This blog was last updated on July 17, 2023

As part of our ongoing effort to return to the in-person model of providing continuing education, the instructors at Sovos Booke are on the move yet again this year. Your next chance to join us is coming up in September so read on to see how we expect the week to play out.

Westward ho!

In June, we met in Arlington, Virginia to bring you in-person continuing education opportunities. This September, we are traveling west to the Bay Area, home of the Golden Gate Bridge – San Francisco!

This conference center event will take place at 780 Mission Street, which is within walking distance of the Theater District and Union Square neighborhoods. A light breakfast will be provided every morning. We will also provide lunch on the first day of each class and then allow you to venture into the city on other days to enjoy all the different dining options.

The conference center and various hotels are all easily accessible via the San Francisco (SFO) or Oakland (OAK) International Airports. The nearest BART station is about a block and half away with even more tram stops in the vicinity. Check the conference center website for possible hotel deals.

A range of topics

We are offering a variety of classes for insurance professionals at all stages of their career.

Accounting & Financial Reporting is a 20-hour class that addresses a broad range of topics from premiums and expenses to reserves, investments and much more. This course also offers a comparison of GAAP to statutory principles. Choose between the life or the P&C-focused class.

• Life Accounting & Financial Reporting, September 26-28
• P&C Accounting and Financial Reporting, September 26-28

Our eight-hour Overview class delivers a high-level introduction to statutory accounting for blue book filers.

• Life Overview of Statutory Financial Reporting, September 27-28

Need a deeper dive on investments? This course covers the valuation, accounting and reporting of key asset classes that are prevalent within the life insurance industry.

• Life Investment Accounting and Reporting, September 28-29

Property & Casualty professionals with a specific interest in reinsurance or loss reserves can benefit from pairing the intermediate level courses below, which also come with a bundle discount.

• P&C Reinsurance 1: The Fundamentals, September 26-27
• P&C Reinsurance 2: Beyond the Fundamentals, September 28-29
• P&C Schedule P Preparation, September 26-27
• P&C Loss Reserve Analysis for Non-Actuaries, September 28-29

We also hope you stick around for an installment of our annual update class. Not only will we cover news from the NAIC, but also revisions to GAAP and IFRS guidance of relevance to insurers, along with actuarial changes and updates from other NAIC committees and working groups.

• Update on Accounting and Financial Reporting, September 29

Discounts available

In addition to class bundle discounts for the reinsurance and loss reserve courses noted above, you may also be interested in our group discounts. Receive $300 off per person after the first two attendees pay full price when multiple people from the same company register for the same seminar. Users of the Sovos Statutory Reporting software received $100 off on any public seminars over eight hours. And individual attendees will receive a coupon code for $600 off their next seminar of eight hours or more in 2023 when registering for any other seminar of at least eight hours.