2024 Sapiens Financial and Compliance Training
Training Courses - Register now
For more details download the catalog here.
Sapiens FinancialPro 1099 Processing
December 11, 2024 | 1:00-2:00 PM Central
This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
Basic level course to learn to develop or enhance a working knowledge of generating 1099 data for
export using Sapiens FinancialPro.
Agenda
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Explain the process of setting up and preparing Federal Reporting information using Export functionality in the Sapiens FinancialPro Accounts Payable module.
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Step-by-step instructions on how to set up vendors as 1099 vendors and create the 1099 business rules for data export.
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Learn how to maintain the 1099 maps within Sapiens FinancialPro to export to outside federal reporting applications (examples: Sapiens Financial GO Federal Reporting System, Convey Compliance).
Intended Audience
Personnel responsible for generating 1099s for their company. No prerequisites, basic understanding of Sapiens FinancialPro required.
Advance Preparation: None.
Estimated CPE Credit
1 credit hour
Field of Study: Specialized Knowledge
Tuition
$200
Sapiens Financial GO Federal Reporting and 1099 Processing
December 17, 2024 | 1:00-2:00 PM Central
This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
Basic level course to learn to develop or enhance a working knowledge of generating 1099s using
Sapiens Financial GO Federal Reporting module.
Agenda
- Imports into Federal Reporting (from other Sapiens Financial GO modules and/or ASCII file)
- 1099 Maintenance (Add, Delete, Change)
- Reports
- 1099 Printing (Original and Corrected Returns)
- Filing with the IRS
Intended Audience
Personnel responsible for generating 1099s for their company. No prerequisites, basic understanding of Sapiens Financial GO required.
Advance Preparation: None.
Estimated CPE Credit
1 credit hour
Field of Study: Specialized Knowledge
Tuition
$200
NAIC Update and Blank Changes
December 4, 2024 | 1:00-3:30 PM Central
This is a group internet-based training event. One session is offered for LAH, Property & Casualty and Health insurers. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
Basic level course designed to provide participants with the most recent accounting and reporting
information regarding changes adopted by the National Association of Insurance Commissioners (NAIC)
for year-end 2024 reporting
Agenda
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Annual Statement Reporting
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Risk-Based Capital
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Accounting Update
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Year-end Pending Issues
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On-going NAIC Activities
Intended Audience
Personnel responsible for filing statutory statements and associated reports. A basic understanding of statutory accounting and reporting is helpful, but not required.
Advance Preparation: None.
Estimated CPE Credit
3 credit hours
Field of Study: Specialized Knowledge
Tuition
$375
If combined with Sapiens StatementPro Software Update, total fee: $450
Sapiens StatementPro Software Update
November 19, 2024 | 1:00-3:00 PM Central
This is a group internet-based training event. If you want to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
Basic level course designed to provide users with news about new Sapiens StatementPro software
features, product support tools, and general software information. See the latest Sapiens StatementPro
enhancements as well as tips and tricks for preparing the statement within the Sapiens software
Agenda
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Annual Statement Client Services & Support
We will describe the full range of Annual Statement support resources available to you. You will learn the most efficient way to access customer service, and how to subscribe to email notifications for State Checklist Direct and our NAIC Focus newsletter.
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Software Enhancements
An overview of the latest software enhancements will be provided. You will learn the benefits of the new enhancements and how they will help you complete the filings more efficiently.
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Tips and Tricks
You will learn about features that simplify your statement preparation, and new ways to streamline the process. These tips and tricks shave time and effort off your quarterly and annual filings. You will understand how the features discussed can help in your workflow.
Intended Audience
The seminar is intended for experienced regulatory software users. No prerequisites are required.
Advance Preparation: None.
Estimated CPE Credit
2 credit hours
Field of Study: Specialized Knowledge
Tuition
$200
If combined with NAIC Update, total fee: $450
Terms & Conditions
Before completing your registration, please review these important registration notes:
• A valid email address is very important. A confirmation email will be sent to all registrants.
• Sapiens reserves the right to cancel a course if the number of registrants does not meet our minimum class size. Sufficient notice will be provided to all affected registrants and all tuition will be refunded if alternate dates cannot be selected.
• If you cancel your registration and request a replacement course, your tuition will be applied to the replacement if we are notified of the change.
• Cancellations received up to ten (10) business days prior to the course start date are refundable. All others are subject to the entire course fee. Substitutions may be made at any time. Please note that if you do not cancel and do not attend, you are still responsible for payment.
• Individual registrations are required for CPE credits.
• The person logged into the webinar will be the only participant eligible for CPE credits. If CPE credits are not required for additional participants, you may have an unlimited number of participants per connection in your office.
• Registrants will receive an invoice at the email address entered above within two (2) business days from the time of registration. Payment is due upon receipt.
• Registration is considered complete upon receipt of payment and those registrants will receive access information and materials (if applicable) prior to the scheduled course.
• For more information regarding administrative policies, refunds, or complaints, please call 833-972-7436, ext. 7213.
Terms of Service: I understand and accept the terms.
