On-Demand Captive Education

Advisor Bill Murray and captive owner Steve Ratterman walk through the real-world turnaround of two troubled Vermont captives, including FRMT, Ltd. A scenario-based discussion covering the critical decisions, strategies, and lessons learned along the way.

Vermont DFR's newly appointed Deputy Commissioner Christine Brown and her team break down the latest regulatory updates on captive licensing, business plan changes, and examinations — with practical guidance for staying compliant in 2026.

Attorneys Jeff Klein and Arshawn Teymoorian of McIntyre & Lemon guide members through the latest NAIC and federal developments shaping the captive regulatory landscape — covering emerging priorities and what to watch in the months ahead.

Captive tax specialists take on four common myths about federal and state income tax treatment, covering recent IRS developments, operational best practices, and key concepts for captive owners and their advisors.

VCIA Board Member Cameron MacArthur and AIX Ventures' Jason McBride assess AI's evolving impact on insurance — from workforce disruption and macro trends to practical workflow gains for captives and their service providers.

Industry veterans explore how rising catastrophic claims, cyber incidents, and medical costs are reshaping the insurance market — and what AI, big data, and alternative risk transfer mechanisms like captives mean for the road ahead.

Vermont's Deputy Commissioner Sandy Bigglestone leads an interactive panel on the forces shaping captive insurance today — covering regulatory changes, medical stop loss, bad faith claims, and how the industry is responding.

Milliman actuaries Amy Angel and Craig Brophy explore how actuaries can expand beyond traditional reserving roles — covering tariffs, inflation, M&A considerations, parametric coverage, and emerging applications in captive risk management.

A focused look at IRS final regulations on micro-captive transactions, covering the conditions that make a transaction reportable, what it means to be a material advisor, and best practices for captives electing section 831(b).

AXA XL's Steve Bauman and Peg Rubin break down how fronting works in captive insurance structures — covering governance, compliance requirements, costs, and how captives can leverage fronting for emerging risks like autonomous mobility.

Attorneys Jesse Crary and Peter Dysart lead a peer-driven discussion on today's legal and regulatory landscape for captives — covering formation pitfalls, governance practices, sponsored and protected cell structures, and tax-actuarial strategy.

A practical look at how inflation is complicating loss reserve estimation for captive insurance companies — with guidance on audit standards, methodology validation, data analysis, and how auditors evaluate reserve estimates.

Tax professionals walk through the fundamentals of captive formation and the tax consequences to consider, plus a focused look at IRS small captive enforcement trends and the key issues when redomesticating a captive to Vermont.