Exhibitors
Sovos Compliance, LLC
SOVOS BOOKE is the industry leader in U.S. insurance accounting and reporting education and software.
From our industry experts and high-quality training to our best-in-class software and support, SOVOS BOOKE gives you the tools to advance your career and meet your organization's goals.
Developed and presented by our hands-on industry experts, our courses cover Property and Casualty, Life, and Health insurance topics such as:
- Annual Statement
- Federal Income Tax
- Reinsurance
- Statutory Accounting
- Financial Analysis
- Derivatives
- Investments
- U.S. GAAP and IFRS
Address
9800 Bren Road E, Suite 300Minnetonka, MN
55343
United States
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
103016Approved Delivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
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P&C Concepts Series - SSAP 101 Income Taxes - An Overview for Nonlife Insurance Companies
Sovos Compliance, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course examines the statutory income tax guidance in SSAP 101, including the deferred tax asset admissibility test, and identifies the required note disclosures. Upon successful completion of thi ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the classification (U.S. GAAP), valuation (U.S. GAAP/Statutory) and disclosures (Statutory) for unaffiliated debt and equity securities and is designed to cover all statement ty ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The course explores the basic principles of all types of insurance - Life, Property and Casualty, Health, Fraternal, and Title - with emphasis on statutory reporting requirements. Upon completion of t ...Program Level:
BasicDelivery Method:
- QAS Self Study
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Accounting & Reporting of Other-Than-Temporary Impairments - Debt & Equity Securities
Sovos Compliance, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Gain a comprehensive understanding of the accounting and reporting of other-than-temporary impairments for debt and equity securities on a GAAP and statutory basis, including the required disclosures. ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course explores the concepts of fair value measurements and the fair value option. You will gain an understanding of the fair value framework, approach, hierarchy, and detailed disclosures requir ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The course reviews pharmaceutical rebates, risk sharing receivables and other types of health care receivables and how they are reported in the Health Annual Statement. Learning Objectives: Identify t ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the history of Risk-Based Capital (RBC), the RBC concept, the RBC report, the RBC formula, the risk categories of RBC, the calculation of total RBC, the RBC ratio and compliance ...Program Level:
BasicDelivery Method:
- QAS Self Study
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IFRS 17 Insurance Contracts Measurement Models for Insurance and Reinsurance Contracts
Sovos Compliance, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This International Financial Reporting Standards course provides a comprehensive review into IFRS 17’s measurement models for insurance and reinsurance contracts. Learning Objectives: Recognize the at ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This International Financial Reporting Standards course focuses on IFRS 17’s financial statement presentation and disclosures guidance. More specifically, this course explores revenue recognition unde ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This International Financial Reporting Standards course introduces you to the objectives, definitions and scope of IFRS 17. This course also provides an overview of the measurement models applicable t ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Learn classification and measurement concepts of financial instruments under IFRS guidance. You will also gain an understanding of the fair value measurement framework, approach, hierarchy, and disclo ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Receive an introduction to financial planning and the financial planning process for property & casualty insurance companies. This course defines and discusses the financial planning process, terms an ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
The course explores the basics principles of all types of insurance, Life, Property and Casualty, Health, Fraternal and Title with emphasis on Statutory reporting requirements. Upon completion of this ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course introduces you to the business of life insurance. Starting with the fundamental concepts of life insurance, the course outlines the products life insurance companies have developed in resp ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Receive an introduction to Risk-Based Capital (RBC) for Property and Casualty insurance companies, including how RBC came to be, a discussion of the key risks it measures, how the calculation works, c ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
You will receive an overview of the statutory accounting for bonds as required by SSAP 26R. This course focuses exclusively on the accounting for issuer obligations; loan-backed and structured securit ...Program Level:
BasicDelivery Method:
- QAS Self Study
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Life Financial Reporting - Accounting and Reporting for Certain Long-Duration Contracts
Sovos Compliance, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides a high-level overview of certain non-traditional product guarantees such as guaranteed minimum death benefits (GMDB), guaranteed minimum income benefits (GMIB), guaranteed minimum ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course explores the fundamental Federal income tax concepts applicable to life insurance companies. Learning Objectives Identify the criteria for qualifying as a Life insurance company for Federa ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Explore the fundamental concepts of Interest Maintenance and Asset Valuation Reserves and capital gains and losses in this course. Learning Objectives Identify the characteristics of IMR and AVR Disti ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course, derived from our Life Financial Reporting public seminar content, describes the basic economics of life insurance and the accounting systems (statutory and GAAP) used by insurance compani ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course is a comprehensive discussion of the concept of reinsurance and how reinsurance is used in the life insurance industry, as well as accounting and reporting for life reinsurance on a GAAP a ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Life Financial Reporting - Overview of Life Insurance Company Reserves and Claim Liabilities
Sovos Compliance, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of the GAAP and Statutory accounting and financial reporting for life insurance company reserves and claim obligations. Learning Objectives Recognize why life insuranc ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Life Financial Reporting - Overview of Product Accounting & Reporting for Life Insurance Companies
