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Financial Examiners Handbook (E) Technical Group

2025 Membership (PDF)

2025 Charges

  1. The Financial Examiners Handbook (E) Technical Group will:
    1. Continually review the Financial Condition Examiners Handbook and revise, as 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 in order to provide effective solvency monitoring.
    4. Coordinate with the 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.
Financial Examiners Handbook (E) Technical Group - 03312025

Public Webex Meeting
Monday, March 31, 2025
11:00 AM ET, 10:00 AM CT, 9:00 AM MT, 8:00 AM PT
Expected Length of Call: 1 hr
Webex Link

The purpose of the call will be to discuss this year’s project listing and consider adoption of handbook guidance. 


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Contacts

Media Inquiries
(816) 783-8909
news@naic.org


Elise Klebba
Sr. Examination Coordinator
816-783-8645

Bailey Henning
Sr. Manager - Accreditation & Financial Examinations
816-783-8129

 

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