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2017 Program Details

General Session: Policy and Politics: Impacts on ERC Captives
Presenters: Ryan Work and Chaz Lavelle

Description

    This session will focus on recent legislative and regulatory activities related to 831(b) captives. Along with what the recent election results mean for the future of captives, the presentation will also focus on changes made by the PATH Act, current case activity as well as updated regulatory actions, including Notice 2016-66
Ryan C. Work
Ryan C. Work
 
Ryan currently serves as the vice president of government relations for the Self-Insurance Institute of America, Inc. (SIIA) where he heads up the association's federal advocacy and political activities related to captive insurance and other alternative insurance issues. In this role, Ryan is responsible for developing and managing strategic outreach and policy development before Congress, the Administration and various federal regulatory agencies.

Prior to joining SIIA, Ryan directed government affairs activities for S&P Global (previously McGraw Hill Financial), where he represented brands including Standard & Poor's, Platts and J.D. Power.

Ryan has served in a number of senior staff positions within the U.S. House of Representatives, most recently as Legislative Director for Rep. Cathy McMorris-Rodgers (WA). He previously served as Chief of Staff to Rep. Katherine Harris (FL) and in various staff roles with the Committee on Ways and Means and the Office of the Speaker of the House.

Ryan is a frequent speaker on legislative and regulatory issues, and was included on the inaugural list of 2015 Captive Review ERC Pioneers.
Charles J. (Chaz) Lavelle
Charles J. (Chaz) Lavelle
 
Charles J. (Chaz) Lavelle has been previously listed in the Captive Review Power 50 and ERC Power 20 and is a lawyer in the Louisville, Kentucky Office of Bingham Greenebaum Doll LLP. He regularly counsels clients in the formation, operation and taxation of captive insurance companies, and is a frequent speaker and writer on captive insurance topics. Chaz was outside Tax Counsel for both Humana (brother-sister) and Ocean Drilling (unrelated business) in their captive insurance victories in the U.S. Court of Appeals. Among his civic and charitable activities, he is a past Chair of the Kentucky Chamber of Commerce.

Daily Schedule of Events for May 2017

Monday, May 22nd
  9:00am - 5:00pmExhibitor Set Up
  7:30am - 12:00pm
3:00pm - 5:00pm
Registration/Onsite Office Open
  8:00am - 3:00pmOffsite Activities - Golf, Olympic Park Visit
  5:00pm - 6:00pmAnnual Association Meetings:
AzCIA Annual Membership Meeting
UCIA Annual Membership Meeting
MOCIA Annual Membership Meeting
  6:00pm - 7:30pmWelcome Reception with Exhibitors
Tuesday, May 23rd
  8:00am - 5:00pmExhibit Booths Open
  7:30am - 4:00pmRegistration
  8:00am - 8:45amBreakfast Buffet
  9:00am - 10:00amKeynote Session - Guest Speaker: Clark Whitworth, CEO of Larry Miller Group
 
  10:00am - 10:15amBreak
Sponsored by Imperial PFS
  10:15am - 11:30amTrack A - Actuary Methodologies

Track B - Sharing Economy
  11:30am - 1:00pmLunch Buffet - New Science of Decision Making
Sponsored by Larson & Company
  1:00pm - 2:15pmGeneral Session - Policy and Politics: Impacts on ERC Captives
  2:15pm - 2:30pmBreak
Sponsored by Active Captive Management
  2:30pm - 3:45pmTrack A - Captive Best Practices

Track B - How Have I Used My Captive - Featuring Captive Owners
  3:45pm - 4:00pmBreak
  4:00pm - 5:00pmTrack A - Threats and Best Practices

Track B - Discussion of What Insurance Risk is Under Tax Law
  6:00pm - 10:00pmOff-Site - Dinner/Baseball Game
Wednesday, May 24th
  8:00am - 12:00pmExhibit Booths Open
  8:00am - 8:45amBreakfast Buffet with Exhibitors
  8:45am - 10:15amGeneral Session - The Brightest Opportunities Facing our Industry
  10:15am - 10:30amBreak
Sponsored by Larson & Company
  10:30am - 12:00pmRegulator Round-Up
  12:00pm - 2:00pmExhibitor Take Down
 
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