Public Seminars

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In-depth, current, and job-specific education from full-time instructors with years of industry experience.National Registry of CPE Sponsors logo

P&C Seminars  |  Life Seminars  |  Health Seminars

Public seminars are group-live seminars in various cities around the country. Class sessions incorporate lectures, question and answers, case studies and group discussion and analysis and qualify for CPE credit. The seminar textbooks and supporting materials are highly-acclaimed resources for your later reference.

The following Special Offers are available for the 2016 seminars. Read details here
  • Save $100 by choosing eBooke Reader - our digital app for iPads and Windows devices
  • Get $200 per person group discount after the first two attendees (not valid for Update seminars)
  • Save $500 on combination seminars
  • Get FIT (our Federal Income Tax software) for FREE with registration for tax seminar
  • TCP users save $100 on seminars (not valid for combinations, accounting and software updates, and tax seminars).
For full course descriptions and details, click a seminar title.

P&C Seminars

Description

CPE

2016 Dates & Cities (Schedule is not yet final)

Accounting and Financial Reporting Receive a comprehensive orientation to P&C insurance accounting and financial reporting - Statutory and U. S. GAAP. 20 June 15-17 Orlando; Aug. 30-Sept. 1 Chicago; Sept. 13-15 TBA; Oct. 24-26 Las Vegas; Dec. 5-7 Winston-Salem
Annual Statement Learn how to prepare the P&C Annual Statement. 28 June 14-17 Orlando; Aug. 29-Sept. 1 Chicago; Sept. 20-23 Washington D.C.; Nov. 15-18 Memphis; Dec. 5-8 Winston-Salem 
Derivative Accounting and Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives. 12  June 27-28 Chicago; Sept. 15-16 Washington D.C.
Federal Income Taxation Learn how to prepare the Federal income tax return and handle the responsibilities for the accounting and reporting for P&C companies. 22  June 28-30 Chicago; July 27-29 Atlanta; Oct. 26-28 Las Vegas; Dec. 7-9 Winston-Salem 
Financial Analysis Learn how to analyze P&C insurance company financial statements. 15  July 27-28 Atlanta; Sept. 15-16 Washington D.C.; Dec. 7-8 Winston-Salem
Financial Planning and Analysis Learn the financial planning, forecasting, and analysis process for P&C companies. 12 July 26-27 Atlanta; Nov. 17-18 Memphis 
Financial Reporting for Non-Financial Managers Learn key elements of Statutory and GAAP financial statements for P&C Insurers 14 Sept. 21-22 TBA; Nov. 10-11 TBA 
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.

14  (only offered as a private seminar in 2016)
Investment Accounting & Reporting Learn Statutory and GAAP accounting and reporting for investments of P&C and HMO/Health insurers. 12  June 28-29 Chicago; Sept. 15-16 Washington D.C.; Oct. 26-27 Las Vegas
Loss Reserve Analysis Learn how to interpret trends in loss data, techniques used to estimate ultimate loss costs, and to evaluate P&C reserve adequacy. 12  Aug. 31- Sept. 1 Chicago; Nov. 17-18 Memphis
Overview of Statutory Financial Reporting Learn about P&C insurance and key accounting concepts. 8 June 27 Chicago; July 26 Atlanta; Sept. 14 Washington D.C.; Oct. 25 Las Vegas; Dec. 6 Winston-Salem
Reinsurance 1: The Fundamentals Learn about the characteristics and functions of the five traditional forms of P&C reinsurance, including their accounting and reporting requirements and financial statement impact. 14  June 14-15 Orlando; Sept. 20 TBA; Nov. 8-9 TBA
Reinsurance 2: Beyond the Fundamentals Learn about the more complex P&C reinsurance contract features and accounting issues, and study examples of actual reinsurance contracts. 12  June 16-17 Orlando; Sept. 22-23 TBA; Nov. 10-11 TBA
Schedule P Preparation Learn how to complete Schedule P of the Annual Statement and understand its analytic value. 12  Aug. 29-30 Chicago; Nov. 15-16 Memphis
Statutory Accounting Principles Learn the Statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual. 14  June 28-29 Chicago; Sept. 15-16 Washington D.C.; Oct. 26-27 Las Vegas
Update on Accounting and Financial Reporting Learn about the new accounting and reporting changes for 2016 and beyond. 7 Oct. 24 Las Vegas, Nov. 16 Memphis; (more to be scheduled)

