Helio Risk

Helio is proud to announce that it has been recognized as an International Center for Captive Insurance Education (ICCIE) Trained Organization. “I am very pleased Helio achieved this designation, especially so early in the firm’s existence,” said Helio’s Managing Partner and ACI holder, Heather McClure, JD, LLM. “This is a very public acknowledgement of the knowledgeable, high-quality staff available to our clients.” https://lnkd.in/gJvzRD6k

The American Society for Healthcare Risk Management's 2024 Conference wrapped up today. Captives are an indispensable risk financing tool for healthcare systems, long term care, physician groups, and all sectors of healthcare. Helio Risk was there to connect with colleagues and clients seeking expertise and solutions. Goodbye Sunny San Diego - you're kind of a "big deal!" #ashrm2024 Heather McClure, JD, LLM

Helio Risk Dallas office’s Grace Topete and Heather McClure, JD, LLM participated in a North American Risk Services (NARS) sponsored Dallas Insurance Industry’s event tonight at Park House Dallas. Thanks for the client beneficial networking and hospitality! #captiveinsurance #insuranceindustry #riskmanagement

Helio Risk' Grace Topete was profiled as an Emerging Talent in the latest issue of Captive Insurance Times. Diana Bui spoke with Grace about her career aspirations and the benefits of joining the industry. Check out the below link for more! https://lnkd.in/gfGdZKQM #captiveinsurance #nextgen #emergingtalent

#WesternRegionCaptiveInsuranceConference Board member and animal rescue volunteer Heather McClure, JD, LLM presented WRCIC's donation to a local charity near Tulsa, Oklahoma, site of the 2024 Western Region Conference. It is a long-standing and important tradition of WRCIC to give back to the communities hosting each year's conference. Skiatook Paws and Claws' Ronda Paxson accepted the check for the organization. Thank you, Heather!

Helio Risk is attending Oklahoma Insurance Department #CaptiveDay2024 and participating in educational panels with Helio clients Stan Campbell Mike Darter Craig Carson and other service providers. Thank you to commissioner Glen Mulready and an amazing OID staff for a great forum at which to share the opportunity and creativity captives bring both to business and to the insurance industry as a whole. Blake Kerr, CPA, ACI Kyle Sweet Heather McClure, JD, LLM Jesse Olsen Victor G.

Managing Partner Heather McClure, JD, LLM rounded her week out with a presentation with Dan Schmidt of Symphony Risk Solutions and Dayna Flores MBA, MSN, RN, LSSBB of Lehigh Regional Medical Center on loss reserving practices and creative risk mitigation for the Florida Society for Healthcare Risk Management and Patient Safety in Tampa. 

Helio is a proud Transportation Sponsor of VCIA! As more than a thousand conference-goers travel around Burlington for different events, we're helping make sure they get where they want to go safely, affordably, and comfortably - just like we do for our captive management clients!

Today at VCIA,Heather McClure, JD, LLM of Helio Risk and Heidi Rabtoy of State of Vermont Department of Financial Regulation led a discussion group focused on Attracting and Energizing New Talent in the captive industry. Special thanks to Maigh Wright and Ariel Vadenboncouer for helping put the session together!

Congratulations to Managing Partner Heather McClure, JD, LLM on her recognition at VCIA for completing the International Center for Captive Insurance Education (ICCIE) ACI designation! This rigorous industry education program has only a few graduates every year, and we are proud of both Heather and Partner Blake Kerr, CPA, ACI for completing the ACI program in early 2024.