Sovos Event

2022 Insurance Regulatory Summit

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

Sovos Insurance Regulatory Summit

The Insurance Regulatory Summit is an annual, exclusive 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 accounting, regulatory and tax updates and the newest product 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.

5 Benefits to Attending Sovos’ Insurance Regulatory Summit

“As a first-year attendee, I am 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.”

September 12-15, 2022

JW Marriot Orlando Bonnet Creek

Orlando, FL

#SovosInsuranceSummit

The Sovos Insurance Regulatory Summit Includes:

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

Expertise on insurance-specific accounting and financial reporting software

Networking with industry peers

The chance to earn CPE credits

Interacting with industry experts

“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!”
“This was my first summit and it was well worth the time and cost. I would certainly attend this again, if given the opportunity, either virtually or in person.”

Summit Format:

Pre-Summit Education Sessions

Sovos will be offering sessions dedicated to Annual Statement preparation for Life, Health and Property & Casualty companies. These sessions are an abbreviated version of our Annual Statement preparation classes and will be a great opportunity for new staff to get exposure to the process and will give experienced individuals a good refresher.

Summit Product & Industry Sessions

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.

Sponsored by:

Pricing:

Pre-Summit Education Sessions

$500 per module (includes breakfast and lunch)

  • Monday Morning (pick one):  Life Annual Statement Module A, P&C Annual Statement Module A or Health Annual Statement Module A
  • Monday Afternoon (pick one):  Life Annual Statement Module B, P&C Annual Statement Module B or Health Annual Statement Module B
  • Tuesday Morning (pick one):  Life Annual Statement Module C, P&C Annual Statement Module C or Health Annual Statement Module C
  • Tuesday Afternoon (pick one):  Life Annual Statement Module D, P&C Annual Statement Module D or Health Annual Statement Module D

Summit Product & Industry Sessions

$1,500 (includes breakfast, lunch and 1 dinner)

Tuesday afternoon through Thursday

  • Sovos technology updates
  • Insurance industry updates
  • Networking dinner event Wednesday evening
  • Product trainings include:
    • Statutory reporting with Wings
    • Unclaimed Property
    • UPEnterprise
    • State compliance

Hotel Info:

JW Marriott Orlando Bonnet Creek Resort and Spa

Our host for this years’ summit is the beautiful JW Marriott Orlando Bonnet Creek Resort and Spa. Sovos has reserved a block of rooms for this event. Once you have registered for the summit, you will receive a link to our dedicated booking site. You can then reserve your hotel room at the discounted rate of $212 (plus taxes and fees).

Speakers:

Full 2022 speaker list pending

  • Bruce Benson – VP, Technology & Development, Sovos
  • Lisa Harris – Senior Product Manager, Sovos
  • Paul Banker – General Manager, Sovos
  • Seth Kernodle – VP, Regulatory Education, Sovos
  • Sarah Stubbs – Regulatory Education Director, Sovos
  • Kent Quam – Regulatory Education Director, Sovos
  • Jeff Clevinger – Regulatory Education Director, Sovos
  • Melissa Monaghan – Senior Business Analyst, Sovos
  • Mollie Crayton – Regulatory Education Director, Sovos
  • Lisa Mullen – Regulatory Education Director, Sovos
  • Nikki Pethtel – CFO, Investors Preferred

