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Connie
Jasper Woodroof, Fiserv’s NAIC Liaison, will lead
these information-packed seminars. Connie has ten years
of hands-on experience preparing annual statements and
is a former Financial Reporting Education Coordinator
for the NAIC. She stays up to date on current issues
through regular attendance at national and regional
NAIC meetings. Connie is an engaging and experienced
educator that makes the seminar content easy to absorb
and retain.
You don’t have to be a client to benefit from
Connie’s instruction. These seminars are designed
for all insurance professionals who prepare, audit or
analyze statements. We invite you to bring your own
company’s statements for comparison purposes.
Please note that 2008 instruction will be based on 2008
reporting and accounting requirements for the annual,
but will include 2009 changes for the quarterly discussion.
View the seminar agendas
Investment Schedules in Charlotte, Chicago, or on the Web
Statutory Accounting Principles in Charlotte, Chicago, or on the Web
Life Statement on the Web
P&C Statement in Charlotte
Health Statement in Chicago
NAIC Updates and Blank changes on the Web
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