Insurance Insights

Connie Jasper Woodroof Returns to Present the Annual Statement and NAIC Updates at S.S.A.P. Chat Live

Don’t miss the opportunity to hear from Connie Jasper Woodroof as she shares her expansive knowledge at S.S.A.P. Chat Live 2023.

Connie will present two sessions: the Annual Statement Update and the NAIC Update. She will cover substantive changes in the Life/Fraternal and Property/Casualty statements, including the newly allowed Negative Interest Maintenance Reserve, and the Risk-Based Capital (RBC) changes.

After she presents, you’ll also be up-to-date on SAPWG’s principle-based bond definition, the implementation date, new bond reporting categories, a completely reformatted Schedule D, and new Schedule BA reporting.

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Learn more about Connie Jasper Woodroof, FLMI, Owner, CJW Associates

Image of Connie Jasper Woodroof, NAIC presenter. She is wearing a blue shirt and glasses, with a beige textured background. Connie Jasper Woodroof began her career in the insurance industry in 1984, completing statutory filings for both Life and Property/Casualty companies. Ms. Woodroof spent nine years with the NAIC, where she served in various capacities; reviewing statutory filings for quality, testing RBC formulas and software during formula development, and assisting with developing and teaching an industry educational series.

Connie completed 18 years as the NAIC Liaison for Fiserv/StoneRiver/Sapiens, where she helped both Sapiens and its clients keep abreast of events at the NAIC, responded to statutory reporting and accounting information requests, and provided educational opportunities. She developed statutory accounting and reporting courses for industry, including regulators.

Over the years, Connie has regularly presented at numerous IASA Chapter meetings, IASA national conferences, the annual insurance conference of the Iowa Society of CPAs and provides annual statutory training for several organizations. In addition, she provides specifically designed, private training sessions upon request.

Ms. Jasper Woodroof has been active with the IASA not only on a chapter level but also on a national level, serving for many years on various IASA educational committees, the Board of Directors, and as the editor and an author of the IASA’s Life/Fraternal and Property/Casualty accounting manuals. In 2023, Connie received IASA’s Speaker/Educator Award.

Currently, Ms. Jasper Woodroof is serving as a statutory insurance industry consultant for FORVIS, as well as offering consulting services to the insurance industry. Connie remains active on several industry-interested party groups working with NAIC issues.
Woodroof holds an FLMI, a B.S. in Accounting, and a M.A. in General Psychology.

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