Captive & IBT Conference

August 24-25, 2022
Omni Hotel, Oklahoma City

Wednesday, August 24, 2022

9:00 – 4:00 REGISTRATION

1:00 WHY INSURANCE BUSINESS TRANSFERS?

• Panel:
  • Glen Mulready, Commissioner, Oklahoma Insurance Department
  • Kelly Superczynski, Global head of Capital Advisory, AON
  • Chris Reichow, US General Counsel/Executive Vice President, R&Q

2:00 SIZE OF GLOBAL RUNOFF MARKET/CORPORATE DIVISIONS AND IBTs: Climate of the runoff market and legal/regulatory landscape

• Panel:
  • Moderator Luann Petrellis, US CEO, Catalina U.S. Insurance Services LLC
  • Carolyn Fahey, Executive Director, AIRROC
  • Robert Redpath, Senior VP and Corporate Counsel, Enstar
    
  • John Sparks, Attorney, Odom & Sparks

3:45 BREAK

4:00 REGULATOR PERSPECTIVE: Benefits and Concerns

• Panel:
  • Moderator Michael Ridgeway, Of Counsel, Odom & Sparks
  • Matthew Gendron, General Counsel & Chief of Regulatory Compliance, Rhode Island Division of Insurance
  • Dana Popish Severinghaus, Director, Illionois Department of Insurance
  • Andy Schallhorn, Deputy Commissioner Financial Regulation & Chief Actuary, Oklahoma Insurance Department

4:50 WRAP UP: Preview to Captive Insurance

Glen Mulready, Commissioner, Oklahoma Insurance Department

Welcome to Oklahoma City
Chad Warmington, President & CEO, Oklahoma State Chamber

5:00 MEET AND GREET COCKTAIL HOUR

Thursday, August 25, 2022

7:30 – 10:00 REGISTRATION

7:30 CONTINENTAL BREAKFAST

• Welcome back

8:30 CAPTIVE 101: Setting up a new captive program – Why and How

• Panel:
  • Jerry Messick, CEO, Elevate Risk Solutions
  • Heather McClure, Chief Risk Advisor, AON
  • Donald Ashwood, Captive Coordinator, Oklahoma Insurance Department

9:30 OKLAHOMA CAPTIVE SUCCESS STORIES

• Panel:
  • Moderator Angela Ables, Firm President, Managing Senior Partner, Kerr, Irvine, Rhodes & Ables
  • Andrew Marson, Director, SRS West
  • Jeff Rycroft, Vice President & Risk Manager, Express Employment International
  • Mark Morris, Senior Vice President, Lockton

10:30 BREAK

10:45 THE OKLAHOMA CAPTIVE DOMICILE

• Panel:
  • Moderator Angela Ables, Firm President, Managing Senior Partner, Kerr, Irvine, Rhodes & Ables
  • Jerry Messick, CEO, Elevate Captive Solutions
  • Heather McClure, Chief Risk Advisor, AON
  • Glen Mulready, Commissioner, Oklahoma Insurance Department

11:45 LUNCH AND KEYNOTE SPEAKER

12:45 BREAK

1:00 GROUP CAPTIVE: A road map to managing risk (Approved for ICCIE CE Credits)

• Panel:
  • Eric Pach, President, Envision Captive Consultants LLC
  • Jonathan Stark, Director, SRS Advisors
  • Daniel Linton, Senior Consulting Actuary, Pinnacle Actuarial Resources
    

2:00 THE CELL CAPTIVE (Approved for ICCIE CE Credits)

• Panel:
  • Renea Louie, ARM, ACI, Fellow, Chief Operations Officer, Pro Group Captive Management Services
  • Joe Marcantel, Director, Talisman Casualty Insurance Co.
  • Jeffrey Simpson, Partner, Womble, Bond, Dickinson

3:00 DISCUSSION GROUP: US Regulatory Realm and hot topics in Tax (federal and state) (Approved for ICCIE CE Credits)

• Panel:
  • Bruce Wright, Senior Counsel, Eversheds Sutherland (US) LLP
  • Kevin Doherty, President of the Tennessee Captive Insurance Association, Dickinson Wright PLLC
  • Chaz Lavelle, Partner, Dentons, Bingham, Greenebaum, LLP 

3:50 WRAP UP