SOA - The Record – June 2005 New Orleans Record Sessions

The Record

October 2004 New York Annual Meeting Record Sessions
Table of Contents
This volume of The Record contains top Sessions based on attendance and Sessions approved and/or selected by the various sections of the SOA to be available on the Web. Please note some Sessions may not have Records available
Session #1 SM/BG (Record Not Available)
Financial Reporting Section Hot Breakfast
Mark J. Freedman, Thomas Nace
Session #2 SM (Record Not Available)
Reinsurance Section Hot Breakfast – Hot Topics
Denis W. Loring, Susan E. Mack
Session #4 GS
Actuaries in the Face of 21st Century Challenges
Dr. Peter S. Heller
Session #6 PD
Adding Enterprise Risk Management to the Actuarial Career
James C. Brooks, Lloyd A. Foster, Margaret Resce Milkint, Sanjay Srivastava
Session #7 PD (Record Not Available)
Acronym Soup: Fitting the Pieces of the Accounting Regulatory Framework Puzzle Together
Darin G. Zimmerman, Ed Hardy, John W. Morris
Session #8 PD (Record Not Available)
Negotiating Contracts in Emerging Markets
Rejean S. Besner, James Grover, John H. Rooney Jr.
Session #9 PD
Society of Actuaries Long–Term Care Intercompany Experience Studies
Gary L. Corliss, Roger J. Gagne, Mark D. Newton, Kim H. Tillman
Session #10 PD (Record Not Available)
Do Not Call/E–mail Legislation Update
Jay M. Jaffe, Jon Hamilton, Clayton E. Reeves, Tara Reynolds
Session #11 PD
Critical Illness Insurance – A Stroke of Genius?
Susan Kimball, John S. Cathcart, Marcia C. Johnson
Session #12 PD (Record Not Available)
Education 2005: An Update From the Pension Perspective
Arnold F. Shapiro, Andre Choquet, Stephen A. Eadie, Ethan E. Kra
Session # 13 PD (Record Not Available)
Crisis Faced by Multiemployer Pension Plans
Daniel F. McGinn, Darren Michael French, Nancy R. Wagner
Session #14 PD
Integrating and Aggregating Risks
Francis P. Sabatini, Ugur Koyluoglu
Session #15 IF (Record Not Available)
Forecasting Economic Variables Using the Delphi Method
Steven W. Easson, Peter C. Bishop
Session #16 OF (Record Not Available)
The Saturated Disability Insurance Market: Not!
Warren M. Cohen, Patrick Cassidy, Steven M. Maher, Anita Potter
Session #17 OF
What's New and Exciting With Fixed Annuities?
Abraham S. Gootzeit, Eric J. Carlson, Dale Humphrey, Richard J. Tucker
Session #18 TS (Record Not Available)
Playing With Matches: Applications of Record Linkage Techniques and Other Data Quality Procedures
Thomas N. Herzog
Session #19 TS
Bringing a Health Care Product to Market – A Case Study
Dawn E. Helwig, Brad S. Linder, Karl G. Volkmar
Session #20 TS (Record Not Available)
Funds Withheld Embedded Derivatives – One Year later
Steven D. Lash, William Sofsky, Darryl G. Wagner
Session #23 PD
How do the Analysts View Your Insurance Company?
