Education
StoneRiver offers a wide range of training options to bring new employees up to speed, train current employees on new features, and keep you informed of reporting changes that are driven by NAIC decisions. CPE credits are awarded.
The StoneRiver events calendar can be filtered to display Training dates and content.
Courses are offered via several channels for your convenience:
- Training Center – Hands-on, new user courses are offered at the StoneRiver Training Center located in Cedar Rapids, Iowa.
- Web-based – These courses provide live training that you can attend from the convenience of your desk. All you need is an internet connection and phone line.
- Regional – StoneRiver brings select regulatory courses to major cities in the US to minimize your travel expense.
Upcoming Regional Training:
- No training currently scheduled
Upcoming Web-based Training:
- June 23, 24 - Statutory Accounting Principles
- June 30, July 1 - Investment Accounting & Reporting
- July 26 - 29 - P&C Statement Preparation Seminar
- Agust 23 - 26 - Health Statement Preparation Seminar
- September 15 - IMR/AVR: Interest Maintenance Reserve/Asset Valuation Reserve
- October 5, 6 - Investment Accounting & Reporting
- October 12, 13 - Statutory Accounting Principles
- November 3 - Schedule P: Overview and Preparation
- November 4 - Schedule P: Saving Time with StoneRiver Worksheets
- November 22 - NAIC Update & Health Blank Changes
- November 23 - NAIC Update & P&C Blank Changes
- November 30 - NAIC Update & Life Blank Changes
Upcoming Training Center Courses:
- April 20, 21- eFreedom Annual Statement
- June 22, 23 - eFreedom Annual Statement
- August 24, 25 - eFreedom Annual Statement
- December 7, 8 - eFreedom Annual Statement
Upcoming Web-based Training:
- No training currently scheduled
Upcoming Training Center Courses:
- April 12, 13, 14 - TRACKER
- May 17, 18, 19 - TRACKER
- June 16, 17, 18 - TRACKER
- July 14, 15, 16 - TRACKER
- August 16, 17, 18 - TRACKER
- October 6, 7, 8 - TRACKER
- November 15, 16, 17 - TRACKER
- December 13, 14, 15 - TRACKER
Upcoming Web-based Training:
- March 10 - Due Diligence Refresher
- March 11 - State Reporting Refresher
- March 26 - Importing Refresher
- April 6 - NY Advertising Refresher - Insurance
- April 7 - Due Diligence Refresher
- April 8 - State Reporting Refresher
- May 14 - Navigation Refresher
- June 8 - Due Diligence Refresher
- June 9 - NY Advertising Refresher - Banks
- June 10 - NY Advertising Refresher - Utilities
- July 20 - Due Diligence Refresher
- July 21 - State Reporting Refresher
- August 24 - Navigation Refresher
- August 25 - Due Diligence Refresher
- August 26 - State Reporting Refresher
- September 21 - Importing Refresher
- September 22 - Due Diligence Refresher
- September 23 - State Reporting Refresher
- November 9 - Due Diligence Refresher
- November 10 - State Reporting Refresher
- December 7 - Due Diligence Refresher
- December 8 - State Reporting Refresher
PTE Financial and PRO Financial Refresher Training
Upcoming Web-based Training:
- April 13 - PRO Financial AP Export
- April 27 - PTE Financial Intro to ReportView
- May 11 - PRO Financial Intro to ReportView
- May 25 - PTE Financial System Maintenance
- July 13 - Power2Pay Intro to Form Design
- October 26 - PRO Financial Federal Reporting
- November 23 - PTE Financial Federal Reporting
- December 14 - PTE Financial Federal Reporting
Upcoming Training Center Training:
- May 3, 4, 5, 6, 7 - Freedom Reinsurance System (FRS) Refresher
- November 1, 2, 3, 4, 5 - Freedom Reinsurance System (FRS) Refresher
View the events calendar for dates and information about specific courses.
We would be happy to customize and deliver a course to meet the specific needs of your group. Contact us at 800-373-3366 ext. 85716 for complete information.
StoneRiver provides CPE credit because we understand that continuing education is important to you. One credit is given for every 50 minutes in the classroom. Please refer to individual course listings to find specific CPE credit hours. Certificates of completion are given at the conclusion of each course.
StoneRiver 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.