2010 User Group Conference

Printer-friendly version

This one-day seminar is a great way to learn about the latest enhancements to The Complete Package® and gear-up for the year-end. It’s also a good opportunity to learn about techniques other companies are using to streamline the Annual Statement preparation process.

Software Update Content:

• Current and Upcoming NAIC Initiatives —Guest Speaker—Dan Daveline, NAIC
• User Group Round Table—User’s share ideas on streamlining the annual statement preparation process
• Training—TCPAdmin, Report Writer, Tags and Filters, Word-Processing Pages, Etc.
• Page Enhancements
  • Annual Statement Blank and Instructions Changes
  • PDF Issues, Workpapers, PYD, CYD, Validations and Quarterly Statement
  • Electronic Filing, State Forms and Supplements
• Program Enhancements

See the attached PDF for the the full conference catalog.

Who Should Attend:

Anyone who wants to learn more about the latest enhancements and getting the most out of using The Complete Package^®.

Prerequisites:

No advance preparation or prerequisite is required for this seminar.

Class Times:

Class begins at 9:00 a.m. and ends at 4:30 p.m

Estimated CPE Credit: 7.0 hours

Tuition: $695

Note(s):

There will be a complimentary reception for all attendees and their guests on the evening of November 17th.

There also will be a complimentary evening activity for all attendees. Guests may be registered for the evening event with an additional registration fee.

This year's evening event will be held on Thursday, November 18th. We have made arrangements for the group to enjoy a Dinner Cruise on Thursday evening from 6:30 to 9:30 p.m. Drinks, food and entertainment will be provided. There is no charge for Software Update participants to attend the Dinner Cruise. However, for setup purposes, you must indicate on the registration form that you plan to attend or do not plan to attend. The charge for guests and any other seminar participants who are not attending the Software Update is $95. The $95 activity fee is nonrefundable.

Upcoming seminar dates and locations:

To register and pay by credit card, use the Register Now button(s) below.

To register by mail and pay by check, click here.