THANK YOU TO OUR 2026
SPEAKERS
Sonya Bergquist
Senior Actuarial Analyst, Taylor-Walker Consulting, LLC
Sonya Bergquist is a Senior Actuarial Analyst at Taylor-Walker Consulting, LLC, an actuarial consulting firm located in Salt Lake City, Utah. She is passionate about hiking, climbing, and property & casualty actuarial work. Her areas of concentration include reserving and pricing analyses related to workers compensation, professional liability, and general liability. She also provides actuarial services for other property & casualty exposures. She has five years’ experience working with captive insurance companies encompassing both captive feasibility studies and on-going reserving and pricing analyses.
Eryn Brasovan, Partner, Womble Bond Dickinson
Eryn Brasovan takes a strategic approach to legal representation, carefully considering her client’s business goals in the context of applicable regulatory frameworks and industry trends. She has extensive experience encompassing a variety of transactional and regulatory matters related to the financial services and insurance industries, including consumer and commercial lending, mergers and acquisitions, regulatory compliance and risk management, and litigation and dispute resolution.
Gregory H. Cobb
Director of Insurance Solutions, Sage Advisory Services
Greg Cobb is a member of the Sage investment team and serves as Director of Insurance Solutions. He has over 35 years of experience in crafting investment solutions for both traditional insurance companies and risk-bearing entities within the world of alternative risk transfer. In 2021, he was awarded Asset Manager of the Year by Captive International for his work in the captive insurance space.
Alan Fine, Partner, Armanino
Alan has more than 25 years of tax experience and has worked closely with insurance companies for 22 years. He specializes in the taxation of insurance companies and is responsible for serving insurers writing fidelity, personal and commercial lines; medical and life insurance; and other professional malpractice coverage.
His areas of specialty include consulting and compliance tax services, captive insurance services and structuring and review of complex GAAP and statutory accounting tax provisions. Alan has authored a number of pieces on issues involving insurance tax and captive insurance companies. He regularly consults with insurance companies in tax planning and minimization, and he represents clients on tax issues before the Internal Revenue Service and state and local authorities.
Victoria Fimea, Chief Captive Analyst in the Financial Affairs Division
Ms. Fimea is an attorney with over 30 years of insurance and public affairs advocacy experience, including over 20 years in C-suite and senior level positions. Her extensive captive insurance experience encompasses roles such as Senior Vice President with an alternative risk provider where she managed the regulatory, claims, underwriting and captive formation departments, and as a Senior Vice President and General Counsel in the life insurance industry forming captive insurers for reserve financing transactions.
Jodi Harrison
Ms. Harrison is lead captive examiner-analyst at the Missouri Department of Commerce and Insurance.
Melissa Hollingsworth, Deputy Chief Officer of Risk Management, Los Angeles Unified School District
As the Deputy Chief Officer of Risk Management at the Los Angeles Unified School District, the second-largest school district in the country, I lead a dedicated team of 80 professionals. With a deep expertise in captives and insurance companies, I drive strategic initiatives, operational excellence, and innovative risk solutions that enhance risk management and claims outcomes. Named "Woman to Watch 2023" by Business Insurance and actively serves on the Board of Directors for the Captive Insurance Companies Association (CICA) as well as Amplify Women Conference committee, demonstrating industry leadership and commitment to advancing diversity in insurance. Recognized public speaker and thought leader, sharing insights on risk management and insurance strategies at various platforms.
Steve Kinion, Captive Director, Oklahoma Insurance Department Captive Insurance Division
Previously, Steve served as director at the Bureau of Captive and Financial Insurance Products with the Delaware Insurance Department. Prior to his Delaware appointment in July 2009, he was the senior adviser for regulatory policy for the then Insurance Commissioner, Karen Weldin Stewart. When he became the captive director, the bureau had only 38 captive insurance companies. Today, Delaware ranks as the world's fifth largest captive domicile and the third largest US domicile. Mr. Kinion is very involved in regulatory matters concerning captive insurance companies. This involvement includes active participation in matters before the National Association of Insurance Commissioners.
