This year's Summit is a 2-day all-inclusive event that will kick-off on Monday with various product sessions followed on Tuesday with our annual Update on Accounting and Financial Reporting. Pricing for the 2-day event is $1,435 per person and offers participants up to 14 hours of CPE credit. A la carte options are also available. Click link below agenda to register.
Monday, September 16
7:00 – 8:00 AM | Registration + Breakfast
8:00 – 8:50 AM | Concurrent Tracks
- 1A) I’m New – How to Harness the Power of Statutory Reporting
- New to our Stat Software? Never fear! This session will give you all the tips and tricks to get you up and going quickly.
- 1B) Statutory Reporting, Web Overview (initial)
- What is Stat-Web? It's our new browser interface! Learn how to access it, become familiar with it, and give your input on our layout design.
9:00 – 9:50 AM | Concurrent Tracks
- 2A) WingsLink, Custom Validations, Reporting Data
- Learn about the different add-on's that Sovos Stat Reporting offers: from custom validations to report writing.
- 2B) Administration of Your Entity
- Learn all about the administrative duties within the Sovos Statutory software, including user management, statement management, and event log evaluation.
10:10 – 11:00 AM | Concurrent Tracks
- 3A) Notes Preparation
- Notes in Sovos Statutory Reporting is a one-stop-shop - learn how to prepare both your printed page (with commentary) and capture the data for the electronic filing file all in one place.
- 3B) How to Get Ready for a New Reporting Season & Completing a Successful Filing
- New filing deadlines right around the corner? Never fear! Come learn about all our time-saving tips and supporting documentation that we have prepared to give you a jumpstart.
11:10 AM – 12:00 PM | Concurrent Tracks
- 4A) Utilizing Automation with Importing and Exporting
- Automated data feeds are the bomb in today's world. Learn about all the file layout options and no-touch capabilities our software has to offer.
- 4B) Other Compliant Filings – Auto Feed & Tracking
- Sovos Statutory Reporting data is tied to so many regulatory requirements. Come find out how to ensure accuracy among them as we tie together our Statutory Reporting software with our State and Premium Tax Filings, and use our calendar to help you track and file everything on time.
12:00 – 1:00 PM | Luncheon
1:00 – 1:50 PM | Concurrent Tracks
- 5A) Ledger Connect – Automated Statement Feed
- Want to ensure that your GL and Statutory Reporting are aligned without manual intervention? Come watch how you can do this and learn how to efficiently leverage the automation.
- 5B) Statutory Reporting, Web Overview (repeat)
- What is Stat-Web? It's our new browser interface! Learn how to access it, become familiar with it, and give your input on our layout design. (This is a duplicate session offered for those who were not able to participate in the earlier time slot.)
2:00 – 2:50 PM | Concurrent Tracks
- 6A) Ensuring Statement Compliance
- Sovos Statutory Reporting has several built-in tools to help you create compliant filings. Be sure to attend so that you take advantage of all of them.
- 6B) Enhancements – What’s New to You!
- Learn about new options in Sovos Statutory Reporting that will help you with your filing.
3:10 – 4:00 PM | Open Q&A Session
4:30 – 5:30 PM | Client Networking
Join to network with your peers on how they are utilizing our Sovos Statutory Reporting software, and see sample demonstrations.
Tuesday, September 17
7:30 – 8:30 AM | Registration + Breakfast
8:00 – 12:00 PM | Update on Accounting and Financial Reporting (morning session)
- In this 7-hour update seminar, you will learn about the accounting and reporting changes for 2024 and beyond. The material covered will help you implement changes to the Annual Statement Blanks, including a review of illustrations from a completed model Annual Statement, as applicable. You will also learn about changes to the NAIC Annual Statement Instructions and the NAIC Accounting Practices and Procedures Manual, and preview changes to next year's Quarterly and Annual Statements. In addition, we will survey recent GAAP and IFRS developments specific to insurers, as well as developments from the Life Insurance and Annuities committee and the Life Actuarial Task Force.
12:00 – 1:00 PM | Luncheon
1:00 – 4:30 PM | Update on Accounting and Financial Reporting (afternoon session)