Investment Accounting Update

Join IASA on September 15 for an overview of the key 2026 NAIC adoptions affecting insurer investment accounting, reporting, and regulatory oversight, with a focus on the most significant changes for investment portfolios and operational processes.  

Tracey Chipego, Vice President – Product Management at State Street, will provide insight on the rationale behind recent updates, effective dates, implementation considerations, and potential impacts for insurers and investment managers. 

We’ll also look at major investment-related developments from the 2026 NAIC Summer National Meeting, including notable actions, exposed proposals, working group activity, and emerging regulatory priorities that could influence future guidance. 

Learning Objectives: 

• Identify key statutory accounting, reporting, and regulatory updates affecting upcoming Annual Statement filings and insurer investment reporting. 
• Interpret recently issued and proposed statutory accounting guidance and determine its application to insurance investment accounting and reporting practices. 
• Evaluate recent risk-based capital (RBC) updates and regulatory developments to determine their potential impact on insurer capital requirements and investment strategies. 

Registration: Free for IASA Members | $50 for Non-Members