Agenda

51st National Premium Tax Conference
Reno, Nevada
November 14th – 16th, 2023

Click here to see tentative 2024 Conference Details.

The Steering Committee is pleased to present the 2023 agenda. In response to the changing insurance industry and attendee evaluations, the format has changed from prior years.

Please read through this agenda to the end. It may be used to make your travel arrangements.

Questions regarding the 2023 NPTC may be directed to:

Jan Gillerin, NPTC Conference Coordinator at info@nptcreno.com
Jessica Fahey, 2023 NPTC Committee Chair at jessica.fahey@standard.com
Fran O’Loughlin, 2023 NPTC Agenda Chair at foloughlin@deloitte.com

We look forward to seeing you in Reno!
Cordially yours
,

THE STEERING COMMITTEE

Gene Capobianco | James Closson | Jessica Fahey | Josie Lowman | Lisa McCalla | Fran O’Loughlin | Mike Palm | George Ryan | Jerry Malanga | David Sutera

Questions about the NPTC: Please email Jan Gillerin at info@nptcreno.com.


Monday, November 13th
3:30 pm – 5:00 pmRegistration
6:00 pm – 8:00 pm Opening Reception (Your traveling companion is welcome to attend this event.)
Tuesday, November 14th
7:00 am – 8:15 am Breakfast @ Roxy Restaurant
7:30 am – 4:00 pmRegistration
8:30 am – 9:00 amBrief Welcome/Conference Announcements
9:00 am – 5:00 pmBreakout Sessions**New format this year!
Tier One is suitable for those with less than three years of experience.
Tier Two has been planned for those with more than three years of experience.
Tier One – BeginnerTier Two – Advanced
 9:00am – 10:30amWhat is Insurance? Operations, Products, etc.Federal tax update & state impact
10:30am – 10:45amBreakBreak
10:45am – 12:15pmBeginning Premium Tax (including Muni Tax introduction)Tax Filings for Unauthorized Insurers (Life & P&C)
   
12:15pm – 1:30pmLunch – Roxy BistroLunch – Roxy Bistro
   
1:45pm – 3:15pmBeginning Retaliatory TaxAdvanced State Income tax
3:15pm – 3:30pmBreakBreak
3:30 pm – 5:00 pmIntro to Income & Other State TaxesAdvanced Retaliatory Tax
Wednesday, November 15th
7:00 am – 8:15 amBreakfast @ Roxy Restaurant
8:15 am – 8:30 amConference Announcements 
8:30 am –12:00 pm Life Breakout Session (Includes LHA Roundtable)
8:30 am – 12:00pmProperty Casualty Breakout Session (Includes PC Roundtable)
10:00 am – 10:15 amMorning Session Break
12:00 pm – 1:15 pmLunch @ Roxy Restaurant
1:30 pm – 2:30 pmTax Accounting/Provisions/Credits
2:30 pm – 2:45 pmBreak
2:45 pm – 3:30 pmTax Department of the Future – Part I
3:30 pm – 3:45 pmBreak
3:45 pm – 5:00 pmTax Dept of the Future – Part II 
Company specifics / demo / discussion 
5:30 pm – 7:00 pmSpeakers Reception (This event is for those who are participating as a speaker or panelist.)
Thursday, November 16th
7:00 am – 8:30 amBreakfast @ Roxy Restaurant
8:30 am – 8:45 amConference Announcements 
8:45 am – 10:15 amNational Trends
10:15 am – 10:30 amBreak
10:30 am – 12:00 pm2023 Developments in Legislation and Litigation
12:00 pm – 1:15 pmLunch @ Roxy Restaurant
1:30 pm – 3:00 pm Municipal Taxes
3:00 pm – 3:15 pmBreak
3:15pm – 4:30 pmGuest Speaker – Not to be Missed!