Upcoming Events Live Webinar, NAIC Investment Updates March 20, 2025

Your Questions Answered: Implementing the Principles-Based Bond Definition

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You have questions about implementing PBBD? Join us for an insightful discussion on the implementation of the Principles-Based Bond Definition and key implications for insurers and asset managers. The NAIC’s Julie Gann and Clearwater subject matter experts will walk you through the top FAQs, providing clarity on regulatory expectations, practical challenges, and best practices for compliance.

Don’t miss this opportunity to earn 1 CPE credit, get your hot questions answered, and gain a deeper understanding of how these changes impact your process on investment accounting and reporting.

Duration: 60 Minutes

Learning Objectives:

  • Recap key elements of the Principles-Based Bond Definition (PBBD)
  • Identify and address questions from initial application of the PBBD
  • Identify and address reporting questions with the revised investment schedules.
  • Identify and address questions on other new SAP guidance

Additional Information:

  • Prerequisites: None
  • Who should attend: Insurance, Investment, and Accounting professionals
  • Advanced preparation: None
  • Program level: Basic
  • Delivery method: Internet group live
  • Cost: Complimentary
  • Field of study: Specialized Knowledge

Register for the webinar here!

Webinar Presenters:

Sabrina Wilson, CPA, FLMI

Global Regulatory Policy Expert, Clearwater Analytics

Julie M. Gann

Assistant Director - Solvency Policy, NAIC

Brandon Hill

Senior Subject Matter Expert, Clearwater Analytics

Musab Khougali

Professional Services Consultant, Clearwater Analytics