Keynote Speaker
Jimmy Blackmon:
Jimmy Blackmon is among the most combat experienced leaders of the modern era. He has led high risk missions all over the world including serving as the air mission commander on the operation that netted #2 and #3 in the famous Iraqi deck of cards. Amazingly, Jimmy also served as the aviation commander during the battles in which four Medals of Honor were earned in Afghanistan – in the very valleys where the attacks of 9-11 were planned and rehearsed. Having achieved impressive results, Jimmy understands how to navigate the complexities of the 21st Century. His ability to develop an organizational strategy, build living systems and processes that enable organizations to thrive with speed and agility in the modern era, and build cohesive teams driven by vision and purpose are unparalleled.

Jimmy’s natural storytelling ability bring his experiences alive. From funny, behind the scenes soldier stories to high stakes crisis management in combat, Jimmy shares colorful experiences that are sure to both educate and entertain your audience, but Jimmy is far more than a proven leader and entertaining speaker.

Jimmy holds a Bachelors of Arts in History from North Georgia College, a Master of Science in Education from Old Dominion University and a Masters in National Security Strategy from the National War College in Washington D.C. He is Airborne, Ranger, and Air Assault qualified. Jimmy has earned the Combat Action Badge and is a Master Army Aviator. Some of his awards include the Defense Superior Service Medal, Legion of Merit, four Bronze Star Medals, and four Air Medals. Jimmy is the author of two books, Southern Roots, a memoir of growing up in the South, and PALE HORSE – Hunting Terrorists and Commanding Heroes with the 101st Airborne Division.

Jimmy concluded his military service in the J5 - Plans and Policy Division on the Joint Staff in Washington, D.C. where he led a select team of Department of Defense strategists as they developed plans, policy and strategic posture for our nation’s most complex global problems.

John Alberici:

John Alberici is Chairman of Alberici Corporation, ranked as the 34th largest construction entity in the U.S by Engineering News-Record.  After graduating from the University of Dayton, he joined the Army and served in Korea.  He came home to join the family business, and has been with Alberici Constructors for over 50 years. John is past chair of the Associated General Contractors (AGC) of St. Louis.  He is a long time member and past chair of the Risk Management and the Surety committees of the AGC of America. He is a past chair of the Vermont Captive Insurance Association and is a frequent speaker at insurance and construction venues.  He has been a member of the Board of Trustees of Saint Louis University and over the span of 25 years chaired their Building and Grounds and the Human Resources Committees. He is also a spokesman for sustainable (Green) construction.  His corporate headquarters has received numerous environmental awards including the USGBC’s LEED Platinum designation in 2005.

Gary Bowers, CPA:
Gary Bowers, CPA, is a Tax Partner with Johnson Lambert LLP, an accounting and advisory firm focused on providing audit, tax, and consulting services to insurance entities as well as nonprofits and employee benefit plans.  Gary has served the financial services industry for the majority of his over-thirty-year career and has worked extensively with his clients in helping them to plan their tax strategies. He has extensive experience in dealing with corporate tax planning issues, corporate tax compliance, reorganizations and negotiations with the Internal Revenue Service to resolve issues. Gary also has had experience in dealing with the national office of the Internal Revenue Service related to private letter rulings and change in accounting method requests. 

Gary believes in a proactive approach to taxation matters through a complete understanding of your business and its objective. He regularly speaks on taxation matters and has also authored several articles for the National Underwriter, Captive Review and other industry publications.

After earning his B.B.A. degree at the University of Georgia, Gary attended Georgia State University where he earned the equivalent of a Masters in Taxation.

Bob Davidson:
Managing Director of Captive Consulting and Underwriting for ICG Captive Services, LLC.  Bob has worked in insurance and risk management for the past 36 years after graduating from Vanderbilt University.  Since 2002, he has worked extensively with captives and companies seeking to create their own captive insurance company.  His career has included affiliations with firms including Johnson & Higgins, Marsh and Arthur J. Gallagher.  Today he serves over eighty captive insurance companies providing risk management expertise.  Bob holds the Certified Insurance Counselor, Charter Property Casualty Underwriter, and Certified Risk Manager designations.

Alan Fine, CPA, JD:
Alan is the Partner in Charge of Brown Smith Wallace’s Insurance Advisory Services practice, where he specializes in the taxation of insurance companies and captives. Alan has over 24 years of tax experience, working closely with insurance companies for 22 years.

