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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.
TENTATIVE AGENDA
Please check back for program updates
Tuesday, December 11
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11:00 - 11:10 am
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Captive Academy Registration Open
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Grand Magnolia Foyer
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11:10 am - 4:00 pm
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Captive Academy
*Separate Agenda
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Grand Magnolia A
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9:30 am-2:00 pm
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Golf Tournament & Luncheon
*Registration begins at 8:30
Buy your Mulligans now!
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Daniel Island Club
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3:00-6:30 pm
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Conference Registration Open
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Grand Magnolia Foyer
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4:30 pm
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SCCIA Annual Membership Meeting
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Grand Magnolia A
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5:00 pm
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Welcome Reception
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Pour Taproom
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7:30-8:15 am
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Wednesday, December 12
Breakfast with Exhibitors
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Grand Magnolia Foyer
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8:15 - 9:00 am
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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
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Grand Magnolia
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| 9:00 - 9:45 am |
*SC Regulatory Update
Jay Branum, SCDOI
Steve Dyer, Steve Dyer Law
Jeff Kehler, SCDOI
Michael Shull, SCDOI
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Grand Magnolia |
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9:45 - 10:00 am
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Networking Break
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Grand Magnolia Foyer
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| 10:00 - 10:50 am |
*SC Captive Success Stories
Randy Martin, Energy Insurance Services
Gary Osborne, Risk Partners
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Grand Magnolia |
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11:15 am - 1:00 pm
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Lunch & Keynote Presentation: Jack Shaw
*The New Internet of Trust: Bitcoin, Blockchains, and Smart Contracts
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Grand Magnolia
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1:45 - 2:45 pm
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*Health Checking Your Captive:
Considering a Strategic Plan Review
Patrick Theriault, Strategic Risk Solutions
Michael O'Malley, Strategic Risk Solutions
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Grand Magnolia B&C
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| 1:45 - 2:45 pm |
*Passive vs. Active Management
Carl Terzer, Capvisor
Phillip Brzenk, S&P Dow Jones Indices
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Grand Magnolia A
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2:45 - 3:05 pm
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Networking Break
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Grand Magnolia Foyer
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| 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
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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
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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
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Grand Magnolia A |
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5:30 pm
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Networking Reception
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Firepit / H Bar
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Thursday, December 13
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7:30 - 8:15 am
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Breakfast with Exhibitors
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Grand Magnolia Foyer
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8:30- 9:20 am
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*State of the Economy and What it Means for Captives
David Kilborn, Performa
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Grand Magnolia A
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| 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
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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
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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.
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Grand Magnolia B&C |
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10:15 - 10:30 am
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Networking Break
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Grand Magnolia Foyer
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10:30 - 11:30 am
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Closing Session: Chuck Gallagher
*The Human Side of Ethics
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Grand Magnolia
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11:30 am
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Conference Adjourns
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11:45 am
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SCCIA Board Meeting
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Carolina Room
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Note: Sessions marked with * have been approved for CLEs.
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