2023 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 access to 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.
Education sessions will be offered in an a la carte format this year with options for attendees to obtain CPE on Monday and Tuesday prior to participating in the product sessions which begin Tuesday afternoon. Additional education offerings will run concurrently with product sessions for those that prefer an accounting-focused conference, while those who prefer a product-focused conference will register separately for the product sessions.
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.
September 18-21, 2023
Hilton Austin
Austin, TX
#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
“The instructors were very knowledgeable and kept the audience interested at all times.”
“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!”
“Good information that I was able to take back to my team!”
“Well planned event in a great location and a wonderful venue.”
Summit Format:
Education sessions will be offered in an a la carte format this year with options for attendees to obtain CPE on Monday and Tuesday prior to participating in the product sessions which begin Tuesday afternoon. Additional education offerings will run concurrently with product sessions for those that prefer an accounting-focused conference, while those who prefer a product-focused conference will register separately for the product sessions.
Education Sessions
Sovos will be offering multiple seminars over the course of the week. Seminars will include Annual Statement preparation for Life and Property & Casualty companies, Investment Accounting & Reporting for P&C and Health Companies and a special 4-hour session on Group Capital Mechanics.
Update Session
Our annual accounting and financial reporting update will be held on Monday immediately preceding the product sessions which begin on Tuesday afternoon.
Product 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, unclaimed property, 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:
Sessions below require separate registrations.
Education Sessions
- All Day Monday: Federal Income Tax Accounting and Reporting – $1,575
- Monday – Thursday: P&C Annual Statement – $2,625
- Tuesday Morning: Group Capital Calculation – $765
- Tuesday – Thursday: Life Annual Statement – $2,225
- Wednesday – Thursday: P&C and Health Investment Accounting and Reporting – $1,725
Update Session
- All Day Monday: Accounting and Reporting Update – $1,175
NOTE: This is our traditional 7 CPE hour update covering SSAPS, Blanks, Investments, GAAP, RBC and Other NAIC Committees.
Hotel Info:
Hilton Austin
Our host for this years’ event is the beautiful Hilton Austin in the center of downtown. Just steps from the hotel you can enjoy the East Sixth Street nightlife and the picturesque Rainey Street Historic District.
To receive Sovos’ group rate, use this link to book your hotel room. Be sure to book your hotel by Wednesday, September 6, 2023 at 11:59 PM CT.
Speakers:
- 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
- Mollie Crayton – Regulatory Education Director, Sovos
- Lisa Mullen – Regulatory Education Director, Sovos
- Melissa Monaghan – Statutory Reporting Trainer/Support Specialist, Sovos
- Lisa Harris – Principal Solution Architect, Sovos
- Bruce Benson – Director of Statutory Reporting, Sovos
2023 Agenda
*NOTE: In order to receive CPE credits for paid education classes with multiple sessions, all sessions must be attended in full.
7:30 am – 8:15 am
general
Breakfast
8:00 am – 12:00 pm
Paid Education
Tax Accounting, Session 1 of 2
Seth Kernodle
Paid Education
Accounting and Reporting Update, Session 1 of 2
Sarah Stubbs, Jeff Clevinger, Kent Quam
Paid Education
P&C Annual Statement, Session 1 of 12
Mollie Crayton
9:45 am – 10:00 am
General
Break
12:00 pm – 1:00 pm
General
Lunch
1:00pm – 5:00pm
Paid Education
Tax Accounting, Session 2 of 2
Sarah Stubbs
Paid Education
Accounting and Reporting Update, Session 2 of 2
Lisa Mullen, Mollie Crayton
Paid Education
P&C Annual Statement, Session 2 of 12
Jeff Clevinger
7:30 am – 8:15 am
General
Breakfast
8:00 am – 12:00 pm
Paid Education
Group Capital Mechanics
Kent Quam
Paid Education
Life Annual Statement, Session 1 of 10
Lisa Mullen
Paid Education
P&C Annual Statement, Session 3 of 12
Seth Kernodle
9:45 am – 10:00 am
General
Break
12:00 pm – 1:20 pm
General
Lunch & Kickoff
Paul Banker, General Manager, Tax & Regulatory Reporting, Sovos
1:30 pm – 2:45 pm
Paid Education
Life Annual Statement, Session 2 of 10
Kent Quam, Lisa Mullen
Paid Education
P&C Annual Statement, Session 4 of 12
Sarah Stubbs
1:30 pm – 2:45 pm
Product
Applying Efficiency to Statement Setup # 1
Melissa Monaghan
Product
Utilzing Automation with Importing and Exporting. #1
Bruce Benson
Product
How to get ready for a new reporting season
Lisa Harris
2:45pm – 3:00 pm
general
Break
3:00 pm – 4:15 pm
Paid Education
Life Annual Statement, Session 3 of 10
Kent Quam, Lisa Mullen
paid education
P&C Annual Statement, Session 5 of 12
