This is a group internet-based training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
eFreedom Annual Statement offers some unique time-saving options and features for Special Identifiers. Attend this course for an in-depth review of each Special Identifier as well as tips on how to complete these schedules in the most efficient manner. You will also learn how to use the newly added PDF attachment feature for the free-form pages such as the Notes to Financial and Schedule Y.
Agenda
- Cover Page
- Jurat Page
- Cash Flow and Cash Flow Workpaper
- Notes to Financial Page
- Organization Chart
- Risk Based Capital Pages
- Schedule P and Schedule P Workpapers
- State Pages
- Direct Business Excel Template
- Synopsis Forms
- User-Specific Topics by Request
Intended Audience
Personnel responsible for filing statutory statements and associated reports. No advanced preparation is required. A basic understanding of statutory accounting and reporting is helpful, but not required.
Estimated CPE Credit
2 credit hours