IASA Fall 2023 Economic Update

Sep 27, 2023 12:45pm ‐ Sep 27, 2023 12:45pm

Credits: None available.

RSM’s Chief Economist, Joe Brusuelas, will bring his 20 plus years' experience in finance and economics to provide a forward-looking commentary on the economic outlook as we start to bring 2023 to a close.

Learning Objectives:

  1. Define recent developments in the Fed’s monetary policy.
  2. Recognize the analysis of the inflation forecast/threat.
  3. Identify where the hard data is pointing

Delivery Method: Group Internet Based
Field of Study: Economics
Ability Level: Basic
Prerequisites: None
Target Career Level: Early Career, Mid-Career, Advanced Career
Target Audience: Accounting/Finance
Length: 1 hour
CPE Credit: 1 CPE

Pricing: Members - Free / Non-Members - $50
Pricing applied upon logging in or at checkout.

Add to Cart


Dive into the Future: Unveiling NAIC's Bond Project & 2025 Changes!

Sep 27, 2023 2:00pm ‐ Sep 27, 2023 3:30pm

Credits: None available.

The NAIC committees have worked on a bond project with the Iowa Department of Insurance and interested parties since October 2020. The intent of the bond project is to establish principles-based guidance for determining what is a bond. Attend this session to hear the details of the “Bond Definition” project (SAPWG 2019-21) and reporting changes that will impact the 2025 Schedule D, Part 1. Examples and use cases will be presented.

Learning Objectives:
1. Recognize the impact to your holdings under Bond (SSAP 26R) and Loan-backed and Structured Securities (SSAP 43R)
2. Identify examples of securities, and whether they meet the new definition of bonds or not.
3. Recognize changes to the Statutory Investment Schedules D and BA and Identify ways to prepare for the 2025 implementation of the new standards.

Field of Study - Accounting
Prerequisites - None
Advance Preparation - None
Knowledge Level - Basic
Delivery Method - Group Live
CPE - 1.8

Target Career Level: Early Career, Mid-Career, Advanced Career
Target Audience: Accounting/Finance

Add to Cart


2024 March Meeting NAIC Accounting & Reporting

Mar 21, 2024 2:10pm ‐ Mar 21, 2024 3:40pm

Credits: None available.