StoneRiver offers a wide range of training options to bring new employees up to speed, refresh current employees, and keep you informed of reporting changes that are driven by NAIC decisions. CPE credits are available.
Training Center
Hands-on courses are still the best way for new users to gain maximum efficiency. These multi-day seminars are offered at the StoneRiver Training Center located in Cedar Rapids, Iowa.
Web-based Courses
Participate in our live online training from the convenience of your desk or conference room. We encourage active Q&A between attendees and students. To connect, all you need is a telephone and a PC with an internet connection. Web-based courses are limited to half days to improve retention. Longer courses are extended over multiple half days.
Statutory Accounting & NAIC Update Web-based Seminars
- June 27-28 - Accounting and Reporting for Investments
- July 17-18 - Basic Statutory Accounting
- August 23 - Schedule F: Reinsurance Reporting for P&C Companies
- September 18 - Health Risk-Based Capital
- October 2-3 - Basic Statutory Accounting
- October 30-31 - Accounting and Reporting for Investments
- December 4 - NAIC Update & P&C Blank Changes
- December 5 - NAIC Update & Health Blank Changes
- December 6 - NAIC Update & Life Blank Changes
eFreedom Annual Statement Software
Training Center
- June 19 - eFreedom Annual Statement System
- August 21 - eFreedom Annual Statement System
- December 5 - eFreedom Annual Statement System
Web-based Training
- June 12 - eFreedom - Special Identifiers
- June 14 - eFreedom - Statement Preparation
- December 4 - eFreedom Software Update
- December 5 - eFreedom Software Update
- December 6 - eFreedom Software Update
TRACKER Unclaimed Property System
Training Center
- April 16 - TRACKER Unclaimed Property System
- June 11 - TRACKER Unclaimed Property System
- August 13 - TRACKER Unclaimed Property System
- October 15 - TRACKER Unclaimed Property System
- December 12 - TRACKER Unclaimed Property System
Web-based Refresher Training
- February 10 - TRACKER Navigation Refresher
- February 24 - TRACKER State Reporting Refresher
- March 15 - TRACKER Importing Refresher
- March 16 - TRACKER Due Diligence Refresher
- March 23 - TRACKER State Reporting Refresher
- April 6 - TRACKER Navigation Refresher
- April 13 - TRACKER Importing Refresher
- April 19 - TRACKER Due Diligence Refresher
- April 20 - TRACKER State Reporting Refresher
- April 23 - TRACKER NY Advertising Refresher - Insurance
- May 10 - TRACKER Importing Refresher
- May 11 - TRACKER Due Diligence Refresher
- May 17 - TRACKER State Reporting Refresher
- May 18 - TRACKER NY Advertising Refresher - Banks
- June 5 - TRACKER Importing Refresher
- June 6- TRACKER Due Diligence Refresher
- June 7- TRACKER State Reporting Refresher
- June 21 - TRACKER NY Advertising Refresher - Utilities
- July 24 - TRACKER Importing Refresher
- July 25 - TRACKER Due Diligence Refresher
- July 26 - TRACKER State Reporting Refresher
- August 9 - TRACKER Importing Refresher
- August 16 - TRACKER Due Diligence Refresher
- August 17 - TRACKER State Reporting Refresher
- September 14 - TRACKER Navigation Refresher
- September 20 - TRACKER Due Diligence Refresher
- September 21 - TRACKER State Reporting Refresher
- October 12 - TRACKER Importing Refresher
- October 18 - TRACKER Due Diligence Refresher
- October 19 - TRACKER State Reporting Refresher
- November 1 - TRACKER Importing Refresher
- November 2 - TRACKER Due Diligence Refresher
- November 14 - TRACKER Navigation Refresher
- December 7 - TRACKER Importing Refresher
- December 10 - TRACKER Due Diligence Refresher
- December 11 - TRACKER State Reporting Refresher
Federal Reporting
Web-based System Training
- December 11 - PRO Financial 1099 Processing
- December 13 - PTE Financial Federal Reporting
Freedom Reinsurance System
Training Center
- May 7 - 11 - Freedom Reinsurance System (FRS) Refresher
- November 5 - 9 - Freedom Reinsurance System (FRS) Refresher
View the events calendar for dates and information about specific courses. We can also customize course content to meet the specific needs of your group. Contact us at 800-373-3366 ext. 85716 for complete information.
NASBA Accreditation
StoneRiver provides CPE credit in accordance with NASBA guidelines. One credit is given for every 50 minutes in the classroom. Please refer to individual courses to determine 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.