A Dynamic Perspective
The 2018 SOA Valuation Actuary Symposium covers a range of content relevant to the finance, health and life industries. Attend to increase your acumen on the latest topics in valuation and financial reporting.
- Choose from 60+ thought-provoking education sessions
- Learn from dynamic speakers on diverse topics
- Network with 600+ peers
With over 600 actuaries in attendance, this symposium also allows plenty of time for networking and making important professional connections.
Sign up by July 31 and save $300 off the registration price!
Caring for Feet of People on the Street– Sock Collection for Central Union Mission
Did you know that a warm pair of socks is the most sought-after item among the homeless population? The SOA wants to help by collecting new socks for a variety of homeless shelters during its upcoming major meetings.
Help those who are less fortunate when you attend the SOA Valuation Actuary Symposium, Aug. 27–28, in Washington, D.C. Bring new socks in any size (men's, women's and children's needed) for Central Union Mission. Located in Washington, D.C, Central Union Mission is continually developing its programs to meet the changing needs of the community. Its programs serve homeless men, underprivileged women, children, seniors, families and veterans. A collection bin will be available at the meeting during registration hours.
Thank you to Our 2018 SOA Corporate Sponsors
SOA Premier Corporate Sponsors
SOA Primary Corporate Sponsors
Symposium Registration Fee Schedule
Entire Meeting (Aug. 27–28)
Register by 7/31
|SOA Member- Retired/Academic/ Unemployed/ Government Fee||$620|
Register after 7/31
|SOA Member– Retired/Academic/ Unemployed/ Government Fee||$620|
One Day Only (Aug. 27 or 28)
Register by 7/31
|SOA Member– Retired/Academic/ Unemployed/ Government Fee||$350|
Register after 7/31
|SOA Member– Retired/Academic/ Unemployed/ Government Fee||$350|
*Payment is required in U.S. dollars. Schedule denotes U.S. dollars.
Entire Meeting Registration
Includes the SOA-sponsored breakfasts, refreshment breaks, luncheons, networking reception, sessions and program materials.
One Day Registration
Monday includes the SOA-sponsored breakfast, refreshment breaks, keynote luncheon, networking reception, sessions and program materials.
Tuesday includes the SOA-sponsored breakfast, refreshment breaks, networking luncheon, sessions and program materials.
The SOA provides a variety of registration options for guests of attendees. A guest (or nonbusiness affiliate) is considered a significant other, friend or family member of the attendee who is over the age of 18. One guest per registrant is allowed. Members of an actuarial organization and recruiters are not considered guests and must register at the appropriate member or nonmember fee listed above.
The guest fee for the entire meeting entitles guests to attend all SOA-sponsored breakfasts and networking reception. The guest fee for Monday-only registration entitles guests to attend the SOA-sponsored breakfast and networking reception. Note: The guest fee does not include attending sessions.
Reduced Registration Fees
A partial waiver equal to 50 percent of the SOA member registration fee (excluding all extra-cost activities) is available for SOA members and credential holders who:
- Are full-time academics and Ph.D. candidates, subject to a limit of $2,500 in aggregate partial waivers of meeting fees per calendar year;
- Are employed in the government or are unemployed, and not eligible for reimbursement, subject to a limit of one continuing education event per calendar year;
- Have received a waiver of member dues or credential fees for the calendar year in accordance with the SOA’s dues waiver policy, subject to a limit of one continuing education event per calendar year.
In addition, a partial waiver equal to 50 percent of the SOA member registration fee is available for full time faculty at a CAE school and for SOA Hickman Scholars, subject to a limit of $2,500 in aggregate partial waivers of meeting fees per calendar year.
Methods of Registration
- Paying by Credit Card
Register online by Aug. 29, 2018.
- Paying by Check
Complete the attached form with check payable to:
Society of Actuaries
2018 Valuation Actuary Symposium
P.O. Box 95600
Chicago, IL 60694-5600
- In Person On-Site
If you are unable to register online by August 25, you may register at the on-site registration desk located at the Marriot Marquis at the following times:
Sunday, August 26, 4:00–7:00 p.m.
