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Financial Examiners Handbook (E) Technical Group

2024 Membership

2024 Adopted Charges

The Financial Examiners Handbook (E) Technical Group will:

  1. Continually review the Financial Condition Examiners Handbook, and revise when appropriate.
  2. Coordinate with the Risk-Focused Surveillance (E) Working Group to monitor the implementation of the risk-assessment process by developing additional guidance and exhibits within the Financial Condition Examiners Handbook, including consideration of potential redundancies affected by the examination process, corporate governance, and other guidance as needed to assist examiners in completing financial condition examinations.
  3. Coordinate with the Financial Analysis Solvency Tools (E) Working Group and the Risk-Focused Surveillance (E) Working Group, as appropriate, to develop and maintain guidance to provide effective solvency monitoring.
  4. Coordinate with the Information Technology (IT) Examination (E) Working Group and the Financial Examiners Coordination (E) Working Group to maintain specialized areas of guidance within the Financial Condition Examiners Handbook related to the charges of these specific working groups.

There are no call materials at this time.

Related NAIC Publications


Media Inquiries
(816) 783-8909

Bailey Henning
Financial Examination Manager

Elise Klebba
Financial Examination Coordinator

Please see the current Committee List for a complete list of committee members.