Z 2020 Health Annual Statement Preparation Seminar – old

What You Will Learn (2020 update coming soon)

• 4-day seminar provides understanding and working knowledge necessary to prepare and file 2019 Health Annual and 2020 Health Quarterly Statements.
• Overview of changes to the 2019 Health Annual and the 2020 Health Quarterly Statements.
• How to prepare all Pages, Exhibits, Schedules and Supplemental Exhibits including the Health RBC Formula and Supplemental Health Care Exhibit in the 2019 Health Annual Statement.
• Overview of the Statement of Statutory Accounting Principles necessary to complete the various pages of the 2019 Health Annual Statement.
• Utilizes Case Studies, Examples and Exercises to enhance participants' skills.
• Those needing an introductory course on Statutory Accounting and Reporting should consider the Introduction to Statutory Accounting and Reporting Seminar prior to attending this seminar.
• Participants are encouraged to bring copies of their 2018 Health Annual Statement and RBC Report for discussion and clarifications of any reporting problems.

Seminar Content (2020 update coming soon)

• Overview of key Statutory Accounting Principles applicable to completing the Statutory Health Annual Statement.
• Overview of 2019 Annual and 2020 Health Quarterly Statements.
• Accounting and Reporting for Assets, Admitted Assets, Liabilities, Premiums, Claims, Reinsurance.
• Accounting and Reporting for invested assets including Schedules A, B, BA, D, DA, DL & E.
• Completion of Balance Sheet, Statement of Revenue and Expenses, Capital and Surplus, Cash Flow.
• Completion of other Exhibits, Schedules, Notes to Financial Statement and General Interrogatories.
• Completion of all Supplemental Exhibits including the Health Organizations Risk-Based Capital Formula, Supplemental Health Care Exhibit and Supplemental Compensation Exhibit, etc.

Who Should Attend?

• Individuals responsible for the preparation and individuals providing supporting data for the preparation of the Health Annual and Quarterly Statements.
• Individuals responsible for the review and final sign-off of the Health Annual and Quarterly Statements.
• Accountants, Auditors, Actuaries, Financial Executives, Regulators and Others responsible for the all or part of the preparation, review or auditing of the Health Blank.

Class Information

Class begins at 8:30 a.m. each day and concludes at 4:30 p.m. on the last day. Continental breakfast will be served each morning from 7:30 a.m. and 8:30 a.m. Morning and afternoon refreshments are provided. Lunch is the responsibility of the attendee. A welcome reception will be held after the first day's session.

• Field of Study
  Specialized Knowledge and Applications
• Level of Difficulty: Basic
  Introduction; No prerequisite or advance preparation is required, but the Introduction to Health Statutory Accounting and Reporting Seminar is recommended.
• Format of Course
  Presentation with Training Guide ("Group-live")

Terms & Conditions

• Confirmation Procedures
  You will receive confirmation via email of your registration. Registration is not complete until your payment is received. Your confirmation will provide information regarding transportation, logistics and materials needed for the seminar(s) as well as an invoice for your tuition.
• Cancellations/Refunds
  We understand that circumstances may arise that require you to cancel. You may send a replacement or apply your tuition to another MSS seminar within the following 12-months if you notify MSS 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 MSS to cancel in advance, you will be liable for the entire tuition amount.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 919.569.6762.

Speakers

• Bruce Cromartie, President/CEO
• Colleen Gingrich, Vice President
• Karen Foster, Director, Consulting Services