September 21-23, 2021

Hyatt Place and Sterling Hall

560 King Street
Charleston, SC 29403

Waivers - all attendees will be required to sign the waiver linked here.

Attendee List

Captive Academy, Tuesday, September 21, 2021, 11:00 am - 3:00 pm

PROGRAM

Tuesday, September 21                            

11:10 - 3:00 pm Captive Academy (requires a separate registration)                    

4:30 - 5:00 pm SCCIA Annual Membership Meeting                           

6:00  7:30 pm  Welcome Reception - The Vintage Lounge, 545 King Street, Charleston              

Wednesday, September 22                                   

8:15 - 9:00 am    Welcome & Recognitions

    Domicile Update, Director Ray Farmer, SC Department of Insurance          

  SC Regulatory Update
Dan Morris, SC Department of Insurance
Greg Delleney, SC Department of Insurance

9:00 - 9:50 am   SC Captive Success Stories
                    Tobias Burke, Energy Insurance Services
                Rick Farlow, Healthcare Providers Insurance Company
Rick Quagliaroli, Forestry Insurance Company South Coast
                          Moderator: Paul Newton, Charleston Captive Consulting

9:50 - 10:50 am   The Economic Landscape and Your Captive's Investment Portfolio
Scott Mildrum, Performa

11:00 - 12:30 pm  Keynote Lunch: What Comes After COVID?   
Michael Rogers, MSNBC's "The Practical Futurist" and Technology Expert"   

1:00 - 1:50 pm  Is Your Captive Risk Optimized? 
                              Peter Johnson, Spring Consulting
Pete Kranz, Beecher Carlson

2:00 - 2:50 pm     Solutions to Reduce Healthcare Costs in Self-Insured Programs   
John Korangy, MD, MPH, CareClix
Sid Stolz, Stolz Advisors/Care Angel
James T. McElligott, MD, Medical University of SC
Moderator: Greg Arms, CareClix

3:10 - 4:00 pm Technology: Its Impact, Current Opportunities & Future Implications Liam Dunne, Octavius Health
Steve Clancy, MD Sass
Cris Posada, MD Sass

4:10 - 5:00 pm    Navigating Complex Claims: Coverage and Reinsurance Issues   
                      Sara Brundage, Honigman LLP
                           Angela Standish, Clark Hill

6:00 - 7:30 pm        Reception - Stars Rooftop Bar, 495 King Street, Charleston 

Thursday, September 23                          

8:00 - 8:50 am Utilizing Captives For Employee Benefits & Medical Stop Loss
Wendy Dine, Strategic Risk Solutions
Eric Lobser, Spire, Inc.

9:00 - 9:50 am    Empowering the Next Generation of Captive Professionals
Joe McDonald,International Risk Management Institute, Inc.
Adam Miholic, Hylant
Julia Schroeck, Strategic Risk Solutions
Moderator: Dan Towle, CICA

10:10 - 11:00 am    Hot Topics In Tax
Bruce Wright, Eversheds Sutherland
Chaz Lavelle, Dentons Bingham Greenebaum

11:10 am-12:00 pm Closing Session:

Winning with the Supremes: CIC Services, LLC v. IRS and the taxpayers’ 9 – 0 victory at the U.S. Supreme Court. Where does the case go from here, and what are the ramifications for the captive industry, non-captive taxpayers, and the IRS? 
Kevin Doherty, Dickinson Wright 
Cameron Norris, Consovoy McCarthy
Moderator: Gary Osborne, Risk Partners

In order to allow for more social distancing two sessions, listed below, will be offered as webinars later this year instead of at the Conference.  These webinars will be available live and as a recording to all Conference attendees and SCCIA members.

Accounting and Tax Update: A Slow and Steady Year
Ben Glenn, Bauknight Pietras & Stormer
Hartley Hartman, Johnson Lambert

What Would You Have Done?
Gary Osborne, Risk Partners
Greg Delleney, SC Department of Insurance