With the new year already underway, now is the best time to review your current captive to be sure it’s running as smooth and efficient as possible. Hear from our SRS Advisers resident experts regarding captive consulting and strategic planning. This month we welcome special guest Southwest Airlines, who will share their experiences from going through the captive strategic planning process. Learn how you can:
  • Review the Current State of Your Captive
  • Understand Analytics & Data
  • Use that Data to Make Future Plans
  • Strategize New Goals
  • Create Pathway to Achieve those Goals
REGISTER NOW PRESENTERS Michael O’Malley, SVP & Managing Director – SRS Advisers Mike is responsible for the delivery of SRS consulting services, including statistical loss and exposure analyses, feasibility studies, and financial analysis for captives and other types of risk financing programs. Jesse Olsen, Director – SRS Advisers As part of the SRS Advisers team, Jesse is responsible for delivering the firm’s captive consulting services in the central United States. Among other duties, he conducts feasibility studies, supports implementation, and provides strategic advice to help clients maximize utilization of existing captives. Jesse also provides thought leadership and education through regular involvement in various conferences and industry groups. Derick White, Managing Director – SRS East – Your Host Derick is Managing Director of SRS’s recently formed Governance, Risk and Compliance practice. In this role he is responsible for the development of governance and compliance services for captive clients and other insurance entities, and the oversight of the delivery of these services. Derick also maintains an active involvement in the captive management services provided to many of our clients domiciled in Vermont.