Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Small Firms, Big Challenges: Managing Litigation Risk in Small Actuarial Firms

    Small Firms, Big Challenges: Managing Litigation Risk in Small Actuarial Firms Article offers ideas on how actuaries in small firms can address theri litigation risk in rational, cost-effective ...

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    • Authors: Lauren M Bloom
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • The Deepest of Work Meetings

    The Deepest of Work Meetings This article covers the importance of letting teams lead you as a leader, that it's okay to admit you're not okay even at work, and that it's important to ...

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    • Authors: Mitchell Stephenson
    • Date: Nov 2023
    • Competency: Communication; Leadership; Professional Values; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Mentoring; Actuarial Profession>Professional development
  • Changing the Customer Relationship Approach to Grow Your Actuarial Business

    Changing the Customer Relationship Approach to Grow Your Actuarial Business Dovel Technologies started as a two-person company, and by the time we sold to Private Equity in late 2019, Dovel had ...

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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
  • How to Set Your Strategic Planning Meetings Up for Success

    How to Set Your Strategic Planning Meetings Up for Success Effective strategic planning can have a profound effect on the development of your team and the growth and direction of your actuarial ...

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    • Authors: John Myrna
    • Date: Aug 2023
    • Competency: Communication; Leadership; Relationship Management
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Entrepreneurism
  • A Compensation Overhaul for the Sales Development of the Entrepreneurial Actuary

    A Compensation Overhaul for the Sales Development of the Entrepreneurial Actuary This paper discusses the issues of an independent actuary providing product development, or more accurately sales ...

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    • Authors: Charles Preti
    • Date: May 2010
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • The World of Social Media and Risk Management

    The World of Social Media and Risk Management This article notes how “we can do much more at the company, industry and social level by combining what we know with other actuaries as well as ...

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    • Authors: John Smith
    • Date: May 2010
    • Competency: Communication; External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Third World Personal Insurance: A Mega, Mega Issue and a Responsibility

    Third World Personal Insurance: A Mega, Mega Issue and a Responsibility In this paper, Honorable Mention Essay for the Society of Actuaries' Entrepreneurial Actuaries Section 2010 Papers ...

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    • Authors: Jay Jaffe
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism; Global Perspectives
  • Drum Roll, Please ...

    Drum Roll, Please ... The Entrepreneurial Actuaries Section sponsored a Papers Competition this summer on a topic related to being an entrepreneur. This is an introduction to two papers who won ...

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    • Authors: William R Ely
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Leadership Inspiration: Dream Big

    Leadership Inspiration: Dream Big In the Leadership & Development Section’s Leadership Inspiration Contest, entrants were asked to tell us what inspired them to be a better actuarial ...

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    • Authors: Carlos Arocha
    • Date: May 2016
    • Competency: Leadership>Mentoring; Leadership>Thought leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • The Stepping Stone

    The Stepping Stone metadata for the entire issue Management Skills;Professional Development = PD;Wellness;Career planning;Interpersonal skills;risk appetite;Staff management & ...

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    • Authors: Society of Actuaries
    • Date: May 2016
    • Competency: Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Thought leadership; Professional Values; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Influence decisions
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development; Actuarial Profession>Traditional careers; Enterprise Risk Management>Risk appetite