Returning for another year, the 2025 Insurance Regulatory Summit will be a 2-day all-inclusive event incorporated into our September education week in Chicago. Product sessions take place on Tuesday, September 16 followed by our annual Update on Accounting and Financial Reporting on Wednesday, September 17. Pricing for the 2-day event is $1,435 per person and offers participants up to 15 hours of CPE credit. A la carte options are also available. This event is not eligible for other discounts.
REGISTER HERE
Tuesday, September 16
7:15 – 8:00 AM | Registration + Breakfast
8:00 – 8:50 AM | How to Harness the Power of Statutory Reporting | Get a birds-eye view of Sovos Statutory Reporting and all its bells and whistles to make your life easier! Plus, we’ll be throwing in tips and tricks along the way.
9:00 – 9:50 AM | Stat-Web Interface | Take a closer look at our sister-interface - Stat-Web. Learn about its benefits and follow along as we take you on an informative tour.
10:10 – 11:00 AM | WingsLink, Custom Validations, Reporting Data | Learn about the different Add-on's that Stat Reporting offers - from custom validations to report writing (WingsLink).
11:10 AM – 12:00 PM | Notes Preparation | Notes in Stat is a one-stop-shop! Learn how to prepare both your printed page (with commentary) and capture the data for the electronic filing all in one place.
12:15 – 1:00 PM | Luncheon
1:00 – 1:50 PM | Season Preparation, Working Validations & Creating Filings | Learn how to let our software help you maximize your time and effort and ensure you have a successful filing season.
2:00 – 2:50 PM | 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 Stat Reporting has to offer.
3:00 – 3:50 PM | Ledger Connect - Automated Statement Feed | Want to ensure that your GL and Stat Reporting are aligned without manual intervention? Come watch how you can do this and learn how to efficiently leverage the automation!
4:10 – 5:00 PM | Enhancements - What's New to You! | We'll showcase our lastest software enhancements as well as tips and tricks that will enahance your performance with Stat Reporting.
Wednesday, September 17
8:00 – 9:15 AM | Client Networking Breakfast | Join to network with your peers on how they are utilizing our Sovos Statutory Reporting software, and see sample demonstrations.
9:30 – 12:15 PM | Update on Accounting and Financial Reporting (morning session) | In this 7-hour update seminar, you will receive a review of the accounting and financial reporting changes for 2025 and 2026 for Life, Property & Casualty, and Health insurance companies. You will learn about changes to the NAIC Accounting Practices and Procedures Manual and proposals under consideration. Our presentation will identify changes the Annual Statement Blanks and Instructions and preview changes to next year's Quarterly and Annual Statements. In addition, we will survey recent NAIC activities from other committees along with GAAP developments specific to insurers. Recent developments in the area of regulatory capital reporting will also be presented.
12:15 – 1:15 PM | Luncheon
1:00 – 5:00 PM | Update on Accounting and Financial Reporting (afternoon session)