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Ethics in a Pension Context WebcastDec 17, 2015$149 Member / Non-MemberPurchase

CPD: 2.00
EA: 2.00
Competency: Professional Values

Inevitably, at some point in an actuary's career something goes wrong-a mistake is made, a miscommunication occurs, a confidence is breached or you're asked to do something you may not be qualified to do. How do you know what to do? 

Make sure to participate in this webcast to learn from experienced actuaries who will facilitate a discussion of various ethical problems faced by pension actuaries in their everyday practice. The presenters will suggest possible solutions and debate the merits of each. The broad concepts discussed in dealing with these pension-specific scenarios will be instructive in dealing with the ethical dilemmas that may occur anywhere in the business setting.

At the conclusion of the session, attendees will be able to:

  • Analyze the situation identified in the case study and identify the key issues raised;
  • Evaluate the approaches to resolving an ethical dilemma; and
  • Apply the principles embedded in the Code of Professional Conduct to resolve ethical dilemmas that may arise for pension actuaries in the course of their practice.

This webcast recording is recommended to meet Enrolled Actuary continuing education requirements. While the sponsors of this program recommends this topic to satisfy 2.00 EA Core/Ethics Continuing Education credit for Enrolled Actuaries, the final decision as to meeting this requirement rests with the Joint Board for the Enrollment of Actuaries.

Note: The recording available for purchase is intended for individual viewing. Only one EA credit certificate will be issued per recording purchase.

Successful Management of Insurance Business (LTC, Life and P&C) WebcastDec 17, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

Experts, Stan Hoch and Ben Keslowitz, will be speaking about the various steps involved in the management of inforce insurance business. Hoch's comments will primarily be directed at property and casualty business (P&C), whereas Keslowitz will focus his discussion on long term care insurance (LTC) with some comparisons to life insurance. In addition, Hoch and Keslowitz will address these P&C and LTC topics:

  • Asset management options;
  • Capital concerns and metrics;
  • Liability management and administration;
  • Optimizing profitability metrics;
  • Policyholder communications and rate filings; and
  • Valuation options and implications.


2015 Year-End Financial Reporting Considerations WebcastDec 16, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

The Smaller Insurance Company and Financial Reporting sections are delighted to present this annual webcast. Participants will be provided with a timely summary of things to consider for this year-end's financial reporting work.

For this year-end we have lined up three expert speakers to bring you up to speed on the latest considerations surrounding the following hot topics:

  • Cash Flow Testing
  • AG 48
  • NAIC Update

Participate in this webcast and be better prepared for this year-end's financial reporting work.

Global Social Security Reforms WebcastDec 15, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

Social security is a concept enshrined in Article 22 of the Universal Declaration of Human Rights, which states: "Everyone, as a member of society, has the right to social security and is entitled to realization, through national effort and international co-operation and in accordance with the organization and resources of each State, of the economic, social and cultural rights indispensable for his dignity and the free development of his personality."

This webcast will introduce the audience to recent reforms of social security regimes in selected geographies. Experts will discuss various approaches to providing old-age pensions, survivors' benefits, disability benefits and other traditional contingencies defined by Convention No. 102 of the International Labor Organization.

Economic Capital Modeling – Technical and Practical Considerations for Life Insurers WebcastDec 14, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

Although economic capital (EC) models have been in use or under development by life insurers for several years, practices vary across the industry and methodology continues to evolve. Experts for this webcast will address technical considerations for developing and maintaining an EC model, including:

  • Reflecting correlation and diversification benefits, using market risk examples;
  • Obtaining fast and accurate results from curve fitting and proxy modeling techniques; and
  • Using the EC model for business applications and how they are influenced by methodology choices and modelling techniques.


Life Insurance M&A WebcastDec 10, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

In this webcast, a panel of experts will provide an overview of the North American life and annuity mergers and acquisitions (M&A) landscape. The panel will discuss trends and share perspectives through the lens of a global reinsurer, an investment banker and an equity analyst.

Economic Capital Modeling – Technical and Practical Considerations for P&C Insurers WebcastDec 09, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

Experts will provide an overview of property and casualty economic capital modeling (ECM) components, modeling concerns and key considerations. The goal of the webcast is to help participants better understand ECMs and to provide them with the basics to move their companies toward their ECM 2.0. ECM 2.0 can become well-embedded within an organization, useful in business analysis and decision-making, as well as understood throughout the company. 

