2026 Statutory Insurance CPE Training: Registration Is Now Open

JLK Rosenberger is excited to announce that registration is officially open for S.S.A.P Chat: Statutory Insurance CPE Training, our specialized insurance accounting and tax training program designed specifically for professionals in the insurance industry.

Originally developed as an internal training initiative for our own professionals, these courses are now available to clients, colleagues, and industry friends who want practical, insurance-focused education led by experienced professionals actively working in the field.

Whether you are beginning your career in insurance accounting or are a seasoned finance, audit, or tax professional looking to refresh and deepen your expertise, these trainings offer practical learning opportunities tailored to various levels of industry experience.

Day One – Insurance Accounting Fundamentals Training

Title: Financial Reporting for Property and Casualty Insurance

This full-day course will be held on July 29, 2026, at our Glendale, California, training facility, and again on September 9, 2026, at our Dallas, Texas, facility. Both sessions will run from 8:30 am to 5:00 pm.

Our comprehensive training will cover a wide range of insurance accounting and financial reporting topics, including the business model for property and casualty insurance companies, key statutory accounting concepts, premium accounting, loss reserving and claims cycles, reinsurance, investment cycles, and regulatory reporting requirements.

Upon completion of this course, participants will be able to:

• explain the overall business model for insurance entities and what makes the insurance industry distinct from most other industries.
• understand various property and casualty insurance product offerings and how to account for and report premiums and related acquisition costs.
• understand the loss reserving cycle and how to account for and report losses and loss adjustment expenses.
• understand reinsurance, the basic types of reinsurance arrangements, and how to account for and report reinsurance transactions.
• understand the investment cycle of insurers and how insurance entities account for and report investment activities.
• possess an understanding of the insurance regulatory environment and reporting requirements imposed on insurance entities.
• identify the key differences between statutory accounting principles and generally accepted accounting principles as they pertain to insurers.

This course is recommended for new finance, accounting, tax, and audit professionals, as well as experienced professionals seeking a refresher on insurance accounting fundamentals. Participants attending this session may earn up to 8.0 CPE credits in the areas of Accounting and Auditing. The cost for this training is $325, which includes light breakfast, lunch, and snacks.

Day Two – Insurance Tax Deep Dive Workshop

Title: Note 9: Gateway to the Bottom Line, A Walkthrough of Accounting for Income Tax Under SSAP 101 

This half-day workshop may be attended as a standalone session or as an add-on to the Insurance Accounting Fundamentals Training. The workshop will be held on July 30, 2026, in Glendale, California, and again on September 10, 2026, in Dallas, Texas. Both sessions will run from 9:00 am to 1:30 pm.

This detailed workshop focuses on accounting for income taxes under SSAP 101 and will provide participants with a practical understanding of insurance tax accounting concepts, deferred tax considerations, statutory reporting requirements, and tax-related disclosures applicable to insurance entities.

Upon completion of the workshop, participants will be able to:

• understand the overall framework for accounting for income taxes under SSAP 101.
• identify key statutory accounting and disclosure requirements related to income taxes.
• understand deferred tax accounting concepts applicable to insurance companies.
• recognize common tax reporting considerations and challenges faced by insurers.
• understand practical applications of SSAP 101 through real-world examples and discussion.
• identify important tax-related financial reporting considerations for insurance entities.
• gain a deeper understanding of insurance tax reporting and related compliance considerations.

This workshop is recommended for finance, accounting, tax, and audit professionals with at least a basic understanding of insurance financial reporting concepts. Participants attending this workshop may earn 4.0 CPE credits in the fields of Taxes. The cost for this training is $195, which includes light breakfast, lunch, and snacks.

Learn from Insurance Industry Specialists

These trainings are led by experienced professionals from JLK Rosenberger’s Insurance Services Group, including:

• Bill Rosenberger, CPA — Insurance Practice Leader
• Robert Gabon, CPA — Insurance Tax Partner
• Maria Vigul, CPA — Senior Manager

Our instructors work directly with insurance organizations and bring practical, real-world insight into every session.

What Past Participants Are Saying

“Great source of information and background; 100% recommended for new/continuing insurance professionals.”

“It’s a very well organized class with relevant educational material that is worth attending. A great opportunity to meet other professionals in the insurance industry.”

“Very informative and focused specifically on insurance accounting. Instructors are very knowledgeable, approachable and professional.”

“This was the best CPE course I’ve ever taken. The presenter, material, plus applicable case studies really helped me to learn a lot of material!”

Reserve Your Seat Today

Space is limited for both locations, and early registration is encouraged.

📍 Glendale, California — July 29–30, 2026
📍 Dallas, Texas — September 9–10, 2026