Nevada CPA

Events

October 2017 Reno Chapter Meeting

Description:

Reno Chapter of the Nevada Society of CPA's Proudly Presents:

Topic: Alternative Risk Management / Captive Insurance

Presented By:

Tim Finster - Joined Travelers Insurance Company is 1984.  Graduated from the Willett Institute of Finance in Boston in 1985.  Licensed for National Association of Security Dealers Series 6, 7, 22 and 24.  Served as Officer of Supervisory Jurisdiction for Travelers Equity Sales (internal officer for securities compliance) from 1989 to 1991.  Left Travelers in 1991 as Director of the Financial Services Department, Pacific Northwest, Seattle, Washington and Team Leader for All Lines Insurance Agency Development, Pacific Northwest. For three years (2009 to 2012) served on the TASC and Bank Advisory Boards of Marsh Berry, a nationally known Cleveland, Ohio insurance agency consulting organization.  Formerly President/Director of WPMI, Inc. (The Redwoods) a California based property management firm headquartered in Yosemite National Park.  Currently serving as Chairman, Finance Committee, WPMI. 

Bill Wetherell, ACI- In January of 2015, Bill reentered the Consulting arena, to specialize and focus on captive design, formation and development for middle markets companies. He is the Resident Board of Director for Pacific Capital Insurance Company (PCIC), a Nevada sponsored cell captive, and a Senior Consultant to Enterprise Risk Management and Insurance Services (ERMIS, LLC). Bill holds a Bachelor’s Degree in Mathematics (honors) from the University of New Hampshire and completed his Graduate Studies in Operations Research at California State University East Bay. He is a Navy veteran, who served on the nuclear crew aboard submarines, is a life member of Phi Kappa Phi, Operations Research Society of America (ORSA) and holds the Associate in Captive Insurance (ACI) designation from the International Center for Captive Insurance Education (www.ICCIE.org).

Joel Geddes, Jr. CPCU - Currently Chairman and CEO of the CAPAX Companies he leads several complementary Insurance Enterprises including River Oaks Insurance Services, Western Yosemite Insurance Services, Yosemite Pacific Insurance Services, the Pacific Network Group, Pacific Purchasing Group, Enterprise Risk Management and Insurance Services (ERMIS), Paula Trading Company as well as forming more than 30 client Group and individual Single Parent Captive Insurance Companies. Joel is proud to have served his Country, is a veteran, having served in the California Army National Guard. Active within his industry as a local Board Member of the Big I Association and Western Association of Insurance Brokers, he is currently an active member of CPCU and the Captive Insurance Company Association.

 

 

Register On-line or by Calling the Society Office, (775) 826-6800.


Event Details

Date & Time:

Wednesday, October 18, 2017

11:30am – 1:00pm

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Location:

Atlantis Casino Resort

Reno, NV 89502

775-824-4406

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CPE Credit:

1 hour CPE credit

Registration for this event has passed.

Event Pricing

Member Fee

Applicable if you are a NVCPA member in good standing.

$30.00
Non-Member Fee

Applicable if you are not a NVCPA member.

$40.00
Your Price $40.00