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Agenda for the 37th
National Premium Tax Conference
Reno, Nevada | November 3 – 6, 2009


The Steering Committee would like to welcome you to the 37th Annual National Premium Tax Conference. In this binder, you will find the following items:

Agenda
Attendee List
Roundtable Questions
CD of Speaker Handouts
Conference Evaluation Forms
Certificates of Attendance

Each day, we ask that you complete a “Conference Evaluation” form so that we may hear from you what you think of the sessions and speakers. We thank you in advance for taking the time to provide us with this very important information.

If there is anything that we may assist you with, please see one of the Steering Committee Members. For hotel specific questions please see Jan Gillerin.

Cordially yours,

THE STEERING COMMITTEE

Gene Capobianco Jim Hall Mike Palm
Josie Lowman Fran O’Loughlin Julie Reilly
George Ryan Bob Sartori Dave Sutera
John Wagner Jim Williams
 
Tuesday, November 3
2:00 pm – 3:30 pm




3:30 pm – 3:45 pm

3:45 pm – 5:00 pm




6:00 pm - 8:00 pm 		Premium and Retaliatory Taxes 101 (Basic Level)
Fran O’Loughlin, OneBeacon Insurance Company
George Ryan, Liberty Mutual
Josie Lowman, AIG|

Break

Retaliatory Tax 101 (Basic Level)
Dave Sutera, Travelers
John Wagner SUA Insurance
Tom Clayton, Unitrin Career Agency Companies

Registration and Reception
(Your traveling companion is welcome to attend this event.)
 
Wednesday, November 4
7:00 am – 8:15 am

8:20 am – 9:30 am

9:30 am – 9:45 am

9:45 am – 10:45 am

10:45 am – 11:00 am

11:00 am – 12:00 pm

12:00 pm – 1:15 pm

1:15 pm – 2:15 pm

2:15 pm – 2:30 pm

2:30 pm – 3:30 pm

3:30 pm – 3:45 pm

3:45 pm – 4:45 pm

8:30 am – 4:45 pm


































































5:30 pm - 7:00 pm 		Breakfast at The Roxy

Session 1

Break

Session 2

Break

Session 3

Lunch at The Roxy

Session 4

Break

Session 5

Break

Session 6

Breakout Sessions
Each participant will have the opportunity to attend six, one-hour sessions. All sessions will be presented twice unless otherwise indicated.

Life and P&C Tax Planning Strategies:
(All Levels, PC & Life)
Dave Sutera, Travelers
Bob Sartori, TriTech Services

State Advanced Income Tax:
(Intermediate/Advanced Levels, PC & Life)
Dave Campen, Prudential
Steve Stahly, FBL Financial Group, Inc.

Annuity & Other Life Accounting Issues
(Basic/Intermediate Levels, Life Only)
Penelope Browder, Symetra Life Insurance Co.
Tami Wolfe, Genworth

Introduction to State Income Tax Issues
(Basic/Intermediate, PC & Life)
Roger Mierzwa, SMART
Dave Hahn, AIG

Surcharges and P&C Guaranty Fund Issues
(Basic/Intermediate Levels, P&C Only)
Jim Closson, Liberty Mutual
Jerry Malanga, Chubb

Life Guaranty Fund Issues
(Basic/Intermediate Levels, Life)
Elorine DeForneau, ING
Anna Tigera, Allstate

Municipal Taxation (PC & Life)
Linda Dean, AFLAC
Diane Hawkins, Assurant
Julie Reilly, FM Global

Advanced Retaliatory Tax (PC & Life)
Gene Capobianco, AXA
Bill Chelchowski, GEICO


Dispute resolution, Administrative Review and Litigation.
Issues and Strategies
Pat Key, Pat Key Associates
Terri Harrison, Chubb


Mergers and Acquisitions
Josie Lowman, AIG
George Ryan, Liberty Mutual


In Lieu of - - Statute of Limitations
Mike Palm, Nationwide
Chris Gustafson, C. Gustafson Law/TriTech Services


Surplus Lines/ Procurement Taxes
Fran O’Loughlin, OneBeacon Insurance Company
Tim Mahon, E&Y

Vendor Presentations
(Single session per vendor)

Speakers’ Reception
 
Thursday, November 5
7:00 am - 8:15 am

8:15 am – 8:30 am

8:30 am – 8:45 am



8:45 am – 10:15 am




10:15 am – 10:30 am

10:30 am –11:15 pm





11:15 am – 12:15 pm



12:00 pm – 1:15 pm

1:15 pm– 4:45 pm



1:15 pm – 2:45 pm




2:45 pm – 3:00 pm

3:00 pm – 4:45 pm
Breakfast at The Roxy

Conference Announcements

Federal Legislation Impacting
the Regulation of Insurance Companies
Jim Hall, American Council of Life Insurers

2009 Developments in Legislation and Litigation
Jim Hall, American Council of Life Insurers
Craig Provenzano, PricewaterhouseCoopers LLP
Fran O’Loughlin, OneBeacon Insurance Company

Break

Legislation and National Trends Impacting
State and Local Taxation
Bob Montellione, Prudential Financial
Carl Erdmann, Skadden, Arps, Slate, Meagher & Flom
Todd Lard, COST

Electronic Filing Update
Mike Palm, Nationwide
Thea Cook, NAIC

Lunch at The Roxy

Roundtable Discussions
(covering premium tax, retaliatory tax, income and other taxes) (All levels)
Moderator: Jim Williams, MassMutual

Southeast, Mid-Atlantic, Northeast Regions
Chris Gustafson, C. Gustafson Law/TriTech Services
Gene Capobianco, AXA
Josie Lowman, AIG

Break

Southwest, West, Midwest Regions
Bob Satori, TriTech Services
Mike Palm, Nationwide
Jerry Malanga, Chubb
Frank Alberts, Fireman's Fund Insurance Company
 
Friday, November 6
7:00 am – 8:00 am

8:00 am – 8:15 am

8:15 am – 9:15 am



9:15 am – 10:15 am



10:15 am – 10:30 am

10:30 am – 11:30 am

11:30 am		 Continental Breakfast outside the Meeting Rooms

Conference Announcements

New Pat and Lauren Topic
Pat Key, Pat Key Associates
Lauren Suter, Cherry Valley Associates

Credits (Non guaranty fund)
Jane Orlin, ADP
Tom Lovvoll, Liberty Mutual

Break

Continuation of Roundtable Discussion

Conference Adjourns
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