International Center for Captive Insurance Education




October 5, 2011

The International Center for Captive Insurance Education (ICCIE) rounded third and is heading into the 2011 home stretch with another strong year of growth and expansion.  With nearly 800 enrollments since 2004 – more than half of those signing up for the complete Associate in Captive Insurance (ACI) designation – ICCIE continues to increase its presence in the industry while also adding to its plate of educational offerings.


Number of ACI grads tops the 200 mark

ICCIE graduates about 50 new ACIs per year, and it has now topped the mark of 200 ACI designees.  As the ACI is increasing in importance and acceptance in the captive and risk management industries, the rate of graduating ACIs is expected to rise significantly in the coming years.  For a list of recent ACIs, see the end of this press release.  For a list of all ACIs since the launch of ICCIE, see the ICCIE website: http://www.iccie.org/content/ACI_Graduates.shtml


A Summer of ICCIE Events


It was quite a busy summer for ICCIE, but that didn’t stop festivities from occurring as the captive industry’s education program continued tradition by celebrating with three annual conference events.

ICCIE’s Annual Anniversary Celebration on August 8th at the Burlington Boathouse during the VCIA conference was another successful party marking the launch of ICCIE seven years ago.  Sponsored by A.M. Best, Munich Re, TD Wealth Management, and Western Litigation, the event was another terrific unofficial kick-off to the VCIA conference.  See the Recent ACI Recipients section below for photos of graduates receiving their diplomas at this event.

About a month later, at the South Carolina Captive Insurance Association (SCCIA) conference, ICCIE held its fifth Annual Soiree and Silent Auction.  Sponsored by TD Wealth Management with additional support from Bartlett Actuarial and Kane, this event was also a success with an excellent crowd converging on Barbara Jean’s, kitty-corner to Charleston Place, SCCIA’s host hotel.

And just last week, in Salt Lake City, where Utah was hosting this year’s Western Region Captive Insurance Conference (WRCIC), Wednesday’s conference lunch featured ICCIE and a small balloon pop fundraiser.  Thanks to event sponsor Pro Group Captive Management and the WRCIC for donating the conference lunch to ICCIE for the fourth year in a row.

A huge thanks goes out to all of the companies that donated gifts towards these events benefiting ICCIE, and also tremendous gratitude to the many individuals who worked on the organizing of these celebrations.  All of your efforts and contributions are greatly appreciated and integral to the future success and stability of ICCIE!  Thank you!


A New ICCIE Elective:  “Captive Claims and Reinsurers”


A ninth ICCIE elective is in development and is slated to be offered early (first quarter) in 2012.  The course is being spearheaded and designed by Matt Pifer, of Paul Frank & Collins.  Subjects in the course will include (a) how a captive can have the best relationship with its reinsurance market; (b) best claims-handling practices; and (c) how to handle matters in ways that do not set off alarm bells for the reinsurers.  Coverage issues will also be part of the discussion.  This course is being developed in conjunction with a Vermont Workforce Employment and Training grant.  Look for details about course dates later this fall; the first session will likely be in January of next year.


Announcing 2011 Harry House ICCIE Scholarships


At the 2011 VCIA conference in August, ICCIE Executive Director Mitch Cantor announced this year’s Harry House Scholarships to ICCIE.  These scholarships, offered by Housing Authority Insurance Group, give one full-tuition scholarship and one individual-course scholarship to minority students studying risk management at the college or university level.  For those of you who weren’t there, we are pleased to announce that the Harry House full ACI scholarship for 2011 goes to Brandon Taylor, a senior from Olivet College in Michigan, and the individual course scholarship goes to Jean Celestin, a sophomore from Illinois State University. 


  Brandon Taylor                          Jean Celestin

Congratulations to both of our winners, and our thanks to Housing Authority Insurance Group for providing these terrific opportunities.


