Chapter Meeting - June 22, 2021

New York Kitchen

800 S. Main Street

Canandaigua, NY 14424

(585) 394-7070

Sponsored by: 


11:00am – 11:30pm                        Registration  

11:30am – 11:45am                        Chapter Business Meeting & Legislative Updates

11:45am – 12:00pm                        Meet the Spencer Foundation – Rachael Lieblein-Jurbala

12:00pm – 1:00pm                          Presentation – “Captive Insurance – Is it the Right Option?”

1:00pm – 2:00pm                            Tacos and Tequilas - Food and Cocktail Pairing

2:00pm – 3:00pm                            Networking  


***Safety measures will be in place to include our own private tent for the event, less than 50% capacity and masks are required when not seated.


“Captive Insurance – Is it the Right Option?”

As insurance markets continue to challenge us and pressures build on businesses to manage risk more effectively, captive insurance is many times a creative and efficient option.  This workshop will help clarify how businesses and companies can attain cost-effective, comprehensive risk management solutions through captive insurance.



Mark Benotti, Senior Client Executive at Brown & Brown of New York

Mark’s professional journey started over 30 years ago at the Liberty Mutual Corporate Office in Boston, Massachusetts.  Mark has held leadership positions in the Risk Management arena at BJ’s Wholesale Club, Home Properties of New York, Constellation Brands, and Conifer Realty.  Mark is now a Senior Client Executive at Brown & Brown of New York the 5th largest insurance broker in the U.S.  His captive and alternative risk financing expertise goes back decades most recently acting as director of Evergreen Insurance Company a single parent captive and wholly owned subsidiary of Conifer Realty in Rochester, New York.  Mark earned his Bachelor of Science Degree from the University of New Hampshire and Master of Business Administration from Babson College.

Tim Gallagher, Senior Vice President of Captive Resources, Inc.

Tim is a Senior Vice President with Captive Resources, LLC, the largest most experienced advisor to member-owned group captive insurance companies in the U.S.  Tim's career  spans 35 years with extensive expertise in both the formation and ongoing oversight of group captive insurance companies.  He has been a featured speaker on the subject of group captives at numerous seminars around the country. Tim is a graduate of the University of Iowa with a degree in Finance and Insurance.



  • Active Chapter Members: Covered by the Chapter
  • Non-Members: $75


  • Cash
  • Credit via PayPal
  • Check payable to “RIMS Upstate NY Chapter”

– Bring on date of event or send to:
Attn: Anna Ziegler
220 Kenneth Drive
Rochester, NY 14623


If you need to cancel your registration, please email the Chapter Secretary by 5:00pm on the Friday preceding the meeting. Late cancellations will be charged the non-member fee for lunch.

Please note: Your registration usually will include lunch or dinner. If you do not plan on staying for the meal, please contact the Chapter Secretary. Help save your chapter money!

If you have any further questions, please contact the Chapter Secretary, Vicki Froman at (716) 878-8894 or