SOA 2007 Annual Meeting & Exhibit

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

Purchase Audio from Conference Sessions

• Session #1: Management & Personal Development Section Reception: Strategies of the Savvy–Making Politics Work for You
  Liz Berney*, Michael M. Braunstein, ASA
  (Handout Not Available)
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• Session #3 Investment Section Breakfast
  Marc N. Altschull, FSA, David J. Merkel, FSA
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• Session #4 Product Development Section Breakfast
  Jeffrey A. Beckley, FSA, R. Dale Hall, FSA
  (Handout Not Available)
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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
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• 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
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• Session #14 PPA 1: Pension Funding Rules Recap
  David R. Godofsky, FSA, Jeffrey Litwin, FSA, Kent Mason*
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• Session #15 What Does the Future Hold for Smaller Insurance Companies?
  W. Howell Pugh, FSA, John E. Tiller, FSA, Angeles Yanez*
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• Session #16 Life and Annuity Product Development–Year in Review
  Christine E. Dugan, FSA, Rhonda R. Elming, FSA, Elinor Friedman, FSA
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• 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
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• Session #20 Economic Capital Models
  Tamsin Abbey*, Patricia E. Matson, FSA, Hubert B. Mueller, FSA, Craig Turnbull*
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• Session #21 Reserving Techniques for the Health Actuary
  David Allan Berry, FSA, Jonathan Mark Hendrickson, FSA, John C. Lloyd, FSA
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• Session #23 Technology Section Luncheon
  Joseph Liuzzo, FSA, Carl J. Nauman, ASA, Kevin J. Pledge, FSA
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• 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
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• 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
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• Session #28 Retiree Medical Plans–Public Sector
  Ronald Vincent Gresch, ASA, Kathleen E. Manning, FSA
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• Session #29 A Market View of Long–Term Care Risk
  Enid Kassner*, Harriet Komisar*, Mark E. Litow, FSA, Steven W. Schoonveld, FSA
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• 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
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• Session #33 PPA 2: Actuarial Responsibilities
  Joseph F. Hicks*, Ellen L. Kleinstuber, ASA, David Louis Palmerito, ASA
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• Session #34 What's New with Indexed Life
  Robert P. Stone, FSA, Gregory D. Turner, FSA, David J. Weinsier, FSA
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• Session #35 Introduction to Medical Demography
  P.J. Eric Stallard, ASA, Jim Toole, FSA
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• Session #36 The New World of Financial Reinsurance
  Laura Bazer*, Jeffrey R. Burt, FSA, Lawrence S. Carson, FSA, Jean–Francois Poulin, FSA
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• Session #37 Speaking for Success: Best Practices in Presenting–Part 2
  Laurie Schloff*, David M. Walczak, FSA
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• Session #38 Effective Stress Testing
Lijia Guo, ASA, Michael O. Khalil, FSA
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• Session #39 The Speed–to–Market Imperative–Implications for Product Development and Product Strategy
  Van Beach, FSA, Alice Kroll, FSA, Marianne C. Purushotham, FSA
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• Session #41 Education Redesign
  Stephen A. Eadie, FSA, Alan D. Ford, FSA, Stuart Klugman, FSA
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• Session #43 Reinsurance Section Breakfast
  Kimberly Dorgan*, Gaetano Geretto, FSA, Graham W. G. Mackay, FSA
  (Handout Not Available)
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• Session #44 Health Disability Special Interest Group Breakfast
  Richard Carlson Leavitt, ASA
  (Handout Not Available)
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• Session #45 Smaller Insurance Company Section Hot Breakfast
  William M. Sayre*
  (Handout Not Available)
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• Session #46 Management & Personal Development Section Continental Breakfast
  Scott D. Haglund, FSA, Kristen Walter–Wright, FSA, Donna K. Weninger, FSA
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• Session #47 Education & Research Section Continental Breakfast
  Ian G. Duncan, FSA, Charles S. Fuhrer, FSA
  (Handout Not Available)
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• Session #49 CRO Forum & Hot Breakfast
  Douglas W. Brooks, FSA, Ronald J. Harasym, FSA, Max J. Rudolf, FSA
  (Handout Not Available)
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• 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
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• Session #54 Industry Solutions to Addressing the Long–Term Care Risk
Mark Meiners*, Dick Merrill*, Steven W. Schoonveld, FSA, Eileen J. Tell*
(Handout Not Available)
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• Session #55 Understanding the Market for Retirement Income
  Brent Hamann*, Kelli Hueler*, Christoper G. Raham, FSA, Robert P. Stone, FSA
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• 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
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• 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
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• 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 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 U.S. GAAP Workshop
  Rod L. Bubke, FSA, Steven F. Malerich, FSA
  (Handout Not Available)
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• Session #71 Needs and Spending in Retirement: Unraveling the Mystery–Part 2
  Vickie Bajtelsmit*, Yung–Ping (Bing) Chen*, John Turner*
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• 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