Life Seminars

Description

CPE

2016 Dates & Cities (Schedule is not yet final)

Accounting and Financial Reporting Receive a comprehensive orientation to life insurance accounting and financial reporting - U. S. Statutory and GAAP. 20 June 27-29 Chicago; Aug. 20-Sept. 1 Chicago; Nov. 13-16 Memphis; Dec. 13-15 Winston-Salem
Actuarial Concepts for Non-Actuaries Gain an understanding of actuarial impact on the U.S. GAAP and Statutory financial statements. The emphasis is on obtaining a simple, conceptual understanding rather than on detailed calculations. 14 June 15-16 Orlando; Sept. 13-14 Washington D.C.; Nov. 15-17 Memphis
Annual Statement Acquire the knowledge and skills necessary to prepare the Life and Accident & Health Annual Statement (Blue Book). 28 June 14-17 Orlando; Aug. 29-Sept. 1 Chicago; Oct. 25-28 Las Vegas; Dec. 6-9 Winston-Salem
Derivative Accounting & Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives. 12 June 27-28 Chicago; Sept. 15-16 Washington D.C.
Federal Income Taxation Learn to prepare or review Form 1120-L and tax provisions for Statutory and U.S. GAAP financial statements. 20 June 14-16 Orlando; Oct. 26-28 Las Vegas; Dec. 6-8 Winston-Salem
GAAP for Life Insurance Companies Learn key U.S. GAAP accounting and reporting concepts for life insurers as well as gain an understanding of some more complex applications of GAAP guidance.
(offered only as a private seminar in 2016)
20 (only offered as a private seminar in 2016)
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.
(offered only as a private seminar in 2016)
14 (only offered as a private seminar in 2016)
Investment Accounting & Reporting Acquire an understanding of the accounting and reporting for invested assets for life insurance companies. 14 June 29-20 Chicago; Sept. 13-14 Washington D.C.
Overview of Statutory Financial Reporting Gain a basic understanding of the Life Annual Statement and key life insurance industry accounting concepts.
8 Sept. 14 Washington D.C.; Oct. 25 Las Vegas
Reinsurance Learn how the various forms of reinsurance function and how they are accounted for in life insurance company financial statements. 12 Sept. 15-16 Washington D.C.; Nov. 17-18 Memphis
Separate Accounts Acquire an understanding of separate accounts products and the Statutory accounting and financial reporting for separate accounts.
(offered only as a private seminar in 2016)
12 (only offered as a private seminar in 2016)
Statutory Accounting Principles Learn the Statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual. 14 June 28-29 Chicago; Sept. 15-16 Washington D.C.; Oct. 26-27 Las Vegas
Statutory Financial Analysis Acquire the skills and knowledge needed to analyze a life insurer's Annual Statement (Blue Book).
(offered only as a private seminar in 2016)
14 (only offered as a private seminar in 2016)
Statutory Financial Concepts  NEW!

NEW SEMINAR! Identify the purposes and contents of the Life and Accident & Health Annual Statement (Blue Book).

16 Nov. 16-17 Memphis; Dec. 13-14 Winston-Salem
Update on Accounting and Financial Reporting Learn about the new accounting and reporting changes for 2016 and beyond. 7 Nov. 16 Memphis; (more to be scheduled)
 

Health Seminars

Description

CPE

2016 Dates & Cities (Schedule is not yet final)

Health Annual Statement Acquire the knowledge and skills necessary to prepare the NAIC Health Annual Statement (Orange Book). 28 June 27-30 Chicago; Aug. 29-Sept. 1 Chicago; Oct. 25-28 Las Vegas
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.
(offered only as a private seminar in 2016)
14 (only offered as a private seminar in 2016)
Investment Accounting & Reporting Learn Statutory and GAAP accounting and reporting for investments of HMO/Health insurers. 12 June 29-30 Chicago
Overview of Statutory Financial Reporting Gain a basic understanding of the Health Annual Statement and key HMO/Health insurance industry accounting concepts. 8 Sept. 14 Washington D.C.
Statutory Accounting Principles Learn the Statutory accounting principles contained in the NAIC Accounting Practices and Procedures Manual. 12 June 28-29 Chicago; Sept. 15-16 Washington D.C.; Oct. 26-27 Las Vegas
Update on Accounting & Financial Reporting  Learn about accounting and reporting changes affecting HMOs and Health insurers for 2016 and beyond. 7 Nov. 16 Memphis; (more to be scheduled)
 

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