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Captive Insurance Roundtable




Captives, a risk financing alternative to traditional insurance, can be a beneficial strategy. You’ve read the articles and understand the basic principles, but does a Captive make sense for your company? If you have a captive, perhaps you are considering strategies on how to use your captive more effectively.


Join Marsh, Greenebaum Doll & McDonald, PLLC and the Commonwealth of Kentucky for a Captive Roundtable Discussion as panelists dive into the details of single parent, group and other forms of captives to help attendees better understand which approach is best for their organizations.


Whether you have a captive in place or are just exploring captives as an alternative solution to your insurance program, this session will be very valuable.


What To Expect


Jay Curtis will address captive structures, the advantages and disadvantages of captives, and domicile selection including domestic and off-shore. Russ Coy will provide an update on captives in Kentucky. Chaz Lavelle will discuss the legal and tax implications of captives and what you need to know. Melissa Updike will give her perspective on challenges, opportunities, and benefits as the Executive Director of the Kentuckiana Medical Reciprocal Risk Retention Group.




·         Jay Curtis, Vice President, Marsh .


·         Chaz Lavelle, Greenebaum Doll & McDonald, PLLC.


·         Russ Coy, Captive Coordinator, Commonwealth of Kentucky.


·         Melissa Updike, Executive Director, KMRRRG.




11:30 a.m. Registration and Lunch


12:00 p.m. Captives Insurance Roundtable


·         Single Parent Captives and Other Structures


·         Latest Captive Insurance Developments


·         Tax


·         Domicile Considerations & Regulatory Update


1:30 p.m. Adjourn


Who Should Attend




Chief Financial Officers.




General Counsel.


Risk Managers




For registration and more details on the agenda, speakers, and location visit:


For additional information or to register by phone, please contact your local Marsh representative or the event coordinator, Tonya Copeland at (502) 217-8481 or


This course is provided to all clients and invited guests of Marsh and Greenebaum Doll & McDonald, PLLC, free of charge.


If you feel someone else in your organization should attend this event, please share the invitation and registration information.

CLE pending.


Greenebaum Doll & McDonald PLLC

35th Floor, National City Tower

101 S. Fifth Street

Louisville, Kentucky 40202

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