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P&C Accounting and Analysis

Produced by the Knowledge Center, expert training from S&P Global Market Intelligence

P&C Accounting and Analysis is a three day fast-track course, designed for professionals with some foundational concepts already under their belts. This seminar provides the essential concepts from our two-day Statutory Accounting course and our two-day Financial Analysis course into one concentrated program. It is ideal for those who need to read, understand, and analyze property and casualty insurance statutory financial reports. A comprehensive approach will take you from insurance basics to high level financial analysis.

You'll learn the basic skills needed to perform analysis on the financial strength of a P&C insurance company. The course begins with an industry overview, focusing on regulation, products, distribution, corporate structure, and profitability. The seminar uses vertical analysis techniques for assessing Statutory and GAAP financial schedules, horizontal analysis for assessing results over time, and benchmarking to track a company’s results against industry and regulatory standards.

Real-life examples and actual company data will provide you with practical learning opportunities regarding the application of profitability measurements, solvency requirements, and financial ratio experience in analyzing the financial strength of a P&C insurance company.

What you'll learn:

  • Industry overview: regulation, products, distribution, corporate structure and profitability
  • Basic skills to perform analysis on financial strength of P&C insurance company
  • Vertical analysis techniques for assessing Statutory and GAAP financial schedules
  • Horizontal analysis for assessing results over time
  • Benchmarking to track company's results against industry and regulatory standards
  • Profitability measures, solvency requirements, financial ratio experience

Instructor

Kevin Oates


Independent Consultant and Instructor

Kevin has spent his entire career in the insurance industry and since 1996 has worked as an independent consultant and instructor conducting in-house and open enrollment training for Wall Street and industry firms.

He has held positions as a SVP of an international insurance/reinsurance consulting firm, executive financial positions with holding companies and underwriting organizations, and as vice-president of reinsurance operations with a reinsurance intermediary.

His teaching experience includes being an adjunct instructor of accounting at Queens College, Rutgers University, and an instructor in P&C insurance accounting and annual statement preparation at the New York College of Insurance.

Kevin has an MBA in Corporate Finance from Rutgers University. He is a Fellow of the Life Management Institute (FLMI), and holds the Associate in Reinsurance (ARE), and Associate in Insurance Accounting and Finance (AIAF) designation from the Insurance Institute of America.

He is the author of the Reinsurance Accounting Chapter of the Strain Reinsurance Textbook and a contributing author to the NAIC Receiver's Handbook.

P&C Accounting and Analysis Agenda

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Highlights

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Frequently Asked Questions

Who attends?

  • Buy-side and sell-side investment analysts
  • Insurance company accounting and audit professionals
  • P&C insurance underwriters looking for insight into the financial effects of their activities on the company
  • Corporate and business development professionals performing competitor analysis
  • Legal advisor and management consultants looking to better advise their clients

What is the dress code?

Business casual.

Do I need a laptop?

No.

What is the cancellation policy?

Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit.

Attendee substitutions from the same company may be made at any time. In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee.

"No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee. S&P Global Market Intelligence reserves the right to cancel/change programs, content, speakers or venue at any time. S&P Global Market Intelligence reserves the right to make portions of the program registration information available to program sponsors.

S&P Global Market Intelligence will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, S&P Global Market Intelligence will refund the registrant's tuition in full, however S&P Global Market Intelligence will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding S&P Global Market Intelligence's refund, complaint or program cancellation policy, please call us at +1 888-991-7786 or info@snlcenter.com.

Registrant, as an individual person attending an S&P Global Market Intelligence conference, seminar, or other program, hereby grants permission to the S&P Global Market Intelligence to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with S&P Global Market Intelligence’s conferences, instructional, and/or marketing activities.

Continuing Education Credits

20 Hours of Continuing Education Credit
As a participant in the CFA Institute Approved-Provider Program, SNL Knowledge Center has determined that this program qualifies for 20 credit hour(s). If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
24 Hours of CPE Credit
Participants who complete this program qualify for 24 hours of CPE credit (Specialized Knowledge and Applications). Program Level: Intermediate. Delivery Method: Group-Live. The Knowledge Center 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.