P&C Financial Planning & Analysis - July 15-17, 2025

July 15-17, 2025, 12:00-4:00pm ET

 

This course introduces, defines, and discusses the financial planning and forecasting process.  Participants will review a generic financial planning and forecasting model and learn basic concepts of planning and forecasting premiums, losses, and expenses based on an understanding of each key driver.  A template of the model will be provided.

 

Who Should Attend:  Individuals responsible for accounting, reporting, and analysis of monthly results: financial analysts within business operational areas such as marketing, claims, and operations; also management level positions seeking to introduce or improve the existing financial reporting, planning, forecasting, and analysis process

 

Prerequisites and Advance Preparation:  No advance preparation is required. This seminar is presented assuming a basic understanding of the P&C business and its financial reporting. We suggest that those who need this knowledge attend the one-day Overview of Statutory Financial Reporting seminar or, for a more thorough discussion, the Accounting and Financial Reporting seminar. 

 

Program Level:  Intermediate

Field of Study:  Accounting

NASBA Revision Date: March 2024

Course Objectives
  • Identify the key components and steps in the financial planning and analysis process
  • List the components and drivers of written and earned premium, losses incurred, and expenses
  • Develop a premium plan and forecast using policy counts and average premium
  • Develop a losses incurred plan and forecast using claim counts and average claim amounts
  • Develop an expense plan and forecast using fixed and variable expenses and departmental expenses by type
  • Identify key financial planning process considerations and use these to develop or improve a financial planning process
  • Recognize organizational considerations that may impact the effectiveness of the financial planning process
Seminar Information
Start Time:
July 15, 2025 12:00 PM Eastern
1:00 PM Atlantic, 11:00 AM Central, 10:00 AM Mountain, 9:00 AM Pacific
Add to Calendar:
Estimated Length:
2 days, 4 hours
Registration Time Remaining:
25 days, 9 hours
Registration Fee:
$1,785.00
P&C Financial Planning & Analysis - July 15-17, 2025
Individual topic purchase: Selected
NASBA
CPE: 12.00
For more information click onto the NASBA and State CPE Information tab below.
Package
You must be logged in to access On Demand Subscription
To continue, you need to log in to Sovos. If you have any questions about your account please select the Chat bubble in the bottom right of the page. 
Email Address:
Password:
Products
Live Webinar
Sovos Price:$1,785.00