2024 VCIA Burlington Roadshow
March 27, 2024
Venue:Hilton Burlington Hotel
60 Battery Street
Burlington, VT 05401
Fee(s):This event has a fee
Join us for our upcoming regional seminar being held this March in Burlington. Registration is open to members and non-members of VCIA. 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. If you have any questions or need help registering please contact the VCIA office at email@example.com
We hope to see you there!
Location: Hilton Burlington Hotel
60 Battery St...
Organization: Aon Insurance Managers USA Inc.
Kim is a Senior Account Executive at the Captive & Insurance Management office based in Burlington, VT. Kim's role as a Senior Account Executive focuses on overseeing the day-to-day operations of the captive, ensuring financial reports and regulatory filings are accurate and timely, and being the primary contact for the client. Kim joined Aon in 2016. Kim has over 15 years of experience in various accounting roles. She has spent the past 7+ years working in captive management, serving a variety of clients in different business sectors. Prior to that, she worked in corporate accounting roles preparing monthly and annual financial statements, running year-end audits, and preparing budgets and forecasts. She also worked as a financial services sector auditor with PricewaterhouseCoopers in Chicago.
J. Zaw Win
Organization: Downs Rachlin Martin PLLC
A director in DRM’s Business Law and Captive Insurance groups, Zaw Win has a diverse practice with a focus on advising captive insurance companies and risk retention groups on matters related to organization, licensing, governance and operations. He also helps advise clients on general corporate and commercial issues, including transactional matters, corporate governance, and restructurings. Prior to joining DRM, Zaw spent 6 years as an associate in the New York office of Weil Gotshal & Manges LLP.
Organization: State of Vermont, Department of Financial Regulation
Sandy is Deputy Commissioner of the Captive Insurance Division of the Vermont Department of Financial Regulation. She is responsible for the administration and regulation of captive insurance companies and risk retention groups.
Having been with the Division since 1997, Sandy has 25 years of experience regulating captive insurance. She was appointed as Deputy Commissioner effective September 1, 2022, after serving as a principal staff member to her predecessor for 14 years.
Sandy is a Certified Public Accountant, Certified Financial Examiner, a Certified Public Manager with the State of Vermont, and earned an Associate Professional in Insurance Regulation designation from the National Association of Insurance Commissioners.
In 2018, Sandy was a recipient of the Women to Watch Award presented by Business Insurance for her leadership, expertise, and accomplishments in the captive insurance industry.
The 2023 Captive Review Power 50, which recognizes the most influential professionals in the global captive insurance industry, named Sandy at #3.
Organization: State of Vermont, Department of Financial Regulation
Christine Brown is the Director of Captive Insurance with the Vermont Department of Financial Regulation, where she serves to directly support the Deputy Commissioner of Captive Insurance with strategic planning, legislative initiatives and industry outreach. Christine manages Vermont’s captive regulatory operations, including licensing and monitoring of the financial condition of captive insurers domiciled in Vermont. Christine joined the Captive Division in 2003 and has been involved in all aspects of the analysis and examination processes. Prior to joining the Captive Division, Christine spent seven years in public accounting with Johnson Lambert in Burlington, VT, specializing in captive insurance, and with Ernst & Young in Boston, MA. Christine earned a MS in Accounting and MBA from Northeastern University, and a BA in Political Science from Regis College.
Organization: University of Vermont Health Network
Dr. Sunny Eappen currently serves as the President and CEO of The University of Vermont Health Network, where he oversees 6 hospitals including The University of Vermont Medical Center, 5 community hospitals, the Home Health and Hospice resource, a pediatric hospital and a Cancer Center with over 1600 beds covering a million patients in Vermont and Northern New York State. He previously served as the Interim President and the Chief Medical Officer at the Brigham and Women’s Hospital. He previously served as Chief of Anesthesiology and CMO at the Mass Eye and Ear, and Board member at the BWH and CRICO.
Dr. Eappen earned his bachelor’s degree in mathematics and computer science from the University of Illinois at Urbana-Champaign, his MD from the University of Chicago’s Pritzker School of Medicine and his MBA from the Yale University School of Management. He completed his residency in anesthesiology at the Brigham and Women’s Hospital. Dr. Eappen has numerous published articles and is a national speaker on the utility of surgical checklist implementation in order to reduce surgical complications, optimizing OR efficiency, and change management. In addition to serving as CEO, Dr. Eappen is also Clinical Professor of Anesthesia at University of Vermont Larner School of Medicine.
Organization: CFC CI, LLC
David Fitz-Gerald is the CFO of Carris Reels, a 100% "Silver" ESOP, Employee-Owned company. Dave has been with the enterprise for 30 years and has served as Chair of The ESOP Association, President of the New England Chapter and is currently Chair of the Employee Ownership Foundation.
During his free time, Dave writes historical fiction and is a distance hiker. His 7th novel, IF IT'S THE LAST THING I DO, features a company transitioning to employee ownership during the 1970s and 80s. His latest publishing project is titled Ghosts Along the Oregon Trail.
Carris Reels founded its Captive in 2023.
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.
Organization: State of Vermont, Department of Economic Development
As Captive Insurance Economic Development Director, Brittany is responsible for the marketing and business development of Vermont’s captive insurance industry, working closely with the Department of Financial Regulation and Vermont Captive Insurance Association to strengthen the state’s reputation as the premier onshore captive insurance domicile.
Within state government, Brittany advises Vermont’s Governor and Secretary of Commerce on new captive insurance legislation and policy recommendations to assure a beneficial business environment for expansion and relocation within the state. She also works closely with Vermont’s congressional delegation, monitoring policy pertaining to the regulation of captive insurance and related financial services industries.
Brittany worked in the fields of community and economic development in the nonprofit and governmental sectors serving technology, solar, health care and child care sectors. Brittany understands regulatory systems and processes through her time with the State of Texas as a Policy Specialist for Long Term Care Regulatory Services. Most recently, Brittany worked in Austin, Texas managing Travis County’s Economic Incentive Program, where the County entered into a variety of economic incentive agreements to support businesses and further the County’s comprehensive economic development goals.
Brittany received an M.A. in Sustainable Development with a concentration in Policy Advocacy & Analysis from SIT Graduate Instit
Organization: NC3, Inc.
Melinda Young serves as Vice President of Risk Management, where she assists company leadership in the development and execution of corporate strategies for identifying, managing, mitigating and transferring risk. Melinda is also responsible for placing Alberici’s insurance program and is involved in the management of Alberici’s captive insurance companies. She oversees claims handling, trade partner prequalification and Alberici’s Subcontractor Default Insurance program. She is a Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM) with more than 30 years of experience providing insurance brokerage and risk management solutions to the construction industry. Melinda is a graduate of Webster University in St. Louis, Missouri.