SOA releases passing candidate numbers for March 2021 Exam IFM.

Edition
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Agenda

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Attendee List

Sunday, October 15
6:00 a.m. – 7:00 a.m.

Session Coordinator(s)

Facilitator(s)

7:00 a.m. – 8:00 a.m.
  • Understand a formula for creating new actions and habits in human beings
  • Dispel some of the myths of how and why people make decisions-- Specifically, we will look at why providing information alone is seldom an effective tool to influence people
  • Understand the critical role of context in influencing humans and understand the Four Contexts that highly effective influencers learn to design

Session Coordinator(s)

Facilitator(s)

8:00 a.m. – 8:20 a.m.

Session Coordinator(s)

Facilitator(s)

8:20 a.m. – 9:20 a.m.
  • How to design systems to influence people
  • Worked examples
  • Special case: Behavior-linked insurance design: influencing policyholders or members at scale
  • Bonus: Psychological needs-matched insurance plan design

Session Coordinator(s)

Facilitator(s)

9:20 a.m. – 9:40 a.m.

Session Coordinator(s)

Facilitator(s)

9:40 a.m. – 11:00 a.m.
  • The role of physical spaces in influencing people
  • Examples from "performance architecture"
  • The role of other people in influencing our behavior: The science of social contagion, social network effects, mirror neurons and the mythical "they"
  • How to use Social influence methods to win before you start a presentation
  • Bonus: How to set up a room before you make a presentation as an actuary

Session Coordinator(s)

Facilitator(s)

11:00 a.m. – 12:00 p.m.

Session Coordinator(s)

Facilitator(s)

12:00 p.m. – 1:00 p.m.
  • The context of the Self explained
  • How and why people decide to buy (an idea or a product) at the level of their "model of the world"
  • The three critical questions people ask before deciding to adopt your advice
  • How to influence people by helping them to see, extend and adapt their model of the world--model-based influence methods explained
  • Why the best mental model always wins vs the best presentation, product or explanation
  • Bonus: A formula for effective model-based influence

Session Coordinator(s)

Facilitator(s)

1:00 p.m. – 1:20 p.m.

Session Coordinator(s)

Facilitator(s)

1:20 p.m. – 3:00 p.m.
  • The power of story to influence people: Why story trumps facts and statistics every time
  • Story structure and story types
  • Five immediately usable tips to change your presentation effectiveness forever
  • Questions and further discussion from the day, and a chance to put some of your new found knowledge into immediate action

Session Coordinator(s)

Facilitator(s)

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