2022 Agenda

7:00 am – 7:50 am
General

Breakfast

8:00 am – 12:00 pm
Paid Education

Life Annual Statement – Module A

Lisa Mullen, Regulatory Education Director, Sovos

Paid Education

P&C Annual Statement – Module A

Sarah Stubbs, Director, Education Services, Sovos

Paid Education

Health Annual Statement – Module A

Nikki Pethtel, CFO, Investors Preferred

12:00pm – 1:00pm
General

Lunch

1:00pm – 5:00pm
Paid Education

Life Annual Statement – Module B

Kent Quam, Regulatory Education Director, Sovos

Paid Education

P&C Annual Statement – Module B

Jeff Clevinger, Regulatory Education Director, Sovos

Paid Education

Health Annual Statement – Module B

Nikki Pethtel, CFO, Investors Preferred

7:00 am – 7:50 am
General

Breakfast

8:00 am – 12:00 pm
Paid Education

Life Annual Statement – Module C

Kent Quam, Regulatory Education Director, Sovos

Paid Education

P&C Annual Statement – Module C

Mollie Crayton, Regulatory Education Director, Sovos

Paid Education

Health Annual Statement – Module C

Nikki Pethtel, CFO, Investors Preferred

12:00pm – 1:00pm
General

Lunch & Opening Session

Paul Banker, General Manager, Tax & Regulatory Reporting, Sovos

1:00pm – 5:00pm
Paid Education

Life Annual Statement – Module D

Lisa Mullen, Regulatory Education Director, Sovos

Paid Education

P&C Annual Statement – Module D

Seth Kernodle, VP, Regulatory Education, Sovos

Paid Education

Health Annual Statement – Module D

Nikki Pethtel, CFO, Investors Preferred

1:00pm – 2:30pm
Product

Preparation & Analysis of Note 9 – Income Tax

Sarah Stubbs, Director, Education Services, Sovos & Bruce Benson, VP, Technology & Development, Sovos

Product

Stat-Web Overview Statement Preparation

Lisa Harris, Senior Product Manager, Sovos

2:45pm – 4:15 pm
Product

Notes to Financial Statements

Bruce Benson, VP, Technology & Development, Sovos

Product

Advanced Multiple Statement Features

Melissa Monaghan, Senior Business Analyst, Sovos

4:30pm – 5:00 pm
Product

Product Q&A Session

Bruce Benson, VP, Technology & Development, Sovos; Lisa Harris, Senior Product Manager, Sovos & Melissa Monaghan, Senior Business Analyst, Sovos

7:00 am – 8:00 am
General

Breakfast

8:15am -10:15 am
General

Group Fundraising Event

Rise Against Hunger

10:15am – 10:45 am
General

Break

10:45am – 11:45 am
Industry Updates

Group Capital Overview

Kent Quam, Regulatory Education Director, Sovos

Product

General Ledger – Automated Statement Feed

Bruce Benson, VP, Technology & Development, Sovos & TBD

Product

SFS Statements & Compliance Calendar

Lisa Harris, Senior Product Manager, Sovos

11:45 am – 1:00 pm
General

Lunch

1:00pm – 2:30pm
Industry Updates

Group Capital Mechanics

Kent Quam, Regulatory Education Director, Sovos

1:00pm – 2:00pm
Product

Cash Flow & Schedule P

Jeff Clevinger, Regulatory Education Director, Sovos & Melissa Monaghan, Senior Business Analyst, Sovos

2:00pm – 2:30pm
Product

Stat-Web:  Key Updates & Differences

Lisa Harris, Senior Product Manager, Sovos & Bruce Benson, VP, Technology & Development, Sovos

2:30pm – 2:45pm
General

Break

2:45pm – 4:15 pm
Industry Updates

Statutory Accounting Update – Life/Health

Lisa Mullen, Regulatory Education Director, Sovos

Industry Updates

Statutory Accounting Update – P&C

Sarah Stubbs, Director, Education Services, Sovos

4:15pm – 5:30pm
General

Personal Time

5:30pm – 9:30pm
General

Offsite Group Event

7:30am – 8:30am
General

Breakfast

8:45am – 9:45am
Industry Updates

Statutory Blanks Update

Mollie Crayton, Regulatory Education Director, Sovos

9:45am – 10:00am
General

Break

10:00am – 11:30am
Industry Updates

Investment Update

Jeff Clevinger, Regulatory Education Director, Sovos

Product

Accumulations, Combined, Pooling & RBC Forecasting

Bruce Benson, VP, Technology & Development, Sovos; Lisa Harris, Senior Product Manager, Sovos & Melissa Monaghan, Senior Business Analyst, Sovos

