Description: This panel discussion dives into the NAIC's new principles-based reserving (PBR) requirements for fixed annuities (VM-22) set to be effective January 1, 2026. After a brief overview of the VM-22, this session will focus on practical implementation considerations and adapting cash flow models to the new requirements, tackling sensitivity runs, margin testing, the Stochastic Exclusion Test, and mapping prescribed assumptions for the Standard Projection Amount (SPA) to companies' unique products and features.

Description: Actuarial Asset-Liability models are indispensable for asset adequacy analysis, ERM, and economic capital. Actuaries often excel in modeling liabilities but tend to rely on Externally Projected Asset (EPA) cash flows from third-party sources for assets.

Description: Dive into this review on Artificial Intelligence and Machine Learning (AIML) techniques for actuarial modeling for life & annuities. Presenters will showcase learnings from the recent SOA research paper "Predictive Analytics and Machine Learning – Practical Applications for Actuarial Modeling" (Nested Stochastic). The researchers will go over models and methodologies used to develop high-fidelity proxy models for various life & annuity applications.

Description: Analyze financial risk and explore the foundation for pricing, valuation and other functions served by actuaries in the modeling profession during this webcast. Expect a focus on the importance of understanding and preventing bias. Observe the different types of bias, how it can enter into models, how to identify it in models and best avoidance practices. Join our presenter who is pursuing a Masters in Economic Analytics at Clemson University as he incorporates his recent economic research into the webcast material.

Description: Electronic Health Records are here to stay. Take a deep dive into the world of electronic health records and how the industry is poised to utilize this new form of digital medical data to transform the way policies are underwritten and ultimately, transforming the client experience. Listen to industry experts speak about what they are doing to use this data most effectively and how this ultimately develops into ground-breaking solutions for the industry.

Description: The topics of ESG (Environmental, Social & Corporate Governance) and sustainability are an increasing area of focus for insurance companies, and thus actuaries. This webcast provides a primer on these topics along with considerations for US valuation actuaries and their evolution in European insurance markets.

Description: Virtual - Session 4A: Data Science-Driven MA Product Design Strategies

Description: Session 4B: Impact of GLP-1 Drugs on Health Care Cost Trend and Clinical Outcomes

Description: A priori, one would expect In Home Assessments (IHA) and Telehealth (TH) Encounters to identify some conditions that lead to actions that keep a member or two out of the Emergency Room. Similarly, one would expect Care Management and Disease Management engagement to ultimately influence some improvement in documentation that leads to more accurate Risk Adjustment. The business cases for these activities are often siloed to only the primary activity. The relationship between risk adjustment and care management is often more recognized as competing interests - one generally relying on utilization and the other trying to reduce it. Business cases can change dramatically when profiling has a more complete picture. This session will explore some techniques and share some observations - positive and negative - of the interactions between CoC and Risk Adjustment.

Description: The Smaller Insurance Company/Chief Actuary Forum presents a unique format for focusing on issues faced by actuaries in leadership positions or actuaries supporting the Chief Actuary. By discussing critical issues with your peers, you will leave with ideas to incorporate in your business environment. The Forum will feature presentations to introduce several of the discussion topics, followed by an opportunity to break into smaller discussion groups and rotate among topics.