2019 Annual Meeting & Exhibit

Fee Schedule

Entire Meeting Oct. 27-30

One Day Only Oct. 28 or 29

*Payment is required in U.S. dollars. Schedule denotes U.S. dollars. No HST applicable to Annual Meeting registration fees.

Registration Fees

Entire Meeting Registration

Includes all SOA-sponsored breakfasts, refreshment breaks, general session, presidential luncheon, networking reception, sessions, exhibit hall entry, refreshments and program materials.

One Day Registration

Monday includes the SOA-sponsored breakfast, refreshment breaks, general session, networking reception, sessions, exhibit hall entry, refreshments and program materials.

Tuesday includes the SOA-sponsored breakfast, refreshment breaks, presidential luncheon, sessions, exhibit hall entry, refreshments and program materials.

Guest Fees

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, exhibit hall entry and the general networking reception. The guest fee for Monday entitles guests to attend the SOA-sponsored breakfast, exhibit hall entry and the general networking reception. The guest fee for Tuesday entitles guests to attend the SOA-sponsored breakfast and exhibit hall entry.

Note: The guest fee does not include attending sessions or the presidential luncheon.

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:

1. 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;
2. 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;
3. 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 October 25.
• Paying by Check
  Complete the attached form with check payable to:
  Society of Actuaries
  2019 SOA Annual Meeting & Exhibit
  P.O. Box 95600
  Chicago, IL 60694-5600

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 September 27 to qualify as advance registration and receive the discounted rates. To ensure inclusion on the attendee list, your registration form with payment must be RECEIVED by the SOA on or before September 27.

Registrations received after September 27 will be processed at the increased registration fee.

Onsite

If you are unable to register online by October 25, you may register at the onsite registration desk at the following times:

Confirmation

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 customerservice@soa.org.

Refunds

SOA incurs significant expenses prior to an event; to minimize losses, SOA maintains the following refund and cancellation policy:

• Prior to October 7, you may cancel your registration with a full refund provided, less a $100 administrative fee.
• After October 7, no refunds will be provided. However, you may transfer your registration to another SOA major meeting within one year of cancellation.
• An alternate attendee within the same organization may be substituted at any time prior to the conference start with no penalty. However, if the original attendee is a member and the substitute attendee is not, the difference in member and nonmember rate must be paid in full at time of substitution.
• You may transfer your registration to another program within one calendar year of this program. However, if the original program’s rate is less than the new program rate, you will be responsible to pay the difference at the time of registration.
• The Society of Actuaries reserves the right to cancel any event if conditions warrant. In the event of such cancellation, registration fees will be refunded in full. The Society of Actuaries is not responsible for any airfare or hotel cancellation fees that a registrant may incur due to event cancellation.

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.

Session Registration

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.

International Travel Information

Depending on where you live, you will need to meet certain entry requirements to visit Canada. Detailed information on travel to Canada, including Electronic Travel Authorization (eTA) and Visa information, can be found on the Citizenship and Immigration Canada website.

Green card holders, students on Visas and travelers from all other countries will require an eTA.  An eTA ($7 CAD) can be applied for on your smartphone or computer. Most applications are approved within minutes, but we recommend applying a few weeks before scheduled travel in case you need to provide additional documents (as is the case with some applicants).

U.S. citizens do not require an eTA to travel into Canada; they require a passport. If you do not possess a U.S. Passport, visit the U.S. Department of State’s website.  U.S. Passport application can take up to 6 weeks.

Currency

The Canadian dollar is Toronto’s currency.  U.S. dollars are accepted in many Toronto establishments, however you will receive change in Canadian funds and exchange rates differ from merchant to merchant.  Cash ATM machines are available throughout the city.  Currency exchange is available at kiosks in the city and at the airport.

Mobile Phone Roaming

If you plan to use your cellular phone frequently, you may want to consider options that keep heavy roaming costs at bay.  Check with your service provider for international travel plans.

Convention Center and Hotel Information

The meeting will be held at the Metro Toronto Convention Centre.

