Schedule "D" 2012

NEW YORK
October 29, 2012
LOS ANGELES
October 22, 2012
CHICAGO
October 24, 2012
BOSTON
October 26, 2012
HARTFORD
October 19, 2012
1 day

  • 7 CPE Credit Hrs.
  • 5.75 CSOP Credit Hrs.
  • 0.7 CEU Units
Choose your session:

#of attendees

Jolly Hotel Madison Towers
Madison Avenue at 38th St
New York, NY 10016
Tel: 212-802-0600
Visit their website

Sheraton Gateway Hotel LAX
6101 West Century Blvd
Los Angeles, CA 90045
Tel: 310-642-1111
Visit their website
Crowne Plaza O'Hare International
Chicago O'Hare
5440 North River Road
Rosemont, IL 60018
Tel: 847-671-6350
Visit their website
Holiday Inn at Boston - Somerville
30 Washington St.
Somerville, MA, 02143
Tel: 617-628-1000
Visit their website
Rensselaer at Hartford
275 Wssindsor St.
Hartford, CT 06120
Tel: 860-548-2400
Visit their website

The Schedule "D" 2012 Seminar is designed to give the attendee a thorough understanding of this insurance regulatory report. The attendee will gain a broad understanding of the reports and statutory regulations which apply to it. Each section will be analyzed with the instructor guiding the class as to the accounting and rules pertaining to the appropriate areas.

The Schedule "D" 2012 Seminar is ideal for anyone who is in some way responsible for the preparation of this important regulatory schedule. Persons attending this course need no prior knowleThis program was designed for new staff who have never done year-end before, seasoned professional looking to hear about 2012 changes or have specific questions answered, IT professionals, auditors who use the schedules for reference and comparisons as well as senior level management.

Listed below are some of the topics that are covered in the Schedule "D" 2012 Seminar:

  • Property Casualty Companies vs. Life Companies
  • Types of Property Casualty Companies
  • Types of Life Insurance Companies
  • Stock Companies, Mutual Companies, Fraternal Benefit Societies
  • Assets of an Insurance Company
    • Bonds
    • Common & Preferred Stocks
    • Mortgage & Asset Backed Securities
    • CMO’s
    • Money Market Securities
    • Derivatives
    • Private Placements
    • Short Terms/Cash Equivalents
    • Foreign Securities
  • The Parts of the Statutory Annual Statement
  • Codification
  • The Interrelationship Between the Schedule D and the Annual Statement
  • All Parts of the Schedule D
    • Summary By Country
    • Schedule D
    • Schedule DA
    • Schedule DB
    • Schedule DM
    • Verifications Between Years
    • IMR & AVR
  • Other Accounting Topics
    • Activity
    • Ledger/Non-Ledger
    • Review Accounting Entries
    • Interest Accrual Calculations
    • Dividends
    • Settlements
  • Statutory Accounting Requirements - IMR/AVR
  • Current Year Changes and Proposed Changes for 2013
Choose your session:

#of attendees

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