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  • Buying and Selling Insurance Companies Internationally
    Buying and Selling Insurance Companies Internationally Presented at May 2002 Spring Meeting. Discusses basic considerations and the process of an international acquisition or merger. Asset ...

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    • Authors: William R Horbatt, Shu-Yen Liu, Thomas Jaros, Jim Toole, Application Administrator
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Global Perspectives>Multinational companies
  • Technology and the Small-Company Actuary
    Technology and the Small-Company Actuary Presented at June 1996 Spring Meeting. This session presents case studies on the use of technology to solve some of the problems commonly encountered ...

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    • Authors: William White, Cary Goggin, Jim Toole
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Management partnership
    • Publication Name: Record of the Society of Actuaries
    • Topics: Technology & Applications
  • Opportunities for the International Actuary
    Opportunities for the International Actuary From a Panel discussion session at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Panelists ...

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    • Authors: Réjean S Besner, Linda B Emory, Michael Gabon, Jim Toole
    • Date: May 1999
    • Competency: Relationship Management; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Global Perspectives>Expatriate experience
  • Building a Winning Culture
    Building a Winning Culture This presentation from Session 54 of the SOA May 2004 Anaheim Spring Meeting discusses the importance of building a winning culture in order for a company to survive in ...

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    • Authors: David S Duncan, David Miller, Jim Toole
    • Date: May 2004
    • Competency: Leadership>Change management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Insurance Mergers & Acquisitions Specialty Reference Book: Meet the Authors
    Insurance Mergers & Acquisitions Specialty Reference Book: Meet the Authors At this session of the SOA 2004 Annual Meeting, the authors of a text on mergers and acquisitions each discuss ...

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    • Authors: Thomas Corcoran, R Thomas Herget, Kenneth LaSorella, Dale Yamamoto, Michael Gabon, Alan M Hines, Laird D Zacheis, Jim Toole, Hugh McCormick, Owen Ryan, Erika Schmidt, John Butler
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments
  • Re-Engineering Actuarial Functions
    Re-Engineering Actuarial Functions This session from the 1995 SOA New York City Meeting discusses the re-engineering process as it is being undertaken in many companies, how it is applied to the ...

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    • Authors: Neil M Anderson, Jeffrey K Smith, Jim Toole, Anne M Brnic
    • Date: May 1995
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Change management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills; Technology & Applications
  • Dropping Like A Rock - Dealing with Falling Interest Rates and Equity Markets Outside the United States and Canada
    Dropping Like A Rock - Dealing with Falling Interest Rates and Equity Markets Outside the United States and Canada Presented at May 2002 Spring Meeting. Discusses products sold outside the ...

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    • Authors: Shu-Yen Liu, Thomas Jaros, Jim Toole, Daniel DeKeizer
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Life Insurance
  • Affordability: The Regulatory Response Seminar Part 3
    Affordability: The Regulatory Response Seminar Part 3 From a session at the Health/Pension Spring Meeting held in New Orleans, Louisiana June 15-17, 2005 Panelists discuss how the regulatory ...

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    • Authors: J D Have, Stuart Rachlin, Cori Uccello, Jim Toole
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy
  • Merger and Acquisition Issues Specific to Group Life and Health Products
    Merger and Acquisition Issues Specific to Group Life and Health Products Panelists provide a big picture overview of the M&A process and the roles of the actuary, investment banker, ...

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    • Authors: Thomas Corcoran, Jim Toole, Rajeev Dutt
    • Date: May 2004
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Finance & Investments
  • Re-Engineering Actuarial Systems
    Re-Engineering Actuarial Systems 1994 SOA Spring Meeting, Orlando. This session is about re-engineering large actuarial systems. Large actuarial systems have become drains on human, computing ...

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    • Authors: Timothy J Ruark, Jim Toole, Nancy E Boyce
    • Date: Apr 1994
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Technology & Applications