Sam Komo, Captive Insurance Manager, Missouri Department of Commerce & Insurance
As the Captive Insurance Manager at the Missouri Department of Commerce and Insurance (DCI), Sam Komo leads a team of dedicated professionals who monitor and regulate 55 licensed captive companies with $8.6 billion in gross written premiums and $16.2 billion in assets. With over 20 years of experience in various government and private sector roles, Komo has developed a strong expertise in risk management, leadership, team development, process alignment, and regulatory oversight.
Kristen Lawler, Tax Partner, Crowe LLP
Kristen has over thirteen (13) years of experience within the financial
services industry with a specialization in insurance tax. She has served
many clients, including life insurance property & casualty insurance, health
insurance, reinsurance and captive insurance companies. She has worked
on a range of projects including ASC 740 tax provision attest services,
financial service company federal tax return preparation services and formation, qualification and tax advisory services for captive insurance companies. Kristen helps to lead Crowe’s Captive insurance tax practice, identifying captive tax and regulatory solutions and strategies for clients across various industries.
Renea Louie, ARM, ACI, Fellow (WRCIC Chair)
Chief Executive Officer, Sotera Global Management
Renea Louie has served as a captive manager for 20 years with the same firm as COO. In late 2024 she was named CEO of her firm and rebranded to Sotera Global Management. Mrs. Louie has 38 years’ experience in senior management, operations, IT, marketing, administration, and extensive experience in captive feasibility, formation, licensing, and ongoing management for all forms and types of captives. Her unique and wide range of skill sets, and experience Nationally and Globally has enabled her to become an engaged leader in the industry. She is a frequent speaker, MC and commentator at industry conferences, meetings and in articles. Louie serves as the current Western Region Captive Association Chairwoman, Nevada Captive Insurance Council as a Director and Officer, Captive Insurance Companies Association two terms and past Chair and Director since 2018, Oklahoma Captive Insurance Association director and serves on many other state and federal committees and Boards. She has consistently been voted one of the top 50 most powerful and influential in the industry and works diligently for stable and forward thinking legislation in all domiciles.
Joe Marcantel, Director, Talisman Insurance
Joe Marcantel is a Director at Talisman Insurance Company, Inc. Talisman is a protected cell captive insurance company domiciled in Oklahoma who serves the specialty insurance sector by offering protected cells to underwriters who have seasoned books of business and need a regulated vehicle to transfer risk and direct access to capacity through reinsurance and alternative risk finance markets. All coverage provided by Talisman is commercial and is only available to those businesses who participate in an underwriting cell.
Heather McClure, General Counsel and Chief Risk Officer, Helio Risk
Prior to joining Helio, Heather was Chief Risk Advisor for the national healthcare practice at Aon, a global risk and insurance services company. Prior to that role Heather was Chief Risk Officer at the University of Oklahoma’s health system, directing risk, claims, captive operations, and insurance structure, including property, cyber, directors and officers, employer liability, workers compensation, provider professional liability, hospital liability, aviation, auto, and all other commercial and captive lines. Heather also served as Chief Legal Officer of the system’s captive insurance company, saving the system millions over its years of highly successful operations.
Jack Meskunas, Executive Director - Investments, Oppenheimer & Co.
In his role as Executive Director – Investments at Oppenheimer, Jack Meskunas brings over 35 years of comprehensive experience in advising qualified institutional clients on a diverse range of investment strategies. His expertise extends across offshore banking, brokerage firms, insurance, captive insurance and reinsurance companies. Jack's recommendations cover hedge funds, fixed income instruments, managed equities, and structured products. Moreover, he provides executive services tailored to the needs of senior managers and high-net-worth individuals, ensuring personalized attention to their financial objectives.
Jon Pike, UTAH Insurance Commissioner
Jon Pike has served as Utah Insurance Commissioner since January 5, 2021. Pike worked in several positions with Intermountain Healthcare from 1990 through 2020, including 26 years as the southwest Utah operations director for SelectHealth, the health insurance division of Intermountain Healthcare.
