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SCCIA 20th Annual Executive Educational Conference
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9/10/2019 to 9/12/2019
When: September 10, 2019
4:30 pm
Where: Hyatt Place Charleston/Historic District
560 King Street
Charleston 29403
United States
Contact: Annie Wilson

Online registration is closed.
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20th Annual SCCIA

Executive Educational Conference

September 10-12, 2019



Hyatt Place and Sterling Hall

560 King Street
Charleston, SC 29403


Attendee List 

 Contact the SCCIA Office to register (855-CAPTIVE)

Join us for our 20th Annual Executive Educational Conference in downtown Charleston featuring presentations by top thought leaders in the industry, continuing education opportunities, networking, and fun!



You do not want to miss an opportunity for maximum exposure for the 20th anniversary of this conference!  Click here for the Sponsor and Exhibitor Packet.


Cancellation Policy: Written cancellations received on or before August 9, 2019, will receive a refund of 50%. Sorry, but due to hotel staffing requirements, all cancellations received after August 9, 2019, are not eligible for a refund; however substitutions are permitted.



Please check back for program updates


Tuesday, September 10

11:00 - 11:10 am

Captive Academy Registration Open


Grand Magnolia Foyer

11:10 am - 4:00 pm      

Captive Academy
Separate registration required


Grand Magnolia A

1:00 pm Walking Tour by Charleston Sole

Separate registration required


1:00 pm Carriage Tour of Charleston by Palmetto Carriage Works
Separate registration required

3:00-5:00 pm

Conference Registration Open

Grand Magnolia Foyer

4:30 pm

SCCIA Annual Membership Meeting

Grand Magnolia A

5:00 pm

Welcome Reception

Fire Pit & H Bar, Hyatt



7:30-8:15 am


Wednesday, September 11

Breakfast with Exhibitors



Grand Magnolia Foyer

8:15 - 9:00 am

Welcome and Recognitions
Domicile Update
SC Legislative Perspective
The Honorable Ronnie Cromer, Chairman, Senate Banking and Insurance Committee
The Honorable Bill Sandifer, Chairman, House Labor, Commerce and Industry Committee
Bryan Triplett, Assistant Chief Counsel, House Labor, Commerce and Industry Committee

Grand Magnolia

9:00 - 9:45 am SC Regulatory Update
Jay Branum, Director, Captive Insurance Division, SCDOI

Grand Magnolia
9:45 - 10:00 am Break

10:00 - 11:00 am SC Captive Success Stories
Jay Gilmore, Denny's
Cathy Treen, Indiana University Health
Steve Watson, The Biltmore Company
Paul Newton, Charleston Captive Consulting

 Grand Magnolia

11:15 am - 1:00 pm

Keynote Presentation: Protecting Your Organization from Computer Crimes
Jon Engstrom, Cyber Crime Specialist

Grand Magnolia

1:45 - 2:45 pm 

Easy In…Not So Easy Out: Exit Strategies for Captives
Chris Stormer, Bauknight Pietras, Stormer
Tom Hodson, SOBC Darag
Chris Ridge, ACG
Michael Terelmes, Sirius Global Solutions

Grand Magnolia BC
1:45 - 2:45 pm The Emergence of Cell Captives
Patrick Theriault, Strategic Risk Solutions
Steve Dyer, Steve Dyer Law
Art Salvadori, Crowe 
Grand Magnolia A
2:45 - 3:05 am


Grand Magnolia Foyer

3:10 - 4:10 pm

Hot Topics In Tax 
Tom Jones, McDermott, Will & Emory
Bruce Wright, Evershed Sutherland
Chaz Lavelle, Bingham Greenebaum Doll

Grand Magnolia BC
4:15 -5:15 pm Creating Value Through Efficient Risk Financing

Randy Martin, EIS/EIM

Jim Swanke, Willis Towers Watson
Ann Conway, Willis Towers Watson

Grand Magnolia BC
4:15 - 5:15 PM Accounting Technical Update

Alex Murray, Johnson Lambert
Sarah Stubbs, Johnson Lambert

Mike Coulter, Aon

 Grand Magnolia A

6:00 pm

Networking Reception

Cannon Green, 103 Spring Street, Charleston


Thursday, September 12


7:30 - 8:15 am

Breakfast with Exhibitors

Grand Magnolia Foyer

8:15 - 9:05 am 

Framing This Economic Expansion: Considerations For Your Captive
Scott Mildrum, Performa

Grand Magnolia A

8:15 - 9:05 am  Evolving Use of Captives for Health Insurance and Medical Stop Loss
Gary Osborne, Risk Partners
Thomas Kendall, Captive Solutions, LLC
George O'Donnell, McGriff, Seibels & Williams

Grand Magnolia BC
9:10 - 10:00 am  The Use of Captives for Life, Health and Benefits

Greg Arms, WorldCare International, Inc.

Miles Hopkins, Advantage Insurance
Gordon Thompson, AmeRisk

 Grand Magnolia A
9:10 - 10:00 am Expanding Captive Utilization

Anne Marie Towle

Louis Manello, DHG, LLP

Steve Watson, The Biltmore Company

 Grand Magnolia BC
10:00 - 10:15 am Break

Grand Magnolia Foyer
10:15 - 11:05 am 

What The Healthcare Market Wants From Captives & Healthcare Professional Liability Claim Severity

Darlene King, Saxton & Stump

Grand Magnolia BC

11:10 am -12:00 pm

Closing Session:

Brian Longwell, Humorist 

Grand Magnolia BC

12:00 pm

Conference Adjourns


12:15 pm

SCCIA Board Meeting

Jasmine Room



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Thank You to the
2019 Conference Sponsors!