Accounting for Captives: Financial Reporting and Analysis

Registration Deadline:
January 26, 2027
|
Course Begins:
February 2, 2027

Instructors

Courtney Doherty
Daniel J. Kusaila
Will Motley
Lesley Thompson

ELECTIVE COURSE

6 CPE credits are available for the successful completion of this course

Course cost for non-designation students and ACI Graduates – $900

The goal of this intermediate-level course is to provide technical and practical insight into the accounting function of an insurance organization, with specific emphasis on captive accounting. Participants will learn how actions of an insurance organization have an effect on the books. Both the GAAP and statutory basis of accounting will be discussed.  

Key course takeaways:

  • Define key terminology used in insurance accounting 
  • Describe the major cycles of an insurance organization 
  • Determine how to implement effective internal control 
  • Examine audit standards and auditor responsibilities 
  • Explain how taxes affect an insurance entity 

Prerequisites: This is an intermediate level course.  Before taking this course, students should already have an accounting background.

Online course with weekly instructor-led webconferences

In addition to self-paced reading and weekly assignments, students will be required to attend three webconference sessions and complete a final exam.

Registration Deadline:  January 26, 2027 or until full

Webconference one:  Tuesday, February 2nd, 12:00 – 1:15 pm Eastern Time
Webconference two:  Tuesday, February 9th, 12:00 – 1:15 pm Eastern Time
Webconference three:  Tuesday, February 16th, 12:00 – 1:15 pm Eastern Time
Office Hour (only held if requested by students):  Tuesday, February 23rd, 12:00-1:00 pm Eastern Time

Instructors for this offering are Courtney Doherty and Will Motley

This course will be offered again in Spring 2028

For further details please contact at ICCIE at 802-651-9050 or info(at)iccie.org

International Center for Captive Insurance Education (ICCIE) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.