Venue
JW Marriott Orlando Bonnet Creek Resort & Spa
JW Marriott Orlando Bonnet Creek Resort & Spa, 14900 Chelonia Pkwy, Orlando, FL 32821, USA

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Event Date Mon Sep 12 EDT - Thu Sep 15 EDT (over 2 years ago)
Location JW Marriott Orlando Bonnet Creek Resort & Spa
14900 Chelonia Pkwy, Orlando, FL 32821, USA
Region Americas
Details

This summit is an annual, exclusive event providing the insurance industry with premier educational sessions from regulatory experts and instructors. Our team of industry experts provide comprehensive overviews and training on accounting, regulatory and tax updates and the newest product enhancements that are set to impact the industry.

With more than 50 years of experience helping insurance professionals succeed, our regulatory team is known and trusted throughout the insurance industry. We are the premier compliance destination for information and emerging trends in tax, NAIC regulatory reporting and state compliance.

Key topics will include:
• Product and Technology
• Updates and Best Practices
• Federal Income Tax for Insurance
• Cash Flow and Schedule P
• Updates on Investments
• Hot Topics in the Industry
• Accumulations, Combined Statements and Pooling
• Statutory Accounting and Reporting Updates
• Group Capital
• StatWeb
• Unclaimed Property

Speakers

2022 Speakers

Bruce Benson
VP, Technology & Development, Sovos

Lisa Harris
Senior Product Manager, Sovos

Paul Banker
General Manager, Sovos

Seth Kernodle
VP, Regulatory Education, Sovos

Sarah Stubbs
Regulatory Education Director, Sovos

Kent Quam
Regulatory Education Director, Sovos

Jeff Clevinger
Regulatory Education Director, Sovos

Melissa Monaghan
Senior Business Analyst, Sovos

Mollie Crayton
Regulatory Education Director, Sovos

Lisa Mullen
Regulatory Education Director, Sovos

Nikki Pethtel
CFO, Investors Preferred

Sponsors & Partners

2022 Sponsor

• Thought Industries