Competency Workbook

Society of ActuariesCompetency Framework - Personal Planning Workbook

Welcome to the Personal Planning Workbook. Following the steps below will make it your Personal Planning Workbook.

Step 1. Transfer the Gap values from the Competency Framework Self-Assessment Tool to Column B on the worksheet 'My Plan'.

Step 2.

Step 3. Continue with the remainder of the Competencies. You may want to limit your plan to the 3 or 4 competencies with the largest Gaps.

Step 4.

Step 5. Enter the date you want to start each plan in Column E of the worksheet 'My Plan'

Step 6.

A sample worksheet for the Communication competency is shown on the worksheet 'My Plan - Sample'

Starting with the biggest Gap formulate 1 to 3 objectives that will help you reduce the Gap for that competency. Write these in Column C on the worksheet 'My Plan'.

Write a plan that will help you meet the objectives for reducing each Gap. Worksheets in this workbook list possible activities and their sources for each competency.

Periodically review your objectives and plans. As you complete a plan record the date in Column F and the results in Column G of the worksheet 'My Plan'.

The final worksheet 'Meetings' list meeting sessions where slides or audio is available for the following 2010 Society of Actuaries' events: Health Meeting, Life and Annuity Symposium, Valuation Actuary Symposium, and Annual Meeting. The list is sorted by competency.

SOA Competency Framework Personal Planning ToolVersion 2010.1 2 04/21/2023


My Plan

date

Competency Gap* Objective Plan Start Date Date Completed Results

Communication

Professional Values

Leadership

Strategic Insight & Integration

Results-Oriented Solutions

* transfer values from SOA Competency Framework Self-Assessment Tool

External Forces & Industry Knowledge

Relationship Management & Interpersonal Collaboration

Technical Skills & Analytical Problem Solving


Society of ActuariesCompetency Framework - Personal Panning Workbook

My Plan - Sample

9/1/2010

Competency Gap* Objective Plan Start Date Date Completed Results

Communication 2.3 October 1, 2013 October 1, 2013

Improve oral presentation skills to small groups. Join and participate in the downtown Toastmasters Club December 1, 2012 December 31, 2012

Professional Values 1.5

0.3

Leadership 0.4

0.1

-

Strategic Insight & Integration 0.8

Results-Oriented Solutions 1.0

* transfer values from SOA Competency Framework Self-Assessment Tool

Improve ability to present at Division training sessions.

Listen to SOA meeting session - Getting Your Point Across to Non-Technical Audiences, SOA Meeting Session

Listened to session and viewed PowerPoint slides. Material provided good insight into how to present numbers to a non-technical audience. I need to follow the speaker's suggestions in this area. I will apply the suggestions to the presentation I am making for the underwriting department next week.






Communication

Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Possible Activities Vendor Venue Cost Link

Society of Actuaries Audio recording with slides $

Society of Actuaries Slides Free

Complete Decision Making and Communication Module Society of Actuaries On line $$$

Read relevant articles Society of Actuaries Articles Free

Society of Actuaries In person $$$$

List is illustrative of resources that are available. $: < $50$$ < $200

$$$ < $500 $$$$ > $500

Listen to relevant meeting sessions from recent SOA meetings. Go to the Meetings worksheet in this workbook for a list of meeting sessions by competency, select relevant sessions, and then go to the SOAweb site to purchase recordings: http://www.soa.org/Professional-Development/Archive/audio-recordings.aspx

View handout materials of relevant meeting sessions from recent SOA meetings.

Go to the Meetings worksheet in this workbook for a list of meeting sessions by competency, select relevant sessions, and then go to SOA web site to view the slides: http://www.soa.org/professional-development/archive/detail.aspx

http://www.soa.org/decision-making/

http://www.soa.org/careers/career-resources/career-articles/com-skills.aspx

Attend relevant sessions at Society of Actuaries' meeting or symposium http://www.soa.org/PDCalendar.aspx

http://www.soa.org/decision-making/

http://www.soa.org/careers/career-resources/career-articles/com-skills.aspx

http://www.soa.org/PDCalendar.aspx



Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.




Complete Professionalism in Practice: Precept 10 e-course Society of Actuaries Online $

Listen to Webinars on Professionalism Topics Webcasts Free

Read Discussion Papers on Professionalism Topics Articles Free


$$$ < $500 $$$$ > $500




http://www.soa.org/Professional-Development/E-Learning/Professionalism-in-Practice--Precept-10.aspx

American Academy of Actuaries http://actuary.org/webcasts/webcasts_professi.asp

American Academy of Actuaries

http://www.actuary.org/discussion-papers

http://www.soa.org/Professional-Development/E-Learning/Professionalism-in-Practice--Precept-10.aspx

http://actuary.org/webcasts/webcasts_professi.asp

http://www.actuary.org/discussion-papers




Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Listen to relevant meeting sessions from recent SOA meetings. Society of Actuaries Audio recording with slides $


Attend relevant sessions an upcoming SOA meeting Society of Actuaries In person $$$$

Read relevant research reports Society of Actuaries Reports Free

Read relevant experience studies Society of Actuaries Reports Free


$$$ < $500 $$$$ > $500

Go to the Meetings worksheet in this workbook for a list of meeting sessions by competency, select relevant sessions, and then go to the SOAweb site to purchase recordings: http://www.soa.org/Professional-Development/Archive/audio-recordings.aspx




http://www.soa.org/research/research-projects/default.aspx

http://www.soa.org/research/experience-study/default.aspx


http://www.soa.org/research/research-projects/default.aspx

http://www.soa.org/research/experience-study/default.aspx



Leadership

Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.




Read relevant articles Actuarial Profession Articles Free


$$$ < $500 $$$$ > $500




http://www.soa.org/careers/career-resources/career-articles/leadership.aspx

http://www.soa.org/careers/career-resources/career-articles/leadership.aspx




Creating mutually beneficial relationships and work processes toward a common goal.




Read relevant articles Actuarial Profession Articles Free


$$$ < $500 $$$$ > $500




http://www.soa.org/careers/career-resources/career-articles/management.aspx

http://www.soa.org/careers/career-resources/career-articles/management.aspx




Applying the actuarial knowledge, skills and judgment required to provide value-added services.




Take a relevant e-Course Society of Actuaries Online $ - $$$


$$$ < $500 $$$$ > $500




http://www.soa.org/PDCalendar.aspx?type=ecourse

http://www.soa.org/PDCalendar.aspx?type=ecourse




Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.





$$$ < $500 $$$$ > $500







Providing effective problem solving that addresses relevant interests and needs.





$$$ < $500 $$$$ > $500




Competencies Second level competency

CommunicationsDifficult message deliveryActive ListeningOral CommunicationPersuasive CommunicationWritten communication

Professional ValuesEthical standardsPractice expertisePublic interest representation

External Forces & Industry KnowledgeActuarial theory in business contextExternal forces and business performanceActuarial methods in business operationsGeneral business skillsInternal forces and business performance

LeadershipChange managementInfluenceProfessional network leverageMentoringThought leadership

Relationship Management & Interpersonal CollaborationRelationships and trustTeam leadershipStaff management & motivation

Technical Skills & Analytical Problem SolvingInnovative solutionsIncorporate risk managementProblem analysis and definitionProcess and technique refinement

Strategic Insight and IntegrationStrategy development

SOA Website Search: Each of the eight primary competencies are listed below along with the second level competencies for each. Search the SOA website at www.soa.org using the primary and/or secondary competencies to find articles and other related information. Enter the URL for easy future access.

Influence decisionsEffective decision-makingManagement partnershipBig picture view

Results-Oriented SolutionsAssess decision effectivenessActionable recommendations


2013 SOA Meeting SessionsLife & Annuity Symposium, Health Meeting, Valuation Actuary Symposium, Annual Meeting Sessions with slides or audio

Competency

Communication





































Leadership

Leadership

Leadership

Leadership

Leadership

Leadership

Leadership

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values











Life & Annuity Symposium, Health Meeting, Valuation Actuary Symposium, Annual Meeting Sessions with slides or audio

Session Title

Process and Control: Is This Worth It? 26 PD

Examples of University Programs for Academic/ Practitioner Collaboration 106 PD

NAIC SMI ORSA Case Study (Required Reading) 19 WS

85 WS

Tax Policy, Retirement and Product Designs 58 PD

65 L

Life Illustration Compliance 36 OF

AG 43 Practical Questions and Issues 50 WS

126 PD

57 IF

SOA Technology Showcase 61 OF

Social Security Disability Insurance Update 46 PD

Update on Statutory Deferred Tax Assets 37 TS

The Current State of Actuarial Education 145 OF

130 PD

Product Tax Update 39 PD

82 PD

146 PD

NAIC SMI ORSA Case Study (Required Reading) 24 WS

98 OF

Disability Insurance From the Buyer's Perspective 52 PD

Update on Pre-Qualification and Continuing Education 64 PD

ACO Contracting and Public Payers 42 PD

174 PD

76 PD

Supplemental Health Products: Opportunities & Challenges 79 OF

Retiree Liabilities and PPACA 45 L

Session Number

Illustration Model Regulation Compliance

Math Education - Why Every Actuary Should Care About Kindergarten

How Secure is "Social Security"? Challenges Facing the U.S. and Canadian Systems and the Proposed Solutions

Increasing Longevity…Or Not: A Look at Current Research and the Implications for Actuaries

Swiss Re Protection Gap Series: The Missing Pieces - Thinking That Takes the Protection Gap Beyond the Obvious

Providing Lifetime Income in DC Plans: An Overview of Emerging Approaches

NAIC RBC U L8TR!

The Nature of Social Insurance Programs: A Discussion and Debate About Common Myths and Misperceptions

Insight/Update on Regulatory Environment

Employer Decisions Under Material PPACA Regulations – Modeling “Dumping” to Exchanges

Fixed Annuity Product Update 55 PD

Trends in Pharmacy 92 PD

Rate Review - Federal and State Perspectives 41 PD

3Rs - Update from CMS and how insurers are getting ready for 2014 50 PD

91 PD

83 PD

Appointed Actuary Boot Camp 35 PD

2014 Market Reform Rules: The Next Leg of the Race 55 PD

New Developments in Care Management 30 PD

Trends in Pharmacy 79 PD

U.S. Regulatory & Tax Update 64 PD

177 PD

Impact of the Low Interest Rate Environment on Life Insurers 59 PD

111 PD

86 PD

162 PD

Comparative Effectiveness Research 21 PD

Taxation Section Hot Breakfast 45

Actuarial Outsourcing: A Cry Wolf or Real Opportunity? 15 PD

Trends in Distribution 76 PD

The Impact of Social Security Trends on Private Disability Insurance 56 PD

Views on Risk: 2013 Post-Retirement Risk Survey 58 PD

81 PD

Federal Income Tax Topics 27 WS

Comparing Principle Based Approaches: From Theory to Practice 38 PD

94 PD

95 PD

Episode Analytics 10 PD

The Public Countdown to Public Exchanges 61 PD

Valuation Actuary's Role - Impact of PPACA 71 OF

Trend Projection in the Shadow of Reform 73 IF

Medicaid Coverage of Medicare Beneficiaries - Dual Eligibles under the ACA 64 L

The Future of the Medicare Advantage and Medicare Supplement Markets 159 PD

Silver Linings Playbook: How to Succeed in Private Exchanges 72 PD

Health Care Reform: Actuarial Value 17 L

Policyholder Behavior SOA Research Report 40 PD

59 PD

Foundations of ACA: Part 1 5 PD

Pricing Issues in Health Care Reform

Late-breaking Developments for U.S. Pension Plans

Actuarial Modeling Controls for a Model-Based Valuation Framework

Intergenerational Equity – Who Will Pay for Past Retirement Promises?

Actuaries Climate Index

Risk Managers or Risk Quantification Specialists ?

