs, Finite Structures & Risk Management.4f7b90e1-2718-4433-bc9c-ada0e4c365edSalvatore SamaspeakerSal Sama is leading the development and advancement of Swiss Re's US Professional Lines treaty products and the building of the US Professional Lines treaty underwriting team. In his previous role, Sal was an Account Executive for Swiss Re's Regional & National segment focused on managing existing clients and producing new opportunities in the Western region of the US. In 2011, Sal joined Swiss Re for the second time in his career. He previously worked for Swiss Re in Rome and Milan, Italy as a Casualty Facultative and Treaty Underwriter. In addition to working for Swiss Re, Sal has held positions in the US as a Casualty Broker at Marsh, a Casualty Underwriter focused on D&O and E&O products for Financial Institutions at ACE and AIG, and as an Equity Research Analyst covering the Property/Casualty Insurance industry with Investment Banking firms.Sal earned an MBA in Finance and a Bachelor of Business Administration degree in Risk Management & Insurance with honors from the Peter J. Tobin College of Business of St. John’s University in New York.ebb24905-6b90-4af3-9e02-4c7c6b56e6d320. Blockchain & Distributed Ledger Technology: Scenarios for Captives (Advanced)2018-08-08T00:00:00-04:0010:00 am5acb9f12-5395-4691-852a-445f35a2cf00Carol BartonspeakerCarol Barton is President of AIG Multinational. In this position, she is responsible for the
worldwide leadership and strategic direction of AIG’s multinational business including captive
fronting and management services. Responsibilities involve driving a consistent global vision,
value proposition, and key strategies across the full spectrum of general insurance products
ensuring expert design and management of multinational programs delivering world class
service to our clients and broker partners. Carol most recently served as Chief Underwriting Officer for Global Property responsible for the leadership of all underwriting activities as well as for the delivery of market leading capacity, products, and services for AIG’s commercial property, and energy and engineered risk portfolios. Prior to joining AIG in January 2012, Carol developed her insurance career working for FM Global in positions of increasing authority most recently as Senior Vice President, Chief Underwriting and Reinsurance officer with global leadership responsibility for all underwriting and reinsurance activities. Carol attended the AICPCU Advanced Leadership Education Program at Wharton School of the University of Pennsylvania and earned an Associateship in the Insurance Institute of Canada. She also holds the distinction of being selected as a 2017 Business Insurance “Elite Women in the Insurance Industry” honoree.88aef653-476f-4255-a4ec-649a40900bc6Rocco F. Mancini, ARMspeakerRocco Mancini is a consultant with Marsh’s Captive Advisory Group. Rocco 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. Rocco also participates in captive strategic reviews for clients that already have captives. Rocco joined Marsh Captive Solutions in 2015. He has successfully assisted clients with determining the feasibility of new captive programs and performing strategic reviews to optimize existing captive programs. Prior to joining Marsh, Rocco was a multinational pooling and captive analyst with MetLife, Inc. Rocco has a BS in Health Care Management from the University of Connecticut and is an Associate in Risk Management (ARM).135181e4-0c17-4b5f-9f94-88b92af6ae0421. A Tale of Two RRGs - Healthcare Trends Affecting Captives (Advanced)2018-08-08T00:00:00-04:0010:00 amc80b54c1-4e8e-4b67-8fe4-1fd155094d0eClare M. Bello Ogden, Esq.speakerClare M. Bello, Esq. is senior vice president for CCMSI, and division leader and founder of VCM. For 16 years VCM has been nationally recognized for its flexible and cutting edge claims management and consulting concepts for the management of professional liability claims. Clare focuses on keeping clients compliant under ever changing State and Federal compliance rules. She assists clients in their transition from insured to insurer and works with the captive team to measure performance as the captive matures. She lectures in national and international programs and is published for her innovative approaches to claims management and consulting services.82556b04-ded7-4dd0-aae1-fc5012255457Courtney ClaflinspeakerCourtney Claflin is the executive director of Captive Programs for the University of California, Office of the President. Current captives under his direction include Fiat Lux Risk and Insurance Company, a single parent captive and UC Health RRG, A Reciprocal Risk Retention Group. As executive director, his role is the development, implementation and management of the captives and all captive activities. Previously, he spent 30 years in the insurance brokerage community as a direct writing agent, independent broker and ultimately a captive insurance practitioner. He is the principal architect of numerous single parent, group, health, and association captives and was named “The 2016 Captive Professional of the Year” at the Captive Review 2016 US Captive Services Awards.12a4478a-cb38-4526-9930-bc04059a8047Michael Reveliotty, ARM, CPCU, CICspeakerMichael Reveliotty joined Coverys in 2009 and serves as a business development Leader for Coverys, representing all Coverys capabilities in New York. In this role, Michael is mainly responsible for business development for Coverys RRG, a Coverys-sponsored mutual risk retention group. Michael holds the Chartered Property Casualty Underwriter (CPCU), the Associate in Risk Management (ARM), and the Certified Insurance Counselor (CIC) designations. He