Monday, August 27, 7:00 a.m.–4:30 p.m.
Tuesday, August 28, 7:00 a.m.–4:30 p.m.
PLEASE ALLOW 10 DAYS FOR RECEIPT AND PROCESSING OF CHECKS.
Registration Details and Policies
Full payment is required at the time of registration.
Registration Discount/Attendee List
Registration forms submitted via mail must be RECEIVED on or before July 31 to qualify as advance registration and receive the discounted rates. To be included in the attendee list, full payment must accompany the registration form and be RECEIVED by the SOA on or before July 31. Registrations received after July 31 will be processed at the full amount and the participant will not be included in the attendee list.
You will receive an email confirmation of your online order. Mail-in registration confirmations are emailed after the order has been processed. If you do not receive a confirmation, please go to this page and log in to confirm your order was placed. To request another copy of the confirmation order or to update the registration form, please contact SOA customer service at email@example.com.
To cancel an order, log in to My SOA, choose the item you wish to cancel from your order summary and click the cancellation button. Complete the form to submit your refund request. There is an administrative fee applied to all cancellations/refunds, and the balance will be refunded in two to four weeks. The cancellation button will only be available through the refund request deadline date of Aug. 18.
An attendee may transfer his/her registration to another individual without a processing fee. However, the transfer must be for the same event.
The SOA reserves the right to cancel any program if conditions warrant. In the event of such cancellation, registration fees will be refunded in full. We are not responsible for any discounted airfares or hotel penalties that an attendee may incur due to cancellation.
It is necessary for attendees to select the session they plan to attend in each time slot at time of registration. This will assist the SOA staff in assigning appropriate meeting room space to accommodate the maximum number of attendees for each session.
Marriott Marquis Washington DC
901 Massachusetts Ave. NW
Washington, DC 20001
Toll Free Reservations: +1-800-228-9290
Guest room rates (taxes not included):
$195.00 single or double occupancy
Reservations can be made online by August 8 or by calling +1-800-228-9290. Reservations made after this deadline are subject to space and rate availability. Please make sure you mention that you are attending the Society of Actuaries’ Valuation Actuary Symposium.
A major credit card is required in order to make a reservation.
During check-in all guests will be asked to verify their departure date. At that time, you may change your departure date without penalty. Any guest who departs before the confirmed departure date may be charged an early departure fee.
Why Stay at the Marriott Marquis Washington DC?
We realize there are many hotel options available and by staying at the Marriott we offer you the chance to save through the SOA group rate. Staying at the Marriott also will provide you the best opportunity to network with your peers and maximizes the quality of your meeting experience.
Confirmation of your hotel reservation is provided by the hotel. If you have not received a confirmation number prior to your departure for Washington, D.C., please call the hotel to make sure your reservation is in order.
Hotel Check-In and Checkout
Check-in time is 3:00 p.m. and checkout time is noon. Those arriving early may check their bags with the bell desk in the hotel lobby.
This Washington, D.C. hotel is located approximately five miles from Ronald Reagan Washington National Airport (DCA). Typical taxi fare is approximately $16 each way. Washington Dulles International Airport (IAD) is approximately 28 miles away. Typical one-way taxi fare from Washington Dulles International Airport is approximately $80. The Marriott offers valet parking only for a fee of $47 USD daily.
AmTrav Corporate Travel is the Society of Actuaries’ official travel agency. AmTrav is focused on providing cost savings and enhanced travel services. Call AmTrav at 866.284.5774 or visit them online at Amtrav.com.
