schedule and educational program

Conference Sponsor

Monday, September 26
5:00 p.m. - 7:00 p.m.

Welcome Networking Reception
Sponsored By:

Tuesday, September 27
8:00 a.m. - 9:00 a.m.

Continental Breakfast
Sponsored by:

9:00 a.m. - 9:10 p.m. Welcome Remarks


Joe Holahan
Captive Insurance Council of the District of Columbia
9:10 a.m. - 9:40 a.m. DC Domicile Update
Top captive regulator will provide important updates on the DC captive insurance domicile and preview what’s ahead for 2023.


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
9:40 a.m. - 10:00 a.m.

And Now A Word From Our Sponsors...

Representatives of our sponsoring companies take a few minutes to tell us abut their great products and services.

10:00 a.m. - 11:00 a.m.

2022 Insurance Tax Updates

This session will discuss an overview of recent income tax issues that impact the captive insurance industry including, federal tax updates, IRS guidance, state and local tax developments, and recent insurance-specific court rulings.

Bill Pomponi
Crowe, LLP


Dan Kusaila
Tax Partner
Crowe LLP

Erin Schafzle
Tax Manager
Crowe, LLP

Chaz Lavelle
Dentons Bingham Greenebaum LLP

11:00 a.m. - 11:15 a.m. Networking Break
Sponsored By:

11:15 a.m. - 12:15 p.m.

Fresh Ideas for Captive Insurance Investment Policies in Turbulent Times

Our panel of financial experts share thoughts on strategies that captives should consider for both fixed income and equity portfolios. There will also be a discission of alternative investments and other “outside the box” approaches to navigating the current economic environment.


Carl Terzer
CapVisor Associates


Gregory Cobb
Director/Investment Solutions
Sage Advisory

David Kilborn, CFA
President & Chief Investment Officer

Michael Stafford
Managing Director
ASB Capital Management, LLC

12:15 p.m. – 1:45 p.m.

Luncheon and Open Networking Time
Sponsored By:

1:45 p.m. - 2:45 p.m.

Cyber Risk and the Impact on Insurance Coverage Options

With the recent increase in ransomware and cyberattacks, companies are facing significant increases in insurance premiums and upward pressure on deductibles. This session will provide a brief overview of the recent events impacting the cyber insurance market and share ideas for how companies can partner with their broker and actuary on evaluating the cost and risk and use of the captive as a risk financing strategy.


Joy-Ann Bullard
Director Wilis
Towers Watson


Miekael Menberu
Director, Risk & Analytics Corporate Practice
Willis Towers Watson

Larry Smith
Vice President, Risk Management
Medstar Health

Jason Wetmore
Senior Vice President
U.S. Cyber Practice

2:45 p.m. - 3:45 p.m.

Insurtech Captives

Using Foresight as a case study, this session will explore the business case for captive ownership by an insurtech company, including the considerations that go into determining whether a captive is right for the business, the pros and cons of captive ownership and issues that arise working with fronting carriers and reinsurers. Foresight is an innovative workers’ compensation insurtech that ties safe work practices to insurance savings.


Joe Holahan
Morris, Manning & Martin, LLP


David Fontain
Co-Founder and CEO

Conrad Lagasca
SVP & Branch Manager

3:45 p.m.-4:00 p.m. Networking Break

4:00 p.m. - 5:00 p.m.

Legacy Solutions for Captives

The evolving legacy sector has become increasingly sophisticated offering captives structured solutions to meet their capital management objectives and remove distractions associated with managing legacy liabilities. This session will share the benefits of retrospective reinsurance transactions available to captives for capital optimization, enabling growth in other lines of business, limiting adverse development on claims as well as providing exit strategies to achieve legal finality for dormant or duplicate captives that have been acquired through M&A activity.


Carolyn Fahey
Executive Director

Mory Katz
SVP, Global Head of Legacy Solutions

Steve McElhiney
SVP & Global Director of Reinsurance
Artex Risk Solutions

Chris Reichow
US General Counsel/Executive Vice President
R&Q Insurance Holdings, Ltd.

5:00 p.m.- 6:00 p.m. Closing Networking Reception

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Annual Conference
November 8-9, 2023

InterContinental The Wharf   Washington, DC



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