| Track Descriptions: |
| Basics track: |
Learn from experienced professionals and practitioners about best practices for creating captive insurance programs, as well as the latest trends influencing decisions and tactics. |
| Advanced track: |
Explore new strategies and challenges influencing the use and expansion of captive programs and other risk financing alternatives with guidance from leading experts and peers at the forefront of captive insurance. |
| Benefits track: |
Gain new insights into using captives to finance benefit programs, hearing from employers and top advisers on the advantages and opportunities of tapping a captive’s potential for benefits.
|
| Preliminary Schedule |
| Sunday, November 16 |
| 6:00 – 7:30 p.m. |
Pre-Conference Reception
|
| Monday, November 17 |
| 8:00 a.m. – 7:30 p.m. |
Registration |
| 8:00 a.m. – 2:00 p.m. |
Golf Tournament @ Indian Wells Golf Resort, Players Course |
| 11:00 a.m. – 6:00 p.m. |
Exhibit Hall Set Up |
| 9:00 a.m. – 1:30 p.m. |
Palm Springs Aerial Tramway and Celebrity Home Tour
(Optional, Additional Fee Required) |
| 4:00 p.m. – 6:00 p.m. |
NEW Pre-Conference Workshop – Beginner’s Captive Basics |
| 6:30 – 8:00 p.m. |
Opening Reception with Exhibitors |
| Tuesday, November 18 |
| 7:30 a.m. – 7:30 p.m. |
Registration |
| 7:30 a.m. – 9:00 a.m. |
Breakfast with Exhibitors |
| 9:00 a.m. – 10:00 a.m. |
Keynote Speaker – TBA
|
| 10:00 a.m. – 10:30 a.m. |
Refreshment Break with Exhibitors |
| 10:30 a.m. – 12:00 Noon |
Breakout Sessions |
| |
- Advanced Captive Basics
- Capital as a Captive Management Tool
- Global Benefits and Retirement Financing through Red Re featuring Stacey Apter, Sue Fleming, and Laurie Solomon of the Coca-Cola Company
|
| 12:00 Noon – 1:30 p.m. |
Lunch and Dessert with Exhibitors
|
| 1:30 p.m. – 3:00 p.m.. |
Breakout Sessions |
| |
- Is Your Captive a Star? Benchmarking Your Captive’s Performance
- The Perfect Storm - Solvency II and other Regulatory Issues
- Advanced Captives and Benefits – Building the Business Case
|
| 3:00 p.m. – 3:30 p.m. |
Refreshment Break with Exhibitors |
| 3:30 p.m. – 4:30 p.m. |
Breakout Sessions
|
| |
- Tax Update
- Medical Professional Liability
- Operating the Benefits Captive: What All Risk Managers Should Know
|
| 5:30 p.m. – 7:00 p.m. |
Reception with Exhibitors |
| Wednesday, November 19 |
| 7:30 a.m. – 5:00 p.m. |
Registration |
| 7:30 a.m. – 9:00 a.m. |
Breakfast with Exhibitors |
| 9:00 a.m. – 10:00 a.m. |
Keynote Presentation: Captives and the Subprime Crisis, William Dalziel, London & Capital Investment Advisors, Inc. |
| 10:00 a.m. – 10:15 a.m. |
Refreshment Break with Exhibitors |
| 10:15 a.m. – 11:15 a.m. |
Hot Topix |
| 11:15 a.m. – 11:30 a.m. |
Refreshment Break with Exhibitors |
| 11:30 a.m. – 12:30 p.m. . |
Breakout Sessions |
| |
- Transforming a Stand Alone into a Cell (& Back Again)
- Group Captives
- Communicating with Top Management: How to Sell Me on Your Business Plan
|
| 12:30 p.m. – 1:30 p.m. |
Buffet Lunch with Exhibitors
|
| 1:30 p.m. – 3:00 p.m. |
- Captive Case Studies
- Benefits Captive Case Studies
|
| 3:00 p.m. – 3:15 p.m. |
Refreshment Break
|
| 3:15 p.m. – 4:45 p.m. |
Breakout Sessions |
| |
- “The Color of Money” - Investment Strategy for Captives
- Reinsurance & Fronting
|
| 5:00 p.m. - 5:45 p.m. |
Closing Session |
| 6:00 p.m. – 7:30 p.m. |
Final Closing Reception |
Sessions subject to change |