He specializes in consulting and compliance tax services and navigating the tax issues associated with forming captive insurance companies, as well as representing clients in controversy work with the Internal Revenue Service.


 Solomon Frazier, FSA, ACAS, MAAA:

Solomon Frazier has worked as a Consulting Actuary for Taylor-Walker Consulting and for its predecessor company since January 2010.  Mr. Frazier is a Fellow of the Society of Actuaries (FSA) and an Associate of the Casualty Actuarial Society (ACAS).  As a credentialed actuary in both the Society of Actuaries and the Casualty Actuarial Society, Mr. Frazier works on a wide array of projects in the life, accident and health, and property and casualty insurance arenas.

Mr. Frazier is experienced in conducting feasibility analyses, loss and loss adjustment expense reserve studies, ratemaking analyses, regulatory examinations, and application reviews for both traditional and captive insurance companies (including risk retention groups).  Mr. Frazier graduated Cum Laude with a Bachelor of Science degree in Mathematics from the University of Utah.  He resides in Salt Lake City with his wife and two daughters and enjoys going to the gym and playing with his daughters in his spare time.


 Scott S. Garduno, FSA, MAAA:

Scott Garduno is the Managing Member of Taylor-Walker Consulting, LLC.  Mr. Garduno was first employed by Taylor-Walker in November 2006, working his way from Actuarial Analyst to Senior Consulting Actuary. Previously, Scott worked as an Actuarial Analyst for Milliman, Inc. for three years.

Mr. Garduno provides a variety of accident and health, life, and property and casualty actuarial consulting services to regulatory and industry clients, including numerous captive insurance companies and risk retention groups. He is experienced in conducting reserve studies, and in performing independent examinations of booked actuarial reserves. His expertise is in conducting reserving analyses for health maintenance organizations, Blue Cross Blue Shield companies, and self-insured plans.


Dustin Gary:
Dustin Gary is a credentialed property and casualty actuary with over 20 years of experience.  He is President and founding member of Centric Actuarial Solutions, an actuarial consulting firm based in Overland Park, Kansas.  Mr. Gary specializes in providing actuarial services to organizations that retain risk through self-insurance, large deductibles, or captive insurance companies, including many captives in Missouri and Utah.  His specialty is workers’ compensation insurance and he has worked with clients across various industries and jurisdictions.  Mr. Gary’s ability to translate more complex actuarial concepts to a language risk and finance professionals can understand has resulted in several speaking engagements within the risk management community, including the California Workers’ Compensation and Risk Conference, Kansas Self Insurance Association, Foodservice Industry Risk Management Association, and the National Restaurant Association.  He is also  a former speaker at the Western Region Captive Insurance Conference.   


 Vince Gosz:

Mr. Gosz joined the Arizona Department of Insurance as the Chief Captive Analyst in March 2013.  Prior to joining the Department, he held key financial roles in the insurance industry, including several years with a multi-line property and casualty insurer and a medical professional liability insurer, was an auditor with Deloitte & Touche and served four honorable years in the United States Air Force. 

Vincent holds a Bachelor’s degree in accounting from Cal State - San Bernardino and a MBA from Keller Graduate School.  Vincent has been a Certified Public Accountant since 1995.


Benjamin L. Gould, Esq:
Benjamin L. Gould, Esq. is a director with the Burlington, Vermont-based law firm of Paul Frank + Collins P.C. Ben represents Vermont and Missouri captive insurance companies and risk retention groups, specializing in corporate transactions and matters of ongoing regulatory compliance. Ben also provides advice on coverage determinations to risk retention groups and other non-traditional liability insurers. Ben’s captive insurance clients range from large companies owned by publicly-traded corporations with international operations, including numerous Fortune 500 companies, to small companies owned by privately-held, family-run businesses. Ben’s clients reflect a wide range of market sectors, including health care, construction, retail, manufacturing, finance, education, and quasi-governmental. Ben received his J.D. from Harvard Law School (cum laude) in 2008, where he served as a senior editor for the Harvard Journal of Law & Public Policy, and his B.A. from Brown University (magna cum laude) in 2002.

Martha Hayes, CPA, Audit Partner:
Martha joined the firm in 1995 and has specialized in coordinating, completing and reviewing audit fieldwork specifically for insurance entities for 18 years. Her experience also extends to preparing and filing quarterly and annual statements, and preparing and reviewing tax returns and provisions. This experience results in an in-depth knowledge and understanding of the accounting and reporting issues faced by her clients allowing her to regularly field questions related to the recording of complicated transactions and providing the necessary guidance to ensure proper accounting treatment.

