Atlas Insurance Agency and Elevate Captives are pleased to present an Introduction on Self-Funding and Captives. While Hawaii employers remain committed to providing a robust benefit package to recruit and retain best in class talent, as benefit costs increase, it becomes increasingly difficult to maintain competitive employer paid benefits. As a result, employers are looking toward alternate funding arrangements to reduce costs and improve control over their program.
Bonnie Pang, Senior Vice President/Manager Employee Benefits for Atlas Insurance Agency will open the program with an overview of benefit design trends in the Hawaii marketplace and how we compare to mainland peers. The presentation will also include a comparison of the prevalence of self-funding in Hawaii vs. the mainland. Ryan Ralston and Jerry Messick with Elevate Captives will discuss the fundamentals of self-funding and the benefits of a captive arrangement for Hawaii employers. Frank Valenti, Risk Consultant for Atlas Insurance Agency will close the program with a discussion on why a proactive risk management approach is important to the long term performance of your program. Frank will explain the connection between work and health, and explore the benefits of loss control and wellness programs.
Intended audience: CFO, Controller, Risk Management Director, Vice President-Human Resources, Human Resources Director.
About Our Speakers
Bonnie Pang – Senior Vice President/Manager Employee Benefits, Atlas Insurance Agency
Bonnie Pang, MBA, is Senior Vice President and Manager for Atlas Benefit Consulting. She has over twenty years of experience in health insurance and employee benefits. Ms. Pang works with medium and large employers in hospitality, construction, law firms, grocery, retail, restaurant, non-profit, education and Taft-Hartley plans. Ms. Pang is a member of the Society for Human Resource Management - Hawaii (SHRM – Hawaii) and the Hawaii Association of Health Underwriters (HAHU).
Jerry Messick – Chief Executive Officer, Elevate Captives
Jerry Messick has over 34 years’ experience in the insurance and alternative risk transfer industry and is a principal and CEO for Elevate Captives. With operations in Arizona, Delaware, Oklahoma, Hawaii, New York and Texas, Elevate is a captive consulting and services firm that focuses on multiple industries and trade groups, as well as providing comprehensive enterprise risk management services to companies ranging from $20 million to $2 billion in assets.
Ryan Ralston - Managing Director of Risk Management, Elevate Captives
Ryan Ralston serves as Managing Director of Risk Management for Elevate Captives and his experience includes creating captives for Boeing, Whirlpool, and Koch Industries. Ryan has participated on many insurance and reinsurance company advisory boards and is a frequent speaker at RIMS (Risk & Insurance Management Society) and CICA (Captive Insurance Company Association), where he served on the Board for six years.
Frank Valenti, CPCU, CSP Risk Consultant, Client Consulting Services, Atlas Insurance Agency
Frank’s professional background includes more than 20 years in commercial facility and operations management, and experience as a corporate safety officer. His expertise includes commercial asset valuation, project facilitation, and training and employee engagement. Frank is well versed in local and federal laws and guidelines regarding building and ADA codes, safety, and zoning. He is an active member of HHVISA, ASSE, and GCA.
Member - $65.00
Neighbor Island Member - $50
Non-Member - $85.00
Please click here to download the registration form to submit with check payment.
1660 South Beretania Street
Honolulu, HI 96826