Sovos Compliance, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Learn about the types of risks life insurance companies face in their role as financial intermediaries, and how policyholders may participate in sharing these risks from material taken from our public ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course provides an overview of GAAP accounting and financial reporting for life insurance company deferred acquisition costs (DAC). Learning Objectives Recognize how the deferral and amortization ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Learning Objectives To identify and compare statutory and GAAP revenue recognition rules for the various product classifications: Short-duration contracts Traditional long-duration and mutual particip ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Derived from our Life Financial Reporting public seminar, this course is a discussion of the concept and application of the Risk-Based Capital requirement for Life Insurance Companies. Learning Object ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the Separate Account concept and the types of products that use Separate Accounts. We identify the role of the Blue Book and Green Book in reporting for Separate Accounts and il ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the investment accounting concepts of book value and fair value and describes the Statutory and GAAP valuation of invested assets in good standing. We explain the concept of hed ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course explores the fundamental Federal Income Tax concepts applicable to life insurance companies. Learning Objectives Identify the criteria for qualifying as a life insurance company for Federa ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course explores the fundamental concepts of Interest Maintenance and Asset Valuation Reserves and Capital Gains and Losses. Learning Objectives: Identify the characteristics of IMR and AVR Distin ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the investment accounting concepts of book value and fair value and describes the Statutory valuation of invested assets in good standing. Also, it explains the concept of hedge ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course describes the the basic economics of life insurance and the accounting systems (Statutory and GAAP) used by insurance companies. Upon successful completion of this course, you will be able ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course familiarizes you with Statutory revenue recognition and reporting in the Life and Accident and Health Annual Statement. Learning Objectives Identify and apply Statutory policyholder revenu ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the types of risks life insurance companies face in their role as financial intermediaries, and how policyholders may participate in sharing these risks. We identify the types o ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course is a comprehensive discussion of the concept of reinsurance and how reinsurance is used in the life insurance industry, as well as accounting and reporting for life reinsurance on a Statut ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Life Statutory Reporting - Reserves, Claim and Dividend Liability Recognition and Reporting
Sovos Compliance, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course familiarizes the learner with Statutory reserves, claim and dividend liability recognition and reporting in the Life and Accident and Health Annual Statement. Learning Objectives: Recogniz ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course discusses the concept and application of the Risk-Based Capital (RBC) requirement for life insurance companies. Learning Objectives Identify the purpose and impact of the RBC requirement D ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course focuses on the Separate Account concept and the types of products that use Separate Accounts. We also identify the role of the Blue Book and Green Book in reporting for Separate Accounts a ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
P&C Concepts Series - Accounting for Acquisition Costs & Premium Deficiency Reserves
Sovos Compliance, LLCField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course follows the introductory course on expenses for property & casualty insurance companies. In this course, the accounting treatment for acquisition costs will be reviewed in detail for Statu ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course introduces you to expenses and expense reporting for property & casualty companies. You will receive an overview of the major expense items for property and casualty companies and review S ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course introduces you to the fundamental Federal Income tax concepts applicable to Property and Casualty companies, provides an overview of several key tax adjustments specific to P&C companies, ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Receive an introduction to the Property and Casualty Insurance industry. Learning Objectives Identify how business is spread across companies in the industry Differentiate between property and liabili ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the basic financial statements for a property and casualty insurance company including the balance sheet, the income statement, the change in capital and surplus, the cash flow sta ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This foundational course presents a comprehensive discussion of the concept of reinsurance and how reinsurance is used in the Property & Casualty insurance industry. Prerequisites/Advance Preparation ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course defines key terms and concepts related to the accounting for claims for a property and casualty insurance company. Learning Objectives Identify the accounting impact of the key events in t ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This overview will cover the different type of Property and Casualty insurance company investments and the valuation, accounting and reporting rules. Learning Objectives Identify significance of P&C i ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
In this foundational course, we define key terms and concepts related to the premiums cycle of a property and casualty insurer. Learning Objectives Define premiums written, premiums earned, unearned p ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course examines the statutory income tax guidance in SSAP 101, including the deferred tax asset admissibility test, and identifies the required note disclosures with illustrations. Upon successfu ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course reviews the Property & Casualty Statutory Annual Statement with emphasis on the primary statutory financial statements: balance sheet, income statement, change in capital & surplus, and ca ...Program Level:
BasicDelivery Method:
- QAS Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
This course defines key terms and concepts related to the accounting for policies with variable premiums for a Property and Casualty insurance company. Learning Objectives: Determine the proper accoun ...Program Level:
BasicDelivery Method:
- QAS Self Study
55 Results
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Sovos Booke 2021 Education Catalog
March 2021Gain industry knowledge and earn CPE in 2021 with virtual instructor-led live courses.
1 Results
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
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Booke- Insurance Accounting & Reporting Education & Software
1 Aug 2019Over 50 years of helping professionals like you succeed in the insurance industry.
1 Results