ICCIE Board Member Changes


For the first time in its seven-year history, ICCIE has seen a big change in its Board composition.  As of August, ICCIE welcomed 10 new members to its Board.  Beginning three-year terms on the Board are: 


Steven Bauman
Zurich Global Corporate in N America
New York, NY



Doug Borg
Duke University Health System
Durham, NC



Kathyrn Boucher
Premier Insurance Management Services
South Burlington, VT



Linda Haddleton
Kane (Cayman) Limited
Grand Cayman, Cayman Islands



Elizabeth Huntington
Baylor Healthcare System
Dallas, TX



Jill Husbands
Hamilton, Bermuda



   Renee Lewis
   HSBC Bank Bermuda Ltd
   Hamilton, Bermuda


Renea Louie
ProGroup Management
Carson City, NV



Stephanie Mapes
Paul Frank + Collins P.C.
Burlington, VT



Robert Myers
Morris, Manning & Martin, LLP
Washington, D.C.



Nick Parillo
Royal Ahold
Quincy, MA


Derick White

Strategic Risk Solutions

Burlington, VT



Leaving the ICCIE Board are:


Kevin Doherty

Burr & Forman LLP

Nashville, TN


Andrew Sargeant

USA Risk Group

Montpelier, VT


Also leaving the Board are three Founding ICCIE Board members:

Departing Board President Tina Truax McCuin, from TD Wealth Management, departing Treasurer and Finance Chair Nancy Gray, from Aon, and departing Secretary Dan Labrie, from Housing Authority Insurance Group.  McCuin, Gray, and Labrie were all original ICCIE Board members when the Board was created in 2003. 


 Tina Truax McCuin           Nancy Gray                Dan Labrie

A huge thanks goes out to all those who have completed their terms as well as those who are joining the Board!


Recent ACI recipients

The following individuals recently completed the Associate in Captive Insurance (ACI) professional designation:

  • Virgina Adrihan, Lionheart Insurance Group

  • Maila Aganon, Hurrahs

  • Katie Bilsland, PriceWaterhouseCoopers

  • Raul Castillo, Loma Linda University

  • Pamela Clarke, American Express

  • Andrea Corry, Zurich

  • Piper Crockett, Kane Group Limited

  • Amy DeJong, SilverStone Group Incorporated

  • John Garcia, Toyota

  • Max Henryck, Liptz CPA

  • Mark Hokanson

  • Ashish Jain, Physician ReInsurance

  • Lisa Jensen, Premier Insurance Management Services

  • Susan Johnson, ALPS Corporation

  • David Liptz, Liptz CPA

  • Barbara Oosterwyk, Marsh Management Services

  • Shaun Robbie

  • Shamus Roff, USA Risk Group

  • Samit Shrivastava

  • Jim Tehero, Tribeca Partners

  • Geertien Venter, BDO

Students receiving their ACI Diplomas during ICCIE's 7th Anniversary Celebration

        Pamela Clarke, ACI with            Andrea Corry, ACI with              AJ Jain, ACI with

    Board Member Rich Smith    Board Member & ACI Alumni          Board President

                                                                      Kate Boucher                           Pamela Popp


Students receiving their ACI Diplomas at ICCIE's booth during VCIA's Conference


       Max Henryck, ACI             Sarah Johnson, ACI with                       David Liptz, ACI

                                                   Course Liaison Cathie Pelchat

During ICCIE's Soiree at SCCIA

Piper Crocket, ACI with

Board Member & ACI Alumni Elizabeth Steinman




The ICCIE Family Is Growing!

ICCIE staff members Chealsea Hunter and Angela Gale both gave birth to healthy babies over the summer.  Congratulations to Chealsea and Angela!

Eleanor Gale Pheiffer

June 10, 2011


21 ¾ inches long


Jonathan Martin Hunter

July 10, 2011

6lbs 14oz

19 ¾ inches long



For additional information on these or any other matters contact ICCIE Executive Director Mitch Cantor at 802.651.9051 or [email protected].