HOTEL ACCOMMODATIONS
Room block information is provided in your registration confirmation email.

Group block rates are only available until September 17, 2025. After this date, you will need to contact the hotel directly for a reservation at their best available rate.

PROGRAMMING SCHEDULE

Sessions, speakers, & locations are subject to change.  

SCHEDULE 

Monday, October 13, 2025 

12:00 pm - 2:00 pm TCIA Board Meeting for Directors and Officers

1:00 pm - 5:00 pm Registration

2:00 pm - 3:30 pm Captives 101 by Claire Richardson, Kim Guerriero, Andy Rennick, & Bryan Hudson. Session sponsored by Hylant 

3:30 pm - 4:00 pm TCIA Member Meeting

5:00 pm - 7:00 pm Welcome Reception sponsored by First Horizon

5:30 pm Dinner

7:15 pm - 9:00 pm Songwriter's Night with Jessi Alexander and Jon Randall
 sponsored by Pinnacle Financial Partners

Tuesday, October 14, 2025

7:00 am - 4:00 pm Registration

8:00 am - 8:45 am Welcome Remarks 

8:45 am - 9:00 am Networking Break 

9:00 am - 9:50 am 831 (b): Buzzword, Opportunity, or Audit Trigger? by Alan Fine & Keith Tagman

    

9:50 am - 10:00 am Networking Break 

10:00 am - 10:50 am Leveraging Capital Through the Life of Your Captive by Daniel Linton, Carl Terzer, & Don Maher, moderated by Matt Smith

10:50 am - 11:00 am Networking Break 

11:00 am - 11:50 am Why would you consider getting your captive rated? What are the benefits? How do you go about getting a rating? by Kathryn Marsh, Richard Quagliaroli, & Dan Teclaw

11:50 pm - 1:15 pm Lunch sponsored by Pinnacle Actuarial Resources
Keynote Presentation by Seth Buks 
sponsored by Columbia Threadneedle Investments & Wellspring Financial Solutions of Raymond James

From Bias to Better Decisions: Behavioral Economics for Captive Decision Makers 

1:30 pm - 2:20 pm Parametric Insurance - Is It Right For My Captive? by Harry Tipper III & Robert Walling III

2:20 pm - 2:30 pm Networking Break  

2:30 pm - 3:20 pm Empowering Proactive Risk Ownership: Captives as Catalysts for Innovative Risk Strategy by Heather McClure, Kevin Doherty, & Tom Bailey

3:20 pm - 3:30 pm Networking Break 

3:30 pm - 4:30 pm Emotional Intelligence: Leadership Strategies for a Post-Covid World by John Ballinger III & Carolyn Doty

WEDNESDAY, October 15, 2025

7:00 am - 1:00 pm Registration

8:00 am - 8:50 am Captive Insurance Owners Only Networking Breakfast roundtable moderated by David Williams

8:00 am - 9:00 am Light Conference Breakfast

9:00 am - 9:50 am How Technology is Reshaping Captive Investment Strategies by Gary Greene

9:50 am - 10:00 am Networking Break 

10:00 am - 10:50 pm Building Success with Group Captives by Sarah Williams

10:50 am - 11:00 am Networking Break 

11:00 am - 11:50 pm Property Playbook: Captive Structure, Strategies and Implementation by Josh Clark, Luke Renz, & Trenton Lipka

11:50 pm - 1:00 pm Lunch 

1:00 pm - 1:50 pm Audit-Ready from Day One: Building Captive Files to Withstand IRS Examination by Amanda Luby, Eryn Brasovan, & Robert Barker

1:50 pm - 2:00 pm Closing Remarks