Satisfying the ORSA Requirement

Marketing & Distribution Implications of a Low Interest Rate Environment

An International Look at Funding Relief

Regulatory and Tax Update

Health Care Quality Metrics 9 PD

Medicare Solvency 85 L

Life Protection Product Update 28 PD

Gross Premium Valuations: Assumption and Cash Flow Projection Considerations 53 PD

Changes Coming to Medicare Supplement and Medicare Advantage 7 PD

Emerging Topics in Life Insurance Regulation 41 PD

115 TS

Life Protection Product Update 13 PD

36 PD

Recent Developments in RBC 52 PD

Insurance Business Financial Metrics in a Low Interest Rate Environment 18 PD

National Health Spending Projections Through 2022 27 L

47 PD

Traumatic Brain Injuries 46 PD

Current Topics in Mortality: Bridging the Gap Between Pricing & Valuation Mortality 28 PD

U.S. GAAP Hot Topics 12 PD

Life Product Update - Accumulation Market 78 IF

122 PD

Fixed Annuity Product Update 87 PD



78 PD

24 PD

Regulatory Update: Canada 27 PD

PBR and AG38 Update 89 PD

Introduction to the Affordable Care Act: Health Care Reform 101 19 PD

Medicaid and the ACA 175 PD

Impact of PPACA on Hospitals and Physicians and Impact on Cost Shifting 63 PD

Provider Reimbursement under PPACA: Beyond ACOs 83 L

40 PD

Determining Assumptions Under Multiple Frameworks 66 PD

Convergence of Accounting Approaches (U.S. GAAP and IFRS) 25 PD

Health Economics: Latest Research and Applications 51 PD

Life Product Update - Accumulation Market 65 IF

Canadian Healthcare Issues and Global Trends 38 PD

109 PD

Solvency II Internal Models 47 OF

Taxation Rules for Hedging

Insurance Contracts Accounting Update (FASB/IASB)

Medicaid Reform - Expanded populations, new payment methodologies and oversight

Current Developments in European and North American ORSA Requirements

Health Care Reform - The Customer Perspective

Company Tax Hot Topics

The Past, The Present and The Future: What Worked and Didn’t and the Road Ahead for Long Term Care Insurance

Global Insurance Series: Takaful and Latin American Markets

Profitability Analysis for Individual Disability Insurance 11 IF

51 PD

Insurance Contracts Accounting Update (IASB/FASB Project) 68 PD

18 PD

19 PD

Medicaid, Employer Groups and the Exchange. How is that going to work? 6 PD

Responses to the Global Financial Crisis: A Transnational Perspective 80 L

Healthcare Capital Adequacy Testing and ORSA Compliance 8 PD

12 PD

New Health Care Receivables Exhibit 29 PD

Effective Motivation of Employees 60 WS

Women's Leadership Forum and Luncheon 28 OF

Non-Actuarial Roles fro Actuarial Entrepreneurs 67 PD

172 PD

90 PD

76 PD

Risks and Opportunities for Health Actuaries 69 PD

Professionalism Breakfast for Disability Actuaries Health Section 36

Precept 13 56 IF

ASOPs, ASOPs and more ASOPs 68 IF

Professionalism in a Changing World 91 OF

Ethical Dilemmas for Pension Actuaries 27 IF

Professionalism in the Everyday Life of an Actuary 117 IF

Professionalism - Your Initials are There Whether They are or Not 40 PD

Professionalism for Health Actuaries 160 IF

ASOP 45 (Risk Adjustment) Deep Dive 32 PD

110 OF

148 IF

173 PD

56 PD

International Actuaries Working in North America 82 PD

164 PD

93 PD

99 L

Delphi Study in Real Time - Life & Annuity Products and Product Development 86 IF

Health Insurance and the FASB Insurance Contracts Project

Hot Topics at the NAIC, ACLI, AAA, FASB and IASB

Recent SOA-Sponsored Research: HCCI Aging & Uncertainty in Claim-Based Risk Assessment

Low Interest Rate Environment and Long Term Care (LTC): Investment and Product Development Strategies to the Rescue!

Living in a Nontraditional Actuarial World

Women and Minorities in Entrepreneurship

Developing Future Actuaries

New Manager's Toolkit

Working Abroad as an Actuary

The Tools, Technology, Trials & Tribulations of Managing from Afar

Effective Strategies for Managing Virtual Teams

Managing Retirement & Disability Risks

Managing Closed Block LTCI Business

Swiss Re Protection Gap Series: Is the Protection Gap Insurmountable? Solving The Puzzle in Other Industries

The Big R 147 PD

PBA Update- Practitioners Guide 49 PD

Surviving Excess Mortality Events 114 PD

Term Inforce Management 166 PD

154 OF

Uses of Reinsurance - Experiences in Canada and the United States 56 PD

152 PD

Cloud Computing and Beyond…… 46 PD

128 PD

Variable Annuity Product Update 37 PD

Captive Reinsurers for the Small and Medium Insurance Companies 31 PD

Reinsurance for Unlimited Medical Benefits 13 PD

176 IF

6 PD

ASO and Large Employer Workshop 53 WS

Variable Annuity Product Update 14 PD

Recent Research in Wellness 65 PD

LTC Combo Product Update 77 PD

The Implications of ACO: Opportunity and Risk 18 PD

20 L

Regulator Discussion of PBA With Small Company Actuaries 15 IF

Smaller Company Issues 30 BG

Reserve and Accrual Considerations for Benefit Exchanges 16 PD

What's New in Reserve Financing for Life Insurance Products? 17 PD

Changing Your Valuation Systems? Here Are Some Things to Consider 7 PD

Reinsurance Treaty Construction & Terms 153 PD

RGA Innovation in Action: Setting the Table 155 IF

Post Level Term Analysis 66 IF

Specialty Drugs in the Medical Benefit 43 OF

When Black Swans Aren't 42 L

RGA Innovation in Action: Current Industry Approaches 169 PD

121 PD

125 PD

What Small Company Actuaries Should Know About PBR

Current Topics on Simplified Issue Products

Indexed Life and Annuity Product Development Deep Dive

Risk Sharing Plan Designs - A Look at Variable Annuity Plans and Other Emerging Pension Plan Designs

Longevity, Mortality and Policyholder Behavior Reinsurance for Deferred Annuity Guarantees

Alternative to Hedging Long Tail Products using Derivatives in a Low Yield Environment

Payment Reform—Executive Overview and Provider Perspective

Designing a Solution for the Nation’s LTC Problems Using the Delphi Method

150 PD

RGA Innovation in Action: Looking Toward the Future 180 OF

54 PD

Mortality for Large Face Amounts 81 OF

80 PD

Will Big Data Transform Healthcare? 26 PD

124 PD

The Street's and Rating Agency's View of the Life Insurance Industry 26 PD

168 OF

116 PD

Empowering the Consumer to Transform Healthcare Through SMAC 24 L

44 PD

Do Long-Term Guarantees in Insurance Products Make Sense? 69 D

21 IF

The Street's and Rating Agency's View of the Life Insurance Industry 12 PD

100 PD

Trend - What is Driving Trend and How do we Bend? 108 PD

Practical Considerations for Asset-Liability Management 2 PD

Perspectives on Life Insurance and Annuities in the Middle Market 25 PD

The Affordable Care Act: Implications to Entrepreneurs 98 L

37 L

63 PD

47 WS

Risks in Products 29 PD

22 PD

41 WS

Life Reinsurance Treaty Construction 79 PD

Low Versus High Interest Rates - The Complete Argument 123 PD

165 IF

Longevity Risk and Longevity Capital Markets Solutions 57 PD

A Comparison of Defined Benefit and Defined Contribution Plans: Benefit Adequacy and Risk Profiles

Pension Investment Strategy and Pension Risk Transfer

The Search for Yield: Two-sided Approach

ERM – Where is the Value?

The Measurement, Management and Communication of the Financial Health of Public Pension Plans...an Important Topic for all Actuaries and the Actuarial Profession

Swiss Re Protection Gap Series: The Consumer Puzzle - How to Attract the Modern Consumer

Annuity Product Development Trends and Issues

An ERM Approach to Pension Management - Balancing Long Term Objectives and Short Term Goals

Utilizing Technology to Improve the Top and Bottom Line

Society of Actuaries' Health Research Overview

Recent Trends in Reinsurance and the Impact on Corporate Planning and Actuarial Valuation

Intercompany Insurance Company Expense Studies

Life Product Trends

Insurance Marketing Through Social Media

Investment Boot Camp for Pension Actuaries - Part 4: Pension Investing Strategies Today

Provisions for Adverse Deviation for Health Reserves 70 WS

112 IF

Agent-Based Simulation Modeling of Health Exchanges 78 L

Principle-Based Approach for Non-Variable Annuities 4 PD

Big Data and Uses for "R" Platform and Programming 94 PD

Forecasting & Futurism Section Continental Breakfast 2

Group Disability Insurance Pricing Issues 107 PD

Statutory Life and Annuity Valuation Issues 11 PD


127 IF

Older Age Mortality 88 PD

149 L

Savings Initiatives: When Myth Meets Reality 20 PD

IBNR Reserving, for Health Insurers, HMOs and Risk-bearing Organizations 41 PD

Active Life Reserves and Financial Projections 62 PD

77 PD

178 PD

Best Practices for Excel Design and Controls 69 IF

50 L

52 PD

151 IF

Reviewing and Validating Actuarial Models 14 PD

42 IF

Avoiding Statistical Pitfalls in Actuarial Work 72 TS

161 PD

179 PD

163 PD

Annuity Risk Strategies 60 PD

Forecasting Demographic Changes, financial Markets and the Economy 73 PD

Individual Disability Experience Committee Update 67 PD

Portability and Conversion Options for Group Life and Disability Insurance 88 IF

Investment Boot Camp for Pension Actuaries - Part 1: The Fixed Income and Derivatives Market

Investment Boot Camp for Pension Actuaries - Part 2: Fixed Income Securities and Derivatives Applied to a Pension Plan Liability

Distribution Economics 101

Research Project Results on Setting Dynamic Policyholder Behavior Assumptions for Life Insurance and Annuity Companies

Making Combo Products Work in a Low Interest Rate Environment

Agent-Based Modeling of Policyholder Behavior

Actuarial Soundness, the CMS Checklist and Rate Certification Letters as they relate to Medicaid Managed Care Rate-Setting

Investment Boot Camp for Pension Actuaries - Part 3: Beyond Fixed Income: Other Important Asset Classes for Pension

Mortality for Pension Plans - An Update on New Pension Mortality Tables From the SOA and CIA

Variable Annuities and Actuarial Science

Actuarial Software Implementation: From Planning to Success

Predictive Modeling in Long Term Care Insurance

113 PD

84 PD

35 TS

31 PD

167 PD

Tools and Tips for Auditing Valuation System Results 3 PD

17 TS

45 PD

Group Life Experience Committee Update 33 PD

The Unique Challenges of Modeling Variable Annuities 68 PD

Actuarial Evidence 48 PD

Risk Evaluation in Enterprise Risk Management 36 PD

The Large Case Market for Group Disability Insurance 22 PD

Experience Studies/Policyholder Behavior 16 PD

Predictive Modeling 60 PD

Asset Modeling Concepts 5 PD

Predictive Modeling - Early Indicators - Non-Health Care Data 82 PD

23 PD

Model Efficiency 39 PD

Implications of Principle-Based Approaches to Capital Determination 67 PD

Risk Management 101: Back to Basics 55 PD

Perspectives on Mortality Trends 97 PD

Behavioral Finance 95 TS

39 PD

Predictive Modeling Applications for Life and Annuity Pricing and Underwriting 30 PD

