SOA 2006 Annual Meeting & Exhibit

Below you will find presentations from various sessions at the SOA 2006 Annual Meeting, held in October, 2006 in Chicago, IL. Please note that some have multiple handouts from different authors/presenters and that some handouts are not available.

Purchase Audio from Conference Sessions

• Session #1 SM/TS Create a Powerful Marketing Message... And Practice It! A Learning and Social Networking Reception
  John West Hadley
  (Handout Not Available)
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• Session #4 SM Education & Research Section Continental Breakfast
  Ian G. Duncan, Thomas P. Edwalds
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• Session #5 SM/PD Management and Personal Development Section Continental Breakfast: Review of Recent Executive Books
  Donna K. Weninger, Faisal Siddiqi
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• Session #6 SM/CS Product Development Section Hot Breakfast
  Elinor Friedman
  (Handout Not Available)
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• Session #7 SM/L Risk Management Section Hot Breakfast
  Douglas W. Brooks
  (Handout Not Available)
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• Session #9 GS General Session and Keynote Speaker
  Annie McKee
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• Session #11 PD Preferred Mortality Research: Initial Results Revealed
  Larry M. Gorski, Richard L. Bergstrom, Douglas C. Doll, Dieter S. Gaubatz, Allen M. Klein
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• Session #12 PD Evaluating Care Management Savings
  Ian G. Duncan, Michael Cousins, Ronald J. Ozminkowski
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• Session #14 PD Long-Term Care Insurance Hot Topics
  Michael C. Frings, Warren R. Jones, Sam Morgante, Amy Pahl
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• Session #15 PD How Virtual Can Your Firm Be? Distribution Channel Risks and Outsourcing
  Van Beach, Mike Kerrey, Mike O'Brien, Faith E. Trapp
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• Session #16 PD Update on U.S. Pension Funding Reform
  Ronald Gebhardtsbauer, Barton G. Fleming, Bruce C. Gaffney, Ronald Gebhardtsbauer, Kathryn Jennings Kennedy
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• Session #17 PD Pricing Lapse Supported/Lapse-Sensitive Products
  Dominique Lebel, Kevin J. Howard, Lloyd D. Milani, Michael L. Zurcher
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• Session #18 PD Life and Annuity Product Development—Year in Review
  Elinor Friedman, Christine E. Dugan, Robert P. Stone
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• Session #19 PD Reinsuring Catastrophic Mortality Events
  John Kiernan, Kevin R. Keith, Roger K. Smith, David J. O'Brien
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• Session #20 PD Competing on Analytics
  Kevin J. Pledge, Neil Raden, Craig Johns
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• Session #21 BG Principles-Based Reserving in a Smaller Insurance Company Environment
  Norman E. Hill, W. Howell Pugh, James R. Thompson
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• Session #22 OF U.S. GAAP Update
  Darin G. Zimmerman, Richard D. Farrell, Daniel Edward Winslow
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• Session #23 TS Valuing the Assets and ALM Risk Under Principles-Based Accounting
  Anthony Dardis, Arthur Aaronson, Frederick W. Jackson, Michael J. O'Connor
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• Session #24 TS What Principles-Based Reserving Will Mean for Risk Management and the Role of the CRO
  Hubert B. Mueller, David T. Henderson, David E. Neve, Connie W. Tang
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• Session #26 WS Speaking for Success—Best Practices in Presenting—Part 1
  Jennifer L. Gillespie, Sudha Shenoy, Laurie Schloff
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• Session #27 Seminar Retirement Systems in the Global Economy: Evolution or Intelligent Design? Part 1—The Role of Occupational and Social Benefits in the Global Environment
  Joshua David Bank, Carol A. Bogosian, Robert L. Brown, Michael D. Tanner, Mitchell Wiener
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• Session #29 PD Financial Economics and Increasing the Value of Actuaries in the Corporate World
  Christopher E. Clark, Stuart Klugman, Henry M. McMillan
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• Session #30 PD Medical Expense Trends—Update on Recent Trend Drivers and Future Expectations
  Lisa F. Tourville, Steven Cohen, Michael J. Dekker, Lisa F. Tourville
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• Session #31 PD Rating Agencies—What are they Thinking?
