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The SCCIA 2026 Annual Executive Educational Conference

September 28-30, 2026

2026 Annual Executive Educational Conference

SCCIA Annual Executive Educational Conference

September 28-30, 2026

The Mills House

115 Meeting Street

Charleston, SC 29401

Captive Academy

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.

Registration

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.

Early Bird
Prior to June 30
July 1 to
Sept. 20
Sept. 21 to
Onsite
Captive Academy Member / Captive Owner
$225
$250
$250
Captive Academy - Non-member
$300
$350
$500
Conference Registration
Member
$700
$900
$995
Member - Additional Registration
$550
$600
$695
Non-Member
$950
$1,195
$1,395
Captive Owner
$595
$595
$595
Government Rate
$300
$300
$325
Guest Pass
$125
$125
$125

Online Registration is closed. You may download the registration form and bring it to the registration desk at the conference venue.

Cancellation Policy: Written cancellations received on or before August 8, 2026, will receive a refund of 50%.
All cancellations received after August 8, 2026 are not eligible for a refund; however, substitutions are permitted.

2026 Conference Sponsors

Aon
Artex
Hylant
Marsh
Pinnacle Actuarial
Pinnacle Financial
Risk

2026 Annual Executive Educational Conference Schedule

Program

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

Welcome Reception

Location: The Mills House

Sponsored by Smith + Howard

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

Mimosa Mix and Mingle

Location: Queens Street Gallery

Sponsored by Centaur Risk Partners

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

SCCIA After Party

Location: Blind Tiger Pub

Sponsored by Johnson Lambert and Performa

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

South Carolina Captive Insurance Association

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