2023 VCIA Annual Conference
August 7 10, 2023
Venue:DoubleTree by Hilton Hotel and Conference Center
870 Williston Rd
South Burlington, VT 05403
Fee(s):This event has a fee
Enjoy top-quality captive education, access to industry leaders & networking opportunities with hundreds of professionals. Meals included in registration fee. For Full Conference Pass registrants, please only register for one session per time slot.
Organization: State of Vermont, Department of Financial Regulation
As Chief Analyst, Stacey Alden is charged with co-managing the Captive Division's examination/analysis team and overseeing Vermont licensed captives, including risk retention groups. Stacey is responsible for oversight of the analysis function including maintaining risk focused analysis processes, training and ensuring accreditation standards are met. Stacey has accumulated twenty-two years of captive insurance industry experience as a regulator, captive manager and auditor. She is a member of the American Institute of Certified Public Accountants, Vermont Society of Certified Public Accountants and Society of Financial Examiners (SOFE). Stacey is on SOFE’s Board of Governors, Examination’s Committee and Nomination’s Committee. Additionally, she serves as Vermont’s SOFE State Chair.
Organization: Milliman, Inc.
Amy is a Principal and Consulting Actuary with Milliman, Inc. She provides strategic consulting with respect to the formation, ongoing operation and valuation of alternative risk financing vehicles, including self-insurers, captive insurance companies, risk pools and risk retention groups. Her areas of expertise include casualty insurance pricing and loss reserving, financial modeling and capital evaluation, and management reporting and benchmarking. Areas of insurance covered include workers’ compensation, general liability, products liability, auto liability, employment practices liability, asbestos liability and professional liability. Amy also reviews captive and risk retention group applications for the Vermont Department of Financial Regulation. She is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries. She is also a Member of the Casualty Practice Council and the Council on Professionalism of the American Academy of Actuaries.
Organization: Paul Frank + Collins P.C.
Dave Angus is a member of the captive insurance team at Paul Frank + Collins P.C., a law firm in Burlington, Vermont. He has advised captive insurance companies and risk retention groups for the past 17 years, gaining a deep understanding of the many legal and regulatory facets facing these companies. He is active in the captive insurance industry serving on the legislative committee of VCIA since 2007. Dave has twice chaired this committee. Prior to joining PF+C, Dave pursued a career as a transactional attorney in firms in Boston and Vermont. For the last decade, Dave owned and operated a firm he founded in Vermont. Dave holds a B.S. from Boston College, a J.D. from Tulane Law School, and an LL.M. in taxation from Boston University School of Law. Dave is admitted to practice law in Vermont and Massachusetts.
Organization: Agile Premium Finance Captive Specialists
Dan began his career in the insurance premium finance industry in 1994 by forming the first premium finance company that catered specifically to the local San Diego independent insurance agency market. He manages TPA services for several national premium finance programs on behalf of bank-owned premium finance companies and facilitates numerous group and pure captive transactions. He’s also an expert in licensing and has a thorough understanding of regulatory compliance requirements in all 50 states.
Organization: AM Best
Daniel, a graduate of DeSales University, began his career working at AM Best in 2005. Initially, Daniel serviced the insurance industry within the information services sector, then in 2020 transitioned into business development under the Rating Services division. Daniel works with various insurance companies, with a primary focus on captive insurance companies. Daniel is responsible for analyzing a companies’ portfolio to guide the company in the initial process of obtaining a rating from AM Best.
John is Performa’s Head of Business Development responsible for leading the firm’s new business development and marketing effort by cultivating relationships with captive managers, captive insurance companies and industry service providers. He has been a conference task force member for various captive insurance associations over the years and is a part of CICA’s Membership Committee. Prior to joining Performa in 2014, he was a Treasury Analyst at UVM Medical Center. He has extensive investment management experience as a fixed income product manager, including 10 years with Standish Mellon Asset Management in Boston followed by similar roles at Dwight Asset Management and Sentinel Investments. John graduated from Lafayette College with a double major in International Affairs & Spanish and earned an M.S. in Investment Management from Boston University’s School of Management.
