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 Connie
Jasper Woodroof, Fiserv’s NAIC Liaison, will lead
these information-packed webinar. 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.
Investment Schedules Agenda:
Objective: This course provides participant with a basic understanding of the different types of invested assets and the appropriate statutory accounting/reporting of those assets. In addition, a discussion of invested asset limitations provides participants with a general concept of investment limitations establish by each state’s insurance regulatory authority. This is a Group-Internet-Based offering.
This is a 2 day course, 12:00 - 3:30 pm Central each day.
The Investment Schedules seminar will cover the following:
- Schedule A, B, BA, D, DA, E
- Securities Valuation Office (SVO)
- Summary Investment Schedule
- Supplemental investment interrogatories
- User specific topics by request
Intended Audience
Personnel responsible for filing annual statement and associated reports. No advanced preparation is required. A basic understanding of statutory accounting and annual statements is helpful, but not required.
Estimated CPE Credit
6 credit hours
Register
General information for this webinar will be appropriate for all attendees.
Investment Session
August 20-21, 12:00 - 3:30 pm Central - $600
If you wish to register by mail, please make a phone reservation first at 800-373-3366, ext. 5743.
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