NAIC Investment Updates Webinar

Fall 2019 National Meeting Overview

This recorded webinar provides updates from the NAIC Fall 2019 National Meeting on recent NAIC changes, insights into upcoming proposals, and an analysis of how these could impact insurers.

Clearwater Product Owner Sabrina Wilson, CPA, FMLI, and Insurance Team Lead Kate Stark provide insight and clarification into the latest NAIC initiatives from the Statutory Accounting Principles Working Group (SAPWG), the Valuation of Securities Task Force (VOSTF), and other relevant updates.

Learning Objectives:

  • Recap the SAPWG, VOSTF, and other meetings
  • Preview upcoming changes to NAIC guidance
  • Address current topics under discussion with the NAIC

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(60 minutes)
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Featured Presenters

Sabrina Wilson, CPA, FLMI

Sabrina Wilson, CPA, FLMI

Product Owner, Clearwater Analytics

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. 

Kate Stark

Kate Stark

Team Lead, Client Services Insurance,

Kate is a Team Lead in Clearwater's insurance client servicing division. She works with her team of account managers and analysts to ensure Clearwater clients are solving their investment accounting and reporting needs. She has deep knowledge of how to improve processes and works with teams to ensure they receive the highest quality investment accounting and reporting available. 

Kate has a bachelor's degree in business and international political economy from College of Idaho.