Thursday, August 13, 2020

Full Conference Schedule
(subject to change)

Tuesday, July 14, 2020  
4:00 p.m. - 6:30 p.m. Registration Open
5:00 p.m. - 6:30 p.m. Welcome Reception
Wednesday, July 15, 2020
8:00 a.m. - 9:00 a.m. Networking Breakfast
9:00 a.m. to 9:15 a.m.

Welcome Remarks and Association Update

John Huth
Board Member
Montana Captive Insurance Association

Commissioners Message – Keeping Montana the Best in the West
Montana’s insurance commissioner/auditor will share his captive regulatory vision for the years ahead.


Matt Rosendale (Invited)
Commissioner of Securities & Insurance
MT State Auditor’s Office

9:15 a.m. to 10:15 a.m. Becoming a Top Partner Choice for Broker/Advisors
Broker/advisors are playing an increasingly active role in guiding their employer clients about the selection of captive managers and supporting service providers. So how do broker/advisors decide whether or not a captive manager or service provider will be included on their list of preferred partners? Perhaps equally important, what are the reasons why they would never recommend you? These important questions will be answered by one of the top broker/consultants specializing in the self-insurance marketplace.


Erin Weenum
Chief Strategist, Employee Benefits
Leavitt Group
10:15 a.m. - 10:30 a.m. Networking Break
10:30 a.m. to 11:30 a.m.

Raising the Bar for Captive Managers
There has been on ongoing debate for several years about what should be done to ensure that captive managers operate at the highest level of competency and ethical standards for the good of the overall industry. Responding to this perceived need for action, the Self-Insurance Institute of America, Inc. (SIIA) produced a Captive Manager Code of Conduct document that has been adopted by many leading captive managers working in multiple domiciles. One of the principal contributors to the SIIA-produced code, will provide an overview and address questions/comments from the audience.


Kevin Doherty
Dickinson Wright PLLC

11:30 a.m. to Noon And Now a Word From Our Sponsors…
Our conference sponsors provide valuable products and services for captive insurance companies doing business in Montana, so we are providing this opportunity for each of them to provide five-minute presentations to attendees to help facilitate potential partnership opportunities.
Noon - 1:30 p.m. Hosted Luncheon
1:45 p.m. to 2:45 p.m. How to – and How Not to -Make Your Captive’s Regulator Happy
This session will cover the top captive regulatory practices. It will also include various scenarios including good, bad and ugly fact patterns with one of Montana’s key captive regulators providing a candid reaction to each.

Dana Hentges Sheridan, Esq.
Deputy General Counsel

Tal Redpath
Captive Insurance Examiner
Office of the Montana Commissioner of Securities & Insurance
2:45 p.m. to 3:00 p.m. Break
3:00 p.m. to 3:45 p.m.

Market Volatility and Your Portfolio
In this era of heightened stock market volatility, it is more important than ever to closely review your captive’s investment strategy. A leading financial advisor will walk you through what you should be considering when developing your investment strategies.


John Hallgren
Wealth Management Advisor
RBC Wealth Management

3:45 p.m. to 4:30 p.m. The Captive Insurance Gameshow
Back by popular demand, Montana’s captive regulatory team will host a “gameshow” style session where attendees will be tested on their knowledge on captive insurance-related trivia with unique prizes awarded to those who can answer the most questions.


Steve Matthews
Captive Insurance Coordinator
Office of the Montana Commissioner of Securities & Insurance
4:30 p.m. - 6:00 p.m. Networking Reception - Poolside
Thursday, July 16, 2020
8:00 a.m. - 9:00 a.m.  Networking Breakfast
9:00 a.m. to 9:45 a.m. MCIA Lobbyist Report
MCIA’s lobbyist will preview 2021 legislative session with a specific focus on captive insurance-related developments.


Aimee Grmoljez
Crowley Fleck PLLP
9:45 a.m. to 11:00 a.m. The Montana Captive Domicile Outlook – 2020 and Beyond
Montana’s lead captive regulator details activity in the domicile during 2020 and will discuss how they see the state positioned for the future with regard to new captive formation and ongoing regulation.


Steve Matthews
Captive Insurance Coordinator
Office of the Montana Commissioner of Securities & Insurance
Noon Conference Concludes

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