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SCCIA 2023 Annual Executive Educational Conference

September 26-28, 2023

Hyatt Place and Sterling Hall

560 King Street
Charleston, SC 29403

 

Conference Registration List

 

Speaker Bios

 

Photos from the Conference

 

PROGRAM

Tuesday, September 26 
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

Share House, 23 Ann St

Sponsored by Bauknight Pietras & Stormer

 

Wednesday, September 27             

 
7:30 - 8:15 am

Breakfast with the Exhibitors 
Sponsored by Nelson Mullins

8:15 - 9:00 am

Welcome, Legare Gresham, SCCIA President

Domicile and Regulatory Update

The Honorable Bill Sandifer
Chairman, House Labor, Commerce and Industry (LCI) Committee
The Honorable Kevin Hardee
Chairman, House LCI, Insurance Subcommittee
Erica Starnes
Staff Attorney, House LCI Committee

Michael Wise
Director, South Carolina Department of Insurance
Joe McDonald
Director of Captives, South Carolina Department of Insurance

9:00 am

 

Tax Update
Saren Goldner, Eversheds Sutherland
Bailey Roese, Dentons Bingham Greenebaum LLP
Bruce Wright, Eversheds Sutherland, LLP

10:00 amRegulation 114 Trust and Letters of Credit
Tina McCuin, TD Bank
Hartley Hartman, Risk Partners


11:00 am

Break
Sponsored by AON

11:30 am - 1:00 pm

Awards 

Keynote Luncheon sponsored by TD Bank
Developing a Resilient Mindset
Devon Harris

1:30 pmProgressive Medical Plan Cost Containment Strategies
for Captives

Dale Sagen, QBE
Aaron Witwer, BenEngage

2:30 pm

Captives' Financial Strength
David Rothenberg, Arena Investors
Greg Hahn, Winthrop Capital Management
Carl Terzer, CapVisor

3:30 pm

Break
Sponsored by AON

4:00 pm

Should Captive Managers be Regulated?
Tom Brumgardt, Nelson Mullins Riley & Scarborough
Michele Johns, Cleveland Clinic
Joe McDonald, SC Department of Insurance
Laura Rodrigo, Strategic Risk Solutions

6:00 - 7:30 pm

Reception 

Stars Rooftop & Grill Room, 495 King Street

Sponsored by Johnson Lambert and Performa 


Thursday, September 28          

 
7:30 - 8:00 am

Breakfast with the Exhibitors
Sponsored by Risk Partners

8:00 am

What Captives Need to Learn from Silicon Valley Bank
Gary Greene, Wellspring Financial Solution, Raymond James

9:00 am

Innovation Does Not Sleep - Captive Uses
Anne Marie Towle, Hylant Captive Solutions
Brad Schock, Ernst & Young
Lee Scott, The Biltmore

10:00 am

Role of Associations in the Captive Insurance Universe
Martin Eveleigh, Atlas Insurance Management
Kevin Doherty, Dickinson Wright
Matt Watson, Advantage Insurance Management
Dan Towle, CICA

11:00 amRisk Retention Groups: When to Call It A Day
Sponsored by Strickland Hardee
Greg Delleney, Risk Partners
Steve Dyer, Steve Dyer Law
Ryan Martin, SC DOI, Captive Division

12:00 pmConference Adjourns

 

    

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