2017 Reinsurance Symposium Schedule

Monday, May 22nd 2017
8:00 a.m. – 6:30 p.m. Agent Summit Registration Open

Sponsored by:

Pre-Conference: Reinsurance Symposium
12:00 p.m. – 3:30 p.m.
12:00 p.m. – 1:00 p.m. Lunch with Reinsurance Symposium Sponsors

Sponsored by:

1:05 p.m. – 2:00 p.m. Panel Session

CFCs: Changes, Threats and the Regulatory Horizon

When Dealers ask about reinsurance, Agents must be armed with a working knowledge of the most common types. Join our panel of experts to break down the structure and benefits of Controlled Foreign Corporations (CFCs), also known as 953d companies.


  • David Kaseff, CFO, MarksNelson LLC


  • Bill Bigley, CFO, SouthwestRe
  • Matt Gibson, Vice President of Reinsurance Sales, Protective Asset Protection
  • Zack Matta, Vice President of Corporate Strategy, National Auto Care
  • Rhonda Pinkerton, Compliance Director, The Tribal Domicile
  • Andrew Weill, Principal, Weill & Mazer – A Professional Corporation
2:00 p.m. – 2:15 p.m. Networking Break with Reinsurance Symposium Sponsors

Sponsored by:

2:20 p.m. – 3:15 p.m. Panel Session

NCFCs: Changes, Threats and the Regulatory Horizon

For our second reinsurance panel, our experts will tackle Non-Controlled Foreign Corporations. Learn how NCFCs work, how they compare to CFCs, and why each structure can be a better fit than the other.


  • John Kerper, FSA, MAAA, Co-Owner, Kerper and Bowron LLC


  • Brian Feldman, Executive Vice President, SpencerRe
  • John Luckett, Senior Vice President of Sales & Marketing, Resource Agent Group/First Extended
  • Jay Sharpnack, National Sales Manager, CNA National Warranty Corporation
  • Bruce Stricklin, Vice President of Operations and IT, GSFSGroup
3:15 p.m. – 3:30 p.m. Networking Break with Reinsurance Symposium Sponsors

Sponsored by:

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
Accelerated Profit Technologies

Kelly Price
National Automotive Experts (NAE)/NWAN

Brian Reed
F&I Express

Michael Tuno
World Class Dealer Services
ARMD Resource Group