Issues and Challenges in a Principle-Based Reserving World WebcastDec 08, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

With full principle-based reserving (PBR) requirements looking more likely by 2017, actuarial practitioners are becoming more concerned about the implications. Already the requirements are a reality in Actuarial Guidelines 38 and 48. This webcast will consider the practical implications of PBR and the calculations prescribed by Actuarial Guideline 48, considering both level term business and universal life business with secondary guarantees. The findings discussed will provide an indication as to what issues the insurance industry might need to anticipate as it prepares for the wider implementation of PBR in the coming years.

Medicaid Long-Term Services and Supports (LTSS) 101 WebcastDec 04, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

The demand for long-term services and supports (LTSS) is on the rise as the U.S. population continues to age. The upcoming surge in the elderly population is introducing a spotlight on LTSS, and the increasing burden to our publicly funded programs.

This webcast will introduce the audience to Medicaid LTSS, covering the basics of various state programs including: stakeholders, benefits, covered population, care delivery, and financing. An introduction to the capitation rate setting process will also be given. Experts will discuss various state approaches to providing LTSS to Medicaid recipients which include fee-for-service (FFS), managed care delivery of benefits, distribution of beneficiary costs and challenges faced from different perspectives. They will also review methods utilized to control LTSS costs under state Medicaid programs and alternative health care models and delivery systems that may be employed.

Catch-up with Solvency IIDec 03, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

U.S. insurers can improve their Enterprise Risk Management framework and procedures by learning from the experience of European insurers confronted with Solvency II requirements for their:

  • Solvency capital calculation by implementing the standard formula given by the regulators (Pillar 1) and understanding its risks diversification properties.
  • Own Risk and Solvency Assessment (ORSA), as the cornerstone of the risk governance and monitoring (Pillar 2). The webcast will focus on how implementing a risk policy corresponding to the strategic planning of your company and using stress test scenarios to determine your risk profile and monitor it.
  • Reporting to the regulators and to the public (Pillar 3) that necessitate a strong organization and planning ahead to be able to produce all the required templates and reports and use them as risk monitoring tools.


Health Statement Actuarial Opinions and Actuarial Memoranda WebcastDec 03, 2015$149 Member / Non-MemberPurchase

CPD: 1.80
Competency: Health Section, Financial Reporting Section

This webcast is presented by: Health Section

This webcast will cover the Actuarial Opinion and Memorandum for Health Actuaries. Experts will address these topics:

  • Types of Actuarial Opinions
  • Components of the Opinion
  • Scope and format of the Actuarial Memorandum
  • A discussion of the items to include in the Actuarial Memorandum for the most common A&H reserves and Liabilities
  • Other considerations for Health Actuaries preparing the Actuarial Memorandum, including challenges related to the ACA

 Note:  The recording available for purchase is intended for individual viewing.

Problem Solving with Machine Learning: A Practitioner’s Approach WebcastDec 02, 2015$149 Member / Non-MemberPurchase

CPD: 1.50

Competency: Technical Skills & Analytical Problem Solving

In a 2001 paper, famous statistician Leo Brieman classified statistical modeling in two classes: one, stochastic data model (requires a complete understanding of the underlying data generating process (DGP)) and two, algorithmic models (treats DGP to be unknown). He argued that if "our goal as a field is to use data to solve problems, then we need to move away from exclusive dependence on data models and adopt a more diverse set of tools." In this webcast, experts will give a practitioner's-level overview of these "diverse set of tools" along with philosophical motivations and an illustrative case study.

Experts will also use real cases to demonstrate how actuaries can build models to help solve business problems. The examples will include:

  • Predicting policy lapses to guide actuarial assumption setting; and
  • Analyzing a hospital readmission dataset with an objective of predicting patients' likelihood of coming back to hospital during the first 30 days of discharge.


A series of progressively complex predictive modeling tools will be presented. The learning algorithms discussed will include:

  • The more classical, but still useful, generalized linear model framework;
  • The more adaptive, but at times fragile, classification and regression tree (CART) model; and
  • Ensembled extensions of CART models that achieve best in class performance: Random Forests and Gradient Boosted Machines.


Six Servant Leadership Principles of Success and Bottom-Line Impact WebcastDec 01, 2015$149 Member / Non-MemberPurchase

CPD: 1.80

Participants will learn essential servant leadership behaviors that lead to excellence, motivate and inspire teams and produce business results. To showcase the latest research and best practices, case studies involving successful global companies will further demonstrate what active servant leadership looks like in practice. Ultimately, participants will identify the high standards and set the bar for servant leadership as the foundation for developing and shaping a leadership culture that produces results.