9:00 AM - 5:00 PM

7:30 AM - 12:00 PM

7:00 AM - 1:00 PM

3:00 PM - 5:00 PM

3:00 PM - 4:30 PM

4:30 PM - 5:00 PM

5:00 PM - 5:30 PM

5:30 PM - 7:00 PM

Exhibitor Setup

Registration/Onsite Office Open 

Offsite Activity - Golf Outing

Registration/Onsite Office Open 

Captive 101 Introduction 

Moderator: Rae Brown, GPW and Associates  

Panelists: Andrew Christie – Aon, Eric Anderson – GPW, Michael Low - Attorney

Description: Captive 101-Thinking about forming a Captive? Find out what you need to know. Join 

us for a panel discussion with various leading experts on how to evaluate, license and operate a captive insurance company.  The distinguished panel will include consultants, captive manager, 

actuary and attorney all with a strong background in captive insurance. Open Q&A will allow audience 

members to interact and ask questions about any phase of captive feasibility or formation.

Annual Association Meeting: UCIA

Annual Association Meeting: MOCIA

Evening Welcome Reception with Exhibitors | Sponsored by: ProGroup


7:30 AM - 4:00 PM

7:30 AM - 8:00 AM

8:00 AM - 5:00 PM

8:00 AM - 8:45 AM

9:00 AM - 10:00 AM

10:00 AM - 10:15 AM

10:15 AM - 11:30 AM

11:30 AM - 1:00 PM

1:00 PM - 2:15 PM

2:15 PM - 2:30 PM

2:30 PM - 3:45 PM

4:00 PM - 5:00 PM

5:45 PM - 9:00 PM

Registration Desk Open 

Annual Association Meeting: AZCIA

Exhibit Booths Open

Continental Breakfast with Exhibitors | Sponsored by: Larson

Opening Keynote Address

Speaker: Gavin Christensen, Founder & Managing Partner – Kickstart Seed Fund

Introduced by: Margo Andersen, Larson 

Description: In partnership with the Utah ecosystem, I launched Kickstart Seed Fund in Summer, 2008. 

Kickstart is a seed-stage investment fund that is the most active investor in the thriving Utah and 

Mountain West Tech Ecosystem. To date, KSF has invested in nearly 100 companies. 


Track A: Captive Insurance Tax – The Latest

Panelists: Bruce Wright, Charles Lavelle 

Description: This session will analyze the ever-changing world of captive insurance tax, both for Federal tax and State Tax. The IRS and courts continue to develop the definition of what is insurance for Federal income tax purposes and there are increasing developments in the area of self-procurement tax and state income tax. Audience participation is encouraged.

Track B: Are All Captives Created Equally?

Moderator: Allan Smith, Marsh Captive Solutions

Panelists: Allan Smith, Brandy Alderson, Francios Morissette

Description: This session is designed to outline different captive structures and to express Pros and Cons 

related to each, it will also look at how analytics are impacting program design and ultimately captive 

structure selection.  The session will approach this from a captive manager and regulator perspective.  The 

session will also discuss the renewal of TRIP and what if any changes occurred during the renewal.

Lunch | Sponsored by: Active Captive and Madison Scottsdale 

State of the States – Regulator Roundup

Moderator:  Allan Smith, Marsh Captive Solutions  

Panelists: Vince Gosz – Arizona, Travis Wegkamp - Utah

Description: Always one of the WRCIC’s most popular sessions, the Regulator Roundup is your chance 

to hear regulators from multiple domiciles discuss recent trends and opine on topical issues. Don’t miss 

the grand finale of this year’s conference!

Track A: Investments and Market Update

Moderator: Rae Brown, GPW and Associates

Panelists: Anjanette Fowler, Robert Burghart, Greg Cobb

Description: Description Coming Soon


Track B: Selecting Service Providers

Panelists: Kirk Watkins, Ben Whitehouse

Description: Session panelists will talk about the selection process for the captive manager and other service providers and give participants some strategies for choosing the right team. We will also discuss the process any captive should go through to periodically evaluate service providers. Finally, we will also discuss the ramifications, potential pitfalls, and processes for switching service providers for an already operating captive.


Track A: Hot Topics, Threats & Opportunities in the Captive Market

Moderator: Dan Towle, CICA

Description: Description Coming Soon

Track B: Advantages of Employee Benefit Captives

Panelists: Ashley Nissen, Lindsay Chase

Description: Learn how employee benefit captives have contributed to not only the bottom line of organizations but also the organization's health and wellness. An overview of the operations and benefits of an employee benefit group captive will be explored along with specific member case studies and results.

Networking Happy Hour with Exhibitors

Offsite Activity


7:30 AM - 8:00 AM

8:00 AM - 12:00 PM 

8:00 AM - 8:45 AM

8:45 AM - 10:15 AM

10:15 AM - 10:30 AM

10:30 AM - 12:00 PM

12:00 PM - 2:00 PM

Annual Association Meeting: NCIC

Registration and Exhibit Booths Open 

Continental Breakfast with Exhibitors | Sponsored by: GPW

General Session: Brightest Opportunities in the Captive Industry – Ver. 4 

Moderator: Renea Louie, Pro Group

Panelists: Renea Louie, Niki Neilon and Bob Davidson

Description: This popular session is returning again to provide an update and focus on captive 

opportunities and why there has been no better time to be part of the captive industry than TODAY.  

Renea Louie, Niki Neilon and Bob Davidson will focus on opportunities and best practices that 

owners, managers, actuaries and other service providers can utilize to make programs more 

economically efficient while managing risk. This session promises to inform and inspire!


Closing Keynote

Speaker: Tim Ballard, Operation Underground Railroad

Introduced by: Ken Avery, Montera Captive Insurance Management

Description: Tim Ballard, Former Department of Homeland Security Agent Tim Ballard’s experience on dangerous foreign deployments gave him not only insight into the scale of the sexual tourism industry, but the skills to work effectively against it. His experiences inspired him to start Operation 

Underground Railroad, where he has dedicated himself full time to abolishing child slavery. Over his 

career, he has successfully dismantled dozens of child trafficking organizations and saved hundreds of children.

Conferene Concludes/Exhibitor Take Down 

WRCIC | 7729 E Greenway Rd, Suite 300, Scottsdale, AZ 85260 | 480-289-5769 | info@westerncaptiveconference.org

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