FINANCIAL & COMPLIANCE
Education & Training Services

DATE: November 17
TIME: 1:00 PM – 2:30 PM Central Time

This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide users with news about new Sapiens StatementPro software features, product support tools, and general software information. See the latest Sapiens StatementPro enhancements as well as tips and tricks for preparing the statement within the Sapiens software.

Agenda

• Annual Statement Client Services & Support
  We will describe the full range of Annual Statement support resources available to you. You will learn the most efficient way to access customer service, and how to subscribe to email notifications for State Checklist Direct and our NAIC Focus newsletter.
• Software Enhancements
  An overview of the latest software enhancements will be provided.  You will learn the benefits of the new enhancements and how they will help you complete the filings more efficiently.
• Tips and Tricks
  You will learn about features that simplify your statement preparation, and new ways to streamline the process.  These tips and tricks shave time and effort off your quarterly and annual filings.  You will understand how the features discussed can help in your workflow.

Intended Audience
The seminar is intended for experienced regulatory software users.  No prerequisites are required.  Advance Preparation: None.

Estimated CPE Credit

1.5 credit hours
Field of Study: Specialized Knowledge

Tuition

$200
If combined with NAIC Update, total fee: $450

DATE: November 19
TIME: 1:00 PM – 2:30 PM Central Time

This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide users with news about new Sapiens StatementPro software features, product support tools, and general software information. See the latest Sapiens StatementPro enhancements as well as tips and tricks for preparing the statement within the Sapiens software.

Agenda

• Annual Statement Client Services & Support
  We will describe the full range of Annual Statement support resources available to you. You will learn the most efficient way to access customer service, and how to subscribe to email notifications for State Checklist Direct and our NAIC Focus newsletter.
• Software Enhancements
  An overview of the latest software enhancements will be provided.  You will learn the benefits of the new enhancements and how they will help you complete the filings more efficiently.
• Tips and Tricks
  You will learn about features that simplify your statement preparation, and new ways to streamline the process.  These tips and tricks shave time and effort off your quarterly and annual filings.  You will understand how the features discussed can help in your workflow.

Intended Audience
The seminar is intended for experienced regulatory software users.  No prerequisites are required.  Advance Preparation: None.

Estimated CPE Credit

1.5 credit hours
Field of Study: Specialized Knowledge

Tuition

$200
If combined with NAIC Update, total fee: $450

Date: December 1
Time: 1:00 PM-3:30 PM Central Time

This is a group internet-based training event. Separate sessions are offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide participants with the most recent accounting and reporting information regarding changes adopted by the National Association of Insurance Commissioners (NAIC) for year-end 2020 reporting.

Agenda

• Annual Statement Reporting
• Risk-Based Capital
• Accounting Update
• Year-end Pending Issues
• On-going NAIC Activities

Intended Audience
Personnel responsible for filing statutory statements and associated reports.  No advanced preparation is required.  A basic understanding of statutory accounting and reporting is helpful, but not required.  Advance Preparation: None.

Estimated CPE Credit

3 credit hours
Field of Study: Specialized Knowledge

Tuition

$375

If combined with Sapiens StatementPro Software Update, total fee: $450

Date: December 2
Time: 1:00 PM-3:30 PM Central Time

This is a group internet-based training event. Separate sessions are offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide participants with the most recent accounting and reporting information regarding changes adopted by the National Association of Insurance Commissioners (NAIC) for year-end 2020 reporting.

Agenda

• Annual Statement Reporting
• Risk-Based Capital
• Accounting Update
• Year-end Pending Issues
• On-going NAIC Activities

Intended Audience
Personnel responsible for filing statutory statements and associated reports.  No advanced preparation is required.  A basic understanding of statutory accounting and reporting is helpful, but not required.  Advance Preparation: None.

Estimated CPE Credit

3 credit hours
Field of Study: Specialized Knowledge

Tuition

$375

If combined with Sapiens StatementPro Software Update, total fee: $450

Date: November 30
Time: 1:00 PM-3:30 PM Central Time

This is a group internet-based training event. Separate sessions are offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course designed to provide participants with the most recent accounting and reporting information regarding changes adopted by the National Association of Insurance Commissioners (NAIC) for year-end 2020 reporting.

Agenda

• Annual Statement Reporting
• Risk-Based Capital
• Accounting Update
• Year-end Pending Issues
• On-going NAIC Activities

Intended Audience
Personnel responsible for filing statutory statements and associated reports.  No advanced preparation is required.  A basic understanding of statutory accounting and reporting is helpful, but not required.  Advance Preparation: None.

Estimated CPE Credit

3 credit hours
Field of Study: Specialized Knowledge

Tuition

$375

If combined with Sapiens StatementPro Software Update, total fee: $450

Date: December 9
Time: 1:00 PM-2:30 PM Central Time

This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course to learn to develop or enhance a working knowledge of generating 1099 data for export using Sapiens FinancialPro.

Agenda

• Explain the process of setting up and preparing Federal Reporting information using Export functionality in the Sapiens FinancialPro Accounts Payable module.
• Step-by-step instructions on how to set up vendors as 1099 vendors and create the 1099 business rules for data export.
• Learn how to maintain the 1099 maps within Sapiens FinancialPro to export to outside federal reporting applications (examples: Sapiens Financial GO Federal Reporting System, Convey Compliance).

Intended Audience
Personnel responsible for generating 1099s for their company. No prerequisites, basic understanding of Sapiens FinancialPro required. Advance Preparation: None.

Estimated CPE Credit

1.5 credit hours
Field of Study: Specialized Knowledge

Tuition
$200

Date: December 8
Time: 1:00 PM-2:30 PM Central Time

This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course to learn to develop or enhance a working knowledge of generating 1099s using Sapiens Financial GO Federal Reporting module.

Agenda

• Imports into Federal Reporting (from other Sapiens Financial GO modules and/or ASCII file)
• 1099 Maintenance (Add, Delete, Change)
• Reports
• 1099 Printing (Original and Corrected Returns)
• Filing with the IRS

Intended Audience
Personnel responsible for generating 1099s for their company. No prerequisites, basic understanding of Sapiens Financial GO required. Advance Preparation: None

Estimated CPE Credit

1.5 credit hours
Field of Study: Specialized Knowledge

Tuition

$200