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Join us in Texas or California for 

S.S.A.P. Chat Live 2024 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 21 or California on December 5, 2024. 

Texas Update

November 21, 2024
  • Texican Court Hotel and Conference Center
  • 7:30 am - 6:00 pm 
  • 8.0 CPE Credits
  • $295 includes breakfast, lunch, drinks, snacks, and cocktail reception

California Update

December 5, 2024

INSURANCE CPE TOPICS & SPEAKERS

Annual Statement & NAIC Update
Connie Jasper Woodroof, Owner, CJW Associates

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

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

Reinsurance Alternatives Using Captive Insurance
California: Allan Smith, Client Service Leader, Marsh Captive Solutions

Regulatory Update

Economic and Investment Landscape

And more

Insurance Update Testimonials

"I got to connect with other professionals who happen to have a lot of information about things that I need to learn and can use back in my job. I was surprised to enjoy the tax session as much as I did. It was long, but the presenters made it very fun. I laughed out loud probably seven times during the tax session of all sessions. I'm just glad I was here."

Gordon Thompson Consulting Actuary, AmeRisk Consulting
“The day passed by really quickly but we received a lot of unique and helpful information that you wouldn’t normally get in your day to day dealings in the industry. I wrote down a list of things I want to check on once I get back to work.”
Insurance Company Employee Senior Accountant
“I thought this was a great investment of my time and my money. The agenda did a really good job of bookending market trends and reinsurance trends with specific things for finance, compliance, and us as accounting professionals. But the other topics in the agenda really brought the things you hear about in the market and your general knowledge of  life into focus for you as an insurance professional.”
Monica Spivey Director of Accounting, KW Specialty Insurance Company

 

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:

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Marsh 1
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If you are interested in becoming a S.S.A.P. Chat Live event sponsor, please contact us.

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Requests for cancellations must be submitted in writing and received by JLK Rosenberger 10 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: www.NASBARegistry.org.