SOA 2007 Annual Meeting & Exhibit

Below you will find handouts from various sessions at the SOA 2007 Annual Meeting, held in October, 2007 in Washington, D.C. Please note that some sessions have multiple handouts from different authors/presenters and that some handouts are not available for certain sessions.

• Session #1 (Handout Not Available)
• Management & Personal Development Section Reception: Strategies of the Savvy–Making Politics Work for You
• Liz Berney*, Michael M. Braunstein, ASA
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• Session #3
• Investment Section Breakfast
• Marc N. Altschull, FSA, David J. Merkel, FSA
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• Session #4 (Handout Not Available)
• Product Development Section Breakfast
• Jeffrey A. Beckley, FSA, R. Dale Hall, FSA
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• Session #8
• Retirement: Risk is Opportunity
• Laurel Beedon*, Ian G. Duncan, FSA, Robert B. Friedland*, Martha Priddy Patterson*
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• Session #9
• Life Settlements 101
• Anita A. Sathe, ASA, Donald D. Solow, FSA, Michael S. Taht, FSA, Donna K. Weninger, FSA
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• Session #10
• Potential Impact of a Pandemic on the U.S. Health Insurance System
• Thomas P. Edwalds, FSA, David T. Henderson, FSA, Jim Toole, FSA
•  
• Session #11
• Advanced Topics in Short–Term Disability Workshop
• Warren M. Cohen, FSA, Jeffrey L. Schuh, FSA
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• Session #12
• Principles–Based Reserving in Three Hours Part 1
• Andrew H. Dalton, FSA, Jerry F. Enoch, FSA, Alice M. Fontaine, FSA, Robert W. Guth, FSA, James M. Merwald, FSA
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• Session #13
• Emerging Capital Solutions
• David Addison, FSA, Alex Cowley, ASA, Ronald L. Klein, FSA, Graham W. G. Mackay, FSA
•  
• Session #14
• PPA 1: Pension Funding Rules Recap
• David R. Godofsky, FSA, Jeffrey Litwin, FSA, Kent Mason*
•  
• Session #15
• What Does the Future Hold for Smaller Insurance Companies?
• W. Howell Pugh, FSA, John E. Tiller, FSA, Angeles Yanez*
•  
• Session #16
• Life and Annuity Product Development–Year in Review
• Christine E. Dugan, FSA, Rhonda R. Elming, FSA, Elinor Friedman, FSA
•  
• Session #17
• Speaking for Success: Best Practices in Presenting–Part 1
• Laurie Schloff*, David M. Walczak, FSA
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• Session #18
• Business Intelligence for Actuaries: Tools, Technologies & Applications
• Steve Goren*, Paula M. Hodges, FSA
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• Session #19
• The Actuary as Entrepreneur: The Good, the Bad and the Ugly of Being an Independent Actuary
• Lina S. Cheung, FSA, Peter M. Coleman, ASA, Michael Lawrence Frank, ASA
•  
• Session #20
• Economic Capital Models
• Tamsin Abbey*, Patricia E. Matson, FSA, Hubert B. Mueller, FSA, Craig Turnbull*
•  
• Session #21
• Reserving Techniques for the Health Actuary
• David Allan Berry, FSA, Jonathan Mark Hendrickson, FSA, John C. Lloyd, FSA
•  
• Session #23
• Technology Section Luncheon
• Joseph Liuzzo, FSA, Carl J. Nauman, ASA, Kevin J. Pledge, FSA
•  
• Session #25
• Betting the Over/Under on Death with Life Settlements
• Nate Evans*, Stuart Hersch*, K. Michelle Moloney, FSA, John R. Skar, FSA, Bradley M. Smith, FSA
•  
• Session #26
• Analytics You Should Know but Don't
• Demitris Bertsimas*, Steven Lane Craighead, ASA
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• Session #27
• Key Findings from 2007 Post–Retirement Needs and Risks Survey
• Barbara Butrica*, Ruth Helman*, Anna M. Rappaport, FSA
