2019 Reinsurance Symposium Schedule

Wednesday, May 22nd

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

Dealer Participation for the 2020s

The past 35 years have seen an evolution in dealer participation programs. What impact will the current regulatory and political climate have on these programs heading into the 2020s? Agent Summit favorite Greg Petrowski returns to get us caught up on this critical facet of agency and dealership operations.

Speaker:

Greg Petrowski, Senior Vice President and Secretary and Treasurer, GPW and Associates

10:00 A.M. – 10:20 A.M. Networking Break

Sponsored by: 

10:25 A.M. – 11:10 A.M. Featured Presentation

Legal Update: CFCs and NCFCs

We are beginning to see more developments, including IRS audit activity, affecting the common F&I structures. This session is designed to bring the latest news on recent cases (including the Syzygy case decided in early April), what appears to be in the pipeline, and how all this affects the best current strategies for dealers.

Speaker

  • Andrew J. Weill, Principal, Weill & Mazer APC
11:10 A.M. – 11:30 A.M. Networking Break

Sponsored by: 

11:35 A.M. – 12:20 P.M. Panel Session 

All About DOWCs

Tax reform has been a boon to agents and dealers and a curveball for the reinsurance segment. This panel will examine new opportunities in and standards for participation pro- grams, with a focus on dealer owned warranty companies as well as controlled and non-controlled foreign corporations. Count on this rare combination of legal, tax, and sales experts to cover all the bases and bring you up to speed on the latest developments.

Moderator:

  • David Kaseff, Insurance Tax Partner, MarksNelson

Panelists:

  • Edvie M. Castro Esq., General Counsel, Dealer Owned Warranty Company
  • Dan Haugen, Chief Executive of Sales, Portfolio
  • Alan Markowitz, Owner, Alan L. Markowitz Attorney at Law
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 and Associates J.Huell Briscoe/Kerper and Bowron, LLC Suntrust Dealer Trust Services UMB
2019 Advisory Board

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

Adam Barocio 
Premier Warranty

Thomas Hackett
Allstate Dealer Services

David Neuenschwander 
National Automotive Experts

Chris Stout
Auto Solutions

Glen Tuscan
TriPac

Tony Wanderon 
National Auto Care