  Mark E. Billingsley, Stephanie Guethlein McElroy, Peter Patrino, Neil T. Strauss
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• Session #32 PD The LTC Financing Crisis—The Cost of Ignoring the Problem
  Vincent L. Bodnar, Kara L. Clark, Barry Fisher
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• Session #33 PD Communications and Circular 230
  Howard A. Freidin, Helen Morrison
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• Session #34 PD Principles-Based Valuation: What the Product Development Actuary Needs to Know
  R. Dale Hall, Keith A. Dall, Dieter S. Gaubatz
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• Session #35 PD What's New in the Deferred Annuity Market
  Christine E. Dugan, Brian Grigg, Douglas Meyer, F. Scott Rocco
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• Session #36 PD Older Age Mortality: Three Differing Views
  Jeffery T. Dukes, Edward Hui, Gabriel R. Schiminovich, David Wesley
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• Session #37 PD Designing Hedge Strategies in Concert with Product Design
  Francis P. Sabatini, Matthew D. Wion
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• Session #38 PD Project Management for Actuaries
  Frank G. Reynolds, Paula M. Hodges, Mervyn Kopinsky, Bob Stellato
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• Session #39 CS What it Takes to Get Into LTCI
  Kathleen Hamby, Carol Stuart Golden, Dawn E. Helwig
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• Session #40 OF Update on Qualification Standards
  Kathleen A. Riley, Tom Bakos, Henry W. Siegel
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• Session #41 OF Group Life and Waiver Experience Studies
  Robert W. Beal, John A. Bettano, Susan R. Sames
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• Session #42 TS From FSA to CEO: The Path is Quicker Than You Think
  Joseph Paesani
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• Session #43 TS A&H Valuation Refresher Course
  William R. Lane, David Allan Berry, Amy Pahl
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• Session #44 TS The Duration and Convexity Tonic
  Nicola P. Barrett, Ariel Halpert
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• Session #45 TS State-of-the-Art Distribution Channel Modeling—Modeling Incoming Call Volume in a Direct Response Environment
  Juliet Sandrowicz, Peter Varisco
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• Session #46 WS U.S. GAAP Workshop
  Richard D. Farrell, Daniel Edward Winslow, Darin G. Zimmerman
  (Handout Not Available)
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• Session #47 Seminar Retirement Systems in the Global Economy: Evolution or Intelligent Design? Part 2—Successes and Failures in Retirement Security Systems
  Joshua David Bank, Robert L. Brown, Ronald Gebhardtsbauer, Michael D. Tanner, Mitchell Wiener
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• Session #49 WS Speaking for Success—Best Practices in Presenting—Part 2
  Jennifer L. Gillespie, Sudha Shenoy, Michael M. Braunstein, Gail A. Hall, Laurie Schloff, David M. Walczak
  (Handout Not Available)
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• Session #51 PD Investments for Pension Plans, Including Frozen Plans
  Laura L. Mitchell, Louis D. Finney, Gordon John Latter
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• Session #52 Seminar Retirement Systems in the Global Economy: Evolution or Intelligent Design? Part 3—Re-envisioning Retirement Systems
  Joshua David Bank, C. Ian Genno, Anna M. Rappaport
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• Session #57 SM Disability Special Interest Group Hot Breakfast
  Barry J. Petruzzi, Jeffrey Babino, Jeffrey N. Krohn
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• Session #59 SM Reinsurance Section Hot Breakfast
  Lawrence S. Carson, Graham W. G. Mackay
  (Handout Not Available)
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• Session #60 SM Smaller Insurance Company Section Continental Breakfast
  Philip A. Velazquez
  (Handout Not Available)
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• Session #62 SM/PD Technology Section Hot Breakfast: Technology—Is the Insurance Industry Doing Enough?
