Earn TC or CE Credit at the 2012 VCIA Annual Conference
TELECONFERENCE / ACI CE CREDIT
Many VCIA Conference sessions qualify for ICCIE teleconference or CE credit. The below modules qualify for credit. To receive ICCIE teleconference or CE credit, please obtain a certificate of completion for your participation from VCIA and forward it to the ICCIE office.
Designation students: No more than one of the three required teleconferences may be obtained through documented attendance at approved modules at captive conferences.
ACI recipients: No more than four of the 12 CE credits, per renewal period, may be obtained through documented attendance at approved modules at captive conferences.
Tuesday, August 7, 2012
Building Board of Directors’ Bench Strength
Objective: To review the essential elements of a captive board including the policies and procedures needed to have an effective board. The balancing act between board and C-level management will be explored. Presenters will also provide a checklist including tips for evaluating and measuring a board’s effectiveness. All participants will identify one improvement goal learned from today’s session that they will implement.
Level: Intermediate
Speakers:
Michael Bemi, CEO, The National Catholic RRG
Stephanie Mapes, Esq., Paul Frank + Collins P.C.
Paula Cope, President & CEO, Cope & Associates, Inc.Credits: 1 TC / 3 ACI CE
Making a Game Plan - Establishing Best Practice Policies & Procedures
Objective: To review the “best practice” policies and procedures used by captive insurance companies. To provide a practical checklist, including key policies and procedures, around areas such as board governance, cash, investments, underwriting, claims management, financial reporting and regulatory compliance.
Level: BasicSpeakers:
Dianne Salter, Vice President for Insurance, Jefferson Health System Inc.
Dave Roberts, Audit Partner, Saslow Lufkin & Buggy
Kevin M. Doherty, Partner, Burr & Forman LLPCredits: 1 TC / 2 ACI CE
Drafting the Winning Team: Unbundling Captive Services
Objective: By exploring the various roles of the captive service team, participants will better understand the professional expertise and standards of excellence available in the captive marketplace. Participants will be able to assess the pros and cons of “in-house” versus “contracted” and “bundled” versus “unbundled” approaches when building a team of their own.
Level: Intermediate
Speakers:
C. Richard Cornelius, AIF, Indiana & Heartland Healthcare Reciprocal
Amy Evans, Executive VP, Western Litigation, Inc.
Randall L. Wachsmann, Primmer PCCredits: 1 TC / 1 ACI CE
MMSEA Section 111: Conquering the Compliance Headaches-Davis Center
Objectives: To take an in-depth look at specific compliance issues facing captives and RRGs under MMSEA Section 111 examining specific challenges with implementing new procedures at the insured level, flowing from the captive or RRG. To provide education, guidance and strategies for negotiating with unrepresented eligible Medicare beneficiaries to avoid lawsuits; to discuss how to approach medical damages, future medical bills, and the applicability of Medicare Set Asides for claims and lawsuits.
Level: Intermediate
Speakers:Jon Emaus, AVP Marketing & Sales, Vertical Claims Management, LLC.
Christine Fleming: Principal Claims Management Consultant, Milliman, Inc.
Irena Kaler, Executive Director/CAO, Robert Wood Johnson Health Network Insurance ServicesCredits: 1 TC / 1 ACI CE
Wednesday, August 8, 2012
Advanced Taxation
Objective: This session will help attendees define the many advanced taxation issues facing the captive insurance industry today.
Level: Advanced
Speakers:
Richard Irvine, Partner,
Charles Lavelle, Partner, Bingham Greenebaum Doll LLP
Angela Walitt, Partner, Baker & McKenzie, LLP
Credits: 1 TC / 2 ACI CE
Risk Management and Human Resources: Playing for the Same Team
Objective: Using a case study approach, participants will explore the natural advantages and address the barriers to strengthening the collaboration between Risk Management and Human Resources. Participants will learn about strategies to help decrease costs and increase efficiency in providing employee benefits specifically.
Level: AdvancedSpeakers:
Jodell Ayers, Vice President, YKK Corporation of America
George O'Donnell, Senior Vice President, AonDavid G. Schwartz, Senior Vice President, YKK Corporation
of AmericaCredits: 1 TC / 2 ACI CE
Keeping Score - Measuring a Captive’s Success
Objective: To understand the array of qualitative and quantitative benchmarks that may be used to measure the performance of your captive.
