TxCIA thanks the attendees, speakers, and sponsors who made our 2026 Annual Conference a resounding success! For sessions that featured slide decks, you may now find those presentations linked below.
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Tuesday, October 13 |
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3:00 - 4:30 PM |
Captive 101 – Everything You Need to Know about Captives Nick Rollo, GPW & Associates Jeremy Shoemaker, Oliver Wyman Lyndell Stott, Marsh |
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5:00 - 7:30 PM |
Welcome Reception Anaqua Garden Bar - 555 S Alamo St, San Antonio, TX 78205 |
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Wednesday, October 14 |
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8:00 - 8:30 AM |
Breakfast and Registration |
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8:30 - 8:45 AM |
Welcome and Opening Remarks Jo Mather, Phillips 66 (TxCIA President) |
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8:45 - 9:30 AM |
Beyond Pricing and Reserves: The Questions Your Actuary Wishes You'd Ask Presented by Oliver Wyman Nathan Hale, Sysco Abby Sternberg, Oliver Wyman Actuarial Moderator: Ben Huynh, Marsh |
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9:30 - 10:00 AM |
Scott Mildrum, Performa |
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10:00 - 10:15 AM |
Break |
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10:15 - 11:00 AM |
Captive Growth Strategies: When and How Owners Expand Their Captive Elise Kappelmann, Phillips 66 Mindy White, Quanta Moderator: Julie Patel, Marsh |
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11:00 - 11:45 AM |
The TAX of It All – Captive Programs, Tax Planning and Audit Defense Presenters: Ken Guckian, Southwest Airlines Kristen Lawler, Crowe LLC Paul H. Phillips III, Alvarez & Marsal Robert Rudnai, National Lenders General Agency, LLC Moderator: Mikhail Raybshteyn, Alvarez & Marsal |
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11:45 AM - 12:30 PM |
Texas Department of Insurance Update Shawn Frederick - Chief Financial Examiner, Texas Department of Insurance Andrew Norton - Captive Specialist, Texas Department of Insurance |
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12:30 - 1:30 PM |
Luncheon Keynote Speaker: Prashanth Challa, Head of Wealth Management Cybersecurity, Morgan Stanley |
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1:30 - 2:15 PM |
AI Governance Frameworks for Liability, Compliance, and Data Privacy in Captive Insurance Tim Stanfield, Greenberg Traurig, P.A. Bhargavi Vepuri, Insurtech industry expert |
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2:15 - 2:45 PM |
Owner Controlled Insurance Programs Paula R. Jordan, Aon Christine Villarreal, Valero |
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2:45 – 3:00 PM |
Break |
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3:00 - 3:45 PM |
Captive Investment Portfolio Evolution & Asset Allocation Trends Matt Sullivan, PNC Brad Schock, Aprio Tracy Suggs, AT&T |
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3:45 - 4:30 PM |
Preserving the Attorney-Client Privilege in Liability Claims: What Captive Groups Should Know Myles H. Sonnier, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC |
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4:30 - 5:15 PM |
Closing Remarks, Awards Presentation, & Special Membership Meeting Jo Mather, Phillips 66 (TxCIA President) |
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5:30PM - 7:30 PM |
TxCIA/South Texas RIMS Happy Hour Buffalo Blue, 231 S Alamo St, San Antonio, TX 78205 Sponsored by Origami Risk |
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