Applications of Risk Adjustment 62 PD

Predictive Modeling - Techniques and Applications 66 PD

Longevity Risk, Product Design and Capital Markets Solutions 53 PD

Beyond Excel: What to do When Excel is not Sufficient? 17 PD

25 L

Managing Frozen Pension Plans 43 PD

92 PD

Predictive Modeling Applications for Health Actuaries 58 PD

Predictive Modeling in Health - The State of the Art 131 PD

Discount Rates for Financial Reporting Purposes: Issues and Approaches 32 PD

Introduction to Economic Capital 59 TS

Assumption Setting in a SOX/MAR/PBR World

Management of Actuarial Risks for Deferred Annuities

Learn to Build a Genetic Algorithm

Actuarial Models and Processes that Work Smart - To Production and Beyond Your Target Audience

Advanced Reinsurance Topics

Learn to Build a Genetic Algorithm

Current Research Topics Concerning Mortality

Middle Market and Reinsurance

Equity Risk Premium

Introduction to General Insurance Ratemaking & Reserving: An Integrated Look

Capital-Market-Based Options to Finance Product Capital Needs


Life & Annuity Symposium, Health Meeting, Valuation Actuary Symposium, Annual Meeting Sessions with slides or audion.a.:not available

Meeting Slides Audio

2013 Valuation Actuary Symposium 4.11 x x

2013 Annual Meeting 4.89 x x

2013 Valuation Actuary Symposium 4.78 x

2013 Annual Meeting 4.66 x

2013 Life & Annuity Symposium 4.57 x x


2013 Life & Annuity Symposium 4.56 x





2013 Health Spring Meeting 4.35 x x













2013 Health Spring Meeting 4.24 x



Overall Session Rating



Competency

Communication

Communication

CommunicationCommunicationExternal Forces & Industry Knowledge












































External Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry KnowledgeExternal Forces & Industry Knowledge



External Forces & Industry KnowledgeLeadership

Leadership

Leadership

Leadership

Leadership

Leadership

Leadership

LeadershipProfessional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional ValuesProfessional ValuesProfessional Values




Relationship Management & Interpersonal CollaborationResults-Oriented Solutions




















Results-Oriented SolutionsResults-Oriented SolutionsStrategc Insight & Integration

Strategc Insight & Integration






















Strategc Insight & IntegrationStrategc Insight & IntegrationStrategc Insight & IntegrationStrategc Insight & IntegrationStrategc Insight & IntegrationStrategic Insight & Integration





































Technical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem SolvingTechnical Skills & Analytical Problem Solving




Session Title

Process and Control: Is This Worth It? 21 PD

Information Visualization: Using Charts in Effective Presentations 65 PD

Become a Great Negotiator 27Communicating with Your Regulator 57Commonalities and Challenges in U.S. and European Capital Regimes 3 PD

4 PD

U.S. GAAP Issues 10 PD


NAIC Solvency Modernization Initiative 19 PD


Principle Based Reserves: What We Learned from the Field Test 23 PD


Risk Evaluation in Enterprise Risk Management 28 PD

Impact of Policyholder Behavior 32 PD

Taxation Section Hot Breakfast 34 PD

How Can Smaller Companies Respond to the Low Interest Rate Environment? 37 WS

International Financial Reporting Standards: Are We There Yet? 38 PD

ACA Update 42 PD


Actuaries in Advanced Business Analytics 48 PD

Determining Assumptions under Multiple Frameworks 51 PD

Retiree Health and Medicare Supplement 5 PD

The Three R's under the ACA: An Update from CCIIO 7 PD

8 PD

Public Sector Disability Plans 10 PD

Current Medical Trend Drivers 16 PD

Population Health and Public Health: Why Should We Care? 17 PD

Health Care Reform: Federal and State Exchanges 19 PD

Health IT in Action 20 PD

The New Realities of Health Reinsurance: Problems and Opportunities 23 PD

Challenges in Medicaid Pricing 25 TS

Reading the Literature 27PD

Disability Reinsurance – Now and The Future 32 PD

33 PD

Ancillary Dental-Vision 38 PD

Session Number

Recent Market Trends with European Embedded Value/Market Consistent Embedded Value Reporting

Brave New World of Rate Filings (Actuarially Sound Rates/ACA Rate Review/Unreasonable Rate Increase)

Financial Implications under the ACA: MLR, RBC, Reserves, Taxes & Fees

What Can the National Healthcare Reform Learn from Massachusetts? 40 PD

41 PD

42 PD

Medicare Advantage: Parts C and D 46 PD

Health Refrom Implementation: Ask the Academy 48 PD

State Regulation and Federal Reform 58 PD

Small Group Medical Market Watch 63 WS

Small Group Medical Market Watch 64 WS

Trends in Limited Benefit Medical Plans 68 PD

ACOs/Medical Home: Overview of National Direction 70 PD

Healthy Choices 80 PD

That's (Group) Life 84 OF

ACO/PCMH: Powerful Approaches at the State Level by Carriers and Providers 85 PD

Recent Developments in Health Reinsurance 88 OF

Disease Management and Chronic Conditions: New Models for Care Management 90 PD

Episodes: an analytic tool, payment system, or both? 91 PD

Value Demonstration for New LTC Product Designs 92 PD

A Day in the (Group) Life of... 93 OF

Actuaries in Advanced Business Analytics 94 IF

Hot Topics at the NAIC, ACLI, AAA, FASB & IASB 18 PD

19 L

Stable Value: As Good as It Ever Was? 20 OF

Are Baby Boomers on Track for Retirement? 25 PD

A Primer of Captive Reinsurance 27 PD

Principle-Based Approach to Reserves and Accounting 34 PD

Long-Term Financial Planning: Challenging Old Paradigms— Part 1 38 OF

40 PD

Credit Risk Modeling Techniques for Life Insurers 48 PD

56 PD

Apps for Actuaries 58 WS


73 PD

Update on Current Taxation Developments 78 PD

Dodd-Frank—Where Are We Now? 82 PD

Health Care Quality and Comparative Effectiveness 84 PD

Impact of Health Care Reform on the Individual and Small Group Markets 85 PD

PBGC Risk-Based Premiums and Legacy Unfunded Liabilities 86 PD

Understanding Trade-offs in Retirement Decisions 87 PD

The Evolution of Rate Filings 97 PD

Initiatives to Improve Healthcare Delivery, including Quality Programs, Pay for Performance, Comparative Effectiveness Research and Evidence Based Medicine

It's Public: Government (and non-Government) Health Resources and Available Data

Fundamental Issues with Health Insurance: Does Health Care Reform Address Them?

Preparing for Retirement in an Age of Low Interest Rates: What Can Individuals Expect?

The Future of General Health & Medicare Insurance Programs: The Role of Public & Private Sections, and Design and Funding Issues

The Benefit of Internal ORSA Process and the Pitfall of External Communication on Risk Toward Regulator and Other External Stakeholders

DC and DB Investors 98 PD

Initiatives to Encourage Lifetime Income 101 PD

Solvency II/IFRS 4 Phase II and Reinsurance 103 IF

Low Interest Rates: Financial and Product Implications 104 IF

IFRS: The Future of Accounting for Insurance and Its Implications 130 PD

Longevity De-Risking a Defined-Benefit Pension Plan 132 PD

Solvency II, NAIC SMI and Risk Management—Can We Have It All? 140 PD

Drivers and Forces in Asia: Current and Future Insurance Markets 142 IF

Penetrating the Elusive Middle Market 145 PD

An Actuarial Perspective on Social Security Issues 147 PD

Regulatory Update Impacting Product Development 148 PD

152 PD

Coinsurance: Then and Now 157 IF

Current Developments in Life Insurance Federal Income Tax 12Life Market Trends: Protection 13Annuity Market Trends 14Preparing for Change under ORSA 18Life Market Trends: Protection 22Portfolio Strategies and Rationalization 23Annuity Market Trends 32Portfolio Strategies and Rationalization 33PBA—VM20 and Other Developments 37Market Trends: Accumulation Products 43Life Underwriting Trends 44Long-Term Care Combination Products - Tax and State Regulatory Issues 45Retirement Trends 46Products and Marketing Techniques for the Developing Senior Market 52Advanced Mortality Topics 53Retirement Trends 54Capital Management—Reserve Financing 55The Canadian Marketplace: Lessons From North of the Border 59Life Underwriting Trends 63Life and Annuity Product Development Strategies in the Wake of Low Interest Rates 64The Challenge of Low Interest Rates 69Reserving and Capital: Solvency Requirements Around the Globe 70Life and Annuity Product Development Strategies in the Wake of Low Interest Rates 71Advanced Mortality Topics 72What Is New with the ACLI/NAIC/FASB and Other Regulatory Bodies? 74Actuaries in Advanced Business Analytics 75HARI Research Project: Risk Adjustment 30 L

Alzheimer's: You and Your Business 59 PD

Late-Breaking Developments and Regulatory Update for Retirement Plans 75 PD

Closing General Session - The International Regulatory Landscape 78Improving Yourself and Your Team through Strengths 11 IF

Actuarial Implications of Accountable Care Organizations & Patient-Centered Medical Homes

43 PD

Where Do You See Yourself in Five Years? 72 PD

Critical Influencing Skills for Advancing Professionals 51 WS

Where Do You See Yourself in Five Years? 81 PD

Case Studies of Actuaries Starting a Business 95 PD

Opportunities for Actuaries on Corporate Boards 117 PD

Where Do You See Yourself in Five Years? 58We the Jury... 26 IF

Speaking of ASOP 41 43 IF

ASOPs for Health Actuaries 55 PD

Ethical Dilemmas for Pension Actuaries 52 IF

Delivering Results to Clients and Satisfying the ASOPs: Tips From Experts 100 PD

Professionalism for the Health Actuary 131 PD


Life Insurance Illustration Regulation: 15 Years Later 31Professional Standards for Financial Reporting 47Topics in Professionalism for Product Development Actuaries 76

High Impact Social Branding Demystified 24 IF

Disability Special Interest Group Hot Breakfast 35

Project Management—Overcoming Obstacles 139 L

Actuaries and IT: Can't We All Just Get Along? 29Re-engineering Actuarial Models: Case Studies 35 PD

Reinsurance of Variable Annuity Mortality and Longevity Risks 54 PD

What's New in Reserve Financing for Life Insurance Products? 55 PD

Smaller Insurance Company Chief and Corporate Actuaries Forum 58 OF

Actuarial Perspectives on Wellness 39 L

Pharmacy Cost Trend Outlook 49 TS

SOA Sponsored Health Research – the latest in health actuarial thinking 69 PD

Specialty Drugs 89 TS

In-force Rate Actions and Their Effect on Long-Term Care Insurance Market 22 PD

Interstate Compact—A Tool for Improving Speed and Distributor Satisfaction? 23 PD

Underwriting Trends 26 PD

Risk Identification, Emerging Risk Perspectives and Complexity Science Application 99 PD

Hot Topics in Long-Term Care Insurance 112 PD

Rapid Retirement Research: Providing Perspective on Smoothing and Other Issues 114 PD

Canada and the United States—Learning from Each Other 116 PD

Predictive Models: The Forest and the Trees 129 PD

Making ERM Actionable 133 PD

Demographic Trends and Investments 143 L

156 PD

The Actuary as Entrepreneur: The Good, the Bad and the Ugly of Being an Independent Actuary

What Do Predictive Modeling, Preferred Structures and Mortality Improvement Have in Common?

