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What You'll Learn

The conference agenda includes a packed day of expert sessions and standout speakers designed to give you real takeaways you can use right now.

August 18, 2026
The Westin Kansas City
9:30am - 9:45am
Opening Remarks
Tim Brackney
CEO | Springline Advisory
9:45am - 10:30am
Introduction to Retail Accounting
Eli Colmenero
Manager | Springline Advisory
Ian Osler
Partner | Springline Advisory
10:30am - 11:00am
Considerations in Structuring a Captive Insurance Program
Laurie Bizzell
Partner | Springline Advisory
Doug Butler
Partner | Womble Bond Dickinson (US) LLP
Hartley Hartman
Business Development Manager for Captive Insurance | Risk Partners
11:00am - 11:15am
BREAK
11:15am - 12:00pm
Advanced Topics in Controlled Groups
David Kaseff
Partner | Springline Advisory
Eli Colmenero
Manager | Springline Advisory
Ian Osler
Partner | Springline Advisory
12:00pm - 1:00pm
LUNCH
1:00pm - 1:30pm
Risk Transfer Agreements/Surplus Lines
Brian Casey
Partner, Insurance Transactional & Regulatory Practice Group | Troutman Pepper Locke LLP
David Kaseff
Partner | Springline Advisory
1:30pm - 2:00pm
Current State of the Economy
Brandon Barnes
Senior Equity Portfolio Manager | Cavanal Hill Investment Management
2:15pm - 2:30pm
BREAK
2:30pm - 3:00pm
Overview of GAAP Accounting for Obligors and Reinsurance Companies
Adam Collyer
Partner | Springline Advisory
Jack Maier
Partner | Springline Advisory
3:00pm - 3:30pm
Technology Trends Shaping the Next Decade
Scott Woodward
Partner | Springline Advisory
Mike Moorehead
Partner | Springline Advisory
3:30pm - 4:00pm
Closing Remarks & Adjourn
David Kaseff
Partner | Springline Advisory
Tammy Siegrist
Partner | Springline Advisory
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Brandon Barnes

Senior Equity Portfolio Manager

Cavanal Hill Investment Management

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Laurie Bizzell

Partner

Springline Advisory

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Tim Brackney

CEO

Springline Advisory

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Speaker at a conference, wearing a suit and tie.

Doug Butler

Partner

Womble Bond Dickinson (US) LLP

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Brian Casey

Partner, Insurance Transactional & Regulatory Practice Group

Troutman Pepper Locke, LLP

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Adam Collyer

Partner

Springline Advisory

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Eli Colmenero

Manager

Springline Advisory

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Hartley Hartman

Business Development Manager for Captive Insurance

Risk Partners

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Professional man in suit and red tie

David Kaseff

Partner

Springline Advisory

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Jack Maier

Partner

Springline Advisory

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Mike Moorehead

Partner

Springline Advisory

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Speaker at a conference, wearing a blue suit and striped tie

Ian Osler

Partner

Springline Advisory

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Tammy Siegrist

Partner

Springline Advisory

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Juan Sola

Partner

Springline Advisory

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Scott Woodward

Partner

Springline Advisory

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