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Join us in Texas or California for 

S.S.A.P. Chat Live 2023 Insurance Industry Update

Come together with insurance industry professionals and earn hard-to-find insurance-specific CPE at a year-end Insurance Update in Texas on November 16 or California on December 7, 2023. 

Texas Update

November 16, 2023
  • Texican Court Hotel and Conference Center
  • 7:30 am - 6:00 pm 
  • 8.0 CPE Credits
  • $225 includes breakfast, lunch, drinks, snacks, and cocktail reception

California Update

December 7, 2023


Annual Statement Update
Connie Jasper Woodroof, Owner, CJW Associates

Tax Update and Impact on Insurers
Robert Gabon, Partner, JLK Rosenberger & Jason Simkin, Member, Simkin CPA

Reinsurance Market Outlook
Patrick Abbe, US Regional & Mutual Strategic Growth Leader, Aon

GAAP & Stat Update
Maria Vigul, Senior Manager & Ani Zadorian, Partner, JLK Rosenberger

DOI Regulatory Update
Texas: Randall Evans, Deputy Commissioner, Texas Department of Insurance

Economic and Investment Landscape
Texas: Floyd Simpson, Director, PFM Asset Management
California: Scott Mildrum, Economic and Macro Strategist, Performa

Legislative Update/Outlook

Additional Insurance Topics

2022 Insurance Update Testimonials


After attending the training, participants will be able to:

  • Learn about the changes implemented for annual statement, GAAP and statutory reporting.

  • Explore the most recent economic, tax and reinsurance developments that may impact the financial reporting of domestic insurance companies.

Who Should Attend? Insurance industry professionals, including accountants, CEOs, and CFOs
CPE Credits: 8.0
Fields of Study: Accounting, Auditing, Taxes, Specialized Knowledge
Prerequisites: Basic knowledge of accounting by insurance enterprises
Advanced Preparation: None
Program Level: Update
Delivery Method: Group Live
Location of Materials: Presentation materials will be emailed to all registered participants prior to the course. 

Thank you to our event sponsors:

JLK Rosenberger Logo_pantone 301-600px
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Performa Logo
Simkin CPA Logo 2
Swift Logo
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Requests for cancellations must be submitted in writing and received by JLK Rosenberger five (5) days prior to the date of the event in order to receive a refund. Please note that a fee of up to 10% will be deducted from your refund to cover the charges incurred by our payment processor.

In the rare event of a program cancellation or rescheduling, registered attendees will be contacted immediately via the registered email address. For more information regarding complaint, and/or program cancellation policies, please contact our offices at 949-860-9880.

JLK Rosenberger 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: