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  • How a Meeting Environment Affects Success—In-Person and Virtual
    How to design a meeting's environment to maximize participants’ positive mood, energy, and opinion of ...

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    • Authors: James Poage
    • Date: Jan 2022
    • Competency: Communication
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Professional development
  • Business Management Actuaries in the C-Suite
    educational session from the 2016 SOA Life & Annuity Symposium. By Bill Rearden By Bill Rearden At ... At the 2016 Society of Actuaries (SOA) Life & Annuity Symposium in Nashville, Tenn., the Entrepreneurial ...
    • Authors: William Rearden
    • Date: Apr 2017
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • A Case for Writing
    be heard. I'm still learning to write better, it's hard but the more I do it, the better I get at it ... brings a breadth of experience in insurance and annuity solutions ideation, pricing, and execution within ...

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    • Date: May 2022
    • Competency: Communication; Leadership; Relationship Management
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development
  • How to Turn Suspects Into Prospects
    sales and accelerate the growth of your business. Let’s start with the end. You actually have prospects when: ... You are talking to decision-makers; Your company’s products/services are potential solutions to the clients’ ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Changing the Customer Relationship Approach to Grow Your Actuarial Business
    may say, “what's the point of the relationship if it's not focused on what I sell?” It's understandable ... impulse. This is what's called Customer Discovery: Learning about the customer's interests, what frustrates ...

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    • Authors: Elena Petricone
    • Date: May 2023
    • Competency: Leadership; Strategic Insight and Integration
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development
  • Is Virtual Speaking Here to Stay? The “New Inevitable” of Public Speaking Realities for Actuaries Who Love to Speak
    great speakers ourselves! This article explores what's next in our newly virtual world of public speaking ... to stay: New Speaking Reality #1: Virtual Speaking’s not Going Anywhere Whether via Zoom, Google Meet, ...

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    • Authors: Ken Lizotte
    • Date: Aug 2022
    • Competency: Communication; Relationship Management
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Professional development; Environment
  • Fed Up With a Quest for Work-Life Balance? Try Accessing Your Seven Slices of Life
    family is unachievable and therefore futile. That’s because we are all actually living seven different ... family is unachievable and therefore futile. That’s because we are all actually living seven different ...

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    • Date: Apr 2021
    • Competency: Leadership
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development
  • Data Science Meets InsurTech Startup: An Illustrative Profile
    the impact of AI models on forward-thinkers, and it's even more exciting to be part of the transformation ... numbers and examples to spot emerging new trends. It's big numbers versus small examples. To accurately analyze ...

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    • Authors: Mark Spong, Dror Katzav
    • Date: Aug 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development; Technology & Applications; Technology & Applications>Analytics and informatics; Technology & Applications>Business intelligence; Technology & Applications>Artificial intelligence & machine learning; Technology & Applications>Automation
  • What Breadcrumbs Are You Leaving Behind? A Better Way to Think of Your Entrepreneurial Legacy
    Leave a conversation or interaction?” Really, it’s all of the above. “Leaving” happens in so many different ... live on through these crumbs, which means that what’s important to us won’t be lost. For Ron Carucci, author ...

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    • Authors: Elena Petricone
    • Date: May 2023
    • Competency: Leadership; Professional Values
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development