Organization: Advantage Insurance Management (USA) LLC
Christina Kindstedt entered the insurance industry in 2003. She has extensive experience forming and managing captives, cells, Risk Retention Groups (“RRGs”), and Risk Purchasing Groups in various industries. Her clientele ranges from Fortune 500 to non-profits, and are located in and outside the US. For companies that consider captives, Christina conducts feasibility studies and formation services. For companies with existing captives, Christina provides strategic review, expanded use analysis and improvement plans. She has developed and implemented detailed underwriting, financial control and claims administrative procedures for her clients. She is a frequent speaker at industry events and has published several white papers on insurance. She serves on the Board of Directors for the National Risk Retention Association and a number of captive insurance companies. Before founding Advantage Insurance’s office in Vermont in 2017, Christina spent 14 years with the world’s 3rd largest brokerage firm where she built and led its RRG practice and service team.
Matt Kunish is the Chief Business Development Officer at RiverStone, a group of insurance, reinsurance and service companies specializing in the acquisition and management of legacy business and captive insurance liabilities. With over 30 years of insurance industry experience, Matt leads the Business Development unit of the Acquisitions, Actuarial, Data Science and Analytics groups. Prior to RiverStone, he worked at Crum & Forster for 10 years, the last six years as Chief Actuary. Before that Matt was a consulting actuary for Milliman Inc. for 5 years in New York, working on a variety of consulting assignments in the US and Europe. He began his career as a consulting actuary for Deloitte (formerly Bacon & Woodrow) in London. Matt earned a b.s. with honors in mathematics and economics from the University of Bristol.
Organization: Pinnacle Actuarial Resources, Inc.
Danny Linton is a senior consulting actuary with Pinnacle Actuarial Resources working remotely from Nashville, TN. He has been in the property/casualty industry since 2005 and his work has been focused on loss reserving, loss forecasting, captive feasibility studies, capital modeling and cost allocation mechanisms. Specifically, his expertise involves analyses of self-insureds, public entity risk pools and captive insurance companies. He currently serves on the American Academy of Actuaries Workers Compensation Committee and the Actuarial Standards Board Casualty Committee of the Casualty Actuarial Society.
Organization: AI Insurance
Cameron is the CEO of AI Insurance, which makes a modern cloud-based software platform specifically for running captives and Risk Retention Groups. Cameron is a Northwestern graduate, and has been awarded for his research in human-computer interaction. With a background as a cognitive software engineer at IBM, Cameron is focused on bringing a data-centered approach to the insurance space so that companies can unlock the potential of AI.
Organization: Johnson Lambert LLP
Elyssa Nagle, CPA, ACI is a Principal in the Burlington, Vermont office of Johnson Lambert LLP. Her responsibilities consist primarily of providing audit services to various insurance entities. Since joining the firm in 2014, Elyssa has worked with a wide variety of commercial insurance companies, captive insurance companies, risk retention groups and other alternative risk companies. Elyssa is also actively involved in the Vermont Captive Insurance Emerging Leaders (VCIEL) group.
Organization: PMA Companies
Jeff Packard has over 40 years of expertise in the insurance industry, with an emphasis in the marketing and sales of alternative risk transfer products coupled with an expertise in the underwriting arena. He is an Assistant Vice President for the Captive Division of The PMA Insurance Group, a multi-lines property and casualty carrier with a specialty in workers’ compensation. Since 1990, Jeff has worked in the alternative market area, including serving as Senior Regional Vice President for Mutual Risk Management, a Bermuda-based company that specialized in providing for Fortune 500 companies, captives and rent-a-captive solutions for their insurance needs. He continues to teach underwriting and financial classes for insurance professionals, and lectures at The Fox Business School of Temple University, in Philadelphia.
Organization: Opus Investment Management
Kevin joined Opus Investment Management in 2017 and leads the sales and marketing efforts as the Director of Business Development. He has over fifteen years of industry experience, thirteen of those years have been within business development. Prior to joining Opus, Kevin was with Symmetry Partners as an Advisor Services Consultant and worked in Business Development roles with F-Squared, MetLife & Travelers Life & Annuity.
Organization: HDI Global Insurance Company
Jason Tyng is the Vice President and Captive Lead of the US Captive Solutions Group for HDI Global Insurance. Prior to Joining HDI, Jason spent 7 years in the risk management space, handling placement of both international and domestic programs for large multinational companies. In the 10 previous years, Jason held various commercial underwriting positions including underwriting alternative risk financing and single parent and group captive business. Jason is a graduate of the University of Maryland with a b.s. in Political Science.
Organization: edRISK Sponsored Captive
As President and CEO of edHEALTH, LLC and its stop-loss captive Educators Health Insurance Exchange, Tracy is also the current Board Chair on the Vermont Captive Insurance Association Board of Directors.
