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: From a session at a meeting of the Society of Actuaries held in Las Vegas, NV May 22-24, 2000 Discussion of expert witness testimony, the process involved in preparing expert witness reports, and the pitfalls.Also discussion of the differences between the role of expert witness versus a consultant to a lawyer. The proposed Actuarial Standard of Practice on expert witness work is also incorporated. Learn from two skilled professionals about the reason for expert witness testimony, the process involved in preparing expert witness reports, and the joys and pitfalls encountered.

Description: This presentation, session number 85PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. The panelists review existing and pending Actuarial Standards of Practice as they relate to life insurance financial reporting in the United States. Other topics include the nature of reliance on ASOPs by statutory authorities, and the composition and processes of the Actuarial Standards Board, the body that establishes the ASOPs. From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: This panel discussion was presented at the SOA's 1976 Spring Meeting in Washington D.C. The topic of discussion was Individual Life Products, current economics, inflation, the responsibility of the actuary, and guides to professional conduct.

Description: This panel discussion, presented at a 1976 SOA Meeting, covered issues related to professional conduct and independence of the actuary. From the 1976 Record of Society of Actuaries, Volume 2, No. 3.

Description: This session discussion is about fellowship admissions course, what it is, when will it happen and to whom does it affect? From Record of the Society of Actuaries Vol. 15, No. 3B.

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: 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: This presentation is a concurrent session from the Annual Meeting of the Society of Actuaries, held, October 24-26, 1977 in Boston. The panelists discuss criticisms that have been made of life insurance companies' handling of dividend apportionment and dividend illustrations for individual life insurance and annuities. They discuss whether actuarial organizations should respond to these criticisms, and whether this can be done by formulating appropriate Guides to Professional Conduct and Opinions as to Professional Conduct. Specific dividend issues are discussed. Discussion from Participants is included. From the Record of Society of Actuaries, Volume 3, No. 4.

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.