Kevin Oates, Consulting and Education
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Our programs offer interactive instruction in a classroom setting. Limited enrollment provides the opportunity for personalized instruction.
Overview
Insurance Industry Seminars and Education Kevin Oates Consulting and Education is a specialized firm, dedicated exclusively to insurance education 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.

Our Insurance Training Series is designed as a logical process for both Property/Casualty and Life Insurance. P/C Statutory accounting & Financial Reporting, a dissection of the Annual Statutory Statement and an introduction to the basics of insurance accounting, is our introductory or beginner 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.

The reinsurance program includes Reinsurance, Reinsurance Accounting, and Reinsurance Auditing.

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.

On-Site Training
Training within the comfort of your own office building has become quite popular. It is both cost and time efficient since there are no travel expenses or unnecessary time spent out of the office. 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 needs upon request.

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