2005 New York Annual Meeting & Exhibit

Below you will find handouts from various sessions at the SOA Annual Meeting & Exhibit in New York, NY held on November 13-16, 2005. Please note that some have multiple handouts from different authors/presenters.

Purchase Audio from Conference Sessions

• Session #3 OF
• U.S. GAAP Update
• Darin G. Zimmerman, John W. Morris, Deborah Whitmore
•  
• Session #4 PD
• Insurance Industry Mergers and Acquisitions
• Jim Toole, John Butler, Thomas R. Corcoran, R. Thomas Herget
•  
• Session #5 PD
• Medicare Modernization Act Update—Part D
• James E. Drennan, John P. Burke
•  
• Session #6 PD
• Health Technologies—Impact on Utilization and the Cost of Health Care
• Lisa F. Tourville, Steven D. Berna, Catherine M. Murphy-Barron, Sadhna Paralkar
•  
• Session #7 PD
• Alternative Pricing Measures
• Nancy M. Kenneally, Novian E. Junus, S. Vincent Zink
•  
• Session #8 PD
• Managing XXX Reserves
• Jesse M. Schwartz, David R. Prickitt, Bradley M. Smith, William R. Wellnitz
•  
• Session #9 OF
• The Evolving Disability Market: What Does the Research Say?
• Warren M. Cohen, Gil Lowerre, Marianne C. Purushotham, Stacy Varney
•  
• Session #10 OF
• What's New and Exciting with Equity Indexed Products
• Abraham S. Gootzeit, Joan E. Boros, Arthur Fliegelman, Jack Marrion
•  
• Session #11 TS
• Forecasting Economic Variables Using the Delphi Technique
• Steven W. Easson, Theodore J. Gordon
•  
• Session #12 TS
• A Treasure Chest of LTC Information Resources
• Michael C. Frings, Dawn E. Helwig, Cathy Klimek
•  
• Session #13 TS
• For all the Marbles: Effective Negotiation Skills
• Michael M. Braunstein, David C. Miller
•  
• Session #14 WS
• Capturing the Income-in-Retirement Market
• Steve P. Cooperstein, Garth A. Bernard, Sr.
•  
• Session #15 Seminar
• Enterprise Risk Management Seminar: Part 1—An Outside-in Perspective
• Prakash A. Shimpi, Eric N. Berg, Peter Patrino, Prakash A. Shimpi
•  
• Session #16 PD
• Credit Risk Management Practices
• Francis P. Sabatini, Adam Girling, George A. Holt
•  
• Session #17 Seminar
• Enterprise Risk Management and Pension Finance: Working in Tandem—The ERM Initiative: Opportunities for Pension Actuaries
• R. Evan Inglis, Stephen G. Kellison, Emily K. Kessler, Max J. Rudolph
•  
• Session #18 Seminar
• Fertility Projections for Social Insurance Symposium: A Primer on Fertility Rates
• Sam Gutterman, Robert L. Brown, Stephen C. Goss, Sari L. Harrel
•  
• Session #21 PD
• Enterprise Risk Management—the Reinsurers’ Perspective Luncheon
• Francis P. Sabatini, Douglas W. Brooks, Michael W. Pado, Prakash A. Shimpi, John E. Tiller, Jr.
•  
• Session #24 I
• Nontraditional Roles
• Joseph Paesani, Glenn S. Daily, Aimee Kaye, John Nusbaum
•  
• Session #25 PD
• The Morris Report—Shakeup in the UK Profession—How Does It Affect You?
• Henry W. Siegel, Cindy Hargadon, Robert E. Wilcox
•  
• Session #26 D
• Medical vs. Pharmacy Trends—Do Higher Prescription Trends Lead to Lower Medical Trends?
• Lisa F. Tourville, Margaret Wood Wear, Mark D. Wernicke
•  
• Session #27 PD
• Universal Life No-lapse Guarantee Update
• Elinor Friedman, Larry J. Bruning, John M. Fenton, Thomas P. Kalmbach
•  
• Session #28 PD/IF
• Realities of the Quota-Share World
• David A. Rains, Michael Gerard DeKoning, Joni Lehman, Leroy McCarty
•  
• Session #29 PD
• Current Issues in Health Insurance Taxation
• Rowen B. Bell, Gregory L. Stephenson, Peter H. Winslow
•  
• Session #30 PD
• Controlling Your Data
• Frank G. Reynolds, W. H. Odell, Kevin J. Pledge
•  
• Session #31 D
• Annuity Guarantee Costs: What'’s the Better Measure?