earned a Master of Business Administration (MBA) from the University of Massachusetts, Boston. Additionally, Michael is a Juris Doctor (JD) Candidate at the University Of Connecticut School Of Law expected to graduate December 2018.c67d7092-65e0-422f-a687-c1ec7cdb985fMr. Bruce WhitmorespeakerBruce Whitmore serves as a senior consultant in Willis Towers Watson’s Global Captive and Health Care Practices and developed a wide range of captive and commercial insurance solutions for hospitals, physicians, healthcare facilities and miscellaneous healthcare professionals. Bruce has also created numerous offshore and onshore single-parent and group captives. Bruce has been responsible for managing captive service provider relationships including fronting, reinsurance, actuarial, claims management, brokerage, offshore management, banking, and accounting. Bruce is a regular speaker at industry events including ASHRM, SCCIA, CICA, NRRA and the Cayman Captive Forum.4de5b5a7-9b45-4b48-b512-3c7f320aaef922. Young Professionals Forum - No Press, No CPE/CLE Credit2018-08-08T00:00:00-04:0010:00 am9b4d3daf-c78f-4793-8f38-71ebfded20b5Christine Kogut, FCAS, MAAAspeakerChris Kogut is a Principal of Milliman, Inc. with over 15 years of captive experience. Chris has been involved with the firm’s global mentoring program which pairs seasoned professionals with newcomers to the industry. In addition, she provided mentoring as an alumnae to the leadership group of Kappa Delta sorority at the University of Vermont. Chris works with contacts from Vermont universities and colleges to recruit young professionals to her actuarial team in Burlington, Vermont. Chris has led this important initiative for the past 12 years.ec34dfb3-76b0-4162-8197-768669ecb0baLindsey Lathrop, MBAspeakerLindsey Lathrop is a career and business coach with “From Within Consulting” As someone who has always been fascinated by the role work plays in our lives, Lathrop has dedicated her career to helping people get out of their own way and pursue the work they’re meant to do. She does this through business consulting and career coaching. Lindsey is the Co-Founder of the Business Peer Exchange, engaging VT employers around gender equity and best practices in the workplace. She also founded a job shadow program to help young women explore careers and develop career skills. Lindsey holds a MBA in Organizational Development and was named a Rising Star (40 under 40) by Vermont Business Magazine.34ad8e12-6af5-4b56-88a6-8d124365a1c723. Economic Headwinds and Tailwinds Impacting Captives (Intermediate)2018-08-08T00:00:00-04:0011:15 am0e236f87-c696-4387-afc8-44906e6ad98eJeffrey CarrspeakerJeff Carr is President & Senior Economist at Economic & Policy Resources. Mr. Carr has more than 35 years of experience in economic analysis, economic and fiscal impact assessment analysis, economic forecasting, regional impact analysis (including EB-5 project development-job impact analysis since 2004), tax-fiscal impact analysis, tax revenue forecasting, and preparing and presenting state economic-fiscal data to Wall Street bond rating agencies. Mr. Carr has served as the consulting State Economist and Principal Tax Revenues Analyst-Forecaster for the past 6 Governors of Vermont including the current Governor Philip B. Scott, and former Governors Peter E. Shumlin, James H. Douglas, Howard B. Dean, Madeline M. Kunin, and Richard A. Snelling. He has been the State Economic Forecast Manager for Vermont for the New England Economic Partnership for the past 27 years. He serves as a consulting economist to a number of businesses, municipal and county governments, EB-5 regional centers, real estate developers and business associations throughout New England, New York State, the continental United States, and three U.S. territories.d5dfa5af-0fe2-4d60-a26f-2537d9c83ee7Richard CutcherspeakerRichard Cutcher has been editor of Captive Review since May 2014 and is an experienced speaker on captive insurance topics in North America, the United Kingdom, Europe and Asia. Prior to joining Captive Review, Richard was editor of Global Risk magazine and previously worked in Cape Town, South Africa where he was editor of an African technology and telecommunications online publication. Richard has a BA Honors degree in History from the University of York and splits his time between Captive Review’s London and New York offices.84f67738-7eed-4af2-aa78-b88b4a24de39Scott MildrumspeakerScott is economic and macro strategist at Performa Limited (US), LLC and is focused on the firm’s macro investment policy and is a member of the firm’s Investment Policy Group. He previously worked at Dwight Asset Management as both a quantitative analyst and associate Portfolio Manager running 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 received his B.A. degree from the University of Vermont as double major in Mathematics and Economics. Scott holds a M.S. in Economics from the University of Oregon.23e15e71-577b-41ac-bf0c-69726444bd0324. The Art of Relationship Building (Basic)2018-08-08T00:00:00-04:0011:15 am7e863079-1da9-4aa3-aaee-fbc4baa416aaTina BukowspeakerTina Bukow is the senior director of Business Development for Kroll Bond Rating Agency, Inc (KBRA). Tina is responsible for developing new business and ratings relationships in all sectors of the insurance industry, focusing on Captives and Reinsurers. Tina has more than 30 years of experience in business development, marketing and client relationship management with a large part of her career spent in the financial services industry, predominately insurance. Tina holds a Bachelor of Science in marketing and management from Saint Peter’s University, Jersey