Docstoc

competency-workbook

Document Sample
competency-workbook Powered By Docstoc
					                                                      Society of Actuaries
                                       Competency Framework - Personal Planning Workbook

          Welcome to the Personal Planning Workbook. Following the steps below will make it your Personal Planning Workbook.

Step 1.   Transfer the Gap values from the Competency Framework Self-Assessment Tool to Column B on the worksheet 'My Plan'.

          Starting with the biggest Gap formulate 1 to 3 objectives that will help you reduce the Gap for that competency. Write these in Column C
Step 2.
          on the worksheet 'My Plan'.


Step 3.
          Continue with the remainder of the Competencies. You may want to limit your plan to the 3 or 4 competencies with the largest Gaps.

          Write a plan that will help you meet the objectives for reducing each Gap. Worksheets in this workbook list possible activities and their
Step 4.
          sources for each competency.

Step 5.   Enter the date you want to start each plan in Column E of the worksheet 'My Plan'

          Periodically review your objectives and plans. As you complete a plan record the date in Column F and the results in Column G of the
Step 6.
          worksheet 'My Plan'.


          A sample worksheet for the Communication competency is shown on the worksheet 'My Plan - Sample'

          The final worksheet 'Meetings' list meeting sessions where slides or audio is available for the following 2010 Society of Actuaries' events:
          Health Meeting, Life and Annuity Symposium, Valuation Actuary Symposium, and Annual Meeting. The list is sorted by competency.
                                                                                                                          Society of Actuaries
                                                                                                           Competency Framework - Personal Planning Workbook
            My Plan

               date


          Competency                  Gap*                         Objective                                           Plan                         Start Date   Date Completed   Results


         Communication




       Professional Values




    External Forces & Industry
           Knowledge




           Leadership




   Relationship Management &
   Interpersonal Collaboration



   Technical Skills & Analytical
        Problem Solving




  Strategic Insight & Integration




   Results-Oriented Solutions



                                    * transfer values from SOA Competency Framework Self-Assessment Tool




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                                      2                                                       2/9/2012
                                                                                                                                  Society of Actuaries
                                                                                                                   Competency Framework - Personal Panning Workbook
       My Plan - Sample

             9/1/2010


           Competency                  Gap*                          Objective                                                        Plan                                   Start Date       Date Completed                                             Results
                                                                                                                                                                                                                  Listened to session and viewed PowerPoint slides. Material provided good insight into
                                                    Improve ability to present at Division training    Listen to SOA meeting session - Getting Your Point Across to Non-                                          how to present numbers to a non-technical audience. I need to follow the speaker's
          Communication                    2.3                                                                                                                             October 1, 2010     October 1, 2010
                                                                      sessions.                        Technical Audiences, SOA Meeting Session                                                                   suggestions in this area. I will apply the suggestions to the presentation I am making
                                                                                                                                                                                                                  for the underwriting department next week.


                                                   Improve oral presentation skills to small groups.   Join and participate in the downtown Toastmasters Club              December 1, 2010   December 31, 2012




        Professional Values                1.5



    External Forces & Industry
                                           0.3
           Knowledge



            Leadership                     0.4



   Relationship Management &
                                           0.1
   Interpersonal Collaboration


    Technical Skills & Analytical
                                           -
         Problem Solving



   Strategic Insight & Integration         0.8




    Results-Oriented Solutions             1.0



                                     * transfer values from SOA Competency Framework Self-Assessment Tool




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                                                         3                                                                                                                                          2/9/2012
                                                                                                      Society of Actuaries
                                                                                       Competency Framework - Personal Planning Workbook
                      Communication

                          Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.


                       Possible Activities                               Vendor                         Venue                     Cost                                             Link

                                                                                                                                             Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.        Soft Conference         Audio recording with slides           $         competency, select relevant sessions, and then go to vendor site to purchase
                                                                                                                                             recording: http://www.softconference.com/soa/am.asp

                                                                                                                                             Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.      Society of Actuaries                 Slides                    Free       competency, select relevant sessions, and then go to SOA web site to view the
                                                                                                                                             slides: http://www.soa.org/professional-development/archive/detail.aspx


Complete Decision Making and Communication Module                  Society of Actuaries                 On line                   $$$        http://www.soa.org/professional-development/e-learning/e-courses/decision-
                                                                                                                                             making/
Read relevant articles at Image of the Actuary website /                                                                                     http://www.imageoftheactuary.org/Home/CareerArticles/CommunicationSkills/t
                                                                   Actuarial Profession                Articles                   Free
Communications                                                                                                                               abid/61/Default.aspx
Attend relevant sessions at Society of Actuaries' meeting or                                                                                 http://www.soa.org/professional-development/event-calendar/events-
                                                                   Society of Actuaries               In person                  $$$$
symposium                                                                                                                                    calendar.aspx




       List is illustrative of resources that are available.                                                                     $: < $50
                                                                                                                                $$ < $200
                                                                                                                               $$$ < $500
                                                                                                                               $$$$ > $500




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                             4                                                                                                 2/9/2012
                                                                                                       Society of Actuaries
                                                                                        Competency Framework - Personal Planning Workbook
                   Professional Values

                                  Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.


                       Possible Activities                                Vendor                        Venue                      Cost                                             Link

                                                                                                                                              Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.         Soft Conference         Audio recording with slides           $         competency, select relevant sessions, and then go to vendor site to purchase
                                                                                                                                              recording: http://www.softconference.com/soa/am.asp

                                                                                                                                              Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.       Society of Actuaries                 Slides                    Free
                                                                                                                                              competency, select relevant sessions, and then go to SOA web site to view the
                                                                                                                                              slides: http://www.soa.org/professional-development/archive/detail.aspx
                                                                                                                                              http://www.soa.org/professional-development/e-learning/e-courses/prof-
Complete Professionalism in Practice: Precept 10 e-course           Society of Actuaries                Online                      $
                                                                                                                                              practice/
                                                                   American Academy of
Listen to Webinars on Professionalism Topics                                                           Webcasts                    Free       http://actuary.org/webcasts/webcasts_professi.asp
                                                                        Actuaries
                                                                   American Academy of
Read Discussion Papers on Professionalism Topics                                                        Articles                   Free       http://actuary.org/discussion.asp
                                                                        Actuaries




       List is illustrative of resources that are available.                                                                      $: < $50
                                                                                                                                 $$ < $200
                                                                                                                                $$$ < $500
                                                                                                                                $$$$ > $500




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                              5                                                                                                 2/9/2012
                                                                                                       Society of Actuaries
                                                                                        Competency Framework - Personal Planning Workbook
       External Forces & Industry Knowledge

                             Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


                       Possible Activities                                Vendor                         Venue                     Cost                                              Link

                                                                                                                                              Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.        Soft Conference          Audio recording with slides            $        competency, select relevant sessions, and then go to vendor site to purchase
                                                                                                                                              recording: http://www.softconference.com/soa/am.asp

                                                                                                                                              Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.       Society of Actuaries                 Slides                    Free
                                                                                                                                              competency, select relevant sessions, and then go to SOA web site to view the
                                                                                                                                              slides: http://www.soa.org/professional-development/archive/detail.aspx
                                                                                                                                              http://www.soa.org/professional-development/event-calendar/events-
Attend relevant sessions an upcoming SOA meeting                    Society of Actuaries               In person                   $$$$
                                                                                                                                              calendar.aspx

Read relevant research reports                                      Society of Actuaries                Reports                    Free       http://www.soa.org/research/research-projects/default.aspx

Read relevant experience studies                                    Society of Actuaries                Reports                    Free       http://www.soa.org/research/experience-study/default.aspx




       List is illustrative of resources that are available.                                                                      $: < $50
                                                                                                                                 $$ < $200
                                                                                                                                $$$ < $500
                                                                                                                                $$$$ > $500




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                              6                                                                                                 2/9/2012
                                                                                                         Society of Actuaries
                                                                                          Competency Framework - Personal Planning Workbook
                         Leadership

                                                Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.


                       Possible Activities                                  Vendor                         Venue                     Cost                                               Link

                                                                                                                                                Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.          Soft Conference          Audio recording with slides            $        competency, select relevant sessions, and then go to vendor site to purchase
                                                                                                                                                recording: http://www.softconference.com/soa/am.asp

                                                                                                                                                Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.        Society of Actuaries                  Slides                    Free       competency, select relevant sessions, and then go to SOA web site to view the
                                                                                                                                                slides: http://www.soa.org/professional-development/archive/detail.aspx

Read relevant articles at Image of the Actuary website /                                                                                        http://www.imageoftheactuary.org/Home/CareerArticles/Leadership/tabid/63/D
                                                                     Actuarial Profession                 Articles                   Free
Leadership                                                                                                                                      efault.aspx




       List is illustrative of resources that are available.                                                                        $: < $50
                                                                                                                                   $$ < $200
                                                                                                                                  $$$ < $500
                                                                                                                                  $$$$ > $500




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                                7                                                                                                 2/9/2012
                                                                                                  Society of Actuaries
                                                                                   Competency Framework - Personal Planning Workbook
       Relationship Management & Interpersonal Collaboration

                                                                Creating mutually beneficial relationships and work processes toward a common goal.


                       Possible Activities                            Vendor                      Venue                      Cost                                             Link

                                                                                                                                        Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.    Soft Conference        Audio recording with slides           $         competency, select relevant sessions, and then go to vendor site to purchase
                                                                                                                                        recording: http://www.softconference.com/soa/am.asp

                                                                                                                                        Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.   Society of Actuaries               Slides                    Free       competency, select relevant sessions, and then go to SOA web site to view the
                                                                                                                                        slides: http://www.soa.org/professional-development/archive/detail.aspx

Read relevant articles at Image of the Actuary website /                                                                                http://www.imageoftheactuary.org/Home/CareerArticles/Management/tabid/64
                                                                Actuarial Profession              Articles                   Free
Management                                                                                                                              /Default.aspx




       List is illustrative of resources that are available.                                                                $: < $50
                                                                                                                           $$ < $200
                                                                                                                          $$$ < $500
                                                                                                                          $$$$ > $500




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                        8                                                                                                 2/9/2012
                                                                                                      Society of Actuaries
                                                                                       Competency Framework - Personal Planning Workbook
   Technical Skills & Analytical Problem Solving

                                                               Applying the actuarial knowledge, skills and judgment required to provide value-added services.