In 2007, Pike was elected to the St. George City Council and in 2013 he was elected mayor of St. George, where he served until January 2021. Pike currently serves on the boards of Encircle St. George, the Southwest Utah Symphony and Orchestra, the Southern Utah Bicycle Alliance, and as a member of the National Association of Insurance Commissioners.
Luke Renz, Captive Consultant, Captives.Insure
Luke is a Consultant for Captives Insure (“C.I.”), an award-winning global captive insurance consulting and underwriting firm headquartered in Tennessee. C.I. works with sophisticated captive managers, brokers, and business owners to provide turn-key captive insurance solutions designed to maximize control and premium retention for high-performing businesses around the world.
Luke holds his Associate in Captive Insurance (ACI) from ICCIE and helps insurance brokers provide their insureds wholly-owned captive insurance solutions for Property, Excess and Umbrella Liability, Workers' Compensation, General Liability, and Auto.
Mike Reynolds, Captives Analyst, Nevada Division of Insurance
Michael serves as a Management Analyst for the Nevada Division of Insurance’s
Captive Insurance Program. In this role, he conducts financial and regulatory reviews and actively contributes to the development of policies and regulations to support the state's captive insurance industry.
Michael studied accounting at Western Nevada College in Carson City, Nevada. He
began his career with the State of Nevada in 2009 and has held a variety of
administrative and regulatory positions across several state agencies, including the
Nevada Department of Employment and the Nevada System of Higher Education. He joined the Nevada Division of Insurance in 2023.
Leon L. Rives II, Chief Visionary Officer, RH CPAs
Leon L. Rives II is the Chief Visionary Officer in RH CPAs. Leon co-founded the firm and is an investor in several different businesses. Leon has authored more than 15 courses on insurance, insurance accounting, and governmental accounting. Leon is a regular speaker at board meetings and brings his 20 years of experience combined with the ability to communicate complex matters in an easy to understand practical approach. Leon has also assisted in drafting legislation pertaining to insurance in multiple jurisdictions. Leon also provides consulting services to a multitude of Risk Bearing entities across the United States and abroad, ranging from Workers Compensation, Property & Casualty, Life and Health, and Captives of all types. He spends most of his time on complex tax and accounting consulting.
Tim Svoboda, Vice President - Alternative Risk, Conner Strong & Buckelew
Tim Svoboda is an insurance professional with an emphasis on the captive and alternative insurance industry. Background in alternative risk financing, quantitative analytics, and consulting on efficient program design.
Travis K. Wegkamp, Captive Insurance Director, Utah Insurance Department
Travis Wegkamp, an Utah native, joined the Utah Insurance Department’s Captive Division in April 2011. Prior to joining the Department, he was an Audit Assurance Associate for McGladrey & Pullen in Las Vegas, Nevada. Travis holds an Associate of Business degree from Dixie State College, and both a Bachelor’s degree with an emphasis in Accounting and a Masters of Accountancy degree from Southern Utah University. Travis was appointed Utah’s Director of Captive Insurance in August 2016.
Mark Wiedeman, ACI, CFE, PIR, Director, Tennessee Department of Commerce & Insurance
Mark Wiedeman is Director of the Tennessee Department of Commerce & Insurance. A Utah native, Mark is a graduate of Brigham Young University with a bachelor of arts in history and a master’s in public administration. He began his regulatory career working as a valuation analyst for the Utah State Tax Commission. He joined the Utah Insurance Department in 2012 as an auditor before being promoted to senior examiner and eventually rising through the ranks to become assistant division director. In 2022, he left the Utah Insurance Department to start a business in contract insurance examinations and captive insurance consulting.
Jeff Wilson, Captive Insurance Director, Iowa Department of Insurance & Financial Services
Jeff Wilson is the Captive Insurance Director with the Iowa Department of Insurance and Financial Services. Prior to joining the department in 2024, he spent more than 25 years working for a regional property and casualty insurer based in Iowa. He holds a bachelor's degree in finance from the University of Northern Iowa and a master's degree in risk management and insurance from Florida State University. He has earned the Associate in Captive Insurance (AIC), Chartered Property Casualty Underwriter (CPCU), and Associate in Reinsurance (ARe) designations.