Metro Toronto Convention Centre
255 Front St. W.
Toronto, ON M5V 2W6 Canada

HOUSING ALERT: The SOA is not contracted with any housing company or travel agency to place hotel reservations on behalf of SOA, its exhibitors or its sponsors. These companies have not entered into agreements with the Toronto hotels and cannot guarantee rates and accommodations during the conference dates. Should you be contacted by any agency, please email SOA at customerservice@soa.org with the details. Please book your housing using the Annual Meeting hotel procedures outlined below.

Hotels

The deadline for hotel reservations is September 27.

To make a reservation by phone, call the following phone numbers and ask for the Society of Actuaries’ Annual Meeting & Exhibit room block. For best availability, make your reservations online. Hotel reservations and rates availability are not guaranteed once the room block is full or after September 27. Please register early—only a limited number of rooms are available.

Fairmont Royal York
100 Front St. W.
Toronto, ON M5J 1E3, Canada
Guest Room Rate: $229 CAD per night, plus taxes and fees.
Make your reservation online.
Toll Free Reservations: 1-866-540-4489
Reservations from Local Phone: 1-416-368-2511

InterContinental
225 Front St. W.
Toronto, ON, M5V2X3 Canada
Guest Room Rate: $229 CAD per night, plus taxes and fees.
Make your reservation online.
Toll Free Reservations: 1-800-235-4670
Reservations from Local Phone: 1-416-597-1400

Delta
75 Lower Simcoe St.
Toronto, ON M5J 3A6, Canada
Guest Room Rate: $269 CAD per night, plus taxes and fees.
Make you reservation online.
Toll Free Reservations: 1-888-890-3222
Reservations from Local Phone: 1-416-849-1200

Toronto Marriott City Centre
One Blue Jays Way
Toronto, ON M5V 1J4, Canada
Guest Room Rate: $289 CAD per night, plus taxes and fees.
Make your reservation online.
Toll Free Reservations: 1-800-237-1512
Reservations from Local Phone: 1-416-341-7100

Reservations

Make your reservations by September 27. It is possible our room blocks will sell out before the reservation deadline. Reservations made after this deadline are subject to space and rate availability. Make your reservations online or contact the hotel directly. Be sure to mention that you are attending the 2019 SOA Annual Meeting.

Confirmations

Confirmation of hotel reservations is provided by the hotel. If you have not received a confirmation number prior to your departure, please call the hotel to make sure your reservation is in order. Remember to mention your affiliation with the Society of Actuaries in all hotel communications to ensure the correct handling of your reservation.

Hotel Check-In and Checkout

The check-in and checkout time vary by hotel. Please review the confirmation you receive from the hotel for its check-in and checkout times.

Hotel/Airport Transportation

All hotels are located just over 8 miles from Toronto Pearson International Airport (YYZ). The airport is accessible via taxi (approximately $60) or the UP Express train that connects to Union Station, which is near the hotels and reasonably priced at just over $12 CAD, per person, each way.

Travel

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 1+866-284-5774 or visit online at Amtrav.com.

Exhibits

Exhibit opportunities are available for the 2019 SOA Annual Meeting & Exhibit. To learn more, please contact Denise Eiring at deiring@soa.org 1+847-706-3516.

The meeting registration fee includes entry to the exhibit hall. Refreshments will be available each evening.

Exhibit Hall Hours

The exhibit hall will be open all day Monday and Tuesday with booths manned by exhibitors during the morning breakfasts, morning refreshment breaks and evening receptions.

Scavenger Hunt

The SOA is providing a new way for attendees to engage with exhibitors by offering an app scavenger hunt.  Attendees who collect QR scans from each exhibit booth will be entered into a drawing to win a prize.

Sponsor this Event

A wide variety of event sponsorship opportunities are available for the 2019 SOA Annual Meeting & Exhibit. To learn more, email sponsorship@soa.org.

Current list of 2019 SOA Annual Meeting & Exhibit Event Sponsors:

Session Series Sponsors:

Session Series Sponsors

The SOA has granted a limited number of session sponsorships to qualified organizations. Interested companies applied to sponsor a series of two sessions at the Annual Meeting. The requirements for the series were:

1. The content must reflect a theme or a unified set of topics
2. The theme or topics must appeal to members broadly
3. The series must avoid a narrow focus on a specific discipline and must be outside the scope of sessions sponsored by Professional Interest sections.

