TxCIA's 2021 Annual Conference recently took place on November 8, 2021 in Houston. Thank you to our sponsors and all of our conference attendees for making this year's event a success. 

 

Conference Schedule
(all times Central)
For those sessions that featured PowerPoint presentations, the slides are now linked below. 

Sunday, November 7

 

 

5:00 - 6:30 p.m.

Welcome Reception & Registration

Union Kitchen Memorial  - 12538 Memorial Dr Spc 10, Houston, TX 77024

 

Monday, November 8

All Monday sessions will be held in Richmond 1/2/3 at the Houston Marriott Westchase

Presenters

8:00 - 9:00 a.m.

Breakfast and Registration

 

9:00 - 9:10 a.m.

Opening Remarks     

  • Jose Garza (Valero), TxCIA President

9:10 - 9:55 a.m.

Captive Utilization in the Energy Sector

  • Jo Mather (Phillips 66)
  • Roy Hock (Valero)
  • Kevin Jones (Chevron)
  • Moderator: Andrew Marson (Strategic Risk Solutions, Inc,)

10:00 - 11.00 a.m.

Recent Captive Tax Developments, Concerns, and Trends 

  • Dan Kusaila (Crowe LLP)
  • Bruce Wright (Eversheds Sutherland)
  • Moderator: Michael Serricchio (Marsh Captive Solutions)

11:00 - 11:15 a.m.

Break 

 

11:15 a.m. - noon

Reinsurance Market Overview and Capital Strategies for Captives

  • Rick Hartmann III (Guy Carpenter)

12:00 - 1:00 p.m.

Lunch and Keynote speaker

  • Featuring Jim McIngvale ("Mattress Mack")

1:15 - 2:00 p.m.

In Discussion with Texas Department of Insurance

  • Jamie Walker (Texas Department of Insurance)

2:05 - 2:50 p.m.

Changing Market Conditions and the Impact on Captives

  • Casualty: Brian Welch (Marsh)
  • Property: Paul Chirchirillo (Willis Towers Watson)
  • Finpro: Tony Fanale (Aon) 
  • Moderator: Scott Irwin

2:55 - 3:10 p.m.

Break 

 

3:15 - 4:00 p.m.

Employee Benefits and Status with the DOL

  • Prabal Lakhanpal (Spring Consulting Group, LLC)

4:00 - 4:15 p.m.

Closing Remarks

  • Jose Garza (Valero), TxCIA President
 


 

The past year has been challenging in many ways. We appreciate your continued support of TxCIA, and we look forward to the opportunity to connect with you in person this November! 

Please contact us via email with any questions.