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Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • U.S. and Canadian Demutualizations - Postmortem
    U.S. and Canadian Demutualizations - Postmortem From a session at the annual meeting of the Society of Actuaries held in Chicago, Illinois, October 15-18, 2000 Panelists discuss the changes ...

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    • Authors: Earl Martin, Barry L Shemin, Robert W Wilson, William J Wheeler, Caitlin F Long
    • Date: Oct 2000
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Financial Reporting & Accounting
  • Management Uses of Cash-Flow Testing
    Management Uses of Cash-Flow Testing This session at the 1998 Valuation Actuary Symposium looks at how companies can use the cash-flow testing structure for additional analysis and be more useful ...

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    • Authors: Nancy Bennett, Glen Keller, Craig Reynolds
    • Date: Sep 1998
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Finance & Investments; Financial Reporting & Accounting
  • Mergers and Acquisitions
    Mergers and Acquisitions From a session at the 2000 Valuation Actuary Symposium held in Washington DC, September 14-15, 2000 Panelists use recent transactions and examples to demonstrate ...

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    • Authors: Mark Davis, Kevin D Mackay, Joseph M Rafson
    • Date: Sep 2000
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration
    • Topics: Enterprise Risk Management>Compliance; Finance & Investments; Financial Reporting & Accounting
  • New Investment Accounting
    New Investment Accounting Presented at April 1985 Spring Meeting. Discusses: Futures, Options, Floating rate securities, Oil and Gas, Real Estate, Leased equipment, Joint ventures, Stripped ...

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    • Authors: Gregory Broer, Gregory J Carney, David E Rogers, Joseph A Tomlinson, William D Ward
    • Date: Apr 1985
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments; Financial Reporting & Accounting
  • Investment Performance Attribution
    Investment Performance Attribution This session from the 2003 SOA Orlando Meeting provides an overview of how insurers, pension plans and other institutional investors measure and report manager ...

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    • Authors: Catherine Ehrlich, Joseph Koltisko, Basil Rabinowitz, Fred Shen
    • Date: Oct 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Portfolio management - Finance & Investments; Financial Reporting & Accounting
  • Measuring Interest Margins-Part 1-Asset Segmentation
    Measuring Interest Margins-Part 1-Asset Segmentation This session at the SOA 1990 Hartford Spring Meeting is about asset segmentation, i.e. segmenting assets among lines of business or ...

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    • Authors: James G Auger, Esther H Milnes, Elliot A Rosenthal, Gary F Neubeck
    • Date: Apr 1990
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset liability management; Financial Reporting & Accounting
  • Unified Valuation System Update
    Unified Valuation System Update From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 Panel discussion of the work being done by the Society of ...

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    • Authors: David C Jesionowski, David Sandberg, Donna C Novak, Sam H Dillard
    • Date: Jun 2000
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting; Financial Reporting & Accounting>Fair value accounting; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Dynamic simulation models; Public Policy
  • Investment Structures for Life Insurance
    Investment Structures for Life Insurance This session looks at a number of other structures that can be used to package more exotic investments. From the Record of the Society of Actuaries, ...

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    • Authors: Victor Modugno, Robert W Harless
    • Date: Jun 2001
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Financial Reporting & Accounting
  • Financial Reporting for Derivatives
    Financial Reporting for Derivatives In session 131 PD of the New York Annual Meeting panelists discuss the nature of derivatives and emerging practice with respect to the financial reporting for ...

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    • Authors: Gregory Henke, Michael Taht, Anthony Dardis
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Finance & Investments>Investment strategy - Finance & Investments; Financial Reporting & Accounting
  • Digest of Discussion at Concurrent Sessions
    Digest of Discussion at Concurrent Sessions Digests of following discussions: 1. Mutual life insurance companies - their objectives and operating philosophy 2. State, provincial, and ...

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    • Authors: Society of Actuaries
    • Date: Nov 1971
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Management skills; Economics>Behavioral economics; Economics>Financial markets; Enterprise Risk Management>Governance; Finance & Investments>Investment strategy - Finance & Investments; Financial Reporting & Accounting; Health & Disability; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement