Tuesday, May 20, 2025 
 

EXHIBIT HALL 7:30 - 5:00 pm Exhibit Booths Open 

    

EXHIBIT HALL 7:30 - 8:15 am Registration and Networking Breakfast 

Sponsored by: Diamond Sponsors 
 

General Session 8:15 - 8:30 am - Welcome & Opening Remarks: Renea Louie, CEO, Sotera Global Management and Western Region Captive Insurance Conference Chairperson

 
8:30 - 9:15 am Keynote Address: Introduction by Kenneth Avery, Utah Risk Management Consulting, President

Jeff Griffin 

    

Sierra Summit Room - 9:20 - 10:10 am Public Entity Captives: Unique Challenges and Opportunities.

Interactive session with senior captive executives to explore the unique challenges posed by operating a captive in the public sector.  Presentation will cover the benefits of a captive for public entities, working with governmental and quasi-governmental bodies and navigating public procurement requirements and tax considerations unique to captives in this sector.  

Speakers: 

Eryn Brasovan, Womble, Bond, Dickinson LLP

Cassandra Hand Gallegos, AIC, CCMS & Associates 

Melissa Hollingsworth, LA Unified School District

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General Session Room Room - 9:20 - 10:10 am Top Gun: Using Your Captive’s Information to Take Control of Risk Management:

Are you flying blind when it comes to your organization’s risk? It's time to take the pilot's seat. This high-energy session will explore how to harness the power of your captive’s data to elevate your risk management strategy. Learn how to analyze and apply captive-generated insights to identify trends, influence decision-making, and drive measurable results. Whether you're navigating turbulent markets or fine-tuning your risk appetite, this session will give you the tools to operate with precision and confidence. Join us and learn how to go from co-pilot to captain in your captive strategy.​

Speakers:

 

Renea Louie, Sotera Global Management

Leon Rives, RH CPAs

Ben Whitehouse, Butler Snow

    

Exhibit Hall 10:15 - 10:45 am Networking Break 

    

Sierra Summit Room - 10:45 - 11:30 am Parametric Insurance: A More Common Occurrence:  

Parametric insurance is no longer niche or exotic.  It is increasingly utilized as a vital financial risk management tool embedded within the captive due to climate-related losses, supply chain disruptions, economic uncertainty, budget constraints, and tightening insurance markets. This session will provide an overview of parametric insurance, how it works, key misunderstandings, primary market drivers, design considerations, and recent trends.  Attendees will gain further insight into practical applications for captives by reviewing concrete examples across perils, regions, and industries. It’s gonna be a slice!

Speakers:

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Gregory Cobb, Sage Advisory

Alex Korb, Alternative Risk Transfer

Steven M. McElhiney, Augment Risk

    

Pioneer Perspectives Room - 10:45 - 11:30 am Captive Investment Programs Matter – Investing For Today's and Tomorrow's Risks:

The new administration introduced goals and regulatory rules that will impact the captive insurance landscape. This session takes a practical look at what has changed, what it means for a captive portfolio, and how to respond. Industry experts will break down emerging risks and opportunities to navigate the evolving environment, protect assets, and optimize performance. Come ready for a candid, practical discussion on staying agile and strategic in a shifting climate.

Speakers:

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Brandon Beall, Clearwater Advisors

Dylan Feringa, PNC

Jack Meskunas, Oppenheimer & Co. 

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Sierra Summit Room - 11:30 - 12:15 pm Captives and Legacy: Securing the Future:

Presentation will demonstrate how captives preserve organizational values while adapting to evolving risk.  It will explore how captives ensure continuity, provide resilience and promote innovation.

Speakers:

 

Carolyn Fahey, AIRROC

Jose Martinez, Augment Risk

James Mills, Enstar

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FEATURED General Session 12:15 - 1:30 pm Lunch - including Fireside Chat 

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Sierra Summit Room - 1:30 - 2:20 pm Mentoring Next Generation Leaders:

Session will focus on strategies for industry veterans to identify, mentor and promote the next generation of talent for perpetuation of the captive industry.

Speakers:

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Sonya Bergquist, Taylor-Walker Consulting, LLC

Jalyn Briggs, Student

Andy Schallhorn, Oklahoma Insurance Department  

Allan Smith, Marsh 

    

Pioneer Perspectives Room - 1:30 - 2:20 pm Captive Tail and Closure Management:

Session will explore the reasons captives opt to cease/move operations or take steps to manage their risk profile through transfer of tail exposures.  The topic will address the strategies from the perspective of regulatory requirements, captive management, captive ownership and specialty third party facilitators.

Speakers:

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John Capasso, Captive Planning

James LeRoy, JKL Enterprises LLC

Michael Lipkin, 2 Wings Risk Services

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General Session Room - 2:30 - 3:20 pm Understanding Property Insurance in Captives:  

Inception to Implementation: Panel will present information on how and when to write property exposures in captives, various structures and pricing.

Speakers:

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Greg Fears, Pinnacle Actuarial Resources, Inc.

Luke Renz, Captives.Insure

Tim Svoboda, Conner Strong & Buckelew

    

BREAK 3:20 - 3:50 pm Break with Exhibitors 

    

General Session 4:00 - 4:50 pm Captive Tax Update:

Update on tax issues impacting captive insurance companies.  The session will review existing and new tax issues impacting captive operations.  Session will include the special considerations involving non-profits.  

Speakers:

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Alan Fine, Armanino LLP

Blake Kerr, Helio Risk

Daniel Kusaila, Crowe LLP

Kristen Lawler, Crowe LLP

Douglas Butler, Womble Bond Dickinson

John Talley, Tal Consulting,

 

Evening Event - Salt Lake Bees Baseball Game! 6:00 PM Pick up at hotel