                       Possible Activities                               Vendor                        Venue                      Cost                                             Link

                                                                                                                                             Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.        Soft Conference         Audio recording with slides           $         competency, select relevant sessions, and then go to vendor site to purchase
                                                                                                                                             recording: http://www.softconference.com/soa/am.asp

                                                                                                                                             Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.      Society of Actuaries                Slides                     Free       competency, select relevant sessions, and then go to SOA web site to view the
                                                                                                                                             slides: http://www.soa.org/professional-development/archive/detail.aspx

Take a relevant e-Course                                           Society of Actuaries                Online                   $ - $$$
                                                                                                                                             http://www.soa.org/professional-development/event-calendar/ecourse.aspx




       List is illustrative of resources that are available.                                                                     $: < $50
                                                                                                                                $$ < $200
                                                                                                                               $$$ < $500
                                                                                                                               $$$$ > $500




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                             9                                                                                                 2/9/2012
                                                                                                            Society of Actuaries
                                                                                             Competency Framework - Personal Planning Workbook
            Strategic Insight & Integration

                                                               Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.


                       Possible Activities                                     Vendor                         Venue                      Cost                                             Link

                                                                                                                                                    Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.              Soft Conference         Audio recording with slides            $         competency, select relevant sessions, and then go to vendor site to purchase
                                                                                                                                                    recording: http://www.softconference.com/soa/am.asp

                                                                                                                                                    Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.            Society of Actuaries                 Slides                     Free       competency, select relevant sessions, and then go to SOA web site to view the
                                                                                                                                                    slides: http://www.soa.org/professional-development/archive/detail.aspx




       List is illustrative of resources that are available.                                                                            $: < $50
                                                                                                                                       $$ < $200
                                                                                                                                      $$$ < $500
                                                                                                                                      $$$$ > $500




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                                   10                                                                                                 2/9/2012
                                                                                                  Society of Actuaries
                                                                                   Competency Framework - Personal Planning Workbook
              Results-Oriented Solutions

                                                                   Providing effective problem solving that addresses relevant interests and needs.


                       Possible Activities                            Vendor                       Venue                       Cost                                             Link

                                                                                                                                          Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.    Soft Conference         Audio recording with slides            $         competency, select relevant sessions, and then go to vendor site to purchase
                                                                                                                                          recording: http://www.softconference.com/soa/am.asp

                                                                                                                                          Go to worksheet: Meetings in this workbook for a list of meeting sessions by
Listen to relevant meeting sessions from recent SOA meetings.   Society of Actuaries                Slides                     Free       competency, select relevant sessions, and then go to SOA web site to view the
                                                                                                                                          slides: http://www.soa.org/professional-development/archive/detail.aspx




       List is illustrative of resources that are available.                                                                  $: < $50
                                                                                                                             $$ < $200
                                                                                                                            $$$ < $500
                                                                                                                            $$$$ > $500




