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2005 Speakers Presentations

The following presentations are in Microsoft PowerPoint format.

 

HEALTHCARE

  • Engaging Leadership: The Key Role of Leadership in Evaluating, Implementing and Sustaining a Successful Captive
    Craig E. Samitt, MD, MBA – Chief Operating Officer, Fallon Clinic, Inc.

  • The Risk Manager’s Role: Focus on Enterprise Risk
    Sheila Hagg-Rickert, JD, MHA, MBA, CPCU, DFASHRM, CPHRM – Chief Risk Officer and Senior Vice President, Sun Healthcare Group, Irvine, CA

  • Advanced Concepts in Program Design – A Case Study From The Stanford University Medical Center
    • The CFO Perspective
      Roy Santarella, Chief Financial Officer, Stanford Hospital & Clinics
    • Optimizing Captive Structure & Operations
      Jeffrey Driver, EVP & Chief Risk Officer, SUMIT/The Stanford University Medical Center

  • Role of the Broker: Development and Beyond
    Ethan E. Crain – Associate Director, National Healthcare Alternative Risk Practice – Aon
    John F. Roger – Vice President & General Counsel – Berkshire Health Systems, Inc.
  • Futurecast for Health Care:
    • How to Identify and Get Through Growing Pains with Your Captive
      William J. McDonough, MPAH, FASHRM, MARSH – Moderator
    • Lahey Clinic Insurance Co, Ltd. – Interacting with the Clinical Staff “Hot” Topics for Captives
      Julie E. Robertson – Honigman Miller Schwartz and Cohn LLP

  • A Reinsurance Perspective: Identifying and Evaluating Your Options
    Judy Hart, Executive Vice President – Endurance Specialty Insurance Ltd.

  • Claims Management Best Practices: Thinking Beyond Resolution
    Pamela L. Popp, MA, JD, DFASHRM, CPHRM, President, ASHRM – Stanford University Medical Center

Actuarial issues Why Use an Actuary?

Karl Goring, FCAS, MAAA

CAPTIVES 101

Charles Collis, Conyers Dill & Pearman
Shelby Weldon, Bermuda Monetary Authority, Deputy Director, Insurance
Scott Bradley, Quanta
Lorraine Mewett, Ernst & Young
Jennifer Murkison, Marsh

Corporate Governance Sarbanes-Oxley issues Lessons to Learn

Held captive by the insurance market? Possibly a Captive is the answer for you…

Employee Benefits and Captives

Philip Barnes, Managing Director, Aon Insurance Managers Bermuda
Laura Taylor, Director, IRMG - an Aon company
George O’Donnell, Senior Vice President, Aon Consulting

Captive Reinsurance

Jonathan Gale – Underwriting Director, Catlin Bermuda

Rent-a-Captives – Discussion on the use of segregated accounts companies for U.S. issuing carriers and MGA’s

Michael Burns Appleby, Spurling & Hunter
Rob Byler Alea Alternative Risk
Andy McComb Allegro Insurance & Risk Mgt Ltd.

Tax Update & Impact of Latest IRS Captive Rulings

Thomas M. Jones, Partner, McDermott Will & Emery LLP
Catherine Sheridan Moore, Partner, KPMG

Unusual Captive Uses

Moderated by: J. Brady Young, Managing Director & President, Strategic Risk Solutions
Panelists: Richard M. Inserra, President, Insurance Strategies, Ltd. and Watson Gale, VP, Gen. Counsel & Corporate Secretary, Canadian Blood Services

What do I do now that I have a captive? (A practical guide to running your captive)

Moderator: Paul Bailie
Panel: Drew Talley, P. Bruce Wright, Karl Zimmel