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September 26, 2024   |  2:00 pm - 3:00 pm ET   |  Complimentary

Simplifying the Shift to Principles-Based Bond Accounting for Statutory Insurers

The Insurers’ Guide to Principles-Based Bond Accounting

Join us for an educational webinar discussing the principles-based bond definition (PBBD) project for statutory filer insurance companies that goes into effect on January 1, 2025. The PBBD project is one of the most significant National Association of Insurance Commissioners (NAIC) accounting changes in several years. You will learn the new bond principles and understand how to apply them to your bond portfolio in a streamlined way to allow for a smooth transition.

About the Webinar

Learning Objectives

Attendees will:

  • Learn the new principles-based bond definition.
  • Discover how the PBBD applies to statutory accounting.
  • Explore changes to the annual financial reports, specifically on Schedule D and Schedule BA.
  • Walk through examples of how to apply these changes to different securities.
  • Learn practical tips for a smooth implementation process.

Who Should Attend:

  • CFOs
  • Controllers
  • Accounting managers
  • Accounting professionals

CPE Details

CPE
1 hour in Accounting
CRE
1 hour
Delivery Method
Group Internet Based
Program Level
Intermediate
Prerequisites
Basic Knowledge of STAT Investment Accounting
Advanced Preparation
None

Meet

Our Panel

Johnson Lambert Audit Partner Lauren Darr, CPA

Lauren Darr, CPA

Partner

Johnson Lambert

Lauren Darr, CPA

Partner

Johnson Lambert

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Johnson Lambert Audit Partner Rachel Ferguson, CPA

Rachel Ferguson, CPA

Partner

Johnson Lambert

Rachel Ferguson, CPA

Partner

Johnson Lambert

View Bio

Laurie Madonna

Director, Regulatory Policy & Research

Conning

Laurie Madonna

Director, Regulatory Policy & Research

Conning

NASBA Details

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Johnson Lambert LLP 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

NASBA Sponsor # 106688
New Jersey Sponsor # CE 2158
Texas Sponsor # 009673

Refund Policy: No refunds will be issued as this course is complimentary.
Complaint Resolution Policy: To register a complaint, contact Hannah Price at [email protected] or 703-842-1174.