Booke's Group-Live 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.

We have a number of Special Offers available for the 2016 seminars. Read offer details here

All of these topics are available for corporate training. To read a full description, click on the seminar title in the table below.

 

P&C Seminars

Description

CPE

Remaining 2016 Dates & Locations

Accounting and Financial Reporting for P&C Insurance Receive a comprehensive orientation to P&C insurance accounting and financial reporting - Statutory and U. S. GAAP. 20 Dec. 5-7 Winston-Salem
Annual Statement for P&C Insurance Learn how to prepare the P&C Annual Statement. 28 Dec. 5-8 Winston-Salem
Derivative Accounting and Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives.
12  
Federal Income Taxation for P&C Companies 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 Dec. 7-9 Winston-Salem*
Financial Analysis for P&C Insurance Learn how to analyze P&C insurance company financial statements.
*Combine with Overview for $500 off
15 Dec. 7-8 Winston-Salem*
Financial Planning and Analysis for P&C Companies Learn the financial planning, forecasting, and analysis process for P&C companies. 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.

14  
Investment Accounting & Reporting Learn Statutory and GAAP accounting and reporting for investments of P&C and HMO/Health insurers.
12  
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  
Overview of Statutory Financial Reporting for P&C Insurance 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 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  
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  
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  
Statutory Accounting Principles for P&C Insurance Learn the Statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual.
14  
P&C Update on Accounting and Financial Reporting Learn about the new accounting and reporting changes for 2016 and beyond. 7  

Life Seminars

Description

CPE

Remaining 2016 Dates & Locations

Accounting and Financial Reporting for Life Insurance Companies Receive a comprehensive orientation to life insurance accounting and financial reporting - U. S. Statutory and GAAP. 20 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  
Life Annual Statement Acquire the knowledge and skills necessary to prepare the Life and Accident & Health Annual Statement (Blue Book). 28 Dec. 6-9 Winston-Salem
Derivative Accounting & Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives.
12  
Life Federal Income Taxation Learn to prepare or review Form 1120-L and tax provisions for Statutory and U.S. GAAP financial statements. 20 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  
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.

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 for Life Insurance Receive an introduction to the Life Annual Statement and key life insurance industry accounting concepts.
8  
Life Reinsurance Learn how the various forms of reinsurance function and 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. 16  
Statutory Accounting Principles for Life Insurance 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  
Statutory Financial Concepts for Life Insurance Companies

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

16 Dec. 13-14 Winston-Salem
Update on Accounting and Financial Reporting for Life, Fraternal, and Health Insurance Identify the accounting and reporting changes for 2016 which impact your company's financial statements. 7  
 

Health Seminars

Description

CPE

Remaining 2016 Dates & Locations

Health Annual Statement Acquire the knowledge and skills necessary to prepare the NAIC Health Annual Statement (Orange Book). 28  
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.
14  
Investment Accounting & Reporting Learn Statutory and GAAP accounting and reporting for investments of P&C and HMO/Health insurers. 12  
Overview of Statutory Financial Reporting for Health Insurance Receive an introduction to the Health Annual Statement and key HMO/Health insurance industry accounting concepts.
8  
Statutory Accounting Principles for Health Insurance Learn the Statutory accounting principles contained in the NAIC Accounting Practices and Procedures Manual.
12  
Update on Accounting & Financial Reporting for Life, Fraternal, and Health Insurance Identify the accounting and reporting changes for 2016 which impact your company's financial statements. 7  
 

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