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SCCIA 19th Annual Executive Educational Conference
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12/11/2018 to 12/13/2018
When: December 11-13, 2018
4:30 PM
Where: Hyatt Place Charleston/Historic District
560 King Street
Charleston 29403
United States
Contact: Annie Wilson

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19th Annual SCCIA

Executive Educational Conference

December 11 - 13, 2018


Hyatt Place (800) 993-4751



Hyatt Place and Sterling Hall

Charleston, SC


Join us for our 19th Annual Executive Educational Conference in downtown Charleston featuring presentations by top thought leaders in the industry, continuing education opportunities, networking, and fun!


SCCIA Conference Registration List


Registration on site is available December 11 at 3:00 PM at the Hyatt Place.


Cancellation Policy: Written cancellations received on or before November 1, 2018, will receive a refund of 50%. Sorry, but due to hotel staffing requirements, all cancellations received after November 1, 2018, are not eligible for a refund; however substitutions are permitted. 



Please check back for program updates


Tuesday, December 11

11:00 - 11:10 am

Captive Academy Registration Open


Grand Magnolia Foyer

11:10 am - 4:00 pm      

Captive Academy

*Separate Agenda

Grand Magnolia A

9:30 am-2:00 pm

Golf Tournament & Luncheon

*Registration begins at 8:30
Buy your Mulligans now!

Daniel Island Club

3:00-6:30 pm

Conference Registration Open

Grand Magnolia Foyer

4:30 pm

SCCIA Annual Membership Meeting

Grand Magnolia A

5:00 pm

Welcome Reception

Pour Taproom



7:30-8:15 am


Wednesday, December 12

Breakfast with Exhibitors



Grand Magnolia Foyer

8:15 - 9:00 am

Opening General Session
Bryan Hudson, President, SCCIA

*Captive Economic Impact Study
Dr. Joseph Von Nessen, University of South Carolina

Domicle Update
Ray Farmer, Director, SCDOI

SC Legislative Perspective
Senator Ronnie Cromer, SC Senate 
Dr. Steve Gilbert, SC Senate 

Grand Magnolia

9:00 - 9:45 am

*SC Regulatory Update
Jay Branum, SCDOI
Steve Dyer, Steve Dyer Law
Jeff Kehler, SCDOI
Michael Shull, SCDOI

Grand Magnolia

9:45 - 10:00 am

Networking Break

Grand Magnolia Foyer

10:00 - 10:50 am

*SC Captive Success Stories
Randy Martin, Energy Insurance Services
Gary Osborne, Risk Partners 

 Grand Magnolia

11:15 am - 1:00 pm

Lunch & Keynote Presentation: Jack Shaw
*The New Internet of Trust: Bitcoin, Blockchains, and Smart Contracts

Grand Magnolia

1:45 - 2:45 pm

*Health Checking Your Captive:
Considering a Strategic Plan Review
Patrick Theriault, Strategic Risk Solutions
Michael O'Malley, Strategic Risk Solutions

Grand Magnolia B&C

1:45 - 2:45 pm

*Passive vs. Active Management
Carl Terzer, Capvisor
Phillip Brzenk, S&P Dow Jones Indices

Grand Magnolia A


2:45 - 3:05 pm

Networking Break

Grand Magnolia Foyer

3:10 - 4:10 pm

*Captive Tax:  A New Look At An Old Story
Ton Jones, McDermott Will & Emery
Bruce Wright, Eversheds Sutherland
Chaz Lavelle, Bingham Greenebaum Doll

Grand Magnolia B&C
 4:15 - 5:15 pm

*RRG Governance:  Practical Tools for the New Rules
Tom Brumgardt, Nelson Mullins
Cathy Treen, 
Indiana University Health/IU Health RRG
Jane Kuesel, Physicians Proactive Protection, Inc. RRG

Chris Stormer, Bauknight Pietras & Stormer

Grand Magnolia B&C
4:15 - 5:15 pm

*Accounting Updates: What We've Learned and Where We're Headed 
Kathryn Gifford, Johnson Lambert
Elizabeth Forney, Aon

Grand Magnolia A

5:30 pm

Networking Reception

Firepit / H Bar


Thursday, December 13


7:30 - 8:15 am

Breakfast with Exhibitors

Grand Magnolia Foyer

8:30- 9:20 am

*State of the Economy and What it Means for Captives
David Kilborn, Performa

Grand Magnolia A

8:30 - 9:20 am

*Case Studies: Success Stories and Avoiding Hurdles
Dan Kusaila, Crowe Harwath
Anne Marie Towle, JLT Insurance Management
Dan Towle, Captive Insurance Companies Association 

Grand Magnolia B&C
9:25 - 10:15 am

*The Illusive Search for ERM: 
It’s not what it is, but how you do it.

Michele Johns, Indiana University Health/IU Health RRG

Grand Magnolia A
9:25 - 10:15 am

*Major Changes Involving Association Health Plans and More Diversity for Captive Managers and Captive Owners
Ken Johnson, The Aims Group
Terry Chesser, U.S. Advisors, Inc. 

Grand Magnolia B&C

10:15 - 10:30 am

Networking Break


Grand Magnolia Foyer

10:30 - 11:30 am

Closing Session: Chuck Gallagher
*The Human Side of Ethics

Grand Magnolia

11:30 am

Conference Adjourns


11:45 am

SCCIA Board Meeting

Carolina Room























































Note:  Sessions marked with * have been approved for CLEs.

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Thank You to the
2018 Conference and
Golf Sponsors!