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 annual, exclusive virtual event providing the insurance industry with premier educational sessions from regulatory experts and instructors. Our team of industry experts 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.
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.
The Sovos Insurance Regulatory Summit Includes:
1
Educational content backed by 50 years’ experience in the insurance industry.
2
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
Attend dedicated training sessions on Sovos products. Whether you are a new or advanced user, there are training topics relevant to all. CPE credits are 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 questions to the experts and leave with a wealth of new insights on product capabilities and functionality.
Education Courses
Sovos’ continuing education courses provide attendees with the latest information and trends on regulatory issues impacting the insurance industry. Our team of professionals 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 provide a comprehensive overview and training on the newest products and enhancements to help manage obligations and ensure compliance.
2021 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
Paul Banker
Wendy Walker
Glenn Sackett
Jeff Clevinger
Sarah Stubbs
Seth Kernodle
Lisa Mullen
Kent Quam
Randy Hafel
Kristine Butterbaugh
Bruce Benson
Tip Tipton, CPA, FLMI
Lisa Harris
Melissa Monaghan
Cornel Lupu
Danielle Herring
Mollie Crayton
Jay Matalon
Richard Smith
Sabrina Wilson, CPA, FLMI
Tip Tipton, CPA, CGMA
2021 Agenda
10:00AM –
11:30AM ET
User Training
Sovos Statutory Reporting 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
Sovos Statutory Reporting 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
Developing a Corporate Culture that Breeds Innovation and Flexibility
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
Sabrina Wilson and 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 Sovos Statutory Reporting 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
12:30PM –
2:00PM ET
Education – Industry Breakout
Investments Update
Jeff Clevinger, Sovos
CPE: 1.5 – Accounting
Product
Sovos Statutory Reporting – 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
2:30PM –
3:45PM ET
Education – Industry Breakout
General Ledger Balance-Client Testimonial and Sovos Technology Updates
Bruce Benson and John Kreger, 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
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 – Taxes
3:00PM –
3:15PM ET
Break
3:15PM –
3:45PM ET
General
Conference Recap
Paul Banker, General Manager, Sovos
Sponsor
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)