Related party and intercompany transactions are rarely the problem on their own. The problems start when no one is quite sure who is involved, why the transaction exists, or how it is supposed to be reported. In insurance groups, money, services, and risk move between entities all the time, and regulators pay close attention to how transparent and consistent those movements are.
This course explains related party and intercompany transactions in plain, practical terms. It focuses on how to identify them, how they actually flow through the financial statements, and why documentation and disclosure matter more than perfection.
Upon completion of this course, you will be able to:
Most findings around related party activity are not about improper transactions.
They are about unclear relationships, inconsistent treatment, or weak explanations. When teams understand the intent behind the rules, intercompany activity stops feeling risky and starts feeling manageable.
This course helps you reduce surprises, during close, audit, and exams, by making related party activity easier to identify, explain, and defend.
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.
Lions & Tigers & Forms – OH MY!!
Broaden governance and disclosure knowledge by learning how statutory forms, schedules, and regulatory filings fit together.
