Captive Insurance educational sessions


C1: Introduction to Captives for Middle Market Companies
This is a beginner-level session that will provide a general overview of captive insurance, with a particular emphasis on captive insurance structures for mid-market companies, including stop-loss captive programs, enterprise risk captives and P&C group captives.

Sunday, September 23, 2018, 3:30 pm - 5:00 pm

Brian Johnston
Attorney at Law
Jackson Lewis P.C.


Dan Kusaila, CPA
Crowe Horwath

Anne Marie Towle
EVP, Captive Consulting Practice Leader
JLT Insurance Management

C2: Tax Law Developments Affecting Middle Market Captives
From recently-passed tax reform legislation, to key tax court rulings to evolving IRS enforcement guidance, this is an extremely eventful time period with regard to tax law developments affecting captive insurance programs for mid-market companies. Our expert panel will provide insightful analysis on the developments and address audience questions.

Monday, September 24, 2018, 10:15 am - 11:30 am


Alan Fine
Brown Smith Wallace LLP


Tom Jones
Senior Counsel
McDermott Will & Emery LLP

Chaz Lavelle
Senior Partner
Bingham Greenebaum Doll LLP

Sheryl Flum
Managing Director, Washington National Tax

C3: Captive Insurance Marketplace “Town Hall”
This session is designed to take the “pulse” of the captive insurance marketplace by engaging the audience through a real-time polling format where attendees will be asked to register their opinions on the hottest and sometimes controversial topics on the minds of captive insurance companies and their business partners. All audience feedback will be displayed in real time, making this a truly lively and interactive way to kick off the program.

Tuesday, September 25, 2018, 10:15 am - 11:30 am


Mike Madden
Senior Vice President
Artex Risk Solutions

C4: Heterogeneous vs. Homogeneous Group Captives Structures – What You Need to Know
Group captives are an effective risk management solution for an increasing number of smaller and mid-sized companies throughout the country. But in addition to differences in the type of risks they cover, groups captives come in two distinct versions based on whether their members are similar in terms of industry or location (homogeneous), or if there is no commonality among participants (heterogeneous). Both models can be effective, but each has its own pros and cons with regard to formation, licensing and ongoing management. This session will provide a detailed overview of what you need to know about these captive structures from both a participant and organizer perspective.

Tuesday, September 25, 2018, 3:15 pm - 4:30 pm


Martin Eveleigh
Atlas Insurance Management


Russell DenBraber
CEO Emeritus
Christian Living Communities

Carol Frey
Vice President
Great American Insurance Company

Jerry Messick
Elevate Captives, LLC

Brandon White
Ambassador Captive Solutions