News from the International Center for Captive Insurance Education (ICCIE)

Press Release

November 16, 2022

The International Center for Captive Insurance Education (ICCIE)

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Here are some recent updates from ICCIE, the official education program of the captive insurance industry.

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All Captive Conference Ticket Raffle

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In case you missed our recent standalone announcements, ICCIE has launched the All Captive Conference Ticket raffle – a one-time celebration of the industry’s education program as ICCIE begins its 20^th year in August of 2023. Thanks to the generosity of the industry’s conferences, the raffle winner will get a free conference admission (fully transferable, though not able to be resold, in whole or in part) to all the participating captive conferences. For the list of conferences and full contest details, please go to the following page with all the relevant information: https://conta.cc/3G1Es1G

TWO new ICCIE offerings:

“Taxes and Captives” and “Captive Owners Bootcamp”

Earlier this year we teased the creation of two new ICCIE offerings – we are now pleased to announce the topics of the forthcoming courses: a course completely dedicated to captive insurance taxation and a special downloadable course specifically designed for captive owners and board members.

The Taxes and Captives course will be the first captive insurance course focusing completely on captive insurance taxation. Because the topic is so rich and of interest to all captive entities, this is certainly a topic deserving of its own course. A group of high-level experts in captive taxation has created and will be presenting this course, and we look forward to its initial incarnation in 2023.

The second course, Captive Owners Bootcamp, will be a downloadable series of a small number of handful of modules – at a deeply-discounted combined price – with specific modules in formation and feasibility studies, accounting and financial aspects of captives, governance, underwriting and claims, and investments. The release date has not yet been set for the Captives Owners Bootcamp – we will announce details soon.

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Jeff Kehler Memorial Scholarship Announced

At the South Carolina Captive Insurance Association (SCCIA) annual conference in September ICCIE was delighted to present the Jeff Kehler Memorial Scholarship to Ryan Martin. The scholarship -- in honor of Kehler, a former regulator and longtime supporter of the captive industry and education – is supported by Kathryn Marsh and Somers Risk Consulting. Congratulations, Ryan!

Ryan Martin (center) received the Jeff Kehler Memorial Scholarship from ICCIE Executive Director Mitch Cantor (right), and Kathryn Marsh (left)

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VCIA Distinguished Scholar Announced

The VCIA Distinguished Scholar Award is presented in honor of VCIA’s initial financial support of ICCIE. It was announced at the General Session of VCIA's Conference in August. Congratulations to Kirsten Scheels of Pro Group on receiving this award.

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And in case you missed it…

CICA Continues as Lead ICCIE Supporter

The CICA Board and President Dan Towle continued CICA’s annual $10,000 contribution, continuing its position as ICCIE’s biggest individual contributor. ICCIE and CICA have had a great partnership for many years, and this continued substantial support is very significant for the industry’s education program. Tremendous thanks to Dan and the whole CICA Board!

CICA President Dan Towle (center) is flanked by ICCIE Executive Director Mitch Cantor (to the left) and outgoing ICCIE Board President Ben Whitehouse (to the right) as he presents CICA’s support for ICCIE in 2022 to members of the ICCIE Board at VCIA in August.

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New ICCIE Board Members and Officers

At its Annual Meeting earlier this year, ICCIE added terrific captive professionals to its Board of Directors. ICCIE is incredibly fortunate to have the talents of exceptional individuals guiding the organization. New directors who recently started their terms on the ICCIE Board are:

Rae Brown, ACI

GPW and Associates, Arizona

Dawn Dinardo, ACI

Hylant,

South Carolina

ICCIE’s new officers are:

President – Anne Marie Towle

Vice President – Bruce Whitmore

Treasurer -- Hartley Hartman

Secretary – Joe Holahan

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Recent ACI / CCI Graduates:

ICCIE Executive Director Mitch Cantor (left) presents ACI diplomas to Timae Flood, Andrea Carreiro, and Marcy Van Stee at this year’s Bermuda conference.

Dan Labrie (left) and Tina Truax-McCuin (right) present an ACI diploma to Danielle Brown at this year’s ICCIE Anniversary Celebration.

Renea Louie presents ACI diploma to Bill Daiber at this year’s ICCIE Anniversary Celebration.

Ben Whitehouse presents an ACI diploma to Amit Hapini at this year’s ICCIE Anniversary Celebration.

Hartley Hartman presents an ACI diploma to Samantha Reckner at this year’s ICCIE Anniversary Celebration.

Kimberly Rohr receives her Certificate of Captive Insurance at this year’s VCIA Conference.

CCIs:

Abdul Hamamsy, U of Kansas Health System - Kansas

Jeffrey Keena, InterWest - California

Kimberly Rohr, Electrolux - North Carolina

Madeline Smith, Maddrs - Texas

ACIs:

Danielle Brown, Hylant - Vermont

Andrea Carreiro, Weatherford - Bermuda

Young Cho, Premier Insurance - California

William Daiber, Midwest Employers Casualty - Missouri

John Davidson, Davidson Risk - Tennessee

Brendan Dolan, Housing Partnership - Massachusetts

Corinne Doughty, Liberty Mutual - Massachusetts

Mark Faughn, State of Tennessee

Timae Flood Bermuda Monetary Authority

Cathy Hampton, Moreton & Company - Utah

Amit Hapani, Hylant - India

James Jacquot, Assured Partners - Ohio

Sally Layes, Cummins - Indiana

Carolyn Maldonado, Arthur J Gallagher - Utah

Gayle Marshall, Barbados Financial Services

Denise Martin, State of Tennessee

Victoria Polite, Stern Risk Partners - Colorado

Maxime Poulin, Groupe Ostiguy & Gendron - Quebec, Canada

Samantha Reckner, SRS - Vermont

Claire Richardson, Hylant - Indiana

Mario Richter - Massachusetts

Asako Shimazu, Shimazu International Law Offices - Japan

Brent Suhr, Aon - Arizona

Marcy Van Stee, RiverStone - California

Clay Williams, Alliant -Texas

For additional information about any of these news items contact ICCIE Executive Director Mitch Cantor at 802-651-9051 or mcantor@iccie.org

Sincerely,

Mitch Cantor

Executive Director

International Center for Captive Insurance Education (ICCIE) | www.iccie.org