2018 Reinsurance Symposium Schedule

Wednesday, May 23rd, 2018

Reinsurance Symposium
8:00 a.m. – 12:30 p.m.

8:00 a.m. – 12:30 p.m. Agent Summit Registration Open

Sponsored by:

8:00 a.m. – 9:00 a.m. Breakfast with Reinsurance Sponsors

Sponsored by:

9:05 a.m. – 10:00 a.m. Welcome Address and Reinsurance Keynote

The Current State of Dealer and Agent Reinsurance Programs

Get a high-level overview of the current dealer and agent reinsurance structures available in the marketplace today— including dealer-owned reinsurance, CFCs, and NCFCs — as well as tax and regulatory threats that may change the landscape going forward.

Speaker:

  • Greg Petrowski, Senior Vice President/Secretary/Treasurer, GPW and Associates, Inc.
10:00 a.m. – 10:20 a.m. Networking Break

Sponsored by:

10:25 a.m. – 11:10 a.m. Reinsurance Panel Session

The Vision of the Future for Dealer/Agent Participation Programs

The significance of dealer and agent participation cannot be adequately measured. Therefore, structural considerations are paramount in establishing appropriate vehicles for the future. This panel will break new ground with a forward-looking discussion dedicated to the participation programs of tomorrow and the potential they hold for agents and their dealer clients.

Moderator:

  • Rick Messinger, Partner, Dealer Associates Inc.

Panelists: 

  • Matt Gibson, Vice President – Reinsurance Sales, Protective Asset Protection
  • J. Michael Howse, Senior Vice President Sales & Marketing, Resource Agent Group
  • Todd Sands, Vice President of Sales Administration, CNA National
11:10 a.m. – 11:30 a.m. Networking Break

Sponsored by:

11:35 a.m. – 12:20 p.m. Reinsurance Tag-Team Presentation

Taxation and Reinsurance: 2018 Changes and Analysis of Taxation Within Various Reinsurance Structures

Speakers:

  • Robert Davis, Partner, DHG Dealerships
  • Ryan Hanlon, Managing Director, Portfolio
12:20 p.m. – 12:30 p.m. Closing Remarks

Speaker:

  • Randy Crisorio, President and CEO, United Development Systems Inc. and Advisory Board Chair
2018 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 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 
President
Wise F&I, LLC

Lyle King
Senior Vice President
NFP

Matt Nowicki
Vice President of Retail Software
IAS

Tom O’Neil
Brown & Brown of Ky., Inc.
dba O’Neil Financial Services Agency Inc.

Kurt Orcutt
President
Accelerated Service International 

Gil Van Over
Founder & President
gvo3 & Associates