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

Reinsurance General Sponsors

Cornerstone Financial Consulting of Raymond James & Associates GPW J.Huell Briscoe/Kerper and Bowron, LLC MarksNelson LLC Suntrust Dealer Trust Services
2018 Advisory Board

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

Craig Almon 
Founding Partner
Pro Consulting, LLC

Matt Croak 
Wise F&I, LLC

Lyle King
Senior Vice President
NFP Auto Group Services, Inc.

Matt Nowicki
Vice President of Retail Software

Tom O’Neil
President of New Business Development
Brown & Brown of Ky., Inc.

Kurt Orcutt
Accelerated Service International 

Gil Van Over
Founder & President
gvo3 & Associates