Setting up an onsite program is easy...
1

Review the featured onsite program brochures and select a topic of interest to you.

2

Identify people in your organization who would attend.

3

Tell us what you have in mind. We’ll take it from there! You’ll receive information about the program of your choice.

What others have said about NAIC Onsite Learning Services...

"The blending of work experience and the materials made it so much more meaningful. I would strongly recommend that more trainings of this type be coordinated and arranged more often."

"The program provided us with an excellent opportunity for group learning. We would not have had this opportunity to have all our staff together had it not been for the NAIC onsite program."

"I liked having the training available at our own worksite. I also liked being surrounded by my co-workers."

Additional Training Options for Regulators
ACL/TeamMate Training
Risk Assessment Training
Technical Training
NAIC Education & Training Onsite Learning Contacts

Jennifer Passariello
Manager, NAIC Education & Training Department
816-783-8203

Tian Xiao
Insurance Educator
816-783-8210

Coleen Klatt
Onsite Learning Services Assistant
816-783-8205

Education and Training Department Home Page

What is “onsite” learning?
Onsite learning is learning that takes place at your location, whether it is at an insurance company across town, or a state insurance department across the country. We bring the very best training - on highly specialized topics - the NAIC has to offer right to your door! NAIC’s Education & Training offerings are the source of the most comprehensive, up-to-the-minute instruction on regulation and regulatory compliance topics available. If you have a group of ten or more participants in need of training, why incur high travel expenses sending them to one of our pre-scheduled courses? Our instructors will come to you!

Maximize your training budget!
Onsite learning allows for your staff or the entire department to be trained for less than the cost of traditional public seminars or other offerings. Our onsite courses are priced at $2,500 per day of training plus $250 per participant and instructor travel expenses. State insurance departments receive a discounted rate of $1,500 per day of training plus $50 per participant and instructor travel expenses.

Featured Onsite Programs

NEW! Investment Issues Update

In response to the increasing concern by regulators and the public alike over the impact of the subprime meltdown that is still unfolding, NAIC Education & Training now has a program designed to provide updates on subprime-related issues and investment of mortgage-backed/asset-backed securities. This one-day learning event is designed to provide a general understanding of the insurer’s involvement in subprime and other structured securities investments.

Investment Schedules

If your staff is responsible for preparing the annual statement investment schedules and would like more concentrated discussion and study of Schedules A, BA, B, D, DA and E, plan to participate in the NAIC’s Investment Schedules course. Your staff will discover answers to questions such as: Which investment schedules do I fill out? What amount is reported in the Book/Adjusted Carrying Value? Which of my securities do I file with the SVO? Through comprehensive text materials, instructor-guided discussions, and practice exercises, your staff will obtain the knowledge needed to accurately report your company’s investments.

Health Annual Statement

If your staff would like to learn more about the Health Annual Statement completion process, then plan to participate in the NAIC's Health Annual Statement course. This two-day learning opportunity will include a walk-through of the detailed schedules and exhibits. We will cover fundamental Statutory Accounting Principles, basic investment reporting, a brief history of the Risk-Based Capital formula, and the completion of a filing. Your staff will get to practice what they learn through hands-on experience in an end-of-course exercise that reviews the Assets, Liabilities, Statement of Revenue, Cash Flow, and Analysis of Operations pages.

Property Casualty Annual Statement

If your staff is responsible for the preparation, analysis, or auditing of P&C annual statements, plan to participate in the NAIC's Property & Casualty Annual Statement course. This two-day learning opportunity offers an introduction to statutory accounting and reporting, including a fundamental understanding of statutory accounting principles, statutory filing requirements, and risk-based capital. Your staff will learn about investment schedules, reinsurance and loss reserves. A walk-through of the property and casualty annual statement will also take place.

 
Don’t see the topic you are looking for? We may be able to build a program for you. Contact us for information on our custom training services.
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