With the ever-changing regulatory landscape, new accounting standards, and emerging trends, it’s critical for insurers and related companies to stay up on the latest guidance. Join us for a two-day virtual training event as we provide insight on industry hot topics, including current and proposed accounting and tax updates and much more!
Learning Objectives
Upon completion of this program, participants will be able to:
- Discuss the most recent FASB agenda activities.
- List select recent GAAP accounting updates impacting financial statements for 2024 and beyond.
- Identify selected new rules from the SEC.
- Recognize key current federal tax law changes for year-end.
- Describe the tax legislative post-election outlook.
- State GAAP and statutory tax reporting updates.
- Explain state and local tax legislation changes.
- Identify the statutory statement changes.
- Outline risk-based capital revisions.
- Discuss statutory accounting updates.
- Describe the Valuation of Securities Task Force.
- Identify new NAIC topics and 2024 updates that impact the insurance industry.
- Recall updates from the November NAIC National Meeting.
- List the primary classification requirements and updated bond definition under the new standard.
- Describe potential changes and impacts to the classification of assets, accounting treatment, risk-based capital impacts, and transition guidelines surrounding the update.
- Discuss best practices and challenges being faced in implementation and transition to the applicable standards.
CPE Information
6.00 CPE Credit (pending approval)
Six CPE credits (pending approval) in the Accounting and Taxes fields of study may be awarded upon verification of participant attendance, during live broadcast.
Fields of StudyWho's This For
Insurance, accounting, and finance professionals.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Recommended Field of Study
Accounting and Taxes
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.
Forvis Mazars, LLP 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.
Presenters
Brian Anderson, Matt Church, Jim Garner, Phil Garner, Taylor Longacre, Brandy Shy, Connie Woodroof, CJW Associates