• Douglas L. Robbins, Mark D. J. Evans, David M. Walczak
•  
• Session #32 OF
• Individual Disability Income: Challenges in Projecting Morbidity Costs
• Andronico Lucas Castillo, James Rick Morris, Arthur J. Verney, Robert F. Wade
•  
• Session #33 PP
• Successful Product and Process Innovation: Winners of the Product and Process Innovative Marketing Award
• Christopher H. Hause, Anand Deo, Jon Hamilton, Walter S. Rugland
•  
• Session #34 TS
• NAIC Experience Reporting Forms and Claim Reserve Issues
• Robert K. Yee, Catherine A. Charles, Allen J. Schmitz
•  
• Session #35 WS
• U.S. GAAP Workshop
• John W. Morris, Deborah Whitmore, Darin G. Zimmerman
•  
• Session #36 OF
• Medicare Update—Competitive Bidding
• Damian A. Birnstihl, Paul I. Spitalnic, Lynette L. Trygstad, Carl B. Wright
•  
• Session #37 WS
• Avian Influenza: Is Your Company Prepared?
• David N. Ingram, W. Howell Pugh, Max J. Rudolph
•  
• Session #38 Seminar
• Enterprise Risk Management Seminar: Part 2—An Inside-out Perspective
• Prakash A. Shimpi, John C. R. Hele, Gideon Pell, Craig R. Raymond, Michael Slipowitz
•  
• Session #40 Seminar
• Enterprise Risk Management and Pension Finance: Working in Tandem— Consolidating the DB Plan and the Corporate Sponsor
• Michael Walter Peskin, Tom Copeland, Raymond J. Murphy, Cliff Speed
•  
• Session #41 Seminar
• Fertility Projections for Social Insurance Symposium: Drivers of Fertility Rates
• Neela K. Ranade, Alain Belanger, Robert L. Brown, Gopi Bipin Shah
•  
• Session #44 Seminar
• Fertility Projections for Social Insurance Symposium: Projection Methodologies
• Joseph A. Applebaum, Christopher David Daykin, Frederick W. Hollmann, Pierre Plamondon, Alice H. Wade
•  
• Session #47 SM/IF
• Health Disability Income Hot Breakfast—Experience Studies: Ask the Experts
• Thomas R. Corcoran, Robert W. Beal, Charles C. DeWeese, Susan R. Sames
•  
• Session #48 SM
• Investment Section Hot Breakfast: Investment Professionals and Actuaries
• Catherine E. Ehrlich, Emanuel Derman
•  
• Session #49 SM/BG
• Long-Term Care Section Hot Breakfast— Current Issues In Long-Term Care
• Allen J. Schmitz, James C. Berger, Keith W. Burns, Robert K. Yee
•  
• Session #50 SM
• Product Development Section Hot Breakfast
• Elinor Friedman, Abraham S. Gootzeit
•  
• Session #52 SM
• Education and Research Section Continental Breakfast
• Claire Bilodeau, Thomas P. Edwalds
•  
• Session #55 SM/RP
• Technology and Management and Personal Development Sections Joint Hot Breakfast: Using Technology for Effective Communications
• Paula M. Hodges, Sean Allen
•  
• Session #57 PD
• U.S. Statutory Update
• Kerry A. Krantz, Larry J. Bruning, Gary L. Rose, Stephen J. Strommen
•  
• Session #58 PD
• Self-Funding Strategies in Today's Environment
• Gregory W. Parker, Steven J. Abood, Michael R. McLean, David Wilson
•  
• Session #59 PD
• Medicaid Managed Care Plans
• Timothy F. Harris, Bryan F. Miller
•  
• Session #60 PD
• Mortality at the Older Ages
• Dieter S. Gaubatz, Richard L. Bergstrom, Anna R. Hart, Allen M. Klein
•  
• Session 61 TS
• LTC Combination Products
• Timothy Edwin Hale, Richard L. Merrill, Arthur J. Verney
•  
• Session #62 TS
• Stochastic Pricing
• Geoffrey Henry Hancock, Craig E. Ryan
•  
• Session #63 Seminar
• Annuity Risk Management Seminar: Part 1—Annuity Risk Management Overview
• Hubert B. Mueller, Denis J. Tauscheck
•  
• Session #64 Seminar
• Enterprise Risk Management and Pension Finance: Working in Tandem—Equity Analyst's View
• R. Evan Inglis, Gordon C. Enderle, Mark Ruloff, David Zion
•  
• Session #65 Seminar
• Fertility Projections for Social Insurance Symposium: The Future—Alternative Approaches, Measurement and Uncertainty
• Sam Gutterman, Felix Koschin, David R. McKusick
•  
• Session #68 Seminar
• Starting Your Own Consulting Business Seminar
• Daniel P. Cassidy, David Evans, Michael L. Libman, Emily Neustadt, David S. Rintoul, Ruth Ann Woodley
•  
• Session #70 PD
• Spending Lump Sums: Why do Retirees do What They do?
