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Tuesday, December 14 • 2:45pm - 3:45pm
Maximizing Impact with Captive Optimization

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The session will provide our consulting perspective on captive optimization and how we help clients leverage their existing captive to increase savings, expand coverage, better predict claims, add stability and more. We will describe in detail our proven process and the range of factors to be considered and walk the audience through an employer case study.

Learning Objectives: 
1. Understand what can drive the need for captive optimization, including a change in company risk profile or in corporate objectives.
2. Connect the current difficult environment, with a hard market, COVID-19 and increasing premiums, with your captive's state and strategy.
3. Outline a five-step process for captive optimization and call upon a case study to bring the concept to life.

Moderators
avatar for Lori Ussery

Lori Ussery

Actuarial Consultant, SIGMA Actuarial Consulting Group, Inc.
Lori has been in the actuarial profession since 2002. She has been a consultant with SIGMA since 2006. She prepares actuarial reserve analyses and loss projections for clients across a wide range of industries. She is experienced in statistically modeling the effect of varying levels... Read More →

Speakers
avatar for Andy Rhea

Andy Rhea

President, Align Risk Solutions, LLC
Andy is the President of Align Risk Solutions. Prior to the formation of Align, Andy served as General Counsel to the Captive Insurance Division for the Tennessee Department of Commerce and Insurance. He began his legal career with the Mississippi Insurance Department and in private... Read More →
avatar for Adam Zager

Adam Zager

Senior Director of Risk Management, Dollar General
Adam Zager is Risk Management leader with over a decade of progressive Risk Management experience. Adam is currently the Senior Director of Risk Management at Dollar General Corporation and currently serves as a Director on Dollar General’s, Tennessee domiciled, Captive Board of... Read More →
avatar for Al Rhodes

Al Rhodes

President & Senior Actuary, SIGMA Actuarial Consulting Group, Inc.
Al has spent over 30 years in the actuarial profession and is President & Senior Actuary of SIGMA Actuarial Consulting Group, Inc. located in Nashville, TN. Professional designations include Associate of the Casualty Actuarial Society and Member of the American Academy of Actuaries.Al... Read More →
avatar for Steve Heckle

Steve Heckle

Vice President - Risk Management, LKQ
Steve Heckle is a seasoned executive with a strong core in risk management, supplemented with leadership experience in other key business functions. He has developed successful bottom-line improving risk management functions for Fortune 500 and 1000 firms.Currently, Steve works for... Read More →


Tuesday December 14, 2021 2:45pm - 3:45pm CST
Grand Ballroom 3 (Renaissance - Lobby Level) 611 Commerce St Nashville, TN 37203