Arizona Captive Insurance Association

Events

Upcoming events

    • 19 Apr 2023
    • 7:30 AM - 8:45 AM
    • Virtual via Zoom
    Register

    The Financial Markets: Recent Developments and Captives


    Join us on Wednesday, April 19, 2023


    Elizabeth Urish is a Managing Director for Steel Tower Investments. She has over fifteen years of experience creating bespoke solutions for institutional clients. She specializes in integrating operational, tax, and risk considerations into her client’s portfolio construction.   


    Ms. Urish began her financial services career in New York with Deutsche Bank. As a vice president on the investment bank's trading floor, she designed and executed bespoke investments across all asset classes for mutual funds, wealth management firms, and high net-worth individuals. Throughout her time at Deutsche Bank, she saw a need for advisors who understood both their client's financial needs and had a thorough understanding of complex investments. 


    Ms. Urish graduated from Penn State University with a BS in Industrial Engineering and an MBA from Carnegie Mellon University. She has been a guest lecturer at both Carnegie Mellon and Penn State. She mentors students interested in the financial services field.



    CLE & CPE Offered


    The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1 hour toward your annual CLE requirement for the State Bar of Arizona, including 1 hour(s) of professional responsibility.

Past events

18 Jan 2023 January Virtual Program: Captives and Taxes - CLE Offered!
16 Nov 2022 November Virtual Program with Director Daniels - CLE Offered!
21 Sep 2022 September Virtual Program - CLE Offered!
27 Jun 2022 Western Region Captive Insurance Conference
20 Apr 2022 April Virtual Program - CLE Offered!
19 Jan 2022 January Virtual Program: Update on Direct Procurement Tax and Other Regulations
17 Nov 2021 November Virtual Program - CLE Offered!
15 Sep 2021 September Virtual Program - CLE Offered!
19 May 2021 May Virtual Program - CLE Offered!
17 Mar 2021 March Virtual Program - CLE & CPE Offered!
20 Jan 2021 January Virtual Program - CLE & CPE Offered!
18 Nov 2020 November Virtual Program - CLE & CPE Offered!
16 Sep 2020 September Virtual Program - CLE & CPE Offered!
18 Mar 2020 March Breakfast Program - CLE & CPE Offered!
15 Jan 2020 January Breakfast Program - CLE & CPE Offered!
13 Nov 2019 November Breakfast Program - CLE & CPE Offered!
18 Sep 2019 September Breakfast Program - The Arizona Fintech Sandbox - CLE & CPE Offered!
19 Jun 2019 June Breakfast Program - CLE & CPE Offered!
16 Jan 2019 January Breakfast Program - CLE & CPE Offered!
14 Nov 2018 November Breakfast Program - CLE & CPE Offered!
19 Sep 2018 September Breakfast Program - CLE & CPE Offered!
20 Jun 2018 June Breakfast Program - CLE Offered!
21 Mar 2018 March Breakfast Program - CLE Offered!
17 Jan 2018 January Breakfast Program
15 Nov 2017 November Breakfast Program
20 Sep 2017 September Breakfast Program
21 Jun 2017 June Breakfast Program
15 Mar 2017 March Breakfast Program
18 Jan 2017 State of the Captive Market
16 Nov 2016 Smart Investing: Achieving Superior Returns on Institutional Portfolios
21 Sep 2016 Captive Grant Programs: Strengthening the Bonds Between Insureds and the Captive
15 Jun 2016 How to Use Your Captive to Motivate, Initiate, Deviate and Obfuscate
16 Mar 2016 The Story of the Arizona Health Reciprocal Insurance Company
21 Jan 2016 Webinar on New 831(b) Legislation
20 Jan 2016 Changes at the Arizona Department of Insurance and Likely Insurance Legislation, During the 2016 Legislative Session
18 Nov 2015 Captives: Best Practices, Worst Practices…Which are you doing?
16 Sep 2015 Ongoing Battle between Captives and the IRS
20 May 2015 Banking Trends and their Potential Impact on Your Captive Insurance Business
18 Mar 2015 Spiking the Punchbowl - from ZIRP to NIRP and the various impacts of Zero and Negative Interest Rate Policies
21 Jan 2015 AZ Captives - MD&A Annual Filing Tips: How you can yourself and the AZ DOI simultaneously
19 Nov 2014 Arizona Captive Insurance Association Breakfast
17 Sep 2014 Arizona Captive Insurance Association Breakfast
18 Jun 2014 Arizona Captive Insurance Association Breakfast
19 May 2014 Western Region Captive Insurance Conference
19 Mar 2014 Arizona Captive Insurance Association Breakfast
15 Jan 2014 Arizona Captive Insurance Association Breakfast
20 Nov 2013 Arizona Captive Insurance Association Breakfast
18 Sep 2013 Arizona Captive Society Breakfast
10 Jun 2013 WRCIC Golf Tournament
20 Mar 2013 AzCIA Breakfast- March
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