•  
• Session #28 (Handout Not Available)
• Retiree Medical Plans–Public Sector
• Ronald Vincent Gresch, ASA, Kathleen E. Manning, FSA
•  
• Session #29
• A Market View of Long–Term Care Risk
• Enid Kassner*, Harriet Komisar*, Mark E. Litow, FSA, Steven W. Schoonveld, FSA
•  
• Session #30
• Cutting Edge Underwriting in Disability Income
• Andronico Lucas Castillo, FSA, Darren Dombrosky*, W. Scott Gilliam*, Kevin Mealey*, Todd M. Petersen, FSA
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• Session #31
• Principles–Based Reserving in Three Hours–Part 2
• Jerry F. Enoch, FSA, Alice M. Fontaine, FSA, Carol A. Marler, FSA, Donald P. Maves, FSA
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• Session #32
• Managing the Auditor/Client Relationship
• Rod L. Bubke, FSA, Kathy–Ann Edwards*, Jason A. Morton, FSA
•  
• Session #33
• PPA 2: Actuarial Responsibilities
• Joseph F. Hicks*, Ellen L. Kleinstuber, ASA, David Louis Palmerito, ASA
•  
• Session #34
• What's New with Indexed Life
• Robert P. Stone, FSA, Gregory D. Turner, FSA, David J. Weinsier, FSA
•  
• Session #35
• Introduction to Medical Demography
• P.J. Eric Stallard, ASA, Jim Toole, FSA
•  
• Session #36
• The New World of Financial Reinsurance
• Laura Bazer*, Jeffrey R. Burt, FSA, Lawrence S. Carson, FSA, Jean–Francois Poulin, FSA
•  
• Session #37
• Speaking for Success: Best Practices in Presenting–Part 2
• Laurie Schloff*, David M. Walczak, FSA
•  
• Session #38
• Effective Stress Testing
• Lijia Guo, ASA, Michael O. Khalil, FSA
•  
• Session #39
• The Speed–to–Market Imperative–Implications for Product Development and Product Strategy
• Van Beach, FSA, Alice Kroll, FSA, Marianne C. Purushotham, FSA
•  
• Session #41
• Education Redesign
• Stephen A. Eadie, FSA, Alan D. Ford, FSA, Stuart Klugman, FSA
•  
• Session #43 (Handout Not Available)
• Reinsurance Section Breakfast
• Kimberly Dorgan*, Gaetano Geretto, FSA, Graham W. G. Mackay, FSA
•  
• Session #44 (Handout Not Available)
• Health Disability Special Interest Group Breakfast
• Richard Carlson Leavitt, ASA
•  
• Session #45 (Handout Not Available)
• Smaller Insurance Company Section Hot Breakfast
• William M. Sayre*
•  
• Session #46
• Management & Personal Development Section Continental Breakfast
• Scott D. Haglund, FSA, Kristen Walter–Wright, FSA, Donna K. Weninger, FSA
•  
• Session #47 (Handout Not Available)
• Education & Research Section Continental Breakfast
• Ian G. Duncan, FSA, Charles S. Fuhrer, FSA
•  
• Session #49 (Handout Not Available)
• CRO Forum & Hot Breakfast
• Douglas W. Brooks, FSA, Ronald J. Harasym, FSA, Max J. Rudolf, FSA
•  
• Session #51
• Health Care Crisis: Yesterday and Today
• John M. Stenson, FSA, Lisa F. Tourville, ASA
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• Session #52
• Memories of the Future: Four Scenarios for the Life Insurance Industry in the Year 2016
• Jeffrey C. Harper, FSA, Lucian Lombardi, ASA, Marianne C. Purushotham, FSA
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• Session #53
• Retirement 20/20 Update
• Anne M. Button, FSA, Emily K. Kessler, FSA
•  
• Session #54 (Handout Not Available)
• Industry Solutions to Addressing the Long–Term Care Risk
• Mark Meiners*, Dick Merrill*, Steven W. Schoonveld, FSA, Eileen J. Tell*
•  
• Session #55 (Handout Not Available)
• Understanding the Market for Retirement Income
• Brent Hamann*, Kelli Hueler*, Christoper G. Raham, FSA, Robert P. Stone, FSA
•  
• Session #56
• Intercompany Expense Study
• Sam Gutterman, FSA, Steven C. Siegel, FSA
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• Session #57
• Can an Account–Based Plan Work for Retiree Health Care?