Level: IntermediateSpeakers:
Steven M. Chirico, CPA, Assistant Vice President, A.M. Best Company
John M. Lochner, Director, Towers Watson
Credits: 1 TC / 1 ACI CE
Cell Captives: A League of their Own
Objective: To review the policies and procedures a captive insurance company should have in place to be properly managed. To provide a checklist including tips & tricks for establishing claims management, investment, tax, financial analytic process, and board governance policies & procedures.
Level: Basic
Speakers:
Belinda Fortman, Operations Manager, Kane Group
Jeffrey Johnson, Attorney, Primmer Piper Eggleston & Cramer PC
Harry Rodgers, Director of Business Development, Kane Group
Magali Welch, Partner, Johnson Lambert & Co.
Credits: 1 TC / 1 ACI CE
Healthcare ACOs – To Do or Not to Do ?
Objective: To introduce the audience to section 3022 of the Patient Protection and Affordable Care Act (ACA), the establishment of Medicare Shared Savings Programs (MSSP) and the formation of Accountable Care Organizations (ACO) and how these vehicles can be used in existing captives and the formation of new captive insurance companies.
Level: Basic
Speakers:
Clare Bello, CEO, VCM
James Caldwell, President, Caring Communities, A Reciprocal Risk Retention Group
Sheila Hagg-Rickert, Senior System Director of Risk Management, Emerald Assurance Cayman, Ltd.Credits: 1 TC / 1 ACI CE
Retention: What is the Right Amount for your Captive?
Objective: To present an approach to selecting captive retentions that builds on key finance metrics.
Level: Advanced
Speakers:
Ann Conway, Director, Towers Watson
Michael Meehan, Consultant, Milliman, Inc.David Spruance, Vice President, Risk Management, Risk Management Republic
Services, Inc.
Paul van Zuiden, President, Risk Management & Insurance ConsultingCredits: 1 TC / 1 ACI CE
Claims Analytics and Data Sources: When are You out of Bounds?
Objective: To review the diverse external data sources that may be used in triaging and channeling claims to experienced and skilled handlers, and to understand some of the legal and privacy issues that arise in using these data sources. In addition, various methods that have been suggested in balancing the potency and power of external data sources with privacy considerations will be explored.
Level: AdvancedSpeakers:
Amel Arhab, Manager, Deloitte Consulting LLP
Mary Chmielowiec, Executive VP, Insurance Analytic Services, PointRight Inc.Credits: 1 TC / 1 ACI CE
Thursday, August 9, 2012
Booth Review – The Nonadmitted and Reinsurance Act (NRRA )
Objective: To provide participants an understanding of the changing state tax landscape for the captive industry due to the enactment of the NRRA provision within the Dodd-Frank Act.
Level: IntermediateSpeakers:
Tom Jones, Partner, McDermott Will & Emery LLP
James T. McIntyre, Partner, McIntyre & Lemon, PLLC
Patti Pallito, Deputy Managing Director, Aon
Credits: 1 TC / 1 ACI CE
Converting Top Ten Risks & Opportunities into Results
Objective: Audience participants will be guided through various courses of action, using examples and formal report findings to assist them in profiling their own business risks and suggesting ways of converting known and potential operational challenges into opportunities. Audience participation will play an essential role in relating broad strategy into specific working ideas for possible risk management and finance roles of the captive. Participants will be provided the Ernst & Young global survey report & findings.
Level: IntermediateSpeakers:
Michael Lusk, VP, Insurance & Risk Management, Archers Daniels Midland Company
Mark Huddleston, Director, Enterprise Risk Management, HNI Corporation
Carl H. Groth, Managing Director, KPMG Insurance Risk AdvisoryCredits: 1 TC / 2 ACI CE
Trends in Investment Reporting – Staying on the Offense
Objective: To highlight current investment needs and the importance of accurate and timely information to successfully report on investments. This seminar will better equip you with the tools and techniques to effectively report on your investment portfolio including accounting, compliance, performance and risk information.
Level: Intermediate
Speakers:
Rick Bernier, Business Development Manager, Clearwater Analytics
Edward Precourt, Senior VP, Marsh Captive Solutions Group
Credits: 1 TC / 1 ACI CE
For further details please contact at ICCIE at 802-651-9050