Joint Risk Management Section Hot Breakfast (Members $15, Nonmembers $25) 5

Finding Solutions to Lifetime Income Risk 25Finding Solutions to Lifetime Income Risk 77General Insurance: What Is in It for Me? 15 PD

The Role of Social Media for Entrepreneurs 17 PD

ERM for Small Business 21 PD

Medical and Disability Reserving and Financial Reporting Update 35 PD

The Public versus Private Debate: Health Care Systems in North America 36 PD

European Debt Crisis and the Impact on the Insurance Sector 37 IF

UL Deep Dive Part I—Protection Market 42 PD

Trend—Future Drivers and Bending the Cost 49 PD

Retirement Adequacy—Much More Than a Replacement Ratio 76 PD

Mortality for Larger Face Amounts 77 OF

RGA Innovation Series Part 1: Innovation and Growth 79 TS

Life Product Development Trends and Issues 88 PD

91 TS

In-force Product Management 102 PD

RGA Innovation Series Part 3: Best's Review Innovators Showcase 106 TS

Insurance Marketing Through Social Media 113 PD

What in the World Are We Doing About Retirement? 115 PD

How Strategic Retirement Programs Integrate with Talent Management 134 PD

Annuity Product Development Trends and Issues 135 PD

Longevity Reinsurance 136 IF

Genowledge Series Part 1: Genetics of Longevity 137 L

150 L

160 L

Case Studies of Actuaries Starting a Business 17Competing in the Accumulation Market Without Aggressive Guaranteed Living Benef 34Skills Needed to Survive the Recession 36Being Social - It's a Game Changer 38Transnational Business Case for Business Intelligence 49Practical Considerations for Asset-Liability Management 2 PD

Forecasting Demographic Changes, Financial Markets, and the Economy 45 L

Private Exchanges 29 PD

ERM for Health Insurers 51 PD

Disability Product Development . . . Developments 71 PD


Tools and Tips for Auditing Valuation System Results 5 PD



1984- 2007 SOA LTC Intercompany Experience Study 8 PD


RGA Innovation Series Part 2: Innovation—What Can Insurance Companies Learn from Other Industries?

Genowledge Series Part 2: Applications of Genetics in Diagnostics and Underwriting

Genowledge Series Part 3: Ethical & Legal Questions Concerning Genetics in Life Underwriting

MCEV Practical Question and Issues Workshops 12 WS


Best Practices for Excel Design and Controls 15 IF

Impact of Proposed IDI Valuation table 16 PD

New Developments in Valuation Mortality 18 L

Principle-Based Valuation and Capital Determination for Variable Annuities 22 PD

Bringing Actuarial Models to Production and Beyond Your Target Audience 29 PD


IBNR Reserving 201 33 PD

Reserve Adequacy Criteria 36 PD

The Unique Challenges of Modeling Variable Annuities 39 PD

PBR Update 40 PD

Inforce Data Compression Methods for Actuarial Modeling 41 PD

47 TS

Introduction to Asset Modeling Concepts 49 PD

LTC Active Life Reserving and Financial Projections 50 PD


Actuarial Processes and Collaboration with IT 53 WS

Provisions for Adverse Deviation for Health Reserves 56 PD

Forecasting & Futurism Section Continental Breakfast 2

Unpaid Claim Reserving 201 6 PD

Medical Trends, Intro and Intermediate 9 TS

Best Practices for Excel Design and Controls 13 L

Voluntary Employee Benefits—Market and Pricing 18 PD

Modeling Complex Systems in Health Care 21 L

Insuring Unusual Disability Risks 22 PD

Rx Analytics 26 PD

Health Insurance Pricing Concepts: Alternate Approaches 28 PD

Disability Experience Trends 44 PD

Business Case for Business Intelligence 45 TS

Asset Adequacy Analysis for Disability Insurers 52 TS

Generalized Linear Models for Health Actuaries 53 TS

Associations After Health Reform: What Then? 54 TS

Understanding the Standards of Practice for Retiree Medical Plan Valuations 59 PD

The New World of LTC Modeling 61 PD

Complexity Science: Genetic Algorithm Applications to Actuarial Problems 62 TS

Medical Travel and Expanded Networks 67 TS

79 PD

Business Analytics: Health Actuarial Applications 83 PD

Unpaid Claim Reserving 401: Emerging Issues in Medical Reserves and Liabilities 87 PD

Mortality Improvement Trends—What Does the Future Hold? 24 PD

Complexity Science: What It Is and Why You Want to Know About It 32 L

Modeling Mortality Improvements in the Pension Arena 39 PD

Alternative Models of Quantitative Risk Management for Variable Annuity Guaranteed Benefits

Unpaid Claim Reserving 301: Impact of Federal Health Care Reform and Regulatory Changes

Experience Studies 41 PD


Actuaries and the Bayesian Revolution—Part 2 47 PD

Assumption Setting Best Practices 53 PD

UL Deep Dive Part II—Accumulation Market 54 PD

Reinsurance Challenges for Medium and Small Companies 55 OF

An Introduction to Life Insurance Product Taxation 57 TS

Volatility of Fair Value Accounting 71 PD

The “3 R’s”: Reinsurance, Risk Adjustment and Risk Corridors 72 TS

Future of LTCI Product Development 74 PD

Premium Persistency of Flexible Premium Products 83 PD

Pricing Application of Economic Capital Tools 89 PD

Policyholder Behavior 96 PD

An Introduction to Company Tax 105 TS

Revenge of the Nerds: Advanced Business Analytics for Health Actuaries 108 PD

Reserving Issues for Disability Insurance 109 OF

Changing Dynamics in Global Solvency Regimes 110 IF

Variable Annuity Risk Management 111 PD

Medical Loss Ratio—Updates and Lessons Learned 141 PD

Hedging Risks in the LTCI Product 144 PD

Retirement Plan Design: Principles for Improving Design 146 OF

149 PD

Retiree Medical Strategies 153 PD

Risk Measurement 154 PD

Hot Topics in LTC Financial Reporting 155 PD

Taxation Rules for Hedging 159 TS

Getting Your Annuity Policyholders to Behave 15Best Practices for Excel Design and Controls 16Regulatory and Tax Update 24Living in a Risk-Free Valuation World 26Using an Artificial Society (a Complexity Science Tool) to Project Life Insurance Sales 28Regression/Time Series Methods with iPad Forecasting Contest Examples 35Annuity Risk Management under Constraints 50Latest Developments with IFRS/FASB 56Reinsurance Issues 65Model Efficiency for Life and Annuity Business 67Actuaries and the Bayesian Revolution—Part 1 33 L

Actuarial Challenges Facing the Affordable Care Act 73 PD

Determining the Impact of Climate Change on Insurance Risk and the Global Community






2012 Life & Annuity Symposium 4.46 x2012 Life & Annuity Symposium 4.07 x x














































2012 Life & Annuity Symposium 4.14 x x2012 Life & Annuity Symposium 4.06 x x2012 Life & Annuity Symposium 3.96 x x2012 Life & Annuity Symposium 3.70 x x2012 Life & Annuity Symposium 3.93 x2012 Life & Annuity Symposium 3.62 x x2012 Life & Annuity Symposium 4.23 x x2012 Life & Annuity Symposium 3.73 x x2012 Life & Annuity Symposium 3.39 x x2012 Life & Annuity Symposium 4.35 x x2012 Life & Annuity Symposium 4.15 x x2012 Life & Annuity Symposium 4.18 x x2012 Life & Annuity Symposium 4.27 x x2012 Life & Annuity Symposium 4.00 x x2012 Life & Annuity Symposium 4.17 x x2012 Life & Annuity Symposium 4.27 x x2012 Life & Annuity Symposium 3.63 x x2012 Life & Annuity Symposium 3.88 x x2012 Life & Annuity Symposium 4.38 x x2012 Life & Annuity Symposium 4.22 x2012 Life & Annuity Symposium 3.57 x x2012 Life & Annuity Symposium 4.00 x x2012 Life & Annuity Symposium 4.28 x x2012 Life & Annuity Symposium 4.27 x x2012 Life & Annuity Symposium 4.12 x x2012 Life & Annuity Symposium 3.71 x




2012 Life & Annuity Symposium n/a x2012 Health Spring Meeting 4.60 x







2012 Life & Annuity Symposium 4.47 x x2012 Valuation Actuary Symposium 4.63 x







2012 Life & Annuity Symposium 4.38 x x2012 Life & Annuity Symposium 3.14 x2012 Life & Annuity Symposium 4.28 x




2012 Life & Annuity Symposium 3.88 x2012 Valuation Actuary Symposium 3.49 x x




















2012 Life & Annuity Symposium 3.91 x2012 Life & Annuity Symposium 4.00 x
























2012 Life & Annuity Symposium 3.87 x2012 Life & Annuity Symposium 3.41 x x2012 Life & Annuity Symposium 4.00 x2012 Life & Annuity Symposium 4.20 x x2012 Life & Annuity Symposium 3.50 x x






































2012 Life & Annuity Symposium 3.83 x2012 Life & Annuity Symposium 4.18 x x2012 Life & Annuity Symposium 3.44 x x2012 Life & Annuity Symposium 3.57 x x2012 Life & Annuity Symposium 4.00 x x2012 Life & Annuity Symposium 4.33 x x2012 Life & Annuity Symposium 3.66 x x2012 Life & Annuity Symposium 3.74 x x2012 Life & Annuity Symposium 4.25 x2012 Life & Annuity Symposium 3.50 x





Competency

Communication

Communication

Communication

Communication

Communication

Communication

Communication





























































Leadership

Leadership

Leadership

Leadership

Leadership

Leadership

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values

Professional Values































Session Title

Apps for Actuaries 68 BG

Communicating the Difficult Story 62 PD

The Power of Positive Criticism 78 L

The Art and Science of Networking Today 27 IF

Education & Research Section Continental Breakfast 33

27 OF

Implementation of Models within a Solvency II Framework 10 PD

Tax Issues for Product Actuaries 71 TS

Simplified Issue/Guaranteed Issue Market Update 55 PD

Product Update: ULSG and Term UL 14 PD

Historical Rates of Mortality Improvement and Tools for Future Improvement 54 OF

Simplified Issue/Guaranteed Issue Market Update 40 PD

Hot Topics in the Principle Based Approaches to Reserves and Capital 39 PD

Traditional Term Products 47 PD

Product Update: ULSG and Term UL 23 PD

Regulatory and Tax Update for Product Actuaries 41 PD

Regulatory and Tax Update for Product Actuaries 49 PD

Understanding and Reacting to this Turbulent Economy 66 PD

Fixed Annuity Trends and Issues 56 PD

Latest Developments in IFRS & Solvency II 53 PD

What's New with Regulatory and Accounting Changes? 63 PD

Variable Annuity Products and Practices Update 15 PD

Variable Annuity Products and Practices Update 24 PD

Market Consistent Pricing 48 PD

Re-risk or De-risk with Variable Annuities? 27 PD

Market Consistent Pricing 65 PD

The Economics of Obesity 64 L

Evidence for Drug Adherence Savings and Pharmacy Cost Trend Outlook 36 TS

Recent Developments in Health Reinsurance 39 OF

To Thine Own Health Be True 49 PD

Individual Disability Experience Committee Update 69 PD

Trends in Limited Benefit Medical Plans 77 PD

Small Group Market Watch 82 WS

Individual Medical Market Watch 73 WS

ICD-10: The Transformation Begins 38 PD

Mortality Issues for Group Life Insurance 68 PD

Session Number

To Better Communicate: Presenting Technical Information to Non-Technical Audiences

Individual Medical Market Watch 74 WS

Complexity Science: What It Is and Why You Want to Know About It 37 PD

Retiree Medical Plan Valuations and Management 80 PD

Current Issues and Plan Designs in Dental Insurance 46 PD

42 PD

Hot Topics in Smaller Insurance Companies 21 BG

Implications of Convergence of Individual Worksite and Group Voluntary Products 86 PD

Medicare Advantage—Part C: Present and Future 5 PD

Health Legislation Cost Estimates 70 PD

Medicare Advantage—Part D: Present and Future 15 PD

Provider Payment Reform 40 PD

Customer Reporting Techniques 56 PD

Health Care Reform from the Other Side: What Does It Mean for an Employer? 10 PD

Reengineering Long-Term Care Insurance Part II: The Middle-Mass Market 31 IF

Reengineering Long-Term Care Insurance Part I: The Middle-Affluent Market 20 IF

ASO Workshop 8 WS

Comparative Effectiveness Research 6 PD

Quality and Efficiency 67 PD

Current Developments in Company Health Tax Issues 51 PD

7 PD

Term Shock Lapse and Mortality Assumptions 4 PD





26 PD

ACA Impact on Health Claims Liability and Deficiency Reserves 5 OF


Joint FASB/IASB Insurance Contracts Project 13 PD

Principle-Based Reserves: What We Learned From the Field Test 9 PD

Joint FASB/IASB Insurance Contracts Project 16 PD


The Future Regulatory Environment for Life Insurers and Reinsurers- Dodd Frank 55 PD

Current Topics in Reinsurance 17 PD

Principle-Based Reserves: What We Learned From the Field Test 22 PD

Late Breaking Developments and Regulatory Update for Retirement Plans 100 PD

Regulatory Update for Product Developers 106 PD

107 PD

The Convergence of Group and Individual Disability Insurance 108 PD

Plan Termination Seminar: Session 3—Group Annuities 101 for Pension Actuaries 118 OF

Health Actuary Wanted to Explore New Worlds: New Career Opportunities for Health Actuaries

U.S. Health Reform: What U.S. Actuaries Can Learn from Experiences in Other Countries

Recent Market Trends with European Embedded Value/Market Consistent Embedded Value Reporting

Fundamental Issues with Health Insurance—Does Health Care Reform Address Them?

