Fourth Annual and Canada's Only Captive Insurance Strategies Summit

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Detailed Conference Agenda

Day One: Tuesday April 1st, 2008

 

7:45 AM

Registration and Continental Breakfast

 

8:45 AM

Opening Remarks by the Chairperson

Bill Morgan, Managing Director, Aon Insurance Managers (BC)

 

9:00 AM

Keynote Speaker

Competing in a soft environment: Captives and the state of the traditional marketplace

Nancy Gray, Executive Director for North America, Aon Insurance Managers (Vermont)

 

9:45 AM

Developing loss prevention strategies through captives

Randy Finley, Director of Risk Management, Christus Health (Houston)

 

10:45 AM

Sponsor Exhibit Area—Networking Break

 

11:00 AM

Case Study: Nexen Inc.

Best practices in corporate governance: New regulatory developments and internal business structures

Mark Roberton, Director of Risk Management, Nexen Inc. (Calgary)
Patrick Doig, Senior Vice President, Marsh Canada Ltd.

 

12:00 PM

Sponsor Exhibition: Networking Luncheon Break

 

1:30 PM

Panel Discussion

New IRS tax regulation and its implications for Canadian captive owners

Stephen B. White, VP, Captive Solutions, Marsh Canada Ltd.
Bill Whitehead, VP Captives Art Div, Lexington Insurance (Boston)
Charles J. Lavelle, Lawyer, Tax and Finance Practice Group, Greenebaum Doll & McDonald PLLC

 

2:15 PM

Case Study: Verizon Communications

Using captives in innovative ways to reduce costs, enhance insurance coverage, and develop a profit

Sheila Small, Director of Risk Management and Assistant to the Treasurer, Verizon Communications Inc. (New York)

 

3:00 PM

Domicile Showcase:

Choosing a domicile: Evaluating onshore and offshore benefits to maximize your profits and match your specific needs

Richard Ince, Consultant, Barbados Investment & Development Corporation (Barbados)
Douglas B. McLean, Executive Director, Insurance, Financial Institutions Commission, Ministry of Finance (BC)

 

3:45 PM

Sponsor Exhibit Area—Networking Break

 

4:15 PM

Reinsuring your captive: How to balance member needs and maintain financial security

Mike Mulville, Senior Vice President, Towers Perrin
Pierre Laurin, P/C Practice Leader, Tillinghast Towers Perrin

 

5:00 PM

CONFERENCE ADJOURNS to Day Two

 
 

Day Two: Wednesday April 2nd, 2008

 

7:45 AM

Registration and Sponsor Exhibits open—Continental Breakfast

 

8:45 AM

Opening Remarks by the Chairperson

 

9:00 AM

What’s new with fronting arrangements and are they still needed?

Arthur G. Koritzinsky, Managing Director in Risk Management, Marsh Inc. (New York)

 

10:00 AM

The strategic uses of captives: Transcending traditional boundaries

Karen MacWilliam, Chief Operating Officer, BCR Captive Insurance Company (BC)

 

11:00 AM

Risk management in a new global economy

Paul Barlow, President, Transportation Property & Casualty Company Inc. (BC)
Michael Baddeley, Principal, Integro Insurance Brokers (BC)

 

12:00 PM

Sponsor Exhibition—Networking Luncheon

 

1:15 PM

BC Captives operating impediments: Overcoming provincial trade barriers and implications for captive growth

David Barker, Director of Risk Management & Insurance, Credit Union Central of British Columbia (BC)

 

2:00 PM

Collateralization of captives in the new and uncertain credit environment

Gary Tobin, Director, Reinsurance Placements & Markets, RBC Insurance

 

3:00 PM

Covering new types of risk: Incorporating product recall into the captive structure

Ian Matheson, Chief Development Officer and Director, Aon Reed Stenhouse

 

4:00 PM

CONFERENCE ADJOURNS

 
     

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