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Captive Academy 2017 Agenda
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18th Annual SCCIA

Executive Educational Conference

 

Captive Academy Agenda

Tuesday, September 12

 

7:30 - 7:50 am           

Coffee & Sticky buns

 
7:50 - 8:00 am           

Welcome & Introductions  

 

 
8:00 - 9:20 am            Role of the Captive Manager 

Megan Ogden & Anne Marie Towle
JLT Group

9:30 - 10:30 am          Role of an Actuary  

Peter Johnson
Bartlett  Actuarial Group 

10:30 - 11:40 am        Role of a Captive Attorney

Doug Concannon
Young Clement Rivers 

11:40 am          

Break & Begin Working Lunch 

 
Noon - 1:30 pm        Role of an Auditor: Account & Tax 

Amanda Brinkley & Ben Glenn
Bauknight Pietras & Stormer, P.A.

1:40 - 3:10 pm            Role of a Bank & Investment Advisor  Rachel Libowitz, CapVisor Associates

Xina Stewart, Comerica Bank

3:10 - 4:00 pm Role of a Regulator  Jay Branum & Joe McDonald

SC Department of Insurance

4:00 - 4:20 pm           

Questions 

 
4:20 - 4:30 pm              SCDOI Presentation of Certificates  

Ray Farmer, Director
Jay Branum, Director of Captives

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Thank You Conference Sponsors!