Current Developments in Life Insurance Federal Income Tax 123 TS

Risk Adjustment and Selection Under Healthcare Reform 126 PD

Apps for Actuaries 127 BG

Global View of Reinsurance—Europe, Latin America, Asia 128 PD

Looming Demographic Trends and Their Investment Implications 132 PD

Serving the Reinsurance Needs of Smaller Companies 135 OF

What Can the National Healthcare Reform Learn from Massachusetts? 137 PD

Life and Annuity Industry Outlook 143 PD

Principle-Based Approaches for Pricing 144 PD

Perspectives on the Middle Market Distribution 145 PD

147 OF

15 D

Mortality Projection Issues and Modeling Methods 16 PD

Solvency II 20 PD

State of the Financial Reinsurance Market 21 PD

In This for Life: Life Product Development Trends and Issues 22 PD

Trend: Future Drivers and Bending the Cost Curve 23 PD

Social Security--Separating Fact from Fiction 30 D

LTC Hot Topics 34 PD

IFRS: The Future of Accounting for Insurance and its Implications 35 PD

Trend--View from CMS and Recent Data from Public Employers 38 PD

Systemic Risk—What Lies Ahead? 43 PD


60 PD

The Long Run Volatility of Stocks Might Be Higher than You Think 62 L

Convergence of Financial Reporting and Capital Requirements for Insurance 64 PD

State of the Disability Reinsurance Market 66 PD

Impact of Healthcare Reform on the Individual and Small Group Marketplaces 79 PD

Hot Topics at the NAIC, ACLI, AAA, FASB and IASB 91 PD

Introduction to Life Insurance Product Taxation 96 PD

Rapid Retirement Research Initiative—A New Approach for SOA Research 99 PD

How to Become a More Influential Leader 12 IF

1

The Effective Executive 60 WS

102 PD

Opportunities for Actuaries on Corporate Boards 129 PD

How I’m Having Fun in Retirement 97 OF

Professionalism-Balance of Creativity and Staying Within the Code 38 OF

Professionalism Hot Breakfast for Disability Actuaries 35 TS

ASOPs for Health Actuaries 88 PD

Ethical Decision Making for Actuaries 58 PD

The Most Professional Actuary in the World 19 IF

ERM—Challenging Old Paradigms: Considering the Human Element

Defined Contribution Plans: Meeting the Needs of Today's Workforce or Falling Short?

Underfunded Pension Plans: The Low-Hanging Fruit of the Corporation Bankruptcy Process

Management & Personal Development Section Continental Breakfast: Review of Recent Executive Books

What Can I Do During My Working Years to Make My Retirement Years More Interesting?



ERM Standards of Practice: A Socratic Dialogue 38 IF

Expanding Actuarial Roles in "Non-Traditional" Risk Environments 122 IF

What Every Actuary Must Know About ASOP 41 139 PD

Acting in the Public Interest 19 PD

Professionalism, Standards of Practice and Reinsurance 36 TS

39 IF

Standards of Practice in Product Development—Do These Apply to Me? 78 PD

Fiduciary Liability 86 PD

Managing Knowledge Workers: How Do You Best Manage Actuaries? 72 IF

Uncover Your Unique Value Proposition 21 IF

I'm Hyperventilating: How to Change Your Life in 17 Minutes 6 IF

Actuarial Efficiency in Modeling & Valuation 125 PD

Managing Knowledge Workers: How Do you Best Manage Actuaries? 148 IF

Project Management Success Strategies 45 TS

Selling Skills for Actuaries: Overcome Fear of Making Sales Calls 76 TS

Hot Topics Impacting the Smaller Insurance Company 46 BG

Model Management: Is it Possible? 30 PD

Automated Underwriting as Tool for Mid-Market Growth 32 PD

Group Life Roundtable Discussion 9 WS

Provider Network Strategies 85 PD

Informatics and Actuarial Data Marts 65 PD

11 PD

Asset Management for Health Insurers 45 PD

Smaller Company Issues 29 BG

28 PD

What’s New in Reserve Financing for Life Insurance Products? 39 PD

Current Topics Affecting Smaller Insurance Companies 101 BG

Model Management 105 PD

Plan Termination Seminar: Session 2—Funding and Investment Strategy 118 OF

Research Results on New Medical Markers 121 PD

ERM Workshop for Small Companies 31 WS

Managing Longevity and Mortality Risks and Their Global Activities 73 PD

Systemic Risk: Early Warning Indicators 81 IF

Implementing Healthcare Reform in the Real World 95 PD

Review of Dynamic Hedge Effectiveness in the Financial Crisis and Beyond 45 PD

Historical Rates of Mortality Improvement and Tools for Future Improvement 64 OF

ERM Standards of Practice—A Socratic Dialogue

Enterprise Risk Management for a Health Insurer: Like Life, Like Casualty, or Something Completely Different? A Cross-Pollination of Thought

Keeping the Auditors Happy: Documentation Practices and Tools to Support Internal and External Audit

Actuarial and Finance Transformation 52 PD

Financial Service Regulatory Reform and the Role of Actuaries 29 PD


Insurance Company Investing in Low Interest Rate Environment 61 PD

Stable Value Contracts: Insurance or Derivatives 22 PD

Potential Impact of Insurance Exchange on Product Sales and Distribution 41 PD

Impact of Mental Health Parity and PPACA 63 TS

Actuarially Sound Rates versus State Budget Reality: What’s an Actuary to Do? 48 PD

Pricing Concepts for Health Products 47 PD

Accountable Care Organizations/Medical Home Models: Basic Overview 24 PD

Medicaid Programs Post PPACA 75 PD

What Does the Future Hold for Underwriting? 16 PD

Solvency II 32 PD

Practical Considerations for Asset Liability Management 58 PD

59 PD

CEO Forum 103 PD

Emerging Technologies and the Future of Insurance Distribution—Part 2 104 PD

118 OF

Retirement Security in the New Economy (Part 1)—Holistic Approaches 120 PD

Retirement Security in the New Economy (Part 2)—Single Issues 131 PD

Retirement Security in the New Economy (Part 3)—Perspective on the Issues 141 OF

Update on Impacts of PPACA 142 PD

HARI and Other Research Updates 146 PD

Investment Risk and Return: Theoretically Related—Empirically, Not So Much 32 L

Being Social—It's a Game Changer 40 PD

Moving from Accumulation to Consumption 42 PD

ALM Risk and Investment Strategies for LTC Companies 44 PD

Where Enterprise Risk Management Meets Capital Management 61 PD

2011 Risk and Process of Retirement Survey Results 87 PD

Emerging Technologies and the Future of Insurance Distribution—Part 1 90 PD

Annuity Product Development Trends and Issues 93 PD

ICD-10: Is It a Whole New World? 94 PD

Does Anyone Else Want to be Illustration Actuary this Year? 31 PD

11 L

High Performance Computing 43 PD

Reserves for Non-Tax Actuaries 13 PD

Measuring and Improving Profitability 57 PD

Measuring and Improving Profitability 42 PD

Solving Actuarial Problems with Complexity Science (follow up to: #11) 20 TS

ROI on Wellness Programs? Beyond the Actuarial Science 44 L

Disability Experience Studies 89 PD

Technology Section Continental Breakfast: Apps for Actuaries 34

Valuing the Future: The Role of the Valuation Actuary in Pricing and Corporate Planning

Plan Termination Seminar: Session 1—Defined-Benefit Pension Plans: A Look at the Landscape

Complexity Science: What It Is and Why You Want to Know About It (follow up: #20)

Data Issues for Disability Analysis 29 IF

Accounting Topics for Disability Insurers 79 PD

Risk Adjustment Under Reform 55 TS

Medical Trends 101 26 TS

Predictive Modeling under ACA 28 TS

Reserving 84 PD

Disease Management and Wellness ROI 76 TS

Medicare Supplement Pricing: Yesterday and Today 54 PD


Text Mining: Approaches and Applications 61 PD

Actuarial Control Cycle, Case Studies and Measurement 87 PD

Current Medical Trend Drivers 17 PD

Predictive Modeling for Disability Insurance 50 TS

Risk Management Approaches to Worksite Disability Products 19 PD

Group Disability Pricing Issues 59 OF

Solving Actuarial Problems with Complexity Science 81 PD

18 TS

Credibility and Health Benefits 30 TS

Apps for Actuaries 44 OF

Rebate Reserves Under ACA MLR Requirements 12 PD


IDEC Update 45 PD

Actuarial Software 31 PD

Guidance for the New Appointed Actuary 37 PD


Introduction to Asset Modeling Concepts 42 TS

Advanced Embedded Value and MCEV 46 PD



Principle-Based Valuation and Capital Determination for Variable Annuities 18 PD


Long-Term Care Reserving 20 IF

Replicating Portfolios and Model Compression 48 PD


Advanced Embedded Value and MCEV 50 PD

Managing Tail Risk 7 PD

Impact of Policyholder Behavior 34 PD


Financial Reporting and Hedging Strategies: When Hedging with a View 35 PD

Economic Scenario Generators 57 TS

Plan Termination Seminar: Session 4—Getting It Done 118 OF

Stochastic Modeling within an LTC Framework 133 PD


Identifying and Managing Risk in Product Design 136 PD

Uncertainty in Risk Adjustment and Nontraditional Variables—SOA Sponsored Research Projects

Is the Arithmetic Mean of Past Returns the Best Estimate for the Future? 17 PD

Complexity Science: What it is and Why You Want to Know About it 18 L


Pricing Trends—Part I 37 PD

Improving Liability Benchmarks and Pension Risk Management Strategies 41 PD

An Introduction to Company Tax 46 WS

Impact of IFRS/Solvency II Regimes on Reinsurance Accounting 47 PD

Pricing Trends—Part II 48 PD

ACOs and Related Actuarial Issues 49 PD

Intercompany Insurance Company Expense Studies 50 WS

Retiree Medical Issues Post-Health Care Reform 59 PD

LTC Experience Trends 63 PD

Health Tax Reserve Issues and Selected Affordable Care Act Issues 65 TS

The Latest on Mortality 67 PD

Modeling Complex Systems in Health Care 68 PD

69 OF

71 PD

Unique Issues for Hybrid Plans 72 PD

Applications of Econometric and Bayesian Methods 74 PD

Complexity Science: Behavioral Economics 75 TS

Principle-Based Approach to Reserves and Accounting 77 PD

ROI Measurement for Disease Management and Wellness Programs 80 PD

VA Hedging With a View—An Alternative to (Risk Neutral) Greeks Matching 82 PD

How Regulation of Risk Can Affect Risk 89 L

ERM: Economic Capital Models, "Own Risk Solvency Assessment," Solvency II and You