City, NJ, is a frequent attendee and past presenter at industry events and is an active participant on industry association committees.2f440890-be8a-4287-863a-a76f919220aeIan Davis, MPAspeakerIan Davis is Director of Financial Services/Economic Development for the State of Vermont. Ian 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 Vermont’s reputation as the premier on-shore captive insurance domicile. Ian is a frequent presenter at national conferences and events throughout the country and helps advise state and federal policymakers on new legislation and policy recommendations to enhance Vermont’s position in the global captive marketplace. Ian holds an MPA and BA in Political Science from the University of Vermont.f9df25d2-c06a-4056-88fd-00be235dd97bAmy MagyarspeakerAmy Magyar is a Professional Certified Coach and a luminary behind “From Within Coaching,” an organization that acts as a strategic partner for individuals, teams and organizations looking to escape the cult of “average”. Amy’s background in sales, service, planning and analysis displays excellence in developing, maturing, and maintaining relationships in order to fuel profitability increases and generate billions of dollars in revenue. Amy is based in Burlington, Vermont where, among other things, she is a firm believer in "getting outside and playing."c510a092-6e55-4105-b639-69fcbd2add04Dennis E. Silvia, CPCU, AAIspeakerDennis Silvia is the president of Cedar Consulting LLC, a captive insurance consulting firm. He has 25 plus years of experience in alternative insurance mechanisms. Dennis holds AAI and CPCU insurance designations and has an MA degree in Management from Regent University completing his thesis project on Alternative Insurance Programs. His consulting practice focuses on the integration of alternative risk program structures to assist in reaching enterprise-wide risk management goals.066c987c-452e-40fe-b8f0-3d86dae84ba625. Networking Lunch Options (Tickets Required)2018-08-08T00:00:00-04:0011:30 am5306a3ac-adde-47e4-9ad8-c352436c6e0026. Actuarial Reports: Upon Further Inspection (Intermediate)2018-08-08T00:00:00-04:001:30 pm2ac30c72-6de6-4035-bdbb-9a728f10a88aAmy 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.2f6e629e-2700-475d-a52b-93223ff9750bNicholas A. ParillospeakerNicholas (Nick) Parille is V.P. Insurance US for Ahold Delhaize NV and is President of The MollyAnna Company and MAC Risk Management which are Ahold’s insurance captive and claim administration companies respectively. After graduating from St. John’s University, New York with a B.A. in Political Science in 1971, Mr. Parillo has spent his entire business career in the insurance industry. Over this time, he has held senior management positions in claims, underwriting and risk management.
Mr. Parillo is a former Chair and Director of the Vermont Captive Insurance Association, former Chair and current member of the Executive Committee of the Green Island Re-insurance Treaty and currently serves as a Director of the International Center for Captive Insurance Education.4d57e741-6f3c-47d1-ac20-323b7ae79088David Roberts, CPAspeakerDavid Roberts is a partner in Crowe Horwath’s Financial Services audit practice specializing in serving all types of insurance entities, captive and non-captive. David has over 21 years of public accounting experience and has significant expertise in operations of insurance companies and both GAAP and SAP financial reporting matters. David has been a speaker at national insurance industry conferences and has provided numerous internal and external training programs on insurance, audit and accounting issues. David is an accounting instructor for the International Center for Captive Insurance Education and serves on the Board for the Crohn’s and Colitis Foundation’s Connecticut Chapter.1674a2db-6337-4665-83ee-5dadbe884cb8Jonathan W. Spencer, CPCU, CFEspeakerJonathan Spencer is Assistant Chief Examiner for the State of Vermont, Department of Financial Regulation. He has over 25 years of experience in Vermont’s captive insurance industry. His experience includes 6 years as an account manager prior to becoming a financial examiner with the Department. He has been with the Department for over 20 years and has regulatory experience with both captives and traditional insurance companies. Jonathan currently leads a task force that is responsible for improving the Captive Division’s surveillance of Vermont domiciled risk retention groups. Jonathan is a graduate of the University of Vermont and received his MBA from Syracuse University.676cd238-50b3-4038-bf74-10757611e86727. Great Ideas for Presenting to a Board (Intermediate)2018-08-08T00:00:00-04:001:30 pm4a76c621-23e6-46ca-aaeb-2b098e27f67fGeorge M. LevinespeakerGeorge M. Levine is a director in KPMG’s actuarial and insurance risk practice with over thirty years of experience. He is professionally trained as a casualty actuary and is the appointed actuary for several Vermont Captive insurance companies. George has also performed feasibility studies for captive insurance companies. In addition, Mr. Levine has extensive experience with evaluating loss reserves and pricing for statutory insurance companies.d92f6966-c77b-4395-ba2d-eb895b0cc2f3Arthur Salvadori, CPAspeakerArt Salvadori is managing director in Crowe Horwath’s insurance audit practice. Art has over twenty years of insurance experience and works extensively in the Vermont captive insurance industry. Art currently maintains a leadership role within Crowe Horwath’s insurance audit quality review and regulatory compliance process. Art is proficient in both generally accepted accounting principles (US GAAP) and NAIC statutory