SOA Competency Framework Personal Planning Tool
Version 2010.1                                                                                                         11                                                                                                 2/9/2012
                                                                                   Society of Actuaries
                                                                    Competency Framework - Personal Planning Workbook
           2010 SOA Meeting Sessions
                                       Life & Annuity Symposium, Health Meeting, Valuation Actuary Symposium, Annual Meeting Sessions with slides or audio
                                                                                                                                                                            n.a.:not available
                                                                                                                                                                               Overall
                                                                                                                              Session                                                                     Slides and
                      Competency                                            Session Title                                                             Meeting                  Session           Slides
                                                                                                                              Number                                                                         Audio
                                                                                                                                                                                Rating
Communication                            How to Talk to Your Clients, Noncore Credit 90 Minutes                               42PD             2010 Annual Meeting                  4.09           x          x
Communication                            Actuarial Presentation and Selling                                                   55 PD             2010 Health Meeting                 3.19           x          x
Communication                            Getting Your Point Across: Talking to Non-Technical Audiences                        40PD         2010 Life & Annuity Symposium            4.27           x          x
Communication                            Plain Talk for Actuaries                                                             42 PD      2010 Valuation Actuary Symposium           4.71           x
Communication                            Actuarial Opinions for Health Organizations                                           6 PD      2010 Valuation Actuary Symposium           3.90           x          x
                                         Executive Retirement Benefits—Navigating the Changing Landscape, Noncore Credit
External Forces & Industry Knowledge                                                                                          133PD
                                         75 Minutes                                                                                             2010 Annual Meeting                   4.75         x          x
External Forces & Industry Knowledge     Current Federal Income Tax Topics                                                     69PD             2010 Annual Meeting                   4.57         x          x
External Forces & Industry Knowledge     The Efficient Market Hypothesis and the Current Market Environment                   130PD             2010 Annual Meeting                   4.52         x          x
External Forces & Industry Knowledge     Current Topics Affecting Smaller Insurance Companies                                 83BG              2010 Annual Meeting                   4.42         x
External Forces & Industry Knowledge     Health Care Trend                                                                     76PD             2010 Annual Meeting                   4.21         x
External Forces & Industry Knowledge     The LTC Compact and Its Impact                                                       124PD             2010 Annual Meeting                   4.17         x          x
External Forces & Industry Knowledge     Complexity Science: What it is and Why You Want to Know About it                       57L             2010 Annual Meeting                   4.14         x          x
External Forces & Industry Knowledge     Late Breaking Developments for Pension Plans, Core Credit 90 Minutes                  78PD             2010 Annual Meeting                   4.13         x          x
External Forces & Industry Knowledge     Nontraditional Careers for Actuaries—Meet Some Pioneers                              102PD             2010 Annual Meeting                   4.07         x
External Forces & Industry Knowledge     Impact of Housing on Economic Security in Retirement, Noncore Credit 75 Minutes      119PD
                                                                                                                                                2010 Annual Meeting                   4.04         x          x
External Forces & Industry Knowledge     Products for the Retirement Market                                                   135PD             2010 Annual Meeting                   4.02         x          x
External Forces & Industry Knowledge     Update on SOA Pre-qualifications and Continuing Education                             46PD             2010 Annual Meeting                   3.98         x          x
External Forces & Industry Knowledge     Annuity Product Development Trends and Issues                                         26PD             2010 Annual Meeting                   3.95         x          x
External Forces & Industry Knowledge     So How's Life Treating You? An Update to the Life Product Market                      80PD             2010 Annual Meeting                   3.94         x          x
External Forces & Industry Knowledge     Product Development in a Principle-Based Environment                                  67PD             2010 Annual Meeting                   3.93         x          x
External Forces & Industry Knowledge     Hot Topic - TBA                                                                       71PD             2010 Annual Meeting                   3.90         x          x
External Forces & Industry Knowledge     After the Crisis—The Regulatory Response                                              91PD             2010 Annual Meeting                   3.90         x          x
External Forces & Industry Knowledge     Untapped Opportunities for Actuaries in Health: The Next Frontier                    115OF             2010 Annual Meeting                   3.78         x          x
                                         Around the World in 90 Minutes: Global Issues in Pension Policy, Noncore Credit 90
External Forces & Industry Knowledge                                                                                           65PD
                                         Minutes                                                                                                2010 Annual Meeting                   3.78         x          x
External Forces & Industry Knowledge     U.S. Health Care Reform—Footing the Bill                                              86OF             2010 Annual Meeting                   3.78         x          x
                                         Plan and Individual Management for Retirement: Aftermath of the Economic Crisis,
External Forces & Industry Knowledge                                                                                           24PD
                                         Noncore Credit 90 Minutes                                                                              2010 Annual Meeting                   3.77         x          x
External Forces & Industry Knowledge     IFRS: The Future of Accounting to Insurance and its Implications                      58PD             2010 Annual Meeting                   3.75         x          x
External Forces & Industry Knowledge     Regulatory Update (IFRS, Solvency II, Principle-Based Reserves)                       39PD             2010 Annual Meeting                   3.70         x          x
External Forces & Industry Knowledge     Hot Topics in the Principle-Based Approach to Reserves and Capital                    92PD             2010 Annual Meeting                   3.64         x          x
External Forces & Industry Knowledge     Solvency II, Equivalence and its Implications for U.S. Insurers                       77PD             2010 Annual Meeting                   3.63         x          x
External Forces & Industry Knowledge     Medicare Advantage                                                                    17PD             2010 Annual Meeting                   3.62         x          x
External Forces & Industry Knowledge     State Initiatives: What are States Doing to Address Health Care Reform?               36PD             2010 Annual Meeting                   3.58         x          x
External Forces & Industry Knowledge     Capital and Liquidity Management After the Crisis                                    117PD             2010 Annual Meeting                   3.48         x          x
External Forces & Industry Knowledge     Policyholder Behavior                                                                 74PD             2010 Annual Meeting                   3.47         x          x
External Forces & Industry Knowledge     The Value of Wellness Rewards                                                        128IF             2010 Annual Meeting                   3.45         x
External Forces & Industry Knowledge     What is New With the NAIC, ACLI, SOA, FASB and IASB?                                  16PD             2010 Annual Meeting                   3.39         x          x
External Forces & Industry Knowledge     Comprehensive Actuarial Risk Evaluation                                               37TS             2010 Annual Meeting                   3.26         x          x
                                         Developments in Financial Reporting and ERM: What Health Actuaries Need to
External Forces & Industry Knowledge                                                                                           59PD
                                         Know                                                                                                   2010 Annual Meeting                   3.17         x          x
External Forces & Industry Knowledge     Some Actuarial Perspectives on Asia                                                  116PD             2010 Annual Meeting                   3.04         x          x
External Forces & Industry Knowledge     Disability Income Special Interest Group Hot Breakfast                                  1              2010 Health Meeting                    n.a.        x
External Forces & Industry Knowledge     Impact of Specific Health Conditions on Medical Costs                                 7 PD             2010 Health Meeting                   4.25         x          x
                                         The Delivery of Health Care: Preventing, Diagnosing and Treating Chronic Disease
External Forces & Industry Knowledge                                                                                          38 PD             2010 Health Meeting                   4.17         x
External Forces & Industry Knowledge     Medicare Advantage                                                                    6 PD             2010 Health Meeting                   4.10         x          x
External Forces & Industry Knowledge   Trends in Group Health Benefits                                                 44 PD         2010 Health Meeting          4.06    x   x
External Forces & Industry Knowledge   State of the Stop Loss Market                                                   20 PD         2010 Health Meeting          4.03    x   x
External Forces & Industry Knowledge   Risk Management Issues in Short Term Disability                                 66 PD         2010 Health Meeting          4.03    x   x
External Forces & Industry Knowledge   Hot Topics                                                                      47 PD         2010 Health Meeting          4.00    x   x
External Forces & Industry Knowledge   ICD-10: Implications on Pricing, Reserving, IT and Strategy                     46 PD         2010 Health Meeting          3.93    x   x
External Forces & Industry Knowledge   Role of the Actuary in Quality and Evidence Based Medicine                      62 PD         2010 Health Meeting          3.92    x
External Forces & Industry Knowledge   Disability Insurance and the Great Recession                                    30 IF         2010 Health Meeting          3.90    x
External Forces & Industry Knowledge   Future Trend Drivers: Methods to Monitor and Impact Trend                       76 PD         2010 Health Meeting          3.88    x   x
                                       Comparative Health Care Systems: What Can We Learn from Examining the Health
External Forces & Industry Knowledge   Care Systems of Other Countries?                                                 5 PD         2010 Health Meeting          3.87    x
External Forces & Industry Knowledge   Historical and Recent Health Cost Trends                                        52 PD         2010 Health Meeting          3.87    x
External Forces & Industry Knowledge   It's all about the Consumer                                                     16 PD         2010 Health Meeting          3.82    x
External Forces & Industry Knowledge   Overinsurance Risk in Disability Insurance                                      11 BG         2010 Health Meeting          3.75    x
External Forces & Industry Knowledge   The Use of Electronic Health Information in Actuarial Practice                  26 PD         2010 Health Meeting          3.75    x   x
External Forces & Industry Knowledge   Decoding State and Federal Regulations in Light of Health Care Reform           43 PD         2010 Health Meeting          3.75    x   x
External Forces & Industry Knowledge   Medicare Part D 2010 and Beyond                                                 58 PD         2010 Health Meeting          3.75    x   x
