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Overview
Kevin Oates Consulting and Education is a specialized firm, dedicated exclusively to insurance financial information and analytical services. Our focus is to deliver educational seminars covering all facets of the Property/Casualty, Life and Reinsurance industries, providing competitive advancement training for professionals of all levels. The firm's services are designed for use by commercial and investment banks; insurance companies, regulators, brokers and agents; investment management companies; federal authorities; attorneys and accountants; and others dealing with the insurance industry.
Open Enrollment Programs
Classes are structured in an informal workshop format and are limited in enrollment to encourage interaction among participants and instructors. This commitment to classroom-style teaching creates an invigorating effective personal learning experience. Our Insurance Training Series is designed as a logical process separately for both Property/Casualty and Life Insurance. Statutory Accounting & Financial Reporting, a dissection of the Annual Statutory Statement and an introduction to the basics of insurance accounting, is our introductory course. Operational Financial Analysis, our intermediate course, is designed to provide participants with a thorough background in insurance industry operations and to improve their ability to understand and use insurance accounting practices and statutory data. Presentations impart the interpretive and analytical skills needed to evaluate individual insurance companies on an absolute as well as a comparative basis. Advanced Financial Analysis is the final course in the series. It involves the participants in forecasting the results of future operations and analyzing the impact of their decisions. The reinsurance program includes Reinsurance, Reinsurance Accounting, and Reinsurance Auditing. On-Site Training Training within the comfort of your staff office building has become quite popular. It is both cost and time efficient since there are no travel expenses or travel time. Again, this is a popular approach to group training for both small and large groups. Meeting the educational needs of our clients is extremely important and we are eager to accommodate your particular agenda needs. Courses Property/Casualty Insurance Education Series Courses
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