• Stuart H. Alden, FSA, Dale H. Yamamoto, FSA
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• Session #58
• U.S. GAAP Update
• Robert G. Frasca, FSA, Noel Henderson Harewood, FSA, Steven F. Malerich, FSA
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• Session #59
• Needs and Spending in Retirement: Unraveling the Mystery (Part 1)
• Charles Hatcher*, Betty Meredith*, Anna M. Rappaport, FSA
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• Session #60
• PPA 3: Communications to Plan Participants Post PPA
• Suzanne Samuelson*, Marvin Lee Stokes, FSA
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• Session #61
• What Do Business Decisions, Mortality Tables and Older–Age Underwriting Have in Common?
• Gordon A. Gibbins, FSA, Allen M. Klein, FSA, Lynn A. Ruezinsky, ASA, Mark Swanson, FSA
•  
• Session #62
• From Pain to Gain: Enhancing Productivity through Conflict Management
• Liz Berney, Vincent J. Granieri, FSA
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• Session #63
• Liability–Driven Investing: Best Practice, Buzzword or Baby with a Future?
• Douglas W. Andrews, FSA, Kenneth G. Buffin, FSA, Damon G. Williams, FSA
•  
• Session #64
• Latest Developments for Personal Actuaries–Expanding Your Opportunities in the Personal Risk Marketplace
• Paul T. Richmond, ASA
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• Session #65
• Health Care Crisis: Today and Tomorrow
• Roy Goldman, FSA, Len M. Nichols, Lisa F. Tourville, ASA
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• Session #66
• Retirement: Risk is Opportunity
• Ronald Gebhardtsbauer, FSA, Dawn E. Helwig, FSA, Emily K. Kessler, FSA, Christopher G. Raham, FSA, Dale H. Yamamoto, FSA
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• Session #67
• How to Avoid Arbitration–And Win It If You Can't
• Gail M. Goering*, Denis W. Loring, FSA, FSA, Ray Prosser
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• Session #68
• Mergers and Acquisitions in the Managed–Care Era
• Cynthia S. Miller, FSA, William R. Sarniak, FSA
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• Session #69 (Handout Not Available)
• The Financial Impact of LTCI Policyholder Behavior While on Claim
• Jowynna Michel*, Larry J. Pfannerstill, FSA, John Leo Timmerberg, ASA
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• Session #70 (Handout Not Available)
• U.S. GAAP Workshop
• Rod L. Bubke, FSA, Steven F. Malerich, FSA
•  
• Session #71
• Needs and Spending in Retirement: Unraveling the Mystery–Part 2
• Vickie Bajtelsmit*, Yung–Ping (Bing) Chen*, John Turner*
•  
• Session #72
• PPA 4: Plan Design after PPA
• Bradford E. Klinck, FSA, Joe Steen*, Marvin Lee Stokes, FSA
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• Session #73
• Update: Recent Tax Guidance for Life and Health Insurers and Products
• Christian J. DesRochers, FSA, Charles Harvey Miller, FSA, J. Howard Stecker*, Peter H. Winslow*
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• Session #74
• Post–Level Premium Term Lapse and Mortality Survey
• Cheryl Ann Bultemeire, FSA, Brian K. Carteaux, FSA, Jeffery T. Dukes, FSA, Kathleen M. Dziedzic, FSA
•  
• Session #75 (Handout Not Available)
• Communications Savvy: Secrets to Becoming More Influential, Part 1
• David C. Miller, FSA
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• Session #76
• Capital Markets Solutions
• Sean L. Nossel, FSA, Scott A. Robinson, FSA, William R. Wellnitz, FSA
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• Session #77
• What's New in Financial Reporting Research
• Susan T. Deakins, FSA, Jerry F. Enoch, FSA, John R. Roeger, FSA, Jeyaraj Vadiveloo, FSA
•  
• Session #78
• Succeed in Actuarial Consulting: Legal and Business Tools for the Solo and Small Firm Actuary
• Sandor Goldstein, FSA, David S. Rintoul*
•  
• Session #81
• Health Care Crisis Solution: A Debate
• William F. Bluhm, FSA, Ian G. Duncan, FSA, Lawrence Gostin*, Morton Kondracke*, Lisa F. Tourville, ASA
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• Session #82
• So You Are an FSA: Is This Enough?