• Steven C. Siegel, Mathew Greenwald, Anna M. Rappaport, Eric T. Sondergeld
•  
• Session #72 PD
• International Assignments
• Rejean S. Besner, Michael W. Hughes, Aimee Kaye, J. Elisabeth Starnes
•  
• Session #73 PD
• Variable Annuity Derivative Based Hedging Programs: A Practical Application
• Brent P. Martonik, Gary A. Hatfield, Michelle D. Smith
•  
• Session #74 PD
• Reinsurance Actuarial Science—Lessons Learned
• Melville J. Young, Lawrence S. Carson, Amhlaoibh Lynch, John O. Nigh, David J. O'Brien
•  
• Session #75 PD
• The New Tax Reserve Textbook
• Edward L. Robbins, Richard N. Bush, Barbara R. Gold, Charles Harvey Miller, Kory J. Olsen
•  
• Session #76 PD
• Your IT Systems—Beyond Valuation Software
• Brian M. Septon, Fintan Clarke, Randall Alexander Kaye
•  
• Session #77 BG
• Products of Interest for Small Companies
• Leon L. Langlitz, James R. Makin, Michael A. Mayberry, Anthony G. Proulx
•  
• Session #78 IF
• Before You Accept an Assignment Are You Qualified?
• Tom Bakos, Lauren M. Bloom, Allan W. Ryan
•  
• Session #79 L
• Survival of the Savvy: High Integrity Political Tactics for Career and Company Success—Part 1
• Daniel L. Shinnick, Rick Brandon
•  
• Session #80 OF
• Education Redesign
• Stephen A. Eadie, Stuart Klugman
•  
• Session #81 PP
• The New Math: Unorthodox Methods in Actuarial Sciences
• Claire Bilodeau, Charles S. Fuhrer, Arnold F. Shapiro, Elias S. Shiu
•  
• Session #82 TS
• Actuary as Expert Witness
• Michael Lawrence Frank, Jeffrey C. Harper
•  
• Session #83 Seminar
• Enterprise Risk Management and Pension Finance: Working in Tandem—Rating Agency View
• Michael Walter Peskin, Greg Jonas, Eric J. Klieber, Gordon John Latter
•  
• Session #84 Seminar
• Fertility Projections for Social Insurance Symposium: Roundtable Discussion
• Robert L. Brown, Alain Belanger, Stephen C. Goss, Jean-Claude Menard
•  
• Session #89 L
• Survival of the Savvy: High Integrity Political Tactics for Career and Company Success—Part 2
• Daniel L. Shinnick, Rick Brandon
•  
• Session #90 PD
• Social Security: What are the Facts?
• Stephen C. Goss, Thomas Saving
•  
• Session #91 PD
• International Accounting Standards—Current Developments
• Henry W. Siegel, Sam Gutterman, David K. Sandberg
•  
• Session #92 PD
• The Future of Benefit Plan Design
• Thomas D. Snook, Jonathan Mark Hendrickson, Anthony J. Sorrentino, Kismet Toksu
•  
• Session #94 PD
• Life Insurance Securitization
• Jack L. Gibson, Sean Patrick Casey, Steven D. Lash
•  
• Session #95 L
• Quality of LTC Services—an Insurer's Perspective
• James M. Robinson
•  
• Session #96 PD
• Life and Annuity Product Development—Year in Review
• Nancy Westfall Winings, Christine E. Dugan, Elinor Friedman, R. Dale Hall
•  
• Session #97 PD
• Protecting a Niche Market
• Tom Bakos, Gerry Danielson, Richard C. Dutton
•  
• Session #98 OF
• Large Case Group Disability Underwriting: A Need for Change
• Charles H. Meintel, John F. McGarry
•  
• Session #99 WS
• U.S. Statutory Workshop
• Larry J. Bruning, Gary L. Rose
•  
• Session #100 WS
• Hot Topics in Credit Insurance and Debt Cancellation
• Christopher H. Hause, Harvey J. L. Waite
•  
• Session #101 Seminar
• Annuity Risk Management Seminar: Part 2—Stochastic Modeling for Annuity Risk Management
• Hubert B. Mueller, Pritesh H. Modi, Andrew D. Rallis
•  
• Session #102 Seminar
• Enterprise Risk Management and Pension Finance: Working in Tandem— Measuring Pension Plans: Accounting for Risk
• Jeremy Gold, Robert Herz, Greg Jonas, Ethan E. Kra, Michael Walter Peskin, David Zion
•  
• Session #104 Seminar
• Enterprise Risk Management and Pension Finance: Working in Tandem— Value Added Pension Plan Design
• Michael Walter Peskin, Jeremy Gold, R. Evan Inglis, Olivia S. Mitchell
•  
• Session #111 SM/PD
• Financial Reporting Section Hot Breakfast
• Thomas Nace, Darin G. Zimmerman
•  
• Session #113 SM
Futurism Section Continental Breakfast
• Jeffrey C. Harper
•  
• Session #114 SM
• Management and Personal Development Section Continental Breakfast: Review of Recent Literature
• Faisal Siddiqi, Donna K. Ferguson
•  
• Session #115 SM
• Risk Management Section Continental Breakfast
• David N. Ingram, Francis P. Sabatini
•  
• Session #116 SM
• Smaller Insurance Company Section Continental Breakfast
• Philip A. Velazquez
•  
• Session #118 SM
• Health Section Hot Breakfast: Unwarranted Variation in Healthcare—Root Causes and Remedies
• Lisa F. Tourville, David Wennberg
•  
• Session #121 PD
• Integrated Medical and Disability: What are the Benefits?