accounting principles.5b827b1d-3adb-414a-b51e-7ff4a97fd58eJoseph SchimentispeakerJoseph Schimenti is the President of Consensus Management Corporation based in Nashville, Tennessee. As the founder of Consensus he assisted in developing Risk Retention Groups and Captive programs in the United States. His professional background includes expertise in insurance business development, including strategic planning, process analysis and implementation, new ventures, administration/operations, marketing, risk management and mergers and acquisitions.a2f99b40-8aeb-4202-a09c-50bbb263f177Carl E. TerzerspeakerCarl E. Terzer is Founder and Principal of CapVisor Associates, LLC, an SEC-registered investment advisor, that specializes in providing advisory services consisting of highly customized investment management programs to the alternative risk markets. He brings over 32 years of insurance asset management experience, more than 18 of which have been focused on working with Captives, Self Insurers, RRG’s, etc., to the task of correlating clients’ investment strategy with their business objectives and optimizing their investment programs. Mr. Terzer was formerly the Director of the Insurance Advisory Group of Principal Global Investors where he was responsible for US statutory insurers, as well as on- and off-shore captives. Mr. Terzer is the Investment Instructor at the International Center for Captive Insurance Education (ICCIE). He currently serves as a Board member for the Captive Insurance Council of the District of Columbia, Inc. (CIC-DC) and as a Vermont Captive Insurance Association (VCIA) Finance Committee member. Past membership service includes the Self Insurance Institute of America’s (SIIA) ART Committee and the Board of a NY commercial auto insurer.1d83c38d-9e9b-46e5-b624-b72aa39c48a628. Group & Association Captive Forum - No Press, No CPE/CLE Credit2018-08-08T00:00:00-04:001:30 pmef92f965-c1a9-4207-9084-4140948c5ad8Stephen L. Garwood, CPAspeakerSteve Garwood is vice president, chief financial officer, and treasurer at EIIA which is the parent company of two Vermont based captives. One captive is an association and the other is a risk retention group. He has significant exposure to captive formation and operations. Steve’s previous experience was in private industry and with Ernst and Young. Steve has eleven years of experience with EIIA. He is a CPA and earned his MBA in Finance from DePaul University.b1b92023-ecc2-4fa5-8844-239bd4e75f1aMary Ellen Moriarty, ACI, CPCU, ARMspeakerMary 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.a0cfbb27-8032-4a05-8c0d-56cf954dd61029. Natural Catastrophes and their Impact on Risk Management (Advanced)2018-08-08T00:00:00-04:002:45 pmdefb807a-0d8b-4b47-8c08-797f4c52c0d0John Ferrara, FCAS, MAAAspeakerJohn Ferrara, FCAS, MAAA, is a senior manager at Ernst & Young. John has over twenty eight 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 and Mechanical Engineering from the State University of New York at Stony Brook.fac577db-b6e0-4f38-8181-c353221c67deGillian GalfordspeakerGillian Galford, Gund Fellow, is a research assistant professor, Rubenstein School of Environment and Natural Resources, for the University of Vermont. Gillian is an earth systems scientist interested in land-cover and land-use alter in the tropics and its impacts on biological systems administrations, especially
carbon and nitrogen fluxes. She has used remote sensing and ecosystems modeling to estimate historical and future greenhouse gas emissions. She has worked on carbon and nitrogen dynamics in a range of settings, from the large-scale soybean farms of Mato Grosso, Brazil, to small-holder agricultural systems of Malawi and East Africa undergoing the 21st century African Green Revolution. In addition to these research projects, Gillian is the lead author of the Vermont Climate Assessment and teaches courses at the Gund Institute. Previously, she was a Postdoctoral Research Fellow at the Earth Institute of Columbia University. A She holds a BA in Earth & Planetary Sciences and Environmental Studies from Washington University, a MSC in Biological & Environmental Sciences, as well as a PhD in Biological & Environmental Sciences from Brown University.5b76a873-05ec-46a2-952e-049f650d797bHoward A. Kunst, FCAS, MAAAspeakerHoward is Chief Actuary for CoreLogic. He began his actuarial career at a Wisconsin based insurance company in 1984. After holding a full range of actuarial roles with increasing responsibilities across multiple companies, Howard joined CoreLogic’s Spatial Solutions division as chief actuary in June 2012. CoreLogic provides a variety of Data and Analytic services to their customers, mostly comprised of financial services enterprises. The Spatial Solutions division provides data at a granular property level to their customers, primarily insurance companies. At CoreLogic, Howard provides a variety of analytic services to customers, as well as providing thought leadership and Industry insight within CoreLogic’s Product Development, Sales, Science and Analytic teams. Howard is a Fellow of the Casualty Actuarial Society, and a member of the American Academy of Actuaries. He is currently Vice Chair for the Casualty Actuarial Society’s Ratemaking, Product and Modeling (RPM) Seminar Planning Committee, and is a member of the Academy’s Natural Catastrophe Subcommittee.df0cef15-148b-47db-9e75-38a79e74f3e5Jason ShaferspeakerDr. Jason “Jay” Shafer is a Professor of Atmospheric Sciences at Northern Vermont University-Lyndon where he teaches the art and science of weather forecasting. His research focuses on getting the snow and ice forecast right in Vermont’s complex terrain, and he is an active