External Forces & Industry Knowledge   Measuring Outcomes and the Health Care Ecosystem                                40 PD         2010 Health Meeting          3.72    x   x
External Forces & Industry Knowledge   Impact of Health Care Reform by Market Segment                                  36 PD         2010 Health Meeting          3.68    x   x
                                       Medicare: The A/B Plan Design and How It Relates to Medicare Advantage Part C
External Forces & Industry Knowledge   and Medicare Supplement                                                         81 PD          2010 Health Meeting         3.65    x   x
External Forces & Industry Knowledge   The Future For LTC Insurance                                                    48 PD          2010 Health Meeting         3.62    x   x
External Forces & Industry Knowledge   Medicare Supplement: Critical Factors for Success                               24 PD          2010 Health Meeting         3.58    x   x
External Forces & Industry Knowledge   Provider Contracting Update: Implications on Trends, Pricing and Strategy       15 PD          2010 Health Meeting         3.50    x   x
External Forces & Industry Knowledge   Disease Management Update                                                       74 PD          2010 Health Meeting         3.48    x   x
External Forces & Industry Knowledge   Issues and Trends for Health Insurance Companies and Reinsurers                 29 PD          2010 Health Meeting         3.38    x   x
External Forces & Industry Knowledge   Reserve & Capital Financing for Insurance Products - A Market Update             11PD     2010 Life & Annuity Symposium     n.a.   x
External Forces & Industry Knowledge   Pandemics                                                                        41PD     2010 Life & Annuity Symposium    4.27    x   x
External Forces & Industry Knowledge   The Current Economic Landscape                                                   21PD     2010 Life & Annuity Symposium    4.20    x
External Forces & Industry Knowledge   Federal Income Tax Update                                                        42PD     2010 Life & Annuity Symposium    4.14    x
External Forces & Industry Knowledge   The Convergence of Accounting Standards for Insurance                            51PD     2010 Life & Annuity Symposium    3.89        x
External Forces & Industry Knowledge   Life Insurance Products: Protection Products                                     43OF     2010 Life & Annuity Symposium    3.80    x   x
External Forces & Industry Knowledge   Regulatory and Tax Update for Product Actuaries                                  24OF     2010 Life & Annuity Symposium    3.68    x   x
External Forces & Industry Knowledge   The Economics of Life Insurance Distribution/Emerging Trends                     33PD     2010 Life & Annuity Symposium    3.67    x   x
External Forces & Industry Knowledge   Update on Indexed Life and Annuity                                               78PD     2010 Life & Annuity Symposium    3.64    x   x
External Forces & Industry Knowledge   Life Insurance Products: Protection Products                                     54OF     2010 Life & Annuity Symposium    3.61    x   x
External Forces & Industry Knowledge   Update on Indexed Life and Annuity                                               73PD     2010 Life & Annuity Symposium    3.61    x   x
External Forces & Industry Knowledge   What's New in SOA Research                                                       61PD     2010 Life & Annuity Symposium    3.50    x   x
External Forces & Industry Knowledge   Federal Income Tax Topics                                                       27 WS   2010 Valuation Actuary Symposium   4.39    x
External Forces & Industry Knowledge   Statutory Life & Annuity Valuation Issues                                        7 PD   2010 Valuation Actuary Symposium   4.23    x
External Forces & Industry Knowledge   Appointed Actuary Boot Camp                                                     26 PD   2010 Valuation Actuary Symposium   4.10    x
External Forces & Industry Knowledge   Valuation Actuary Consideration in Health Reform                                13 OF   2010 Valuation Actuary Symposium   4.06    x
External Forces & Industry Knowledge   Statutory Life & Annuity Valuation Issues                                        1 PD   2010 Valuation Actuary Symposium   4.02    x   x
                                       Recent Market Trends with European Embedded Value / Market Consistent
External Forces & Industry Knowledge   Embedded Value Reporting                                                        33 TS   2010 Valuation Actuary Symposium   4.00    x   x
External Forces & Industry Knowledge   International Financial Reporting Standards                                     31 PD   2010 Valuation Actuary Symposium   3.99    x   x
External Forces & Industry Knowledge   Introduction to Economic Capital                                                36 TS   2010 Valuation Actuary Symposium   3.93    x   x
External Forces & Industry Knowledge   Contract Reserves for Health Actuaries                                          34 OF   2010 Valuation Actuary Symposium   3.91    x
External Forces & Industry Knowledge   The Future Regulatory Environment for Life Insurers and Reinsurers              38 PD   2010 Valuation Actuary Symposium   3.80    x
External Forces & Industry Knowledge   Convergence of Accounting Approaches – (U.S. GAAP and IFRS)                     37 PD   2010 Valuation Actuary Symposium   3.75    x   x
External Forces & Industry Knowledge   GAAP Issues                                                                      8 PD   2010 Valuation Actuary Symposium   3.66    x   x
External Forces & Industry Knowledge   Current Regulatory Issues and Their Impact on Reinsurance                       15 PD   2010 Valuation Actuary Symposium   3.62    x
External Forces & Industry Knowledge   Model Audit – Documentation and best practices                                  23 PD   2010 Valuation Actuary Symposium   3.53    x   x
External Forces & Industry Knowledge   Solvency II                                                                      4 PD   2010 Valuation Actuary Symposium   3.53    x   x
External Forces & Industry Knowledge   FASB/IASB Insurance Contract Project Update for Health Actuaries                21 PD   2010 Valuation Actuary Symposium   3.38    x
Leadership                             I'm Hyperventilating: How to Change Your Life in 17 Minutes!                     63IF         2010 Annual Meeting          4.08    x   x
Leadership                             Effectively Marketing and Leveraging Your Skills                                12 PD         2010 Health Meeting          4.00    x
Leadership                             Want Happiness with Your Job? Guide Your Career to Find Your Calling.            59 L         2010 Health Meeting          4.00    x   x
Leadership                                              MPD Continental Breakfast: Book Review                                          2             2010 Health Meeting         3.54    x
Leadership                                              Mentoring For Business Performance and Personal Development                   20PD       2010 Life & Annuity Symposium    4.00    x   x
Leadership                                              Strategy Session                                                              12 PD    2010 Valuation Actuary Symposium   3.29    x   x
Professional Values                                     How Can I Meet the Continuing Education Requirement?                           70IF          2010 Annual Meeting          4.51    x   x
Professional Values                                     Actuarial Standards Board and the Newly Revised ASOPs                          44IF          2010 Annual Meeting          3.49    x
                                                        The Revised Qualification Standards and Continuing Professional Development
Professional Values                                     Apply to You                                                                  22 PD          2010 Health Meeting          4.32    x   x
Professional Values                                     Professionalism in the Everyday Life of an Actuary                             29IF     2010 Life & Annuity Symposium     4.57    x
Professional Values                                     Peer Review Techniques to Optimize Quality                                    75PD      2010 Life & Annuity Symposium     4.18    x   x
                                                        The Revised Qualification Standards and Continuing Professional Development
Professional Values
                                                        Apply to You                                                                  57PD       2010 Life & Annuity Symposium    3.94    x   x
Professional Values                                     Beginner's Guide to the Illustration Model Regulations and ASOP 24            71PD       2010 Life & Annuity Symposium    3.36    x   x
Professional Values                                     Seeking Single CPD credit                                                     35 IF    2010 Valuation Actuary Symposium   4.70    x
Professional Values                                     Professionalism in the Everyday Life of An Actuary                            28 IF    2010 Valuation Actuary Symposium   4.28    x
Relationship Management & Interpersonal Collaboration   Project Management Success Strategies                                          90L
                                                                                                                                                     2010 Annual Meeting          4.05    x   x
Relationship Management & Interpersonal Collaboration   Lead the Leaders: Working with National Accounts Customers                    75 PD          2010 Health Meeting          3.89    x   x
Relationship Management & Interpersonal Collaboration   Working Effectively with Your Employer Clients' Auditors                      79 PD          2010 Health Meeting          3.83    x   x
Relationship Management & Interpersonal Collaboration   Making the Most of the Actuarial/Underwriting Team                            19 PD          2010 Health Meeting          3.30    x   x
Relationship Management & Interpersonal Collaboration   It's a Small World: Virtual Office Management                                  56IF     2010 Life & Annuity Symposium     n.a.    x
Relationship Management & Interpersonal Collaboration   Product Development Process - Part III
                                                                                                                                      62PD      2010 Life & Annuity Symposium     4.22    x   x
Relationship Management & Interpersonal Collaboration   One Small Step for Today...One Giant Leap for Your Career!                     10IF     2010 Life & Annuity Symposium     4.00    x
                                                        Emotional Intelligence: The Competitive Advantage in Driving Individual
Relationship Management & Interpersonal Collaboration
                                                        Development and Organizational Change                                          48L      2010 Life & Annuity Symposium     3.84    x
Relationship Management & Interpersonal Collaboration   What ALM and Financial Actuaries Wished Product Actuaries Knew
                                                                                                                                      81PD      2010 Life & Annuity Symposium     3.45    x   x
Relationship Management & Interpersonal Collaboration   Can you do less to get further in your career?                                  41 L   2010 Valuation Actuary Symposium   3.13    x
Results-Oriented Solutions                              Gaps in a DC World, Noncore Credit 90 Minutes                                  79PD          2010 Annual Meeting          4.45    x   x
Results-Oriented Solutions                              Absence Management and Disability Programs                                     60PD          2010 Annual Meeting          4.44    x   x
Results-Oriented Solutions                              The Great Product Feature Debate                                                96D          2010 Annual Meeting          4.33    x
Results-Oriented Solutions                              Entrepreneurial Actuary is not an Oxymoron                                     84PD          2010 Annual Meeting          4.11    x
Results-Oriented Solutions                              Electronic Commerce in the Life Insurance Industry                             15PD          2010 Annual Meeting          4.06    x
Results-Oriented Solutions                              High Performance Computing and the Actuary                                    122PD          2010 Annual Meeting          4.05    x   x
Results-Oriented Solutions                              Individual Insurance and Small Group Health Insurance                          18PD          2010 Annual Meeting          3.92    x   x
Results-Oriented Solutions                              Beyond CDH: Consumerism Products Today                                         93PD          2010 Annual Meeting          3.76    x   x
Results-Oriented Solutions                              Specialty, Rx and Voluntary Products in a Health Care Reform Environment       35PD          2010 Annual Meeting          3.71    x   x
Results-Oriented Solutions                              VA Hedge Program and Management of Basic Risk                                  34PD          2010 Annual Meeting          3.38    x   x
Results-Oriented Solutions                              Investment Strategy of Asset Portfolios                                        19PD          2010 Annual Meeting          3.37    x   x
Results-Oriented Solutions                              Small Group Market Watch                                                      65 WS          2010 Health Meeting           n.a.   x
Results-Oriented Solutions                              Quality and Efficiency Update                                                  9 PD          2010 Health Meeting          4.17    x   x
Results-Oriented Solutions                              Small Group Market Watch                                                      64 WS          2010 Health Meeting          4.11    x
Results-Oriented Solutions                              Dental Workshop                                                               17 WS          2010 Health Meeting          4.00    x

