2015 Reinsurance Symposium Schedule

Sunday, March 1st, 2015

5:30 p.m. – 7:30 p.m.

Agent Summit Registration Open

Sponsored by:

5:30 p.m. – 7:30 p.m.

Welcome Reception: Badge Pick Up and Happy Hour

Sponsored by:

Monday, March 2nd, 2015

8:00 a.m. – 7:00 p.m.

Agent Summit Registration Open

Sponsored by:

Pre-Conference: Reinsurance Symposium
12:30 p.m. – 3:00 p.m.

12:30 p.m. – 1:00 p.m.

Meet & Greet with Reinsurance Sponsors

Sponsored by:

1:00 p.m. – 1:50 p.m.

Reinsurance Session 1

CONTROLLED FOREIGN CORPORATIONS (CFCs)

$ Join reinsurance expert and industry veteran Greg Petrowski for an in-depth review of the historical detail, structure and transition to 2015 of controlled foreign corporations (CFCs). You will learn why CFCs are a popular choice for general agents and how they work to benefit you and your dealer clients. Petrowski brings more than 20 years of technical and practical experience to the stage, including executive leadership roles at GPWA and as a high profile authority in the automotive protection product reinsurance space. At the 2012 Agent Summit, he participated in “Reinsurance for Agents,” a Q&A-style discussion that led to the creation of the Reinsurance Symposium.

Speaker

  • Greg Petrowski, Senior Vice President, GPW and Associates Inc.

1:50 p.m. – 2:05 p.m.

Refreshment Break with Reinsurance Sponsors

Sponsored by:

2:10 p.m. – 3:00 p.m.

Reinsurance Session 2

NON-CONTROLLED FOREIGN CORPORATIONS (NCFCs)

$ Spencer Re’s Brian Feldman will take the Agent Summit stage for the first time to deliver an exposé on the important and sometimes overlooked benefits of non-controlled foreign corporations (NCFCs). Feldman will explain how NCFCs are formed, reveal the technical differences among various domiciles and how they can serve as a mutually beneficial structure for general agents and dealers. Feldman began his career at an auto dealership more than 20 years ago and has found success as an insurance and reinsurance industry executive, starting with Motors Insurance/GMAC Insurance, Allstate Dealer Services and continuing with Spencer Re, where he applies his decades of experience to his current role as executive vice president.

Speaker

  • Brian Feldman, Executive Vice President, Spencer Re

Agent Summit: Conference Begins
3:30 p.m. – 7:00 p.m.

2017 Reinsurance Sponsors

Reinsurance Lead Sponsors

Portfolio SouthwestRe

Reinsurance Premier Sponsors

BOK Financial CNA National Warranty Corporation GSFSGroup Protective Asset Protection The Tribal Domicile

Reinsurance General Sponsors

Cornerstone Financial Consulting of Raymond James & Associates Goodwin & Speirs Investment Group J.Huell Briscoe/Kerper and Bowron, LLC MarksNelson LLC Suntrust Dealer Trust Services The Spartan Group at Morgan Stanley
2017 Advisory Board

Randy Crisorio
President & CEO
United Development Systems
and Advisory Board Chair

Tim Blochowiak
Vice President
Protective Asset Protection

Randy Pazik
President
Accelerated Profit Technologies

Kelly Price
President
National Automotive Experts (NAE)/NWAN

Brian Reed
President
F&I Express

Michael Tuno
President
World Class Dealer Services
ARMD Resource Group