Education & Training Services

Financial & Compliance

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.

"Ms. Woodroof is an excellent instructor, very knowledgeable and easy to understand. Ms. Cork was great too. The webinar was excellent." – Ydania Concepcion, Statutory Controller, Federated National

"I rely on this session [Property/Casualty NAIC Update & Blank Changes] to keep me updated and get practical insight that’s invaluable!" – Kris Sterler, CPA PLC

Download 2018 Training Catalog

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.

 

2018


Date: January 9
Time: 1:00 PM-2:30 PM Central Time 

This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course to learn to develop or enhance a working knowledge of generating 1099s using PTE Federal Reporting module.

Agenda

  • Imports into Federal Reporting (from other PTE modules and/or ASCII file)
  • 1099 Maintenance (Add, Delete, Change)
  • Reports
  • 1099 Printing (Original and Corrected Returns)
  • Filing with the IRS


Intended Audience
Personnel responsible for generating 1099s for their company. No prerequisites, basic understanding of PTE required. Advance Preparation: None.

Estimated CPE Credit

1.5 credit hour

Tuition

$200

 

Date: January 10
Time: 1:00 PM-2:30 PM Central Time 

 

This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Basic level course to learn to develop or enhance a working knowledge of generating 1099 data for export using PRO Financial.

Agenda

  • Explain the process of setting up and preparing Federal Reporting information using Export functionality in the PRO Financial Accounts Payable module.
  • Step-by-step instructions on how to set up vendors as 1099 vendors and create the 1099 business rules for data export.
  • Learn how to maintain the 1099 maps within PRO to export to outside federal reporting applications (examples: StoneRiver PTE Federal Reporting System, Convey Compliance).


Intended Audience
Personnel responsible for generating 1099s for their company. No prerequisites, basic understanding of PRO Financial required. Advance Preparation: None.

Estimated CPE Credit

1.5 credit hour

Tuition
$200