Results-Oriented Solutions                              Starting Your Own Company: What was Never on Exams that You Need to Know      31 IF          2010 Health Meeting          3.85    x
Results-Oriented Solutions                              Consumer-Driven Health Plans and Developments in Product Design               25 PD          2010 Health Meeting          3.73    x   x
Results-Oriented Solutions                              Managing Customer Risk in a Challenging Environment                           53 PD          2010 Health Meeting          3.20    x   x
Results-Oriented Solutions                              U.S. Treasury Experiences With TARP                                            59L      2010 Life & Annuity Symposium     4.50    x   x
Results-Oriented Solutions                              Product Development - Can We Admit Our Mistakes                               58BG      2010 Life & Annuity Symposium     4.27    x
Results-Oriented Solutions                              Developing Products in a Capital Constrained Environment                      26PD      2010 Life & Annuity Symposium     3.93    x   x
Results-Oriented Solutions                              Developing Products in a Capital Constrained Environment                      15PD      2010 Life & Annuity Symposium     3.88    x   x
Results-Oriented Solutions                              Issues in Structuring the Reinsurance Relationship                            34PD      2010 Life & Annuity Symposium     3.78    x   x
Results-Oriented Solutions                              Measuring Profitability                                                       25PD      2010 Life & Annuity Symposium     3.43    x   x
Results-Oriented Solutions                              Predictable or Unpredictable? Forecasting in the 21st Century                 22PD      2010 Life & Annuity Symposium     3.35    x
Results-Oriented Solutions                              Measuring Profitability                                                       14PD      2010 Life & Annuity Symposium     3.23    x   x
Strategic Insight & Integration                         Risk Appetite for Variable Annuity                                            61PD          2010 Annual Meeting            n.a.   x   x
Strategic Insight & Integration                 After the LTCI Think Tank                                                            62WS           2010 Annual Meeting          4.40    x   x
Strategic Insight & Integration                 ERM and its Applications to Pensions, Noncore Credit 75 Minutes                      134PD          2010 Annual Meeting          4.13    x   x
Strategic Insight & Integration                 Quality and Efficiency Research                                                      129PD          2010 Annual Meeting          4.06    x   x
Strategic Insight & Integration                 Risk Management Approaches to Group Long-Term Disability Insurance                    94PD          2010 Annual Meeting          4.05    x   x
Strategic Insight & Integration                 Serving the Middle Market                                                            132PD          2010 Annual Meeting          3.93    x   x
                                                Product Development Process—Speed to Market or Organization, Process and
Strategic Insight & Integration                                                                                                      120PD
                                                Tools                                                                                               2010 Annual Meeting          3.91    x   x
Strategic Insight & Integration                 Rating Agency Perspective                                                            112PD          2010 Annual Meeting          3.90    x   x
Strategic Insight & Integration                 Public Finance—How Actuaries Should Consider Helping                                  28OF          2010 Annual Meeting          3.83    x   x
                                                How to Lose a Million Bucks Without Really Trying: Oversights in Negotiating Life
Strategic Insight & Integration                                                                                                      68PD
                                                Reinsurance Treaties                                                                                2010 Annual Meeting          3.80    x   x
                                                Retirement 20/20: Eyes on the Future—A Summary of New Retirement Designs
Strategic Insight & Integration                                                                                                      30PD
                                                Proposed Through Our Call for Models Contest, Noncore Credit 90 Minutes
                                                                                                                                                    2010 Annual Meeting          3.75    x   x
Strategic Insight & Integration                 Is Prediction Possible?                                                              113TS          2010 Annual Meeting          3.73    x
Strategic Insight & Integration                 Managing Systemic Risk in an Enterprise Risk Management Framework                    20PD           2010 Annual Meeting          3.67    x
Strategic Insight & Integration                 On the Role of the Actuary in a Changing World                                        126L          2010 Annual Meeting          3.62    x
Strategic Insight & Integration                 The Future Effects of Emerging Changes on Life Insurance Products and Distribution   97PD
                                                                                                                                                    2010 Annual Meeting          3.44    x   x
Strategic Insight & Integration                 CFO Panel                                                                             33PD          2010 Annual Meeting          3.38        x
Strategic Insight & Integration                 Untap Your Career Potential in Health Care                                           63 PD           2010 Health Meeting         4.03    x   x
Strategic Insight & Integration                 The Next Generation of Cost Control: Back to the Future?                             86 PD           2010 Health Meeting         3.83    x   x
Strategic Insight & Integration                 Entrepreneurial Actuary is not an Oxymoron                                            67PD      2010 Life & Annuity Symposium    4.38    x   x
Strategic Insight & Integration                 Actuaries in Non-Traditional Actuarial Roles - Turning Over All Stones                28PD      2010 Life & Annuity Symposium    4.20    x   x
Strategic Insight & Integration                 Product Development Process - Part II                                                 52PD      2010 Life & Annuity Symposium    4.04    x   x
Strategic Insight & Integration                 Policyholder Behavior - Part I                                                        60PD      2010 Life & Annuity Symposium    3.92    x   x
Strategic Insight & Integration                 VA GLB Risk Management Trends                                                          45IF     2010 Life & Annuity Symposium    3.79    x
Strategic Insight & Integration                 Product Development Process - Part I                                                  44PD      2010 Life & Annuity Symposium    3.77    x   x
Strategic Insight & Integration                 Policyholder Behavior: News From the Front - Part II                                  72PD      2010 Life & Annuity Symposium    3.67    x   x
Strategic Insight & Integration                 Review of Variable Annuity Hedge Effectiveness                                        68PD      2010 Life & Annuity Symposium    3.40    x   x
Strategic Insight & Integration                 Advanced Reinsurance Topics                                                           46PD      2010 Life & Annuity Symposium    3.30    x   x
Strategic Insight & Integration                 VA GLB Risk Management Trends                                                          53IF     2010 Life & Annuity Symposium    3.25    x
Strategic Insight & Integration                 Impact of Policyholder Behavior                                                      40 PD    2010 Valuation Actuary Symposium   3.96    x
Strategic Insight & Integration                 Using Asset Liability Management (ALM) to Improve General Account Results            10 PD    2010 Valuation Actuary Symposium   3.85    x
Strategic Insight & Integration                 The Future of Financial Reinsurance                                                  30 PD    2010 Valuation Actuary Symposium   3.79    x
Strategic Insight & Integration                 Enterprise Risk Management: Beyond the Financial Crisis                              44 PD    2010 Valuation Actuary Symposium   2.71    x   x
Technical Skills & Analytical Problem Solving   AG 43 (VACARVM)—Up and Running                                                        81PD          2010 Annual Meeting           n.a.   x   x
Technical Skills & Analytical Problem Solving   Deferred Tax: An Actuarial, Tax and Regulatory View                                  136PD          2010 Annual Meeting          4.41    x   x
Technical Skills & Analytical Problem Solving   Social Insurance Projections: Methods and Models                                     125OF          2010 Annual Meeting          4.38    x   x
Technical Skills & Analytical Problem Solving   Mortality Update                                                                      66PD          2010 Annual Meeting          4.35    x   x
Technical Skills & Analytical Problem Solving   Gartner Survey—The Actuarial Technology Perfect Storm                                137PD          2010 Annual Meeting          4.32        x
Technical Skills & Analytical Problem Solving   Solving Actuarial Problems With Complexity Science                                    75TS          2010 Annual Meeting          4.27    x   x
Technical Skills & Analytical Problem Solving   Social Insurance Projections: Uncertainty and Communications                         138OF          2010 Annual Meeting          4.17    x   x
Technical Skills & Analytical Problem Solving   Statutory Hybrid Plans, Core Credit 75 Minutes                                       118PD          2010 Annual Meeting          4.16    x   x
                                                Derivatives and Alternative Investments for Pension Plans, Noncore Credit 90
Technical Skills & Analytical Problem Solving                                                                                        43PD
                                                Minutes                                                                                             2010 Annual Meeting          4.15    x   x
Technical Skills & Analytical Problem Solving   PPA Update: Where are We Now? Core Credit 90 Minutes                                 64PD           2010 Annual Meeting          4.15    x   x
                                                PPA Pension Funding Relief: Is the Cure Worse than the Disease? Core Credit 90
Technical Skills & Analytical Problem Solving                                                                                        98PD
                                                Minutes                                                                                             2010 Annual Meeting          4.10        x
Technical Skills & Analytical Problem Solving   De-Risking Pension Plans, Noncore Credit 90 Minutes                                   23PD          2010 Annual Meeting          4.09    x   x
Technical Skills & Analytical Problem Solving   Underwriting Cancers: The Changing Landscape in Risk                                  82IF          2010 Annual Meeting          4.09    x
Technical Skills & Analytical Problem Solving   The Design and Control of Efficient VA Models                                        131PD          2010 Annual Meeting          4.06    x   x
Technical Skills & Analytical Problem Solving   Quality Control                                                                      101PD          2010 Annual Meeting          3.97    x   x
Technical Skills & Analytical Problem Solving   Managing a Frozen Pension Plan, Core Credit 75 Minutes                                47PD          2010 Annual Meeting          3.91    x
Technical Skills & Analytical Problem Solving   Provider Payment Reform and Risk Adjustment                                           114L          2010 Annual Meeting          3.86    x   x
Technical Skills & Analytical Problem Solving   So You Want to Offer Combination Products….                                           38PD          2010 Annual Meeting          3.86    x   x
                                                Historical Rates of Mortality Improvement and Tolls for Future Improvement
Technical Skills & Analytical Problem Solving                                                                                        40OF
                                                Projection                                                                                          2010 Annual Meeting          3.86    x   x
Technical Skills & Analytical Problem Solving   Risk Adjusted Performance Measurement: Alternative Viewpoints                      123PD          2010 Annual Meeting          3.85    x   x
Technical Skills & Analytical Problem Solving   Reporting Beyond NAIC and U.S. GAAP                                                73WS           2010 Annual Meeting          3.85    x
Technical Skills & Analytical Problem Solving   Market Consistent Pricing                                                          100PD          2010 Annual Meeting          3.78    x
Technical Skills & Analytical Problem Solving   The Latest on Morbidity Improvement                                                 21PD          2010 Annual Meeting          3.76    x   x
Technical Skills & Analytical Problem Solving   Assumption Setting for Retirement Plans, Core Credit 75 Minutes                    104PD          2010 Annual Meeting          3.75    x
Technical Skills & Analytical Problem Solving   Actuarial Efficiency in Modeling and Valuation                                      32PD          2010 Annual Meeting          3.74    x   x
                                                Considerations and Differences Between Reinsuring Small Limited-Underwriting
Technical Skills & Analytical Problem Solving                                                                                      121PD
                                                Products vs. Fully Underwritten Large Amount Policies                                             2010 Annual Meeting          3.73    x   x
Technical Skills & Analytical Problem Solving   Illustration Actuary: Responsibilities Refresher Course                             41TS          2010 Annual Meeting          3.70    x   x
Technical Skills & Analytical Problem Solving   Predictive Modeling—What Can We Learn From Each Other?                              25PD          2010 Annual Meeting          3.61    x   x
Technical Skills & Analytical Problem Solving   Managing Risk through Product Design                                                85PD          2010 Annual Meeting          3.39    x   x
Technical Skills & Analytical Problem Solving   Social Insurance Projections: Migration 1                                          140OF          2010 Annual Meeting          3.30    x   x
Technical Skills & Analytical Problem Solving   Social Insurance Projections: Migration 2                                          141OF          2010 Annual Meeting          3.25    x   x
Technical Skills & Analytical Problem Solving   Where Theory Meets Practice                                                         27PD          2010 Annual Meeting          3.13    x   x
Technical Skills & Analytical Problem Solving   The "Flaws" of Law of Large Numbers                                                 95PD          2010 Annual Meeting          3.02    x   x
Technical Skills & Analytical Problem Solving   Predictive Modeling Update                                                         83 PD          2010 Health Meeting           n.a.   x   x
Technical Skills & Analytical Problem Solving   Applications of Complexity Science for Health Actuaries                            78 TS          2010 Health Meeting          4.71    x
Technical Skills & Analytical Problem Solving   Getting a Grip on Claims Seasonality                                               56 TS          2010 Health Meeting          4.67    x   x
Technical Skills & Analytical Problem Solving   Hot Topics in Group Life                                                            37 IF         2010 Health Meeting          4.50    x
                                                Implementing the Mental Health and Addiction Equity Act of 2008: Results and
Technical Skills & Analytical Problem Solving   Trends to Date                                                                     82 PD          2010 Health Meeting          4.45    x   x
                                                Actuarially Sound Medicaid Managed Care Rates and State Budgets: The Dilemma
Technical Skills & Analytical Problem Solving                                                                                      28 PD          2010 Health Meeting          4.28    x   x
Technical Skills & Analytical Problem Solving   GAAP Convergence to International Accounting: The Revolution Approaches            27 PD          2010 Health Meeting          4.09    x   x
Technical Skills & Analytical Problem Solving   Statistics for Reading the Health Services and Policy Literature                   45 WS          2010 Health Meeting          4.09    x
Technical Skills & Analytical Problem Solving   Medicaid LTC Program Comparisons and Rating Issues                                 39 PD          2010 Health Meeting          4.00    x   x
Technical Skills & Analytical Problem Solving   IFRS and Disability Insurance                                                      84 TS          2010 Health Meeting          3.95    x   x
Technical Skills & Analytical Problem Solving   Group LTD Experience Committee Update                                              21 PD          2010 Health Meeting          3.88    x   x
Technical Skills & Analytical Problem Solving   Health Pricing                                                                     34 PD          2010 Health Meeting          3.86    x   x
Technical Skills & Analytical Problem Solving   Wellness Program ROI                                                               54 PD          2010 Health Meeting          3.81    x
Technical Skills & Analytical Problem Solving   ERM in Health Insurance Companies: Adding Value                                    68 PD          2010 Health Meeting          3.68    x   x
Technical Skills & Analytical Problem Solving   LTC Pricing Mechanics and Profit Expectations                                      18 PD          2010 Health Meeting          3.59    x   x
Technical Skills & Analytical Problem Solving   Individual Disability Experience Committee Update                                  77 PD          2010 Health Meeting          3.58    x   x
Technical Skills & Analytical Problem Solving   A Closer Look at Disability Product Features                                       57 PD          2010 Health Meeting          3.51    x   x
Technical Skills & Analytical Problem Solving   Maintaining and Eliminating Legacy Systems                                         41 PD          2010 Health Meeting          3.33    x   x
Technical Skills & Analytical Problem Solving   Post Level Term Period Experience: Are Your Profit Projections Accurate?            63OF     2010 Life & Annuity Symposium     4.58    x   x
Technical Skills & Analytical Problem Solving   Federal Income Tax Modeling and Reporting Issues                                    31PD     2010 Life & Annuity Symposium     4.00    x   x
Technical Skills & Analytical Problem Solving   Longevity and Retirement Products                                                   32PD     2010 Life & Annuity Symposium     3.90    x   x
Technical Skills & Analytical Problem Solving   Integrating Risk Management Into Product Designs and Pricing                        49PD     2010 Life & Annuity Symposium     3.89    x
Technical Skills & Analytical Problem Solving   Current Issues Complying with Illustration Regulations and ASOP 24                  79PD     2010 Life & Annuity Symposium     3.87    x   x
Technical Skills & Analytical Problem Solving   Combination Product Pricing                                                         16IF     2010 Life & Annuity Symposium     3.85    x
Technical Skills & Analytical Problem Solving   What does CTE reveal ?                                                              76PD     2010 Life & Annuity Symposium     3.81    x   x
Technical Skills & Analytical Problem Solving   Risk Management at the Point of Sale                                                70PD     2010 Life & Annuity Symposium     3.67    x   x
Technical Skills & Analytical Problem Solving   Implications of Principal Based Approach                                            13PD     2010 Life & Annuity Symposium     3.46    x   x
Technical Skills & Analytical Problem Solving   What is the 'X-factor'?                                                             23PD     2010 Life & Annuity Symposium     3.45    x   x
Technical Skills & Analytical Problem Solving   Risk Management at the Point of Sale                                                80PD     2010 Life & Annuity Symposium     3.40    x   x
Technical Skills & Analytical Problem Solving   Risk Management Practice in Insurance Companies and Banks for Variable Annuities
                                                                                                                                   12PD       2010 Life & Annuity Symposium    3.33    x   x
Technical Skills & Analytical Problem Solving   Credibility Theory                                                                 25 TS    2010 Valuation Actuary Symposium   4.39    x   x
Technical Skills & Analytical Problem Solving   Replicating Portfolios and Model Compression                                       22 PD    2010 Valuation Actuary Symposium   4.32    x
Technical Skills & Analytical Problem Solving   Avoiding Statistical Pitfalls in Actuarial Work                                    11 TS    2010 Valuation Actuary Symposium   4.29    x   x
Technical Skills & Analytical Problem Solving   Asset Modeling Concepts                                                            39 TS    2010 Valuation Actuary Symposium   4.09    x
Technical Skills & Analytical Problem Solving   Principle-Based Valuation and Capital Determination for Variable Annuities         32 PD    2010 Valuation Actuary Symposium   3.94    x
Technical Skills & Analytical Problem Solving   Principle-Based Approach for Non-Variable Annuities                                46 PD    2010 Valuation Actuary Symposium   3.94    x   x
Technical Skills & Analytical Problem Solving   Reviewing and Validating Actuarial Models                                           9 PD    2010 Valuation Actuary Symposium   3.81    x   x
Technical Skills & Analytical Problem Solving   What’s New in Reserve Financing for Life Insurance Products                         3 PD    2010 Valuation Actuary Symposium   3.79    x   x
Technical Skills & Analytical Problem Solving   Advanced Embedded Value and MCEV                                                   45 PD    2010 Valuation Actuary Symposium   3.79    x   x
Technical Skills & Analytical Problem Solving   Implications of Principle-Based Approaches to Capital Determination     24 PD   2010 Valuation Actuary Symposium   3.77   x
Technical Skills & Analytical Problem Solving   Model Efficiency                                                        20 TS   2010 Valuation Actuary Symposium   3.76   x   x
Technical Skills & Analytical Problem Solving   Economic Scenario Generators: Do They Properly Represent Tail Events?   47 PD   2010 Valuation Actuary Symposium   3.72   x   x
Technical Skills & Analytical Problem Solving   Valuation Software                                                       5 PD   2010 Valuation Actuary Symposium   3.67   x
Technical Skills & Analytical Problem Solving   Principle Based Reserves                                                18 PD   2010 Valuation Actuary Symposium   3.57   x   x
Technical Skills & Analytical Problem Solving   Managing Tail Risk                                                       2 PD   2010 Valuation Actuary Symposium   3.52   x   x
Technical Skills & Analytical Problem Solving   Controls in a Stochastic Valuation Environment                          19 PD   2010 Valuation Actuary Symposium   3.32   x   x
                                                                            Society of Actua
                                                             Competency Framework - Person
           2011 SOA Meeting Sessions
                                       Life & Annuity Symposium, Health Meeting, Valuation Actuary Sym


