

TxCIA will hold its 2025 Annual Conference at the Westin at the Woodlands in The Woodlands, TX (Metro Houston) October 14-15, 2025. Advance registration remains open until October 3.
Conference Schedule
Schedule is subject to change.
Tuesday, Oct. 14 |
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3:00 - 4:30 PM |
Captive 101 – Everything You Need to Know about Captives
Allan Smith, Marsh Captive Solutions
Jeremy Shoemaker, Oliver Wyman
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5:00 - 7:30 PM |
Welcome Reception
The Goose's Acre - 21 Waterway Ave, The Woodlands, TX 77380
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Wed., Oct. 15 |
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8:00 - 9:00 AM |
Breakfast and Registration |
8:45 - 9:00 AM |
Welcome and Opening Remarks
Jo Mather, Phillips 66 (TxCIA President)
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9:00 - 9:45 AM |
The Economic Landscape and Your Captive's Investment Portfolio
Scott Mildrum, Performa
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9:45 - 10:00 AM |
Break/Refreshments
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10:00 AM - 10:45 AM |
From 10-K to 10K: Addressing Risk Factors in Form 10-K
Christina Kindstedt, Advantage Insurance Management
Jim McNichols, AYA Actuarial Consulting
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10:45 - 11:30 AM |
Captive Utilization: Navigating Through Uncertain Market Conditions
Jo Mather, P66
Tara Beck, KBR
Jessica Harris, Targa
Julie Patel, Marsh Captive Solutions
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11:30 AM - 12:30 PM |
Luncheon and Keynote
Jim Hughes, University of Houston Bauer College of Business
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12:30 - 1:15 PM |
The Texas Captive Pathway
Robert Rudnai, Texas Department of Insurance
Kyle Corgan, TRT Holdings
Paul H. Phillips III, EY
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1:15 - 2:00 PM |
Indirect Taxes and Captives - Demystifying the Gray Area
Mikhail Raybshteyn, EY
Kristin Lawler, Crowe
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2:00 - 2:15 PM |
Break/Refreshments |
2:15 - 3:00 PM |
Beyond Borders: Captives as a Global Employee Benefits Engine
Felipe Chacon, Zurich
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3:00 - 3:45 PM |
Risk Pricing and Capital Modeling
Nicole Henderson, EY
Alex Wallace, Oliver Wyman
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3:45 - 4:30 PM |
Best Practices in Leveraging Technology & Data to Strengthen Captive Oversight
Roma Rishi, Origami Risk
Roy Hock, Valero Energy
Tom Springfield, Caliber Collision
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4:30 PM - 4:45 PM |
Closing Remarks |
5:15 PM - 7:15 PM |
TxCIA and Houston RIMS Social
Kirby Ice House - Woodlands, 1700 Lake Robbins Dr, The Woodlands, TX 77380
Sponsored by Origami Risk
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Registration Rates:
Regular: $575 (member), $725 (non-member)
Onsite: $775 (member), $925 (non-member)
Advance registration ends October 3rd.
Sponsor the 2025 Conference!
Information on conference sponsorship opportunities is now available. Click here to learn more.

Important Hotel Update
Due to overwhelming demand, TxCIA's block of discounted guest rooms at the Westin at the Woodlands is now sold out. Rooms may still be available for certain dates at the public rate.

TxCIA Event Cancellation Policy
If you cannot attend the event, you may transfer your registration to another attendee or request a partial refund.
Requests for refunds must be received in writing no later than 30 days prior to the first day of the event. The full registration fee paid minus a 10% processing fee will be refunded.
No refund will be issued for cancellations received less than 30 days before the first day of the annual conference, with the exception of requests made in accordance with the Emergency Refund Policy as outlined below.
All cancellations or requests for transfer must be sent in writing via electronic mail or regular mail to TxCIA.
Emergency Illness or Death of Registrant or Immediate Family Member:
At the discretion of the TxCIA Board of Directors, refunds may be granted if an attendee is unable to attend the conference due to a family death, illness, or other extraordinary circumstance. Refunds issued under this policy will be subject to the 10% processing fee.
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