Captive Insurance Programs - Seminars and Events

Captive Industry Seminars & Events


2017 Medical Captive Forum
Date: May 10-11, 2017
Where: Cleveland, Ohio

Join Roundstone Captive Participants and Advisors to learn more about plan design, wellness initiatives, biometric screening, pharmacy programs and more! The event is sponsored by HealthScope Benefits, LDI Integrated Pharmacy Services, American National, Nationwide and Health 180.

 

Click here to learn more and register

 

 

ASCEND: The Agency Growth and Leadership Summit
Date: January 26-29, 2017
Where: Nashville, Tennessee

Roundstone is proud to sponsor the ASCEND Conference at the Gaylord Opryland Hotel in Nashville, Tennessee. During the conference, Roundstone's Mike Schroeder will participate in am Innovation Interview with Nelson Griswold as well as host a roundtable discussion on Employee Benefits and Captives.

 

 

CHART Exchange Constitutional Convention
Date: October 3-5, 2016
Where: Baltimore, Maryland

 

Nearly 300 insurance professionals are gathering in Baltimore, Maryland this week for the annual CHART Exchange event. Roundstone President Mike Schroeder joins the conference to participate on a panel of experts discussing Managing General Agencies. The panel will review strategies for implementation of sales training for both underwriters and sales professionals. Learn more about the conference here.

 

 

ASCEND: The Agency Growth and Leadership Summit
Date: January 21-24, 2016
Where: Nashville, Tennessee

Roundstone is proud to be a platinum sponsor at the ASCEND Conference at the Gaylord Opryland Hotel in Nashville, Tennessee. During the conference, Roundstone will host a roundtable discussion on Employee Benefits and Captives for all attendees to learn more about Roundstone’s captive solutions.

 

 

2015 Roundstone Medical Captive Forum
Date: August 25-26, 2015
Where: Cleveland, Ohio

 

Join Roundstone Captive Participants and learn the latest Best in Class strategies from speakers who will discuss cost containment strategies aimed at reducing your health care spend. We will host speakers from Bravo Wellness, HealthScope, LDI and Meritain.

 

For more information, click here.

For our first speaker profile, click here.

 

 

Axial Benefit Group's Healthcare Reform Seminar:

Countdown to the ACA: The Local Impact of the National Healthcare Reform
Date: October 23, 2014 | Time: 8:00AM
Where: Newton Marriott, 2345 Commonwealth Avenue, Newton, MA 02466

 

Roundstone's President, Mike Schroeder, will be a member of a panel discussing ACA and the ever-changing insurance industry. He will share his perspective and solutions to the ever-changing laws and challenges employers face.

 

 

HR.COM: A Look Behind the Red Curtain at an Insurance Company
Date: July 22, 2014 | Time: 1:00PM
Where: Elearning Session

 

Roundstone's David Konrad and Clark & Lavey's Al Carlson will review the landscape of the health insurance market place in the United States and look at the trend in pricing, employer’s earnings, and the current and future regulatory environment before, “We Pay Attention to that Man Behind the Curtain!” The “Man” in this scenario is the health insurance company or carrier.

 

To hear the podcast of the presentation, click here.

 

 

Captive 101 - Northeast Ohio Health Underwriters Association
Date: May 21, 2014 | Time: 8:30AM
Where: Brecksville Community Center, Brecksville, OH 44141

 

Roundstone's Gene Pompili will be presenting a continuing education course through the NEOHUA centered around Captive 101. Join Gene in the disussion and explore the captive concept, the benefits and the strategies.

 

 

 

 

Stop Loss Captive Programs - SIIA Roundtable Discussion
Date: October 23, 2013 | Time: 1:45-3:00PM
Where: SIIA National Conference & Expo, Chicago, IL

 

Roundstone's Don McCully will be a panelist for a SIIA Roundtable Discussion. Focus will be stop-loss captive programs (also known as employee benefit group captives). The ACA is prompting an increasing number of smaller and mid-sized employers to consider self-insured group health plans and stop-loss captive programs can help facilitate thistransition.

 

SIIA has become the recognized industry leader in this fast-growing captive insurance market niche and the session speakers for this topic area will be many of the industry’s top thought leaders. Additional sessions will focus on 831b captives, which is another growth area.