                      Competency

Communication
Communication
Communication
Communication
Communication
Communication
Communication
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
External Forces & Industry Knowledge
Leadership
Leadership
Leadership
Leadership
Leadership
Leadership
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Professional Values
Relationship Management & Interpersonal Collaboration

Relationship Management & Interpersonal Collaboration

Relationship Management & Interpersonal Collaboration

Relationship Management & Interpersonal Collaboration

Relationship Management & Interpersonal Collaboration

Relationship Management & Interpersonal Collaboration

Relationship Management & Interpersonal Collaboration
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Results-Oriented Solutions
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Strategic Insight & Integration
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving

Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
Technical Skills & Analytical Problem Solving
                                      Society of Actuaries
                       Competency Framework - Personal Planning Workbook

Life & Annuity Symposium, Health Meeting, Valuation Actuary Symposium, Annual Meeting Sessions with slides or audio


                                                                                     Session
                                     Session Title
                                                                                     Number
  Apps for Actuaries                                                                  68 BG
  Communicating the Difficult Story                                                   62 PD
  The Power of Positive Criticism                                                      78 L
  The Art and Science of Networking Today                                             27 IF
  Education & Research Section Continental Breakfast                                    33
  To Better Communicate: Presenting Technical Information to Non-Technical
                                                                                      27 OF
  Audiences
  Implementation of Models within a Solvency II Framework                            10 PD
  Tax Issues for Product Actuaries                                                   71 TS
  Simplified Issue/Guaranteed Issue Market Update                                    55 PD
  Product Update: ULSG and Term UL                                                   14 PD
  Historical Rates of Mortality Improvement and Tools for Future Improvement         54 OF
  Simplified Issue/Guaranteed Issue Market Update                                    40 PD
  Hot Topics in the Principle Based Approaches to Reserves and Capital               39 PD
  Traditional Term Products                                                          47 PD
  Product Update: ULSG and Term UL                                                   23 PD
  Regulatory and Tax Update for Product Actuaries                                    41 PD
  Regulatory and Tax Update for Product Actuaries                                    49 PD
  Understanding and Reacting to this Turbulent Economy                               66 PD
  Fixed Annuity Trends and Issues                                                    56 PD
  Latest Developments in IFRS & Solvency II                                          53 PD
  What's New with Regulatory and Accounting Changes?                                 63 PD
  Variable Annuity Products and Practices Update                                     15 PD
  Variable Annuity Products and Practices Update                                     24 PD
  Market Consistent Pricing                                                          48 PD
  Re-risk or De-risk with Variable Annuities?                                        27 PD
  Market Consistent Pricing                                                          65 PD
  The Economics of Obesity                                                            64 L
  Evidence for Drug Adherence Savings and Pharmacy Cost Trend Outlook                36 TS
  Recent Developments in Health Reinsurance                                          39 OF
  To Thine Own Health Be True                                                        49 PD
  Individual Disability Experience Committee Update                                  69 PD
  Trends in Limited Benefit Medical Plans                                            77 PD
  Small Group Market Watch                                                           82 WS
  Individual Medical Market Watch                                                    73 WS
  ICD-10: The Transformation Begins                                                  38 PD
  Mortality Issues for Group Life Insurance                                          68 PD
  Individual Medical Market Watch                                                    74 WS
Complexity Science: What It Is and Why You Want to Know About It                   37 PD
Retiree Medical Plan Valuations and Management                                     80 PD
Current Issues and Plan Designs in Dental Insurance                                46 PD
Health Actuary Wanted to Explore New Worlds: New Career Opportunities for Health
                                                                                   42 PD
Actuaries
Hot Topics in Smaller Insurance Companies                                          21 BG
Implications of Convergence of Individual Worksite and Group Voluntary Products    86 PD
Medicare Advantage—Part C: Present and Future                                      5 PD
Health Legislation Cost Estimates                                                  70 PD
Medicare Advantage—Part D: Present and Future                                      15 PD
Provider Payment Reform                                                            40 PD
Customer Reporting Techniques                                                      56 PD
Health Care Reform from the Other Side: What Does It Mean for an Employer?         10 PD
Reengineering Long-Term Care Insurance Part II: The Middle-Mass Market             31 IF
Reengineering Long-Term Care Insurance Part I: The Middle-Affluent Market          20 IF
ASO Workshop                                                                       8 WS
Comparative Effectiveness Research                                                 6 PD
Quality and Efficiency                                                             67 PD
Current Developments in Company Health Tax Issues                                  51 PD
U.S. Health Reform: What U.S. Actuaries Can Learn from Experiences in Other
                                                                                    7 PD
Countries
Term Shock Lapse and Mortality Assumptions                                          4 PD
U.S. GAAP Issues                                                                   24 PD
Statutory Life and Annuity Valuation Issues                                         1 PD
Federal Income Tax Topics                                                          11 WS
U.S. GAAP Issues                                                                    8 PD
Recent Market Trends with European Embedded Value/Market Consistent
                                                                                   26 PD
Embedded Value Reporting
ACA Impact on Health Claims Liability and Deficiency Reserves                      5 OF
Statutory Life and Annuity Valuation Issues                                        15 PD
Joint FASB/IASB Insurance Contracts Project                                        13 PD
Principle-Based Reserves: What We Learned From the Field Test                      9 PD
Joint FASB/IASB Insurance Contracts Project                                        16 PD
Convergence of Accounting Approaches (U.S. GAAP and IFRS)                          40 PD
The Future Regulatory Environment for Life Insurers and Reinsurers- Dodd Frank     55 PD
Current Topics in Reinsurance                                                      17 PD
Principle-Based Reserves: What We Learned From the Field Test                      22 PD
Late Breaking Developments and Regulatory Update for Retirement Plans              100 PD
Regulatory Update for Product Developers                                           106 PD
Fundamental Issues with Health Insurance—Does Health Care Reform Address
                                                                                   107 PD
Them?
The Convergence of Group and Individual Disability Insurance                       108 PD
Plan Termination Seminar: Session 3—Group Annuities 101 for Pension Actuaries      118 OF
Current Developments in Life Insurance Federal Income Tax                          123 TS
Risk Adjustment and Selection Under Healthcare Reform                              126 PD
Apps for Actuaries                                                                 127 BG
Global View of Reinsurance—Europe, Latin America, Asia                           128 PD
Looming Demographic Trends and Their Investment Implications                     132 PD
Serving the Reinsurance Needs of Smaller Companies                               135 OF
What Can the National Healthcare Reform Learn from Massachusetts?                137 PD
Life and Annuity Industry Outlook                                                143 PD
Principle-Based Approaches for Pricing                                           144 PD
Perspectives on the Middle Market Distribution                                   145 PD
ERM—Challenging Old Paradigms: Considering the Human Element                     147 OF
Defined Contribution Plans: Meeting the Needs of Today's Workforce or Falling
                                                                                  15 D
Short?
Mortality Projection Issues and Modeling Methods                                 16 PD
Solvency II                                                                      20 PD
State of the Financial Reinsurance Market                                        21 PD
In This for Life: Life Product Development Trends and Issues                     22 PD
Trend: Future Drivers and Bending the Cost Curve                                 23 PD
Social Security--Separating Fact from Fiction                                     30 D
LTC Hot Topics                                                                   34 PD
IFRS: The Future of Accounting for Insurance and its Implications                35 PD
Trend--View from CMS and Recent Data from Public Employers                       38 PD
Systemic Risk—What Lies Ahead?                                                   43 PD
Update on Pre-Qualification and Contunuing Education                             52 PD
Underfunded Pension Plans: The Low-Hanging Fruit of the Corporation Bankruptcy
                                                                                 60 PD
Process
The Long Run Volatility of Stocks Might Be Higher than You Think                  62 L
Convergence of Financial Reporting and Capital Requirements for Insurance        64 PD
State of the Disability Reinsurance Market                                       66 PD
Impact of Healthcare Reform on the Individual and Small Group Marketplaces       79 PD
Hot Topics at the NAIC, ACLI, AAA, FASB and IASB                                 91 PD
Introduction to Life Insurance Product Taxation                                  96 PD
Rapid Retirement Research Initiative—A New Approach for SOA Research             99 PD
How to Become a More Influential Leader                                          12 IF
Management & Personal Development Section Continental Breakfast: Review of
                                                                                   1
Recent Executive Books
The Effective Executive                                                          60 WS
What Can I Do During My Working Years to Make My Retirement Years More
                                                                                 102 PD
Interesting?
Opportunities for Actuaries on Corporate Boards                                  129 PD
How I’m Having Fun in Retirement                                                 97 OF
Professionalism-Balance of Creativity and Staying Within the Code                38 OF
Professionalism Hot Breakfast for Disability Actuaries                            35 TS
ASOPs for Health Actuaries                                                       88 PD
Ethical Decision Making for Actuaries                                            58 PD
The Most Professional Actuary in the World                                        19 IF
Professionalism in the Everyday Life of an Actuary                                43 IF
Professionalism in the Everyday Life of an Actuary                                36 IF
ERM Standards of Practice: A Socratic Dialogue                                    38 IF
Expanding Actuarial Roles in "Non-Traditional" Risk Environments                 122 IF
What Every Actuary Must Know About ASOP 41                                       139 PD
Acting in the Public Interest                                                       19 PD
Professionalism, Standards of Practice and Reinsurance                              36 TS
ERM Standards of Practice—A Socratic Dialogue
                                                                                    39 IF
Standards of Practice in Product Development—Do These Apply to Me?                  78 PD
Fiduciary Liability                                                                 86 PD
Managing Knowledge Workers: How Do You Best Manage Actuaries?                       72 IF

Uncover Your Unique Value Proposition                                               21 IF

I'm Hyperventilating: How to Change Your Life in 17 Minutes                          6 IF

Actuarial Efficiency in Modeling & Valuation                                        125 PD

Managing Knowledge Workers: How Do you Best Manage Actuaries?                       148 IF

Project Management Success Strategies                                               45 TS

