2021 WRCIC SCHEDULE 

MONDAY, JUNE 14

8:00 AM - 1:00 PM


9:00 AM - 12:00 PM
3:00 PM - 5:00 PM


3:00 PM - 4:30 PM








4:30 PM - 5:00 PM


5:00 PM - 5:30 PM


5:30 PM - 7:00 PM

Golf Tournament (Mountain Dell Lakes Course)


Exhibitor Setup and Registration Desk Open (Ballroom Reception)



Captive 101 Introduction (Ballroom AB)

Moderator: Rae Brown - GPW & Associates, Inc. 

Panelists: Eric Anderson - GPW & Associates, Inc., Andrew Christie - Aon, Michael J. Low - Kutak Rock, LLP

DescriptionThinking about forming a Captive? Find out what you need to know. Join us for a panel discussion with various leading experts on how to evaluate, license and operate a captive insurance company. The distinguished panel will include consultants, captive manager, actuary and attorney all with a strong background in captive insurance. Open Q&A will allow audience members to interact and ask questions about any phase of captive feasibility or formation.


UCIA Annual Association Meeting (Arizona Room)


MOCIA Annual Association Meeting (Arizona Room)


Welcome Reception with Exhibitors (Ballroom C)

Sponsored by: Agile Premium Finance, GPW & Associates, Larson & Company, Lippa Insurance Services, Pro Group, Utah Insurance Department

TUESDAY, JUNE 15

7:30 AM - 8:00 AM


8:00 AM - 5:00 PM


8:00 AM - 8:45 AM




8:45 AM - 9:00 AM




9:00 AM - 10:00 AM





10:00 AM - 10:15 AM



10:15 AM - 11:30 AM






11:30 AM - 1:00 PM









1:00 PM - 2:15 PM




















2:15 PM - 2:30 PM



2:30 PM - 3:45 PM


















4:00 PM - 5:00 PM



8:00 PM - 11:00 PM

AZCIA Annual Association Meeting (Arizona Room)


Registration Desk Open (Ballroom Reception)


Breakfast with Exhibitors (Ballroom C)

Sponsored by: Agile Premium Finance, GPW & Associates, Larson & Company, Lippa Insurance Services, Pro Group, 

Utah Insurance Department


Conference Welcome (Ballroom AB)

Brandy Alderson, WRCIC Committee Chair

Commissioner Jonathan T. Pike, Utah Insurance Department

Mitch Cantor, ICCIE


Opening Keynote Address (Ballroom AB)

Speaker: Gavin Christensen – Kickstart Seed Fund

Description: Gavin is ready to fire things up. Are you? In the keynote address he will share where people and tech align. As founder of the earliest seed stage fund in Utah, he will share his learnings as the Wild West has grown from a small market into a thriving entrepreneur ecosystem, and how Kickstart’s strategies have evolved over the past 13 years. Gavin will talk to us about pushing frontiers, backing visionary founders, and supporting companies beyond capital.


Refreshment Break (Ballroom C)
Sponsored by: Hylant, Prodigy Health Insurance Services, RH CPAs, TaylorChandler, Taylor-Walker Consulting


General Session | Captive Insurance Tax – The Latest [ICCIE APPROVED] (Ballroom AB)

Speakers: Bruce Wright - Eversheds Sutherland and Charles Lavelle - Dentons Bingham Greenebaum LLP

Description: This session will analyze the ever-changing world of captive insurance tax, both for Federal tax and State Tax. The IRS and courts continue to develop the definition of what is insurance for Federal income tax purposes and there are increasing developments in the area of self-procurement tax and state income tax.


Lunch and General Session (Ballroom ABC)

Sponsored by: Active Captive Management, Madison Scottsdale


General Session | State of the States – Regulator Roundup [ICCIE APPROVED] (Ballroom AB)

Moderator: Allan Smith - Marsh Captive Solutions

Panelists: Mel A. Anderson - Arkansas, Vincent R. Gosz - Arizona, Steve Matthews - Montana, Travis K. Wegkamp - Utah

Description: Always one of the WRCIC’s most popular sessions, the Regulator Roundup is your chance to hear regulators from multiple domiciles discuss recent trends and opine on topical issues. 


Track A | Investments: Investing Across the Pandemic - Lessons Learned [ICCIE APPROVED] (Ballroom AB)

Moderator: Robert Burghart - Raymond James

Panelists: Greg Cobb - Sage Advisory and Anjanette Fowler - Madison Scottsdale

Description: The onset and impact of the Covid-19 pandemic highlighted the importance of the People, Process, and Price of contingency planning, not only operationally but also relative to a captive's investment portfolio. This Captive Investments focused session will discuss and highlight the "lessons learned" about managing investment related risks throughout the pandemic and how the experience may change the strategic investing of your captive going forward. This session will provide an overview of the impacts of the pandemic on the markets, captive insurer investment strategies, and the outlook for coming out the other side.


