Session Type: Seminar
Session Capacity: N/A
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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 2022 Captive Review Power 50, which recognizes the most influential professionals in the global captive insurance industry, named Sandy at #9.
Organization: State of Vermont, Department of Financial Regulation
As Director of Captive Insurance, Christine manages Vermont’s captive regulatory operations, licensing and monitoring 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: Marsh Captive Solutions
Rocco Mancini is a consultant with Marsh’s Captive Advisory Group. Rocco assists clients in the U.S. and globally with the feasibility and organization of single parent captives, as well as risk retention groups and Rent-A-Captives. Rocco also participates in captive strategic reviews for clients that already have captives.
Rocco joined Marsh Captive Solutions in 2015. He has successfully assisted clients with determining the feasibility of new captive programs and performing strategic reviews to optimize existing captive programs. Prior to joining Marsh, Rocco was a multinational pooling and captive analyst with MetLife, Inc. Rocco has a BS in Health Care Management from the University of Connecticut and an Associate in Risk Management (ARM).
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 industries. 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 a MA in Sustainable Development with a concentration in Policy Advocacy & Analysis from SIT Graduate Institute and a BA in Political Science from the University of Vermont.
Organization: Ernst & Young
For over 17 years, Mikhail has been advising global, multinational and regional Life, Property & Casualty, Health/BCBS, Financial Guarantee and Captive Insurance clients (and Captive Insurance owners). Some of the areas where he has advised clients include all aspects of domestic and global tax accounting and financial reporting (GAAP, IAS and SSAP), Domestic and International tax planning, structuring, and tax financial forecasting and Captive Insurance and alternative risk financing structures.
Mikhail is member of EY Global Captive Network and is the Co-Leader of EY Americas Captive Insurance Services, a practice of over 40 professionals in the Americas across tax, consulting, risk, and actuarial service lines that comprise EY's Captive Insurance Services practice.
He holds a BBA from Baruch College and an MS from Fordham Gabelli School of Business.
Organization: Marsh USA, Inc.
Mike is a Managing Director in the Captive Solutions Group and resides in Marsh’s New York City and Norwalk, CT offices. He is the Americas Sales and Advisory Leader for the US, Canada and LatAM. Mike leads a large Team of technical sales and advisory colleagues who all assists clients in the U.S.and globally with the feasibility and organization of single parent captives, as well as risk retention groups and Rent-A-Captives. Mike participates in captive strategic reviews for clients that already have captives. Mike is frequently involved with reviewing merger and acquisition transactions where there are one or more captive subsidiaries and advises on various issues. He handles a wide range of consulting services surrounding various captive issues and concerns, such as capitalization levels, new coverages, tax concepts, captive investment opportunities, and cost savings. Mike’s industry focus areas include privately held companies, financial institutions, life sciences, higher education, retail, manufacturing, and power and utilities. Mike speaks at various industry seminars and conferences, as well as conducts training classes within the Marsh Captive Solutions Group. He is a frequent speaker at various industry and insurance conferences. Mike also is influential in preparing the Marsh Captive Solutions Captive Benchmarking publication, which is well known as an industry respected publication.
Prior to joining Marsh, Mike was a senior tax associate with KPMG, LLP, a Big 4 accounting firm. During that time Mike was the primary senior associate responsible for legal and tax consulting work, specifically relating to consulting on tax matters for captive insurance companies and commercial insurance companies. Mike graduated with a JD from Western New England