Program
program OVERVIEW
The conference program is designed to showcase insights from industry experts, including regulatory authorities, business owners, and service providers specializing in captive insurance. These professionals will delve into relevant topics, comprehensively exploring issues pertinent to the captive insurance community.
This environment proves invaluable for individuals actively involved in captive insurance or those considering entering this sector. By facilitating connections among participants, the event establishes itself as the leading networking opportunity for those already engaged in or aspiring to join the thriving Montana captive domicile business.
PROGRAM AGENDA |
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Tuesday, June 2, 2026 |
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4:00 p.m. – 6:30 p.m. |
Registration Open |
5:00 p.m. – 6:30 p.m. |
Welcome Reception |
Wednesday, June 3, 2026 |
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8:00 a.m. – 9:00 a.m. |
Networking Breakfast |
9:00 a.m. – 9:10 a.m. |
Welcome Remarks and Association Update |
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9:10 a.m. – 9:30 a.m. |
Welcome Message from State Auditor's Office |
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9:30 a.m. – 10:00 a.m. |
2026 Update: Montana Captive Domicile Insights |
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Gain valuable insights into the Montana captive domicile as regulators provide a comprehensive overview of recent developments and offer their perspectives on the domicile's strategic positioning for the years ahead.
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10:00 a.m. – 10:30 a.m. |
Networking Break |
10:30 a.m. - 11:30 a.m. |
Litigating a Captive Insurance Case in the U.S. Tax Court – Strategies and Evidence |
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Satisfying the legal elements of "insurance for Federal tax purposes" requires a myriad of substantive evidence and expert testimony. This panel will discuss how one trial team presented its case to the U.S. Tax Court. Evidence supporting risk shifting, risk distribution, insurable risk, and common notions of insurance is complex and extensive. This panel will offer practical insights into the tax litigation forum.
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11:30 a.m. – 12:00 p.m. |
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. | |
12:00 p.m. – 1:00 p.m. |
Hosted Luncheon/Networking Time |
1:00 p.m. – 2:00 p.m. |
Smart Governance for Captive Insurance |
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This session will explain how captive insurance programs need to be managed with the same care as retirement and health plans. It will cover the fiduciary standard, roles of sponsors, boards, and advisors, and the process needed to show prudence. Topics include governance, decision-making, vendor selection, benchmarking, and monitoring. Attendees will learn how to create a framework that safeguards assets, supports decisions, and provides transparency.
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2:00 p.m. – 3:00 p.m. |
Innovative Coverage Solutions with an RRG |
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Join us for an insightful session on developing innovative coverage solutions and working effectively with regulators to establish a Risk Retention Group (RRG). Through a detailed case study, attendees will gain valuable tips and strategies for forming and operating an RRG successfully. Learn how to navigate the regulatory environment, leverage RRGs, and create sustainable and cost-effective coverage solutions for your organization.
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3:00 p.m. – 3:15 p.m. |
Networking Break |
3:15 p.m. – 4:00 p.m. |
MCIA Lobbyist Report |
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MCIA's lobbyist will provide a recap of the 2025 legislative session with a specific focus on captive insurance-related developments.
Additional Speakers To Be Announced |
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4:00 p.m. – 5:00 p.m. |
Revitalizing Your Captive: Strategic Reviews and Ongoing Goals |
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If your captive is starting to feel stagnant and is not benefitting your organization, it may be good to conduct a strategic review. A strategic review not only helps optimize the current use of a captive but also establishes future goals to prevent unforeseen issues. In this panel discussion, we will examine key indicators that it may be time for a strategic review. We will also present a case study of a captive that recently underwent such a review, highlighting the challenges faced during the process. This panel will emphasize that strategic reviews should be an ongoing practice, with continuous goal setting to ensure the captive remains dynamic and effective.
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5:00 p.m. – 6:00 p.m. |
Networking Reception - Poolside |
6:00 p.m. |
Conference Concludes |
