Sovos Insurance Regulatory Summit 2020

The premier source of education and technology for insurers and insurance partners

Education Courses

WHEN

Dec 8-10, 2020

WHERE

Online

Product Courses

WHEN

Dec 15-17, 2020

WHERE

Online

Sovos Insurance Regulatory Summit

Sovos’ Insurance Regulatory Summit consists of two exclusive virtual events providing the insurance industry with premier educational sessions from regulatory experts and instructors.

With more than 50 years helping professionals like you succeed in your career, our regulatory team is known and trusted throughout the insurance industry and is the premier compliance destination for information and emerging trends in tax, regulatory reporting and compliance.

Increase your accounting and reporting knowledge while earning up to 22 CPE credits when attending both weeks.

Is your team ready for the multitude of accounting principal updates and instructions changes for 2020? Attending the virtual Insurance Regulatory Summit will ensure that they are.

Attendees can get up to 22 CPE credits attending the Summit.

Sovos 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. See Sovos CPE Information.

Why you should attend:

1

Educational content backed by 50 years’ experience in the insurance industry

2

Gain expertise on insurance specific accounting and financial reporting software

3

On-demand access to registered content for 30 days

4

Virtual networking with peers in your industry

5

Receive up to 22 CPE credits through both courses

Speakers

FEATURED SPEAKER

Jacqueline Cranford

Jacqueline Cranford is the founder and principal of Cranford Advisory Services LLC and an affiliate of The Verna Myers Company. She is a trusted adviser, strategic planner, and dynamic trainer. Her value lies in helping her clients appreciate the intersectionality of talent management, diversity, and inclusion, and guiding them through strategies for effectively promoting all three.

Paul Banker

General Manager, Sovos

Glenn Sackett

Regulatory Education Director, Sovos

Jeff Clevinger

Regulatory Education Director, Sovos

Sarah Stubbs

Regulatory Education Director, Sovos

Seth Kernodle

VP, Regulatory Educations, Sovos

Wendy Walker

Solution Principal, Sovos

Kent Quam

Regulatory Education Director, Sovos

Randy Hafel

Senior Regulatory Specialist, Sovos

Lisa Mullen

Regulatory Education Director, Sovos

Kristine Butterbaugh

Solution Principal, Sovos

Bruce Benson

VP, Technology and Development, Sovos

Lisa Harris

Senior Product Manager, Sovos

Tip Tipton, CPA, FLMI

Thrivent

John Roberts

Managing Partner at Dixon Hughes

Education Courses

Sovos’ continuing education courses will provide attendees with the latest information and trends on regulatory issues impacting the insurance industry. Our team of professionals will provide a detailed overview of the new standards and regulations, as well as updates that may impact you in the year ahead.

Agenda

10:30AM –
11:20PM ET
KEYNOTE

Moving Toward Greater Diversity, Equity and Inclusion

Jacqueline Cranford, Cranford Advisory Services

11:30AM –
12:20PM ET

Insurance Industry Issues/Current Developments

John Roberts, DHG
CPE: 1

12:20PM –
1:00PM ET

Break

1:00PM –
2:20PM ET
Breakout Session

Statutory Accounting Principles Update – Life/Health

Glenn Sackett, Sovos
CPE: 1.5

Breakout Session

Statutory Accounting Principles Update – Property & Casualty

Sarah Stubbs, Sovos
CPE: 1.5

2:30PM –
3:20PM ET

GAAP Update

Seth Kernodle, Sovos | Glenn Sackett, Sovos
CPE: 1

10:30AM –
11:00PM ET
Daily Kickoff

Sovos Strategy for Insurance

Paul Banker, Sovos

11:00AM –
12:20PM ET

Blanks Working Group Update Panel (L/H/PC)