Sarah Stubbs
3:00 pm – 4:15 pm
Product
Q&A on Stat Product
Bruce Benson
Statement Updates
Blanks & Instruction Changes for All Statement Types
Mollie Crayton, Lisa Mullen
Partner Session
Introduction to Surplus Lines
InsCipher
4:15 pm – 4:30 pm
general
Break
4: 30 pm – 5:15 pm
reception
Happy Hour Reception
7:30 am – 8:30 am
General
Breakfast
8:30 am – 9:45 am
paid education
P&C and Health Investment Accounting
Jeff Clevinger
paid education
Life Annual Statement, Session 4 of 10
Kent Quam
paid education
P&C Annual Statement, Session 6 of 12
Seth Kernodle, Mollie Crayton
8:30 am – 9:45 am
product
Statutory Report, Web Overview #1
Lisa Harris
product
I’m New – How to harness the power of Stat Reporting
Melissa Monaghan
9:45 am – 10:00 am
General
Break
10:00 am – 10:50 am
paid education
P&C and Health Investment Accounting and Reporting, Session 1 of 6
Jeff Clevinger
paid education
Life Annual Statement, Session 5 of 10
Kent Quam
paid education
P&C Annual Statement, Session 7 of 12
Seth Kernodle, Mollie Crayton
10:00 am – 10:50 am
product
Accumulations/ Combine/ Pooling/ RBC forecasting
Melissa Monaghan
product
Ensuring Statement Compliancy
Lisa Harris
10:50 am – 11:00 am
General
Break
11:00 am – 11:50 am
paid education
P&C and Health Investment Accounting and Reporting, Session 2 of 6
Jeff Clevinger
paid education
Life Annual Statement, Session 6 of 10
Kent Quam
paid education
P&C Annual Statement, Session 8 of 12
Seth Kernodle, Mollie Crayton
11:00 am – 11:50 am
product
How to Manage a Statement’s Progress
Lisa Harris
product
Other Compliant Filings – Auto Feed & Tracking
Melissa Monaghan
11:50 am – 1:00 pm
general
Lunch
1:00 pm – 2:30 pm
paid education
P&C and Health Investment Accounting and Reporting, Session 3 of 6
Jeff Clevinger
paid education
Life Annual Statement, Session 7 of 10
Kent Quam
paid education
P&C Annual Statement, Session 9 of 12
Seth Kernodle, Mollie Crayton
1:00 pm – 2:30 pm
product
Ledger Connect – Automated statement feed
Bruce Benson
product
CashFlow & Schedule P
Melissa Monaghan
2:30pm – 2:45pm
General
Break
2:45pm – 4:15 pm
paid education
P&C and Health Investment Accounting and Reporting, Session 4 of 6
Jeff Clevinger
paid education
Life Annual Statement, Session 8 of 10
Kent Quam
paid education
P&C Annual Statement, Session 10 of 12
Seth Kernodle, Mollie Crayton
2:45pm – 4:15 pm
product
Working in a Statement
Melissa Monaghan
product
Utilizing Automation with Importing and Exploring. #2
Bruce Benson
4:15 pm – 4:30 pm
General
Break
4:30 pm – 5:15 pm
Product QA
Product Q&A
6:00 pm – 8:00 pm
event
Offsite Group Event
7:30am – 8:30am
General
Breakfast
8:30 am – 10:00 am
paid education
P&C and Health Investment Accounting and Reporting, Session 5 of 6
Jeff Clevinger
paid education
Life Annual Statement, Session 9 of 10
Lisa Mullen
paid education
P&C Annual Statement, Session 11 of 12
Mollie Crayton
product
Notes Preparation #1
Bruce Benson
product
Applying Efficiency to Statement Setup #2
Melissa Monaghan
10:00 am – 10:15 am
General
Break
10:15am – 11:30am
paid education
P&C and Health Investment Accounting and Reporting, Session 6 of 6
Jeff Clevinger
paid education
Life Annual Statement, Session 10 of 10
Lisa Mullen
paid education
P&C Annual Statement, Session 12 of 12
Mollie Crayton
product
Statutory Report, Web Overview #2
Lisa Harris
Product
Touchdown! Complete a successful filing
Melissa Monaghan
11:30am – 12:30pm
General
Closing and Lunch
1:00 pm – 4:00 pm
User Group
User Group Meeting – By Invitation Only
- Accumulations/ Combine/ Pooling/ RBC forecasting
- Applying Efficiency to Statement Setup
- Cash Flow & Schedule P
- Ensuring Statement Compliancy
- How to get ready for a new reporting season
- How to Manage a Statement’s Progress
- I’m New – How to harness the power of Stat Reporting
- Ledger Connect – Automated statement feed
- Notes Preparation
- Other Compliant Filings – Auto Feed & Tracking
- Statutory Report, Web Overview # 2
- Statutory Report, Web Overview # 3
- Touchdown! Complete a successful filing.
- Utilizing Automation with Importing and Exporting
- Working in a Statement
Cancellation Policy
- 25% of registration fee is kept if cancellation occurs any time before June 26, 2023 (up until 12 weeks before summit)
- 50% of registration fee is kept if cancellation occurs any time from June 27, 2023 through August 7, 2023 (between 12 and six weeks out from summit)
- 75% of registration fee is kept if cancellation occurs any time from August 8, 2023 through August 21, 2023 (between six and four weeks out from summit)
- 100% of registration fee is kept if cancellation occurs on or after August 22, 2023 (within four weeks of summit)
- If Sovos cancels the summit, all registrants receive a full refund or can roll credit over to next year’s summit
- Send your notification of cancellation to katherine.miller@sovos.com
NASBA Registered Sponsor
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.
For questions, please contact:
Insurance Regulatory Summit Support, Email: katherine.miller@sovos.com