Important Update:

2020 Conference Postponed

Given the ongoing uncertainty created by the COVID-19 pandemic, as well as current CDC guidance regarding large gatherings, TxCIA's Board of Directors has decided to postpone the 2020 Conference. The event will be rescheduled for later in the year. We are currently targeting dates within a September/October timeframe, with exact dates to be announced as soon as possible.

Current conference registrants will receive additional information regarding the status of their registrations. Please contact us via email with any questions. 


 

 TxCIA Members - $450 ($525 after March 9th)

Non-Members - $575 ($650 after March 9th)

Speakers - $250

Sponsoring Members: Your membership entitles you to one free conference registration.

Please contact us to request the Discount Code needed to secure your free registration.

If you are a current student interested in attending the Captives 101 Workshop and Welcome Reception, please contact us for additional information.

  Please email [email protected] if you have questions or require assistance.

  

Conference Location:

Phillips 66 Corporate Headquarters

2331 CityWest Blvd

Houston, TX 77042

 

Preliminary Schedule:

All times Central

 

Time

Tuesday, April 7, 2020

3:00-4:45 p.m.

Captives 101 (Pre-Conference Workshop)

5:00-6:30 p.m.

Welcome Reception (Houston Marriott Westchase)

 

 

Time

Wednesday, April 8, 2020

9:00-9:15 a.m.

Opening Remarks

Scott Irwin, TxCIA President     

9:15-10:00 a.m.

Captive Utilization Across Various Industries

RWFB: Jeffery Strege, Sysco

Automotive and Entertainment: David Jarusinski, The Friedkin Group

Moderator: Julie Patel, Marsh | Wortham

10:00-10:45 a.m.

Employee Benefits & Status with the DOL

Karin Landry, Spring Group

10:45-11:00 a.m.

Break

11:00 a.m.-12:00 p.m.

Recent Captive Tax Developments, Concerns & Trends

Dan Kusaila, Crowe LLP

Bruce Wright, Eversheds Sutherland

12:10-1:10 p.m.

Lunch:  Keynote speaker

Jim McIngvale (Mattress Mack)

 

 

 

 

 

 

TxCIA is excited to announce the keynote speaker for this year's conference: Jim "Mattress Mack" McIngvale! McIngvale has been involved in the Houston Community since he opened Gallery Furniture over 35 years ago. In addition to being a world-famous businessman, entrepreneur, and owner of “The World’s Most Famous Furniture Store”, Mack has been a trailblazer in helping make Houston the premier sports and medical destination it has become. Mack loves to give back to the Houston Community by giving speeches that educate and inspire on subjects as diverse as American jobs, running a business, faith & family, or being all that you can be each day.

1:15-2:00 p.m.

Texas Captive Regulation & the Audit Process

Robert Rudnai, Texas Department of Insurance

2:00-2:45 p.m.

Changing Market Conditions & Its Impact to Captives

Casualty: Brian Welch, Marsh | Wortham 

Property: Paul Chircirillo, Willis Towers Watson

FinPro: Tony Fanale, Aon

Moderator: Scott Irwin

2:45-3:00 p.m.

Break

3:00-3:45 p.m.

Emerging Risks in Captives

TBD

3:45-4:15 p.m.

Analytics Behind Captive Premium Pricing

Daniel Gibson, Oliver Wyman Actuarial Consulting

4:15-4:45 p.m.

Selecting A Captive Domicile

TBD

4:45-5:00 p.m.

Closing Remarks (Service Award)

 

 This page will be updated as additional details are finalized. 

 

 Become a Conference Sponsor:

 A number of conference sponsorship opportunities are available. Click here to view the 2020 Conference sponsor prospectus.

Visit texascaptives.org/2020sponsors to secure your sponsorship package.

 

 Conference Hotels:

  TxCIA has secured special conference room rates at the following hotels:

Houston Marriott Westchase
2900 Briarpark Dr
Houston, TX 77042
Homewood Suites by Hilton
2424 Rogerdale Road
Houston, Texas 77042