Captive Insurance – Walking the Walk

Captive insurance is rapidly becoming a critical component of sophisticated risk management strategies. But here's the challenge: successfully integrating a captive program with your existing commercial insurance, broker relationships, and business objectives requires careful navigation.

Join CRI’s Scott Bailey and Joe McDonald of Captives.Insure as they cut through the complexity and show you exactly how to design and implement a captive program that works for your organization. You'll discover how to leverage your existing relationships, identify the right opportunities, and continuously optimize your program for maximum benefit.

Whether you're exploring captives for the first time or looking to enhance an existing program, this session will provide you with actionable strategies that you can implement immediately.

Live webinar attendees are eligible for 1 CPE credit.

Date

February 12, 2026

Time

10:00 am - 11:00 am

CDT

Organizer

Carr, Riggs & Ingram

Learning Objectives

Identify gaps in their existing risk management programs where captive insurance solutions can provide the greatest value
Apply captive program design principles to integrate a captive into a company’s overall risk management strategy
Evaluate how to coordinate existing broker relationships with captive-focused service providers to maximize program effectiveness
Analyze captive program performance metrics to meet coverage and profitability objectives

CPE Information

1.0 CPE credit
Field of Study: Finance
Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based

Refunds: No fee. For more information regarding refund, concerns, and program cancellation policies, please contact [email protected].

Attendance Requirements: In order to be awarded full credit(s), you must respond to a minimum of 3 polling questions asked during the program and attend the webinar for a minimum of 50 minutes. Correct poll answers are not required to receive full credit.

CRI Advisors, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.