On December 4, 2025 Statutory Accounting Expert Connie Jasper Woodroof explored everything Life filers need to know ahead of the 2025 Annual Statement. She was joined by Tricia Henderson, Gain’s Director of Accounting Policy.
The recording of the webinar and a PDF of Connie’s slides are below.
Link to Video: 2025 Statutory Reporting Update: Life
Link to Slide Content
About the Presenters
Connie Jasper Woodroof, Principal, CJW Associates
In the world of insurance statutory accounting, Connie has established herself as a pre-eminent thought leader. She has worked at the NAIC, as well as at an NAIC approved software vendor. At both organizations, she reviewed the quality of statutory filings, tested RBC formulas, and developed educational materials around ever-changing NAIC guidance.
Since then, she has developed statutory accounting and reporting courses for both carrier teams and regulators. She regularly presents updates at IASA events at both the regional and national level, and she is actively involved in the organization itself, serving on various committees, authoring educational materials, and serving on the Board of Directors. In 2023, the IASA awarded her their Speaker/Educator of the year award.
Since then, she continues to be an interested party in NAIC working groups, and consults for Forvis Mazars as well as the insurance industry as a whole.
Tricia Henderson, Director of Accounting Policy and Regulatory Liaison, Gain Compliance
The knowledge, experience and expertise Tricia has developed over thirty years in the industry encompasses a variety of insurance areas including reinsurance, investments, risk-based capital, Solvency II and financial reporting systems.
Tricia has insurance and regulatory experience both from an insurer’s perspective and most recently through the establishment and maintenance of a cloud-based statutory accounting reporting software used by insurance companies to file their Annual and Quarterly statements with the NAIC. She works closely with the NAIC and state insurance departments to monitor, evaluate and communicate the changes that are being discussed and adopted by the regulators. Through her blog posts and other communications, Tricia empowers insurance professionals to stay ahead of regulatory changes and navigate the complexities of statutory reporting.
Prior to joining Gain Compliance in 2019, Tricia held management positions at Transamerica, where she was responsible for overseeing the statutory statement, audit and capital reporting teams. Tricia holds a BBA in Finance with a minor in Psychology from the University of Iowa and volunteers on the Accounting and Finance committee and Professional Development committee for IASA, assisting with the development and review of content for the IASA Xchange event held annually.
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