2025 SOA Valuation Actuary Meeting: Session 5F: Bridging Actuarial and Finance through Automation and Visualization-08.19.25-Recording

Focuses on innovations in financial reporting processes that connect actuarial results with finance in a clear, efficient way. The session covers tools and techniques for automating data flows from actuarial models to financial statements, reducing manual work at quarter-end. It also highlights the use of visualization and business intelligence (BI) tools to communicate valuation results (e.g., interactive dashboards for reserve roll-forwards or attribution analysis). By sharing success stories of automating FP&A workflows and adopting self-service analytics, presenters will show how actuaries can provide more timely insights to management. Attendees will take away ideas for improving reporting accuracy, audit trail, and the strategic value of actuarial information in decision-making.