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https://clearwateranalytics.com/resources/upcoming-events/naic-updates-summer-2022-national-meeting-overview/?utm_medium=email&u...
Submission: On August 11 via api (August 11th 2022, 1:15:33 pm UTC) from US — Scanned from DE

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UPCOMING EVENTS 2:00 P.M. ET AUGUST 24, 2022


NAIC UPDATES | SUMMER 2022 NATIONAL MEETING OVERVIEW

 * CPE

 * Share:
 * 
 * 
 * 

Join our live webinar featuring accounting experts from Clearwater Analytics and
the NAIC. They will provide insight into the latest investment accounting
guidance updates from the NAIC’s 2022 Summer National Meeting and how these
changes will impact your reporting.

Following the summer meeting updates, we will host a live product tour on August
29. We will show you just how easy Clearwater makes filing regulatory reporting
statements, where to find the NAIC reports, and how to download your statements
in just a few clicks.

Learning Objectives:

 * Gain insight into updates and changes adopted by the Statutory Accounting
   Principles Working Group, Valuation of Securities Task Force, and other NAIC
   groups
 * Understand topics under discussion with the NAIC
 * Learn what you need to know for annual and quarterly reporting

Additional Information:

 * Prerequisites: None
 * Who should attend: Insurance investment and accounting professionals
 * Advanced preparation: None
 * Program level: Basic
 * Delivery method: Internet group live
 * Cost: Complimentary
 * Total number of CPE credits: 1.0
 * Field of study: Specialized Knowledge


PLEASE PROVIDE THE FOLLOWING DETAILS:

*
First Name:




*
Last Name:




*
Business Email:




*
Company:




*
Job Title:




*
Phone Number:




*
I grant permission for Clearwater to use my personal data according to
the privacy policy.
















Register


FEATURED PRESENTERS

+
View Bio



Sabrina Wilson, CPA, FLMI

Senior Subject Matter Expert, Clearwater Analytics

Sabrina Wilson, CPA, FLMI

Senior Subject Matter Expert, Clearwater Analytics

Sabrina serves as a subject matter expert for regulatory filings at Clearwater.
In this role, she works with internal teams for the ongoing enhancement of NAIC
reports. Sabrina has over 15 years of statutory accounting and reporting
experience and uses her background to communicate industry best practices and
comment on regulatory guidance and procedures. She also handles complex
statutory accounting and analytics questions posed by our user community.

Sabrina is a certified public accountant, has earned the designation of Fellow,
Life Management Institute (FLMI), and has a master’s degree in accounting and
taxation from Boise State University.

+
View Bio



Charles Therriault, CFA

Director, NAIC Securities Valuation Office

Charles Therriault, CFA

Director, NAIC Securities Valuation Office

Charles Therriault holds an MBA from the University of Hartford and a BS in
Finance from the University of Connecticut. He is also a Chartered Financial
Analyst charterholder. He rose to Assistant Vice President in the Private
Placements group at Citigroup, performing credit analysis on the Travelers
insurance division investments. Prior responsibilities at Citigroup included
implementing a private equity investment management and accounting platform and
managing a portfolio analytics and performance attribution group.

After Citigroup, he joined Washington Mutual Corporation as a First Vice
President, working on mortgage-servicing rights valuation and analytics. He then
took a position at BNY Mellon and was a Managing Director in the Government
Solutions group, managing various scale initiatives supporting the U.S.
government’s financial stability programs and other work for various U.S.
government agencies. In 2013, Charles was appointed as the Director of the
NAIC’s Securities Valuation Office, managing the credit quality assessment and
valuation in compliance with regulator adopted policies of securities owned by
state regulated insurance companies as well as supporting state insurance
regulators on investment issues.

Clearwater Analytics 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.learningmarket.org.

For more information regarding CPE credit, concerns, and cancellation policies,
please contact Karli Bennett at kbennett@clearwateranalytics.com.


RELATED RESOURCES

EBOOKS


KEY CONSIDERATIONS FOR A SUCCESSFUL FINANCE TRANSFORMATION



BLOG


JUNE UPDATE: NAIC VALUATION OF SECURITIES TASK FORCE



MARKET INSIGHT PAPERS


NAIC SPRING 2022 REGULATORY UPDATE



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POPULAR USE CASES

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 * Current Expected Credit Losses (CECL)
 * ESG and Responsible Investing

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 * 

© 2022 Clearwater Analytics. All rights reserved.

This material is for information purposes only. Clearwater makes no warranties,
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clearwateranalytics.com Open in urlscan Pro 104.16.69.86 Public Scan

Form analysis 2 forms found in the DOM

Text Content

clearwateranalytics.com Open in urlscan Pro
104.16.69.86 Public Scan

Form analysis
2 forms found in the DOM