Applications were reviewed and approved by the SOA Professional Development Committee for inclusion in the meeting program.

Table of Contents

Attendee List
Committee List
Virtual Session Information
Additional Information

Attendee List

2019 SOA Annual Meeting & Exhibit Program Committee

The following members were instrumental in arranging this program: .

• Kevin J. Pledge, FSA, FIA, Committee Representative, Chairperson & Professional Development Committee Representative
• Kelly Lynn Featherstone, FSA, ACIA, Co-Chairperson & Professional Development Committee Representative
• Derek Tyson Ray, FSA, MAAA, Actuary of the Future Section
• Hal Tepfer, FSA, EA, FCA, MAAA, MSPA, Education & Research Section
• Jennifer L. Healy, FSA, MAAA, Entrepreneurial & Innovation Section
• Robert E. Winawer, FSA, MAAA, Financial Reporting Section
• Ashwini A. Vaidya, FSA, MAAA, Financial Reporting Section
• Geoffrey R. Hileman, FSA, MAAA, Health Section
• Heather Ingram, FSA, ACIA, International Section
• Hal Warren Pedersen, ASA, Ph.D., Investment Section
• Ribhi Alam, FSA, Joint Risk Management Section (CAS, CIA and SOA)
• Michelle Marie Young, FSA, MAAA, Leadership & Development Section
• Vincent L. Bodnar, ASA, MAAA, Long Term Care Insurance Section
• Manoj Kumar Gandhi, FSA, FCIA, Marketing & Distribution Section
• Hye-Jin Nicole Kim, FSA, MAAA, Modeling Section
• Nathan Pohle, FSA, CERA, MAAA, Predictive Analytics and Futurism Section
• Leonard Mangini, FSA, MAAA, Product Development Section
• Laura Joelle Muse, FSA, MAAA, Reinsurance Section
• Brett Brooks Dutton, FSA, EA, FCA, MAAA, MSPA, Retirement Section
• Adam K. Wendling, FSA, MAAA, Smaller Insurance Company Section
• Ali A. Zaker-Shahrak, FSA, MAAA, CFA, Social Insurance & Public Finance Section
• Philip Ferrari, ASA, MAAA, Taxation Section
• Han Henry Chen, FSA, ACIA, MAAA, Technology Section

Virtual Session Information

Members who are unable to attend, but want to earn SOA CPD credit and take part in this year’s meeting can register for one or more virtual sessions. You can watch live video broadcasts from the meeting, participate in the sessions as they take place and ask the presenters questions through the chat window or 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.

Additional Information

Attire

Business casual attire is appropriate for meeting sessions and all SOA-sponsored events.

Free Wi-Fi

Complimentary wireless internet access will be available to all attendees.

Meeting Apps

Learn more about SOA professional development apps.

Presentations

Available before and after the meeting, presentations can be accessed through the agenda pages. All presentations (including new and amended materials) will be available on the SOA website and included in the meeting app.

Session Recordings

The SOA is making select 2019 SOA Annual Meeting & Exhibit session recordings available. The MP4 audio recordings synchronized with presenter slides are complimentary for SOA members and are available for a nominal charge to nonmembers. The MP4 downloads provide excellent training, can fulfill CPD requirements and allow you to view missed sessions. View sessions online anytime or download the MP4 files to your mobile device for portable listening. Meeting registrants will be notified when the recordings are available.

SOA Sock Drive

Collection for Street Haven

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 to benefit several homeless shelters during its upcoming major meetings.

Help those who are less fortunate when you attend the 2019 SOA Annual Meeting and Exhibit, Oct. 27-30, in Toronto. Bring new socks in any size (men's, women's and children's sizes needed.) A collection bin will be available at the meeting during registration hours.

Visit Toronto

Check out http://mtm.seetorontonow.com/soa19/ for more information on attractions in the Toronto area.