Each year, NAIC changes can affect Health statutory accounting, annual statement instructions, schedules, disclosures, and filing processes.
This course focuses on selected current-year changes most relevant to Health reporting, where they appear in the filing, when they take effect, and the implementation considerations reporting teams should evaluate.
Upon completion of this course, you will be able to:
NAIC changes can create problems when their impact is misunderstood or implementation occurs too late.
This course gives Health reporting teams a framework for identifying which selected changes affect their filings, where process or documentation updates may be needed, and what areas warrant additional review before filing.
Connie Jasper Woodroof, FLMI — CJW Associates
Connie Jasper Woodroof began her career in the insurance industry in 1984 completing statutory filings for both Life and Property/Casualty companies. Ms. Woodroof spent nine years with the NAIC where she served in various capacities; reviewing statutory filings for quality, testing RBC formulas and software during formula development, and assisting with the development of insurance industry educational programs.
Connie completed 18 years as the NAIC Liaison for Sapiens, where she helped both Sapiens and its clients keep abreast of events at the NAIC, responded to statutory reporting and accounting information requests, assisted companies with their statutory filings, and provided educational opportunities.
Connie regularly provides annual statutory training for several organizations. In addition, she provides specifically designed, private training sessions upon request.
Her consulting firm assists insurers in the Life, Property/Casualty, and Health industries with the preparation of statutory quarterly and annual statements as well as the appropriate risk-based capital formulas.
Additionally, Ms. Jasper Woodroof is currently serving as a statutory insurance industry consultant for a CPA firm assisting with client needs/requests and providing NAIC related activity to both its staff and its clients.
Woodroof holds a FLMI, a B.S. in Accounting and a M.A. in General Psychology.
You will receive a confirmation email after registering, along with email reminders one day and one hour before the course.
If you do not receive your confirmation or reminder emails, please check your spam folder. If they are not there, contact us for assistance at academy@arcstrategicservices.com or (239) 421-5300. You may also contact us for any concerns or complaints.
Please see our refund and cancellation policy for additional information.
TAC4 Solutions LLC dba ARC Academy 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.
Group pricing is available for teams.
Contact us before registering individually.