Public Pension Plans—Financing, Accounting and a Framework for Risk Management



n.a.:not available

Competency Session Title Meeting Slides

Communication How to Talk to Your Clients, Noncore Credit 90 Minutes 42PD 2010 Annual Meeting 4.09 x xCommunication Actuarial Presentation and Selling 55 PD 2010 Health Meeting 3.19 x xCommunication Getting Your Point Across: Talking to Non-Technical Audiences 40PD 2010 Life & Annuity Symposium 4.27 x xCommunication Plain Talk for Actuaries 42 PD 2010 Valuation Actuary Symposium 4.71 xCommunication Actuarial Opinions for Health Organizations 6 PD 2010 Valuation Actuary Symposium 3.90 x x

External Forces & Industry Knowledge 133PD 2010 Annual Meeting 4.75 x xExternal Forces & Industry Knowledge Current Federal Income Tax Topics 69PD 2010 Annual Meeting 4.57 x xExternal Forces & Industry Knowledge The Efficient Market Hypothesis and the Current Market Environment 130PD 2010 Annual Meeting 4.52 x xExternal Forces & Industry Knowledge Current Topics Affecting Smaller Insurance Companies 83BG 2010 Annual Meeting 4.42 xExternal Forces & Industry Knowledge Health Care Trend 76PD 2010 Annual Meeting 4.21 xExternal Forces & Industry Knowledge The LTC Compact and Its Impact 124PD 2010 Annual Meeting 4.17 x xExternal Forces & Industry Knowledge Complexity Science: What it is and Why You Want to Know About it 57L 2010 Annual Meeting 4.14 x xExternal Forces & Industry Knowledge Late Breaking Developments for Pension Plans, Core Credit 90 Minutes 78PD 2010 Annual Meeting 4.13 x xExternal Forces & Industry Knowledge Nontraditional Careers for Actuaries—Meet Some Pioneers 102PD 2010 Annual Meeting 4.07 x

External Forces & Industry Knowledge 119PD 2010 Annual Meeting 4.04 x xExternal Forces & Industry Knowledge Products for the Retirement Market 135PD 2010 Annual Meeting 4.02 x xExternal Forces & Industry Knowledge Update on SOA Pre-qualifications and Continuing Education 46PD 2010 Annual Meeting 3.98 x xExternal Forces & Industry Knowledge Annuity Product Development Trends and Issues 26PD 2010 Annual Meeting 3.95 x xExternal Forces & Industry Knowledge So How's Life Treating You? An Update to the Life Product Market 80PD 2010 Annual Meeting 3.94 x xExternal Forces & Industry Knowledge Product Development in a Principle-Based Environment 67PD 2010 Annual Meeting 3.93 x xExternal Forces & Industry Knowledge Hot Topic - TBA 71PD 2010 Annual Meeting 3.90 x xExternal Forces & Industry Knowledge After the Crisis—The Regulatory Response 91PD 2010 Annual Meeting 3.90 x xExternal Forces & Industry Knowledge Untapped Opportunities for Actuaries in Health: The Next Frontier 115OF 2010 Annual Meeting 3.78 x x

External Forces & Industry Knowledge 65PD 2010 Annual Meeting 3.78 x xExternal Forces & Industry Knowledge U.S. Health Care Reform—Footing the Bill 86OF 2010 Annual Meeting 3.78 x x

External Forces & Industry Knowledge 24PD 2010 Annual Meeting 3.77 x xExternal Forces & Industry Knowledge IFRS: The Future of Accounting to Insurance and its Implications 58PD 2010 Annual Meeting 3.75 x xExternal Forces & Industry Knowledge Regulatory Update (IFRS, Solvency II, Principle-Based Reserves) 39PD 2010 Annual Meeting 3.70 x xExternal Forces & Industry Knowledge Hot Topics in the Principle-Based Approach to Reserves and Capital 92PD 2010 Annual Meeting 3.64 x xExternal Forces & Industry Knowledge Solvency II, Equivalence and its Implications for U.S. Insurers 77PD 2010 Annual Meeting 3.63 x xExternal Forces & Industry Knowledge Medicare Advantage 17PD 2010 Annual Meeting 3.62 x xExternal Forces & Industry Knowledge State Initiatives: What are States Doing to Address Health Care Reform? 36PD 2010 Annual Meeting 3.58 x xExternal Forces & Industry Knowledge Capital and Liquidity Management After the Crisis 117PD 2010 Annual Meeting 3.48 x xExternal Forces & Industry Knowledge Policyholder Behavior 74PD 2010 Annual Meeting 3.47 x xExternal Forces & Industry Knowledge The Value of Wellness Rewards 128IF 2010 Annual Meeting 3.45 xExternal Forces & Industry Knowledge What is New With the NAIC, ACLI, SOA, FASB and IASB? 16PD 2010 Annual Meeting 3.39 x xExternal Forces & Industry Knowledge Comprehensive Actuarial Risk Evaluation 37TS 2010 Annual Meeting 3.26 x x

External Forces & Industry Knowledge 59PD 2010 Annual Meeting 3.17 x x

Session Number


Slides and Audio

Executive Retirement Benefits—Navigating the Changing Landscape, Noncore Credit 75 Minutes

Impact of Housing on Economic Security in Retirement, Noncore Credit 75 Minutes

Around the World in 90 Minutes: Global Issues in Pension Policy, Noncore Credit 90 Minutes

Plan and Individual Management for Retirement: Aftermath of the Economic Crisis, Noncore Credit 90 Minutes

Developments in Financial Reporting and ERM: What Health Actuaries Need to Know

External Forces & Industry Knowledge Some Actuarial Perspectives on Asia 116PD 2010 Annual Meeting 3.04 x xExternal Forces & Industry Knowledge Disability Income Special Interest Group Hot Breakfast 1 2010 Health Meeting n.a. xExternal Forces & Industry Knowledge Impact of Specific Health Conditions on Medical Costs 7 PD 2010 Health Meeting 4.25 x x

External Forces & Industry KnowledgeThe Delivery of Health Care: Preventing, Diagnosing and Treating Chronic Disease

38 PD 2010 Health Meeting 4.17 xExternal Forces & Industry Knowledge Medicare Advantage 6 PD 2010 Health Meeting 4.10 x xExternal Forces & Industry Knowledge Trends in Group Health Benefits 44 PD 2010 Health Meeting 4.06 x xExternal Forces & Industry Knowledge State of the Stop Loss Market 20 PD 2010 Health Meeting 4.03 x xExternal Forces & Industry Knowledge Risk Management Issues in Short Term Disability 66 PD 2010 Health Meeting 4.03 x xExternal Forces & Industry Knowledge Hot Topics 47 PD 2010 Health Meeting 4.00 x xExternal Forces & Industry Knowledge ICD-10: Implications on Pricing, Reserving, IT and Strategy 46 PD 2010 Health Meeting 3.93 x xExternal Forces & Industry Knowledge Role of the Actuary in Quality and Evidence Based Medicine 62 PD 2010 Health Meeting 3.92 xExternal Forces & Industry Knowledge Disability Insurance and the Great Recession 30 IF 2010 Health Meeting 3.90 xExternal Forces & Industry Knowledge Future Trend Drivers: Methods to Monitor and Impact Trend 76 PD 2010 Health Meeting 3.88 x x

External Forces & Industry Knowledge 5 PD 2010 Health Meeting 3.87 xExternal Forces & Industry Knowledge Historical and Recent Health Cost Trends 52 PD 2010 Health Meeting 3.87 xExternal Forces & Industry Knowledge It's all about the Consumer 16 PD 2010 Health Meeting 3.82 xExternal Forces & Industry Knowledge Overinsurance Risk in Disability Insurance 11 BG 2010 Health Meeting 3.75 xExternal Forces & Industry Knowledge The Use of Electronic Health Information in Actuarial Practice 26 PD 2010 Health Meeting 3.75 x xExternal Forces & Industry Knowledge Decoding State and Federal Regulations in Light of Health Care Reform 43 PD 2010 Health Meeting 3.75 x xExternal Forces & Industry Knowledge Medicare Part D 2010 and Beyond 58 PD 2010 Health Meeting 3.75 x xExternal Forces & Industry Knowledge Measuring Outcomes and the Health Care Ecosystem 40 PD 2010 Health Meeting 3.72 x xExternal Forces & Industry Knowledge Impact of Health Care Reform by Market Segment 36 PD 2010 Health Meeting 3.68 x x

External Forces & Industry Knowledge 81 PD 2010 Health Meeting 3.65 x xExternal Forces & Industry Knowledge The Future For LTC Insurance 48 PD 2010 Health Meeting 3.62 x xExternal Forces & Industry Knowledge Medicare Supplement: Critical Factors for Success 24 PD 2010 Health Meeting 3.58 x xExternal Forces & Industry Knowledge Provider Contracting Update: Implications on Trends, Pricing and Strategy 15 PD 2010 Health Meeting 3.50 x xExternal Forces & Industry Knowledge Disease Management Update 74 PD 2010 Health Meeting 3.48 x xExternal Forces & Industry Knowledge Issues and Trends for Health Insurance Companies and Reinsurers 29 PD 2010 Health Meeting 3.38 x xExternal Forces & Industry Knowledge Reserve & Capital Financing for Insurance Products - A Market Update 11PD 2010 Life & Annuity Symposium n.a. xExternal Forces & Industry Knowledge Pandemics 41PD 2010 Life & Annuity Symposium 4.27 x xExternal Forces & Industry Knowledge The Current Economic Landscape 21PD 2010 Life & Annuity Symposium 4.20 xExternal Forces & Industry Knowledge Federal Income Tax Update 42PD 2010 Life & Annuity Symposium 4.14 xExternal Forces & Industry Knowledge The Convergence of Accounting Standards for Insurance 51PD 2010 Life & Annuity Symposium 3.89 xExternal Forces & Industry Knowledge Life Insurance Products: Protection Products 43OF 2010 Life & Annuity Symposium 3.80 x xExternal Forces & Industry Knowledge Regulatory and Tax Update for Product Actuaries 24OF 2010 Life & Annuity Symposium 3.68 x xExternal Forces & Industry Knowledge The Economics of Life Insurance Distribution/Emerging Trends 33PD 2010 Life & Annuity Symposium 3.67 x xExternal Forces & Industry Knowledge Update on Indexed Life and Annuity 78PD 2010 Life & Annuity Symposium 3.64 x xExternal Forces & Industry Knowledge Life Insurance Products: Protection Products 54OF 2010 Life & Annuity Symposium 3.61 x xExternal Forces & Industry Knowledge Update on Indexed Life and Annuity 73PD 2010 Life & Annuity Symposium 3.61 x xExternal Forces & Industry Knowledge What's New in SOA Research 61PD 2010 Life & Annuity Symposium 3.50 x xExternal Forces & Industry Knowledge Federal Income Tax Topics 27 WS 2010 Valuation Actuary Symposium 4.39 xExternal Forces & Industry Knowledge Statutory Life & Annuity Valuation Issues 7 PD 2010 Valuation Actuary Symposium 4.23 xExternal Forces & Industry Knowledge Appointed Actuary Boot Camp 26 PD 2010 Valuation Actuary Symposium 4.10 xExternal Forces & Industry Knowledge Valuation Actuary Consideration in Health Reform 13 OF 2010 Valuation Actuary Symposium 4.06 xExternal Forces & Industry Knowledge Statutory Life & Annuity Valuation Issues 1 PD 2010 Valuation Actuary Symposium 4.02 x x

External Forces & Industry Knowledge33 TS 2010 Valuation Actuary Symposium 4.00 x x

External Forces & Industry Knowledge International Financial Reporting Standards 31 PD 2010 Valuation Actuary Symposium 3.99 x x

Comparative Health Care Systems: What Can We Learn from Examining the Health Care Systems of Other Countries?

