Webinars and Training
The below link will direct you to the Training Page for various online training tools including links to recent webinar offerings.
Examination Sound Practices
The link below will direct you to the Examination Sound Practices Page for various documents and examples that may be useful to Financial Examiners while performing an examination.
TeamMate
Exam Template Questions: Bailey Henning: bhenning@naic.org
Analysis Template Questions: Bruce Jenson: bjenson@naic.org
Market Template Questions: Petra Wallace: pwallace@naic.org
General TM+ Questions: Help Desk: Help@naic.org cc: James Portuguez JPortuguez@naic.org
License/Hosting Subscriptions: Amy Ball ABall@naic.org
TeamMate+ Information: FedRAMP Support - for basic questions: support@teamcloudgov.com
Wolters-Kluwer Phone - for emergency support: (855) 955-2737
Peer Review Project
Exam Program
The next exam peer review session will be held May 13-15, 2025 at the VsportVÌåÓý Office in Kansas City, MO.
It will focus on RRG and small company exams.
Information can be found here. Applications are due March 21, 2025.
For additional information on the peer review sessions, please contact chughes@naic.org.
TeamMate/Citrix
The links below provide information to examiners regarding TeamMate/Citrix related issues.
Handbook Updates & Additional Resources
VsportVÌåÓý examination staff also update and maintain two additional websites with content that examiners may find useful.
The link above provides access to additional information including:
- Handbook Updates – This includes tracked change version of recent Handbook revisions, word and pdf versions of the examination repository, word and pdf versions of the examination exhibits, and access to the VsportVÌåÓý’s latest version of the TeamStores.
- Sound Practices – This includes regulator related Sound Practices.
- Exam Coordination – This includes contact information to assist in coordinating exams.
- Exam Contractor Listing – This is a listing maintained by the VsportVÌåÓý of contractors that provide services to States.
Bruce Jenson, CPA
Assistant Director – Solvency Monitoring & Accreditation
Phone: 816-783-8348
Bailey Henning
Sr. Manager - Accreditation & Financial Examinations
Phone: 816-783-8129
Elise Klebba
Sr. Examination Coordinator
Phone: 816-783-8645
Topher Hughes
Accreditation Program Specialist
Phone: 816-783-8125