practitioner of applying weather forecast information to help people make informed decisions. Jay has founded several businesses focused on applying science to improve weather resilience in the transportation and energy sectors, including Northview Weather LLC, which focuses on power outage prediction for electric utility companies.121a2a6b-bbff-4f3f-8eb0-778553998d5d30. A Case Study Workshop - Reserves to Resolution (Basic)2018-08-08T00:00:00-04:002:45 pm6189b5aa-68f8-42b5-9018-fd0a8ae61a47Sandra AndersonspeakerSandra Anderson has 30 years of experience in the management of medical malpractice claims field. Ms. Anderson has held many different leadership positions throughout her career. She is an RN by training and worked as a hospital risk manager before shifting to claims management of medical malpractice claims and suits. She has worked in commercial insurance carriers, as well as working as an excess claims professional with captive and self-insured programs prior to coming to VCM. Ms. Anderson holds a senior leadership role within the VCM Division of CCMSI. As a senior account manager, Ms. Anderson works hand in hand with the Senior Vice President of the Division in the presentation, design and implementation of the client programs to which she is assigned. She is responsible for the staffing and overall management of each of her programs. She works continuously with each client to update processes, train staff and maintain the open communications needed to partner with our clients. Ms. Anderson also works with each VCM client to develop and provide meaningful trending reports and information to work with our clients to manage their insurance program as a whole.a1738e02-ce5c-4b74-a7d3-ee225a3d9661John BarkerspeakerJohn Barker serves as General Counsel and as a Managing Partner of the firm. He has specialized in the defense of hospitals and physicians in medical malpractice trials since 1995. He has selected over 100 juries and has taken over 50 cases to verdict. John has practiced extensively throughout the New York metropolitan area, having secured defense verdicts in medical malpractice actions in the Bronx, Kings, Nassau, New York, Queens, Rockland, Suffolk and Westchester County Supreme Courts. Mr. Barker has long engaged in general civil litigation as well as appellate practice, having prepared numerous appellate briefs and argued before the New York State Appellate Division. John has also represented physicians before the Office of Professional Medical Conduct, and has given lectures to health care professionals on the topic of risk management and to members of the legal community on products liability litigation.Mr. Barker graduated from the St. John’s University School of Law in 1991, having served as an Associate Editor for the St. John’s Law Review. He began his legal career as an Assistant District Attorney with the Kings County District Attorney’s Office, where he tried over a dozen felony cases to verdict. Mr. Barker’s has specialized in the area of medical malpractice defense for the past 20 years with a significant focus on the defense of high-exposure claims.40755f1e-3833-4494-9044-4b369e2dd59aWilda G. Seymour, CPHRMspeakerWilda Seymour is currently the Corporate Director of Professional Liability for the University of Pennsylvania Health System. Nine years ago prior to joining Penn, Wilda held risk management and insurance positions in health care, government and higher education. Wilda earned Bachelor degrees in Communications and Risk & Insurance from Temple University and a Masters in Business Administration from Penn State University. Wilda spent a few years away from the industry receiving training and project management experience as a Lean Six Sigma Black Belt in healthcare operations. Wilda is a Certified Professional in Healthcare Risk Management (CPHRM).89a4651e-acab-4a5b-910b-b76443897381Mamie Stathatos-FulgierispeakerMamie Stathatos-Fulgieri is a partner with Vigorto Barker Porter & Patterson. She is a seasoned trial attorney with over 20 years of legal experience. Following her graduation from law school, Ms. Stathatos proudly served as an Assistant District Attorney from 1994 to 1998 with the Queens County District Attorney’s Office under District Attorney Richard A. Brown. In 1998, Ms. Stathatos transitioned to civil litigation and has since represented physicians, nursing homes, and some of the largest medical institutions in New York. Ms. Stathatos is a past president of the Hellenic Lawyers Association (2009-2011), currently serving as Chair of the Advisory Board for the organization, legal counsel to the Hellenic Medical Society of New York, and Chairperson on the Board of Immigration Advocacy Services, an immigration outreach agency in New York. She received her B.A. in Government & Politics as well as her Juris Doctor shortly after at St. John’s University and St. John’s University School of Law.ffb07996-1566-4153-9cae-e87393937db3Elizabeth WillingspeakerElizabeth Willing is an account manager at VCM, where she excels at meeting client expectations and deadlines, conducting client stewardship meetings, ensuring overall client retention, and managing the day-to-day details of her programs. Additionally, she works to implement new business, coordinates and facilitates monthly training meetings, and directs the development and implementation of the VCM client-specific procedures and litigation guidelines. Prior to joining VCM, Ms. Willing spent 17 years as a registered nurse in New York and another 14 years at a large physician’s insurance company. Ms. Willing has extensive experience in the healthcare and claims industry and is a valuable asset to the VCM team.
