NAIC Investment Updates Webinar

Fall 2018 National Meeting and Year in Review

This live-recorded webinar provides updates on NAIC changes from 2018, insights into upcoming proposals, and an analysis of how these could impact insurers. 

Clearwater Product Owner Sabrina Wilson, and Insurance Division Lead Emily Brawley analyze how recent updates from the Statutory Accounting Principles Working Group (SAPWG), Blanks Working Group (BWG), and Valuation of Securities Task Force (VOSTF) will influence insurers’ investing, accounting, and reporting. They also highlight major changes from the NAIC that arrived in 2018.

Learning Objectives:

  • Recap the SAPWG, BWG, and VOSTF meetings
  • Review 2018 changes to NAIC guidance
  • Address current topics under discussion with the NAIC and what we predict for 2019 reporting

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(60 minutes)
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Featured Presenters

Sabrina Wilson, CPA, FLMI

Sabrina Wilson, CPA, FLMI

Product Owner,

Sabrina serves as a product owner for regulatory filings at Clearwater. In this role, she works with internal teams for the ongoing enhancement of NAIC reports. Sabrina has over 15 years of statutory accounting and reporting experience and uses her background to communicate industry best practices and comment on regulatory guidance and procedures. She also handles complex statutory accounting and analytics questions posed by our user community. 

Sabrina is a certified public accountant, has earned the designation of Fellow, Life Management Institute (FLMI), and has a master's degree in accounting and taxation from Boise State University. 

Emily Brawley, CPA

Emily Brawley, CPA

Insurance Division Lead,

Emily helps Clearwater insurance clients improve the efficiency and accuracy of their investment and accounting operations and processes, and ensures that they are optimizing their use of the Clearwater solution. Emily’s experience working closely with insurers gives her a unique view into their industry-related challenges, best practices, and trends. Prior to her role as the head of Clearwater’s insurance client servicing, Emily worked as both an account manager and team lead for a number of large and complex Clearwater insurance clients. She has extensive experience in asset types, multi-currency support with multiple exchange rate sources, upstream and downstream system integration, and complex accounting and close processes.

Emily is a volunteer on the national level for the Insurance Accounting & Systems Association (IASA) and serves as a member on the e-Learning committee and membership committee. Emily also serves as the Strategic Chair of the e-Learning Committee for the 2017/2018 IASA year. Emily has spoken at several regional IASA conferences, and she is frequently sought after because of her accounting and insurance expertise. Emily recently made the short list for the Waters’ Women in Technology and Data Awards 2018.

Emily is a certified public accountant and has a master’s in accountancy and a bachelor’s in accounting and finance from Gonzaga University. Outside of work, you can find Emily waterskiing or wakeboarding on one of Idaho’s lakes or reservoirs. She is a die-hard bulldog and continues to cheer on the Zags!