David J. Weinsier, Eric Berg, Robert L. Riegel, Rodney A. Clark
Session #24 PD
Contemporary Risk Appraisal
Mary Ann Broesch, Thomas Ashley, Richard L. Bergstrom, Sharon Smith
Session #25 PD
Factors Affecting Retirement Mortality and Their Impact on Pension Plans and Products
Robert L. Brown, Victor Modugno
Session #26 PD (Record Not Available)
Actuarial Nanotechnology: The Science of Small Plans
Lloyd A. Katz, Mitchell I. Serota, Linda Weiss
Session #27 PD
Quantitative Methods Used in Managing Credit Risk
Anthony Dardis, Perry D. Mehta, Rishi Kapur, Ugur Koyuoglu
Session #28 PD
The Actuary as Entrepreneur – Growing the Small Actuarial Firm
Ian G. Duncan, Daniel T. Cox, David C. Florian, Michael S. Miele
Session #29 CS (Record Not Available)
Innovation in Health Reinsurance Products
Michael Lawrence Frank, Gordon Russel Hugh
Session #30 CS (Record Not Available)
Bancassurance – Bank Purchases of Life Insurance Companies
W. Howell Pugh, Steven D. Lash, Jeffrey S. Schlinsog
Session #31 L
The Present of Futurism
Curtis E. Huntington, Peter C. Bishop
Session #32 OF
International Accounting Standards – Current Developments
Mark J. Freedman, Tricia O’Malley, Henry W. Siegel, Sam Gutterman
Session #33 OF
Life Settlements Go Mainstream
Michael J. LeBoeuf, Steve Boger, Christopher Conway, John R. Skar, Jeyaraj Vadiveloo
Session #35 TS (Record Not Available)
Applying Data Mining to Enhance Disability Results
John D. Houston, Warren M. Cohen, Barry D. Senensky
Session #36 WS (Record Not Available)
Long–Term Care Rate Increase Filings – Lessons Learned
Andrew J. Herman, Larry J. Pfannerstill
Session #39 RP (Record Not Available)
Reinsurance on the Rocks – A Mock Arbitration
Melville J. Young, Denis W. Loring, Susan E. Mack, Hugh J. McAleer, Oscar R. Scofield, Joann Wagner
Session #42 SM/L (Record Not Available)
Investment and Management and Personal Development Sections Hot Breakfast: Personality Types of Investment Professionals and Actuaries
Michael J. O’Connor, Jim Ware
Session #43 SM/IF (Record Not Available)
Health Disability Income Hot Breakfast: An Investment Analyst's Perspective on the State of Group Insurance
Warren M. Cohen, Eric Berg
Session #44 SM/BG (Record Not Available)
Product Development Section Hot Breakfast
Kevin J. Howard
Session #46 SM (Record Not Available)
Education and Research Section Continental Breakfast: Research Update
Mary Rosalyn Hardy, Lijia Guo
Session #48 TS (Record Not Available)
Actuary of the Future, Management and Personal Development, and Health Sections Joint Hot Breakfast: Actuaries Can Communicate
Sudha Shenoy, Catherine Konsky, Krzysztof M. Ostaszewski, Sim Segal
Session #50 PD (Record Not Available)
Retirement Systems Practice Area Hot Breakfast: Findings and Implications of 2003 Study on Risks and Process of Retirement
Anna M. Rappaport, Ronald Gebhardtsbauer, Mathew Greenwald, Ron Hagelman
Session #52 PD
U.S. GAAP Update
Robert B. Thomas Jr., Michael A. Hughes, Darin G. Zimmerman
Session #53 PD (Record Not Available)
Life and Annuity Product Development – Year in Review
Nancy Westfall Winings, Christine E. Dugan, Elinor Friedman, Ivan B. Grabowski
Session #54 PD
Where Has All the Capital Gone, and Where Will We Find it Next?
Graham W. G. Mackay, David Addison, Alex Cowley, Scott A. Robinson
Session #55 PD
A Brave New World: Accounting Standards
Jeremy Gold, Trevor Harris, Michael Walter Peskin
Session #56 CS (Record Not Available)
Implementing a Tiered Network Product
Michael J. Cellini, David V. Axene, Thomas C. Kravis, Mark D. Wernicke
Session #57 D (Record Not Available)
Debate: Statutory Restrictions (Rules) versus Actuarial Reliance (Principles)
David K. Sandberg, John A. Hartnedy, Dennis P. Lauzon
Session #58 IF (Record Not Available)
Industry Update – Is it Time to Enter, Exit or Tread Water?
Peggy L. Hauser, Loida Rodis Abraham, Carl Austin, Ross J. Bagshaw,\ James M. Glickman
Session #59 TS
Simplified Issue Life Insurance – Current Practices and Next– Generation Products
Brian L. Louth, Allen M. Klein, K. Michelle Moloney, Mark Swanson
Session #60 TS
Enterprise Risk Management Tools and Analytics
Hubert B. Mueller, Samir Shah, Fred Tavan
Session #64 PD
Insurance Mergers and Acquisitions Specialty Reference Book: Meet the Authors
R. Thomas Herget, Jim Toole, Thomas R. Corcoran, Michael E. Gabon, Alan M. Hines, Kenneth A. LaSorella, Hugh McCormick, Dale H. Yamamoto, Laird D. Zacheis
Session #65 PD
Don't Cry for Me, Argentina (and Hot Topics in Asia and Latin America)
William R. Horbatt, Jose Luis Berrios–Martin, Ronald A. Colligan, Masaaki Yoshimura
Session #66 PD (Record Not Available)
Life Insurance Securitization–Coming soon!
