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.

For your planning purposes, the preliminary 2017 Booke seminar schedule is below. Dates are still being added and this information is subject to change. This page was last updated Jan. 10, 2017.

We will announce the final 2017 schedule by email and social media, at which time registration will open. If you would like to sign up for our email list, click 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

2017 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 June 27-29 Chicago
Aug. 29-31 Chicago
Nov. 14-16 Orlando
Annual Statement for P&C Insurance Learn how to prepare the P&C Annual Statement. 28 June 26-29 Chicago
Aug. 28-31 Chicago
Sept. 26-29 New Orleans
Nov. 28-Dec. 1 San Diego
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 June 14-16 Orlando
July 26-28 Chicago
Financial Analysis for P&C Insurance Learn how to analyze P&C insurance company financial statements.
*Combine with Overview for $500 off
15 July 26-27 Chicago
Financial Planning and Analysis for P&C Companies Learn the financial planning, forecasting, and analysis process for P&C companies. 12 July 25-26 Chicago
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 Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.

14 Not being presented in 2017, however, 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.
12 June 14-15 Orlando
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. 30-31 Chicago
Nov. 16-17 Orlando
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 June 13 Orlando
July 25 Chicago
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 June 26-27 Chicago
Sept. 26-27 New Orleans
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.
12 June 28-29 Chicago
Sept. 26-27 New Orleans
Nov. 30-Dec. 1 San Diego
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. 28-29 Chicago
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.
14 June 14-15 Orlando
P&C Update on Accounting and Financial Reporting Learn about the new accounting and reporting changes for 2016 and beyond. 7 Nov. 15 Orlando
Nov. 29 San Diego (TCP Users Conference Week)

Life Seminars

Description

CPE

2017 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 June 13-15 Orlando
Aug. 28-30 Chicago
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 June 27-28 Chicago
Aug. 30-31 Chicago
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 June 26-29 Chicago
Nov. 28-Dec. 1 San Diego
Derivative Accounting & Reporting Learn Statutory, U.S. GAAP, and International (IFRS) accounting and reporting for derivatives.
12 June 13-14 Orlando
Life Federal Income Taxation Learn to prepare or review Form 1120-L and tax provisions for Statutory and U.S. GAAP financial statements. 20 June 26-28 Chicago
Nov. 29-Dec. 1 San Diego
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 being presented in 2017, however, this topic is available for corporate training. 
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.

14  Not being presented in 2017, however, 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.
14 June 15-16 Orlando
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 Aug. 30-31 Chicago
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 June 14-15 Orlando
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 Aug. 28-29 Chicago
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 Nov. 15 Orlando
Nov. 29 San Diego(TCP Users Conference week)
 

Health Seminars

Description

CPE

2017 Dates & Locations

Health Annual Statement Acquire the knowledge and skills necessary to prepare the NAIC Health Annual Statement (Orange Book). 28 June 13-16 Orlando
International Financial Reporting Standards Gain a comprehensive orientation to key International Financial Reporting Standards (IFRS) for insurers.
14  Not being presented in 2017, however, 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. 12 June 14-15 Orlando
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 June 14-15 Orlando
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 Nov. 15 Orlando (TCP Users Conference week)
 

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