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  • How to Turn Suspects Into Prospects
    VP of sales that took place after a call. I was a young, excitable sales rep. As I recounted the call ... react when you posed the question what happens to your business if you don’t address the problem? Oops. I ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Passing the Torch Series: An Interview with Mark Freedman
    Passing the Torch Series: An Interview with Mark Freedman Cassie He and Linda Liu, two actuarial students ... Mark Freedman, the President-Elect of SOA to share with us his experience as an actuary, the challenges and ...

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    • Authors: Mark Freedman
    • Date: Apr 2013
    • Competency: Communication>Active listening; Communication>Difficult message delivery; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Professional Values>Ethical standards; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional development
  • The Almighty Elevator Pitch - Part 1: A Competitive Advantage
    The Almighty Elevator Pitch - Part 1: A Competitive Advantage This article defines "elevator pitch" ...

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    • Date: Nov 2012
    • Competency: Communication>Oral communication; Communication>Persuasive communication; Leadership>Influence; Relationship Management>Relationships and trust
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Annuities>Marketing and distribution - Annuities
  • Substituting Facts for Impressions—A Tool for an Actuarial Manager
    Substituting ... Article from: The Stepping Stone August 2013 – Issue 51 the stepping stone | AUGUST ... at Foresters in Toronto, and has over 20 years of experience managing actuaries and students. She ...

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    • Authors: Sharon Giffen
    • Date: Aug 2013
    • Competency: Leadership>Influence; Leadership>Mentoring
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills
  • Book Review: Decision Points
    from: The Stepping Stone November 2013 – Issue 52 BUSINESS MANAGEMENT the stepping ... governance changes following the Enron collapse. • His reactions to the 2008 economic crisis. In reading this ...

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    • Authors: Kristi Bohn
    • Date: Nov 2013
    • Competency: Communication; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Professional Values>Public interest representation
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills
  • Book Review: You Don’t Need a Title to Be a Leader, by Mark Sanborn
    review of the book, You Don't Need a Title to Be a Leader, by Mark Sanborn. Throughout the book, you ... may need to rethink your concept of what a leader is. In addition to the concepts provided, Sanborn also ...

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    • Date: Nov 2012
    • Competency: Leadership>Influence; Relationship Management>Staff management and motivation; Relationship Management>Team leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Zen Actuary 12 - Sharing and Celebrating the Practice
    Actuary 12 - Sharing and Celebrating the Practice Twelfth installment of a series that applies Buddhist philosophy ... philosophy to actuarial practice. This edition wraps up the author's experience in yoga teacher training ...

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    • Authors: Richard J Lauria
    • Date: Jul 2017
    • Competency: Communication>Active listening; Leadership>Influence; Leadership>Mentoring
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills
  • The Zen Actuary Installment 2: "Be Authentic"
    The Zen Actuary Installment 2: "Be Authentic" Continuation of a series of articles adapted ... adapted from the book "Awake at Work" by Michael Carroll, covering the application of Buddhist teachings ...

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    • Authors: Richard J Lauria
    • Date: Feb 2014
    • Competency: Leadership>Influence; Leadership>Thought leadership; Professional Values>Ethical standards
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Influence Without Authority
    meeting from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The speaker ... speaker, an author and the Walter H. Carpenter Professor of Management at Babson College, describes powerful ...

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    • Authors: Christian J DesRochers, Allan Cohen
    • Date: Oct 1991
    • Competency: Leadership>Influence; Relationship Management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Leadership Inspiration: Leadership is Influence
    Leadership Inspiration: Leadership is Influence Great lessons come from ... bad experiences. This is a story of how I learned the importance of influence after a difficult relationship ...

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    • Authors: Juan Arroyo
    • Date: Nov 2016
    • Competency: Leadership>Influence; Leadership>Thought leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development