V51 – VM31 – PBR Actuarial Report – Which ASOPs Matter? Virtual Session

Date

May 09, 2017

  • Professional Values

Event Home | Registration | Presenter & Moderator | CPD

 

Presented by

Financial Reporting Section

Time

8:15 - 9:30 a.m. PT

Location

This virtual session takes place via the Internet.

Registration Fees

Registration is now closed. The SOA Customer Service Center is available to assist you Monday through Friday, 8:00 a.m. to 5:00 p.m. CDT. Please call +1-888-697-3900.

Who Should Participate

Members of the following sections: Insert who should Attend ,as well as all others with an interest in the topic.

Description

The presenters at this session discuss the role of one or more Qualified Actuaries as they interface with other company actuaries including the Appointed Actuary when completing the PBR Actuarial Report required by VM-31. We review the requirements of VM-G on governance and various ASOPs that might apply when completing this important PBR requirement

At the conclusion of this session attendees will understand how professional standards apply to the PBR Actuarial Report including:

  • the role of the company, company actuaries, one or more Qualified Actuaries and the Appointed Actuary as discussed in VM-G,
  • the broad requirements of VM-31 regarding the PBR Actuarial Report, and,
  • which ASOPs might apply in preparing this report.

How the live virtual session works and what it includes:

Connect to the Internet to participate in the session as it takes place at the 2017 Life & Annuity Symposium in Seattle. The virtual broadcast streams the video, audio and PowerPoint slides through your computer during the session. As a virtual participant, you will be allowed to interact and submit your questions for live response during the session.

You will participate in the virtual session via the Internet. A computer with Internet access and sound capabilities is required. No other equipment is necessary. On May 5, 2017 before 2:00 p.m. CT you will be sent detailed instructions via email including the web address for accessing the program. Any handouts that are available will also be sent. You will follow along with both the slide presentation and the audio portion of the broadcast over the Internet.

The registration fee includes:

  • One access code per location to the live virtual session;
  • One Internet connection;
  • One phone connection (to be used only if experiencing sound issues or if in a conference room with a group); and
  • One set of presentation materials.

Please note that each access code may only be used for one location, even if you register for more than one participant.

Post-Event Purchase Opportunity:

For those who are interested in SOA virtual sessions, but are unable to participate in the live event, access to an archived recording of the virtual session will be available for purchase approximately 10 business days following the event.

 

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Legend

Communication

Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.

Leadership

Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.