• Jay M. Jaffe, FSA, Graham W. G. Mackay, FSA, Michael F. Magsig*, Michael W. Pado, FSA, Joel Shalowitz*
•  
• Session #83 (Handout Not Available)
• Role–Reversal Debate between Portfolio Management and Actuaries
• Marc N. Altschull, FSA, Ross Bowen, FSA, Daniel P. Fox, FSA, Ken Griffin, ASA, Ram Kelkar*
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• Session #84
• More than MECs: Actuarial Elements of the Tax Law
• Charles Harvey Miller, FSA
•  
• Session #85
• Efficient Use of Capital for Disability Insurers
• Jeff Babino*, Scott D. Haglund, FSA, Richard Carlson Leavitt, ASA, Michael David Mulcahy, FSA
•  
• Session #86
• A Refresher on Prospective Unlocking
• Amy Pahl, FSA, Steven W. Schoonveld, FSA
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• Session #87
• Operational Risk of Hedging Programs
• George E. Christopher, FSA, Rajeev Maxwell Dutt, FSA, Peter H. Sun, FSA
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• Session #88 (Handout Not Available)
• Current Topics Affecting Smaller Insurance Companies
• Jan DeClue, ASA, Christopher H. Hause, FSA, Norman E. Hill, FSA, Richard B. Lassow, FSA, Anthony G. Proulx, FSA William Sayre*
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• Session #89 (Handout Not Available)
• Late Breaking Developments for Pension Plans
• Tonya B. Manning, FSA, Donald J. Segal, FSA
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• Session #90
• The New International and U.S. GAAP
• Sam Gutterman, FSA, R. Thomas Herget, FSA, Henry W. Siegel, FSA
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• Session #91
• A Financial Economic Perspective on Retiree Health Benefits
• Jeremy Gold, FSA, Mark R. White, FSA
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• Session #92
• The Latest and Greatest in Preferred Mortality
• Mary J. Bahna–Nolan, FSA, Dieter S. Gaubatz, FSA, Dennis C. Martin, FSA, David N. Wylde, FSA
•  
• Session #93
• Product Filing Anxiety: Tips and Advice to Make Your Filings Less Painful
• Kathryn Ruth Gurnett*, Steven E. Konnath, FSA, Beth O'Quin*
•  
• Session #94
• Data Quality: Playing with Matches
• Thomas N. Herzog, ASA, Kevin J. Pledge, FSA, Frederick J. Scheuren*, William Simpson Winkler, FSA
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• Session #95
• Product Patents and Their Impact on the Life Insurance Industry
• Tom Bakos, FSA, Christine E. Dugan, FSA, Brent Hamann*, Seth Ostrow*
•  
• Session #96 (Handout Not Available)
• Halmstad Prize Winner Presentation � CANCELLED!
• Ian G. Duncan, FSA, B. John Manistre, FSA
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• Session #97 (Handout Not Available)
• Communications Savvy: Secrets to Becoming Influential–Part 2
• David C. Miller, FSA
•  
• Session #98
• Needs and Spending in Retirement: Unraveling the Mystery–Part 3
• Joseph Austin Applebaum, FSA, Barbara Butrica*, John Driscoll*, Anna M. Rappaport, FSA
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• Session #103 (Handout Not Available)
• Financial Reporting Section Breakfast
• Jerry F. Enoch, FSA, Henry W. Siegel, FSA
•  
• Session #105 (Handout Not Available)
• Health Section Breakfast
• Lawrence Gostin*, Jim Toole, FSA
•  
• Session #106 (Handout Not Available)
• Long Term Care Section Hot Breakfast–Round Table Discussion
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• Session #107 (Handout Not Available)
• Joint Risk Management Section Breakfast
• Douglas W. Brooks, FSA, Kevin G. Dickson*
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• Session #110 (Handout Not Available)
• Actuaries Without Frontiers
• Arthur C. Cragoe, FSA
•  
• Session #111
• Financial Economics and Public Funds
• Sean F. McShea*, Mark Ruloff, FSA, Graham Alan Schmidt, ASA
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• Session #112
• Long–Term Trends in Retiree Medical
• Thomas Getzen*, Adam J. Reese, FSA, Keith S. Williams, FSA
