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20th Annual SCCIA
Executive Educational Conference
September 10-12, 2019

Hyatt Place and Sterling Hall
560 King Street
Charleston, SC 29403
Attendee List
Contact the SCCIA Office to register (855-CAPTIVE)
Join us for our 20th Annual Executive Educational Conference in downtown Charleston featuring presentations by top thought leaders in the industry, continuing education opportunities, networking, and fun!
Sponsors
You do not want to miss an opportunity for maximum exposure for the 20th anniversary of this conference! Click here for the Sponsor and Exhibitor Packet.
Cancellation Policy: Written cancellations received on or before August 9, 2019, will receive a refund of 50%. Sorry, but due to hotel staffing requirements, all cancellations received after August 9, 2019, are not eligible for a refund; however substitutions are permitted.
TENTATIVE AGENDA
Please check back for program updates
Tuesday, September 10
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11:00 - 11:10 am
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Captive Academy Registration Open
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Grand Magnolia Foyer
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11:10 am - 4:00 pm
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Captive Academy
Schedule
Separate registration required
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Grand Magnolia A
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| 1:00 pm |
Walking Tour by Charleston Sole
Separate registration required
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Charleston
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| 1:00 pm |
Carriage Tour of Charleston by Palmetto Carriage Works
Separate registration required
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Charleston |
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3:00-5:00 pm
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Conference Registration Open
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Grand Magnolia Foyer
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4:30 pm
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SCCIA Annual Membership Meeting
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Grand Magnolia A
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5:00 pm
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Welcome Reception
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Fire Pit & H Bar, Hyatt
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7:30-8:15 am
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Wednesday, September 11
Breakfast with Exhibitors
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Grand Magnolia Foyer
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8:15 - 9:00 am
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Welcome and Recognitions
Domicile Update
SC Legislative Perspective
The Honorable Ronnie Cromer, Chairman, Senate Banking and Insurance Committee
The Honorable Bill Sandifer, Chairman, House Labor, Commerce and Industry Committee
Bryan Triplett, Assistant Chief Counsel, House Labor, Commerce and Industry Committee
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Grand Magnolia
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| 9:00 - 9:45 am |
SC Regulatory Update
Jay Branum, Director, Captive Insurance Division, SCDOI
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Grand Magnolia |
| 9:45 - 10:00 am |
Break
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| 10:00 - 11:00 am |
SC Captive Success Stories
Jay Gilmore, Denny's
Cathy Treen, Indiana University Health
Steve Watson, The Biltmore Company
Paul Newton, Charleston Captive Consulting
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Grand Magnolia |
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11:15 am - 1:00 pm
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Lunch
Keynote Presentation: Protecting Your Organization from Computer Crimes
Jon Engstrom, Cyber Crime Specialist
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Grand Magnolia
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1:45 - 2:45 pm
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Easy In…Not So Easy Out: Exit Strategies for Captives
Chris Stormer, Bauknight Pietras, Stormer
Tom Hodson, SOBC Darag
Chris Ridge, ACG
Michael Terelmes, Sirius Global Solutions
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Grand Magnolia BC |
| 1:45 - 2:45 pm |
The Emergence of Cell Captives
Patrick Theriault, Strategic Risk Solutions
Steve Dyer, Steve Dyer Law
Art Salvadori, Crowe
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Grand Magnolia A |
| 2:45 - 3:05 am |
Break
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Grand Magnolia Foyer |
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3:10 - 4:10 pm
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Hot Topics In Tax
Tom Jones, McDermott, Will & Emory
Bruce Wright, Evershed Sutherland
Chaz Lavelle, Bingham Greenebaum Doll
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Grand Magnolia BC |
| 4:15 -5:15 pm |
Creating Value Through Efficient Risk Financing
Randy Martin, EIS/EIM
Jim Swanke, Willis Towers Watson
Ann Conway, Willis Towers Watson
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Grand Magnolia BC |
| 4:15 - 5:15 PM |
Accounting Technical Update
Alex Murray, Johnson Lambert
Sarah Stubbs, Johnson Lambert
Mike Coulter, Aon
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Grand Magnolia A |
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6:00 pm
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Networking Reception
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Cannon Green, 103 Spring Street, Charleston
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Thursday, September 12
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7:30 - 8:15 am
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Breakfast with Exhibitors
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Grand Magnolia Foyer
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8:15 - 9:05 am
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Framing This Economic Expansion: Considerations For Your Captive
Scott Mildrum, Performa
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Grand Magnolia A
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| 8:15 - 9:05 am |
Evolving Use of Captives for Health Insurance and Medical Stop Loss
Gary Osborne, Risk Partners
Thomas Kendall, Captive Solutions, LLC
George O'Donnell, McGriff, Seibels & Williams
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Grand Magnolia BC |
| 9:10 - 10:00 am |
The Use of Captives for Life, Health and Benefits
Greg Arms, WorldCare International, Inc.
Miles Hopkins, Advantage Insurance
Gordon Thompson, AmeRisk
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Grand Magnolia A |
| 9:10 - 10:00 am |
Expanding Captive Utilization
Anne Marie Towle
Louis Manello, DHG, LLP
Steve Watson, The Biltmore Company
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Grand Magnolia BC |
| 10:00 - 10:15 am |
Break
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Grand Magnolia Foyer |
| 10:15 - 11:05 am |
What The Healthcare Market Wants From Captives & Healthcare Professional Liability Claim Severity
Darlene King, Saxton & Stump
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Grand Magnolia BC |
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11:10 am -12:00 pm
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Closing Session:
Brian Longwell, Humorist
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Grand Magnolia BC
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12:00 pm
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Conference Adjourns
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12:15 pm
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SCCIA Board Meeting
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Jasmine Room
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