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 structures most commonly used by midsize companies including group, single-parent and segregated cell. Additionally, the session will cover the variety of risks captives can be used to insure such as medical stop-loss, enterprise risks, workers compensation and property/casualty.

Monday, September 30, 2019, 3:30 pm - 5:00 pm


Jerry Messick
Elevate Captives, LLC


Derek Martisus
Senior Vice President, Captive Solutions
Marsh & McLennan Agency

C2: Using Your Captive to Make a Profit
In this case study, Extra Space Storage’s risk manager will share how the company’s captive insurance company subsidiary has turned a profit by offering tenant insurance to its customers in the self-storage industry. This insurance covers damage to customers’ belongings in the event of a variety of accidental circumstances, including fire, water, and pest damage, as well as burglary. The addition of this third-party business also has enabled the Salt Lake City, Utah-based company to deduct its first-party loss reserves. The Bermuda-based captive was formed in 2006 in response as Extra Space looked to control its growing insurance program. Extra Space Storage owns and/or operates over 1,600 self-storage properties in 35 states, Washington D.C. and Puerto Rico.

Tuesday, October 1, 2019, 10:15 am - 11:30 am


Susan M. Euteneuer
General Counsel & COO
Oxford Risk Management Group


Jason Flaxbeard
Executive Managing Director
Beecher Carlson

Mark Marshall
Director of Risk Management
Extra Space Storage

C3: Tax Law Developments Affecting Captives
This session will discuss the latest actions by the Courts and the IRS in the developing story of the taxation small captives. Updates on any new court opinions, as well as initiatives by the IRS, on audit and on appeals, will be highlighted. The issues that the IRS is currently emphasizing on audit will be analyzed.

Tuesday, October 1, 2019, 1:45 pm - 3:00 pm

Simon Kilpatrick
Advantage Insurance Management (USA) LLC


Chaz Lavelle
Senior Partner
Bingham, Greenebaum, Doll L.L.P.

C4: What Brokers Need to Know About Working with Captive Managers
An increasing number of smaller and mid-market companies have incorporated captive insurance solutions for both P&C and healthcare risks. In most cases, these solutions involve a captive manager. For brokers who are expected to bring solution options to their employer clients, it is more important than ever that they learn how to work collaboratively with captive managers for mutual benefit. This session will feature a speaker from a leading captive management firm who will share his expert insight on what brokers need to know about how captive managers operate and strategies for you to work with them to write more business.

Tuesday, October 1, 2019, 1:45 pm - 3:00 pm


Brian M. Johnston
Attorney at Law
Jackson Lewis P.C.


Mark Sims
President of Global Business Development
Captive Alternatives, LLC

C5: Using Your Captive to Cover Emerging Risks
Captive insurance vehicles are growing in popularity as companies seek alternative ways to finance emerging risks their organizations now face including as cyber intrusion, supply chain disruption and the impact of climate change. This session will explore how captives can provide a risk management solution for these and other yet-to-be-identified emerging risks.

Tuesday, October 1, 2019, 3:15 pm - 4:30 pm


Harry Tipper
Chief Operating Officer - Insurance
CaptiveOne Advisors LLC


Jeff Kurz
Managing Director, Captive Insurance Sales & Consulting
Artex Risk Solutions

C6: 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 company owners and their business partners. All audience feedback will be displayed in real time, making this a lively and interactive way to kick off the program.

Wednesday, October 2, 2019, 10:15 am - 11:30 am


John R. Capasso, CPA, CGMA, PFS
President & CEO
Captive Planning Associates, LLC

C7: Captive Regulator Panel
We have gathered key regulators from leading captive domiciles for a lively and interactive panel discussion where they share their unique perspectives on the hottest industry issues. Audience participation will be encouraged.

Wednesday, October 2, 2019, 1:45 pm - 3:00 pm


Martin Eveleigh
Atlas Insurance Management


Travis Wegkamp
Captive Insurance Director
Utah Insurance Department

Debbie Walker
Senior Deputy Commissioner, Captive Insurance Companies Division
North Carolina Department of Insurance

Michael Corbett
Director of Captive Insurance
Tennessee Department of Commerce and Insurance

David Provost
Deputy Commissioner of the Captive Insurance Division
Vermont Department of Financial Regulation

Steve Kinion
Delaware Captive Insurance Bureau

Steve Matthews
Captive Insurance Coordinator
Office of the Montana Commissioner of Securities & Insurance