St Louis Roadshow

Schedule

1:00 – 2:00 p.m. Part 1A – Overview of Captive Insurance – Captive 101

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2:00 – 2:30 p.m. Part 1B - The Vermont Advantage

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2:30 - 2:45 p.m. Break

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2:45 – 4:15 p.m. Part 2 - Captive Owner Success Story

4:15 – 5:30 p.m. Reception

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Part 1

This session will focus on the basics of captive insurance companies; the reasons for formation, the feasibility process and key issues in putting a successful captive program together. Attendees will gain an understanding of the cost structures associated with captives and the capital requirements. A brief overview of the Vermont domicile will also be discussed.

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Part 2

The decision to form a captive insurance company is a very individualized process that reflects the unique needs and interests of that corporation, association or institution. In this session, representatives from two different types of captives will share their thought process and experiences. Presenters will also describe the captive climate and regulatory requirements in Vermont, the #1 U.S. domicile.

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If you have questions regarding captive formation and would like our speakers to discuss them, please forward your questions to VCIA Director of Education Diane Leach prior to the session. We will do our best to customize the presentation we have developed to meet any specific inquiry that is received.  Any information you can provide that will help us make this session more beneficial for you is welcomed.

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CPE/CRE/VT-CLE Credits

Part 1: 1 Credit

Part 2: 1 Credit

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Field of Study: Specialized Knowledge

Delivery Method: Group Live

Program Knowledge Level: Beginner

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VCIA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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For more information, review VCIA's continuing professional education policies.

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Who Should Attend

Those who seek insight into captives.

• Executives of companies, associations or institutions considering the formation of a captive.  
• Executives of companies, associations or institutions with captives who wish to update their knowledge or review the way in which captives are currently operating and managed.‍

‍Location

Alberici Headquarters, 8800 Page Ave., St. Louis

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