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• Session #75 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
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• Session #78 Succeed in Actuarial Consulting: Legal and Business Tools for the Solo and Small Firm Actuary
  Sandor Goldstein, FSA, David S. Rintoul*
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• 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*
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• Session #83 Role–Reversal Debate between Portfolio Management and Actuaries
  Marc N. Altschull, FSA, Ross Bowen, FSA, Daniel P. Fox, FSA, Ken Griffin, ASA, Ram Kelkar*
  (Handout Not Available)
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• Session #84 More than MECs: Actuarial Elements of the Tax Law
  Charles Harvey Miller, FSA
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• Session #85 Efficient Use of Capital for Disability Insurers
  Jeff Babino*, Scott D. Haglund, FSA, Richard Carlson Leavitt, ASA, Michael David Mulcahy, FSA
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• 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 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*
  (Handout Not Available)
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• Session #89 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
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• Session #93 Product Filing Anxiety: Tips and Advice to Make Your Filings Less Painful
  Kathryn Ruth Gurnett*, Steven E. Konnath, FSA, Beth O'Quin*
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• 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*
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• Session #96 Halmstad Prize Winner Presentation – CANCELLED!
Ian G. Duncan, FSA, B. John Manistre, FSA
(Handout Not Available)
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• Session #97 Communications Savvy: Secrets to Becoming Influential–Part 2 David C. Miller, FSA
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• 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 Financial Reporting Section Breakfast Jerry F. Enoch, FSA, Henry W. Siegel, FSA
  (Handout Not Available)
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• Session #105 Health Section Breakfast
  Lawrence Gostin*, Jim Toole, FSA
  (Handout Not Available)
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• Session #106 Long Term Care Section Hot Breakfast–Round Table Discussion (Handout Not Available)
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• Session #107 Joint Risk Management Section Breakfast
  Douglas W. Brooks, FSA, Kevin G. Dickson*
  (Handout Not Available)
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• Session #110 Actuaries Without Frontiers Arthur C. Cragoe, FSA
  (Handout Not Available)
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• 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 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
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• Session #116 Update on Qualification Standards
  Sheila Kalkunte*, Kathleen A. Riley, FSA, Henry W. Siegel, FSA
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• 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
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• Session #119 Stochastic Modeling for Life Insurance
  Douglas L. Robbins, FSA, David J. Weinsier, FSA, David Lawrence White, FSA, Wing Wong, FSA
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• Session #120 New Developments in Disability Products
  Andre C. Baillargeon, FSA, Margaret Donavan, FSA
  (Handout Not Available)
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• Session #121 Refining Pricing Models with Predictive Modeling
  Vincent Michael Kane, FSA, Joseph N. Romano, ASA, Rong Yi*
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• Session #122 The Long Term Care Intercompany Experience Study
  Gary L. Corliss, FSA, Barry M. Koklefsky, FSA
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• 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*
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• Session #125 Emotional Intelligence
  Katherine Green*, Faisal Siddiqi, FSA
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• Session #126 U.S. GAAP for International Insurers Workshop
  Mike Y. Leung, FSA, Michael J. Lockerman, FSA
  (Handout Not Available)
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• Session #127 Insights into Financial Reporting Process Improvement Workshop
  Kevin L. Kehn, FSA, Jason A. Morton, FSA
  (Handout Not Available)
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• Session #128 SOA Risk Adjuster Research Study Results
  Syed Muzayan Mehmud*, Ross A. Winkelman, FSA
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• 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
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• Session #131 Medicare 2008–Past and Future
  Daniel W. Bailey, ASA, Eric P. Goetsch, FSA, Brent Lee Greenwood, ASA
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• Session #132 Retirement Education & Communication
  Christine T. Mahoney, FSA, Betty Meredith*, Chad R. Runchey, ASA, Suzanne Samuelson*, Diane Savage*
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• Session #133 The Impact of Reversion Taxes on Pension Funding
  Ronald Gebhardtsbauer, FSA, Victor Modugno, FSA, Mark J. Warshawsky*
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• Session #134 Defining and Classifying Operational Risk
  Michael Chagares*, Karen J. DeToro, FSA, David T. Henderson, FSA
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• 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
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• Session #136 Mortality Forecasting for Life Insurers and Pension Plans
  Thomas P. Edwalds, FSA, Mary Rosalyn Hardy, FSA
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• Session #137 What Does the Future Hold for Universal Life?
  Catherine J. Bierschbach, FSA, Michael L. Kaster, FSA, Michael Symonds, FSA
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• Session #138 "An Inconvenient Actuary": Environmental Industry Career Prospects
  Pierre Bull*, James Johnson*, Michel Rochette, FSA , Jim Toole, FSA
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• Session #139 Navigating the Path of Uncertainty: A CEO Mindset for the FSA
  Joseph Paesani, FSA
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