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October 28, 2011
Embassy Suites Orlando North
225 Shorecrest Drive, Altamonte Springs, FL 32701
Information Assurance 1TB
Cybersecurity risks are a real, growing threat. If your data has value to you, is has value to attackers. This course examines the financial and non-financial impact of information assurance failures, with real-world case studies and examination of various methods for assessing IA risk.
Presented by J. Scott Gardiner, CEO of BlackFence
Session starts at 1:30 PM
Introduction to Captive Insurers 1TB
This course provides an introduction to the concept of captive insurance, where a private insurance company is formed by a business for risk management purposes. Covers the evolution of captives from 1981-present, and an overview of the case law, IRS rulings, notices and bulletins that govern the operation of captives.
Presented by Steve Toth, CLU, ChFC, National Financial Network Corporation
Session starts at 2:30 PM
Operation of Captive Insurers 1TB
This course will review the impact of foreign vs. domestic domicile for captives, regulatory, actuarial, and premium tax compliance, the general rule for income taxation of captive structures, along with recent case law developments and IRS positions.
Presented by Steve Toth, CLU, ChFC, National Financial Network Corporation
Session starts at 3:30 PM
We will also have an IMA Ethics section from 10AM until Noon.