SCCIA 2022 Annual Executive Educational Conference

September 20-22, 2022

Hyatt Place and Sterling Hall

560 King Street
Charleston, SC 29403

PROGRAM

Tuesday, September 20
11:00 am - 4:00 pm	Captive Academy Sponsored by: Hylant Global Captive Solutions
4:30 - 5:00 pm	SCCIA Annual Membership Meeting
5:30 - 7:00 pm	Welcome Reception, Pour Taproom Sponsored by Bauknight Pietras & Stormer
Wednesday, September 21
7:30 - 8:15 am	Breakfast with the Exhibitors sponsored by Aon
8:15 - 9:00 am	Welcome, Matt Watson, SCCIA President Domicile and Regulatory Update Senator Ronnie Cromer Michael Wise, SC DOI Dan Morris, SC DOI Joe McDonald, SC DOI
9:00 - 10:00 am	Perspectives on the Meaning of Insurance Chaz Lavelle, Dentons Bingham Greenebaum Will Motley, Johnson Lambert Lauren Robertson, SC DOI Rob Walling, Pinnacle Actuaries
10:00 - 11:00 am	The First Move Advantage: How the Anchoring bias drives litigation, Negotiation, and Everyday Life Rick Farlow, Healthcare Providers Insurance Group Company Drew Graham, LTC Practice Group
11:00 - 11:30 am	Break Sponsored by Aon
11:30 am - 1:00 pm	Awards Keynote Luncheon - sponsored by TD Bank *The Future of Work* Barbie Brewer
1:00 - 1:30 pm	Break Sponsored by Aon
1:30 - 2:30 pm	Fronting Gary Osborne, Risk Partners Joe Alberti, Concert Insurance Ray Rocchio, Keystone Risk Partners
2:30 - 3:30 pm	Leveraging Surplus to Support Business Plan Expansion Michael C. Meehan, Milliman Anne Marie Towle, Hylant Joe McDonald, SCDOI
3:30 - 4:30 pm	*The Anatomy of a Captive Transaction: Legacy Solutions in Focus* Carolyn W. Fahey, AIRROC Thomas Hodson, Genesis Legacy Solutions Steven McElhiney, Artex Marcy Van Stee, RiverStone
4:30 - 5:30 pm	ESG Investing: Behind the Curve is No Place to Hide Gregory Cobb, Save Advisory Megan Ogden, Energy Insurance Services
6:00 - 7:30 pm	Reception, Stars Rooftop Sponsored by Johnson Lambert & Performa
Thursday, September 22
7:30 - 8:00 am	Breakfast with the Exhibitors sponsored by Risk Partners
8:00 - 9:00 am	*MSL and Employee Benefit Coverage* Lorraine Byrnes, Berkley Accident and Health Dale Sagen, NFP Management Kara Tencellent, NFP Management
9:00 - 9:50 am	*Smile in the Face of Change: Tips for Captive Utilization* Julia Schroeck, Hylant Lee Scott, The Biltmore Company Steve Dyer, Steve Dyer Law
9:50 - 10:00 am	Break
10:00 - 11:00 am	*Captive Cash Flow Strategies: Collection, Technologies & Investment* Andy Roderique, IPFS Direct Rob Ramos, NFP Management Nicholas Teetelli, Maple Technologies Travis Terzer, Capvisor Associates
11:00 am - 12:00 pm	Market Outlook and an Overview of the Key Factors that Will Drive the Economy and Markets Over the Next 12-18 Months Sid Vaidya, TD Wealth

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