As Quality Control Partner for Larson & Company, she leads the firm in her technical expertise. Her accounting acumen is demonstrated by the fact that she received the second highest score on the CPA exam in the State of Utah when she sat for the exam. She is well versed in all the relevant accounting and auditing standards and regulation as specified by the AICPA, NAIC, FASB, and GASB.

Arthur Koritzinsky:
Arthur Koritzinsky is a Managing Director in Marsh’s Captive Solutions Group. Located in Norwalk, CT, Mr. Koritzinsky is the leader of the Americas Captive Advisory practice. He assists clients with the organization of single parent and association captives, as well as risk retention groups and is a frequent speaker at industry seminars. His team is also responsible for maintaining best practices and standards, training of Marsh colleagues involved with captive projects and strategic planning for existing captives. In 2012, Mr. Koritzinsky placed 8th on Captive Review’s Power 50 list, which ranks the most influential people in the captive industry and was recently named to the publication’s Hall of Fame.

Renea Louie:
Renea serves as Vice President for Pro Group Captive Management Services. She has 29 years’ experience in senior management, IT, marketing and administration. Mrs. Louie has many years of experience in feasibility, formation, licensing, and ongoing captive management for all forms and types of captives. Over the years she has moderated or been a panelist at many forums in the country on various captive topics important to the industry. Renea is a member of and/or serves on several industry boards and committees including the ICCIE, RIMS, Nevada Captive Insurance Association, Utah Captive Insurance Association, Vermont Captive Insurance Association, Tennessee Captive Insurance Association, Western Regional Association, CICA and others. She is responsible for the day to day operations of Pro Group Management Inc., PGM Safety Services LLC and Pro Group Captive Management Services Inc. Mrs. Louie is based at the Corporate Headquarters in Carson City, Nevada. 


 Steve Matthews:

2005 to Present:  Chief Financial Examiner and Captive Insurance Coordinator with the Office of the Commissioner of Securities and Insurance, Montana State Auditor.  As Chief Financial Examiner, Steve is responsible for the financial regulation of both captive and traditional insurance companies.  Montana is currently home to more than 150 captive insurance companies, including 17 risk retention groups.

1996 – 2005:  Financial analyst and Director of Regulatory Compliance for the Alternative Risk Transfer Division of the South Carolina Department of Insurance. In total, Steve has been involved in the state regulation of insurance companies for more than 14 years.   Steve also serves on the RRG Task Force of the National Association of Insurance Commissioners (NAIC).  


Mark E. Morris, CPA, CPCU, ARM:
Mark works with clients to structure insurance programs on the most efficient economic basis by reviewing the tax, cash flow, collateral, and accounting considerations.  Prior to joining Lockton Mark worked in public accounting and taxation. His responsibilities include reviewing available risk transfer and risk financing mechanisms to meet the clients’ economic, financial, and operational objectives. Mark also leads Lockton’s Accounting and Tax Practice Group and works in the captive practice group to assist clients in understanding the tax and accounting impact of various alternative risk program structures. Mark has been at Lockton since 2001.

 Nicola Neilon, CPA:

Nicola (Niki) Neilon is a shareholder in the public accounting firm of Casey Neilon, Inc.  Niki has worked with insurance entities since starting her public accounting career in 1997, and began working with her first captive clients in 2003.  Currently, Niki works with over twenty five captives, including risk retention groups, five self insured associations and two state insurance funds.  Casey Neilon, Inc. is authorized to provide auditing services to captives in multiple onshore and offshore domiciles.  Niki serves on the Nevada State Board of Accountancy and is a Regional Director for the National Association of State Boards of Accountancy.


Jesse Olsen:
Jesse joined SRS in September 2017 with 12 years of experience in captive consulting and implementation, risk financing, and actuarial analysis.  Jesse was most recently the Practice Leader of Lockton Texas’s Specialty Risk Services, overseeing multiple teams delivering captive consulting, credit & collateral negotiation, actuarial & data analytics, and risk control & claims services. Prior to that he was part of the Risk Finance Practice Group in Lockton’s central services. Jesse began his career in investment banking on Wall Street, working in the Fixed Income Division of Lehman Brothers.

Jesse has experience with captive programs for primarily single parent firms and cell captives, as well as risk retention groups and group captives.  His captive domicile experience includes Bermuda, Cayman, Missouri, Texas, and Vermont, but also consists of multiple engagements involving approximately ten other domiciles.