She holds a bachelor of science in Nursing from Molloy College.facb0bad-eb17-411c-a0f0-a6275a38051431. Captive Owner Forum with International Focus - CAPTIVE OWNERS ONLY - No Press - No CPE/CLE Credit2018-08-08T00:00:00-04:003:00 pmc9d677b8-ee98-4198-81f1-b625e5b7d431Andrew R. Baillie, FCII, FIRM, AMCTspeakerAndrew Baillie is the program director for the AES Corporation, a global power producer and distributor. With operations in 16 different countries around the world, Andrew supports risk management oversight and the procurement of insurance for the AES Corporation, as well as managing the company’s large, Vermont-based Captive Insurance Company. Andrew has worked for AES for twelve years, 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.7634bd74-d8dc-463d-8cff-8bb623b3c7e1Zhihong Cao, PhDspeakerMr. Zhihong “Geoffrey” Cao is the executive director of China Captive Organization, the premier Chinese captive association in the nascent Chinese captive industry. With a PhD in Finance and Insurance, and 20 years in risk management, he has been asked by China Insurance Regulatory Commission to participate in the 10th, 11th and 12th 5-year regulatory planning work group for the insurance sector, the most prestigious research assignment affecting all insurers in China. He is the editor of Insurance Economics, the authoritative insurance textbook for Chinese business schools. In addition to his research work, Mr. Cao’s industry experience involves the largest insurers in China: Ping-an, China Sunshine Insurance Group, and Groupama – AVIC Property Insurance Company. Mr. Cao works closely with captive owners and regulators both inside and outside China5ac3876e-ebab-44f5-b6c2-1f1bc7ac3c87Xiaozhe ZhengspeakerMr. ZHENG Xiaozhe is the GM of COSCO SHIPPING Captive Insurance Co. Ltd., a captive insurer wholly owned by China COSCO Shipping Group. China COSCO Shipping Group was merged by China Ocean Shipping (Group) Company(COSCO) and China Shipping (Group) Company (China Shipping) in 2016. China COSCO Shipping is currently the biggest shipping company in terms of the total fleet and total shipping capacity in the world. Mr. ZHENG spearheaded its Captive formation in 2016. After the captive commenced operations in February 2017, Mr. ZHENG assumed its top management position. Prior to COSCO SHIPPING, Mr. ZHENG served Deputy GM and Secretary of the Board at China United Property Insurance Co. Ltd. for 6 years. His management responsibilities there covered asset management, risk management, information technology, etc. Prior to his work in the insurance company, Mr. ZHENG has a fifteen-year experience in the People’s Bank of China and then China Insurance Regulatory Commission (“CIRC”), Chinese equivalent of NAIC and all 50-state insurance regulatory agencies combined. In his CIRC regulatory and supervisory role, Mr. ZHENG was in charge of the on-site inspection and asset management supervision over the insurance companies in China. Mr. ZHENG holds the degrees of Bachelor of Economics and Juris Master. As well as, he has a rich experience in the government and corporate sectors.d11e22b4-f05e-4058-868f-ca72803e2c6c32. Conference Reception at ECHO, Burlington Waterfront2018-08-08T00:00:00-04:005:30 pm3605c595-421f-4801-bc57-71377fc42e7733. Breakfast Options2018-08-09T00:00:00-04:008:00 am32e5f16c-0774-405d-bbcf-efbc4c6a30b234. Hot Topics with Dave Provost (Basic)2018-08-09T00:00:00-04:008:30 am77b2cb5f-e947-4ad6-97eb-f64684fbfdd9Sandra 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.9a08dc25-c6cb-4738-a29c-8ea7aef80a83Meg GreenspeakerMeg Green has been a journalist covering the insurance industry for A.M. Best since 1998. In her role as senior associate editor, Meg writes and edits for all of A.M. Best’s news print publications, including Best’s Review magazine and Best’s News Service. She joined the A.M. BestTV video team in 2013, and has since done more than 1,700 video interviews.
Meg started her career as a daily newspaper reporter covering police news, local politics and writing features in Jamestown, NY, and Easton, Pa. She holds a B.S. in English from Ithaca College, Ithaca, NY.2e998544-e575-476b-b0b6-bcb3b2fa98e4Stephanie LampispeakerStephanie Lampi is a Senior Risk Manager at Microsoft and serves as a Director and Officer for Microsoft’s captive insurance companies. As part of the Business Risk team, Stephanie focuses on captive management, Trade Credit Insurance, and Risk Analysis. Since joining Microsoft in 2008, she has had a variety of roles in Treasury including Credit Risk Management and Program Management. Prior to Microsoft, Stephanie held analyst roles in P&C insurance, health insurance, and pension consulting. Stephanie earned a BS in Mathematics from Central Washington University and an MBA from Seattle University.ac9890e7-948b-42fe-9190-47a83a5664c9David 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.d0f4216d-b04c-4c4e-8e1d-578c724f68dcBrenda StewartspeakerBrenda Stewart is senior account manager for AIG. She is responsible for managing and supervising Account Executives, Accountants, and Administrative Staff in providing services to captive insurance company clients. This includes providing supervisory support as the peer reviewer of financial statements and regulatory compliance, assisting management with preparation of new captive applications, and assisting senior management on special projects. Brenda provides a leadership role on our office operations, including the management of