forum agenda
The DCIA’s Fall Forum is the premier industry event for those doing business in the Delaware captive insurance domicile. The event combines timely and domicile-specific educational content with unique networking opportunities.
September 9, 2026
2:00 p.m. – 5:00 p.m.
Delaware Captive Bureau’s Regulators One-on-One Meetings
3:00 p.m. - 6:30 p.m.
Registration Open
5:00 p.m. - 6:30 p.m.
Welcome Reception
September 10, 2026
7:00 a.m. – 3:00 p.m.
Registration Open
7:30 a.m. - 8:15 a.m.
Networking Breakfast
8:15 a.m. – 9:00 a.m.
DCIA Domicile and Regulatory Updates
The captive insurance regulatory landscape continues to evolve, making it essential to stay current on the latest developments across leading domiciles. This session will explore recent legislative and regulatory changes, emerging trends, and key policy updates affecting captive insurers. Industry experts will discuss evolving compliance expectations, governance considerations, licensing developments, and the strategic implications for captive owners and managers. Attendees will leave with actionable insights to help navigate regulatory change and make informed decisions in an increasingly dynamic environment.
Stephen C. Taylor, ACI
Director
Bureau of Captive & Financial Insurance Products
Delaware Department of Insurance
9:00 a.m. – 9:45 a.m.
Delaware Success Stories: Innovation in Employee Benefits, Redomestication, and Digital Services
Explore how Delaware continues to advance as a leading captive insurance domicile through innovative employee benefit solutions, successful redomestications, and enhanced digital services. This session will highlight recent successes and initiatives, including developments in employee benefits, streamlined redomestication processes, and the implementation of technology solutions such as OptIns—the electronic system for premium tax return filing and payment utilized by traditional insurers and state insurance departments nationwide. Attendees will gain insight into how these advancements are improving efficiency, enhancing the regulatory experience, and supporting the continued growth of the insurance industry.
SPEAKERS:
Stephen C. Taylor, ACI
Director
Bureau of Captive & Financial Insurance Products
Delaware Department of Insurance
9:45 a.m. - 10:00 a.m.
Networking Break
10:00 a.m. - 11:00 a.m.
Regulatory Examination Readiness for Captive Insurance Companies
Regulatory examinations are a critical component of captive insurance oversight. This session will examine the examination process from both regulatory and industry perspectives, offering practical guidance on preparation, documentation, governance, financial reporting, and communication with examiners. Attendees will learn best practices to help ensure a smooth examination and address common areas of regulatory focus.
SPEAKERS:
Bethaney E. Ryals, CPA, CFE, ACI
Captive Examiner, Financial Examiner
Bureau of Captive & Financial Insurance Products
Delaware Insurance Department
Liz Forbeck
Compliance Director
Oxford Risk Management Group
Kevin Guy, CPA, ACI
Assurance Senior Manager
Smith+Howard Advisory, LLC
11:00 a.m. –12:00 p.m.
The Impact of AI on Captive Insurers
As artificial intelligence continues to evolve, captive insurers are evaluating how these technologies can improve decision-making, streamline operations, and enhance risk management. This session examines the current and future impact of AI on the captive insurance industry, including practical applications, regulatory considerations, cybersecurity implications, and strategies for responsible adoption.
SPEAKER:
Todd Smith
VP, Partner Growth
Dynaimix AI
12:00 p.m. – 1:00 p.m.
Networking Luncheon
1:00 p.m. - 2:00 p.m.
831(b) Due Diligence: Insights from the Delaware Department of Insurance
This session will explore the Delaware Department of Insurance's approach to due diligence for insurance companies electing taxation under Section 831(b) of the Internal Revenue Code. Attendees will gain insight into regulatory expectations, licensing considerations, governance, business purpose, and ongoing oversight. The discussion will highlight best practices for demonstrating sound insurance operations and maintaining regulatory compliance.
SPEAKERS:
Andrew J. Rennick, CPCU
Partner
Womble Bond Dickinson (US) LLP
Rick Eldridge
Managing Principal
Intuitive Captive Solutions
Stephen C. Taylor, ACI
Director
Bureau of Captive & Financial Insurance Products
Delaware Department of Insurance
2:00 p.m. - 3:00 p.m.
A Conversation with Delaware’s Insurance Commissioner: Perspectives on the Future of Captive Insurance
Join Delaware’s Insurance Commissioner for a fireside chat exploring the evolving insurance landscape and the opportunities and challenges facing the captive insurance industry. This candid discussion will provide insights into regulatory priorities, industry trends, innovation, and Delaware’s continued commitment to supporting a strong and dynamic captive insurance marketplace.
Trinidad Navarro
Insurance Commissioner
Delaware Department of Insurance