 Amy Overton:
Amy works with clients and account teams on the structuring and managing of risk finance programs. This includes captives, large-deductible programs with significant collateral and alternative risk programs. When evaluating captive options, Amy provides technical expertise both in the initial implementation phase and ongoing utilization, including pro-forma financial statement and after-tax cash flow modeling. For large, loss-sensitive accounts she works with carrier actuarial and credit teams to ensure programs are collateralized efficiently, with respect to the total amount and collateral instrument. She joined Lockton in 2011.

 Lisa M. Poulin, ACI:
Lisa has over 25 years of experience as an actuarial analyst with Milliman.  Her experience covers a wide variety of property and casualty work, including loss reserving, ratemaking, and financial modeling.  Lisa specializes in alternative market issues.  She assists numerous clients with the formation and ongoing actuarial needs of captive insurers and risk retention groups.  She also assists various captive insurance departments with the review of captive applications and financial examinations of risk retention groups.  Lisa is an Associate of Captive Insurance. She is a former Director of the Arizona Captive Insurance Association Board of Directors.  She is the past Chair of the Vermont Captive Insurance Association Membership Committee and past Chair of the Vermont Captive Insurance Association Communications Committee.


 John M. Tally, J.D:

John M. Talley, J.D., is the captive program manager for the Missouri Department of Insurance, Financial Institutions & Professional Registration.  John is responsible for overseeing Missouri’s captive domicile and assisting those who desire to form captives in Missouri to meet all the requirements of captive laws and regulations.  Prior to coming to Missouri, John was the Chief of the Office of Captive Insurance for the New Jersey Department of Banking and Insurance.  Prior to New Jersey, he worked for the insurance departments of New Hampshire and Alaska.

John received his B.S. and J.D. degrees from the University of Kansas and is admitted to practice law in Kansas, Alaska and New Hampshire.  After several years in corporate and private practice, John accumulated over 25 years of experience in the insurance regulatory matters, with extensive knowledge in property and casualty, life and health and surplus lines insurance.

Robert Walling:
Robert Walling is a Principal and Consulting Actuary with Pinnacle Actuarial Resources, Inc. and has been in the insurance industry since 1989, consulting since 1997. He is focused on actuarial studies for captives and self-insureds, enterprise risk management (ERM), commercial lines ratemaking and loss reserving, legislative costing, regulatory consulting and litigation support. He currently serves as a member of the CAS Board of Directors and has been named one of Captive Review’s Captive Power 50. He has served on numerous CAS and AAA committees, task forces and working groups, several as the chair. He is also a member of the faculty of the International Center for Captive Insurance Education (ICCIE). Mr. Walling is a frequent speaker at industry meetings on captives and alternative markets, ERM, insurance regulatory issues, medical professional liability and government insurance program topics, predictive analytics and professionalism.


 Travis Wegkamp:

Travis K. Wegkamp was named Utah Director of Captive Insurance on August 15, 2016 by Insurance Commissioner Todd E. Kiser. Prior to his appointment as Director, Travis served as Assistant Director of Captive Insurance and as Financial Examiner. Before that, he joined the Utah Captive Insurance Division in May of 2011. Travis was an Audit Assurance Associate for McGladrey and Pullen in Las Vegas before his move and transition to captive insurance in Utah. Travis is a native of Utah, growing up in beautiful southwestern Utah in the city of St. George. He graduated with an Associates of Business degree from Dixie State College, before moving on to Southern Utah University (SUU) in Cedar City, Utah where he obtained a Bachelors degree with an emphasis in accounting and then finally receiving his Masters of Accountancy degree from SUU as well.


Bruce Wright:
P. BRUCE WRIGHT is a partner at Eversheds Sutherland (US) LLP, and is involved in tax and insurance regulatory issues including representation of P&C insurers, formation of captives, RRGs, creation of various alternative risk mechanisms, formation of commercial offshore privately and publicly held entities and the development of structured financial products.  Mr. Wright also holds the CPCU designation and speaks regularly at captive industry conferences.

Distinguished Service Award, CICA (2016)
Top 10 2011-2016 in Captive Review magazine’s “Power 50,” Captive Review Hall of Fame (2016)
Industry Service Award, VCIA (2015)
U.S. Captive Outstanding Contribution Award, Captive Review (2012)
Distinguished Benefactor, Nevada Captive Insurance Association (2011)

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