Live Webinar

NAIC Investment Updates Webinar

Spring 2020 National Meeting Overview

Tuesday, March 31 | 2 pm EDT

This live webinar provides updates from the NAIC Spring 2020 National Meeting on recent NAIC changes, insights into upcoming proposals, and an analysis of how these topics could impact insurers.

Charles Therriault, CFA, Director, NAIC Securities Valuation Office, and Clearwater Product Owner Sabrina Wilson, CPA, FMLI, will 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 and VOSTF meetings
  • Preview upcoming changes to NAIC guidance
  • Address current topics under discussion with the NAIC

Additional CPE Information:

  • Prerequisites: none
  • Who should attend: investment and accounting professionals
  • Advanced preparation: none
  • Program level: basic
  • Delivery method: Internet group live
  • Cost: complimentary
  • Total number of CPE credits: 1.0
  • Field of study: Specialized Knowledge

Please fill out to register

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(60 minutes)
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For more information regarding CPE credit, concerns, and cancellation policies, please contact Hailey Margaritov at hmargaritov@clearwateranalytics.com.

Featured Presenters

Charles Therriault, CFA

Charles Therriault, CFA

Director, NAIC Securities Valuation Office


Charles Therriault holds an MBA from the University of Hartford and a BS in Finance from the University of Connecticut. He is also a Chartered Financial Analyst charterholder. He rose to Assistant Vice President in the Private Placements group at Citigroup, performing credit analysis on the Travelers insurance division investments. Prior responsibilities at Citigroup included implementing a private equity investment management and accounting platform and managing a portfolio analytics and performance attribution group.

After Citigroup, he joined Washington Mutual Corporation as a First Vice President, working on mortgage-servicing rights valuation and analytics. He then took a position at BNY Mellon and was a Managing Director in the Government Solutions group, managing various scale initiatives supporting the U.S. government’s financial stability programs and other work for various U.S. government agencies. In 2013, Charles was appointed as the Director of the NAIC’s Securities Valuation Office, managing the credit quality assessment and valuation in compliance with regulator adopted policies of securities owned by state regulated insurance companies as well as supporting state insurance regulators on investment issues.

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.