Office Hours: How to Review and Interpret PERMA Financial Statements

2/20/24 at 3:00 PM to 2/20/24 at 4:00 PM

“PERMA Office Hours” are designed with the members in mind! Office Hours consist of a 20-25-minute presentation designed to help members learn more about a risk management or insurance topic, or valuable resources, followed by 30 minutes of questions/discussion. Office Hours will close with a facilitated conversation to allow members to share concerns, emerging issues, and great ideas with one another. They are generally held on the second Tuesday of each month, from 3:00 – 4:00 pm (exceptions noted). Register for all sessions or only those in which you are interested, and learn how you can get more from your PERMA membership. We look forward to your participation!

This meeting will discuss the following:

  • Includes an overview of claim liability
  • Schedules and loss triangles, and
  • Using information included on trust account statements
  • Review/interpret results and trends

Register here.