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 several popular restaurants and other DC attractions.


Monday, October 5, 2026

12:00 p.m. - 6:30 p.m.

Registration Open

Sponsored by:

5:00 p.m. - 6:30 p.m.

Welcome Reception

tuesday, october 6, 2026

7:00 a.m. - 6:00 p.m.

Registration Open

Sponsored by:

7:30 a.m. - 8:30 a.m.

Networking Breakfast

Sponsored by:


8:30 a.m. - 8:45 a.m.


Welcome Remarks 

Conference Chair
Director of Insurance
O’Brien-Staley Partners

Commissioner
DISB

8:45 a.m. - 9:45 a.m.


Rating the Value of Ratings

As Washington, DC’s captive market continues to evolve and play a larger role in risk management strategies, organizations are increasingly asking: Does a financial strength rating support—or complicate—their goals? For captives and the service providers who advise them, the answer depends on a range of factors, including market expectations, policyholder needs, reinsurance dynamics, and board-level priorities.

This panel explores the strategic, financial, and reputational implications of being rated. Hear how captives are approaching the decision in practice, where ratings add measurable value, and what is involved in getting and maintaining a rating. Whether you’re evaluating a rating for the first time or advising others on the path forward, this session will provide practical insights to help guide your strategy.

Chief Financial Officer
National Association of Social Workers
(Moderator)

President & CEO
Medical Assurance Company of Mississippi

CPCU, AU, AMIM, AIAF
Senior Financial Analyst
- North American Property Casualty
AM Best

President and Claims Counsel
Attorney Insurance
Mutual of the South

9:45 a.m. - 10:45 a.m.


The AI-Driven Captive: Practical Paths to Smarter Risk and Operations

This session examines how artificial intelligence is transforming captive insurance, enhancing underwriting accuracy, claims automation, risk modeling, regulatory applications, and operational efficiency. Through concise case studies and insights from AI experts in the insurance industry, attendees will learn how to assess AI’s relevance, explore potential applications, and develop thoughtful strategies for considering or integrating AI where appropriate within their captive programs or service platforms.

Senior Client Executive
Alternative Risk Financing
Captive Risk Practice
Marsh McLennan Agency
(Moderator)

Chief Strategy & Digital Officer
Marsh McLennan Agency

10:45 a.m. – 11:00 a.m.


Networking Break

Sponsored by:

11:00 a.m. – Noon


Rates, Risk, and Regime Change: Investing in a Shifting World

A panel of experts will unpack the forces reshaping the global economy—from inflation and growth dynamics to rising debt, geopolitical fragmentation, and structural shifts driven by energy transition and AI.

The discussion will then zoom in on U.S. markets, exploring the path of inflation and Fed policy, rate volatility, fiscal pressures, and evolving opportunities across credit and securitized sectors. Panelists will also examine changing market structure, regulatory developments, and the impact of geopolitics and energy on investor sentiment.

The session will conclude with clear, actionable strategies for navigating today’s complex landscape and positioning captive portfolios for what’s ahead.

Principal and Founder
CapVisor Associates, LLC
(Moderator)

President & Chief Investment Officer
Performa

Managing Director
ASB Capital

Chief Investment Officer
Winthrop Capital Management


Noon - 1:15 p.m.


Hosted Networking Luncheon

Sponsored by:

1:15 p.m.-2:15 p.m.


Captive Insurance Taxation: Federal and State Update

Stay ahead of the latest tax developments impacting captive insurance companies. This session brings together industry tax leaders to discuss evolving federal and state tax requirements, legislative and regulatory updates, and emerging compliance challenges. Attendees will gain valuable perspectives on current tax trends, policy developments, and the key issues expected to shape the captive insurance industry in the years ahead.

Regional Leader, US & Canada,
Captive Solutions
Marsh
(Moderator)

Tax Partner
Crowe LLP

Managing Director, Insurance and Insurtech Tax Alternative Risk Finance/Captive Insurance
Services Leader
Alvarez & Marsal

Partner
Womble Bond Dickinson

Insurance Tax Manager
Crowe LLP

2:15 p.m. - 3:15 p.m.


High-Stakes Verdicts and Their Impact: Perspectives from the Front Lines of Claims Defense

Panelists will explore current verdict trends, their impact on litigation and risk management, and practical strategies for navigating today’s evolving legal landscape.

Vice President & General Counsel
Caring Communities
(Moderator)

Vice President & Chief Claims Counsel
Caring Communities

Vice President & Chief Claims Officer
Caring Communities

Marc Smatlak
Sr. Director of Claims
ProAssurance

3:15 p.m. – 3:45 p.m.


Networking Break


3:45 p.m. - 4:45 p.m.


DISB Update & Ask the Regulators

Join representatives from Washington, D.C.’s captive insurance regulatory team for an informative discussion on recent developments, regulatory priorities, and emerging issues affecting captive insurers. This interactive session offers captive owners and service providers the opportunity to hear updates directly from regulators and participate in a live Q&A.

Associate Commissioner,
Risk Finance Bureau
DISB

Jop Bunyasrie
Director of Financial Analysis,
Risk Finance Bureau
DISB
 

4:45 p.m. - 6:00 p.m.


Closing Networking Reception

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