Delaware Captive Insurance Association, Inc.
2019 Spring Forum
May 7-8, 2019
Chase Center on the Riverfront
Wilmington, DE
| Tuesday, May 7, 2019 |
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3:00 p.m. to 3:45 p.m.
Presentation
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Cannabusiness and Captives Part 1
This two part session will feature a panel of experts discussing the challenges the cannabis industry is facing and opportunities for the captive industry.
Speakers:
Sean E. Chipman
Managing Member
Payback Capital Partners, LLC
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| 3:45 p.m. to 4:15 p.m. |
Networking Break |
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4:15 p.m. to 5:00 p.m.
Presentation
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Cannabusiness and Captives Part 2
This two part session will feature a panel of experts discussing the challenges the cannabis industry is facing and opportunities for the captive industry.
Speakers:
Sean E. Chipman
Managing Member
Payback Capital Partners, LLC
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| 5:00 p.m. to 6:30 p.m. |
Welcome Reception |
| Wednesday, May 8, 2019 |
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| 7:30 a.m. to 8:30 a.m. |
Networking Breakfast |
| 8:30 a.m. to 8:45 a.m. |
Welcome Remarks |
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8:45 a.m. to 9:30 a.m.
Presentation
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Why Your Actuary REALLY Matters
While captive regulators and auditors place great reliance on the actuary and the US Tax Court has made it clear that actuarially sound rates are imperative, an actuary can serve a much broader role in helping captive owners and managers evaluate risk and make data driven decisions about their captives.
Speakers:
Rob Walling
Principal and Consulting Actuary
Pinnacle Actuarial Resources, Inc.
Brian Johnson
CEO and Consulting Actuary
Risk International Actuarial Consulting
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| 9:30 a.m. to 9:45 a.m. |
Break |
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9:45 a.m. to 10:30 a.m.
Presentation
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State of Self-Procurement Tax
This session will provide an update on Dodd Frank and the status of self-procurement tax in the various states, as well as other state tax developments that may be relative to captives.
Speakers:
Dan Kusaila, CPA
Partner
Crowe Horwath, LLP
Leah McQueeney
Tax Manager
Crowe Horwath, LLP |
| 10:30 a.m. to 11:00 a.m. |
Networking Break |
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11:00 a.m. to 12:00 p.m.
Presentation
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Captive Insurance: Political and Regulatory Perspectives
SIIA’s VP of Government Relations discusses the latest from Washington, D.C. on a variety of policy and regulatory issues related to captives, tax reform and the current political landscape.
Speakers:
Ryan Work
Vice President, Federal Govt. Relations
SIIA
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| 12:00 p.m. to 1:00 p.m. |
Hosted Luncheon |
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1:00 p.m. to 2:30 p.m.
Presentation
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Department of Insurance Regulator Session
Speaker:
Steve Kinion
Director, Bureau of Captive and Financial Insurance Products
Delaware Insurance Department
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| Final Attendee List |
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