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

 

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.

Download 2017 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.

 

2017

Date: December 5
Time: 1:00 PM-2:00 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 credit hour

Tuition
$200

 

 

Date: December 12
Time: 1:00 PM-2:00 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 credit hour

Tuition

$200

 

 

Date: December 12
Time: 1:00 PM-3:30 PM Central Time

This is a group internet-based training event. Separate sessions are offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Upon completion of this course, participants will have the most recent accounting and reporting information regarding changes adopted by the National Association of Insurance Commissioners (NAIC) for year-end 2016 reporting. 

Agenda

  • Annual Statement Reporting  
  • Risk-Based Capital
  • Accounting Update
  • Year-end Pending Issues
  • On-going NAIC Activities

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.  Advance Preparation: None.

 

Estimated CPE Credit

3 credit hours

Tuition

$375

If combined with eFreedom Update, total fee: $600

 

 

Date: December 12
Time: 9:00 AM - 11:30 AM 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
Our Software Update webinar is loaded with news about new eFreedom software features, product support tools, and general software information. See the latest eFreedom enhancements as well as tips and tricks for preparing the statement within the StoneRiver software.

Agenda

  • Annual Statement Client Services & Support
    We will describe the full range of Annual Statement support resources available to you. You will learn the most efficient way to access customer service, and how to subscribe to email notifications for State Checklist Direct and our NAIC Focus newsletter.
  • Software Enhancements
    An overview of the latest software enhancements will be provided.  You will learn the benefits of the new enhancements and how they will help you complete the filings more efficiently.
  • Tips and Tricks
    You will learn about features that simplify your statement preparation, and new ways to streamline the process.  These tips and tricks shave time and effort off your quarterly and annual filings.  You will understand how the features discussed can help in your workflow.

Intended Audience
The seminar is intended for experienced regulatory software users.  No prerequisites are required.  Advance Preparation: None.

Estimated CPE Credit

3 credit hours

If combined with NAIC Update, total fee: $600

Tuition

$375


 

 

Date: December 13
Time: 1:00 PM-3:30 PM Central Time

This is a group internet-based training event. Separate sessions are offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Upon completion of this course, participants will have the most recent accounting and reporting information regarding changes adopted by the National Association of Insurance Commissioners (NAIC) for year-end 2016 reporting. 

Agenda

  • Annual Statement Reporting  
  • Risk-Based Capital
  • Accounting Update
  • Year-end Pending Issues
  • On-going NAIC Activities

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.  Advance Preparation: None.

 

Estimated CPE Credit

3 credit hours

Tuition

$375

If combined with eFreedom Update, total fee: $600

 

 

Date: December 14
Time: 1:00 PM-3:30 PM Central Time

This is a group internet-based training event. Separate sessions are offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.

Objective
Upon completion of this course, participants will have the most recent accounting and reporting information regarding changes adopted by the National Association of Insurance Commissioners (NAIC) for year-end 2016 reporting. 

Agenda

  • Annual Statement Reporting  
  • Risk-Based Capital
  • Accounting Update
  • Year-end Pending Issues
  • On-going NAIC Activities

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.  Advance Preparation: None.

 

Estimated CPE Credit

3 credit hours

Tuition

$375

If combined with eFreedom Update, total fee: $600

 

 

Date: December 14
Time: 9:00 AM - 11:30 AM 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
Our Software Update webinar is loaded with news about new eFreedom software features, product support tools, and general software information. See the latest eFreedom enhancements as well as tips and tricks for preparing the statement within the StoneRiver software.

Agenda

  • Annual Statement Client Services & Support
    We will describe the full range of Annual Statement support resources available to you. You will learn the most efficient way to access customer service, and how to subscribe to email notifications for State Checklist Direct and our NAIC Focus newsletter.
  • Software Enhancements
    An overview of the latest software enhancements will be provided.  You will learn the benefits of the new enhancements and how they will help you complete the filings more efficiently.
  • Tips and Tricks
    You will learn about features that simplify your statement preparation, and new ways to streamline the process.  These tips and tricks shave time and effort off your quarterly and annual filings.  You will understand how the features discussed can help in your workflow.

Intended Audience
The seminar is intended for experienced regulatory software users.  No prerequisites are required.  Advance Preparation: None.

Estimated CPE Credit

3 credit hours

If combined with NAIC Update, total fee: $600

Tuition

$375