  Charles S. Fuhrer, David L. Snell, Ted Taupier
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• Session #64 PD Economic Capital and the New Enterprise Risk Management Environment
  Matthew P. Clark, Shu-Yen Liu, B. John Manistre
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• Session #65 PD Life Settlements and the Future
  Michael S. That, Philip J. Bieluch
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• Session #66 PD Medicare Part D Overview
  Stephen J. Kaczmarek, Anant Galande, Paul I. Spitalnic
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• Session #67 PD Mini-Med Products and Distribution
  William R. Lane, Kevin J. Borchert, Tom Remlinger
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• Session #68 PD Short-Term Disability: Where are We?
  Peter A. Heinrichs, William J. Bossi, Scott D. Haglund, John Robert Murphy
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• Session #69 PD Liability-Driven Investments for Pension Funds
  Douglas W. Andrews, Francois Carrier, Jon Palin, James Scott
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• Session #70 PD Long-Term-Care Insurance Outside the United States
  Tyree S. Wooldridge, Timothy Edwin Hale, Dirk Nieder, Angeles Yanez
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• Session #72 PD Late-Breaking Developments
  Thomas M. Sablak, Tonya B. Manning, Donald J. Segal, Susan Daley
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• Session #73 PD What's New in the Payout Annuity Market?
  Michael L. Kaster, Bob Affronti, John F. Bevacqua, Robert S. James
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• Session #74 IF Federal Income Tax Implications of Principles-Based Reserving
  Charles D. (Bud) Friedstat, Joseph F. McKeever, III, Edward L. Robbins, Peter H. Winslow
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• Session #75 I Personal Risk Management (PRM) vs. Enterprise Risk Management (ERM)
  Teresa Russ Winer, Max J. Rudolph, Daniel Edward Winslow
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• Session #76 TS How Much is Enough?
  Anthony Dardis, Sarah L. M. Christiansen, Steven Lane Craighead
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• Session #77 TS Preparing for Extreme Circumstances in a Smaller Insurance Company Environment
  Susan L. Keisler-Munro, Thomas P. Edwalds, Jim Toole
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• Session #78 Seminar The Actuary in the Age of Individual Responsibility: Part 1—Behavioral Finance and Personal Retirement Income Strategies
  Anna M. Rappaport, Emily K. Kessler, Jack Vanderhei
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• Session #80 Seminar Principles-Based Reserving
  David E. Neve, Sharon S. Brody, R. Dale Hall, Carol A. Marler, David E. Neve, Allan W. Ryan
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• Session #82 Seminar The Influential Manager
  David C. Miller, Vincent J. Granieri
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• Session #84 PD Skills Needed to Advance Corporate Ladder
  Mark M. Yu, Anthony Galioto, Bob Morand, Sim Segal
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• Session #85 PD Consumer-Driven Health Care: Who's Driving?
  Jodie L. Hansen, Kathleen A. Leonard, David M. Tuomala
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• Session #86 PD Worksite Products Update
  Thomas R. Corcoran, Richard D. Schaefer, Mark D. Schwisow
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• Session #87 PD ERM for a Health Care/Health Insurance Company
  Kara L. Clark, Rajeev Maxwell Dutt, Neal I. Freedman
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• Session #88 PD Financial Reporting for Multinationals from a North American Perspective
  Craig W. Reynolds, Nathan A. Greenlee
  
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• Session #89 PD The Actuarial Layman's Guide to Building Stochastic Interest Rate Generators 14 Years On
  Anthony Dardis, Mary Rosalyn Hardy, Mark S. Tenney
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• Session #90 PD Long-Term-Care Hybrid Insurance Products
  Steven J. Pummer, John T. Adney, Carl A. Friedrich
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• Session #92 PD Indexed Products: Distribution and Suitability
  Robert P. Stone, Joan Boros, Jim Mumford
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• Session #93 PD What Every Pension Actuary Should Know about Mortality (Tables)
  Emily K. Kessler, Arthur L. Conat, Paul Gajdel
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• Session #94 PD You Bet Your Life: Insurable Interest in Life Insurance
  Mark Swanson, Diana Chafey, Kevin Oldani, John E. Tiller, Jr.