Medicare: The A/B Plan Design and How It Relates to Medicare Advantage Part C and Medicare Supplement

Recent Market Trends with European Embedded Value / Market Consistent Embedded Value Reporting

External Forces & Industry Knowledge Introduction to Economic Capital 36 TS 2010 Valuation Actuary Symposium 3.93 x xExternal Forces & Industry Knowledge Contract Reserves for Health Actuaries 34 OF 2010 Valuation Actuary Symposium 3.91 xExternal Forces & Industry Knowledge The Future Regulatory Environment for Life Insurers and Reinsurers 38 PD 2010 Valuation Actuary Symposium 3.80 xExternal Forces & Industry Knowledge Convergence of Accounting Approaches – (U.S. GAAP and IFRS) 37 PD 2010 Valuation Actuary Symposium 3.75 x xExternal Forces & Industry Knowledge GAAP Issues 8 PD 2010 Valuation Actuary Symposium 3.66 x xExternal Forces & Industry Knowledge Current Regulatory Issues and Their Impact on Reinsurance 15 PD 2010 Valuation Actuary Symposium 3.62 xExternal Forces & Industry Knowledge Model Audit – Documentation and best practices 23 PD 2010 Valuation Actuary Symposium 3.53 x xExternal Forces & Industry Knowledge Solvency II 4 PD 2010 Valuation Actuary Symposium 3.53 x xExternal Forces & Industry Knowledge FASB/IASB Insurance Contract Project Update for Health Actuaries 21 PD 2010 Valuation Actuary Symposium 3.38 xLeadership I'm Hyperventilating: How to Change Your Life in 17 Minutes! 63IF 2010 Annual Meeting 4.08 x xLeadership Effectively Marketing and Leveraging Your Skills 12 PD 2010 Health Meeting 4.00 xLeadership Want Happiness with Your Job? Guide Your Career to Find Your Calling. 59 L 2010 Health Meeting 4.00 x xLeadership MPD Continental Breakfast: Book Review 2 2010 Health Meeting 3.54 xLeadership Mentoring For Business Performance and Personal Development 20PD 2010 Life & Annuity Symposium 4.00 x xLeadership Strategy Session 12 PD 2010 Valuation Actuary Symposium 3.29 x xProfessional Values How Can I Meet the Continuing Education Requirement? 70IF 2010 Annual Meeting 4.51 x xProfessional Values Actuarial Standards Board and the Newly Revised ASOPs 44IF 2010 Annual Meeting 3.49 x

Professional Values 22 PD 2010 Health Meeting 4.32 x xProfessional Values Professionalism in the Everyday Life of an Actuary 29IF 2010 Life & Annuity Symposium 4.57 xProfessional Values Peer Review Techniques to Optimize Quality 75PD 2010 Life & Annuity Symposium 4.18 x x

Professional Values57PD 2010 Life & Annuity Symposium 3.94 x x

Professional Values Beginner's Guide to the Illustration Model Regulations and ASOP 24 71PD 2010 Life & Annuity Symposium 3.36 x xProfessional Values Seeking Single CPD credit 35 IF 2010 Valuation Actuary Symposium 4.70 xProfessional Values Professionalism in the Everyday Life of An Actuary 28 IF 2010 Valuation Actuary Symposium 4.28 x

Relationship Management & Interpersonal Collaboration Project Management Success Strategies 90L 2010 Annual Meeting 4.05 x xRelationship Management & Interpersonal Collaboration Lead the Leaders: Working with National Accounts Customers 75 PD 2010 Health Meeting 3.89 x xRelationship Management & Interpersonal Collaboration Working Effectively with Your Employer Clients' Auditors 79 PD 2010 Health Meeting 3.83 x xRelationship Management & Interpersonal Collaboration Making the Most of the Actuarial/Underwriting Team 19 PD 2010 Health Meeting 3.30 x x

Relationship Management & Interpersonal Collaboration It's a Small World: Virtual Office Management56IF 2010 Life & Annuity Symposium n.a. x

Relationship Management & Interpersonal Collaboration Product Development Process - Part III62PD 2010 Life & Annuity Symposium 4.22 x x

Relationship Management & Interpersonal Collaboration One Small Step for Today...One Giant Leap for Your Career!10IF 2010 Life & Annuity Symposium 4.00 x

Relationship Management & Interpersonal Collaboration48L 2010 Life & Annuity Symposium 3.84 x

Relationship Management & Interpersonal Collaboration What ALM and Financial Actuaries Wished Product Actuaries Knew81PD 2010 Life & Annuity Symposium 3.45 x x

Relationship Management & Interpersonal CollaborationCan you do less to get further in your career? 41 L 2010 Valuation Actuary Symposium 3.13 x

Results-Oriented Solutions Gaps in a DC World, Noncore Credit 90 Minutes 79PD 2010 Annual Meeting 4.45 x xResults-Oriented Solutions Absence Management and Disability Programs 60PD 2010 Annual Meeting 4.44 x xResults-Oriented Solutions The Great Product Feature Debate 96D 2010 Annual Meeting 4.33 xResults-Oriented Solutions Entrepreneurial Actuary is not an Oxymoron 84PD 2010 Annual Meeting 4.11 xResults-Oriented Solutions Electronic Commerce in the Life Insurance Industry 15PD 2010 Annual Meeting 4.06 xResults-Oriented Solutions High Performance Computing and the Actuary 122PD 2010 Annual Meeting 4.05 x xResults-Oriented Solutions Individual Insurance and Small Group Health Insurance 18PD 2010 Annual Meeting 3.92 x xResults-Oriented Solutions Beyond CDH: Consumerism Products Today 93PD 2010 Annual Meeting 3.76 x xResults-Oriented Solutions Specialty, Rx and Voluntary Products in a Health Care Reform Environment 35PD 2010 Annual Meeting 3.71 x xResults-Oriented Solutions VA Hedge Program and Management of Basic Risk 34PD 2010 Annual Meeting 3.38 x x

The Revised Qualification Standards and Continuing Professional Development Apply to You

The Revised Qualification Standards and Continuing Professional Development Apply to You

Emotional Intelligence: The Competitive Advantage in Driving Individual Development and Organizational Change

Results-Oriented Solutions Investment Strategy of Asset Portfolios 19PD 2010 Annual Meeting 3.37 x xResults-Oriented Solutions Small Group Market Watch 65 WS 2010 Health Meeting n.a. xResults-Oriented Solutions Quality and Efficiency Update 9 PD 2010 Health Meeting 4.17 x xResults-Oriented Solutions Small Group Market Watch 64 WS 2010 Health Meeting 4.11 xResults-Oriented Solutions Dental Workshop 17 WS 2010 Health Meeting 4.00 x

Results-Oriented Solutions Starting Your Own Company: What was Never on Exams that You Need to Know 31 IF 2010 Health Meeting 3.85 xResults-Oriented Solutions Consumer-Driven Health Plans and Developments in Product Design 25 PD 2010 Health Meeting 3.73 x xResults-Oriented Solutions Managing Customer Risk in a Challenging Environment 53 PD 2010 Health Meeting 3.20 x xResults-Oriented Solutions U.S. Treasury Experiences With TARP 59L 2010 Life & Annuity Symposium 4.50 x xResults-Oriented Solutions Product Development - Can We Admit Our Mistakes 58BG 2010 Life & Annuity Symposium 4.27 xResults-Oriented Solutions Developing Products in a Capital Constrained Environment 26PD 2010 Life & Annuity Symposium 3.93 x xResults-Oriented Solutions Developing Products in a Capital Constrained Environment 15PD 2010 Life & Annuity Symposium 3.88 x xResults-Oriented Solutions Issues in Structuring the Reinsurance Relationship 34PD 2010 Life & Annuity Symposium 3.78 x xResults-Oriented Solutions Measuring Profitability 25PD 2010 Life & Annuity Symposium 3.43 x xResults-Oriented Solutions Predictable or Unpredictable? Forecasting in the 21st Century 22PD 2010 Life & Annuity Symposium 3.35 xResults-Oriented Solutions Measuring Profitability 14PD 2010 Life & Annuity Symposium 3.23 x xStrategic Insight & Integration Risk Appetite for Variable Annuity 61PD 2010 Annual Meeting n.a. x xStrategic Insight & Integration After the LTCI Think Tank 62WS 2010 Annual Meeting 4.40 x xStrategic Insight & Integration 134PD 2010 Annual Meeting 4.13 x xStrategic Insight & Integration Quality and Efficiency Research 129PD 2010 Annual Meeting 4.06 x xStrategic Insight & Integration Risk Management Approaches to Group Long-Term Disability Insurance 94PD 2010 Annual Meeting 4.05 x xStrategic Insight & Integration Serving the Middle Market 132PD 2010 Annual Meeting 3.93 x x

Strategic Insight & Integration 120PD 2010 Annual Meeting 3.91 x xStrategic Insight & Integration Rating Agency Perspective 112PD 2010 Annual Meeting 3.90 x xStrategic Insight & Integration Public Finance—How Actuaries Should Consider Helping 28OF 2010 Annual Meeting 3.83 x x

Strategic Insight & Integration 68PD 2010 Annual Meeting 3.80 x x

Strategic Insight & Integration 30PD2010 Annual Meeting 3.75 x x

Strategic Insight & Integration Is Prediction Possible? 113TS 2010 Annual Meeting 3.73 xStrategic Insight & Integration Managing Systemic Risk in an Enterprise Risk Management Framework 20PD 2010 Annual Meeting 3.67 xStrategic Insight & Integration On the Role of the Actuary in a Changing World 126L 2010 Annual Meeting 3.62 x

Strategic Insight & Integration 97PD 2010 Annual Meeting 3.44 x xStrategic Insight & Integration CFO Panel 33PD 2010 Annual Meeting 3.38 xStrategic Insight & Integration Untap Your Career Potential in Health Care 63 PD 2010 Health Meeting 4.03 x xStrategic Insight & Integration The Next Generation of Cost Control: Back to the Future? 86 PD 2010 Health Meeting 3.83 x xStrategic Insight & Integration Entrepreneurial Actuary is not an Oxymoron 67PD 2010 Life & Annuity Symposium 4.38 x xStrategic Insight & Integration Actuaries in Non-Traditional Actuarial Roles - Turning Over All Stones 28PD 2010 Life & Annuity Symposium 4.20 x xStrategic Insight & Integration Product Development Process - Part II 52PD 2010 Life & Annuity Symposium 4.04 x xStrategic Insight & Integration Policyholder Behavior - Part I 60PD 2010 Life & Annuity Symposium 3.92 x xStrategic Insight & Integration VA GLB Risk Management Trends 45IF 2010 Life & Annuity Symposium 3.79 xStrategic Insight & Integration Product Development Process - Part I 44PD 2010 Life & Annuity Symposium 3.77 x xStrategic Insight & Integration Policyholder Behavior: News From the Front - Part II 72PD 2010 Life & Annuity Symposium 3.67 x xStrategic Insight & Integration Review of Variable Annuity Hedge Effectiveness 68PD 2010 Life & Annuity Symposium 3.40 x xStrategic Insight & Integration Advanced Reinsurance Topics 46PD 2010 Life & Annuity Symposium 3.30 x xStrategic Insight & Integration VA GLB Risk Management Trends 53IF 2010 Life & Annuity Symposium 3.25 xStrategic Insight & Integration Impact of Policyholder Behavior 40 PD 2010 Valuation Actuary Symposium 3.96 xStrategic Insight & Integration Using Asset Liability Management (ALM) to Improve General Account Results 10 PD 2010 Valuation Actuary Symposium 3.85 x

ERM and its Applications to Pensions, Noncore Credit 75 Minutes

Product Development Process—Speed to Market or Organization, Process and Tools

How to Lose a Million Bucks Without Really Trying: Oversights in Negotiating Life Reinsurance Treaties

Retirement 20/20: Eyes on the Future—A Summary of New Retirement Designs Proposed Through Our Call for Models Contest, Noncore Credit 90 Minutes

The Future Effects of Emerging Changes on Life Insurance Products and Distribution

