August 2018


The 2018 Annual Conference of the NC Captive Insurance Association Comes to a Close

(Southern Pines)….. At 12:30 on Wednesday, August 22th the Annual Conference of the NC Captive Insurance Association came to a close after the much coveted tax and law update presented by Chaz Lavelle and Bruce Wright. This year’s conference drew nearly 200 attendees and the largest field ever for the golf tournament.

In parting comments President & CEO Tom Adams told the attendees that the 2019 conference will be held August 21-23 at Charlotte’s Ballantyne Hotel. The conference will follow a different pattern from previous conferences in that activities such as the Board meeting, golf tournament and opening plenary session will begin on Wednesday rather than Monday and conclude on Friday.

This year’s conference featured 10.5 hours of continuing education credits for attorneys and CPAs. Individuals needing help with credit for those hours should contact Lane Brown at 703.773.0008. The Wednesday, September 5th edition of CAPTIVE INSURANCE TIMES will carry extensive coverage by reporters John Savage and Ben Wodecki of the content from this year’s conference.

Be sure to take time to review that content. If you missed the conference it will make you wish you could have been with us.

Anne Marie Towle and Morgan Weatherly Elected to the NCCIA Board of Directors at the Annual BOD Meeting Conducted  During the Conference

The NCCIA Board of Directors conducted it’s Annual Meeting during the conference. Notable action included election of Anne Marie Towle and Morgan Weatherly to the association’s Board. Ms. Towle is Executive Vice President and Captive Consulting Practice Leader with JLTIM. Anne Marie was previously Senior Captive Consultant, Senior Vice President for Willis Towers Watson. A Captive Review Power 50 from 2016 through 2018, she also served Fortune 500 insurance companies as a manager of tax with KPMG and E&Y. Anne Marie serves on the Board of Directors for the Vermont Captive Insurance Association (VCIA) and the International Center for Captive Insurance Education (ICCIE). She is on the curriculum committee and is an instructor for ICCIE, and she has served on the conference committees of the (2017 Chair) VCIA, Captive Insurance Companies Association (CICA), World Captive Forum (WCF) and the South Carolina Captive Insurance Association (SCCIA). Anne Marie is a frequent speaker and presenter at industry conferences and has presented at all four NCCIA conferences.

Based in Charlotte, NC, Morgan Weatherly is a NC Certified Public Accountant who began with Atlas Insurance Management in 2016 as an Account Manager. Morgan’s responsibilities include overseeing a team of staff that manages a diverse portfolio of captive insurance companies. Morgan began her career in accounting with PricewaterhouseCoopers (PwC) in the audit function. During her time with PwC, Morgan managed a team of associates while working with a variety of clients ranging in size and industry and operating under both GAAP and IFRS standards. She interfaced with managers, directors, and partners in the firm to work through urgent client needs and strategize internal process improvements.

Leon Rives, NCCIA Board Chairman said of Morgan and Anne Marie’s election to the Board, ”new blood is critical to the evolution and development of organizations. Associations are certainly in need of forward thinking individuals not afraid to think out of the box. Anne Marie and Morgan will help us expand and grow and we are delighted to have them join us on the board.”

The NCCIA Office is officially closed for its annual post conference holiday. However, members needing assistance can still call or email the office and the staff will respond.
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