• Karen L. Gervasoni, Dan Dunn, Tom Foran, William Molmen
•  
• Session #122 PD
• Economic Capital: Investment Implications
• David Hopewell, Keith Buckley, Jason E. Kehrberg, Benjamin Joe Yahr
•  
• Session #123 PD
• Meeting the Need—Demonstrating the Value of LTC Insurance
• Steven W. Schoonveld, William A. Dreher, Claude Thau
•  
• Session #124 PD
• Product Innovation Around the World
• Nancy Westfall Winings, Mark Xavier Geske, Bruce A. Lundeen
•  
• Session #125 PD/IF
• Reinsurance—Competition and Related Market Trends
• Gaetano Geretto, Wayne A. Daniel, Robert A. Diefenbacher, James R. Senn, Donald D. Solow
•  
• Session #126 IF
• Life Settlements for the Senior Market
• Robert P. Stone, Roger K. Annin, Steven Aupperle
•  
• Session #127 IF
• Corporate Governance and Enterprise Risk Management
• David N. Ingram, Douglas W. Brooks, Michael Moriarty, Larry H. Rubin
•  
• Session #128 L
Effective Presentations for Financial Managers
• Vincent J. Granieri, Carol Hemingway, Michael A. Hughes
•  
• Session #129 OF
• Do Actuaries Wear Sox?
• Eric R. Schuering, Mark E. Alberts, Eric R. Schuering, Shirley Hwei-Chung Shao
•  
• Session #130 Seminar
• Enterprise Risk Management and Pension Finance: Working in Tandem—Pension Plan Design and Risk: Challenging the Regulators
• Jeremy Gold, Steven A. Kandarian, Lawrence J. Sher, Frank Todisco
•  
• Session #133 PD
• SVL 2 Project—Principle vs. Rule Based Reserves
• Shirley Hwei-Chung Shao, Donna R. Claire, David E. Neve
•  
• Session #134 PD
• What Can be Done to Make Prescription Drugs More Affordable?
• Charles S. Fuhrer, Sean Brandle, Margaret Wood Wear
•  
• Session #135 PD
• Provider Contracting
• David V. Axene, David Fagan, Scott French
•  
• Session #136 PD
• Hot Topics in International Markets
• William R. Horbatt, Edwin H. Betz, Stephen Patrick Devine, Vania Brasil Simoes
•  
• Session #137 PD
• Performance Attribution Techniques
• Michael J. O'Connor, Jim Bachman, Phil Galdi
•  
• Session #138 IF
• An Inside View of Life Settlements
• Michael J. LeBoeuf, Michael Lawrence Frank, David J. Weinsier
•  
• Session #139 PD
• Reinsurance Market Landscape—From the Perspective of the Direct Writer
• Kelly A. Levy, Mary Ann Broesch, Kevin J. Howard
•  
• Session #140 PD
• Operational Risk—Recent Trends
• Samir Shah, Joel Aronchick, Raj Mittal
•  
• Session #141 TS
• LTC Experience Analysis
• James C. Berger, Patricia Prusha
•  
• Session #142 Seminar
• Enterprise Risk Management and Pension Finance: Working in Tandem— Capital Market Reaction
• R. Evan Inglis, Richard Berner, Jon Exley, D. Don Ezra