Public Seminars
We provide public seminars for insurance companies, insurance regulators, CPA firms and other entities in the insurance industry. Our seminars are taught by statutory accounting professionals with years of experience in insurance regulation including tenures at insurance companies, insurance trade associations, insurance departments, and the NAIC. In addition, we have extensive practical experience in preparing and filing statutory reports including the annual and quarterly statement and Risk-Based Capital.
Our seminars are taught with both the theoretical knowledge of how to teach statutory accounting and reporting and the practical knowledge because we also prepare and file, each quarter, and each year, over 50 Health, Life, and Property & Casualty quarterly and annual statements. Therefore, we know from a practical point of view, all the issues and nuances you face in dealing with statutory accounting and reporting.
Our public seminars focus on key accounting and reporting areas such as:
- Investment accounting and reporting
- Introduction to statutory accounting and reporting
- Preparation and filing of annual and quarterly statements
- Claims accounting and reporting
- Risk-Based Capital reporting
Seminar Publications
We offer each of the Seminar Manuals for sale to individuals who are not able to attend the live seminar. Individuals who purchase the Seminar Manuals may call MCS for clarifications and questions they may have on the materials. The manuals are an excellent resource and are designed to be thorough, practical and easy to use. Individuals can count on the Seminar Manuals to gain valuable insight and understanding on the topic.
- Complete manual from live seminar.
- Includes all PowerPoint slides used at live seminar.
- Includes illustrations, case studies, completed Annual and Quarterly Statements and Risk-Based Capital Formula.
- Download and fill out our Order Form to mail with your payment.
Continuing Education
SS&C Insurance Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Cancellation & Refund Policy
We may have to cancel a seminar and/or move participants to another date. If this situation occurs, we will notify you in advance. If you cannot make the new date or we cancel the seminar, we will issue a full refund.
We understand that circumstances may arise that require you to cancel. Listed below are options for each delivery mode.
On-Site Seminars (Group-Live)
You may send a replacement or apply your tuition to another seminar within the following 12-months if you notify us fifteen (15) business days prior to the seminar date.
As an alternative, you may request a refund, less a $200 administrative fee, up to ten (10) business days prior to the seminar date. If notification of cancellation is received less than ten (10) business days prior to the seminar date, you will be liable for the entire tuition amount. In fairness to all attendees, if you do not attend a seminar for which you are confirmed and do not contact us to cancel in advance, you will be liable for the entire tuition amount.
Virtual Training Seminars (VTS) (Group Internet Based)
For virtual training seminars less than 4 CPE credits, there is no refund if you cancel. You may substitute another attendee if you let us know in advance of the virtual training seminar.
For virtual training seminars more than 4 CPE credits, you may request a refund, less a $200 administrative fee, up to five (5) business days prior to the start of the VTS or substitute another attendee. As an alternative, you may apply your full tuition to another training (on-site seminar, virtual training seminar or webinar) within the following 12-months. If you have received access to course materials, we will deduct an additional $525 as well as the administrative fee from your refund. If you do not attend a VTS for which you are confirmed and do not contact us to cancel in advance, you will be liable for the entire tuition amount.
Webinars (Group Internet Based)
For webinars less than 4 CPE credits, there is no refund if you cancel. You may substitute another attendee if you let us know in advance of the webinar.
Hotel & Travel
Attendees are responsible for making transportation and hotel arrangements. Expenses for travel, hotel, and meals are not included in the tuition, except for continental breakfast each morning and evening reception on first day.
A block of rooms will be held at special rates for seminar attendees up to 30 days prior to each seminar. Make your reservations directly with the hotel and reference the Millennium Seminar Services seminar that you are attending. Refer to seminar description for specific hotel location.