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P&C Accounting and Analysis - December 2013  -  December 10-12, 2013

7:30 am

DAY ONE - Tuesday, December 10

 Registration and continental breakfast open.

8:30 am

Program Begins

8:30 a.m.    Industry Overview
                     Regulation Overview
                     Regulatory Reporting Impact
                     Statutory vs. GAP Accounting

10:15 a.m.   Break

10:30 a.m. Overview of trends/historical results
                    Property & Casualty business cycle
                    Analytical methodology described
                    Introduction to statutory filings

12:00 p.m.   Lunch

1:00 p.m.   Information value and uses
                    Regulatory control measures

2:30 p.m.      Break

2:45 p.m.    Fundamental Metrics
                     Insurance Operations

Day One concludes at approximately 5:00 p.m.

8:00 am

DAY TWO - Wednesday, December 11

Continental breakfast opens at 8:00 a.m.
8:30 am

Program Begins

8:30 a.m.       Asset Accounting

10:15 a.m.     Break

10:30 a.m.  Balance Sheet Impact of Basic Premium and Loss
                     Transactions
                      Investment income accounting

12:00 p.m.    Lunch

1:00 p.m.     Capital Structure of Companies
                      Premium Accounting
                      Expense Accounting & Reporting
                      Expense Analysis Ratios
                      Dividend Ratios

2:30 p.m.      Break

2:45 p.m.   Review of Loss and LAE Activity
                    Brief recap of Loss Reporting
                    Illustration of Accounting Year Reporting
                    Financial Examples

 Day Two concludes at approximately 5:00 p.m.

8:00 am

DAY THREE - Thursday, December 12

Continental breakfast opens at 8:00 a.m.
8:30 am

Program Begins

8:30 a.m.   Loss Reserve Analysis
                    Calendar Year Measurements
                    Projection Techniques
                    Squaring the Triangle

10:15 a.m.   Break

10:30 a.m.   Liquidity Ratios

12:00 p.m.   Lunch

1:00 p.m.   Leverage Ratios
                    Ceded Reinsurance Analysis

2:30 p.m.     Break

2:45 p.m.   Profitability / Return Measures                       
                    Return / Values
                    Red Flags

Day Three concludes at approximately 5:00 p.m.

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:
December 10-12, 2013
Event Location:
Downtown Conference Center
157 William St
New York, NY, US
Registration Fee:
$2,695 
Your registration includes all program work materials, continental breakfast and lunch all three days.
  • Buy-side and sell-side investment analysts 
  • Insurance company accounting and audit professionals
  • P&C insurance underwriters looking for insight into the financial effects of their activities on the company
  • Corporate and business development professionals performing competitor analysis
  • Legal advisor and management consultants looking to better advise their clients

Prerequisites:

This program presumes an understanding of basic accounting and analysis concepts.

Event Date:
December 10-12, 2013
Venue:
Downtown Conference Center
157 William St
New York, NY, US
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 (212) 618-6990.

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 Hotel
102 North End Ave.
212-945-0100

Eurostars Wall Street Hotel
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

21 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 21 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

24 Hours of Continuing Education Credit

Participants who complete this program qualify for 24 hours of CPE credit (Specialized Knowledge and Applications). 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.

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 Knowledge Center 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 Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. SNL Knowledge Center 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, SNL Knowledge Center will refund the registrant's tuition in full, however SNL Knowledge Center  will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding SNL Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.
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