Additional Information

Program Information

This program outlines the schedule for all sessions. A final program and program summary listing all room locations will be distributed at the meeting.

Session Formats

This symposium includes the following formats:

Buzz Group (BG) consists of a large group of participants divided into small units, usually of no more than six participants each, meeting simultaneously. The purpose of the group is to react to a topic or a charge given to them.

Interactive Forum (IF) is an actively moderated session which includes significant audience discussion of the topic.

Open Forum (OF) is a broad discussion of a topic with high levels of audience participation.

Panel Discussion (PD) consists of experts presenting specific topics with limited audience participation.

Teaching Session (TS) is a detailed, how-to approach to the stated subject matter conducted with a small group of participants.

Workshop (WS) is an informal discussion of a topic structured for a small group of participants.

Antitrust Disclaimer

Active participation in the Society of Actuaries is an important aspect of membership. However, any Society activity that arguably could be perceived as a restraint of trade exposes the SOA and its members to antitrust risk. Accordingly, meeting participants should refrain from any discussion which may provide the basis for an inference that they agreed to take any action relating to prices, services, production, allocation of markets or any other matter having a market effect. These discussions should be avoided both at official SOA meetings and informal gatherings and activities. In addition, meeting participants should be sensitive to other matters that may raise particular antitrust concern: membership restrictions, codes of ethics or other forms of self-regulation, product standardization or certification. The following are guidelines that should be followed at all SOA meetings, informal gatherings and activities:

• DON'T discuss your own, your firm's, or others' prices or fees for service, or anything that might affect prices or fees, such as costs, discounts, terms of sale, or profit margins.
• DON'T stay at a meeting where any such price talk occurs.
• DON'T make public announcements or statements about your own or your firm's prices or fees, or those of competitors, at any SOA meeting or activity.
• DON'T talk about what other entities or their members or employees plan to do in particular geographic or product markets or with particular customers.
• DON'T speak or act on behalf of the SOA or any of its committees unless specifically authorized to do so.
• DO alert SOA staff or legal counsel about any concerns regarding proposed statements to be made by the association on behalf of a committee or section.
• DO consult with your own legal counsel or the SOA before raising any matter or making any statement that you think may involve competitively sensitive information.
• DO be alert to improper activities, and don't participate if you think something is improper.

If you have specific questions, seek guidance from your own legal counsel or from the SOA's Executive Director or legal counsel.

SOA Presentation Disclaimer

Presentations are intended for educational purposes only and do not replace independent professional judgment. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of the Society of Actuaries, its cosponsors, or its committees. The Society of Actuaries does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented. Attendees should note that panel discussions, teaching sessions, lectures, debates and open forums are audio-recorded and may be published in various media, including print, audio and video formats without further notice.

Guest Presenters

Nonmember presenters are indicated with an asterisk (*) throughout the program.

MP3 Download Orders

As a special service to SOA members, MP3 downloads will be available to purchase for the entire meeting or individual sessions. The MP3 downloads provide an excellent information recap and are a great training tool and informational source. Watch for details on how to order on the Web site soon!

Reception

Attendees and their registered guests are invited to a reception on Thursday, September 25, from 6:00 to 7:30 p.m. Enjoy a fabulous opportunity to network with your friends and colleagues.

Weather and Attire

Business casual attire is appropriate for the symposium sessions and related functions. Please remember that temperatures in meeting rooms may vary greatly and is a good idea to have a light jacket or sweater with you.

Cyber City

Need to stay connected? The SOA is providing a small bank of computers at the Renaissance Washington to allow you to access your e–mail account during the meeting. Cyber City hours and location will be posted at the hotel and listed in the final program.

Travel Agency

Gant Travel Management is the Society of Actuaries' official travel agency. Gant Travel is focused on savings, control and consistent service.

Call Gant Travel at 800.982.3929 or 630.227.3820. Reservation lines are open Monday–Friday, 8:00 a.m.–6:00 p.m. CST. You may also e–mail Gant Travel at soa@ganttravel.com.

Continuing Education Credit

The Society of Actuaries believes in good faith that this event constitutes an Organized Activity as defined by the current Qualification Standards. Under the standards, a credit hour is defined to be 50 minutes and hourly fractions may be counted. Please contact the American Academy of Actuaries at qualstandards@actuary.org to determine the number of Continuing Education Credits you may claim, or visit Actuary.org/qualstandards/ for further information.