Sovos Insurance Regulatory Summit 2021

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

WHEN

September 13-17, 2021

WHERE

Online

Sovos Insurance Regulatory Summit

The Insurance Regulatory Summit is an exclusive virtual event providing the insurance industry with premier educational sessions from regulatory experts and instructors. Our team of industry experts will also provide comprehensive overviews and training on the newest products and enhancements that are set to impact the industry.

With more than 50 years of experience helping insurance professionals succeed, our regulatory team is known and trusted throughout the insurance industry. We are the premier compliance destination for information and emerging trends in tax, NAIC regulatory reporting and state compliance.

Eligible attendees can earn up to 22 CPE credits by attending the full event.

Is your team ready for the multitude of accounting principal updates, instructions changes, and product insights for 2021? 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 industry peers.

5

The chance to earn up to 22 CPE credits.

“As a first-year attendee, I am well pleased with all the content that was presented. I look forward to coming back and learning more from the SOVOS teams. Thank you to all the presenters and event coordinators.”

“I learned a lot today! I went from totally lost to I think I can do this with lots of help from Sovos. Great job!”

Sovos Product Training

With the conference fee, you can attend dedicated training sessions on Sovos products. Whether you are a new or advanced user, there are training topics relevant to all. CPE credits will be available on a variety of training topics covering statutory reporting with Wings, unclaimed property with UPEnterprise, state compliance, notes to financial statements and more. Bring your questions to the experts and leave with a wealth of new insights on product capabilities and functionality.

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.

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.

Speakers

KEYNOTE SPEAKER

Erin Meyer

Erin Meyer is the author of The Culture Map: Breaking Through the Invisible Boundaries of Global Business and the co-author of the New York Times best-selling book and FT nominated best business book of 2020, No Rules Rules. She is also a professor at INSEAD. Her work has appeared in Harvard Business Review, The New York Times, and Forbes.com. In 2019, Erin was selected by the Thinkers50 as one of the fifty most influential business thinkers in the world.

Andy Hovancik

President & CEO, Sovos

Paul Banker

General Manager, Sovos

Wendy Walker

Solution Principal, 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

Lisa Mullen

Regulatory Education Director, Sovos

Kent Quam

Regulatory Education Director, Sovos

Randy Hafel

Senior Regulatory Specialist, Sovos

Kristine Butterbaugh

Solution Principal, Sovos

Bruce Benson

VP, Technology and Development, Sovos

Tip Tipton, CPA, FLMI

Thrivent

Lisa Harris

Senior Product Manager, Sovos

Melissa Monaghan

Sovos

Cornel Lupu

Sovos

Danielle Herring

Supervisor, Regulatory Analysis and Design, Sovos

Mollie Crayton

Regulatory Education Director, Sovos

Jay Matalon

Contractor, Sovos

Richard Smith

Clearwater Analytics

Agenda

10:00AM –
11:30AM ET
User Training

Wings Beginner User Training

Melissa Monaghan, Sovos
CPE: 1.5 – Accounting

User Training

UPEnterprise User Training

Danielle Herring, Sovos
CPE: 1.5 – Accounting

11:30AM –
12:30PM ET

Break

12:30PM –
2:00PM ET
User Training

Wings Advanced User Training

Melissa Monaghan/Lisa Harris, Sovos
CPE: 1.5 – Accounting

Sovos Solution Training

Tax Training (Federal Income Tax and LTtax)

Seth Kernodle, Wendy Walker, Sovos
CPE: 1.5 – Accounting

2:00PM –
2:30PM ET

Break

2:30PM –
4:00PM ET

State Forms Supplement/Insurance Compliance Calendar training

Melissa Monaghan, Sovos
CPE: 1.5 – Accounting

Notes to Financial Statements Training

Lisa Harris, Sovos
CPE: 1.5 – Accounting

9:45AM –
9:55AM ET
General

General Kickoff

Paul Banker, General Manager, Sovos

10:00AM –
11:15AM ET
Keynote

Conducting Business Across Cultures

Erin Meyer, Author
CPE: 1 – Personal Knowledge

11:15AM –
11:30AM ET

Break

11:30AM –
12:30PM ET

Current Developments in GAAP

Seth Kernodle, Jay Matalon, Sovos
CPE: 1 – Accounting

Investment Terms and Best Practices

Richard Smith, Clearwater Analytics
CPE: 1 – Accounting

12:30PM –
1:00PM ET

Break

1:00PM –
2:30PM ET
Education – Industry Breakout

Statutory Accounting Principles Mid Year Update (Life/Health)

