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Webinars and Training

The below link will direct you to the Training Page for various online training tools including links to recent webinar offerings.

Webinars and Training

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.

Examination Sound Practices

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 last exam peer review session was held the week of August 26, 2024 at the ²»Á¼Ñо¿Ëù¹Ù·½ Office in Kansas City, MO.Ìý

Stay tuned for upcoming 2025 exam peer review session dates!

For additional information on the peer review sessions, please contact chughes@naic.org.Ìý

TeamMate/Citrix

The links below provide information to examiners regarding TeamMate/Citrix related issues.

• Appendix B - Citrix Server Checklist
• Citrix ID Request Form

Handbook Updates & Additional Resources

²»Á¼Ñо¿Ëù¹Ù·½ 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 ²»Á¼Ñо¿Ëù¹Ù·½â€™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 ²»Á¼Ñо¿Ëù¹Ù·½ of contractors that provide services to States.