Statutory Accounting and Reporting
for the Annual Statement

Connie Jasper Woodroof, FREEDOM's NAIC LiasonConnie 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

Life Statement

WEB BASED
2008 Date(s)
Cost
 
Life Statement Webinar September 29 - October 2 $1200
Choose multiple seminars and get a discounted rate!
Investment Schedules + Life Statement Webinar August 20-21 and September 29-October 2 $1500
Statutory Accounting + Life Statement Webinar July 15-16 and September 29-October 2 $1500
Choose all 3 webinars and save $600 July 15-16, August 20-21, and September 29-October 2 $1800

If you are interested in attending a live session of the statutory accounting and/or investment schedules, as well as the life statement webinar, contact our office @ 800-373-3366 ext. 5743 for discount pricing.

Charlotte Sessions, Includes P&C Statement Preparation

Seminars in Charlotte, NC
Date(s)
Cost
 
Investment Schedules August 25 $600
Statutory Accounting Principles
August 26 $600
P&C Statement August 27-28 $1200
Choose multiple seminars and get a discounted rate!
Investment Schedules + P&C Statement August 25, 27-28 $1500
Statutory Accounting + P&C Statment August 26, 27-28 $1500
Choose all 3 seminars and save $600 August 25-28 $1800

Chicago Sessions, Includes Health Statement Preparation

Seminars in Chicago, IL
Date(s)
Cost
 
Investment Schedules July 28 $600
Statutory Accounting Principles
July29 $600
Health Statement July 30-31 $1200
Choose multiple seminars and get a discounted rate!
Investment Sched + Health Statement July 28, 30-31 $1500
Statutory Accounting + Health Statment July 29-31 $1500
Choose all 3 seminars and save $600 July 28-31 $1800