Description: This session from the 2003 SOA Orlando Meeting focuses on the actuary's role and responsibility in the financial reporting process. It covers peer-review standards in Canada, Sarbanes-Oxley and the implementation of both in financial reporting. From the Record of the Society of Actuaries, Volume 29, No. 3.

Description: This session from the 1993 Valuation Actuary Symposium addresses professionalism of the actuary.

Description: Experienced actuaries will discuss various ethical problems faced by retirement actuaries in everyday practice. Actuaries practicing in other consulting disciplines will find the broad concepts of dealing with these retirement-specific scenarios instructive in dealing with the ethical dilemmas that may occur in their business.

Description: How diverse and inclusive (D&I) are we as pedagogical practitioners in the ever-changing student and actuarial science industry landscape? Given that our in-class experience impacts many populations, how successful are we dealing with conflicting belief structures and creating a welcoming and productive environment for members of the underrepresented (LGBTQIA+) and minority groups in our actuarial science classes? This interactive session will aim to provide a working knowledge of issues that arise and how to successfully address them.

Description: The following topics were discussed at concurrent sessions: 1. Independence of the actuary, 2. Problems posed by United States pension legislation, 3. Registered equity products, including variable life insurance, variable annuities, and mutual funds, 4. Limits to growth, and 5. Maintenance of high standards in a profession. From Transactions of Society of Actuaries 1974 Vol. 26, Pt. 2D, No. 76.

Description: 1993 SOA Annual Meeting, New York. This session covered case studies that presented discussion items in the area of professional ethics as related to pensions.

Description: Presented at June 1985 Spring Meeting. Discusses 3 current concerns of the UK's Institute Of Actuaries and the Society Of Actuaries: education and travel time, the pension/retirement system, professional conduct.

Description: This presentation is a General Session, number 1GS, from the 2002 Valuation Actuary Symposium, held September 19-20 in Lake Buena Vista, FL. Events such as the terrorist acts of September 11, the accounting scandals, continued volatility in the equity markets, and low interests rates have impacted and will continue to impact the industry and our profession for many years to come. The three keynote speakers, an industry analyst and two leaders of our profession, provide their views regarding these impacts and how the industry and our profession might change and act as a result of these events, emphasizing the importance of actuaries’ professionalism. Discussion from participants is included.

Description: Legal and financial experts discuss: [1] how far can an actuary go in giving investment advice before he or she is considered to be an investment advisor, [2] what is the minimum investment advice an actuary must give lest he or she be considered irresponsible, and [3] case studies. From the 1988 Record of Society of Actuaries, Vol. 14, No. 4B.

Description: This 1977 session presented dramatic scenarios of situations related to professional conduct. The audience was asked to react to the situations and provide their thoughts on the appropriateness of the situations. From the 1977 Record, Vol. 3, No. 4.