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2023-inv-act-pro
professionalism standards in an interactive case study format. The session will begin with a lightning round discussion ... audience polling on professionalism topics and standards of investment practice. Participants will then work ...- Authors: Hal Pedersen, Christian Robert
- Date: Nov 2023
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values
- Topics: Actuarial Profession; Finance & Investments; Pensions & Retirement
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2023-ethics-retire-act
Join us for ... this webcast that focuses on case studies covering the ethical challenges and dilemmas that pension actuaries ...- Authors: David Godofsky, Sherry Chan
- Date: Oct 2023
- Competency: Professional Values
- Topics: Actuarial Profession; Pensions & Retirement
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2023-secure-2-lets-talk-about-retirement-and-taxes
provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly ... significantly changed the rules that apply to qualified retirement plans and IRAs. The presenters will examine ...- Date: Apr 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Public Policy
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2023-professionalism-ltc-actuaries
reflect on the values of the actuarial profession and in particular the actuarial standards of practice ... practice related to long-term care. professional development, long-term care 25070 1019 12/1/2023 12:00:00 ...- Authors: Roger Loomis, Nicholas Sheahon, Mary Broesch
- Date: Dec 2023
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Actuarial Profession; Long-term Care
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21-emerging-leaders
The Emerging Leaders’ Summit is a new event designed for SOA young professionals. This virtual event ... event will offer a full complement of engaging soft skill sessions including communication, leadership, team ...- Authors: Society of Actuaries
- Date: May 2021
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management
- Topics: Actuarial Profession; Actuarial Profession>Professional development
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2024-leadership-individual-contributor
Leadership is not confined to managerial roles. It can be manifested and nurtured even ... contributor. In this session, we will delve into the concept of Growth from three distinct yet interconnected ...- Authors: Danh Mai, Jordan Keene, Harsh Mota
- Date: Apr 2024
- Competency: Communication; Leadership; Professional Values; Relationship Management
- Topics: Actuarial Profession; Actuarial Profession>Competencies; Actuarial Profession>Professional development
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2023-choose-right-platform
Come discuss modeling costs and its governance, as well as introduce some platforms for more granular ...- Authors: , Vinaya Sharma
- Date: Jul 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Enterprise Risk Management; Finance & Investments; Life Insurance; Modeling & Statistical Methods; Technology & Applications
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2023-deal-no-deal-prof-nonnegotiable
Learn through examples how actuaries working in traditional and nontraditional actuarial roles ... collaborating with other professionals. Examples of these professionals include regulators, accounting ...- Authors: Nickolas Ortner
- Date: Sep 2023
- Competency: Professional Values
- Topics: Actuarial Profession