Public Seminars

Printer-friendly versionPrinter-friendly version

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

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.

For full course descriptions and details, click a seminar title.

Health Seminars

Description

CPE  Hours 

Health Annual Statement Learn to prepare the NAIC Health Annual Statement 28

International Financial Reporting Standards

 Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers and an understanding of IFRS 9 and IFRS 4.
14 
Investment Accounting & Reporting  Learn statutory, GAAP, and federal income tax accounting and reporting for investments of HMOs and Health and P&C Insurers 12
Overview of Statutory Financial Reporting Gain a basic understanding of the Health Annual Statement and key HMO/Health insurance industry accounting concepts. 8
Statutory Accounting Principles Learn the statutory accounting principles contained in the NAIC Accounting Practices and Procedures Manual. 12
Update on Accounting & Financial Reporting  Learn about accounting and reporting changes affecting HMOs and health insurers for 2014 and beyond. 7
 

Life Seminars

Description

CPE Hours

Accounting and Financial Reporting Receive a comprehensive orientation to life insurance accounting and financial reporting - U. S. Statutory and GAAP. 20
Actuarial Concepts for Non-Actuaries Gain an understanding of actuarial impact on the GAAP and Statutory financial statements. The emphasis is on obtaining a simple, conceptual understanding rather than on detailed calculations. 14
 Annual Statement  Acquire the knowledge and skills necessary to prepare the NAIC Life and Accident & Health Annual Statement (Blue Book). 14
Derivative Accounting & Reporting Learn statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives. 12
Federal Income Taxation Learn to prepare or review Form 1120-L and tax provisions for Statutory and U.S. GAAP financial statements. 20
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. 20 
International Financial Reporting Standards  Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers and an understanding of IFRS 9 and IFRS 4. 14 
Investment Accounting & Reporting Acquire an understanding of the accounting and reporting for invested assets for life insurance companies. 14
Overview of Statutory Financial Reporting Gain a basic understanding of the Life Annual Statement and key life insurance industry accounting concepts.
8
  Reinsurance   Learn how the various forms of reinsurance function, as well as how they are accounted for in life insurance company financial statements. 12
Separate Accounts  Acquire an understanding of separate accounts products and the statutory accounting and financial reporting for separate accounts. 12
Statutory Accounting Principles  Learn the statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual. 14
Statutory Financial Analysis  Acquire the skills and knowledge needed to analyze a life insurer's Annual Statement (Blue Book). 14
Update on Accounting and Financial Reporting Learn about the new accounting and reporting changes for 2014 and 2015. 7
 

P&C Seminars

Description

CPE Hours

Accounting and Financial Reporting  Receive a comprehensive orientation to P&C insurance accounting and financial reporting - statutory and U. S. GAAP. 20
Annual Statement  Learn how to prepare the P&C Annual Statement.  28
Derivative Accounting and Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives. 12
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 
Financial Analysis  Learn how to analyze P&C insurance company financials. 15 
Financial Planning and Analysis Learn the financial planning, forecasting, and analysis process for P&C companis. 12
Financial Reporting for Non-Financial Managers   Learn key elements of statutory and GAAP financial statements for P&C Insurers 14

International Financial Reporting Standards

 Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers and an understanding of IFRS 9 and IFRS 4. 14 
Investment Accounting & Reporting  Learn statutory and U.S. GAAP accounting and reporting for investments of P&C and HMO/Health insurers. 12
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
Overview of Statutory Financial Reporting  Gain a basic understanding of P&C insurance and key accounting concepts.

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
Reinsurance 2: Beyond the Fundamentals  Learn about the more P&C reinsurance contract features and accounting issues and study examples of actual reinsurance comtracts. 12
Schedule P Preparation Learn how to complete Schedule P of the Annual Statement and understand its analytic value. 12
Statutory Accounting Principles  Learn the statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual. 14
Update on Accounting and Financial Reporting Learn about the new accounting and reporting changes for 2014 and 2015. 7

   Return to top of page