September 28-30, 2026
The Mills House
115 Meeting Street
Charleston, SC 29401
New to the Captive Industry or just need a refresher? Register for Captive Academy on September 28. Sponsored by Strategic Risk Solutions.
This interactive seminar covers definitions and types of captives and the benefits and requirements of each type. Attendees will learn why and when to consider captives and the differences in captive, self-insurance and traditional insurance.
The research, establishment and management of a captive will be covered as well as reporting requirements for the regulator and owners. Attendees will learn about the pre-feasibility study, stakeholder education, strategies, funding, capital and collateral requirements, banking, investments, attorneys’ roles, and ownership structure.
SCCIA Members - Provide a Benefit for Your Captive Client!
Each SCCIA service provider member is allotted a complimentary Captive Academy registration for a representative from a captive insurance company that is a prospective member of the SCCIA. This is the perfect way to introduce your client or prospective client to the SCCIA, South Carolina state regulators, and similarly situated professionals. Contact the SCCIA office to register.
Special Offer for Captive Owners - BOGO for Captive Owners: The 1st captive owner pays a registration rate of $595 and the registration for the 2nd owner from the same organization is comped. Those eligible for this captive owner special registration are defined as employees of the parent corporation that currently is insured by a captive or is considering forming a captive. Captive management firms that sponsor/own cell captives do not qualify.
Online Registration is closed. You may download the registration form and bring it to the registration desk at the conference venue.
Check back often for updated program details.
Monday, September 28
11:00AM-4:00PM
Captive Academy
Sponsored by Strategic Risk Solutions
4:30PM
SCCIA Annual Meeting
SCCIA Members Only
5:00-6:30PM
Tuesday, September 29
7:00-8:00AM
Breakfast with the Exhibitors
Sponsored by AON
8:00AM
Welcome
David Ward, SCCIA President
SC Legislative Update
Senator Sean Bennett, Member, SC Senate Banking and Insurance Committee
Steven Gilbert, Research Director, SC Senate Banking and Insurance Committee
Domicile Update
Michael Wise, Director, SC Department of Insurance
Andy Noga, Director of Captives, SC Department of Insurance
9:20AM
Demystifying Captives: From Concept to Operation
Peter Dysart, Primmer Piper Eggleston & Cramer
Deiter Ludwig, Marsh Management Services
Maigh Wright, Marsh Management Services
10:20AM
Building a Better Benefits Captive: Our Journey to Launching a Protected Cell Facility
Tonya Crawford, Crumdale Specialty
Paul Macey, USA Risk
Mike Holthaus, Crumdale Specialty
11:10AM
From Banking to Investing: The Modern Financial Ecosystem of Captive Insurance
Michael Corbett, Pinnacle Financial Partners
Carl Terzer, CapVisor Associates
12:00-12:45PM
12:45-2:00PM
Awards and Keynote Luncheon - Betting on Yourself: Knowing the Risks, Optimizing Efficiency, and Maximizing Teamwork for Record Setting Results
Jennifer Pharr Davis
Sponsored by TD Bank
2:30PM
Should you Consider Getting your Captive Rated?
Kathryn Marsh, Somers Risk Consulting
Rick Quagliaroli, Forestry Insurance Company of the Southeast
Christopher Baumann, AM Best
3:20PM
Harmonizing the Pillars
Courtney Dohtery, Hylant
Kim Guerriero, Milliman
Will Motley, Johnson Lambert
8:00PM
Wednesday, September 30
7:00-8:00AM
Breakfast with the Exhibitors
Sponsored by Pinnacle Actuarial Resources
8:00AM
Bringing AI into the Captive Insurance Board Room
Tom Brumgardt, Nelson Mullins
Chris Stormer, DSQ Partners, Inc.
8:00AM - 9:00AM
SCCIA Captive Managers Roundtable with SCDOI Captive Director
By invitation only
8:50AM
Evolving for Strength – Strengthening Captives and RRGs Through Strategic Collaboration
Gary Greene, Raymond James
Jennifer Haskell, Risk Services Companies
Al Rhodes, Sigma Actuarial Consulting Group
TJ Strickland, Stickland Hardee
Amy Wilds, CBCS
10:10AM
Captive Tax Deep Dive
Doug Butler, Womble Bond Dickinson
Ben Glenn, Smith + Howard
Kristen Lawler, Crowe
10:50AM
How to Attract the Next Generation of Young Professionals
Kendall Guthrie, Brown & Brown
Tonya Crawford, Crumdale Specialty
Ryan Koel, Johnson Lambert
12:00PM
Conference Adjourns
12:00PM
SCCIA Board Meeting
Location: Middleton Room