information technology systems, business continuity, and financial and budget reporting. Brenda joined AIG in 2003 after five years in the business software industry and 10 years as the Accounting Manager for a non-profit organization. Brenda has earned the Associate in Captive Insurance (ACI) designation from the International Center for Captive Insurance Education (ICCIE). Brenda participates on the VCIA Membership & Marketing Committee.b6aa63e5-98bc-4b46-a93d-370f6fb2857535. Contingency Plans: Disaster to Recovery (Intermediate)2018-08-09T00:00:00-04:009:45 amd51e09e7-fb87-4779-84a6-e26443400734Judy ErtelspeakerJudy Ertel is managing director, Global Risk Insurance with Cummins Inc. In this role, Judy manages a team of 16 worldwide risk professionals on five continents, responsible for global property, casualty and executive lines of insurance procurement and risk mitigation efforts. She has been employed by Cummins Inc. for 20 years, serving in various capacities from health benefits strategy roles to IT project implementation. Judy joined the Risk Insurance team in 2006, with the first assignment of implementation leader for the global risk insurance management system (RIMIS) and has remained in the Risk Department through her current role. She is the current President of CMI’s captive, Dynamo Inc. and a member of its board. Judy is active with Cummins philanthropic initiatives, Every Community Every Employee projects as well as participating in various insurer advisory committees for both domestic and global insurers. Judy holds a bachelors and masters of business administration.2a1f6f1f-8558-4827-b191-19050b1c481d36. Integrated Solutions: The Future of Risk Management (Advanced)2018-08-09T00:00:00-04:009:45 am2e5a9e4e-574d-4e7c-bdfb-16189d7e608dTodd CunninghamspeakerTodd Cunningham is the Senior Vice President, Head of Strategic Risk Solutions and Captives at Zurich North America. He is responsible for the strategic direction and execution of Zurich’s Strategic Risk Solutions Group. His team specializes in the design of integrated and structured products with multi-year features, offering a wide variety of insurance solutions for customers and their portfolio companies. He also manages Zurich’s Single-Parent and Sponsored Cell Captive solutions. Cunningham has performed in leadership roles responsible for underwriting and business development of customized insurance solutions for Zurich customers since 2005. Before joining Zurich, he was a vice president at AIG Risk Finance, specializing in healthcare and environmental coverages. Todd holds a bachelor's degree in Environmental Science from Lehigh University and a Master of Business Administration degree from the Stern School at New York University.d4cbe2e9-3395-41d0-84c3-57feb1270817Carol MurphyspeakerCarol Murphy is the Casualty Growth Leader for ARS U.S. and serves as a Strategic Account Manager and Broking Leader for a handful of large clients. She also leads our Loss Portfolio Transactions practice and our Laser Broking diagnostic platform. Carol moved into ARS Casualty practice in 2001 and led our Central region practice group from 2007-2012. Previously, Carol was executive vice president and strategic account manager leading the Risk Management team. She became Managing Director and Strategic Account Manager in 1997 after serving as an Account Executive and Risk Management team leader in the Chicago office. Carol worked at Travelers and Johnson & Higgins prior to joining Aon. She has been recognized as a top “Power Broker” by Risk & Insurance for eight years, as a finalist for two years, and as a “Responsibility Leader” in 2012 and 2015. Carol has also been recognized by Business Insurance as a “Woman to Watch” in 2009 and by Reactions magazine as one of the top 50 women in insurance.a2e86ff4-5adf-48e9-b64e-f17de1dee51dDanielle RothspeakerVerizon50a5cadd-86db-428d-8ac5-ba61720a2f4d37. The Cognitive Captive: Artificial Intelligence for Smarter Insurance (Intermediate)2018-08-09T00:00:00-04:009:45 am87d54776-23a0-49f7-9ab3-d23ac9375448A. Tracy 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.84a0dd6b-6c27-4ea9-b2b3-7f94c1d51964Stanford SmithspeakerStan Smith is the leader of the Milliman gradient AI, Predictive Modeling practice in Boston. This business unit focuses on the application of Artificial Intelligence and Big Data for pricing/selecting risk as well as the management of any claims that might occur. These advanced solutions are designed to support the Self-Insured market, across companies of all sizes, both directly as well as in support of their business partners i.e. Brokers and TPA’s. Stan is a frequent speaker on these advanced techniques and their application and he holds a B.A. in Economics from Dartmouth College.3429d0a8-c908-4f70-9240-f3c16e0729a2Peter Tomopoulos, ACAS, MAAAspeakerPeter Tomopoulos is a senior manager at Deloitte Consulting’s Actuarial, Rewards and Analytics practice in New York City, with over 20 years of experience. He is an Associate of the Casualty Actuarial Society. At Deloitte, in addition to providing core reserving and pricing services to his insurance and self-insured clients, Peter has a strong understanding of the information insurers use throughout their organization, and at the various points of the data lifecycle. He also focuses on automobile insurance industry trends and various firm initiatives including the future of mobility of ridesharing and autonomous vehicles and their impact on