Xchange Sessions

Jun 8, 2020 ‐ Jun 9, 2020

NAIC Reporting Update

Preview Available

NAIC Reporting Update

Jun 9, 2020 3:30pm ‐ Jun 9, 2020 4:30pm

Identification: XCH692020CS6

Credits: None available.

The NAIC is working on completing the updates for 2020 year-end reporting. Learn what items have already been adopted and what your company can do now to prepare for reporting changes made to the Annual Statement as well as get a preview of items being considered for 2020 adoption. The session will also provide information on risk based capital reporting changes and revisions still pending.

Field of Study: Accounting
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test, survey and certificate on the CE Information Tab.

Learning Objectives:

• Attendees will be able to explain 2020 revisions for RBC
• Attendees will be able to explain 2020 revisions for Blanks
• Attendees will be able to plan any necessary system or documentation changes to produce required data

Speaker(s):

• Ms. Mary Caswell, Senior Manager - Data Quality, NAIC
• Mr. Tip Tipton, Accounting Policy Manager, Thrivent

Seven Dirty Words You Shouldn't Use in Corporate America, Restoring Authenticity at Work & at Home - COVID Edition

Preview Available

Seven Dirty Words You Shouldn't Use in Corporate America, Restoring Authenticity at Work & at Home - COVID Edition

Jun 9, 2020 3:30pm ‐ Jun 9, 2020 4:30pm

Identification: XCH692020CS7

Credits: None available.

We are all guilty of Corporate Speak – those catchy phrases that seem to endure even though they are really annoying. When was the last time you asked your family to “look for the synergy here as we go after the low hanging fruit”? During our Seven Dirty Words Seminar you will learn to spot the new obscenities in our corporate language along with ways to have those difficult, yet necessary conversations that help bring us closer together and keep our conversations real.

Field of Study: Professional Development
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test and survey on the CE Information Tab.

Learning Objectives:

• Identify flaws in work communications
• Tool kit for greater clarity and authenticity in work settings
• Increased ability to connect with peers

Speaker(s):

• Mr. Jim Mallozzi, Principal, Mindset Advisors LLC

Insurance Investment Strategy: Three Insurers, Three Responses to the COVID-19 Market Volatility

Preview Available

Insurance Investment Strategy: Three Insurers, Three Responses to the COVID-19 Market Volatility

Jun 9, 2020 3:30pm ‐ Jun 9, 2020 4:30pm

Identification: XCH692020CS9

Credits: None available.

There was no playbook for COVID-19 just like there wasn’t for the Global Financial crisis. How have insurers managed their investment objectives (and risk) during the COVID-19 crisis? Did insurers have a sufficient liquidity risk management process in place (then and now)? During the market downturn, did insurers reduce their equity and/or risky asset exposure further or stick to their rebalancing process? There is not one right answer on what an investment program should look like for every insurer, especially during market turmoil. We will explore how to align an organization’s ability and willingness to accept risk within their investment strategy during normal and volatile market conditions. It is never too late to prepare for the next uncertainty.

Field of Study: Finance
Delivery Method: QAS-Self Study
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Following the purchase of this content, return here and click the session title to view the video and access materials. NASBA Requirement: In order to receive CPE credit for this session, you must watch the video in its entirety. You will not be able to access the post-test until the completion of the video. Access the test and survey on the CE Information Tab.

Learning Objectives:

• Discuss the similarities and differences of the Global Financial crisis to the COVID-19 crisis
• Compare sources of portfolio liquidity and emphasize the need to have access to multiple forms (investment income, FHLB, lines of credit, short-term, cash, etc.)
• Review the importance of having a rebalancing process and how that process changes and adapts from normal to stressed markets

Speaker(s):

• Mr. Chris Montgomery, Chief Investment Officer, Grange Insurance Company
• Mr. Dan Graf, Chief Investment Officer, Amerisure Mutual Insurance Company
• Mr. Tom Harris, President & Chief Operating Officer, Quincy Mutual Group
• Mr. Marc Tourville, Managing Director, Cardinal Investment Advisors