Strategic Insight & Integration The Future of Financial Reinsurance 30 PD 2010 Valuation Actuary Symposium 3.79 xStrategic Insight & Integration Enterprise Risk Management: Beyond the Financial Crisis 44 PD 2010 Valuation Actuary Symposium 2.71 x xTechnical Skills & Analytical Problem Solving AG 43 (VACARVM)—Up and Running 81PD 2010 Annual Meeting n.a. x xTechnical Skills & Analytical Problem Solving Deferred Tax: An Actuarial, Tax and Regulatory View 136PD 2010 Annual Meeting 4.41 x xTechnical Skills & Analytical Problem Solving Social Insurance Projections: Methods and Models 125OF 2010 Annual Meeting 4.38 x xTechnical Skills & Analytical Problem Solving Mortality Update 66PD 2010 Annual Meeting 4.35 x xTechnical Skills & Analytical Problem Solving Gartner Survey—The Actuarial Technology Perfect Storm 137PD 2010 Annual Meeting 4.32 xTechnical Skills & Analytical Problem Solving Solving Actuarial Problems With Complexity Science 75TS 2010 Annual Meeting 4.27 x xTechnical Skills & Analytical Problem Solving Social Insurance Projections: Uncertainty and Communications 138OF 2010 Annual Meeting 4.17 x xTechnical Skills & Analytical Problem Solving Statutory Hybrid Plans, Core Credit 75 Minutes 118PD 2010 Annual Meeting 4.16 x x

Technical Skills & Analytical Problem Solving 43PD 2010 Annual Meeting 4.15 x xTechnical Skills & Analytical Problem Solving PPA Update: Where are We Now? Core Credit 90 Minutes 64PD 2010 Annual Meeting 4.15 x x

Technical Skills & Analytical Problem Solving 98PD 2010 Annual Meeting 4.10 xTechnical Skills & Analytical Problem Solving De-Risking Pension Plans, Noncore Credit 90 Minutes 23PD 2010 Annual Meeting 4.09 x xTechnical Skills & Analytical Problem Solving Underwriting Cancers: The Changing Landscape in Risk 82IF 2010 Annual Meeting 4.09 xTechnical Skills & Analytical Problem Solving The Design and Control of Efficient VA Models 131PD 2010 Annual Meeting 4.06 x xTechnical Skills & Analytical Problem Solving Quality Control 101PD 2010 Annual Meeting 3.97 x xTechnical Skills & Analytical Problem Solving Managing a Frozen Pension Plan, Core Credit 75 Minutes 47PD 2010 Annual Meeting 3.91 xTechnical Skills & Analytical Problem Solving Provider Payment Reform and Risk Adjustment 114L 2010 Annual Meeting 3.86 x xTechnical Skills & Analytical Problem Solving So You Want to Offer Combination Products…. 38PD 2010 Annual Meeting 3.86 x x

Technical Skills & Analytical Problem Solving 40OF 2010 Annual Meeting 3.86 x xTechnical Skills & Analytical Problem Solving Risk Adjusted Performance Measurement: Alternative Viewpoints 123PD 2010 Annual Meeting 3.85 x xTechnical Skills & Analytical Problem Solving Reporting Beyond NAIC and U.S. GAAP 73WS 2010 Annual Meeting 3.85 xTechnical Skills & Analytical Problem Solving Market Consistent Pricing 100PD 2010 Annual Meeting 3.78 xTechnical Skills & Analytical Problem Solving The Latest on Morbidity Improvement 21PD 2010 Annual Meeting 3.76 x xTechnical Skills & Analytical Problem Solving 104PD 2010 Annual Meeting 3.75 xTechnical Skills & Analytical Problem Solving Actuarial Efficiency in Modeling and Valuation 32PD 2010 Annual Meeting 3.74 x x

Technical Skills & Analytical Problem Solving 121PD 2010 Annual Meeting 3.73 x xTechnical Skills & Analytical Problem Solving Illustration Actuary: Responsibilities Refresher Course 41TS 2010 Annual Meeting 3.70 x xTechnical Skills & Analytical Problem Solving Predictive Modeling—What Can We Learn From Each Other? 25PD 2010 Annual Meeting 3.61 x xTechnical Skills & Analytical Problem Solving Managing Risk through Product Design 85PD 2010 Annual Meeting 3.39 x xTechnical Skills & Analytical Problem Solving Social Insurance Projections: Migration 1 140OF 2010 Annual Meeting 3.30 x xTechnical Skills & Analytical Problem Solving Social Insurance Projections: Migration 2 141OF 2010 Annual Meeting 3.25 x xTechnical Skills & Analytical Problem Solving Where Theory Meets Practice 27PD 2010 Annual Meeting 3.13 x xTechnical Skills & Analytical Problem Solving The "Flaws" of Law of Large Numbers 95PD 2010 Annual Meeting 3.02 x xTechnical Skills & Analytical Problem Solving Predictive Modeling Update 83 PD 2010 Health Meeting n.a. x xTechnical Skills & Analytical Problem Solving Applications of Complexity Science for Health Actuaries 78 TS 2010 Health Meeting 4.71 xTechnical Skills & Analytical Problem Solving Getting a Grip on Claims Seasonality 56 TS 2010 Health Meeting 4.67 x xTechnical Skills & Analytical Problem Solving Hot Topics in Group Life 37 IF 2010 Health Meeting 4.50 x

Technical Skills & Analytical Problem Solving 82 PD 2010 Health Meeting 4.45 x x

Technical Skills & Analytical Problem SolvingActuarially Sound Medicaid Managed Care Rates and State Budgets: The Dilemma

28 PD 2010 Health Meeting 4.28 x xTechnical Skills & Analytical Problem Solving GAAP Convergence to International Accounting: The Revolution Approaches 27 PD 2010 Health Meeting 4.09 x xTechnical Skills & Analytical Problem Solving Statistics for Reading the Health Services and Policy Literature 45 WS 2010 Health Meeting 4.09 xTechnical Skills & Analytical Problem Solving Medicaid LTC Program Comparisons and Rating Issues 39 PD 2010 Health Meeting 4.00 x xTechnical Skills & Analytical Problem Solving IFRS and Disability Insurance 84 TS 2010 Health Meeting 3.95 x xTechnical Skills & Analytical Problem Solving Group LTD Experience Committee Update 21 PD 2010 Health Meeting 3.88 x x

Derivatives and Alternative Investments for Pension Plans, Noncore Credit 90 Minutes

PPA Pension Funding Relief: Is the Cure Worse than the Disease? Core Credit 90 Minutes

Historical Rates of Mortality Improvement and Tolls for Future Improvement Projection

Assumption Setting for Retirement Plans, Core Credit 75 Minutes

Considerations and Differences Between Reinsuring Small Limited-Underwriting Products vs. Fully Underwritten Large Amount Policies

Implementing the Mental Health and Addiction Equity Act of 2008: Results and Trends to Date

Technical Skills & Analytical Problem Solving Health Pricing 34 PD 2010 Health Meeting 3.86 x xTechnical Skills & Analytical Problem Solving Wellness Program ROI 54 PD 2010 Health Meeting 3.81 xTechnical Skills & Analytical Problem Solving ERM in Health Insurance Companies: Adding Value 68 PD 2010 Health Meeting 3.68 x xTechnical Skills & Analytical Problem Solving LTC Pricing Mechanics and Profit Expectations 18 PD 2010 Health Meeting 3.59 x xTechnical Skills & Analytical Problem Solving Individual Disability Experience Committee Update 77 PD 2010 Health Meeting 3.58 x xTechnical Skills & Analytical Problem Solving A Closer Look at Disability Product Features 57 PD 2010 Health Meeting 3.51 x xTechnical Skills & Analytical Problem Solving Maintaining and Eliminating Legacy Systems 41 PD 2010 Health Meeting 3.33 x xTechnical Skills & Analytical Problem Solving Post Level Term Period Experience: Are Your Profit Projections Accurate? 63OF 2010 Life & Annuity Symposium 4.58 x xTechnical Skills & Analytical Problem Solving Federal Income Tax Modeling and Reporting Issues 31PD 2010 Life & Annuity Symposium 4.00 x xTechnical Skills & Analytical Problem Solving Longevity and Retirement Products 32PD 2010 Life & Annuity Symposium 3.90 x xTechnical Skills & Analytical Problem Solving Integrating Risk Management Into Product Designs and Pricing 49PD 2010 Life & Annuity Symposium 3.89 xTechnical Skills & Analytical Problem Solving Current Issues Complying with Illustration Regulations and ASOP 24 79PD 2010 Life & Annuity Symposium 3.87 x xTechnical Skills & Analytical Problem Solving Combination Product Pricing 16IF 2010 Life & Annuity Symposium 3.85 xTechnical Skills & Analytical Problem Solving What does CTE reveal ? 76PD 2010 Life & Annuity Symposium 3.81 x xTechnical Skills & Analytical Problem Solving Risk Management at the Point of Sale 70PD 2010 Life & Annuity Symposium 3.67 x xTechnical Skills & Analytical Problem Solving Implications of Principal Based Approach 13PD 2010 Life & Annuity Symposium 3.46 x xTechnical Skills & Analytical Problem Solving What is the 'X-factor'? 23PD 2010 Life & Annuity Symposium 3.45 x xTechnical Skills & Analytical Problem Solving Risk Management at the Point of Sale 80PD 2010 Life & Annuity Symposium 3.40 x x

Technical Skills & Analytical Problem Solving12PD 2010 Life & Annuity Symposium 3.33 x x

Technical Skills & Analytical Problem Solving Credibility Theory 25 TS 2010 Valuation Actuary Symposium 4.39 x xTechnical Skills & Analytical Problem Solving Replicating Portfolios and Model Compression 22 PD 2010 Valuation Actuary Symposium 4.32 xTechnical Skills & Analytical Problem Solving Avoiding Statistical Pitfalls in Actuarial Work 11 TS 2010 Valuation Actuary Symposium 4.29 x xTechnical Skills & Analytical Problem Solving Asset Modeling Concepts 39 TS 2010 Valuation Actuary Symposium 4.09 xTechnical Skills & Analytical Problem Solving Principle-Based Valuation and Capital Determination for Variable Annuities 32 PD 2010 Valuation Actuary Symposium 3.94 xTechnical Skills & Analytical Problem Solving Principle-Based Approach for Non-Variable Annuities 46 PD 2010 Valuation Actuary Symposium 3.94 x xTechnical Skills & Analytical Problem Solving Reviewing and Validating Actuarial Models 9 PD 2010 Valuation Actuary Symposium 3.81 x xTechnical Skills & Analytical Problem Solving What’s New in Reserve Financing for Life Insurance Products 3 PD 2010 Valuation Actuary Symposium 3.79 x xTechnical Skills & Analytical Problem Solving Advanced Embedded Value and MCEV 45 PD 2010 Valuation Actuary Symposium 3.79 x xTechnical Skills & Analytical Problem Solving Implications of Principle-Based Approaches to Capital Determination 24 PD 2010 Valuation Actuary Symposium 3.77 xTechnical Skills & Analytical Problem Solving Model Efficiency 20 TS 2010 Valuation Actuary Symposium 3.76 x xTechnical Skills & Analytical Problem Solving Economic Scenario Generators: Do They Properly Represent Tail Events? 47 PD 2010 Valuation Actuary Symposium 3.72 x xTechnical Skills & Analytical Problem Solving Valuation Software 5 PD 2010 Valuation Actuary Symposium 3.67 xTechnical Skills & Analytical Problem Solving Principle Based Reserves 18 PD 2010 Valuation Actuary Symposium 3.57 x xTechnical Skills & Analytical Problem Solving Managing Tail Risk 2 PD 2010 Valuation Actuary Symposium 3.52 x xTechnical Skills & Analytical Problem Solving Controls in a Stochastic Valuation Environment 19 PD 2010 Valuation Actuary Symposium 3.32 x x

Risk Management Practice in Insurance Companies and Banks for Variable Annuities

Competency Workbook

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