Webinar

NAIC Investment Updates Webinar

Summer 2019 National Meeting Overview

This live-recorded webinar provides updates from the NAIC Summer 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 Senior Client Service Analyst Lindsay Gee, 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, LRBCWG, and PRBCWG 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. 

Lindsay Gee

Lindsay Gee

Operations Delivery Lead, Clearwater Analytics


Lindsay works with Clearwater clients to help automate their processes and optimize their use of the Clearwater system. She helps clients enhance their Clearwater experience and provides support to help streamline accounting processes.

Lindsay has a bachelor’s degree from Boise State University.