Track B | Service Providers: Level Up - Expanding Captive Utilization (Arizona Room)

Speakers: Adam Miholic - Hylant Global Captive Solutions, Jon Soules - Big-D Construction Corp. and Mark Wiedeman - Utah Insurance Department 

Description: As traditional insurers continue to fluctuate and adapt to the changes in the marketplace, current captive owners are afforded the unique opportunity of leveraging the captive to weather the storm. Captive utilization can be a beneficial tactic during market volatility, whether it is evaluating taking on more risk in the captive, looking to expand the business plan, or even declaring a distribution of profits. This session will highlight a captive owner and a regulator who can speak to how their captive’s flexibility has benefited the company in past years. Hot topics and case studies will be incorporated into this session’s material.


Refreshment Break (Ballroom C)

Sponsored by: Hylant, Prodigy Health Insurance Services, RH CPAs, TaylorChandler, Taylor-Walker Consulting


Track A | Emerging Issues: Hot Topics, Threats & Opportunities in the Captive Market [ICCIE APPROVED]

(Ballroom AB)

Moderator: Dan Towle - Captive Insurance Companies Association

Panelists: Daniel Kusaila - Crowe LLP and Anne Marie Towle - Hylant

Description: This panel will address the hot topics, threats and opportunities facing the captive industry. The hard market and Covid-19 have put the captive industry in the spotlight as risk managers are utilizing their captives in expanded ways to address today’s challenges. The session will also discuss the industry challenge of an aging captive industry, that needs new initiatives to attract a workforce that will become the next generation of captive leaders. The session will share how CICA has put forth strategies that we hope you can bring to your organizations to attract younger individuals and support women to fill this growing need through their NEXTGen and Amplify Women initiatives.


Track B | Captive Utilization: Advantages of Employee Benefit Captives (Arizona Room)

Speakers: Ashley Nissen - Innovative Captive Solutions and Rob Gilligan - Innovative Captive Solutions

Description: Learn how employee benefit captives have contributed to not only the bottom line of organizations, but also the organization's health and wellness. An overview of the operations and benefits of an employee benefit group captive will be explored along with specific member case studies and results.


Networking Happy Hour with Exhibitors (Ballroom C)

Sponsored by: Active Captive Management, Sage Advisory 


Casino Night (Second Floor Mezzanine)

Sponsored by: Madison Scottsdale, Sequoia Risk Partners

WEDNESDAY, JUNE 16

7:30 AM - 8:00 AM


8:00 AM - 12:00 PM 


8:00 AM - 8:45 AM



8:45 AM - 10:15 AM








10:15 AM - 10:30 AM




10:30 AM - 12:00 PM










12:00 PM - 2:00 PM

NCIC Annual Association Meeting (Arizona Room)


Registration Desk Open (Ballroom Reception)


Breakfast with Exhibitors (Ballroom C)

Sponsored by: Active Captive Management, Madison Scottsdale


General Session Brightest Opportunities in the Captive Industry – Ver. 4 [ICCIE APPROVED] (Ballroom AB)

Moderator & Panelist: Renea Louie -  Pro Group Captive Management Services 

Panelists: Niki Neilon - Casey Neilon, Inc. and Bob Davidson - Davidson Risk Consulting

Description: This popular session is returning again to provide an update and focus on captive opportunities and why there has been no better time to be part of the captive industry than TODAY.  Panelists will focus on opportunities and best practices that owners, managers, actuaries and other service providers can utilize to make programs more economically efficient while managing risk. This session promises to inform and inspire!


Refreshment Break (Ballroom C)
Sponsored by: Agile Premium Finance, GPW & Associates, Larson & Company, Lippa Insurance Services, Pro Group, Utah Insurance Department


Closing Keynote Address (Ballroom AB)

Speaker: Garry McIntosh - Operation Underground Railroad

Description: Operation Underground Railroad exists to rescue children from sex trafficking and sexual exploitation. Their mission is to shine a light worldwide on the global epidemic of child sex trafficking, and rescue more children from slavery and assist law enforcement to seek justice for those who violate children. While their focus remains on children, O.U.R. assists survivors of all ages to bring them to safety and healing. We place survivors on a path to recovery by partnering with vetted aftercare providers or by placing them with families. O.U.R. strives to provide personalized care to each survivor it works with. To date, O.U.R. has supported law enforcement and survivors in more than 28 countries and 28 U.S. states. 


Conference Concludes and Exhibitor Take Down 

WRCIC | 3218 E. Bell Road - PMB#17, Phoenix, AZ 85032 | 602-767-2994 | WRCIConference@gmail.com

Powered by Wild Apricot Membership Software