11:30am – 12:30pm
General

Lunch & Closing Session

Paul Banker, General Manager, Tax & Regulatory Reporting, Sovos

Health & Safety Policy

By registering to attend the Insurance Regulatory Summit 2022 (“the Summit”), you agree to adhere to the following health and safety terms and conditions:

  1. At all times while at the Summit, you will comply with the terms and conditions set forth in this Insurance Regulatory Summit 2022 Health and Safety Policy (“the Policy”), as well as any other CDC, federal, state, and local health guidelines and mandates applicable at the time of the event, or any other health and safety measures imposed by Sovos or the event venue with respect to the Summit and notified to you at any time. Additional safety protocols beyond those reflected in this Policy may be mandated by the city, state, or our event venue and will be clearly identified and communicated prior to entry into the Summit.
  2. Independent of applicable health guidelines and mandates, attendees are required to show as a condition of entrance to the Summit either (1) proof of full vaccination, or (2) proof of a negative PCR test result within 72 hours of arrival or antigen test result within 24 hours of arrival.  To meet the requirement to be considered fully vaccinated, your vaccination must adhere to the definition of “fully vaccinated” as defined by the CDC at the time of the event, or such other definition as provided by Sovos in advance of the event.
  3. With respect to facial coverings, Sovos may require facial coverings and will make the determination with regard to facial covering requirements closer to the time of the Summit in accordance with relevant guidance from public health authorities as well as local practices in the community at the time of the Summit.  Sovos will provide timely communications to participants in the Summit with respect to the facial covering requirements applicable to the Summit, if any.
  4. You agree to not attend the Summit if any of the following are present at any time during the Summit or within 10 days prior to the Summit:
    • Any symptoms of COVID-19, including but not limited to fever, cough, or shortness of breath;
    • Fever of 100.4 degrees Fahrenheit or 38 degrees Celsius, or higher;
    • Undergoing evaluation for COVID-19, such as awaiting the results of a COVID-19 test;
    • Diagnosis or positive test for COVID-19; or
    • Close contact to someone with COVID-19

    If any of the above are present at any time during the Summit, you agree to immediately isolate yourself and leave the Summit and notify event staff if you, or someone you have been in close contact with, (i) exhibits any COVID-19 symptoms, including those described above, or (ii) receives a positive COVID-19 test result.

  5. As necessary to comply with any applicable health guidelines and mandates, the agenda or room capacities for the Summit may be revised at any time, and any changes will be reflected in timely communication to participants in the Summit.
  6. You expressly assume, and release Sovos Compliance, LLC and its affiliates from all risks, claims, damages, losses, costs, and expenses, whether or not reasonably foreseeable, associated with, resulting from, or arising in connection with your participation or presence at the Summit, including, without limitation, all risks of harm, damage, illness (including viruses or illness from any communicable disease) or injury (including death) to or related to your person or property.
  7. You agree that, where necessary, your contact details including name, email, address, and phone numbers may be passed to authorities concerned with carrying out contact tracing in support of COVID-19 containment measures. The minimum necessary information will be provided in response to lawful requests. Please be advised that neither Sovos Compliance, LLC nor its affiliates accept any liability for the transmission of COVID-19 nor for any failure by the relevant authorities to adequately carry out contact tracing.

Cancellation Policy

  • 25% of registration fee is kept if cancellation occurs any time before June 20, 2022 (up until 12 weeks before summit)
  • 50% of registration fee is kept if cancellation occurs any time from June 20, 2022 through July 31, 2022 (between 12 and six weeks out from summit)
  • 75% of registration fee is kept if cancellation occurs any time from August 1, 2022 through August 14, 2022 (between six and four weeks out from summit)
  • 100% of registration fee is kept if cancellation occurs on or after August 15, 2022 (within four weeks of summit)
  • If Sovos cancels the summit, all registrants receive a full refund, can roll credit over to next year’s summit or can receive a shop.sovos.com credit

For questions, please contact:

Insurance Regulatory Summit Support, Email: katherine.miller@sovos.com