Selling Skills for Actuaries: Overcome Fear of Making Sales Calls                   76 TS
Hot Topics Impacting the Smaller Insurance Company                                  46 BG
Model Management: Is it Possible?                                                   30 PD
Automated Underwriting as Tool for Mid-Market Growth                                32 PD
Group Life Roundtable Discussion                                                    9 WS
Provider Network Strategies                                                         85 PD
Informatics and Actuarial Data Marts                                                65 PD
Enterprise Risk Management for a Health Insurer: Like Life, Like Casualty, or
                                                                                    11 PD
Something Completely Different? A Cross-Pollination of Thought
Asset Management for Health Insurers                                                45 PD
Smaller Company Issues                                                              29 BG
Keeping the Auditors Happy: Documentation Practices and Tools to Support Internal
                                                                                    28 PD
and External Audit
What’s New in Reserve Financing for Life Insurance Products?                         39 PD
Current Topics Affecting Smaller Insurance Companies                                101 BG
Model Management                                                                    105 PD
Plan Termination Seminar: Session 2—Funding and Investment Strategy                 118 OF
Research Results on New Medical Markers                                             121 PD
ERM Workshop for Small Companies                                                    31 WS
Managing Longevity and Mortality Risks and Their Global Activities                   73 PD
Systemic Risk: Early Warning Indicators                                              81 IF
Implementing Healthcare Reform in the Real World                                     95 PD
Review of Dynamic Hedge Effectiveness in the Financial Crisis and Beyond             45 PD
Historical Rates of Mortality Improvement and Tools for Future Improvement           64 OF
Actuarial and Finance Transformation                                                 52 PD
Financial Service Regulatory Reform and the Role of Actuaries                        29 PD
Policyholder Behavior                                                                69 PD
Insurance Company Investing in Low Interest Rate Environment                         61 PD
Stable Value Contracts: Insurance or Derivatives                                     22 PD
Potential Impact of Insurance Exchange on Product Sales and Distribution             41 PD
Impact of Mental Health Parity and PPACA                                             63 TS
Actuarially Sound Rates versus State Budget Reality: What’s an Actuary to Do?       48 PD
Pricing Concepts for Health Products                                                47 PD
Accountable Care Organizations/Medical Home Models: Basic Overview                  24 PD
Medicaid Programs Post PPACA                                                        75 PD
What Does the Future Hold for Underwriting?                                         16 PD
Solvency II                                                                         32 PD
Practical Considerations for Asset Liability Management                             58 PD
Valuing the Future: The Role of the Valuation Actuary in Pricing and Corporate
                                                                                    59 PD
Planning
CEO Forum                                                                           103 PD
Emerging Technologies and the Future of Insurance Distribution—Part 2               104 PD
Plan Termination Seminar: Session 1—Defined-Benefit Pension Plans: A Look at the
                                                                                    118 OF
Landscape
Retirement Security in the New Economy (Part 1)—Holistic Approaches                 120 PD
Retirement Security in the New Economy (Part 2)—Single Issues                       131 PD
Retirement Security in the New Economy (Part 3)—Perspective on the Issues           141 OF
Update on Impacts of PPACA                                                          142 PD
HARI and Other Research Updates                                                     146 PD
Investment Risk and Return: Theoretically Related—Empirically, Not So Much           32 L
Being Social—It's a Game Changer                                                    40 PD
Moving from Accumulation to Consumption                                             42 PD
ALM Risk and Investment Strategies for LTC Companies                                44 PD
Where Enterprise Risk Management Meets Capital Management                           61 PD
2011 Risk and Process of Retirement Survey Results                                  87 PD
Emerging Technologies and the Future of Insurance Distribution—Part 1               90 PD
Annuity Product Development Trends and Issues                                       93 PD
ICD-10: Is It a Whole New World?                                                    94 PD
Does Anyone Else Want to be Illustration Actuary this Year?                         31 PD
Complexity Science: What It Is and Why You Want to Know About It (follow up: #20)    11 L
High Performance Computing                                                          43 PD
Reserves for Non-Tax Actuaries                                                      13 PD
Measuring and Improving Profitability                                               57 PD
Measuring and Improving Profitability                                               42 PD
Solving Actuarial Problems with Complexity Science (follow up to: #11)              20 TS
ROI on Wellness Programs? Beyond the Actuarial Science                               44 L
Disability Experience Studies                                                       89 PD
Technology Section Continental Breakfast: Apps for Actuaries                          34
Data Issues for Disability Analysis                                                 29 IF
Accounting Topics for Disability Insurers                                           79 PD
Risk Adjustment Under Reform                                                        55 TS
Medical Trends 101                                                                  26 TS
Predictive Modeling under ACA                                                       28 TS
Reserving                                                                           84 PD
Disease Management and Wellness ROI                                                 76 TS
Medicare Supplement Pricing: Yesterday and Today                                    54 PD
Avoiding Statistical Pitfalls in Actuarial Work                                     12 TS
Text Mining: Approaches and Applications                                     61 PD
Actuarial Control Cycle, Case Studies and Measurement                        87 PD
Current Medical Trend Drivers                                                17 PD
Predictive Modeling for Disability Insurance                                 50 TS
Risk Management Approaches to Worksite Disability Products                   19 PD
Group Disability Pricing Issues                                              59 OF
Solving Actuarial Problems with Complexity Science                           81 PD
Uncertainty in Risk Adjustment and Nontraditional Variables—SOA Sponsored
                                                                             18 TS
Research Projects
Credibility and Health Benefits                                               30 TS
Apps for Actuaries                                                           44 OF
Rebate Reserves Under ACA MLR Requirements                                   12 PD
Appointed Actuary Boot Camp                                                  25 PD
IDEC Update                                                                  45 PD
Actuarial Software                                                           31 PD
Guidance for the New Appointed Actuary                                       37 PD
Avoiding Statistical Pitfalls in Actuarial Work                               23 TS
Introduction to Asset Modeling Concepts                                       42 TS
Advanced Embedded Value and MCEV                                             46 PD
Introduction to Economic Capital                                              3 TS
Implications of Principle-Based Approaches to Capital Determination          49 PD
Principle-Based Valuation and Capital Determination for Variable Annuities   18 PD
Model Efficiency                                                              2 PD
Long-Term Care Reserving                                                      20 IF
Replicating Portfolios and Model Compression                                 48 PD
Reviewing and Validating Actuarial Models                                    41 PD
Advanced Embedded Value and MCEV                                             50 PD
Managing Tail Risk                                                            7 PD
Impact of Policyholder Behavior                                              34 PD
Principle-Based Approach for Non-Variable Annuities                          51 PD
Financial Reporting and Hedging Strategies: When Hedging with a View         35 PD
Economic Scenario Generators                                                  57 TS
Plan Termination Seminar: Session 4—Getting It Done                          118 OF
Stochastic Modeling within an LTC Framework                                  133 PD
Policyholder Behavior                                                        134 PD
Identifying and Managing Risk in Product Design                              136 PD
Is the Arithmetic Mean of Past Returns the Best Estimate for the Future?     17 PD
Complexity Science: What it is and Why You Want to Know About it               18 L
Complexity Science: Genetic Algorithm Applications to Actuarial Problems      33 TS
Pricing Trends—Part I                                                        37 PD
Improving Liability Benchmarks and Pension Risk Management Strategies        41 PD
An Introduction to Company Tax                                               46 WS
Impact of IFRS/Solvency II Regimes on Reinsurance Accounting                 47 PD
Pricing Trends—Part II                                                       48 PD
ACOs and Related Actuarial Issues                                            49 PD
Intercompany Insurance Company Expense Studies                               50 WS
Retiree Medical Issues Post-Health Care Reform                               59 PD
LTC Experience Trends                                                           63 PD
Health Tax Reserve Issues and Selected Affordable Care Act Issues               65 TS
The Latest on Mortality                                                         67 PD
Modeling Complex Systems in Health Care                                         68 PD
ERM: Economic Capital Models, "Own Risk Solvency Assessment," Solvency II and
                                                                                69 OF
You
Public Pension Plans—Financing, Accounting and a Framework for Risk
                                                                                71 PD
Management
Unique Issues for Hybrid Plans                                                  72 PD
Applications of Econometric and Bayesian Methods                                74 PD
Complexity Science: Behavioral Economics                                        75 TS
Principle-Based Approach to Reserves and Accounting                             77 PD
ROI Measurement for Disease Management and Wellness Programs                    80 PD
VA Hedging With a View—An Alternative to (Risk Neutral) Greeks Matching         82 PD
How Regulation of Risk Can Affect Risk                                           89 L
kbook

ing Sessions with slides or audio
                                                  n.a.:not available
                                                      Overall
                             Meeting                  Session          Slides   Audio
                                                      Rating
                 2011 Life & Annuity Symposium          4.06             x
                 2011 Life & Annuity Symposium          4.00             x
                   2011 Health Spring Meeting           4.78             x
                   2011 Health Spring Meeting           4.53             x
                   2011 Health Spring Meeting           4.23             x
               2011 Valuation Actuary Symposium         4.75             x
               2011 Valuation Actuary Symposium         4.13                     x
                2011 Life & Annuity Symposium           4.44             x       x
                2011 Life & Annuity Symposium           4.27             x       x
                2011 Life & Annuity Symposium           4.22                     x
                2011 Life & Annuity Symposium           4.20             x       x
                2011 Life & Annuity Symposium           4.15             x       x
                2011 Life & Annuity Symposium           4.13             x       x
                2011 Life & Annuity Symposium           4.06             x
                2011 Life & Annuity Symposium           4.00                     x
                2011 Life & Annuity Symposium           4.00             x       x
                2011 Life & Annuity Symposium           3.97             x       x
                2011 Life & Annuity Symposium           3.97             x       x
                2011 Life & Annuity Symposium           3.87             x       x
                2011 Life & Annuity Symposium           3.83             x
                2011 Life & Annuity Symposium           3.82             x       x
                2011 Life & Annuity Symposium           3.80             x       x
                2011 Life & Annuity Symposium           3.78             x       x
                2011 Life & Annuity Symposium           3.78             x       x
                2011 Life & Annuity Symposium           3.46             x       x
                2011 Life & Annuity Symposium           3.45             x       x
                  2011 Health Spring Meeting            4.73             x       x
                  2011 Health Spring Meeting            4.57             x       x
                  2011 Health Spring Meeting            4.48             x
                  2011 Health Spring Meeting            4.41             x       x
                  2011 Health Spring Meeting            4.33             x       x
                  2011 Health Spring Meeting            4.33             x       x
                  2011 Health Spring Meeting            4.30             x
                  2011 Health Spring Meeting            4.28             x
                  2011 Health Spring Meeting            4.23             x       x
                  2011 Health Spring Meeting            4.22             x       x
                  2011 Health Spring Meeting            4.20             x
   2011 Health Spring Meeting      4.19   x   x
   2011 Health Spring Meeting      4.13   x   x
   2011 Health Spring Meeting      4.08   x   x
   2011 Health Spring Meeting      4.06   x   x
   2011 Health Spring Meeting      4.00   x
   2011 Health Spring Meeting      3.95   x   x
   2011 Health Spring Meeting      3.95   x
   2011 Health Spring Meeting      3.86   x   x
   2011 Health Spring Meeting      3.86   x   x
   2011 Health Spring Meeting      3.79   x   x
   2011 Health Spring Meeting      3.78   x
   2011 Health Spring Meeting      3.77       x
   2011 Health Spring Meeting      3.70   x
   2011 Health Spring Meeting      3.60   x
   2011 Health Spring Meeting      3.58   x
   2011 Health Spring Meeting      3.56   x   x
   2011 Health Spring Meeting      3.48   x   x
   2011 Health Spring Meeting      3.40   x   x
   2011 Health Spring Meeting      3.35   x   x
2011 Valuation Actuary Symposium   4.29   x   x
2011 Valuation Actuary Symposium   4.17   x   x
2011 Valuation Actuary Symposium   4.10   x
2011 Valuation Actuary Symposium   4.10   x
2011 Valuation Actuary Symposium   4.02   x
2011 Valuation Actuary Symposium   4.00   x   x
2011 Valuation Actuary Symposium   3.95   x
2011 Valuation Actuary Symposium   3.94       x
2011 Valuation Actuary Symposium   3.83   x   x
2011 Valuation Actuary Symposium   3.77   x   x
2011 Valuation Actuary Symposium   3.74   x
2011 Valuation Actuary Symposium   3.72   x   x
2011 Valuation Actuary Symposium   3.71   x   x
2011 Valuation Actuary Symposium   3.69   x   x
2011 Valuation Actuary Symposium   3.69   x
      2011 Annual Meeting          4.06   x   x
      2011 Annual Meeting          4.12   x   x
      2011 Annual Meeting          3.96   x   x
      2011 Annual Meeting          4.00   x   x
      2011 Annual Meeting          4.55   x
      2011 Annual Meeting          4.11   x   x
      2011 Annual Meeting          4.41   x   x
      2011 Annual Meeting          4.56   x
      2011 Annual Meeting          3.57   x
      2011 Annual Meeting          4.56   x   x
      2011 Annual Meeting          3.41   x
      2011 Annual Meeting          4.37   x   x
      2011 Annual Meeting          4.26   x   x
      2011 Annual Meeting          4.09   x   x
      2011 Annual Meeting          3.92   x   x
      2011 Annual Meeting          3.77   x
      2011 Annual Meeting          3.72   x   x
      2011 Annual Meeting          4.08   x   x
      2011 Annual Meeting          3.24   x   x
      2011 Annual Meeting          3.92   x   x
      2011 Annual Meeting          3.82   x
      2011 Annual Meeting          3.50   x   x
      2011 Annual Meeting          4.09   x   x
      2011 Annual Meeting          3.69   x   x
      2011 Annual Meeting          3.78   x   x
      2011 Annual Meeting          3.56   x   x
      2011 Annual Meeting          3.95   x   x
      2011 Annual Meeting          4.21   x   x
      2011 Annual Meeting          4.30   x   x
     2011 Annual Meeting           4.51   x   x
     2011 Annual Meeting           4.07   x   x
     2011 Annual Meeting           3.88   x   x
     2011 Annual Meeting           3.24   x   x
     2011 Annual Meeting           3.82   x   x
     2011 Annual Meeting           4.08   x   x
     2011 Annual Meeting           4.16   x   x
 2011 Life & Annuity Symposium     4.19   x
   2011 Health Spring Meeting      4.04   x
   2011 Health Spring Meeting      3.86   x
      2011 Annual Meeting          3.91   x   x
      2011 Annual Meeting          4.32   x   x
      2011 Annual Meeting          4.24   x
 2011 Life & Annuity Symposium     3.38   x
   2011 Health Spring Meeting      4.71   x
   2011 Health Spring Meeting      4.18   x   x
   2011 Health Spring Meeting      3.45       x
2011 Valuation Actuary Symposium   4.45   x
2011 Valuation Actuary Symposium   4.33   x
2011 Valuation Actuary Symposium   4.23   x
2011 Valuation Actuary Symposium   4.15   x
      2011 Annual Meeting          4.28   x
      2011 Annual Meeting          4.26   x   x
      2011 Annual Meeting          3.86   x   x
      2011 Annual Meeting          3.80   x   x
      2011 Annual Meeting          3.68   x
      2011 Annual Meeting          3.71   x   x
      2011 Annual Meeting          3.75   x
 2011 Life & Annuity Symposium     4.37   x

