South Carolina Captive Insurance Association
Annual Executive Educational Conference
September 17-19, 2024
Hyatt Place / Sterling Hall
Charleston, SC
Registration
Sponsorship
Hotel
Program
Attendee Registration List
Registration is open!
Captive Academy is not included in the regular conference registration. Please register for that separately.
BOGO for Captive Owners:
The 1st captive owner pays the regular registration rate ($595) and the registration for the 2nd owner from the same organization is comped. Those eligible for this captive owner special registration are defined as employees of the parent corporation that currently is insured by a captive or is considering forming a captive. Captive management firms that sponsor/own cell captives do not qualify.
Please click here to download the form to register as a Captive Owner.
Online registration is closed - but you are still welcome to attend! Please bring the form to the conference on 9/17 before 11:00 is you wish to attend Captive Academy or on Tuesday between 2:00 - 4:00 pm or on Wednesday to register for the conference. Please call 855- CAPTIVE with any questions.
Download the registration form
Captive Academy
New to the Captive Industry or just need a refresher? Register for Captive Academy, September 17th from 11:00 a.m. - 4:00 p.m. This interactive seminar will provide information on various aspects of captives in South Carolina and answer any questions you may have. Use the registrations links above under Registration.
Provide a Benefit for Your Captive Client!
Each SCCIA service provider member is allotted a complimentary Captive Academy registration for a representative from a captive insurance company that is a prospective member of the SCCIA. This is the perfect way to introduce your client or prospective client to the SCCIA, South Carolina state regulators, and similarly situated professionals. Contact the SCCIA office to register.
Sponsor and Exhibitor Opportunities
Please review the opportunities to showcase your services at this year's event. Reserve your selection early to maximize the benefits. Please let us know if you have any questions.
Program
Tuesday, September 17, 2024
Wednesday, September 18, 2024
| 7:00 AM |
Breakfast with the Exhibitors
Sponsored by Nelson Mullins
|
| 8:00 AM |
Welcome, Warren Miller, SCCIA President
Domicile and Regulatory Update The Honorable Bill Sandifer
Chair, House LCI
The Honorable Ross Turner
Member, SC Senate Banking and Insurance Committee
Steven Gilbert, PhD
Research Director, SC Senate Banking and Insurance Committee Michael Wise
Director, SCDOI
Geoffrey Bonham
Deputy Director for Financial Regulation and Solvency, SCDOI
|
| 9:00 AM |
Medical Stop Loss - The Ongoing Captive Evolution
Moderator: Gary Osborne, Risk Partners
Jeb Dunkelburger, Clear Point Health
Phil Giles, Skyward Specialty
|
| 9:50 AM | Break
|
| 10:00 AM |
Leveraging Your Captive’s Prior Success to Navigate
an Uncertain Environment
Mike Meehan, Milliman, Inc.
Lee Scott, Biltmore
Carl Terzer, CapVisor Associates
Anne Marie Towle, Hylant
|
| 11:00 AM |
Setting Expectations: How to make sure your captive has proper
governance in place
Ryan Martin, SCDOI
Dan Kusaila, Crowe
Anne Marie Towle, Hylant
|
| 11:50 AM | Break
|
| 12:15 PM |
Awards and Keynote Luncheon
Sponsored by TD Bank
It is What You Make It
Steve Gilliland, Keynote Speaker
|
| 1:45 PM | Break
|
| 2:10 PM |
Emotional Intelligence & Building Relationships
Laura Rodrigo and Katherine Wood, Strategic Risk Solutions |
| 3:00 PM |
Concept to Captive: Communicating to Key Stakeholders
Tom Brumgardt, Nelson Mullins
Mike Coulter, AON
Thomas Green, AON
|
| 3:50 PM | Break
Sponsored by Strickland Hardee
|
| 4:00 PM |
Join the Debate - Single Parent vs Cell Captive
Which Captive Set Up Is Right for Your Organization?
Doug Butler, Womble Bond Dickinson
Patrick Theriault, Strategic Risk Solutions
|
| 5:30 PM
|
Networking Reception, Satellite Bar
Sponsored by Johnson Lambert and Performa |
Thursday, September 19, 2024
| 7:00 AM |
Breakfast with the Exhibitors
Sponsored by Pinnacle Actuarial Resources
|
| 8:00 AM |
Captive Tax Developments
Allan Autry, Johnson Lambert
Ben Glenn, Bauknight Pietras & Stormer
Brandon Keim, Frazer Ryan Goldberg & Arnold
|
| 9:15 AM |
Moving Away from Boring Board Meetings
Alison Chase, Alison Chase Events
Jackie Roberts, Patrick Properties
Rachel Starling, Patrick Properties
Matt Watson, Captivedge
|
| 10:00 AM | Break
Sponsored by PNC Institutional Asset Management
|
| 10:10 AM |
A Captive Kaleidoscope: Your Captive Through Different Viewpoints
Christina Kindstedt, Advantage Insurance Management
Sandi Prescott,Performa
Chris Wartko, The Riverstone Group
|
| 11:00 AM |
Closing Session, Sponsored by First Bank
Navigating the Intersection of Politics and Finance: A Deep Dive into the Economic Implications of the Upcoming U.S. Presidential Election
Gary Greene and Daniel Pugh, Wellspring Financial Solutions of Raymond James
|
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