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2017 Program Details

Track A: Captive Best Practices
Presenters: Mike Low, Rae Brown, Pamela Cote


    Captive manager best practices, confidentiality, privacy concerns, federal and state standards, IT & platforms
Mike Low
Mike Low
J. Michael Low's practice principally includes representation of insurers, insurance associations and institutions before the Arizona Legislature, the Arizona Department of Insurance, and other governmental agencies and offices both inside and outside the state of Arizona. His practice also includes a wide range of insurance-related representation, including litigation consulting, reinsurance matters, arbitrations, and insurance corporate and regulatory matters involving the formation, merger and acquisition of insurers, including captive insurers. He has authored reports and testified as an expert witness in over 100 matters in state and federal court involving life, health, property and casualty insurance coverage, claims handling and bad faith issues.

Mr. Low enjoyed a lengthy tenure in public service. Most notably, he served in the capacity of Director of the Arizona Department of Insurance (1980-1984), as Director of the Arizona Department of Administration, as Chairman of the Governor's Cabinet and Chairman of the Governor's Regulatory Review Council (1984-1985). Mr. Low was a partner with the Phoenix law firm of Jones, Skelton & Hochuli (1985-1990). Thereafter, he was a founding shareholder in the Firm of Low & Childers (1990 2009).
Rae Brown
Rae Brown
Ms. Brown is the Account Executive in the Phoenix office of Marsh Management Services Inc. In her role she is the Arizona-based contact responsible for growth and development of the Arizona and Nevada captive domiciles. She is also responsible for assuring high quality, responsive service regarding captive management activities. Additional duties include assisting clients in design, organization and implementation of single parent and group captive insurance programs. Rae joined Captive Solutions Group as an account manager in 2008. Previously, she was with TMP International, Inc. as VP of Finance. Prior to that, she held corporate controller positions in companies in the construction and service industries. She was former owner/president of a public accounting firm catering to small and middle market closely held companies prior to rejoining private industry.
Pamela Cote
Pamela Cote
Pamela Cote is an audit partner with Saslow Lufkin & Buggy, LLP, one of the nation's leading providers of auditing, tax and consulting services to the insurance industry. With over 20 years of public accounting experience exclusively in the insurance industry, Pamela is responsible for several captive insurance, traditional insurance and other alternative risk transfer vehicle insurance clientele.

She has extensive experience with auditing insurance entities of all types including traditional insurers, risk retention groups, reciprocal insurers, single parent captives and cell captive vehicles. Pamela has extensive experience in financial reporting matters related to both GAAP and Statutory basis of accounting.

Pamela is also active on numerous associations affiliated with alternative risk transfer and is a past member of the Board of Directors of the Arizona Captive Insurance Association. Pamela is a frequent speaker on a national basis at various insurance industry conferences.

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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