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• Session #113 (Handout Not Available)
• Dialogue with the IRS and PBGC
• Martin Pippins*, Donald J. Segal, FSA, Amy C. Viener, ASA
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• Session #114
• Life for Reinsurance after Principles–Based Reserving
• Arnold A. Dicke, FSA, Ronald L. Klein, FSA
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• Session #115
• Risk Management for Small Insurance Companies
• R. Dale Hall, FSA, Leon L. Langlitz, FSA, Anthony G. Proulx, FSA
•  
• Session #116
• Update on Qualification Standards
• Sheila Kalkunte*, Kathleen A. Riley, FSA, Henry W. Siegel, FSA
•  
• Session #117
• Financial Research in the Insurance Industry
• Susan M. Mangiero*, Craig W. Reynolds, FSA, David Wang, FSA
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• Session #118
• Insights into Financial Reporting Process Improvement
• Kevin L. Kehn, FSA, Jason A. Morton, FSA
•  
• Session #119
• Stochastic Modeling for Life Insurance
• Douglas L. Robbins, FSA, David J. Weinsier, FSA, David Lawrence White, FSA, Wing Wong, FSA
•  
• Session #120 (Handout Not Available)
• New Developments in Disability Products
• Andre C. Baillargeon, FSA, Margaret Donavan, FSA
•  
• Session #121
• Refining Pricing Models with Predictive Modeling
• Vincent Michael Kane, FSA, Joseph N. Romano, ASA, Rong Yi*
•  
• Session #122
• The Long Term Care Intercompany Experience Study
• Gary L. Corliss, FSA, Barry M. Koklefsky, FSA
•  
• Session #123
• Older Age Mortality: 2002–04 Results
• Richard L. Bergstrom, FSA, Brian Ivanovic*, Douglas J Knowling, FSA
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• Session #124
• The Many Ways of Selling Insurance through Banks
• Keith A. Dall, FSA, Christopher H. Hause, FSA, Tim Neumann*
•  
• Session #125
• Emotional Intelligence
• Katherine Green*, Faisal Siddiqi, FSA
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• Session #126 (Handout Not Available)
• U.S. GAAP for International Insurers Workshop
• Mike Y. Leung, FSA, Michael J. Lockerman, FSA
•  
• Session #127 (Handout Not Available)
• Insights into Financial Reporting Process Improvement Workshop
• Kevin L. Kehn, FSA, Jason A. Morton, FSA
•  
• Session #128
• SOA Risk Adjuster Research Study Results
• Syed Muzayan Mehmud*, Ross A. Winkelman, FSA
•  
• Session #129
• Consumerism and Transparency
• Jennifer L. Gillespie, FSA, Kismet Toksu*
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• Session #130
• Preparing for the Future: Modeling Long–Term Care
• John K. Heins, FSA, Paul D. Morrison, ASA, Allen J. Schmitz, FSA
•  
• Session #131
• Medicare 2008–Past and Future
• Daniel W. Bailey, ASA, Eric P. Goetsch, FSA, Brent Lee Greenwood, ASA
•  
• Session #132
• Retirement Education & Communication
• Christine T. Mahoney, FSA, Betty Meredith*, Chad R. Runchey, ASA, Suzanne Samuelson*, Diane Savage*
•  
• Session #133
• The Impact of Reversion Taxes on Pension Funding
• Ronald Gebhardtsbauer, FSA, Victor Modugno, FSA, Mark J. Warshawsky*
•  
• Session #134
• Defining and Classifying Operational Risk
• Michael Chagares*, Karen J. DeToro, FSA, David T. Henderson, FSA
•  
• Session #135
• Term Insurance: Now More than Just Plain Vanilla
• Keith A. Dall, FSA, R. Dale Hall, FSA, Donna Christine Megregian, FSA, Anthony J. Zajac, FSA
•  
• Session #136
• Mortality Forecasting for Life Insurers and Pension Plans
• Thomas P. Edwalds, FSA, Mary Rosalyn Hardy, FSA
•  
• Session #137
• What Does the Future Hold for Universal Life?
• Catherine J. Bierschbach, FSA, Michael L. Kaster, FSA, Michael Symonds, FSA
•  
• Session #138
• "An Inconvenient Actuary": Environmental Industry Career Prospects
• Pierre Bull*, James Johnson*, Michel Rochette, FSA , Jim Toole, FSA
•  
• Session #139
• Navigating the Path of Uncertainty: A CEO Mindset for the FSA
• Joseph Paesani, FSA