Attendees will gain an understanding of the most recent key reinsurance renewal cycles, where the reinsurance market is trending, and how insurance companies are managing and deploying capital.

Upon completion of this session, attendees will be able to define the core principles of a risk-focused financial condition examination as prescribed by the Financial Condition Examiners Handbook and identify the seven phases of the risk-focused financial condition examination. Attendees will also be able to distinguish the purpose of the public Report on Examination and the confidential Management Letter to the Board of Directors.

This session provides an overview of Enterprise Risk Management (ERM) for insurance companies, with a focus on the Three Lines Model and its role in establishing clear accountability for risk ownership, oversight, and independent assurance. Participants will examine how ERM frameworks align with internal audit and compliance functions to support the Own Risk and Solvency Assessment (ORSA) and regulatory expectations. The course also highlights commonly-observed governance gaps and provides practical insights and leading practices to help strengthen coordination, enhance risk reporting, and improve the overall effectiveness of risk governance frameworks.

The insurance CFO's job has never been more complex — or more strategic. Hear from three Carolina-based finance leaders navigating reinsurance costs, technology investment decisions, macroeconomic forces, and organizational change from uniquely different vantage points. Attendees will walk away with fresh perspectives on how peer organizations are tackling current, relevant challenges and practical insights they can bring back to their own teams.

Actuaries book reserves they know won't be exactly right — and auditors sign off every year. This session explains why, walking accountants and auditors through how loss reserves are really set, what the "range of reasonable estimates" does and doesn't mean, and how to read the actuarial opinion, RMAD, and Schedule P disclosures you already rely on.

Attendees will gain a comprehensive understanding of the 2026 corporate tax landscape and how recent legislative shifts specifically impact C-corporations within the insurance sector. The session will equip participants with actionable insights into navigating complex Corporate Alternative Minimum Tax (CAMT) adjustments, revived R&E capitalization rules, and new SECURE 2.0 long-term care reporting mandates.

The annual statement and risk-based capital formulas have been finalized and are ready to go. Many accounting changes for 2026 are still in the works. This session will include reporting/accounting changes that are in place and/or pending, as well as the activity of the Invested Assets Force. A brief synopsis of the activity from the NAIC’s Summer National Meeting will be provided.

Attendees will understand how captives and carriers can work together to solve risk financing and the financial impact.