Chipego to walk insurers through NAIC 2026 investment accounting changes

IASA has scheduled a September 15 webinar to walk carriers through the 2026 NAIC adoptions that affect insurer investment accounting and reporting. The session, according to an announcement published by Insurance AUM Journal, will be led by Tracey Chipego, State Street's vice president of product management. Registration is free for IASA members, which suggests the organizers want broad attendance from carriers, including those without dedicated regulatory accounting staff.

The agenda covers the rationale behind the updates, their effective dates, implementation considerations, and the likely effect on insurers and investment managers. The session description ties the changes to operational processes, a suggestion that the adoptions will force workflow adjustments, not just new disclosures. A separate segment covers investment-related developments from the 2026 NAIC Summer National Meeting: notable actions, exposed proposals, working group activity, and emerging regulatory priorities.

The learning objectives reach past the ledger. One asks attendees to identify the statutory accounting, reporting, and regulatory updates that will affect upcoming Annual Statement filings and to interpret recently issued and proposed guidance. Another asks them to evaluate recent risk-based capital updates and determine what those changes could mean for capital requirements and investment strategies. An asset's accounting classification can move an insurer's risk-based capital, giving the investment schedule a capital-planning role beyond compliance.

Chipego's seat at State Street fits the subject. Custodians are where NAIC rules turn into operational reality, and State Street has pushed product management talent into regulatory interpretation. The firm processes securities that fall under NAIC categorization, so its implementation views carry practical weight. September 15 leaves insurers time before year-end, when these adoptions start showing up in filings. With exposed proposals from the Summer National Meeting still circulating, the webinar is an early look at the next reporting cycle.