NRRA National Conference 2025

10:30 am-12:30 pm Conference Registration

11:45 pm – 1:00 pm Orientation Lunch:   Welcome and Introductions

• Tina Truax -McCuin, Private Wealth Financial Advisor Managing Director – Investments, Wells Fargo Advisors , NRRA Chair

• Joseph Deems, Executive Director, National Risk Retention Association

1:00 pm – 1:50 pm The Antithesis of AI - What Our Tech is Not Supposed to Do

• John Ellis, US President, Codethink, LTD

1:50 pm – 2:40 pm Navigating the Life Cycle of a Risk Retention Group: Insights from Actuaries and Managers

• Michael C. Meehan, Principal, Milliman, Inc.

• Chris Schubert, Senior Consulting Actuary, Pinnacle Actuarial Resources, Inc.

• Sydney McIndoo, Chief Actuary, CedarStone Actuarial

• Michael Coulter, Deputy Managing Director, AON

2:40 pm – 3:00 pm Networking Break

3:00 pm – 3:50 pm Update on Developments in D&O Claims

• Shawn Dewane, Investment Management Consultant, Dewane Investment Strategies

• Jennifer Hamilton, President & CEO, NAMIC Insurance Company, Inc.

• Erica Sandner, Underwriting Director, Brokers' Risk, a division of One80 Intermediaries

• Christine Pecha, Brokers' Risk, a division of One80 Intermediaries

3:50 pm – 4:40 pm Avoiding Hidden Bias: Mitigating the Risks of AI tools in Claims Handling & Underwriting

• Sara Schroeder, Managing General Counsel, Allied Professionals Insurance Services

• Geoffrey Miller, Executive Risk Management Consultant & Attorney, Custom House Risk Advisors

• Neil B. Posner, Principal, Much Shelist PC

• Lydia Floyd, Founder, ContractScope

4:40 pm – 5:30 pm Reinsurance Issues

• Michael Schroeder, Chairman and Founder, Allied Professional Insurance Company

• Ted Davey, Account Executive, Program Solutions – Reinsurance, Gallagher Re

• Kent Larson, Branch Manager, Faculty Casualty, Gen Re

• Steve McElhiney, Partner, Augment Risk

5:30 pm – 6:30 pm Welcome Reception

8:00 am – 9:00 am Networking Breakfast - Annual Meeting of Members

9:00 am – 9:50 am The Cyber Risk Playbook for RRGs: Coverage, Contracts, Controls, Claims, Costs & Countermeasures

• Sara Schroeder, Managing General Counsel, Allied Professionals Insurance Services

• Angela Elbert, Partner, Neil, Gerber & Eisenberg, LLP

• Melvin Osswald, VP, Program Underwriting, Tokio Marine HCC – Cyber & Professional Lines Group

• Latosha Ellis, Partner, Hunton Andrews Kurth LLP

9:50 am – 10:40 am Economy & Investments

• Leon L. Rives, II, Chief Visionary Officer, RH CPAs, PLLC

• John Saf, Portfolio Manager, Calamos

• Greg Cobb, Director of Insurance Solutions, Sage Advisory Services

• Carl Terzer, Principal, Cap Visor Associates, LLC

10:40 am – 10:55 am Networking Break

10:55 am – 11:50 am Regulators Panel No. 1 - Current Issues

• William White, Managing Principal, Acuity Strategic Consulting

• Sandy Bigglestone, Deputy Commissioner, Captive Insurance, State of Vermont Dept. of Finance Regulation

• Christine Brown, Director of Captive Insurance, State of Vermont Dept. of Finance Regulation

• Steve Kinion, Captive Insurance Director, Oklahoma Insurance Department

11:50 am–12:40 pm Luncheon and Presentation of Karen Cutts Award 

12:40 pm –  1:25 pm KEYNOTE SPEAKER – Scott Colbert (Economist)

1:25 pm – 2:15 pm Forming an RRG via AI

• Anne Marie Towle, CEO-Global Risk and Captive Solutions, Hylant

• Robert J. Walling III, Principal & Consulting Actuary, Pinnacle Actuarial Resources, Inc.

• Cameron MacArthur, CEO, AI Insurance

2:15 pm – 3:05 pm Regulators Panel No. 2: Navigating Regulation Together

• Dan Petterson, Director of Captive Examination, State of Vermont – Department of Financial Regulation (DFR)

• Tim Herr, Risk Management Officer, Recreation Risk Retention Group, Inc.

• Kevin Doherty, Partner, Dickinson Wright, PLLC

• Multiple Regulators attending

3:05 pm – 3:20 pm Networking Break

3:20 pm – 4:00 pm Breakout Roundtables

• Round Table 1: London Reinsurance

• Round Table 2: Domestic Reinsurance

• Round Table 3: Trucking

• Round Table 4: Healthcare/Long Term Care

• Round Table 5: Domestic Regulator Breakout (Invite Only)

• Round Table 6: Captive Manager Caucus (Invite Only)

• Round Table 7: New Products Development Update

• Round Table 8: TBD

4:00 pm – 4:40 pm Breakout Roundtables

• Round Table 1: London Reinsurance

• Round Table 2: Domestic Reinsurance

• Round Table 3: Trucking

• Round Table 4: Healthcare/Long Term Care

• Round Table 5: Regulators NAIC Update

• Round Table 6: Industry Misinformation about RRGs

• Round Table 7: New Products Development Update

• Round Table 8: TBD

4:40 pm – 5:30 pm Board Members and Officers Governance Training

• Shawn Dewane, Principal, Dewane Investment Strategies

• Heather McClure, Managing Partner, Helio Risk, LLC

• Jim Neubauer, Chairman, Recover Insurance Company

• Michael Corbett, Senior Vice President, Pinnacle Financial Partner

• Christina Kindstedt, President, Advantage Insurance Management (USA) LLC

5:30 pm – 6:30 pm Reception

8:00 am – 9:00 am Networking Breakfast

9:00 am – 9:50 am Disruptive Challenges Facing Transportation RRGs

• Rod Nofziger, COO, OOIDA

• Geoff Crater, President, Alpine Transportation Insurance RRG

• Alex Petrovich, Chief Operating Officer, Circle Star Insurance Co, a RRG

• Matt Holycross, Managing Member, Palmetto Consulting of Columbia, LLC

• Brian Menendez, President, Professional Transportation RRG, Inc.

9:50 am – 10:40 am Creating the Perfect BOP and Work Comp Program for Your RRG Insureds

• Michael Schroeder, Vice-President and General Counsel, Allied Professional Insurance Company

• Chris Rogers, SVP, GC Access London, Guy Carpenter & Company Ltd

• Alex Hardy, Head of Delegated Property, Beazley Syndicate at Lloyds

10:40 am–10:55 am Networking Break

10:55 am–11:40 pm Association Trends, Developments and New Strategies

• Joseph Deems, Executive Director, National Risk Retention Association

• Michael Schroeder, Vice-President and General Counsel, Allied Professionals Insurance Company, RRG

• Tim Herr, Risk Management Officer, Recreation Risk Retention Group, Inc.

• Colin Donovan, President, STICO Mutual Insurance Company, RRG

• Jon Harkavy, Of Counsel, Risk Services, LLC

11:45 pm CONFERENCE ENDS

12:30 pm – 4:00 pm NRRA Board of Directors Meeting