Public Seminars

Printer-friendly versionPrinter-friendly version

2014 Public Seminar Schedule

In-depth, current, and job-specific education from full-time instructors with years of industry experience

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.

Click to download the 2014 seminar catalog

Click a seminar title to register.

Health Seminars

Description

CPE  Hours 

 Dates

 Location 

Health Annual Statement Learn to prepare the NAIC Health Annual Statement 28 Nov. 18-21 San Francisco

International Financial Reporting Standards

 Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers. 14  Oct. 30-31 Las Vegas
 Nov. 11-12  Boston
Investment Accounting & Reporting  Learn statutory, GAAP, and federal income tax accounting and reporting for investments of HMOs and Health and P&C Insurers 12
Sept. 18-19 New Orleans
Oct. 29-30 Las Vegas
Overview of Statutory Financial Reporting* Gain a basic understanding of the Health Annual Statement and key HMO/Health insurance industry accounting concepts. 8 Oct. 28 Las Vegas
Statutory Accounting Principles* Learn the statutory accounting principles contained in the NAIC Accounting Practices and Procedures Manual. 12 Oct. 29-30 Las Vegas
Update on Accounting & Financial Reporting  Learn about accounting and reporting changes affecting HMOs and health insurers for 2014 and beyond. 7 Nov. 13  Boston
Nov. 19  San Francisco

 * Save $500 when registering for Overview of Statutory Financial Reporting with Statutory Accounting Principles Go to the combos

 

Life Seminars

Description

CPE Hours

Dates

Location

 Accounting & Financial Reporting  Receive a comprehensive orientation to life insurance accounting and financial reporting - statutory and U.S. GAAP. 20 Nov. 12-14 Boston
Dec. 3-5 Winston-Salem
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 Nov. 11-12 Boston
Nov. 20-21 San Francisco
 Annual Statement  Acquire the knowledge and skills necessary to prepare the NAIC Life and Accident & Health Annual Statement (Blue Book). 28 Nov. 18-21 San Francisco
Dec.  9-12  Winston-Salem
Derivative Accounting & Reporting* Learn statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives. 12 Oct. 27-28 Las Vegas
Federal Income Taxation  Learn to prepare or review Form 1120-L and tax provisions for statutory and U.S. GAAP financial statements. 20 Oct. 27-29 Las Vegas
Dec. 2-4 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. 20  Dec. 16-18   Winston-Salem
International Financial Reporting Standards  Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers. 14  Oct. 30-31 Las Vegas
 Nov. 11-12  Boston
Investment Accounting & Reporting* Acquire an understanding of the accounting and reporting for invested assets for life insurance companies. 14 Oct. 29-30 Las Vegas
 Life Reinsurance   Learn how the various forms of reinsurance function, as well as how they are accounted for in life insurance company financial statements. 12 Nov. 13-14 Boston
Overview of Statutory Financial Reporting* Gain a basic understanding of the Life Annual Statement and key life insurance industry accounting concepts.
 NEW SEMINAR!
8 Oct. 28 Las Vegas
Separate Accounts*  Acquire an understanding of separate accounts products and the statutory accounting and financial reporting for separate accounts. 12 Dec. 11-12 Winston-Salem
Statutory Accounting Principles*  Learn the statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual. 14 Sept. 18-19 New Orleans
Oct. 29-30 Las Vegas
Statutory Financial Analysis*  Acquire the skills and knowledge needed to analyze a life insurer's Annual Statement (Blue Book). 14  Dec.  9-10  Winston-Salem
Update on Accounting & Financial Reporting  Learn about the new accounting and reporting changes for 2014 and beyond. 7 Nov. 13  Boston
Nov. 19  San Francisco

 * Save $500 when registering for Derivative Accounting and Reporting with Investment Accounting and Reporting - or Overview of Statutory Financial Reporting with either Investment Accounting and Reporting or Statutory Accounting Principles - or Statutory Financial Analysis with Separate Accounts. Go to the combos

 

P&C Seminars

Description

CPE Hours

Dates

Location

Accounting and Financial Reporting  Receive a comprehensive orientation to P&C insurance accounting and financial reporting - statutory and U. S. GAAP. 20 Sept. 23-25 Chicago
Oct. 27-29 Las Vegas
Nov. 12-14 Boston
Dec.   8-10 Winston-Salem
Annual Statement  Learn how to prepare the P&C Annual Statement.  28 Sept. 15-18 New Orleans
Nov. 18-21 San Francisco
Dec.   8-11 Winston-Salem
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  Oct. 29-31 Las Vegas
Dec. 10-12 Winston-Salem
Financial Analysis*  Learn how to analyze P&C insurance company financials. 15  Sept. 18-19 New Orleans
 Financial Planning & Analysis  Learn the financial planning, forecasting, and analysis process for P&C insurance companies. 12 Nov. 20-21 San Francisco
Financial Reporting for Non-Financial Managers   Learn key elements of statutory and GAAP financial statements for P&C Insurers 14 Sept. 24-25 Chicago
Nov. 12-13 Boston

International Financial Reporting Standards

 Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers. 14  Oct. 30-31 Las Vegas
 Nov. 11-12  Boston
Investment Accounting & Reporting  Learn statutory and U.S. GAAP accounting and reporting for investments of P&C and HMO/Health insurers. 12 Sept. 18-19 New Orleans
Oct. 29-30 Las Vegas
Loss Reserve Analysis*  Learn how to interpret trends in loss data and techniques used to estimate ultimate loss costs and to evaluate P&C  reserve adequacy. 12 Nov. 20-21 San Francisco
Overview of Statutory Financial Reporting*  Gain a basic understanding of P&C insurance and key accounting concepts.

Sept. 17   New Orleans
Oct. 28 Las Vegas
Dec.9 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 Sept. 23-24 Chicago
Nov. 11-12 Boston
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 Sept. 25-26 Chicago
Nov. 13-14 Boston
Schedule P Preparation*  Learn how to complete Schedule P of the Annual Statement and understand its analytic value. 12 Nov. 18-19 San Francisco
Statutory Accounting Principles*  Learn the statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual. 14 Sept. 18-19 New Orleans
Oct. 29-30 Las Vegas
Update on Accounting & Financial Reporting  Learn about the new accounting and reporting changes for 2014 and beyond. 7  Sept. 16 New Orleans
Sept. 26 Chicago
Sept. 30 Winston-Salem
Nov. 10 Columbus
Nov.  11 Boston
Nov. 17 Los Angeles
Nov.  19 San Francisco
Dec. 5 Orlando

 * Save $500 when registering for any of the following seminar combinations:  Overview of Statutory Financial Reporting with either Financial Analysis, Federal Income Taxation, Investment Accounting and Reporting, or Statutory Accounting Principles when scheduled the same week---Reinsurance 1 with Reinsurance 2---Derivative Accounting and Reporting with Investment Accounting and Reporting--- Schedule P Preparation with Loss Reserve Analysis. Go to the combos

   Return to top of page 

AttachmentSize
2014_Booke_Seminar_Catalog.pdf638.64 KB