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• Session #95 D Implications of Financing Reinsurance Premiums
  Ronald L. Klein, Alan Buerger, William Moore
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• Session #96 TS ERM Capability—What it Means and How to Get the Most Out of It
  Prakash A. Shimpi, Wayne H. Fisher, David T. Henderson
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• Session #97 Seminar The Actuary in the Age of Individual Responsibility: Part 2—Implications of Public Knowledge About Retirement Risks
  Anna M. Rappaport, Karen K. Barnes, Dawn E. Helwig, Sarah A. Holden
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• Session #99 GS Presidential Luncheon and Keynote
  Daniel Diermeier
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• Session #101 PD Techniques for Selecting Scenarios From Stochastic Scenario Sets
  Sarah L. M. Christiansen, Chin-Mei Yvonne Chueh, Steven Lane Craighead, Larry M. Gorski
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• Session #103 PD Legal and Regulatory Issues in Disability Income
  Robert W. Beal, Richard E. Ramsay, Leo Tinkham, Jr.
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• Session #104 PD Actuarial Economics
  Nicola P. Barrett, Philip S. Borba, Kurt Karl
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• Session #106 PD Risk Position Reporting Revisited
  Anthony Dardis, Ellen Cooper
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• Session #107 PDIs Your Information Safe?
  William Fred Farris, Walter Berkowicz, Tom Luick
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• Session #108 CS Principles-Based Reserving: A Case Study for PD Actuaries
  Christine E. Dugan, Arnold A. Dicke, David E. Neve
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• Session #109 D Outside-in View of LTCI Industry
  Steven J. Pummer, Eric Berg, Neal I. Freedman, Jeremy Pincus
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• Session #110 L Leveraging Your Professional Presence for Greater Visual Impact
  Donna K. Weninger, Maureen Costello
  (Handout Not Available)
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• Session #111 OF Information Technology in Financial Reporting
  Vincent Y. Y. Tsang, Steve Goren, Kamini Desai Silva
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• Session #112 PP Variation by Duration in Individual Medical Insurance Claims
  Ronora E. Stryker, Missy Gordon, Leigh M. Wachenheim
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• Session #113 TS Pricing on a GAAP Basis
  Nancy Westfall Winings, Michael Lawrence Parker
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• Session #114 WS Walking with Giants—Finding Your Way as a Smaller Insurance Company
  Susan L. Keisler-Munro, David M. Dillon
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• Session #115 Seminar The Actuary in the Age of Individual Responsibility: Part 3—DC Plan Design for DB Actuaries
  Anna M. Rappaport, Karen K. Barnes, Carol A. Bogosian, David M. Cantor
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• Session #116 Seminar New Thinking on Enterprise Risk Management and Pension Plans: Part 1—Enterprise Risk Management and Defined Benefit Plans
  Andrew J. Peterson, Douglas W. Andrews, Eric S. Friedman, Jane Western
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• Session #630 OF Education Redesign
Stuart Klugman, Stephen A. Eadie
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• Session #117 SM Pension Section Hot Breakfast Joshua David Bank
(Handout Not Available)
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• Session #118 SM Financial Reporting Section Hot Breakfast Henry W. Siegel, Darin G. Zimmerman
  (Handout Not Available)
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• Session #119 SM/BG Health Section Hot Breakfast
  Joel Shalowitz
  (Handout Not Available)
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• Session #120 SM/L Investment Section Hot Breakfast
  Sean Patrick Casey, Anthony Dardis, Catherine E. Ehrlich, Paul B. Stephens
  (Handout Not Available)
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• Session #122 GS SOA/CIA General Session and Keynote
  Gerard Baker
  (Handout Not Available)
