Monday, October 18
5:00 p.m. - 7:00 p.m. Welcome Networking Reception
Tuesday, October 19
7:30 a.m. - 8:30 a.m. Continental Breakfast
8:30 a.m. - 8:45 p.m. Welcome Remarks


Joe Holahan
Captive Insurance Council of the District of Columbia
8:45 a.m. - 9:45 a.m. DC Domicile Update
The domicile’s key captive regulators discuss important developments during 2021 and preview what’s ahead for 2022 and beyond.


Dana Sheppard
Associate Commissioner
DC Department of Insurance, Securities and Banking

Sean O’Donnell
Director of Financial Examinations
DC Department of Insurance, Securities and Banking
9:45 a.m. - 10:30 a.m. Positioning Captive Portfolios for Success in a Post-Covid Environment
This session will explore the outlook for, and impact of, fiscal and monetary policy on the economy and securities markets and the implications for captive insurance company investment strategies.


Carl E. Terzer
CapVisor Associates, LLC


Michael J. Stafford, Jr., CFA
Managing Director, Investments
ASB Capital Management, LLC

David Kilborn, CFA
President & Chief Investment Officer
Performa Investment Management

Gregory H. Cobb
Director of Insurance Solutions
Sage Advisory
10:30 a.m. - 11:00 a.m. Networking Break
11:00 a.m. - 12:15 p.m. The How and the Why of Cell Captives
Recent years have seen rapid growth in the use of cell captives for a variety of purposes. This session will explore the attractive features and various uses of cell captives structures. The session will include case studies presented by captive owners illustrating innovative uses of cell captives and the reasons why cell captives have become a popular option for captive programs.


Patrick Theriault
Managing Director
Strategic Risk Solutions

Courtney Claflin
Executive Director – Captive Programs
University of California

Richard Serina
Director, Risk Management
Canon USA

Steven Himelstein
Vice President, Corporate Legal
Canon USA
12:15 p.m. - 2:00 p.m. Hosted Lunch and Networking Time
2:00 p.m. – 3:00 p.m. COVID 19 Pandemic - What Do We Know Now?
This session will provide attendees the opportunity to hear and learn about the latest effects of and challenges, that the COVID 19 Pandemic presents in three key areas of alternative risk management. During this session a panel of professionals representing defense attorneys, reinsurance specialists and risk managers will share their respective experiences and learning in contending with claims, the reinsurance marketplace and organizational risks associated with the COVID 19 Pandemic and its consequences. The panelists will encourage questions and interaction from the audience.


Laura Lally, JD
Vice President and Chief Claims Officer
Caring Communities RRG

Lauren Crow, JD
Vice President and Chief Claims Counsel
Caring Communities RRG

Mimi McCahill, RN, JD
Vice President, Risk Management
Caring Communities RRG
3:00 p.m. - 3:15 p.m. Break
3:15 p.m. - 4:15 p.m. Captive Tax Update
This session will provide an overview of recent income tax issues that impact the captive insurance industry, including the Made in America Tax Plan proposed by the Biden administration, state and local tax developments and recent insurance-specific court rulings.


Daniel J. Kusaila, CPA
Tax Partner
Crowe, LLP

Erin N. Schatzle, CPA, MT, MBA
Insurance Tax Manager
Crowe, LLP

Bruce Wright
Eversheds Sutherland
4:15 p.m.-5:00 p.m. Breaking through the Hard Insurance Market with an Optimized Captive
With today’s market being the worst in history, your captive is the perfect tool to help manage the current market conditions. In this session, learn from a captive expert which levers are available to push and pull as you strive to quickly make wise decisions and optimize your program.


Jim Swanke
Director, Risk Consulting
Willis Towers Watson
5:00 p.m.- 6:30 p.m. Closing Networking Reception

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