Description: The insurance industry is in a constant state of transformation. As organizations adapt to the effects of COVID-19, undergo modernization efforts and implement new technologies, soft or “human” skills are becoming key differentiators for success. Skills such as communication, empathy, storytelling, leadership, problem-solving and more are separating the good from the great actuaries. Those who possess these skillsets can better translate data and most efficiently leverage systems and teams. At the same time, by taking a human approach to modernization efforts, leaders will be able to best engage and motivate their workforces, while building teams that will excel in the future of work.

Description: A Post Retirement Needs and Risks presentation originally given to a local actuarial club, but is suitable for a wide variety of venues.

Description: This session discussion is about smart product policies and a product smart policy. From Record of the Society of Actuaries Vol. 15, No. 2

Description: Discussion of the career risks associated with a job promotion and how to cope with fears and uncertainties associated with a promotion.

Description: Our ability to think and act quickly serves us well on a day-to-day basis. When we're faced with long-term, impactful decisions, we need to think differently. The very behaviors that enable us to react quickly to our daily work can make us jump to the wrong conclusion when exploring new topics. Cognitive biases--systematic tendencies to derivate from rational calculations--can hinder our abilities to conduct open dialogue and process new and different opinions. A 'de-bias' strategic decision-making process can help take bias out of meetings and lead to better outcomes. The presenters will provide behavioral tools and insights to attendees who need to participate or lead discussions that are part of a big-bet decision.

Description: When you hear the word 'feedback,' do you cringe? Do you want to give a colleague advice but don't want it to backfire? There are good reasons why no one likes to get or give feedback. But how do we deliver better outcomes at work without it? In this session, learn why legendary Dallas Cowboys coach Tom Landry was a master at driving excellence and what you can learn from his approach. You'll learn why traditional feedback methods fail and how criticism actually inhibits learning. We'll dig into recent feedback trends and the old standbys to understand why they might not work for you. Using coaching techniques and the latest thinking, learn how to talk through issues, share your reactions and inspire team members and colleagues to excel. You'll leave this session armed with tools and techniques to have more productive conversations with your boss, team members and colleagues.

Description: Why do so many companies have great strategies but still fail? One reason is that they don’t know how to execute. At this session 31TS of the 2004 Valuation Actuary Symposium we discuss the bestselling book Execution: The Discipline of Getting Things Done by Larry Bossidy and Ram Charan.

Description: Learn industry best practices including challenges faced by retirees, such as needing exposure to growth, most exposed to sequencing risk, and the need for smooth returns to avoid poor investor behavior caused by risk aversion. Other topics will include how to set investment objectives which consider the members’ real-world needs and how to build portfolios and implement risk management strategies to meet those objectives. The speaker will provide real-life examples/case studies.

Description: This session from the 2003 SOA Orlando Meeting discusses the bestselling book Execution: The Discipline of Getting Things Done, by Larry Bossidy and Ram Charan. The discussion focuses on turning strategy into success through execution. From the Record of the Society of Actuaries, Volume 29, No. 3.