 2011 Life & Annuity Symposium     3.84   x

2011 Valuation Actuary Symposium   4.26   x

      2011 Annual Meeting          3.80   x   x

      2011 Annual Meeting          4.49   x

      2011 Annual Meeting          3.90   x   x

      2011 Annual Meeting          4.30   x   x
 2011 Life & Annuity Symposium     4.36   x
 2011 Life & Annuity Symposium     4.06   x
 2011 Life & Annuity Symposium     3.52   x   x
   2011 Health Spring Meeting      4.16   x
   2011 Health Spring Meeting      3.81   x   x
   2011 Health Spring Meeting      3.76   x   x
   2011 Health Spring Meeting      3.56   x   x
   2011 Health Spring Meeting      3.53   x   x
2011 Valuation Actuary Symposium   4.77   x
2011 Valuation Actuary Symposium   4.20   x   x
2011 Valuation Actuary Symposium   3.93   x   x
      2011 Annual Meeting          4.58   x
      2011 Annual Meeting          4.21   x   x
      2011 Annual Meeting          3.83   x
      2011 Annual Meeting          4.29   x   x
      2011 Annual Meeting          3.87   x
      2011 Annual Meeting          3.25   x   x
      2011 Annual Meeting          3.69   x
      2011 Annual Meeting          3.97   x
 2011 Life & Annuity Symposium     3.96   x   x
 2011 Life & Annuity Symposium     3.91   x   x
 2011 Life & Annuity Symposium     3.88   x   x
 2011 Life & Annuity Symposium     3.73   x   x
 2011 Life & Annuity Symposium     3.62   x
 2011 Life & Annuity Symposium     3.57   x   x
 2011 Life & Annuity Symposium     3.28   x   x
   2011 Health Spring Meeting      4.18   x   x
   2011 Health Spring Meeting      4.17   x   x
   2011 Health Spring Meeting      4.00   x   x
   2011 Health Spring Meeting      3.97   x   x
   2011 Health Spring Meeting      3.84   x   x
   2011 Health Spring Meeting      3.64   x   x
   2011 Health Spring Meeting      3.14   x   x
2011 Valuation Actuary Symposium   4.03   x   x
2011 Valuation Actuary Symposium   3.97   x   x
2011 Valuation Actuary Symposium   3.38   x   x
      2011 Annual Meeting          4.05   x
      2011 Annual Meeting          3.08   x   x
      2011 Annual Meeting          4.14   x
     2011 Annual Meeting           4.12   x   x
     2011 Annual Meeting           3.97   x   x
     2011 Annual Meeting           3.86   x
     2011 Annual Meeting           4.09   x   x
     2011 Annual Meeting           3.57   x   x
     2011 Annual Meeting           4.05   x   x
     2011 Annual Meeting           3.74   x   x
     2011 Annual Meeting           3.87   x
     2011 Annual Meeting           3.56   x   x
     2011 Annual Meeting           3.77   x   x
     2011 Annual Meeting           4.32   x
     2011 Annual Meeting           3.21   x   x
     2011 Annual Meeting           3.58   x   x
     2011 Annual Meeting           4.26   x   x
 2011 Life & Annuity Symposium     4.16   x   x
 2011 Life & Annuity Symposium     4.02   x
 2011 Life & Annuity Symposium     3.83   x   x
 2011 Life & Annuity Symposium     3.76   x   x
 2011 Life & Annuity Symposium     3.67   x   x
 2011 Life & Annuity Symposium     3.64   x   x
 2011 Life & Annuity Symposium     3.59   x
   2011 Health Spring Meeting      4.65   x   x
   2011 Health Spring Meeting      4.53   x   x
   2011 Health Spring Meeting      4.42   x
   2011 Health Spring Meeting      4.11   x
   2011 Health Spring Meeting      4.08   x   x
   2011 Health Spring Meeting      4.00   x   x
   2011 Health Spring Meeting      3.99   x   x
   2011 Health Spring Meeting      3.87   x
   2011 Health Spring Meeting      3.79   x   x
   2011 Health Spring Meeting      3.79   x   x
   2011 Health Spring Meeting      3.79   x   x
   2011 Health Spring Meeting      3.77   x   x
   2011 Health Spring Meeting      3.75   x   x
   2011 Health Spring Meeting      3.71   x   x
   2011 Health Spring Meeting      3.61   x
   2011 Health Spring Meeting      3.54   x   x
   2011 Health Spring Meeting      3.53   x   x
   2011 Health Spring Meeting      3.46   x
   2011 Health Spring Meeting      3.43   x   x
   2011 Health Spring Meeting      3.33   x   x
   2011 Health Spring Meeting      3.29   x   x
2011 Valuation Actuary Symposium   4.85   x
2011 Valuation Actuary Symposium   4.42   x
2011 Valuation Actuary Symposium   4.28   x
2011 Valuation Actuary Symposium   4.27   x   x
2011 Valuation Actuary Symposium   4.19   x   x
2011 Valuation Actuary Symposium   4.10   x   x
2011 Valuation Actuary Symposium   4.08   x   x
2011 Valuation Actuary Symposium   4.00   x   x
2011 Valuation Actuary Symposium   4.00   x   x
2011 Valuation Actuary Symposium   3.94   x   x
2011 Valuation Actuary Symposium   3.94   x   x
2011 Valuation Actuary Symposium   3.88   x   x
2011 Valuation Actuary Symposium   3.79   x   x
2011 Valuation Actuary Symposium   3.71   x
2011 Valuation Actuary Symposium   3.67   x   x
2011 Valuation Actuary Symposium   3.61   x   x
2011 Valuation Actuary Symposium   3.59   x
2011 Valuation Actuary Symposium   3.47   x   x
2011 Valuation Actuary Symposium   3.47   x   x
2011 Valuation Actuary Symposium   3.45   x   x
2011 Valuation Actuary Symposium   3.38   x   x
2011 Valuation Actuary Symposium   2.82   x   x
      2011 Annual Meeting          4.10   x
      2011 Annual Meeting          4.20   x   x
      2011 Annual Meeting          3.84   x   x
      2011 Annual Meeting          3.54   x   x
      2011 Annual Meeting          4.20   x   x
      2011 Annual Meeting          3.81   x   x
      2011 Annual Meeting          3.78   x
      2011 Annual Meeting          3.42   x   x
      2011 Annual Meeting          3.47   x   x
      2011 Annual Meeting          4.11   x
      2011 Annual Meeting          3.39   x   x
      2011 Annual Meeting          3.78   x   x
      2011 Annual Meeting          3.59   x   x
      2011 Annual Meeting          4.00   x
      2011 Annual Meeting          3.95   x   x
2011 Annual Meeting   4.33   x   x
2011 Annual Meeting   3.88   x   x
2011 Annual Meeting   4.12   x   x
2011 Annual Meeting   4.60   x   x
2011 Annual Meeting   3.83   x   x

2011 Annual Meeting   4.31   x
2011 Annual Meeting   3.87   x   x
2011 Annual Meeting   4.53   x   x
2011 Annual Meeting   3.67   x   x
2011 Annual Meeting   3.95   x   x
2011 Annual Meeting   3.71   x   x
2011 Annual Meeting   3.61   x   x
2011 Annual Meeting   4.16   x   x

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:3
posted:2/9/2012
language:
pages:38