Booke's 2017 Seminars

Live, group CPE education by full-time instructors with years of industry experience.

People at a seminar

Our 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.

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

Special Offers for 2017:

  • Get $300 per person off after the first two registering for the same seminar location and date (not valid for Update seminars)
  • Save $500 on selected combination seminars. Please see the course descriptions for the available combination seminars.
  • Companies 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)

Read offer details here

 

P&C Seminars  |  Life Seminars  |  Health Seminars

P&C Seminars

Description

CPE

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 Oct. 23-25 Las Vegas
Nov. 14-16 Orlando
Dec. 11-13 Winston-Salem
Annual Statement for P&C Insurance Learn how to prepare the P&C Annual Statement. 28 Sept. 26-29 New Orleans
Nov. 28-Dec. 1 San Diego
Dec. 11-14 Winston-Salem
Derivative Accounting and Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives.
12 Oct. 26-27 Las Vegas
Federal Income Taxation for P&C Companies Learn how to prepare the Federal income tax return and handle the responsibilities for the federal income tax accounting and reporting for P&C companies.
*A seminar combination is available
22 Oct. 25-27 Las Vegas*
Dec. 13-15 Winston-Salem*
Financial Analysis for P&C Insurance Learn how to analyze P&C insurance company financial statements.
*A seminar combination is available
15 Dec. 13-14 Winston-Salem*
Financial Planning and Analysis for P&C Companies Learn the financial planning, forecasting, and analysis process for P&C companies. 12 Nov. 30-Dec. 1 San Diego
Financial Reporting for Non-Financial Managers Learn key elements of Statutory and GAAP financial statements for P&C Insurers 14 Sept. 27-28 New Orleans
Nov. 16-17 Orlando
International Financial Reporting Standards Learn key International Financial Reporting Standards (IFRS) for insurers.

 14  This topic is available for corporate training
Investment Accounting & Reporting Learn Statutory and GAAP accounting and reporting for investments of P&C and HMO/Health insurers.
*A seminar combination is available
12 Oct. 25-26 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.
*A seminar combination is available
12 Sept. 28-29 New Orleans*
Nov. 16-17 Orlando*
Overview of Statutory Financial Reporting for P&C Insurance Learn about P&C insurance and key accounting concepts.
*A seminar combination is available
8 Oct. 24 Las Vegas*
Dec. 12 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.
*A seminar combination is available
14 Nov. 28-29 San Diego*
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.
*A seminar combination is available
12 Nov. 30-Dec. 1 San Diego*
Schedule P Preparation Learn how to complete Schedule P of the Annual Statement and understand its analytic value.
*A seminar combination is available
12 Sept. 26-27 New Orleans*
Nov. 14-15 Orlando*
Statutory Accounting Principles for P&C Insurance Learn the Statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual.
*A seminar combination is available
14 Oct. 25-26 Las Vegas*
Update on Accounting and Financial Reporting Learn about the new accounting and reporting changes for 2017 and beyond. 7 Oct. 6 Winston-Salem
Oct. 23 Los Angeles
Nov. 10 Columbus
Nov. 14 Boston
Nov. 15 Chicago
Nov. 15 Orlando
Nov. 29 San Diego (TCP Users Conference Week)
Dec. 5 Honolulu
 

Life Seminars

Description

CPE

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 Oct. 24-26 Las Vegas
Actuarial Concepts for Non-Actuaries Gain a perspective of the actuarial impact on U.S. GAAP and Statutory financial statements. The emphasis is on obtaining simple, conceptual knowledge rather than on detailed calculations. 14 Nov. 30-Dec. 1 San Diego
Life Annual Statement Acquire the knowledge and skills necessary to prepare the Life and Accident & Health Annual Statement (Blue Book). 28 Nov. 28-Dec. 1 San Diego
Dec. 12-15 Winston-Salem
Derivative Accounting & Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives.
*A seminar combination is available
12 Oct. 26-27 Las Vegas*
Life Federal Income Taxation Learn to prepare or review Form 1120-L and tax provisions for Statutory and U.S. GAAP financial statements. 20 Nov. 29-Dec. 1 San Diego
Dec. 12-14 Winston-Salem
GAAP for Life Insurance Companies Customize a program that will acquaint your team with 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.

  This topic is available for corporate training. 
International Financial Reporting Standards Learn key International Financial Reporting Standards (IFRS) for insurers.

 14  This topic is available for corporate training
Investment Accounting & Reporting Acquire an understanding of the accounting and reporting for invested assets for life insurance companies.
*A seminar combination is available
14 Oct. 24-25 Las Vegas*
Overview of Statutory Financial Reporting for Life Insurance Receive an introduction to the Life Annual Statement and key life insurance industry accounting concepts.
*A seminar combination is available
8 This topic is available for corporate training
Life Reinsurance Learn how the various forms of reinsurance function and how they are accounted for in life insurance company financial statements. 12 Oct. 26-27 Las Vegas
Separate Accounts Customize a program that will enhance your team's understanding of separate accounts products and the accounting and financial reporting for separate accounts.    This topic is available for corporate training
Statutory Accounting Principles for Life Insurance Learn the Statutory accounting principles contained in the NAIC's Accounting Practices and Procedures Manual.
*A seminar combination is available
14 Oct. 25-26 Las Vegas
Statutory Financial Analysis Customize a program that will provide your team with the skills and knowledge needed to analyze a life insurer's Annual Statement (Blue Book).
  This topic is available for corporate training.
Statutory Financial Concepts for Life Insurance Companies

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

16 This topic is available for corporate training
Update on Accounting and Financial Reporting Identify the accounting and reporting changes for 2017 which impact your company's financial statements. 7 Nov. 14 Boston
Nov. 15 Chicago
Nov. 29 San Diego (TCP Users Conference week)
 

Health Seminars

Description

CPE

Dates & Locations

Health Annual Statement Acquire the knowledge and skills necessary to prepare the NAIC Health Annual Statement (Orange Book). 28 This topic is available for corporate training
Derivative Accounting and Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives.
12 Oct. 26-27 Las Vegas
Investment Accounting & Reporting Learn Statutory and GAAP accounting and reporting for investments of P&C and HMO/Health insurers.
*A seminar combination is available
12 Oct. 25-26 Las Vegas*
Overview of Statutory Financial Reporting for Health Insurance Receive an introduction to the Health Annual Statement and key HMO/Health insurance industry accounting concepts.
*A seminar combination is available
8 Oct. 24 Las Vegas*
Statutory Accounting Principles for Health Insurance Learn the Statutory accounting principles contained in the NAIC Accounting Practices and Procedures Manual.
*A seminar combination is available
12 Oct. 25-26 Las Vegas*
Update on Accounting & Financial Reporting Identify the accounting and reporting changes for 2017 which impact your company's financial statements. 7 Nov. 14 Boston
Nov. 15 Chicago
Nov. 29 San Diego (TCP Users Conference week)
 

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