Tuition: $650   •  CPE Credits: 6.5

This Virtual Training Seminar provides an update on statutory accounting, reporting, investment, risk-based capital and other financial regulatory issues affecting Life and P&C companies.

September 28, 2021
9:00am Eastern
(8:00am Central)

October 1, 2021
9:00am Mountain
(8:00am Pacific)

About the Seminar

Seminar Fee
Standard Rate $650
Regulator Rate $350
  • (includes digital course materials which will be emailed)

What You Will Learn

  • Update on financial regulatory issues affecting Life and P&C companies.
  • New accounting and reporting principles in Accounting Practices and Procedures Manual, as of March 2022.
  • Changes to Purposes and Procedures Manual of the NAIC Investment Analysis Office and other investment filing and reporting requirements.
  • Changes to 2021 Life and P&C Annual Statements.
  • Overview and update to 2022 Life and P&C Quarterly Statements.
  • Other financial regulatory issues under consideration at the NAIC affecting Life and P&C companies.
  • Participants are encouraged to bring copies of their prior year's annual statement and RBC report for discussion and clarifications of any reporting problems.

Seminar Content

Who Should Attend?

  • Individuals needing a comprehensive update of all financial, accounting, reporting, investment, and other financial regulatory changes.
  • Accountants, auditors, actuaries, underwriters, financial executives and staff, regulators and others in need of an update on statutory accounting and reporting issues.

Class Information

  • Class begins at 9:00 a.m. and concludes at 4:00 p.m.
  • Field of Study
    Specialized Knowledge and Applications
  • Level of Difficulty: Update. Prerequisites:
    • Familiarity with statutory accounting and reporting.
    • Familiarity with statutory accounting concepts.
    • Familiarity with the organization of the various statutory annual and quarterly statement blanks.
    • Familiarity with the fundamentals of GAAP for insurance companies.
  • Format of Course
    Presentation with Training Guide ("Group Internet-Based")

Terms & Conditions

  • Registration closes 1 week before the seminar start time.
  • Confirmation Procedures
    You will receive confirmation via email for your registration. Registration is not complete until your payment is received.
  • Cancellations/Refunds
    We understand that circumstances may arise that require you to cancel. You may send a replacement if you notify SS&C five (5) business days prior to the seminar date. As an alternative, you may request a refund, less a $250 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 SS&C 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 Jennifer Taylor direct at 919.569.6762.


  • Bruce Cromartie

Virtual Training Information
  1. Make sure you can access Check with your IT department to unblock this site if needed.
  2. We recommend using Chrome, Edge or Firefox to access our meeting room. If your browser just spins and never loads, you will need to contact your IT staff as your firewall is blocking the site.
  3. Please run our diagnostic tool to determine if your computer is set up to work with our VTS platform. If you pass, you should be all set to go.
  4. The audio line for the training session will be provided once you are in the meeting room. You are also welcome to use the VoIP (integrated audio) feature.
  5. Training materials will be emailed to you approximately 1-2 days prior to the Virtual Training Seminar.
  6. Those wanting CPE credit must be registered and logged on individually on desktop or laptop computers and answer polling questions during the presentation.