Lisa Mullen, Sovos
CPE: 1.5 – Accounting

Education – Industry Breakout

Statutory Accounting Principles Mid Year Update (P&C/Title)

Sarah Stubbs, Sovos
CPE: 1.5 – Accounting

2:30PM –
3:00PM ET

Break

3:00PM –
4:30PM ET
Education – Industry Breakout

Unclaimed Property in the Insurance Space

Cornel Lupu, Sovos
CPE: 1.5 – Accounting

Product

Advanced Wings Topics

Bruce Benson, Sovos
CPE: 1.5 – Accounting

10:00AM –
11:30AM ET
Education – Industry Breakout

Blanks and Instructions Changes for Life/Health – 2021

Lisa Mullen, Sovos
CPE: 1.5 – Accounting

Education – Industry Breakout

Blanks and Instructions Changes for P&C/Title – 2021

Randy Hefel & Mollie Crayton, Sovos
CPE: 1.5 – Accounting

11:30AM –
12:00PM ET

Break

10:15AM –
10:45AM ET
Education – Industry Breakout

Investments Update

Jeff Clevinger, Sovos
CPE: 1.5 – Accounting

Product

Wings – What’s New for 2021

Lisa Harris, Sovos
CPE: 1.5 – Accounting

2:00PM –
2:30PM ET

Break

2:30PM –
3:00PM ET
Product

Sovos Technology Updates

John Kreger, Sovos 
CPE: 0.5 – Accounting

2:30PM –
4:00PM ET
Education – Industry Breakout

Insurance Hot Topics

Sarah Stubbs, Sovos
CPE: 1.5 – Accounting

3:00PM –
4:00PM ET
Education – Industry Breakout

General Ledger Balance-Client Testimonial

Bruce Benson, Sovos
CPE: 1 – Accounting

4:00PM –
4:30PM ET

Happy Hour Q&A

10:15AM –
11:00AM ET
General

The Journey to Solve Tax for Good

Andy Hovancik, President & CEO, Sovos

11:00AM –
11:15AM ET

Break

11:15AM –
12:15PM ET
Intermediate

Customer Panel Insights

Seth Kernodle and Kristine Butterbaugh, Sovos and Clients
CPE: 1 – Accounting

12:15PM –
1:00PM ET

Break

1:00PM –
2:00PM ET
Education/Product

Booke Migrations – ABC’s of Integration – Client Testimonial

Lisa Harris, Sovos
CPE: 1 – Accounting

Education

Tax Information Reporting: 1099, etc

Wendy Walker, Sovos
CPE: 1 – Taxes

2:00PM –
2:30PM ET

Break

2:30PM –
3:30PM ET

Reinsurance Update/Schedule F

Mollie Crayton, Sovos
CPE: 1- Accounting

Other NAIC Commitees

Seth Kernodle, Sovos
CPE: 1- Accounting

3:30PM –
3:45PM ET

Break

3:45PM –
4:45PM ET
Education/Product

General Topics (Group Capital etc)

CPE: 1 – Accounting

Education

Insights into NAIC Working Process

Randy Hefel, Sovos and Tip Tipton, Thrivent
CPE: 1 – Accounting

10:00AM –
11:30AM ET
Product

StatWeb – the newest generation of stat reporting

Bruce Benson, Sovos
CPE: 1.5 – Accounting

Education

RBC Forecasting/Modeling

Randy Hefel, Sovos
CPE: 1.5 – Accounting

11:30AM –
12:15PM ET

Break

12:15PM –
1:45PM ET
Education/Product

Notes/Footnotes

Lisa Harris, Sovos and Bruce Benson, Sovos
CPE: 1.5 – Accounting

Product

Schedule P and Cash Flow

Randy Hefel, Sovos
CPE: 1.5 – Accounting

1:45PM –
2:00PM ET

Break

2:00PM –
3:00PM ET
Product

Accumulations, Combined Statements and Pooling

Randy Hefel, Sovos
CPE: 1 – Accounting

Product

ACA and other important industry insights

Wendy Walker, Sovos
CPE: 1 – Accounting

3:00PM –
3:15PM ET

Break

3:15PM –
3:45PM ET
General

Closing Session

Paul Banker, General Manager, Sovos

Pricing

Full price

$1,250.00 / person

4 conference days + pre-conference product training

Same company group registration

25% discounted rate for 3rd + person

(after 2 registrations)