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Financial Analysis of Life Insurers - June 2013  -  June 18-19, 2013

7:30 am

DAY ONE - Tuesday, June 18

Registration and continental breakfast open.
8:30 am

Introduction and Overview

10:15 am

Refreshment Break

10:30 am

Regulatory Control Models / Solvency Ratios

12:00 pm

Lunch

1:00 pm

Asset Composition and Detail

2:15 pm

Refreshment Break

2:30 pm

Profitability / Operations

5:00 pm

Day One concludes

8:00 am

DAY TWO - Wednesday, June 19

Continental breakfast opens.
8:30 am

Leverage / Liquidity

10:15 am

Refreshment Break

10:30 am

Analysis of Revenue Scores / Profitability

12:00 pm

Lunch

1:00 pm

Capital Management

2:15 pm

Refreshment Break

2:30 pm

Risk Based Capital

5:00 pm

Day Two concludes

Kevin Oates
Instructor, SNL Knowledge Center

Kevin has spent his entire career in the insurance industry and since 1996 has worked as independent consultant and instructor conducting in-house and open enrollment training for Wall Street and industry firms.

Prior to 1996 he was senior vice president of an international insurance/reinsurance consulting firm, providing management and accounting services to private and public institutions.

Kevin's industry management background includes executive financial positions with holding companies, underwriting organizations, and as vice-president of reinsurance operations with a reinsurance intermediary. In 1988, he co-founded a consulting firm, which was subsequently merged into an international network.

His instructing background includes positions as an adjunct instructor of accounting at Queens College, Rutgers University, and as an instructor in property/casualty insurance accounting and annual statement preparation at the New York College of Insurance.

Kevin is a graduate of New York University, and received an MBA in Corporate Finance from Rutgers University. He is a Fellow of the Life Management Institute (FLMI), and holds the Associate in Reinsurance (ARE), and Associate in Insurance Accounting and Finance (AIAF) designation from the Insurance Institute of America. He is the author of the Reinsurance Accounting Chapter of the Strain Reinsurance Textbook and a contributing author to the NAIC Receiver's Handbook.

Event Date:
June 18-19, 2013
Event Location:
Downtown Conference Center
157 William Street
New York, NY, US
Registration Fee:
$1,995 
Your registration includes all program work materials, continental breakfast and lunch both days.

Financial Analysis of Life Insurers is designed for professionals who have mastered a basic understanding of insurance industry accounting (as covered in our seminar Fundamentals of Life Statutory Accounting and Reporting) and work as:

  • Buy-side and sell-side investment analysts who need the intermediate skills to understand and analyze life insurers
  • Corporate and business development professionals performing competitor analysis
  • Life insurance underwriters looking for insight into the financial effects of their activities on the company
  • Legal advisor and management consultants looking to better advise their clients
Event Date:
June 18-19, 2013
Venue:
Downtown Conference Center
157 William Street
New York, NY, US
Phone:
(212) 618-6990
Accommodations:

Although lodging is not provided as part of this program, the hotels listed below are convenient to the Downtown Conference Center. Please call the Downtown Conference Center to inquire about negotiated rates or with any other lodging related questions: (877) 322-6338).

Millennium Hilton
55 Church St.
212-693-2001
(800) Hiltons 

Gild Hall
15 Gold St.
(212) 232-7700
(800) 268-0700

Seaport Inn 
33 Peck Slip
(212) 766-6600 

Hampton Inn Seaport
320 Pearl St.
(212) 571-4400

Conrad New York
102 North End Ave.
(212) 945-0100 

New York Marriott Downtown
85 West St.
(212) 962-3860
(800) 242-868 

Eurostars Wall Street 
129 Front St.
(212) 742-0003

Wall Street Inn 
9 S William St.
(212) 747-1500

Ritz-Carlton Battery Park 
2 West St.
212-344-0800


CFA Institute

14 Hours of Continuing Education Credit
SNL Knowledge Center is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 14 CE credit hours as granted by CFA Institute. If you are a CFA Institute member, CE credit for your attendance at this event will be automatically recorded in your CE Diary upon request.

National Association of State Boards of Accountancy
17 Hours of Continuing Education Credit
Participants who complete this program qualify for 17 hours of CPE credit (Accounting). Program Level: Intermediate. Delivery Method: Group-Live. SNL Knowledge Center, 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 addressed to the National Registry of CPE Sponsors, 150 4th Ave N, Ste 700, Nashville, TN, 37219-2417. Website: www.nasba.org.
What is the dress code?
Business casual

Do I need a laptop?
No.

Are meals included?
Your registration includes continental breakfast and lunch both days.

Where should I stay?
Information about accommodations can be found under the "Venue and Accommodations" tab at left.

When does the program start? When does it end?
The program begins at 8:30 a.m. on both days. (Registration opens at 7:30 a.m. on Day One) The program concludes at approximately 5 p.m. on both days.

What is the cancellation policy?
Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another SNL CFE program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit.

Attendee substitutions from the same company may be made at any time.

In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee.

"No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

SNL Center for Financial Education reserves the right to cancel/change programs, content, speakers or venue at any time. SNL CFE reserves the right to make portions of the program registration information available to program sponsors. SNL CFE will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, CFE will refund the registrant's tuition in full, however CFE will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding SNL CFE's refund, complaint or program cancellation policy, please call us at (434) 951-7786.
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