Contact Us: 919.569.6762

About the Workshop

2017 Workshop Fee

Standard Rate $900
Early Bird Rate* $810
Regulator Rate $450

*Early bird valid until October 15

Discount Packages

Courses 2 & 3 $2,425
Save $420
Courses 1, 2 & 3 $3,850
Save $670

Course 1: Introduction to Health Statutory Accounting & Reporting

Course 2: Health Annual Statement Preparation

Course 3: Risk-Based Capital Preparation

Multiple Registration Discounts

5% discount for 2-3 attendees and/or seminars

10% discount for 4 or more attendees and/or seminars

Learn more...

2017 Risk-Based Capital Preparation Workshop

What You Will Learn

  • 1-day workshop provides understanding and working knowledge necessary to prepare and file the 2016 Health Risk-Based Capital Formula.

  • Changes to the 2017 Health RBC Formula.

  • Proposed changes to the 2018 Formula.

  • Guidance for start-up companies and the Health RBC Growth Factor.

  • How Annual Statement Preparation efforts affect preparing the Health RBC Formula.

  • What underlying data in the Annual Statement and internal company data is used to prepare the Health RBC formula.

  • Detailed guidance on completing each section of the Health RBC Formula.

  • Utilizing the Health RBC forecasting tool to study the impact of Company changes to Company's Health RBC results.

  • Utilizes case studies, examples and exercises to enhance participants' skills.

  • Participants are encouraged to bring copies of their prior year's Annual Statement and RBC Report for discussion and clarifications of any reporting problems.

Seminar Content

  • Introduction and overview of 2017 Health Risk-Based Capital Formula and Model Law.

  • Changes to the 2017 Health RBC Formula and Instructions.

  • Individual instructions on preparing each section of 2017 Health RBC Formula.

  • Guidance on using the forecasting tool for planning and projections.

  • Review and discussion of proposed changes to the 2018 RBC Formula.

Who Should Attend?

  • Individuals responsible for the preparation and individuals providing supporting data for the preparation of the Health RBC Formula

  • Individuals responsible for the review of the Health RBC Formula

  • Individuals who perform analysis of RBC results and forecast RBC and capital projections

Class Information

Class begins at 8:30 a.m. and concludes at 5:00 p.m. Continental breakfast will be served between 7:30 a.m. and 8:30 a.m. Morning and afternoon refreshments are provided. Lunch will be the responsibility of the attendee.

  • Field of Study
    Specialized Knowledge and Applications

  • Level of Difficulty: Basic
    No prerequisite or advance preparation is required. Participants should have a general understanding of the preparation of the Annual Statement.

  • Format of Course
    Presentation with Training Guide ("Group-live")


Wyndham San Antonio Riverwalk
111 East Pecan Street
San Antonio, TX 78205

About the Hotel
The Wyndham San Antonio Riverwalk is located on San Antonio's famous Riverwalk and puts you steps within countless restaurants, shops, and bars that line the river as it snakes through the city. Walk to The Alamo, Pearl Brewery, and El Mercado Marketplace, or hop on a river taxi outside the door to explore the Riverwalk by water. Other attractions just a short drive away include the San Antonio Zoo, Six Flags, and Seaworld.

Please note accommodations and travel are not included in the registration fee. For your convenience, we have secured a block of discounted rooms at a rate of $139 per night. Rooms are reserved on a first come first served basis. To reserve your room at the discounted rate, contact the hotel directly at 866.764.8536 and reference Millennium Consulting Seminars. Reservations must be made on or before November 17, 2017 to receive the discounted rate.

Terms & Conditions

  • Confirmation Procedures
    You will receive confirmation via email of your registration. Registration is not complete until your payment is received. Your confirmation will provide information regarding transportation, logistics and materials needed for the seminar(s) as well as an invoice for your tuition.

  • Cancellations/Refunds
    We understand that circumstances may arise that require you to cancel. You may send a replacement or apply your tuition to another MCS seminar within the following 12-months if you notify MCS fifteen (15) business days prior to the seminar date.

    As an alternative, you may request a refund, less a $200 administrative fee, up to ten (10) business days prior to the seminar date. If notification of cancellation is received less than ten (10) business days prior to the seminar date, you will be liable for the entire tuition amount. In fairness to all attendees, if you do not attend a seminar for which you are confirmed and do not contact MCS to cancel in advance, you will be liable for the entire tuition amount.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 919.569.6762.



Bruce Cromartie

Bruce is the co-founder, President and CEO of Millennium Consulting. With over two decades of insurance and regulatory experience, Bruce is known throughout the insurance industry for his insurance acumen, leadership, and expertise in insurance accounting and regulatory matters.




Colleen Gingrich
Vice President

Colleen is the co-founder and Executive Vice President of Millennium Consulting. Colleen's extensive knowledge, experience, and expertise encompass a variety of insurance areas including investments, claims, risk-based capital, and IT systems. She has over a decade of managerial...


What's New for 2017

  • Update the Supplemental Benefits within Stand-Alone Medicare Part D Coverage line to reflect "Claims Incurred" and increase risk factor.

  • Added tiered factor approach to applying factors for stop loss premiums.

  • Adopted reporting for Health Excessive Growth Charge.

  • Updated reporting treatment for money market mutual funds as cash equivalents.

  • Update on risk charge applied to restricted assets on deposit with states for benefit of all policyholders.

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