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• Session #123 PD Principles Underlying Actuarial Science
  Stuart Klugman, Arnold A. Dicke
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• Session #124 PD Pandemics: What You Need to Know
  Brian L. Louth, Oscar A. Cartaya, Brian Ivanovic, Max J. Rudolph
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• Session #125 PD Risk Pooling for Multinational Employers
  Alexander Kogan, Susan Angelastro, Patrick Gallagher
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• Session #126 PD Status Report on International Accounting
  Henry W. Siegel, Peter Clark, Mike Lombardi
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• Session #127 PD Provider Reimbursements Under Medicare
  Mark E. Billingsley, Armen Akopyan, Joel Shalowitz
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• Session #128 PD
John M. Stenson, Howard J. Bolnick
Health Care Financing Systems—International Perspectives
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• Session #129 PD Update on the Canadian Retirement Landscape
  Martine Sohier, Ross A. Gascho, C. Ian Genno
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• Session #130 PD Pricing in a Principles-Based Reserve World: The Canadian Experience
  R. Dale Hall, Sharon Giffen, Kari L. Holdsworth, Bonnie E. MacKenzie
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• Session #131 PD The Actuary's Role in Measuring, Monitoring and Managing Risks that are Traditionally Outside the Actuarial Domain
  Michel Rochette, David T. Henderson, Allan Mark Levin
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• Session #132 IF Communication Savvyness: Secrets to Becoming More Influential—Part 1
  David C. Miller
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• Session #133 TS Convergence of Capital Standards in the Financial Services Industry (Basel II)
  Catherine E. Ehrlich, Carl Groth, Christopher M. Suchar, Stuart F. Wason
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• Session #134 Seminar New Thinking on Enterprise Risk Management and Pension Plans: Part 2—Pension Risk Measurement and Management: A Chicken and Egg Dilemma
  Eric S. Friedman, Richard E. Jones, Irwin Tepper
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• Session #135 PD The Life Settlements Market
  Joseph Kordovi, Vera F. Dolan, Tony Duscio, Jeyaraj Vadiveloo
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• Session #136 GS SOA/CIA General Luncheon and Keynote
  Emily S. Andrews
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• Session #138 PD Post Morris Review, What Has Changed?
Normand Gendron, Robert M. Beuerlein, Monique Tremblay
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• Session #139 PD Principles-Based Reserving and Capital: What Canadian and U.S. Actuaries Can Learn from Each Other
  Larry J. Bruning, Michael A. Bean
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• Session #140 PD Fair Value Topics
  Darin G. Zimmerman, Larry H. Rubin, Donald D. Solow
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• Session #141 PD Preparing for Extreme Events
  Jim Toole, Janet M. Carstens, Vera F. Dolan, Max J. Rudolph
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• Session #142 PD Pension Plan Freezes and Terminations: Mechanics and Law
Laura L. Mitchell, Richard A. Sirus, David N. Strom>
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• Session #144 IF Communication Savvyness: Secrets to Becoming More Influential—Part 2
  David C. Miller
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• Session #145 OF The Actuary as a Health Care Consumer
  Damian A. Birnstihl
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• Session #146 TS Credit Risk Modeling
  Martin K. le Roux, Fred Ten Lohuis, David Maloof
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• Session #147 TS The ERM Auditor
  Thomas P. Conway, Richard W. Gorvett
  (Handout Not Available)
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• Session #148 Seminar New Thinking on Enterprise Risk Management and Pension Plans: Part 3—Financial Economics as a Practical Tool
  Krzysztof M. Ostaszewski, Alexander Landsman, Gordon John Latter
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