Table of Contents
2018 SOA Valuation Actuary Symposium Program Committee
The following members were instrumental in arranging this program:
- David C. Armstrong, FSA, MAAA Program Committee Executive Team
- Lance R. Berthiaume, FSA, MAAA Program Committee Executive Team
- Katie Cantor, FSA, MAAA Program Committee Executive Team
- Jerry F. Enoch, FSA, MAAA Professional Development Committee Representative
- Dorothy L. Andrews, ASA, MAAA
- Ashlee Mouton Borcan, FSA, MAAA
- Timothy Gregory Branch, FSA, MAAA
- Nathan A. Campbell, FSA, MAAA
- James Fred Clark, FSA, MAAA
- Jon Timothy Deuchler, ASA, MAAA
- Elisha D. Hack, ASA, MAAA
- Samuel J. Keller, FSA, MAAA
- Donald R. Krouse, FSA, MAAA
- William B. Lehnen Jr., ASA, MAAA
- Mark Stephen Mennemeyer, FSA, MAAA
- James A. Miles, FSA, MAAA
- Stefanie J. Porta, ASA, MAAA
- Douglas L. Robbins, FSA, MAAA
- Stephen Rook, FSA, MAAA
- David Schraub, FSA, CERA, MAAA
- Eric S. Schwartz, FSA, MAAA
- Marc Slutzky, FSA, CERA, MAAA, FCA
- Katrina E. Spillane, FSA, MAAA
- Gene Paul Del Castillo San Valentin, FSA, CERA, MAAA
- Joseph L. Wurzburger, FSA, MAAA
Sponsor this Event
A wide variety of event sponsorship opportunities are available for the 2018 Valuation Actuary Symposium. If you are interested in learning more, please view the Event Sponsor Prospectus. For questions, contact Lauren Scaramella at (847) 273-8840 or email at firstname.lastname@example.org.
Current list of 2018 Valuation Actuary Symposium Event Sponsors:
This website outlines the schedule for all sessions and provides complete session descriptions. Meeting information, including sessions, room locations and presenters, can also be found on the SOA Events App for easy access from your mobile device.
SOA Events App
Access important features of the meeting, including session information, presenters, presentations and more right from your mobile device. The SOA Meetings App is available for Apple and Android devices, and a web version is available for other devices. Check back on the event app for updated event details.
SOA CPD Tracker
Designed by actuaries, for actuaries, The SOA CPD Tracker allows you to track CPD credit against multiple standards, import activities from orders placed with the SOA and import and export with excel. To download the app for your device please visit AppsForActuaries.org. In addition, the web interface for Windows, Mac, and Android is available at https://cpd.soa.org.
Business casual attire is appropriate for symposium sessions and all SOA-sponsored events.
Complimentary wireless Internet access will be available to all 2018 SOA Valuation Actuary Symposium attendees in the main meeting space.
Presentations are available on the SOA website prior to and following the symposium. Presentations can be accessed at SOA.org/ValAct on the agenda pages. All presentations (including late and amended materials) will be posted for general viewing on the SOA website after the symposium. They will also be included in the meeting app.
The SOA is making select 2018 SOA Valuation Actuary Symposium session recordings available. The MP4 audio recordings synchronized with presenter slides will be offered complimentary for SOA members and for a nominal charge for nonmembers. The MP4 downloads provide excellent training, are eligible for fulfillment of your CPD requirement and allow you to view sessions you may have missed. View the sessions online anytime or download the MP4 files to your mobile device for portable listening. The SOA will notify all meeting registrants when the recordings are available.
The SOA will provide a small bank of computers at the Marriott Marquis to allow you to access your email during the symposium. We ask that you limit your time to 20 minutes. The SOA Lounge hours and location will be posted at the hotel and listed in the final program.
Virtual Session Information
If you are unable to attend, but still want to earn SOA CPD Credit and take part in this year’s symposium, be sure to register for virtual sessions. The SOA will offer four sessions virtually. You can watch live video broadcasts from the symposium, participate in the session as it takes place in Baltimore and ask questions of presenters via email. Check back for further details and registration.
Virtual Session Rates
1–2 participants $144
3 or more participants $288
Note: This is the number of participants you will have at one computer and not the number of logins you will receive. If you wish to receive multiple logins, you must register for each login individually.