Michael S. Taht, Sean Patrick Casey, Joel Levine, Paul R. Livingstone
Session #67 PD
A Brave New World: Pension Accounting Standards – Testing, Testing (Does This Thing Work?)
Kevin J. Shand, Bruce Cadenhead, Gerard C. Mingione, Mark T. Ruloff
Session #68 IF (Record Not Available)
Practice Note Update – Emerging Practice
Henry B. Ramsey III, Meredith A. Ratajczak
Session #69 IF (Record Not Available)
Senior Management: What Are They Thinking?
Daniel L. Shinnick, David B. Atkinson, Patricia L. Guinn, Salim Manzar, Bruce J. Nicholson
Session #70 OF (Record Not Available)
Public Misperceptions Regarding Retirement Security
Anna M. Rappaport, Mathew Greenwald, Eric T. Sondergeld
Session #71 TS
Visual Basic for Applications – Black Belt in the Office
David L. Snell, Charles S. Fuhrer
Session #72 TS (Record Not Available)
Bootstrap Methods
Mary Rosalyn Hardy
Session #73 TS (Record Not Available)
Focus on Smaller Company Products–Coming soon!
Julie A. Hunsinger, Roger K. Annin, Norman E. Hill
Session #74 WS (Record Not Available)
Selling Skills for Actuaries: Overcome Fear of Making Sales Calls
Ian G. Duncan, David C. Miller
Session #80 PD
U.S. Statutory Update
Larry J. Bruning, Dennis P. Lauzon, Edward L. Robbins
Session #81 PD (Record Not Available)
Implications of the SOP for Internal Replacements
Barbara L. Snyder, Bradley E. Barks, John W. Morris, Deborah Whitmore
Session #82 PD (Record Not Available)
Underwriting Individual Disability Insurance: New Issues and Tools
Forrest A. Richen, Carl G. Amick, Darren Dombrosky, Richard A. Magro
Session #83 PD (Record Not Available)
Hedge Fund Strategies
Stephen J. Stone, Matt Halperin, David Hopewell
Session #84 PD
Payout and Income Annuities – The Next Big Thing…Again
Novian E. Junus, Anna Hart, Eric T. Sondergeld
Session #85 PD (Record Not Available)
Illustration Actuary Update
Elinor Friedman, Christopher S. Shanahan, Scott J. Witt
Session #86 PD
A Brave New World: Pension Funding Methods
*ADDITIONAL PRESENTATION*
Kenneth G. Buffin, Ronald Gebhardtsbauer, Jeremy Gold, Fred W. Munzenmaier
Session #87 CS (Record Not Available)
From Widgets to Insurance – Applying the Six–Sigma Process
W. Howell Pugh, David William Dickson, Michele M. Weigand
Session #88 D (Record Not Available)
Consultants vs. Employee Advocates: Common Goals vs. Different Constituencies
Thomas B. Lowman, Karen Friedman, Janice Gregory
Session #89 IF (Record Not Available)
Current Issues Affecting Smaller Company Actuaries
Patricia E. Matson, Robert B. Crompton, Robert M. Hardy Jr.
Session #90 OF
Recent Mergers and Acquisitions Activity in the Health Arena – Implications for the Future
Thomas R. Corcoran, Brian A. Kane, Eric L. Smithback
Session #91 OF (Record Not Available)
Chief Risk Officer (CRO) Forum
Helene Pouliot, Donald F. Mango
Session #92 TS (Record Not Available)
Long–Term Care for Non–Specialists
Amy Pahl, James C. Berger
Session #93 WS (Record Not Available)
Trends in Individual Health Insurance
Darrell D. Knapp, David A. Shea Jr.
Session #96 PD
A Brave New World: Pension Funding Methods – Testing, Testing (Does This Thing Work?)
