Solvency in the Sun
SOFE 2017 Career Development Seminar
July 23 – July 26
JW Marriott Marco Island
Marco Island, FL

The room block at the JW Marriott is almost sold out. There are limited rooms still available on Sunday, July 23rd; Monday, July 24; and Tuesday, July 25th. If you require these days for your stay, please make your reservations as soon as possible.

If you require arrive on Saturday, July 22nd or any nights past July 25th or are unable to make a reservation at the JW Marriott, please contact the Hilton Marco Island. The rate is the same as the Marriott for the garden view rooms. The Hilton is located at 560 South Collier Boulevard, Marco Island, FL. It is ½ mile from the JW Marriott.

You may make your reservation on line at

If you require early arrival or plan to extend your stay, please call the hotel instead of using the online reservations link. Please call 1-239-394-5000. The code for the room block is SOFE.

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