Solvency in the Sun
SOFE 2017 Career Development Seminar
July 23 – July 26
JW Marriott Marco Island
Marco Island, FL
IMPORTANT NOTICE The room block at the JW Marriott is sold out. Please contact Cindy Dodson for overflow options 336-451-0553 or cindy@mservinc.com.

If you had a room at the Hilton for overflow, please contact Cindy. There has been a fire at the Hilton and it is closed indefinitely.

Through lectures, roundtable discussions, and interactive formats, participants in the Society of Financial Examiners’ Career Development Seminar (hereafter referred to as SOFE CDS) will learn of the latest developments, current issues, and new solutions in the regulation of insurance companies. Issues will include critical risk categories, ORSA/ ERM risk-focused examination procedures, fraud detection, and IT developments.

Program Level - This seminar is offered for Intermediate and Advanced Financial Examiners and Analysts.

Prerequisites - Previous professional experience in regulatory examination or analysis of insurance companies.

Advance Preparation - No advanced preparation is necessary.

Learning Objectives - After attending this event, participants will be able to:

  • Recognize the impact of new developments in regulation, group supervision, and solvency modernization initiatives on insurance company surveillance.
  • Enhance risk-focused examination procedures through increased understanding of examination best practices, critical risk categories, and changes to the accreditation program.
  • Effectively incorporate structured enterprise risk management and corporate governance assessments into insurance company examinations.
  • Understand and identify risks to insurer investment portfolios and integrate analysis and follow-up procedures into the examination process
  • Effectively incorporate the IT General Controls Review into the risk-focused examination process.
  • Understand Cybersecurity risks and their potential impact on regulatory examinations.

Registration Rates
The registration fees are $575 for members, $725 for non-members, and $345 for retirees all prior to 6/23. After 6/23, all rates increase $100. Registration will open early April.

Download Brochure (PDF)
2017 Brochure