Glenn Sackett, Sovos | Randy Hefel, Sovos | Melissa Monaghan, Sovos
CPE: 1.5

12:20PM –
1:00PM ET

Extended Break

1:00PM –
2:20PM ET

Investments Update

Jeff Clevinger, Sovos
CPE: 1.5

2:20PM –
2:30PM ET

Break

2:30PM –
3:20PM ET
Breakout Session

Tax Update: Insurance/CARES

Sarah Stubbs, Sovos
CPE: 1

Breakout Session

Tax Update: Sovos Product Update

Wendy Walker, Sovos
CPE: 1

10:30AM –
11:00PM ET
Daily Kickoff

Meet the Sovos Education/Product Team

Educators/Developers

11:00AM –
12:20PM ET

Other NAIC Committees Update (Reinsurance/RBC/Other)

Seth Kernodle, Sovos | Kent Quam, Sovos
CPE: 1.5

12:20PM –
1:00PM ET

Extended Break

1:00PM –
1:50PM ET

Insights into the NAIC working process

Randy Hefel, Sovos | Tip Tipton

1:50PM –
2:00PM ET

Break

2:00PM –
2:50PM ET

Closing Session – Client Panel Insights

Seth Kernodle, Sovos | Kristine Butterbaugh, Sovos  | CAB Members

Product Courses

Sovos’ team of regulatory experts will provide you with a comprehensive overview and training on the newest products and enhancements to help you manage your obligations and ensure compliance.

Agenda

10:30AM –
11:20PM ET

General SESSION – to Start the Product Sessions – with Keynote

Jackie Cranford, Cranford Advisory Services
CPE: 1

11:20AM –
11:30AM ET

Break

11:30AM –
12:20PM ET

Advanced Wings Topics

Bruce Benson, Sovos
CPE: 1

New User/Beginner Training Session – Wings

Melissa Monahgan, Sovos
CPE: 1

12:20PM –
1:00PM ET

Extended Break

1:00PM –
1:50PM ET

What’s New for 2020 Annual

Lisa Harris, Sovos
CPE: 1

2:00PM –
2:50PM ET

State Forms Supplement/Compliance Calendar

Melissa Monahgan, Sovos
CPE: 1

10:30AM –
11:00PM ET
Daily Kickoff

Product Unveiling!!

Paul Banker, Sovos | Bruce Benson, Sovos

11:00AM –
12:20PM ET

Project Edge Unveiling the details

Bruce Benson, Sovos

12:20PM –
1:00PM ET

Break

1:00PM –
1:50PM ET
Breakout Session

Notes to Financial/Footnotes

Lisa Harris, Sovos | Bruce Benson, Sovos
CPE: 1

Breakout Session

Accumulations, Pooling and Combined Statements

Randy Hefel, Sovos
CPE: 1

1:50PM –
2:00PM ET

Break

2:00PM –
2:50PM ET
Breakout Session

Booke Migrations – ABC’s of integration

Lisa Harris, Sovos | Clients

Breakout Session

Schedule P and Cash Flow

Randy Hefel, Sovos
CPE: 1

2:50PM –
3:00PM ET

Break

3:00PM –
3:50PM ET

GL Balance

Bruce Benson, Sovos
CPE: 1

10:30AM –
11:20PM ET

Daily Kickoff

11:20AM –
11:30AM ET

Break

11:30AM –
12:20PM ET

Unclaimed Property – UPEnterprise demo and industry insights

Kristine Butterbaugh, Sovos
CPE: 1

12:20PM –
1:00PM ET

Extended Break

1:00PM –
1:50PM ET

TRR-1099, ACA, etc

Wendy Walker, Sovos
CPE: 1

1:50PM –
2:00PM ET

Break

2:00PM –
2:50PM ET

Insurance Premium Tax/Geocoding for Municipal taxation

Kristine Butterbaugh, Sovos
CPE: 1

2:50PM –
3:00PM ET

Break

3:00PM –
3:50PM ET

Federal Income Tax

Seth Kernodle, Sovos
CPE: 1

Pricing

Full Attendance to both

$1,254.50 / person

Education content only

$1,045 / person

Product content only

$349 / person

Same company group registration

25% discounted rate for 3rd + person (after 2 full registrations)