insurance training you need by experts you trust

2025 Small Group, In-Person Statutory Insurance Training

 Glendale, California: July 24 - 25, 2025 

Addison, Texas: August 28 -29, 2025

Build a Stronger Foundation in Insurance Financial Reporting and Go Deeper Into Loss Reserving and the Claims Cycle

This two-part training is designed for property and casualty insurance professionals seeking to reinforce core financial reporting principles and gain deeper insights into the claims transaction cycle and reserving methodologies.

Choose the training path that supports your professional goals:

• Day 1: Core principles of insurance financial reporting

• Day 2: Deep dive into loss reserving, claims, and audit risk

• Earn up to 12 hours of CPE 

Full-Day Fundamentals Training

Financial Reporting for Property and Casualty Insurance
Taught by Bill Rosenberger, CPA, Insurance Practice Leader

Stand-alone course, can also be paired with next-day Deep Dive Workshop (described below)

Dates:

• Thursday, July 24, 8:30 am - 5:00 pm, JLK Rosenberger training facility in Glendale, California 
• Thursday, August 28, 8:30 am - 5:00 pm, JLK Rosenberger training facility in Addison, Texas 

Insurance topics covered in one-day, in-person training: 

The business model for property and casualty insurance, key statutory accounting concepts pertaining to the investment cycle, loss reserving and claims cycle, premium cycle, and reinsurance.

Who should attend?

New finance, accounting, and audit professionals, as well as experienced professionals seeking a refresher

After attending the training, participants will be able to:

• explain the general business model for insurance and what makes it distinct from most other industries

• understand different property and casualty product offerings, how to account for, and how to report premiums and related acquisitions costs

• understand the loss reserving cycle and how to account for and report losses and loss adjustment expenses

• understand reinsurance, the basic types of reinsurance, and how to account for and report reinsurance transactions

• understand the investment cycle of insurers and how to account and report investing activities

• possess an understanding of the overall regulatory environment, including requirements that are imposed on insurance entities

• express the basic differences between the statutory basis of accounting and generally accepted accounting principles as they pertain to insurers

CPE credits: 8.0

Fields of study: Accounting

Cost: $295, including light breakfast, lunch, and snacks

Delivery method: Group, In-Person Live

Location of materials: Will be given to attendees during training

Program level: Basic

Prerequisites: None

Advanced Preparation: None

Half-Day Deep Dive Workshop

Loss Reserving and Claims Cycle

Taught by Bill Rosenberger, CPA, Insurance Practice Leader

Stand-alone half-day workshop or add-on to Insurance Accounting Fundamentals Training (described above)

Dates:

• Friday, July 25, 9:00 am - 1:30 pm, JLK Rosenberger training facility in Glendale, California 

• Friday, August 29, 9:00 am - 1:30 pm, JLK Rosenberger training facility in Addison, Texas 

Insurance topics covered in half-day, in-person training: 
Accounting for claims, identifying the key processes of the transaction cycle and prominent loss reserving methods employed by insurance companies, introduction to the audit risk assessment process pertaining to claims, and the auditor’s response to identified risks

Who should attend?
Finance, accounting, and audit professionals with at least a basic understanding of the financial model for insurance entities. It is also a good course for experienced professionals seeking a refresher.  

After attending the training, participants will be able to:

• understand the overall claims transaction cycle

• understand the role of actuaries in provisions for loss and loss adjustment expense reserves

• understand prominent actuarial methods employed by property and casualty insurers

• identify NAIC requirements surrounding the reserving for loss and loss adjustment expenses

CPE credits: 4.0

Fields of study: Accounting, auditing

Cost: $175, including light breakfast, lunch, and snacks

Delivery method: Group, In-Person Live

Location of materials: Will be given to attendees during training

Program level: Intermediate

Prerequisites: Financial Reporting for Property and Casualty Insurance training (above) or possess a basic knowledge of accounting by insurance enterprises 

Advanced Preparation: None

Requests for cancellations must be submitted in writing and received by JLK Rosenberger ten (10) business days prior to 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.