2016 Public Seminars

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Group-live, in-depth, CPE education by full-time instructors with years of industry experience.

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Public seminars are presented in various cities around the country. Class sessions incorporate lectures, question and answers, case studies, and group discussion and analysis, as well as 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 offer details here
  • Bring your iPad or laptop and save $100 with our new course app!  When registering, choose eBooke - our digital course app for iPads, iPad Minis, and Windows devices More about eBooke
  • Get $200 per person group discount after the first two attendees at the same seminar (not valid for Update seminars) - call our office at 336-728-2929 for instructions to receive the discount
  • Save $500 on combination seminars. You will receive the discounted price when registering for a combo (note: you must choose the combo rather than two separate seminars to receive the correct price)
  • Get FIT (our Federal Income Tax software) for FREE with registration for tax seminar
  • TCP users save $100 on seminars with voucher code (not valid for combinations, accounting updates, and Users Group Conference).

P&C Seminars  |  Life Seminars  |  Health Seminars

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

P&C Seminars

Description

CPE

2016 Dates & Locations

Accounting and Financial Reporting Receive a comprehensive orientation to P&C insurance accounting and financial reporting - Statutory and U. S. GAAP. 20 Aug. 30-Sept. 1 Chicago — Sept. 13-15 Washington DC — Sept. 27-29 New York — Oct. 24-26 Las Vegas — Nov. 8-10 Orlando — Dec. 5-7 Winston-Salem
Annual Statement Learn how to prepare the P&C Annual Statement. 28 Aug. 29-Sept. 1 Chicago — Sept. 20-23 San Antonio — 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.
*Combine with Investment Accounting for $500 off
12 June 27-28 Chicago* — Sept. 15-16 Washington DC*
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.
*Combine with Overview for $500 off
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.
*Combine with Overview for $500 off
15 July 27-28 Atlanta* — Sept. 15-16 Washington DC* — 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 San Antonio — Nov. 10-11 Orlando
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.

14 Not offered as a public seminar in 2016 - topic is available for private group training
Investment Accounting & Reporting Learn Statutory and GAAP accounting and reporting for investments of P&C and HMO/Health insurers.
*Combine with Overview for $500 off
12 June 28-29 Chicago* — Sept. 15-16 Washington DC* — Oct. 26-27 Las Vegas*
Loss Reserve Analysis for Non-Actuaries Learn how to interpret trends in loss data, techniques used to estimate ultimate loss costs, and to evaluate P&C reserve adequacy.
*Combine with Schedule P Preparation for $500 off
12 Aug. 31- Sept. 1 Chicago* — Nov. 17-18 Memphis*
Overview of Statutory Financial Reporting Learn about P&C insurance and key accounting concepts.
*Combine with Federal Income Taxation, Financial Analysis, Investment Accounting, or Statutory Accounting Principles for $500 off
8 June 27 Chicago* — July 26 Atlanta* — Sept. 14 Washington DC* — 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.
*Combine with Reinsurance 2 for $500 off
14 Sept. 20-21 San Antonio* — Nov. 8-9 Orlando*
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.
*Combine with Reinsurance 1 for $500 off
12 Sept. 22-23 San Antonio* — Nov. 10-11 Orlando*
Schedule P Preparation Learn how to complete Schedule P of the Annual Statement and understand its analytic value.
*Combine with Loss Reserve Analysis for $500 off
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.
*Combine with Overview for $500 off
14 June 28-29 Chicago* — Sept. 15-16 Washington DC* — 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. 7 Winston-Salem — Oct. 24 Los Angeles — Oct. 31 Boston — Nov. 9 Orlando — Nov. 16 Memphis — Nov. 29 Columbus — Nov. 30 Chicago

Life Seminars

Description

CPE

2016 Dates & Locations

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. 30-Sept. 1 Chicago — Nov. 14-16 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 Sept. 29-30 New York — Nov. 14-15 Memphis
Annual Statement Acquire the knowledge and skills necessary to prepare the Life and Accident & Health Annual Statement (Blue Book). 28 Aug. 29-Sept. 1 Chicago — Dec. 6-9 Winston-Salem
Derivative Accounting & Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives.
*Combine with Overview for $500 off
12 June 27-28 Chicago* — Sept. 15-16 Washington DC*
Federal Income Taxation Learn to prepare or review Form 1120-L and tax provisions for Statutory and U.S. GAAP financial statements. 20 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.

20 Not offered as a public seminar in 2016 - topic is available for private group training
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.

14 Not offered as a public seminar in 2016 - topic is available for private group training
Investment Accounting & Reporting Acquire an understanding of the accounting and reporting for invested assets for life insurance companies.
*Combine with Derivative Accounting for $500 off
14 June 29-30 Chicago* — Sept. 13-14 Washington DC*
Overview of Statutory Financial Reporting Receive an introduction to the Life Annual Statement and key life insurance industry accounting concepts.
*Combine with Federal Income Taxation or Statutory Accounting Principles for $500 off

8 Sept. 14 Washington DC* — 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 DC — Nov. 14-15 Memphis
Separate Accounts Acquire an understanding of separate accounts products and the statutory accounting and financial reporting for separate accounts. 16 Not offered as a public seminar in 2016 - topic is available for private group training
Statutory Accounting Principles Learn the Statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual.
*Combine with Overview for $500 off
14 June 28-29 Chicago — Sept. 15-16 Washington DC* — Oct. 26-27 Las Vegas*
Statutory Financial Analysis Acquire the skills and knowledge needed to analyze a life insurer's Annual Statement (Blue Book).
14 Not offered as a public seminar in 2016 - topic is available for private group training
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 Identify the accounting and reporting changes for 2016 which impact your company's financial statements. 7 Oct. 31 Boston — Nov. 9 Orlando — Nov. 16 Memphis — Nov. 30 Chicago
 

Health Seminars

Description

CPE

2016 Dates & Locations

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 — Sept. 27-30 New York — Oct. 25-28 Las Vegas
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.
14 Not offered as a public seminar in 2016 - topic is available for private group training
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 DC — Oct. 26-27 Las Vegas
Overview of Statutory Financial Reporting Receive an introduction to the Health Annual Statement and key HMO/Health insurance industry accounting concepts.
*Combine with Statutory Accounting Principles for $500 off
8 Sept. 14 Washington DC*
Statutory Accounting Principles Learn the Statutory accounting principles contained in the NAIC Accounting Practices and Procedures Manual.
*Combine with Overview for $500 off
12 June 28-29 Chicago — Sept. 15-16 Washington DC* — Oct. 26-27 Las Vegas
Update on Accounting & Financial Reporting Identify the accounting and reporting changes for 2016 which impact your company's financial statements. 7 Oct. 31 Boston — Nov. 9 Orlando — Nov. 16 Memphis — Nov. 30 Chicago
 

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