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  • Spreadsheet Controls-How to Prevent a Fire
    Spreadsheet Controls-How to Prevent a Fire A summary of the risk that the use of spreadsheets pose, along with key controls to reduce the risk. Financial reporting;Financial accounting controls; ...

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    • Date: Jul 2013
    • Competency: External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Predictive Analytics and Futurism Newsletter
    • Topics: Actuarial Profession>Best practices; Technology & Applications>Software
  • A Perspective on New Products: From Development to Distribution
    A Perspective on New Products: From Development to Distribution Essential elements of success in the life and health insurance industry are good products that are well sold. ; By: Sheila Matheson ...
    • Authors: Sheila Matheson
    • Date: Sep 2012
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Best practices; Life Insurance>Marketing and distribution - Life Insurance
  • Let's Not Reinvent the Wheel
    Let's Not Reinvent the Wheel Actuarial modelers need to engage and leverage IT expertise in the design, maintenance, and control of actuarial models. Computer Science;Model Validation ...

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    • Authors: Brenda K Perras
    • Date: Jul 2015
    • Competency: Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Best practices; Technology & Applications>Computer science
  • RBC C3 Phase II: Easier Said Than Done
    RBC C3 Phase II: Easier Said Than Done Results of an industry survey on life insurance companies' efforts to implement the recently adopted Life Risk-Based Capital Phase II Instructions, ...

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    • Authors: Patricia Matson, Don Wilson
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models
  • Model Governance Checklist
    Model Governance Checklist This article covers the American Academy of Actuaries’ “Model Governance Checklist” that was created in response to PBR regulatory model governance needs. PBR;Model ...

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    • Authors: Michael Failor
    • Date: Apr 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Governance; Technology & Applications>Software
  • Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
    Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions How including the intent and rationale of the tax law in system specifications can lead to better ...

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    • Authors: Scott Koehler
    • Date: Oct 2017
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
  • Adding Value with Model Validation
    Adding Value with Model Validation We define what we believe a model validation should entail and the value proposition that it offers. Model validation;Audits;Enterprise Risk Management ...

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    • Authors: Winston Hall, Veltcho Natchev, Mike Minnes
    • Date: Nov 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Leadership>Change management; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Governance
  • Claim Reserve Model – How Actuaries Rely Upon the Claim Data They Receive
    Claim Reserve Model – How Actuaries Rely Upon the Claim Data They Receive Following up on recent articles on claim reserves and retrospective testing, this article examines some data quality and ...

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    • Authors: Bruce Stahl
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Long-Term Care News
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data>Long-term care - Experience Studies & Data; Long-term Care>Long-term care insurance; Modeling & Statistical Methods
  • Recommendations for a Successful ACA Rate Filing
    Recommendations for a Successful ACA Rate Filing Summary of common mistakes made by actuaries developing ACA rate filings. Outlines correct approach to ACA rate filing process. Suggests Peer ...

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    • Authors: Joseph Slater
    • Date: Nov 2016
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Best practices; Health & Disability>Health insurance; Public Policy
  • The Interstate Compact: Speeding Up Speed-To-Market
    The Interstate Compact: Speeding Up Speed-To-Market Speed to market. Consistency of product features across regions. Improving both are common goals of insurance distributors. ; By PW Calfas ...
    • Authors: PW Calfas
    • Date: Sep 2012
    • Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Best practices