RIMS 2009 Sessions Guide - (Page 21) fINaNCE 365 Days of Captivity—A Survivor’s Guide to Operating a Captive (FIN202) Tuesday, 9:00 am - 11:30 am What happens in the annual lifecycle of a captive? Who is responsible for doing what? How can processes be streamlined? What resources are required? The answers to these questions are vital to the successful operation of a captive, but rarely covered in captive presentations. Walk through the annual requirements, from pre-renewal planning to final audit. Share in the experiences of current captive owners and managers and learn the expectations of the regulators. Gain an excellent understanding of what to expect, best practices to adopt and how to budget internal time and expense when managing the daily operation of your captive. Jeffrey W. Huebner Director, Risk Management California State Auto Association Alison Quinlivan, FCII Managing Director, Business Development, Americas Aon Global Insurance Managers Dana Sheppard Associate Commissioner Department of Insurance, Securities and Banking William M. Zachry Vice President, Workers Compensation Safeway Inc. Capital Management for the Risk Professional (FIN103) Wednesday, 10:45 am - 12:15 pm The credit crisis is forcing companies to pay close attention to capital deployment. Risk professionals are feeling the pinch as you seek to structure insurance programs that take into account this new reality. Understand the issues and constraints surrounding capital and how your risk financing decisions affect the firm’s capital structure. Discover practical approaches to drive meaningful results and join the interactive panel discussion on the relationship between the balance sheet and risk management decisions, lowering the cost of reserve collateralization, leveraging captive surplus, the interaction between capital, insurance and retained risk and accessing alternative forms of capital. Lanette Frostestad Senior Director, Risk Management McKesson Corporation Glenn Weber Managing Director Aon ERISA in Captives—The Real Benefits (FIN201) Tuesday, 2:15 pm - 3:45 pm For almost a decade, the topic of placing Employee Retirement Income Security Act (ERISA) benefits into a captive has been heralded as a milestone in the development of the industry, but fewer than twenty companies have proceeded down this route. Hear from two organizations —one a forerunner in the field, and one new to the idea—that have successfully implemented programs. Examine case studies of the decision-making process, how the programs were implemented and the ongoing results. Find out if this is a path for your company. Peter A. Joy, ARM Executive Vice President Aon Insurance Managers Michael Lusk, ARM, CPCU Vice President Archer Daniels Midland Company Christina N. Reisinger, ARM Director, Risk Management Cephalon, Inc. FINANCE Associate in Risk Management 56 Review Session (FIN200) Wednesday, 9:00 am - 11:30 am At this final review session for the national Associate in Risk Management (ARM) 56 exam we focus on helping you understand the more challenging areas of the course. Advanced preparation in the ARM 56 course, Risk Financing, is recommended for the fullest benefit from this session. Michael W. Elliott, CPCU Assistant Vice President American Institute for CPCU and Insurance Institute of America Register now at www.RIMS.org/RIMS2009 21 http://www.RIMS.org/RIMS2009
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