 

 

The Essentials of a New Business Venture
Date: October 5, 2013 | Time: 915AM
Where: Cleveland-Marshall College of Law, Cleveland, Ohio

 

CMLAA-CLE seminar - The Essentials of a New Business Venture: his program will focus on the fundamentals of starting a new business venture from creating and executing a business plan to forming your core team of personnel. It will emphasize and address why implementing a marketing strategy is essential and provide valuable resources to help plan for growth and success. Also, the program will discuss how corporate formations for start-up businesses
work and the principles of raising capital. Lastly, the program will provide insight and practical advice in executing successful exit strategies for privately held businesses.

 

Presenters are Roundstone's Michael Schroeder (Chair) with David D. Black and Neil Whitford.

 

 

Exploring Cell, Group & Small Captives vs. Traditional Captive Vehicles
Date: June 24 | 2pm
Where: Captive Insurance Landscape Half Day Event

 

Presenters are Roundstone's Vice President, Don McCully, and Wayne Crowther of Odell Studner will be discussing captives and your business as part of the the half day event at the Westin Jersey Shore, Newport, NJ.

 

Learn more about group captives, how companies can use captives to their advantage, and how formation works.

 

 

Union Carve Out and Other Unique Programs
Date: May 30 | 2pm
Where: SIIA's 15th Annual Self-Insured Workers' Compensation Executive Forum

 

Presenters are Roundstone's Vice President, Don McCully, and Marc R. Poulos, Executive Director and Counsel of the Indiana, Illinois and Iowa Foundation for Fair Contracting.

 

Unions have acknowledged that with rising workers’ compensation costs and a weak economy that they can help increase employment of their membership by helping management cut costs. The panel of speakers, who work with union programs across several different states, will explore the history, operation, and success of these programs, and how these programs may be of even greater value to the self-insured employer.

 

 

 

Starting a New Business Venture
Date: December 15, 2012 | 9am
Where: Cleveland-Marshall College of Law, Cleveland, Ohio

 

CMLAA-CLE seminar - Starting a New Business Venture: This program will focus on the basics of starting a new business venture from formation to executing the business plan. Presenters are Roundstone's Michael Schroeder with Steven M Auvil (Chair) and Peter K. Shelton.

 

 

SIAA International Conference
Date: June 7-9, 2011
Where: Marriott Toronto, Downtown Eaton Centre - Toronto, Canada

Where top experts share knowledge...

Clearly one of most significant business trends over past several years has been an increased focus on globalization. And as this trend has taken hold, self-insurance/alternative risk transfer solutions are being developed to respond to the specific needs of companies whose operations reach beyond specific geographic borders. Come join SIIA in Toronto where several of the industry’s top experts share their knowledge on helping companies with international risk management needs understand the self-insurance solutions available to them. This event will also provide unique networking opportunities for companies interested in establishing strategic partnerships with global reach.

 

 

 

Health Care Administrators Association (HCAA)
Date: Thursday, July 14, 2011 | 1:50 - 3:00 PM
Where: Hilton San Diego Bay Front - San Diego, California


Reasons to be Held Captive...

For years, large companies have used alternative risk transfer strategies to reduce insurance costs, lower their risk profiles, and optimize tax savings. These benefits are now available to agencies, middle market companies, and groups & associations. Learn the reasons why you should be held Captive! Our own Mike Schroeder will be speaking. Check back for more details!

 


SIAA National Education Conference and Expo
Date: October 9-11, 2011
Where: J.W. Marriott Desert Ridge Resort & Spa - Phoenix, Arizona

Shaping the future of self-insurance...

The SIIA National Conference & Expo is the world’s largest event focused exclusively on the self-insurance/alternative risk transfer marketplace and typically attracts more than 1,600 attendees from around the United States and from a growing number of countries around the world.

 

Consistent with the theme of this year’s conference – Innovation Shaping The Future of Self-Insurance – SIIA has assembled a truly impressive collection of speakers who will share their expertise on the most innovative strategies to effectively manage all types of self-insured programs. Our own Mike Schroeder will be speaking at this prestigious conference. Check back for more details!

 


Self Funding Conference
Date: October 26-28, 2011
Where: Marriott Renaissance Schaumburg Convention Center Hotel - Chicago, Illinois

Second Annual Self-funding Conference...

The 2nd Annual Self Funding Employer Healthcare and Workers Compensation Conference (SFEHWCC) is the only conference in the industry that brings together all the players in the industry, from employers and benefits managers, to TPA's, PBM's, Reinsurers, MGU's, Brokers, agents and consultants. SFC empowers employers and allows them to voice their needs in a forum where they will be heard. Check back for more details!