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2017 Program Details

Track B: How Have I Used My Captive - Featuring Captive Owners
Presenter: David Snowball

Description

    David Snowball
    David Snowball
     
    David Snowball graduated from Brigham Young University in Accounting. His experience has included being a Controller and CFO for a regional Electrical Contractor who grew from $5,000,000 to $50,000,000 in sales with a 25% growth rate year over year. He also owned his own income tax business with seven offices and over 50 employees. During the last six years he has been an insurance regulator with the State of Utah, the last couple serving as the Director of the Captive Insurance Division. He managed a staff of 8 and managed the analysis and regulation of 500 captive insurance companies and managed the approval of more new captive insurance companies than any domicile in the world while maintaining strict compliance with State Code requirements. He also modified the Code to provide more opportunities for business in Utah for Captive Insurance companies.
    David Broadbent
    David Broadbent
     
    Dave is Chief Operating Officer of Ivory Homes, Utah's #1 Homebuilder. He is also President of Ivory's captive, which was formed 2006. Ivory's captive currently offers three insurance lines: general liability, builders risk, and home warranty. Dave is a graduate of the University of Utah with a Bachelor of Arts degree in Finance with a minor in Spanish. His community involvement includes: Utah Captive Insurance Association board member, Better Business Bureau of Utah board chair, and Utah Elected Official and Judicial Compensation Commission member.
    Everett Smith
    Everett Smith
     
    Everett Smith is an attorney and certified public accountant. Mr. Smith received a juris doctorate from the University of Idaho, College of Law and a LLM from Georgetown University Law Center. He also has a bachelor's degree in accounting from the University of Southern Mississippi and a MACC from Brigham Young University. Since 1996 he has been working for a company called ICON Health & Fitness, Inc. one of the world's leading manufacturers and marketers of fitness equipment which is located in Logan, Utah and is currently their General Counsel. Prior to this, Mr. Smith worked as an attorney for the Securities and Exchange Commission in Washington D.C. Earlier in his career, he worked as an accountant for Arthur Andersen & CO in Houston, Texas
    Richard Ence

     
    Richard Ence is Chief Financial Officer for Thatcher Company, Inc., in Salt Lake City, Utah. Thatcher is engaged in manufacturing and distributing bulk and packaged chemical products from nine locations across the country, employing 400 people. He graduated from the University of Utah with a bachelorís degree in Accounting. As a practicing CPA, he worked for 12 years in public accounting as an auditor for KPMG, specializing in insurance companies and financial institutions. Since that time, he has contributed to the financial management of a variety of successful enterprises in hospitality, airline travel, petroleum distribution and high tech. His leisure time pursuits include spending time with family and following the Utes.

    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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