insurance.5f56ff66-dd24-4c00-937b-b74c7d43904338. Innovative Spotlight: Financing Unique Risk (Intermediate)2018-08-09T00:00:00-04:0011:00 am42db74a5-af2d-44b3-9463-bb903a9998fdRobert 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).32d76324-298a-497b-93d6-3eae36673e07Timothy HerrspeakerTim Herr is the Secretary and Risk Management Officer of Recreation Risk Retention Group (RRRG). He was involved in the creation of RRRG in 2016 to insure the unique risks faced by the hang gliding and paragliding industry. Tim has over 30 years experience as a transactional and trial attorney in both state and federal courts. He has represented the United States Hang Gliding and Paragliding Association for almost 30 years. His practice has included insurance, business formations, business transactions and litigation. Tim received his J.D. from Hastings College of the Law and a B.A. from UC Berkeley.c0e3a5fd-a65f-4596-a6d7-97f8e033da3fRobert 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, consulting since 1997. He is focused on actuarial studies for captives and self-insureds, enterprise risk management (ERM), commercial lines ratemaking and loss reserving, legislative costing, regulatory consulting and litigation support. He currently serves as a member of the CAS Board of Directors and has been named one of Captive Review’s Captive Power 50. He has served on numerous CAS and AAA committees, task forces and working groups, several as the chair. He is also a member of the faculty of the International Center for Captive Insurance Education (ICCIE). Mr. Walling is a frequent speaker at industry meetings on captives and alternative markets, ERM, insurance regulatory issues, medical professional liability and government insurance program topics, predictive analytics and professionalism.cc963a9f-bbf5-44ce-b7f7-405bd34fe70e39. Captive Owner's Forum - CAPTIVE OWNERS ONLY - No Press, No CPE/CLE Credit2018-08-09T00:00:00-04:0011:00 amef66c324-ad44-4e80-ba0c-f7ed0aa02ef5Anthony Benish, Esq.speakerAnthony A. Benish holds the position of general counsel for Cook-Illinois Corporation, one of the largest privately held school bus companies in the United States. The company currently operates over 2200 school buses in Illinois and Missouri. Cook-Illinois formed a Bermuda captive (Five Families Insurance) in 2006, which has subsequently been redomiciled to Vermont. Five Families issues policies to Cook-Illinois including auto/general liability and worker’s compensation coverage. Anthony is a member of the Vermont Captive Insurance Association and the Risk and Insurance Management Society, Inc. (RIMS).dbafa1f6-5134-41a7-856a-11c8665abb1940. Closing Lunch with Keynote Speaker Joel Cohen2018-08-09T00:00:00-04:0012:00 pm339d08bb-12b5-4eed-81f3-c3a0d568ab80A.M. Bestfac49cd4-5923-4a55-91b1-3de5557ced2cAmethyst Captive Insurance Solutions, Inc.4e180f71-664e-40b3-8ba0-7efaad90ef8bBeacon Pointe Advisorse3cbfc1e-5849-4533-b813-b6039f700bb0Conner Strong & Buckelewf8ea2b94-8924-4ec1-9e83-80af7a88bc0aCrowe LLPaed1cae4-393a-4ea8-82c7-ce562f4e9e41Downs Rachlin Martin PLLC1ce234a8-8c3b-4c75-9c23-49da02914858EWI Re, Inc.fbe2a0a3-bb1c-498f-9069-663e1ebacd23Great American Insurance Companyfa7ebca9-cb15-40de-91e9-f1c57b5f7115Johnson Lambert LLP541d9ae2-ecff-415d-bb16-cb0dc6301ee5Kroll Bond Rating Agency, Inc.9c694c25-bcdd-45ee-991e-ccd43c0f68b8Liberty Mutual Insurance77c71b89-eb1b-4972-89f2-717812f67996Marsh Captive Solutions4cbdccf4-61cb-428a-aca5-57a38c089f43Morgan Stanley Dickson/Carvalho/Rearden Internationalb65a02a5-d95d-4914-a5de-3cc3a6efe7f6Munich Re0f6b23e8-7803-4c28-af3d-1097d559278aOld Republicc4184d85-53b4-4ab6-a040-0d8e192d4bf0Opus Investment Management62bc50b7-24bd-4637-8609-7507a98d1f31Paul Frank + Collins P.C.56819726-40f3-4a24-ba0b-f6d8d46da4efPeople's United Bank04d55541-de80-4cf5-a75c-867a37aa42f4Performa Limited (US), LLC97e6230d-9aee-476d-beb3-9520942a517cPinnacle Actuarial Resources, Inc.f053b593-b7f5-438f-9faf-fe04f0bb1f2cPrimmer Piper Eggleston & Cramer PC62226e7e-2c85-4f63-83d8-c8111a0384b0QBE North Americab3d8f552-4f84-4814-a39d-2d7fb8601889Safety National Casualty Corp.94cc511b-1ede-4d1b-871e-d99ff5f9f868State of Vermont, Department of Economic Developmentf9f8e3c9-7c37-4f2c-9c22-d43a630ea2e1TD Wealth07923476-b9cc-4904-aec6-6fc573944edeThe Hartford Captive Programs9d206a18-1373-4b79-b8c6-b6e69715fafdTravelers Specialty Group Captives06979ce0-7b60-4e85-9c81-ab051c2108e6VCM, a CCMSI Division2cb0d710-ca47-4b5e-89bd-62d6edbf250aWells Fargo Collateral Trust Services08b68abb-a68e-45a4-b1ea-3347599e6103Willis Towers Watsone8dba2ee-47a7-4ad0-a7f0-509b2a6474f9XL Catlin7321a6c0-c999-4fec-acde-f6614a7b8e59Zurich North America
2018 VCIA Annual Golf Tournament
Join us for golf at the VCIA Annual Conference on August 7th, 2018. Register before June 29 and save! There will be one tee-time at 8:30 a.m. Registration is required and limited to 129 first-come, first-served. Plan to arrive at the course one hour before scheduled tee time. No shuttle service will be provided to the Golf Tournament location.
2018 VCIA Annual Conference "Where the Captive World Comes to Meet"
The VCIA Annual Conference hosts 1100 people from all over the world for two and a half days of the finest captive education available. Attendees have access to any level of learning -- from basic sessions to advanced. Professional education credits are offered (CPE / CLE / ICCIE) to those who attend the sessions. Nearly 100 companies exhibit at VCIA. Please join us in August!