Hotel Info Speaker Information Speakers Registration



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 Printable Version

Schedule of Events

Keynote Speaker

Please join us for lunch, followed by a presentation by Brian Longwell
underwritten by Milliman, Inc.

Brian is owner of Special Projects Group, Inc., an engineering design consulting firm. Prior to starting his own company, Brian spent 11 years at AT&T Bell Labs. Brian holds a Master of Science in Engineering and bills himself as a non-motivational, non-inspirational speaker who thought about writing a book on the subject of not writing a book but hasn’t got round to it. Don’t miss this very funny presentation on “Why Work?”

 

Tuesday, May 24, 2011
3:00 pm to 6:00 pm Registration Open – Fairway Ballroom Foyer

Wednesday, May 25, 2011
7:30 am to 5:00 pm Registration Open – Fairway Ballroom Foyer
7:00 am – 12:00 pm Golf Tournament at The Golf Club– breakfast included
7:00 am – 12:00 pm Spa Treatments
1:00 pm – 2:00 pm Taking the Internal Revenue Code 831(b) Election and The Relationship
to Series LLC – Ballantyne, Fairway Ballroom
2:00 pm – 2:15 pm Break – sponsored by Johnson Lambert & Co
2:15 pm – 5:00 pm Captive Insurance Taxation – Is the Strike Zone Narrowing? – Ballantyne,
Fairway Ballroom
6:00 pm - 8:00 pm Evening Reception – Terrace, Ballantyne Resort & Lodge* – sponsored by
National Interstate
 

Thursday, May 26, 2011
7:00 am – 7:55 am Breakfast – Ballantyne, Terrace* – sponsored by Johnson Lambert & Co.
8:00 am – 8:45 am Developing a Meaningful Investment Program for Your Captive - Ballantyne, Fairway Ballroom
8:45 am – 10:15 am Medicare Report – Ballantyne, Fairway Ballroom
10:15 am – 10:30 am Break - sponsored by Burr Forman LLP
10:30 am - 11:15 am State and Federal Legislative Developments – Ballantyne, Fairway Ballroom
11:15 am - 12:00 pm Impact of PPACA – Ballantyne, Fairway Ballroom
12:00 pm - 1:25 pm Lunch and Keynote Address – Ballantyne, Terrace – sponsored by Milliman, Inc.
1:30 pm - 2:15 pm Accounting and Financial Reporting Updates – 2011 & Beyond – Ballantyne,
Fairway Ballroom
2:15 pm - 2:30 pm Break – sponsored by Comerica
2:30 pm - 3:15 pm EU Perspective/International Opportunities – Ballantyne, Fairway Ballroom
3:15 pm - 3:30 pm Break – sponsored by Pinnacle Actuarial Resources
3:30 pm - Closing Town Hall Meeting – Ballantyne, Fairway Ballroom
*In the case of inclement weather, the events on the terrace will be held in the Union room.

Extended Schedule of Events

Tuesday, May 24, 2011
3:00 pm to 6:00 pm Registration Open – Fairway Ballroom Foyer

Wednesday, May 25, 2011
7:30 am to 5:00 pm Registration Open – Fairway Ballroom Foyer
Wednesday, 7:00 am - 12:00 pm – Golf Tournament
The Golf Club at the Ballantyne Hotel & Lodge
The course is located onsite at the resort. The golf tournament is open to attendees and their guests. The competition will be an 18-hole scramble format. Achievements including closest to the pin and longest drive will be recognized at an awards ceremony on Wednesday, May 25th at the evening reception. Greenebaum Doll & McDonald will be sponsoring a hole in one cash prize of $25,000. A continental breakfast will be provided at the golf course beginning at 7:00 a.m.

Wednesday, 7:00 am - 12:00 pm – Spa Treatments
Don’t feel like golfing? Why not a spa treatment? We’re pleased to offer the following options for those guests that would like to participate in something other than golf:

  • Touch of Heaven Stone Massage – during this “touch of heaven”, medium pressure and hot stones are used to massage your entire body and take you into a deeper state of relaxation. 75 minutes
  • Head to Toe Facial Reflexology Experience – for the ultimate sensory facial, experience true luxury and relaxation while receiving immediate long-term results. While receiving the Ballantyne Signature Facial, allow a provider to perform a Reflexology massage for hands and feet. This four-hand treatment will leave the skin refreshed and the body relaxed in a truly memorable experience. 50 minutes
  • Essential Manicure and Pedicure – this relaxing treatment consists of a soak followed by nail grooming, polish and moisturizer application.
  • Ocean Escape Foot Therapy – Sit back and relax with your feet in a marine mineral bath followed by an exfoliating and cooling mineral clay mask. Hydrating massage and nail grooming are included and will leave you feeling refreshed and rejuvenated. 50 minutes

Please make your spa selection on the Event Selection Form and we will be in touch to confirm the time of your appointment(s).

