conference agenda
The CIC-DC Annual Conference is the premier industry event for those doing captive business in the Nation’s Capital. This year's conference features timely educational topics along with multiple networking opportunities. The conference host hotel is conveniently located near to several popular restaurants and other DC attractions.
conference links
wednesday, october 29
12:00 p.m. - 6:30 p.m.
Registration Open
2:00 p.m. - 3:30 p.m.
SPECIAL EVENT: National Museum of American History Tour
Space on the tour is limited to the first 25 persons to register. This special event is free event for CIC-DC conference registrants, but advance registration is required.
5:00 p.m. - 6:30 p.m.
Welcome Reception
thursday, october 30
7:00 a.m. - 6:00 p.m.
Registration Open
7:30 a.m. - 8:30 a.m.
Networking Breakfast
8:30 a.m. - 8:45 a.m.
Welcome Remarks – CIC-DC President and DISB Commissioner
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| Joe Holahan President CIC-DC |
Karima Woods Commissioner DISB |
8:45 a.m. - 9:45 a.m.
CyberSecurity for Captive Owners
This session will address the importance of captive owners (along with their parent companies) having strong cybersecurity controls in place (including 24/7 monitoring for unusual system activity) as well as appropriate cyber insurance coverage. Join us for an interactive session that will provide the regulator’s perspective on the importance of cybersecurity, insights from the financial services industry, and a case study involving a cyber incident experienced by the owner of a DC captive, including lessons learned.
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| Sean O’Donnell Associate Commissioner DISB (Moderator) |
Krystle Blystone, ARM Director of Insurance O’Brien-Staley Partners |
Michelle Haley SVP, C&I Relationship Manager EagleBank |
9:45 a.m. - 10:45 a.m.
Captive Insurance Taxation: Federal and State Update
Stay ahead of the curve with the latest developments in captive insurance taxation. This session features an expert panel exploring key updates on federal and state tax issues affecting captive insurance companies. Discussion will include important regulatory changes, emerging compliance challenges, and notable tax developments coming out of Washington, D.C. Gain timely insights into the current tax landscape and the hot-button issues shaping the future of the industry.
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| Bill Pomponi Partner Crowe LLP (Moderator) |
Kristen M. Lawler J.D., LL.M Tax Partner Crowe LLP |
Mikhail Raybshteyn CPA Tax Partner EY |
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| Doug Butler, JD Partner Womble Bond Dickinson |
Nino Conte, CPA Senior Associate Crowe LLP |
10:45 a.m. – 11:00 a.m.
Networking Break
11:00 a.m. – Noon
Are Protected Cells the new Single Parent Captive?
Join us for an engaging session featuring industry experts from sponsored Cell facilities and individual Cell owners as we explore the growing trend of Protected Cells in the captive insurance landscape. We will delve into the increasing popularity of Cells among businesses of all sizes, highlighting key insights and recent trends in their utilization. Attendees will gain a deeper understanding of how Protected Cells can offer innovative solutions and flexibility in risk management strategies.
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| Ben Hester President Copernican Admin |
Donna Weber Managing Director, Pooling & Cell Facilities Leader Marsh Captive Solutions |
Richard Serina Director, Risk Management Canon U.S.A., Inc. |
Noon - 1:00 p.m.
Hosted Networking Luncheon
1:00 p.m.-2:00 p.m.
Reinsurance Do’s and Don’ts
Virtually all captives buy reinsurance. If structured right, reinsurance can build and strengthen your captive and remain your partner for years to come. If not, it could take away a disproportionate amount of premium without delivering a commensurate amount of protection.
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| Christine Kindstedt President Advantage Insurance Management |
Steve McElhiney CPCU, ARe, MBA, MS Partner Augment Risk |
Courtney W. Claflin CEO Claflin Captive Design, Inc. |
2:00 p.m. - 3:00 p.m.
From Economic Forecasts to Investment Action: Navigating Market Opportunities
This session will cover current economic trends and projections for the next 6 to 12 months. We will then explore how these forecasts may impact the securities markets and captive investment strategies. In summary, we will provide insights into asset classes and techniques that captives can leverage in their programs to take advantage of future market opportunities.
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| Carl Terzer Principal and Founder CapVisor Associates, LLC (Moderator) |
Greg Cobb Director, Insurance Solutions Sage |
Michael Stafford Managing Director ASB Capital |
3:00 p.m. – 3:15 p.m.
Networking Break
3:15 p.m. - 4:15 p.m.
Advocacy Matters: Captive Support of Parent Mission
Attendees will hear from a captive manager, service provider, and a DC captive owner who have engaged in advocacy not only for captive legislation, but on behalf of their clients and industries as well. In an era where captive insurance continues to grow and evolve, understanding the crucial role played by advocacy in fostering a supportive legislative environment becomes paramount. This dynamic session will include a discussion of first-hand experiences and insights into the innovative ways panelists have collaborated to promote effective captive legislation and advocated for the best interests of their clients and diverse sectors. Attendees will gain valuable knowledge about the challenges faced by captive insurance professionals as they navigate through the regulatory landscape and the strategies employed to successfully address these hurdles.
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| Heather McClure, JD, LLM Managing Partner Helio Risk, LLC |
Robert J. Walling Principal and Consulting Actuary Pinnacle Actuarial Resources |
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| Additional speaker to be announced | ||||
4:15 p.m. - 5:00 p.m.
DISB Update & Ask the Regulators
This session will provide captive owners and service providers with a unique opportunity to engage with DC’s captive insurance regulators, who will share important updates and take audience questions.
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| Sean O’Donnell Associate Commissioner DISB |
Jop Bunyasrie Director of Financial Analysis Risk Finance Bureau DISB |
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| Christine Afolabi Financial Examiner/Analyst Risk Finance Bureau DISB |
Rebecca (Becky) Davis Financial Examiner/Analyst Risk Finance Bureau DISB |