Recognizing the financial challenges of schools nationwide, Tracy played a leading role in launching edHEALTH, a consortium of educational institutions coming together to save money on insurance costs and improve the healthcare experience for faculty and staff. Now in its tenth year, edHEALTH continues to grow in member schools under Tracy’s strategy, vision and leadership.
Tracy brings a unique strategic perspective to human resources and finance at educational institutions. She’s a self-describing recovering Human Resources Officer, serving 17 years as Vice President of Human Resources at Worcester Polytechnic Institute and past president of Southern New England CUPA (2012-2013). She is an alumna of Roger Williams University and lives in Bristol, RI, with her husband and their two labs.
Organization: Pinnacle Actuarial Resources, Inc.
Aaron brings considerable experience in assignments involving loss reserving and statements of actuarial opinion, funding studies, loss cost projections, captive feasibility studies, and personal and commercial lines ratemaking. Aaron also previously lectured in mathematics at Illinois State University, and is an honorably discharged sergeant and combat veteran of the United States Marine Corps.
Organization: Vermont Captive Insurance Association
Kevin Mead is the President of the VCIA, the largest captive insurance trade association in the world. VCIA leads the industry in educational and networking opportunities, as well as legislative advocacy on the state and federal levels. Kevin became President of the VCIA in early 2022 and has a wealth of association management and financial experience that demonstrates his leadership ability. Prior to VCIA, he engineered a merger of three global independent accounting associations and forming PrimeGlobal, which represented 2,000 partners and 14,000 employees in 90+ countries. Holding two master’s degrees related to association management and finance, Kevin plans to build out the captive industry’s flagship conference, increase VCIA membership and membership value, and evolve the organization amid the current pandemic and economic challenges.
With over 25 years at the firm, Jason’s primary responsibilities include service in all facets of captive consulting and captive management engagements ranging from risk retention groups, group captives and pure captive programs. Throughout his career, Jason has handled a significant portfolio of captive insurance companies (pure and group) with services involving accounting, underwriting and regulatory compliance. He has helped implement many new captive programs in several US captive domiciles. Jason also serves as a member of the Board of Directors and as an Officer of many captive insurance companies. In his current role, Jason is responsible for the US captive management t team, serves as project lead on several captive consulting engagements and is the lead client executive on a portfolio of captive insurance companies (pure and group).
Jason joined Willis Corroon Management (Vermont), Ltd. after graduating summa cum laude from Champlain College in Burlington, Vermont, with a B.S. in accounting. Jason is a Certified Public Accountant licensed in the State of Vermont and is a member, in good standing, with the American Institute of Certified Public Accountants. Jason is also a licensed property & casualty insurance producer in several US states. He is an active Board of Director member for the Vermont Captive Insurance Association (VCIA) and International Center for Captive Insurance Education (ICCIE).
Organization: Marsh Captive Solutions
Maigh Wright’s aim as a consulting actuary in the Property & Casualty field is to provide valuable insight into the risk management practices of my clients. Her experience includes loss reserving, ratemaking, and data analysis for a variety of client types including multiline property and casualty insurers, captives, self-insurers, risk retention groups, reinsurance pools, and state insurance departments. She was an Associate Actuary at Milliman for ten years before assuming her current role, in 2020, as Marsh’s Vice President & Actuarial Consultant.
Organization: Lake Champlain Chocolates
Eric Lampman has a passion for food culture. It emerged from watching his parents cook at home, pulling up garden carrots as a kid, and tasting new foods traveling abroad. Along the way, he developed a curiosity for the methods that create flavor and the people behind those methods.
As a member of the Research & Development team at Lake Champlain Chocolates, Eric traveled to cacao farms in the Dominican Republic in 2009. Meeting with farmers and learning the agricultural practices that shape the raw material for his family’s business ignited a new interest. This experience was pivotal in defining the company’s focused commitment to organic and fair-trade sourcing. Social and environmental sustainability and the connection to where food comes from are significant values personally and in his work. Today, as an owner and President of Lake Champlain Chocolates, he leads the company of more than 100 employees with a dedication to product innovation and integrity, while reinforcing the company’s employee culture and brand.
About Lake Champlain Chocolates
Since 1983, Lake Champlain Chocolates has worked in pursuit of extraordinary chocolate moments™. As a pioneer in the American chocolate movement, the Vermont chocolate company strives to create only the best-tasting chocolates imaginable. In the early days this meant sourcing the highest-quality fresh, local ingredients and never using preservatives or artificial flavors.
Today, the second-generation, family-owned co