Wednesday, 1:00 pm - 2:00 pm – Taking the Internal Revenue Code 831(b) Election
and The Relationship to Series LLC
Ballantyne, Fairway Ballroom
As small to mid-size companies move toward more sophisticated structures to manage their cost of insurance, growth in captives with premiums less than $1.2 million is increasing proportionately. However, simply having the qualifying premium threshold is not enough. The popularity of Series LLC’s being licensed as captives is also growing. This session will deal with the basic criteria in order to best position your captive to qualify for the 831(b) election, discuss Series LLC basics and how to use them in conjunction with qualifying 831(b) captives
2:00 pm – 2:15 pm Break – sponsored by Johnson Lambert & Co
Wednesday, 2:15 pm - 5:00 pm – Captive Insurance Taxation – Is the Strike Zone Narrowing?
Ballantyne, Fairway Ballroom
The taxation of captive insurance is ever evolving. Although there have been few dramatic developments over the last year, it appears that the IRS is constricting some of the contours of acceptable arrangements. Are these isolated actions or do they indicate a new attitude? This session will explore this question, the proposed cell regulations and recent authorities. The panelists encourage questions from the audience, which always makes this session more entertaining.
Wednesday, 6:00 pm - 8:00 pm – Evening Reception
ninstateBallantyne, Terrace
Join us for an hors d’oeuvres and cocktail reception on the Terrace at the Ballantyne sponsored by National Interstate. In the case of inclement weather, the reception will be held in the Union room.

Thursday, May 26, 2011
Johnson Lambert & CoThursday, 7:00 am - 7:55 am – Breakfast
Sponsored by Johnson Lambert & Co.
Ballantyne Terrace*
Please join us for breakfast on the Terrace with a presentation by Johnson Lambert & Co.
Thursday, 8:00 am - 8:45 am – Developing a Meaningful Investment Program for Your Captive
Ballantyne, Fairway Ballroom
With the prospect of rising interest rates on the horizon, it is critical that captive boards fully understand their risk profile and investment objectives so that a proper asset allocation discussion can occur with their investment manager. Where Letters of Credit are involved, the relationship between their investment manager and the issuing bank is important to the overall success of the investment portfolio. This session will be conducted by a leading independent captive investment manager and a senior executive from one of the most prominent banks involved in the captive industry.
Thursday, 8:45 am - 10:15 am – Medicare Report
Ballantyne, Fairway Ballroom
New reporting requirements may have a profound impact on the handling of bodily injury claims and proper case reserving to include not only indemnity payment to the injured party, but also government demands for compensation against future related Medicare payments. This discussion will include perspectives from a seasoned claims third party administrator as well as an actuary.
10:15 am – 10:30 am Break - sponsored by Burr Forman LLP
Thursday, 10:30 am - 11:15 am – State and Federal Legislative Developments
Ballantyne, Fairway Ballroom
This session will include a discussion of pending federal legislation affecting Risk Retention Groups and its chances for passage in the current congress, the NAIC and its Committee and Working Group pronouncements affecting captives and risk retention groups and state domicile changes and developments.
Thursday, 11:15 am -12:00 pm – Impact of PPACA
Ballantyne, Fairway Ballroom
The Patient Protection and Affordable Care Act (PPACA) represents the single largest healthcare reform legislation since the introduction of Medicare during the 1960’s. It will undoubtedly transform many facets of our nation’s healthcare system. With an increasing number of captives providing coverage of costs related to medical benefits, captive owners may be wondering how their plans will be affected. Bill Thompson of Milliman, Inc. will present the key aspects of the PPACA and how they may cause problems and create opportunities for the captive insurance industry.

MillimanThursday, 12:00 pm - 1:25 pm – Keynote Address and Lunch
Sponsored by Milliman, Inc.
Ballantyne, Terrace*
Join us for lunch followed by a presentation by Brian Longwell, our Keynote Speaker.
Thursday, 1:30 pm to 2:15 pm – Accounting and Financial Reporting Updates – 2011 & Beyond
Ballantyne, Fairway Ballroom
This session will provide an update on recent accounting guidance. It will include the latest known information on the IFRS insurance standard, which is expected to be released in final form during summer 2011. It will also address changes to recording deferred acquisition costs under GAAP and any other recent accounting developments.
2:15 pm - 2:30 pm Break – sponsored by Comerica
Thursday, 2:30 pm - 3:15 pm – EU Perspective/International Opportunities
Ballantyne, Fairway Ballroom
The purpose of this session is to educate the audience on the issues and opportunities available for US companies doing business in the European Union (“EU”). The speakers will address business typically written by captives in EU, how this is done (fronts or passporting), Solvency II issues and viable domiciles.
3:15 pm - 3:30 pm Break – sponsored by Pinnacle Actuarial Resources
Thursday, 3:30 pm - Closing – Town Hall Meeting
Ballantyne, Fairway Ballroom
Please join our speakers and sponsors for an open forum to address any additional questions you may have. We will also have our onshore and offshore office heads available for any discussions you may wish to have.
*In the case of inclement weather, the events on the terrace will be held in the Union room.


comerica bank EWI Sedgewick CMS Chamberlain group