Kevin J. Shand, Daniel P. Cassidy, Mark T. Ruloff
Session #105 SM (Record Not Available)
Risk Management Section Hot Breakfast
David N. Ingram
Session #106 SM (Record Not Available)
Smaller Insurance Company Section Hot Breakfast
Terry M. Long
Session # 108 SM/D (Record Not Available)
Health Section Hot Breakfast: Health–Related Election Issues
Cynthia S. Miller, Darrell D. Knapp, Robert Laszewski
Session #110 SM/L (Record Not Available)
Computer Science Section Breakfast: Grid Computing
Philip Gold, Barry Gane, Doug McKenzie, Gaurav Upadhya
Session #111 SM/BG (Record Not Available)
Long–Term Care Section Hot Breakfast: Current Issues in Long–Term Care
Mark D. Newton, Philip J. Barackman, Daniel Bret Cathcart, Deborah A. Grant, Peggy L. Hauser, Dawn E. Helwig, Amy Pahl, Andrew M. Perkins, Allen J. Schmitz
Session #115 PD (Record Not Available)
NAIC Risk Based Capital C3 Phase II
James W. Lamson, Larry M. Gorski, Meredith A. Ratajczak
Session #116 PD (Record Not Available)
Investment Issues Facing International Companies
Joseph Koltisko, Ghalid Bagus, Gregory P. Henke, Frederick W. Jackson
Session # 117 PD
What's Backing Your Guarantee?
Carl A. Friedrich, John P. Glynn, Douglas L. Robbins
Session #118 PD
Life Reinsurance Consolidation – the Ceding Company Perspective
R. Dale Hall, William J. Briggs, Paul A. Schuster
Session # 119 PD (Record Not Available)
Global Perspectives on Retirement Systems and the Aging Population
Leslie John Lohmann, Robert L. Clark, John Turner
Session #120 PD (Record Not Available)
Late–Breaking Developments
Adrien R. LaBombarde, Janae L. Schaeffer
Session #121 PD
Catastrophic Risk in a Post–9/11 Environment
Joseph F. Kolodney, Jakob Kolbye, Roger Smith, Tim Tetlow
Session #122 OF (Record Not Available)
Education Redesign
Stuart Klugman, Stephen A. Eadie
Session #123 WS U.S. (Record Not Available)
GAAP Workshop
Patricia E. Matson, Darin G. Zimmerman
Session #126 PD (Record Not Available)
Enterprise Risk Management for Health Insurers
Stuart D. Rachlin, Cheryl A. Krueger, John C. Lloyd, Cynthia S. Miller
Session #127 PD
Reactions to Medicare Reform Legislation
John S. Cathcart, Dawn E. Helwig, Michael James Thompson, Dale H. Yamamoto
Session #128 PD
Hedging Variable Annuity Guarantees
Michael J. O’Connor, Brent P. Martonik, Eshwar Narayan, Josie Palazzolo
Session #129 PD (Record Not Available)
Understanding the Long–Term Care Risk – Underwriting and Claims
Philip J. Barackman, Caroline D. Lester, John Leo Timmerberg, Mary Ann Wilkinson
Session #130 PD
Term Insurance Update
Keith A. Dall, Duncan Briggs, David J. O’Brien
Session #131 BG (Record Not Available)
Focus on Products of Interest to Smaller Company Actuaries
Julie A. Hunsinger, Roger K. Annin, Norman E. Hill
Session #132 OF
Disability and Group Life Experience Studies: What Have We Learned?
Thomas R. Corcoran, Robert W. Beal, Roger L. Martin, Susan R. Sames
Session #133 TS
Actuarial Research Meets Actuarial Practice: Mortality Risk Modeling
Mary Rosalyn Hardy, Samuel H. Cox, Iain D. Currie
Session #134 WS (Record Not Available)
U.S. Statutory Workshop
Larry J. Bruning, Dennis P. Lauzon
Session # 135 WS (Record Not Available)
Are Your Standards Standard?
Paul Meyer, Lauren M. Bloom
Session #138 PD
Equity Product Accounting Approaches
Jonathan W. Porter, Charles Dana Tatro
Session #139 PD
Variability in Health Care Treatments and Cost
Lisa F. Tourville, Thomas C. Kravis, Catherine M. Murphy–Barron
Session #140 PD
Better Pricing in an Uncertain World
Timothy E. Hill, Tim E. Bennett
Session #141 PD
How Long Will We Live in Retirement, and Will We Have Enough Funds?
William H. Leslie IV, Beverly J. Orth, Anthony Webb
Session #142 PD (Record Not Available)
Cash Balance and Other Hybrid Plans: Is Anything What it Seems?
Lloyd A. Katz, Kyle Brown, Thomas B. Lowman
Session #143 IF (Record Not Available)
Models of the U.S. Health–Care System
Kara L. Clark, John P. Cookson, Mark E. McGuire, David M. Tuomala